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Access Programs on the Rise

Access Programs on the Rise A Dialogue on Pipelines that Remove Barriers to and through Post Secondary Educational Opportunities Barry W. Simmons Sr., Director, University Scholarships and Financial Aid, Virginia Polytechnic Institute and State University

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Access Programs on the Rise

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  1. Access Programs on the Rise • A Dialogue on Pipelines that Remove Barriers to and through Post Secondary Educational Opportunities • Barry W. Simmons Sr., Director, University Scholarships and Financial Aid, • Virginia Polytechnic Institute and State University • Yvonne Hubbard, Director, Director, Student Financial Services, • The University of Virginia • Mark Caldwell, Assistant Director, College Guide ProgramThe University of Virginia • The College Board • Southern Regional Forum 2007 • Atlanta, GA

  2. 1. Determine/Goal Outcome What do you want to do? Why? Target 2. Build Conceptual Framework Product Delivery Channels Interested/Impacted Parties 3. Secure Funding Public Private Creative 4. Develop Infrastructure Program Framework/Elements Staffing/Space/Budget IT Support Communications/Publicity/Audience Institutional Sanction External Sanction 5. Implement Infrastructure Training Event Planning Oversight Adjustments Coordination Delivery 6. Evaluate Infrastructure Outcomes Formal/Informal Internal/External Quantitative/Qualitative Feedback Loop – Cybernetic Cycle Distribution Program Creation Process

  3. Program Creation Process Determine/Goal Outcome • What do you want to do? • Why? • Target

  4. Program Creation Process Build Conceptual Framework • Product • Delivery Channels • Interested/Impacted Parties

  5. Program Creation Process Secure Funding • Public • Private • Creative

  6. Program Creation Process Develop Infrastructure • Program Framework/Elements • Staffing/Space/Budget • IT Support • Communications/Publicity/Audience • Institutional Sanction • External Sanction

  7. Program Creation Process Implement Infrastructure • Training • Event Planning • Oversight • Adjustments • Coordination • Delivery

  8. Program Creation Process Evaluate Infrastructure Outcomes • Formal/Informal • Internal/External • Quantitative/Qualitative • Feedback Loop – Cybernetic • Cycle • Distribution

  9. 100% of Need Met All Grants To Low-Income Loan Cap on Need-based loans Financial Literacy THE BASICS: AccessUVa

  10. Low-Income Students Attend Postsecondary at Lower Rates 2001 by The Education Trust, Inc. Source: NELS: 88, Second (1992) and Third Follow up (1994); in, USDOE, NCES, NCES Condition of Education 1997 p. 64

  11. Meeting Need

  12. Meeting our Goals ForMeeting Need

  13. Partnerships President’s Office Board of Visitors Public Service & Outreach Dean of Arts & Sciences Center for Undergraduate Excellence Director Institutional Assessment Senior VP for Development And Public Affairs Assistant VP for University Relations Dean of Undergraduate Admissions AccessUVA Coordinators Student Financial Services University Relations Admission Office State Governmental Relations Dean of Students VP for Finance Assistant VP Management & Budget Assistant VP for Finance Director of Student Financial Services Assistant VP for University Relations Director of the Budget Assistant Dean Arts & Sciences President’s Chief of Staff VP for Student Affairs

  14. In fall of 2003, President Casteen asked VP for Finance to develop comprehensive need-based aid program proposal Proposal with philosophy and business analysis submitted to Board of Visitors in January 2004 Board of Visitors approved resolution in February 2004-authorizng comprehensive financial aid program with the financial commitment. Orgins

  15. Simplify the message – and make it memorable Experts needed Financial Aid Administrators Discuss philosophy and develop policy Communicating AccessUVA Plan and implement marketing campaign Financial Model Establish projections for budget development METRICS! Have a theory – and gather statistics to show results Preparing for Implementation

  16. Issues • Recruiting Issues: • Entering class of 2006 – • More applicants from low income families • Fewer offered admissions – not academically prepared • Early Identification • Special Services • Assistance with financial aid – in all its complexity • To ensure that EVERY STUDENT receives and award letter

  17. Issues • Early Identification • Admissions • Assistance with visits to the University • To be aware of personal circumstances • To provide ‘consideration’

  18. Issues • Retention issues: • Special needs of more first generation students • Traditional UVa experience vs 'Live at home', live cheaper. • Debt, working hours, and the well equipped, and not-so-well equipped University • Non-traditional students: Office hours, language concerns, attracting and holding a diverse workforce. • Expanded educational opportunities: Can we afford to ensure all students have access to summer, J-Term, S@S, internships, etc. How important are these? How committed are we that students should participate?

  19. Issues • Changing Role of the Financial Aid Office: • Not just about the money • Not just about UVa • The financial aid process – difficult, complicated – how can we help each other out? What are the commonalities. How do we contine to identify students using a methodology that uses AGI as a measure of financial strength. • Facilitation – ensuring that all students have a chance to receive an award letter and understand that letter and its implications. • Education - how to manage the funds they receive, how to plan, budget • Oversight and Intervention

  20. Program Creation ProcessVT FUNDS FOR THE FUTURE Determine/Goal Outcome • What do you want to do? • Impact the largest number of students possible • Why? • Resources limit funding possibilities while moderate incomes often neglected • Target • Low to moderate income students

  21. Program Creation ProcessVT FUNDS FOR THE FUTURE Build Conceptual Framework • Product • Need-based grant aid tied to tuition increases • Delivery Channels • Normal financial aid application process • Interested/Impacted Parties • Students and their families • Policy makers • University administrators---resources

  22. Program Creation ProcessVT FUNDS FOR THE FUTURE • Secure Funding • Public • Unfunded/discount • Private • Opportunity for alumni/friends giving • Opportunity for foundation participation • Creative • Opportunity for leveraging through challenge grants • Opportunity to leverage academic college/departmental funds to need-based

  23. Program Creation ProcessVT FUNDS FOR THE FUTURE Develop Infrastructure • Program Framework/Elements • Use existing framework • Determine any additional program elements • Staffing/Space/Budget • Anticipate increased inquiry and processing • IT Support • Increased web hits/capacity • Multiple production cycles

  24. Program Creation ProcessVT FUNDS FOR THE FUTURE Develop Infrastructure---continued Communications/Publicity/Audience • Web site development---roll out • Other media • News release • Institutional Sanction • Administration buy-in • Academic buy-in • Support buy-in • External Sanction • Policy makers • Parents • Alumni/friends • Secondary school administrators

  25. Program Creation ProcessVT FUNDS FOR THE FUTURE Implement Infrastructure • Training • Front end staff, IT staff, counseling staff, QA staff • Event Planning • Grand announcement/news conference • Oversight • Budgetary monitoring, qualification monitoring • Adjustments • Public information/web/publications/front end

  26. Program Creation ProcessVT FUNDS FOR THE FUTURE Implement Infrastructure continued • Coordination • Processing implications • Budget and finance • Bursar staff • Delivery • Timing with other institutional info • Planning and lead time

  27. Program Creation ProcessVT FUNDS FOR THE FUTURE Evaluate Infrastructure & Outcomes • Formal/Informal • Both in process • Internal/External • Internal---budget, enrollment levels • External---affordability • Quantitative/Qualitative • both

  28. Program Creation ProcessVT FUNDS FOR THE FUTURE • Feedback loop/cybernetic • Tweak program in future years • Cycle • Annual • Distribution • Internal and external

  29. It’s not just the Money • Pre-college counseling---the student • Pre-college counseling---the family • Retention counseling • Financial literacy • Debt management • Peer counseling • Outreach

  30. Percent of 25-64 Year Olds With at Least a Baccalaureate Degree – 2000 37 .8% to 68 .9% 21 .4% to 37 .8% Frederick 14 .3% to 21 .4% Clarke Loudoun 10 .3% to 14 .3% Fairfax Warren Arlington 6 .6% to 10 .3% Shenandoah Fauquier Rappahannock Prince William Page Rockingham Culpeper Stafford Madison Highland King George Greene Orange Augusta Spotsylvania Bath Albemarle Westmoreland Caroline Louisa Richmond Essex Rockbridge Northumberland Fluvanna Hanover King And Queen Nelson Goochland Lancaster Alleghany King William Accomack Henrico Amherst Middlesex Buckingham Powhatan Botetourt Craig New Kent Mathews Cumberland Chesterfield Gloucester Roanoke Charles City Amelia Appomattox Northampton Giles Buchanan James City Bedford Prince Edward Campbell Prince George York Montgomery Bland Tazewell Nottoway Dickenson Surry Charlotte Dinwiddie Pulaski Franklin Wise Lunenburg Russell Wythe Floyd Sussex Isle Of Wight Halifax Pittsylvania Virginia Beach City Smyth Brunswick Southampton Lee Carroll Washington Suffolk City Scott Patrick Grayson Mecklenburg Henry Chesapeake City Greensville Virginia = 31.8% Data Source: 2000 Census 11

  31. Frederick Clarke Warren Page Rockingham Madison Highland Greene Augusta Bath Albemarle Rockbridge Northumberland Alleghany Accomack Middlesex Roanoke Northampton Bedford Bland Per Capita Personal Income, 1999 Percent of 25-64 Year Olds With at Least a Baccalaureate Degree – 2000 $24,844 to $41,052 $20,196 to $24,844 $17,077 to $20,196 Loudoun $15,103 to $17,077 Fairfax Arlington $12,788 to $15,103 Shenandoah Fauquier Rappahannock Prince William Culpeper Stafford King George Orange Spotsylvania Westmoreland Caroline Louisa Richmond Essex Fluvanna Hanover King And Queen Nelson Goochland Lancaster King William Henrico Amherst Buckingham Powhatan Botetourt Craig New Kent Mathews Cumberland Chesterfield Gloucester Charles City Amelia Appomattox Giles Buchanan James City Prince Edward Campbell Prince George York Montgomery Tazewell Nottoway Dickenson Surry Charlotte Dinwiddie Pulaski Franklin Wise Lunenburg Russell Wythe Floyd Sussex Isle Of Wight Halifax Pittsylvania Smyth Virginia Beach City Brunswick Southampton Lee Carroll Suffolk City Washington Scott Patrick Grayson Mecklenburg Henry Chesapeake City Greensville Virginia = $23,975 Data Source: 2000 Census 12

  32. National College Advising Corps • University of Virginia- Guide Program Model • University-based access programs- delivery systems • 25% increase in college-going rate • Up to 112% increase in applications • Eight new program to be funded by the Jack Kent Cooke Foundation • Leadership- National College Access Network

  33. Contact Info & Presentation Site Mark Caldwell mac5mj@virginia.edu Yvonne Hubbard yvonne@virginia.edu Barry W. Simmons Sr simmonsb@vt.edu http://www.finaid.vt.edu/Presentations/College%20Board%202007/ Bonus Site---National College Access Network www.collegeaccess.org/NCAN/index.aspx

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