umw-6 year plan presentation-op6-final

SIX$YEAR)PLANOP)SIX)MEETINGAUGUST&12,&2019

PART%1:%INTRODUCTION

UMW’S&MISSION&AND&STRATEGIC&VISION:&AN&INVESTMENT&IN&HOPE&FOR&THE&FUTURE

MISSION STRATEGIC&VISION

8/12/2019 3

Service,/community/and/civic/

engagement

Applied/learning/

experiences

Adapting/the/liberal/

arts

Diverse/and/inclusive/

community

UMW/is/one/of/Virginia’s/outstanding/liberal/arts/universities/providing/a/superior/education/that/inspires/and/enables/our/students/to/make/positive/changes/in/the/world././././UMW’s/size,/dedicated/faculty,/and/historical/commitment/to/fine/teaching/create/an/institutional/culture/where/both/undergraduate/and/graduate/students/benefit/from/strong/connections/with/their/faculty/and/multiple/opportunities/for/active/learning././././

ALIGNMENT)OF)UMW’S)MISSION)AND)STRATEGIC)VISION)WITH)STATE)GOALS

8/12/2019 4

Virginia)State)Priorities

Goals-of-UMW’s-Strategic-Vision

Priority-1:-Access-and-Enrollment

Priority-2:-Retention,-

completion-and-time-to-degree

Priority-3:-Affordability-and-funding

Priority-4:-Workforce-

alignment-and-retention

Service,-community,-civic-engagement ✓ ✓ ✓Applied-learning-experiences ✓ ✓ ✓ ✓Adapting-the-liberal-arts ✓ ✓ ✓Diverse-and-inclusive-community ✓ ✓ ✓ ✓

PART%2:%INITIATIVES

INITIATIVE'1:'REDUCE'STUDENT'UNMET'NEED

CHALLENGE:"UMW"has"experienced"a"229%"increase"in"Pell"eligible"in8state"students"since"200682007"(vs."94%"for"other"VA"schools).""Given"UMW’s"small"endowment,"the"high"cost"of"living"for"students"(most"of"whom"come"from"northern"Virginia)"and"the"fact"that"UMW"is"10th (out"of"15"VA"schools)"in"%"of"unmet"need"funding"for"our"students,"there"is"a"substantial"shortfall"in"our"capacity"to"meet"student"needs."

NEED:"A"general"fund"increase"in"Virginia"Student"Financial"Assistance"Program"(FSFAP)"would"bring"UMW"in"line"with"the"average"met"need"of"Virginia’s"top"8"public"institutions.

TOTAL'COST:"$1.2"million"– Additional"state"financial"aid"funds

8/12/2019 6

Priority'1:'Access'&Enrollment Priority'2:'Retention,'completion'&'time'to'degree

Priority'3:'Affordability'&'funding

Priority'4:'Workforce'alignment'and'retention

INITIATIVE'2:'DEVELOP'INTEGRATED'DATA'WAREHOUSE'&'MANAGEMENT'SYSTEM'WITH'ADVANCED'ANALYTICSCHALLENGE:"Many"disparate"systems,"difficulty"of"integration,"laborious"reporting"and"analytics.

NEED:"Integrated"data"warehouse"with"sophisticated"analytics"to"facilitate"cabinet;level"strategic"decision"making,"tracking"student"progress,"and"analyzing"system"efficiencies.

TOTAL'COST:"$200,000"– Software,"licensing,"and"development

8/12/2019 7




INITIATIVE'3:'INCREASE'THE'DIVERSITY'OF'STUDENTS,'FACULTY,'AND'STAFFCHALLENGE:"Continued"progress"depends"on"increasing"the"diversity"of"students,"faculty"and"staff"depend"on"sufficient"resources"to"recruit"and"retain."

NEED:'Increased"need9based"aid"(including"microgrants),"additional"advising"support"for"UMW’s"summer"bridge"program"for"underrepresented"students"(Student"Transition"Program)"and"the"capacity"to"make"competitive"salaries/counter"offers.

TOTAL'COST:"$500,000"– Institutional"Aid"(each"year"over"four"years)$100,000"– 1"FTE"Student"Transition"Program"Advisor$75,000"– Faculty/Staff"Salary"pool

8/12/2019 8




INITIATIVE'4:'INCREASE'RETENTION'FOR'SELECTED'STUDENT'POPULATIONSCHALLENGE:"Underrepresented"students"retain"at"lower"rates"(transfers,"first4generation,"Pell"eligible).

NEED:"Enhance"academic"support."

TOTAL'COST:"$25,000"– Tutoring$15,000"– Learning"Resources$170,000"– 2"FTE"Advisors

98/12/2019




INITIATIVE'5:'ENHANCE'SUPPORT'FOR'STUDENTS,'FACULTY,'AND'STAFF'WITH'DISABILITIES

CHALLENGE:"11%"of"UMW"students"are"registered"with"the"Office"of"Disability"Resources"

(twice"the"number"at"other"public"institutions"in"Virginia)"and"several"classroom"buildings"

and"staff"office"spaces"have"not"been"renovated"in"two"decades"or"more.

NEED:"Enhance"academic"support"for"students"and"staff"with"disabilities."

TOTAL'COST:"$110,000"– Learning"Coach

$120,000"– Classroom"Retrofitting

$60,000"– Office"and"workstation"retrofitting"for"employees

$150,000"– Assistive"technologies"and"services"for"students"

$75,000"– Assistive"technologies"and"services"for"employees

8/12/2019 10




INITIATIVE'6:'EXPAND'ADULT'DEGREE'COMPLETION'AND'CONTINUING'EDUCATION'PROGRAMS

CHALLENGE:"Census"data"and"regional"market"surveys"indicate"that"20830%"of"regional"residents"have"some"college,"but"no"credential."UMW"currently"does"not"meet"this"need"because"offerings"are"face8to8face"and"scheduled"during"traditional"time"blocks."Programs"must"provide"flexible"paths"to"degree"completion,"including"on8line"and"hybrid,"evening"and"weekend"courses.

NEED:"Enhance"support"for"faculty"in"the"design,"development,"and"deployment"of"online/hybrid"course"offerings"with"flexible"pathways"to"degree"completion.

TOTAL'COST:"$140,000"– 1"FTE"instructional"designer$50,000"– adjunct"faculty"pool

8/12/2019 11




INITIATIVES(7(* 10:(EXPAND(ACADEMIC(PROGRAMS

CHALLENGE:"Existing"academic"programs"are"not"keeping"up"with"market"growth,"enrollment"demand,"and"regional"workforce"and"economic"development"needs.

NEED:"Expand"existing"programs"in"the"high"demand"fields"of"Computer(Science,(Nursing,(Teacher(Preparation,(and(Geospatial(Analysis.

TOTAL(COST:"$270,000"– 3"FTE"Computer"Science"$180,000"– 2"FTE"Nursing,"$154,000"– 2"FTE"Education"(1"Special"Education,"1"Math"Education)$250,000"– 2"FTE"Geospatial"Analysis$75,000"(one"time)"– GIS"Equipment/Software

8/12/2019 12

Priority(1:(Access(&Enrollment Priority(2:(Retention,(completion(&(time(to(degree

Priority(3:(Affordability(&(funding

Priority(4:(Workforce(alignment(and(retention

INITIATIVE'11:'EXPAND'UNDERGRADUATE'RESEARCH'AND'APPLIED'LEARNING'PROGRAMSCHALLENGE:"While"UMW"has"invested"significantly"in"undergraduate"research,"it"is"not"enough"to"keep"up"with"demand"from"a"doubling"in"size"of"the"Honors"Program"and"increased"student"demand"for"applied"learning"opportunities"as"part"of"UMW’s"new"General"Education"Program"“Beyond"the"Classroom.”

NEED:"Expand"opportunities"for"approximately"75"more"students"to"meet"current"and"projected"demand."

TOTAL'COST:"$75,000"– Increased"operating"support"(e.g."research"supplies,"travel)

8/12/2019 13




INITIATIVE'12:'EXPAND'COMMUNITY'ENGAGEMENT/'SERVICE'LEARNING

CHALLENGE:"UMW"has"met"SCHEV’s"challenge"to"support"and"assess"the"ways"in"which"the"undergraduate"experience"fosters"civic"and"community"engagement."

NEED:""UMW"is"establishing"a"Center"for"Community"Engagement"which"needs"to"be"expanded"in"order"to"provide"curriculum"and"programmatic"offerings,"increase"faculty"development"support,"grow"community"outreach"and"service"programs"in"the"region,"build"partnerships"for"serviceD learning"and"communityDbased"internships,"and"implement"a"Civic"Action"Plan."

TOTAL'COST:"$50,000"– Operational"funds"for"training,"faculty"and"course"development"and"community"partnerships"and"programs

8/12/2019 14




INITIATIVE'13:'DEVELOP'DOMESTIC'STUDY'AWAY'PROGRAMCHALLENGE:"UMW"has"no"current"programs"which"provide"an"alternative"applied"domestic"learning"experience"(e.g."exploring"a"city,"accessing"an"internship,"accessing"courses"UMW"doesn’t"offer)"for"students"who"seek"such"opportunities"(e.g."STEM"majors,"students"with"limited"resources,"and"students"interested"in"communityEbased"and"serviceElearning"programs).

NEED:""A"domestic"study"away"program"would"provide"students"a"realistic"alternative"applied"learning"opportunity.

TOTAL'COST:"$70,000"– 1"FTE"coordinator

8/12/2019 15




INITIATIVE'14:'EXPAND'THE'USE'OF'OPEN'EDUCATION'RESOURCESCHALLENGE:"Textbooks,"media"and"other"course"materials"represent"a"significant"component"of"cost"of"attendance"for"students"and"too"many"students"forego"such"purchases"significantly"decreasing"their"likelihood"of"success."

NEED:"Open"educational"resources"(OER)"reduce"student"costs"because"they"reside"in"the"public"domain"or"have"been"released"under"an"intellectual"property"license"that"permits"their"free"use"and"reApurposing"by"others."SCHEV’s"strategic"plan"and"UMW’s"own"policy"on"OER"both"call"for"increased"use"of"these"free"or"lowAcost"resources,"but"we"need"to"develop"many"such"materials"ourselves.

TOTAL'COST:"$50,000"– Support"for"faculty"to"develop"open"course"materials

8/12/2019 16




SECTION(B:(TUITION(PREDICTABILITY(PLANSSCENARIO(1:"Assuming"no"new"general"fund"support,"UMW"projects"annual"tuition"increases"of"7.5%"for"in>state"undergraduates"through"2022>23.

SCENARIO(2:"Assuming"funding"of"new"initiatives"and"other"E&G"cost"increases"(fund"split"on"50/50"basis"between"new"general"funds"and"tuition),"UMW"projects"annual"tuition"increases"of"3.5%"for"in>state"undergraduates"through"2022>23.

SCENARIO(3:"Assuming"new"general"fund"support"midway"between"Scenario"1"(no"new"general"funds)"and"Scenario"2"(50/50"fund"split),"UMW"projects"annual"tuition"increases"of"5.5%"for"in>state"undergraduates"through"2022>23."

Note:&&These&scenarios&are&for&planning&purposes&only&and&do&not&represent&final&rate&setting&recommendations.

8/12/2019 17

SECTION(B:(TUITION(PREDICTABILITY(PLANSNote:&&These&scenarios&are&for&planning&purposes&only&and&do&not&represent&final&rate&setting&recommendations.

2019%20 2020%21 2021%22 2022%23Scenario/1 8,678 9,328 10,028 10,780Scenario/2 8,678 8,982 9,296 9,622Scenario/3 8,678 9,156 9,660 10,192

/8,000/8,500/9,000/9,500

/10,000/10,500/11,000

In%State/Undergraduate/Tuition/and/Mandatory/E&G/Fees

8/12/2019 18

SECTION(B:(FEES(PREDICTABILITY(PLANSFee#scenarios#for#non,E&G#Fees#are#premised#on#a#multi,year#realignment#for#student#charges#between#housing,#dining,#and#auxiliary#fees.##UMW’s#authorization#to#exceed#the#state’s#3%#cap#on#non,E&G#fees#as#a#part#of#this#fee#restructuring#initiative#is#provided#in#Chapter#854#and#extends#through#FY2023,24.

SCENARIO(1:"Assuming"a"three/year"implementation"of"the"realignment"strategy,"UMW"projects"annual"increases"of"11%.

SCENARIO(2:"Assuming"a"four/year"implementation"of"the"realignment"strategy,"UMW"projects"annual"increases"of"8%.

8/12/2019 19

SECTION(B:(FEES(PREDICTABILITY(PLANS

8/12/2019 20

2019'20 2020'21 2021'22 2022'23 )2023'24Scenario)1 4,532 5,030 5,584 6,198 6,384Scenario)2 4,532 4,894 5,286 5,708 6,164

)3,000

)3,500

)4,000

)4,500

)5,000

)5,500

)6,000

)6,500

)7,000

In'State)Undergraduate)Mandatory)Non'E&G)Fees

SECTION(B:(PROJECTED(TOTAL(COST(ESTIMATES(FOR(TUITION(AND(FEE(PREDICTABILITY(PLAN

Scenario(1((No(new(General(Funds)2020#21 2021#22 2022#23

2019#20 Rate % Rate % Rate %Tuition 8,6780 9,3280 7.5% 10,0280 7.5% 10,7800 7.5%Aux(Comp(Fee 4,5320 5,0300 11.0% 5,5840 11.0% 6,1980 11.0%Room 6,6440 6,6440 0.0% 6,6440 0.0% 6,6440 0.0%Board 4,0860 4,0860 0.0% 4,0860 0.0% 4,0860 0.0%Total 23,9400 25,0880 4.8% 26,3420 5.0% 27,7080 5.2%

Scenario(2((General(Fund(costJshare(for(new(initiatives)2020#21 2021#22 2022#23

2019#20 Rate % Rate % Rate %Tuition 8,6780 8,9820 3.5% 9,2960 3.5% 9,6220 3.5%Aux(Comp(Fee 4,5320 4,8940 8.0% 5,2860 8.0% 5,7080 8.0%Room 6,6440 6,6440 0.0% 6,6440 0.0% 6,6440 0.0%Board 4,0860 4,0860 0.0% 4,0860 0.0% 4,0860 0.0%Total 23,9400 24,6060 2.8% 25,3120 2.9% 26,0600 3.0%

8/12/2019 21

SECTION(C:(OTHER(BUDGET(ITEMS• MARKET3BASED(SALARY(ADJUSTMENTS:"Strategic"adjustments"for"faculty"and"staff"over"the"next"biennium.""Preliminary"estimates"reflect"three"budget"pools"from"which"to"make"salary"adjustments,"$225,000"each"year"for"teaching"faculty,"$25,000"each"year"for"administrative"faculty"and"$250,000"each"year"for"classified"staff.

• OPERATING(&(MAINTENANCE(COSTS:"Additional"costs"associated"with"the"Jepson"addition"and"the"Seacobeck renovation.

• LEASES(AND(CONTRACTS:"Cost"escalations"including"software"licensing"&"computer"replacement.

8/12/2019 22

SECTION(D:(PROGRAMS(AND(INSTRUCTIONAL(SITESCOLLEGE(OF(EDUCATION:"new"four*year"major"and"new"undergraduate"degree"leading"to"licensure"in"elementary"education,"and"several"four*year"curricular"pathways"leading"to"licensure"in"P*12*secondary"(Board"Approval"and"SCHEV"submission"anticipated"Fall"2019)

COLLEGE(OF(BUSINESS:""new"Certificate"in"Data"Analytics"(in"conjunction"with"the"College"of"Arts"and"Sciences)"and"new"efforts"to"promote"Certificates"in"Project"Management"and"Contracts"and"Procurement.

COLLEGE(OF(ARTS(AND(SCIENCES:"new"track"in"the"Biology"major"in"Biomedical"Sciences;"a"new"Masters"in"Data"Science;"a"new"Bachelor"of"Science"degree"in"Geography"(with"GIS)"and"a"new"accredited"certificate"program,"accredited"by"the"United"States"Geospatial"Intelligence"Foundation.

8/12/2019 23

SECTION(E:(FINANCIAL(AIDTo#mitigate#the#impact#of#tuition#and#fee#increases#on#low5income#and#middle5income#students#and#their#families,#UMW#will#utilize#the#following#2#strategies:

FIRST(DOLLAR(AWARDING(STRATEGY: Students)will)continue)to)be)offered)loans)last.)

MAINTAIN(EFC(CUTOFFS(IN(AID(STRATEGY:)EFC)ceilings)provide)assistance)on)a)high)to)low)need)spectrum)which)ensures)that)more)aid)is)directed)to)low< and)middle<income)families.

8/12/2019 24

8/12/2019

SECTION(F:(CAPITAL(OUTLAY• New$Theatre$building$and$Renovation$of$Fine$Arts$Complex$($74$million)

8/12/2019 25

SECTION(F:(CAPITAL(OUTLAY• Renovation)of)Simpson)Library)($25.3)million)

8/12/2019 26

PART%3:%PROPOSED%PERFORMANCE%PILOT

FREDERICKSBURG,PIPELINE,TO,PROMISEPROPOSED'PERFORMANCE'PILOT'AND'INSTITUTIONAL'PARTNERSHIP'PERFORMANCE'AGREEMENT'(IPPA)

Fredericksburg,City,Schools

Spotsylvania,County,Schools

Stafford,County,Schools

Germanna,Community,College

University,of,Mary,Washington

Technology/Cybersecurity

Teacher,Preparation

Nursing

8/12/2019 28

FREDERICKSBURG,PIPELINE,TO,PROMISEPROPOSED'PERFORMANCE'PILOT'AND'IPPA

YEAR

1YEAR

2YEAR

3YEAR

4YEAR'

5YEAR

6

EM

PLOYM

ENT

H I G H ' S C H OO LUNIVERSITY'OF'

MARY'WASHINGTONGERMANNA'COMMUNITY'COLLEGE

APPLIED'LEARNING'EXPERIENCES'THROUGH'INTERNSHIPS

A.A.S.Degree

High'School'Diploma B.S./BSN/

BSEdDegree

8/12/2019 29

Priority'1:'Access'&EnrollmentPriority'2:'Retention,'

completion'&'time'to'degreePriority'3:'Affordability'&'

fundingPriority'4:'Workforce'alignment'

and'retention

DISCUSSION

umw-6 year plan presentation-op6-final

Documents