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Meeting Briefing

Accreditation Strategy & Assessment Planning

DEAC / Middle States Accreditation Roadmap
Date May 5, 2026
Participants David Valdez, Sal, Matos (Consultant)
Topic DEAC / Middle States Accreditation Roadmap
Next Meeting Week of May 12, 2026
Executive Summary
This meeting focused on charting a realistic path to accreditation candidacy for the institution. The consultant (Matos) provided a frank timeline update, introduced the Assessment Manual as the cornerstone document of the process, outlined the three core policies being drafted, and walked through what the Middle States pre-application process looks like. The key takeaway: candidacy by end of 2026 is not possible — the earliest realistic milestone is March 2027.
Key Findings

Timeline Reality Check

  • Accreditation candidacy (DEAC or Middle States) cannot be achieved before end of 2026.
  • The process requires a Candidacy Assessment Report (CAR), a site visit, and a commission meeting.
  • Earliest possible candidacy status: March 2027 — and only if the CAR is near-perfect.

The Assessment Manual is the Foundation

  • Matos described the Assessment Manual as the "Bible of the institution."
  • It drives the strategic plan, which proves to accreditors that the institution meets its mission.
  • The document took approximately 5 hours to draft; additional exhibits are being held back to avoid overwhelm.
  • Both David and Dr. Avis have review assignments — but clarification is needed on which Appendix A applies.

Middle States is the Preferred Path

  • Matos leaned toward Middle States over DEAC as the better long-term fit for this institution.
  • The inquiry form will not be submitted until Ryan confirms the financial situation.
  • The pre-applicant visit will likely take only half a day given the institution's small size.

Three Core Policies Being Drafted

  • Curriculum Review Policy — assigned to Dr. Avis for review.
  • Policy on Policies and Procedures
  • Budget Process Policy

These replace full manuals (excessive for a 14-student institution) and will anchor the Assessment Manual and strategic plan.

Assessment Cycle Closure Required

  • Both DEAC and Middle States require a closed assessment cycle with prior-year and current-year data.
  • The August 1st deadline was set precisely to allow this cycle to close before the application is submitted.
Middle States Application Process Overview
  • Inquiry form submitted online (Matos manages the login/portal access).
  • Pre-applicant application submitted — Matos's team can assemble this in approximately one day.
  • Part 1 of the application: ~3 documents (enrollment, programs, faculty, projected budget).
  • Part 2 (eligibility requirements): ~6 items including retention, placement, and graduation rates.
  • Initial fee covers the review fee and travel expenses for the visiting team.
  • Site visit: estimated half-day for this institution due to its small size.
  • Mock visit conducted by Matos's team (includes a Middle States evaluator) before each real visit.
Action Items
Who What When
David Study the Assessment Manual thoroughly
⚠️ CLARIFICATION NEEDED: Matos must confirm which Appendix A applies (DEAC or Middle States) before this review begins.
Week of May 12
David Begin filling in Appendix A (even if incomplete)
⚠️ CLARIFICATION NEEDED: Same as above — which accreditation track does this Appendix A belong to?
Week of May 12
Dr. Avis Review the Curriculum Review Policy document Week of May 12
Matos Confirm which Appendix A applies (DEAC or Middle States) ASAP
Matos Send Middle States inquiry form link When ready
Matos Finalize Budget Process Policy This month
Matos Add remaining exhibits to Assessment Manual Ongoing
Matos Share assessment circle/model graphic Next meeting
All Await Ryan's response on funding Pending
Decisions & Open Questions

Decisions Made

  • Middle States preferred over DEAC for long-term strategic fit.
  • Policies will replace full manuals, given the institution's current size.
  • No changes to the academic calendar until a new catalog and assessment cycle are in place.
  • Curriculum Review Policy review is assigned to Dr. Avis, not David.

Open Questions

  • Will Ryan approve the funding needed to proceed with the application?
  • What will the final academic calendar look like for the upcoming year?
  • When will Matos share the assessment circle/model graphic?
  • Which Appendix A is being referenced — DEAC or Middle States? Must be confirmed by Matos.
David's Response — Deadline Concern

Matos,

Thank you for sending over the Assessment Manual and Appendix A. I truly appreciate the time and effort you have put into this — it is clear this is a comprehensive and foundational document for the institution.

However, I want to respectfully address the expectation that I come fully prepared to discuss and complete this material by tomorrow, May 6th. I received these documents today, May 5th. A 24-hour turnaround to study, internalize, and begin responding to a document of this significance is not a realistic or reasonable expectation — and I want to be transparent about that rather than come to our meeting underprepared and do the process a disservice.

To engage with this properly — as it deserves — I am requesting that we allow at least one week from the date I received the documents before we reconvene to work through them in depth. This will allow me to give the Assessment Manual the attention it requires, begin working through Appendix A thoughtfully, and come to our next session as a more informed and productive partner in this process.

I am fully committed to this accreditation journey and want to do it right. Meeting a deadline that was set before I even had the materials is not the appropriate or professional way to approach this process.

Please let me know your availability for a meeting during the week of May 12th so we can reschedule accordingly.

Thank you for your understanding.

Best regards,
David Valdez
iNova

Next Meeting: Week of May 12, 2026 (Requested) — David has requested the May 6 meeting be rescheduled to allow adequate time to review the Assessment Manual and Appendix A, which were received for the first time on May 5th. Matos must also confirm which Appendix A (DEAC or Middle States) applies before any review can begin.