To address some of the financial challenges facing low-income students, federal policymakers enacted a provision in the 2008 Higher Education Opportunity Act (HEOA) that makes financial literacy a required service of all TRIO programs (or, in the case of McNair, simply makes permissible). Effective August 2008, these programs started offering…

The experience of a small liberal arts college in repackaging and remarketing the entire institution to boost continuing education enrollment is described. The marketing team followed current theories, establishing the division as a self-generating unit with a small annual operating surplus. Proceeds are reinvested for periods of low enrollment.…

This document describes total cost of ownership (TCO) as a useful tool in the effective planning of technology use in schools. TCO is an analysis of all the costs of computer technology in a school in comparison with the value derived from the current investment. It also includes an assessment of strategies that can be implemented to reduce costs.…

The activity-based costing (ABC) method of analyzing institutional costs in higher education involves four procedures: determining the various discrete activities of the organization; calculating the cost of each; determining the cost drivers; tracing cost to the cost objective or consumer of each activity. Few American institutions have used the…

Essentially an application of installment purchase concepts to higher education, the Zero Cash Plan allows students without cash from family resources for room, board, and tuition to attend Cazenovia College (New York) by deferring parent contributions until after graduation. The program has evolved to meet changing student and institution needs.…

A number of economic and social factors suggest that this is an appropriate time for colleges and universities to review employee retirement plans. Information that employees should have for retirement planning is reviewed, and basic principles for institutions to use in selecting a pension company are outlined. (MSE)

This book provides conceptual and practical strategies for the data and information collection and analysis needs of a diverse group of institutions, ranging from small rural community colleges to large urban research institutions. The model framework is designed for use by any size or type of institution and gives a broad overview of various…