nonresident cap policy briefing presentation--final · 2017. 10. 20. · nonresident enrollment...

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NONRESIDENT ENROLLMENTNONRESIDENT ENROLLMENT POLICY BRIEFING

Linda K. JohnsrudVP for Academic Planning & PolicyBoard of Regents MeetingOctober 23, 2008

Nonresident Enrollment Policy Briefing

BOR Policy, Chapter 5, Section 11, 7BOR Policy, Chapter 5, Section 11, 7

Campus ceilings for nonresident (NR) ll tenrollments are:

30% at baccalaureate campuses

15% at community colleges

The base for determining ceilings is projected

campus headcount enrollment (excludes active

duty military personnel stationed in Hawai‘i and

their authorized dependents). (Oct. 18, 2002)

APP: 10.23.08 2

2


Reasons for Policy ReviewReasons for Policy Review

Compliance

Student concern regarding NR preference

Legislative interest: resolutions entertained

BOR request

APP: 10.23.08 3


Policy ContextPolicy Context

First established in 1970’s Controlled Growth PolicyPolicy

Revised in 2002, as Section 11 in Academic Affairs, Admissions (cap unchanged)

Differential admissions policies may be established for resident and NR students

In establishing admissions criteria for NRs, the campuses shall utilize the following principles:

APP: 10.23.08 4

3


PrinciplesPrinciples

A public university’s first responsibility is to provide higher education opportunities forprovide higher education opportunities for qualified students from the community that supports it.

No qualified resident applicant should be denied admission to the University system. Implementing this policy is a major responsibility of both the two- and four-year campuses.

APP: 10.23.08 5


Principles continued…Principles continued…

At all campuses, but particularly at the C it C ll t bli h d fCommunity Colleges, programs established for the explicit purpose of educating and training students to meet state manpower needs have a special obligation to admit qualified residents who can reasonably be expected to remain in the y pstate upon graduation.

APP: 10.23.08 6

4


Percent of NonresidentsPercent of Nonresidents——UHCCUHCC

4% 3% 3% 4% 4% 4% 5% 5% 5% 5% 5% 4% 5% 5% 4% 4%4% 5% 5% 5% 5% 6% 7% 7% 7% 7%

100%

40%

60%

80%

APP: 10.23.08

0%

20%

1983 84 85 86 87 88 89 90 91 92 93 94 95 96 97 98 99 00 01 02 03 04 05 06 07 2008

Resident Nonresident Military

7


Percent of NonresidentsPercent of Nonresidents——UHMUHM

16% 17% 15% 15% 16% 16% 16% 17% 18% 18% 18% 18% 17% 17% 18% 19% 20% 22% 25% 26%

100%

25% 26% 29% 31% 32% 33% 33% 33%

40%

60%

80%

APP: 10.23.08

0%

20%

1983 84 85 86 87 88 89 90 91 92 93 94 95 96 97 98 99 00 01 02 03 04 05 06 07 2008


8

5


Percent of NonresidentsPercent of Nonresidents——UHHUHH

19% 15% 12% 12% 12% 13% 10% 12% 11% 13% 15% 17% 18% 18% 18% 21% 22%26%

31% 31%

100%

31% 34%38% 39% 40% 38% 35% 31%

40%

60%

80%

APP: 10.23.08

0%

20%

1983 84 85 86 87 88 89 90 91 92 93 94 95 96 97 98 99 00 01 02 03 04 05 06 07 2008


9


Nonresident CategoriesNonresident Categories Geographic origin

Mainland International Pacific Island jurisdictions Pacific Island jurisdictions include those that do not have baccalaureate granting public

institutions (e.g., American Samoa, Northern Marianas, FSM, Palau, Marshall Islands, etc.).

Tuition statusFull pay Exempt 150%

By BOR policy, exempt refers to East West Center, active duty military & dependents, Hawai‘i

national guard & reservists, Native Hawaiians, UH faculty/staff who pay resident rates. g , , y p y

150% refers to Pacific Islanders (BOR policy effective fall 2007) and Western Undergraduate Exchange (WUE) program who pay 150% of resident rates.

Academic levelUndergraduate Graduate First professional

First professional schools include Law, Medicine, Architecture, and Pharmacy.APP: 10.23.08 10

6


Nonresidents by Geographic Origin, Nonresidents by Geographic Origin, UHM and UHHUHM and UHH

20% 18% 17%

100%

Total NR Enrollment

6,75333%

6,58833%

6,57933%

1,34038%

1,23935%

1,18431%

66% 66% 67% 67% 69% 69%

5% 6% 5%14% 13% 13%

28% 28% 28%20% 18% 17%

50%

75%

APP: 10.23.08

66% 66% 67% 67%

0%

25%

2006 2007 2008 2006 2007 2008

U.S. Mainland Pacific Island International (Non-Citizens)UHM UHH

11


Nonresidents by Tuition Status, Nonresidents by Tuition Status, UHM and UHHUHM and UHH

18% 16%

100%

Total NR Enrollment

6,75333%

6,58833%

6,57933%

1,34038%

1,23935%

1,18431%

25% 26%28%

35%37% 38%

29% 27% 22% 25%18% 16%

50%

75%

APP: 10.23.08

46% 47% 50%40% 44% 46%

0%

25%

2006 2007 2008 2006 2007 2008

Full Pay 150% ExemptUHM UHH

Note: By BOR policy, exempt refers to East West Center, active duty military & dependents, Native Hawaiians, Hawai‘i national guard & reservists, UH faculty/staff who pay resident rates. 150% refers to Pacific Islanders (BOR policy effective fall 2007) and Western Undergraduate Exchange (WUE) program who pay 150% of resident rates. 12

7


Nonresidents by Academic Level, Nonresidents by Academic Level, UHM & UHHUHM & UHH

3% 7% 10%100%

Total NR Enrollment

6,75333%

6,58833%

6,57933%

1,34038%

1,23935%

1,18431%

97% 93% 90%

39% 39% 40%

50%

75%

APP: 10.23.08

61% 61% 60%

0%

25%

2006 2007 2008 2006 2007 2008

Undergraduate Graduate / First Professional

UHM UHH

13



Graduate and professional programs have a special responsibility to admit the mostspecial responsibility to admit the most qualified students while demonstrating that every effort is made to enroll resident applicants who compete favorably in the admissions process.

APP: 10.23.08 14

8



Professional programs at the four-year and graduate level must be cognizant of theirgraduate level must be cognizant of their responsibility to educate adequate numbers of resident professionals to serve state needs.

In addition to these numbers, qualified nonresidents who pay a higher tuition can enhance the mix.

APP: 10.23.08 15


Graduate Students, Fall 2008Graduate Students, Fall 2008

16%

100%

Total Enrollment

5,701 241

84%

44%

40%

60%

80%

APP: 10.23.08

56%

0%

20%

UHM UHH

Resident NonresidentNote: Includes graduate level data only. 16

9


Professional Schools, Fall 2008Professional Schools, Fall 2008

% 22% 22% 22% 21%

100%

Total Enrollment 460 1,129 166 110 313 428 178

76% 78% 78% 78% 79%

46%

24% 22% 22% 22% 21%

47%

40%

60%

80%

APP: 10.23.08

54% 53%

0%

20%

Business Education Nursing Architecture Law Medicine Pharmacy

Resident NonresidentNote: Includes graduate level data only.

(UHH)

17


Factors Relevant to NR Enrollment PolicyFactors Relevant to NR Enrollment Policy

Reciprocity (WUE) Revenue

Capacity (Housing)

Graduation & attrition

Economic impact

Financial assistance

Cost share

Other states’ policies Economic impact Other states policies

APP: 10.23.08 18

10


WUE Net Migration to

Hawai‘i

Western Undergraduate Exchange (WUE) Western Undergraduate Exchange (WUE) Student EnrollmentStudent Enrollment

200

From Hawai‘i To Hawai‘i

647 2007

720 2006

646 2005

822 2004-1,299

-1,337

-1,363

-1,403

2,121

1,983

2,083

2,050

2004

2005

2006

2007

471 2003

-151 2002

-459 2001-1,513

-1,473

-1,300

1,054

1,322

1,771

-1,600 -800 0 800 1,600 2,400

2001

2002

2003

APP: 10.23.08 19


Housing Priorities, UH Housing Priorities, UH MānoaMānoa

1. Regent/Presidential Scholars, student athletes, National Student Exchange Program, special needs, College Opportunities Program (res & NR)

2. All first-time freshmen (res & NR)

3. Continuing students who lived in housing the previous year (res & NR)y ( )

4. First-year undergraduate transfers (res & NR)

5. Neighbor island students

6. For O‘ahu residents, by distance from Honolulu

APP: 10.23.08 20

11


Housing Priorities, UH HiloHousing Priorities, UH Hilo

1. All traditional age first-time freshmen (regardless of residency)(regardless of residency)

2. All students from rural Big Island and the neighbor islands

3. All students from the continental U.S. and Snon-U.S. countries

4. All students who reside in the Hilo vicinity

APP: 10.23.08 21


Residence Hall Occupancy by Residency, Residence Hall Occupancy by Residency, UHM & UHHUHM & UHH

100%

Total Beds 2,773 3,008 623 620

56% 53% 55%44%

50%

75%

APP: 10.23.08

44% 47% 45%56%

0%

25%

2007 2008 2007 2008

Resident NonresidentUHM UHH

22

12


SixSix--Year Graduation Rates, UHMYear Graduation Rates, UHMFirstFirst--Time, FullTime, Full--Time Freshmen by ResidencyTime Freshmen by Residency

100%

57% 57% 59% 60%57% 59%

41%47%

50%

42%39% 40%

40%

60%

80%

0%

20%

1996 Cohort 1997 Cohort 1998 Cohort 1999 Cohort 2000 Cohort 2001 Cohort

Resident Nonresident

APP: 10.23.08 23


SixSix--Year Graduation Rates, UHHYear Graduation Rates, UHHFirstFirst--Time, FullTime, Full--Time Freshmen by ResidencyTime Freshmen by Residency

100%

36%30%

35% 34%39%

35%30%

24%30%

33%40%

60%

80%

APP: 10.23.08

24%

0%

20%

1997 Cohort 1998 Cohort 1999 Cohort 2000 Cohort 2001 Cohort

Resident Nonresident

24

13


100%

Attrition by Residency, UHM and UHHAttrition by Residency, UHM and UHHFirstFirst--Time FreshmenTime Freshmen

Percent of Cohort

First-Time Freshmen

26%

43%48%

68%

45%39%

46%

60%

40%

60%

80%Fall 2005 cohort three years later (Spring 2008)

26%

0%

20%

UHM UHH

APP: 10.23.08

Note: Counts exclude students currently enrolled or who have graduated.NR 150% refers to WUE only (predates PI policy revision).

n=1,386 n=338 n=76 n=222 n=270 n=74 n=23 n=77

25

ResidentNR

Full PayNR

ExemptNR

150% ResidentNR

Full PayNR

ExemptNR

150%


100%Percent of Cohort

Classified Undergraduate Transfers

Attrition by Residency, UHM and UHH Attrition by Residency, UHM and UHH Classified Undergraduate TransfersClassified Undergraduate Transfers

31%

42%48%

57%

36%

65%

46%

36%40%

60%

80%Fall 2005 cohort three years later (Spring 2008)

APP: 10.23.08

0%

20%

UHM UHH

Note: Counts exclude students currently enrolled or who have graduated.NR 150% refers to WUE only (predates PI policy revision).

n=991 n=316 n=278 n=220 n=288 n=166 n=164 n=123

26

ResidentNR

Full PayNR

ExemptNR

150% ResidentNR

Full PayNR

ExemptNR

150%

14


Economic ImpactEconomic ImpactInterstate Student Migration, 2006Interstate Student Migration, 20069,000

Total: $101 8 billion

$ million

Hawai‘i

3,000

6,000

Total: $101.8 billion

APP: 10.23.08

$321M

0

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Source: Postsecondary Education OPPORTUNITY, July 2008Note: Study based on students bringing into states $26k for their freshmen year of study. 27


Total Potential Revenue (est) = $153mIf 100% NR = Full Pay

Fall 2007 Enrollment & AY 2007Fall 2007 Enrollment & AY 2007––08 Estimated 08 Estimated Tuition Revenue by Residency, UHMTuition Revenue by Residency, UHM

Total Enrollment = 20,051

Resident$68m45%

Nonresident$85m55%

Resident13,46367%

Nonresident6,58833%

APP: 10.23.08

Full Pay

3,09315%

Note: For purposes of this presentation, military has been included with residents. Totals may not tie due to rounding.

$36m24%

Full Pay

28

1,7809%

Exempt

150%

1,7159% $26m

16%

Exempt

$23m15%

150%

15


Estimated Revenues Less ExemptionsEstimated Revenues Less Exemptions

Total Potential Revenue (est) Less Exemptions

Total Tuition Charged (est)

$23m15%

150%$26m16%

Exempt

Full Pay

$36m24%

150%

$11mForgone$10m

$12m

Resident$68m

45%54%

Full Pay

$36m28%

150%

$12m10%

$10m8%

$16mForgone

APP: 10.23.08

Exempt

Total Potential Revenue (est) $153mNR Exemptions –27m

Total Tuition Charged (est) $126m

Note: Totals may not tie due to rounding.

ExemptNonresident

$58m55%46%

29


Estimated Revenues Less Scholarships Estimated Revenues Less Scholarships & Waivers& Waivers

Total Tuition Charged (est)Less UH Scholarships andTuition Waivers (Res & NR)

Resident$68m$57m

C ( ) f

$8m

$3mResident$68m54%

Total Tuition Charged (est) $126mUH Scholarships –14mTuition Waivers –11m

Net Revenue Collected (est) $101mScholarships

TuitionWaivers

ScholarshipsNet Revenue Collected (est) = revenue collected from students, parents, non-UH institutional scholarships (including UH Foundation scholarships), any third party (i.e., tuition benefit from parent’s company; grandparents; outside organization).$8m

$6mNonresident

$58m46%

APP: 10.23.08 Note: Totals may not tie due to rounding. 30

Nonresident$58m$44m

p

TuitionWaivers

16


Summary: Estimated Tuition Revenue by Summary: Estimated Tuition Revenue by Residency, UHM, AY 2007Residency, UHM, AY 2007––0808

Resident13,463

Enrollment = 20,051

67%

Nonresident6,58833%

Resident$68m45%

Resident$57m57%

APP: 10.23.08

Nonresident$85m55%


Net Revenue Collected (est) = $101m

Nonresident$44m43%

Net Revenue Collected (est) = revenue collected from students, parents, non-UH institutional scholarships (including UH Foundation scholarships), any third party (i.e., tuition benefit from parent’s company; grandparents; outside organization).

31


Summary: Estimated Tuition Revenue by Summary: Estimated Tuition Revenue by Residency, UHH, AY 2007Residency, UHH, AY 2007––0808

Resident2 334

Resident$8m37%

Resident$7m42%

2,33465%

Nonresident1,23935%

Enrollment = 3,573

APP: 10.23.08

Nonresident$14m63%


Net Revenue Collected (est) = $16m

Nonresident$9m58%

Net Revenue Collected (est) = revenue collected from students, parents, non-UH institutional scholarships (including UH Foundation scholarships), any third party (i.e., tuition benefit from parent’s company; grandparents; outside organization).

32

17


Tuition as an Estimated Share of CostTuition as an Estimated Share of CostUH Undergraduate and Graduate,

FY 2003–04 and FY 2011–12 (Projected)

Resident Non ResidentResident Non-Resident

FY04 FY121 FY04 FY121

Undergraduate

UHMUHHUHWOUHCC

29%20%23%17%

52%34%39%26%

85%67%77%91%

144%104%120%

78–130%

APP: 10.23.08

1 'Projected cost per FTE' was calculated using FY03-04's cost per FTE and a HEPI average.

Graduate

UHMUHH

21%27%

38%40%

51%64%

92%91%

33


What Other States / Campuses DoWhat Other States / Campuses Do Limit by statute or policy

9 states or systems limit nonresidents○ Caps range from 10% to 45% (e g AZ: 30% undergrad; NC: 18%○ Caps range from 10% to 45% (e.g., AZ: 30% undergrad; NC: 18%

freshman class)

Kentucky Revised Statutes: 15% of the entering class in medicine, dentistry, and law schools

No policy, but in practice, limit numbers Savannah State U: 9% undergrad; 14% grad

SUNY Purchase: 20–22%

U of S Carolina Aiken: state prefers 20%

Share based on revenue goals Colorado State U: currently 18%; goal 25% by 2015

Enrollment management strategy U of California: 3–8% undergraduates

APP: 10.23.08 34

18


FirstFirst--Time Freshmen at Public FourTime Freshmen at Public Four--Year Year Institutions Who Are NonresidentsInstitutions Who Are Nonresidents

32%

29% 29%30%

35%

8%9%

18%

24%

29% 29%

17% 17%16% 16% 16% 16% 16% 16%

10%

15%

20%

25%

30%

APP: 10.23.08

6% 7%8%

9%

0%

5%

10%

1992 1994 1996 1998 2000 2002 2004 2006 2008

Hawai‘I (UHM / UHH) U.S.

Note: 2008 Hawai‘i data are preliminary. Does not include UH West O‘ahu.Source: NCES migration data 35


Four Policies Relevant to UH AdmissionsFour Policies Relevant to UH Admissions

Nonresident enrollment principles and the caps set by BOR policy principles and the caps set by BOR policy

Tuition policy nonresident tuition rate set to cost of education

Financial aid policy share of tuition revenue used for nonresidents share of tuition revenue used for nonresidents

Housing policy “to provide reasonable levels of accommodation for

students who are residents of the state.” (BOR 7-5)

APP: 10.23.08 36

19


The purpose of the BOR admissions policy is “to provide for a mix of students while insuring preference for qualified Hawai‘i residents.” (BOR 5-11, 2002)

1. Do our current policies achieve the intended outcomes? i.e., the appropriate balance between resident and nonresident enrollments?

2. Are there other outcomes we wish to accomplish?

3. If so, what revisions to policy are needed to accomplish these outcomes?

APP: 10.23.08 37


Policy AlternativesPolicy Alternatives

Maintain policy as is

Eli i t / i (i id t ) Eliminate/raise cap (increase nonresidents)

Lower cap (increase residents)

Develop a policy that differentiates: Between undergraduates and graduates

Among nonresidents (full pay, exempt, 150%)

Between graduate & professional schools

Eligibility for financial assistance

APP: 10.23.08 38

20


NR Enrollment Policy Revision ProcessNR Enrollment Policy Revision Process

Action TimelineC d t i f ti l b i fi t BOR O t 2008Conduct informational briefing to BOR Oct 2008

Request BOR input Oct / Nov 2008

Propose policy revision (if recommended) Nov 2008

Consult with stakeholders Dec 2008 / Jan 2009

Amend policy proposal Feb 2009

APP: 10.23.08

p y p p

Present final proposal to BOR for action Mar / Apr 2009

39

APP: 10.23.08 40

21

Additional Detail


$25

Nonresident Tuition Exemptions, UHMNonresident Tuition Exemptions, UHMAY 2007AY 2007––08 08

$ million

$22.4mTotal Potential Revenue (est) $44.9m

$10

$15

$20

( ) $NR Exemptions (54%) –24.1m

Total Tuition Charged (est) $20.8m

$7.6m

$0

$5

East West Center

Faculty/Staff Military Native Hawaiian

Pacific/Asian -Outstanding

Student Exchange

DOE Teacher Exemption

Pacific Island Western UG Exchange

Tuition Charged Forgone Tuition

APP: 10.23.08

$2.9m$1.8m$2.1m

$3.2m$1.9m$2.0m

Note: Military includes Hawai‘i national guard and reserve.42

$1.0m

22


Achievement$1.4m 10%

Athletics$1.9m 13%

Nonresidents Receiving Scholarships & Nonresidents Receiving Scholarships & Waivers, UHM, AY 2007Waivers, UHM, AY 2007––08 08

Total Received: $14.9m

Grad Assistants$7.8m 52%

13%

Centennial$0.2m 1%

International Student$1.4m 9%

Employees$0.7m 5%

Opportunity$1.4m 10%

Pacific Islander$0.1m 0%

APP: 10.23.08

Note: Achievement includes merit and service.Tuition waivers refer include employees & their spouses, graduate assistants, and Native Hawaiians.

Needbased

Waivers

43


$5

Nonresident Tuition Exemptions, UHHNonresident Tuition Exemptions, UHHAY 2007AY 2007––08 08

$ million

$4 2mTotal Potential Revenue (est) $7 1m

$2

$3

$4

$4.2m

$1.6m

Total Potential Revenue (est) $7.1mNR Exemptions (57%) –4.1m

Total Tuition Charged (est) $3.0m

$0

$1

East West Center Faculty/Staff Military Native Hawaiian Student Exchange Pacific Island Western UG Exchange

Tuition Charged Forgone Tuition

APP: 10.23.08

$0.8m

$0.3m$.06m$0.09m$.06m

Note: Military includes Hawai‘i national guard and reserve.44

23


Native Hawaiians$0 002m

Nonresidents Receiving Scholarships & Nonresidents Receiving Scholarships & Waivers, UHH, AY 2007Waivers, UHH, AY 2007––08 08

Achievement$0.09m

15%

Pacific Islander$0.07m

13%

Employees$0.02m

4%

$0.002m 0%Waivers

Needbased

Athletics$0.23m

42%

APP: 10.23.08

Total Received: $0.56mNote: Achievement includes merit and service.

Tuition waivers refer include employees & their spouses, graduate assistants, and Native Hawaiians. 45

International Exchange$0.08m

15%

International Student$0.06m

11%


Professional Schools, Fall 2008Professional Schools, Fall 2008

13%

100%

Total Enrollment 245 223 167 12

87%

60% 58%

83%

40%

60%

80%

APP: 10.23.08

40% 42%

17%

0%

20%

Social Work CTAHR Engineering TIM

Resident NonresidentNote: Includes graduate level data only. 46

nonresident cap policy briefing presentation--final · 2017. 10. 20. · nonresident enrollment...

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