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NOV-17-97 MON 2:05 PM OERI / PLLI FAX NO. 202 501 3005 P. 16 NATIONAL CENTER FOR EDUCATION STATISTICS Statistical Analysis Report September 1997 Postsecondary Education Descriptive Analysis Reports Access to Postsecondary Education for the 1992 High School Graduates Lutz Berkner Lisa Chavez MPR Associates, Inc. 2150 Shattuck Avenue, Suite 800 Berkeley, CA 94704-1321 C. Dennis Carroll Project Officer National Center for Education Statistics U.S. Department of Education Office of Educational Research and Improvement NCES NOV-17-97 MON 2:05 PM OERI / PLLI FAX NO. 202 501 3005 P. 17 HIGHLIGHTS This report uses data from the National Education Longitudinal Study of 1988 (NELS:88) to examine access to postsecondary education of 1992 high school graduates by 1994, two years after high school graduation. After an overview of the postsecondary enrollment rates of the 1992 high school graduates by family income, race-ethnicity, and parental levels of education, the re- port focuses on the factors associated with the relatively low four-year college enrollment rates of Hispanic, black, and low-income high school graduates. It examines college costs and financial aid, the educational expectations and immediate college plans of the high school graduates, and their academic preparation as measured by a four-year "college qualification index" developed for this study. The index is used to identify those who would have met the minimum requirements to be admitted to a four-year college, the group of high school graduates who are considered to be "college-qualified." The major findings are: Although there are differences by income and race-ethnicity in the four-year college en- rollment rates of college-qualified high school graduates, the differences between col- lege-qualified low-income and middle-income students, as well as the differences among college-qualified black, Hispanic, Asian, and white students, are eliminated among those students who have taken the college entrance examinations and completed an application for admission, the two steps necessary to attend a four-year college. High school graduates whose parents have low levels of income and education are able to attend four-year colleges at the same rates as students from middle-income families, if they do what four-year colleges expect them to do. That is, if low-income) students have an academic record and aptitude test scores which demonstrate even the minimal qualifications for admission to a four-year institution, if they take a college entrance ex- amination, and if they submit an application for admission, the majority of low-income students enroll in postsecondary education, and over 83 percent attend a four-year col- lege or university. College-qualified low-income students who have been accepted for admission to public four-year colleges and universities and those who have been accepted to private four- year colleges and universities are just as likely to enroll in them as are middle- and high- income students. There is no measurable difference by family income in the proportion of those accepted at private institutions who choose to enroll in a public four-year in- stitution instead. There are also :noldifferences in the enrollment rates of those college- qualified blacks, Hispanics, Asians, or whites who have been accepted for admission to either public or private four-year colleges and universities. NOV-17-97 MON 2:06 PM OERI / PLLI FAX NO. 202 501 3005 P. 18 HIGHLIGHTS Low-income, black, and Hispanic high school graduates are less likely to be well pre- pared academically to attend a four-year college. Even among those who are college- qualified, low-income and Hispanic (but not black) students are less likely to take the college entrance examinations and apply for admission to a four-year institution. Among all college-qualified seniors who enrolled in postsecondary education, Hispanics were less likely than any other racial-ethnic group to attend a four-year institution. In- stead, college-qualified Hispanics were more likely than any other racial-ethnic group to attend a public two-year institution. College-qualified Hispanics were also less likely to take college entrance examinations and submit an application for admission to a four- year institution compared with Asian, white, and black college-qualified students. Three-quarters of all 1992 high school graduates enrolled in some type of postsecon- dary institution by 1994. Almost half (45 percent) enrolled in a four-year institution, one-quarter (26 percent) enrolled in a public-two-year college, and 4 percent enrolled in other institutions offering less than four-year programs. The proportion of all students who enrolled in postsecondary education within two years of high school graduation was directly related to family income: 64 percent of low-income, 79 percent of middle-income, and 93 percent of high-income students at- tended postsecondary education by 1994. About 80 percent of the low-income high school graduates who enrolled in postsecon- dary institutions received financial aid. Their average educational expenses after finan- cial aid ranged from about $4,900 at public two- and four-year institutions to $5,700 at private, not-for-profit, four-year institutions. To help meet these costs, two-thirds of the low-income students worked while enrolled, for an average of 24 hours a week. When the 1992 high school graduates were in the eighth grade, 59 percent of low- income, 76 percent of middle-income, and 92 percent of high-income students said that they texpected to finish college. There was no substantial change in these expectations by family income or race-ethnicity when they were seniors in 1992. Nearly 80 percent of the 1992 high school graduates said that they expected to attend postsecondary education immediately after high school. In October 1992, 65 percent were actually enrolled. By 1994; 75 percent had been enrolled. Among those students who had planned to attend immediately after high school, 89 percent had enrolled by 1994 1 1 NOV-17-97 MON 1:54 PM OERI / PLLI FAX NO. 202 50 3005 P. 2 INI States ILLUSTRATION BY Jost ORTEGA/SIS DIVERS Walk the Walk, and Drop the Talk BY CLIFFORD ADELMAN 34 CHANGE . JULY/AUGUST 1997 NOV-17-97 MON 1:55 PM OERI / PLLI FAX NO. 202 501 3005 P ike most knowledge workers who straddle the ages of paperian L gigabytes, I find a periodic cleaning of both kinds of files Y.Y. ce sary. One recent afternoon, then, while the combuter upload ed files to a mainframe, I turned to the cabinets in the office. In a drawer.ran opened was a folder labeled "diversity issues." I started afing through th documents-a case study on accountability for minority tudent success Richard Richardson's "equity score" formulas for judging minority thro ment, a detailed plan by a community college in a minority district topre pare students for assessments in proficiency-based computer applic ior an analysis of campus climate for minority students in a tate with ow percentage of minorities, the University of Texas-El Pase's pre-coll panic Mother-Daughter Program-wait a minute! This fuff was printy good, directed at meaningful equity, and refreshing to re d. The word"d versity" appeared rarely but with a warm resonance. The date stam or these documents ranged from 1986 to 1990. I moved the m to a set ma zine boxes labeled, "Equity Issues: Minority Students." That's a label I derstand. But I don't understand "diversity" anymore. Clifford Adelman is a Senior Research Analyst with the U.S. Department of cation. and an reas contributor 10 these pages. The opinions expressed here are his own. and do not necessarily of the Department. ITY CHANGE JULY/AUGUST 1997 NOV-17-97 MON 1:55 PM OERI / PLLI FAX NO. 202 501 3005 P. Somehow, in an awfully short time. we tics, language dominance, physic racter- have pounded and bleached the word diversi- istics, disabilities, and so on) as ers, cy into nothingness. How did we do it? then the fog spreads far indeed. I ry dif- The answer to that question marks the be- ficult to formulate public policy, tives ginning of a difficult journey. At the end of for organizational behavior, or g nes for this journey, I hope you will seriously con- personal behavior in fog. sider the proposition that the rhetoric of di- When "shoulds" and "bughts) dded to versity (and all the time we spend on it) is ordinary discourse, the clarity of ms avoidance behavior, that it hides the realities becomes more important as they the of inequities in education and helps us evade worlds of ethics and law. For ex if we the hard work necessary to overcome those use the term diversity as in hond abel, inequities. 1 also hope you will seriously con- apply it to populations we define serv- sider some propositions for more hard work able visual characteristics, and to ple or on behalf of equity. institutions how they "should" b with respect to those populations, we that I. "DIVERSITY" AND THE NET OF this honorific universe excludes ations LANGUAGE whose characteristics are not OS visu- Both philosophers and students of political al-for example, religious mino or sin- rhetoric and propaganda have contributed gle parents. When we this ap on in much to our understanding of the ways in policy, we invite legal challenge which language creates, reflects, and masks Think, though. for a moment no the reality. Some have also demonstrated, very "we" is here. The people who di diversi powerfully, how public and organizational ty." set the "diversity agenda," late the policies stand or fall on words. "diversity policies," and run the rsity "Diversity" is a critical case in point. A conferences" are usually those majority comparative content analysis of a random who see others as different. The rs." week's worth of major newspapers (let alone who rarely have a say in the def and issues of Change) from the years 1996 and use of the term, are swept along mo- 1986 will quickly demonstrate how central mentum of what sociolir guists "supra- and common the term has become in contem- dialect," a politically dominant age. porary discourse. Its currency has risen faster than the stock market. The analogy is not 2. "DIVERSITY" IN HIGH chosen lightly: at current levels of valuation, EDUCATION: A MULTIPL FE our use of the term is both overextended and As one might expect, the ter ersity indiscriminate. The less clear the term be- has had a full life in the world er edu- comes, the more it is read. cynically, as a eu- cation. But the different applic of the phemism. The more cynicism, the less likely term-to institutions, environm instruc policy grounded in the term will be effective. tion. curriculum, and people- alway "Just try to get through the day." colum- in harmony. Furthermore, they a exist in nist Russell Baker wrote last April in The an uneasy tension with the lang and ide- New York Times, "without reading or hearing als of equity. Let us see how thi pens. about someone who is championing diversi- Diversity of Institutions, En ments, ty." As my colleague Jacqueline Woods, the and Learning. By "diversity of ions." Education Department's liaison to communi- refer to ostensible (size, location) vioral ty colleges, wisely notes. "in 1997. when you (highest degree. level of research y). taxo use the word 'diversity,' you end the conver- nomic (Camegie class), control ( private sation." (See Resources.) for-profit) and imputed (mission) cteristic To help matters, some have suggested that Missions, in turn. can be populati ven (his "diversity" never be used in ordinary lan- torically black colleges and univer HBCUs guage as a stand-alone noun. Always qualify women's colleges), sponsorship (reli- the term, for example, "racial/ethnic diversi- gious, military). or curricular (m echnold ty." The problem with qualifiers. though, is gy, fine arts). Our pride in this ry liversity that some (such as "racial/ethnic") are clear is intense and very public reflections of reality. while others (such as A subtext of this diverse ins nal "cultural") are foggy. framework involves diversity Iron- And if we add other observable and non- ments, that is. the opportunity al kinds observable population characteristics (nation- cultural. political, and social of ations al origin. gender, age, social class, income develop and express themselve in insti level. marital status. parental status, sexual tutions. Students (and faculty) DO expre orientation. religion. geographic origin. poli- sion just as they choose institu Of 36 CHANGE Jui 19 NOV-17-97 MON 1:56 PM OERI / PLLI FAX NO. 202 501 3005 P. 5 course, campuses differ hugely in what they families of limited means, they are thus SUD- 11 IS san have to offer here: the larger and more resi- ject to more inequity. When students of color dential the institution, the greater the oppor- are affected, this clash of "diversity" and eq- say that the tunity for this genre of diversity. The scent of uity becomes an unhappy paradox. inequity begins to emerge because some stu- Diversity of People and the Diversity traditional Way dents thus have far more opportunity to expe- Co-curriculum. Lastly, higher education rience this "diversity" than others. values the diversity of people attending (and of justifyi g Within the vast universe of choice in U.S. teaching at) its institutions. We value stu- higher education. our language also places high dents with a "diversity of talents and inter- race-base value on what one might call "diversities of ests" (athletics, music, theater. journalism, learning." Lectures. discussions, labs, computer- service). We value students from diverse admissions assisted instruction, telecourses. group indepen- parts of the nation, from diverse types of dent study, service learning, student research communities, from other countries. We value to be re-tho ght. participation, simulations on the Web-we want students from diverse age groups, types of it all and we value individuals who learn in dif- families, social and economic classes. And The Presio nt ferent ways! It's another honorific flag. most of all. we value students-and faculty- But it is obvious that not even the majority from diverse racial and ethnic groups. h mself ha set of institutions can offer this diverse mix of in- There is an implicit co-curriculum in structional methodologies that allows stu- these values of inclusion: the incontrovert- the guidel he: dents to find their own best combinations for ible notion that encounter with a wide variety learning. Wealthy institutions can do it. Large of people from diverse backgrounds is itself 'Mend il institutions can do it. But that is a limited an instructional methodology that prepares group. The scent of institutional inequities students to be better citizens of the nation grows stronger. and the world. This implicit co-curriculum is Diversity of Curriculum. We are also sometimes made explicit in formal encounter proud of our diversity of curriculum. Our sys- groups in which students talk through or act tem offers everything. And our normative out differences in perceptions and experience. statements (the "shoulds" and "oughts") indi- But it is obvious that not all of our "diverse" cate that we want students to study or demon- institutions can attract "diverse" people. in no strate competence in everything: mathematics, matter what combination of people-characteris- science, history, literature. writing, computer Lics. in order to offer this valuable co-curricu- skills. and so on. lum. Only truly national institutions of high But it is obvious that the vast majority of selectivity. flagship public universities in some students have neither the time nor the money states, and a few colleges located in metropoli- to study everything. Students attending com- tan areas with a full range of ethnic populations munity colleges. in the main. have very fo- can achieve multi-level diversity. The ideal of a cused and limited objectives. for example, an diversity of people again runs into inequities associate's degree in nursing or a certificate in across the diversity of institutions. computer programming. With respect to pub- John Matlock of the University of Michi- lic four-year colleges. state legislatures no gan wisely perceives shortcomings in the longer have the patience to underwrite six-year supra-dialect definition of diversity in his ob- degrees with 160-plus credits so that students servation that different ethnic groups define di- can experience. on public time, the infinite versity differently. African-American students manifestations of knowledge. What is true who participated in his longitudinal study of for state legislatures holds for families with changing experience and attitudes toward di- enough Stafford and PLUS loans already. versity in their college years-he pointed out Given the diversity of student objectives, at the 1997 AAHE National Conference-did when we add curricular requirements. such as not describe diversity in terms of numbers or those for "diversities of (cultural] perspec- proportions. whereas white students did. Nor live." we run into inequities in ability to pay. did they define diversity in terms of the oppor- Even when these requirements are substitutes tunity for social interactions, whereas Asian- and not add-ons, students who seek degrees American and Latino students did. Instead, in fields requiring licensure or certification their definition focused on the university's (education, engineering, accounting, nursing, commitment to inclusion-in curricular mat- and others) will still take the courses required ters, in interactions between teachers and stu- to prepare them for these occupations. and dents of color. and most of all, in being taken will wind up with considerably more than seriously as students. This is not "diversity": it 120 to 130 credits. is common-sense equity. For these students. we have ratcheted up We too often forget that some institutions. graduation requirements: if they come from by virtue of mission. do not seek "diversity" CHANGE JULY/AUGUST 1997 37 NOV-17-97 MON 1:57 PM OERI / PLLI FAX NO. 202 501 3005 P. 6 We seem more in their student bodies, do not necessarily wel- uncomfortable observations that bedevil come a full "diversity of environments." and the language of diversity and cry out for concerned with do not offer a "diversity co-curriculum"-al acknowledgment. We have learned that least as the supra-dialect has come to define recruiting minority students or faculty to in- this year's "diversity." Women's colleges are for worn- stitutions located far from minority commu- en. not men. The primary commitments of nities leaves them with sucha low "comfort "diversity counts" HBCUs are to the education of African Amer- level" that they are not likels to stay, unless icans, and their student populations are (and the institution is one of the few whose ca- than with will remain) overwhelmingly black. A com- chet is "worth" the discomfort. Here in munity college founded to serve a barrio is not September. gone by May. what happens to going to attract wealthy students of any ethnic We seem more concerned with this year's background from another part of town. "diversity counts" than with what happens to real people. In the "virtual university," the diversity co- real people. That is John Matock's point. too, curriculum is virtually impossible. A Baptist in explaining black students' greater concern college is not designed for Jewish students (in with retention and completion rates than with an old joke, the University of Chicago, with its head counts. Those students are a lot smarter Episcopalian campus, agnostic faculty, and than the people responsible for the majoritari- Catholic curriculum, was a singular exception). an discourse about diversity Are these institutions exempt from our The bottom line injour tonuous uses of "di- normative statements about diversity? Do we versity" in higher education that we have say that diversity is for some people but not created an ideal that can only be achieved by for others? It's a tough question because we an aristocracy. by the right tell on the distribu- value special missions under the rubric of tion of institutional opportunity. Maybe if we "diversity of Institutions." The problem, were not mesmerized/by the word. we'd see again, is that the "we" who define the "diver- that we've done something modestly better sity agenda" cannot imagine a diversity in than that. any terms other than "different from us." But while issuing self-righteous state- 3. SOME EVIDENCE For DIVERSITY, ments about the inclusive benefits of "diver- BUT WITHOUT THE WORD sity," the majority does something very Consider. first. the following data from the strange when it consistently stereotypes and National Center for Education Statistics' lon- isolates Asian-American populations. First, gitudinal study of the high school class of we leave them out of the "diversity agenda" 1982 (the so-called "High School & Be- because-why? Because their academic be- yond/Sophomore Cohort"). Participants were havior is too much like that of the people asked questions about the racial composition who define what diversity is and is not? Be- of the neighborhood in which they attended cause they are different but not "diverse"? high school (1978 to 1982) and the racial We tie ourselves in knots that Houdini could composition of the neighbo hood in which not unravel with our treatment of populations they lived at age 28 10 29 92). ranging from the Hmong of Duluth to fifth- A powerful lest ofjinternalization of the val- generation Niesi of the East Bay to the South ues of a pluralistic society is where one choos- Asians of "Mississippi Makala." es to live. Taking out a mortgage or paying the Second, in the language of "underrepre- rent to live in a given place takes one far be- sentation." the majority tells them that they yond "tolerance" or putative understanding of are-in Gish Jen's simple eloquence-"quite "otherness." Your money is on the table. profoundly nobody neither seers nor seen." Overall. 44 percent of the High School & (See Resources.) Beyond cohort lived in more racially mixed Indeed. We have very few Asian-Ameri- neighborhoods at age 28 to 29 than they did can school teachers in this country. We con- when they were in high school. The proba- linue to receive immigrants from the Pacific bility of electing a pluralistic environment. Rim. for whom learning an alphabetic, in- though. increased with the level of educa- flected language such as English is a border- tional attainment. For example. the likeli- crossing like no other. Our diversity talk hood of seeking out such a neighborhood includes honor to role models in the ethnic was 53 percent for those who earned bache- match of teacher and student, but when we lor's degrees and 36 percent for those who advance a policy of "minority teacher recruit- never went to college. ment." Asian Americans are not part of the In other words. degree recipients were equity equation. Why? The question is simple half again more likely to live in multiracial but very uncomfortable. neighborhoods as young adults than those Further Discomforts. There are other who did not attend college. This trend. how- 38 CHANGE JULY/AUGUST 1997 NOV-17-97 MON 1:58 PM OERI / PLLI FAX NO. 202 501 3005 P. 7 ever. held more for black and white respon- depts than it did for Latinos and Asian Americans, more than 20 percent of whom moved into racially homogeneous neighbor- hoods by their late 20s. In There is a great deal more one can say about these data, and many more hypotheses to explore: the society as a whole became more mobile during the 1980s; the black middle class expanded dramatically; jobs, school. and circumstance often determine where one lives; college graduates are more likely to live in cities: age 28 to 29 may not be the best point in the life cycle to measure this phenomenon. and sq on. But the correlations between higher ed- ucation/degree attainment and investment in living in a more pluralistic community cannot be ignored. Certainly, our subjects learned something, even if by osmosis. Second, instead of relying on "diversity requirements" for graduation under which a student can select one or two from dozens or even hundreds of qualifying courses (thus marginalizing the whole issue), more and more institutions have chosen the route of curricular integration of materials and topics op the culture and status of minority popula- tions in the United States. In disciplines ranging from sociology to Although litigation will cloud the environ- lijerature, this is nothing new. But we have ment in states that have been affected to date, realized that in courses of study leading to ca- it is safe to say that the traditional way of jus- reers in the helping professions (teaching. so- tifying race-based admissions has to be cial work, nursing). professional service rethought. The President himself has set the (medicine. law, architecture). and communi- guideline: "Mend it!" cations fields (journalism. public relations, Non-selective institutions. institutions with commercial art). in particular. it is utter folly no national visibility, and special-mission insti- to leave this material out. tutions such as the HBCUs will go on doing You cannot say you know anything about their business as usual. The composition of ethnic perceptions of health care, for example. their incoming classes will continue to reflect on the basis of your social contacts or encounter the regional and special populations they serve. groups or "diversity dinners" in college. The so- But in what I called the "aristocracy" of institu- ciety cannot afford that level of superficiality: tional opportunity, the rules have changed. the material has to be part of your formal prepa- These institutions-the ones that make the ration as an effective health-care worker. There newspapers-have two choices. They can un- are social and economic utilities in this kind of dertake massive efforts to prepare minority "diversity curriculum"-except it isn't a "diver- students better for higher education, or they sity curriculum": il's common sense. can invent a new language in which to wrap old selection policies. The former task is 4. EQUITY OF PARTICIPATION AND bloody hard. will not yield results in 1998, 'REDEFINING MERIT" and is potentially rewarding to the entire soci- It is obvious why we are talking more ety; the latter is easy enough. will generate about "diversity," with all its contradictions, the numbers in whatever year you want them, in 1997. The 20 percent of all colleges and benefits a relatively small population, and universities in the United States that exercise keeps the lawyers employed. Which route do the slightest degree of selectivity in admis- you think these institutions will take? sions at the undergraduate level. along with So far. in the main. it's the latter. To the much higher percentage of graduate and achieve "diversity," some will now "redefine professional schools that exercise even a mod- merit" without mentioning any visual charac- est degree of selectivity in admissions. are teristics of individuals. The same majority facing radical changes in affirmative action. "we" who defined "the diversity agenda" in CHANGE JULY/AUGUST 1997 39 NOV-17-97 MON 1:58 PM OERI / PLLI FAX NO. 202 501 3005 8 If we disposed terms of "different from us" will be con- thinking that we can induce, at age 18 or 19, structing the new definitions. the kinds of skills that the of the world entirely of When we take this route we say, in effect, recognizes as the earliest tools of learning. that the rules and formulas for building a What happens? The national data show the word bridge over an urban ravine are different for that two-thirds of the students in remedial different populations. We say that population reading in college are also in at least two oth- diversity, we X doesn't need to know about strength of ma- er remedial courses. and that their chances of terials or how to calculate structural stress, or completing a bachelor's degree by age 30 are might actually even how to cut steel and mix cement, so long about one in eight. This is not equity of par- as they have other "merits." The bridge may ncipation in higher education. These students describe collapse; people may die; poor people and are obviously more likely to be unhappy. but people of color may be more likely to die they are smart enough to know that lan- the reality and when the bridge collapses. but that's okay as guage-telling them that they have other long as the builders had "other merits." "merits"-will not change thereality. If they the problem. We may even escalate this argument by know it. you can wager that redefining "mer- claiming that cement, steel, wood, formulas it" will be correctly perceived by the general of stress, and even the laws of gravity are so- public as another euphemistic blanket, and cially constructed realities alien to population will threaten all the good efforts states are X. In such a patronizing manner would new making both to improve opportunity to learn euphemisms start leading us down the sides and to raise academic standards and achieve- of increasingly slippery ravines. ment for all students. The rest of the world-most of which is not white-does not behave this way. The 5- BEYOND EUPHEMISM: CLEANING principles for building bridges over urban Up THE LANGUAGE WITH NUMBERS ravines are the same from Manila to Mo- If we disposed entirely of the word diversi- gadishu to Manaus. You either know how to ty, we might actually describe the reality and do it and pass the licensing examination, or the problem. We need a few numbers on ac- you will never be hired by anybody, any- cess and completion to help usout. Numbers where. to build a bridge. have a remarkable ability to cut through fog. What goes for bridge-building also goes for The numbers come from the longitudinal financial analysis, copyright law. and internal studies of the National Center for Education medicine, for example. When John Matlock Statistics and are the most powerful for pur- says that black students want to be taken seri- poses of determining rates of access and com- ously as students. this is what he means: they pletion available anywhere in this country. want to pass the licensing exam, build the First. consider the proportion of high school bridge-and be asked back to build another. graduates continuing on to postsecondary ed- When we embrace a propagandistic lan- ucation (that is. "access rates") in three age guage that tells domestic minority popula- cohorts (Table 1). tions. from an early age. that they do not have The 1972 and 1982 figures are based on to demonstrate basic academic achievement, college transcripts taken at roughly age 30. we shut them out of the world economy. At The 1992 figure is based on If-reports two the least, we shut them out of careers that pro- years after high school graduation. Despite vide a high degree of mobility in a world these differences. the trend is clear: the gener- economy. That is not only inequitable; it is al access rate for recenthigh school graduates unconscionably discriminatory. is fairly high. and the "access gap" between Yes. a person who overcomes poverty, a whites and minorities has closed dramatically. single-parent home. and a dangerous neigh- Yes. there are differences insuttendance par- borhood to graduate from high school has terms (particularly for Latinos. who start with demonstrated greater persistence and "merit" comparatively low high/school graduation than someone who never faced such daunting rates and rely heavily on community colleges). challenges. And there are lots of people who In this space. though. let's jump to bachelor's demonstrate precisely this kind of merit. But completion rates. by age 30. for people who at- if they still cannot read-despite the high tended at least one four-year codege and school diploma-we do them no favors by earned at least a semester's worth of credits, sitting them down in front of a college chem- and. in the case of the class of 1992. for the istry textbook or a Web site loaded with his- proportion still enrolledin 1994 (Table 2). torical documents and watching them cry These stark tables leave a lo to be said. bur in frustration. the message is unmistakable: if the gaps in ac- We do them fewer favors when we put cess have narrowed. the gaps id completion them in remedial reading classes in college. remain stubbornly wide. We will not know the 40 CHANGE JULY/AUGUST 1997 NOV-17-97 MON 1:59PM OERI / PLLI FAX NO. 202 501 3005 P. 9 TABLE POSTSECONDARY ACCESS RATES IN THREE HIGH SCHOOL CLASSES High School Classes of: 1972 1982 1992 All 60% 70% 75% White 61 73 76 Black 54 62 71 Latino 53 58 71 Aslan 77 92 86 TABLE 2.* COLLEGE COMPLETION RATES IN THREE AGE COHORTS High School Classes of: 1972 1982 1992 All 66% 65% 60% White 68 68 62 Black 49 42 52 Latino 44 49 52 Asian 81 79 73 Sources: The data for Tables I and 2 are taken from The Condition of Education. 1996. Washington. DC: National Center for Education Statistics. 1996. page 25: and the Data Analysis System (DAS) for the National Education Longi- tudinal Study of 1988. 1988-1994. full story of completion for the class of 1992 transcript records, this indicator adjusts the until transcripts are gathered in 2002 or 2004. content and intensity measure. You get two but the initial 5 percent access gap has already extra points for reaching trigonometry, pre- doubled and this is not good news. calculus or calculus, You lose two points if In the analyses of who finished bachelor's all of your high school math courses were re- degrees and why for the high school classes medial. of 1972 (by 1984) and 1982 (by 1993), as 3. Class rank, in quintiles. This is a per- well as for who was most likely to attend a formance measure. Where class rank isnot four-year college in the class of 1992. the an- available. grade point average in academic swer is exactly the same: the people who subjects. by quintile. was substituted (The cor- were best prepared. regardless of race. re- relation between class rank quintile and aca- gardless of financial aid. This is a common- demic GPA quintile is .81). At the top you sense finding. but you will never find it in a get another 30 points. landscape of euphemisms. 4. Score on a "mini-SAT," a test di gen- What does "best prepared" mean? Using eral learned abilities, as given in the 12th the rich data from the High School & Beyond grade. The scores were set out in quintiles, longitudinal study, I have built an index of with the highest quintile yielding 35 points "academic resources" from five unobtrusive and the lowest yielding seven. indicators: 5. Score on a reading test given the 1. Academic intensity of one's high 12th grade. Reading is given a special em- school curriculum. This is a content measure phasis because of its prominent position in worth 30 points out of 100 on the academic the constellation of skills necessary for high- resources scale. The evidence comes from er-order thinking and applications. let lone high school transcripts. its critically correct position in currentina- 2. Highest level of mathematics studied tional policy as articulated by Education Sec- in high school. Also drawn from high school retary Richard Riley. Again. set out in CHANGE JULY/AUGUST 1997 41 NOV-17-97 MON 2:00 PM OERI / PLLI FAX NO. 202 501 3005 P. 10 "ACADEMIC RESOURCES," ACCESS, AND DEGREE COMPLETION, BY RACE Academic Resources Models White Asian Black Latino 1) Tests Weighted High Proportion in highest two quintiles 43% 55% 14%* 17%* Access rate of those in highest two quintiles 91 98 89 93 Highest degree by age 30: Associate's 7* 7* 10 Bachelor's 58 70 44* 42* 2) Curriculum Weighted High Proportion in highest two quintiles 41 57 17* 19* Access rate of those in highest two quintiles 92 98 87 91 Highest degree by age 30: Associate's 7* - 6* 9 Bachelor's 59 70 43 39 3) Class Rank/GPA Weighted High Proportion in highest two quintiles 42 59 17 22 Access rate of those in highest two quintiles 90 97 89 88 Highest degree by age 30: Associate's 7* - 6* 13 Bachelor's 57 68 42 36 *The differences reflected in these pairs are not statistically significant. - Too few sample observations for a reliable estimate. quintiles, you get five points for scoring in number for this type of relationship. In addi- the top group. tion, 74 percent of the students in the highest Put it all together in academic resources, quintile earned bachelor's degrees versus 41 sort by quintiles, run some basic cross-tabs. percent in the second quintile versus 17 per- and perform some basic statistical tests. One cent in the third-and down it goesin leaps finds first that the correlation between aca- and bounds, demic resources and degree completion of Some people will say tharthis formula for any kind (bachelor's or associate's) is .56. academic resources gives 100 much weight- and that the correlation with the bachelor's 40 percent-to third-party lests, that African- degree alone is .57. That's a fairly strong American and Latino students do not perform 42 CHANGE JULY/AUGUST 1997 NOV-17-97 MON 2:01 PM OERI / PLLI FAX NO. 202 501 3005 P.1 as well as others on tests. and therefore. that even if statistically significant, are minor. If we are the formula is unfair. (It is more accurate to The message is remarkably consistent, no say that the correlation between socioeco- matter what weighting one invokes. genuinely nomic status [SES] and lest score was much If we are genuinely interested in degree higher [.394] than that between SES and the completion for minority students. then, we interested academic intensity of curriculum [.290]. let have to help them acquire more of the re- alone class rank/GPA [.171]. Since African- sources that enhance their chances: an aca- degree compl American and Latino students are overrepre- demic curriculum of high Intensity and of a sented in the lower SES quintiles, they will be quality that inevitably will be reflected in for minori more affected by these relationships.) third-party assessments. And if 71 percent of Others will say that the tests do not judge African-American and Latino high school students, then the students as much as their opportunity to graduates now continue their education after learn, and hence are a check on the quality of high school (see Table 1), our objective ve have to elp delivered education. Students may take Alge- should be not merely to improve their repre- bra 2, for example, but in high schools in a sentation in the top two quintiles of "academ- them acquire barrio, a rural county in south Texas, or a sec- ic resources." but to fill the top three-or ond-tier suburb in Alabama (the Census tells even four-quinciles with more academic more of the us very clearly that black and Latino students content and meaning. are not confined to central cities), the course We have been told persistently that minor- resources that may be the equivalent of Algebra 1 taught ity students need minority faculty as "role elsewhere. models" in order to finish degrees. The asser- enhance With these hypotheses in mind, I devel- tion starts a cat chasing its own tail. For we oped four other weightings of the basic aca- will not get minority faculty without minority their chance demic resources formula. each of which PhDs, and we will not get minority PhDs (or counted the general learned abilities test less school teachers or engineers) without im- and either the curriculum or performance proving the bachelor's degree completion variables/more. rates. And we will not improve completion Table 3 presents three of the five varia- rates until higher education makes a massive. tions for all students who graduated from creative effort (with courage, conviction. and high school within a year of the norm for the real money) to improve the precollegiate aca- class of 1982. For each alternative weighting demic resources of minority students. model. Table 3 also indicates the proportion This is what we have to do-not play lan- of students in the top two quintiles who a) guage games. Otherwise, we will be chasing continued their education after high school our tails for the next three decades. and few- ("access rate") and b) earned associate's and er students will have a chance to learn any- bachelor's degrees by age 30 (in 1993). by thing about the values of pluralism-even race. (See sidebar for statistical information.) by osmosis. Table 3 shows us first that the access rate for anyone who winds up in the top 40 percent 6. CREATING "DIVERSITY" WITH on the academic resources scale-no matter SWEAT, NOT WORD GAMES what weighting is used-is stunningly high: School-college collaboration projects have roughly 9 out of 10. regardless of race (the mi- multiplied over the past decade, but to the best nor differences, by race, are not statistically of anybody's ability to count, they are current- significant). Second, the table indicates, as ly involving relatively small numbers nation- one would expect, a higher proportion of ally. One noted program recently boasted at a black and Latino students will be included in national convention that it had affected 400 the top two academic resource quintiles if we students. of whom nearly 70 percent ultimate- maximize high school class rank/academic ly earned bachelor's degrees. That sounded GPA (weighting it at 50 percent) and mini- fabulous until you realize that it happened mize the weight for the general learned abili- over a period of 12 years. Godspeed to all of ties test (15 percent). these efforts, but we need something more. But the increase over the model in which Virtually every state in the country is tests are weighted high (40 percent) is not working on K-12 systemic reform projects great (14 to 17 percent for African Ameri- and trying to ensure equity in the opportunity cans and 17 to 22 percent for Latinos). This to learn. It isn't easy because of factors in stu- weighting also produces a slight loss in dents' environments and uses of time that are degree completion for both those African beyond the control of schools. Higher educa- Americans (51 versus 48 percent) and Lati- tion thus has to help the schools by supple- nos (52 versus 49 percent) who wound up in menis that change those non-school the top two quintiles. All of these changes, environments and non-school uses of time. CHANGE JULY/AUGUST 1997 43 NOV-17-97 MON 2:01 PM OERI / PLLI FAX NO. 202 501 3005 P. 12 Instead of precollegiate teach activities and should WORKS CITED not be read as a dirent evaluation of federal- spending $50,000 ly sponsored presollege TRIO program such Baker, R. "The Blathery Gibberish," as Upward Bound But if we took the High on your next The New York Times, April 29, 1997, p. School & Beyond cohort (granted. it' not A25. contemporary with the NCES survey but it is "diversity Jen, Gish. "Who's to Judge: Identity all we have at the present moment to alk Politics V. Inner Lives." The New Republic, about long-term follege attendance and at- conference," Vol. 216, No.16, April 21, 1997, PP. 18-19. tainment), broke but a universe of students in Chaney, B., L. Lewis, and E. Farris. the lowest two cioeconomic-status quin- at which Programs at Higher Education Institutions tiles, split these groups between those who for Disadvantaged Precollege Students. said they participated in a precollege TRIO- academics will Washington, DC: National Center. for Edu- type program and those who said they did cation Statistics, Statistical Analysis Re- not, and asked what difference this ticipa- preach to the port, December 1995. 8 tion made. we would find that the dift erences in access rates and degree completion by age choir, set 50 President Clinton's proposal to use Ameri- 30 were comparatively modest. and the dif- corp's volunteers and College Work-Study ferences in preparation were nil. disadvantaged students as reading tutors for 8-year-olds is Fifty-seven parcent of the TRIO-type stu- right on target-particularly if combined with dents continued beir education after igh minority kids up family literacy programs such as EvenStart- school. compare with 50 percent of the non- because reading abilities are the key to every- TRIO-type group The difference in bache- with desks, thing. Reading competence acquired at age 8 lor's degree completion rates was 17 percent will not be lost, but it will stagnate unless (TRIO-type) to percent (non-TRIC-type). computers, and higher education takes the President one step While the gree-completion spread further. speaks better for TRIO-type program these Intranet So where can we focus the real work? We numbers are far elow the 44 percent rate for can start with precollegiate outreach pro- all High School Beyond students who con- connections. grams designed to change non-school uses of tinued their education after high scho 1. time, but which-as reflected in a recent Na- There was no difference in the profile of math tional Center for Education Statistics survey course-taking in ligh school: 71 percent of of 1.200 two-year and four-year colleges- the TRIO-type population and 74 percent of affect too few, too late. with too little. (See the non-TRIO-typ group never got as far as Resources.) Algebra 11. And both groups. only 5 per- How so? Only 32 percent of institutions of cent earned 11 othore Carnegie Units in core higher education even sponsored a precolle- academic subject in high school. The data giate outreach program for disadvantaged suggest that an injection of quality control is students. The median number of participating in order. faculty was six per college, the mean stu- For the High School & Beyond collort. as dent/staff ratio was 46:1, and 42 percent of well as for the students of the early 1990s in participating students attended only during the programs reported in the NCES survey, the summer. One out of seven participating minorities accounted for 60 percent of those students entered after high school graduation, in precollegiate outreach programs. If we are which means they didn't stay long. Only a ever going to do the right thing for minority third entered prior to high school, and-we students, and if we are ever going to thieve can infer-were out well before they finished true diversity, higher education has todo high school. something very dramatic. The average reported annual time in these So let's set the following targets for the programs was 250 hours. That number next five years: sounds decent-until we see how the time Double the proportion of four-year col- was used. Colleges were asked to indicate the leges with precollegiate outreach programs: three most important services carried out and, because of their proximity to isolated within their largest outreach programs. The populations, increase the number of commu- top item on the list was "social skills develop- nity colleges sponsoring these programs. ment." Preparatory courses and remediation Quadruple the median number of faculty ranked fifth and sixth. involved, and cut the mean ratio of students Social skills development will not get you to staff to 30/1 or less. a degree. Academic preparation will increase Start all participating students while they the chances dramatically. are still in middle school: use Saturday The NCES survey covered all kinds of schools during the academic year andeight- 44 CHANGE JULY/AUGUST 1997 NOV-17-97 MON 2:02 PM OERI / PLLI FAX NO. 202 501 005 P. 13 STATISTICAL INFORMATION for those interested in F on degree completion than attainment for the High statistical matters. moving up a step on the SES School & Beyond/Sopho- simple logistic regres- scale. These numbers change more Cohort. sion analyses of bachelor's but slightly according to When SES is added, the degree completion by "aca- which of the five models of two variables have an Ad- demic resources," control- academic resources is used. justed R-square of .324, ling for socioeconomic In a simple regression which means that SES did status (SES), show that with model (Ordinary Least not add that much to the ex- each move up the quintile Squares) with the same planatory power of academ- ladder of academic re- variables, the coefficient for ic resources (not surprising sources, the chances of earn- academic resources is .167 when the correlation be- ing a bachelor's degree (not with a T value of 34.1. tween SES and academic re- the best way of describing whereas the coefficient for sources was .288). Further the "odds ratio." but it will SES is .058 with a T value investigations of this model. have to do) increased by 3.3. of 11.8. The Adjusted R- including replications with For each move up an SES square for academic re- other data sels, other ap- quintile range, the odds ratio sources alone is .310, which proaches to weighting the increased by 1.6. Moving means that, in this model. components of academic re- up a step of the academic academic resources explain sources, and more sophisti- resources ladder. then. had over 30 percent of the vari- cated statistical analyses are more than twice the effect ance in bachelor's degree being pursued. ? week sessions in summer, with modest but account but including the computers and In- escalating stipends in a college scholarship tranet connections, I estimate the cpst will be escrow account for each year the student re- an annual mean of $4,000 per student. If mains in the program after grade 8. 1,000 institutions that were not doing this in Put a desk, a dedicated computer. and In- 1996 started doing it in 1997. taking on an av- tranel connection in every participating stu- crage of 30 students a year beginning in grade dent's residence. and arrange (at least) 6 or 7 and holding 80 percent of them through twice-weekly interchanges with student men- grade 12. we would affect about 168,000 tors; involve family and extended family in more disadvantaged students by 2003 (two- these electronic conversations and thus lever- thirds of them black or Latino). and at a na- age the impact of learning. tional cost of about $672 million in 1997 Where the dominant home language is dollars. Given the benefits. that's cheap. not English. include ESL for family members Who will pay for this expansion and in- who wish to participate so as to expand the creased quality control? If they are serious students' environment of learning. about "diversity," colleges themselves will. Emphasize reading skills from the outset. particularly those with a modicum of selec- starting with software manuals: using Intranet tivity, Think of it as part of the President's tutorials. develop fluency in manipulating call for more voluntarism. Instead of spend- symbolic information. ing $50,000 on your next "diversity confer- Recognize that the students would not ence" at which academics will preach to the enroll in these programs unless they wanted choir, set 50 disadvantaged minority kids up to learn: hence, elevate preparatory instruc- with desks. computers, and Intranet connec- tion to the top position in terms of time and tions. The choir will sing. effort. For four-year institutions. start setting Reserve the second slot in terms of time aside 5 percent of your endowment income and effort for cultural expression and the de- now. and 5 percent of your annual fund drive. velopment of talent in music. an, dance, or It will go a long way. Or. in your next capital theater, as appropriate to institutional loca- campaign, larget 20 percent for precollegiate tion and capacity. These activities also rein- outreach programs, and gel the foundations to force academic objectives. match. This is far more consequential busi- Monitor and evaluate annually. and do ness than "redefining merit"-far more ex- not be afraid to fire somebody if the turnover pensive. but far more credible. It has the rate is excessive. Remember that it's the siu- potential 10 cut the degree completion gap in dents who count. half-and without the jabberwocky. It's time What does it cost? Exclusive of the escrow to walk the walk and drop the talk, CHANGE JULY/AUGUST 1997 45 NOV-17-97 MON 2:03 PM OERI / PLLI 40 EDUCATION WEEK OCTOBER 11, 1997 FAX NO. 202 501 3005 14 COMMENTARY Turning College 'Access' Into 'Participation' By Clifford Adelman Eight percent earned more than 60 credits but no 11 he idea of "access" to higher education has degree. Nearly two-thirds of these students started been ensurined in rhetoric for three decades, out in four-year colleges, and 70 percent attended during which time the number of undergradu- more than one school The majority of them wandered ates in the United States more than doubled, from one major to another with no resolution. from 6 million to nearly 13 million, while the propor- The balance completed credentials: certificates (6 tion of college students completing degrees of any kind percent). associate's degrees (9 percent), and bache- remained flat. This contrast strongly suggests that "so- lar's degrees (40 parcent). They at least emerged from cess" may not be the word we need in 1997. the building with a currency on which to draw in a "Access" is what happened when buildings were mod- credential-driven labor market. tfied with ramps and special elevators so that individ- In these stark numbers we are looking at different uals previously excluded by structural levels and indicators of "participation" in higher edu- features had the opportunity to enter cation, not "accesa." Compared to participation, access and use the facilities. Indeed, they enter, and in great numbers. But what is easy work. If our rhetoric emphazized participation, they actually do once they are in the we might act more effectively in light of the problems buildings and whether other users in- that these numbers begin to reveal, teract with them in productive I'm not sure what we can do about the "incidental these are not "access" issues. students." More than a third were either high school Similarly, a variety of policies have dropouts at some time or said they really didn't like opened the doors and provided ramps school. For a majority, educational aspirations were into colleges, community colleges, and low, and precollege records followed suit with little other postsecondary institutions for over-higher proportions of our high academic content. This combination is formidable. school graduating classes. Three out of But we can work with and for the other potential four high school graduates (and seven noncompleters, whose histories reflect inadequate high out of 10 black and Latino high school school preparation in mathematics (with the majority graduates) in 1992, for the most recent not getting even as far as Algebra 2), comparatively availablerezample, took advantage of high rates (20 percent) of callege-level remediation in "access" to higher education by 1994. reading, a high incidence of "stop-out," incoherent That 75 percent "access rate" is up courses of study, and a considerable amount of "school from 67 percent for the class of 1982 hopping." Multi-institutional attendance is not damag- and 58 percent for the class of 1972. ing in and of itself, but in this configuration of behav- In this accounting, "access" means iora, it adds to a spiral of disillusionment. that you enrolled for at least one course, How do we address these dissonances so that stu. and stayed long enough to generate a dents with access can use the edifice of higher educa- record. But what kind of record? Data tion more efficiently? Bringing high school students from the National Center for Education through and (especially) beyond Algebra 2 has an in- Statistics allow us to follow the same credibly powerful impact on degree completion. So does students on high school and college improvement in reading skilla, which we 80 naively take transcripts from age 14 to age 30. or for granted. We ask our community colleges, in particu- those in the high school class of 1982 lar, to develop these abilities after students enter the who entered higher education, we find building. Butthere are other options for community col- that, by 1993: leges to help guarantee student learning before "access." Thirteen percent were incidental For example, just as community colleges contract students: They earned no more than 10 credits, and 60 percent were gone within a year of entry. Another 24 percent earned more than 10 credits but less than two years' worth of credits. Most started out in community colleges, nearly half attended more than one college, and an even higher proportion pro- duced a curricular trail for which "amorphous" is a (OVER) generous description. NOV-17-97 MON 2:04 PM OERI / PLLI FAX NO. 202 501 3005 P. 15 with businesses to provide customized training pro- grams, so could they be funded to contract with high schools for courses such as trigonometry and supple- mentary skill-building in reading, using the "feeder" relationships many have developed with high schools in the context of tech-prep and school-to-work pro- grams. Some of this goes on today, but not enough. Another strategy addresses nonschool time, and the dispiriting fact that only 28 percent of commu- nity colleges currently operate precollegiate outreach programs under any sponsorship. De- pending on proximity to the student population, qne could choose ap- proaches ranging from year-round Sat- urday schools (rural, suburban) to drop-in community technology centers (urban) to Intranet links from commu- nity college learning centers to termi- nals in libraries, churches, and other community institutions. The participa- tion problem requires a vast expansion of these efforts. ut we need to do some work in- B side the building, as well. The rates of stop-out and eclectic multi-institutional attendance reflect poor monitoring and advisement in college as much as student con- sumerism. The fact that a significant pro- portion of the noncompleters have no academic identity indicates, too, a failure to assist them in finding fields of interest and strength. To counter stop-out, col- leges may have to bend the rules to keep the student enrolled, attached to the institution and its community, even if for one course per term. The task of assisting students in establishing aca- demic identities, though, is more diffi- cult and may involve a degree of insti- tutional candor and risk that we rarely encounter in higher education. If the student expresses interest in a partic- ular academic path and the college has nothing to offer in that field but a trail with potholes and washed-out bridges, it has an obligation to help the student transfer to a school that can do better. After all, if we really care about something more than "access," it's the student who counts, not our in- stitutional egos. Clifford Adelman serves as a senior" research analyst with the U.S. Department of Educa- tion in Washington. VALUING DIVERSITY AN ONGOING COMMITMENT W e t h e People © We the People @ IBM are first and foremost individuals. Individuals in every sense of the word. We come from diverse origins, live different lifestyles and pursue our own dreams. What we share is the belief that each and every one of us makes a meaningful contribution to IBM. We also believe that no particular background has a monopoly on innovative thinking enjoys inherent advantages or possesses the secret to success. In fact, We the People @ IBM believe that "none of US is as strong as all of us." We are that much stronger because of our social and cultural diversity: What's more, we're proud to be part of a company that is sensitive to the needs of its employees and their communities. We are also proof of IBM's ongoing commitment to a single measure of excellence. A standard based solely on talent, results and commitment. Together, We the People @ IBM - American Indian, Asian, Black, White, People with Disabilities, Gay and Lesbian, Hispanic, Men and Women, Young and Old, or any combination - will lead Team IBM through the 90s and into the next century. Table of Contents 3 The Open Culture @ IBM 7 Diversity Programs @ IBM 7 Equal Opportunity @ IBM 11 Affirmative Action @ IBM 14 In the Community 15 Professional Opportunity @ IBM 31 Expanding Educational Opportunities 35 Work/Life Programs @ IBM 41 IBM Principles 42 IBM Policy Letter: Workforce Diversity in the United States 44 An Ongoing Commitment @ IBM: Outside Recognition 45 Employment Data for U.S. Locations 1993-1995 People @ IBM: ILEANA & VINCE VILA First we formed our t e a m, then we found our IBM gave us more than field of d re ams. It offered an environment the appeals to our competitive natures lleana: 20 years @ IBM. Advisory Engineer, while satisfying our desire for stability. Personal Systems Group. BS Electrical Engineering, U. of Miami (#) in class). Born: Cuba. Interests: Woman's soccer league, working out, It encourages us to work hard. play hard. watching daughter play soccer. Member: Society of Women Engineers, Cary High Athletic Club. Vince: 20 years @ IBM. Consulting Program but never lose sight of the real meaning ÷ Administrator, Personal Systems Group. BS Electricol Engineering, U. of Miami (magno cum laude). Born: Cuba. Interests: Soccer, of winning - balancing successful careers college football. Membership: Cary High Athletic Club, Capital Area Soccer League, church building campaign. The Vilas live in Cary, NC, and have and our home life. " The Open Culture @ IBM IBV 3 C collerell, diverse organization. Inclusion has been on integral part of our workforce diversity is a strategic corporate culture for more than 80 years. As one of the first global enterprises, and imperative. To know our markets and C: leader in OR industry characterized by original thinking, we've long recognized serve them well requires that 116 the value +: different people bring to our company. Toward that end. WE understand them. And understanding introduced - mony years before required by law - practices and policies that comes from employing people who encourage workforce diversity. represent those markets. Only by drawing the best people from today's vast and diverse pool will we achieve Today. IBM has one of the most our business objectives. diverse workforces in the world. A AN ONGOING COMMITMENT person's gender and ethnicity are only Building a team of outstanding. dedi- two aspects of diversity. Over time. we cated people requires focusing not on have expanded our definition of what an individual 15. but on his or diversity to include those human her knowledge. skills and ability characteristics that make each person It also means recognizing that umque: race. color. gender. national characteristics unrelated to job per- origin. culture. lifestyle. age. disability: formance are entirely irrelevant. sexual orientation. Vietnam-era This perspective was not veteran status. economic or marital formed overnight. For more than status and religion. two generations. IBM has worked to STRATEGICALLY CORRECT establish a workforce free from In America. diversity is still a political all forms of discrimination and issue - for example. the current harassment. The first disabled debate over abolishing affirmative employee joined the company in action. For IBM. diversity has tran- 1914. IBM placed women in profes- scended politics and is clearly a sional positions in 1936. and named business issue. To compete and win its first female vice president 11) 1943. in the marketplace. we need to The first Black sales representative attract. and to retain. the most tal- was hired in 1946. and a Black engi- ented and motivated people. This is neering manager was named in 1956. as true in our U.S. markets as it is in A GLOBAL APPROACH TO DIVERSITY the global arena. Workforce diversity fuels the high The IBM principle "The mar- performance culture necessary to ketplace is the driving force behind compete in the global market. Since everything we do" helps explain why 1924. when the company became Diversity € IEN 3 ople @ IBM: IRA DEARING ' I needlework and workplace, , the greater the a OF OEN the more interesting the As both an advocate results. for diversity and as a needleworker. I 26 years @ IBM. Development Programmer consistently find that it is the differ- on assignment as Human Resources Equal Opportunity and Diversity Program Manager, Storage Systems Division. BA Mathematics, ences - whether in color. material o: California State University at Chico. Interests: Needlework, traveling. Member: National Assn. of Minority Engineering Women Program point of view — that add vitality and Administrators, National Society of Block Engineers Region Six Advisor, National Action Council for Minorities in Engineering. Morried create the best product. " with one child. The Open Culture @ IBM International Business Machines. The People @ IBM: TRIVINO we've considered the world our SEYMOUR market. Today. it's interesting to con- sider that IBM does business in almost every nation on earth. With so universal a scope. it's imperative 115 promote an equally international per- spective. A. a global company. we view every citizen of every country as a potential consumer. consumers must know that 1BM employs people who look :-: proteciate them. They must believe our people have meet the business and personal needs. IEM employee: where E' they work. 015 " wouldn't be here if il weren't 0 nurturing pick A: any given time. 1BM where I could grow. Grow employees are op assignment 111 for- with my family. Grow as an individual and eign countries. These individuals play be recognized for my effort. My managers 3 critical role in our global strategy. have always understood that being 0 wife They may be on assignment to help and 0 mother are the most important introduce new products in their things to me. " home markets. or as part of an international team developing prod- 16 years @ IBM. Express Services uses or strategies. What every visiting Marketing Representative. BA Business IBM employee can expect during his Administration, U. of Texas, Austin. or her assignment is to be treated as Interests: Her daughter's Girl Scout troop, an equal member of the IBM team. interior design, eating out, travel. Member: Alpha Phi Sorority, Girl Scouts of America. Married with two children. 1e People @ IBM: WALT SMITH I m just a hall t O W n boy trying to make the whole wor Id my small town. When IBN looked at menther didn't see a blind man. Them saw an opportuni, Disabled Employee of the Year, When at first it didn't work out. they 1995, CAREERS & the disABLED Magazine 17½ years @ IBM. Technical writer, have turned away. but they didn't We Networking Hardware Division. BS Education, Clarion State College, Clarion, PA; MLS, U. of Pittsburgh, PA. Interests: Amateur radio, reading looked again. and together found place (history and biography), surfing the Internet. Member: American Council of the Blind, American Radio Relay League, Handy Hams. where I could succeed and I did " Married. Diversity Programs @ IBM Justice notion must demonstrate the will to acknowledge and correct evidence of Opportunity Programs keeps our inspubli. C company must understand how these issues impact its bottom line. We corporate culture vital. increases (' 10 addressing social issues that could inhibit our effectiveness our productivity: and enhances our Since workforce diversity is C strategic resource. we have poli- presence in the marketplace. Initiatives that encourage and sustain diversity. These programs REAL OPPORTUNITY what VE do 05 C company. they ore centrol to our success. Discrimination on the basis of factors :: workforce diversity is built on three platforms: Equal unrelated to the job simply are not E Action and Work/Life Programs. Equal Opportunity means tolerated at IBM. Individuals are ct eve:, level of the company to qualified individuals. hired and promoted on the basis of include: those programs the: ensure everyone has the opportuni- their qualifications and job-related of ONCE on on equal basis IBM Work Life Programs help requirements. To proceed otherwise the increasing obligations of their would be wrong and have a detri- mental effect on our business. IBM's first written statement of equal opportunity was published in 1953. more than a decade before Equal Opportunity @ IBM the landmark Civil Rights Act of Equal opportunity means equal access 1964. This statement reinforced to the workforce. For minorities and IBM's commitment to nondiscrimi- people with disabilities. access was natory hiring practices. Since then. once a matter of getting through the our policy has maintained a nondis- door. For women. who were tradi- criminating and harassment-free tionally confined to clerical and environment. where no IBM support work. It was access to profes- employee feels at a disadvantage sional and managerial positions. because of his or her differences. but Today. access is about the where all employees are confident elimination of all barriers. It's about they will be evaluated solely by their encouraging individuals to compete qualifications. for advancement. up to and including At IBM. we work toward creat- senior management and executive ing an atmosphere conducive to the positions. Equal opportunity is not a highest quality work. A workplace static concept As doors open for where all people feel comfortable and groups previously excluded. the con- productive. Furthermore. IBM will not cept continues to expand. In the final allow any behavior that creates an analysis. our commitment to Equal intimidating or offensive environment. The People @ IBM: TERRY POPP " The warrior spirit is alive + well. Good 1 think of for IBM, bad for the competition. the marketplace its .1 new frontier. where my traditional tribal 11½ years @ IBM. Inside Sales Manager/ values give me and ny team a Professional Development Manager, IBM North America. BA Computer Science, U. of Georgia. Interests: Physical fitness, sports, travel. competitive edge " American Indian - - one-quarter Lakota Sioux. Diversity Programs @ IBM Employees are encourag a to come Architectural modifications and The People @ IBM: forward and talk to their manager at computer adaptations for the any time they have experienced mobility impaired. harassment. Communication chan- Electronic bulletin boards to aid nels. such is Open Door and Speak employees with visual or mobility Up: programs. exist to help employ- impairments. 00 address their situations. IBM publications on audio cas- Because of the corrosive settes for the visually impaired. and effect of harassment on morale and software and printers for Braille productivity. employees engaged in translations. these activities are subject to disci- Sign language interpreters. captioned plinary measures. including dismissal. videotapes and telecommunications On: standard :- outlined 11) the IBM devices for the hearing impaired. Basiness Costine them Your In addition. 1BM has developed and other 1BM publications. a variety of products and services " ACCESS POR RECELE WITH DISABILITIES used by employees that are aiso avail- Everybody has their Since the earnest days at 1BM. people able in the marketplace. including: idea of family. This is with disabilities have engoyed oppor- IBM ScreenReader* with audio mine. At home, I enjoy a deeply number in biring and training In fact. output for computer users with committed 14-year relationship and BMS commitment to people with visual impairments (also available two beautiful children. And at work, disabilities has demonstrated itself with OS graphical user inter- supportive management that helps me ::: renovated buildings and offices. face screens). be my best at home and in my career. " and through the introduction of cut- IBM SpeechViewer* 11. a comput- ting-edge technology. These actions. er program that converts elements 14 years @ IBM. Associate Programmer, which offer greater access to employ- of speech into interactive graphic Software Group. BS Police Science Admin., ce with disabilities. began decades displays with audio feedback to Northern Arizona University. Interests: before the first federal law addressed increase the efficiency of speech Her children, the Internet, raising cockatiels. this issue therapy: Member: ¡HABLA! (school parent group). Today. employees at all levels IBM THINKable*. a multimedia Debbi (standing) with domestic partner of the company who have known software program to help people and two children. disabilities are included 11) the com- with memory loss resulting pany's affirmative action program. from head injury. developmental The following are examples of work- disabilities. drug abuse. neurological force accommodations made for IBM disorders and other cognitive employees with disabilities: disorders. Diversity 9 The People @ IBM: DEBRA ZYKOFF & CARRIE HARDEN. 5 If the question is work or family, Job sharing gives 111 the best of Ourlanswer IS both all possible worlds - time with our families. income. and Debra (left, in photo): 12 years @ IBM. professional satisfaction - while it offers Executive Secretary, Semiconductor Research and Development Center. Interests: Needlepoint, booting, collecting crystal pieces. Married with the company two dedicated. hardworking one child. Carrie (right): 13 years @ IBM. Executive Secretary, Semiconductor Research and professionals. It's a balance that works to Development Center. Interests: Horseback riding and swimming. Morried, three children and one on the way. everyone's satisfaction. " Diversity Programs @ IBM AccessDos. a collection of software tures and brings to the worldwide aids that provide extended key- marketplace products specifically board. mouse and sound access for created for individuals with disabil- IBM DOS users. These extended ities. IBM Special Needs Systems access features have been incorpo- has contracted with selected market rated into the standard OS/2* resellers and vendors of disability operating system. products to market these products. IBMANe. Type Dictation* a voice recognition product that allows In 1967. IBM created on equal opportunity department to establish quidelines is ful. J person to provide voice input filling company policy. Today. workforce diversity is administered throughout the busi- 10 computer. ness and 01 every IBM location. IBM KeyGuard. a molded key- The workforce diversity staff ensures that IBM S policies - and the - 05 board overlav with holes that fully observed. IBM managers are responsible for implementing our workforce diver- expos, and isolate each keytop. sity objectives. To help and guide them, managers receive annual owareness training this enhancing keving accuracy for C: well as evaluations on how well they meet our goals. Employees also participate : these may have impaired hand 01 least one review 0 year 10 ensure that they understand IBM policies and programs organi muscular control. IBM communications regard- OPPORTUNITIES FOR VIETNAM-ERA AND mg our program for people with SPECIAL DISABLED VETERANS disabilities include an awareness and Another group included under training module for line management the umbrella of workforce diversity OF the Americans with Disabilities is Vietnam-era and other Special Act. enacted in 1992. Disabled veterans. IBM is committed IBM has also established orga- to the employment and advancement nizations to assist people with of these men and women. as well as disabilities including the following: their participation in the economic Till Special News Programs Depart- mainstream. IBM employs nearly ment in Somers. NY. which reviews 12.000 Vietnam-era and Special product design for accessibility and Disabled veterans - in all areas and at coordinates research projects both all levels of our business - throughout within and outside IBM to apply the United States. new and emerging technologies to products for people with disabilities. Affirmative Action @ IBM Special Needs Systems in Austin. TX. 1BM affirmative action programs pro- Trademark or registered trademark of which designs. develops. manufac- vide individuals with the opportunity International Business Machines orporation. [he People @ IBM: FRANCES ALLEN This view from an 1vory Em an explorer in tower. both the physical and intellectual worlds. My work at 39 years @ IBM. IBM Fellow, IBM Research. IBM has always provided exciting 1995 President of the IBM Academy of Technology. BA Mathematics, SUNY Albany; MA Mathematics, U. of Michigan. Hometown: Peru, NY. Interests: opportunities for exploring new terrain and Mountain climbing, skiing, environmental issues. Member: Croton Village Planning Board, various professional organizations. challenges that test the limits of my creativity. " Diversity Programs @ IBM (1) compete. and to advance. on an the federal government's "Plans for The People @ IBM: equal basis At IBM. we have found It Progress" - a voluntary effort to in our best interest to offer assistance aggressively promote and implement to all who are disadvantaged. equal employment opportunity. At Our policies don't simply follow that time. our U.S. minority popula- the law. they assume the spirit of the tion totaled 1.250. or 1.5 percent of law Affirmative action at IBM is a our workforce. long-term investment IN people and By the end of 1995. minorities their communities. Our programs had increased to more than 19.400 work 1.1 eliminate disadvantage. not to regular employees. or 18.2 percent. give anyone an advantage. They create During the same period. the number .1 level playing field. where everyone of women employees grew to over has the opportunity 10 compete. 30,000. or 28.7 percent. :. More than 3.500 women and 1BM sets goals by job groups. These more than 2.000 minority employees " goals are based on our populations In held management positions at the The adrenaline rush of the feeder groups - those jobs from end of 1995 And of these. more than responding to on emer- which % typically recruit 10 fill .1 2.000 were in senior management. gency call and getting C particular posmon. For example. for Of the 10.676 new employees system up and running ore entry-level positions. 111 look at the hared in the U.S. last year. over 27 surprisingly alike. The things I do composition of the relevant labor percent were minorities and over 32 at work, and out of work, require creative market percent were women. The numbers solutions and give me immediate satisfaction. Goals are not quotas In huring include more than 850 college grad- Both IBM and the ambulance corps offer the and promoting. goals are flexible and uates. of whom approximately 32 opportunity to be 0 part of something as require good faith efforts on the part percent were minorities and 30 per- exciting as it is important. " of IBM managers. In meeting these cent were women. goals. candidates are selected from MENTORING PROGRAMS @ IBM 19 years @ IBM. MQSeries Consultant, among the best qualified. in .1 way One of the most personal ways for Integrated Systems Solutions Corporation. that ensures IBM is hiring the best management to demonstrate support BS Electrical Engineering, Newark College; people possible. for our workforce diversity goals is MS Electrical Engineering, New Jersey FORWARD MOTION @ IBM our mentoring programs. These pro- Institute of Technology. Interests: Ambulance The percentage of minority employ- grams encourage people from diverse corps, woodworking, brewing beer. Member: ee at 1BM has increased substantially backgrounds to enhance their career Blooming Grove Ambulance Corps. Married 11) the past 30 years. In 1962. IBM potential through the help of a sea- with four children. WAS one of the first companies to join soned professional. 13 Mentoring is based on com- services and cash to social. cultural mitment to trust and confidentiality and educational programs amounted between participants. It is a way to to more than $65.3 million. receive both positive and negative This commitment is reflected feedback. in an informal and. most in a wide variety of programs. includ- important of ail. nonjudgmental ing the following: environment. COMMUNITY SERVICE ASSIGNMENT PROGRAM While mentoring in itself is not Employees who want to contribute new. women. minorities and the dis- to community organizations may abled have traditionally been "out of apply for the necessary time away the loop." and. consequently. at a dis- from work through the Community advantage Mentoring 16 designed to Service Assignment Program. Place- eliminate this disadvantage once and ments can be requested by employees. for all. nonprofit organizations or IBM. Most assignments are for one year with full For us-fc : 5 must be sensitive 10 our IBM pay: employees and dedication in return. Since 1971. more than 1.000 - Lee Gerstne: IBMers have been granted assign- Chairman and CEO 1BM ments. The American Red Cross. Phoenix House. National Urban In the Community League and National Executive A1 IBM. the word community refers to Service Corps are some of the organi- social networks and obligations. It is zations that have participated recently. where we work. live and sell our COMMUNITY SERVICE CAREER PROGRAM products and services. Therefore. it's The Community Service Career not surprising that IBM is involved in Program allows employees to work the community. full-time with community-based One of IBM's guiding princi- organizations upon retirement from ples is: "We serve our interests best IBM. Retirees accepted into the pro- when we serve the public interest." gram receive full IBM retirement IBM is committed to improving the benefits and a portion of their final quality of life in the communities salaries for up to two years. where IBM employees live and work. Participants have accepted In 1995. the company's worldwide positions with organizations that contributions of technology: people. address issues such as AIDS. illiteracy. continuedonpg.27 Professional Opportunity @ IBM As anyone who has encountered it knows. a "glass ceiling" isn't an archite decoration. It's a metaphor for one of the most persistent forms of discriminant the final barrier that separates women. minorities and people with disabilities their achieving the very top positions in a corporation. Today; there is no policy, rule or institutional attitude at IBM that supports a "glass ceiling." While statistically in certain areas. the representation of ties or women is not ideal. we've made significant progress. Continuing the progress is a strategic objective at IBM. and a central issue of workforce deversity IBM is serious about eliminating any barriers and erasing any cultural that reinforce a "glass ceiling." Toward that end. 111 have established ::.. following objectives: We actively support investing in people from diverse backgrounds. We create, through our hiring. a pipeline of those individuals We establish an environment of quality and excellence conducive 10 full participation and personal and career growth. We demonstrate the willingness to expend the time and energy 10 develop people and provide them with opportunities commensurate with their abilities We the People @ IBM who make up this special section are proof of IBMs commitment to professional development. We not only represent IBM's diverse constituencies. many of us lead organizations that would rank. if independent. among the largest in corporate America. Rod Adkins Shakil Ahmed Janet Andersen 15 years " 113M General Manager. 27 years !! IBM Director. Development 23 years i! IBM. Assistant Treasurer. Commercial Desktop Systems. Personal Staff Corporate Headquarters. Corporate Headquarters. BS. Brown Systems Group BA Physics Refus College: BS Mechanical Engineering University University: MBA. MIT Sloan BS and 115 Electrical Engineering. Georgia of Karachi: MS Metallurgy Michigan State Business School. Interests. In-line Tech. Management Development Program. University MBA. Pace University: skating. hiking reading. gardening Harvard Business School Interests: Karate. Hometown: Karachi. Pakistan. Interests: Member Twin Lakes Water Works Board tennis. reading. Little League coaching. Bridge. behavioral science. Member. Institute of Directors "If there is .1 risk. I can Member Kappa Airlin P.: Fraturnity-life of Electrical and Electronics Engineers. make a difference." member. Nad. Society to: Black Engineers- Co-char 1BM Asian Task Force. Married 1BM Executive Sponsor. Southeastern with two children. Consortant for Minorities 15 Engineering Board Married with illo children Sharon Blasgen Bruce Boggs Kathy Butler 27 years " 113M Associate General Payears a IBM. General Manager. 21 years a IBM.Vice President. Counsel. Storage Systems Division. Southwestern Area. 1BM North America Worldwide Software Technical Support BA. Scripps College ID L. of Cantosma BS Computer Science. U of South and Services. Software Group. at Berkeley Boak Hall School of Law. Carolina Hometown: Greenville SC. Interests: BA Mathemanes. College of Mount Saint Interests: Her family Member Cahforma Mountain climbing. sailing golf. Member: Vincent. Interests: Her nieces and nephews. Law Employment Council Executive Dallas Citizens Council. Co-chur White Male gold sking piano playing. photography Committee Permisel. AND General Tack Force Married with three children Counsels A...... Insure ... Envirol and Electronics Engineers Married with two children Professional Opportunity @ IBM Harold Bailey Brenda Bazon Diana Bing 25 years !! 1BM Vice President Lorus It years i!! IBM. Vice President. Direct 19 years is IBM Director Resource Markering Integration BA Philosophy and Marketing Western Area. 1BM North Development Personal Systems Greep B Apphed Mathemines Brown University: America. BA Art History. Princeton BA. SUNY-Brockport M.Ed and MA. Honorary P!:.D Homene Letters Brown University Interests Culinary arts. oenophihia Columbia University. Interests: He: University Interests. Tennis. reading "IBM allows me to pursue research. discuss gardening. travel. reading Member Business Member: Trustee Emeritus - Brown and solve problems. 34 part of J team of Advisory Council Chan. St. Augusting University, Director of Diamock incredibly bright people." Married with College. Atlanta University Center Beard Community Center - Boston 100 two children. of Directors Married with one child Black Men of Stamford CT. Married with two children. : Carolyn Chin Michael Coleman Roul Cosio " IBM Vice President. Strategic 20 years 'a IBM. General Manager. 21 years a IBM. General Manager. Process Corporate Headquarters PC Servers. Personal Systems Group Manufacturing and Procurement. BS Engineering. Renselaer Polytechnic B.A. MBA and Ph.D. Gonzaga University Server Group. BS Electrical Engineering. Institute: MBA Harvard Business School Interests Hiking. camping. music Member: U. of Miami. Interests: Sports. travel Interests. Her daughter. origan. voluntary Active with Bov Scouts. battered women Member: C. of Miami President's Countril Menther Committee for and other charities Co-chair. IBM People Co-chair: IBM Hispame Task Force Eveneme Development, NYC Outward with Disabilities Task Force. Married with Married with three children Feed :- the Can of New York two children White House Fellows two Renselaer Co-chair Asian Task Force. Maried with CIR chald Earlene Cox Marianne Crew Patt Romero Cronin 17 years !! IBN Director Federal Income 22 years is IBM.Vice President. Technical 15 years a IBM Director. Enterprise Data TJX Operations. Corporate Headquarters, Support. IBM North America C. of Marketing Software Solutions Division BA. U of North Carohna-t ereensboro: ID. Tennessee Memphis State University, BS. U of Santa Clara MBA. Golden Gate U. of North Carelina-C hapel Hill. Interests: Interests. Family and friends. horseback University. Interests: Her family. kid's school. Competitive tennis Member T. Executive riding. Member: Norwalk Hospital Board home projects Member: Ministry of St. Institute. Umon Child Davoine Board of of Directors. Guiding Eyes for the Blind bidore. Girl Scours. :A. my career advanced. Directors VPTW has Skv best about Area Coordinator "I'm a very fortunate I was able to keep the balance of work and business and tentes how both require woman. truk blessed 11) this life. who " family. People were " supportive after my you to be JO your aggressive i'.. committed to helping those who have first child. there W.I no question about taker." Married children not been given the opportunities I have having a second and a third." Married enjoyed Two children. with three children Armando Garcia Jose Garcia Maria Garcia 14 years !! 1BN: Vice President. Services. 2- years a IBM. General Manager. 22 years @ IBM. Semor Contracts and Applications and Solutions. IBM Research Consumer Desktop Systems. Consumer Negotiation Executive. Integrated Systems BS Electrical Engineering. L of New Division. BS Electrical Engineering Solutions Corporation BA. Barnard College: Haven. MS PM i) Electrical Engineering L of Tennesse: MS Electrical Engineering. ID. Columbia University Law School. and Computer Screence MIT. Interests: U of Kentucky. Hometown: Cienfuegos, Member. American Bar Assn.. New York State His children. Corting fiving. Cuba. Interests: Walking. SCUBA. golf Bar Awn. "When I began my career. 1BM sking Member Institute 0: Electrical Member. National Hispanic Corporate already understood family issues. 1 had ny first and Electronicos Engineer- Married with Council. Co-Chan: 1BM Hispanic Tash child and then another. Today. they are both 111 three children. Force. Married with three children. college. IBM always supported my decision to be a mother and a professional." Co-chair IBM Hispanic Task Force. Married with two children Professional Opportunity @ IBM Barbara Ellis Nancy Faigen Lorraine Fenton 22 your " 1BM Director. Worldwide 1- years iii IBM. Executive Assistant. 25 vears !! IBM. Vice President and Fulfillment Protect Office. Technology Office of the Chairman and CEO. Corporate Corporate Information Officer Information Group B Business Education. North Headquarters BA and MBA. Darmouth Technology IBM North America Carolina ANT State University MBA. Pace College. Hometown: Palm Beach FL. BA Mathematics. Dickmson College. University, Interests: Reading. community Interests: Her children. golf. sking. aerobics. Interests: Reading music. tenms. goif service Member: Operation Link-up Married with two children. Member. Marymount College Board Memoring Program. Pace University-Dyson of Trustees. Fairfield County Girl Scours College Advisory Beard. Delta Signa Thera Corporate Board "I feel lucky I've had Screenty P.C.. Namenal too: of Female many great opportunities. challenging nobs. Exeratives Co-chan 1BM Women's T...h supportive friends and family." Form Married with one child Carlo Gude Satish Gupta Annette Haile 2. 1BM Director. System Software 14 years @ IBM. Vice President. Technical 22 years a IBM. Director. Solutions Structure. Software Group. B.A. Vassar Plans and Controls. IBM Research. Design Delivery and Supply Management College MA. Cornell University Interests: BS Technology Indian Institute of IBM North America. BS Biology loin: Funnh and themas, sking sailing Member: Technology. Kanpur. India: MS and Ph D Carroll University MBA. Baldwin Wallace League of Poughkeepsie Married Computer Science Carnegie-Mellon College. Hometown Gary: IN Interests children University Born. Delhi. India. Interests: Theater. Chinese martial arts. crafts. Hiking. cooking. Ping-Pong. Member: Ann Member: Studio Theater Board of Trustees. of Computer Manufacturers. Institute of Co-chair IBM Black Task Force. Electrical and Electronics Engineers Married with one child. Iro Hall Nancy Hayes Dennis Hearon !1 years !! IBM. Director. International IS years iii IBM. General Manager. 29 years @ IBM Vice President. Operations. Corporate Headquarters International Operations and Business Availability Services. IBM North America. BS Electrical Engineering. Stanford University, Process Reengineering. Corporate BA Mechanical Engineering. City College MBA. Stanford University. Interests Skiing. Headquarters. BA Finance. U of Dayton: of New York: MS Industrial Engineering golf. sailing. Member Southern New England MBA. L. of Chicago. Hometown: Chicago. Polytechme Institute of Brooklyn. Interests Telecommunications Corp. Board of Directors. IL. Interests Recording for the blind. volun- Carpentry SCUBA photography Member Jackie Robanson Foundation Board of feering with semors. mentoring Outward Bound USA Board. North Directors. Alpha Pm Alpha Fratemary THE Carolina Outward Bound School Board. important to me to contribute sumukineoush "I'm curious about almost anything" to my family. 1BM and the communiral" Married with two children. Married with two children Ron Lauderdale Cathy Lewis Charles Lickel 21 years a 1BM Legal Counsel AS 400 17 years @ IBM. Semor Director. Services 17 years ia IBM Vice President. S 390 Division. BS. Ohio University: ID. Ohio Marketing Lows Development Corp. Software Development. Server Group State University Hometown: Columbas BA Mathematics. Grambling State BS. SUNY-Albany. Interests: Hiking. swim- OH. Interests H:- children family. golf. University Hometown: Minden. LA. ming. stamp collecting Co-chair: IBM history. Member American Be two Interests: Tennis. bicycling Member: Gay Lesbian Task Force. Domestic partner. NY State B.:: A..... California B.: A...... National AND of Female Executives. American Corporate Counsel Ave... Elected one of five Women III Technology Greenwich Coentry P.n. School Board US Black Engineer Magazine, 1994 Married of Trustees. 15 exciting being . part of the rebuilding of IBM" Married with two children Professional Opportunity @ IBM optinued Frank Jones Jill Kanin-Lovers Kim Kispert Servears !! IBM Vice President. S 390 7 months is IBM.Vice President. Human 18 years i! IBM Director. Business Worldwide Manufacturing and Site General Resources - USA BA. SUNY-Albane: Development. IBM Credit Corpo: MAY Manager. Poughkeepsie BS Electronic MA. U. of Pennsylvania: MBA. Wharton BA and MBA Harvard Business School Technology. Verginia State University: Business School Interests Hiking. biking Hometown. Detroit. MI Interests: Reading Hometown: Brodnax. 1:4. Interest Golf. murder mysteries. Member: American sports Member: Family Centers bic. Board fishing. Member: Alpha Ph: Alpha Fraternity: Compensation Assn "I came to IBM when I Horizons Student Enrichment Program Misons Gait-m-Kind America Board of realized that I was going to be part of a team Fundraising Committee Married with Trustees Poughkeepsie Chamber of that was not only reviving a great business two children Commerce Married with THE children but also 3 global asset" Married Lip Lim Allison Lowrie Sharon Matthews 2: Vehic it 1BM. Director Worldwide 21 years a IBM. Director. Worldwide 15 years :a IBM Director Human Application Software Strategy: IBM Europe Channel Initiative Worldwide Channel Resources. IBM Credit Corporation M.ddle East Africa. BS Electrical Strategy and Management. IBM North BA Purdue University. Graduate studies Engineering and Pn.D Computing Science. America. BA Biochemistry Mathematics Cornell University Interests Emoyy be: Imperial College. London University Mount Holyoke College Hometown children and family. her two cars. travel. Hondrown. Singapore Interests Day hiking. Littleton. CO Interests: Tennis. sking. reading mysteries. Member: Purdue Black an: museums. wildflowers Member: R.C. hiking Member. Elder of Presbyterian Cultural Center Fundraising Committee Ketchant High School Chapter of American Church of Old Greenwich. CT. "I an family-onented but energized in: Free Services Co-chair. IBM Asian Task hard work and achieving results Married Fe... Married with one child with two children. Dan McCurdy Cynthia Mitchell D'Jaris (D. J.) Moore 13 years " IBM. Director, Business 22 years @ IBM. Director. Consulting 22 years @ IBM. Vice President. Markening. Development IBM Research and Systems Integration. Integrated Systems K-12 Industry: IBM North America. BA Histon Pointical Science. U of North Solutions Corporation. BA Mathematics. BS Biology Bennett College: MS Biology Carohna-Chapei Hill summa can lander. Syracuse University Interests: Her family. North Carolina A&T University National Interests: SCUBA. running weighthting. gourmet cooking. golf. Married with Science Foundation Grant recipient. art. Member: Board of Directors SiBond two children. Interests: Collecting art. swimming. travel L.L C., U.S. Competitiveness Poincy Coancil. Member: Black Women's Corporate Ha!! Phi Bet., Kappa. Order of the Gral. of Fame. Los Angeles YWCA Leadership Co-chair: 113M Gay Lesban T.... Force. Council. Atlanta Chapter of the March Domestic partner of Dimes Board of Directors Conchita Robinson Anita Ross Chuck Savage 14 years a 1BM Vice President. Software 22 years a IBM.Vice President. 28 years @ IBM. Director. Custom Marketing. IBM North America. Management Services. IBM Latin America. Technology Offerings. IBM North America. BA Mathemitics Newberry College. BA (Honors French & Classics. MA and BS Chemistry. Savannah State College Interests. Traveling listening :- music. Ph.D French Lit. & Linguistics. University Interests: Old Testament study. pastoral care Member: American Kidney Fund Board. of Manitoba. Canada Interests Culinary and counseling Member: Leadership Atlanta Teachers as Leaders. Inc. lunio; League. are photography. needlework Member: Omega Psi Phi Fraternity "IBM 15 more Leadership Arlanta. Morehouse is Spelman Intl. Personnel Assn.. Latin American than a 9-5 job and so R my pastoring work." Colleges menter Two children. Personnel Arm. Catalyst. TIBM give. me Married with TWO children. the opportunity to work with : splendid arrav of talented people." Professional Opportunity @ IBM Carolyn Perkins Elizabeth (Eli) Primrose-Smith Gerry Prothro your a IBM. Executive Assistant to I years is IBM. IBM Director. Worldwide 20 years " IBM Vice President and Charl General Manager Global Services Olympic a Sports Operations. Corporate Information Office: Corpor is Header :.... BA Economics Westeyan University: MBA. Headquarters BA English Lit.. Stanford BS Mathemanes Physics and M\ America. U of North Carolina Interests: Her family University: MBA. UCLA. Hometown: Physics. Howard University Executive UM basketball. singing. terms Broadway Balumore MD Interests. Knitting. wim- MBA Program. Harvard Business School masseals the Internet. ming reading Member. Los Angeles Sports Hometown: Atlanta GA. Interests Council Executive Board. American Athletes Photography flying. sports Development Foundation Executive Board. swimming jazz. contemporary ... Women's Sports Foundation Advisory Board. Member: Howard University Board : American Basketball League Advisory Board. Trustees Co-chair: IBM Black T.S. Form Married with one child Married with three children Fernand Sarrat Raj Seksaria Jim Stallings 21 years " HBM General Manager S years is IBM Principal and Competency 11 years ill IBM. Director. Workdwick Network - Centric Compoting Marketing Leader. Business Architecture. Worldwide Sales. AS 4001 Division. BS U.S. Navil and Services BA Economics and Psychology. Transformation Consulting Group. Academy: MS. American University Stanford University: MBA. Wharton School BS Chemical Engineering Indian Institute Hometown: Raleigh NC Interests H1. of Business U of Pennsylvania Hometown: of Technology Kanpur. India: MS Chemical family. golf. running Member. Enterprise San Salvador. El Salvador Interests: Reading. Engineering. U. of Kentucky-Levington: Florida Board of Directors U of North fundy Member: Intl MBA Finance Marketing. U. of Chicago Florida Board of Directors. "1BM will it How. of Publiciphina Board of Trastees Interests: Photography. travel. Member: you go it f.it its you wan: : go.Yoake Mirroad with three chudren Strategic Management Society. Married only limited by you! willington is were with one child hard and your imagination Married with two cinidren Nancy Stewart Curtis Tearte John Thompson 25 years iu IBM Vice President. Global 17 years @ IBM. Vice President of 25 years a IBM. General Manager. NetWorkStation Management. Integrated Marketing Distribution Industry: IBM Personal Software Products Division. Systems Solutions Corporation North America. B.A. Brandeis University: BA. Business Administration. Florida A&M BS Mathematics and MS Management. MIT. ID. U. of Connecticut. Interests Sports University: MS Management Science. MIT. Interests. In-line skating. theater. mountain enthusiast coaches daughter's basketball Hometown: West Palm Beach. FL. Interests: biking. Member: Child's Play Board. team. Member: Omega Psi Phi Fraternity - Hunting. outdoor sports. jazz. Member: Children's Theater Group. Institute of inte member. Brandeis University Alumni Kappa Alpha Psi Fraternity: North Indiana Electrical and Electronics Engineers. Ann U of Connecticut Alumni Assn.. Public Service Company Board of Directors. Coalition of Black Women. NAACP - his NAACP Married with one child Co-chair: IBM Black Task Force Married member. National A... of Negro Business with two children. & Professional Women. L.G. (Buzz) Waterhouse Herbert Watkins Irving Wladawsky-Berger 22 years a IBM. General Manager. 30 years .á IBM. Senior Site Location 25 years @ IBM. General Manager. Internet Marketing and Business Development. Executive. Charlotte NC BS Mathematics Division. MS and Ph.D Physics. U. of Global Services BS Finance Penn State Physics. North Carolina Central University: Chicago Hometown: Havana. Cuba. University MBA Finance Youngstown State MBA. Pace University. Interests SCUBA. Interests: Baseball. the Olympics. jazz. cook- University: Interests: Reading science fiction. sking. road running. classical music. ing. the Internet. Member: Fermilab Board travel and adventure. Member Smeal Member: Queens College Board of Visitors. of Overseers Co-chair: IBM Hispanic Task College of Business a: Perm State Board Alpha Ph: Alpha Fraternity 100 Black Men Force. Married with two children. of Visitors. Conference Beards Council of America Married with TWO children of Planning Executives. Co-char- 1BM American Indian Task Force. Married with two children. Professional Opportunity @ IBM Greg VanErt Donna Van Fleet Anne-Lee Verville 2- years " 1BM Vice President Human 27 years a IBM. Vice President AIX 29 years !! IBM. General Manager Resources and Skills Development. Global Systems Development. RISC System 6000 Worldwide Education Industry. 1BM Services. BA Business & Economics Ottawa Division BS Mathematics. Muhlenberg North America. BA Mathematics. Smith University Others. KS. Interests Sports cars. College. Allentown. PA. Interests: Family. College. Interests. Bicychng. cross-country golf. fishing. Member. American Red Crow collecting art. Interature. theater. ballet. sking. reading. Member. Appointed by Board of Directors. Western CT "Atter 25 Member: Open Software Foundation Board President Clinton to the National Skill years I had major surgery. W.js out for six of Directors. Unitorm Aun. Board of Standards Board. Stanhome Corporation months. and then resumed ny career with .1 Directors. St Edwards University School Board. National Alliance of Business Date renewed appreciation for nw co-workers. my of Natural Science Advisory Board and University Fuqua School of Business manager and IBM's benefits." Co-chair: 1BM Co-chain. Married with one child. Co-chair: IBM Women's Task Force. People with Disabilities Task Force. Married with two children. Patricia Wolpert L.B. (Skip) Wyatt AI Zollar 2- years " 1BM. General Manager. 24 years @ IBM. General Manager. Western 19 years @ IBM. Tivoli Semor Vice Northeastern Area 1BM North America Area. IBM North America. BS Mathematics President. Tivoli Systems Business Umt. BS Business Western Kentucky University Accounting. Carson Newman College. MA Applied Mathematics. U of Cahforma- Hometown: Brandenburg, KY Interests: letterson City, TN. Interests: Golf. chess. San Diego. Hometown: Kansas City MO. Time... golden antique collecting Member community involvement. Member: Detwiler Interests: Reading. tennis jazz. Member: Missachusetts Business Roundtable Greater Foundation Advisory Board. CA Chamber SUCCEED Consortium External Advisory Besten Chamber of Commerce NYC of Commerce Board of Directors "I enjoy Board. Duke Computer Science Department Beard of Directors. NYC working with smart. passionate. special peo- Industrial Partners Program. North Carolina P.P. enship. Married. ple IBM IS filled with those kind of people." A&T Computer Science Department Married with 1110 children. Advisory Board. Married with two children. ssional Opportunity @ IBM: Working Mothers on the WMC Vorldwide Management Council (WMC). comprised of principal IBM division and corporate stati executives. IS J forum to develop a common under- ng of issues facing IBM and to discuss initiatives which will contribute to the company's overall success. These three women. all working mothers. are ers of the WMC. Abby Kohnstamm 2 /: years @ IBM. Vice President. Marketing Corporate Headquarters. BA. Tutis University. MA Education. New York University: MBA. New York University Interests: Family activi- nes. music. theater. Member Association of National Advertisers Board. Overseers Art and Sciences Board-Tufts University: IBM Credit Corporation Board of Directors. Ad. Council Board of Directors Married with two children Linda Sanford 20 years @ IBM. General Manager. S/390 Division. BA Mathematics. St. John's University: MS Operations Research. Rensselaer Polytechnic Institute Interests Family. piano. basketball. Member: Clarkson PENN University Board of Directors. Co-chair: IBM Women's Task Force. Married with two children. Robin Sternbergh 25 years @ IBM. General Manager. Distribution and Marketing, IBM North America. BA Economics. Pomona College: MBA. Harvard University Graduate School of Business Administration. Interests: Watching son play football and lacrosse, gardening. reading. the Internet. Member: American Institute for Managing Diversiry Board of Trustees. "It never occurred to me that I couldn't achieve both motherhood and my career objectives. In fact, my first executive job came when I returned from maternity leave." Married with one child. Diversity Programs @ IBM affirmative action. unemployment What's more. in 1995. IBM and substance abuse. participated in a number of conven- FUND FOR COMMUNITY SERVICE tions for nonprofit organizations Many IBMers volunteer their time to involved with these groups. help nonprofit organizations or WORKFORCE DEVELOPMENT @ IBM schools in their communities. To At IBM. we've long recognized the encourage employee volunteerism. importance of helping communities IBM established the Fund for prepare people for the workforce. Community Service in 1972. This includes helping them acquire Through this program. IBM con- the entry-level, skills necessary to tributes financial or IBM product find and hold a job. For example. in 1968. following riots 11) Los American education is at 0 crossroads. Businesses must be involved in education, Angeles. IBM initiated a program to but they also profit from this involvement. Their presence is necessary because develop and support partnerships today S students are tomorrow's employees and customers. Our involvement is our with community-based job training investment in future employees and customers." providers by donating equipment. - D. J. Moore supplies. technical services and train- Vice President of Marketing, K-12 Industry, IBM North America ing. Several years later. IBM launched a similar initiative to train grants to community organizations or and place people with severe physical educational institutions in which disabilities as entry-level computer employees. retirees or their spouses programmers. are actively involved. Since its incep- Over the years. IBM expanded tion. grants for nearly 36,000 projects its partnership network to include have totaled nearly S60 million. In more than 170 nonprofit job training 1995. IBM contributed $1.9 million centers that serve dislocated workers. in support of 1. 252 projects around the chronically unemployed and the U.S. people with disabilities. These centers SUPPORT FOR NONPROFIT ORGANIZATIONS have prepared more than ,000 indi- IBM employees serve as volunteers viduals for successful integration in and company representatives on the labor market. committees and boards of directors of With more than a quarter cen- various nonprofit organizations. tury of involvement in workforce including those that answer the needs development. IBM has seen federal of diverse groups. job training policy evolve in many 2 People @ IBM: NELSON ENG " Quiet. reticent, I'm here to effect live. Not I change ... starting me with attitudes and 12 years @ IBM. Client Business Unit Executive, finishing with stereotypes. IBM is a IBM North America. BS, New York University, Stern School of Business (magno cum laude). Hometown: New York City. Fifth generation place where people define themselves Chinese-Americon. Interests: Germon sports cars, the arts, golf. Member: IBM Student Mentor Program, Beto Gomma Sigmo Honor Society. and succeed on their own terms. " Diversity Programs @ IBM CONTINUED ways. Through all these changes. to address job development. job The People @ IBM: ANNONITATA IBM continues to provide technolo- placement. after-placement follow up gy. training and other support to its and job creation. This new IBM network of job training center initiative also focuses on disseminat- partners. Since the inception of the mg these successful practices to other original program. 1BM has con- service providers. tributed more than $20 million. SUPPORT OF MINORITY, WOMEN AND Today. a the country reevalu- DISABLED BUSINESSES ares public support for adult education 1BM provides purchasing and and employment training programs. marketing opportunities to minority- service providers must respond to women- and disabled-owned com- new funding provisions. increased panies in all areas of our business. employer requirements. is well as The result of this policy has been technological changes 111 the work- the successful execution of a high- force. Technology can and should be ly diversified minority women " one of D. most powerful took to disabled business development pro- The point is no: help program providers meet these gram. program where 112 value the can't do, but who: new challenges A. i technology products. services. skills and innova- How does 0 company show its support for company with unique expertise III tions these individuals and firms on employee? Imagine 0 situation where 0 the field of adult maining. 1BM provide to IBM. person because of her disability has had maintains 10 philanthropic commit- Worldwide procurement over- 12 surgeries in the past 10 years and not ment 11: this area. sees the minority women disabled experienced 0 career setback. As long I In April 1995. 1BM announced supplier program. Since the 1980s. con excel in my job, IBM will ensure that a competitive grant program available 1BM has invested more than $3.5 bil- my disability doesn't get in the way of my to public and private nonprofit lion through this program. In 1995. opportunity for advancement. " organizations that provide adult 1BM purchased $389 million of education and job training. This pro- products and services provided by 17½ years @ IBM. Program Manage: gram supports a limited number of minority. women and disabled HR Benefits, HR USA. BS Business projects that demonstrate highly entrepreneurs. Administration, Boston College. effective and resourceful uses of tech- With continued focus and Hometown: Milford, CT. Interests: nology and telecommunications in support within IBM. its subsidiaries Needlepoint, enthusiastic spectator of program design and implementation. and all IBM related organizations tennis & football, community service. Recipients selected through this that purchase products and services. Member: Junior Leogue of Roleigh. initiative focus on innovative or exper- 1BM will continue to do business imental projects using technology with minority. women and disabled The People @ IBM: JOSEPH PEPLINSKI " If the fish knew I was disabled do you think they would We have to adapt 1.1 our em ironment bife? If wheelchairs and sand doi. H.I.. don't fish the shore. But work envir Disabled Employee of the Year, can be made more accessible. When H3M 1994, Industry Labor Council. 11 years @ IBM. Senior Associate Programmer, AS/400 Division. BS Therapeutic Recreation, U. se'es an obstacle. they fix it. " of Wisconsin at LaCrosse; BS Computer Science, Winona State University. Hometown: Winona, MN. Interests: Green Boy Packers, fishing, time with family. Member: Rochester Area Disabled Athletics and Recreation. Morried with one child. Diversity Programs @ IBM entrepreneurs not only because it is a million initiative that promotes The People @ IBM: BENJAM RCSA good practice. but because it is good systemic reform to ensure all children business. are prepared to meet world-class MINORITY BANKS AND INSURANCE COMPANIES standards of achievement. Potential IBM has long supported the minor- recipients were required to demon- ITV banking community: in 1995. strate their readiness for reform the company invested in one-year according to a number of criteria. certificates of deposits with banks including the establishment of high participating 111 the Minority Banking standards. continuous monitoring of Program. These investments provide student results and an emphasis on program participants with capital access to technology for disadvan- in extend financing 10 businesses in taged youngsters and those with then communities. In addition. IBM special needs. has engaged minority-owned insur- Sites selected for this program and firms :.. underwrite about S182 all have new. higher standards for " milhon worth of IBM's group life student achievement. especially No fear. No rules. N: msunance tougher high school graduation limits. Just like 0 day df requirements. All districts also have a the office. Day to day, I'm more Expanding Educational Opportunities track record of changing policy and of on entrepreneur than on employee Education has been a traditional regulations in order to foster school of 0 big company. To win in the market focus of 1BM philanthropy In partic- reform and restructuring. In addition requires sheer creativity, freestyling ulan the company has endeavored to setting stringent criteria for and a willingness to carve new trails " to make educational opportunities broad-based and meaningful reform. available for qualified minority stu- IBM seeks locations in which there 12 years @ IBM. Manager, Financing dents Our objective has been to is a significant IBM presence II) the Development/Brand Manager, Storage stimulate interest in K-12 and in local business community. as well Systems Financing, IBM Credit Corp. BS higher education by emphasizing as sites which represent the diversity Accounting, U. of Vermont; MBA New York school reform: and the importance of of the nation. IBM believes it is University. Interests: Family, snowboard- teaching science. engineering and essential to provide the necessary ing, community service. Member: National computer sciences. assistance to assure that all students Black MBA Association, Alpho Phi Alpha REINVENTING EDUCATION reach the new standards. Fraternity. Married with two children. In 1994. 1BM restructured in corpo- PUZZLE PLACE rate contributions programs to focus IBM is sponsoring a new PBS televi- on the issue of school reform sion show for children called Pazzle "Reinventing Education" is a S25 Place. This program. which began People @ IBM: BRENDA LEE PETERSON )on't be fooled tr poise & polish. Behind it all is a ferocious The sense of accom- 11 to win. plishment I feel from a well-executed movement is not 5 years @ IBM. Development Engineer, unlike what I feel when .! process Microelectronics Division. BS Engineering Science, MS Engineering Mechanics, Penn State University. Interests: Competitive equestrian I've developed improves product sports, woodworking, photography. Member: United States Combined Training Association. performance. Both dressage and engineer- ing offer the deep satisfaction that comes from hard work and discipline. " Diversity Programs @ IBM CONTUTUED airing 11) January 1995. features a corporate scholars program. which multi-ethmc cast of kid puppets that offers scholarship assistance to quali- encounter the "puzzling" social situa- fied students. tions of everyday life. Puzzk Place In 1976. IBM assisted in estab- encourages self-esteem. cooperation lishing the National Hispanic and respect for others. Scholarship Fund. Since that time. HIGHER EDUCATION the fund has awarded over $25 mil- In addition to support of K-12 lion in undergraduate and graduate education. 1BM has .) long-standing student funding. The company has relationship with the United Negro also provided support to the College Fund UNCF 311 associa- American Indian Science and DOC that dates back to the Fund's Engineering Society: inception :: 1944 In 1991. 1BM made .) SIP milhon pledge. payable / enjoy working with great people special folks who are small Nomest and over ten years 1991-2000. to passionate about what they do. / don 1 kno.. another business the placedide High C UNCF Campaign 2000 ..) capital value on diversity fund-raising campaigns. In 1995. ...0% through this commitment. UNCF General Monager Western Área IBM North America. received almost $800,000 of IBM technology for use 111 .1 major FACULTY LCAN information management system a The IBM Faculty Loan Program network to link UNCF headquarters encourages employees to contribute locations with It. +1 member colleges to higher education in a very person- and universities. al way by donating their time 1BM has also worked with and skills. Qualified IBMers are the National Action Council for granted leaves. at full salary. SO they Minorities in Engineering (NACME can teach. counsel or give profession- and the Advertising Council for the al support to colleges. universities and public service announcement cam- related educational institutions. paign "Math 1: Power." The purpose Employees must be involved with of this program IS to encourage programs supporting the needs of minority elementary and high minority: women and disadvantaged school students to pursue math and students. or students with disabilities. science courses. In addition. IBM Since 1971. IBM has provided more provides annual support for NACMES than 1.000 employees. each for a full serving as a liaison to the institutions. TECHNICAL ACADEMIC CAREER PROGRAM Through the Technical Academic Career Program. IBM helps reduce the critical shortage of faculty in engineering and physical sciences. Technical professional employees who are accepted into the program begin full-time academic careers upon retirement. They receive full IBM retirement benefits and a portion of their final salaries for up to two years. Nearly 300 employees have started a second career in technical. teaching Competition is one thing, a level playing field is another. Charles Kelly, President and CEO of the and managerial positions since this American Association of Minority Businesses (AAMB), was quick to see that leading technology is key program was initiated in 1984 A. a to leveling the held. So he works closely with IBM to help the 12,000 entrepreneurs and business owners of the AAMB understand, acquire and use IBM technology to build and grow their businesses. result. many retired IBMers now hold academic positions at universities and colleges across the country. MATCHING GRANTS academic year at no cost. to more Another way IBM supports educa- than 250 institutions. tional institutions is with matching MINORITY CAMPUS EXECUTIVE PROGRAM grants. The company matches on a Another education initiative is the one-to-one cash basis the contribu- Minority Campus Executive Program. tions of active employees. and on 1BM executives assigned to the a one half-to-one cash basis the con- program contribute their expertise tributions of retired employees to in areas related to the development eligible universities. colleges. hospitals and employment of resources critical and cultural institutions. to industry. The executive is a liaison In addition. eligible institutions to the college president. an advocate have the option of selecting an equip- in the development of solutions software credit at IBM retail and a role model for students value at two or three times the cash The executive continues to perform match. depending on the type of his or her regular 1BM job while organization. Diversity Programs @ IBM ontinued 1BM matches an individual's more than half of all married couples contribution of up to $5,000 per in the U.S. are dual-income families, institution per calendar year. and up and many women. with children to S10,000 in total contributions per under the age of one. work outside employee or retiree per calendar year. the home. the separation of work K-12 MATCHING GRANTS from personal life is no longer feasi- IBM assists active and retired employ- ble. Particularly when it's estimated ce who wish to contribute equip- that some 76 million "baby boomers" ment and software (1) the eligible K-12 began turning 50 in 1996. Many of schools of their choice The donated them have the dual responsibilities for equipment and or software is used to taking care of both young children improve the quality of education III and aging family members. math. science reading language skills or computer literacy, or in benefit the got C) first impression of 18M WEEK Luce :: the thise and four local community receiping 10 1600 with 0 Science Research Associates (SRA) module remember Requests are submitted by one 18% on the moterial and thinking Il was C place where realty small pection or more 1BM donors who provide 20 percent of the retail price of a Manager Financing Development Brand Manager Storage particular prepackaged configuration. 1BM contributes the balance. Gifts are limited (i) $5,000 per eligible IBM's work /life programs are a donor per school per year. response (() a new reality where: Sixty-two percent of IBM employ- Work/Life Programs @ IBM ees are part of a dual-income couple. Significant changes 111 how we live. Thirty-two percent of IBM employees coupled with major demographic have children who need care and shifts are changing the nature of the supervision. workforce. The demands of work ver- Four percent of employees are sus the obligations of personal life has single parents. become a prominent business issue. Thirty-two percent of employees linked to long-term competitiveness have some responsibility for the and the overall health of a business. care of an elderly relative or other These new social conditions adult. are foreing businesses to examine the Our work/life programs offer business culture itself At a time when employees a means to balance the Research has shown that employees who are given greater flexibility - in respect to their hours and conditions of work - have reported more job satisfaction. increased job productivity. higher morale and motivation and greater loyalty to IBM. What's more. people must not be made to feel that they are less committed to their careers when they use such programs. IBM work life programs include: child care and elder care resource and referral. adoption assis- Margaret Smith is a mother, a lawyer, the founder of 0 business, the President of the National nance. leaves of absence. flexible Association of Women Business Owners, and on IBM customer. It's innovators and risk takers like working arrangements. personal Ms. Smith who are not only changing the face of business, but in fact, how business is done. choice holidays. flexible vacation scheduling and an Assessment. Brief Counseling and Referral (ACR) program to help employees and their sometimes seemingly incompatible families with a wide range of per- choices between business goals and sonal problems. personal responsibilities. And they are By dealing proactively with tools to help managers achieve their issues that are possible impediments business goals without undue stress. to employee attendance. productivity Work The policies and pro- and loyalty. IBM work/life programs grams help attract and retain the best offer positive solutions that advance employees. while maximizing their the company's interests. In addition. contribution to the company. These they contribute to measurable results. programs bring both direct and indi- such as productivity. as well as mtan- rect benefits by creating flexible work gibles. such as morale. The simple fact environments responsive to individual IS. giving employees more control needs and responsibilities and by over their time to accommodate their stimulating the development and needs helps IBM keep and inspire the expansion of community programs. best in our employees. Diversity Programs @ IBM INDIVIDUAL WORK SCHEDULES adoption of a child or to cope with Under the expanded Individualized a family illness. However. leaves Work Schedules Program. employees may be requested for a variety of are able to begin their workday up to reasons. including education and [\\\ hours before. or two hours after. community service. the normal location start and stop IBM also offers unique flexible times. This provides them with a work arrangements that provide full- four-hour window of flexibility. In time employees the opportunity to addition. employees may adjust their reduce their workweek for a broad teni hours worked to take a mini- array of personal needs. such as mum of 30 munutes. or a maximum of dependent care responsibilities. "once two hours to accommodate any per- in a lifetime" opportunities or other sonal choice activities that can be individual needs handled only during the middle of the der This window of time can be used for such personal activities as attending child's play. visiting an elderly relative or participating in a ( sports activity This program 1. contin- gent upon management approval and To help employees transition to the company's business needs. retirement. those who are eligible or LEAVES OF ABSENCE will become eligible to retire within a When employees need 10 be away year may request a personal leave of from work for an extended period of absence of up to one year. During time. they may take a personal leave that time. employees may work part- of absence for up to three years. time at IBM or work for another Although the Family and Medical company. provided there is no con- Leave Act of 1993 provides eligible flict of interest. with full earnings and employees with up to 12 weeks of service credited toward retirement. unpaid job-protected time off for WORKPLACE FLEXIBILITY certain family and medical reasons. Employees can perform their work 1BM has been granting leaves of at home or in another off-site loca- absence since 1956. tion-with computers and other Typically. employees have taken technology-to meet the demand time off (1) be home after the birth or of their day-to-day business. This services to help employees plan for their future. The following are examples of the types of services associated with this offering: An initial consultation to discuss "life objectives." to assess current financial situations and recommend a course of action. A detailed written analysis that rec- ommends how to manage finances. based on personal objectives. One- on-one sessions with a financial professional are available as part of It's 0 truism that "if you wont to do something right, do it yourself." When Teresa Gonzales McBride this service. couldn't get the help she needed, she and some colleagues storted their own support system. Today Seminars. offered locally at IBM McBride and Associates, with o staff numbering in the hundreds and a solid IBM electronic infra- structure, is providing seamless, flexible solutions around the country. While ambition and initiative divisions. sites and locations. don't have one face, Tereso is measuring herself by LIFEWORKS a single standard - her own. IBM has been a national leader in providing employees information on flexibility provides them with oppor- resources in their community tunities to balance work and personal on child and elder care programs. needs. In 1984. IBM established the IBM PREPARING FOR RETIREMENT Child Care Referral Service Today: individuals can no longer rely (CCRS), the first national child care on either their employers. or the resource and referral service. This government alone to secure their was followed by the Elder Care financial future. More than ever. Consultation and Referral Service employees are becoming active part- (ECCRS) in 1988, the first nation- ners with their employers and the wide corporate program to address federal government to develop com- elder care issues. Over the years these prehensive financial strategies. services have been expanded to IBM Personal Financial Planning include resources and consultation includes educational seminars. indi- for adoption, education and adult vidual consultations and related disabilities. Diversity Programs @ IBM Employees today face ever- Funds for Dependent Care Initiatives increasing challenges in managing (FDCI) to further respond to their job and personal responsibilities. employees' work and family balance In 1995. IBM announced it com- needs. Over a five-year period. 1990 bined its Child Care Referral Service through 1994. IBM invested $25 mil- and Elder Care Consultation and lion in more than 500 projects Referral Service into a single pro- designed to increase the supply and gram called LifeWorks. This program enhance the quality of child care and provides employees with the support elder care services in communities they need 1.. balance their work and where IBM employees live and work personal lives over their life cycle. Last year. the FDCI was replenished helping with child and elder care at a level of $50 million to cover the needs. but also helping employees years 1995-2000. with parenting issues and caring for themselves. The service offers tele- 15Mers worried about who's watching their children. phon, consultations referrals and !' be able 10 leave early 10 attend their child consumer of emation. correnta the dector LifeWorks 1. delivered to employees through .1 combination Chairman 072 E 1511 of telephone counseling and con- that with networks of local com- Through this fund. IBM has mumts -based specialists. LifeWorks developed programs addressing child has .1 network of 250 child care and care centers. family day care. school- 175 elder care affiliates across the age programs and backup care for country. available to work with children and adult day care. in-home IBM employees 10 satisfy their services. respite and intergenerational dependent care needs. Since these programs for elders. A strong focus programs began. over 113,000 IBM has been on provider training and a families have used the child care commitment to quality on the part services and over 56,000 employees of all of the programs supported and returees have used the elder through FDCI. care services. THE AMERICAN BUSINESS COLLABORATION IEM FUNDS FOR DEPENDENT CARE FOR QUALITY DEPENDENT CARE (ABC/QDC) INITIATIVES (FDC') Through FDCI. IBM participated In 1989. 1BM established the IBM in the American Business Collaboration for Quality Dependent Care (ABC SPECIAL CARE FOR CHILDREN ASSISTANCE PLAN QDC). Launched in September Under the Special Care for Children 1992. ABC QDC involved 136 Assistance Plan. IBM provides dis- organizations investing a total of abled children with coverage for $25.4 million. In two years. this had expenses not reimbursed under IBM's grown to 154 organizations with an medical plans. The maximum lifetime investment of $27 million. More than assistance per child (up to 23 years of 300 dependent care programs were age) IS $50.000. developed in 45 communities through LIFE PLANNING ACCOUNT the investments of the ABC QDC. The Life Planning Account was recently established at IBM to pro- his is ii vide financial assistance to employees. tually be E retirees and their eligible dependents when they complete a course or pro- gram that helps promote a healthier lifestyle. Programs eligible for finan- ciai assistance can cover such subjects In 1995. the ABC QDC as physical fitness. weight manage- announced It had gained a commit- ment. nutrition. stress management. ment to invest an additional cancer prevention. cardiovascular $100 million 11) dependent care pro- health and financial planning. grams between the years 1995-2000 1BM continues as one of 21 "champi- on" companies that serves as a leader of the ABC QDC. Champions are national companies that have made a long-term commitment to invest in communities and to provide overall direction for the ABC/QDC. IBM's involvement in the ABC/QDC provides a unique opportunity to leverage our resources with others. while improving the delivery of services to our employees. IBM Principles IBM bases its business decisions on eight fundamental operating principles: The marketplace is the driving force behind everything we do. Ar our core. we are a technology company with an overriding com- mitment to quality. Our primary measures of success are customer satisfaction and share- holder value We operate as an entrepreneurial organization with a minimum of bureaucracy and .1 never-ending focus or: productivity. 110 never lose sight of our strategic vision. 111 think and act with a sense of orgenes. Outstanding dedicated people make It all happen. particularly when 115 IBM has established 26 diversity councils around the world comprised of men and women rep- work together as a team. resenting 0 variety of backgrounds, cultures and work and life experiences. The councils' vision is to build on IBM's diverse workforce, resulting in all employees reolizing their full 11. ire sensitive to the needs of all potential and thus enhancing business achievement. The San Jose, CA, Diversity Council employees and to the communities (pictured) was the first in IBM, formed in 1992. 11) which 11'c operate. First Row (from left to right): Kathy Merkin, Field Data Analysis Manager; Ira Dearing, Equal Opportunity & Diversity Program Manager. Second Row: Maria Magana, DB2 Systems Test Manager; Ed McCanless, Senior Engineer, OEM- Large Accounts. Third Row: Sofia Laskowski, Manager, Head Program Office; Margarita Chieng. Manager, SORT Product Manager; Glenn Larnerd, Site General Manager, IBM San Jose. Fourth Row: Ron Grogan, Human Resource Operations Manager; Monte Anglin, Director, Future DAS Microcode; Bill Morrison, Manager, Materials Lob. Fifth Row: Raymond Wynn, Program Manager; William Johnson, Manager, HGA/HSA/ HDD Launch. Not Shown: Dave Arken, Eugenie Betzer, Henry Chang, Barbara Hill-Brown, Bonnie Paul, Gina Whitney. D 6 15M 41 nited States Instruction No.4 Ms employees represent a talented and diverse workforce. Achieving the full tential of this diversity is a business priority that is fundamental to our impetitive success. A key element in our workforce diversity programs is IBM's ng-standing commitment to equal opportunity. a commitment based on sound siness judgment and a fundamental behef 111 respect for the individual. Business activities such as hiring. training. compensation. promotions. nsfers, terminations and IBM-sponsored social and recreational activities are inducted without discrimination based on race. color. religion. gender. sexual tentation. national origin. disability; age or either Vietnam-era or Special sabled veteran status These business activities and the administration of IBM befit plans comply with à applicable federal. state and local laws. including use dealing with equal opportunity 1BM also makes reasonable accommodation disability and religious observance. To provide equal opportunity and affirmative action for applicants and ployees. 1BM carries out programs on behalf of women. minorities. people th disabilities.\ ietnam-era veterans and Special Disabled veterans. This includes treach as well :- human resource programs that ensure equity 111 compensation di opportunity for growth and development. In addition. the IBM work environment must be free from harassment ed on sex or sexual orientation. race or ethnic origin. religion. age. disability: veteran status. In respecting and valuing the diversity among our employees and those with whom 112 do business. managers are expected to ensure a work vironment free of all forms of discrimination and harassment. Effective management of our workforce diversity IS an important strategic jective. Every manager in 1BM is expected to abide by this policy and uphold company's commitment to workforce diversity. for is V. Jr. Gerstner, airman and Chief Executive Officer M Corporation Workforce Diversity in the United States This brochure describes the ways in which IBM is committed to diversity I hope one point that became clear as you read the brochure was the wealth of diverse people in senior management. and at all levels of IBM. A "glass ceiling' and attitudes leading to such barriers will not be permitted. IBM has diversity firmly rooted in its heritage. This heritage helps us is see workforce diversity as an evolutionary process. We have made significant progress but the task is not yet complete. We have a strong team committed to workforce diversity. That team melades IBM's board of directors. management. employees and the human resource not- work. IBM's global workforce diversity theme. "None of us is as strong as all of us.' helps us focus on opportunities for employees and marketplace progress The ties that bind us are stronger than the issues that divide 11. And the most important tie 1> the opportunity to be on a diverse team that WHO diverse marketplace Racism. sexism. agensm. bias against the disabled. and phobia must be kept from influencing our workplace. our productivity and competitive edge. There's only one "ism" on which we need to focus - consumerise citizen in every country is a potential consumer. Our customers must k: THE people like themselves work here. are respected and are successful. In the final analysis. workforce diversity is about real change in our corporate culture. It's about replacing old assumptions. With our individual and collective commitment to diversity. by offering all of our constituencies the opportunity i.. attain their full potential. and the rewards that come with It. we will provide ou: employees. our customers. and our shareholders the very best chance to succeed. Ted Childy J.T. (Ted) Childs, Jr. Director. Workforce Diversity IBM Human Resources-USA Ongoing Commitment @ IBM tside Recognition :s commitment workforce he: been widely recognized by mony onizations and publication. Acknowledgment in the form of awards end ings. hc: come experization: ond publications the: ocote diversity MEN (1989-1994): Black Professional Children's "Yes I Care!" Award (1991) e Women's Bureau Honor Roll Magazine - Fabulous 50 in Reader AMERICAN INDIANS 95: National Foundation Survey (1993): Black Enterprise National Center for American Indian Women Business Owners Magazine - 3 of to Top Executives Enterprise Development - The First stinguished Patron 1995 : 1993): Black Enterprise Magazine American Enterprise Award (1995) talyst Award American "Best Places to Work" survey (1982- AGING siness Collaboration for Quality 1995: National Eagle Leadership U.S. Administration on Aging- pendent Care 119934 National Institute Award (1995) American Business Collaboration for uncil of Jewish Women Founders HISPANICS Quality Dependent Care (1993): U.S. and (1992) Honan Engineer Hispanic Business Magazine - Best Administration on Aging - Business agazine - Top 10 1992. 1996. Place to Work Top 20 (1993-1995): and Aging Overall Achievement Award ORITIES Hispanic Magazine Top 100 (1990- (1991): Business of the Year Award' herican Association of Minority 1996;: Fisha Magazine - Top 50 American Society on Aging (1991) sinesses - Attimn Award 1995 Employers (1995. 1996): Ser's Amigo WORK/LIFE tional Science Foundation of the Year Top National Award Working Mother Magazine 100 Best versity Award (1995 Leadership Hispanic Job Training (1992) Companies - Top 10 (1988-1995): ard. National Minority Supplier GAYS/LESBIANS Kathleen McDonald Award Family velopment Council (1994:: Cracking the Corporate Closer - Best Resource Coalition (1994): HR mority Engineer Magazine - Top 111 Companies for Gays Lesbians (1995) Executive Magazine - Benchmarking 92): National Minority Business PEOPLE WITH DISABILITIES article: Family & Work Institute uncil/Outstanding Corporate Easter Seal Society Award for Family Friendly Index (1991): Labor siness Award (1991) Corporate Leadership (1995): Investing for Tomorrow (1990) CKS CAREERS E the dis.ABLED ik Collegian Magazine Top 100 Magazine - Top Company/Reader aployers (1995): Black Engmeer Survey (1992-1995): CAREERS & The responsibility of IBM executives and IBM the Year Award 1990. 1994. 1995. the dis.ABLED Magazine - Employer employees for Worktorce Diversity is covered 11) IBM's Report on Executive Compensation 96): National Society of Black of the Year (1992. 1993): The which 1. available from the office of the Director of Workforce Diversity at IBM's gineers Employer of Choice Foundation for Exceptional headquarters in Armonk. New York. Employment Data for U.S. Locations 1993-1995 Total Total American Employees Men Women Minorities Black Asian Hispanic Indian Officials & 16,460 12,906 3,554 2,236 1,178 579 431 48 Managers 14,273 11,119 3,154 1,940 984 540 377 39 15,094 11,500 3,594 2,027 1,017 555 403 52 Professionals 70,082 51,090 18,992 12,172 4,398 5,744 1,883 147 55,947 40,549 15,398 9,437 3,221 4,554 1,530 132 51,877 37,459 14,418 9,334 3,200 4,525 1,486 123 Technicians 17,711 15,470 2,241 3,055 1,525 623 832 75 15,353 13,546 1,807 2,659 1,284 619 694 62 13,438 12,114 1,324 1,998 873 417 663 45 Marketing 11.127 7,674 3,453 1,816 888 520 362 46 8,979 6,418 2,561 1,456 675 448 298 35 13,496 9,750 3,746 2.153 1,051 655 394 53 Office & 13,491 4,384 9,107 3,528 2,440 349 710 29 Clerical 11,549 4,058 7,491 3,213 2,263 325 593 32 9.801 3,456 6,345 2,717 1,904 285 500 28 Craft Workers 8,355 6,258 2,097 1,728 710 435 571 12 2,273 1,859 414 499 205 109 180 5 1,464 1,316 148 274 128 87 57 2 Operatives 11,212 6,182 5,030 6,726 4,296 1,653 761 16 18.043 10,849 7,194 8,423 4,020 3,047 1,323 33 16,261 8,923 7,338 8,034 4,126 2,794 1,077 37 Total 148.438 103,964 44,474 31,261 15,435 9,903 5,550 373 126,417 88,398 38,019 27,627 12,652 9,642 4,995 338 121,431 84,518 36,913 26,537 12,299 9,318 4,580 340 Note. Table reflects all regular and complementary U.S. employees. The company's complementary workforce includes various workers hired under temporary. port-time and limited-term employment orrangements Basters Muchines Corporation April Descon recycled paper D 45 Reconceptualizing the Legal Debate Concerning Non-Remedial Affirmative Action in Higher Education Scott R. Palmer May 1997 Preliminary Draft Please send comments to 5 Linnaean St., #45 Cambridge, MA 02138 or e-mail at [email protected] This paper is an abridged version of a chapter from a larger paper entitled Making the Case for Non-Remedial Affirmative Action in Higher Education: A Conceptual Framework for Assessing the Value of Diversity. I want to thank the following people who have provided me with invaluable assistance in the preparation of this paper and who I hope will continue to help me explore the ideas expressed within it: Derek Bok, Ron David, Christopher Edley, Laura Heymann, Tom Kane, Adina Kole, Gary Orfield, Stephanie Naso, Anne Piehl, and Julie Wilson. They deserve credit for all that is good in the paper and are blameless for all that is not. Finally, special thanks to Tom Loveless, Robert Post, and Judith Winston (and the U.S. Department of Education Office of General Counsel) without each of whom this paper would not have been possible. Reconceptualizing the Legal Debate Concerning Non-Remedial Affirmative Action in Higher Education I. Introduction In Regents of the University of California v. Bakke,¹ Justice Powell, in an opinion that came to be known as the opinion of the Court, held that securing the educational benefits that flow from diversity in higher education is a compelling interest that can constitutionally support race-based actions. 2 As a result, public and private universities across the country have for the last two decades adopted this diversity rationale as their primary justification for affirmative action programs in student admissions. 3 However, in Hopwood V. Texas, 4 the Fifth Circuit Court of Appeals rejected the notion that promoting educational diversity is a compelling interest, striking down the affirmative action admissions program at the University of Texas School of Law. Hopwood sets a precedent that, if extended nationally, threatens the viability of nearly all affirmative action programs in higher education. This paper is meant to serve as an important first step in rebutting Hopwood and making the case for affirmative action in higher education by providing a policy framework for reconceptualizing the legal debate concerning the role of diversity in higher education and applying that framework to the issue of affirmative action in student admissions. I conclude that there is likely a strong case to be made for affirmative action in higher education based on the diversity rationale, but much more needs to be done and done quickly both to use educational diversity more effectively and to evaluate it more rigorously. II. A Policy Framework for Analyzing the Diversity Rationale: The Case of Affirmative Action in University Admissions This paper argues that in order to effectively make the case for affirmative action in higher education based on the diversity rationale, it is first necessary to reconceptualize the legal debate into a policy-oriented framework. The model I have chosen is relatively simple: Policy engineering can be 1 438 U.S. 265 (1978). 2 See id. at 312-15 (opinion of Powell, J.). 3 See, e.g., Tanya Y. Murphy, An Argument for Diversity Based Affirmative Action in Higher Education, 95 Ann. Surv. Am. L. 515, (1995) ("Although affirmative action in higher education was created specifically for remedial purposes, today the primary, and perhaps only, justification for the retention of affirmative action programs is educational diversity."). 4 78 F.3d 932 (5th Cir. 1996), cert. denied, 116 S. Ct. 2581 (1996). 1 divided into four interrelated parts: (1) goals, (2) objectives, (3) strategy, and (4) design.⁵ Each part is linked to the next by evidence and analytical presumptions (i.e., goals dictate objectives, objectives dictate strategy, etc.). Understood in these terms, promoting racial diversity at universities is not an end in itself; rather, it is an objective designed to further various goals of higher education. In order to achieve that objective, a university may institute a given strategy, such as race-based affirmative action in admissions, which in turn has a certain design, such as Bakke's "plus" factor design in which race is "but a single though important element." Using this framework to reconceptualize the legal debate concerning non-remedial affirmative action in higher education clearly identifies the possible arguments in support of racial diversity and highlights what needs to be done to make those arguments most effectively. The remainder of this paper applies the policy framework described above to the issue of affirmative action in university admissions. The following chart summarizes the analysis that follows. Each column indicates a different line of argument in support of non-remedial affirmative action in higher education. The darker cells indicate the weakest link in each column. 5 See Philip Zelikow, Foreign Policy Engineering: From Theory to Practice and Back Again, 18 Int'l Security 143 (Spring 1994) (dividing policy engineering into seven interrelated parts including the four discussed here). 2 Policy Analysis of Non-Remedial Affirmative Action in University Admissions The Model I II III IV Goals/Interests of Promote teaching and Enhance civic values Remedy the lack of Remedy racial Higher Education learning essential-service stratification in society providers in under- served communities Not compelling in most cases Evidence Linking Direct evidence: Direct evidence: Minority graduates are Minority graduates of Objective to Goals Racial diversity Racial diversity more likely to practice prestigious institutions (possible evidentiary increases substantive promotes tolerance, in under-served are more likely to links) learning and/or understanding, open- communities (e.g., serve at advanced cognitive development mindedness, etc. medical school levels in society graduates) Indirect evidence: Indirect evidence: Minority graduates are Diversity of Interaction among of instrumental value perspectives promotes different peoples in some positions in problem solving; all promotes tolerance society (e.g., medical relevant perspective (contact hypothesis) school graduates) are valuable; racial perspectives are often Lack of relevant substantial evidence Lack of substantial evidence Objective Promote racial Promote racial Promote racial Promote racial diversity in the student diversity in the student diversity in the student diversity in the student body (ensure a body (ensure a body (increase body (increase "critical mass" of "critical mass" of minority minority minority students) minority students) representation) representation) Strategy Race-based affirmative Race-based affirmative Race-based affirmative Race-based affirmative action in admissions action in admissions action in admissions action in admissions Race-neutral means available Design Race used as a single Race used as a single Race used as a single Race used as a single "plus" factor "plus" factor "plus" factor "plus" factor A. Goals of Higher Education Goals are defined here as the non-operational interests that drive policy choices. 6 In Hopwood V. Texas, the Fifth Circuit rejected the diversity rationale for affirmative action in higher education without fully considering the relevance of racial diversity to the various goals of higher education it may promote. 6 Id. at 160. Throughout the remainder of this paper, I use the terms "goals" and "interests" interchangeably. 3 The Hopwood court often seemed to consider all non-remedial uses of affirmative action to be akin to the use of race for race's sake. Thus the court said, "[W]e see the case law as sufficiently established that the use of ethnic diversity simply to achieve racial heterogeneity, even as part of a number of factors, is unconstitutional." Obviously a university's use of affirmative action to foster racial diversity has to serve some goal beyond the achievement of diversity itself. That much was clear from Regents of the University of California V. Bakke. Racial diversity in the student body is not an end in itself; it is an objective that is sought only because it serves some larger goals of higher education. It is those goals (or interests) that a court must judge to determine if they are sufficiently compelling to justify affirmative action. Much has been written about the goals of higher education, yet they are still a topic of debate. At least four potentially compelling goals of higher education may be enhanced by pursuing the objective of promoting racial diversity in the student body, by which I mean increasing minority representation at predominantly white universities: (1) promoting teaching and learning (stimulating thought by providing diverse perspectives relevant to various fields of study); (2) enhancing civic values (instilling students with the tolerance, understanding, and open-mindedness necessary for them to function as good citizens and/or effective leaders in our multicultural, democratic society); (3) remedying the lack of essential-service providers in society (producing well-educated professionals to practice in under-served communities); and (4) remedying racial stratification in society (producing well-educated minorities to serve at advanced levels of society).⁹ The remainder of this section will describe in greater detail each of these goals and its link to the objective of promoting racial diversity. Furthermore, this section will consider which, if any, of these goals (or interests) are most likely to be considered "compelling" by the current Supreme Court. The Court has offered little guidance concerning precisely what the term "compelling interest" means. 10 Nonetheless, it is 7 Hopwood, 78 F.3d at 945-46 (emphasis added). 8 See Bakke, 438 U.S. at 307 (opinion of Powell, J.). 9 Notice that the first two goals identified here constitute the "educational diversity" at issue in Bakke. They are believed to be furthered by interactions among students of different races (i.e., it is the diversity that is important) and are intended to benefit all students. The last two goals flow from the definition of diversity as the inclusion of minorities at predominantly white universities. They are intended to benefit primarily the minority students and some segments of society. All of these goals are interrelated and can be divided in several different ways. Finally, other goals may also be relevant, such as the interest in developing new knowledge (providing diverse perspectives to stimulate new research and writing), which is closely related to the goal of promoting teaching and learning. 10 See, e.g., Stephen E. Gottlieb, Compelling Governmental Interests: An Essential But Unanalyzed Term in Constitutional Adjudication, 68 B.U. L. Rev. 917, 937 (1988) ("[W]ith few exceptions, the Court has failed to explain the basis for finding and deferring to compelling governmental interests."). Some legal commentators have suggested that the Court has adopted a "know it when I see it approach" to identifying compelling interests, id. (quoting Jacobellis V. Ohio, 378 U.S. 184, 197 (1964) (Stewart, J., concurring), and that "compelling, even more than beauty, [may be] in the eyes of the beholder," David Schimmel, Is Bakke Still Good Law? The Fifth 4 possible to glean some general principles from the Court's jurisprudence and to reach some tentative conclusions with regard to the four goals identified above. 1. Promoting Teaching and Learning One interest that may be served by promoting racial diversity in student admissions is teaching and learning. Teaching and learning is obviously a central part of the mission of higher education. It is also of great importance to society. Significantly, teaching and learning at universities occurs not only between faculty and students but among students themselves 11 In Bakke, Justice Powell recognized that "[p]eople do not learn very much when they are surrounded only by the likes of themselves." Thus, a diversity of student perspectives, including racial perspectives, promotes substantive teaching and learning, both in and out of the classroom, by exposing students to a variety of views on whatever subject is at issue and by challenging students' individual perspectives. Racial diversity, therefore, benefits all students by providing them with a more complete educational experience.¹³ This interest in teaching and learning can perhaps be more fully explained by responding to the criticisms often lodged against it. The most common criticism levied against this interest is that it equates race with viewpoint: As the Fifth Circuit asserted in Hopwood, "To believe that a person's race controls his point of view is to stereotype him."¹ But this criticism misses the point. The belief is not that a person's race controls his viewpoint, but rather that a person's race may affect his/her life experience and, in turn, his/her perspective on certain issues. This does not stereotype a person any more than the belief that where a person was born and raised may have a similar effect. In a sense, what is at issue is not racial diversity at all, but experiential diversity: "The variety of viewpoints that the university seeks to foster Circuit Says No and Outlaws Affirmative Action, 113 Ed. L. Rep. 1052, (1996) (quoting Lino Graglia, Texas Lawyer, Sept. 25, 1995 at 25). 11 See. e.g., Ernest T. Pascarella & Patrick T. Terenzini, How College Affects Students 620 (1991) ("Consistent with evidence on the impact of student-faculty interaction, students' interactions with their peers also have a strong influence on many aspects of change during college. Included are such areas as intellectual development and orientation; political, social, and religious values; academic and social self-concept; intellectual orientation; interpersonal skills; moral development; general maturity and personal development; and educational aspirations and educational attainment."). 12 Bakke, 438 U.S. at 313 (quoting William Bowen, Admissions and the Relevance of Race, Princeton Alumni Weekly 7, 9 (Sept. 26, 1977)). 13 See. e.g., Akhil Reed Amar & Neal Kuma Katyal, Bakke's Fate. 43 UCLA L. Rev. 1745, 1749 (1996) ("Integrated education does not just benefit minorities it advantages all students in a distinctive way, by bringing rich and poor, black and white, urban and rural, together to teach and learn from each other as democratic equals."). 14 Hopwood, 78 F.3d at 946. 5 does not come from any innate difference between the races themselves, but rather from the varying life experiences of the individuals, due in large part to their racial backgrounds." Furthermore, the point is not that every black person, for example, will feel the same about every issue, or that every black person will feel differently than every white person about every issue. Rather, the simple reality is that black and white persons are often perceived differently in the world and, in turn, often perceive the world differently.¹⁶ The Fifth Circuit in Hopwood seems to deny the role of race in society by stating that race is no more relevant than blood type. 17 This comparison is insulting. It is safe to assume that blood type is in no way correlated with educational opportunity, socio-economic status, or the nature of interpersonal relations in our country. Substantial evidence indicates that this is clearly not true for race. 18 The Fifth Circuit, like all of us, may wish that there were not racial differences in society, but it cannot deny reality. "One must be careful to distinguish between issues of is and ought." 19 And if the court's goal is to delegitimize racial differences in society,²⁰ the question from the perspective of university admissions is what is more likely to facilitate that goal -- allowing black and white students to interact in the university marketplace of ideas or effectively censoring all differences between black and white students from discussion in that marketplace by disallowing affirmative action in student admissions? A second criticism that may be lodged against promoting racial diversity in the student body to further the interest in teaching and learning is that it relies on a faulty pedagogical premise: The university is a place where faculty teach students, not where students teach students. This criticism is both wrong and 15 Murphy, supra note 3, at 16 "Students 'come to "understand" primarily on the basis of their own reflecting experience, into which they seek to incorporate the new ideas they encounter in their courses.' Because their experiences determine their frame of reference, minority students bring the influence of these experiences to assignments and discussions." Note, An Evidentiary Framework for Diversity as a Compelling Interest in Higher Education, 109 Harv. L. Rev. 1357, 1370 (1996) (quoting John D. Wilson, Student Learning in Higher Education 29 (1981)). Racially diverse perspectives may be more relevant to some issues than others. See. e.g., Amar and Katyal, supra note 13, at 1778 ("Of course, diversity cannot function in the same way, or be as important, in every academic context. There may be settings where diversity may not have much educational importance at all (graduate school in math, perhaps) and other settings where it will matter a great deal (college, for example).") But at any comprehensive university, racially diverse perspectives are likely to be more often relevant than not. 17 See Hopwood, 78 F.3d at 945. 18 E.g., Affirmative Action Review: Report to the President 20-25 (July 1995) (presenting evidence of continued racial stratification and discrimination in American society). 19 Adolphous Levi Williams, Jr., A Critical Analysis of the Bakke Case, 16 S.U. L. Rev. 129, 225 (1989). "However unpleasant it may be, the issue of race is still very much an unresolved issue in the United States. As desirable as it might be to set this issue to one side, pretend it does not exist, or acknowledge its existence and accord it only minimal importance, the historical evidence and realities (for example the small percentage of Afro- American[s] in the professions) lead us in the opposite direction and to another conclusion; specifically, that race must be considered now and in the foreseeable future." Id. at 229. 20 See Hopwood, 78 F.3d at 940 (suggesting that the goal of equal protection is to make race irrelevant). 6 misses the point. It is wrong because it assumes that faculty have all the answers and have internalized all relevant perspectives concerning their subjects. On the contrary, the role of faculty is to constantly discover as well as to share knowledge, and "[these] functions of discovering and sharing knowledge are intimately related. ,,21 Furthermore, the criticism is wrong because it assumes that all teaching and learning occurs in the classroom. "A great deal of learning occurs informally."22 Finally, this criticism misses the point because even if it were true that only faculty teach students, it is widely believed that student-centered teaching, whether it be discussion sections in college, the Socratic method in law school, the case method in business school, etc., improves the overall educational experience (i.e., promotes teaching and learning). "In the classroom, professors can use the backgrounds and experiences of other students as a learning tool. ,,23 Finally, the question of whether this interest in promoting teaching and learning, which is part of the educational diversity endorsed in Bakke, is likely to be found compelling by the Supreme Court today is a separate issue that can perhaps best be determined by examining the likely view of each Justice. On the negative side of the ledger, Justices Scalia and Thomas and Chief Justice Rehnquist are unlikely to find this interest to be compelling. Justices Scalia and Thomas have recently indicated that they favor full race- neutrality,24 and Chief Justice Rehnquist shows no signs of favoring diversity.25 On the positive side, Justice Stevens has taken a pragmatic view of what constitutes a compelling interest and now clearly supports educational diversity as sufficiently compelling.26 Furthermore, while the views of Justices 21 Nannerl O. Keohane, The Mission of the Research University, in The Research University in a Time of Discontent 157 (Jonathan R. Cole, Elinor G. Barber & Stephen R. Graubard eds., 1994). In this way, promoting racial diversity can also further universities' goal of developing new knowledge, because students not only help educate other students; they also educate and stimulate faculty. See id. at 157-64. 22 Bakke, 438 U.S. at 313 n.48 (quoting Bowen, supra note 12, at 9). 23 Note, supra note 16, at 1370. 24 See Adarand, 115 S. Ct. at 2119 (Scalia, J., concurring in part) ("To pursue the concept of racial entitlement -- even for the most admirable and benign purpose -- is to reinforce and preserve for future mischief the way of thinking that produced race slavery, race privilege and race hatred. In the eyes of government, we are just one race here. It is American."); id. (Thomas, J., concurring in the judgment) ("In my mind, government-sponsored racial discrimination based on benign prejudice is just as noxious as discrimination inspired by malicious prejudice. In each instance, it is racial discrimination, plain and simple."). 25 See, e.g., Amar & Katyal, supra note 13, at 1768 ("William Rehnquist voted for Allan Bakke once, and his writings and opinions reveal no faith in Lewis Powell's diversity theory."). 26 See, e.g., Metro Broadcasting, Inc. V. FCC, 497 U.S. 547, 601-02 (Stevens, J., concurring) ("The public interest in broadcast diversity -- like the interest in an integrated police force, diversity in the composition of a public school faculty, or diversity in the student body of a professional school -- is in my view unquestionably legitimate."). 7 Souter, Breyer, and Ginsburg are somewhat less known, their dissents in Adarand V. Pena clearly evidence a rejection of strict race neutrality and potential support for educational diversity as a compelling interest.²⁷ The apparent swing votes, therefore, are likely Justices Kennedy and O'Connor, whose views are somewhat difficult to discern. Justice Kennedy seems generally to be opposed to affirmative action because he has often been a strong proponent of race neutrality.28 Justice O'Connor has not been as strong a proponent of race neutrality, but she authored the main dissent in Metro Broadcasting, Inc. V. FCC, joined by Justice Kennedy, among others, which rejected broadcast diversity as a compelling interest and suggested that only the remedial interest in overcoming the present effects of past discrimination could ever constitute a compelling interest.² Nonetheless, there are clear differences between the broadcast diversity at issue in Metro and the interest in promoting teaching and learning in the higher education context.³⁰ Furthermore, Justice O'Connor's prior opinions indicate some level of support for educational diversity.31 Finally, in Adarand, Justice O'Connor avoided repudiating Bakke, indicated that strict scrutiny is not "fatal in fact," and, joined only by Justice Kennedy, reaffirmed her belief in the importance of precedent. 32 This last point concerning the importance of precedent may be especially important: Adarand teaches us a valuable lesson about Justices O'Connor and Kennedy Joined only by Justice Kennedy, [Justice O'Connor] carefully crafted one section of Adarand in light of her 1992 [Planned Parenthood Casey opinion (coauthored with Justices Kennedy and Souter), which cautioned against overruling hugely important cases around which major social expectations have crystallized Thus a big "plus" for Bakke [and its interest in promoting teaching and learning] is its social importance. An entire generation of Americans has been schooled under 27 See Adarand, 115 S. Ct. at 2120 (Stevens, J., dissenting, joined by Ginsburg, J.); id. at 2131 (Souter, J., dissenting, joined by Ginsburg and Breyer, JJ.); id. at 2134 (Ginsburg, J., dissenting, joined by Breyer, J.). Justice Ginsburg's explanation, joined by Justice Souter, concerning the Court's denial of certiorari in Hopwood is perhaps also evidence of their support for affirmative action in the higher education context. See Texas V. Hopwood, 116 S. Ct. 2581 (1996) (indicating that the issue of whether universities can use race as one factor in admissions is "an issue of great national importance" that will be decided another day). 28 See Amar & Katyal, supra note 13, at 1757-58, 1769. 29 Metro, 497 U.S. at 3028 (O'Connor, J., dissenting). 30 These differences include the unique role of education in society, the special First Amendment protections of academic freedom operating in the higher education context, the emphasis placed on individualistic diversity in Bakke versus the largely pluralistic diversity at issue in Metro, the direct interactions among students in a university environment versus the attenuated interactions between owners of broadcast stations and the public, and the fact that Justice Powell upheld educational diversity under strict scrutiny in Bakke. See, e.g., Amar & Katyal, supra note 13, at 1747 (1996) (offering several potentially salient distinctions between Bakke and Metro). 31 See, e.g., Wygant V. Jackson Bd. of Educ., 476 U.S. 267, 286 (1986) (O'Connor, J., concurring) ("[A]lthough its precise contours are uncertain, a state interest in the promotion of racial diversity has been found sufficiently 'compelling'' at least in the context of higher education, to support the use of racial classifications in furthering that interest."); id. at 288 ("The goal of providing 'role models' discussed by the courts below [and rejected by the Supreme Court here] should not be confused with the very different goal of promoting racial diversity among the faculty."). 32 Adarand, 115 S. Ct. at 2114-17. 8 Bakke-style affirmative action, Only a handful of modern Supreme Court cases are now household words in America. But Bakke -- like Brown and Roe -- is surely one of them. 33 Given this analysis, there is likely a case to be made for affirmative action in higher education based on the interest in promoting teaching and learning. But it is likely to be a tough case. 2. Enhancing Civic Values A related interest that may be furthered by promoting racial diversity in the student body is enhancing civic values. Education has long been viewed in our democratic society as "the very foundation of good citizenship. 34 "[M]uch of the point of education is to teach students how others think and to help them understand different points of view -- to teach students how to be sovereign, responsible, and informed citizens in a heterogeneous democracy.' ,,35 By bringing together and promoting interaction among an array of students from diverse racial and ethnic groups, universities help cultivate the values of understanding, tolerance, and respect for others that make all students better citizens. This goal is central to universities and is arguably the cornerstone of arguments for racial diversity. Institutions of higher education are today a primary source of cultural capital. They aspire to cultivate the remarkable and difficult capacity to regard oneself from the perspective of the other, which is the foundation of the critical interaction necessary for active and effective citizenship In the United States, racial and ethnic identities mark lines of intense political division. If the racial and ethnic rifts that divide us are to be transcended by a democratic state that is legitimate to all sides, there must be articulate participation in public culture that concomitantly spans the lines of these controversies. 36 This civic interest is at the heart of Bakke's diversity rationale and is often analyzed as part of the interest in promoting teaching and learning described above. Therefore, the prior analysis of the likely views of each justice concerning whether the interest in teaching and learning is "compelling" likely applies here. However, I have disaggregated the two interests to point out an important difference: Unlike the teaching and learning interest, the civic interest does not necessarily depend on judgments about 33 Amar & Katyal, supra note 13, at 1769-70. 34 Brown V. Bd. of Educ., 347 U.S. 483, 493 (1954). 35 Amar & Katyal, supra note 13, at 1774. 36 Robert Post, Introduction: After Bakke, Representations, Summer 1996, at 1,1. See also Amar & Katyal, supra note 13, at 1749 ("If a far-flung democratic republic as diverse -- and at times divided -- as late twentieth-century America is to survive and flourish, it must cultivate some common spaces where citizens from every corner of society can come together to learn how others live, how others think, how others feel. If not in universities, where? If not in young adulthood, when?"). 9 individuals' viewpoints. Even if the lesson that black and white students, for example, learn from interacting with each other in a university setting is that there is no viewpoint correlated with race (i.e., that black and white students do not in fact see any issues differently in any consistent way), that would likely be an extremely valuable lesson toward instilling students of all races with the tolerance and understanding necessary for them to function as good citizens in our multicultural, democratic society. As Justice Stevens explained in Wygant V. Jackson Board. of Education, referring to the value of racial diversity in the faculty: In the context of public education, it is quite obvious that a school board may reasonably conclude that an integrated faculty will be able to provide benefits to the student body that could not be provided by an all-white, or nearly all-white, faculty. For one of the most important lessons that the American public schools teach is that the diverse ethnic, cultural, and national backgrounds that have been brought together in our famous "melting pot" do not identify essential differences among the human beings that inhabit our land. It is one thing for a white child to be taught by a white teacher that color, like beauty, is only "skin deep"; it is far more convincing to experience that truth on a day-to-day basis during the routine, ongoing learning process.³⁷ This distinction could make a difference to Justice O'Connor, who in her Metro dissent indicated her opposition to any affirmative action program that is based on the assumption that a person's race determines how he/she thinks. 38 As explained above, I believe that this criticism concerning race and viewpoint misunderstands the relevance of racial diversity in the higher education context. Nonetheless, to the extent that the criticism can be avoided, the case for enhancing civic values as a compelling interest may be slightly stronger than that for promoting teaching and learning. 3. Remedying the Lack of Essential-Service Providers On a different level than the two educational interests just described, promoting the inclusion of racial minorities at predominantly white universities may serve the interest in producing well-educated professionals to practice in under-served areas in society. This interest is different than the interests in 37 Wygant, 476 U.S. at 315 (Stevens, J., dissenting) (emphasis added). Some seek to distinguish this sameness argument from the difference argument for promoting racial diversity. But I see the two as inherently linked. Persons of different races likely have some differences that are real, based on their different cultures and experiences, and others that are based on misperceptions from which our sameness can emerge. But the point is that it does not matter to which theory one subscribes because racial diversity likely promotes civic values among all students in either case. Therefore, this goal for affirmative action cannot be said to turn on the relationship between race and viewpoint. 38 See Metro, 497 U.S. at 602 (O'Connor, J., dissenting). 10 teaching and learning and civic values because it is not based on the interaction among students of different races. In fact, this interest is not really concerned with the race of the students at all. Rather, it seeks to promote minority student attendance only because under-served communities tend to be largely minority communities, and because it is believed that minority graduates are more likely to practice in those communities. This interest may be compelling in some circumstances where the need for certain service providers is itself compelling. For example, in Bakke, Justice Powell suggested that the state's interest in "facilitating the health care of its citizens" by expanding health services in under-served communities was arguably compelling enough to justify the use of race-based affirmative action at Davis Medical School, but he rejected the interest in large part because there was no evidence that minority graduates were more likely to practice in such under-served communities.39 As will be shown below, such evidence now exists. However, as will also be shown below, affirmative action programs designed to promote this interest are unlikely to withstand strict scrutiny under any circumstances because they suffer from a different fatal flaw -- there are clearly race-neutral means available to further this interest (i.e., the program would not be necessary or narrowly tailored). 40 For example, a university could offer scholarships to students who pledge to practice in under-served communities after graduation. At the extreme, universities could even reserve admissions slots for students who agree to practice in under-served communities. Therefore, the potentially compelling nature of this goal is likely moot. 4. Remedying Racial Stratification in Society Finally, promoting the inclusion of racial minorities through affirmative action in university admissions may serve the interest in remedying racial stratification by producing well-educated minorities to serve at advanced levels in society. This interest rests in part on the notion that universities are prime forces of social mobility. However, this interest does not only have a social promotion component to it; it may also have an instrumental component: It may be necessary in some circumstances to admit minority students to study in certain fields because there is an instrumental value to having minorities in certain positions in society. For example, in Wittmer v. Peters,⁴¹ the Seventh Circuit upheld an affirmative action program for correctional officers at a prison "boot camp" because the court found it was necessary to promote black officers to serve the state's compelling interest in "pacification and reformation" of youth 39 Bakke, 438 U.S. at 310-11 (opinion of Powell, J.). 40 Justice Powell mentioned this criticism in Bakke as well. See id. at 311. 41 87 F.3d 916 (7th Cir. 1996), cert. denied, 65 USLW 3416 (1997). 11 offenders. Imagine that instead of the boot camp seeking to promote a black officer directly, the local university sought to enroll a black applicant in its correctional officer training program. In that case, there would perhaps be an argument that, given the compelling interest in having some black correctional officers in supervisory positions, the university program would pass strict scrutiny. It is clear that universities may not use affirmative action simply to promote the social mobility of minorities; that interest is largely akin to the interest in overcoming "societal discrimination," which the Supreme Court has clearly indicated is not sufficiently compelling to justify affirmative action by any entity except perhaps the federal government.⁴² Furthermore, even where there is an instrumental value to the promotion of minorities in a given field, affirmative action is likely to raise substantial concerns for the Court. Nonetheless, this interest may be worth pursuing in defense of a university's affirmative action program where there is an extremely close connection between the education the university provides and the availability of minorities in potentially compelling positions in society. One possible example that will be explored below is the medical profession. 43 B. Evidence Linking the Objective of Promoting Racial Diversity to the Goals of Higher Education In order to make the case for affirmative action in higher education, the objective of promoting racial diversity must be linked to the above goals of higher education by more than mere analytical presumptions. The Supreme Court will uphold affirmative action only where there is "a strong basis in evidence" to support the belief that the given program serves a compelling interest and is narrowly tailored to achieve that interest. 44 Given the paucity of evidence concerning the value of racial diversity in higher education, this heightened evidentiary requirement would seem to pose the greatest challenge to efforts to promote affirmative action based on the diversity rationale. "The hope for preserving pluralism in American higher education now rests on our ability to marshal specific evidence that the institutions' core 42 See, e.g., Bakke, 438 U.S. at 307-10 (opinion of Powell, J.) (holding that the interest in overcoming societal discrimination is insufficient to justify affirmative action by a university). 43 See infra text accompanying notes 73-78. 44 See, e.g., Richmond V. J.A. Croson Co., 488 U.S. 469, 500 (1989) (quoting Wygant, 476 U.S. at 277). This subsection of the paper focuses on showing that racial diversity serves a compelling interest. The related issue of whether affirmative action is necessary to promote that interest is an issue of strategy and is discussed below. See infra text accompanying notes 92-99. 12 needs and values require special efforts for racial and ethnic minorities."⁴⁵ In other words, universities must present clear evidence that promoting racial diversity serves one or more of the potentially compelling interests identified above. It is unclear how much and what kind of evidence is necessary to meet this evidentiary requirement. A recent article argues that the Court should be satisfied with "the testimony of educators. "46 Many academics have touted the value of diversity,⁴ but I am not confident that such evidence will independently be sufficient to sustain affirmative action. (It certainly was not in Hopwood.) Nonetheless, several factors arguably favor universities in their efforts to present sufficient evidence of the value of racial diversity: (1) The First Amendment concept of academic freedom holds that it is chiefly the university's place "to determine for itself on academic grounds who may teach, what may be taught, how it shall be taught, and who may be admitted to study. ,,48 (2) The Supreme Court has arguably indicated that some deference to higher education experts may be appropriate with regard to affirmative action.49 (3) While universities must present substantial evidence of the value of diversity, the ultimate burden of proof remains with the plaintiff(s) challenging a university's affirmative action program to prove that it violates his/her equal protection rights. 50 (4) In Wittmer V. Peters, Chief Judge Posner held that how much and what kind of evidence is required under the strict scrutiny standard depends, in part, on what evidence is available. 51 This section of the paper describes possible evidentiary chains linking the objective of promoting racial diversity within the student body to each of the four potentially compelling interests identified above (in other words, assessing the value of diversity). Direct evidence linking racial diversity to most of the interests identified above is extremely limited; some have even suggested that such evidence cannot be produced." Furthermore, what evidence does exist sometimes shows mixed results concerning the value of 45 Martin Michaelson, Building a Comprehensive Defense of Affirmative Action Programs, Chron. of Higher Ed., July 28, 1995, at A56. 46 Note, supra note 16, at 1361. 47 See. e.g., Gabriel J. Chin, Bakke to the Wall: The Crisis of Bakkean Diversity, 4 Wm. & Mary Bill Rts. J. 881, 888-89 (1996). 48 Bakke 438 U.S. at 312 (opinion of Powell, J.) (quoting Sweezy V. New Hampshire, 354 U.S. 234, 263 (1957) (Frankfurter, J., concurring in the result)). 49 See Southern Education Foundation, Redeeming the American Promise, 14-18 (1995) (suggesting that the Supreme Court's statement in United States V. Fordice, 505 U.S. 717 (1992), that policies traceable to the de jure segregated era must be eliminated "to the extent practicable and consistent with sound educational practices," indicates a willingness to defer, to some extent, to education leaders). 50 See, e.g., Wygant, 476 U.S. at 277-78 (plurality opinion); id. at 292 O'Connor, J., concurring). 51 See Wittmer, 87 F.3d at 920-21. 52 See, e.g., Note, supra note 16, at 1361-62 ("Although the educational community has heralded diversity's benefits, current social science methods do not provide definitive measurements. Therefore, if courts did require universities to prove that diversity furthers learning, courts would be making a substantive choice that higher 13 racial diversity in higher education. However, this is likely because the resource of racial diversity has, until recently, been largely underutilized by universities in any formal way and has in turn been underevaluated as well. Still, some positive direct evidence exists concerning the value of diversity, and other indirect evidence shows great promise. Therefore, I conclude that there is likely a case to be made for the importance of racial diversity in achieving the goals of higher education, but universities must promote efforts to use the resource of diversity more effectively and to evaluate it more rigorously. 1. Evidence Linking Racial Diversity to the Goal of Promoting Teaching and Learning Direct evidence linking racial diversity in the university student body to the goal of promoting teaching and learning would include studies that demonstrate more effective teaching and learning in racially diverse environments, including enhanced learning on substantive issues, improved cognitive skills, etc. Such studies are rare, but some recent and encouraging attempts have been made. For example, several recent longitudinal studies based on nationwide student survey data report positive correlations between increasing cross-racial student interactions and such educational outcomes as retention, satisfaction with college, intellectual self-concept and social self-concept (at least where coupled with efforts to promote constructive interactions among students of different racial groups). 53 Other studies 1 have tried to measure the effects of diversity at a more micro-level. One example is a recent study by Maurianne Adams and Yu-hui Zhou-McGovern that attempted to measure the effects of an undergraduate social diversity course (with a racially diverse student enrollment) on students' cognitive development.⁵⁴ Adams and Zhou-McGovern hypothesized that "[c]ollege curricula that deal with social justice and social diversity call for many of the qualities described in the [cognitive] developmental literature with regard to critical thinking, openness to conflicting perspectives from readings or classroom discussions, and, most especially, the ability to reflect upon one's experience, prior beliefs and feelings from another's educational institutions cannot pursue diversity. The benefits of diversity are the result of interpersonal interactions that cannot be quantified or verified by scientific proof."). 53 See Alexander Astin, How Are Students Affected? 25 Change 44 (1993); Octavio Villalpando, Comparing the Effects of Multiculturalism and Diversity on Minority and White Students' Satisfaction with College, ASHE Annual Meeting Paper 16 (Nov. 9, 1994); Mitchell Chang, Racial Diversity in Higher Education: Does a Racially Mixed Student Population Affect Educational Outcomes? 11-12 (1996) (forthcoming article based on unpublished Ph.D. dissertation, University of California, Los Angeles). 54 Maurianne Adams and Yu-hui Zhou-McGovern, The Sociomoral Development of Undergraduates in a "Social Diversity" Course, Paper presented at the Annual Meeting of the American Educational Research Assoc. (Apr. 1994). 14 perspective. Based on tests administered to students before and after participation in the social diversity course, Adams and Zhou-McGovern found statistically significant, positive effects on stu dents' cognitive 56 development. The above studies indicate that it is possible to develop evidence linking racial diversity in the student body to the goal of promoting teaching and learning, but much more research is clearly needed. Studies showing a direct link between racial diversity and improved teaching and learning; are likely hard to produce. Assessing teaching and learning is inherently difficult, and assessing that part cf teaching and learning attributable to diversity is likely even more so. However, qualitative data may be more readily available than quantitative data and should not be undervalued. 57 Finally, in the short term, the premise that racial diversity in the student body improves teaching and learning can perhaps be proven indirectly. First, there is evidence that having a variety of perspectives, examine a problem, in general, promotes problem solving. "Studies have shown that work team heterogeneity promotes critical strategic analysis, creativity, innovation, and high-quality decisions. ,,58 Second, those perspectives that should be actively included in a diverse problem-solving group are likely those perspectives that are relevant to the given problem or subject at issue and are not otherwise adequately represented. Third, there is substantial evidence indicating that race is often relevant in the sense that black and white persons, for example, often have different experiences in the world as a result of race and, in turn, often see the world differently. 59 Therefore, there is likely a strong argument to be made 55 Id. at 1-2. 56 Id. at 31. 57 See Villalpando, supra note 53, at 25; Telephone Interview with Mitchell Chang, Professor, Loyola Marymount Univ. (Apr. 1, 1997). 58 Susan Sturm & Lani Guinier, The Future of Affirmative Action: Reclaiming the Innovative Ideal, 84 Cal. L. Rev. 953, 1024 (1996) (citing L. Richard Hoffman & Norman R.F. Maier, Quality and Acceptance of Problem Solutions by Members of Heterogeneous Groups, 62 J. Abnormal and Social Psychology 401 (1961)). Of course, not all of the effects of diversity, especially cultural diversity, on problem solving are positive. "Although culturally diverse groups have the potential to generate a greater variety of ideas and other resources than culturally homogeneous groups, they need to overcome some of the group interaction problems that make group functioning more difficult." Warren E. Watson & Kamalesh Kumar, Differences in Decision Making Regarding Risk Taking: A Comparison of Culturally Diverse and Culturally Homogeneous Task Groups, 16 Int'l J. of Intercultural Relations 53, 61 (1992). 59 This often unfortunate truth can be shown in many ways including audit studies and surveys that demonstrate the continuing vestiges of discrimination that African Americans and other minorities face in their daily lives. See, e.g., Michael Fix, George C. Galster & Raymond J. Struyk, An Overview of Auditing for Discrimination, in Clear and Convincing Evidence: Measurement of Discrimination in America 1 (Michael Fix & Raymond J. Struyk eds., 1993) (discussing evidence of discrimination facing minorities in employment and housing); Jennifer L. Hochschild, Facing Up to the American Dream 114 (1995) (reporting that white persons rank black persons as more violent and less likely to work hard). Such vestiges undoubtedly influence minority life experiences and likely contribute to differences in black and white viewpoints on countless issues, from welfare reform to the O.J. \\ Simpson verdicts. See, e.g., The Four Americas: Government and Social Policy Through the Eyes of America's 15 for the notion that including black students' perspectives in university discussions is likely to enhance problem solving, and thereby teaching and learning, on many issues, at least in student-centered learning environments. 2. Evidence Linking Racial Diversity to the Goal of Enhancing Civic Values Direct evidence linking racial diversity in the student body to the goal of enhancing civic values would include research studies that demonstrate that students' values, beliefs, and/or actions are positively affected by a more diverse campus environment. Once again, such direct evidence is extremely limited. "National studies dealing with changes during the college years in attitudes and values related to civil rights, civil liberties, racism, anti-Semitism, or general tolerance for nonconformity uniformly report shifts toward social, racial, ethnic, and political tolerance and greater support for the rights of ndividuals in a wide variety of areas. ,,60 But there is little evidence that racially diverse educational environments themselves have such effects. One exception is a recent longitudinal study by Alexander Astin, mentioned above, in which he found that increased faculty and institutional commitment to diversity and increased student diversity experiences (such as participation in a cultural awareness workshop) were positively associated with increased cultural awareness among students and/or increased student commitment to promoting racial understanding.6¹ Thus Astin lends some direct support to the notion that efforts to promote racial diversity in turn promote civic values, and other studies have corroborated Astin's findings that participation in cultural awareness workshops has positive effects on students' attitudes about racial diversity.⁶² But much more research is clearly needed. Once again, the link between racial diversity in the student body and the goal of inculcating civic values can perhaps be established indirectly by studies demonstrating that interactions among different types of people, in general, promote tolerance and understanding. This theory is widely known as the "contact hypothesis," which states that "contact with members of a negatively stereotyped group might ameliorate attitudes both toward the specific group member or members with whom contact occurred, and Multi-Racial and Multi-Ethnic Society, Harvard Survey Project 25-37 (Dec. 1995) (illustrating differences in viewpoints by race with regard to numerous issues). 60 Pascarella & Terenzini, supra note 11, at 279. 61 See Astin, supra note 53, at 46-49. 62 See. e.g., Leonard Springer et al., Attitudes Toward Campus Diversity: Participation in a Racial or Cultural Awareness Workshop, 20 Rev. of Higher Ed. 53, 60-66 (1996) (showing that participation in a cultural awareness workshop is positively associated with more favorable attitudes toward racial diversity among white students including men, women, and students in both liberal and conservative majors). 16 toward the group as a whole. "63 Numerous studies have provided support for the contact hypothesis provided that certain conditions are met. These conditions include (1) that the interaction occur between persons of equal status, (2) that the interaction afford persons the chance to get to know each other, and (3) that the interaction be cooperative and in pursuit of mutual goals. 64 Even where these cor ditions are met, most studies concerning the contact hypothesis show a positive shift in attitudes only towa rd the specific stereotyped group member and not necessarily toward the group as a whole. But recent studies have shown support for the generalization component of the contact hypothesis as well.⁶⁵ Therefore, the contact hypothesis could lend indirect support for the importance of racial diversity in promoting such civic values as racial tolerance and understanding, provided that universities are willing to make the commitment to foster cross-racial cooperative learning opportunities. 3. Evidence Linking Racial Diversity to the Goal of Remedying the Lack of Service Providers in Under-Served Communities There is substantial evidence of a lack of certain types of professionals practicing in certain segments of society. These under-served communities tend to be largely minority. Furthermore, there is some evidence that minority professionals are more likely to practice in these areas. Therefore, increasing minority enrollment in certain professional programs may remedy this lack of service pro viders. The most apparent example is the medical profession: There is substantial evidence of a shortage cf physicians in certain segments of society.⁶⁶ While there is some evidence of shortages in poor commurities, a recent study in California indicates that "[t]he supply of physicians was much more strongly ass ociated with the proportion of black and Hispanic residents in the community areas than with the areas' ir come level. "67 63 James L. Werth & Charles G. Lord, Previous Conceptions of the Typical Group Member and the Contact Hypothesis, 13 Basic and Applied Social Psychology 351 (1992). See also Gordon Allport, The Nature of Prejudice (1954) (proposing the contact hypothesis). 64 See Werth & Lord, supra note 63, at 352; Donna M. Desforges et al., Effects of Structured Cooperative Contact on Changing Negative Attitudes Toward Stigmatized Social Groups, 60 J. of Personality and Social Psychology 531 (1991); Janet Ward Schofield, Improving Intergroup Relations Among Students, in Handbcok on Research on Multicultural Education 635, 638-41 (James A. Banks ed., 1995). 65 See Desforges, supra note 64, at 535-40 (showing that cooperative learning interactions between college students and other students who they believed were former mental patients had a positive effect on the college students' attitudes toward the supposed mental patients with whom they interacted and toward mental patients overall); Werth & Lord, supra note 63, at 358-63 (indicating, with some lack of experimental controls, that classroom interactions between college students and a guest speaker with AIDS had a positive effect on the students' attitudes toward the speaker and toward people with AIDS more generally, but finding that the change in attitudes was only significant for students who had not previously had contact with a person with AIDS). 66 See, e.g., Miriam Komaromy et al., The Role of Black and Hispanic Physicians in Providing Health Care for Underserved Populations, 334 N.E. J. of Medicine 1305 (May 16, 1996). 67 Id. at 1307. 17 Finally, studies show that black and Hispanic medical school graduates are significantly more likely to practice in these under-served areas.⁶⁸ Therefore, affirmative action in medical school admissions may be necessary to further the compelling interest in facilitating health care to all citizens. However, as mentioned above and discussed below, it is unlikely that affirmative action programs designed to achieve this interest will pass strict scrutiny, despite the above evidence, because there are likely race-neutral means available to achieve this goal. 4. Evidence Linking Racial Diversity to the Goal of Remedying Racial Stratification in Society There is ample and impressive evidence that higher education is a major force of social mobility for minorities. Consider the effects of college on minorities' future earnings: First, for all students, the effect of obtaining an undergraduate degree on future earnings has never been greater. 70 Second, a college degree results in an even greater increase in earnings for black students than for white students. 71 Third, and most important in the context of affirmative action, a recent study shows that minority students who attend selective universities, often as a result of affirmative action, have higher future earnings than equally qualified minority students who attend less prestigious universities.⁷² This shows that affirmative action in higher education is itself an agent of social mobility. Despite all of this, it is not likely that the Supreme Court would find that universities are the appropriate actors to decide to use affirmative action to pursue this goal of remedying racial stratification, which is akin to remedying societal discrimination. However, as stated above, there may be rare cases where increasing the number of minorities serving in select positions in society has an instrumental value that is itself compelling, and where universities are so closely connected to producing minorities to serve in those positions that affirmative action would be justifiable. 68 Id.; S.N. Keith et al., Effects of Affirmative Action in Medical Schools: .4 Study of the Class of 1975, 313 N.E. J. of Medicine 1519-25 (1985). 69 See Bakke, 438 U.S. at 310-11 (indicating that the state's interest in "facilitating the health care of its citizens" was potentially compelling). 70 See William G. Bowen, No Limits, Transcript of speech delivered at Cornell Univ. 2-3 (May 21, 1995) (quoting Sarah E. Turner, Changes in Returns to College Quality, U. of Mich, Dep't of Econ., mimeo (A.pril 1995)). 71 See One Statistical Measure of How a College Education Tends to Repair Damage From the Past, J. of Blacks in Higher Ed. 5 (Autumn 1996) (reporting that the median annual income of black high school graduates is approximately 57 percent of white high school graduates, but the income of black college graduates is 87 percent of white college graduates). "Whatever the reasons for the continuing economic disparities bet veen the races, it is certain that a college education, more than any other factor, serves to break down racial stereotypes, increase opportunities for African Americans, and decrease the economic gap between blacks and whites." Id. 72 Thomas Kane, Racial and Ethnic Preference in College Admissions 13-14 (1997) (Paper presented at recent conference on affirmative action and university admissions). 18 Consider, once again, the medical profession. It is clear that there is an underrep resentation of black physicians in society. 73 Furthermore, there may be an instrumental value to having; a sufficient number of black physicians in society (not to be confused with the interest discussed above in providing under-served segments of society with physicians of any race). Simply put, while physic ans of all races are capable of providing quality care, black physicians may, in some cases, provide better care for black patients. 74 This could be true for several reasons: First, there is evidence that black patients are more likely to visit black physicians. This is true even after controlling for the proportion of b ack residents living in the given community. This may indicate that black patients feel more comfortable visiting black physicians. Thus, increasing the number of black physicians could lead to an increase in preventive care and early detection of illness as more black patients would more readily seek medical attention. Second, black physicians may be more likely to understand "the cultural and social context of illness and disability among blacks. ,,,76 For example, the unique social pressures facing African Americans, such as issues of status and discrimination, can cause great stress, which can promote disease and illness. A black physician is likely to better understand these pressures and to more easily factor them into his/her diagnosis." Third, black physicians may be able to communicate with black patients more easily, which is crucial because medical evaluation is itself a social interaction.⁷⁸ For all these reasons and more, it is possible, though perhaps not probable, that the Supreme Court could find that affirmative action in medical school admissions is necessary to further the compelling interest in providing health care to all citizens. 79 However, the question remains whether some actor besides a university, such as the fede government, is the more appropriate actor to make that determination. 73 E.g., Sterling M. Lloyd & Russell L. Miller, Black Student Enrollment in U.S. Medical Schc ols. 261 J. of Am. Medical Assoc. 272 (1989) ("Blacks continue to be underrepresented in the medical schools of this country and in the profession of medicine. Blacks represent about 12% of the nation's population, but only 6% of total medical school enrollment, 5% of medical school graduates, 5% of postgraduate trainees, 3% of physicians in practice, and 2% of medical school faculties."). 74 Id. at 75 Komaromy, et al., supra note 66, at 1301-08. 76 Lloyd & Miller, supra note 73, at 77 See Clovis E. Semmes, Racism, Health, and Post-Industrialism: A Theory of African-Amer can Health 131-34 (1996). 78 Lloyd and Miller, supra note 73, at 79 See Bakke, 438 U.S. at 310-11 (opinion of Powell, J.) (indicating that the state's interest in 'facilitating the health care of its citizens" is potentially compelling). 19 C. Objective of Promoting Racial Diversity Objectives are concrete, operational aims that are linked to the non-operational goals/interests by evidence and analytical presumptions, 80 as illustrated above. In the case of affirmative action in university admissions, the objective is promoting racial diversity in the student body, by which I mean increasing minority representation at predominantly white universities. However, vague objectives, such as "promoting racial diversity," are sometimes dangerous because they lead to confused, imperfect policy choices. 81 What makes an objective "operational" is that it is defined precisely enough SO that it is easy to understand what is expected and to determine whether the objective has been achieved. In the case of affirmative action in university admissions, this need to clearly articulate a policy's objective raises additional questions: Exactly what level of racial diversity is appropriate? And for how 1 ong should it be pursued?⁸² The proper level of diversity a university should pursue and how long a university should pursue it naturally depends on what goal(s) of higher education it is trying to promote. For example, if the goal or interest is remedying racial stratification in society, then the appropriate level of diversity is likely tied to the lack of minorities at certain levels in society. This conclusion illustrates why it is unl kely that the goal of remedying racial stratification will be found to be compelling in most cases. Promoting this interest would permit a discrete university to use affirmative action to admit any number of mino rity applicants it believed appropriate until societal discrimination was remedied, a situation the Supreme Court has clearly rejected. 83 However, if the interests a university is seeking to serve are promoting teaching and learning or enhancing civic values among its students, then the appropriate levels of diversity are tied to the levels 80 See Zelikow, supra note 5, at 162. 81 Id. at 162-64. 82 When talking about numbers, it is obviously important to distinguish between targets and quotas. The use of quotas in affirmative action is clearly unconstitutional, see, e.g., Bakke, 438 U.S. at 314-20. 'n part because using a quota encourages the recruitment of enough minorities to fill the quota regardless of qualifications, see Amar & Katyal, supra note 13, at 1751. Numerical targets are intended to be more flexible and aspirational. Numerical targets in affirmative action establish the ideal while recognizing that meeting the targets depends on the availability of qualified minority applicants. 83 See, e.g., Bakke, 438 U.S. at 307-10 (opinion of Powell, J.) ("[T]he purpose of helping certain groups whom the faculty of the Davis Medical School perceived as victims of 'societal discrimination' does not ju stify a classification that imposes disadvantages upon persons like respondent, who bear no responsibility for whatever harm the beneficiaries of the special admissions program are thought to have suffered. To hold otherwise would be to convert a remedy heretofore reserved for violations of legal rights into a privilege that all institutions throughout the Nation could grant at their pleasure to whatever groups are perceived as victims of societal discrimination. That is a step we have never approved."). 20 necessary to achieve those goals by promoting discussions and interactions among student; of different races. In other words, some specific level of minority representation on campus is obviously required to create sufficient opportunities for communication and interactions across racial lines. Given the lack of direct evidence concerning the value of diversity to promoting teaching and learning and instilling civic values, we obviously do not know what level of minority enrollment is optimal. One point of agreement between proponents and opponents of diversity-based affirmative action seems to be that proportionality in racial representation is not necessarily required to further those educational goals. 84 Furthermore, many education leaders believe that minority participation and inter action across racial lines are dependent upon the level of comfort minorities feel on campus. This raises the notion of "critical mass. 185 Even on this point, however, the available pedagogical literature is limited and difficult to interpret. There is substantial evidence that black students attending predominantly white universities experience greater levels of alienation and isolation than their white counterparts at predominantly white universities or their black counterparts at historically black universities. 86 Furthermore, there is evidence that the social and academic adjustment of black students at predominantly white universi is enhanced by communalism, meaning the tendency for a black student to see him/herself as part of a black community. 87 "The communal student may be more likely to draw from the support of Blacks on campus or in the surrounding community, thereby uniting with community members in the face of adversity rather than withdrawing in isolation. ,,88 Thus a critical mass of black students may increase the level of comfort of black students on campus by providing such a black community. This, however, highlights the concern that a "critical mass" might make minority students feel more comfortable only because they are able to self-segregate within their own racial or e:hnic communities, thereby actually decreasing cross-racial interactions. There is some evidence of such 84 Compare Amar & Katyal, supra note 13, at 1777 (supporting non-remedial affirmative action) ("A critical mass of students of a particular group may be needed so that other students become aware of the group (and of the diversity within the group), but this by no means requires exact proportionality -- or anything like it.") and Chin, supra. note 47, at 894 (opposing non-remedial affirmative action) ("The theory of Bakkean diversity is that it may be beneficial for persons who are not members of a particular group to have contact with others who are. Accordingly, the number of minority students admitted is driven not by the percentage of minorities in the population, but by the number needed to achieve that goal of educational diversity."). 85 See, e.g., Chin, supra note 47, at 921 ("Diversity proponents often argue that a 'critical mass' of minority students is necessary to ensure that the students are socially comfortable."). 86 See, e.g., Walter R. Allen, The Color of Success: African-American College Student Outcomes at Predominantly White and Historically Black Public Colleges and Universities, 62 Harv. Ed. Rev. 26 (Spring 1992); Pascarella & Terenzini, supra note 11, at 380. 87 Chalmer E. Thompson & Bruce R. Fretz, Predicting the Adjustment of Black Students at Predominantly White Institutions, 62 J. of Higher Ed. 437, 437-38 (July/Aug. 1991). 88 Id. 21 "Balkanization," but recent studies indicate that a "critical mass" of minority students will not necessarily result in self-segregation.⁸⁹ Cross-racial interaction will occur as long as universities se ek to promote such cross-racial interaction. In other words, in addition to numbers, "the results of efforts to increase diversity on our campuses may depend very much on what kinds of learning environments are created. ,,90 Finally, the issue of whether affirmative action in higher education intended to promote teaching and learning and enhance civic values has a clear stopping point in terms of how long it should be used is more difficult. Given the nature of these goals, it seems logical that a university should I se affirmative action, if necessary, to promote racial diversity until race no longer has substantial educational value, which is likely tied to the role of race in society and, thereby, to the existence of societal discrimination. 91 But perhaps the distinction here is that universities are not trying to directly overcome past societal discrimination by acting as the self-proclaimed leaders of social readjustment for discrete racial groups. Rather, universities are simply recognizing the reality of societal discrimination and its relevance to the fulfillment of their core goal: providing a complete education (intellectual, vocational, civic, moral, etc.) for all of their students. Whether this is a distinction with a difference likely depends on how compelling the Court finds the goals of promoting teaching and learning and instilling civic values tc be. D. Strategy of Affirmative Action A strategy is a general plan of action designed to achieve the desired objective(s) and thereby promote the larger goals. 92 The strategy at issue here is race-based affirmative action in student admissions. It is the use of this race-based strategy that implicates strict scrutiny and requires universities to show that the strategy is narrowly tailored to serve a compelling interest. However, recent comments and actions by members of the higher education community and others indicate a lack of understanding or appreciation for what it means for a strategy to be "race-based" and thereby trigger strict scrutiny. Some education leaders and researchers are encouraging the development of 89 See, e.g., Troy Duster, The Diversity of California at Berkeley: An Emerging Reformulation of "Competence" in an Increasingly Multicultural World, in Beyond a Dream Deferred 231, 237 (1993) ("Our re search revealed that while the student body is segmented along racial and ethnic lines, there are some important, good social relations and collective problem solving across racial and ethnic lines."); Sylvia Hurtado, Eric L. Dey & Jesus G. Trevino, Exclusion or Self-Segregation? Interaction Across Racial/Ethnic Groups on College Campuse; Paper presented at the Annual Meeting of the American Educational Research Association (1994) (finding that, in terms of informal interactions, "African Americans are more likely to interact across groups than are whites."). 90 Bowen, supra note 70, at 21. 91 See Note, supra note 16, at 1363-63. 92 See Zelikow, supra note 5, at 164-65. 22 admissions schemes intended to promote racial diversity by using facially race-neutral C riteria, such as social class. 93 But what implicates so-called strict scrutiny in constitutional analysis is not merely facially race-based action but also intent to discriminate based on race.⁹⁴ In other words, if the intent of a university in adopting a facially race-neutral admissions policy is to achieve racial diversity, it is subject to the same legal standard as if its admissions program were facially race-based. The law scrutinizes covert race-based actions as stringently as overt race-based actions. Therefore, there may be little value in developing such facially race-neutral admissions programs. In any case, the data overwhelmingly indicate that the use of facially race-neutral factors, such as social class, is not likely to yield a racially diverse student body.96 Whether it is facially or just intentionally race-based, the Supreme Court will uphold affirmative action in higher education only where it serves a compelling interest and is narrowly tail ored to achieve that interest. The compelling interest prong was addressed above. The narrowly tailored prong requires 93 See. e.g., Linda F. Wightman, The Threat to Diversity in Legal Education: An Empirical t. nalysis of the Consequences of Abandoning Race as a Factor in Law School Admission Decisions, 72 N. Y.U. L. Rev. 1, 48 (forthcoming, 1997). 94 See, e.g., Arlington Heights V. Metro. Hous. Dev., 429 U.S. 252, 264-71 (1977) (indicating that strict scrutiny is implicated where a racially discriminatory purpose is shown to have been a "motivating factor" in the adoption of a facially race-neutral policy or program). The existence of a discriminatory purpose is determined by examining a number of factors including the events leading up to the program's adoption and statements made by members of the given decisionmaking body. Id. at 267-68. 95 Two caveats to this point are perhaps warranted: (1) Once a facially race-neutral program is shown by the plaintiff to have been motivated by a racially discriminatory purpose (i.e., to promote racial diversity), then the burden technically shifts back to the defendant to show that the program would have been adopted even without that factor. Id. at 271 n.21. Therefore, to the extent that universities can justify the adoption of race-neutral admissions criteria that promote racial diversity on grounds independent of their intent to promote racial diversity (i.e., for other legitimate educational reasons), such criteria likely have a better chance of being upheld. See Michael Williams, Racial Diversity Without Racial Preferences, Chron. of Higher Ed., Nov. 15, 1996, at A64. (2) An argument can be made that facially race-neutral efforts such as widening the scope of udent recruitment may be immune from equal protection challenge even if the intent is to recruit minority studer ts, perhaps because such programs cause no injury to non-minority students (i.e., recruitment has no discriminatory effects). See Lujan V. Defenders of Wildlife, 504 U.S. 555, 560 (1992) (indicating that the "irreducible constitutional minimum of standing" requires "injury in fact"). But cf. Miller V. Johnson, 115 S. Ct. 2475, 2485 (1995); Shaw V. Reno, 509 U.S. 630, 641-42 (1993) (holding that a voter residing in a racially gerrymandered district has standing to challenge the redistricting plan because he/she has been injured by having been treated not as an individual but as a member of a racial group.). 96 E.g., Robert Bruce Slater, Why Socioeconomic Affirmative Action in College Admissions W orks Against African Americans, J. of Blacks in Higher Ed. 57-59 (Summer 1995) (showing that using socio-econoinic status in admissions at selective universities would result in little more racial diversity than a race-blind system that did not include socio-economic status); Wightman, supra note 93, at 48-59 (finding that neither socioeconomic status, selectivity of undergraduate school, or undergraduate major if used as factors in law school ad missions would result in racial diversity similar to that presently achieved under affirmative action); Kane, supra note 72, at 18-19 (finding that because the majority of low-income families are white, a college presently administering a race-based affirmative action admissions plan would have to "grant preferences to six times as many low-income students to 'yield' the same number of black and Hispanic freshmen"). "No race-blind substitute is likely to cushion the effect of an end to racial preferences. The problem is one of numbers." Id. at 17. 23 primarily that the race-based strategy of affirmative action be necessary in the sense that there are no truly race-neutral (i.e., neither facially or intentionally race-based) means available to achieve the compelling interest(s). If race-neutral means are available, race-based means cannot be utilized. For example, as explained above, it is possible to implement race-neutral means to promote the goal of remedying the lack of essential-service providers in society. A university could, for example, reserve admissions slots for students who pledge to practice in under-served communities after graduation." Because such race-neutral means are available, race-based affirmative action programs designed to achieve that goal are unlikely to pass strict scrutiny even if the goal is found to be compelling. However, it is more difficult to see how race-neutral means could effectively achieve the remaining goals of higher education presented above (assuming they are found to be compelling). For example, with regard to the goals of promoting teaching and learning and enhancing civic values among all students, the very point is to expose students to different racial perspectives and to promote racial understanding. It is unlikely that these goals could be fully achieved without promoting at least some level cf racial diversity.98 Furthermore, the evidence indicates that absent intentional efforts to promote the admission of certain minorities to selective universities, racial diversity at those institutions would be decimated Therefore, assuming that either of the goals of promoting teaching and learning or instilling civic values is found to be compelling, affirmative action in student admissions, properly designed, would likely be a narrowly tailored means of achieving that goal. 97 Even if the effect of such a program was to increase racial diversity, it would not be subject to strict scrutiny because it was not facially or intentionally race-based. See, e.g., Personnel Administrator of Mass. V. Feeney, 442 U.S. 256 (1979) (upholding a Massachusetts veterans' preference policy even though the legislature was fully aware that the policy would have a discriminatory effect on women). 98 Possible race-neutral means likely include incorporating multicultural ideas into the university curriculum and/or formalizing efforts to promote racial ethics. Therefore, universities may have to preser evidence that such race-neutral efforts are not likely to be effective in racially homogeneous (i.e., all white) environments. Furthermore, to the extent that such race-neutral means are likely to be even partially successful, the Court may look more favorably on the use of affirmative action if those race-neutral means are used in tandem with affirmative action. See Metro Broadcasting, Inc. V. FCC, 497 U.S. 547, 589-90, 590 n.3 (citir g with approval the FCC's prior and continued use of race-neutral means). 99 See, e.g., Slater, supra note at 57 ("[I]f admissions at [the nation's most prestigious universities] were made on the basis of grade point average and SAT scores, and without regard to race, perhaps 1 percent or 2 percent of all students accepted for admission to these schools would be black."); Wightman, supra note 93, at 19-27 (showing that minority admissions to ABA accredited law schools would decrease significantly if only ace-neutral criteria were used); Bowen, supra note 70, at 19 (finding that the use of exclusively race-blind criteria at selective universities would reduce black enrollment from approximately 8 percent to 2 percent). 24 E. Design of Race as "Plus" Factor Simply put, policy design is a detailed statement of the strategy. 100 In the case of affirmative action in university admissions, the legally required design is dictated by Justice Powell's decision in Bakke. In order for a university's affirmative action program to pass constitutional muster, it must avoid racial quotas and seek to promote a broad-based, individualistic notion of diversity in which race is "but a single though important element. ,,101 In other words, race may only be deemed a single "plus" factor in a particular candidate's file. Admissions programs that do not follow this design will not pass strict scrutiny. It is perhaps appropriate to inquire whether this design of affirmative action, where race is just one element of diversity among many, can truly result in a racially diverse student body, or whether this individualistic notion of diversity is a sham because race is really the predominant factor in student admissions. The evidence indicates that while race is only a factor in admissions at the most selective universities, it is a substantial factor at those institutions. According to a recent study, at those selective universities with average SAT scores in the top 20 percent of all four-year institutions, black and Hispanic applicants were found to be 8-10 percent more likely to be admitted than white students with similar qualifications. 102 "This differential was as large as that associated with having an A- average in high school rather than a B or having an SAT score of 1400 rather than 1000. However, for several reasons, this does not necessarily mean that Bakke "plus factor" design is a sham: First, the primary factor in admissions is always prior academic achievement (i.e., all students admitted, through affirmative action or otherwise, come from the pool of qualified candidates). 104 Second, it is clear that universities seek to promote diversity in student admissions based on multiple factors in addition to race (e.g., geographic diversity). 105 But many of these factors are likely well represented at all levels of highly qualified students. Therefore, a university may not have to take as substantial affirmative action to achieve diversity with regard to most of these characteristics. Third, universities do give substantial weight to other particularistic factors beyond race in student admissions. The most obvious example is alumni preferences, which the evidence indicates are more substantial then race-based 100 See Zelikow, supra note 5, at 166. 101 Bakke, 438 U.S. at 315 (opinion of Powell, J.). 102 Kane, supra note 72, at 8-9. 103 Id. 104 See, e.g., Bowen, supra note 70, at 10. 105 See, e.g., Citizens Commission on Civil Rights, The Resource: An Affirmative Action Gu de 9A (1996) (indicating that the University of California at Los Angeles (UCLA) considers not fewer than 17 factors in its admissions process). 25 preferences at selective universities. 106 Fourth, race is likely given substantial weight in admissions at selective universities when choosing among qualified applicants because, as I hope I have explained throughout this paper, racial diversity is an important resource for achieving the goals of higher education - - certainly much more important than diversity in children of alumni. III. Conclusion The above policy analysis indicates that there is likely a strong case to be made for affirmative action in university admissions designed to promote the objective of increasing racial diversity in the student body and to further the various goals of higher education that flow from it. Hov/ever, making the case for affirmative action in higher education will require an immediate, substantial commitment from the higher education community. For nearly 20 years, the higher education community has relied on Justice Powell's decision in Regents of the University of California V. Bakke as its sole justification for affirmative action in higher education. This reliance has bred complacency. The Fifth Circuit's decision in Hopwood V. Texas can be either a clarion call or a death knell. This paper has sought to serve as a first step in making the case for affirmative action in higher education by reconceptualizing the legal debate into a policy-oriented framework that clearly identifies the possible arguments in support of non-remedial affirmative action in higher education and highlights what needs to be done to make those arguments most effectively. Based on that analysis, I conclude that affirmative action programs designed to further the goals of enhancing civic values and promoting teaching and learning are most likely to pass strict scrutiny and that the weakest link in the chains of argument supporting those goals is likely the lack of substantial evidence indicating that promoting; racial diversity furthers those goals. The limited evidence that exists indicates that achieving racial diversity can promote teaching and learning and enhance civic values when coupled with efforts to promote constructive interactions among students of different racial groups. Therefore, in order to make the case for affirmative action in higher education, universities must increase their efforts to use the resource of acial diversity more effectively and to evaluate it more rigorously. 106 See, e.g., John Larew, Who's the Real Affirmative Action Profiteer?, in Debating Affirmative Action 247, 250 Nicolaus Mills ed., 1994) ("At most elite universities during the eighties, the legacy was by far the biggest piece of the preferential pie."). 26 An Overview of the Law Governing Non-Remedial Affirmative Action in Higher Education Scott R. Palmer May 1997 Preliminary Draft Please send comments to 5 Linnaean St., #45 Cambridge, MA 02138 or e-mail at [email protected] This paper is an abridged version of a chapter from a larger paper entitled Making the Case for Non-Remedial Affirmative Action in Higher Education: A Conceptual Framework for Assessing the Value of Diversity. I want to thank the following people who have provided me with invaluable assistance in the preparation of this paper and who I hope will continue to help me explore the ideas expressed within it: Derek Bok, Ron David, Christopher Edley, Laura Heymann, Tom Kane, Adina Kole, Gary Orfield, Stephanie Naso, Anne Piehl, and Julie Wilson. They deserve credit for all that is good in the paper and are blameless for all that is not. Finally, special thanks to Tom Loveless, Robert Post, and Judith Winston (and the U.S. Department of Education Office of General Counsel) without each of whom this paper would not have been possible. An Overview of the Law Governing Non-Remedial Affirmative Action in Higher Education I. Introduction The law governing affirmative action in higher education is at a crucial point in its development. Several recent decisions by the Supreme Court, most notably Adarand Constructors, Inc. V. Pena, evidence a clear trend toward the universal, rigid application of so-called strict scrutiny in evaluating all race-based policies and programs. Some legal commentators have argued that this trend may "sound the death knell" for affirmative action in higher education and especially for the non-remedial interest in promoting educational diversity.² Hopwood V. Texas, 3 in which the Fifth Circuit rejected educational diversity as a compelling interest and held unconstitutional the affirmative action admissions program at the University of Texas School of Law, is obviously a manifestation of that view. However, there is also a competing conception of the present state of affirmative action based on the notion, recently endorsed by a majority of the Court, that strict scrutiny is not "fatal in fact." That view is embodied in the recent, countervailing case of Wittmer V. Peters,' in which the Seventh Circuit upheld an affirmative action employment program for correctional officers at a "boot camp" in order to further the state's compelling interest in the "pacification and reformation" of youth offenders. Wittmer, though occurring outside the higher education context, provides a potentially powerful rebuttal to Hopwood and illustrates that the law governing affirmative action can best be understood as being unsettled. This brief paper provides an overview of the present legal standards relevant to affirmative action in higher education, focusing specifically on the diversity rationale, and contrasts the cases of Hopwood and Wittmer. II. Legal Background: Developing the Present Legal Standards In its broadest terms, the legal standard governing race-based affirmative action, both in the context of higher education and more generally, is likely settled, though its meaning remains unclear. 1 115 S. Ct. 2097 (1995). 2 E.g., Leland Ware, Tales From the Crypt: Does Strict Scrutiny Sound the Death Knell for Affirmative Action in Higher Education, 23 J.C. & U.L. 43, 44 (1996); Donald L. Beschle, "You've Got to Be Carefully Taught": Justifying Affirmative Action After Croson and Adarand, 74 N.C. L. Rev. 1141, 1180 (1996). 3 78 F.3d 932 (5th Cir. 1996), cert. denied, 116 S. Ct. 2581 (1996). 4 E.g., Adarand, 115 S. Ct. at 2117 ("[W]e wish to dispel the notion that strict scrutiny is 'strict in theory, but fatal in fact.' (quoting Fullilove V. Klutznick, 448 U.S. 448, 519 (1980) (Marshall, J., concurring in the judgment))); id. at 2136 (Ginsburg, J., dissenting, joined by Breyer, J.). 5 87 F.3d 916 (7th Cir. 1996), cert. denied, 65 USLW 3416 (1997). 1 Under the constitutional requirement of equal protection, race-based classifications are "inherently suspect. "Th[e] Court has 'consistently repudiated "[d]istinctions between citizens solely because of their ancestry" as being "odious to a free people whose institutions are founded upon the doctrine of equality. Race-based policies or programs will be upheld only where they pass so-called strict scrutiny. Strict scrutiny requires that a given affirmative action program (1) serve a compelling interest and (2) be narrowly tailored to achieve that interest. 8 The strict scrutiny standard now applies regardless of whether the given affirmative action program constitutes federal action challenged under the Fifth Amendment,⁹ state action challenged under the Fourteenth Amendment, 10 or private action challenged under Title VI, which prohibits discrimination by any actor receiving federal financial assistance, including most if not all private universities. 11 The standard governing private action challenged under Title VII, which prohibits discrimination in employment, is less clear, but analogous. 12 Furthermore, strict scrutiny applies regardless of whether the affirmative action program at issue seeks to achieve so-called invidious or benign goals (i.e., whether the program seeks to benefit the white majority or historically disadvantaged minorities). 13 6 Wygant V. Jackson Bd. of Educ., 476 U.S. 267, 273 (1986) (plurality opinion) (citing Regents of the University of California V. Bakke, 438 U.S. 265, 291 (1978)). 7 Id. (quoting Loving V. Virginia, 388 U.S. 1, 11 (1967) (quoting Hirabayashi V. United States, 320 U.S. 81, 100 (1943))). 8 E.g., Adarand, 115 S. Ct. at 2113. 9 See id. ("[W]e hold today that all racial classifications, imposed by whatever federal, state, or local governmental actor, must be analyzed by a reviewing court under strict scrutiny." (overruling Metro Broadcasting, Inc. V. FCC, 497 U.S. 547 (1990), on this point)). The Fifth Amendment states that "[n]o person shall be deprived of life, liberty, or property, without due process of law." The Due Process Clause has been held to embrace notions of equal protection. See, e.g., Bolling V. Sharpe, 347 U.S. 497 (1954). 10 E.g., Richmond V. J.A. Croson Co., 488 U.S., 469, 493-94 (1989) O'Connor, J., plurality opinion joined by Rehnquist, C.J., White, and Kennedy, JJ.): id. at 520 (Scalia, J., concurring). The Fourteenth Amendment mandates that "[n]o State shall deny to any person within its jurisdiction the equal protection of the laws." U.S. Const. amend. XIV, § 1. 11 Title VI of the Civil Rights Act of 1964 reads, "No person in the United States shall, on the grounds of race, color, or national origin, be excluded from participation in, be denied the benefits of, or be subjected to discrimination under any program or activity receiving Federal financial assistance." 42 U.S.C. § 2000d. The Supreme Court has held that Title VI is coextensive with the Fourteenth Amendment. United States V. Fordice, 505 U.S. 717, 732 n.7 (1992) (citing Bakke, 438 U.S. at 287, 328; Guardians Assn. V. Civil Service Comm'n of New York, 463 U.S. 582, 610-11, 612-13, 639-43 (1983)). 12 Title VII of the Civil Rights Act of 1964 reads, "It shall be an unlawful employment practice for an employer. to fail or refuse to hire or to discharge any individual, or otherwise to discriminate against any individual with respect to his compensation, terms, conditions, or privileges of employment, because of such individual's race, color, religion, sex, or national origin." 42 U.S.C. § 2000e-2. The Supreme Court has held that affirmative action is justified under Title VII where the given program is designed to "eliminate a manifest racial imbalance" in the work force (at least in "traditionally segregated job categories") and does not "unnecessarily trammel" the interests of non-minorities. See, e.g., United Steelworkers of America V. Weber, 443 U.S. 193, 208 (1979). 13 See. e.g., Adarand, 115 S. Ct. at 2111-14 ("[A]ny person, of whatever race, has the right to demand that any governmental actor subject to the Constitution justify any racial classification subjecting that person to unequal 2 "[T]he purpose of strict scrutiny is to 'smoke out' illegitimate uses of race by assuring that the legislative body is pursuing a goal important enough to warrant use of a highly suspect tool. The test also ensures that the means chosen 'fit' this compelling goal so closely that there is little or no possibility that the motive for the classification was illegitimate racial prejudice or stereotype." Thus, the strict scrutiny standard is meant to examine both the ends and the means: "In short, the compelling interest inquiry centers on 'ends' and asks why the government is classifying individuals on the basis of race or ethnicity; the narrow tailoring focuses on 'means' and asks how the government is seeking to meet the objective of the racial or ethnic classification. The Supreme Court's efforts to clearly define what interests are sufficiently compelling to justify race-based actions have been hampered by several conflicting principles. First, where race-based actions are necessary and appropriate (e.g., to remedy past discrimination), the Court likely wants to encourage institutions to take such actions on a voluntary basis. 16 However, the Court is also clearly concerned about endorsing race-based remedies that are insufficiently tied to specific acts or discrete goals, thereby promoting race-based actions that are "ageless in their reach into the past and timeless in their ability to treatment under the strictest judicial scrutiny."). The Court's decision to apply strict scrutiny to all racial classifications is grounded in the notion that the Fourteenth Amendment protects individual rights, not group rights. In other words, it protects each individual's right not to be judged according to his/her race except in exceptional circumstances. Id. at 2111 (quoting Bakke, 438 U.S. at 299 (opinion of Powell, J.) (citing Shelley V. Kraemer, 334 U.S. 1 (1948))). Furthermore, according to the Court, the very purpose of strict scrutiny is to distinguish the benign from the invidious justifications for race-based actions. "Absent searching judicial inquiry into the justification for such race-based measures, there is simply no way of determining what classifications are 'benign' or 'remedial' and what classifications are in fact motivated by illegitimate notions of racial inferiority or simple racial politics." Id. at 2112. Nonetheless, powerful counter-arguments can be made to the Court's decision to extend strict scrutiny to so-called benign race-based programs. As Justice Stevens argued in dissent in Adarand: The Court's concept of "consistency" assumes that there is no significant difference between a decision by the majority to impose a special burden on the members of a minority race and a decision by the majority to provide a benefit to certain members of that minority notwithstanding its incidental burden on some members of the majority. In my opinion that assumption is untenable. There is no moral or constitutional equivalence between a policy that is designed to perpetuate a caste system and one that is designed to eradicate racial subordination. Invidious discrimination is an engine of oppression, subjugating a disfavored group to enhance or maintain the power of the majority. Remedial race-based preferences reflect the opposite impulse: a desire to foster equality in society The consistency that the Court espouses would disregard the difference between a "No Trespassing" sign and a welcome mat. Id. at 2120-21 (Stevens, J., dissenting). 14 Id. at 2112 (quoting Croson, 488 U.S. at 493). 15 Memorandum to General Counsels from Walter Dellinger, Assistant Attorney General, U.S. Dep't of Justice 10 (June 28, 1995). 16 See, e.g., Wygant, 476 U.S. at 290 O'Connor, J., concurring) (noting the Court's and Congress's "consistent emphasis on 'the value of voluntary efforts to further objectives of the law") (quoting Bakke, 438 U.S. at 364 (opinion of Brennan, J.)). 3 affect the future. Second, in order to decrease the role of race in society, the Court likely wants to promote an individualistic notion of society rather than a pluralistic one. 18 However, the reality is that individuals define themselves, and are in turn defined, in part by their group affiliations. Man is, after all, a social animal. The Court has reacted to these competing pressures, in part, by requiring a "strong basis in evidence" for the belief that a voluntary affirmative action program is warranted. 19 In the context of higher education, and more generally, the Supreme Court has to date found only two interests sufficiently compelling to justify voluntary, race-based affirmative actions: (1) remedying the present effects of past discrimination² and (2) realizing the educational benefits that flow from a racially diverse student body. 21 Each of these interests are discussed in greater detail below. Furthermore, the Court has expressly rejected several interests as not sufficiently compelling to justify race-based actions: First, the Court has repeatedly held that the interest in remedying so-called societal discrimination is insufficient to justify affirmative action by any entity except perhaps the federal government: "[A]s the basis for imposing discriminatory legal remedies that work against innocent people, societal discrimination is insufficient and overexpansive. ,,22 Second, the Court, or at least Justice Powell, has held that the interest in increasing the number of minorities in a given profession is insufficient to justify affirmative action by a university. 23 Justice Powell's analysis of this interest, however, was cursory. He seemed to view this goal as equivalent to valuing race for race's sake. Third, the Court, or at least Justice Powell, has held that the interest in increasing the number of professionals practicing in under-served communities is insufficient to justify affirmative action by a university. 24 However, Justice Powell based his holding primarily on the absence of any evidence indicating that the program at issue was either necessary or designed to promote that goal. Fourth, the Court has held that the interest in providing "role models" for minority students is insufficient to justify affirmative action in faculty hiring.25 The Court seemed to equate this goal with the 17 Croson, 488 U.S. at 498. 18 See. e.g., Adarand, 115 S. Ct. at 2111 (indicating that the Fourteenth Amendment protects each individual regardless of, not because of, his/her membership in a particular group). 19 See, e.g., Wygant, 476 U.S. at 277-78; Croson, 488 U.S. at 500. 20 See, e.g., Wygant, 476 U.S. at 286 D'Connor, J., concurring). 21 See Bakke, 438 U.S. at 311-15 (opinion of Powell, J.) But see Hopwood V. Texas, 78 F.3d 932 (5th Cir. 1996), cert. denied, 116 S. Ct. 2581 (1996) (rejecting the idea that Justice Powell's statement concerning educational diversity constituted a holding of the Court). 22 Wygant, 476 U.S. at 276. The Court in Adarand remanded the question of whether the interest in remedying general societal discrimination is a sufficiently compelling interest to justify affirmative action by the federal government when acting under section 5 of the Fourteenth Amendment. Adarand, 115 S. Ct. at 2118. 23 Bakke, 438 U.S. at 306-07 (opinion of Powell, J.). 24 Id. at 310-11. 25 Wygant, 476 U.S. at 274-76 (plurality opinion). 4 goal of alleviating general societal discrimination, and the interest in promoting educational diversity was expressly distinguished. 26 Finally, assuming that a given affirmative action program is found to serve a compelling interest, the Court has identified several factors to be considered in determining whether the program is narrowly tailored to achieve that interest: As it has been applied by the courts, the factors that typically make up the "narrow tailoring" test are as follows: [1] whether the government considered race-neutral alternatives before resorting to race-conscious action; [2] the scope of the affirmative action program and whether there is a waiver mechanism that facilitates the narrowing of the program's scope; [3] the manner in which [it] is used, that is, whether race is a factor in determining eligibility for a program or whether race is just one factor in the decisionmaking process; [4] the comparison of any numerical target to the number of qualified minorities in the relevant sector or industry; [5] the duration of the program and whether it is subject to periodic review; and [6] the degree and type of burden caused by the program. [T]hree general points about the narrow tailoring test deserve mention. First, it is probably not the case that an affirmative action measure has to satisfy every factor. A strong showing with respect to most of the factors may compensate for a weaker showing with respect to others. Second, all of the factors are not relevant in every case. The factors may play out differently where a program is non-remedial. Third, the narrow tailoring test should not necessarily be viewed in isolation from the compelling interest test. To be sure, the inquiries are distinct: as indicated above, the compelling interest inquiry focuses on the ends of an affirmative action measure, whereas the narrow tailoring inquiry focuses on the means. However, as a practical matter, there may be interplay between the two.²⁷ A. Remedial Interest in Overcoming the Present Effects of Past Discrimination A solid majority of the Supreme Court agrees that the remedial interest in overcoming the present effects of past discrimination is a sufficiently compelling interest to support race-based affirmative action. 28 The real debate here is over the scope of this interest. What "past discrimination" is sufficient to justify affirmative action? What "present effects" are sufficient? What evidentiary link must be 26 Id. at 289 n.* (O'Connor, J., concurring). 27 Memorandum to General Counsels from Walter Dellinger, supra note 15, at 19-20. See also United States V. Paradise, 480 U.S. 149, 171 (1987) (plurality opinion); id. at 187 (Powell, J., concurring). 28 See, e.g., Wygant, 476 U.S. at 286 (O'Connor, J., concurring ("The Court is in agreement that, whatever the formulation employed, remedying past or present racial discrimination by a state actor is a sufficiently weighty interest to warrant the remedial use of a carefully constructed affirmative action program."). All of the justices would undoubtedly agree that where present, intentional discrimination has been established, some form of prospective remedy is appropriate. But they differ in the extent to which they approve of group-based remedies to correct for past injustices against other members of the group. Nonetheless, only Justice Scalia and perhaps Justice Thomas have "adopted anything that approaches a blanket prohibition on race-conscious remedies." Memorandum to General Counsels from Walter Dellinger, supra note 15, at 6. 5 established between the "past discrimination" and the "present effects"? In examining these questions in the context of higher education, it is useful to distinguish between when a university must take affirmative action to overcome the present effects of past discrimination and when it may take such action. 1. When Universities Must Take Affirmative Action to Remedy Prior Discrimination The Supreme Court in United States V. Fordice²⁹ defined what remedial actions states are required to take to dismantle their prior de jure segregated systems of higher education. Fordice involved a challenge to Mississippi's university system under the Fourteenth Amendment and Title VI alleging that the state had failed to take the required steps to dismantle its prior de jure segregated system. Mississippi adopted facially race-neutral university admissions policies in the 1960s, but by the mid-1980s, Mississippi's university system remained racially segregated.³⁰ The Court in Fordice held: [A] State does not discharge its constitutional obligations until it eradicates policies and practices traceable to its prior de jure dual system that continue to foster segregation. If policies traceable to the de jure system are still in force and have discriminatory effects, those policies too must be reformed to the extent practicable and consistent with sound educational practices. "31 Fordice thus requires states to do more to desegregate their universities than simply adopt facially race- neutral admissions policies. Rather, states must at a minimum seek to establish effective neutrality. 32 29 505 U.S. 717 (1992). 30 Id. at 724-25. 31 Id. at 728-29 (holding several policies of Mississippi's university system "constitutionally suspect" under this standard). 32 Prior to Fordice. the Court held, with regard to primary and secondary schools, that "separate educational facilities are inherently unequal." Brown V. Bd. of Educ., 347 U.S. 483, 495 (1954) (emphasis added). States that had been operating de jure segregated systems of primary and secondary education at the time of Brown had an affirmative obligation to cure the effects of that prior segregation. See, e.g., Green V. New Kent County School Bd., 391 U.S. 430, 437-38 (1968) ("School boards operating state-compelled dual systems [at the time of Brown] were clearly charged with the affirmative duty to take whatever steps might be necessary to convert to a unitary system in which racial discrimination would be eliminated root and branch"). However, in Bazemore V. Friday, 478 U.S. 385 (1986), the Court held, with regard to state-funded and -operated clubs that had been de jure segregated, that states had an obligation only to adopt facially race-neutral membership policies. Thus, the question in Fordice was, in effect, whether college and universities were more like primary and secondary schools or like voluntary clubs. One way to understand the decision in Fordice is that the Court adopted a middle-ground. Fordice in effect creates a presumption that any university practice emanating from the de jure segregated era and continuing to have discriminatory effects is viewed as intentional discrimination and thus subject to strict scrutiny. This reading of Fordice is perhaps modest because it is not that different from other cases that have held that the intent to discriminate is judged from the time at which the law or policy at issue, was originally adopted. See, e.g., Hunter V. Underwood, 471 U.S. 222 (1985) (holding unconstitutional a provision of the Alabama Constitution of 1901, which disenfranchised persons convicted of crimes of moral turpitude, based on general evidence that the provision was originally enacted for a discriminatory purpose). 6 But the precise meaning of the Court's holding in Fordice is somewhat unclear, and key questions remain unanswered: First, what remedies are appropriate under Fordice? Clearly a state must eliminate offending policies and practices traceable to the de jure era, but may a state opt to counter the effects of such policies and practices where their elimination is not feasible by adopting affirmative action programs? Justice O'Connor suggested in her concurrence in Fordice that states can and may be required to take such affirmative actions: "Only by eliminating a remnant that unnecessarily continues to foster segregation or by negating as possible its segregative effects can the State satisfy its constitutional obligation to dismantle the discriminatory system that should, by now, be only a distant memory. ,,33 Second, Fordice defines what actions are required by states, but what actions, if any, are states and/or universities permitted to take voluntarily? Can they go farther than Fordice mandates? What do they have to demonstrate to be allowed to do so? 2. When Universities May Take Affirmative Action to Remedy Prior Discrimination The legal standard governing what affirmative actions a university may take voluntarily to remedy the present effects of past discrimination and when it may do so is somewhat unclear. However, three general principles can perhaps be gleaned from the Supreme Court cases of Wygant v. Jackson Board of Education, 34 which concerned the use of affirmative action in faculty employment, and Richmond V. J.A. Croson Co., 35 which concerned the use of affirmative action in government contracting: First, a university cannot (nor can any other actor except perhaps the federal government) take affirmative action to remedy the effects of general societal discrimination. Second, a university can take affirmative action to remedy the present effects of its own past discrimination if it has a "strong basis in evidence" for the belief that such action is warranted. Third, there is some limited support in the Court's holdings for the proposition that a university can take affirmative action to remedy prior discrimination by some other actor(s) to avoid serving as a "passive participant" in a pattern of discrimination. In Wygant, the Court held unconstitutional under the Fourteenth Amendment a collective bargaining agreement between the Jackson Board of Education and the Jackson Education Association (a teachers' union) that gave special protection to minority teachers against layoffs in order to "remedy 33 Fordice, 505 U.S. at 744-45 'Connor, J., concurring) (emphasis added). See also Southern Education Foundation, Redeeming the American Promise, 15-16 (1995). 34 476 U.S. 267 (1986) 35 488 U.S. 469 (1989) 7 societal discrimination by providing 'role models' for minority schoolchildren."36 In a plurality opinion, the Court soundly rejected the idea that the interest in overcoming societal discrimination was sufficiently compelling to support affirmative action, and strongly suggested that only an actor's interest in overcoming its own prior discrimination could constitutionally support such race-based action. 37 Furthermore, the Court held that an actor implementing affirmative action to overcome the present effects of its own past discrimination must have "a strong basis in evidence for its conclusion that remedial action was necessary. That is, it must have sufficient evidence to justify the conclusion that there has been prior discrimination ,,38 The Jackson Board did not have sufficient evidence of such prior discrimination 39 Finally, a plurality held that the affirmative action plan at issue was not narrowly tailored, in any case, because layoffs were too great a price for non-minorities to bear. 40 In her concurring opinion, Justice O'Connor clarified the Court's holding by expressly stating that an actor's remedial purpose "need not be accompanied by contemporaneous findings of actual discrimination to be accepted as legitimate as long as the public actor has a firm basis for believing that remedial action is required." For example, a firm evidentiary basis to support affirmative action in employment could be established by a racial imbalance in the appropriate labor pools sufficient to support a prima facie case under Title VII.⁴² Three years later, in Croson, Justice O'Connor authored the part-majority, part-plurality opinion holding unconstitutional under the Fourteenth Amendment the Richmond City Council's Minority Business Utilization Plan, which required a 30 percent minority set-aside for all city-awarded construction contracts in order to remedy past discrimination in the construction industry.43 Speaking for a majority of the Court, Justice O'Connor again rejected the idea that responding to a general claim of societal discrimination 36 Wygant, 476 U.S. at 269-84 (plurality opinion). 37 Id. at 274 ("This Court never has held that societal discrimination alone is sufficient to justify a racial classification. Rather, the Court has insisted upon some showing of prior discrimination by the governmental unit involved before allowing limited use of racial classifications in order to remedy such discrimination."). 38 Id. at 277. 39 Id. at 272. 40 Id. at 283 ("While hiring goals impose a diffuse burden, often foreclosing only one of several opportunities, layoffs impose the entire burden of achieving racial equality on particular individuals, often resulting in serious disruption of their lives. That burden is too intrusive."). 41 Id. at 286 (O'Connor, J., concurring). 42 Id. at 292. This requires showing a statistical imbalance between the percentage of minorities employed at a given institution or on a given project and the percentage of qualified minorities in the labor pool. It is yet unclear how this form of evidence would operate in the case of affirmative action in university admissions. It is perhaps possible that a university could define minimum requirements for qualified applicants and then argue that the use of race-blind criteria to distinguish among students within that qualified pool would result in a statistical imbalance in minority representation in the class admitted. Therefore, affirmative action would be justified. This possibility should be explored, but it is beyond the scope of this brief paper. 43 Croson, 488 U.S. at 476-511. 8 (meaning in this case discrimination within the construction industry) was a sufficiently compelling interest to justify affirmative action. Rather, the Court held that the city of Richmond must have had "a substantial basis in evidence for its conclusion that remedial action was necessary," which again could include evidence of a statistical disparity between the appropriate labor pools sufficient to establish a prima facie case under Title VII.⁴⁴ The City Council did not have such evidence in this case.⁴⁵ Furthermore, the Court held that the city's plan was not narrowly tailored because there had been no consideration of available race-neutral means and because the 30 percent set-aside was not tied to any goal "except perhaps outright racial balancing. "46 Finally, speaking for a plurality, Justice Connor clarified that that the Richmond City Council was not restricted to remedying its own prior discrimination but could, given the proper basis in evidence indicating that such action was necessary, also act to eliminate private discrimination within its jurisdiction. 47 Wygant and Croson arguably left some important room for the adoption of voluntary affirmative action programs designed to remedy the present effects of past discrimination, at least by institutions that had previously been de jure segregated. However, two lower federal courts applying these holdings in the context of higher education have applied them rigidly and expansively, and have thus greatly restricted remedial affirmative action programs at universities in those circuits. First, in Podberesky V. Kirwan, 48 the Fourth Circuit held unconstitutional the University of Maryland at College Park's Banneker scholarship program, a merit scholarship program open only to African-American students. The University of Maryland defended the Banneker program as necessary to remedy the present effects of its own past discrimination. Because the University of Maryland had previously been de jure segregated and was still under a U.S. Department of Education, Office of Civil Rights mandate to desegregate, establishing prior discrimination was not an issue.49 Furthermore, the University offered proof that "four present effects of past discrimination exist at the University: (1) The University has a poor reputation within the African-American community; (2) African-Americans are underrepresented in the student population; (3) African-American students who enroll at the University 44 Id. at 500-02. 45 Id. at 498-506. 46 Id. at 507-08. 47 Id. at 491-92 (plurality opinion) ("[A] state or local subdivision (if delegated the authority from the State) has the authority to eradicate the effects of private discrimination within its own legislative jurisdiction Thus, if the city could show that it had essentially become a "passive participant" in a system of racial exclusion practiced by elements of the local construction industry, we think it clear that the city could take affirmative steps to dismantle such a system."). 48 38 F.3d 147 (4th Cir. 1994), cert. denied, 115 S. Ct. 2001 (1995). 49 See id. at 152. 9 have low retention and graduation rates; and (4) the atmosphere on campus is perceived as being hostile to African-American students ,,50 However, the Fourth Circuit held that the evidence presented by the University of Maryland was not sufficient under Wygant and Croson. According to the court, in order to sustain a remedial affirmative action program, the university was required to show not only proof of prior discrimination and present effects, but also proof that the present effects were caused by the prior discrimination and that the present effects were sufficient to justify the affirmative action program at issue. 51 The Fourth Circuit held that the University of Maryland was unable to establish these evidentiary links and thus rejected the University of Maryland's race-based scholarship program. Second, in Hopwood v. Texas, 52 the Fifth Circuit Court of Appeals held unconstitutional the affirmative action admissions program at the University of Texas School of Law. The law school defended its affirmative action admissions program based in part on the need to remedy the present effects of past discrimination. Like the University of Maryland, the University of Texas School of Law had previously been de jure segregated, and the Texas university system was arguably still under a U.S. Department of Education, Office of Civil Rights mandate to desegregate.⁵³ However, the law school sought to justify its affirmative action admissions program based not only on its own discrimination but also on the prior discrimination perpetrated by Texas's primary and secondary school systems and by the University of Texas System as a whole. 54 The law school's reasoning was likely that it is merely a part of the overall system of education administered by the state of Texas, and by permitting affirmative action at the law school, the state was merely acting to remedy discrimination in one part of its education system that had discriminatory effects in another. 55 Alternatively, the law school's reasoning could perhaps be viewed as analogous to Justice O'Connor's statement in Croson that a state actor (in this case, the law school) should not be required to serve as a "passive participant" perpetuating a system of racial exclusion. 56 Regardless, the Fifth Circuit rejected these arguments, reading Wygant and Croson as requiring the University of Texas School of Law to justify its affirmative action admissions program based solely on its own prior 50 See id. 51 Id. at 153-54 ("To have a present effect of past discrimination sufficient to justify the program, the party seeking to implement the program must, at a minimum, prove that the effect it proffers is caused by the past discrimination and that the effect is of sufficient magnitude to justify the program.") 52 78 F.3d 932 (5th Cir. 1996), cert. denied, 116 S. Ct. 2581 (1996). 53 See Letter from Dan Morales, Attorney General, State of Texas, to William P. Hobby, Chancellor, University of Houston System 25 (Feb. 5 1997) (describing the complex history of the Office of Civil Rights's relations with Texas's university system). 54 Hopwood, 78 F.3d at 948. 55 Id. at 953-54. 56 See Croson, 488 U.S. at 491-492 (O'Connor, J., concurring). 10 discrimination. Applying the standard established by the Fourth Circuit in Podberesky, the Fifth Circuit held that the law school had failed to do so: The court held that the present effects the law school identified, which were nearly identical to those identified by the University of Maryland in Podberesky, were not sufficiently linked to its own past discrimination and could not serve to justify the affirmative action admissions program at issue.⁵⁸ The standard established in Podberesky and applied again in Hopwood expands on Wygant and Croson and has not yet been endorsed by the Supreme Court. If Podberesky and Hopwood become the law of the land, it is unclear how any university can provide sufficient evidence to support affirmative action to overcome the present effects of past discrimination. Perhaps the only clearly established method to prove a link between past discrimination and present effects in the context of higher education admissions is by showing a policy or practice emanating from the de jure era that continues to have discriminatory effects, in which case the university is required to take remedial action under United States V. Fordice.⁶⁰ In this sense, Podberesky and Hopwood may mean that there are now only two classes of remedial affirmative action programs at universities in the Fourth and Fifth Circuits -- those that are required under Fordice and those that are not allowed under Podberesky or Hopwood.6¹ This possibility puts great pressure on the diversity rationale for affirmative action in higher education. 57 Id. at 948-52. According to the court, "Even if, arguendo, the state is the proper government unit to scrutinize, the law school's admissions program would not withstand our review. For the admissions scheme to pass constitutional muster, the State of Texas, through its legislature, would have to find that past segregation has present effects; it would have to determine the magnitude of those present effects; and it would need to limit carefully the 'plus' given to applicants to remedy that harm." Id. at 951. 58 Id. at 952-55. The "present effects" identified by the University of Texas School of Law included "[1] the law school's lingering reputation in the minority community, particularly with prospective students, as a 'white' school; [2] an underrepresentation of minorities in the student body; and [3] some perception that the law school is a hostile environment for minorities." Id. at 952 (quoting Hopwood V. Texas, 881 F. Supp. 551, 572 (W.D. Tex. 1994)). 59 See, e.g., Tanya Y. Murphy, An Argument for Diversity Based Affirmative Action in Higher Education, 95 Ann. Surv. Am. L. 515, (1995) ("This strict standard of review and the seemingly impossible factual basis necessary to satisfy this heightened scrutiny imply that remedial action in higher education is no longer a valid justification for affirmative action."). 60 See supra text at notes 29-32. Ironically, the Fifth Circuit in Hopwood may have inadvertently identified one such link when it suggested that the University of Texas School of Law could continue to grant a preference in admissions to candidates who are relatives of alumni. See Hopwood, 78 F.3d at 946. The law school has likely had an alumni preference policy since the time it was de jure segregated. Furthermore, because the law school was de jure segregated in the past, it obviously has a greater percentage of white alumni than minority alumni. Therefore, the alumni preference policy likely has a discriminatory effect. "Thus, if the law school adopted an admissions policy that employed only those factors that the court approved [in Hopwood], past racial discrimination by the law school itself would create a present disadvantage on the basis of alumni relations. By focusing on the use of racial classifications, the court overlooked this effect." Recent Case, Hopwood V. Texas, 110 Harv. L. Rev. 775, 780 (1997). 61 This possibility does not necessarily sound the death knell for remedial affirmative action in higher education, at least not at prior de jure segregated institutions, because it can be argued that the Fifth Circuit in Hopwood did not 11 B. Non-remedial Interest in Realizing the Educational Benefits that Flow From Diversity Unlike the remedial interest in overcoming the present effects of past discrimination, the non- remedial interest in promoting educational diversity seeks to justify affirmative action not as a remedy to make up for past discrimination against a certain group, but as a necessary tool to promote the educational development of all students for the future benefit of society as a whole. Leaders in higher education have long believed that diversity within a university's student body, including, more recently, racial diversity, is a vital tool for providing students with a complete educational experience.⁶² The Supreme Court, too, has long recognized the value of educational diversity. 63 In Regents of the University of California V. Bakke, 64 Justice Powell, in an opinion that came to be known as the opinion of the Court, held that securing the educational benefits that flow from diversity in higher education is a compelling interest that can constitutionally support race-based actions. 65 Bakke involved a challenge under the Fourteenth Amendment and Title VI to the affirmative action admissions program at the University of California at Davis Medical School. The Davis admissions program reserved each year sixteen places in its 100-student entering class for minority students. These sixteen places in the entering class were filled through a special admissions process operated in coordination with the regular admissions process. The Davis admissions program was challenged by Allan Bakke, a white male who apply the Fordice standard correctly or completely. For example, the court in Hopwood presumed that there was no way that the present underrepresentation of minorities at the University of Texas School of Law could be attributed to prior discrimination by the law school itself, as opposed to being attributed to prior discrimination by the state of Texas in its primary and secondary schools or its university system, which the court held the law school was not permitted to remedy through affirmative action. However, if the law school uses such variables as LSAT scores in its admissions decisions, which undoubtedly have a discriminatory effect on minority students, and if that practice dates back to the de jure segregated era, then that practice may be sufficient under Fordice to link the law school's prior discrimination to the present underrepresentation of minority students. Therefore, the law school would perhaps be required, or in this case, permitted, to eliminate that practice if consistent with "sound educational practices" or to "negat[e] as possible its segregative effects" through affirmative action. An analogous holding was made recently by the Fifth Circuit in Ayers V. Fordice, 95-60431 (5th Cir. Apr. 23, 1997), in which the court found that Mississippi's predominantly white universities could not continue to award scholarships based on minimum ACT cutoff scores because that practice dated back to the de jure segregated era and continued to have discriminatory effects. The court recognized that the use of ACT scores to award scholarships may be perfectly appropriate outside of Mississippi, but it cannot, given the Supreme Court's holding in Fordice, continue in Mississippi nonetheless. 62 See, e.g., Neil Rudenstine, President, Harvard University, Report to the Harvard University Board of Overseers, 1993-1995, 1 (Jan. 1996) ("[S]tudent diversity has, for more than a century, been valued for its capacity to contribute powerfully to the process of learning and to the creation of an effective educational environment. It has also been seen as vital to the education of citizens -- and the development of leaders -- in heterogeneous democratic societies such as our own."). 63 See Sweatt V. Painter, 339 U.S. 629 (1950) (recognizing, ironically, the value of student diversity at the University of Texas Law School). 64 438 U.S. 265 (1978). 65 See id. at 312-15 (opinion of Powell, J.). 12 was rejected from Davis Medical School two consecutive years under the regular admissions process despite having grades and test scores substantially above the average of those students admitted under the special admissions program. 66 In a fractured opinion, four justices in Bakke held that Title VI was coextensive with the Fourteenth Amendment and that the Davis admissions program was constitutional in all respects; four different justices held that the case was governed exclusively by Title VI, that Title VI prohibited all considerations of race in the administration of programs receiving federal funds, and that the Davis admissions program was therefore unlawful. 68 Announcing the judgment of the Court, Justice Powell as the swing vote, joined the former four justices in holding that the Fourteenth Amendment and Title VI were coextensive and that the medical school was not fully prohibited from considering race in its admissions process. However, Justice Powell joined the latter four justices in declaring the Davis admissions program unconstitutional because it was not narrowly tailored to promote its sole compelling interest, as Justice Powell saw it, of promoting educational diversity.⁶⁹ According to Justice Powell, the Davis Medical School's interest in promoting educational diversity was sufficiently compelling to support affirmative action in student admissions. 70 "The atmosphere of "speculation, experiment and creation' -- so essential to the quality of higher education -- is," he wrote, "widely believed to be promoted by a diverse student body.""¹ Justice Powell found the medical school's interest in educational diversity to be supported not just by leaders in higher education, but by the First Amendment interest in academic freedom, which protects the authority of universities to make their own educational judgments concerning "who may teach, what may be taught, how it shall be taught, and who may be admitted to study. However, according to Justice Powell, the type of educational diversity that constituted a compelling interest was not pluralistic diversity of certain racial groups, but more individualistic diversity in which race is "but a single though important element. ,,,73 "Ethnic diversity is only one element in a range of factors a university properly may consider in attaining the goal of a heterogeneous student 66 See id. at 272-78. 67 See id. at 324-79 (Brennan, J., concurring in part and dissenting in part, joined by White, Marshall, & Blackmun, JJ.). 68 See id. at 408-21 (Stevens, J., concurring in part and dissenting in part, joined by Burger, C.J., and Rehnquist & Stewart, JJ.). 69 See id. at 271-72 (opinion of Powell, J.). 70 Id. at 311-12. 71 Id at 312. 72 Id. at 312-13 (quoting Sweezy V. New Hampshire, 354 U.S. 234, 263 (1957) (Frankfurter, J., concurring in the result)). 73 Id. at 315. 13 ,,74 body. Therefore, a narrowly tailored affirmative action program designed to promote educational diversity would not rely on rigid racial quotas or separate admissions processes, but would treat race as only a single "plus" factor in its regular admissions process. 75 As a result of Justice Powell's opinion in Bakke, public and private universities across the country have for the last two decades adopted this diversity rationale as their primary justification for affirmative action programs in student admissions. 76 However, given the fractured holding of the Court in Bakke and the absence of additional guidance from the Court, the status of Bakkean diversity has remained in some doubt.⁷⁷ Twelve years after Bakke, in Metro Broadcasting, Inc. V. FCC,⁷⁸ the Court dramatically expanded the scope of the diversity rationale by applying it outside the formal education context. In Metro, the Court upheld under a Fifth Amendment challenge two minority preference policies adopted by the Federal Communications Commission (FCC), as authorized by Congress, which sought to increase minority ownership of radio and television stations in order to increase broadcast diversity. Central to the Court's holding was its conclusion that because these were federal affirmative action programs authorized by Congress, which was owed special deference by the Court as a co-equal branch with special powers under Section 5 of the Fourteenth Amendment, they were subject only to intermediate scrutiny. 79 The Court held that "the interest in enhancing broadcast diversity is, at very least, an important governmental objective and is therefore a sufficient basis for the Commission's minority ownership policies. ,,80 In reaching this 74 Id. at 314. 75 See id. at 316-18. 76 See. e.g., Murphy, supra note 59, at 77 Prior to Hopwood V. Texas, discussed infra at text accompanying notes 87-100, the only federal case to address Bakke's diversity rationale in the higher education context was Davis V. Halpern, 768 F. Supp. 968 (E.D.N.Y. 1991). Davis involved a challenge by a white male plaintiff to the affirmative action admissions program at the City University of New York Law School at Queens College. Id. at 970. Ruling on defendant's motion for summary judgment, the federal district court held, based on Bakke, that educational diversity was a compelling interest that could constitutionally support race-based affirmative action. Id. at 975. However, the court nonetheless refused to grant summary judgment to the university because evidence indicated that its affirmative action admissions program was intended not only to promote diversity, but to achieve other "impermissible" ends that fell under the rubric of overcoming the effects of general societal discrimination. Id. at 980-83. Thus, Davis stands for the important proposition that a university that seeks through student admissions to promote both educational diversity and remedial interests will be forced to justify its program under both standards. See Gabriel J. Chin, Bakke to the Wall: The Crisis of Bakkean Diversity, 4 Wm. & Mary Bill Rts. J. 881, 905-06 (1996). 78 497 U.S. 547 (1990), overruled, in part, by Adarand V. Pena, 115 S. Ct. 2097 (1995). 79 See Metro, 497 U.S. at 563-65 ("We hold that benign race-conscious measures mandated by Congress -- even if those measures are not 'remedial' in the sense of being designed to compensate victims of past governmental or societal discrimination -- are constitutionally permissible to the extent that they serve important governmental objectives within the power of Congress and are substantially related to achievement of those objectives."). 80 Id. at 567-68. 14 holding, the Court gave great weight to the host of evidence, including empirical evidence, linking the promotion of minority owners in the broadcast industry to an increase in broadcast diversity.⁸¹ However, in a vigorous dissent, Justice O'Connor, joined by Chief Justice Rehnquist and Justices Scalia and Kennedy, strongly objected to the application of intermediate rather than strict scrutiny to the FCC's affirmative action programs. 82 Furthermore, Justice O'Connor argued that the interest in promoting broadcast diversity was not sufficiently compelling to justify race-based affirmative action, and, although Bakke's educational diversity was never expressly mentioned in the dissent, Justice O'Connor suggested repeatedly that only the remedial interest in overcoming the present effects of past discrimination could ever be considered so compelling.* Finally, just five years later in Adarand Constructors, Inc. v. Pena,⁸⁴ Justice O'Connor, this time writing for the Court, held that all race-based affirmative action programs, whether adopted by a federal, state, or local government actor, were subject to strict scrutiny, and overruled Metro on this point. Adarand involved a challenge to "the Federal Government's practice of giving general contractors on government projects a financial incentive to hire 'socially and economically disadvantaged individuals,' and in particular the Government's use of race-based presumptions in identifying such individuals. The Court did not reach the merits, but remanded for reconsideration under the strict scrutiny standard. This constitutes the present state of the Supreme Court's jurisprudence concerning race-based affirmative action programs. The implications of Adarand for the diversity rationale are troubling, but uncertain at best. Adarand overruled Metro, but only on the standard to be applied in evaluating federal affirmative action programs, and not on the merits. Furthermore, Adarand made no reference to Bakke as far as educational diversity is concerned. Most importantly, perhaps, there are several key distinctions between the broadcast diversity at issue in Metro and the educational diversity endorsed in Bakke, including the unique role of education in society, the special First Amendment protections of academic freedom operating in the higher education context, the emphasis placed on individualistic diversity in Bakke versus the largely pluralistic diversity at issue in Metro, the direct interactions among students in a university 81 Id. at 580-83. But see id. at 602 (O'Connor, J., dissenting) ("Social scientists may debate how peoples' thoughts and behaviors reflect their background, but the Constitution provides that the Government may not allocate benefits and burdens among individuals based on the assumption that race or ethnicity determines how they act or think.") 82 Id. at 603-10 (O'Connor, J., dissenting). 83 E.g., id. at 612 ("Modern equal protection doctrine has recognized only one [compelling] interest: remedying the effects of racial discrimination."). 84 115 S. Ct. 2097 (1995). 85 Id. at 2101. 15 environment versus the attenuated interactions between owners of broadcast stations and the public, and the fact that Justice Powell upheld educational diversity under strict scrutiny in Bakke. 86 Nonetheless, the Fifth Circuit in Hopwood V. Texas⁸⁷ implicitly recognized that the dissenters in Metro had become the majority in Adarand. In a burst of judicial activism, "tenuously stringing together pieces and shards of recent Supreme Court opinions,"88 a divided court in Hopwood rejected educational diversity as a compelling interest that can constitutionally justify affirmative action in higher education. III. Hopwood V. Texas and Its Rejection of the Diversity Rationale In Hopwood v. Texas, as discussed above, the Fifth Circuit held unconstitutional the affirmative action admissions program at the University of Texas School of Law. The law school's admissions system was largely a bifurcated system in which African- and Mexican-American applicants were evaluated separately from other applicants based on reduced admissions standards. The law school defended its affirmative action admissions program based in part on Bakke's diversity rationale. It was clear that the law school's admissions program did not meet the narrowly tailored requirements laid out in Bakke; rather than promoting individualistic diversity in which race was "a single though important element," the law school was basically administering a separate admissions process for minority students. Nonetheless, a majority of the court eschewed this more narrow ground for holding the law school's admissions program unconstitutional and set out, in effect, to "overrule" Bakke by rejecting educational diversity as a compelling interest.⁹⁰ The Fifth Circuit's rejection of the diversity rationale in Hopwood proceeded in three stages: First, the court held that Justice Powell's decision in Bakke had never been the law and, therefore, was not binding precedent. According to the Fifth Circuit, "Justice Powell's argument in Bakke garnered only his vote and has never represented the view of the majority of the Court in Bakke or any other case. ,,91 Second, the court held that recent Supreme Court precedent indicated that the only potentially compelling interest was overcoming the present effects of past discrimination and that educational diversity was, 86 See, e.g., Akhil Reed Amar & Neal Kuma Katyal, Bakke's Fate, 43 UCLA L. Rev. 1745, 1747 (1996) (offering several potentially salient distinctions between Bakke and Metro). 87 78 F.3d 932 (5th Cir. 1996), cert. denied, 116 S. Ct. 2581 (1996). 88 Hopwood V. Texas ("Hopwood II"), 84 F.3d 720, 722 (5th Cir. 1996) (Politz, J., dissenting from denial of rehearing en banc). 89 See Hopwood, 78 F.3d at 934-38 (explaining the University of Texas School of Law's admissions process). 90 Hopwood II, 84 F.3d at 722 (Politz, J., dissenting from denial of rehearing en banc) ("The majority of the panel [in Hopwood] overruled Bakke, wrote far too broadly, and spoke a plethora of unfortunate dicta."). 91 Id. at 944. 16 therefore, not compelling." The Fifth Circuit even suggested that this conclusion constituted binding precedent on the court, saying, "[W]e see the case law as sufficiently established that the use of ethnic diversity simply to achieve racial heterogeneity, even as part of the consideration of a number of factors, is unconstitutional. Were we to decide otherwise, we would contravene precedent that we are not authorized to challenge. Third, the court held that race is as irrelevant to university admissions as blood type, that the use of race in university admissions improperly stereotypes minority applicants, and that the use of race fuels racial hostility. The Fifth Circuit concluded, "In sum, the use of race to achieve a diverse student body, whether as a proxy for permissible characteristics, simply cannot be a state interest compelling enough to meet the steep standard of strict scrutiny." While Hopwood applies only in the Fifth Circuit, which includes Texas, Mississippi, and Louisiana, Hopwood sets a dangerous precedent with potentially broad scope and effects. According to Dan Morales, Texas's Attorney General, "Hopwood's restrictions would generally apply to all internal institutional policies [at both public and private universities], including admissions, financial aid, scholarships, fellowships, recruitment, and retention, among others."⁹⁶ Furthermore, since Hopwood, several cases have been filed challenging affirmative action in higher education. The Fifth Circuit's rejection in Hopwood of educational diversity as a compelling interest in the higher education context can be criticized on numerous grounds that are beyond the scope of this paper. 92 Id. at 944-45 ("[R]ecent Supreme Court precedent shows that the diversity interest will not satisfy strict scrutiny. Foremost, the Court appears to have decided that there is essentially only one compelling interest to justify racial classifications: remedying past wrongs."). 93 Id. at 945-46. 94 Id. 95 Id. at 948. 96 Letter from Dan Morales, supra note 53, at 22. Morales has been "bitterly criticized" for his narrow reading of what is permitted under Hopwood. Peter Applebome, Universities Report Less Minority Interest After Action to Ban Preferences, N.Y. Times, Mar. 19, 1997, at A24. 97 A federal district court in Texas recently rejected the claim of an unsuccessful white applicant alleging race- based discrimination in admissions at the University of Texas College of Education. The court found no evidence that race was a motivating factor in the admissions process at the point at which the plaintiff was rejected. See Lesage V. Texas, No. A-96-CA-286 JN (W.D. Tex. March 7, 1997) (refusing to reach the issue of whether the University's use of race at a later stage in the admissions process would be constitutional). Furthermore, two recent suits have been filed in Georgia and Washington challenging affirmative action programs in higher education on grounds similar to those invoked in Hopwood. See Patrick Healy, A Lawsuit Against Georgia University System Attacks a Range of Race-Based Policies, Chron. of Higher Ed., March 14, 1990, at A25; Douglas Lederman, Suit Challenges Affirmative Action at U. of Wash., Chron. of Higher Ed., March 14, 1997, at A27. The Washington case is being pursued by the same group that instigated the action against the University of Texas School of Law in Hopwood. Finally, the Supreme Court is presently considering whether to grant certiorari on a Title VII case challenging a school board's decision to lay off a white high school teacher rather than an equally qualified black teacher in order to maintain educational diversity in the faculty. See Taxman V. Board of Education of the Township of Piscataway, 91 F.3d 1547 (3d Cir. 1996) (holding that such non-remedial affirmative action is prohibited under Title VII). 17 However, the most important point to note here is that Hopwood is not the end of the story. In Wittmer V. Peters, 98 Chief Judge Posner offers a vastly different and ultimately persuasive view of the present state of non-remedial affirmative action programs under the Supreme Court's jurisprudence. IV. The Countervailing Case of Wittmer v. Peters In Wittmer V. Peters, the Seventh Circuit upheld an affirmative action employment program for correctional officers at a "boot camp" for youth offenders. The affirmative action program was intended to promote qualified black correctional officers to vacant lieutenant positions in order to facilitate the penological goals of the boot camp.99 The boot camp's security staff was less than 6 percent black with no black supervisors; the inmate population was approximately 70 percent black. The defendant state official, warden of the youth detention center, presented expert evidence that the boot camp program was not likely to be as successful without some black officers in supervisory positions. The plaintiffs, three white correctional officers who had applied unsuccessfully for a lieutenant position, challenged the affirmative action program under the Fourteenth Amendment. Chief Judge Posner, writing for a unanimous court, upheld the affirmative action employment program, finding it narrowly tailored to serve a compelling interest. 100 First, the court rejected the plaintiffs' contention, embraced by the Fifth Circuit in Hopwood, that recent Supreme Court precedent indicated that only the remedial interest in overcoming the present effects of past discrimination could ever justify race-based affirmative action: The plaintiffs argue that the only form of racial discrimination that can survive strict scrutiny is discrimination designed to cure the ill effects of past discrimination by the public institution that is asking to be allowed to try this dangerous cure. There is dicta to this effect. And certainly it is the most frequently mentioned example of a case in which discrimination is permissible. But there is a reason that dicta are dicta and not holdings, that is, are not authoritative. A judge would be unreasonable to conclude that no other consideration except a history of discrimination could ever warrant a discriminatory measure unless every other consideration had been presented to and rejected by him. The dicta on which the plaintiffs rely were uttered in cases that did not involve, by judges who had never had cases that involved, the racial composition of a prison staff. Such cases were not, at least insofar as one can glean from the opinions, present to the minds of the judges when they considered and rejected other grounds for discrimination and expressed that rejection in 98 87 F.3d 916 (7th Cir. 1996), cert. denied, 65 USLW 3416 (1997). 99 See id. at 917. "The idea [of the boot camp] is to give inmates an experience similar to that of old-fashioned military basic training, in which harsh regimentation, including drill-sergeant abuse by correctional officers, is used to break down and remold the character of the trainee." Id. 100 See id. at 918-19. 18 sweeping dicta that we have mentioned. The weight of judicial language depends on context, by these plaintiffs ignored. [T]he rectification of past discrimination is not the only setting in which government officials can lawfully take race into account. 101 Second, the court implicitly held that the state's interest in "pacification and reformation" of youth offenders was sufficiently compelling to justify affirmative action. 102 The court's reasoning here was somewhat unclear. However, two factors were clearly central to the court's holding on this point: (1) The court noted that a majority of the Supreme Court had recently endorsed the idea that strict scrutiny is not inevitably "fatal in fact. ,,103 (2) The court placed great weight on the fact that the defense presented sufficient expert evidence of the penological necessity of the affirmative action program. On this second point, the court said: It is not enough to say that of course there should be some correspondence between the racial composition of a prison's population and the racial composition of the staff; common sense is not enough; common sense undergirded the pernicious discrimination against blacks now universally regretted. In any event that is not the justification advanced. The black lieutenant is needed because the black inmates are believed unlikely to play the correctional game of brutal drill sergeant and brutalized recruit unless there are some blacks in authority in the camp. This is not just speculation, but is backed up by expert evidence that the plaintiffs did not rebut. The defendants' experts -- recognized experts in the field of prison administration -- did not rely on generalities about racial balance or diversity; did not for that matter, defend a global racial balance. They opined that the boot camp in Greene County would not succeed in its mission of pacification and reformation with as white at staff as it would have had if a black male had not been appointed to one of the lieutenant slots. 104 What does Wittmer tell us about Hopwood? Wittmer and Hopwood obviously evaluate different non-remedial interests and different programs designed to achieve those interests. Nonetheless, Wittmer establishes, at least in the Seventh Circuit, that non-remedial interests in general can be sufficiently compelling to justify affirmative action. Furthermore, while Wittmer says nothing about whether 101 Id. at 919 (criticizing Hopwood V. Texas, 78 F.3d 932, 944 (5th Cir. 1996)) (other citations omitted). 102 See id. at 920. 103 Id. at 918. See also Adarand, 115 S. Ct. at 2117; id. at 2136 (Ginsburg, J., dissenting, joined by Breyer, J.). 104 Id. at 919-20. Of potentially great relevance to making the case for educational diversity as a compelling interest, the court, in deciding how much and what type of evidence was necessary to justify the affirmative action program at issue, expressly recognized that the amount and type of evidence required was dependent upon the amount and type of evidence available. Id. at 920. The court did suggest that "after correctional boot camps have been around long enough to enable thorough academic (or academic-quality) study of the racial problems involved in their administration, prison officials can[not] continue to coast on expert evidence that extrapolates to boot camps from the experts' research on conventional prisons." Id. at 920-21. However, the court also recognized that boot camps have been in existence since 1983, and it still upheld the affirmative action program at issue based on limited direct evidence. Id. at 921 19 educational diversity constitutes such a compelling interest, it would be somewhat ironic if the interest in rehabilitating youth offenders was sufficiently compelling to justify affirmative action, but the interest in promoting the educational and socio-moral development of university students was not so compelling. Correctional facilities may be unique institutions, but so are universities. V. Conclusion This brief legal overview indicates that the Supreme Court will uphold affirmative action only where there is a strong basis in evidence to support the belief that the given program serves a compelling interest and is necessary to achieve that interest. 105 In Hopwood v. Texas, 106 the Fifth Circuit held that a university's interest in promoting educational diversity (as well as any non-remedial interest) is not sufficiently compelling to justify affirmative action. Wittmer v. Peters¹⁰⁷ lays the foundation for a potentially powerful rebuttal to that conclusion. Ultimately, the Supreme Court will decide which conception is correct. The higher education community must, therefore, use this time to develop its case for diversity. 105 See, e.g., Adarand V. Pena, 115 S. Ct. 2097, 2113 (1995). 106 78 F.3d 932 (5th Cir. 1996), cert. denied, 116 S. Ct. 2581 (1996). 107 87 F.3d 916 (7th Cir. 1996), cert. denied, 65 USLW 3416 (1997). 20 December 24, 1997 Theda, Attached are drafts of the two papers prepared by Mathtech on diversity in higher education. Unfortunately, both Dan Morrissey and I will be on leave until January 5, 1998. I think Alan will be around--he doesn't believe in vacation--and Dan and I will be happy to discuss next steps when we return next year. Hope you have a great holidays and new year. Dan Goldenberg Attachment cc: Alan Ginsburg Dan Morrissey Bill - Generally, the 1st paper is much too general, and auecdotal statements by relies much too beauting university Presidents. It is just skimm ing the surface The 2nd is more clear,but less important pulice procentional Diversity in Higher Education-DRAFT DIVERSITY IN HIGHER EDUCATION: WHY ARE WE INTERESTED AND WHAT DOES IT MEAN? and INSTITUTIONS' PURSUIT OF DIVERSITY IN HIGHER EDUCATION- SUCCESS STORIES U.S. Department of Education Planning and Evaluation Service December 23, 1997 Diversity in Higher Education-DRAFT DIVERSITY IN HIGHER EDUCATION WHY ARE WE INTERESTED AND WHAT DOES IT MEAN? December 23, 1997 Diversity in Higher Education-DRAFT DIVERSITY IN HIGHER EDUCATION WHY ARE WE INTERESTED AND WHAT DOES IT MEAN? The Value of Diversity The value of diversity is anchored in principled convictions about equality, opportunity and fairness and the growing realities of domestic demographic change and a global economy. These values are reflected at three different levels of importance to higher education. At the broadest level, diversity is increasingly important in our national domestic society and to our economic well-being. This is particularly clear in our demographic change, the changing needs of our economy and the vision of our business leaders. Between 1995 and the middle of the next century, the middle series Census projections show approximately five fold increases in the total number of Hispanic origin and Asian/Pacific Islander residents in our population, a doubling of the black and American Indian/Eskimo & Aleut residents, and a much more modest increase in the total number of non-Hispanic white residents. In a brief generation and one half, these changes in total numbers will bring about a sharp redistribution of the racial and ethnic make-up of the society. Residents of Hispanic origin will rise from about 10 to almost 25 percent of the total, Asian/Pacific Islanders will more than double their share, while the non-Hispanic white population share will drop by more than 20 percent, as shown in Table 1. Table 1: Resident Population, by Race: 1995 and Projections for 2010, 2030, 2050 [Percent Distribution] American Indian, Eskimo Asian, Pacific White, Non- Black, Non- Aleut, Non- Islander, Non- Year Hispanic Hispanic Hispanic Hispanic Hispanic 1995 73.6 12.0 10.2 .7 3.5 2010 68.0 12.6 13.8 .8 4.8 2030 60.5 13.1 18.9 .8 6.6 2050 52.8 13.6 24.5 .9 8.2 December 23, 1997 1 Diversity in Higher Education-DRAFT Source: Statistical Abstract of the United State 1996. Table No. 19. While these demographic changes will not be evenly distributed across the country, the impact of different cultural heritage and interests will be significant on some areas and generally felt everywhere. And that impact will be extended to our domestic economic life in both consumer demand and the make-up of the workforce. These changes are overlaid by two other important trends which reinforce both the challenge the nation faces and the value of diversity. The first of these trends is the need for a better educated and trained workforce as the impact of new technology and the competitiveness of the global market escalate the level of quality required of Americansworkers. The recognition by the young population and their parents of the increasing demands of the labor market can'be seen in the trends in college enrollment in recent years. Table 2 shows the trends in college.enrollment rates of high school graduates, by race/ethnicity over time. These data represent college enrollment rates for individuals age 18 to 24 who graduated from high school during the preceding 12 months. It includes both two-year and four-year institutions, and both part-time and full-time students. As shown, while whites and blacks have both increased their college participation rates significantly from 1980 through 1995, participation rates for Hispanic students have stayed about the same over time. The gaps in participation rates between whites and blacks, and especially between whites and Hispanics, increased over this Blacks that time period. Table 2: College Enrollment Rates of High School Graduates [Percent Distribution] White, Non- Black, Non- Year Total Hispanic Hispanic Hispanic 1980 49.3 49.9 41.8 52.7 1985 57.7 59.4 42.3 51.1 1990 59.9 61.5 46.3 47.3 1995 61.9 62.6 51.4 53.8 Source: National Center for Education Statistics, 1996 Digest of Education Statistics December 23, 1997 2 Diversity in Higher Education-DRAFT The second overlapping trend is the rapidly increasing globalization of the economy motivating employers to have a strong interest in a corporate culture and a workforce that understands and reflects diversity. National data are not organized to separate easily the corporate organizations and their workforces which are engaged in international commerce and increasingly diverse domestic markets from others. But the leadership of such companies is increasingly aware and vocal about their diversity needs. Some state their sense of the value of diversity quite directly. John A. Krol, DuPont's president and CEO:says: "We have proof diversity improves our business performance." And Valerie M. Crane, Bank of America's executive vice president states: "Bank of America treats diversity as a business initiative. It is a business imperative for us." Krol adds: "We are all comfortable listening to people who think like us. And we are uncomfortable at first with people who are not like us and challenge us, but that is what adds value." (The Conference Board, 1997) Pitney Bowes CEO Michael J. Critelli stated: "It is a business necessity. The ultimate question is, how do we value it and optimize the attributes for competitive advantage? Any company that wants to be successful will have to do it." (Business Week, December 9,1996) Other business leaders perceive and express their thinking in different contexts. In General Electric's 1994 annual report, CEO Jack Welch urged a company with " boundaryless" behavior. "Boundaryless behavior is the soul of today's GE. Simply put, people seem compelled to build layers and walls between themselves and others, and that human tendency tends to be magnified in large, old institutions like ours. These walls cramp people, inhibit creativity, waste time, restrict vision, smother dreams, and above all, slow things down." (Business Week, December 9, 1996). Some, like Pamela North of Lucent Technologies, see it in training terms: "Leaders, particularly executive leadership, have the least training today on the issues confronting diverse teams and workforces abroad If our organization has to put its time and money in any one direction, it is around executive development leadership to face the challenges of globalization." (The Conference Board, 1997) Others, like United Technologies Corporation, understand the effort and persistence required: "It is important to develop a strategy that is well balanced. December 23, 1997 3 Diversity in Higher Education-DRAFT Everything that is required for culture change cannot be accomplished in one or two years. It requires both a short-term, and more importantly, a long-term commitment.... And some, like Price Waterhouse, express it in their marketing and recruiting: " Our clients depend on us to look at their complex business problems from every possible angle. So it's no wonder we consider diversity crucial to our success, especially in the global marketplace of the 21 st century." (Business Week, December 9, 1997) These statements are but a small sample of business conviction on the subject of diversity, and help to demonstrate the important trend toward a global economy and the associated need for diversity. An American Management Association survey in 1995 estimated that half of all U.S. employers had some kind of formal initiative to manage diversity. Thus, the two trends of globalization and the domestic demographic change provide strong undergirding leaptro for the increasing value of diversity in the society as a whole. It is well to keep in mind that these growing trends are built upon an older tradition in the United States of central importance since World War II and imbedded in yet older national precepts of seeking to provide equality of opportunity for all residents in America. Turning from the value as seen in the society at large, diversity is increasingly important to higher education institutions. The growing importance at the higher education institution level can also be seen from institutional traditions, demographic data projections and the statements of higher education leaders and other reactions from outside the higher education institutions. Higher education has a long tradition of putting a premium on open inquiry, which carries cleannxn sthis with it clear implications for valuing diversity. The demographic projections underscore that traditional conviction. If one takes the population projections for the age ranges of most interest uto colleges and universities (youth and young adults, notwithstanding the growing demand for do me This needs life-long learning), the changes in both the numbers and distribution of the prime college age population are even more stark than for the population as a whole. state Tent Using again the middle series Census projections, Table 3 compares the prime college age population of 18-24 year olds between now (1995) and the year 2025 and the age grouping December 23, 1997 4 Diversity in Higher Education-DRAFT which will subsequently feed higher education institutions ( 0-17 year olds). As is evident, the percent of non-Hispanic whites declines sharply, and even the absolute number declines; while the Hispanic and the Asian and Pacific Islander groups grow in the range of 100 percent or more, and other minorities increase by 30 percent. Interest in diversity will become an increasing financial necessity as well as a matter of conviction. Table 3: Resident Population, by Race: 1995 and Projection for 2025 [in thousands] (percent of total in parentheses) 0-17 Year Olds 18-24 Year Olds 1995 2025 1995 2025 Total 68,740 80,783 24,932 30,372 White, Non-Hispanic 45,679 42,528 16,993 16,785 (66.5) (52.6) (68.2) (55.3) Black, Non-Hispanic 10,173 12,741 3,549 4,609 (14.8) (15.8) (14.2) (15.2) Hispanic 9,674 19,085 3,239 6,560 (14.1) (23.6) (13.0) (21.6) American Indian, Eskimo, 674 856 221 304 Aleut, Non-Hispanic (1.0) (1.1) (1.0) (1.0) Asian/Pacific Islander, 2,543 5,573 931 2,114 Non-Hispanic (3.7) (6.9) (3.7) (7.1) Source: Statistical Abstract of the United States 1996. Table No. 22&24. about Higher educational leadership is no less clear than corporate leadership about the value of diversity. In a November 18, 1997 faculty convocation address, President Leo J. O'Donovan of Georgetown University stated: "No education is a success if it invites you to interact only with those who think as you do. The great virtue of education is not that it teaches us mere knowledge but that it teaches us to learn and understand." "One of the best arguments for diversity is that the most powerful learning takes place when students' viewpoints are challenged, and that's ? what's happening to us," echoes Richard H, Hersh, president of Hobart and William Smith Colleges. (Leaderman, May 23, 1997) This leadership identifies many aspects of the benefits of diversity from a higher education perspective. "Surely any university that wishes to claim a capacity to train leaders for December 23, 1997 5 Diversity in Higher Education-DRAFT this evolving world will want to educate students who come from many groups and Produ This a backgrounds," said William G. Bowen, president of the Andrew W. Mellon foundation and former president of Princeton University (Bowen, 1995). "It is increasingly clear that recruiting and retaining greater numbers of ethnic minority students, faculty, and staff are not only legal requirements and political advantages; they are also critical measures of the quality of our educational environments," say Mary K. Rouse and Roger Howard, Dean and Associate Dean of Students at the University of Wisconsin-Madison. (Rouse, No date) In an institutional website, President William E. Kirwan of the University of Maryland states: "At College Park, our efforts to build excellence are inextricably linked to our efforts to increase diversity College Park must be a place where diversity is not only tolerated, but celebrated." (available: http://www.inform.umd.edu/ Diversityweb/Profiles/divdbase/umd.html) Buttressing the clear importance of diversity in their minds, both educational and corporate leaders recognize that the achievement of diversity falls short of its desired goals and faces challenges. A recent RAND study interviewing 350 academic and corporate leaders in four major metropolitan areas reflected such shortfalls in the views of the corporate community interviewed. (RAND) These executives believed that educators were missing opportunities to connect to diversity within the community and internships or work-study experiences in international organizations. They felt that they could not rely on U.S. colleges and universities to provide them with workers who had the necessary skills for the global marketplace. And with respect to challenges, Bowen in the same talk cited above said: "From the standpoint of public policy, my main concern is that the political currents of the day will endanger hard-won gains in broadening both choice and access for students from all but the wealthiest families. Only at our peril will we allow higher education to be resegregated along economic lines-or along racial lines, which is at least as great a danger." The third level at which the value of diversity is realized is, of course, at the level of the individual student. The source of its growing importance flows from the trends and development described above in the changing demands for the workforce and the development of readiness for life in a more diverse society. Individual development involves far more than knowledge and December 23, 1997 6 Diversity in Higher Education-DRAFT skills to include one's attitude, expectations and world view. For the student, a successful experience with diversity in higher education includes a sharing of common societal aspirations and a well-developed appreciation of cultural differences. It is also likely to include enhancement of civic participation. Students now and likely into the foreseeable future begin their higher education with a wide range of experiences related to diversity-some quite sophisticated and many much more limited. Higher education is an ideal time to reform or refine one's knowledge and perspective about the increasingly diverse world in which we will all live. The Meaning of Diversity The preceding discussion of the values seen in diversity make clear that diversity in higher education can be appropriately understood only by taking account of its meaning and impact for both students and institutions. As a recent literature review pointed out: "Institutions what that das of higher education cannot deal with diversity issues merely by providing services to remedy student deficit. Instead, the institution must change to more adequately address educational issues and organize for a more diverse future." (Appel, et al, 1996) Diversity in higher education also must be seen comprehensively. The concept of diversity extends to far more than access and admissions, important as those matters are as starting points in higher education diversity. It includes campus life and a wide range of relationships among students, faculty, staff and others such as guest speakers, alumni, and external mentors. As the synopsis of a literature notes: "The research literature in all its complexity tends to suggest that comprehensive institutional change addressing both campus climate and the curriculum is the right strategy for both minority and majority students." (Appel, et al, 1996) As researcher Alexander Astin has pointed out, assessment of diversity in higher education should include: student characteristics at entry (inputs), institutional characteristics and student experiences while in higher education (environment), and student characteristics at exit (outcomes) (dubbed I--E--O by Astin, 1991). December 23, 1997 7 Diversity in Higher Education-DRAFT As we develop in a companion paper-Successful Institutional Diversity Strategies, the major components of diversity in higher education fall into four major categories. The first of these is access, or the processes by which diversity in the student body is achieved. Diversity in its broadest sense encompasses potentially a wide range of differences-parental backgrounds, religion, home communities, income, gender, life experiences as well as race and ethnicity. While all are real, this paper concentrates on ethnicity and race, particularly since it, along with gender, have previously been the basis of officially sanctioned discriminatory behavior that limited equal opportunity. With respect to access, it is well to remember that access goes beyond a formal admissions process to include a wide variety of outreach activities through which individuals are motivated and assisted in seeking higher education opportunities. A second major component of diversity in higher education is persistence, or helping students stay in college. About one half of all students entering 2- and 4-year higher education institution express an intention to gain a bachelor's degree. (U.S. Department of Education, 1997) Calculation of success is complex and difficult because of transfers and temporary drop- outs; however, the losses are substantial, and differentially larger for minorities. Thus, the pursuit of diversity appropriately includes a dimension of persistence. Helping students stay in college moves simultaneously in two different directions. One element, often referred to as campus life, includes activities directed at making students welcome and a part of campus life, But day some endoy participation in civic activities, a variety of personal support services, and direct efforts to deal with inter-group tensions. A second parallel element, often under the heading of academic support, is directed at a variety of special assistance and tutoring to help individual or groups of have students cope with what may be a new set of educational demands and requirements. and that minimum h.s.cores L. which A third component of diversity in higher education is its impact on teaching and learning has implications for institutions, their faculty and students alike. Harvard's President Neil Rudenstine states: "Students benefit in countless ways from the opportunity to live and learn and among peers whose perspectives and experiences differ from their own. A diverse educational have environment challenges them to explore ideas and arguments at a deeper level -- to see issues drop from various sides, to rethink their own premises, to achieve the kind of understanding that comes only from testing their own hypotheses against those of people with other views." December 23, 1997 8 Diversity in Higher Education-DRAFT (Rudenstine, 1996) And William G. Bowen notes: " my point is that enrolling a diverse class has potentially large educational benefits which spill over to many if not all students -- and that these benefits are widely appreciated." (Bowen, 1995) The implications for teaching and learning go not only to the interactions among students and faculty, but also to the content and structure of the curriculum and pedagogy. ( elaberate( what exactly dogan ? The final component of higher education diversity is the linkages to what come next for graduating students, namely employment. This dimension of diversity is among the newest, and often goes beyond the constructs of most research about and definitions of diversity. It is nonetheless increasingly a matter of concern and focus, and therefore included in this definition but do our we of the meaning of diversity in higher education. As noted in the opening section, employers are interested in new employees prepared for diversity, and at least some of those employers are critical of higher education in preparing such a workforce. would w Before departing from the discussion of the meaning of diversity in higher education, it is important to point out two companion concepts which arise continuously in the literature and other discussions of diversity. The first important companion concept is motivation, which arises constantly in connection with effective performance and achievement by students in higher education. Motivation is a regular component of efforts to improve access and persistence in the pursuit of diversity. The second important companion concept is quality. To some minds, diversity and quality are conflicting concepts. In the research and in the advocacy concerning diversity, diversity and quality are complementary and twin goals to be pursued together. The Extent and Benefits of Diversity whandid Having explored the principled convictions and emerging realities that underlie the values seen in diversity and the/comprehensive meaning of the term as it relates to higher education, we we that now turn to the information and knowledge which is available to describe its extent and its benefits. Diversity is a relatively new field of research and information gathering where national and systematic data are just beginning to catch up with our values and practice. Thus, as a recent literature review noted: " while there is considerable literature that might be called principles of December 23, 1997 9 Diversity in Higher Education-DRAFT good practice, there is much less available that directly assesses the impact of these initiatives on the institution and even less that assesses the impact on students. It is a young literature in a formative stage." (Appel et al, 1996) Most of the information on the extent of diversity and its benefits comes from case studies and individual stories. However, there are some national databases that provide key information on minority student participation in higher education, and how this has changed over time. There are alsosome data available on the positive influence of diversity on student attitudes and behavior. Informationson Access Access to highereducati generally We know that an increasing number and percentage of minority students are planning to attend college directly after high school, enrolling in institutions of higher education, and Connect receiving undergraduate degrees. As a result of these trends, the extent of diversity has increased Theser dots significantly on American colleges campuses over the last few decades. What follows are some summary statistics that describe these trends over time. isn't twefer it also As shown in Table 4, the proportion of all high school seniors in minority groups who whites? planned to continue their education at four-year colleges and universities directly after high 35-5520 school increased between 1972 and 1992, although between-group differences have remained fairly constant. Table 4: Percentage of High School Seniors Who Planned to Continue Their Education the Next Year 4-Year Program 2-Year Program Race/ethnicity 1972 1992 1972 1992 Total 34 54 11 13 White, Non-Hispanic 35 55 12 12 Black, Non-Hispanic 32 52 5 11 Hispanic 11 20 11 26 December 23, 1997 10 Diversity in Higher Education-DRAFT Asian/ Pacific 47 65 18 12 Islander, Non- Hispanic Source: Minorities in Higher Education, NCES 97-372. Data sources: National Longitudinal Study of 1972, and National Education Longitudinal Study of 1988. The distribution of college students across race/ethnicity groups has changed significantly from 1976 to 1994. As Table 5 shows, while only 16% of the enrollment in higher education in 1976 was from minority groups, in 1994 about one-quarter of the students came from minority groups. Hispanic college students are more likely to be enrolled in a two-year college than their white or black peers. Table 5: Total Fall Enrollment in Institutions of Higher Education Type and Control of Institution Percentage Distribution Percentage Distribution and race/ethnicity of student in 1976 in 1994 All Students White, Non-Hispanic 84.3 75.4 Black, Non-Hispanic 9.6 10.5 Hispanic 3.6 7.6 Asian or Pacific Islander, Non-Hispanic 1.8 5.6 American Indian/Alaskan Native, Non-Hispanic 0.7 0.9 Four-Year Institutions White, Non-Hispanic 86.6 78.3 Black, Non-Hispanic 8.7 9.9 Hispanic 2.5 5.5 Asian or Pacific Islander, Non-Hispanic 1.7 5.5 American Indian/Alaskan Native, Non-Hispanic 0.5 0.7 Two-Year Institutions White, Non-Hispanic 80.2 71.0 Black, Non-Hispanic 11.2 11.3 Hispanic 5.5 10.7 Asian or Pacific Islander, Non-Hispanic 2.1 5.7 American Indian/Alaskan Native, Non-Hispanic 1.1 1.2 Source: 1996 Digest of Education Statistics. Data Source: IPEDS. The distribution of bachelor's degrees conferred across race/ethnicity groups has also changed significantly from 1976 to 1994. As shown in Table 6, while only 12% of the December 23, 1997 11 Diversity in Higher Education-DRAFT bachelor's degrees were conferred to students from minority groups in 1976-77, in 1993-94 about one-fifth of bachelor's degrees were awarded to students from minority groups. December 23, 1997 12 Diversity in Higher Education-DRAFT Table 6: Bachelor's Degrees Conferred by Institutions of Higher Education Percentage Distribution Percentage Distribution Race/Ethnicity of Student in 1976 in 1994 All Students White, non-Hispanic 88.0 80.3 Black, non-Hispanic 6.4 7.2 Hispanic 2.0 2.0 Asian or Pacific Islander 1.5 1.5 American Indian/Alaskan Native 0.4 0.4 Nonresident Alien 1.7 1.7 Source: 1996 Digest of Education Statistics. Data Source: IPEDS. As shown, in Table 7, the percentage changes in bachelor's degrees conferred were greatest for all groups of minority students, relative to whites. Table 7: Bachelor's Degrees Conferred: Percent changes from 1981 to 1993 Males: Percent change Females: Percent Race/Ethnicity of Student from 1981-1993 change from 1981-1993 White, Non-Hispanic 7.1% 27.7% Black, Non-Hispanic 17.8% 35.5% Hispanic 83.8% 131.5% Asian or Pacific Islander, Non-Hispanic 150.3% 201.3% American Indian/Alaskan Native, Non-Hispanic 44.1% 70.2% Source: Minorities in Higher Education, NCES 97-372. Data Source: IPEDS. in Dues the an A in on Student Attitudes and Campus Environment Given that the extent of diversity has increased significantly on American college is campuses over the last few decades, as shown in the previous section, what has been the effect on student attitudes and the campus environment? Most data on this topic come from case studies and individual anecdotes, but there have been a few systematic analyses of these issues. The main source of data has been from the Cooperative Institutional Research Program (CIRP) of the on Higher Education Research Institute at the University of California, Los Angeles. December 23, 1997 13 Diversity in Higher Education-DRAFT CIRP administers a survey to college freshmen at hundreds of two-year colleges, four- year colleges and universities annually. The purpose of the CIRP survey is to provide a comprehensive portrait of both the changing character of entering freshmen and American society at large. The survey covers a wide range of student characteristics: parental income and education, ethnicity, and other demographic items; financial aid; secondary school achievement and activities; educational and career plans; and values, attitudes, beliefs and self-concept. The students are also asked their opinions on a number of diversity-related issues such as: (1) whether racial discrimination is no longer a major problem in America; (2) whether colleges should prohibit racist/sexist speech on campus; and (3) whether affirmative action in college admissions should be abolished. The students are also asked to rank a number of objectives including: influencing social values; helping others who are in difficulty; participating in a community- action program; helping to promote racial understanding; and, becoming a community leader. For the freshmen class of 1985, CIRP also conducted a longitudinal follow-up of about 25,000 of these students four years later in 1989, and a somewhat smaller sample nine years later in 1994. Faculty from the 217 four-year colleges and universities attended were also surveyed, which allowed the gathering of information on institutional characteristics and objectives, including those related to diversity. The 1985 and 1989 data were analyzed by Alexander W. Astin to examine how students are affected by diversity and multiculturalism on campus (Astin, 1993). With respect to the faculty survey, the faculty were asked their opinions on diversity issues related to the institution as a whole, as well as to their own individual research and teaching methods. The institutional variables include the extent to which the faculty believes that their institution is committed to the following goals: increasing the number of minority faculty; increasing the number of minority students; creating a diverse multicultural environment; and, developing an appreciation for multiculturalism. The faculty-level variables include information on whether the faculty uses instructional techniques that incorporate readings on racial and ethnic issues, and whether the faculty conducts research on racial or ethnic minorities. Astin has analyzed and provided descriptive information on these data. He also December 23, 1997 14 Diversity in Higher Education-DRAFT shows positive and significant correlations between these variables and student outcomes, such as increased cultural awareness, and commitment to promoting racial understanding. Astin found that the strongest positive effects of an institutional diversity emphasis were on the outcomes of cultural awareness and commitment to promoting racial understanding. The strongest positive effects of a faculty diversity emphasis were on the outcomes of cultural awareness and overall satisfaction with the college experience. Faculty diversity emphasis also had a positive effect on the student's chances of voting in the 1988 presidential election. In general, the variables on student diversity experiences were most often related to the outcomes of cultural awareness and commitment to promoting racial understanding. The largest number of positive effects was associated with the frequency with which students discussed racial/ethnic issues during their undergraduate years. As Astin concludes, "The findings present a clear-cut pattern: emphasizing diversity either as a matter of institutional policy or in faculty research and teaching, as well as providing students with curricular and extracurricular opportunities to confront racial and multicultural issues, are all associated with widespread beneficial effects on a student's cognitive and affective development. In particular, such policies and experiences are associated with greater self- reported gains in cognitive and affective development (especially increased cultural awareness), with increased satisfaction in most areas of the college experience, and with increased commitment to promoting racial understanding. Emphasizing diversity and multiculturalism is also associated with increased commitment to environmental issues and with several other positive outcomes; leadership, participation in cultural activities, citizenship, commitment to developing a meaningful philosophy in life, and reduced materialistic values." Astin's more comprehensive studies about student attitudes and campus environment are complemented by other less comprehensive studies and other research. As a recent literature review concludes: " recent research continues to powerfully support a focus on the following institutional changes: climate, curriculum, involvement of students, and faculty-student and peer- student interactions, along with continuing efforts to diversify faculty and staff members. Not only iststudent participation in diversity(related to changes in attitudes, openness to differences, December 23, 1997 15 Diversity in Higher Education-DRAFT and commitments to social justice but it is also increasingly related to satisfaction, academic success, and cognitive development." (Appel et al, 1996) Additional Information and Research in Progress and Needed Much more case study work than identified in our paper to this point has been accomplished. In a companion paper, we identify some of the promising practices across the spectrum of components of a comprehensive perspective of diversity (Successful Institutional ? Diversity Strategies). In addition, there is additional work already underway at both the case study and more systematic level, as well as a growing volume of effort to buttress what exists. This section reviews that work in progress and the important areas for continuing work. With respect to the collection of systematic data, some of the most interesting questions can only answered with longitudinal data which, by definition, requires time to collect. The Cooperative Institutional Research Program (CIRP) has collected but not yet analyzed a second follow-up to the class of 1985 data providing a nine-year follow-up picture of their circumstances and attitudes. The National Study of Postsecondary Faculty (NSOPF) includes collected, but not yet analyzed information from the 1992-93 wave on faculty opinion about various diversity related issues. Among the questions are attitudes about fair treatment of ethnic and racial minority faculty members and opportunities for advancement. The 1996 annual report of the Andrew W. Mellon Foundation released in the spring of 1997 calls attention to the Foundation's efforts to make use of its large College and Beyond database which provides detailed histories of students at 34 academically selective colleges and universities, some of which date back to 1951, consistent with its pledges of confidentiality and protection of privacy. (The Andrew W. Mellon Foundation, 1997) Some polling of opinion which goes beyond reactions to admissions and affirmative action has also been conducted which indirectly or, more recently, directly solicits views related to diversity in higher education. For example, The Public Agenda Foundation prepared three reports for the California Higher Educations Policy Center over the period 1993-1996 on attitudes about the California public higher education system. The reports were two surveys each December 23, 1997 16 Diversity in Higher Education-DRAFT of approximately 800 Californians, interspersed by 29 in-depth interviews with business, academic, political and other state leaders. While most of the questions and issues centered on the public system in general, the attitudes about dealing with an additional 488,000 new students in the 1994-2205 period (known as Tidal Wave II) carries with it substantial diversity overtones because of the large component of that growth attributable to Hispanic residents (a more than 50% increase in total Hispanic population between 1995 and 2010). In the 1996 survey, Californians least preferred (61 percent to 32 percent) to meet the growth by limiting access. (Immerwahr, 1997) And more direct data about community opinion on diversity are also beginning to be collected, sponsored by the Ford Foundation. Such information collected in the state of Washington from a sample of 600 registered voters reflect a positive view about diversity in the society and for many, though not all, of the diversity initiatives being tried in postsecondary education. education. Respondents, for example, uniformly support society's needs as described in the first section of this paper, the view that diversity education helps to bring society together, and a long list of specific diversity programs, but are more split on the motivation for and practical results of such activities, often depending upon the form of the question. (Elway Research Inc., 1997) And this type of polling is being extended to other location Campus. Other work based on substantial data sets is beginning to appear. For example, one study of the class of 1982 from the national High School and Beyond data set provides evidence disputing claims that affirmative action harms intended beneficiaries by enticing minorities to colleges for which they are unprepared to meet the competition. (Kane, forthcoming) In some initial work on the College and Beyond data set, a study of minority under-performance relative to whites in selected elite institutions as measured by SAT and high school grade point averages cunfusing cannot satisfactorily be explained by a host of observed background characteristics, and are, in the authors' opinions, most likely to be explained by what occurred during their higher education experiences, (Vars and Bowen, forthcoming) In addition to the use of large longitudinal data sets, there are also some careful longitudinal studies at single institutions. For example, a 20 year matched-cohort study of December 23, 1997 17 Diversity in Higher Education-DRAFT affirmative action and other special consideration admissions at the University of California, Davis, School of Medicine reflected stronger performance on grade scores and National Board exams by regular admittees, but no significant differences on failure rates on core courses, graduation rates, residency evaluations or completions, or practice characteristics Special consideration admissions represented 20% on average of the classes over 20 years (ranging from 10-45% per year), of which about 43% were under-represented minorities. Four percent of the defined regular admittees were underrepresented minorities. For example, 94% of the special admissions graduated as compared with 97% of the regular admissions. what?? A considerable volume of case studies have been directed to increased access, and the companion Successful Institutional Diversity Strategies highlights several successful illustrations. The case work on effective strategies to keep students in college is growing rapidly in recognition that completion of courses of study are a crucial element of effective access to higher education opportunities. Based on studies to date and other anecdotal data, one needs to recognize the special contribution of Historic Black Colleges and Universities (HBCUs) and Hispanic Serving Institutions (HSIs) to retention and completion high expectations coupled with sentle support, the presence of role models, high involvement and civic responsibility, and a caring environment. (Wolf, 1995; Townsend, 1994) These models may not transfer automatically to majoritarian institutions, but their components appear promising in many settings (Richardson, 1991; Richardson, Simmons, and de los Santos, 1987) This splained The work on the benefits of teaching and learning and the linkage to the employer community are among the sparsest literatures so far, though we believe much more is in progress than has been yet documented. We provide selected illustrations in the companion volume. In particular, the linkage between the higher education and the employer community is a growing one. NOTE: AT THIS POINT, OUR INTENTION IS TO INCLUDE TWO TO FOUR EXAMPLES OF INITIATIVES COMING FROM EMPLOYER INITIATED ACTIVITIES. WE LACK A ROUNDED PICTURE OF EMPLOYER INITIATIVES PARTICULARLY WITH RESPECT TO RECRUITING AND PARTNERSHIPS WITH December 23, 1997 18 Diversity in Higher Education-DRAFT HIGHER ED INSTITUTIONS. WE ARE PURSING IBM, XEROX AND CORNING. HECTOR WE KNOW YOU HAVE IDENTIFIED COCA-COLA AND AETNA. WE WILL BE UNABLE TO GET TO OUR CONTACTS UNTIL AFTER CHRISTMAS. HECTOR IF YOU CAN HELP, PLEASE CALL. In general, the literature reviews that we have examined suggest that the direction in which diversity initiatives are proceeding are promising, and should be further explored and evaluated. December 23, 1997 19 Diversity in Higher Education-DRAFT SOURCES CONSULTED The Andrew W. Mellon Foundation (1996). The Report of the Andrew W. Mellon Foundation 1996. New York: The Andrew W. Mellon Foundation. Appel, Morgan, et. al. (1996). The Impact of Diversity on Students: A Preliminary Review of the Research Literature. Washington, DC: American Association of Colleges and Universities. Astin, Alexander W. (1991). Assessment for Excellence: The Philosophy and Practice of Assessment and Evaluation in Higher Education. New York: American Council on Education/Macmillan Publishing. Astin, Alexander W. (March/April 1993). Diversity and Multiculturalism on the Campus: How are Students Affected? Change, 44-49. Bowen, William (1995). No Limits. Talk given at Cornell University Symposium entitled "The New American University: National Treasure or Endangered Species?" Business Week, "Diversity: Making the Business Case," (Special Advertising Section in the December 9, 1996 Issue). The Conference Board (1992). Work Force Diversity: Corporate Challenges, Corporate Responses, 1013. New York: The Conference Board. The Conference Board (1994). Diversity Training: A Research Report, 1083-94-RR. New York: The Conference Board. The Conference Board (1995). Diversity: Business Rationale and Strategies: A Research Report, 1130-95-RR. New York: The Conference Board. The Conference Board (1996). Corporate Practices in Diversity Measurement: A Research Report, 1164-96-RR. New York: The Conference Board. The Conference Board (1997). Managing Diversity for Sustained Competitiveness: A Conference Report, 1195-97-CH. New York: The Conference Board. Davidson, Robert C. And Ernest L. Lewis (1997). Affirmative Action and Other Special Consideration Admissions at the University of California, Davis, School of Medicine. Journal of The American Medical Association, 278 (14) 1153-1158. Elway Research, Inc. (March 1997). Campus Diversity: Topline Data Report. Immerwahr, John with Steve Farkas (September 1993). The Closing Gateway: Californians Consider Their Higher Education System. New York: Public Agenda. December 23, 1997 20 Diversity in Higher Education-DRAFT Immerwahr, John with Jill Boese (March 1995). Preserving the Higher Education Legacy: A Conversation with California Leaders. New York: Public Agenda. Immerwahr, John (March 1997). Enduring Values, Changing Concerns: What Californians Expect from Their Higher Education System. New York: Public Agenda. Kane, Thomas K (Forthcoming). Racial and Ethnic Preference in College Admissions. Leaderman, Douglas (May 23, 1997). Bakers of Affirmative Action Seek Research to Bolster Cause. The Chronicle of Higher Education, A28. RAND Corporation. U.S. Workers in the Global Workplace. Available http://www.inform.umd. edu/DiversityWeb/NewsRoom/workplace.html. Richardson, Richard C (1991). Promoting Fair College Outcomes: Learning from the Experiences of the Past Decade. Denver: Education Commission of the States. Rouse, Mary K. And Roger Howard (No Date). The Need to Listen Eloquently: Race and Campus Climate(s) Today. Available http://www.inform.umd.edu/diversityweb/Digest/Sm97/ eloquently.html. Rudenstine, Neil L. (April 19, 1996). Why a Diverse Student Body is so Important. The Chronicle of Higher Education, B1. Townsend, L (1994). How Universities Successfully Retain and Graduate Black Students. Journal of Black in Higher Education, 1 (4). U.S. Bureau of the Census, Statistical Abstract of the United States: 1996 (116th edition.). Washington, DC: Government Printing Office. U.S. Department of Education, National Center For Education Statistics, Minorities in Higher Education, NCES 97-372. Washington, DC:Government Printing Office. U.S. Department of Education, National Center For Education Statistics, Digest of Education Statistics 1996, NCES 96-133. Washington, DC:Government Printing Office. Vars, Fredrick E. And William G. Bowen (Forthcoming). SAT Scores, Race, and Academic Performance: New Evidence from Academically Selective Colleges and Universities. Wolf, L.E. (1995). Models of Excellence: The Baccalaureate Origins of Successful European American Women, African American Women, and Latinas. Doctoral dissertation, the Claremont Graduate School, Calremont, CA. December 23, 1997 21 Successful Institutional Strategies-DRAFT INSTITUTIONS' PURSUIT OF DIVERSITY IN HIGHER EDUCATION- SUCCESS STORIES In the following paper, the process for selecting successful institutional strategies was as follows. First, we relied on references made during recent conferences on diversity; next, we used an American Council on Education reference book on higher education diversity resources. Third, we utilized several other recent sources of material on outstanding programs for increasing access (Westat, 1992) and for improving retention and enhancing teaching and learning (Skinner and Richardson, 1991; Appel et. al.). Each institution so selected was then contacted to obtain permission for citing its initiatives and to verify the material cited. We also asked each institution to provide additional detailed information and evidence of success, if available. Successful Institutional Strategies-DRAFT December 23, 1997 December 23, 1997 23 Successful Institutional Strategies-DRAFT INSTITUTIONS' PURSUIT OF DIVERSITY IN HIGHER EDUCATION-SUCCESS STORIES Why Are Higher Education Institutions Striving for Diversity? Most higher education leaders attach substantial value to seeking diversity in the educational experience they offer for their students, their institutions, and the larger society. The foundation for this judgment is based on some widely shared beliefs: The postsecondary experience influences not only a person's career interests and potential, but also the pursuit of leisure and the manner in which the individual interacts with, and participates in, society. Further, motivation and self-esteem, critically linked to educational attainment, contribute significantly to participation in the neighborhood, community, schools and the larger political society. Because of its importance and impact, higher education should be available to all those willing and able to seriously participate. For the postsecondary experience to maintain its importance for individuals and society, the twin goals of access and quality must be pursued simultaneously. Schools, the work force and society are increasingly diverse. It follows that higher education must and will become more diverse. The widespread agreement that surrounds these beliefs does not, however, extend to the strategies for pursuing quality and diversity in higher education. Using traditional admission criteria and standards, higher education institutions have enrolled fewer students of racial/ethnic minority groups than their proportion in the U.S. population. This is especially true for African Americans, Hispanics and American Indians. In 1995, the college participation rates for those who graduated from high school in the last twelve months were 51.4% for African Americans, 53.8% for Hispanics and 62.6% for whites. (NCES Digest Education Statistics, 1996, Table 179) And of African Americans and Hispanics who are enrolled, a smaller proportion complete their postsecondary education programs than for other racial/ethnic groups. In 1995, the percent of those aged 25 - 29 in 1995 who have achieved baccalaureate degrees are 15.3% for African Americans, 9.3% for Hispanics and 26% for whites. (Carter & Wilson, 1996-97) December 23, 1997 1 Successful Institutional Strategies-DRAFT Diversity programs have been pursued by many institutions in an attempt to correct this imbalance. Affirmative action programs for college admission, however, are being hotly contested in the courts based on the presumptions of reduced quality in the higher education institutions and reverse discrimination. It is not the purpose of this paper to present the evidence for or against affirmative action or to refute the charges of its critics. Rather, the starting point for this paper is the assumption that diversity in higher education is both a valuable and necessary condition for the continuation of a pluralistic, democratic society. Given that higher education substantially contributes to lifelong learning and work force participation, what does racial/ethnic diversity contribute to the higher education experience? We begin by positing the following statements about the value of diversity in higher education: Diversity offers the opportunity for students to understand and appreciate life experiences of persons different from themselves. Diversity offers the opportunity for students to gain a richer understanding of multiple cultures and therefore multiple perspectives on family life, work ethics, political beliefs, literature and the arts. Diversity, through classroom discussion, provides an opportunity for students to more fully appreciate the influence of their own culture on learning experiences. It also heightens awareness of cultural differences. Diversity provides opportunities to develop important "team player" skills so critical in subsequent work force participation. Diversity in higher education allows students to develop important skills in self- expression that ultimately prepare them for active participation and leadership roles in their neighborhoods, communities and schools. These potential "outcomes" of diversity in higher education are complex, and have been infrequently measured. Empirically powerful evidence that diversity brings about these outcomes is the subject of a three-year study just initiated by the Department of Education. Perhaps the largest study to date (Astin, 1991, based on 20,000 students and 25,000 faculty members), concludes that student growth and change over time and environmental factors, such as institutional characteristics and student experiences in college, are essential to an understanding of the contribution of diversity to the education of all students. Various December 23, 1997 2 Successful Institutional Strategies-DRAFT Department of Education databases also provide a substantial amount of information on specific aspects of student enrollment, such as financial aid and composition by race, ethnicity, gender and age. In the meantime, numerous institutions, higher education organizations and foundations have been studying aspects of diversity in higher education. While most of these studies have been regionally or institutionally-based, or have included a relatively small number of institutional case studies, there are, nevertheless, many important lessons about how diversity is effectively pursued by institutions of higher education. The contributions to the knowledge base about the successful pursuit of diversity are of two types: one, broad concepts about what works and what doesn't work that can be termed "theoretical contributions"; and two, research about specific institutional strategies in pursuit of diversity. What is the Theory That Guides Institutions in Pursuit of Diversity? Much has been written about the value and importance of diversity in higher education. These conclusions are chiefly based on both democratic ideals and demographic information about the current and projected growth of minority groups in the U.S. population, made particularly striking in contrast to the decline in the Anglo share of the population. Our schools, our workforce, and our society will be predominantly "minority" by the year 2060, according to demographer Leon Bouvier others? American higher education is undergoing a transformation from the type of system that served industrial society to one that can serve the needs of a post-industrial age. A large part of that transformation is based on the composition of the post-industrial society. State, institutional and national leaders in higher education have foreseen the necessity of adapting the higher education system in this country to serve the changing population. A review of the literature about diversity in higher education reveals several important guidelines that serve as an emerging "theory" about how institutions pursue diversity: December 23, 1997 3 Successful Institutional Strategies-DRAFT Quality and diversity must be simultaneously pursued. Higher education quality, expressed as:student achievement outcomes, can be maintained and enhanced in a diverse campus environment if institutions are firmly committed to both goals. This requires both institutional leadership and changes in the learning environments. All students, the higher education enterprise, and ultimately society will benefit from such institutional transformation. (Appel, et.al.), (Richardson & Skinner, 1991) Ensuring "fair outcomes" in higher education for previously underrepresented minorities includes both access (enrollment) and completion (graduation). Institutions that admit larger numbers of minority students to aid their enrollment objectives must also provide a quality educational experience for these students and assist in overcoming any incoming educational deficiencies. (ECS, 1990), (Richardson & Skinner, 1991) Institutions seeking to provide quality, diversity and fair outcomes for historically underrepresented minorities typically move through three stages in pursuit of these goals - first, reducing barriers to participation by minorities; second, providing assistance for these students to stay in school and complete their educational programs; and third, adapting the curriculum, pedagogy and assessment practices to more accurately reflect and improve upon the strengths and weaknesses of all students. (ECS, 1990), (Richardson & Skinner, 1991) In this third stage of institutional development in pursuit of diversity (adapting the curriculum, pedagogy and assessment), institutions capitalize on the strengths of diverse student bodies by utilizing the concept of "collaborative intelligences". This concept embodies a variety of perspectives on society and the individual and recognizes the interdependence of individual and collaborative intelligence. (AAC&U, 1997) What are Some Effective Institutional Strategies in Pursuit of Diversity? These three stages in the life cycle of an institution seeking diversity and quality aid in organizing information about the successful practices of institutions. It is important to understand that while the three stages are conceived as evolutionary, institutions that have reached the "third stage" must continue to explore the effectiveness of strategies used in achieving the first two stages - access and retention - with ongoing modification of those strategies in mind. We have added a fourth stage to this model - effective strategies for establishing linkages with employers. Although work in this area is just beginning, institutions with a commitment to diversity understand the importance of ensuring that the "value-added" on a diverse campus be appreciated and rewarded by potential employers. December 23, 1997 4 Successful Institutional Strategies-DRAFT Effective Institutional Strategies for Increasing Access Affirmative action is only one strategy for increasing access of historically underrepresented minorities to higher education. Many institutions have engaged in other successful strategies for increasing minority representation in the pool of applicants. Some of these successful strategies include: outreach to local high schools and middle schools through establishing school-university partnerships that include teacher education and professional development initiatives; participation of high school students in university-sponsored learning institutes, summer programs, and/or extracurricular activities; early identification of promising college students and mentoring programs; institutional participation in college fairs and other recruitment efforts; and targeted recruitment and outreach to inner city high schools with high concentrations of minority students. The potential goals of such programs can include: To increase overall enrollment through closer collaboration with area high schools; To target high schools with large minority enrollments in order to increase the pool of minority applicants; To assist in preparing high school youth for postsecondary educational experiences; To provide guidance to high school youth on academic and financial requirements for attending college; and To help raise the educational aspirations of local youth. There are numerous examples of creative approaches taken by institutions to increase the diversity in the pool of applicants. We highlight a couple of these below.¹ Strengthening access to higher education was a conference theme in "Educating One-Third of a Nation", the sixth I The process for selecting successful institutional strategies was as follows. First, we relied on references made during recent conferences on diversity; next, we used an American Council on Education reference book on higher education diversity resources. Third, we utilized several other recent sources of material on outstanding programs for increasing access (Westat, 1992) and for improving retention and enhancing teaching and learning (Skinner and Richardson, 1991; Appel et. al.). Each institution so selected was then contacted to obtain permission for citing its initiatives and to verify the material cited. We also asked each institution to provide additional detailed information and evidence of success, if available. December 23, 1997 5 Successful Institutional Strategies-DRAFT conference on this topic, held in Miami in October of this year. The conference sponsors 2 were intensely interested in creative approaches to diversifying the applicant pool in the wake of recent setbacks to affirmative action. Highlighted by Reginald Wilson, a Senior Fellow at the American Council on Education was an admissions strategy being implemented by the University of California. 2 The conferences which served as sources of material on effective institutional diversity practices were: "Hopwood, Bakke and Beyond," October 6-7, 1997, sponsored by the American Association of Collegiate Registrars and Admissions Officers; "Educating One-third of a Nation" Sixth Conference on Diversity in Higher Education, October 16-18, 1997, sponsored by the American Council on Education, the American Association of Colleges and Universities and the Ford Foundations's Campus Diversity Initiative; and the Conference on Civil Rights of Latinos, December 5, 1997, sponsored by the Harvard Civil Rights Project, and the Tomas Rivera Institute. December 23, 1997 6 Successful Institutional Strategies-DRAFT University of California System In July 1995, the University of California Board of Regents adopted a resolution called SP1, which called for the elimination of race and gender as a consideration in the admissions process. In July of 1996, the President of the UC system issued a new set of undergraduate admissions guidelines to go into effect in the spring quarter of 1998 or in the fall quarter 1998 at UC Berkeley, which uses the semester system. The entrance requirements established by the University require that the top one-eighth of the state's high school graduates, as well as those transfer students who have successfully completed specified college work, be eligible for admission to the University of California. When there are more UC eligible applicants than spaces available, the campus selects between 50 and 75 percent (compared to 40 to 60 percent under the old policy) of their students based on academic performance, as assessed by a review of the following: high school GPA, the depth and breadth of academic preparation, and scores on required standardized tests. In the second step, the remaining 25 to 50 percent-not including those admitted by exception-are selected on the basis of academic achievement and personal achievement, as assessed through a comprehensive review of all information provided on the application, including academic performance as described above plus the following: extracurricular accomplishment, personal qualities such as leadership or motivation, and likely contribution to the intellectual and cultural vitality of the campus. As part of the same resolution, the Regents voted to establish an Outreach Task Force to develop new strategies and sources of funding for programs to attract and academically prepare minority and disadvantaged students to attend UC. The 32-member task force includes representatives of the business community, the university, and other segments of education and organizations engaged in academic outreach (Sources: Wilson, 1997; http:\\www.ucop.edu). Other examples of institutional strategies for increasing the pool of applicants feature early outreach programs, generally into middle and high schools. Several illustrative programs are described below. December 23, 1997 7 Successful Institutional Strategies-DRAFT Xavier University - Louisiana Xavier sends more African Americans to medical school than any other institution in the country. Their pre-medical students are accepted into medical and dental schools at better than twice the national average. Ninety-two percent of the Xavier graduates who enter medical and dental schools go on to become practicing physicians or dentists. Xavier also sends more African Americans to pharmacy school and has educated nearly 25 percent of the 6,000+ black pharmacists practicing in the United States. Over the last six years, Xavier graduates have gone on to professional and graduate schools at a rate of almost 40 percent. Xavier's recruitment success is based on extensive programs of early outreach to local high schools and middle schools. For example, the Xavier Summer Science Academy involves nearly 2,000 high school students each year. Another program, the Model Institutions for Excellence (MIE) program is designed to enhance infrastructure at selected institutions to educate students who have been historically underrepresented in the fields of science, engineering, and mathematics (SEM). Currently, Xavier has a retention-to-graduation rate of approximately 55 percent of its SEM majors. One goal of the MIE program is to increase the retention rate to 75 percent through a series of activities, including establishing student resources and mentoring centers, implementing curriculum revisions and development, developing a financial assistance structure that will effectively address student and university needs, and other activities. With over 55 percent of the undergraduate enrollment consisting of SEM majors, significant retention increases could be realized by improving the rate of success of this specific population. (Source: Wilson, 1997; U.S. Department of Education, 1997; http://www.xula.edu) University of Alaska at Fairbanks In 1983 the University initiated the Rural Alaska Honors Institute (RAHI), a program designed to better prepare Alaskan Native students for postsecondary education. The program targets academically promising Alaskan Native college-bound juniors and seniors. Approximately 50 students a year are selected through a competitive process to participate in a six-week summer institute funded by the University. During the summer institute, students can take up to 9 college credits and participate in numerous activities designed to introduce them to Western society and reduce their anxiety about the higher education system. The vast majority of students who participate in RAHI do go on to higher education and the majority of those students attend the University of Alaska system. Beyond increasing enrollment at the University, the program strives to increase retention by providing these students with support while they are attending school. RAHI is in the process of collecting data and conducting an analysis of the program. (Westat, 1992) December 23, 1997 8 Successful Institutional Strategies-DRAFT University of Texas at El Paso One initiative, targeting low-income, potential first generation Hispanic females and their mothers, was begun in 1986 as a collaborative effort of UTEP, area school districts, and the El Paso YWCA. The program has grown from serving 33 girls from three school districts in the first year, to serving 300 girls from all nine local school districts. To date, the program has served over 2,000 female Hispanic students and their mothers. Students are selected to participate in the intensive program after they have completed their 5th grade year. During the 6th grade, students participate in: 1) an open house and campus tour to get acquainted with faculty and students from all departments; 2) a career day where 40 professional women from a wide range of professions introduce the girls to career opportunities; 3) a leadership conference involving both lectures and ongoing community service and opportunities to assume leadership roles; and 4) a summer camp where the girls spend two days and one night on campus participating in academic and social activities. The program then provides ongoing activities, such as financial aid workshops, field trips to learn about careers, and programs to provide hands on computer training. (Westat, 1992) An evaluation utilizing focus groups conducted in 1994 found that the program has been successful in achieving its goal of increasing college aspirations and access by Hispanic females. Preliminary findings from current research show that compared to a control group, the students who were participating in this program had higher high school GPAs, were enrolled in more college preparatory classes, and had a lower rate of pregnancy. The institution has also aggressively pursued overall recruitment from local high schools. Its provisional admissions program and extensive articulation with neighboring El Paso Community December 23, 1997 9 Successful Institutional Strategies-DRAFT Santa Ana College-California This Hispanic Serving Institution (HSI) is located in Orange County, California. It is projected that the district's population will be 71 percent ethnic minority by the year 2000. To increase this community's access to postsecondary education, Santa Ana College (formerly Rancho Santiago College) utilizes a multiethnic, multilingual staff and multilingual materials in their extensive outreach activities. Through programs such as Kinder Caminata, children as young as kindergarten age visit campus to be introduced to the postsecondary experience. The institution also has collaborative projects with minority community groups and 12 school districts. During the academic year, 700-800 minority and low-income students from surrounding school districts visit Santa Ana College each week as part of their "College is My Future" program. Students tour the campus, visit classes and talk to faculty members. Another initiative called "Puente Project", which has a completion rate of 60 percent, offers writing instruction and counseling for Latino students. (Source: ACE, 1993; http://www.rancho.cc.ca.us) There are also a growing number of mentoring and early intervention programs, initiated by school districts or state education departments, whose purpose is primarily to increase educational attainment and decrease dropout rates. Such programs tend to involve partnerships with community organizations and/or institutions of higher education. Highlighted below are some illustrative examples of those early intervention programs involving partnerships with higher education. December 23, 1997 10 Successful Institutional Strategies-DRAFT Advancement Via Individual Determination (AVID) Early Identification Program, George Mason San Diego, CA University, Fairfax, VA AVID is a college preparatory program that focuses on This program seeks to increase the number of minority acceleration rather than remediation. The program aims to students entering college. It involves a partnership increase college enrollments among all students, but between George Mason University and three local school especially African American, Latino, Native American and districts, as well as several area corporations. Minority low-income students, and to restructure teaching students with academic potential participate in a summer methodologies of schools to provide college preparatory academic session at the university, and attend tutorial courses in high school. *Middle school students are also sessions at their high schools during the school year. encouraged to take courses.that will guide them toward a Approximately 300 eighth and ninth graders are served college preparatory currienlum. High school and college annually. The program maintains information on courses teachers jointly developed the curriculum. More than taken, grades, SAT scores and college application status of 30,000 students in almost 600 schools in 11 states are participants. The program reports a 71% retention rate and served by AVID. More than 92% of its graduates enroll in a 95% college-going rate. (Source: U.S. Department of college, with 89% remaining in college for more than two Education, 1997) years. (Source: U.S. Department of Education, 1997) Early Outreach HispanicsMath/Science Education Liberty Partnerships Program, New York State Initiative, University of Chicago College of Education This program's goal is totincrease the number of Latino Funded by the New York State Department of Education, students prepared to enter.college and professional careers, this program provides partnership grants to postsecondary through partnerships with the University of Illinois at institutions, community organizations, industry, and Chicago, Malcolm X College, two local high schools and schools/school districts to decrease the state's high school their feeder middle schools. Annually, about 175 students dropout rate. The partnership grants provide in grades 8 through 11 are served. To date, 81% of comprehensive services to at-risk students in grades 5-12, program participants have taken science and math courses including academic support; academic, personal and in high school, 100% have completed high school, and family counseling; and college advisement. The school 75% have gone on to college. (Source: U.S. Department of retention rate is about 98 percent. In 1996, the high school Education, 1997) graduation rate was about 92%, with 70% of the graduates aspiring to attend college. (Source: U.S. Department of Education, 1997) It is not enough to increase access to college for racial and ethnic minorities. Recent trends in minority students' educational attainment (as cited in ACE's Fifteenth Annual Status Report on Minorities in Higher Education) indicate that institutions must offer assistance to these students so that they stay in school and complete their academic programs. December 23, 1997 11 Successful Institutional Strategies-DRAFT Effective Institutional Strategies for Helping Students Stay in College Institutions recognize that their incoming students differ in their level of educational preparedness for the&college experience. Other potential barriers to success in the academy include differences in cultural orientations, financial impediments and family responsibilities, particularly for older students. In order to maintain institutional quality and provide assistance to under-performing students, institutions have devised numerous "helping strategies". Some of these strategies include: increasing faculty advisement, faculty mentoring, peer tutoring, faculty tutoring, establishing effective tracking systems to monitor student academic performance and attendance, special counseling to aid with personal and financial impediments to school achievement, and enhancement of campus climate. The objectives of many of these efforts can include: Maintaining institutional academic standards through the provision of extra assistance to students experiencing academic difficulties; Helping students persist in school to completion of their programs; Transmitting the expectation that all students can succeed if adequately supported in their educational endeavors. Following are some examples of programs in institutions that have successfully promoted minority student retention. December 23, 1997 12 Successful Institutional Strategies-DRAFT Boston College, Chestnut Hill, MA The AHANA (African-American, Hispanic, Asian and Native American) concept was first defined by Boston College in 1979 when students objected to the name "Office of Minority Student Programs" then used by the University, citing the definition of the minority as "less than." The AHANA concept has now been adopted in various forms at over 30 institutions. At Boston College, the Office of AHANA Student Programs (OASP) develops, implements and coordinates a variety of programs that support and enhance the academic performance of undergraduate AHANA students. These programs include activities such as tutorials, academic advising, personal and group counseling, performance monitoring, and career planning. The aim of these services is to help AHANA student to excel academically and to overcome feelings of alienation, isolation and loneliness. According the Director of OASP, the most important achievement has been the "complete reversal of a 17 percent retention rate in the late 1970s to a current retention rate of over 93 percent for the target group of students." This target group is served by the Options Through Education Transitional Summer Program (OTE). OTE is a pre-college enrichment program annually serving 50-60 educationally and financially disadvantaged AHANA students who are highly motivated, potential achievers. Students are chosen to participate in OTE by OASP staff reviewing applications of students who might otherwise not be able to attend Boston College. The average OTE student has an SAT score 400 points below the Boston College average. The intensive summer program familiarizes participants with Boston College's academic and administrative resources, strengthens their scholastic skills and acquaints them with the campus and surrounding community. During their four years at Boston College OTE students are provided support, and their progress is closely monitored with early feedback from faculty (Source: ACE, 1993; http://www.bc.edu). December 23, 1997 13 Successful Institutional Strategies-DRAFT Mount St. Mary's College, Los Angeles. Once a predominantly white, upper middle class institution, this college is now remarkably diverse as a result of changing area demographics. For undergraduates, the college offers both two-year associate in arts degrees on the downtown Doheny campus and four-year baccalaureate degrees on the Chalon campus in west Los Angeles. The alternative access program on the Doheny campus admits students who have low GPAs and poor test scores, but show potential for success in college as demonstrated through interviews. These students are often minority students who are the first in their families to attend colleges and must struggle with poverty, inadequate academic backgrounds and pressing family obligations. Approximately 68 percent of those who come as freshmen earn their associate degree in two years or transfer to a baccalaureate program. MSMC achieves such success by focusing on student success. Students are tested, academic weaknesses are analyzed, and learning prescriptions are devised by the Learning Resource Center. Faculty and administration believe it is their role to intervene when a student is in difficulty. In addition, its Institute for Student Academic Enrichment provides career, personal and financial counseling; provides tutoring for courses and graduate exams; sponsors cultural events and facilitates discussions about the events; and offers workshops on study skills and reading and writing improvement. (Sources: Sawchuk, 1991; Wilson, 1997; ACE, 1993) December 23, 1997 14 Successful Institutional Strategies-DRAFT Oklahoma City University Oklahoma City University (OCU) is a private, independent university with an FTE of 1,800. The Office of Hispanic, Asian and Native American Services (HANA) was established in 1981-1982 to serve this population, with special emphasis on the Native American population in the surrounding area. The school actively recruits Native American students through outreach programs and a variety of scholarships funded by Honda, Coca-Cola and individual endowments. Since the development of the HANA Office, Native American enrollment has increased from an average of 8 students per year to approximately 135 students per year. In addition to increasing enrollment, the school, through a variety of support programs such as counseling, tutoring, financial aid, off campus community service for credit, summer bridge programs, and the type of personal attention available at a small institution, has increased the graduation rate of HANA students to 45 percent (approximately the average for the entire student body). OCU's Native American Legal Resources Center enriches the opportunities of Native American students and students interested in pursing careers in American Indian Law. The Center fosters paralegal training and internships linked with the state's tribal governments. (http://www.okcu.edu) December 23, 1997 15 Successful Institutional Strategies-DRAFT The University of North Carolina System According to a study conducted by the Quality Education for Minorities Network (AACRAO, 1997) and funded by the National Science Foundation, North Carolina has outperformed other states in achieving proportional representation of minorities among four- year college graduates. Among the many successful retention strategies listed were the maintenance of Minority Affairs Offices, accessibility of faculty for academic advisement, peer study groups, peer tutoring and formal collaboration with business, state and professional organizations. As an example, the UNC at Charlotte provides a special student advising program in which peer tutoring and advising is offered to freshmen minority students. In addition, since 1986 the institution has been offering a special summer bridge program, University Transitional Opportunities Program (UTOP), to improve the retention rate of minority students. Participants are randomly selected from minority enrollees and participate in seven hours of coursework and co-curricular activities designed to introduce students to campus and community resources. In 1996, UTOP students achieved an average GPA near that of the majority population. (ACE, 1993) An indication that the state system has been actively pursuing minority student participation and retention is the selection of UNC-Greensboro (using peer nomination and College Board retention data) as one of four institutions for the study of successful retention practices. (Appel, et.al.) Effective Strategies for Teaching and Learning in a Diverse Institution In the previous stage in a diverse institution's life cycle, the focus is on adapting the students to the standards and culture of the institution. In the third stage, institutions adapt to their changing student bodies to capture the full educational potential. This involves changes in the academic essence of the institution - the curriculum, the pedagogy, and the assessment practices. Most institutions are at an "experimental stage" with regard to this level of diversity. There have been no known comprehensive evaluations of the educational benefits of diversity. Nevertheless, some strategies being pursued include: curriculum revision, particularly in the social sciences and humanities, where cultural perspectives significantly influence learning; increasing the diversity of faculty; altering pedagogical techniques to include more discourse, the representation of multiple perspectives, and the increasing recognition of multiple learning styles, such as a greater appreciation for the value of hands-on learning; and experimentation December 23, 1997 16 Successful Institutional Strategies-DRAFT with assessment techniques and instruments that more adequately capture multiple teaching and learning styles. The potential objectives addressed by such strategies include: To broaden and deepen learning experiences for all students; To provide a diverse faculty throughout all academic disciplines; and To transform the institution into a multicultural learning organization that provides superior academic experiences. Arizona State University ASU has been known for its early initiatives to improve access and retention by minorities. Project Prime, begun in 1987 in collaboration with the Educational Testing Service and the Hispanic Higher Education Coalition, seeks to reach underrepresented minorities while in high school, particularly those with an interest in math and science. (Westat, 1992) It also has a program to increase minority student retention known as the Coalition to Increase Minority Degrees. This initiative sponsors a math-science honors program for minority students which targets the production of 182 minority Ph.Ds per year in engineering, science and math by the year 2001 - a 400% increase over current levels. (Source: ACE, 1993) Richard Richardson cited by Wilson in October has developed a list of "Seven Principles of Good Practice", addressing the University's teaching and learning practices: Student-faculty contact Cooperation among students Active learning (hands-on) Prompt feedback, especially early warning of problems More time on task High expectations, and Diverse ways of learning. December 23, 1997 17 Successful Institutional Strategies-DRAFT Iowa State University-Ames, IA Beginning in the 1997-99 catalog, all undergraduate students are required to fulfill graduation requirements in two areas: U.S. Diversity and International Perspectives. The goal of these requirements is to help prepare students to meet the challenges of responsible citizenship and effective professional roles in a culturally diverse global community. The focus of the U.S. Diversity requirement is the multicultural society of the United States, and it aims to provide students with insights that enhance their understanding of diversity among people in the U.S. Courses designated to meet the ISU "U.S." requirement must address significant manifestations of human diversity with in U.S. society. Examples of courses that might meet this requirement include courses on the works of U.S. authors of a particular racial or ethnic group previously neglected in the curriculum or courses on the history of the civil rights movement in the United States. Students are required to take three credits of coursework in both U.S. Diversity and International Perspectives. (McTighe Musil, 1997; http://www.public.jastate.edu) Oregon State University-Corvallis, OR The Indian Student Affairs Office, once part of the Office of Multicultural Affairs, operates numerous programs that strive to enhance University awareness of American Indian students, faculty and staff, increase the number of American Indian students on campus, assist American Indian/Alaska Native students from the admission process on through their graduation, improve the quality of the education they receive while on campus, and provide resources for the development of a racially and ethnically relevant curriculum. Students are required to take a specified number of courses that have issues of diversity infused in them. To help faculty who were interested in infusing diversity into their current curriculum, the university provided voluntary seminars. Oregon State-Wide is a distance learning program run by the Office of Continuing Higher Education. Through this program, which is in its first year of operation, the University works with nine federally recognized tribes to develop curricula that incorporate each individual tribe's history and culture. (Source: ACE, 1993; http://www.osu.orst.edu) December 23, 1997 18 Successful Institutional Strategies-DRAFT Harvard University-Cambridge. MA In addition to its extensive efforts to recruit and retain minority students, Harvard undertakes a number of initiatives to encourage minority faculty development, and to diversify its curricula. The Graduate School of Education's Native American Program is designed to prepare Native Americans to fulfill positions of leadership in education and includes Native American leadership development in all disciples. In 1995, the program received a show of support from the president of Harvard and was named an inter-faculty initiative. The program works with all nine schools within Harvard to develop Native American related courses. In addition, the program administers a university-wide Native American recruitment initiative in collaboration with Harvard's admissions office. In 1995-96, Harvard's Native American enrollment increased 12 percent from the previous year and projections show that the 1996- 97 enrollment has increased another 8 percent. The Minority Postdoctoral Fellowship Program in the School of Public Health attempts to increase the representation of minorities available to fill faculty positions at other institutions, and the Kennedy School of Government sponsors several national leadership forums for African American and Hispanic public administrators. Harvard Medical School's Faculty Development and Diversity (FDD) initiative was created in January 1995 to connect the myriad of diversity initiatives underway at the medical school. FDD is committed to working toward increased faculty and trainee diversity by expanding recruitment efforts, supporting retention of underrepresented minority faculty and trainees, and helping overcome any barriers to promotion that exist for minorities and women. (Sources: ACE, 1993; http://harvard.edu). In the 1993 Sources there were few projects listed for curriculum, and no categories for teaching and learning. The few curriculum projects were generally targeted to serving minority students explicitly, i.e. not typically directed to enriching the curricular exposure of all students. As mentioned previously, this is a relatively new area of endeavor. Effective Strategies for Establishing Linkages with Employers Corporations are increasingly pursuing diversity initiatives due to the changing demographics of the work force, the growth of multinational enterprise and the changing nature of available jobs. There is also a growing recognition that "diversity skills" are an important December 23, 1997 19 Successful Institutional Strategies-DRAFT contributor to work quality and productivity. However, the academy has not tended to view "job placement" as one of its functions. Institutional-corporate linkages for the preparation and recruitment of workers with diversity skills have only recently been initiated. The Ford Foundation has developed an initiative to promote greater links between institutions and corporations. Called the "Campus Diversity Career Roundtable", this initiative has been sponsoring such roundtables to encourage greater dialogue and raise awareness. Both institutions and corporations have a lot to gain by this process: Institutions learn about the skills valued by corporations and what they see as the weaknesses in new recruits. Corporations:learn how institutions are preparing their students for participation in a diverse workforce. The Foundation has assembled a package of materials and protocols for schools to use in organizing these roundtables. A few other examples of institutionally initiated efforts to place their graduates with employers seeking diversity skills follow. University of Washington, Seattle The Minority Job Placement Program has two objectives. First, the program provides career guidance and job placement services such as counseling, resume and interview assistance, internships, and job referral programs to students. Second, the program works with employers to provide assistance to companies trying to diversify their workforce. The program develops methods, such as workshops and career days, for companies to communicate with minority students. Career day started in 1970 with 10 companies interested in engineering graduates and has grown to include 100 companies interested in graduates from all programs. In addition, the Program works with employers to develop internship programs, which often lead to full time employment after graduation for minority students. The Minority Education Division of the Graduate School participates in the Western and National Name Exchange, a consortium of 27 institutions that collects and exchanges the names of minority juniors and seniors annually. The primary purpose of this effort is to assist in graduate education recruitment. (Source: ACE, 1993) December 23, 1997 20 Successful Institutional Strategies-DRAFT University of Vermont, Burlington Notable for its early recognition of the value of a multicultural education to employers, the University's Graduate College promotes the professional development of "multicultural undergraduates". at the University and other institutions by securing funding for their graduate education and professional development as well as their post-graduate placement in significant positions in higher education. (Source: ACE, 1993) The foregoing examples of successful institutional practices in attaining and maintaining diversity provide-many useful guidelines for other institutions that may not be as advanced in their pursuit of diversity. However, much work remains in demonstrating the educational benefits of diversity. The research to date has not produced such empirically powerful evidence. What is required to answer these questions is cross-institutional, longitudinal research that can be generalized beyond'the individual institution and research on all students and their learning and subsequent outcomes. The study recently commissioned by the Department of Education begins to undertake this task. This work must be continued beyond the three-year span of the study and into the workplace, where certain important outcomes of diversity in higher education will be tested. December 23, 1997 21 Successful Institutional Strategies-DRAFT SOURCES CONSULTED Association of American Colleges and Universities, "Raising Our Standards: Diversity as a Catalyst for Excellence in Higher Education," A Draft Report from the American Commitments National Panel, October 1997. American Association of Collegiate Registrars and Admissions Officers, "Hopwood, Bakke and Beyond" Policy Summit, October 6-7, 1997, Washington, DC American Council on Education, Sources: Diversity Initiatives in Higher Education. , Office of Minorities in Higher Education, American Council on Education, Washington, DC, 1993. American Demographics, "American Diversity: What the 1990 Census Reveals", New York American Demographics, Inc., 1991 Appel, Morgan, et.al. The Impact of Diversity on Students: A Preliminary Review of the Research Literature. Association of American Colleges and Universities. (No Date). Astin, Alexander, "Diversity and Multiculturalism on the Campus: How are Students Affected?" in Change, March/April, 1993. Carter, Deborah J. and Wilson, Reginald, Minorities in Higher Education. 1996-97 Fifteenth Annual Status Report. American Council on Education, Washington, DC, April, 1997. Education Commission of the States, Achieving Campus Diversity: Policies for Change. National Task Force for Minority Achievement in Higher Education, December, 1990. Ford Foundation, "Campus Diversity Career Roundtable: How to Organize a Dialogue Between Corporate America and Higher Education on Their Shared Interest in Diversity Education, "Campus Diversity Public Information Project, 1997. Harvard University - The Civil Rights Project and the Tomas Rivera Policy Institute, "The Latino Civil Rights Crisis: A Research Conference" Washington, DC, December 5, 1997. Richardson, Richard C., Jr. and Skinner, Elizabeth Fisk, Achieving Quality and Diversity: Universities in a Multicultural Society. Sponsored by the National Center for Postsecondary Governance and Finance, and American Council on Education. New York: Macmillan Publishing Co., 1991. Sawchuck, Mariette T. Access and Persistence: An Educational Program Model. Prism Publishing of Mount St. Mary's College: Los Angeles, CA., 1991. Stringer, Donna, President Executive Diversity Services, Inc., Presentation on Status of Diversity Initiatives in Corporations, at ACE, AAC&U and Ford Foundation conference, Sixth Conference on Educating One-Third of a Nation, October 16-17, 1997, Miami, Florida December 23, 1997 22 Successful Institutional Strategies-DRAFT Westat, Inc. Reaching for College: Volume 1: Directory of College-School Partnerships., sponsored by the U.S. Department of Education, Office of Policy and Planning, December, 1992. Wilson, Reginald, "Creating Pluralistic Campuses: Assessing, Planning, and Facilitating Change" at American Council on Education, Association of American Colleges and Universities and the Ford Foundation's Campus Diversity Initiative, "Educating One-third of a Nation VI: Diversity, Opportunity and American Achievement" October 16-18, 1997. U.S. Department of Education, "Summary of Mentoring and Early Intervention Programs,' ""1997 December 23, 1997 23