agenda book - state council of higher education for virginia · --briefing on examination of access...

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Agenda Book October 30-31, 2017 Location: SCHEV Offices, Richmond, VA

STATE COUNCIL OF HIGHER EDUCATION FOR VIRGINIA

October 30-31, 2017, Council Meetings Schedule of Events

SCHEV Offices

101 N. 14th Street, 9th floor main conference room Richmond, VA 23219

October 30 1:00 –2:15 Council Educational Session (9th floor conference room) – Section A on the agenda (all members are encouraged to attend) 2:30 – 5:00 Academic Affairs Committee (10th floor conference room) - Section B on the agenda (Committee members: Katie Webb (chair), Carlyle Ramsey (vice chair), Ken Ampy, Rosa Atkins, Gene Lockhart) 2:30 – 5:00 Resources and Planning Committee (9th floor conference room) - Section C on the agenda (Committee members: Marge Connelly (chair), Henry Light (vice chair), Stephen Moret, Bill Murray, Tom Slater, Minnis Ridenour) 6:00 – 8:00 Reception/Dinner – Hilton Downtown Richmond, Miller Room

October 31 9:00 –12:30 Council Meeting (9th floor conference room) - Section D on the agenda

Council meeting

Time: October 30, 2017 @ 1:00 PM - October 31, 2017 @ 12:30 PM EDT

Location: SCHEV 9th floor conference room

Description:

Section Agenda Item Presenter Page

A.COUNCIL EDUCATIONAL SESSIONOctober 30, 2017 - 1:00 PM - 2:15 PM(SCHEV 9th floor conference room)

A1. --Call to Order Mr. Fralin

A2. --Presentation on Saving for College MaryMorris

A3. --Follow-up from Recent Meetings Mr. Fralin

A4. --Motion to Adjourn Mr. Fralin

B.ACADEMIC AFFAIRS COMMITTEEOctober 30, 2017 - 2:30 PM - 5:00 PM(SCHEV 10th floor conference room)

B1. --Call to Order Ms. Webb

B2. --Approval of Minutes (September 18, 2017) Ms. Webb 1

B3. --Discussion of a Data and Policy Agenda for the Commonwealth Dr.DeFilippo 4

B4. --Briefing on Examination of Access to Postsecondary Education forStudents with Disabilities in Virginia

Dr.DeFilippo

B5. --Update on Accrediting Council for Independent Colleges and Schools(ACICS)

Dr.DeFilippo 16

B6. --Update on the State Authorization Reciprocity Agreement (SARA) inVirginia

Dr.DeFilippo 20

B7. --Report of the Staff Liaison to the Committee Dr.DeFilippo 23

B8. --Motion to Adjourn Ms. Webb

C.RESOURCES AND PLANNING COMMITTEEOctober 30, 2017 - 2:30 PM - 5:00 PM (SCHEV 9th floor conferenceroom)

C1. --Call to Order Ms.Connelly

C2. --Approval of Minutes (September 18, 2017) Ms.Connelly 27

C3. --Action on 2018-20 Systemwide Operating Budget Mr. Hix 29

C3.a --Maintenance Reserve Mr. Hix 65

C3.b --New Capital Outlay Mr. Hix 68

C4. --Action on Enrollment Projections and Degree Estimates Mr. Massa 79

C4.a --Enrollment Projections and Degree Estimates Summary Tables Mr. Massa 81

C5. --Motion to Adjourn Ms.Connelly

D.COUNCIL BUSINESS MEETINGOctober 31, 2017 (9:00 a.m. - 12:30 p.m.)SCHEV 9th floor conference room

D1. --Call to Order and Announcements Mr. Fralin

D2. --Receipt of Public Comment Mr. Fralin

D3. --Approval of Minutes Mr. Fralin

D3.a --September 18, 2017, Executive Committee Mr. Fralin 101

D3.b --September 19, 2017, Council minutes Mr. Fralin 104

D4. --Remarks from W. Taylor Reveley, IV, President, Longwood University PresidentReveley

D5. --Report of the Agency Director Mr. Blake 111

D5.a --Attachment 1 to Director's Report (Financial Feasibility StudyExecutive Summary) Mr. Blake 114

D5.b --Attachment 2 to Director's Report (Financial Feasibility StudySpreadsheet) 115

--BREAK

D6.

--Remarks from Dr. Larry J. Sabato, Director, Center for PoliticsUniversity Professor of PoliticsUniversityof Virginia

Dr. Sabato

D7. --Report from Committees

D7.a --Summary of Academic Affairs Actions and Discussions Ms. Webb 116

D7.b --Summary of Resources and Planning Actions and Discussions Ms.Connelly 117

D8. --Discussion of Updates to The Virginia Plan for Higher Education Mr. Blake 120

D9. --Receipt of Items Delegated to Staff Mr. Blake 124

D10. --New Business Mr. Fralin

D11. --Old Business Mr. Fralin 127

D12. --Motion to Adjourn Mr. Fralin

STATE COUNCIL OF HIGHER EDUCATION FOR VIRGINIA ACADEMIC AFFAIRS COMMITTEE SEPTEMBER 18, 2017 MINUTES Ms. Webb (Chair) called the meeting to order at 1:14 p.m. in G.W.C. Brown Memorial Replacement Building, Room 142, Norfolk State University in Norfolk, Virginia. Committee members present: Ken Ampy, Rosa Atkins, Gene Lockhart, Gil Minor, Carlyle Ramsey Committee members absent: None. Staff members present: Beverly Covington, Joe DeFilippo, Jodi Fisler, Wendy Kang, Paula Robinson, Sylvia Rosa-Casanova, Greg Weatherford, APPROVAL OF MINUTES On motion by Dr. Ramsey, and seconded by Mr. Lockhart, minutes from the July 18, 2017, meeting were approved unanimously. ACTION ON PROGRAMS AT PUBLIC INSTITUTIONS In attendance: Dan Lewis, VCCS Michael Brown, JTCC Kerrigan Sullivan, JTCC Sheri Robertson, NVCC Dr. DeFilippo provided an overview of the Associate of Fine Arts in Theater at John Tyler Community College. The degree is a new type of degree in Virginia. It is designed to allow more effective transfer from the community college to Bachelor in Fine Arts (BFA) programs. Programs have been submitted in a variety of disciplines. They are intended for transfer as opposed to an applied degree. There was discussion about whether this type of program could go through the facilitated approval process rather than requiring approval by the Council. Dr. DeFilippo explained that according to Council policy transfer associate degrees are approved by Council action. On motion by Mr. Lockhart and seconded by Mr. Minor, the following resolution was approved unanimously to be forwarded to the full Council:

BE IT RESOLVED that the State Council of Higher Education for Virginia grants approval to John Tyler Community College to initiate an Associate of Fine Arts degree program in Theatre (CIP: 50.0501), effective fall 2018. Dr. DeFilippo provided an overview of the Associate of Science in Criminology and Criminal Justice at Northern Virginia Community College (NVCC). Students do not currently have a good option to pursue a transfer-oriented criminal justice program at

October 2017 Agenda Book 1

NVCC; they must do an applied degree or take a general transfer degree. Old Dominion University and George Mason University are interested in pursuing articulation agreements. There was discussion about enrollment trends of the Associate of Applied Science (AAS) program and job opportunities for graduates. On motion by Mr. Ampy and seconded by Dr. Ramsey, the following resolution was approved unanimously to be forwarded to the full Council: BE IT RESOLVED that the State Council of Higher Education for Virginia grants approval to Northern Virginia Community College to initiate an Associate of Science degree program in Criminology and Criminal Justice (CIP: 43.0104), effective spring 2018. STATUS REPORT ON VIRGINIA PUBLIC HIGHER EDUCATION POLICY ON COURSE CREDIT FOR ADVANCE PLACEMENT (AP), CAMBRIDGE, COLLEGE LEVEL EXAM PROGRAM (CLEP), AND INTERNATIONAL BACCALAUREATE (IB) Dr. DeFilippo described the legislative history of the report. Dr. Fisler spoke about the specifics of the policy and its implementation. In general, credit awards have expanded statewide. Institutions lowered the threshold in some cases, giving credits to more students. In the case of AP exams, there was a substantial increase in exams for which credit is granted for a score of 3, and a larger number of institutions granting credit for at least 30 (out of 38) exams. Institutional policies will be posted by SCHEV when all of the URL’s are collected. Ms. Webb praised the review process, saying that IPAC members described the process was arduous, but they learned a lot about their own programs and practices. REPORT OF THE STAFF LIAISON TO THE COMMITTEE Dr. DeFilippo referred the committee to the liaison report which is found on page 34 of the agenda. He first highlighted the Advisory committee on Dual Enrollment and General Education, which was established in response to two bills that passed in the 2017 General Assembly. The dual enrollment bill said that acceptance of dual enrollment for credit should be as similar across institutions as possible. The second bill required development of a Passport credential. The committee has worked out parameters and assignments as to information that will be gathered. Staff will work with the committee at least through this year and maybe for two years. The bill has a long implementation time frame; the program does not have to be in place until 2020. Dr. DeFilippo then spoke about the Governor’s teacher shortage workgroup. The group had two meetings over the summer and is working on finalizing its report, which will convey preliminary recommendations, by October 1.


Dr. DeFilippo distributed a draft proposed statement to include on the SCHEV website that clarifies the role of SCHEV in regulation of private institutions for the benefit of educating the public. Ms. Webb recommended that staff circulate the draft for feedback from affected institutions, and Dr. DeFilippo agreed that was a good idea. ACTION ON AMERICAN COLLEGE OF COMMERCE AND TECHNNOLOGY (ACCT) Ms. Webb asked the committee to keep the questions and discussion addressed to policies and procedures rather than specifics of ACCT, which will be considered by the full Council at its meeting tomorrow morning (September 19). Dr. DeFilippo provided an overview of the process of revocation and explained the effect of a change of ownership on that process. In case of a change of ownership, the new owner has to apply for certification within 45 days, and then SCHEV has 45 days to review and reach a decision on the application. SCHEV received notice of a change of ownership on Friday, September 15. Assuming the sale to be legitimate, the new owner is entitled to a have its certification application reviewed. There were a number of questions from the committee members concerning terms of the sale and whether a school would be allowed to operate during the pendency of certification. Mr. Wilson addressed the legal implications of the situation. He said the owner has provided a copy of the sales agreement which sets forth specific assets that are being purchased. However, many details need to be discovered. ADJOURNMENT Ms. Webb adjourned the meeting at 2:43 p.m.

__________________________________ Katherine Webb Chair, Academic Affairs Committee

__________________________________ Beverly Covington Staff, Academic Affairs


State Council of Higher Education for Virginia Agenda Item

Item: Academic Affairs Committee #B3 – Discussion of a Data and Policy Agenda for

the Commonwealth Date of Meeting: October 30, 2017 Presenters: Mr. Tod Massa

Director of Policy Analytics [email protected]

Most Recent Review/Action:

No previous Council review/action Previous review/action

Date: Action:

Background Information/Summary of Major Elements: At a recent meeting, Council members discussed the formation of an advisory body for SCHEV’s data resources, including the Virginia Longitudinal Data System. Building on that conversation, this agenda item contemplates the development of a “data and policy agenda for the Commonwealth.” The agenda would be guided by the goals of The Virginia Plan for Higher Education and anticipate a broader role for the Council in administering the Virginia Longitudinal Data System. SCHEV has been collecting student-level data since 1992. Like many states, SCHEV’s data collections are based on a model developed by the National Center for Higher Education Management Systems nearly 30 years ago. At the time, the model was designed primarily for resource allocation and planning. While those purposes still are important, state and institutional policy makers today want to address other issues, such as student success in and after college. In addition to student data, SCHEV also collects and has access to data relating to institutional appropriations, equipment and facilities, student tuition and fees, and student financial aid. And, as lead state agency on the Virginia Longitudinal Data System, SCHEV has the responsibility to develop – in cooperation with agency partners – a coherent agenda for addressing questions that cross agency divisions. Among the duties assigned to Council, at least two (numbers 9 and 30) deal directly with data information systems and their policy implications:

9. Develop a uniform, comprehensive data information system designed to gather all information necessary to the performance of the Council's


mailto:[email protected]

duties. The system shall include information on admissions, enrollment, self-identified students with documented disabilities, personnel, programs, financing, space inventory, facilities, and such other areas as the Council deems appropriate.1 30. Administer the Virginia Longitudinal Data System as a multiagency partnership for the purposes of developing educational, health, social service, and employment outcome data; improving the efficacy of state services; and aiding decision making.

SCHEV’s role in promoting a sound and vigorous system of higher education requires a breadth of scope that goes beyond just our colleges and universities. For example, we work closely with pre-K-12 partners through high-school outreach and teacher education programs. Our involvement with the New Economy Workforce Grant Program and the Virginia Research Investment Committee also places SCHEV in the middle of workforce and economic development. As the Council looks to the future, it would be beneficial to develop a data and policy agenda to guide the work of staff and our partners. How can SCHEV best use its data resources to ensure excellence in Virginia higher education, the graduates who pass through our institutions, and the impact of both on the Virginia economy? Questions that might be addressed include the following:

1. How should we use the data we have more effectively to meet the needs of the Council and the Commonwealth?

2. What are the essential policy questions we should ask and how do we use our data to inform the answers?

3. What data collections do we suspend, continue or expand? Are they complete and suitable for achieving the goals of The Virginia Plan?

4. What improvements should we pursue to make our data more accessible and transparent to stakeholders?

5. What are the best means to communicate data sources, findings and reports to various audiences?

6. What other data sources should we consider incorporating into our system? 7. Are there data elements that currently do not exist that should be created? 8. What financial resources will be necessary to achieve the outcomes of the data

agenda?

1 Duty 9 also includes the following language, which is necessary to protect the privacy of individuals for certain data-sharing activities. “When consistent with the Government Data Collection and Dissemination Practices Act (§ 2.2-3800 et seq.), the Virginia Unemployment Compensation Act (§ 60.2-100et seq.), and applicable federal law, the Council, acting solely or in partnership with the Virginia Department of Education or the Virginia Employment Commission, may contract with private entities to create de-identified student records in which all personally identifiable information has been removed for the purpose of assessing the performance of institutions and specific programs relative to the workforce needs of the Commonwealth.”


http://law.lis.virginia.gov/vacode/2.2-3800/

http://law.lis.virginia.gov/vacode/60.2-100/

The process for developing a data and policy agenda should involve stakeholders who contribute to and use SCHEV data and the policy formulations that derive from the data. Staff recommends that Council leadership for this initiative rest with the Academic Affairs Committee. Financial Impact: Development of a data and policy agenda will have a fiscal impact on the Council and, potentially, on partnering agencies and institutions. Costs include staff time, travel and meeting expenses and contractual services, all of which we anticipate can be accommodated, at least initially, within the existing agency budget. Staff also will pursue opportunities for grant funding to support the planning effort. Timetable for Further Review/Action: Based on the discussion at the October meeting, staff will develop a more concrete work plan and timeline relative to the development of a data and policy agenda and present it at the January meeting. Resolutions: N/A



Item: Academic Affairs Committee – Item #B4 –Briefing on Examination of Access to Postsecondary Education for Students with Disabilities in Virginia Date of Meeting: October 30, 2017 Presenters: Dr. Joseph G. DeFilippo

Director of Academic Affairs & Planning [email protected] Ms. Ashley P. Lockhart Coordinator for Academic Initiatives [email protected]

Most Recent Review/Action: No previous Council review/action Previous review/action

Date: Action:

Background Information/Summary of Major Elements: In the 2014 General Assembly session, Senator Marsden sponsored SJ10, which directed a study of students with developmental and intellectual disabilities accessing the Commonwealth’s institutions of higher education. While the study was tabled, due to subsequent consultation among SCHEV, Virginia Commonwealth University, and the patron, the parties agreed that it would be productive to attempt a report on postsecondary access for students with disabilities. The aim of such a report would be take a comprehensive look at challenges to access and success for students with disabilities and develop recommendations that could be used to integrate them better into the Commonwealth’s student success goals. The report provides a baseline articulation of information about access and persistence for this population of students, whose challenges in pursuing higher education are not always well understood among the general population, or even higher education policy-makers. In producing the report, SCHEV staff, with assistance from VCU staff from the Rehabilitation Research and Training Center, consulted with a broad range of constituents, including disabilities support staff from institutions, the Virginia Department of Education, disabilities advocacy groups, and the Virginia Disability Commission. The final draft and findings of the report were presented to the Virginia Disability Commission at the Capitol on September 19, 2017. That presentation is included here.


Materials Provided:

• PowerPoint presentation: Examination of Access to Postsecondary Education for Students with Disabilities in Virginia. The report provides:

o detailed background on students with developmental and intellectual disabilities accessing postsecondary education, including access and persistence, institutional challenges, and emerging populations;

o strategies that the commonwealth and Virginia’s institutions of higher education can use to improve access to higher education for students with developmental and intellectual disabilities;

o recommendation that a state-level advisory committee be formed and charged with improving policies in order to integrate students with disabilities into the commonwealth’s attainment and workforce development goals.

Financial Impact: N/A

Timetable for Further Review/Action: N/A Resolution: N/A



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Item: Academic Affairs #B5 – Update on ACICS Schools Operating in Virginia Date of Meeting: October 30, 2017 Presenter: Ms. Sylvia Rosa-Casanova

Director, Private Postsecondary Education [email protected]


No previous Council review/action X Previous review/action Date: September 20, 2017 Action: On September 20, 2016, Council passed a resolution maintaining the authorization status of Virginia institutions accredited by the Accrediting Council for Independent Colleges and Schools (ACICS) in the event that the U.S. Department of Education (USED) should remove ACICS’ “recognition.” The resolution allowed the continued authorization of these schools for an eighteen-month period following ACICS’ loss of recognition, which occurred on December 12, 2016. Institutions must achieve accreditation with another recognized accreditor by June 12, 2018. This report provides Council with an update on the status on the institutions affected by ACICS’ loss of recognition. Staff’s last update was on March 20, 2017. Background Information/Summary of Major Elements: See below under “Materials Provided.”

Materials Provided:

• Status Report on ACICS Institutions Operating in Virginia (October 2017) • Addendum: ACICS Accredited Institutions in Virginia

Financial Impact: N/A Timetable for Further Review/Action: Staff will continue to provide further updates at intervals through at least June 2018. Resolution: N/A


Status Report on ACICS Institutions Operating in Virginia (October 2017) The Code of Virginia requires that private degree-granting institutions operating in Virginia be accredited by an accrediting agency “recognized” by the US Department of Education (USED). On December 12, 2016, USED terminated its recognition of the Accrediting Council for Independent Colleges and Schools’ (ACICS). SCHEV staff immediately notified affected institutions of the “Contingency Plan for Continuing Authorization of ACICS Institutions Operating in Virginia” approved by Council at the September 2016 Council meeting. The plan allows affected institutions to maintain state authorization for up to 18 months (until June 12, 2018) while they seek accreditation with another agency recognized by USED. Any modifications to the 18 month timeline must be approved by Council on a case by case basis. SCHEV staff has been monitoring the sixteen Virginia institutions affected by ACICS’ loss of recognition. The status of these institutions as of October 12, 2017 is as follows: Eleven institutions appear on track to conform with the June 12, 2018 deadline:

• 4 have achieved full accreditation with a new accrediting agency recognized by USED

• 1 is expected to achieve full accreditation with a new accrediting agency by December 2017

• 2 have received site visits by a new accrediting agency. • 2 have scheduled site visits by a new accreting agency prior to December

2017. • 1 has reported a site visit will be scheduled for January-February 2018. • 1 has reported it will close when it has completed a teach-out of current

students.

Five institutions remain at risk, for varying reasons, of not achieving initial accreditation by a recognized agency by June 12, 2018. These institutions will be required to provide SCHEV staff with an additional update as of December 12, 2017—when they have 6 months remaining to achieve accreditation.

• Global Health College has not submitted an application to another accrediting agency.

• Stratford University has not yet achieved candidacy status with SACSCOC and has reported it has submitted a second, revised application to the accrediting agency.

• Virginia International University has not yet submitted a self-study to the new accrediting agency.

• California University of Management and Sciences submitted its self-study in late August but has not been scheduled for an on-site visit.

• American College of Commerce and Technology (ACCT) has reported a change of ownership. In accord with regulation, the new owner is required to submit an application for certification within 45 business days (i.e., by


November 21, 2017) of the ownership change. A change of ownership does not affect the timeframe according to which a school must become accredited.

The attached addendum provides additional details for each institution as of October 12, 2017.


Addendum: ACICS Institutions in Virginia

Institution Status as of October 12, 2017 Enrollment

American College of Commerce & Technology

Application to Southern Association of Colleges and Schools Commission on Colleges (SACSCOC) submitted on 5/30/2017. Institution under new ownership remains on same accreditation plan per Virginia regulation.

863

American National University Distance Education Accrediting Commission (DEAC) completed on-site visit on 9/25/2017. N/A

Bon Secours Memorial College of Nursing

Accrediting Bureau of Health Education Schools (ABHES) will consider approval of initial accreditation at its November 2017 meeting. 522

California University of Management and Sciences

Self-Evaluation Report (SER) submitted to Accrediting Commission of Career Schools and Colleges (ACCSC) on 8/24/2017. Site visit not scheduled.

745

Columbia College Accredited by Council on Occupational Education (COE). No longer offers degrees beyond associate. —

Everest College New Name: Alterius Career College Both Virginia campuses now accredited by ACCSC. —

Fortis College ACCSC conducted site visits of both campuses in September and October 2017. 713

Global Health College Has not yet begun the process to seek new accreditation. 143

IGlobal ACCSC site-visit scheduled November 2017. 355

Miller-Motte Technical College Will teach out students and close 503

Sentara College of Health Sciences Now accredited by ABHES. —

Stratford University Submitting second revised application to SACSCOC. Institution expects site visit in 2018. N/A

University of North America ACCSC site visit scheduled for December 2017 193

Virginia College Institution expects site-visit by Accrediting Council for Continuing Education & Training (ACCET) Jan/Feb 2018. Visit unconfirmed. 388

Virginia International University Has not submitted self-study to ACCSC. 895 Virginia University of Oriental

Medicine Institutional accreditation with Accreditation Commission for Acupuncture and Oriental Medicine (ACAOM) —

Total number of potentially affected students 5320



Item: Academic Affairs #B6 – Update on the State Authorization Reciprocity

Agreement (SARA) in Virginia Date of Meeting: October 30, 2017

Presenters: Dr. Joseph G. DeFilippo

Director of Academic Affairs & Planning [email protected]

Most Recent Review/Action: No previous Council review/action Previous review/action

Date: July 22, 2014 Action: Council approved the Commonwealth of Virginia Policy on the Reciprocal Authorization of Distance Education, which serves as the foundation for Virginia’s membership in the national State Authorization Reciprocity Agreement (SARA). Council’s policy outlines the duties and responsibilities of SCHEV, the designated agency for the Commonwealth of Virginia, and requirements for participating institutions.

Background Information/Summary of Major Elements: Federal Regulations In 2010, the U.S. Department of Education (USED) issued revised Title IV regulations requiring institutions offering distance education to obtain authorization from their enrolled students’ state of residence. The intent was to ensure program quality and consumer protection for the student. This requirement stimulated a national discussion among key stakeholders including institutions, state regulators, accrediting organizations, regional higher education compacts, state higher education executive officers and USED. The goal of reciprocal authorization arose from these discussions as a way for institutions to operate legitimately in all U.S. states and territories without having to entertain the expense and regulatory burden of maintaining separate authorization in each state. National Council - State Authorization Reciprocity Agreements (NC-SARA) In August 2013, the above-referenced discussions resulted in the launching of a national reciprocity agreement which is known today as the National Council of State Authorization Reciprocity Agreements (NC-SARA). States and institutions participate on a voluntary basis. Currently, 48 states, the District of Columbia and the U.S. Virgin Islands are NC-SARA members. Member states and territories have approved more than 1,000 institutions to participate in NC-SARA. Institutions benefit by the reduction of applications, regulatory actions and costs, and students gain accessibility to more


educational offerings, quality programs, and a clearer, more thorough national system of complaint resolution. Virginia Legislation In 2014, Delegate Jimmie P. Massie III introduced HB 467 granting SCHEV the authority to enter into an interstate distance learning reciprocity agreement on behalf of the Commonwealth. The bill was passed overwhelmingly in the General Assembly, and Governor McAuliffe signed it into law later that spring. The legislation is recorded in the Code of Virginia as §23.1-211. Council fulfilled the authority granted to it under §23.1-211 by adopting the Commonwealth of Virginia Policy on the Reciprocal Authorization of Distance Education at its July 2014 meeting. Virginia-SARA In October 2014, SCHEV, on behalf of the Commonwealth, submitted its state application to be a member state of NC-SARA to the Southern Regional Education Board (SREB), and the application was approved. Louisiana, Virginia and West Virginia were the first states in the SREB region granted NC-SARA membership. SCHEV held its first VA-SARA Advisory Committee meeting in November with Marshall Hill, Executive Director of NC-SARA, and Mary Larson, Director of SREB, as guest speakers. The Virginia-SARA website was created and staff began accepting institutional applications. During the 2015 calendar year, staff presented and shared its implementation strategies and operational processes with other states and organizations. We granted several requests for interviews by Virginia radio stations and the Lumina Foundation. Currently, SCHEV has approved 50 Virginia institutions. Of the 50 participating institutions, 14 are four-year public, 13 two-year public, 18 private-not-for-profits and 5 private for-profit. Materials Provided: List of Virginia-SARA Institutions (Attached)

Financial Impact: N/A Timetable for Further Review/Action: Resolution: N/A


Virginia SARA Institutions

(October 2017)

Appalachian College of Pharmacy Averett University

Bethel College Blue Ridge Community College

Bluefield College College of William and Mary Danville Community College

Divine Mercy University Eastern Mennonite University

Eastern Virginia Career College Eastern Virginia Medical School

ECPI University Emory & Henry College

George Mason University Germanna Community College

J Sargeant Reynolds Community College

James Madison University Jefferson College of Health Sciences

Liberty University Longwood University

Lord Fairfax Community College Lynchburg College

Mary Baldwin University Marymount University

New River Community College Norfolk State University

Northern Virginia Community College Old Dominion University Patrick Henry College

Radford University Rappahannock Community College

Regent University Sentara College of Health Sciences

Shenandoah University Southwest Virginia Community College

Stratford University Tidewater Community College

University of Fairfax University of Management and

Technology University of Mary Washington

University of Virginia University of Virginia's College at Wise

Virginia Commonwealth University Virginia Highlands Community College

Virginia State University Virginia Tech

Virginia Union University Virginia Wesleyan University

Virginia Western Community College Wytheville Community College


http://www.acp.edu/

http://www.averett.edu/

http://bcva.edu/

https://www.brcc.edu/

http://www.bluefield.edu/

http://www.wm.edu/

http://www.dcc.vccs.edu/

https://divinemercy.edu/

https://www.emu.edu/

http://www.evcc.edu/

http://www.evms.edu/

https://www.ecpi.edu/

http://www.ehc.edu/

https://www2.gmu.edu/

http://www.germanna.edu/

http://www.reynolds.edu/

http://www.reynolds.edu/

http://www.jmu.edu/

http://www.jchs.edu/

http://www.liberty.edu/

http://www.longwood.edu/

https://lfcc.edu/

http://www.lynchburg.edu/

http://www.marybaldwin.edu/

http://www.marymount.edu/Home

http://www.nr.edu/

https://www.nsu.edu/

http://www.nvcc.edu/index.html

https://www.odu.edu/

http://www.phc.edu/

http://www.radford.edu/content/radfordcore/home.html

https://www.rappahannock.edu/

http://www.regent.edu/

http://www.sentara.edu/

https://www.su.edu/

http://sw.edu/

http://www.stratford.edu/

https://www.tcc.edu/

https://www.ufairfax.edu/

https://www.umtweb.edu/

https://www.umtweb.edu/

http://www.umw.edu/

http://www.virginia.edu/

http://www.uvawise.edu/

http://www.vcu.edu/

http://www.vhcc.edu/

http://www.vsu.edu/

http://www.vt.edu/index.html

https://www.vuu.edu/

https://www.vwu.edu/

http://www.virginiawestern.edu/

http://www.wcc.vccs.edu/


Item: Academic Affairs Committee #B7 – Report of the Staff Liaison to the Committee Date of Meeting: October 30, 2017

Presenter: Dr. Joseph G. DeFilippo

Director of Academic Affairs & Planning [email protected]



Date: Action:

Background Information/Summary of Major Elements: N/A Materials Provided:

• “Report of the Staff Liaison to the Academic Affairs Committee,” by Dr. Joseph G. DeFilippo.

Financial Impact: N/A Timetable for Further Review/Action: N/A Resolution: N/A


Report of the Staff Liaison to the Academic Affairs Committee, October 2017 Dr. Joseph G. DeFilippo Director of Academic Affairs & Planning State Committee on Transfer The University of Mary Washington hosted the fall 2017 meeting of the State Committee on Transfer (SCT). The SCT consists of representatives from two and four-year institutions and is charged with developing and monitoring transfer-related policies. At the meeting, Paul Smith discussed SCHEV’s approach for the implementation of HB 1662 (dual enrollment and general education) and SB 1234 (passport credential), both pieces of legislation were passed during the 2017 General Assembly. Joe DeFilippo discussed the findings of the September 2017 Joint Legislative Audit and Review Commission (JLARC) report on the Operations and Performance of the Virginia Community College System. Feedback provided by the SCT on implementation of HB 1662 and SB 1234 will be presented to the Advisory Committee on Dual Enrollment and General Education Transfer at its October 19 meeting. Sexual Violence Advisory Committee Beverly Covington and Ashley Lockhart convened a meeting of the Sexual Violence Advisory Committee on September 14 at the University of Richmond. The group heard from Howard Kallem, Assistant Vice President of the Office for Institutional Equity at Duke University, regarding the future of Title IX, and discussed relevant issues that involve sworn police officers at institutions of higher education. ===================================== Staff Activities and Recognition Beverly Covington

• Participated in a panel presentation at VCCS’s IdeaX instructional technology conference, on September 15. The presentation was on the AAC&U grant funded project, Faculty Collaboratives.

• Attended the meeting of the Library Advisory Committee at UVA Wise on September 29.

• Accompanied Peter Blake, through September and October, on visits to several key legislators to discuss progress on the Virginia Plan and other higher education issues.

Darlene Derricott

• Attended, with Angela Patterson, the National Council for State Authorization Reciprocity Agreements (NC-SARA) meeting in Austin, Texas September 6-8. Dr. Marshall Hill, Executive Director of NC-SARA, Regional Compact directors,


invited speakers, and member states exchanged information on distance education state authorization, federal regulations, student enrollment reporting data and SARA modifications. Michael Zola, Vice President of Government Relations and Policy Analysis, of the American Association of State Colleges and Universities (AASCU), Russ Poulin, Director of Policy and Analysis, of Wiche Cooperative for Education Technologies (WCET) and Cheryl Dowd, Director of WCET State Authorization Network provided presentations on federal policy impacts and regulatory updates.

Jodi Fisler

• Attended 4VA General Education Summit, hosted by Virginia Tech on October 6; presented information and answered questions on the AP/IB/CLEP/Cambridge exam policy as well as the policy on assessment of undergraduate student learning

Ashley Lockhart

• Presented the preliminary draft report on the Examination of Access to Postsecondary Education for Students with Disabilities in Virginia to the Virginia Disability Commission at the Capitol on September 19.

Monica Osei

• Conducted two, two-day workshops (9/21-22 and 10/19-20) for the Academic Affairs SCHEV liaisons. The workshops were held at SCHEV. The liaisons include one or two staff or faculty selected by the institution’s Provost. The liaison(s) are responsible for reviewing documents submitted to SCHEV to insure the documents are in compliance with the requirements of the Organizational Change policy and the Program Approval policy. Eleven of the 15 public four-year institutions were represented at the first workshop and four institutions were represented at the second workshop. Information discussed included the Organizational Change policy and new budget forms created by SCHEV staff and the Program Approval and Actions policy. Information pertaining to Council’s role and state needs for academic programs was discussed. The feedback from attendees indicated that the workshops were very helpful, informative, and needed.

Sylvia Rosa-Casanova

• Attended, with Ms. Sandra Freeman, the fall meeting of the National Association of State Administrators and Supervisors of Private Schools (NASASPS) held in Denver, Colorado, September 11-12, 2017. Representatives from 21 state agencies were in attendance. Virginia presented its solution to successfully retrieving ITT student transcripts for the period prior to 2001. (To date, Virginia has been the only state to successfully do so.) Served as moderator for state discussions on institutional closures and student protections.

• Attended Lumina Foundation: Quality, Equity & Accountability meeting in Indianapolis on October 11-12. The purpose of the meeting was to bring people from a wide variety of sectors to begin work on redesigning postsecondary learning to close equity gaps and improve quality outcomes of


students. The meeting focused on reviewing federal and state regulatory structures, accrediting processes and institutional polices.

• Participated in “Rethinking the Triad to Advance Student Success: The Collaboration of States and Accreditors in Assuring Quality of Higher Education Credentials” convened by SHEEO on October 11, 2017 in Indianapolis, Indiana.

• Participated in a committee meeting convened by SHEEO on October 11, 2017 to draft Student Protection Policy on Transcripts.

Paul Smith

• Presented at the 4-VA General Education Summit hosted by Virginia Tech on October 6, 2017, on the implementation of SB 1234 and the development of a “Passport Program.”

• Attended the Education Commission of the States’ Dual Enrollment Policy Academy in Washington, D.C., October 12. Virginia sent a team of four representatives to the Policy Academy. Participated as the Virginia team lead.

Academic Affairs Staff:

Ms. Beverly Covington, Senior Associate for Academic & Legislative Affairs Dr. Joseph G. DeFilippo, Director, Academic Affairs & Planning Ms. Darlene Derricott, Senior Coordinator, Academic Services Dr. Jodi Fisler, Associate for Assessment Policy & Analysis Ms. Ashley Lockhart, Regional Center Study Project Manager Dr. Monica Osei, Associate Director for Academic Programs & Instructional Sites Ms. Angela Patterson, Specialist for Academic Programs & Services Ms. Sylvia Rosa-Casanova, Director, Private Postsecondary Education Dr. Paul Smith, Senior Associate for Student Mobility Policy & Research


STATE COUNCIL OF HIGHER EDUCATION FOR VIRGINIA RESOURCES AND PLANNING COMMITTEE SEPTEMBER 18, 2017 MINUTES Ms. Connelly called the meeting to order at 1:15 p.m. in G.W.C. Brown Memorial Hall Replacement Building, Room 141, Norfolk State University, Norfolk, Virginia. Committee members present: Marge Connelly, Henry Light, William Murray, and Thomas Slater. Committee member absent: Stephen Moret and Minnis Ridenour. Staff members present: Lee Andes, Peter Blake, Russ Carmichael, Alan Edwards, Dan Hix, Tod Massa, Jean Mottley, Lee Ann Rung, and Yan Zheng. APPROVAL OF MINUTES On a motion by Mr. Light and seconded by Mr. Slater the minutes from the July 18, 2017, meeting were approved unanimously. ACTION ON VIRGINIA GUARANTEED ADMISSION PROGRAM (VGAP) REGULATION AMENDMENTS Ms. Connelly provided background and asked Mr. Andes to give additional details. He explained that the amendments are the same as discussed at the July meeting, with a few technical changes that were made after his meeting with the Financial Aid Officers. Mr. Andes answered questions from members. On a motion by Dr. Murray and seconded by Mr. Light the following resolution was approved unanimously:

BE IT RESOLVED that the State Council of Higher Education for Virginia approves the amended regulations for the Virginia Student Financial Assistance Program. Council delegates to staff to make future non-substantive administrative changes to the program, as appropriate. DISCUSSION OF ENROLLMENT PROJECTIONS AND DEGREE ESTIMATES Ms. Connelly asked Mr. Massa to present information on the enrollment projections and degree estimates that the Council reviews every other year. Mr. Massa provided a presentation of the recent projections and estimates for all institutions (public and private). Minor modifications have been made but the information is mostly the same as what was provided to the Committee in July. Mr. Massa reported that early enrollment estimates reveal that the public four-year institutions are on track. It is more difficult to predict student enrollments at the community colleges and the private institutions. He answered questions and reminded members that the Council will take action on this item in October. DISCUSSION OF 2018-20 SYSTEMWIDE OPERATING BUDGET


Mr. Hix and staff provided an update on the erosion of funding and the average funding per FTE student at four-year institutions. He reviewed the tables on pages 173-179 and answered questions from members. Mr. Fralin requested that staff provide more information on deferred maintenance to determine if institutions’ expenditures for this item could be better spent to increase faculty or reduce tuition if deferred maintenance was funded appropriately. Ms. Connelly requested that members provide additional budget recommendations and Mr. Fralin mentioned workforce credentials. He expressed a need to begin discussion about ways to incentivize universities and community colleges to develop programs and convince students of the importance of obtaining a degree or credential. Mr. Fralin suggested that members and staff include this in key discussions with legislators. Mr. Hix introduced Mr. Carmichael who provided an overview of page 216 and prioritization of new capital outlay projects. Mr. Carmichael said staff will recommend items categorized as 1 and 1b. He also discussed maintenance reserve. Mr. Fralin suggested that in the future institutions should be required to set aside a certain amount of money in reserve for new buildings when requested. Mr. Blake recognized Mr. Carmichael and reminded Council of his role at SCHEV. Mr. Carmichael attends the capital tour of institutions with the legislative staff and works closely with the institutions on the maintenance reserve needs for the system. Staff will note the Council’s recommendations and bring the list of budget recommendations to the October meeting for action. Ms. Connelly requested that staff explore ways of getting data on net price to illustrate what students pay to attend college. MOTION TO ADJOURN The Chair adjourned the meeting at 3:05 p.m.

_______________________________ Marge Connelly Committee Chair _______________________________ Lee Ann Rung Director, Executive & Board Affairs


State Council of Higher Education for Virginia

Agenda Item

Item: Resources and Planning Committee #C3 – Action on 2018-20 Systemwide Operating Budget

Date of Meeting: October 30, 2017 Presenter: Dan Hix, Finance Policy Director [email protected] Most Recent Review/Action:


Date: September 18, 2017 Action: The Council reviewed and discussed preliminary calculations and

proposed budget options for the 2018-20 biennium. Summary of Major Elements: This item presents higher education operating and financial aid budget recommendations for the 2018-20 biennium. Principles governing these recommendations include the following: They are aligned with The Virginia Plan for Higher Education, notably affordable

access, student success and economic and cultural prosperity. They seek more stable and predictable funding, with the expectation that

students and families will find an affordable college education within their reach. They incentivize efficient delivery of high-quality education. They are measured in light of revenue estimates and demands for statewide

revenue reserves. They reaffirm the Council’s support for institutional autonomy and the judgment

of institutional governing boards, within a framework of accountability and transparency.

Financial Impact: The recommendations total $240 million for the biennium from the general fund and $126.3 million for the biennium in nongeneral funds. This represents a 3.5% increase in FY2019 and 7.9% increase in FY2020 for Educational and General Programs, and 7.5% in FY2019 and 15% in FY2020 for student financial aid. This recommendation would provide resources to institutions that will improve access, student success and economic development capacity and continue recent conservative tuition increases. Of the total general fund recommendation, $84.3 million is designated for faculty recruitment and retention. To the extent the Governor and the General Assembly do



not provide general statewide compensation increases, then the general fund recommendation would be reduced to $155.7 million. Of that amount, over 40% -- $65.6 million – is designated for student financial aid. The tables on the following pages provide additional details. Timetable for Further Review/Action: Following Council action, the staff will convey the recommendation to the Governor and the General Assembly for their consideration. The recommendations will guide Council and staff in its discussions with the Governor and the General Assembly prior to and during the 2018 General Assembly Session. Recommendations and Resolution:

WHEREAS, higher education, in all its forms, has transformative powers and is both a public and a private good, and

WHEREAS, the erosion of state funding has resulted in students and their

families shouldering an ever increasing portion of the financial burden through tuition increases and,

WHEREAS, Goal #1 of the Virginia Plan for Higher Education is to provide

affordable higher education access for all, with the alignment of state appropriations, financial aid, and tuition and fees being critical to attaining this goal and thereby enabling our graduates to compete in the market place and to contribute to a healthy economy, now therefore,

BE IT RESOLVED that the State Council of Higher Education for Virginia

recommends that additional operating budget appropriations be provided in the 2018-2020 biennium for:

Cost of education, $7.2 million from the general fund and $7.4 million in

nongeneral funds for a total of $14.6 million in FY2019 and $14.4 million from the general fund and $14.7 million from nongeneral funds for a total of $29.1 million in FY2020;

Faculty recruitment and retention, $27.7 million from the general fund

and $28.7 million from nongeneral funds for a total of $56.4 million in FY2019 and $56.6 million from the general fund and $58.5 million from nongeneral funds for a total of $115.1 million in FY2020;

Operation and maintenance of new facilities coming online, $8.6 million

from the general fund in FY2019 and $17.2 million from the general fund in FY2020 for a total of $25.8 million for the biennium;

Virginia Plan initiatives: student access, success and talent

development, $6.5 million from the general fund and $6.5 million from nongeneral funds for a total of $13 million in FY2019 and $8.5 million


from the general fund and $8.5 million from nongeneral funds for a total of $17 million in FY2020;

Higher Education Equipment Trust Fund, $16.2 million from the general

fund for debt service in FY2020; Undergraduate student financial aid, $16.2 million from the general fund

in FY2019 and $29.3 million from the general fund in FY2020; Graduate student financial aid, $3.0 million from the general fund in

FY2019 and $6.0 million from the general fund in FY2020; Two-year transfer grant, $300,000 from the general fund in FY2019 and

$775,000 from the general fund in FY2020. Tuition Assistance Grant, $1.4 million from the general fund in FY2019

and $6.6 million from the general fund in FY2020; New Economy Workforce Credential Grant, $1 million from the general

fund per year in 2018-20 biennium. Restoration of financial benefits, $4 million from the general fund and $1

million from nongeneral funds per year in 2018-20 biennium. Fund for excellence and innovation, $275,000 from the general fund per

year in 2018-20 biennium; Virtual Library of Virginia, $945,000 from the general fund in FY2019 and

$1.3 million from the general fund in FY2020; Staffing for Virginia research investment, $350,000 from the general fund

in FY2019 and $460,000 from the general fund in FY2020;

BE IT FURTHER RESOLVED that the State Council of Higher Education for Virginia recommends that additional funding for cost of education and institutional priorities recommended here come primarily from the general fund, thereby mitigating the need for institutions to increase tuition revenue.

BE IT FURTHER RESOLVED that the State Council of Higher Education for

Virginia recommends that institutions would have discretion to use the additional appropriations for priorities that improve affordable access, enhance student success, foster change and improvement and promote economic and cultural prosperity – the four goals of The Virginia Plan for Higher Education.

BE IT FINALLY RESOLVED that the State Council of Higher Education for Virginia recommends the pursuit of further restructuring, as set forth in Section E. (Policy Considerations in Support of More Sustainable and Efficient Funding) of the attached document, that advances stable and predictable funding, institutional autonomy and efficiency, and more affordable options to high quality education.


Operating and Financial Aid Budget Recommendations for 2018-20 Biennium Fluctuations in state funding that result from cyclical economic conditions in Virginia present a tremendous challenge to the well-being of our public higher education institutions and the state’s students and families. However, an even greater challenge to Virginia’s public higher education system is emerging as both internal and external data indicate an aggregate decline in state support over the past 25 years. Between 1992 and 2018, general fund appropriations to public higher education in Virginia fell from 14.4% to 10.2% of total state appropriations based on the Appropriation Act of 2017. This aggregate decline in state funding has been masked by increases in funding when the economy is doing well followed by decreases in funding when the economy contracts.

A good example is the recent pattern of state funding for the 2016-18 biennium. The 2016 General Assembly provided additional general fund support of $314 million for all higher education related agencies in 2016-18 biennium - a notable reinvestment in Virginia public higher education. Due to a projected budget shortfall for the biennium, the 2017 General Assembly reduced general fund appropriations to institutions for educational and general (E&G) programs in FY2018 by $37.9 million or 2.5% over the original FY2018 appropriations. While our public higher education institutions experienced a rare and significant increase in state support of more than 8% in FY2017, they faced an average reduction of 2.5% in FY2018.

Although the Commonwealth ended the 2017 fiscal year with a budget surplus, the looming budget and policy changes at the federal level may have adverse impacts on state revenue collections for the coming biennium. With this in mind, SCHEV staff presents the following 2018-20 budget recommendations for the Council’s consideration. The recommendations combine funding strategies and priorities designed to meet the goals of The Virginia Plan with a phased approach so that the required additional support will be more moderate. In addition, recommendations are presented on a true two-year or biennial budget basis that would afford institutions more predictability and allow for better planning – something that has been missing for the better part of this century. (A) Educational and General Programs

(A.1) Base Operations Funding

(a) Base Adequacy/Cost of Education

Base adequacy/cost of education represents a calculation of the “basic operations and instruction funding need of each public institution of higher education,” as defined by the Higher Education Opportunity Act of 2011. Following the base adequacy guidelines, SCHEV staff used the actual FY2017 student enrollment and institutions’ 2018-20 activity-based budget (ABB) to calculate the institutions’ funding need. Staff compared that amount with the available resources for FY2019 as represented in ABB. The calculation showed four


institutions that remain under full funding, with a total one-year funding need of $29.1 million. Staff proposes a two-year phased approach to provide additional funding for Old Dominion University, Virginia Military Institute, Richard Bland College and Eastern Virginia Medical School to reach full funding by FY2020. According to the state funding split policy established in the Appropriation Act, the estimated additional funding need is $21.6 million from the general fund and $22.1 million from nongeneral funds for a total of $43.7 million in the 2018-20 biennium.

(b) Faculty Recruitment and Retention

Thanks to the 2%-3% state salary increases in FY2018, staff estimates that the ranking of average teaching and research faculty salary at 4-year institutions to national peers would be at the 34th percentile in FY2018. The Commonwealth’s policy is for each institution to be at the 60th percentile of its peer group. Institutions stated in their 2017 six-year plans that faculty salaries falling behind those of their peer institutions represent the greatest threat to faculty recruitment and retention. SCHEV staff believes that maintaining the commitment to faculty salaries is critical to meeting the goals outlined in The Virginia Plan. To ensure Virginia institutions stay competitive in faculty recruitment and retention, staff recommends using the peer-group-based approach to benchmark faculty salary increases in 2018-2020. Recognizing the disparity of percentile ranking in teaching and research (T&R) faculty salaries to peers among institutions, staff proposes to provide an annual salary increase of 5% for institutions with ranking below the 20th percentile, 4% increase for institutions between 20th and 40th percentile, 3% increase for institutions between 40th and 60th percentile, and 2% for institutions that are at or above the 60th percentile in each year of the 2018-20 biennium. Additional funding to support this recommendation will be $84.3 million in the general fund and $87.2 million in nongeneral funds for a total of $171.5 million in 2018-20 biennium. Salary increases for faculty should be based on merit and provided as an incentive for meeting state and institutional priorities. Staff acknowledges that salary increases are a statewide issue and that it is unlikely that colleges and universities would receive general fund support for faculty recruitment and retention when other agencies and institutions do not. Should the Governor and the General Assembly decide to provide a general salary increase to all state employees, however, staff recommends the state use the peer-group-based approach to allocate funds to help each institution raise its ranking relative to its peers. In addition to the state-authorized amounts recommended above, it is important that our institutions have the flexibility to award additional merit-based and board-approved salary increases using nongeneral funds in order to attract and retain high-performing faculty and move closer to the Commonwealth’s 60th percentile goal. The combination of a state-authorized faculty salary increase and the flexibility


for supplemental actions by the institutions may allow our institutions to maintain or perhaps slightly increase their percentile ranking in 2018-20 biennium and to reward faculty and also be attuned to growth in programs (recruitment) in high-demand areas as well. While administrative faculty, part-time faculty and other support staff (classified employees) are not included in this option, the institutions and the Commonwealth ultimately will need to address the appropriate level of compensation needed to attract and retain high-performing employees.

(c) Operation and Maintenance of New Facilities Coming Online

The 2017 General Assembly provided no additional state support for the operation and maintenance (O&M) of new space coming online in 2016-18 biennium. In fact, no state funds have been provided explicitly for this purpose since 2011. Without additional state support for O&M of new facilities, institutions rely on tuition revenue to operate and maintain these facilities, putting additional financial burdens on students and their families as a result. It is the policy of the Commonwealth that institutions are expected to maintain their facilities. Section 4-4.01.m.7. of the Appropriation Act states that “institutions of higher education shall treat the maintenance of facilities as a priority for allocation of resources.” This applies to both capital appropriations and operating appropriations and is why the Council continues to recognize the need for additional support for O&M. Without additional general fund support, funding O&M for these new facilities will require an average tuition increase of 0.5% with an increase range from 0.1% to 2.4% among institutions in FY2019. Staff recommends $8.6 million in 2018-19 and $17.2 in 2019-20 for a total of $25.8 million in the 2018-20 biennium – all from the general fund – to support new educational facilities coming online without placing an undue burden on students and families.

(A.2) Virginia Plan Initiatives (d) Student Access, Success, and Talent Development

The Virginia Plan for Higher Education, the statewide strategic plan for higher education developed by SCHEV and endorsed by the General Assembly, set four goals that include affordable access, student success, change and improvement, and economic and cultural prosperity in order to establish a framework to guide higher education in the Commonwealth. The Plan identifies strategies for achieving the goals and measures to determine if progress is being made over time toward the overall goal of being the best-educated state by 2030. To meet this goal and address the growing demands of the workforce, Virginia must increase its educational attainment rate for working-aged adults from approximately 51% today to approximately 70% by 2030. Indeed, 99% of new jobs since the Great Recession are occupied by someone with a postsecondary credential. Moreover,


employers continue to demand not only the academic and technical skills for a job, but also soft skills, such as problem solving, communication and writing. Efforts that expand access to education and training after high school are critical. As the Southern Region Education Board noted in its report, No Time to Waste, academic readiness, affordability and greater participation of underrepresented students are crucial components for states seeking to meet educational goals. In particular, a recent study, Landscape of Postsecondary Access Resources in Virginia, commissioned by SCHEV, identified that while there are pockets of need throughout the commonwealth, 30% of Virginia school divisions need additional postsecondary access resources to increase student matriculation. Furthermore, The Virginia Plan’s strategy 2.2 seeks to provide “effective academic and student services infrastructures focused on persistence and completion.” Once enrolled, institutions must provide appropriate student support services to positively impact student retention and completion. This aspect is especially important given that findings indicate that Virginia’s high rate of educational attainment could shift in the coming years. While Virginia ranks 6th nationally in educational-attainment rates for the population ages 25-64 (those with a degree or credential), the population ages 25-34 ranks lower, at 11th, for those with an associate degree or above. Fewer high school graduates and shifting demographics of the population – to one that is traditionally harder to serve; i.e., first generation, low income or from a minority race or ethnicity – may impact the rate at which students complete a credential or require additional resources for/from institutions to serve them. Institutions will incur additional costs associated with providing services tailored to students’ needs. In recent years, institutions have redoubled their efforts to ensure that students not only enroll but also progress to completion and into the workforce. The Governor and the General Assembly have supported institutional efforts, and SCHEV recommends that they continue to fund activities that have demonstrable outcomes. To improve outreach to students who might not consider education beyond high school a possibility, SCHEV seeks $2,500,000 annually to develop and implement postsecondary-preparatory programming and capacity building efforts statewide. Institutions should provide matching funds through reallocation of existing resources. To assist institutions with efforts to provide appropriate student support services and experiential learning programs, SCHEV staff recommends funding in the amount of $4,000,000 in the first year and $6,000,000 in the second year of the biennium. Institutions should provide matching funds through reallocation of existing resources. Funds should be distributed based on an allocation strategy tied to performance, such as student access, retention and graduation, number of high-demand degrees, percent of under-represented student enrollment and graduates, and other student success performance metrics. This funding approach favors outcomes and


http://schev.edu/index/reports/schev-reports/access-study/

http://schev.edu/index/reports/schev-reports/access-study/

performance, and it provides targeted incentives to institutions to promote efforts to provide high value at an affordable price. In total, SCHEV staff recommends $6.5 million from the general fund and $6.5 million from nongeneral funds in 2018-19 and $8.5 million from the general fund and $8.5 million from nongeneral funds in 2019-20 for a total $30 million in 2018-20 biennium.

(B) Student Financial Aid (e) Undergraduate Student Financial Aid

(i) Virginia Student Financial Assistance Program

Recent Demand and Funding: The Virginia Student Financial Assistance program (VSFAP) is awarded to Virginia undergraduates demonstrating financial need at public institutions. These funds directly address Goal 1 of the Virginia Plan: provide affordable access for all. In 2016, the Governor and the General Assembly provided an additional $24.1 million to the VSFAP – the largest increase in history. The additional funding came at an important time, as demand for the program grew substantially during the Great Recession. They boosted total funding to just under $190 million and halted a six-year decline in “percent of need met” by the program. For FY2017, VSFAP funding met 33.2% of projected need. No new funds were appropriated in the 2017 session of the General Assembly for FY2018. Consequently, the percent of need met dropped slightly to 32.5%. The recession resulted in increasing need totals over multiple years, including consecutive increases of over 11%, 26%, 22%, 19%, and 13%. Since FY2014, the rate of increase in need declined to a modest 2.2% increase between FY2017 and FY2018. Need is now projected to decline slightly between FY2018 and FY2019. These figures are reflected in the table below.

With a leveling off of the number of projected students demonstrating need, the next biennium provides an opportunity to gain ground on affordability rather than just maintain pace. Furthermore, the Commonwealth is experiencing a documented loss of enrollment from the lowest-income group – perhaps an indication that students believe that an affordable education is beyond their reach.

In developing recommendations for need-based financial aid, SCHEV uses the most recently available student-specific financial aid data file (FY2016) and applies projected cost factors for the target year (FY2019 and FY2020) to calculate projected expenses for each student. SCHEV then applies a calculation allowing for shared responsibility among the state and the student to determine aggregate institutional student need for the target year.


From FY2013 to FY2016, the combined enrollment across all public institutions dropped by just over 11,200 students, but students demonstrating need declined by over 13,000 students. More concerning is the loss of students from the $0 to $50,000 income group, which declined by nearly 17,000 (-14.8%). This means that all other income groups collectively had a net increase in students across the system. Reviewing the enrollment patterns of “first-time in college” (FTIC) students, the table below illustrates that whether enrollment is increasing (senior institutions) or declining (VCCS), the percent of enrollment for FTIC low-income students is declining across the public system.

VSFAP Performance: The VSFAP awarding policies vary among the institutions. The total number of students and average awards, shown below, reflect some having policies of making fewer but larger awards (higher percent of tuition) while others choose to spread the funding thinner (lower percent of tuition) to reach more students. The policy differences reflect the differing needs of the student enrollments and availability of other resources at each institution.

FTIC % of Total FTIC % of

Total FTIC % of Total FTIC % of

TotalSenior InstitutionsIn-state undergraduates 24,810 24,901 24,916 25,635 Demonstrating need 12,876 51.9% 13,251 53.2% 13,185 52.9% 13,597 53.0%

$0 to $50,000 5,567 22.4% 5,274 21.2% 5,199 20.9% 5,369 20.9%$50,001 to $100,000 4,625 18.6% 4,745 19.1% 4,652 18.7% 4,731 18.5%

Greater than $100,000 2,682 10.8% 3,226 13.0% 3,326 13.3% 3,496 13.6%VCCSIn-state undergraduates 27,648 29,436 29,135 26,669 Demonstrating need 16,944 61.3% 18,416 62.6% 17,179 59.0% 15,390 57.7%

$0 to $50,000 13,296 48.1% 13,961 47.4% 12,752 43.8% 10,941 41.0%$50,001 to $100,000 3,293 11.9% 3,966 13.5% 3,935 13.5% 3,912 14.7%

Greater than $100,000 355 1.3% 489 1.7% 492 1.7% 537 2.0%

2012-13 2013-14 2014-15 2015-16


VSFAP Awards for 2015-16

Each year, the VSFAP program continues to lose purchasing power as the average award as a percent of tuition has steadily declined. Not all students demonstrating need are eligible for a VSFAP award; however, the percent of those students receiving an award has declined overall since FY2008. The VCCS colleges have regained some ground since FY2011 while the senior institutions have remained somewhat stagnant over the same period of time. These two charts combine to illustrate the decisions that institutions must make in awarding state aid: balancing awarding more students v. making larger awards. Senior institutions have been awarding more students, but those increases are not keeping up with the increasing number of students demonstrating need, hence the percentage drops. Meanwhile the VCCS has been able to secure gains due to a decreasing number of students demonstrating need; therefore, their percentage goes up even as the number of awards holds relatively steady.

Average VSFAP Award as a Percentage of Tuition Percent of Students With Need Receiving an Award

(average of combined Commonwealth and VGAP awards; does not include non E&G fees)

In a comprehensive study of Virginia higher education, the Joint Legislative Audit and Review Committee (JLARC) reported on a study (the Delta Cost Project) of students who did not complete their degree. This study found that 29 percent of


non-completers cited “financial” as the reason for not remaining enrolled. The other factors cited, including “Personal” (58%) and “Family Responsibilities” (18%), could each have financial implications as well, such as paying for child care or helping with the family’s monthly bills. JLARC also reported that a consensus of research demonstrates that a $1,000 change in need, either through decreased published price or through financial aid, can result in a “three- to five-percentage point increase in college attendance.” These studies and other research clearly recognize the critical role financial aid has not only for affordability but also for retention and completion.

2018-20 Virginia Student Financial Assistance Program Recommendation

This recommendation brings all four-year institutions to at least 35 percent of need met and 25 percent for two-year colleges, with each institution receiving a minimum 3 percent increase, for FY19 and then maintaining the resulting percent of need for FY20.

Recommendations: Staff recommends $16.2 million in 2018-19 and $29.3 in 2019-20 for a total of $45.5 million in the 2018-20 biennium – all from the general fund to address affordability concerns and to reduce funding disparities among institutions. This recommendation brings all four-year institutions to at least 35 percent of need met and 25 percent for two-year colleges, with each institution receiving a minimum 3% increase, for FY2019 and then maintaining the resulting percent of need for FY2020. Finally, the emerging institutional practice of reserving a portion of tuition for financial aid is in response to institutional responsibility set out under the Code of Virginia, § 23.1-301: to mitigate the impact of increasing tuition costs for low- and middle-income students. Today, SCHEV estimates that, on average, institutions are using approximately 5% of in-state tuition revenue for (primarily) need-based financial aid for in-state students. The practice, while necessary, must be balanced against creating an undue burden on those not receiving an award. Each institution should have a clear understanding of the impact of general tuition increases on its student body compared to the benefit of offering financial aid with that tuition revenue. The Governor and the General Assembly might wish to consider whether additional state financial aid support (beyond that recommended here) could reduce the reliance of some institutions on increasing tuition to seek affordability for its low- and middle-income students.


Unique Students # Change % Change

2010-11 576 336 140.0%2011-12 799 223 38.7%2012-13 812 13 1.6%2013-14 1,013 201 24.8%2014-15 1,395 382 37.7%2015-16 1,909 514 36.8%2016-17 2,077 168 8.8%

(ii) Two-Year College Transfer Grant

The Governor and the General Assembly adopted the Two-Year College Transfer Grant (CTG) program in 2007 and began awarding students as of FY2009. The program encourages utilization of Virginia’s two-year colleges by rewarding students who complete their associate degree at a two-year college before transferring to a participating Virginia four-year public or private non-profit college or university within one year. The program also requires full-time enrollment, maintenance of a 3.0 grade point average, and a maximum federally calculated Expected Family Contribution (EFC) of no more than $12,000. Eligible students receive $1,000 annually for up to three years. Students enrolled into a program of study in engineering, mathematics, science, teaching or nursing are eligible for an additional $1,000 annually. The CTG program grew by an increasing number of students from FY2014 through FY2016. However, there is little data to explain the dramatic growth as enrollments into two-year institutions have declined recently and the numbers of associate-degree graduates and transfer students have stabilized. The only factor that has increased in correspondence with participation growth is the number of associate-degree earners graduating with at least a 3.0 grade point average. Consequently, funding projections for the CTG are subject to a large margin of error.

2016-17 Two Year College Transfer Grant Totals

Annual Systemic Total of Unique Students 2016-17 Totals by Institution

Based on current information, staff projects program participation to be 2,550 ($3.8 million) in FY2019 and 2,940 ($4.3 million) in FY2020. The current appropriation available for FY2018 is $3,549,667. Beginning in FY2016, a new incentive portion of the grant was added to encourage students to transfer to one of six institutions: NSU, ODU, RU, UVA-Wise, VCU, and VSU. The program is also intended as an incentive for these institutions to actively recruit CTG-eligible students as they complete their associate degrees.


Students transferring to these six institutions receive an additional $1,000. The institutions were provided enrollment goals for CTG-eligible students. A total of $600,000 is provided annually to support this component of the CTG.

Staff recommends $300,000 in 2018-19 and $775,000 in 2019-20 for a total of $1.1 million in the 2018-20 biennium – all from the general fund to ensure that all eligible students are fully funded.

(f) Graduate Student Financial Aid

The graduate Virginia Student Financial Assistance Program (otherwise known as the Virginia Graduate Commonwealth Award) may be awarded as need-based grants, merit-based scholarships, or awards for duties that require work. Graduate student financial aid is integral to institutional and student success for graduate education and research. Graduate research programs are critical economic drivers within the Commonwealth. Funding for these programs not only supports higher education but also assists with the state’s economic health. As such the program supports all four Virginia Plan goals: (1) provide affordable access for all; (2) optimize student success for work and life; (3) drive change and improvement through innovation and investment; and (4) advance the economic and cultural prosperity of the Commonwealth and its regions.

The below funding recommendations for FY2019 and FY2020 provide an allocation of $3 million the first year and $6 million the second year. The allocation places a heavy priority on the doctoral programs that are the primary drivers for research, development, and associated economic benefits.

The recommendation includes an additional “bump” for the Virginia Institute of Marine Sciences (VIMS). VIMS is responsible for a wide range of research programs and advisory services mandated in the Code of Virginia. Additional funding is recommended to regain a portion of the lost enrollment over the last seven years and to achieve a level sufficient to meet the Institute’s responsibilities.


(g) Virginia Tuition Assistance Grant Program (TAG)

TAG is designed to make private colleges in Virginia more affordable for Virginia residents and thus increase the level of student choice and access in higher education. TAG was established in 1973 and will provide over $65.8 million of assistance to over 22,500 students enrolled into 30 institutions in FY2018. The maximum annual undergraduate awards are expected to be $3,300 while graduate/professional students are expected to receive $1,650. TAG funding recommendations are based on the projected fall participation by priority students (returning students and on-time new applicants are prioritized; late applicants are awarded only if funds are available) and historic trends to determine the average award amounts and attrition rates. Additional factors include the current economic conditions and the periodic addition/deletion of institutions or academic programs.

Actual maximum undergrad and graduate awards in previous years:

Fiscal Year Annual

Award Amount 2007-08 $3,200 / $1,900 2008-09 $3,190 / $1,890 2009-10 $3,000 / $1,300 2010-11 $2,600 / $1,130 2011-12 $2,750 / $1,200 2012-13 $2,800 / $1,300 2013-14 $3,100 / $1,550 2014-15 $3,100 / $1,550 2015-16 $3,100 / $1,550 2016-17 $3,200 / $1,600 2017-18 $3,300 / $1,650 projected

In recent years TAG participation of undergraduate students has fallen short of the projected annual growth rate. This has resulted in unspent funds for both FY2015 ($2.0 million) and FY2016 ($1.3 million). The accumulated surplus enabled the maximum TAG award to be increased to $3,200 for FY2017 and $3,300 for FY2018 without significant amounts of new funding.


The program surplus will enable awards to remain at $3,300 for FY2019 but projections indicate that the carry forward surplus is nearly exhausted by end of FY2019. New funding will be needed to support TAG award amounts in excess of $3,300 in FY2019 and, because the available funding includes approximately $2.7 million carry forward from FY2018, an additional $3.5 million is required just to maintain the $3,300 award in FY2020. Based on projected enrollments for FY2019 and FY2020, TAG participation is expected to hold at 0.5% for FY2018 and could then grow as much as one percent annually for FY2019 and FY2020.

Incremental Cost of Increasing the Maximum Annual TAG Award

FY2018 Base Appropriation = $65,812,665

Staff recommends increases of $1.4 million in 2018-19 and $6.6 million in 2019-20 for a total of $8 million in the 2018-20 biennium -- all from the general fund to ensure that all eligible students are fully funded at $3,400 first year and $3,450 second year. Such increases are appropriately aspirational and not out of line with recommended funding for public institutions. SCHEV further recommends that, if the actual number of participants in the program is less than forecast, the budget language provide flexibility for a larger award by setting the maximum allowable undergraduate TAG award at $3,500 in the second year of the biennium.

(h) New Economy Workforce Credential Grant Program (NEWCG)

The Governor and the General Assembly created the New Economy Workforce Credential Grant program in 2016 to address the growing demand in workforce careers that require a credential rather than completion of a degree program. The program was initially funded at $4 million for FY2017 and $8.5 million for FY2018, but due to unexpectedly high usage, the Governor and the General Assembly moved $1 million from the second year to the first year of the biennium. During 2016-17, the program served 5,050 students with over 90 percent completing the academic portion of the process. Because the program is still new, some outcome information is not yet available. SCHEV, therefore, recommends that funding for the program be set to the original $8.5 million established in 2016, which would add $1 million in each year to the base appropriation. SCHEV further recommends that the Virginia Community College System develop additional strategies whereby it further prioritizes services when demand exceeds funding. Such factors could include


program, region and outcome data, such as employment and wages, as they become available.

(i) Cybersecurity Public Service Scholarship The Virginia Cybersecurity Public Service Scholarship, available beginning with the 2016-17 award year, provides a scholarship in exchange for a commitment to work in Virginia for one year per year of scholarship received. Eligible students must be enrolled into a degree program that prepares for a career in cybersecurity; Virginia domicile or obtaining in-state tuition via a military exception; maintain full-time enrollment; have a minimum 3.0 grade point average; be within two years of degree completion; and commit to one year of public service. The program prioritizes applications by degree level and then by application received date. In 2016-17, staff received over 90 applications and awarded 25 students $20,000 scholarships. The students represented 7 different institutions, including five public institutions and two private nonprofit institutions; 10 recipients were in graduate programs and 15 in bachelor programs. Four of the recipients graduated in May 2017. Staff has identified 25 recipients for the 2017-18 award and is working to confirm eligibility and acceptance of the award. Staff recommends level funding of $500,000 per year for the 2018-20 biennium.

C. Other Systemic Budget Items (j) Higher Education Equipment Trust Fund (HEETF)

In 2000, the Council established an equipment allocation methodology for the HEETF based on institutional needs for (1) regular inventory replacement and (2) technology upgrades. A 9-year replacement cycle, issued for instructional and research equipment, is applied to the current institutional equipment inventories in the Educational and General programs of Instruction, Research and Academic Support. Staff has provided a summary table of 2017-18 HEETF allocations by institution for information purposes. The HEETF addresses half of the identified need and institutional operating funds cover the other half. To continue the progress made in the 2016-18 biennium with updating institutional equipment inventories, the annual replacement need to be covered by the HEETF will be $77.8 million per year or $155.6 million for the 2018-20 biennium. The HEETF model also includes funding for computers for student use. The Council established a goal of providing 7% of the full-time equivalent students with a microcomputer. In 2000, this rate was considered adequate to accommodate students’ need for access to computer resources. Since then, allocations have been sufficient to maintain this level of coverage. To continue supporting the 14:1 students-to-computer ratio at a cost of $1,800 per computer, an additional allocation of $13.2 million per year is needed. This policy allows for computer replacement approximately once every three years.


For the 2014-16 biennium, the Council recommended the allocation of over $19 million a year in support of research equipment through HEETF. In 2015, SCHEV staff recommended that the Commonwealth establish a pooled bond authorization to finance, as needed and over time, new or renovated facilities and equipment for research activities. This funding for research equipment in 2016-18 biennium was presented in under the Research Competitiveness initiative. This year, staff has returned to the 2014-16 methodology for equipment funding based on research equipment replacement. Under this methodology, staff calculates $25.9 million to maintain current funding levels in research. Universities receiving an allocation for research equipment should be guided by the research-asset assessment underway by the Virginia Research Investment Committee (VRIC) when making purchases. The intent of VRIC is to concentrate the Commonwealth’s research investments on those fields that the committee deems to hold the most promise of economic, health and civic benefits for Virginia citizens by targeting public resources at collaborative research projects, facilities, equipment and personnel that more closely align institutions' strategic research strengths in ways that promote and increase licensing, business start-up and job creation. In addition to the allocation recommended for GMU based on their equipment replacement needs, we would also recommend, in light of GMU’s recent strides in research, including the “Highest Research Activity” classification by the Carnegie Foundation/Center for Postsecondary Research of the Indiana University, that the Governor and General Assembly consider further support through the HEETF to encourage future growth, particularly in the areas of biomedical research, neuroscience, cybersecurity, information technology and other scientific and technological domains.

Estimated debt service payments by institution total $14.2 million from the general fund for the traditional HEETF calculation and $4 million from the general fund for the Research HEETF calculation in FY2020. Total debt service for the biennium estimated at $16.2 million will not begin until FY2020.

(k) Virginia Research Investment Fund (VRIF)

Created in the 2016 legislative session, the VRIF is a special non-reverting revolving fund to support “innovative and collaborative research, development and commercialization efforts … with a high potential for economic development and job creation” at public institutions of higher education. Grants from the Fund are awarded by the Virginia Research Investment Committee (VRIC), which the SCHEV director chairs, and the grant competition is administered by SCHEV staff. VRIC will award the first round of VRIF grants in late 2017.

VRIF’s initial general-fund appropriation was $8 million in FY2017 and $12 million in FY2018, with an additional $29 million in bond authority to support equipment purchases or laboratory renovations associated with researcher incentive packages and the translation of research into commercial use. During the 2017 legislative session’s budget-reduction efforts, the general fund appropriations were reduced to $4 million in FY2017 and $8 million in FY2018. The VRIF Call for Proposals for the


first round of awards advised applicants that VRIC intended to award about $4 million in VRIF funding in this year’s initial grant competition.

The above amounts, while unlikely to impact Virginia’s research-expenditure national rankings, are large enough to generate interest, and more importantly proposals, from researchers at public universities that will lead to more collaboration between them and between higher education and industry, as well as to more patents, licenses and entrepreneurship. For this reason, and to signal ongoing support for this initiative and academic research generally, the VRIF should be maintained at its current appropriation level; i.e., ensure that the Fund balance is at least $8 million in each year of the next biennium.

(l) Restoration of Financial Benefits – Interest Earned on E&G Programs Revenue

Each public institution of higher education certified by the Council as having met the financial and administrative management and educational-related performance benchmarks is entitled to financial benefits set forth in subsection C of § 23.1-1002. These benefits include interest on the tuition and fees and other nongeneral fund Educational and General Revenues deposited in the state treasury by the institution, a pro rata amount of the rebate due to the Commonwealth on credit card purchases of $5,000 or less made during the fiscal year, a rebate of any transaction fees for the prior fiscal year paid for sole source procurements (eVa Sole Source Fees), and any unexpended appropriations of the institution at the end of the fiscal year. The financial benefits of interest earnings and credit card rebates, typically included as central appropriation items, have not been available to the institutions from FY2014 to the present due to budget reductions. SCHEV staff requests to restore these financial benefits in the amount of $4 million from the general fund and $1million from nongeneral funds for a total of $5 million per year.

D. Systemic Budget Items with SCHEV Budget (m)Fund for Excellence and Innovation

The Fund for Excellence and Innovation was established during the 2016 General Assembly to focus on two primary activities: (1) to stimulate collaborations among public school divisions, community colleges and universities and to expand affordable student pathways and (2) to pursue shared services and other efficiency initiatives at colleges and universities that lead to measureable cost reductions. The initial fund provided $500,000 annually for FY 2017 and FY2018 to support these efforts. During the 2017 session, the fund was reduced to $450,000 in FY 2017 and $225,000 in FY 2018. As part of the Fund, through a competitive grant process to public higher education institutions, SCHEV funded five programs that aim to improve transitions from high school to postsecondary education, reduce costs to students, increase college-completion rates, and lead to a degree, certificate or workforce credential. Descriptions of the programs can be found through this link:


http://schev.edu/index/institutional/grants/affordable-pathways/affordable-pathways-partnership-2016-grants ) SCHEV also provided grant funding for projects related to shared services and efficiencies initiatives. The Virtual Library of Virginia (VIVA) received a $10,000 grant to conduct a project to enhance access to VIVA resources. The Virginia Community College System obtained a $30,000 grant to support a study to evaluate the feasibility of other public higher education institutions receiving services from the Shared Services Center. The final report for that study is due in January of 2018. For 2018-20 biennium, SCHEV requests additional funding of $275,000 per year from the general fund so as to restore the original funding of $500,000 annually provided by the General Assembly to support initiatives designed to pilot and assess projects that “cultivate innovations, enrich quality, promote collaboration and improve efficiency,” which is strategy 3.2 from The Virginia Plan. Grants will continue to be awarded to public institutions of higher education on a competitive basis, with eligibility criteria determined by SCHEV. Grantees will be required to conduct an evaluation and submit a report on outcomes, lessons learned and long-term sustainability of the project.

(n) Virtual Library of Virginia

The Virtual Library of Virginia (VIVA) is the consortium of the nonprofit academic libraries within the Commonwealth of Virginia. Members include all of Virginia’s 39 public colleges and university, as well as 32 private institutions and the Library of Virginia. SCHEV recommends an additional $945,000 in the first year of the biennium and $1,260,000 in the second year of the biennium.

Affordable and Open Course Content-Expansion of Open Textbook Network (OTN): Financial challenges for students and their families continue to be one of the highest predictors of non-degree completion in higher education. Tuition, fees, housing, and living expenses are only part of the problem. Research shows that the price of course materials, including textbooks, can be a determining factor in everything from chosen majors to degree completion. As a library consortium that aims to level the academic playing field for Virginia’s students by providing shared access to high quality educational resources, VIVA is well-positioned to provide students relief on this financial pressure point and demonstrate significant statewide savings. Over the past year, VIVA has piloted a statewide membership in the Open Textbook Network (OTN), which has demonstrated strong, early successes in identifying and adopting into the curricula low-cost and free course materials for Virginia students. Eager to build upon this momentum, VIVA proposes a statewide initiative to develop, identify, promote, and make widely available affordable and open course content. The initiative includes centralized staffing to coordinate efforts statewide; an expansion of the highly successful OTN program; the launch of a curriculum-driven program to purchase affordable course materials that can be used by students free of charge; and a grant program to support faculty in open course redesign efforts. The total cost for this initiative is estimated at $600,000 per year.


http://schev.edu/index/institutional/grants/affordable-pathways/affordable-pathways-partnership-2016-grants

http://schev.edu/index/institutional/grants/affordable-pathways/affordable-pathways-partnership-2016-grants

Shared Collections and Support for Independent Institutions: The negotiated contracts for VIVA’s databases and subscriptions include, by necessity, negotiated annual price increases, and additional funding is needed to maintain these resources through the 2018-20 biennium. Without funds to sustain current collections, VIVA will be have to cancel collections. The amount proposed for sustaining VIVA’s collections for the public institutions is $300,000 in the first year and $600,000 in the second year.

Finally, support for the VIVA independent colleges and universities has not increased in 17 years, and their ability to acquire materials is under increasing strain. There have been a number of VIVA-negotiated deals, such as the successful e-book acquisitions mentioned above, that the independent institutions have been unable to take advantage of due to a lack of shared, central funding. With additional support, these institutions would able to participate more fully in the e-resource deals negotiated through VIVA. The amount proposed for the independent colleges and universities is $45,000 in the first year and $60,000 in the second year.

(o) SCHEV staffing for Virginia Research Investment

The Code of Virginia, effective January 1, 2018, will require SCHEV to develop the Research and Technology (R&T) Roadmap (§23.1-203.29), which is the framework through which the Commonwealth encourages collaboration between higher education, federal labs and private sector on applied research, development and commercialization (§23.1-3134). Prior to this fiscal year, responsibility for the Roadmap has resided with Center for Innovative Technology. SCHEV is not currently staffed to fulfil this responsibility. Additional expertise, services and resources (human, physical and financial) will be required to conduct R&T Roadmap work and to provide technical support and assistance to the Virginia Research Investment Committee. SCHEV requests $350,000 from the general fund and two full-time positions in FY2019 and $460,000 from the general fund and three full-time positions in FY2020 in order to fulfil the new statutory responsibilities.

E. Policy Considerations in Support of More Sustainable and Efficient Funding

Our public system of higher education has endured eight state budget reductions in the past 10 years, and tuition for in-state undergraduate students has risen, in part, in an effort to offset these cuts. Access, affordability and quality – the cornerstones of our system – are in jeopardy. For these reasons, the State Council of Higher Education for Virginia has been reviewing options that could result in greater continuity and predictability of funding for our colleges and their students. Our public institutions of higher education, however, are diverse and have differing missions, student demographics and tuition capacities. It is not practical to consider a one-size-fits-all funding approach for the distribution of scarce state resources. In July, the Council’s Resources and Planning Committee discussed options that focused on developing funding mechanisms that might sustain our system of public


higher education by amending current funding policies such as the cost share policy under the umbrella of expanded restructuring or allowing selected institutions to pursue greater autonomy through their enrollment and tuition capacity. Such changes could free up general fund resources to support institutions that have a more limited capacity to generate additional tuition revenues. These changes would not be easy or without risk, but the alternative may be diminished access to a generally degraded system. If the next 10 years are similar to the last 10 years for Virginia public higher education, our system is indeed in peril and all options to improve its future should be considered. Last year, as part of its 2016-18 budget amendment recommendations, the Council commended our public institutions of higher education for their financial management strategies – best practices that allowed them to maintain their viability through economic downturns. The Council also resolved to support the protection provided by the Code of Virginia to institutional endowment funds and unrestricted gifts from private sources. These funds must not be taken into consideration nor used to reduce state appropriations to our public institutions. Higher education restructuring, which was made part of the Code of Virginia in 2005, has been beneficial to higher education – and the Commonwealth – as evidenced by the following information: Improved efficiencies and streamlined activities in core administrative

functions – finance, human resources, information technology, procurement, capital outlay and leases.

Increased economies of scale for procurement through the Virginia Association of State College and University Purchasing Professionals (VASCUPP) and the Virginia Higher Education Procurement Collaborative (VHEPC). As of May 2017, savings through VHEPC efforts has totaled $7.1 million.

Authority to implement competitive compensation practices to recruit and retain top-rated faculty and staff.

Realized savings as result of institutions issuing own debt, which also does not apply to the Commonwealth’s debt capacity limits.

Greater institutional accountability through institutional performance standards and six-year planning process.

Restructuring has provided institutions critical flexibility to manage operations in the changing higher education environment, in part a result of the severe economic downturn of the last decade, which, among other challenges, has resulted in continued disinvestment in higher education across the nation. Restructuring also advances the general principles of institutional autonomy and board decision-makings, which are hallmarks of Virginia’s system of higher education. The following restructuring-related policies could build upon these already established best practices. 1. Institutional reserve fund: Public higher education institutions currently have the authority to carry over unexpended appropriations from one year to the next, subject to provisions of the Appropriation Act. SCHEV recommends that the Commonwealth reinforce and encourage this practice and provide greater


assurances that the funds will be available for institutional use. By establishing an institutional reserve fund, an institution will be able to promote more efficient resource utilization, reduce sudden spikes in tuition, and foster more long-term planning, thereby increasing affordability for Virginia’s families. Such fund balances would be subject to the usual expectations of transparency. SCHEV recommends language changes to the Appropriation Act that would highlight this policy priority, including an authorization to establish reserve funds independent of the institutional performance standards process. 2. Enrollment of out-of-state students: Institutions with out-of-state undergraduate student enrollment that exceeds 25 percent of their total undergraduate enrollment are currently prevented from increasing this proportion. These out-of-state students are currently paying, on average, 163 percent of their cost of education through tuition. Under the umbrella of expanded restructuring and board governance, institutions with additional out-of-state enrollment capacity could generate additional tuition revenue that would not only benefit these selected institutions, but in future appropriation decisions could provide a source of general fund appropriations to be reallocated within the system. The Commonwealth should consider allowing increases in out-of-state undergraduate students, subject to board approval, beyond the current caps, provided that these institutions meet their approved enrollment projections for in-state undergraduate students. 3. Cost-share policy: Based on language contained in the Code of Virginia, the Virginia Higher Education Opportunity Act of 2011, state general fund appropriations are to be allocated “to the extent practicable” such that the percentage of cost of education for Virginia students to be funded from the state general fund is the same for each institutions. Because of general fund reductions and tuition increases, such a policy has not been “practicable.” As a result, the share of cost varies by institutions. To bring a policy focus to this situation, the Council should be authorized to establish a fund-sharing policy such that the percentage of the cost of education for Virginia students funded from the state general fund may vary by institution or institution type. Those variations could be based on factors such as enrollment demand and tuition revenue capacity. The net result would be to establish, by policy, more affordable options for Virginia students and parents. 4. Two-year budget: Virginia is said to be on a biennial budgeting system. Up until this century, institutions received their state appropriations for a two-year period, with necessary amendments made in the second year of that period. More recently, however, biennial budget exists in name only. A return to a two-year budget cycle could provide, at least minimally, for a more stable and predictable planning cycle for our public institutions. There is a clear and strong relationship between predictable state support and lower tuition increases. Affordable access to Virginia public higher education would be improved by returning to such a policy. 5. Level II certification requirement: Level II institutions (as defined by the Restructured Higher Education Financial and Administrative Operations Act of 2005) are required to adopt at least one education-related measure for each area of operational authority. These measures have been included in the institutional performance management system used for certification purposes. Since Level III


institutions do not have a similar requirement, these measures should be removed from consideration in the certification process. SCHEV will continue to monitor and report results for these measures. 6. Language updates, technical changes: In areas where state agency operating reforms have provided authorities that exceed those originally provided by restructuring, the state should ensure that restructured institutions, at a minimum, maintain the authority granted to all state agencies. In addition, institutions and state agencies should continue to seek administrative and operational streamlining of a more technical matter. SCHEV staff is working with institutions and state officials to identify such opportunities. 7. Restructuring-related financial benefits: Each public institution of higher education that is certified by the Council as having met the financial and administrative management and educational-related performance benchmarks is entitled to the financial benefits set forth in subsection C of § 23.1-1002. The financial benefits of interest earnings and credit card rebates, typically included as central appropriation items, have not been available to the institutions since FY2014 due to budget reductions. Since institutions must still participate in the certification process, the state should restore these financial benefits. 8. Reduce increase limit for mandatory non-E&G fee: Affordable access can also be dependent on costs not directly related to educational programs. Since FY 2003, increases in mandatory fees charged to Virginia undergraduate students for activities such as athletics, transportation and student life have been restricted to not more than five percent annually with a few exemptions. In the September Council meeting agenda materials, staff noted that these fees, capped at a five percent rate of increase at our four-year institutions between 2001 and 2018 would have yielded an average increase of $3,670. An annual increase rate of three percent would have yielded an increase of $2,646 – a difference of $1,024 and 28 percent. Reducing the capped rate of increase to three percent or less (between FY 1999 and FY 2002 these fee increases were capped at the Consumer Price Index rate of inflation), while retaining the same exemptions, could significantly improve affordability over time.


Va PlanGoals* Item GF NGF Total GF NGF Total GF NGF Total

(A) Educational and General ProgramsAll (A.1) Base Operations Funding

Cost of education $7.2 $7.4 $14.6 $14.4 $14.7 $29.1 $21.6 $22.1 $43.7Faculty recruitment and retention $27.7 $28.7 $56.4 $56.6 $58.5 $115.1 $84.3 $87.2 $171.5Operation and maintenance of new facilities $8.6 $8.6 $17.2 $17.2 $25.8 $25.8

1,3,4 Higher Education Equipment Trust Fund (debt service) $16.2 $16.2 $16.2 $16.2Subtotal $43.5 $36.1 $79.6 $104.4 $73.2 $177.6 $147.9 $109.3 $257.2

All (A.2) Virginia Plan Initiatives -- student success $6.5 $6.5 $13.0 $8.5 $8.5 $17.0 $15.0 $15.0 $30.0Total for Operating Budget $50.0 $42.6 $92.6 $112.9 $81.7 $194.6 $162.9 $124.3 $287.2% Increase over FY2018 E&G appropriations 3.5% 1.3% 2.0% 7.9% 2.6% 4.2%(B) Student Financial Aid

1.4 (B.1) Institution-based financial aidUndergraduate financial aid $16.2 $16.2 $29.3 $29.3 $45.5 $45.5Graduate financial aid $3.0 $3.0 $6.0 $6.0 $9.0 $9.0Subtotal $19.2 $19.2 $35.3 $35.3 $54.5 $54.5

1.4 (B.2) Systemic financial aid with the SCHEV BudgetTwo-year college transfer grant $0.3 $0.3 $0.8 $0.8 $1.1 $1.1New economy workforce credential grant $1.0 $1.0 $1.0 $1.0 $2.0 $2.0Tuition Assistance Grant (TAG) $1.4 $1.4 $6.6 $6.6 $8.0 $8.0Subtotal $2.7 $2.7 $8.4 $8.4 $11.1 $11.1Total for Financial Aid $21.9 $21.9 $43.7 $43.7 $65.6 $65.6% Increase over FY2018 financial aid appropriations 7.5% 7.5% 15.0% 15.0%Total $71.9 $42.6 $114.5 $156.6 $81.7 $238.3 $228.5 $124.3 $352.8

(C) Systemic Budget Items within the SCHEV Budget1,2,3 Restoration of Financial Benefits $4.0 $1.0 $5.0 $4.0 $1.0 $5.0 $8.0 $2.0 $10.0

3 Fund for Excellence and Innovation $0.3 $0.3 $0.3 $0.3 $0.6 $0.61,2,3 Virtual Library of Virginia (VIVA) $0.9 $0.9 $1.3 $1.3 $2.2 $2.2

4 Staffing for Virginia Research Investment $0.4 $0.4 $0.5 $0.5 $0.8 $0.8Subtotal $5.6 $1.0 $6.6 $6.0 $1.0 $7.0 $11.6 $2.0 $13.6

Grand Total $77.5 $43.6 $121.1 $162.6 $82.7 $245.3 $240.0 $126.3 $366.3

Summary of SCHEV Budget Recommendations for 2018-20 Biennium(in millions)

2018-19 2019-20 Biennial Total


*Virginia Plan for Higher Education

Goal 1: Provide Affordable Access for AllStrategies:

1.1 Expand outreach to PK-12 and traditionally underserved populations1.2 Improve the college readiness of all students1.3 Cultivate affordable postsecondary education pathways for traditional, non-traditional and returning students1.4 Align state appropriations, financial aid and tuition and fees such that students have broader access to postsecondary education

opportunities regardless of their ability to payGoal 2: Optimize Student Success for Work and LifeStrategies:

2.1 Strengthen curricular options to ensure that graduates are prepared with the competencies necessary for employment and civicengagement

2.2 Provide effective academic and student services infrastructures focused on persistence and completion2.3 Increase on-time completion of certificates and degrees2.4 Engage adults and veterans in certificate and degree completion and lifelong learning

Goal 3: Drive Change and Improvement through Innovation and InvestmentStrategies:

3.1 Identify and implement public funding strategies to sustain long-term planning and responsiveness3.2 Cultivate innovations that enrich quality, promote collaboration and improve efficiency3.3 Foster faculty excellence, scholarship and diversity3.4 Enhance higher education leadership, governance and accountability

Goal 4: Advance the Economic and Cultural Prosperity of the Commonwealth and its RegionsStrategies:

4.1 Build a competitive, future-ready workforce for all regions4.2 Become a catalyst for entrepreneurship and a model for business incubation4.3 Target funding, resources and partnerships to support research and development4.4 Expand participation and engagement in public service and institutional service to the community4.5 Demonstrate the impact of higher education on state and regional economic development


Summary of SCHEV Recommended Budget Items In Relation to the Virginia Plan Goals

Goal 1: Provided Affordable Access for All Base adequacy/cost of education Operation and maintenance of new facilities coming online Undergraduate student financial aid Two-year college transfer grant Tuition Assistance Grant New Economy Workforce Credential Grant

Goal 2: Optimize Student Success for Work and Life Student access, success and talent development Virtual Library of Virginia Higher Education Equipment Trust Fund replacement allocation

Goal 3: Drive Change and Innovation through Improvement and Investment Faculty recruitment and retention Fund for excellence and innovation Restoration of financial benefits Policy considerations in support of more sustainable and efficient funding

Goal 4: Advance the Economic and Cultural Prosperity of the Commonwealth and its Regions Virginia Research and Investment Fund Staffing for Virginia research investment Graduate financial aid Higher Education Equipment Trust Fund research competitive allocation


Calculated Available % Funding Funding GFInst Need1,2 Resources3,4,5 to Guide Shortfall Share GF NGF Total GF NGF TotalCNU $70,839,754 $76,678,023 >100% 60% $0 $0 $0 $0 $0 $0CWM $170,585,322 $208,094,878 >100% 40% $0 $0 $0 $0 $0 $0GMU $492,343,219 $533,889,394 >100% 50% $0 $0 $0 $0 $0 $0JMU $291,753,302 $310,091,848 >100% 49% $0 $0 $0 $0 $0 $0LU $68,536,460 $73,099,295 >100% 62% $0 $0 $0 $0 $0 $0NSU $65,473,968 $77,176,800 >100% 55% $0 $0 $0 $0 $0 $0ODU $310,589,901 $292,675,108 94% ($17,914,793) 56% $5,034,057 $3,923,340 $8,957,396 $10,068,114 $7,846,679 $17,914,793RU $125,246,594 $127,840,301 >100% 62% $0 $0 $0 $0 $0 $0UMW $64,348,032 $76,735,742 >100% 60% $0 $0 $0 $0 $0 $0UVA $553,416,956 $646,902,017 >100% 35% $0 $0 $0 $0 $0 $0UVAW $25,498,133 $26,553,073 >100% 60% $0 $0 $0 $0 $0 $0VCU $585,623,479 $606,371,407 >100% 49% $0 $0 $0 $0 $0 $0VMI6 $32,848,527 $31,509,961 96% ($1,338,566) 40% $269,721 $399,562 $669,283 $539,442 $799,124 $1,338,566VSU $60,642,870 $65,007,055 >100% 48% $0 $0 $0 $0 $0 $0VT $685,916,591 $721,571,468 >100% 39% $0 $0 $0 $0 $0 $0RBC $12,806,803 $12,176,983 95% ($629,820) 65% $203,747 $111,163 $314,910 $407,493 $222,326 $629,820VCCS $814,634,142 $920,170,135 >100% 63% $0 $0 $0 $0 $0 $0Total $4,431,104,055 $4,806,543,488 108% ($19,883,179) 50% $5,507,525 $4,434,065 $9,941,589 $11,015,049 $8,868,130 $19,883,179

EVMS $82,216,526 $72,979,890 89% ($9,236,636) 36% $1,684,573 $2,933,745 $4,618,318 $3,369,145 $5,867,491 $9,236,636

Grand Total $4,513,320,581 $4,879,523,378 ($29,119,815) $7,192,097 $7,367,810 $14,559,907 $14,384,195 $14,735,620 $29,119,815Notes:(1) Based on actual FY17 student FTE and FY15-FY17 3-year average discipline credit hours.(2) The blended salary is from 2018-20 Activity-Based Budget (ABB)(3) Available resources are from 2018-20 ABB and preliminary NGF increases submitted through decision package.(4) GF adjustments are OCR funding at NSU and VSU, and VCCS central off ice (FY18 adjustment).(5) NGF includes required funding for programs 101-40, 102 and 103 made in October 2009.(6) Available resources are adjusted for "uniquely military" mission.

Calculation of the Cost of Education in the 2018-20 Biennium

Phase Full Funding over Two Years2018-19 2019-20


Est. FY2018 Annual Req Tuit IncrRanking Salary if no add'l GF

Inst to Peers Increase in FY2019 GF NGF Total GF NGF Total GF NGF TotalCNU 34% 4.0% 2.2% $593,675 $390,861 $984,536 $1,211,097 $797,356 $2,008,453 $1,804,772 $1,188,216 $2,992,989CWM 25% 4.0% 1.9% $1,151,310 $1,748,715 $2,900,025 $2,348,673 $3,567,379 $5,916,052 $3,499,983 $5,316,095 $8,816,077GMU 4% 5.0% 2.4% $4,743,189 $4,724,254 $9,467,444 $9,723,538 $9,684,722 $19,408,260 $14,466,727 $14,408,976 $28,875,703JMU 36% 4.0% 1.8% $1,987,269 $2,085,004 $4,072,273 $4,054,029 $4,253,408 $8,307,437 $6,041,298 $6,338,411 $12,379,710LU 42% 3.0% 1.5% $375,533 $229,190 $604,724 $762,333 $465,256 $1,227,589 $1,137,866 $694,446 $1,832,312NSU 55% 3.0% 1.9% $380,920 $310,405 $691,325 $773,267 $630,122 $1,403,389 $1,154,187 $940,527 $2,094,714ODU 24% 4.0% 2.3% $2,011,117 $1,567,383 $3,578,500 $4,102,679 $3,197,462 $7,300,140 $6,113,796 $4,764,845 $10,878,641RU 25% 4.0% 2.2% $1,031,345 $640,203 $1,671,547 $2,103,943 $1,306,013 $3,409,956 $3,135,287 $1,946,216 $5,081,503UMW 29% 4.0% 2.5% $601,003 $400,668 $1,001,671 $1,226,045 $817,364 $2,043,409 $1,827,048 $1,218,032 $3,045,080UVA 40% 3.0% 1.3% $2,304,277 $4,241,965 $6,546,242 $4,677,683 $8,611,188 $13,288,871 $6,981,960 $12,853,153 $19,835,113UVAW 75% 2.0% 2.1% $115,100 $75,463 $190,563 $232,502 $152,435 $384,937 $347,602 $227,898 $575,500VCU 29% 4.0% 1.9% $3,794,402 $3,886,574 $7,680,976 $7,740,580 $7,928,610 $15,669,190 $11,534,982 $11,815,184 $23,350,166VMI 28% 4.0% 1.2% $138,196 $204,721 $342,917 $281,919 $417,632 $699,550 $420,114 $622,353 $1,042,467VSU 33% 4.0% 3.0% $467,644 $502,572 $970,216 $953,994 $1,025,246 $1,979,240 $1,421,638 $1,527,818 $2,949,456VT 27% 4.0% 1.7% $3,483,478 $5,564,517 $9,047,995 $7,106,296 $11,351,615 $18,457,910 $10,589,774 $16,916,132 $27,505,906RBC 68% 2.0% 1.2% $38,705 $21,117 $59,822 $78,184 $42,657 $120,841 $116,889 $63,774 $180,664VCCS 47% 3.0% 1.1% $3,434,347 $2,025,664 $5,460,010 $6,971,723 $4,112,098 $11,083,821 $10,406,070 $6,137,761 $16,543,831VIMS 4.0% $243,654 $12,824 $256,478 $497,054 $26,161 $523,214 $740,708 $38,985 $779,692VSU-E 4.0% $21,560 $1,135 $22,695 $43,982 $2,315 $46,297 $65,542 $3,450 $68,992VT-E 4.0% $842,762 $44,356 $887,118 $1,719,234 $90,486 $1,809,720 $2,561,996 $134,842 $2,696,838Total $27,759,485 $28,677,591 $56,437,076 $56,608,755 $58,479,523 $115,088,278 $84,368,240 $87,157,114 $171,525,3544-yr Avg 34%Avg Incr 3.6% 1.9%Notes:(1) Faculty base salary came from 2018-20 activity-based budget.(2) General fund share is derived from FY2017 base adequacy calculation.

2018-19 2019-20 Biennial TotalEstimated Incremental Funding

Recommended Salary Increase for Teaching and Research Faculty in 2018-2020 BienniumEffective July 1


GF ShareCNU Trible Library, Phase II 100% 0% 12 12 60.9% $464,235 $298,056 $464,235 $298,056

Total $464,235 $298,056 $464,235 $298,056

CWM West Plant 49% 0% 6 12 38.4% $76,349 $329,418 $155,752 $672,014Total $76,349 $329,418 $155,752 $672,014

GMU Potomac Science Center 60% 40% 12 12 50.6% $182,160 $267,840 $182,160 $267,840GMU Mason Ferry Garage (Potomac Sci Ctr Parking Deck) 0% 0% 12 12 50.6% $0 $0 $0 $0GMU Academic VII/Peterson Family Health Sciences Hall 80% 20% 12 12 50.6% $387,090 $462,910 $387,090 $462,910GMU Hylton Performing Arts Center Addition 60% 0% 6 12 50.6% $157,872 $362,128 $157,872 $362,128

Total $727,122 $1,092,878 $727,122 $1,092,878

JMU College of Business Expansion and Refurbishment 100% 0% 0 3 48.3% $0 $0 $136,104 $145,684Total $0 $0 $136,104 $145,684

LU Brock Hall 100% 0% 7 12 63.1% $193,442 $113,122 $201,952 $118,099LU New Heating Plant 100% 0% 3 12 63.1% $296,044 $173,123 $355,253 $207,747LU Admissions Building 100% 0% 1 12 63.1% $104,746 $61,254 $178,573 $104,427LU New Academic Building 100% 0% 0 8 63.1% $0 $0 $353,991 $207,009

Total $594,232 $347,499 $1,089,769 $637,282

NSU No Request 0% 0% 0 0 56.6% $0 $0 $0 $0Total $0 $0 $0 $0

ODU New Education Bldg: Child Study Center 100% 0% 12 12 56.1% $72,871 $57,023 $75,196 $58,844Total $72,871 $57,023 $75,196 $58,844

RBC No Request 0% 0% 0 0 65.1% $0 $0 $0 $0Total $0 $0 $0 $0

RU No Request 0% 0% 0 0 62.2% $0 $0 $0 $0Total $0 $0 $0 $0

UMW Jepson Science Center 100% 0% 4 12 59.0% $49,167 $34,167 $147,501 $102,501UMW Seacobeck Hall 100% 0% 0 11 59.0% $0 $0 $152,515 $105,985

Total $49,167 $34,167 $300,016 $208,486

UVA Old Ivy Road Office Building 100% 0% 7 12 36.4% $340,105 $594,249 $583,037 $1,018,713UVA Cochran House 100% 0% 12 12 36.4% $7,129 $12,456 $7,129 $12,456UVA Center for Human Therapeutics 100% 0% 6 12 36.4% $33,670 $58,830 $67,340 $117,660UVA Ivy Stacks Expansion 100% 0% 12 12 36.4% $101,386 $177,147 $101,386 $177,147UVA Gilmer Chemistry 66% 34% 0 10 36.4% $0 $0 $45,318 $104,682

Total $482,290 $842,682 $804,210 $1,430,658

UVA-W No Request 62.7% $0 $0 $0 $0Total $0 $0 $0 $0

FY 19 Months

FY 20 Months

SCHEV GF Recommendation

FY2019

SCHEV NGF Recommendation

FY2019


FY2020


FY2020

SCHEV Survey of Operation and Maintenance Costs for New E&G and Research Facilities Coming On-Line 2018-2020

Institution Building Name

Building E&G

Percent

Building Research Percent


GF ShareVCCS SSVCC( Christianna) - Student Support and Learning Ctr. 100% 0% 0 12 61.3% $0 $0 $475,405 $300,134VCCS BRCC-Bio Science Bldg. 100% 0% 2 12 61.3% $64,192 $40,526 $385,155 $243,156VCCS LFCC (Fauquier) Science Building. 100% 0% 0 12 61.3% $0 $0 $386,617 $244,080VCCS JTCC-Renovate/Expand Bird-Nicholas Hall 100% 0% 0 12 61.3% $0 $0 $194,511 $122,799VCCS Armory Building Conveyance from Va. National Guard 100% 0% 9 12 61.3% $239,249 $151,043 $318,999 $201,391VCCS Replace Anderson Hall 100% 0% 3 12 61.3% $29,791 $18,808 $119,163 $75,230

Total $333,232 $210,377 $1,879,850 $1,186,790

VCU Allied Health Professions 100% 0% 0 11 48.7% $0 $0 $431,760 $454,811VCU Engineering Expansion 0% 100% 0 2 48.7% $0 $0 $65,886 $204,692

Total $0 $0 $497,646 $659,503

VMI Post Infrastructure Improvements 90% 0% 0 0 39.1% $0 $0 $0 $0VMI Renovate Preston Library 100% 0% 2 12 39.1% $673 $1,047 $4,145 $6,455VMI Renovate Scott Shipp Hall (no O&M costs reported) 100% 0% 0 0 39.1% $0 $0 $0 $0

Total $673 $1,047 $4,145 $6,455

VSU MT Carter Addition 0% 100% 2 12 49.2% $3,129 $9,591 $18,776 $57,548VSU Lockett Hall 100% 0% 12 12 49.2% $64,374 $66,467 $64,374 $66,467

Total $67,503 $76,059 $83,150 $124,016

VT Renew/Renovate Academic Buildings 100% 0% 12 12 40.0% $106,321 $159,481 $109,472 $164,207VT Instructional Laboratory Renovations 100% 0% 10 12 40.0% $31,417 $47,125 $32,348 $48,522VT VTC Health Sciences & Technology Building 0% 100% 3 12 40.0% $100,428 $401,712 $413,670 $1,654,678

Total $238,166 $608,318 $555,489 $1,867,408

VT-Ext. Improve Kentland Facilities 100% 0% 6 12 95.0% $244,311 $12,858 $377,379 $19,862VT-Ext. Livestock Production & Poultry Research Facility 100% 0% 0 4 95.0% $537,790 $28,305 $830,706 $43,721VT-Ext. Eastern Shore AREC Storage Facility 100% 0% 12 12 95.0% $23,121 $1,217 $23,807 $1,253

Total $805,222 $42,380 $1,231,892 $64,836

VIMS Consolidated Scientific Research Facility 85% 15% 12 12 95.0% $440,128 $60,729 $450,817 $62,204VIMS Facilities Management Building 100% 0% 12 12 95.0% $41,325 $2,175 $43,225 $2,275VIMS Research Vessel 70% 30% 12 12 95.0% $143,977 $34,323 $145,996 $34,804

Total $625,430 $97,227 $640,038 $99,283Grand Total $4,536,492 $4,037,131 $8,644,614 $8,552,192Please note: Both FY 2019 and FY 2020 are stated in dollars incremental to the base.

FY 19 Months

FY 20 Months


FY2019


FY2019


FY2020


FY2020

SCHEV Survey of Operation and Maintenance Costs for New E&G and Research Facilities Coming On-Line 2018-2020 (cont.)

Institution Building Name

Building E&G

Percent

Building Research Percent


2018-19

Traditional HEETF Guidelines Traditional HEETF Guidelines

9-Year 9-YearCycle, Cycle,Annual Annual

Replacement Research Grand Replacement Research Grand Institutions Need Microcomputers Total Initiative (1) Total Institutions Need Microcomputers Total Initiative (1) Total

GMU $3,682,106 $1,250,865 $4,932,971 $806,683 $5,739,653 GMU $3,682,106 $1,250,865 $4,932,971 $806,683 $5,739,653

ODU $4,277,881 $852,840 $5,130,721 $467,276 $5,597,997 ODU $4,277,881 $852,840 $5,130,721 $467,276 $5,597,997

UVA $13,874,021 $1,055,295 $14,929,316 $6,930,293 $21,859,609 UVA $13,874,021 $1,055,295 $14,929,316 $6,930,293 $21,859,609

VCU $7,798,937 $1,224,855 $9,023,792 $3,708,748 $12,732,540 VCU $7,798,937 $1,224,855 $9,023,792 $3,708,748 $12,732,540

VT $11,370,899 $1,481,985 $12,852,884 $7,634,317 $20,487,200 VT $11,370,899 $1,481,985 $12,852,884 $7,634,317 $20,487,200

W&M $1,601,289 $370,755 $1,972,044 $659,757 $2,631,801 W&M $1,601,289 $370,755 $1,972,044 $659,757 $2,631,801

W&M-VIMS $291,605 $3,240 $294,845 $694,619 $989,464 W&M-VIMS $291,605 $3,240 $294,845 $694,619 $989,464

CNU $609,513 $222,120 $831,633 $0 $831,633 CNU $609,513 $222,120 $831,633 $0 $831,633

UVA-Wise $180,510 $71,055 $251,565 $0 $251,565 UVA-Wise $180,510 $71,055 $251,565 $0 $251,565

JMU $1,601,288 $908,865 $2,510,153 $0 $2,510,153 JMU $1,601,288 $908,865 $2,510,153 $0 $2,510,153

LU $572,803 $205,380 $778,183 $0 $778,183 LU $572,803 $205,380 $778,183 $0 $778,183

UMW $494,768 $188,460 $683,228 $0 $683,228 UMW $494,768 $188,460 $683,228 $0 $683,228

NSU $1,193,001 $210,780 $1,403,781 $0 $1,403,781 NSU $1,193,001 $210,780 $1,403,781 $0 $1,403,781

RU $1,628,658 $404,820 $2,033,478 $0 $2,033,478 RU $1,628,658 $404,820 $2,033,478 $0 $2,033,478

VMI $1,097,866 $84,195 $1,182,061 $0 $1,182,061 VMI $1,097,866 $84,195 $1,182,061 $0 $1,182,061

VSU $1,239,658 $195,300 $1,434,958 $0 $1,434,958 VSU $1,239,658 $195,300 $1,434,958 $0 $1,434,958

RBC $119,480 $57,780 $177,260 $0 $177,260 RBC $119,480 $57,780 $177,260 $0 $177,260

VCCS(2) $10,816,233 $4,423,590 $15,239,823 $5,000,000 $20,239,823 VCCS(2) $10,816,233 $4,423,590 $15,239,823 $5,000,000 $20,239,823

SWVHEC $105,297 $0 $105,297 $0 $105,297 SWVHEC $105,297 $0 $105,297 $0 $105,297

RHEA $63,321 $0 $63,321 $0 $63,321 RHEA $63,321 $0 $63,321 $0 $63,321

IALR $237,941 $0 $237,941 $0 $237,941 IALR $237,941 $0 $237,941 $0 $237,941

SVHEC $208,601 $0 $208,601 $0 $208,601 SVHEC $208,601 $0 $208,601 $0 $208,601

NCI $59,672 $0 $59,672 $0 $59,672 NCI $59,672 $0 $59,672 $0 $59,672

EVMS $1,444,637 $0 $1,444,637 $0 $1,444,637 $1,444,637 $0 $1,444,637 $0 $1,444,637

TOTAL $64,569,984 $13,212,180 $77,782,164 $25,901,692 $103,683,857 TOTAL $64,569,984 $13,212,180 $77,782,164 $25,901,692 $103,683,857

(1) Additional funding provided for original Commonwealth Research Initiative (CRI) institutions.(2) Includes $5 miillion additional recommendation to support Workforce development.

2018-20 Higher Education Equipment Trust Fund Recommended Allocation

2019-20


GMU 3,947,024$ 474,407$ 4,421,431$ ODU 5,016,192$ 329,078$ 5,345,270$ UVA 10,458,476$ 5,189,341$ 15,647,817$ VCU 6,853,430$ 2,995,552$ 9,848,982$ VT 10,331,639$ 5,240,458$ 15,572,097$ W&M 2,300,493$ 595,857$ 2,896,350$ W&M-VIMS 362,100$ 175,307$ 537,407$ CNU 754,464$ -$ 754,464$ UVA-Wise 250,681$ -$ 250,681$ JMU 2,309,646$ -$ 2,309,646$ LU 743,433$ -$ 743,433$ UMW 655,746$ -$ 655,746$ NSU 1,200,108$ -$ 1,200,108$ RU 1,744,993$ -$ 1,744,993$ VMI 886,084$ -$ 886,084$ VSU 1,342,189$ -$ 1,342,189$ RBC 160,149$ -$ 160,149$ VCCS 17,596,542$ -$ 17,596,542$ SWVHEC 80,111$ -$ 80,111$ RHEA 77,623$ -$ 77,623$ IALR 274,172$ -$ 274,172$ SVHEC 95,790$ -$ 95,790$ New College 34,486$ -$ 34,486$ EVMS 524,429$ -$ 524,429$ TOTAL 68,000,000$ 15,000,000$ 83,000,000$

2017-18 HEETF Allocation

Traditional Allocation

Research Allocation

Total AllocationInstitution


GMU $773,728 $124,576 $898,304ODU $804,745 $72,161 $876,906UVA $2,341,638 $1,070,246 $3,411,883VCU $1,415,366 $572,742 $1,988,109VT $2,015,953 $1,178,968 $3,194,921

W&M $309,312 $101,886 $411,198W&M-VIMS $46,246 $107,270 $153,516

CNU $130,440 $0 $130,440UVA-Wise $39,458 $0 $39,458

JMU $393,713 $0 $393,713LU $122,057 $0 $122,057

UMW $107,163 $0 $107,163NSU $220,181 $0 $220,181RU $318,948 $0 $318,948VMI $185,404 $0 $185,404VSU $225,071 $0 $225,071RBC $27,803 $0 $27,803VCCS $2,390,340 $772,150 $3,162,491

SWVHEC $16,516 $0 $16,516RHEA $9,932 $0 $9,932IALR $37,321 $0 $37,321

SVHEC $32,719 $0 $32,719NCI $9,359 $0 $9,359

EVMS $226,589 $0 $226,589TOTAL $12,200,000 $4,000,000 $16,200,000

(1) Assumes a 7year period of debt service with the first payment made inthe second year of the biennium. Estimated payments are based on theinstitutions' share of the recommended total allocation for 2019-20.(2) Additional funding provided for original Commonwealth Research Initiative (CRI) institutions.

2018-20 Higher Education Equipment Trust FundEstimated Debt Service Payments(1)

HEETF Estimated Debt

ServiceInstitutions

Research Initiative Debt Service(2)

Total Equipment Debt Service


Virginia Student Financial Assistance Program Funding Recommendation

for 2018-2020 Biennium

Note: This recommendation brings all four-year institutions to at least 35 percent of need met and 25 percent for two-year colleges, with each institution receiving a minimum 3 percent increase, for FY19 and then maintaining the resulting percent of need for FY20.


Funding Recommendation for Graduate Financial Aid for 2018-2020 Biennium

Institutions

Fall 2016 (# FT

Unique)

Projected FY19 Tuition

Charge

Fall 2016 (# FT

Unique)


Charge FY18

Funding

Funding as Percent of

Doc. Tuition Total FY19

Funding College of William & Mary 15,645 842 13,173,090 300 4,693,500 925,924 19.7% 119,000 1,044,924 George Mason University 15,204 2,630 39,986,520 1,070 16,268,280 2,753,941 16.9% 356,000 3,109,941 James Madison University 11,976 909 10,886,184 103 1,233,528 915,971 74.3% 46,000 961,971 Norfolk State University 12,134 410 4,974,940 30 364,020 519,279 142.7% 26,000 545,279 Old Dominion University 12,570 974 12,243,180 599 7,529,430 2,710,695 36.0% 350,000 3,060,695 Radford University 11,903 437 5,201,611 100 1,190,300 918,747 77.2% 46,000 964,747 University of Virginia 19,837 2,613 51,834,081 1,953 38,741,661 5,327,945 13.8% 689,000 6,016,945 Va. Institute of Marine Sciences 14,564 - - 92 1,339,842 321,002 24.0% 250,000 571,002 Virginia Commonwealth University 14,191 2,173 30,837,043 1,059 15,028,269 3,424,984 22.8% 443,000 3,867,984 Virginia State University 11,553 53 612,309 38 439,014 359,059 81.8% 20,000 379,059 Virginia Tech 15,509 2,132 33,065,188 2,458 38,121,122 5,077,625 13.3% 655,000 5,732,625 Totals 13,519 206,671,231 7,802 124,948,966 23,312,132 18.7% 3,000,000 26,312,132

Est. 18/19 Tuition &

Mand. Fees

Master's Programs Doctoral Programs

New Allocation

2018-19 Virginia Graduate Commonwealth Award Recommended Funding Increase

Institutions

Fall 2016 (# FT

Unique)


Charge

Fall 2016 (# FT

Unique)


Charge FY18

Funding

Funding as Percent of

Doc. Tuition Total FY20

Funding College of William & Mary 16,316 842 13,738,072 300 4,894,800 925,924 18.9% 244,000 1,169,924 George Mason University 15,965 2,630 41,987,950 1,070 17,082,550 2,753,941 16.1% 729,000 3,482,941 James Madison University 12,648 909 11,497,032 103 1,302,744 915,971 70.3% 92,000 1,007,971 Norfolk State University 12,740 410 5,223,400 30 382,200 519,279 135.9% 52,000 571,279 Old Dominion University 12,947 974 12,610,378 599 7,755,253 2,710,695 35.0% 717,000 3,427,695 Radford University 12,260 437 5,357,620 100 1,226,000 918,747 74.9% 92,000 1,010,747 University of Virginia 20,508 2,613 53,587,404 1,953 40,052,124 5,327,945 13.3% 1,411,000 6,738,945 Va. Institute of Marine Sciences 15,292 - - 92 1,406,834 321,002 22.8% 375,000 696,002 Virginia Commonwealth University 14,772 2,173 32,099,556 1,059 15,643,548 3,424,984 21.9% 907,000 4,331,984 Virginia State University 11,899 53 630,647 38 452,162 359,059 79.4% 36,000 395,059 Virginia Tech 15,959 2,132 34,024,588 2,458 39,227,222 5,077,625 12.9% 1,345,000 6,422,625

13,519 214,788,527 7,802 129,425,437 23,312,132 18.0% 6,000,000 29,312,132

Est. 19/20 Tuition &

Mand. Fees

Master's Programs Doctoral Programs

New Allocation

2019-20 Virginia Graduate Commonwealth Award Recommended Funding Increase


Virginia Tuition Assistance Grant Program

Incremental Cost of Increasing the Maximum Annual TAG Award FY2018 Base Appropriation = $65,812,665



Agenda Item

Item: Resources and Planning Committee #C3.a – Action on 2018-20 Systemwide Capital Outlay Budget: Maintenance Reserve

Date of Meeting: October 30, 2017 Presenter: Dan Hix, Finance Policy Director [email protected]



Date: September 18, 2017 Action: The Council reviewed and discussed preliminary calculation of the

funding need for this program in the 2018-20 biennium.

Background Information/Summary of Major Elements: In 1982, following the Council’s recommendations, the Commonwealth established the maintenance reserve program to provide funding for facility repairs that are not addressed in the institutions’ operating budget and are usually too small to qualify for capital outlay funding. Examples of typical maintenance reserve projects are roof repair and replacement, boiler and chiller replacement, major electrical system upgrades, etc. In order to make meaningful budget recommendations, in 1999 SCHEV staff developed a ten-year maintenance reserve funding formula using institutions’ detailed information of the condition of their buildings and infrastructure assets such as the current replacement value and the deficiencies. The goal was to allow each institution to achieve a campus-wide Facility Condition Index (FCI) of “Good” over a ten-year period through a series of scheduled funding. The “Good” condition represents the dollar value of deficiencies is 5% or less of the current replacement value.

The Commonwealth has provided about $75 million per year for the maintenance reserve program in the past ten years. For FY2018, the program provides a total of $104.4 million statewide, including $63.2 million (61%) for higher education. However, the program funding has fallen far short of Council’s recommendations. The cumulative shortfall grew to over $501 million by 2011. While funding for deferred maintenance has lagged, the Commonwealth has provided two significant capital initiatives for new construction and major renovations at the public institutions through bond proceeds over the past ten years. This has helped improve the institutions’ overall facility conditions. The Commonwealth changed the funding source for the program from the general fund to bond proceeds in FY2009. Recognizing the Commonwealth’s priority for new construction, but seeing the need for addressing an appropriate amount of deferred maintenance, SCHEV staff changed



the 10-year maintenance reserve funding methodology and started applying an annual capital renewal and reinvestment budget methodology commonly used in facility management for the SCHEV maintenance reserve recommendations in 2013. The purpose of the capital reinvestment is to keep a facility in reliable operating condition for its present value and prevent further accumulation of deferred maintenance. The National Association of College and University Business Officers (NACUBO) recommends an annual capital reinvestment rate of between 1.5% and 3.5% of the present replacement value. The annual capital reinvestment rates set by the U.S. Government Accountability Office (GAO) vary from 1% for the U.S. Air Force to 4% for NASA. The Commonwealth’s Division of Risk Management collects building values for insurance purposes in the Virginia Agency Property System (VAPS) database. As the maintenance reserve program provides funding only for facilities used for Educational and General Programs (E&G), SCHEV staff recently asked institutions to identify each facility’s percentage use of E&G programs in the VAPS database. The following table shows the current total E&G facility replacement value at each institution. SCHEV staff proposes to use a 1% annual reinvestment rate to derive the funding need for the maintenance reserve program in 2018-20 biennium. The estimated funding need is $121,521,931per year for a total of $243,043,863 for the 2018-20 biennium. Materials Provided: SCHEV 2018-20 Maintenance Reserve Funding Recommendation Financial Impact: See attached table.

Timetable for Further Review/Action: None.

Resolution: BE IT RESOLVED that the State Council of Higher Education for Virginia recommends the appropriation of $121,521,931 annually from the general fund to the Maintenance Reserve Program for higher education institutions in the 2018-20 Biennium.


SCHEV Funding Recommendation for the Maintenance Reserve Program

In 2018-20 Biennium

E&G Building AnnualInstitution Replacement Value (1) Funding Need (2)

Christopher Newport University 272,122,384$ 2,721,224$ College of William and Mary 668,626,423$ 6,686,264$ George Mason University 947,680,543$ 9,476,805$ James Madison University 793,108,266$ 7,931,083$ Longwood University 235,425,693$ 2,354,257$ Norfolk State University 228,812,895$ 2,288,129$ Old Dominion University 527,618,959$ 5,276,190$ Radford University 341,639,878$ 3,416,399$ University of Mary Washington 186,941,776$ 1,869,418$ University of Virginia 1,990,662,407$ 19,906,624$ University of Virginia at Wise 177,073,119$ 1,770,731$ Virginia Commonwealth University 1,410,554,362$ 14,105,544$ Virginia Military Institute 453,921,020$ 4,539,210$ Virginia State University 333,517,396$ 3,335,174$ Virginia Tech(3) 1,603,576,448$ 16,035,764$ Richard Bland College 57,088,057$ 570,881$ Virginia Community College Sys. 1,923,823,506$ 19,238,235$ TOTAL 12,152,193,129$ 121,521,931$

Notes:(1) Data sources are Virginia Agency Property System (VAPS) building value and SCHEV

survey of Education and General facil ities, excluding infrastructure, with updated reports from institutions.(2) Calculation is derived by 1% reinvestment rate.(3) Replacement value contains E&G buildings on main campus only.



Agenda Item

Item: Resources and Planning Committee #C3.b – Action on 2018-20 Systemwide Capital Outlay Budget: New Capital Outlay

Date of Meeting: October 30, 2017

Presenter: Dan Hix, Finance Policy Director [email protected]



Date: September 18, 2017 Action: Staff presented preliminary prioritization of institutions’ capital outlay

project requests to the council for discussion purposes.

Background Information/Summary of Major Elements:

The State Council of Higher Education (SCHEV), under authority of the Code of Virginia, evaluates the need among the Commonwealth’s public institutions of higher education for new academic and administrative space under its Fixed Asset Guidelines. These guidelines also address the prioritization of requests for major renovations and capital improvements. Having developed a comprehensive data collection system which captures essential information related to the level and discipline of instructional activity, the size and condition of existing facilities and the productivity with which these facilities are used, SCHEV produces empirically based recommendations for the equitable distribution of financial resources among the colleges to support their primary missions of instruction, research and public service. The Council’s capital outlay recommendations have long been regarded as an important source of impartial and objective analysis in the development of the Commonwealth’s long-range fixed asset planning for higher education.

The General Assembly has provided funding for higher education capital outlay projects through general obligation bonds twice this century along with other significant capital initiatives over the years. As a result, the need for additional space has been greatly reduced. Based on 2016 actual enrollments and projected 2022 enrollments, only GMU and NVCC are in need of space for E&G programs. The 2016 space utilization report – a measure of physical productivity at institutions - showed that less than half of the institutions met their classrooms and class labs utilization standards at their campuses. However, all six doctoral institutions demonstrated research space need for a total of 1.3 million square feet in 2022.



Higher education institutions requested a total of 169 capital outlay projects for 2018-2024. The requests included projects for new construction, renovation, infrastructure improvements, and land acquisition. Based on the Council’s Fixed Assets Guidelines, staff reviewed 141 capital outlay project requests that have a general fund component in 2018-2024. Of guideline-approved projects, eight facilities are used for research or have a combined use for educational and general programs and research with a total funding request of $639 million, accounting for 14% of total requested project costs. Of the 141 capital outlay project requests SCHEV staff reviewed, 14 projects were either authorized for detailed planning by the General Assembly in previous sessions or for equipment funding of authorized construction. Staff listed these projects for funding information only. For the rest of the reviewed project requests, staff made assessments and assigned priorities based on a combination of the SCHEV Fixed Assets Guidelines and programmatic reviews from site visits and discussions with institutional experts in the following groups: Priority 1 -- These are projects that meet the Council’s Fixed Asset Guidelines or are considered critical to supporting the capital outlay needs of Virginia’s system of higher education. Also included in this group are projects that address ADA, security issues and infrastructure improvements for energy efficiency and mechanical, electrical and plumbing (MEP) systems. Priority Group 1.B – These are projects that address critical state wide capital outlay needs and have compelling programmatic justifications but do not meet the space need and productivity criteria under the Council’s Fixed Asset Guidelines. Priority 2 – These are projects that do not meet the space and productivity criteria in the Council’s Fixed Asset Guidelines but have some compelling programmatic justification. Priority 3 – These are projects that do not meet the space and productivity criteria in the Council’s Fixed Asset Guidelines and have less immediate space and programmatic need. Priority 4 – These are non-guideline requests. No assessment is made. Definition of 9(c) and 9(d) Debt Article X, Section 9 of the Constitution of Virginia outlines the Constitutional provisions for State debt. State debt can be divided into two broad categories according to restrictions in the Constitution:

- General Obligation Debt – Debt issued by the Commonwealth and supported by the full faith and credit of the State (Section 9(a), 9(b) and 9(c) debt): and


- Non-General Obligation Debt – Debt issued by Commonwealth agencies, institutions and authorities not supported by the full faith and credit of the State (Section 9(d) debt).

Section 9(c) Debt is long-term debt for revenue-producing capital projects. This debt is issued as “double-barrelled” bonds which are backed by both the net revenues of the projects and the full faith and credit of the Commonwealth. Net revenues derived from the projects are pledged and expected to provide for the payment of debt service. Issuance of 9(c) debt requires a two-thirds vote of each house of the General Assembly and certifications by the Governor that net revenues from the projects will be sufficient to meet both principal and interest payments on the debt. Section 9(c) bonds are issued through the Treasury Board. These bonds have largely replaced auxiliary enterprise debt issued directly by higher education institutions and backed by such projects as dorm revenues and the Department of the Transportation toll road bonds backed by toll revenues. Section 9(d) Debt is considered to be non-general obligation debt of the Commonwealth because it is not backed by the full faith and credit of the Commonwealth. The issuance of Section 9(d) bonds is authorized by general law. Such debt is repaid from a number of sources, including, appropriations of general and non-general fund revenues by the General Assembly, revenues of self-supporting enterprise systems, or payments from local governments. Materials Provided: SCHEV’s Higher Education Capital Outlay Assessments for 2018-2024 Financial Impact: The attachment shows SCHEV assessments and priority by institution and project.

SCHEV Capital Outlay Assessments For Project Requests with a General Fund Component in 2018-2024

Table 1: Total Requested Funding by Fund and Priority Group

Priority Group General Fund Nongernal Funds 9(C ) Debt VCBA/ 9(D ) Debt Total Requested Funding Total Projects

SCHEV Priority Group 1 $862,952,400 $500,000 $0 $84,676,000 $948,128,400 26SCHEV Priority Group 1.b $295,835,400 $14,658,600 $0 $0 $310,494,000 8Included in Resolution $1,158,787,800 $15,158,600 $0 $84,676,000 $1,258,622,400 34Projects in Appropriation Acts $191,861,519 $0 $0 $47,697,738 $323,059,988 14SCHEV Priority Group 2 $1,588,771,408 $33,603,680 $5,858,700 $58,001,011 $2,069,808,419 73SCHEV Priority Group 3 $739,792,050 $0 $45,440,000 $0 $785,232,050 19SCHEV Priority Group4 $0 $3,000,000 $0 $0 $3,000,000 1Not Included in Resolution $2,520,424,977 $36,603,680 $51,298,700 $105,698,749 $3,181,100,457 107Total Requests $3,679,212,777 $51,762,280 $51,298,700 $190,374,749 $4,439,722,857 141


Table 2: Total Requested Funding by Fund and Institution

Table 3: Total General Fund Requests by Institution and Priority Group

Timetable for Further Review/Action: None.

Institution General Fund Nongernal Funds 9(C ) Debt VCBA/ 9(D ) Debt

Total Requested

FundingTotal Projects

CNU 43,732,000 0 0 0 43,732,000 2CWM 302,409,968 0 0 0 305,579,150 12GMU 416,604,289 0 0 60,748,711 477,353,000 8JMU 171,791,749 3,000,000 0 14,800,000 189,591,749 7LU 39,847,320 603,680 0 0 40,451,000 4NSU 148,360,500 0 28,140,000 0 176,500,500 3ODU 136,575,000 0 0 3,810,000 139,885,000 3RU 118,800,000 0 0 0 118,800,000 4UMW 219,270,500 0 0 8,751,500 228,022,000 9UVA 24,500,000 14,000,000 0 43,797,738 82,297,738 3UVAW 32,200,000 0 0 0 32,200,000 1VCU 739,209,000 0 17,300,000 11,900,000 848,740,549 15VCCS 456,384,000 0 0 0 840,403,000 31VMI 185,437,680 24,658,600 5,858,700 6,191,800 222,201,400 20VSU 105,268,000 2,500,000 0 0 107,768,000 5VT 412,175,000 7,000,000 0 40,375,000 459,550,000 9VT-Ext 124,300,000 0 0 0 124,300,000 3EVMS 2,347,771 0 0 0 2,347,771 2Total 3,679,212,777 51,762,280 51,298,700 190,374,749 4,439,722,857 141

Institution Priority 1 Priority 1.b Priority 2 Priority 3 Priority 4

Projects Already in

Appropriation Acts

Total GF Requests

CNU $0 $0 $0 $43,732,000 $0 $0 $43,732,000CWM $90,980,000 $0 $149,940,000 $57,925,150 $0 $3,564,818 $302,409,968GMU $280,996,000 $48,680,000 $86,928,289 $0 $0 $0 $416,604,289JMU $22,200,000 $0 $120,500,048 $0 $0 $29,091,701 $171,791,749LU $0 $0 $37,359,320 $0 $0 $2,488,000 $39,847,320NSU $0 $129,600,500 $0 $18,760,000 $0 $0 $148,360,500ODU $3,380,000 $0 $133,195,000 $0 $0 $0 $136,575,000RU $0 $0 $79,000,000 $36,425,000 $0 $3,375,000 $118,800,000UMW $84,610,000 $0 $130,660,500 $0 $0 $4,000,000 $219,270,500UVA $0 $0 $24,500,000 $0 $0 $0 $24,500,000UVAW $0 $0 $32,200,000 $0 $0 $0 $32,200,000VCU $0 $41,000,000 $59,000,000 $551,900,000 $0 $87,309,000 $739,209,000VCCS $41,552,000 $54,425,000 $357,307,000 $0 $0 $3,100,000 $456,384,000VMI $42,109,400 $15,729,900 $96,548,480 $31,049,900 $0 $0 $185,437,680VSU $6,700,000 $6,400,000 $33,235,000 $0 $0 $58,933,000 $105,268,000VT $166,125,000 $0 $246,050,000 $0 $0 $0 $412,175,000VT-Ext $124,300,000 $0 $0 $0 $0 $0 $124,300,000EVMS $0 $0 $2,347,771 $0 $0 $0 $2,347,771Total $862,952,400 $295,835,400 $1,588,771,408 $739,792,050 $0 $191,861,519 $3,679,212,777


Recommendations and Resolution:

BE IT RESOLVED that the State Council of Higher Education for Virginia calculates a need for $1,158,787,800 from the general fund and $99,834,600 from nongeneral funds and debt proceeds to support the capital outlay needs of the Commonwealth’s system of public higher education.

BE IT FURTHER RESOLVED that the State Council of Higher Education

for Virginia recommends that priority for debt authorization be provided for the Maintenance Reserve Program.


Projects Authorized for Detailed Planning by General Assembly in Previous Appropriation Acts or for Equipment Funding of Authorized Construction

Institution Request Title Project Type Total Project Cost General Fund Nongeneral Fund 9(C) Debt VCBA/9(D) DebtCWM Improve: Lake Matoaka Dam Spillway Improvements-Infrastructure Repairs $6,734,000 $3,564,818 $0 $0 $0JMU Wilson Hall Renovation FF&E Improvements-Other $4,178,449 $4,178,449 $0 $0 $0JMU Construct New College of Business - FF&E New Construction/Improvement $13,125,936 $13,125,936 $0 $0 $0JMU Renovate Jackson Hall Planning $11,787,316 $11,787,316 $0 $0 $0LU Construct New Academic Building New Construction $2,488,000 $2,488,000 $0 $0 $0RU Renovate Curie and Reed Halls Improvements-Other $3,375,000 $3,375,000 $0 $0 $0UMW Construct Jepson Science Center addition New Construction $4,000,000 $4,000,000 $0 $0 $0UVA Renovate Gilmer Hall and Chemistry Building Improvements-Other $43,797,738 $0 $0 $0 $43,797,738VCU Construct School of Allied Health Professions Building New Construction $87,740,549 $7,409,000 $0 $0 $0VCU Construct School of Engineering Research Expansion New Construction $7,800,000 $3,900,000 $0 $0 $3,900,000VCU Humanities and Sciences Phase I, STEM Class Laboratories New Construction $76,000,000 $76,000,000 $0 $0 $0VCCS Construct Academic Building, Fauquier Campus, Lord Fairfax Stand-alone Equipment Acquisition $1,600,000 $1,600,000 $0 $0 $0VCCS Construct Bioscience Building, Blue Ridge Stand-alone Equipment Acquisition $1,500,000 $1,500,000 $0 $0 $0VSU Demolish/Replace Daniel Gym and Harris Hall Planning $58,933,000 $58,933,000 $0 $0 $0Total 14 $323,059,988 $191,861,519 $0 $0 $47,697,738

in 2018-2024


Institution Request Title SCHEV Priority Project Type Total Project Cost General Fund Nongeneral Fund 9(C) Debt 9(D) Debt

CWM Improve: Access and Accessibility Infrastructure 1 Improvements-Handicapped Access $5,416,000 $5,416,000 $0 $0 $0CWM Renovate: Washington Hall 1 Improvements-Life Safety Code $25,050,000 $25,050,000 $0 $0 $0CWM Replace: Jones and Morton Halls 1 Improvements-Life Safety Code $52,000,000 $52,000,000 $0 $0 $0VMI Improvements to Post Wide Safety and Security Phase 1 1 Improvements-Other $5,000,000 $5,000,000 $0 $0 $0VMI Improvements to Post Wide Safety and Security Phase 2 1 Improvements-Other $10,000,000 $10,000,000 $0 $0 $0VMI Post Infrustructure Improvements, Part B - Supplemental Funding 1 Improvements-Life Safety Code $12,601,900 $12,601,900 $0 $0 $0VMI Renovate Old Hospital 1 Improvements-Life Safety Code $1,254,000 $1,254,000 $0 $0 $0VMI Renovate Moody Hall 1 Improvements-Other $13,253,500 $13,253,500 $0 $0 $0VSU Improve Infrastructure for Campus Safety, Security, Energy Reduction and System Reliability 1 Improvements-Infrastructure Repairs $7,200,000 $6,700,000 $500,000 $0 $0VT Address Campus Fire Alarms and Accessibility 1 Improvements-Life Safety Code $5,500,000 $5,500,000 $0 $0 $0VT Address Library Code Compliance 1 Improvements-Life Safety Code $5,500,000 $5,500,000 $0 $0 $0Total 11 $142,775,400 $142,275,400 $500,000 $0 $0

Institution Request Title SCHEV Priority Project Type Total Project Cost General Fund Nongeneral Fund 9(C) Debt VCBA/9(D) Debt

GMU Construct Academic VIII/Research IV 1 New Construction $170,004,000 $127,503,000 $0 $0 $42,501,000GMU Renovate Science & Tech I 1 Improvements-Other $68,650,000 $68,650,000 $0 $0 $0GMU Renovate King Hall & Construct New Addition 1 New Construction/Improvement $84,843,000 $84,843,000 $0 $0 $0VT Replace Randolph Hall 1 New Construction $182,500,000 $155,125,000 $0 $0 $27,375,000Total 4 $505,997,000 $436,121,000 $0 $0 $69,876,000


CWM Construct: Population Lab 1 New Construction $8,514,000 $8,514,000 $0 $0 $0VT-Ext. Improve Center Woods Complex 1 Improvements-Infrastructure Repairs $5,600,000 $5,600,000 $0 $0 $0VT-Ext. Construct Animal Production and Livestock Facilities Phase II 1 New Construction $24,300,000 $24,300,000 $0 $0 $0VT-Ext. Construct Global System Sciences Complex 1 New Construction $94,400,000 $94,400,000 $0 $0 $0Total 4 $132,814,000 $132,814,000 $0 $0 $0


JMU East Campus Infrastructure Phase 1 1 New Construction $37,000,000 $22,200,000 $0 $0 $14,800,000ODU Replace Koch Hall Mechanical System 1 Improvements-Energy Efficiency $3,380,000 $3,380,000 $0 $0 $0UMW Renovate Simpson Library 1 Improvements-Other $25,250,000 $25,250,000 $0 $0 $0UMW Renovate George Washington Hall 1 Improvements-Other $38,235,000 $38,235,000 $0 $0 $0UMW Renovate Fine and Performing Arts Center 1 Improvements-Infrastructure Repairs $21,125,000 $21,125,000 $0 $0 $0VCCS Renovate Stone Hall Building, Patrick Henry CC 1 Improvements-Other $12,676,000 $12,676,000 $0 $0 $0VCCS Renovate A.L. Philpott Technical Center & MET Complex Building 1, Patrick Henry CC 1 New Construction/Improvement $28,876,000 $28,876,000 $0 $0 $0Total 7 $166,542,000 $151,742,000 $0 $0 $14,800,000Total Priority 1 26 $948,128,400 $862,952,400 $500,000 $0 $84,676,000

SCHEV Assessment of Institutional Capital Outlay E&G Project Requestsfor Project Requests with a General Fund Component in 2018-2024

(A) Projects that address ADA and security issues

(C) Projects that address energy efficiency and MEP infrastructure improvements

(B.1) Facilities that are used for E&G or combine E&G and research uses

(B.2) Facilities that are used for research

(B) Projects that meet the E&G or research space need criteria

SCHEV Priority 1 -- These are projects that meet the Council’s Fixed Asset Guidelines or are considered critical to supporting the capital outlay needs of Virginia’s system of higher education. Also included in this group are projects that address ADA, security issues and infrastructure improvements for energy efficiency and mechanical, electrical and plumbing (MEP) systems.



GMU Renovate Enterprise Hall 1.b Improvements-Other $48,680,000 $48,680,000 $0 $0 $0NSU Construct Interdisciplinary Science and Arts Building 1.b New Construction $110,600,500 $110,600,500 $0 $0 $0NSU Improve Wayfinding, Vehicular Circulation, and Campus Boundary 1.b New Construction $19,000,000 $19,000,000 $0 $0 $0VCCS Renovate and Expand Fincastle Hall, Wytheville CC 1.b Improvements-Other $27,160,000 $27,160,000 $0 $0 $0VCCS Replace Engineering & Automotive Buildings, Alexandria Campus, Northern Virginia CC 1.b New Construction $27,265,000 $27,265,000 $0 $0 $0VCU Oliver Hall Physical Science Wing Renovation 1.b Improvements-Other $41,000,000 $41,000,000 $0 $0 $0VMI Renovate Cameron Hall 1.b Improvements-Other $30,388,500 $15,729,900 $14,658,600 $0 $0VSU Renovate Gandy Hall for Centralized Student and Academic Services 1.b Improvements-Other $6,400,000 $6,400,000 $0 $0 $0Total Priority 1.b 8 $310,494,000 $295,835,400 $14,658,600 $0 $0

SCHEV Assessment of Institutional Capital Outlay E&G Project Requestsfor Project Requests with a General Fund Component in 2018-2024 (cont.)

SCHEV Priority Group 1.B – These are projects that address critical state wide capital outlay needs and have compelling programmatical justifications but do not meet the space need and productivity criteria under the Council’s Fixed Asset Guidelines.



CWM Construct Integrated Science Center, Phase 4 2 New Construction $74,916,000 $74,916,000 $0 $0 $0CWM Construct: Fine and Performing Arts Complex, Phase 3 2 New Construction/Improvement $40,100,000 $40,100,000 $0 $0 $0CWM Construct: Sanitary Sewer 2 Improvements-Infrastructure Repairs $3,479,000 $3,479,000 $0 $0 $0CWM Improve: Swem Library 2 Improvements-Other $10,715,000 $10,715,000 $0 $0 $0CWM Renovate: Ewell Hall 2 Improvements-Infrastructure Repairs $20,730,000 $20,730,000 $0 $0 $0EVMS Renovate Temporal Bone Lab 2 Improvements-Infrastructure Repairs $1,512,771 $1,512,771 $0 $0 $0EVMS Replace Two Hofheimer Hall Air Handling Units 2 Improvements-Infrastructure Repairs $835,000 $835,000 $0 $0 $0GMU Improve Telecommunications Infrastructure Phase 1 2 Improvements-Infrastructure Repairs $11,419,000 $11,419,000 $0 $0 $0GMU Improve Telecommunications Infrastructure Phase 2 2 Improvements-Infrastructure Repairs $22,915,000 $13,267,785 $0 $0 $9,647,215GMU Improve Telecommunications Infrastructure Phase 3 2 Improvements-Infrastructure Repairs $18,456,000 $9,855,504 $0 $0 $8,600,496GMU Renovate Campus Library, Phase II 2 Improvements-Other $52,386,000 $52,386,000 $0 $0 $0JMU Carrier Library Renovation and Addition 2 Improvements-Other $99,977,299 $99,977,299 $0 $0 $0JMU Renovate Johnston Hall 2 Improvements-Other $20,522,749 $20,522,749 $0 $0 $0LU Renovate and Expand Facilities Annex Building 2 Improvements-Other $15,752,000 $15,752,000 $0 $0 $0LU Renovate Coyner Hall 2 Improvements-Other $7,119,000 $7,119,000 $0 $0 $0LU Renovate Lankford Building 2 Improvements-Other $15,092,000 $14,488,320 $603,680 $0 $0ODU Construct a New Health Sciences Building, Phase I 2 New Construction $73,742,000 $74,242,000 $0 $0 $0ODU Construct a Student Services Building 2 New Construction $62,763,000 $58,953,000 $0 $0 $3,810,000RU Renovate/Construct Center for Adaptive Innovation and Creativity 2 Improvements-Other $79,000,000 $79,000,000 $0 $0 $0UMW Construct Fine and Performing Arts Center 2 New Construction $61,000,000 $61,000,000 $0 $0 $0UMW Dahlgren Campus Phase II 2 New Construction $30,414,000 $30,414,000 $0 $0 $0UMW Improvements to Gari Melcher's Museum 2 New Construction/Improvement $5,770,000 $5,770,000 $0 $0 $0UMW Physical Plant Renovation and Addition 2 New Construction/Improvement $24,725,000 $24,725,000 $0 $0 $0UMW Renovate Goolrick Hall 2 Improvements-Infrastructure Repairs $17,503,000 $8,751,500 $0 $0 $8,751,500UVA The Fralin Museum of Art at the University of Virginia 2 New Construction/Improvement $28,000,000 $14,000,000 $14,000,000 $0 $0UVA Thornton Hall B Wing Renovation 2 Improvements-Other $10,500,000 $10,500,000 $0 $0 $0UVAW Renovate Sandridge Science Center Lab Wing 2 New Construction/Improvement $32,200,000 $32,200,000 $0 $0 $0VCCS Construct Academic Building for Emerging and Applied Technologies/Replace Princess Anne, 2 New Construction $41,075,000 $41,075,000 $0 $0 $0VCCS Construct Advanced Integrated Manufacturing (AIM) Center, Hampton Campus, Thomas Nelso 2 New Construction $49,704,000 $250,000 $0 $0 $0VCCS Construct Advanced Manufacturing and Industrial Systems Center, Portsmouth Campus, Tide 2 New Construction $33,463,000 $250,000 $0 $0 $0VCCS Construct Applied Technology Center/Renovate Mechanical Technology Building, Virginia Hig 2 New Construction/Improvement $18,175,000 $250,000 $0 $0 $0VCCS Construct Automotive Tech Building/Renovate Veterinary Tech Building, Blue Ridge CC 2 New Construction/Improvement $17,455,000 $250,000 $0 $0 $0VCCS Construct Joint Use Library w Albemarle County, Piedmont Virginia CC 2 New Construction $20,320,000 $250,000 $0 $0 $0VCCS Construct New Academic (STEM) Building, Parham Road Campus, J. Sargeant Reynolds CC 2 New Construction $41,427,000 $250,000 $0 $0 $0VCCS Construct New Academic STEM Building (CN6), Chesapeake Campus, Tidewater 2 New Construction $47,694,000 $250,000 $0 $0 $0VCCS Construct New Health Sciences Center and Renovate Robb Hall, Mountain Empire CC 2 New Construction/Improvement $33,587,000 $33,587,000 $0 $0 $0


SCHEV Priority 2 – These are projects that do not meet the space and productivity criteria in the Council’s Fixed Asset Guidelines but have some compelling programmatic justification.



VCCS Construct Phase I Stafford County Center, Germanna CC 2 New Construction $41,088,000 $250,000 $0 $0 $0VCCS Construct Regional Center for Transportation, Logistics, and Truck Driving, Tidewater CC 2 New Construction $59,443,000 $250,000 $0 $0 $0VCCS Construct Regional Workforce Solutions Center, Virginia Beach Campus, Tidewater CC 2 New Construction $38,644,000 $250,000 $0 $0 $0VCCS Construct STEM-H Building in the Rockbridge County Area, Dabney S. Lancaster CC 2 New Construction $19,356,000 $250,000 $0 $0 $0VCCS Renovate Academic Classroom Building (Phase II) - Glenns and Warsaw, Rappahannock CC 2 Improvements-Other $13,959,000 $13,959,000 $0 $0 $0VCCS Renovate and Expand Rooker for Advanced Manufacturing and Credentialing Center, New Rive 2 Improvements-Other $44,337,000 $44,337,000 $0 $0 $0VCCS Renovate Brown Library Building to a Learning Resource Center, Virginia Western CC 2 New Construction/Improvement $24,300,000 $24,300,000 $0 $0 $0VCCS Renovate Franklin Campus, Paul D. Camp CC 2 Improvements-Other $21,592,000 $21,592,000 $0 $0 $0VCCS Renovate Godwin (CG) Academic Building, Annandale Campus, Northern Virginia CC 2 Improvements-Infrastructure Repairs $36,600,000 $36,600,000 $0 $0 $0VCCS Renovate Houff Student Center, Blue Ridge CC 2 Improvements-Other $8,656,000 $8,656,000 $0 $0 $0VCCS Renovate Learning Resource Center (LRC), Virginia Highlands CC 2 Improvements-Other $15,125,000 $15,125,000 $0 $0 $0VCCS Renovate Learning Resource Center, Danville CC 2 Improvements-Other $11,881,000 $11,881,000 $0 $0 $0VCCS Renovate Main Building, Daniel Campus, Southside Virginia CC 2 Improvements-Infrastructure Repairs $24,965,000 $24,965,000 $0 $0 $0VCCS Renovate Webber Hall, Virginia Western CC 2 Improvements-Other $20,300,000 $20,300,000 $0 $0 $0VCCS Renovate/Retrofit Walker Building, Norfolk Campus, Tidewater CC 2 Improvements-Other $19,734,000 $19,734,000 $0 $0 $0VCCS Replace Buchanan and Tazewell Halls, Southwest Virginia CC 2 New Construction $38,446,000 $38,446,000 $0 $0 $0VCU Humanities and Sciences Phase II, Admin and Classroom Bldg. 2 New Construction $35,000,000 $35,000,000 $0 $0 $0VCU Renovate Sanger Hall, Phase III 2 Improvements-Other $32,000,000 $24,000,000 $0 $0 $8,000,000VMI American Legion Improvements 2 Improvements-Infrastructure Repairs $1,240,000 $1,240,000 $0 $0 $0VMI Barracks Energy Efficiency Improvements 2018-2020 2 Improvements-Energy Efficiency $15,966,700 $15,966,700 $0 $0 $0VMI Construct Corps Physical Training Facility Phase 3 (Aquatic Center) 2 New Construction/Improvement $41,250,000 $31,250,000 $10,000,000 $0 $0VMI Expand Hinty Hall and Improve Lackey Park 2 Improvements-Other $12,736,300 $6,877,600 $0 $5,858,700 $0VMI Historic Preservation Improvements Phase I 2 Improvements-Other $3,445,800 $130,000 $0 $0 $3,315,800VMI Historic Preservation Improvements Phase II 2 Improvements-Other $5,574,800 $5,574,800 $0 $0 $0VMI Improvements to 309 Letcher Avenue (Admissions) 2 Improvements-Infrastructure Repairs $1,100,000 $1,100,000 $0 $0 $0VMI Renovate Cocke Hall Annex for Engineering Laboratories 2 Improvements-Other $20,000,000 $20,000,000 $0 $0 $0VMI Renovate Outdoor Running Track 2 Improvements-Other $1,365,500 $1,310,880 $0 $0 $0VMI Renovate Smith Hall 2 Improvements-Other $9,964,600 $9,964,600 $0 $0 $0VMI Virginia Museum of the Civil War Improvements 2 Improvements-Other $6,009,900 $3,133,900 $0 $0 $2,876,000VSU Construct Pedestrian Walkway on University Avenue 2 Improvements-Infrastructure Repairs $10,000,000 $8,000,000 $2,000,000 $0 $0VSU Renovate and Construct Addition to Johnston Memorial Library for Technology One Stop 2 New Construction/Improvement $25,235,000 $25,235,000 $0 $0 $0VT Construct Academic Support and Student Success Center 2 New Construction $14,800,000 $14,800,000 $0 $0 $0VT Construct Corps Leadership and Military Science Building 2 New Construction $49,900,000 $29,900,000 $7,000,000 $0 $13,000,000VT Construct Data Analytics and Decision Sciences Building 2 New Construction $75,000,000 $75,000,000 $0 $0 $0VT Construct Undergraduate Science Laboratory Building 2 New Construction $75,000,000 $75,000,000 $0 $0 $0VT Renovate Robeson Hall 2 Improvements-Other $44,600,000 $44,600,000 $0 $0 $0VT Renovate/Replace Brooks Center 2 Improvements-Infrastructure Repairs $6,750,000 $6,750,000 $0 $0 $0Total Prority 2 73 $2,069,808,419 $1,588,771,408 $33,603,680 $5,858,700 $58,001,011


SCHEV Priority 2 – These are projects that do not meet the space and productivity criteria in the Council’s Fixed Asset Guidelines but have some compelling programmatic justification.



CNU Construct and Improve: Plant Operations Building 3 New Construction/Improvement $5,550,000 $5,550,000 $0 $0 $0CNU Integrated Science Center, Phase III 3 New Construction $38,182,000 $38,182,000 $0 $0 $0CWM Construct: Facilities Maintenance Shops 3 Improvements-Infrastructure Repairs $11,151,000 $11,151,000 $0 $0 $0CWM Construct: Jamestown Place 3 New Construction $46,774,150 $46,774,150 $0 $0 $0NSU Physical Education and Athletic Building 3 New Construction $46,900,000 $18,760,000 $0 $28,140,000 $0RU Improve Campus Utilities Infratructure Umbrella Project 3 Improvements-Other $10,525,000 $10,525,000 $0 $0 $0RU Renovate McConnell Hall 3 Improvements-Other $25,900,000 $25,900,000 $0 $0 $0VCU Classroom Building 3 New Construction $85,000,000 $85,000,000 $0 $0 $0VCU Construct Class Labs/Maker Space 3 New Construction $83,200,000 $83,200,000 $0 $0 $0VCU Efficient Office Building 3 New Construction $70,000,000 $70,000,000 $0 $0 $0VCU Health Sciences Library/Health Affairs Academic Buildnig 3 New Construction $85,000,000 $85,000,000 $0 $0 $0VCU Performing Arts/Exhibit Phase 1 3 New Construction $85,000,000 $85,000,000 $0 $0 $0VCU Performing Arts/Exhibit Phase 2 3 New Construction $51,300,000 $51,300,000 $0 $0 $0VCU Renovate Health Sciences Classrooms 3 Improvements-Other $8,700,000 $8,700,000 $0 $0 $0VCU Renovate James Branch Cabell Library 3 Improvements-Other $50,000,000 $50,000,000 $0 $0 $0VCU Renovation of McGuire Hall 3 Improvements-Other $51,000,000 $33,700,000 $0 $17,300,000 $0VMI Renovate Carroll Hall 3 Improvements-Infrastructure Repairs $12,330,200 $12,330,200 $0 $0 $0VMI Renovate Richardson Hall and Kilbourne Hall Annex 3 Improvements-Other $10,205,900 $10,205,900 $0 $0 $0VMI Renovate Shell Hall 3 Improvements-Other $8,513,800 $8,513,800 $0 $0 $0Total Priority 3 19 $785,232,050 $739,792,050 $0 $45,440,000 $0


SCHEV Priority Group 3 – These are projects that do not meet the space and productivity criteria in the Council’s Fixed Asset Guidelines and have less immediate space and programmatic need.


JMU Blanket Property Acquisition 4 Acquisition $3,000,000 $0 $3,000,000 $0 $0Total Priority 4 1 $3,000,000 $0 $3,000,000 $0 $0


SCHEV Priority 4 – These are nonguideline requests. Assessment is deferred.



Item: Resources and Planning Committee #C4 – Action on Enrollment Projections and Degree Estimates Date of Meeting: October 30, 2017

Presenter: Tod Massa, Director of Policy Analytics [email protected]



Date: September, 2017 Action: Discussion

Background Information/Summary of Major Elements: The enrollment projections and degree estimates adopted by the Council each odd-numbered year serve as a key planning tool for higher education in the Commonwealth. With passage of the Virginia Higher Education Act of 2011, which incorporated a goal of awarding 100,000 cumulative additional undergraduate degrees to in-state students at public institutions by 2025, with a like number from private institutions, the degree estimates are a critical component in tracking progress towards this goal. Council’s adoption of a statewide target to reach 1.5 million additional degrees and workforce credentials by 2030 causes the enrollment projections and degree estimates to take on additional new meaning. In fall of 2016, total fall headcount at the public institutions was 388,749 students. In 2015, the institutions projected a total headcount 400,139 students in the fall of 2016, thus achieving 97% of their enrollment targets in the aggregate. In terms of degree estimates, the total number of awards at public institutions during the 2015-16 academic year was 87,364 compared to a projected estimate of 83,009, or about 5% percent more awards than projected. Likewise, in the fall of 2016, total headcount of the independent colleges participating in the Tuition Assistance Grant program was 132,144 students. In 2015, these institutions projected a total fall headcount of 141,945 students, achieving 93% of their projected enrollment, or about 9,801 fewer students. The independent institutions projected 30,571 degrees and certificates to be awarded for 2015-16 and awarded 32,571 or about 6.5% more than projected.



The enrollment projections and degree estimates from the public institutions represent what has become the traditional conservative approach used by the public four-year institutions. They also represent a return to the more positive, aggressive approach to the degree estimates that were present in the 2013 projections that track well recent actual numbers of awards. The projections of the private institutions are conservative for most institutions with aggressive growth planned by Regent University (doubling its fall headcount) and Sweet Briar College (tripling its 2015 enrollment).The projections and estimates from the two-year sector are much more conservative in terms of enrollment, representing both uncertainty and the declining enrollment of recent years. The community colleges are particularly challenged in projecting enrollment as they simply accept all students who show up for enrollment, which is often highly correlated with local and regional employment opportunities more so than any other factor. Degree estimates from the two-year institutions represent increases and ongoing efforts towards student engagement and completion. In consideration of the above factors, staff analysis is that we remain on track to achieve the goals of both the 2011 legislation and The Virginia Plan for Higher Education.

Materials Provided: Selected tables showing enrollment projections and degree estimates. Financial Impact: None.

Timetable for Further Review/Action: Staff will monitor and report progress towards meeting the projections and estimates. Council approves enrollment projections and degree estimates every two years. Resolution: BE IT RESOLVED that the State Council of Higher Education for Virginia approves the FY 2017-2021 institutional enrollment projections and degree estimates as reflected in Tables 1-10 for the purposes of budgetary and fiscal planning, and performance measurement. Staff is directed to make the detailed enrollment targets and degree estimates available to the public via the SCHEV website.

BE IT FURTHER RESOLVED that approval of these institutional enrollment targets does not constitute either implicit or explicit approval of any new program, site, higher education center, or campus determined by an institution as necessary to achieve these targets.


Table 01: Actual and Projected Enrollment - Fall Headcount

Public Institutions 2015-16 2016-17 2017-18 2018-19 2019-20 2020-21Christopher Newport University 5,172 5,042 5,022 5,012 5,003 4,994 -3%College of William and Mary 8,484 8,617 8,710 8,817 8,892 8,933 5%George Mason University 34,112 35,189 35,809 36,562 37,105 37,579 10%James Madison University 21,227 21,270 21,635 21,950 22,236 22,455 6%Longwood University 5,087 4,885 5,048 5,134 5,222 5,316 5%Norfolk State University 5,094 5,421 5,531 5,640 5,809 5,984 17%Old Dominion University 24,025 24,322 23,876 23,876 23,876 23,876 -1%Radford University 9,743 9,401 9,259 9,352 9,545 9,839 1%University of Mary Washington 4,647 4,726 4,742 4,762 4,783 4,806 3%University of Virginia 23,883 23,898 24,301 24,438 24,699 24,916 4%University of Virginia's College at Wise 2,065 2,221 2,076 2,090 2,108 2,126 3%Virginia Commonwealth University 31,242 31,218 31,289 31,415 31,523 31,447 1%Virginia Military Institute 1,717 1,713 1,725 1,705 1,714 1,701 -1%Virginia State University 4,696 4,584 4,533 4,546 4,679 4,787 2%Virginia Tech 31,250 33,170 33,001 34,035 34,474 35,047 12%Total Public Four-year Institutions 212,444 215,677 216,557 219,334 221,668 223,805 5%Richard Bland College 2,134 2,452 2,519 2,548 2,577 2,551 20%Virginia Community College System 176,887 170,869 165,811 162,410 160,495 160,591 -9%Total Public Two-Year Institutions 179,021 173,321 168,330 164,958 163,072 163,216 -9%Total Public Institutions 391,465 388,998 384,887 384,292 384,740 387,021 -1%

Appalachian College of Pharmacy 202 210 215 215 215 215 6%Averett University 893 858 878 910 922 935 5%Averett University Non-Traditional 949 853 750 775 800 830 -13%Bluefield College 1,005 1,027 1,076 1,130 1,171 1,213 21%Bridgewater College 1,834 1,882 1,962 2,018 2,048 2,061 12%Christendom College 561 589 601 617 617 627 12%Eastern Mennonite University 1,773 1,745 1,749 1,788 1,823 1,872 6%

Actual Projected Percentage Change 2015-16

to 2020-21


Eastern Virginia Medical School 1,209 1,219 1,415 1,487 1,541 1,575 30%Edward Via College of Osteopathic Medicine 834 845 850 849 849 849 2%Emory and Henry College 1,154 1,152 1,195 1,305 1,365 1,395 21%Ferrum College 1,334 1,285 - 1,187 1,155 1,154 -13%Hampden-Sydney College 1,087 1,027 1,037 1,043 1,057 1,085 0%Hampton University 4,269 4,647 4,514 4,514 4,514 4,514 6%Hollins University 802 828 851 898 928 923 15%Jefferson College of Health Sciences 1,062 1,081 1,093 1,104 1,115 1,126 6%Liberty University 77,818 75,756 72,928 74,110 75,292 76,015 -2%Lynchburg College 2,794 2,720 2,883 2,920 3,015 3,068 10%Mary Baldwin University 1,664 1,745 1,864 1,957 1,995 2,036 22%Marymount University 3,363 3,369 3,362 3,368 3,398 3,416 2%Randolph College 688 680 707 741 770 787 14%Randolph-Macon College 1,418 1,446 1,476 1,464 1,452 1,483 5%Regent University 7,318 8,773 10,103 11,729 13,630 15,848 117%Roanoke College 1,996 2,001 1,992 1,994 2,025 2,051 3%Shenandoah University 3,093 3,918 3,333 3,353 3,410 3,406 10%Sweet Briar College 241 376 352 453 575 636 164%University of Richmond 4,162 4,135 4,130 4,130 4,130 4,130 -1%Virginia Union University 1,501 1,417 1,428 1,441 1,456 1,469 -2%Virginia Wesleyan College 1,443 1,385 1,479 1,536 1,617 1,649 14%Washington and Lee University 2,162 2,155 2,132 2,104 2,092 2,087 -3%Total Private, NonProfit, Four-year Institutions 127,699 129,124 124,199 130,056 133,862 137,309 8%Grand Total, All reporting Institutions 519,164 518,122 509,086 514,348 518,602 524,330 1%


Table 02: Actual, Estimated and Projected Enrollment - Annual FTE

Actual Estimated

Public Institutions 2015-16 2016-17 2017-18 2018-19 2019-20 2020-21Christopher Newport University 5,023 4,915 4,890 4,880 4,870 4,860 -3%College of William and Mary 7,980 7,994 8,035 8,101 8,111 8,111 2%George Mason University 25,625 26,617 27,242 27,792 28,138 28,400 11%James Madison University 19,360 19,361 19,718 20,030 20,291 20,499 6%Longwood University 4,564 4,337 4,590 4,669 4,748 4,832 6%Norfolk State University 4,233 4,468 4,558 4,649 4,788 4,932 17%Old Dominion University 15,167 14,723 14,499 14,499 14,499 14,499 -4%Radford University 8,864 8,509 8,426 8,485 8,643 8,894 0%University of Mary Washington 3,869 3,953 3,966 3,967 3,991 4,006 4%University of Virginia 22,802 22,799 23,088 23,208 23,406 23,571 3%University of Virginia's College at Wise 1,156 1,140 1,093 1,107 1,117 1,128 -2%Virginia Commonwealth University 26,318 26,316 26,374 26,492 26,579 26,512 1%Virginia Military Institute 1,830 1,845 1,859 1,836 1,846 1,831 0%Virginia State University 4,632 4,556 4,507 4,492 4,637 4,735 2%Virginia Tech 30,533 30,989 32,155 33,165 33,579 34,142 12%Total Public Four-year Institutions 181,956 182,522 185,000 187,372 189,243 190,952 5%Richard Bland College 1,282 1,400 1,404 1,418 1,432 1,430 12%Virginia Community College System 63,001 60,605 58,812 57,606 56,927 56,960 -10%Total Public Two-Year Institutions 64,283 62,005 60,216 59,024 58,359 58,427 -9%Total Public Institutions 246,239 244,527 245,216 246,396 247,602 249,379 1%

Appalachian College of Pharmacy 91 91 91 91 91 91 0%Averett University 866 836 836 896 907 912 5%Averett University Non-Traditional 192 83 70 70 70 75 -61%Bluefield College 891 908 937 983 1,019 1,055 18%Bridgewater College 1,882 1,936 2,027 2,074 2,099 2,111 12%Christendom College 535 548 555 565 565 575 7%Eastern Mennonite University 1,381 1,291 1,314 1,312 1,343 1,358 -2%Eastern Virginia Medical School 1,190 1,189 1,352 1,404 1,386 1,438 21%

Projected Percentage Change 2015-16

to 2020-21


Edward Via College of Osteopathic Medicine 834 845 850 849 849 849 2%Emory and Henry College 1,109 1,106 1,251 1,391 1,461 1,491 34%Ferrum College 1,319 1,282 - 1,164 1,141 1,141 -13%Hampden-Sydney College 1,086 1,027 1,037 1,043 1,058 1,085 0%Hampton University 4,021 4,386 4,176 4,176 4,176 4,176 4%Hollins University 777 801 821 868 898 893 15%Jefferson College of Health Sciences 801 767 777 782 786 791 -1%Liberty University 14,421 14,763 14,721 14,471 14,471 14,471 0%Lynchburg College 2,440 2,473 2,598 2,632 2,725 2,765 13%Mary Baldwin University 1,090 1,099 1,122 1,145 1,168 1,192 9%Marymount University 2,791 2,786 2,807 2,812 2,836 2,848 2%Randolph College 709 693 722 757 786 804 13%Randolph-Macon College 1,400 1,426 1,454 1,442 1,430 1,461 4%Regent University 1,642 1,796 2,067 2,391 2,768 3,212 96%Roanoke College 2,181 2,177 2,186 2,190 2,225 2,254 3%Shenandoah University 2,641 2,641 2,550 2,442 2,535 2,542 -4%Sweet Briar College 257 330 348 333 575 636 147%University of Richmond 3,838 3,838 3,838 3,838 3,838 3,838 0%Virginia Union University 1,487 1,414 1,422 1,430 1,437 1,446 -3%Virginia Wesleyan College 1,458 1,392 1,524 1,581 1,660 1,687 16%Washington and Lee University 2,159 2,156 2,132 2,104 2,092 2,087 -3%Total Private, NonProfit, Four-year Institutions 54,823 55,270 53,390 56,392 57,537 58,414 7%


Table 3: Actual & Projected Undergraduate Fall Headcount, In-State

INAME 2015-16 2016-17 2017-18 2018-19 2019-20 2020-21Christopher Newport University 4,742 4,619 4,531 4,522 4,490 4,456 -6%College of William and Mary 4,174 4,116 4,120 4,120 4,120 4,120 -1%George Mason University 19,060 19,826 20,540 21,003 21,344 21,618 13%James Madison University 13,983 14,434 14,828 15,192 15,588 15,822 13%Longwood University 4,158 3,962 4,060 4,104 4,138 4,435 7%Norfolk State University 3,865 3,888 3,967 3,968 4,087 4,210 9%Old Dominion University 17,492 17,082 17,233 17,233 17,233 17,233 -1%Radford University 8,295 7,885 7,764 7,809 7,954 8,178 -1%University of Mary Washington 3,777 3,897 3,872 3,888 3,897 3,905 3%University of Virginia 10,835 10,991 11,209 11,266 11,330 11,396 5%University of Virginia's College at Wise 1,311 1,309 1,213 1,222 1,235 1,247 -5%Virginia Commonwealth University 20,327 20,595 20,842 21,143 21,307 21,261 5%Virginia Military Institute 1,022 1,045 1,087 1,069 1,070 1,068 5%Virginia State University 3,116 3,050 3,044 3,086 3,143 3,201 3%Virginia Tech 18,118 18,621 19,202 19,621 19,769 20,011 10%Total Public Four-year Institutions 134,275 135,320 137,511 139,247 140,704 142,163 6%Richard Bland College 1,056 1,022 1,073 1,088 1,103 1,135 7%Virginia Community College System 127,457 120,257 116,454 114,066 112,720 112,788 -12%Total Public Two-Year Institutions 128,513 121,279 117,528 115,154 113,822 113,922 -11%Total Public Institutions 262,788 256,598 255,039 254,400 254,527 256,085 -3%

Appalachian College of Pharmacy - - - - - - Averett University 546 511 654 625 607 620 14%Averett University Non-Traditional 555 443 391 395 398 413 -25%Bluefield College 722 741 675 699 723 750 4%Bridgewater College 1,349 1,343 1,420 1,451 1,469 1,477 10%Christendom College 157 168 159 163 163 166 6%Eastern Mennonite University 654 668 672 708 720 752 15%Eastern Virginia Medical School - - - - - -


to 2020-21

Actual


Edward Via College of Osteopathic Medicine - - - - - - Emory and Henry College 322 330 318 335 347 356 11%Ferrum College 551 998 937 913 889 896 63%George Washington University - - - - - - Hampden-Sydney College 773 719 726 729 747 749 -3%Hampton University 891 1,092 937 937 937 937 5%Hollins University 303 320 313 340 356 353 17%Jefferson College of Health Sciences 693 702 710 717 724 731 5%Liberty University 11,438 10,984 11,005 11,073 11,203 11,281 -1%Lynchburg College 1,380 1,362 1,363 1,387 1,415 1,444 5%Mary Baldwin University 745 841 864 880 898 918 23%Marymount University 1,149 1,125 1,139 1,005 1,142 1,151 0%Randolph College 411 420 438 460 479 489 19%Randolph-Macon College 1,051 1,052 1,077 1,069 1,060 1,083 3%Regent University 1,548 1,481 1,735 2,029 2,374 2,777 79%Roanoke College 1,017 1,017 1,021 1,022 1,038 1,052 3%Shenandoah University 1,065 1,099 1,228 1,219 1,243 1,255 18%Sweet Briar College 101 162 170 217 277 305 201%University of Richmond 700 689 689 689 689 689 -2%Virginia Union University 780 1,098 1,103 1,110 1,118 1,125 44%Virginia Wesleyan College 1,075 1,010 1,095 1,146 1,208 1,232 15%Washington and Lee University 238 266 307 314 323 323 36%Total Private, NonProfit, Four-year Institutions 29,725 30,161 30,835 31,214 32,115 32,878 11%


Table 4: Actual & Projected Undergraduate Fall Headcount, Out-of-State

INAME 2015-16 2016-17 2017-18 2018-19 2019-20 2020-21Christopher Newport University 298 302 366 365 388 412 38%College of William and Mary 2,086 2,128 2,138 2,138 2,138 2,138 2%George Mason University 3,159 3,306 3,495 3,595 3,651 3,701 17%James Madison University 5,036 4,828 4,793 4,725 4,596 4,569 -9%Longwood University 243 256 319 347 382 167 -31%Norfolk State University 610 819 836 929 957 985 61%Old Dominion University 1,441 1,605 1,614 1,614 1,614 1,614 12%Radford University 497 486 491 494 506 526 6%University of Mary Washington 485 421 441 442 446 448 -8%University of Virginia 4,855 4,853 4,896 4,899 4,914 4,925 1%University of Virginia's College at Wise 84 67 112 113 113 114 36%Virginia Commonwealth University 2,189 2,163 2,078 2,006 1,981 1,967 -10%Virginia Military Institute 695 668 638 636 644 633 -9%Virginia State University 1,033 1,091 1,046 964 980 996 -4%Virginia Tech 7,148 7,057 7,426 7,817 7,901 8,046 13%Total Public Four-year Institutions 29,859 30,050 30,689 31,083 31,211 31,240 5%Richard Bland College 20 30 32 32 32 33 66%Virginia Community College System 5,609 5,295 5,381 5,270 5,208 5,211 -7%Total Public Two-Year Institutions 5,629 5,325 5,412 5,302 5,241 5,245 -7%Total Public Institutions 35,488 35,376 36,102 36,385 36,452 36,485 3%

Appalachian College of Pharmacy - - - - - - Averett University 318 330 276 285 315 315 -1%Averett University Non-Traditional 25 36 42 43 52 54 113%Bluefield College* 267 289 194 131 137 144 -46%Bridgewater College 474 528 514 522 528 531 12%Christendom College 312 309 322 329 329 336 8%Eastern Mennonite University 516 532 529 523 531 534 3%Eastern Virginia Medical School - - - - - -


to 2020-21

Actual


Edward Via College of Osteopathic Medicine - - - - - - Emory and Henry College 688 670 647 680 704 724 5%Ferrum College 781 296 278 274 266 258 -67%George Washington University - - - - - - Hampden-Sydney College 314 308 311 314 310 336 7%Hampton University 2,424 2,744 2,463 2,463 2,463 2,463 2%Hollins University 301 318 318 338 352 350 16%Jefferson College of Health Sciences 43 54 54 55 55 55 29%Liberty University 38,104 35,696 35,731 36,036 36,575 36,907 -3%Lynchburg College 684 637 639 650 662 673 -2%Mary Baldwin University 375 300 304 308 314 320 -15%Marymount University 942 990 964 1,099 980 980 4%Randolph College 254 229 239 251 261 267 5%Randolph-Macon College 355 377 379 375 372 380 7%Regent University 1,227 2,042 2,388 2,794 3,269 3,825 212%Roanoke College 935 916 929 930 945 957 2%Shenandoah University 786 833 803 816 812 805 2%Sweet Briar College 131 156 170 217 277 305 133%University of Richmond 2,372 2,432 2,432 2,432 2,432 2,432 3%Virginia Union University 655 245 247 249 252 254 -61%Virginia Wesleyan College 328 332 354 360 379 387 18%Washington and Lee University 1,593 1,554 1,497 1,480 1,474 1,469 -8%Total Private, NonProfit, Four-year Institutions 55,049 52,985 53,021 53,955 55,045 56,061 2%


Table 5: Actual & Projected Enrollment of New Undergraduates - First-time In College (Fall Headcount)

INAME 2015-16 2016-17 2017-18 2018-19 2019-20 2020-21Christopher Newport University 1,224 1,228 1,225 1,225 1,225 1,200 -2%College of William and Mary 1,518 1,507 1,520 1,530 1,530 1,530 1%George Mason University 3,256 3,287 3,355 3,405 3,415 3,428 5%James Madison University 4,408 4,505 4,564 4,614 4,664 4,714 7%Longwood University 1,036 928 1,060 1,079 1,118 1,118 8%Norfolk State University 476 1,044 1,065 1,085 1,118 1,152 142%Old Dominion University 2,946 2,744 2,659 2,659 2,659 2,659 -10%Radford University 1,962 1,751 1,839 1,894 1,951 2,010 2%University of Mary Washington 972 972 924 953 983 1,015 4%University of Virginia 3,674 3,683 3,725 3,725 3,725 3,725 1%University of Virginia's College at Wise 295 334 340 343 347 350 19%Virginia Commonwealth University 4,090 4,234 4,175 4,175 4,200 4,200 3%Virginia Military Institute 434 454 437 437 437 437 1%Virginia State University 765 1,024 1,050 1,050 1,103 1,125 47%Virginia Tech 6,323 5,929 6,325 6,325 6,325 6,325 0%Total Public Four-year Institutions 33,379 33,624 34,263 34,499 34,800 34,988 5%Richard Bland College 546 545 590 598 606 625 14%Virginia Community College System 26,735 27,865 27,433 27,419 27,518 27,790 4%Total Public Two-Year Institutions 27,281 28,410 28,023 28,017 28,124 28,415 4%Total Public Institutions 60,660 62,034 62,286 62,516 62,924 63,403 5%

Appalachian College of Pharmacy - - - - - - Averett University 267 237 522 265 265 270 1%Averett University Non-Traditional 12 10 16 17 17 20 67%Bluefield College 154 185 374 204 213 224 46%Bridgewater College 542 600 575 575 580 590 9%Christendom College 149 119 121 122 122 125 -16%Eastern Mennonite University 254 225 215 225 250 255 0%Eastern Virginia Medical School - - - - - -


to 2020-21

Actual


Edward Via College of Osteopathic Medicine - - - - - - Emory and Henry College 304 285 280 290 305 315 4%Ferrum College 422 452 414 420 425 430 2%George Washington University - - - - - - Hampden-Sydney College 305 283 305 320 320 322 6%Hampton University 930 1,278 1,104 1,104 1,104 1,104 19%Hollins University 196 225 200 210 210 210 7%Jefferson College of Health Sciences 65 48 50 52 54 56 -14%Liberty University 4,793 4,048 4,062 4,070 4,093 4,107 -14%Lynchburg College 548 537 537 572 595 607 11%Mary Baldwin University 240 228 232 237 241 246 3%Marymount University 393 442 425 420 425 425 8%Randolph College 184 187 225 225 225 225 22%Randolph-Macon College 406 396 410 420 420 430 6%Regent University 342 382 447 523 611 716 109%Roanoke College 508 508 540 550 550 550 8%Shenandoah University 446 460 450 450 450 455 2%Sweet Briar College 24 134 120 170 180 180 650%University of Richmond 807 817 800 800 800 800 -1%Virginia Union University 456 369 372 374 376 378 -17%Virginia Wesleyan College 349 368 400 400 400 400 15%Washington and Lee University 454 466 461 461 461 461 2%Total Private, NonProfit, Four-year Institutions 13,550 13,289 13,657 13,476 13,692 13,901 3%Grand Total, All reporting Institutions 107,589 108,947 110,206 110,492 111,416 112,293 4%


Table 6: Actual & Projected Enrollment of New Undergraduates - First-time In College, In-State (Fall Headcount)Percentage

Change 2015-16 to 2020 21

2015-16 2016-17 2017-18 2018-19 2019-20 2020-21Christopher Newport University 1,134 1,145 1,127 1,115 1,103 1,080 -5%College of William and Mary 963 945 962 968 968 968 1%George Mason University 2,457 2,565 2,618 2,650 2,660 2,673 9%James Madison University 3,086 3,244 3,294 3,344 3,394 3,444 12%Longwood University 970 878 1,007 1,025 1,051 1,051 8%Norfolk State University 355 711 725 710 731 742 109%Old Dominion University 2,626 2,440 2,365 2,365 2,365 2,365 -10%Radford University 1,813 1,623 1,701 1,752 1,805 1,859 3%University of Mary Washington 837 856 814 830 856 874 4%University of Virginia 2,460 2,461 2,489 2,489 2,489 2,489 1%University of Virginia's College at Wise 275 308 304 307 311 313 14%Virginia Commonwealth University 3,572 3,757 3,750 3,750 3,750 3,750 5%Virginia Military Institute 265 266 262 262 262 262 -1%Virginia State University 536 676 735 735 794 810 51%Virginia Tech 4,261 4,347 4,225 4,225 4,225 4,225 -1%Total Public Four-year Institutions 25,610 26,220 26,379 26,527 26,764 26,906 5%Richard Bland College 530 529 572 580 588 606 14%Virginia Community College System 20,027 26,442 20,531 20,520 20,594 20,798 4%Total Public Two-Year Institutions 20,557 26,971 21,103 21,100 21,182 21,404 4%Total Public Institutions 46,167 53,191 47,482 47,627 47,946 48,310 5%

Appalachian College of Pharmacy - - - - - - Averett University 152 127 365 174 173 162 7%Averett University Non-Traditional 12 10 1 1 1 1 -92%Bluefield College 91 111 224 122 128 135 48%Bridgewater College 379 409 398 398 401 408 8%Christendom College 50 39 40 40 40 41 -17%Eastern Mennonite University 160 155 151 158 175 179 12%Eastern Virginia Medical School - - - - - -

Actual Projected


Edward Via College of Osteopathic Medicine - - - - - - Emory and Henry College 204 188 185 191 201 208 2%Ferrum College 321 325 298 302 306 323 1%George Washington University - - - - - - Hampden-Sydney College 208 192 214 214 214 217 4%Hampton University 216 307 265 265 265 265 22%Hollins University 80 99 84 88 88 88 10%Jefferson College of Health Sciences 65 44 46 48 50 52 -21%Liberty University 1,197 1,028 1,031 1,032 1,035 1,038 -13%Lynchburg College 371 369 369 393 409 417 12%Mary Baldwin University 148 115 117 120 122 124 -16%Marymount University 166 199 197 187 193 193 16%Randolph College 123 125 151 151 151 151 23%Randolph-Macon College 299 287 303 311 311 318 6%Regent University 168 177 206 242 88 331 97%Roanoke College 244 272 275 280 280 280 15%Shenandoah University 243 255 248 248 248 250 3%Sweet Briar College 10 62 60 85 90 90 793%University of Richmond 110 132 128 128 128 128 16%Virginia Union University 258 196 197 198 199 200 -22%Virginia Wesleyan College 254 254 292 292 292 292 15%Washington and Lee University 51 83 83 83 83 83 63%Total Private, NonProfit, Four-year Institutions 5,580 5,559 5,927 5,750 5,670 5,972 7%Grand Total, All reporting Institutions 77,357 84,970 79,788 79,904 80,379 81,188 5%


Table 7: Actual & Projected Enrollment of New Undergraduates - Transfers, In-State (Fall Headcount)

INAME 2015-16 2016-17 2017-18 2018-19 2019-20 2020-21Christopher Newport University 128 121 133 133 133 133 4%College of William and Mary 148 129 149 141 141 141 -5%George Mason University 2,068 2,332 2,461 2,475 2,500 2,535 23%James Madison University 600 720 695 695 695 695 16%Longwood University 177 191 194 197 200 203 15%Norfolk State University 290 413 421 430 443 456 57%Old Dominion University 1,866 1,866 1,959 1,959 1,959 1,959 5%Radford University 694 696 726 747 769 793 14%University of Mary Washington 319 329 285 303 322 344 8%University of Virginia 532 552 604 585 585 585 10%University of Virginia's College at Wise 89 111 107 112 116 119 33%Virginia Commonwealth University 1,904 1,953 1,912 1,912 1,912 1,912 0%Virginia Military Institute 29 17 23 23 23 23 -21%Virginia State University 180 215 229 254 258 262 45%Virginia Tech 835 881 890 890 890 890 7%Total Public Four-year Institutions 9,859 10,525 10,789 10,856 10,945 11,049 12%Richard Bland College 45 39 46 49 51 54 20%Virginia Community College System 1,607 7,048 1,750 1,749 1,755 1,773 10%Total Public Two-Year Institutions 1,652 7,087 1,796 1,798 1,806 1,827 11%Total Public Institutions 11,512 17,612 12,584 12,654 12,752 12,875 12%

Appalachian College of Pharmacy - - - - - - Averett University 43 53 63 62 59 55 28%Averett University Non-Traditional 54 45 399 403 414 428 690%Bluefield College 118 126 116 133 137 141 20%Bridgewater College 51 45 45 45 45 45 -11%Christendom College 4 1 1 1 1 2 -40%Eastern Mennonite University 77 71 75 76 81 82 6%Eastern Virginia Medical School - - - - - -


to 2020-21

Actual


Edward Via College of Osteopathic Medicine - - - - - - Emory and Henry College 17 19 23 38 40 50 188%Ferrum College 41 48 44 44 44 48 17%George Washington University - - - - - - Hampden-Sydney College 13 6 8 9 9 9 -28%Hampton University 71 73 63 63 63 63 -12%Hollins University 7 21 12 12 12 12 73%Jefferson College of Health Sciences 112 176 180 183 187 191 70%Liberty University 1,218 949 951 957 971 979 -20%Lynchburg College 89 66 66 66 66 66 -26%Mary Baldwin University 43 160 164 169 174 179 315%Marymount University 152 109 136 140 139 144 -5%Randolph College 30 33 35 36 38 39 28%Randolph-Macon College 46 37 22 24 24 30 -36%Regent University 304 378 441 517 604 707 133%Roanoke College 50 57 53 53 53 53 5%Shenandoah University 108 97 108 108 108 108 0%Sweet Briar College 6 16 23 23 15 38 525%University of Richmond 57 55 58 58 58 58 1%Virginia Union University 46 31 32 33 34 35 -25%Virginia Wesleyan College 91 87 113 113 113 113 24%Washington and Lee University - - 2 2 2 2 Total Private, NonProfit, Four-year Institutions 2,849 2,758 3,229 3,364 3,487 3,673 29%Grand Total, All reporting Institutions 24,220 30,896 26,602 26,874 27,184 27,596 14%


Table 8: Total Degree and Certificate Estimates

INAME 2015-16 2016-17 2017-18 2018-19 2019-20 2020-21Christopher Newport University 1,275 1,274 1,260 1,250 1,240 1,240 -3%College of William and Mary 2,496 2,464 2,560 2,633 2,671 2,772 11%George Mason University 8,901 9,092 9,115 9,313 9,467 9,641 8%James Madison University 5,350 4,902 5,096 5,272 5,349 5,404 1%Longwood University 1,151 1,119 1,161 1,167 1,172 1,196 4%Norfolk State University 1,172 1,079 972 873 786 1,023 -13%Old Dominion University 5,318 5,306 5,268 5,268 5,268 5,268 -1%Radford University 2,366 2,247 2,208 2,225 2,216 2,254 -5%University of Mary Washington 1,184 1,164 1,173 1,195 1,216 1,240 5%University of Virginia 6,718 6,717 7,916 7,934 7,999 8,088 20%University of Virginia's College at Wise 297 270 255 257 259 262 -12%Virginia Commonwealth University 7,818 7,678 7,462 7,690 7,920 7,955 2%Virginia Military Institute 374 383 385 378 382 380 2%Virginia State University 1,021 1,059 1,031 1,055 1,065 1,039 2%Virginia Tech 8,197 8,272 8,502 9,120 9,114 9,383 14%Total Public Four-year Institutions 53,638 53,026 54,364 55,630 56,124 57,145 7%Richard Bland College 206 222 229 235 243 250 21%Virginia Community College System 33,479 33,814 34,152 34,493 34,838 35,187 5%Total Public Two-Year Institutions 33,685 34,036 34,381 34,728 35,081 35,437 5%Total Public Institutions 87,323 87,062 88,745 90,358 91,205 92,582 6%

Appalachian College of Pharmacy 65 60 67 71 70 70 8%Averett University 169 190 200 202 204 206 22%Averett University Non-Traditional 313 331 305 297 306 305 -3%Bluefield College 258 233 240 336 379 400 55%Bridgewater College 422 385 360 397 426 426 1%Christendom College 83 132 135 140 120 120 45%Eastern Mennonite University 538 511 467 458 489 494 -8%Eastern Virginia Medical School 405 436 461 504 555 581 43%


to 2020-21

Actual


Edward Via College of Osteopathic Medicine 245 281 293 291 298 296 21%Emory and Henry College 225 240 270 300 325 350 56%Ferrum College - - - - - - George Washington University 577 598 617 640 652 663 15%Hampden-Sydney College 255 211 220 227 232 238 -7%Hampton University 903 847 883 911 911 911 1%Hollins University 214 196 203 208 233 208 -3%Jefferson College of Health Sciences 704 756 768 786 798 806 14%Liberty University 19,136 18,566 18,517 18,689 19,009 19,201 0%Lynchburg College 704 717 722 747 767 792 13%Mary Baldwin University 341 412 462 508 523 533 56%Marymount University 1,052 977 974 976 393 976 -7%Randolph College 142 131 131 135 146 162 14%Randolph-Macon College 310 285 332 321 312 321 4%Regent University 3,598 4,122 5,332 6,206 7,230 8,416 134%Roanoke College 457 447 427 397 396 414 -9%Shenandoah University 1,103 1,103 1,103 1,103 1,103 1,103 0%Sweet Briar College 92 77 62 85 83 115 25%University of Richmond 1,177 1,157 1,155 1,155 1,155 1,155 -2%Virginia Union University 338 316 327 340 403 414 22%Virginia Wesleyan College 327 285 284 294 308 312 -5%Washington and Lee University 563 557 557 550 548 547 -3%Total Private, NonProfit, Four-year Institutions 33,475 33,396 34,664 36,023 37,060 39,210 17%Grand Total, All reporting Institutions 120,798 120,458 123,409 126,381 128,265 131,792 9%


Table 9: Total In-State Undergraduate Degree Estimates

INAME 2015-16 2016-17 2017-18 2018-19 2019-20 2020-21Christopher Newport University 1,148 1,124 1,100 1,090 1,080 1,080 -6%College of William and Mary 1,094 1,091 1,073 1,094 1,087 1,097 0%George Mason University 4,413 4,543 4,700 4,870 5,014 5,134 16%James Madison University 3,310 3,028 3,163 3,285 3,335 3,370 2%Longwood University 908 910 922 938 945 959 6%Norfolk State University 868 800 720 648 583 758 -13%Old Dominion University 3,573 3,573 3,573 3,573 3,573 3,573 0%Radford University 1,843 1,800 1,723 1,715 1,698 1,713 -7%University of Mary Washington 901 888 892 906 921 938 4%University of Virginia 2,781 2,740 2,924 2,910 2,904 2,930 5%University of Virginia's College at Wise 279 250 235 237 239 242 -13%Virginia Commonwealth University 4,761 4,764 4,666 4,806 5,003 5,026 6%Virginia Military Institute 207 219 228 224 226 225 9%Virginia State University 646 675 656 662 654 626 -3%Virginia Tech 4,498 4,470 4,664 4,992 5,106 5,127 14%Total Public Four-year Institutions 31,230 30,875 31,239 31,950 32,368 32,798 5%Richard Bland College 205 211 217 224 231 238 16%Virginia Community College System 18,321 18,321 18,689 18,876 19,065 19,256 5%Total Public Two-Year Institutions 18,526 18,532 18,906 19,100 19,296 19,494 5%Total Public Institutions 49,756 49,407 50,145 51,050 51,664 52,292 5%

Appalachian College of Pharmacy - - - - - - Averett University 118 133 140 141 143 144 22%Averett University Non-Traditional 190 197 170 165 168 163 -14%Bluefield College 190 181 185 188 192 202 6%Bridgewater College 339 284 288 308 327 326 -4%Christendom College 22 37 38 40 33 33 50%Eastern Mennonite University 177 163 181 181 201 201 14%Eastern Virginia Medical School - - - - - -


to 2020-21

Actual


Edward Via College of Osteopathic Medicine - - - - - - Emory and Henry College 142 150 150 150 150 165 16%Ferrum College - - - - - - George Washington University 79 105 108 112 116 120 52%Hampden-Sydney College 178 147 154 159 163 167 -6%Hampton University 178 198 205 205 205 205 15%Hollins University 74 72 87 70 85 70 -5%Jefferson College of Health Sciences 484 496 504 512 520 524 8%Liberty University 2,461 2,388 2,382 2,399 2,441 2,465 0%Lynchburg College 343 343 350 357 360 365 6%Mary Baldwin University 212 216 221 225 229 234 10%Marymount University 386 334 354 350 - 345 -11%Randolph College 69 62 62 65 70 77 12%Randolph-Macon College 230 212 246 238 231 238 3%Regent University 520 630 808 940 1,094 1,272 145%Roanoke College 237 233 223 207 206 216 -9%Shenandoah University 322 322 322 322 322 322 0%Sweet Briar College 51 33 26 39 37 52 2%University of Richmond 182 182 180 180 180 180 -1%Virginia Union University 115 103 105 107 109 111 -3%Virginia Wesleyan College 265 231 231 238 249 253 -5%Washington and Lee University 61 61 65 73 76 76 25%Total Private, NonProfit, Four-year Institutions 7,332 7,212 7,475 7,659 7,593 8,210 12%Grand Total, All reporting Institutions 57,088 56,619 57,620 58,709 59,257 60,502 6%


Table 10: Total Degree Estimates, In-State Graduate and Professional

Actual Estimated

2015-16 2016-17 2017-18 2018-19 2019-20 2020-21Christopher Newport University 82 85 88 88 88 88 7%College of William and Mary 345 357 415 420 456 502 46%George Mason University 2,194 2,067 1,996 1,992 1,974 1,997 -9%James Madison University 600 576 584 591 598 603 1%Longwood University 205 170 198 191 187 197 -4%Norfolk State University 156 153 138 124 112 145 -7%Old Dominion University 914 900 859 859 859 859 -6%Radford University 311 278 312 328 338 352 13%University of Mary Washington 155 140 142 144 146 148 -5%University of Virginia 927 915 954 992 1,021 1,050 13%University of Virginia's College at Wise - - - - - - Virginia Commonwealth University 1,341 1,213 1,146 1,170 1,180 1,190 -11%Virginia Military Institute - - - - - - Virginia State University 129 122 116 123 128 134 4%Virginia Tech 1,020 1,019 1,097 1,147 1,147 1,186 16%Total Public Four-year Institutions 8,379 7,995 8,045 8,169 8,234 8,451 1%Richard Bland College - - - - - - Virginia Community College System - - - - - - Total Public Two-Year Institutions - - - - - - Total Public Institutions 8,379 7,995 8,045 8,169 8,234 8,451 1%

Appalachian College of Pharmacy - - - - - - Averett University - - - - - - Averett University Non-Traditional 103 101 108 108 110 115 12%Bluefield College 5 4 6 61 84 89 1680%Bridgewater College - - - 6 9 9 Christendom College 3 9 6 6 6 6 100%Eastern Mennonite University 57 66 66 64 66 68 19%Eastern Virginia Medical School 153 171 180 192 212 240 57%


to 2020-21


Edward Via College of Osteopathic Medicine - - - - - - Emory and Henry College 11 10 25 40 50 50 355%Ferrum College - - - - - - George Washington University 220 210 217 225 230 235 7%Hampden-Sydney College - - - - - - Hampton University 86 61 79 79 79 79 -8%Hollins University 43 45 45 45 45 45 5%Jefferson College of Health Sciences 126 126 134 148 156 164 30%Liberty University 1,882 1,718 1,822 1,835 1,867 1,886 0%Lynchburg College 121 126 126 131 136 136 12%Mary Baldwin University 59 101 132 173 176 180 205%Marymount University 237 241 236 232 237 238 0%Randolph College 5 8 8 8 9 10 100%Randolph-Macon College - - - - - - Regent University 888 1,172 1,378 1,604 1,868 2,176 145%Roanoke College - - - - - - Shenandoah University 280 280 280 280 280 280 0%Sweet Briar College 1 6 9 5 7 9 800%University of Richmond 110 90 90 90 90 90 -18%Virginia Union University 2 7 9 10 11 16 700%Virginia Wesleyan College - - - - - - Washington and Lee University 0 0 0 0 0 0Total Private, NonProfit, Four-year Institutions 4304 4484 4868 5253 5638 6026 40%Grand Total, All reporting Institutions 12683 12479 12913 13422 13872 14477 14%


STATE COUNCIL OF HIGHER EDUCATION FOR VIRGINIA EXECUTIVE COMMITTEE SEPTEMBER 18, 2017 MINUTES Mr. Fralin called the meeting to order at 12:10 p.m. in G.W.C. Brown Memorial Hall Replacement Building, Room 141, Norfolk State University, Norfolk, Virginia. Committee members present: Marge Connelly, Heywood Fralin, Henry Light, Gene Lockhart, and Katharine Webb. Other Council members present: Rosa Atkins, G. Gilmer Minor, William Murray, Carlyle Ramsey, and Thomas Slater. Committee members absent: None. Staff members present: Peter Blake, Beverly Covington, Joe DeFilippo, Alan Edwards, Jodi Fisler, Wendy Kang, Tod Massa, Sylvia Rosa-Casanova, Lee Ann Rung, and Greg Weatherford. Al Wilson from the Office of the Attorney General also was in attendance. CHAIRMAN’S SUGGESTIONS Mr. Fralin advised that he would prefer that Council hold an information session in place of Executive Committee meetings in the future. The Executive Committee would remain in place but would be primarily for emergency meetings. He requested Council input and Ms. Connelly indicated that at least one Executive Committee meeting should be held per year. Mr. Blake asked for clarification on the structure of the information session, and Mr. Fralin said he would like members to have a chance to exchange ideas on a variety of organized topics that would vary from meeting to meeting. Mr. Light suggested, and everyone agreed, that all members should continue to be invited to any Executive Committee meetings that are scheduled. Attendance at the information sessions would be voluntary, but Mr. Fralin requested that each member attend if possible. Mr. Fralin expressed that, while the Council and staff had done a great job of putting together a worthwhile strategic plan, he had concerns about its implementation over time. His suggestion to improve implementation involved members each taking responsibility for one of Council’s six initiatives by providing a report at each meeting. Mr. Fralin said that he would like to improve on Council’s working relationship with college presidents to implement significant policies that impact higher education in Virginia. Toward that end, he would bring the matter before the joint meeting and request that Dr. Cabrera appoint members to work with the Council. This group would help provide facts to legislators about important higher education issues such as tuition, restructuring, funding fluctuations, and efficiencies.


Mr. Fralin also would like the Council to address the students who are missing out on the higher education experience by getting more university personnel involved to advise students in middle and high schools regarding the steps necessary to get into college and be successful. Mr. Lockhart said a conversation with presidents about economic development also is needed. Members provided opinions on the role of research, workforce development and economic development. Mr. Fralin said the ultimate goal should be to provide students with the ability to earn a good living. DISCUSSION OF SCHEV LEGISLATIVE AND BUDGET PROPOSALS Mr. Blake reminded members that Congressman Bobby Scott would be attending the joint meeting that afternoon to lead a discussion on federal higher-education matters, including student financial aid, tax cuts, “free” college, access and completion. Mr. Blake discussed staff’s preliminary legislative and budget proposals and reminded members that the Resources and Planning Committee would address the systemwide budget recommendations; this discussion pertained only to items in the SCHEV budget. He reviewed the legislative proposals, including a modification to the Code of Virginia pertaining to effective dates of Council member appointments, and two proposals from the Private and Out-of-State Postsecondary Education section (distance learning and credits to protect students when an institution fails). Finally, a request was included to remove the Student Advisory Committee (SAC) from the Code of Virginia so that it functions the same as the other SCHEV advisory committees, thereby making it easier for students to participate by phone. Mr. Blake also indicated a few additional requests related to budget items, including outdated Code language and a request to separate SCHEV’s operational budget from two pass-through programs -- Virginia Women’s Institutional Leadership (VWIL) and the Virtual Library of Virginia (VIVA). This separation could better insulate these programs from future across-the-board budget cuts. A request to restore funding to the level of $500,000 for the Fund for Excellence and Innovation (pathways to secondary and postsecondary education) was also included. A proposal to specify direct funding for SCHEV’s support of the Virginia Research Innovation Committee (VRIC) by allowing direct access to the Virginia Research Investment Fund (VRIF) and/or providing a separate appropriation to SCHEV was also proposed. These funds would support SCHEV’s new duty to assist the VRIC and to develop the Commonwealth Research and Technology Strategic Roadmap. VIVA also has proposed an increase in its base funds. Members discussed the need to educate legislators and the gubernatorial candidates of the need to expand research to boost the economy. Mr. Lockhart suggested that Mr. Moret be asked to study the criteria used by Amazon and other companies when deciding where to relocate and assess how Virginia rates on each of those criteria. Ms. Connelly requested that Mr. Moret also provide the Virginia Economic Development Partnership’s (VEDP’s) post-award analysis for Rolls-Royce or others.


MOTION TO ADJOURN Mr. Fralin adjourned the meeting at 1:05 p.m. ____________________________________ Henry Light Council Secretary ____________________________________ Lee Ann Rung Director, Executive and Board Affairs


STATE COUNCIL OF HIGHER EDUCATION FOR VIRGINIA COUNCIL MEETING SEPTEMBER 19, 2017 MINUTES Mr. Fralin called the meeting to order at 9:05 a.m. in G.W.C. Brown Memorial Hall Replacement Building, Room 230, Norfolk State University, Norfolk, Virginia. Committee members present: Ken Ampy, Rosa Atkins, Heywood Fralin, Henry Light, Gene Lockhart, G. Gilmer Minor, Carlyle Ramsey, Thomas Slater, and Katharine Webb. Ms. Connelly participated by phone. Her location was posted in advance in accordance with the Freedom of Information Act requirements. Council members absent: Stephen Moret, William Murray, and Minnis Ridenour. Staff members present: Lee Andes, Peter Blake, Russ Carmichael, Beverly Covington, Joe DeFilippo, Alan Edwards, Jodi Fisler, Dan Hix, Wendy Kang, Tod Massa, Jean Mottley, Paula Robinson, Lee Ann Rung, Greg Weatherford, and Yan Zheng. RECEIPT OF PUBLIC COMMENT Mr. Fralin announced that staff had received no requests for public comment three days in advance of the meeting per Council policy. He invited comments from those in attendance and Mr. Nathan Kottkamp, attorney for McGuireWoods requested to speak on behalf of the American College of Commerce and Technology (ACCT). He asked that Council take no action on this item. Mr. Kottkamp said there was nothing for the Council to act on because SCHEV staff was notified on Friday, September 15 of a change in ownership. He was under the impression that the item had been pulled from the agenda. He explained the alleged violations and noted the steps the new owner has taken to address them. Mr. Kottkamp requested that Council take no action on the matter until the new owner completes an application as a new school. SCHEV staff would then have 90 days to review the application and proceed. Mr. Kottkamp thanked the Council for allowing him to speak. APPROVAL OF MINUTES On a motion by Dr. Ramsey and seconded by Mr. Slater the minutes from the July 18, 2017, meeting were approved unanimously. REMARKS FROM EDDIT MOORE, PRESIDENT, NORFOLK STATE UNIVERSITY Mr. Fralin introduced Dr. Stacey Franklin Jones, Provost of Norfolk State University and read her bio. Mr. Fralin recited the various positions that President Moore has held in the Commonwealth over the years and thanked him for hosting the Council’s meeting and the joint meeting with presidents on September 18.


Dr. Jones provided information about Norfolk State University on behalf of the President. She spoke about the Green and Gold Standard V1.0, which shows how the institution is moving forward. Dr. Jones reviewed the initiatives, including the NSU Spartan application of P-Pods that form the bond around, and focus on a specific interdisciplinary interest, initiative or cause. She cited an example of cyber-psychology, which integrates computer science and psychiatry. These “spods” analyze adversarial decision-making to predict cyber-attack strategies (spods are perpetual scholarly units of students). After he arrived at the meeting, President Moore explained that this initiative was done to improve growth at the institution after NSU lost 2000 students. He indicated that staff and students are excited about the initiative. Council members expressed their thanks to the students and staff that were very helpful and pleasant during the Council’s visit. REPORT OF THE AGENCY DIRECTOR Mr. Blake noted items from his written report and summarized the information included in the attachments related to the Tuition and Fee Report executive summary and the GEAR UP Virginia 2014-21 grant. Six-year plan meetings – Staff completed the biennial six-year plan meetings with the institutions. Mr. Blake acknowledged and thanked Dr. Mottley for her efforts in leading these meetings. The institutions will respond to comments by October 1, at which time the final plans will be posted on the SCHEV website. 2017-18 tuition and fees – Mr. Blake recognized Mr. Hix and Dr. Zheng for their work in producing the report. The average increase of 3.9% in the total cost for an in-state undergraduate student living on campus this year is less than the increase last year due to the unusually low average increases in mandatory non-educational and general fees and room-and-board charges. In fact, this is the lowest increase in these total student charges in the past 16 years. General Professional Advisory Committee meeting – On August 28, Governor McAuliffe, Secretaries Moran and Trent and Deputy Secretaries O’Halloran and Molliet-Ribet participated in the regular meeting with public-institution presidents to discuss the recent events in Charlottesville and at the University of Virginia, the potential impacts on other institutions, and the administration’s responses and associated plans. Dr. Atkins stated her appreciation for the Governor’s declared state of emergency. She was grateful for the level of support in helping the Charlottesville community and reported that the pre-K-12 system had a plan in place to address these events at the start of the school year. Boards of visitors orientation – This year’s featured speakers include Governor McAuliffe, Belle Wheelan (president of the Southern Association of Colleges and Schools Commission on Colleges), and Rick Legon, President of the Association of Governing Boards. All members were encouraged to attend the October 24-25 event.


GEAR UP – Mr. Blake introduced Paula Robinson and she spoke about the seven-year federal grant that is designed to increase the number of low-income students who are prepared to enter and succeed in postsecondary education. Ms. Robinson informed members that the GEAR UP class of 2020 entered high school this year as freshmen. These students will be followed and receive services throughout high school and into their first year of college. She answered questions from members. Council members thanked Ms. Robinson for her good work and that of her staff in carrying out the grant. Mr. Fralin suggested that Mr. Blake draft talking points for visits to legislators. He requested a list of legislators Mr. Blake has already visited. Mr. Fralin asked that Mr. Blake consider including some Council members on his legislative visits. There also was a request to notify Council members well in advance when the next six-year plan meetings will be scheduled to provide them an opportunity to discuss Council priorities. REPORT FROM THE COMMITTEES Report from Executive Committee Mr. Fralin said the Executive Committee discussed legislative and budget proposals for the agency budget that will be submitted in October. He reminded members that all who attended the Executive Committee were in agreement in the Executive Committee to hold an information session in place of Executive Committee meetings. All members were encouraged to attend and topics will vary. The sessions also could include guest speakers who are experts in higher education. The Executive Committee will still exist for the purpose of emergency meetings and to handle Council matters between meetings. Report from Academic Affairs Committee Ms. Webb summarized the following items addressed by the Committee. Action on Programs at Public Institutions The Committee’s recommendation was seconded by Mr. Slater and the following resolutions were approved unanimously (9-0). Ms. Connelly was not available on the line for the vote:

BE IT RESOLVED that the State Council of Higher Education for Virginia grants approval to John Tyler Community College to initiate an Associate of Fine Arts degree program in Theatre (CIP: 50.0501), effective fall 2018.


grants approval to Northern Virginia Community College to initiate an Associate of Science degree program in Criminology and Criminal Justice (CIP: 43.0104), effective spring 2018.


Report on Advance Placement (AP) / International Baccalaureate (IB) Implementation Ms. Webb reported that the Committee discussed the report. She suggested that all members read the report and encouraged them to contact Dr. DeFilippo with any questions. Action on Revocation of Certificate to Operate (American College of Commerce and Technology Ms. Webb read the motion to go into closed session to discuss legal matters. The motion requested that Erick Reynolds from the Office of the Attorney General as well as SCHEV staff associated with the ACCT agenda item be present in the closed session. The motion was seconded by Mr. Minor and approved unanimously. The Council went into closed session at 10:20 a.m. Members returned to open session at 10:45 a.m. Ms. Webb read the attached certification statement. Mr. Slater made the following motion that was seconded by Mr. Lockhart. Ms. Rung conducted a voice vote and the following resolution was approved unanimously (10-0): UPON advice of Counsel, WHEREAS the Virginia Administrative Code states that certification is not transferable and that upon change of ownership the new owner has 45 days to apply for certification, BE IT RESOLVED that Council defers action on ACCT’s certification status pending submission and review of a certification application from the new owner. Report on Advance Placement (AP) / International Baccalaureate (IB) Implementation Ms. Webb provided a brief report on this item. The chairman called for a break at 10:50 a.m. The meeting resumed at 11:00. Report from Resources and Planning Committee Ms. Connelly provided the Committee’s report of the following items: Action on Virginia Guaranteed Admission Program (VGAP) Ms. Connelly invited Mr. Andes to provide an overview of the amendments and he reported on the nationwide trend to use financial aid as an incentive to progression and completion. The amendments, which conform the regulations to the statute, were discussed at the Council’s July meeting and minor technical changes were added to


include feedback from financial aid officers. The Committee’s recommendation was seconded by Mr. Minor and the following resolution was approved unanimously (10-0):

BE IT RESOLVED that the State Council of Higher Education for Virginia approves the amended regulations for the Virginia Student Financial Assistance Program. Council delegates to staff to make future non-substantive administrative changes to the program, as appropriate. Discussion of Enrollment Projections and Degree Estimates Ms. Connelly invited Mr. Massa to provide a brief review of the information. Mr. Massa said not much had changed since the Council’s review in July. Last fall the public institutions met 97% of projected enrollment and 105% of degree targets. The numbers are similar for the private institutions. Mr. Massa’s assessment is that the system is on track to meet 100,000 additional degrees by 2030. He reminded members that Council will approve enrollment projections and degree estimates in October. Discussion of 2018-20 Systemwide Operating Budget Ms. Connelly noted that this item will be submitted for action in October and requested that Mr. Hix provide a summary. Ms. Connelly advised members that it is unlikely that the next budget cycle will yield much additional funding for higher education. However, Council should continue to prepare a budget proposal that aligns with The Virginia Plan and its priorities. Mr. Hix reviewed the summary table on page 201. Mr. Blake reminded the Council that these are options rather than recommendations. The options were developed to give Council a sense of preferred priorities. Mr. Hix answered questions from members. Mr. Fralin said the last time the Commonwealth funded faculty salaries at the 60th percentile was in 2000. Therefore, he requested that staff study the consequences over time. Ms. Connelly suggested looking at attrition rates for faculty. Mr. Slater commended SCHEV staff for its outstanding work in collecting important data in preparation for the Council meetings. Discussion of 2018-20 Systemwide Capital Outlay Budget Ms. Connelly asked Mr. Hix to review the charts on page 212. He discussed the growing amount of deferred maintenance throughout the system, which is debt financed. With regard to new capital outlay, staff predicts little likelihood of funding of this item. Currently, approximately two-thirds of requests are not being met. DISCUSSION OF UPDATES TO THE VIRGINIA PLAN FOR HIGHER EDUCATION Mr. Blake said in response to a request for more Council involvement in the six initiatives, members would be providing updates on each initiative at every meeting.


Dr. Ramsey reported on initiative 1 saying that he and Dr. Atkins have worked with staff. He reviewed the current six accomplishments since fall 2015 and reported that staff is beginning to get feedback. The most difficult part of the plan is implementation and execution. A report card will be issued yearly. Dr. Atkins reviewed the four current activities underway related to initiative 1. Ms. Connelly provided an update on initiative 2. Four considerations for stabilizing funding have been discussed with presidents as well as finance and legislative staff. She summarized the concerns from each group and said staff will now analyze the input to determine next steps. Mr. Slater said a better job needs to be done to promote the ways in which higher education contributes to the state’s economy. Mr. Blake explained that Mr. Ridenour and Mr. Slater worked with staff on initiative 3 and in Mr. Ridenour’s absence, Mr. Slater provided the report. He indicated that good progress is being made on initiatives 2 and 3, which overlap. Mr. Fralin encouraged all members to attend the higher education efficiency conference on October 19 at the Siegel Center. The purpose of the conference is to share best practices from institutions on ways to become more efficient. Mr. Ampy discussed initiative 4 and reported that following an online meeting on October 2, a template will be distributed to institutions that will report to Council through the Academic Affairs Committee. Mr. Lockhart reported that an ad hoc task force of Council members will be formed to define the type of data that is needed but is currently not obtainable from federal sources. Mr. Lockhart said the recent Equifax data breach will affect availability of data. Ms. Webb reported on steps being taken with regard to initiative 5 (communications). She said staff is making good strides with policymakers. She asked all members to sign up for SCHEV Twitter feeds and recommend that their colleagues to follow SCHEV and sign up for the weekly newsletter. Mr. Fralin suggested that staff contact the Chamber of Commerce to ask that rating of higher education support be added to business support in its rating of legislative members. Mr. Light provided an update of initiative 6 (research). He said the funding provided in the last legislative session is a good start. The Virginia Research Investment Committee (VRIC) governs the fund and is chaired by Mr. Blake, and Mr. Fralin is a member of the Committee. However, current research is addressing applied research but there is a need to also jump-start basic research. Mr. Moret is leading an effort at the Virginia Economic Development Partnership (VEDP) in helping to move research from the lab to the marketplace. Mr. Fralin enforced the importance of assigning Council members to work with staff on each initiative because what gets measured gets done. RECEIPT OF ITEMS DELEGATED TO STAFF


Mr. Blake informed members that the items Council delegated to staff were included in the agenda book. As required, a copy of these items is attached to the minutes. NEW BUSINESS None. OLD BUSINESS Mr. Blake provided an update on items requested from members at the last meeting and provided status of each item. Mr. Blake also provided a brief update on a request from May to work with Mr. Ridenour on strategies for staff development. He reviewed some of the new responsibilities that SCHEV has assumed and reported that he is in the process of realigning new and existing staff to support the goals of The Virginia Plan for Higher Education. Mr. Blake reported on the current number of staff and reviewed the areas strengthened and reorganized. An effort is currently underway with the Department of Human Resources Management to review SCHEV’s succession planning for the senior leadership team. Other staff development efforts underway include enrollment in state leadership opportunities and offering SCHEV talks on various topics. He noted that Ms. Webb participated in the first talk and Mr. Ampy is scheduled to discuss business development with staff in October. He is also considering cross-agency training and has been meeting individually with staff to discuss staff development. MOTION TO ADJOURN The meeting adjourned at 12:40 p.m. ___________________________________ Henry Light Council Secretary ___________________________________ Lee Ann Rung Director, Executive and Board Affairs



Agenda Item Item: Council #D5 – Report of the Agency Director Date of Meeting: October 31, 2017 Presenter: Peter Blake, Director

[email protected] Most Recent Review/Action:


Date: Action: Background Information/Summary of Major Elements: N/A Materials Provided: Report of the Agency Director. Financial Impact: N/A Timetable for Further Review/Action: N/A Resolution: N/A



State Council of Higher Education Director’s report October 31, 2017 General Professional Advisory Committee meeting: At the regular meeting with college and university presidents, we discussed the proposed Council budget and policy recommendations for 2018-20; policies for dual enrollment programs between high schools and community colleges; policies for transfer agreements between community colleges and universities; and the board of visitors orientation session. Boards of visitors orientation: More than 35 new board appointees participated in this year’s orientation session. Featured speakers included Governor McAuliffe, Belle Wheelan (president of the Southern Association of Colleges and Schools Commission on Colleges), Rick Legon, President of the Association of Governing Boards, and Secretaries Trent, Brown and Thomasson. Thanks to Council members Heywood Fralin, Katie Webb, Henry Light, Bill Murray, Tom Slater and Rosa Atkins for participating in the event. Joint Subcommittee on the Future Competitiveness of Virginia Higher Education: The subcommittee, made up of four members from the House and the Senate, met October 26. SCHEV staff participated in the planning for the meeting and on panels related to student transfer from community college to university and to the New Economy Workforce Grant Program. Partners for Progress: Over 300 people participated in this event, organized by SCHEV with additional support from Virginia Commonwealth University, the Virginia Business Higher Education Council and Dominion Energy. The event at VCU featured institutional leaders sharing best practices for efficiency and process improvement. Allison M. Vaillancourt, vice president of business affairs & human resources at the University of Arizona, gave a keynote address. Council member Bill Murray welcomed participants on behalf of the Council. Virginia Research Investment Committee: At the October 9 meeting, committee members heard from TEConomy Partners, which is conducting a study of the Commonwealth’s research assets. Also, SCHEV staff convened the panel of external experts to review research proposals for the Virginia Research Investment Fund. VRIC is scheduled to meet December 11 to make the first round of awards to institutional research teams. Summits: Council members and staffs attended summits coordinated by the Virginia Chamber of Commerce and the Virginia Business Higher Education Council. Candidates for governor spoke at both events. In early October I attended the Asian American Pacific Islander summit in Arlington and spoke to the attendees about The Virginia Plan for Higher Education. Financial feasibility reports: Colleges and universities in Virginia are required by law to submit financial feasibility studies to SCHEV and/or the State Treasurer for projects where debt service is to be paid from student fees or other institutional funds.


The purpose of the studies is to show the potential impact of a new capital project on student fees and financial aid. The report is enclosed. Rounding third and heading for home: Dan Hix grew up in Alexandria and developed a passion for Senators baseball and the Washington Redskins. He graduated from the University of Richmond and later from Virginia Commonwealth University. He studied Sociology, which, essentially, makes him a “people person.” He began working at SCHEV in 1979 as a research specialist and quickly established himself as the ace of the SCHEV Softball Academia Nuts starting rotation. Now, 38 years later, he is hanging up his cleats. Mick Tinglehoff started in 240 consecutive NFL games at center for the Minnesota Vikings. And Cal Ripken played 2,632 games for the Orioles. But neither man can surpass the perseverance, stamina and dedication of Dan Hix, who attended over 220 consecutive meetings of the State Council of Higher Education. Thanks to him, we are a better Council and a better Commonwealth. Out and about: Beverly Covington and I have been visiting legislators, often in their home offices. We will continue to meet with as many people we can between now and the General Assembly session. SCHEV Director of Private and Out-of-state Postsecondary Education Sylvia Rosa-Casanova and I attended a Lumina Foundation-sponsored forum on the topic of quality and equity in higher education. The Virginia529 board, on which the SCHEV director serves, held its annual retreat in Alexandria.


Financial Feasibility Study

Colleges and universities in Virginia are required by law to submit Financial Feasibility Studies to SCHEV and/or the State Treasurer for projects where debt service is to be paid from student fees or other institutional funds. The language in the Act is shown below.

§ 4-4.01 GENERAL j. Capital Projects Financed with Bonds: Capital projects proposed to be financed with (i) 9 (c) general obligation bonds or (ii) 9(d) obligations where debt service is expected to be paid from project revenues or revenues of the agency or institution, shall be reviewed as follows: … 2. By August 15 of each year, institutions shall also prepare and submit copies of financial feasibility studies to the State Council of Higher Education for Virginia for 9(d) obligations where debt service is expected to be paid from project revenues or revenues of the institution. The State Council of Higher Education shall identify the impact of all projects requested by the institutions of higher education, and as described in § 4- 4.01 j.1. of this act, on the current and projected cost to students in institutions of higher education and the impact of the project on the institution's need for student financial assistance. The State Council of Higher Education for Virginia shall report such information to the Secretary of Finance and the Chairmen of the House appropriations and Senate Finance Committees no later than October 1 of each year.

Financial Feasibility Studies (FFS) are comprehensive debt-financed capital

outlay project evaluation instruments. Financial Feasibility Studies allow the borrowing institution to provide a complete description of the projects for which state-sponsored debt is being requested and to provide detailed information on the anticipated costs associated with the project and on the sources and uses of funds associated with the project. Part 1 of the instrument consists of four sections; General Information, Cost Information, Revenue Information and General Financial Condition. Part 2 consists of Cost, Revenue and Net Revenues/Coverage spreadsheets.

Under current law, for each applicable project, SCHEV is responsible for receiving FFSs from the institutions, determining the cost to students, estimating the impact of the project on the institution’s need for student financial aid, and reporting its findings to the Secretary of Finance and to the money committee chairmen. Currently, SCHEV’s findings are transmitted simply as an information item. They do not constitute a recommendation of the Council.

The new 9(d) debt amount for projects in FY2019 is about $181.9 million

creating an increased financial aid need of about $2.5 million to support increases in mandatory non-E&G fees. If this need is not funded by general fund need-based financial aid then institutions will likely face the need to finance this debt service on these projects through tuition revenue or other operating revenues.


Fiscal Year Institution Project Debt Amount Major Revenue Sources

Current Mandatory Non-E&G

Fees

Increase in Mandatory Non-E&G

Fees

New Mandatory Non-E&G

FeePercent Increase

Increase in Financial Aid

Need

2018 CWM Construct Sadler West (Multi-use, Student Services) 37,742,000$ Increase to Student Fee 5,538$ 339$ 5,877$ 6.1% $ 476,398 Subtotal 37,742,000$

2018 JMU Warren Hall Renovation/Addition (Student Services) 77,000,000$ (1)Increase to Comprehensive Fee 4,628$ 331$ 4,959$ 7.2% 1,780,322$ 2018 JMU East Campus Infrastructure Phase 1 (Power Plant) 14,800,000$ (2)Increase to Comprehensive Fee 4,628$ 36$ 4,664$ 0.8% 193,422$

Subtotal 91,800,000$

2018 ODU Construct Student Services Building (Student Services) 3,810,000$ (3)Increase to Student Health Fee 3,702$ 6$ 3,708$ 0.2% 45,919$ Subtotal 3,810,000$

2018 VCU Sanger Hall Renovations, Phase 3 (Labs Renovation) 8,160,000$ FACR Cost Recovery 2,141$ N/A N/A N/A -$ Subtotal 8,160,000$

2018 VT Replace Randolph Hall (Instruction and Research) 27,375,000$ Private Gifts 1,967$ N/A N/A N/A -$ 2018 VT Corps Leadership and Military Science Building (Instruction) 13,000,000$ No Impact on Student Fees 1,967$ N/A N/A N/A -$

Subtotal 40,375,000$

Grand Total 181,887,000$ 2,496,061$

(1) Fee Increase is spread across four years with the first increase beginning in 2019-20. (2) Fee Increase represents 67% of the revenue sources. Other revenues sources are room fee increase (26% increase) and dining fee (7% increase). (3) Fee Increase is $6 each year over two years.

SCHEV - Estimated Impact of New 9(d) Debt on Student Fees and Financial Aid Need - 2018-19


Summary of Academic Affairs Committee Actions & Discussions (Chair: K. Webb)

#B3, Discussion of a Data and Policy Agenda for the Commonwealth #B4, Briefing on Examination of Access to Postsecondary Education for Students with Disabilities in Virginia #B5, Update on Accrediting Council for Independent Colleges and Schools (ACICS) #B6, Update on the State Authorization Reciprocity Agreement (SARA) in Virginia


Summary of Resources and Planning Committee Actions & Discussions (Chair: M. Connelly) #C3, Action on 2018-20 Systemwide Operating Budget:

WHEREAS, higher education, in all its forms, has transformative powers and is both a public and a private good, and

WHEREAS, the erosion of state funding has resulted in students and

their families shouldering an ever increasing portion of the financial burden through tuition increases and,

WHEREAS, Goal #1 of the Virginia Plan for Higher Education is to provide

affordable higher education access for all, with the alignment of state appropriations, financial aid, and tuition and fees being critical to attaining this goal and thereby enabling our graduates to compete in the market place and to contribute to a healthy economy, now therefore,


recommends that additional operating budget appropriations be provided in the 2018-2020 biennium for:

Cost of education, $7.2 million from the general fund and $7.4 million in

nongeneral funds for a total of $14.6 million in FY2019 and $14.4 million from the general fund and $14.7 million from nongeneral funds for a total of $29.1 million in FY2020;

Faculty recruitment and retention, $27.7 million from the general fund

and $28.7 million from nongeneral funds for a total of $56.4 million in FY2019 and $56.6 million from the general fund and $58.5 million from nongeneral funds for a total of $115.1 million in FY2020;

Operation and maintenance of new facilities coming online, $8.6 million

from the general fund in FY2019 and $17.2 million from the general fund in FY2020 for a total of $25.8 million for the biennium;

Virginia Plan initiatives: student access, success and talent

development, $6.5 million from the general fund and $6.5 million from nongeneral funds for a total of $13 million in FY2019 and $8.5 million from the general fund and $8.5 million from nongeneral funds for a total of $17 million in FY2020;

Higher Education Equipment Trust Fund, $16.2 million from the general

fund for debt service in FY2020; Undergraduate student financial aid, $16.2 million from the general fund

in FY2019 and $29.3 million from the general fund in FY2020;


Graduate student financial aid, $3.0 million from the general fund in FY2019 and $6.0 million from the general fund in FY2020;

Two-year transfer grant, $300,000 from the general fund in FY2019 and

$775,000 from the general fund in FY2020. Tuition Assistance Grant, $1.4 million from the general fund in FY2019

and $6.6 million from the general fund in FY2020; New Economy Workforce Credential Grant, $1 million from the general

fund per year in 2018-20 biennium. Restoration of financial benefits, $4 million from the general fund and

$1 million from nongeneral funds per year in 2018-20 biennium. Fund for excellence and innovation, $275,000 from the general fund per

year in 2018-20 biennium; Virtual Library of Virginia, $945,000 from the general fund in FY2019 and

$1.3 million from the general fund in FY2020; Staffing for Virginia research investment, $350,000 from the general

fund in FY2019 and $460,000 from the general fund in FY2020;

BE IT FURTHER RESOLVED that the State Council of Higher Education for Virginia recommends that additional funding for cost of education and institutional priorities recommended here come primarily from the general fund, thereby mitigating the need for institutions to increase tuition revenue.

BE IT FURTHER RESOLVED that the State Council of Higher Education for

Virginia recommends that institutions would have discretion to use the additional appropriations for priorities that improve affordable access, enhance student success, foster change and improvement and promote economic and cultural prosperity – the four goals of The Virginia Plan for Higher Education.

BE IT FINALLY RESOLVED that the State Council of Higher Education for Virginia recommends the pursuit of further restructuring, as set forth in Section E. (Policy Considerations in Support of More Sustainable and Efficient Funding) of the attached document, that advances stable and predictable funding, institutional autonomy and efficiency, and more affordable options to high quality education.

#C3a., Action on 2018-20 Systemwide Capital Outlay Budget: Maintenance Reserve BE IT RESOLVED that the State Council of Higher Education for Virginia recommends the appropriation of $121,521,931 annually from the general fund to the Maintenance Reserve Program for higher education institutions in the 2018-20 Biennium.


#C3b., Action on 2018-20 Systemwide Capital Outlay Budget: New Capital Outlay

BE IT RESOLVED that the State Council of Higher Education for Virginia calculates a need for $1,158,787,800 from the general fund and $99,834,600 from nongeneral funds and debt proceeds to support the capital outlay needs of the Commonwealth’s system of public higher education.

BE IT FURTHER RESOLVED that the State Council of Higher Education

for Virginia recommends that priority for debt authorization be provided for the Maintenance Reserve Program. #C4, Action on Enrollment Projections and Degree Estimates: BE IT RESOLVED that the State Council of Higher Education for Virginia approves the FY 2017-2021 institutional enrollment projections and degree estimates as reflected in Tables 1-10 for the purposes of budgetary and fiscal planning, and performance measurement. Staff is directed to make the detailed enrollment targets and degree estimates available to the public via the SCHEV website.

BE IT FURTHER RESOLVED that approval of these institutional enrollment targets does not constitute either implicit or explicit approval of any new program, site, higher education center, or campus determined by an institution as necessary to achieve these targets.



Agenda Item

Item: Council #D8 – Discussion of Updates to The Virginia Plan for Higher Education Date of Meeting: October 31, 2017 Presenters: Peter Blake, Director [email protected] Most Recent Review/Action:


Date: The Council receives updates at every meeting relative to The Virginia Plan, the most recent being September 18 at Norfolk State University. Background Information/Summary of Major Elements: At its September 2015 meeting Council approved six priority initiatives in support of goals of The Virginia Plan. Materials Provided: Brief updates on selected activities related the initiatives are included in the agenda materials. Individual Council members will provide additional details. Financial Impact: N/A Timetable for Further Review/Action: N/A Resolution: N/A



INITIATIVE 1: Coordinate the development and implementation of programs that align resources from pre-K-12, colleges, universities and other public sources to ensure affordable, efficient and effective pathways for students in all parts of the state.

Report on college access SCHEV recently released a report on college access. The report categorized school divisions by levels of economically disadvantaged students and the rate at which high school graduates enrolled in postsecondary education. It also identified services available to students and challenges faced by access providers (http://www.schev.edu/index/reports/schev-reports/access-study). The report was featured in the Richmond Times Dispatch and on public radio’s WVTF. Additional briefings are scheduled as part of our upcoming state and regional partnership meetings with education leaders. Dual enrollment and general education transfer SCHEV has established an Advisory Committee on Dual Enrollment and General Education Transfer to assist with implementation of two bills passed in the 2017 General Assembly: HB1662 (Dual Enrollment and General Education) and SB 1234 (Passport Credit Program). The committee met July 20 and October 19.

Examination of Access to Postsecondary Education for Students with Disabilities in Virginia Staff has completed a report on access for students with disabilities, which takes a comprehensive look at challenges students face in accessing and succeeding in postsecondary education. The report advances recommendations for integrating students with disabilities into the Commonwealth’s student success goals. Detailed information is provided in an agenda item of the Academic Affairs Committee.

INITIATIVE 2: Seek legislative changes that support stable and sustainable public funding for higher education, such as a constitutional amendment, a dedicated funding source, and a revenue stabilization fund.

Virginia Business Higher Education Council conference. Council members Heywood Fralin, Gil Minor, Katie Webb, Tom Slater and Stephen Moret participated in the conference, which also featured appearances by two gubernatorial candidates. Mr. Fralin and Peter Blake gave a presentation on how The Virginia Plan for Higher Education aligns with the new Growth4VA initiative, notably in areas of degree and credential attainment and economic development. Recommendations for 2018-20 biennium At the September meeting, the Council continued its deliberations relative to recommendations for operating budgets, capital appropriations, and student financial aid. At the October meeting, SCHEV staff presents for Council action a set of recommendations related to both Initiatives 2 and 3.


http://www.schev.edu/index/reports/schev-reports/access-study

http://www.richmond.com/news/local/education/virginia-higher-education-summit-highlights-ties-between-college-and-economic/article_a128eb38-9358-5102-a6dc-87298bbf59e9.html

http://wvtf.org/post/study-post-high-school-education-lags-some-parts-virginia

INITIATIVE 3: Review and recommend potential initiatives for further restructuring and shared services that enhance institutional and administrative flexibility and improve quality and efficiency.

Advancing additional restructuring Council members and staff continue discussions with institutions and policy makers about restructuring. At the October meeting, staff will present for Council action a set of action items the Governor and the General Assembly can take to advance effectiveness and efficiency in our system through further institutional autonomy and statewide planning. Conference on innovations and efficiencies In cooperation with the institutions, SCHEV presented a conference called “Partnering for Progress: innovations and efficiencies making a difference,” on October 19. Nearly 300 people participated. Council member Bill Murray welcomed the attendees.

INITIATIVE 4: Collaborate with institutions to measure the quality of undergraduate education, including civic engagement of graduates and relevance to demand occupations across regions of the state.

Policy on student learning assessment and quality in undergraduate education The Assessment Policy Implementation Advisory Group met October 2. The group is advising the Council on the student learning assessment policy the Council approved in July. Universities and Richard Bland College will submit assessment plans to SCHEV by June 30, 2018. The Virginia Community College System will submit its plans no later than November 30, 2018.

Private sector regulation Staff has drafted a proposed change to the Virginia Administrative Code to close a loophole in the current regulation. New regulatory language will ensure that once a proceeding to revoke an institution’s certificate to operate has begun, the process will not be halted by a change of ownership except by action of Council. Staff will present the proposed change to the Career College Advisory Board and a select group of regulated institutions for comments prior to submitting the change in regulation.

INITIATIVE 5: Launch a communications strategy to address public knowledge and benefits of higher education, through Council reports, traditional media, social media and other means.

SCHEV newsletter subscription growth and customer satisfaction Following the discussion at the last Council meeting, we added selected legislative members and staff to the newsletter distribution list. In addition, we added participants in the Partnering for Progress conference. The list now has over 1,000 subscribers. We also surveyed subscribers. Of those who


responded (12% of the total), 94% reported that they were satisfied or very satisfied with the newsletter, and 96% rated the information as high quality or very high quality. SCHEV Talks Council member Ken Ampy joined SCHEV staff in a discussion of innovation in the workplace based on his experience as the CEO of a company he started over 20 years ago. More than 25 staff members attended, some of whom asked questions about how they could apply innovation in the SCHEV workplace.

INITIATIVE 6: Promote economic development for the Commonwealth by implementing a long-term plan that supports recruitment and retention of research faculty, provides matches to federal and private research grants and enhances commercialization of higher education research.

Research-asset assessment study Tom Slater attended the October 9 meeting of the Virginia Research Investment Committee (VRIC), which Peter Blake chairs and on which Heywood Fralin serves as one of four members from the GO Virginia board. The Committee reviewed initial findings from the consultant with which SCHEV contracted to assist with VRIC’s assessment of the Commonwealth’s research assets, as called for in the state budget.

Virginia higher education as level for economic development Council member and Virginia Economic Development Partnership president Stephen Moret met recently with the General Professional Advisory Committee, comprising the public college and university presidents. Among the topics is the relationship between higher education and economic development.



Agenda Item

Item: Council #D9 - Receipt of Items Delegated to Staff Date of Meeting: October 31, 2017

Presenter: Peter Blake, Director [email protected] Most Recent Review/Action:


Date: March 20, 2002, July, 2002, September 2006 Action: The Council approved delegation of certain items to staff

Background Information/Summary of Major Elements: Council delegated certain items to staff for approval and reporting to the Council on a regular basis.

Materials Provided:

Program actions approved/not approved:

• John Tyler Community College • Lord Fairfax Community College • Thomas Nelson Community College

Diploma, Certificate, Discontinued and Modified Programs reported:

• Old Dominion University • The College of William and Mary

Internal and Off-Campus Organizational Changes approved:

• Radford University • The College of William and Mary • Virginia Polytechnic Institute and State University



Items Delegated to Director/Staff Pursuant to the Code of Virginia, § 23.1-203 and Council’s “Policies and Procedures for Program Approval and Changes,” the following items were approved/not approved as delegated to staff:

Program Actions

Institution Degree/Program/CIP Effective Date John Tyler Community College

New Degree Program Approved: Associate of Applied Science degree program in Advanced Manufacturing Technology (15.0613) [Conferral: Fall 2018]

Spring 2018

Lord Fairfax Community College

New Degree Program Approved: Associate of Applied Science degree program in Medical Laboratory Technology (51.1004) [Conferral: Spring 2019]

Spring 2018

Thomas Nelson Community College

Program Title Change Approved: Associate of Applied Science Degree in Computer Arts to an Associate of Applied Science degree in Graphic and Media Design (50.0401)

Spring 2018

Pursuant to the Code of Virginia, § 23.1-203 and Council’s “Policies and Procedures for Program Approval and Changes,” the following items were reported:

Diploma, Certificate, Discontinued and Modified Programs

Institution Degree/Program/CIP Effective Date Old Dominion University

Initiate a new Graduate Certificate in Healthcare Executive (51.0701) [Conferral: Summer 2018]

Spring 2018

The College of William and Mary in Virginia

Simple Program Modification: Modify the credit hours of the Master of Business Administration degree program in Business Administration (52.0101) from 59 to 62 credit hours.

Spring 2018

Pursuant to the Code of Virginia, § 23.1-203 and Council’s “Policies and Procedures for Internal and Off-Campus Organizational Changes,” the following items were approved as delegated to staff:

Institution Change/Site Effective Date

Radford University Rename the College of Science and October 31, 2017


Institution Change/Site Effective Date Technology to the Artis College of Science and Technology. The college has been re-named in accord with a gift agreement.

The College of William and Mary in Virginia

Establish an off-campus instructional site: Peninsula Center at 41 Old Oyster Point Road, Interstate Professional Center, Suite F, Newport News, Virginia 23602.

September 15, 2017.

Virginia Polytechnic Institute and State University

Rename the Department of Foreign Languages and Literatures to the Department of Modern and Classical Languages and Literatures. The change removes inaccurate connotations associated with the word “foreign” and reflects the scope and diversity in the languages offered by the department.

October 30, 2017


Rename the Department of Human Development to the Department of Human Development and Family Science. The change recognizes the curricular centrality of family science within in the department and the expertise of department faculty.

September 15, 2017


Rename the Department of Science and Technology in Society to the Department of Science, Technology, and Society. The change aligns the department’s nomenclature with conventions in the field.

September 15, 2017



Item: Council # D11 – Old Business Date of Meeting: October 31, 2017 Presenter: Peter Blake, Director

[email protected] Most Recent Review/Action:


Date: Action:

Background Information/Summary of Major Elements: The Council has asked that two items be presented as Old Business at its meetings. One item includes a list of Council priorities presented at previous meetings. From recent meetings, Council requested information on the following items:

• A presentation on student retention, progression and graduation (scheduled for March 2018)

• A formation of an advisory body for the SCHEV’s data systems (presented for discussion at the October 2017 meeting)

• Additional research on presentation made by Stephen Moret relative to “malemployment” and actions institutions can take to stimulate greater economic development (in process)

• A public statement about defining SCHEV’s certification of an institution to operate (in process)

• An assessment of faculty recruitment and retention at a time of limited resources for faculty salary increases (to be determined)

• An assessment of student mobility, especially across state lines (to be determined, potentially in association with a review of SCHEV’s data systems)

The second item Council asked to be included as Old Business is a periodic review of SCHEV staff development initiatives. Director Blake will present information related to staff development at the October meeting. Materials Provided: N/A



Financial Impact: N/A Timetable for Further Review/Action: These items will remain on the Old Business agenda until they are removed. Resolutions: N/A


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