Southwest Association of Student Assistance Programs

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Pre-conference UB/UBMS Regulations and Program Development Workshop

  • 6 Nov 2021
  • 9:00 AM - 5:00 PM (MDT)
  • Location: Online and In-Person
  • 32


  • Discounted registration for active members of the Southwest Association of Student Assistance Programs


UB/UBMS Regulations and Program Development Workshop

This workshop will focus on the regulations and elements of an Upward Bound and Upward Bound Math/Science project, including the following topics:

  • Discussing the purpose of Upward Bound Programs
  • Defining Upward Bound participant eligibility requirements
  • Reviewing selected definitions, including defining low-income and first-generation status
  • Discussing mandatory and permissible services for both UB and UBMS
  • Discussing required UB and UBMS components
  • Demonstrating and address eligible students’ need for project services in target schools
  • Establishing meaningful, achievable objectives related to student need and project resources/activities
  • Refining a plan of age and grade-appropriate project activities based on participant need and contributing toward objective achievement
  • Discussing addition of successful online/virtual services and activities
  • Capitalizing on project, grantee, and community resources
  • Developing an efficient project team
  • Developing an evaluation plan that uses quantitative and qualitative data in formative and summative evaluation
  • Developing a project logic model

Time will be allotted for collaborating and Q and A.


Ms. Jones is former Coordinator of TRIO Programs at the University of Arkansas Rich Mountain in Mena, Arkansas, and the 2005-06 Chair for the Council for Opportunity in Education Board of Directors. She has been working in TRIO programs for thirty years and she holds a B.S. and M.S. in Education from Henderson State University and has certifications in English and Adult Education, with post-graduate work in Postsecondary Administration. Lucy has also served as President-Elect, President, and Past President of SWASAP and AASAP, regional and state TRIO associations. In addition, she has conducted workshops on legislative and regulatory topics and TRIO proposal writing seminars at national, regional, and state conferences. Lucy has served as a faculty member for UNLV, UCO, and COE training grants.

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