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Cindy Sheldon Kay Smarr Joe Molmer July 2019 FLOW CHART Get REALLY familiar with the Handbook Learn the Lingo! Print out the substantive change chart in the Handbook and share it with staff Have the Policies and Rules handy as well 1 2 3 1

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Page 1: The Annual Report - July 2019 - Council on Occupational ...€¦ · •Pay attention to the Page Audit and perform a Full Audit frequently The period for report data (all sections

Cindy SheldonKay SmarrJoe MolmerJuly 2019

FLOW CHART

Get REALLY familiar with theHandbook

Learn the Lingo!

Print out the substantive change chartin the Handbook and share it withstaff

Have the Policies and Rules handy aswell

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A Requirement for Continued Status

Continued candidate status or accreditation is determined annually by Commission approval of institutional annual reports. Candidate institutions must show progress toward meeting standards and criteria, and accredited institutions must show that they are complying with standards, criteria, and conditions for continued accreditation.

~Handbook of Accreditation, Substantive Obligations

What’s it all about?

Other Benefits?

• Keeps institutions aware of the many criteria that must be met at all times

• Provides valuable student achievement data

AND IDEALLY…

• Is used to encourage on‐going staff involvement in the accreditation process – a continuous improvement process

• Is used to promote continuous self‐study preparation

EVERY Year?!?

ALL member institutions submit annual reports…

EVERY YEAR!

With ONE exception…Institutions accepted as candidates for accreditation AFTER February are NOT required to submit an annual report 

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Where is it?MyCouncilOnly Candidate and Accredited Institutions and team

members and leaders have access to MyCouncil

The Chief Administrative Officer of the institution must be invited to participate by the Council

Other users from institution staff and faculty are invited by Chief Administrators

User accounts must be activated and permission granted to them by the CAO to enable interactive features like the Annual Report

Log into MyCouncil using the link on the COE website home page

(www.council.org)OR

Use the direct URL: http://my.council.org

Firefox browser works best with the software

The Annual Report Screen:

Section Bar

Data Entry Area

Task Bar

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• Print a hard copy of your report (Audit Review/Print Form), OR, use CTRL/P to print any screen in the software

• Use the Excel Spreadsheet on the Council website for CPL data collection/reporting…throughout the year!

• Use the HELP MANUAL as you go through the software

• Make assignments if more than one person will be in the software

• Pay attention to the Page Audit and perform a Full Audit frequently

The period for report data (all sections except CPL data):

Public/Non-Public/Job Corps/ Apprenticeships:

July 1, 2018–June 30, 2019

Federal Institutions:

October 1, 2018 – September 30, 2019

Report Types (based on institution type):Generic (Public and Non-Public)FederalJob CorpsApprenticeship

Report Versions:Short Version – for institutions that

hosted or will host an accreditation team visit in 2019

Long Version – for all others

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Page 5: The Annual Report - July 2019 - Council on Occupational ...€¦ · •Pay attention to the Page Audit and perform a Full Audit frequently The period for report data (all sections

• Combined FTE (Full‐Time Equivalent)• Combined FTE (Full‐Time Equivalent)1

• General Questions• General Questions2

• Conditions of Accreditation• Conditions of Accreditation3

• Standards (1 through 10)• Standards (1 through 10)4

• Criteria for Publications• Criteria for Publications5

• Postsecondary Programs • Postsecondary Programs 6

• Secondary Programs • Secondary Programs 7

Response Options

YES always indicates compliance

NO indicates non-compliance

Every NO requires an explanation

REMINDER: Conditions of Accreditation are found in sections

3, 4, and 5 of the Handbooks

(Conditions are also found at the beginning of every set of check sheets for accreditation visiting teams.)

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Standard criteria found in the report are those in the latest Handbooks of Accreditation (Section 6 of the Handbooks)

Answer questions in Standard 2 with ALL program offerings in mind

Definition for Publications found in Section 7 theHandbooks

Institutions must have one or more publications that provide this information

FTE is the number used by the Council to measure the size of the institution in terms of full time student load

It is the figure the Council uses to apply annual dues

Federal Institutions may use Average on Board figure (AOB) in place of this calculation

Apprenticeship Institutions may use differentcalculations for on‐the‐job learning hours

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FTE is calculated using the total number of hours that students are scheduled for instruction during the reporting period in all programs, at all campuses

Program hours to include in this calculation:

All technical and career preparation programs offered on acontinuous, open‐enrollment basis

Vocational ESL Programs

General education courses that are required for program completion

Secondary Programs (If included in the accreditation of the institution)

Remedial classes

Programs that are not career preparationprograms

Exploratory programs for secondarystudents

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or

or

900 Clock/

Contact Hours

45 QuarterCredit Hours

30 Semester

Credit Hours

1FTE

Using the length of programs to calculate FTE

Using head count to calculate FTE

Using more than one measurement method (clock hours/quarter credits/semester credits) UNLESS you measure programs differently

This worksheet is provided for your use ONLY if you have no other way of determining the total number of scheduled hours.

The FTE worksheet is available atwww.council.orgApplications and FormsInstitutional Annual Report Forms

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Page audits occur every time ‘SAVE’ is used

A full ‘Audit Review’ must be activated before the‘Final Submit’ option is made available (any missing data is detailed)

Report cannot be completed until all audit error messages are resolved

FridayDecember 6, 2019

Kay Smarr [email protected]

Joe Molmer [email protected]

Cindy Sheldon [email protected]

Tami Maynard [email protected]

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34 - Council on Occupational Education

SUBSTANTIVE CHANGE

Documentation Required CommissionReview/

ApprovalRequired

*SiteVisit

RequiredFee

Required

Letter of Notifi cation Application

GOVERNANCE/CONTROL

Change of Governance●

Change of Ownership or Control ● ● ● $3,000

Change of Stock, not Control●

Change of 50% or More in the Voting Membership of a Non-Profi t Institution’s Board

● ● ● $3,000

INSTITUTIONAL

Converting a Branch to a Main Campus ● ● ● $3,000

Main Campus/Branch Campus Relationship Change

● ● ● $3,000 Per Change

Signifi cant Reduction in Funding Level●

Merger of Two or More Institutions (See Section VII for defi nition.) ● ● ● $3,000

Change of Name ● $500

Change of Location (A change of location is defi ned as a physical relocation of an existing main, branch, or extension campus)

● ● ● $1,000

Withdrawal from Accreditation/Candidacy●

Monitoring Institutional Growth (See Montioring)

Contractual Agreements for Consulting or Recruiting (Third-party review fee may apply)

ADDITIONAL NON-MAIN CAMPUS SITES (Only one application for the establishment of a new non-main campus shall be accepted at a time. An application for a second non-main campus site will not be accepted until after the on-site visit of the fi rst application and fi nal approval is granted by the Commission.)

Branch Campus ● ● ●$1,500

(Plus Dues)

Extension Campus ● ● ●$1,500

(Plus Dues)

Instructional Service Center ● ● ●$1,500

(Plus Dues)

Extended Classroom ● ● ● $1,500

Permanent Closing of a Non-Main Campus Site ●

$500 PerLocation

Planned substantive changes include, but are not limited to, the following:

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2019 Substantive Change Chart Public, Non-Public, and Apprenticeship Institutions (Excerpt from the Handbook of Accreditation)
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Handbook of Accreditation - 35

SUBSTANTIVE CHANGE

Documentation Required CommissionReview/

ApprovalRequired

*Site Visit

RequiredFee

Required

Letter of Notifi cation Application

PROGRAMMATIC

New Non-Degree Program●

(Public-Mini-form only)

● $500

New Non-Degree Program Outside Current Scope (Change of Scope)

●(Public-Mini-form only)

● ● ● $500

Initial Associate Degree Program (Change of Scope) ● ● ● $1,000

New Associate Degree Program (Subsequent Application within Current Scope) ● $500

Program Relocation/Replication(Non-Public Institutions)

●(Public-Mini-form only)

● $250

Program Modifi cation (Course Prep Hour Calcula-tion to Supplement Title IV) - Initial Approval and Updates to Course Prep Calculation

● $250

Change in Existing Program - Increase/Decrease in Length of Less Than 25% (Only one such change per program can be pro-cessed within a 12-month period.)

●(Public-Mini-form only)

●(Non-Public)

$250

Change in Existing Program - Increase in Length of 25% or More (Only one such change per program can be processed within a 12-month period.)

● ●$250

Change of Program Name●

Institutional Distance Education Delivery (See Section VII for defi nition.) ● ● ● $1,000

Contractual Agreements for Instruction (with entities that are/are not Title IV,HEA certifi ed) ● ● $1,500

Clock Hour/Credit Hour Conversion ● ●$250 PerProgram

Deleting an Educational Program (Programs with no students currently enrolled) ●

Teach Out of a Program (conducted within institution)

●(Public-Mini-form only)

Teach Out Plans/Agreements (conducted with an outside entity) ● ●

IMPORTANT: A moratorium will be placed on the acceptance of, processing, and approval (both initial and fi nal)

of ALL substantive changes beginning six months prior to the scheduled dates of accreditation team visits through the date the Commission grants initial accreditation or reaffi rmation of accreditation.

EXCEPTION: Program additions and changes may be approved after the last day of an accreditation visit for initial or reaffi rmation of accreditation only for the purpose of compliance with fi ndings stated in the offi cial team report.

Institutions in candidate status are not permitted to apply for approval of substantive changes of any kind.

* Required site visits must be conducted within 180 days of the eff ective date of initial approval by the Commission and may require a deposit.

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34 - Council on Occupational Education

Substantive Changes for the Federal Community *

Documentation Required CommissionApproval Required

Site Visit Required

FeeRequired

NotifyFederal

COPPOCLetter of Notifi cation Application

GOVERNANCE/CONTROL

Change in Chief Administrator, Commander, or Accreditation Liaison Offi cer assigned to the institution

● ●

Change of governance ●

Execution of an agreement which eff ectively nullifi es the power of the governing board of an institution to control the institution

INSTITUTIONAL

Change of name ●

Converting a branch to a main campus

● ● $3,000

Change of location ● ● ● $1.000

Change in the relationship between an existing branch and main campus

Signifi cant change in institutional funding or resourcing over the previ-ous year (greater than 25%)

Merger of two or more institutions ● ● $3,000

Withdrawal from accreditation ●

ADDITIONAL NON-MAIN CAMPUS SITES

Establishment of a branch campus ● ● ● $1,500

Establishment of an extension campus

● ● ● $1,500

Permanent closing of a non-main campus site ●

PROGRAMMATIC

Change in the institution’s mission or programmatic scope ●

Integration of distance education delivery methods into a program that previously operated without a distance component ●

*Federal institutions should work closely with COE to identify each perceived change consistent with intentand time lines described within this handbook. Once confi rmed as a substantive change, COE may considerfee reductions and/or waivers based on the special needs and circumstances of each institution.

IMPORTANT: A moratorium will be placed on the acceptance, processing, and approval of ALL substantive changes beginning 6 months prior to the scheduled dates of accreditation team visits through the date the Commission grants initial accreditation or reaffi rmation of accreditation.

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2019 Substantive Change Chart Federal Institutions (Excerpt from the Handbook of Accreditation)
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Publication (e.g. catalogs/brochures/pamphlets/web sites)—A catalog and/or other official documents which are made available through various media (hard copy or online) to provide the information specified below that must be readily available to students, prospective students, and other constituents.

a. The publication(s) must contain and accurately depict the following:

1. Institutional mission2. Admission requirements and procedures3. Policy on the transfer of students between programs within the institution4. Policy on the transfer of students from other institutions5. Policy on the transfer of credits that includes a statement of the criteria

established by the institution regarding the transfer of credit earned at anotherinstitution

6. Basic information on programs and courses, with any required sequences andfrequency of course offerings explicitly stated

7. Program completion requirements, including length of time required to obtaincertification of completion

8. Faculty (full-time and part-time listed separately) with degrees held and theconferring institution

9. Description of institutional facilities readily available for educational use10. Rules and regulations for conduct11. Tuition, fees, and other program costs12. Opportunities and requirements for financial aid13. Avocational programs/courses that are neither accredited by the Council, nor

qualify students to receive Title IV financial aid (such as ESL programs)14. Policies, procedures, and time frame for refunding fees and charges to students

who withdraw from enrollment15. National and/or state legal requirements for eligibility for licensure or entry into

an occupation or profession for which education and training are offered16. Any unique requirements for career paths or for employment and advancement

opportunities in the profession or occupation described17. Grading system18. Academic/school calendar19. Street address and telephone number of each campus of the institution (main

campus and each additional permanent site)20. Institution’s student grievance procedure which includes the Commission’s

mailing address, telephone number, and web site address

b. Other publications that make any reference to the institution’s status (candidacy oraccredited) with the Commission must be accurate and must include the name,

address, telephone number, and web site address of the Commission. (In lieu of

reference to the Commission, the institution may use the following statement: “Forinformation about national and program accreditation, contact the institution.”)

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Excerpt from the Handbook of Accreditation Section VII. Definitions
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Publication (Federal)—A catalog and/or other official documents which are made available through various media (hard copy or online), to provide the information specified below that must be readily available to students, prospective students, and other constituents. (Federal institutions are required to take appropriate measures to ensure personally identifiable information [PII] is not released to unauthorized entities.)

a. The publication(s) must contain and accurately depict the following information:

1. Institutional mission.2. Admission requirements and procedures.3. Policy on the transfer of students between programs within the institution (if

applicable).4. Policy on the transfer of credits that includes a statement of the criteria

established by the institution regarding the transfer of credit earned at anotherinstitution (if applicable).

5. Basic information on programs and courses, with any required sequences andfrequency of course offerings explicitly stated.

6. Program completion requirements, including length of time required to obtaincertification of completion.

7. Faculty (full-time and part-time listed separately) with degrees held and theconferring institution.

8. Description of institutional facilities readily available for educational use.9. Rules and regulations for conduct.

10. National and/or state legal requirements for eligibility for licensure or entry intoan occupation or profession for which education and training are offered (ifapplicable).

11. Any unique requirements for career paths or for employment and advancementopportunities in the profession or occupation described.

12. Grading system.13. Academic/school calendar.14. Street address and telephone number of each campus of the institution (main

campus and each additional permanent site).15. Institution’s student grievance policy, which includes successive procedures

showing the Commission’s mailing address, telephone number, and web siteaddress as an avenue of last resort.

b. Other publications that make any reference to the institution’s status (candidacy oraccredited) with the Commission must be accurate and must include the name,address, telephone number, and web site address of the Commission. (In lieu ofreference to the Commission, the institution may use the following statement: “Forinformation about national and program accreditation, contact the institution.”)

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Excerpt from the Handbook of Accreditation: FEDERAL VERSION Section VII. Definitions