ASPIRE Development & COE Fair Share: Do you know the Difference? Amy Verlanic, Executive Director for the Institute for Educational Opportunities, Montana Tech Dan Benge Ph.D., Director of Upward Bound and Educational Talent Search, MSU BIllings

True of False? COE Fair Share campaign encompasses an Institutional Membership to COE, annual giving campaigns (personal donations or 10 for 10’s), and a subscription package? True

True of False ? Contributions to COE Fair Share allows COE to provide advocacy, professional development, and research focused on helping disadvantaged students enroll and complete a postsecondary education? True 94% of unrestricted funds comes from IM’s 6% of COE’s unrestricted funds comes from personal donations COE annual budget is Conduct National/Regional Conference Calls for Advocacy Create Marketing Materials for Grassroots Efforts (i.e., TRIO Alumni Associations) Provides free Policy Seminar registrations for states who meet specific participation levels qualifications Send COE Staff to train and present at attend Regional and/or State Conferences Maintain Social Media presence for TRIO Advocacy (i.e., social media booth at COE Conferences) Bring TRIO Professionals to DC to meet with Congressional Representatives Promote TRIO in national publications such as Roll Call, Forbes, Chronicle of Higher Education Provide TRIO Program Experts to advocate for Congress Arrange for National TRIO Achievers to speak at Annual Conferences Develop Partnerships with private entities to benefit TRIO Programs and Students

Three-Way Relationship TRIO Funding Source, HEA Terms Fair Share! Research, Policy Advice

True – Defined in OMB Circulars True or False ? Institutional memberships and a subscription packages can be paid with project funds? True – Defined in OMB Circulars A one (1) year COE subscription package for non-Institutional Members will cost $500. Subscribers receive an array of print and electronic publications designed to keep you current on the latest trends, explore best practices and alert you to opportunities for your students and programs. The COE subscription package includes: Pell Institute Research — articles and publications affecting higher education produced by COE's research arm; Equality — a quarterly newsletter about the TRIO community and upcoming events; e-News You Can Use — a monthly newsletter featuring late-breaking developments and opportunities; FAQs — answers to frequently asked questions prompted by people in the field; and the National Directory of TRIO and GEAR UP Programs — your connection to the community. The Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal Awards, in section 200.454, specifically notes: “(a) Costs of the non-Federal entity’s membership in business, technical, and professional organizations are allowable.” Such membership must, of course, provide benefits to the program funded under the federal grant (be reasonable and allocable). Since the Council is a technical or professional organization, costs of an institution’s membership in the Council may be paid with federal funds.

True or False? Personal donations can be paid from project funds? False

True or False? A COE Institutional Membership also covers our membership to ASPIRE? False

National Office & Regional Associations EOP SAEOPP SWASAP

True or False? ASPIRE’s focus is to provide the membership professional development opportunities, organize advocacy efforts, and provide leadership opportunities. True

True or False? Individual Memberships, Project Memberships and personal donations all contribute to the mission of ASPIRE. True

True or False? Individual memberships and personal donations can be paid out of project funds? False

True or False? Project memberships can be paid from grant funds? True

True or False? At the National level, ASPIRE is considered to be one of the strongest regions consistently reaching COE Fair Share goals? True

True or False? Advocacy by COE and ASPIRE have helped secure increases in TRIO funding and help rewrite authorizing language in the Higher Education Act? True Travel is allowable in Talent Search Five year grants Standardized Objectives Transparency with Prior Experience Points Increases in appropriations (most recently reversal of sequstration and 3% the following year)

In a Nutshell: What is allowable from grant funds? Institutional Membership to COE – Institution should pay Subscription (COE) Project Membership (ASPIRE)

Allowable Expenses COE ASPIRE   Institutional Membership effective January 1, 2015 TRIO Projects Membership Fee 0-1 $3,250 2 $3,450 3 $3,650 4 $3,850 5 $4,050 6 $4,250  More? Plus $200 for each additional program

In a Nutshell: What is NOT allowable from grant funds? Personal Donations to either COE or ASPIRE Individual Memberships to ASPIRE

Where does one get information on COE Fair Share and ASPIRE Development COE: http://www.coenet.org/donate.shtml ASPIRE: http://aspireonline.org/membership/

Questions?