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Structuring a Successful Structuring a Successful Upward Bound Program Upward Bound Program Southeastern Association of Educational Opportunity Program Personnel 37 th Annual Conference January 24 – 28, 2009

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Page 1: Structuring a Successful Upward Bound Program Southeastern Association of Educational Opportunity Program Personnel 37 th Annual Conference January 24

Structuring a Successful Structuring a Successful Upward Bound ProgramUpward Bound Program

Southeastern Association of Educational Opportunity Program Personnel

37th Annual Conference

January 24 – 28, 2009

Page 2: Structuring a Successful Upward Bound Program Southeastern Association of Educational Opportunity Program Personnel 37 th Annual Conference January 24

PresenterPresenter

Elizabeth C. Retamozo, Executive Director

NOSOTROS Education Center NOSOTROS Education Center www.nosotrosedu.org

Phone: 469-450-7137

Email: [email protected]

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Page 3: Structuring a Successful Upward Bound Program Southeastern Association of Educational Opportunity Program Personnel 37 th Annual Conference January 24

Session Overview Session Overview

• Higher Education Opportunity Act (HEOA) Impact on TRIO & UB/UBMS Program

• Review of Program Standard Objectives Academic & Supportive Services

• Student Retention & Parental Involvement

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Page 4: Structuring a Successful Upward Bound Program Southeastern Association of Educational Opportunity Program Personnel 37 th Annual Conference January 24

Presentation MaterialsPresentation Materials

• PowerPoint Slide Handouts• Additional Documents & Materials located at:

• www.nosotrosedu.org– Go to Resources Page– Register Your Email Address– Click the Presentations & Links Tab– Click SAEOPP 2009 UB Conference Session

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Page 5: Structuring a Successful Upward Bound Program Southeastern Association of Educational Opportunity Program Personnel 37 th Annual Conference January 24

PART IPART I

Impact of Higher Education Impact of Higher Education Opportunity ActOpportunity Act

on UB & UB Math/Science on UB & UB Math/Science

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Page 6: Structuring a Successful Upward Bound Program Southeastern Association of Educational Opportunity Program Personnel 37 th Annual Conference January 24

Higher Education Opportunity Act Higher Education Opportunity Act

• Reauthorizes the Higher Education Act (HEA) of 1965 as amended

• Provisions of the HEOA were effective upon enactment, August 14, 2008, unless otherwise noted in the law.

• Introduces a number of provisions designed to:strengthen TRIO services ensure greater opportunities for LI & FG student to

excel academically achieve greater access to higher education.

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Page 7: Structuring a Successful Upward Bound Program Southeastern Association of Educational Opportunity Program Personnel 37 th Annual Conference January 24

Negotiated Rulemaking Process Negotiated Rulemaking Process

• As required by HEA, DE will issue regulations for programs affected by the HEOA through the negotiated rulemaking process

• DE will assemble 5 committees including Team IV – Discretionary Grants: TRIO, GEAR UP, & special ed programs for migrant students.

• Committee will address branch campuses & different populations, PE points, new appeals process for TRIO, funding rules, partnership guidelines, & allowable activities for GEAR UP.

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Page 8: Structuring a Successful Upward Bound Program Southeastern Association of Educational Opportunity Program Personnel 37 th Annual Conference January 24

Negotiated Rulemaking Process Negotiated Rulemaking Process

• DE published a notice in the FR on 12/31/08 announcing plan to establish negotiated rulemaking committees to write new regulations to implement HEOA

• Nominations for negotiators (students, public & private institutions of higher education, state higher education officials, & organizations representing the interest of students) were due on 01/23/09.

• DE expects meetings in DC to begin in Feb with goal of publishing final regulations by 11/01/09 & impacting grant competitions in FY2010.

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Page 9: Structuring a Successful Upward Bound Program Southeastern Association of Educational Opportunity Program Personnel 37 th Annual Conference January 24

Immediate HEOA Impact on TRIOImmediate HEOA Impact on TRIO

• Moves Prior Experience from being regulatory (i.e., defined by ED) to legislative (i.e., defined by Congress).

• Extends all grant terms to five years.

• Increases minimum program grant to $200,000

• Removes the “in exceptional circumstances” limitation on grant applications from secondary schools.

• Creates an appeals process for TRIO applicants involving a re-reading by a second peer review panel.

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Page 10: Structuring a Successful Upward Bound Program Southeastern Association of Educational Opportunity Program Personnel 37 th Annual Conference January 24

Immediate HEOA Impact on TRIOImmediate HEOA Impact on TRIO

• Instructs the Secretary to “rigorously evaluate the effectiveness” of TRIO programs (including Upward Bound), but mandates that in doing so the Secretary shall not (A) require programs to recruit more students than normal or (B) deny services to eligible students. 

• Additionally, in designing an evaluation, the Secretary must consider (A) the burden placed on program participants and institutions and; (B) whether the evaluation meets the standards of institutional review boards.  

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Page 11: Structuring a Successful Upward Bound Program Southeastern Association of Educational Opportunity Program Personnel 37 th Annual Conference January 24

Immediate HEOA Impact on UB/UBMSImmediate HEOA Impact on UB/UBMS

• Allows grantees to target “students who are limited English proficient, students from groups that are traditionally underrepresented in postsecondary education, students with disabilities, students who are homeless children and youths, students who are in foster care or aging out of the foster care system, or other disconnected students.”

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Page 12: Structuring a Successful Upward Bound Program Southeastern Association of Educational Opportunity Program Personnel 37 th Annual Conference January 24

Immediate HEOA Impact on UB/UBMSImmediate HEOA Impact on UB/UBMS

• Kills the entire Absolute Priority including the evaluation.

• Requires that 1/3 of participating students be low-income individuals, first generation college students, or students who are at a high risk for academic failure.

• Instructs the Secretary to implement an evaluation of UB by 06/30/10 (See parameters of evaluation methodology on previous slide.)   

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Page 13: Structuring a Successful Upward Bound Program Southeastern Association of Educational Opportunity Program Personnel 37 th Annual Conference January 24

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Recap of Immediate Impact of HEOA on Recap of Immediate Impact of HEOA on UB/UBMSUB/UBMS

No more Absolute Priority! Allowed to Recruit New 11th Grader Students - Not

Recommended Eligibility Does Not Mean Automatic Selection! Define Academic Need & High Risk for Academic Failure

(part of 1/3 now) – Verification of Eligibility & Selection Form Review IRS/DS Plan & Change as Needed –

Plan of Operation

Page 14: Structuring a Successful Upward Bound Program Southeastern Association of Educational Opportunity Program Personnel 37 th Annual Conference January 24

HEA Changes Effective Next HEA Changes Effective Next Grant CompetitionGrant Competition

• For competitions for grants under this chapter that begin on or after January 1, 2009:

Changes in Prior Experience

Changes in Required Services

Changes in Permissible Services

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Page 15: Structuring a Successful Upward Bound Program Southeastern Association of Educational Opportunity Program Personnel 37 th Annual Conference January 24

HEA Changes Effective Next HEA Changes Effective Next Grant CompetitionGrant Competition

• For competitions for grants under this chapter that begin on or after January 1, 2009:

Changes in Prior Experience

Changes in Required Services

Changes in Permissible Services

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Page 16: Structuring a Successful Upward Bound Program Southeastern Association of Educational Opportunity Program Personnel 37 th Annual Conference January 24

Review of UB/UBMS Program Review of UB/UBMS Program

Standard ObjectivesStandard Objectives

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PART IIPART II

Page 17: Structuring a Successful Upward Bound Program Southeastern Association of Educational Opportunity Program Personnel 37 th Annual Conference January 24

Mandatory ObjectivesMandatory Objectives

1. Academic Improvement:

___% of all UB participants, who at the time of entrance into the project had an expected high school graduation date during the school year, will have achieved at the proficient level during high school on state assessments in reading/language arts and math.

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Page 18: Structuring a Successful Upward Bound Program Southeastern Association of Educational Opportunity Program Personnel 37 th Annual Conference January 24

Academic & Supportive ServicesAcademic & Supportive Services

1. Academic Improvement (9th & 10th Grade):

AC – Tutoring in math, science, English, Reading & Foreign Language AC – Monthly Saturdays for College & Cultural Activities/Field Trips AC – Academic Advising via CollegeED Booklets SC – Course Content Based on NCLB Test Objectives. Instructors

Develop Lesson Plan with Pre & Post Tests SC – Electives, College Exploration & Leadership Building Activities

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Page 19: Structuring a Successful Upward Bound Program Southeastern Association of Educational Opportunity Program Personnel 37 th Annual Conference January 24

Mandatory ObjectivesMandatory Objectives

3. Postsecondary Enrollment:

__% of all UB participants, who at the time of entrance into the project had an expected graduation date during the school year, will enroll in a program of postsecondary education by the fall term immediately following the expected graduation date from high school.

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Page 20: Structuring a Successful Upward Bound Program Southeastern Association of Educational Opportunity Program Personnel 37 th Annual Conference January 24

Academic & Supportive ServicesAcademic & Supportive Services

3. Postsecondary Enrollment (11th & 12th):

AC – Tutoring in math, science, English, Reading & Foreign Language AC – Monthly Saturdays for ACT/PSAT/SAT Preparation AC – Academic Advising via CollegeED Booklets SC – Course Content Based on College Entrance Exam Objectives.

Instructors Develop Lesson Plan with Pre & Post Tests SC – Electives, College Exploration & Leadership Building Activities.

Rising 12th Grader College Trip

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Page 21: Structuring a Successful Upward Bound Program Southeastern Association of Educational Opportunity Program Personnel 37 th Annual Conference January 24

Mandatory ObjectivesMandatory Objectives

4. Postsecondary Persistence:

___% of all UB participants who enrolled in a program of postsecondary education during the fall term immediately following high school graduation will be enrolled for the fall term of the second academic year.

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Page 22: Structuring a Successful Upward Bound Program Southeastern Association of Educational Opportunity Program Personnel 37 th Annual Conference January 24

Academic & Supportive ServicesAcademic & Supportive Services

4. Postsecondary Persistence: 9th Grade:

• Plan for Concurrent/Dual Enrollment by 12th Grade• Check of HS Diploma Plan for College Enrollment• Begin Working on NCLB (Objective #1) via AY

Tutoring & SC Instruction

10th Grade: • GPA Increase via AY Tutoring • Master NCLB (Objective #1) via SC Instruction

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Page 23: Structuring a Successful Upward Bound Program Southeastern Association of Educational Opportunity Program Personnel 37 th Annual Conference January 24

Academic & Supportive ServicesAcademic & Supportive Services

4. Postsecondary Persistence: 11th Grade: • Increase GPA via AY Tutoring• PSAT/SAT/ACT Preparation via SC Instruction from

College Professors 12th Grade: • Enrollment in Honor & AP Courses• Dual Enrollment in HS & College by Spring Semester• Bridge or AP & CLEP Preparation via SC instruction • Referral to SSS asap

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Page 24: Structuring a Successful Upward Bound Program Southeastern Association of Educational Opportunity Program Personnel 37 th Annual Conference January 24

Student Retention & Parental Student Retention & Parental Involvement Involvement

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PART PART IIIIII

Page 25: Structuring a Successful Upward Bound Program Southeastern Association of Educational Opportunity Program Personnel 37 th Annual Conference January 24

Mandatory ObjectivesMandatory Objectives

2. Project Retention:

___% of 9th, 10th, and 11th grade project participants served during each school year will continue to participate in the project during the next school year.

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Page 26: Structuring a Successful Upward Bound Program Southeastern Association of Educational Opportunity Program Personnel 37 th Annual Conference January 24

Objective #2: Retention Objective #2: Retention

• Staff Philosophy

• Staff Training

• Student Activities

• Parental Involvement

RELATIONSHIPS! RELATIONSHIPS!

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Page 27: Structuring a Successful Upward Bound Program Southeastern Association of Educational Opportunity Program Personnel 37 th Annual Conference January 24

Objective #2: Retention Objective #2: Retention

• Staff Philosophy:

- How to Work with Students & Families

- How to Lead Groups

- How to Build Lasting Relationships

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Page 28: Structuring a Successful Upward Bound Program Southeastern Association of Educational Opportunity Program Personnel 37 th Annual Conference January 24

Objective #2: Retention Objective #2: Retention

• Staff Training:

– Leading During Times of Change

– Team Building

– Working Effectively with Staff

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Page 29: Structuring a Successful Upward Bound Program Southeastern Association of Educational Opportunity Program Personnel 37 th Annual Conference January 24

Objective #2 - RetentionObjective #2 - Retention

• Starts During Recruitment of 9th Graders Only

• Parents are Very Involved

• Parent/Student Recruitment Mixer

• Two Month Probation Period– Students participate in ALL activities – Unpaid Interns (SW & Psychology)– Parent/Student Interview

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Page 30: Structuring a Successful Upward Bound Program Southeastern Association of Educational Opportunity Program Personnel 37 th Annual Conference January 24

Objective #2: Retention Objective #2: Retention

• October Team Building – Low Ropes • Two Staff Telephone Contact • Weekly Staff Meetings to Share Student Info• Parent Fundraising Group – Automatic

Enrollment• Staff Attends Students’ Church/Games etc• TRIO HS Student Organization

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Page 31: Structuring a Successful Upward Bound Program Southeastern Association of Educational Opportunity Program Personnel 37 th Annual Conference January 24

Objective #2: Retention Objective #2: Retention

• Staff Meets with Each Student Weekly• Staff Involved in School Activities• Student Community Involvement• Saturday College Involvement• College for a Day• Parent & Student School Board Presentations

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Page 32: Structuring a Successful Upward Bound Program Southeastern Association of Educational Opportunity Program Personnel 37 th Annual Conference January 24

Objective #2: Retention Objective #2: Retention

• Use of Technology Myspace Facebook Text Messages

• Staff Contact Parents with Positives & Concerns• Parent Spring Potluck

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Page 33: Structuring a Successful Upward Bound Program Southeastern Association of Educational Opportunity Program Personnel 37 th Annual Conference January 24

Objective #2: Retention Objective #2: Retention

• Empower Parents in Community Events• Use of Alumni

FGSO Panelist Banquet Held in November not Summer

• 1st Stipend – Only Parents Allowed to Pick-Up – Advisor Discretion

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Page 34: Structuring a Successful Upward Bound Program Southeastern Association of Educational Opportunity Program Personnel 37 th Annual Conference January 24

Questions & AnswersQuestions & Answers

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