Study Abroad Program Leader Orientation December 15, 2011

1. Study Abroad Program Leader Orientation December 15, 2011

2. Orientation Overview • Introductions • UW-System policies • Faculty leader/CIE responsibilities • Student orientation highlights • Orientation topics: • Safety & Risk Management • Legal Affairs • Health Issues • Student and Faculty Conduct • Money Management • Emergencies This presentation is available here: http://www4.uwm.edu/cie/staff/1100/

3. UW-System Policies UW-System policies govern the conduct of international programs: Academic Information Series (ACIS) 7.1-7.4 http://www.uwsa.edu/acss/acis/acis-7_revApril08.pdf Financial and Administrative Policy Paper F45 http://www.uwsa.edu/fadmin/fppp/fppp45.htm Areas of concern: • Safety and welfare of participants • Pre-departure preparation and orientation • Code of conduct compliance • Budgeting (cost recovery)

4. Program Leaders’ Responsibilities • Understand the host culture and operational environment • Manage group movement and dynamics • Understand and minimize potential risks • Respond to emergencies • Account for program expenditures • TEACH. Important to clearly explain: • academic requirements (grading and assessment) • expectations for attendance and participation • Report back to CIE after program has ended Keys to success: • Preparedness • Communication • Flexibility • Positive group dynamics • Expectations

5. Center for International Education Responsibilities Student support • application; advising; registration; billing; general and site-specific orientation, grade reporting; tuition remissions; fee collection; form management; program evaluation; background checks Faculty support • budgeting; recruitment; program development advising; appointment letter; pre-departure orientation; travel advance; vendor payments; flight arrangements; expense reports General support • marketing; embassy registration; monitor State Department and CDC travel warnings; visa and passport information and updates; comply with UWM and state regulations; emergency response

6. UWM Offices Supporting Study Abroad • Legal Affairs • Risk Management • Dean of Students • Norris Health Center • Travel and Finance • Campus Police • Each School and College • Academic Affairs • Communications and Media Relations • Student Accessibility Center

7. Student Orientation Highlights Expectations • Be good students, be good citizens, have fun Health and Safety • What to do in an emergency • Health insurance • Staying healthy/healthy behavior • Pre-departure check-ups and travel clinics • Crime concerns and prevention • State Department and CDC travel warnings Culture and culture shock • Cultural differences and awareness • Being an American abroad • Recognizing culture shock Travel documents • Passports and visas (copies!)

8. Student Orientation Highlights (cont.) Packing tips • Travel light • Walking shoes • Air carrier baggage weight limits • Prescriptions, eyeglasses, toiletries, and medicine Student status • Registration, withdrawal, credits, GPA, transcripts • OPP forms • Program evaluation • Re-entry orientation Money management • Program costs • Financial aid • Handling money while abroad (ATMs, debit cards, currency converters)

9. Orientation Topics • Safety & Risk Management • Legal Affairs • Health Issues • Student and Faculty Conduct • Money Management • Emergencies

10. Safety and Risk Managementhttp://www4.uwm.edu/usa/risk/general/ • “Transfer risk whenever possible “(example: public transport versus van rental) • “Duty to care” (ensuring students’ general welfare; avoid arranging extra curricular activities) • Participation is a contractual relationship between faculty and student • Removal of Property • Driver authorization • https://pantherfile.uwm.edu/groups/sa/usa/public/Risk/d.pdf • Medex insurance (http://www4.uwm.edu/usa/risk/general/medex.cfm) • 24 hour, seven days a week, toll-free emergency assistance service • Medical Evacuation and Repatriation coverage • Limited Accidental Death and Dismemberment coverage • NOT health insurance

11. What would you do? • A student tells you she has lost her passport. • A student tells you she was followed back to the hotel the night before after leaving a bar. You learn she and her friends are planning to return to the same bar tonight.

12. Legal Affairs Protection for Program Leaders • Statutory Indemnification for Employees • Release Form • Behavioral Contract • Ask for help if you need it Potential Legal Issues • FERPA/Privacy • Discrimination and Harassment • Signature Authority • Alcohol Consumption • Students • You • Legal forms • Risk and Release • Product Release

13. Assumption of Risk and Release

14. Product Release

15. WI Power of Attorney

16. What would you do? • You are having dinner with your student group. The waiter recommends a local wine which you’d really like to try. Several students in your group are under 21 (the legal drinking age in Wisconsin) but are old enough to legally drink in the host country. • A male and female from your student group are getting along exceptionally well. They request to be roommates at the next hotel you will stay in.

17. Travel and Student Health

19. TRAVEL FORMS

20. Medical Self-Assessment

21. AlternateUW-Milwaukee Area Travel Medicine Clinics • Columbia-St. Mary’s Clinics-TravelWORx To schedule an appointment, please call one of thelocations below or the Central Scheduling number (262) 268-3185. Gateway Medical Clinic 801 S. 70th St. West Allis, WI 53214 (414) 773-4926 Port Washington Family Medical Clinic 1317 W. Grand Ave. Port Washington, WI 53094 (262) 268-3185 • www.aurorahealthcare.org • FroedtertInternational Travelers Clinic 9200 West Wisconsin Avenue Milwaukee, WI 53226 Phone: (414) 805-6679 Fax: (414) 805-6698 • Passport Health, Inc. Travel Clinics • ProHealth Care Clinic N14W23900 Stone Ridge Dr. Waukesha, WI 53188 (262) 574-8000

22. Travel Resources CDC Resources • CDC name of country • CDC Yellow Book • CDC Malaria Map Application • CDC Dengue Map US Dept. of State Bureau of Consular Affairs • Travel state name of country Norris Health Center • www4.uwm.edu/norris • From home page: choose services drop down menu, then click on link to travel clinic

26. Immunizations Norris Health Center recommends: For all students: Be up to date on your routine vaccines: • Tetanus-Diphtheria-Pertussis • Measles-Mumps-Rubella • Polio • Influenza • Hepatitis B • Varicella • Pneumococcal (if asthma, smoker, other) For students traveling outside of Western Europe: • Hepatitis A For certain areas of the world: • Meningococcal Meningitis • Japanese Encephalitis • Cholera (Dukoral) NA in US • Yellow Fever • Typhoid • Tickborne Encephalitis NA in US

27. Health Issues • Injuries • Alcohol and drug use • Respiratory tract infections (colds, influenza) and asthma • Food and water safety ( Traveler’s diarrhea) • Insect bite prevention (malaria, dengue) • Environmental considerations (altitude, air pollution, jet lag, long haul flights) • Safer sex • Chronic health issues and bringing medications and equipment • Travel kit

28. Packing Tips for Medicine • Bring copies of all prescriptions, including eyeglasses/contacts • Letter from physician with medication name and health condition. Able to travel. Action plan if ill. • TSA 3-1-1 rule

29. Special Medical Health Risk and Release

30. NHC Suggested Guidelines for Dealing with Distressed Students When immediately involved with a distressed student Norris Health Center recommends: • Request to see the student in private to minimize embarrassment or defensiveness • Openly acknowledge your observations and perceptions of their situation to show that you are aware of their distress • Show sincere concern about their welfare and your willingness to explore alternative responses • Speak directly and honestly when you sense a student is in emotional distress • Listen carefully and try to see the issues from the student’s perspective without necessarily agreeing or disagreeing

31. NHC Suggested Guidelines for Dealing with Distressed Students (cont.) When immediately involved with a distressed student Norris Health Center recommends: • Attempt to identify the problem • Do not ignore inappropriate and strange behavior • Involve yourself only as far as you feel comfortable • Consult with a staff member from the CIE Overseas Programs and Partnerships office • Assistance from a medical professional from the CISI insurance provider may be necessary in certain circumstances

32. What would you do? • A student who is normally outgoing and happy is suddenly withdrawn and quiet. Her roommate alerts you the student seems to be having trouble sleeping. • A student alerts you that he has lost his prescription medication, a drug he has to take each day.

33. Student and Faculty Conduct • Proxy duties conveyed to faculty leader abroad • UWS 17 and UWS 18 • Discrimination and sexual harassment • Academic and non-academic misconduct • In consultation with CIE/UWM, you are vested with the authority to make an ad hoc decision if circumstances warrant to terminate a student if that student’s behavior seriously compromises the integrity of the program. Formal warnings can be an effective deterrent against repeat bad behavior, but are not required. • Importance of group dynamics • Behavior Guidelines Form

34. Behavior Guidelines

35. FERPA Release

36. What would you do? • One of your students is chronically late for class, and, when he arrives, not an active participant. Other students tell you he has been out late every night partying. • You learn that two of the students in your group are not getting along. Other students complain that their disagreements are having a negative impact on their program experience.

37. Contact Information Tia Langnes Financial Specialist Pearse Hall 166 2513 E. Hartford Avenue Milwaukee, WI 53211 Office Phone: 414-229-4344 Office Fax: 414-229-4858 Email: tlangnes@uwm.edu Money Management

38. Appointment Letter • Please bear with me as there are some things I have to cover per UW-Board of Regents. • Document signed by you and respective School/College authority which outlines and finalizes program in relation to salary, logistics, travel advance money, and post-program accounting. This is your contract to the program you are leading.

39. Financial Policies Document

40. Salary • In your appointment letter it specifies whether you will or will not be receiving a salary • If you will be receiving a salary it will be processed at the end of the month in which you complete the program. You can anticipate receiving your salary around the 1st of the following month. • Salary will be reduced by the taxes and fringe benefits that are the employee responsibility. The fringe benefit amount is reflective of those paid by the university on behalf of the employee

41. Travel Advances • A Travel Advance is a check issued to you to cover various program expenses, your program budget and appointment letter will specify the costs that will be included in your travel advance. • Travel Advances will be issued no earlier than 7 days prior to program departure. If you are leaving early please make sure that I am aware of that so you can have your advance before you leave. • Travel advances are your personal responsibility. Should you and your assistant inter change monies, that will be between the two of you. I will only account for the monies the CIE office issued you personally. • When you are contacted and told that your travel advance is ready you can pick it up in Engelmann 250F. • Visa Travel Card • www.usbanktravelmoney.com

42. Travel Logistics • Airline arrangements • All airfare should be purchased by your program. • Hotels • All lodging will be taken care of before your departure and will be paid for before hand if possible. If payment is not an option before your departure it will be included in your travel advance. • You MUST obtain receipts from each place you stay at and submit them with your TER receipts.

43. Travel Logistics (cont.) • Food • Your budget and appointment letter will specify your food per diem for your trip. • You do not need receipts to account for your per diem for your TER. • If student meals are listed in your budget and appointment you MUSTobtain receipt for these meals and ALCOHOL is not permitted and will not be reimbursed. • Ground Transportation • Your budget and appointment letter will specify if this is included in your travel advance. • Receipts MUSTalso be obtained

44. Study Abroad Cell Phones (yellow handout) • The Study Abroad Office will provide country specific cell phones to all program leaders and assistants. • PicCell (www.piccellwireless.com/uwm) • Provide phone, user guide, rate information, converters, and other important information. If all not returned, program leaders and assistants are liable for replacement costs • All phones have study abroad office and emergency phone programmed in already. • $150.00 budgeted in all program budgets. No overage, if there is overage then program leaders and assistants are liable for the additional charges. I believe most have free incoming calls. Only for emergencies and limited program related uses, no personal calls. It is your discretion if you want to pass it out. • No way of tracking charges at this time.

45. Program Receipts • All receipts should try to contain the following information: • Name of vendor • Description of item/service purchased • Cost of item/service • Method of payment • Date of purchase

46. Receipt for Services Form

47. Foreign Currency Exchange • Submission of exchange rates used during travel will be honored if proof of rate is provided via receipt or bank statement for individual purchases. • If no proof is rendered, CIE will calculate an average of rates/day over the actual days of the program. CIE uses the following website for conversion rates: http://www.oanda.com

48. Reporting of Program Activities and Expenses • Overseas Programs and Partnerships has a P-Card for use in to make all purchases for study abroad programs. Departmental P-Cards should NOT be used in any circumstance. • At the end of your program, the CIE study abroad office will prepare a TER (Travel Expense Report) and final program accounting for all study abroad programs • Anyone receiving a travel advance MUST render all receipts with documentation to the CIE study abroad office within 30 days of the termination of the program. • NOTE: You MUST provide RECEIPTS and PROOF OF PAYMENT for ALL Purchases.

49. Reporting of Program Activities and Expenses (cont.) • If faculty/staff remain abroad after the program ends, then the return date must be communicated to the CIE study abroad office prior to departure. In this case, all receipts and proof of payment would be still be due 30 days after the program and receipts MUST be mailed to the CIE study abroad office. Make copies for yourself before mailing. • If you are remaining abroad the CIE study abroad office WILL NOT cover the expenses incurred after the program dates. • Each faculty/staff director receiving a travel advance is responsible for a complete accounting of ALL funds expended. Funds expended MUST NOT exceed the approved and agreed upon limits of the study abroad budget.

50. Travel Expense Report • The accounting for your expenses for your submission to the CIE study abroad office can be done any way that is understandable and easy for you. • You will also be receiving a White envelope in your packet, to use for your receipts and a detailed account of your expenses, should you wish to use it. If you would like additional envelopes please let me know. • The CIE Study Abroad Office would also like you to return your medical packets along with your program receipts.