Post on 12-Jan-2016
description
Access Programs on the Rise Access Programs on the Rise
A Dialogue on Pipelines that Remove A Dialogue on Pipelines that Remove Barriers to and through Post Secondary Educational Barriers to and through Post Secondary Educational
OpportunitiesOpportunities
Barry W. Simmons Sr., Director, University Scholarships and Financial Aid, Barry W. Simmons Sr., Director, University Scholarships and Financial Aid, Virginia Polytechnic Institute and State UniversityVirginia Polytechnic Institute and State University
Yvonne Hubbard, Director, Director, Student Financial Services, Yvonne Hubbard, Director, Director, Student Financial Services, The University of VirginiaThe University of Virginia
Mark Caldwell, Assistant Director, College Guide ProgramMark Caldwell, Assistant Director, College Guide ProgramThe University of VirginiaThe University of Virginia
The College BoardThe College BoardSouthern Regional Forum Southern Regional Forum
20072007Atlanta, GA Atlanta, GA
Program Creation Process
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
Determine/Goal Outcome
– What do you want to do?
– Why?
– Target
Program Creation Process
Build Conceptual Framework– Product– Delivery Channels– Interested/Impacted Parties
Program Creation Process
Secure Funding– Public– Private– Creative
Program Creation Process
Develop Infrastructure– Program Framework/Elements– Staffing/Space/Budget– IT Support– Communications/Publicity/Audience– Institutional Sanction– External Sanction
Program Creation Process
Implement Infrastructure– Training– Event Planning– Oversight– Adjustments– Coordination– Delivery
Program Creation Process
Evaluate Infrastructure Outcomes– Formal/Informal– Internal/External– Quantitative/Qualitative– Feedback Loop – Cybernetic– Cycle– Distribution
THE BASICS: AccessUVa
• 100% of Need Met
• All Grants To Low-Income
• Loan Cap on Need-based loans
• Financial Literacy
Low-Income Students Attend Postsecondary at Lower RatesAchievement Level (in quartiles)
Low-Income
High-Income
First (Low) 36% 77% Second 50% 85% Third 63% 90% Fourth (High) 78% 97%
Source: NELS: 88, Second (1992) and Third Follow up (1994); in, USDOE, NCES, NCES Condition of Education 1997 p. 64
2001 by The E
ducation Trust, Inc.
University of VirginiaNumber of Pell Recipients
1000
1100
1200
1300
1400
1500
1600
40%
50%
60%
70%
80%
90%
100%
1992-1993
1993-1994
1994-1995
1995-1996
1996-1997
1997-1998
Total need met Need met by grants Poly. (Need met by grants)
Meeting Need
Meeting our Goals For
Meeting Need
40%
50%
60%
70%
80%
90%
100%
1995-1996
1996-1997
1997-1998
1998-1999
1999-2000
2000 -2001
2001 -2002
2002 -2003
2003 -2004
Total need met Middle Income Need Met
Need met by grants MI - Need Met by Grants
Partnerships
AccessUVA
CoordinatorsStudent Financial Services
University RelationsAdmission Office
Assistant VP for University Relations
Dean of Undergraduate Admissions
Director of Student Financial Services
Assistant VP for Finance
Dean ofArts & Sciences
Center for Undergraduate Excellence
State Governmental Relations
VP for Finance
Director of the Budget
President’s Chief of Staff
VP forStudent Affairs
Assistant Dean Arts & Sciences
Assistant VP for University Relations
Assistant VPManagement & Budget
Dean ofStudents
Senior VP for DevelopmentAnd Public Affairs
DirectorInstitutional Assessment
Board of Visitors President’s OfficePublic Service
& Outreach
Orgins
• 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.
Preparing for Implementation • 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
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
Issues
– Early Identification• Admissions
– Assistance with visits to the University
– To be aware of personal circumstances
– To provide ‘consideration’
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?
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
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
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
Student Count and Need Analysis Components for Undergraduates with Need who were Packaged, Virginia Tech, 2005-2006
In-State
Family Income (AGI)
Student Count
Raw Need
Unmet Need
% of Unmet Need
Average EFC
Min EFC
Max EFC
$0 - $29,999 1,527.00
22,910,876
7,160,396 31.25%
1,211 0
16,073
$30,000 - $49,999
1,041.00
13,677,848
4,714,712 34.47%
3,985
103
18,260
$50,000 - $74,999
1,378.00
12,637,779
4,049,404 32.04%
8,031
745
19,979
$75,000 - $99,999
947.00
5,603,427
1,466,964 26.18%
11,582
2,484
23,650
$100,000 or more
564.00
2,389,189
610,094 25.54%
13,288
2,403
24,027
Total 5,457
57,219,119
18,001,570 31.46%
Out-of-State
Family Income (AGI)
Student Count
Raw Need
Unmet Need
% of Unmet Need
Average EFC
Min EFC
Max EFC
$0 - $29,999 359
8,620,212
3,097,564 35.93%
1,501 0
15,990
$30,000 - $49,999
298
6,836,116
2,809,554 41.10%
4,610
153
25,207
$50,000 - $74,999
406
7,442,029
3,157,742 42.43%
9,019
1,080
29,275
$75,000 - $99,999
604
7,928,214
3,859,737 48.68%
14,530
2,218
34,732
$100,000 or more
766
6,482,654
3,006,314 46.37%
19,727
3,940
39,774
Total 2,433
37,309,225
15,930,911 42.70%
Figure 1. Numberof VT Undergraduates with Need by Family Income, 2000-2005: VA Residents
0
200
400
600
800
1,000
1,200
1,400
1,600
1,800
2,000
2,200
2,400
$0 - $29,999 $30,000 - $49,999 $50,000 - $74,999 $75,000 - $99,999 $100,000 or more
Family Income
No.
Stu
dent
s
2000-01
2001-02
2002-03
2003-04
2004-05
Figure 2. Number of VT Undergraduates with Need by Family Income, 2000-2005: Non-VA Residents
0
100
200
300
400
500
600
700
800
$0 - $29,999 $30,000 - $49,999 $50,000 - $74,999 $75,000 - $99,999 $100,000 or more
Family Income
No.
Stu
dent
s
2000-01
2001-02
2002-03
2003-04
2004-05
Figure 3. Average Gross Need of VT Undergraduates with Need by Family Income, 2000-2005: VA Residents
0
2,000
4,000
6,000
8,000
10,000
12,000
14,000
16,000
18,000
20,000
22,000
24,000
26,000
$0 - $29,999 $30,000 - $49,999 $50,000 - $74,999 $75,000 - $99,999 $100,000 or more
Family Income
Ave
rage
Gro
ss N
eed
($)
2000-01
2001-02
2002-03
2003-04
2004-05
Figure 4. Average Gross Need of VT Undergraduates with Need by Family Income, 2000-2005: Non-VA Residents
0
2,000
4,000
6,000
8,000
10,000
12,000
14,000
16,000
18,000
20,000
22,000
24,000
26,000
$0 - $29,999 $30,000 - $49,999 $50,000 - $74,999 $75,000 - $99,999 $100,000 or more
Family Income
Ave
rage
Gro
ss N
eed
($)
2000-01
2001-02
2002-03
2003-04
2004-05
Figure 5. Average Family Contribution of VT Undergraduates with Need by Family Income, 2000-2005: VA Residents
0
2,000
4,000
6,000
8,000
10,000
12,000
14,000
16,000
18,000
20,000
$0 - $29,999 $30,000 - $49,999 $50,000 - $74,999 $75,000 - $99,999 $100,000 or more
Family Income
Ave
rage
EFC
($)
2000-01
2001-02
2002-03
2003-04
2004-05
Figure 6. Average Family Contribution of VT Undergraduates with Need by Family Income, 2000-2005: Non-VA Residents
0
2,000
4,000
6,000
8,000
10,000
12,000
14,000
16,000
18,000
20,000
$0 - $29,999 $30,000 - $49,999 $50,000 - $74,999 $75,000 - $99,999 $100,000 or more
Family Income
Ave
rage
EFC
($)
2000-01
2001-02
2002-03
2003-04
2004-05
Figure 7. Average Financial Aid Awarded toVT Undergraduates with Need by Family Income, 2000-2005:
VA Residents
0
2,000
4,000
6,000
8,000
10,000
12,000
14,000
16,000
18,000
20,000
$0 - $29,999 $30,000 - $49,999 $50,000 - $74,999 $75,000 - $99,999 $100,000 or more
Family Income
Ave
rage
Fin
anci
al A
id ($
)
2000-01
2001-02
2002-03
2003-04
2004-05
Figure 8. Average Financial Aid Awarded to VT Undergraduates with Need by Family Income, 2000-2005:
Non-VA Residents
0
2,000
4,000
6,000
8,000
10,000
12,000
14,000
16,000
18,000
20,000
$0 - $29,999 $30,000 - $49,999 $50,000 - $74,999 $75,000 - $99,999 $100,000 or more
Family Income
Ave
rage
Fin
anci
al A
id ($
)
2000-01
2001-02
2002-03
2003-04
2004-05
Figure 9. Average Unmet Need of VT Undergraduates with Need by Family Income, 2000-2005: VA Residents
0
2,000
4,000
6,000
8,000
10,000
12,000
$0 - $29,999 $30,000 - $49,999 $50,000 - $74,999 $75,000 - $99,999 $100,000 or more
Family Income
Ave
rage
Unm
et N
eed
($)
2000-01
2001-02
2002-03
2003-04
2004-05
Figure 10. Average Unmet Need of VT Undergraduates with Need by Family Income, 2000-2005: Non-VA Residents
0
2,000
4,000
6,000
8,000
10,000
12,000
$0 - $29,999 $30,000 - $49,999 $50,000 - $74,999 $75,000 - $99,999 $100,000 or more
Family Income
Ave
rage
Unm
et N
eed
($)
2000-01
2001-02
2002-03
2003-04
2004-05
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
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
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
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
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
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
Program Creation ProcessVT FUNDS FOR THE FUTURE
– Feedback loop/cybernetic• Tweak program in future years
– Cycle• Annual
– Distribution• Internal and external
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
Accomack
Northumberland
Northampton
Middlesex
Suffolk CityChesapeake City
Virginia Beach CityIsle Of Wight
Southampton
York
James City
Lancaster
GloucesterCharles City
Surry
New Kent
Prince George
Arlington
Prince William
Fairfax
King George
WestmorelandSpotsylvania
Fauquier
LoudounClarke
Frederick
Highland
Augusta
Rockingham
Bath
Rockbridge
Albemarle
Warren
MadisonGreene
Page
Alleghany
Bland
Roanoke
Bedford Campbell
Pulaski
Scott
Sussex
Greensville
Dinwiddie
ChesterfieldAppomattox
Mecklenburg
AmeliaCumberland
Charlotte
Halifax
King WilliamHenrico
Powhatan
HenryPatrick
CarrollGraysonWashington
RichmondEssex
King And QueenHanover
Orange
Culpeper
Louisa
AmherstBotetourt
Brunswick
Buchanan
Buckingham
Caroline
Craig
Dickenson
Floyd
Fluvanna
Franklin
Giles
Goochland
Lee
Lunenburg
Mathews
Montgomery
Nelson
Nottoway
Pittsylvania
Prince Edward
Rappahannock
Russell
Shenandoah
Smyth
Stafford
Tazewell
WiseWythe
Virginia = 31.8%
Data Source: 2000 Census
37.8% to 68.9%21.4% to 37.8%14.3% to 21.4%10.3% to 14.3%
6.6% to 10.3%
Percent of 25-64 Year Olds With at Least a Baccalaureate Degree – 2000
11
Northampton
Middlesex
Accomack
Northumberland
Clarke
Frederick
Highland
Augusta
Rockingham
Bath
Rockbridge
Albemarle
Warren
MadisonGreene
Page
Alleghany
Bland
Roanoke
Bedford Campbell
Pulaski
Scott WashingtonCarroll
GraysonHenry
Patrick
Appomattox
HalifaxSouthampton
Sussex
Greensville
Charles City
Prince George
Dinwiddie
Chesterfield
Mecklenburg
AmeliaCumberland
Charlotte
King WilliamHenrico
PowhatanNew Kent
Suffolk City
Isle Of Wight
James City
Gloucester
Surry
Chesapeake City
York
Virginia Beach City
Lancaster
Prince William
King George
WestmorelandSpotsylvania
ArlingtonFairfaxFauquier
Loudoun
RichmondEssex
King And QueenHanover
Orange
Culpeper
Louisa
AmherstBotetourt
Brunswick
Buchanan
Buckingham
Caroline
Craig
Dickenson
Floyd
Fluvanna
Franklin
Giles
Goochland
Lee
Lunenburg
Mathews
Montgomery
Nelson
Nottoway
Pittsylvania
Prince Edward
Rappahannock
Russell
Shenandoah
Smyth
Stafford
Tazewell
WiseWythe
Virginia = $23,975Data Source: 2000
Census
$24,844 to $41,052$20,196 to $24,844$17,077 to $20,196$15,103 to $17,077$12,788 to $15,103
Percent of 25-64 Year Olds With at Least a Baccalaureate Degree – 2000
Per Capita Personal Income, 1999
12
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
Contact Info & Presentation Site
Mark Caldwell mac5mj@virginia.eduYvonne 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 Networkwww.collegeaccess.org/NCAN/index.aspx