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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 Simmons, Director, Office of University Scholarships and Financial Aid, Virginia Polytechnic Institute and State University, VA

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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 Simmons, Director, Office of University Scholarships and Financial Aid, Virginia Polytechnic Institute and State University, VA • Yvonne Hubbard, Director, Student Financial Services, University of Virginia, VA • Nicole Hurd, Director of the College Guide Program, University of Virginia, VA • Carolyn Lee, Chief Operating Officer, Fulfillment Fund, CA • The College Board • Forum 2006 • San Diego, CA

  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. Fulfillment Fund Mission To help promising, yet educationally underserved and economically disadvantaged students achieve high school graduation and access to and completion of higher education through programs that also produce systemic change.

  30. Access Programs on the Rise Increasing Retention and College Access Among Underrepresented Students www.fulfillment.org

  31. Setting the Context Institutional Roadblocks to College Culturally irrelevant curriculum • Lack of access to college prep curriculum • Poor school culture • Large, overcrowded schools • Depersonalized environment • Growing achievement gap • A culture of low expectations • An obsolete educational model

  32. Parent Outreach/ Education School/District Partnerships Community Partnerships Post-Secondary Services College Access Curriculum Mentoring Services Scholarships College and Career Counseling Experiential Learning Opportunities Fulfillment Fund College Access & Success Model

  33. Beginning with the End in Mind The questions that have driven the development process are: • What are the standard things that ALL high school students need to know and be able to do to achieve college access? • What challenges do our students encounter that limit their opportunities and capacity to achieve college access? • What role can the Fulfillment Fund play in assisting: • Students on the college-track move forward? • Students in the middle close their achievement gaps? • Students who are low-performing make up for academic and attitudinal gaps.

  34. Critical Reflection Self-Assessment & Personal College Readiness Development Cultural High School Graduation Readiness Self-Advocacy & Empowerment Curricular Framework College Access & Success

  35. Curriculum Design • Gradual development over a 4-year period • Students will have completed work products as evidence of their progress towards college readiness such as: • 9th Grade- H.S. Graduation Plan, Academic Improvement Plan • 10th Grade- Academic Improvement Plan, Individual Advocacy Plan, Career-Personality Correlation Instrument • 11th Grade- College Readiness Portfolio • 12th Grade- Completed UC Application, Plan for life after high school

  36. College Readiness Index Curriculum Evaluation Gauging Overall Impact Is there a significant change in College Readiness observable in FF students? To what degree can we attribute the change in College Readiness to the delivery of services & curriculum? What is the magnitude of the change? Intensity of additional services, participation, number of lessons to which a student is exposed.

  37. College Readiness Index

  38. College and Career Counseling One-on-One Sessions: • Parent/Mentor Involvement • Academic Counseling • College Counseling • Financial Aid Counseling • Transfer Counseling • Career Counseling • Graduate School Counseling

  39. Experiential Learning Opportunities • Destination: College • College Visits: Local and Out-of-State • Cultural and Educational Field Trips • Community Service Activities • Job Shadowing • Group Workshops: • Test Preparation (e.g. SAT/ACT) • College Essay and Application • Financial Aid and Scholarship • Career Exploration • Transitions to College

  40. Post-Secondary Services • Required advisement for students on academic probation to boost retention • Continuing college/career planning • Paid summer internships and career training • Year-end college graduation celebration • Post-College Alumni Association committed to supporting our mission

  41. Parent Outreach/ Education School/District Partnerships Community Partnerships Fulfillment Fund COLLEGE ACCESS & SUCCESS MODEL Post-Secondary Services College Access Curriculum Mentoring Services Scholarships College and Career Counseling Experiential Learning Opportunities Fulfillment Fund: Putting It All Together

  42. 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

  43. 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

  44. 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

  45. 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

  46. Presentation Site http://www.finaid.vt.edu/Presentations/ look for collegeboardfinal1106 http://www.collegeaccess.org/NCAN/index.aspx

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