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Spacer Ohio Ass'n. of Student Aid Administrators (OASFAA) - MS 565 Spacer
 

Introduction/History | Record Group/Series Description | Inventory

Introduction/History

The Ohio Association of Student Financial Administrators Collection (OASFAA) was donated to the Center for Archival Collections on February 9, 1990, with the assistance of Deb Heineman, historian for OASFAA. The collection, dating from 1962 to the present, consists of minutes, reports, correspondence, region and committee files, conference files, publications and visual materials. Files from outgoing officers are sent periodically to the CAC for addition to the OASFAA Collection. No restrictions exist on the use of this collection and duplication is permitted for research purposes. The collection was processed and finding aid prepared by Wendy Evans, archival assistant, in August 1995.

The Ohio Association of Student Financial Aid Administrators was established at the Ohio workshop at Hueston Woods on December 5 and 6, 1968. Robert McKay from Bowling Green State University was the first president of this organization. Previously, financial aid professionals met as part of the Student Financial Aids section of the Ohio College Association. According to the November 8, 1963 minutes, the Financial Aid to Students Section of the Ohio College Association held a fall meeting. These meetings continued throughout the sixties. On December 4, 1968, a constitution was proposed to define this section. The new name of the organization was the Ohio Association of Student Financial Aid Administrators.

The purpose of this organization is to promote "career and personal development of financial aid professionals, cooperation among higher education and governmental agencies, and outreach (programs) to secondary and other institutions." The main activities of the organization include conferences, workshops, committees, and publications such as OASFAA directory, newsletter, and other guides for financial aid. Membership in this organization includes both active members who work with the administration of financial aid and associate members.

OASFAA is affiliated with the Midwest Association of Student Financial Aid Administrators (MASFAA) and the National Association of Student Financial Aid Administrators (NASFAA). OASFAA publishes many publications which have won awards from the national organization. OASFAA has won NASFAA state awards for its Legislative Advocacy Handbook in 1988, Early Awareness Program in 1989, and Lender Fact Book in 1990.

OASFAA holds conferences in the spring and in the winter. In 1994, the organization celebrated its twenty-fifth anniversary at the spring convention. At this time, a twenty-fifth anniversary scholarship fund was established to provide assistance to students. Researchers can find more information on OASFAA by looking through the publication, OASFAA: A Score of Professionalism, and also at the 1994 spring conference folder which includes materials on the twenty-fifth anniversary of the organization. For more information about OASFAA, please refer to their website at http://www.oasfaa.org.

Record Group/ Series Description

This collection is comprised of eight record groups: Administrative Files, Officer Correspondence, Financial Reports, Regions, Committees, Conferences and Workshops, Publications, and Visual Materials. Each record group may be divided into records series which are described below.

ADMINISTRATIVE FILES

Articles of Incorporation
1984-1986
Arranged chronologically
Includes articles of incorporation and correspondence with Ohio Secretary of State.

Constitutions
1979-1989, 2000
Arranged chronologically
Includes various constitutions and revisions.

Policies and Procedures
1999, 2001, n.d.
Arranged chronologically
Policy and procedure manuals outlining operational guidelines for officers and members.

Legal Documents
1988-1989
Arranged chronologically
Includes certification of OASFAA Trademark and copyright registration.

President’s Annual Reports
1974-1997 (scattered dates)
Arranged chronologically, also may be found in Executive Committee Files
Highlight reports from president at end of term, earlier ones compiled for 1980 OASFAA history.

OASFAA History
1980
History written by James L. Stephens.

Executive Committee Files
1962-1985, 1987-2005
Arranged chronologically
Includes minutes of meetings, including annual business meetings, committee and officer reports, financial reports, correspondence.

OFFICER CORRESPONDENCE

Officer Correspondence
1975-1991, 1993-1994
Arranged chronologically
Includes mostly the President’s correspondence with the Executive Committee, other officers and
outside agencies and individuals.

FINANCIAL REPORTS AND DOCUMENTS

Financial Reports and Documents
1975-2000
Arranged chronologically
Includes monthly and annual financial reports, budgets, and tax documents.

REGIONAL FILES

Regional Files
1975, 1977-1997
Arranged by region and within chronologically
Includes correspondence, reports, minutes, workshop files documenting the activities of the OASFAA regions, specifically the Northeast, Northwest, Southeast and Southwest regions.

COMMITTEES

Committee and Task Force Files
1976-1997
Arranged alphabetically by name of committee or task force and within chronologically
Includes correspondence, reports, and minutes of the various committees established to conduct and implement OASFAA business and policies. Also includes ad hoc committees. Please note that committee reports are also filed with the Executive Committee files.

Committee and Task Force Files
1976-1997
Arranged alphabetically by name of committee or task force and within chronologically
Includes correspondence, reports, and minutes of the various committees established
to conduct and implement OASFAA business and policies. Also includes ad hoc committees. Please note that committee reports are also filed with the Executive Committee files.

CONFERENCES AND WORKSHOPS

Conference Files
1976-1989, 1991-1995, 1997, 2000, 2002-2003, 2006
Arranged chronologically
Series includes programs, and correspondence for the OASFAA conferences. OASFAA has a conference in both the spring and the winter. OASFAA celebrated its twenty-fifth aniversary at the 1994 spring conference.

Workshop Files
1991-2005, scattered dates
Arranged chronologically
Series includes programs, planning files and participants’ materials for workshops sponsored by NASFAA, and OASFAA workshops for High School Counselors and Support Professionals.

PUBLICATIONS

OASFAA Membership Directories
1977-1998
Arranged chronologically
Includes published lists of OASFAA members. Also includes membership brochures

OASFAA Publications
1975-1991.
Arranged alphabetically by title.
Series contains OASFAA brochures, membership directories and various publications written by OASFAA and its committees

OASFAA Newsletters
1969-1998, 2002-2007
Arranged chronologically
Includes official newsletters containing information on officers, events and legislation

VISUAL MATERIALS

Visual Materials
1981, 2003-2004
Arranged chronologically
Includes a slide program called “Planning College Costs,” seven small boxes of slides, color photographs from conferences

 Inventory

ADMINISTRATIVE FILES

Box 1
Folder

  1. Articles of Incorporation, 1984-1986
  2. Constitutions, 1979-1989, 2000
  3. Policies and Procedures Manuals, 1999, 2001, n.d.
  4. Certification of OASFAA Trademark, June 1988
  5. Certificate of Copyright Registration-James and and His Bank, September 1989
  6. President’s Annual Reports, 1974-1997 (scattered dates)
  7. History of OASFAA, 1980
  8. Executive Committee minutes, reports, correspondence, 1962-1970
  9. Executive Committee minutes, reports, correspondence, 1971-1975
  10. Executive Committee minutes, reports, correspondence, 1976-1978
  11. Executive Committee minutes, reports, correspondence, 1979-1980

Box 2
Folder

  1. Executive Committee minutes, reports, correspondence, 1981-1982
  2. Executive Committee minutes, reports, correspondence, 1983
  3. Executive Committee minutes, reports, correspondence, 1984
  4. Executive Committee minutes, reports, correspondence, 1985
  5. Executive Committee minutes, reports, correspondence, 1987-1988

Box 3
Folder

  1. Executive Committee minutes, reports, correspondence, 1989 correspondence,
  2. Executive Committee minutes, reports, correspondence, 1990
  3. Executive Committee minutes, reports, correspondence, 1991
  4. Executive Committee minutes, reports, correspondence, 1992

Box 4
Folder

  1. Executive Committee minutes, reports, correspondence, 1993
  2. Executive Committee minutes, reports, correspondence, 1994
  3. Executive Committee minutes, reports, correspondence, February-July 1995

Box 5
Folder

  1. Executive Committee minutes, reports, correspondence, September-December 1995
  2. Executive Committee minutes, reports, correspondence, January 1996
  3. Executive Committee minutes, reports, correspondence, February 1996
  4. Executive Committee minutes, reports, correspondence, April 1996
  5. Executive Committee minutes, reports, correspondence, June 1996
  6. Executive Committee minutes, reports, correspondence, August 1996
  7. Executive Committee minutes, reports, correspondence, October 1996
  8. Executive Committee minutes, reports, correspondence, November 1996

Box 6
Folder

  1. Executive Committee minutes, reports, correspondence, February 1997
  2. Executive Committee minutes, reports, correspondence, April 1997
  3. Executive Committee minutes, reports, correspondence, June 1997
  4. Executive Committee minutes, reports, correspondence, August 1997
  5. Executive Committee minutes, reports, correspondence, September 1997
  6. Executive Committee minutes, reports, correspondence, October 1997
  7. Executive Committee minutes, reports, correspondence, November 1997
  8. Executive Committee minutes, reports, correspondence, January-May 1998
  9. Executive Committee minutes, reports, correspondence, June 1999
  10. Executive Committee minutes, reports, correspondence, July 1999
  11. Executive Committee minutes, reports, correspondence, September 1999
  12. Executive Committee minutes, reports, correspondence, November, December 1999

Box 7
Folder

  1. Executive Committee minutes, reports, correspondence, February 2000
  2. Executive Committee minutes, reports, correspondence, March 2000
  3. Executive Committee minutes, reports, correspondence, April 2000
  4. Executive Committee minutes, reports, correspondence, May 2000
  5. Executive Committee minutes, reports, correspondence, July-November 2001
  6. Executive Committee minutes, reports, correspondence, January-June 2002
  7. Executive Committee minutes, reports, correspondence, August-October 2002
  8. Executive Committee minutes, reports, correspondence, February-November 2003
  9. Executive Committee minutes, reports, 2003-2005

OFFICER CORRESPONDENCE

Box 1
Folder

  1. Correspondence, 1975-1977
  2. Correspondence, 1978
  3. Correspondence, January-April 1979
  4. Correspondence, May-December 1979
  5. Correspondence, 1980
  6. Correspondence, 1981-1982

Box 2
Folder

  1. Correspondence, 1983-1987
  2. Correspondence, 1988
  3. Correspondence, January-July 1989
  4. Correspondence, August-December 1989
  5. Correspondence, January-March 1990

Box 3
Folder

  1. Correspondence, April-September 1990
  2. Correspondence, October-December 1990
  3. Correspondence, 1991
  4. Correspondence, 1993-May 1994

FINANCIAL REPORTS AND DOCUMENTS

Box 1
Folder

  1. Financial reports and documents, 1975-1982
  2. Financial reports and documents, 1983-1984
  3. Financial reports and documents, 1984-1985
  4. Financial reports and documents, 1985-1986
  5. Financial reports and documents, 1986-1987
  6. Financial reports and documents, 1987-1988
  7. Financial reports and documents, 1988-1990
  8. Financial reports and documents, 1990-1993

Box 2
Folder

  1. Financial reports and documents, 1993-1994
  2. Financial reports and documents, 1994-1995
  3. Financial reports and documents, 1995-1996
  4. Financial reports and documents, 1996-1997
  5. Financial reports and documents, 1997-1998
  6. Financial reports and documents, 1998-1999
  7. Financial reports and documents, 1999-2000

REGIONAL FILES

Box 1
Folder

  1. Northeast Region, 1977-1988
  2. Northeast Region, 1989-1992
  3. Northwest Region, 1977-1980, 1982-1983, 1988-1990
  4. Northwest Region, 1994-1997

Box 2
Folder

  1. Southeast Region, 1975, 1977-1980, 1982-1983
  2. Southeast Region, 1988-1990, 1994-1996
  3. Southwest Region, 1978-1980, 1982-1983, 1988-1991, 1994-1995

COMMITTEE FILES

Box 1
Folder

  1. Associate Member Liaison Committee, 1988-1994, 1996-1997
  2. Certification Committee, 1976-1977
  3. Certification Committee, 1978
  4. Certification Committee, 1979
  5. Certification Committee, 1980-1981
  6. Communications Committee, 1994, 1996-1997
  7. Computer Support Committee, 1988-1991
  8. Corporate Support Committee (Master Plan), 1996
  9. Direct Lending ad hoc committee, 1996
  10. Early Awareness ad hoc committee, 1996-1997
  11. Educational Legislation Committee, 1977-1979

Box 2
Folder

  1. Federal Advocacy Committee, 1996-1997
  2. Federal Legislation/Issues Committee, 1980-1981, 1987-1991, 1994-1996
  3. High School/College Relations Committee, 1977-1980, 1987-1989
  4. Liaison with Trio Programs Committee, 1977-1978
  5. Loan Defaults Task Force, 1988-1989
  6. Long Range Planning Committee, 1978, 1982, 1996-1997
  7. Membership Committee, 1978, 1982-1983, 1988-1994, 1996
  8. Member Support Services ad hoc committee, 1996-1997
  9. Needs Analysis Committee, 1977-1979, 1982-1984, 1987-1992, 1994, 1996-1997
  10. New Professionals Committee, 1987-1989
  11. Newsletter Committee, 1990-1991
  12. Nominations Committee, 1978-1980, 1988-1990, 1994

Box 3
Folder

  1. Outreach Committee, 1989-1990, 1994-1997
  2. Private Career Vocational School Committee, 1994
  3. Professional Development Committee, 1989-1991, 1994, 1996-1997
  4. Professional Judgment Task Force, 1988
  5. Public Relations Committee, 1988-1990, 1994-1997
  6. Quality Control Task Force, 1988-1989
  7. Research Committee, 1977-1980
  8. Research Committee, 1988-1990, 1992-1994, 1996-1997
  9. Resolutions Committee, 1978
  10. Social Service ad hoc committee, 1978
  11. State Legislation/ Issues Committee, 1980, 1982-1983, 1987-1990, 1993, 1995-1997
  12. Support Staff Training Committee, 1987-1990, 1994

Box 4
Folder

  1. Training Committee, 1976-1977
  2. Training Committee, 1978
  3. Training Committee, 1979-1982
  4. Two Year Colleges Section, 1988-1989
  5. Ohio Student Loan Commission Advisory Council, 1991-1994

CONFERENCES AND WORKSHOPS

Box 1
Folder

  1. Winter Conference, 1976
  2. Spring and Winter Conference, 1977
  3. Spring Conference, 1978
  4. Spring Conference, 1979
  5. Winter Conference, 1979
  6. Spring Conference, 1980
  7. Winter Conference, 1980
  8. Spring Conference, 1981
  9. Winter Conference, 1981
  10. Spring Conference, 1982
  11. Winter Conference, 1982
  12. Spring Conference, 1983

Box 2
Folder

  1. Spring Conference, 1984
  2. Winter Conference, 1984
  3. Spring Conference, 1985
  4. Winter Conference, 1985
  5. Spring Conference, 1986
  6. Winter Conference, 1986
  7. Spring Conference, 1987
  8. Winter Conference, 1987
  9. Spring Conference, 1988
  10. Winter Conference, 1988
  11. Spring Conference, 1989
  12. Winter Conference, 1989
  13. Spring Conference, 1991
  14. Winter Conference, 1991

Box 3
Folder

  1. Spring Conference, 1992
  2. Winter Conference, 1992
  3. Spring Conference, 1993
  4. Winter Conference, 1993
  5. Spring Conference (25th anniversary), 1994
  6. Winter Conference, 1994
  7. Spring Conference, 1995
  8. Winter Conference, 1995

Box 4
Folder

  1. Spring Conference, 1997
  2. Spring and Winter Conferences, 2000
  3. Winter Conference, 2002
  4. Spring Conference, 2003
  5. Winter Conference (35th anniversary), 2003
  6. Leadership Class-Winter Conference, 2003
  7. Leadership Class-Winter Conference, 2006

Box 5
Folder

  1. NASFAA Workshop-Today’s Technical Issue, 1991
  2. NASFAA Workshop-Refining Reauthorization, 1993
  3. OASFAA Pre-Conference Workshop-Needs Analysis, Winter 1994
  4. OASFAA High School Counselors Workshops November 1995 
  5. OASFAA High School Counselors Workshops, 2002-2003
  6. OASFAA College Goal Sunday, 2002-2005
  7. OASFAA Support Professional Workshop, November 2003

PUBLICATIONS

Box 1
Folder

  1. Membership Brochures, n.d.
  2. Membership Directories, 1977-1984
  3. Membership Directories, 1985-1989
  4. Membership Directories, 1990-1994
  5. Membership Directories, 1995-1998

Box 2
Folder

  1. Developing a Policy and Procedural Manua,l May 1980
  2. Handbook on Legislative Advocacy, 1987-1988
  3. James and His Bank, 1989
  4. Lender Fact Book, April 1990
  5. Looking Toward the Eighties. . 1978-1980 Training Survey, 1978-1980
  6. Manual for Teaching Need Analysis Statewide and Workbook for Beginners, n.d.
  7. New Professionals Manuals, 1988-1991
  8. A Public Statement by OASFAA on use of public funds to provide access to higher education for low income and minority students, 1975

Box 3
Folder

  1. OASFAA: A Score of Professionalism, 1988, 1968-1988
  2. Student Financial Aid Programs, n.d.
  3. Student Loan Defaults Stafford, SLS, and Plus Loans, February 1989 
  4. OASFAA Newsletters, May 1969-November 1976
  5. OASFAA Newsletters, January 1977-November 1979
  6. OASFAA Newsletters, January 1980-September 1982

Box 4
Folder

  1. OASFAA Newsletters, February 1983-November 1986
  2. OASFAA Newsletters, February 1987-November 1990
  3. OASFAA Newsletters, February 1991-June 1998
  4. OASFAA Newsletters, February 2002-2007

VISUAL MATERIALS

Box 1
Folder

  1. Planning College Costs (Slide program), 1981
  2. 7 boxes of slides
  3. Color photographs, Winter 2003 Conference
  4. Color photographs, Winter 2003 Conference
  5. Picture CDs, Spring 2004 Conference and Winter 2004 Conference

NSAA Bibliography | Education Bibliography

 
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