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					The Higher Education Opportunity
  Act (HEOA) and New IPEDS
           Reporting

           J. Keith Brown
             INAIR 2009
           March 26, 2009
                    Purpose
Ø Race/Ethnicity Reporting
Ø Impact of HEOA on federal reporting
  requirements
  ü Changes implemented in 2008-09
  ü Changes to be implemented in the near future
Ø Net Price of Attendance for College Navigator
  ü “Watch lists”
Ø Multi-year Tuition Calculator
Ø Net Price Calculator
RACE/ETHNICITY
                   Overview
Ø In October, 2007, the U.S. Department of
  Education published Final Guidance on
  Maintaining, Collecting, and Reporting Racial
  and Ethnic Data to the U.S. Department of
  Education.
Ø Guidelines published in Federal Register
  implement 1997 OMB standards
                  Guidelines
Ø The guidelines involve two separate issues:
   üCollection of Race/Ethnicity data by
    institutions
   üReporting of aggregate data to the US
    Department of Education.
         Institution Wide Format

Ø Institutions must use a two-question format:
  ü Question 1: is the respondent Hispanic/Latino?
  ü Question 2: is the respondent from one or more races
    from the following list:
      v American Indian or Alaska Native
      v Asian
      v Black or African American
      v Native Hawaiian or Other Pacific Islander
      v White
           2-Question Format

Ø One example of the new format is available at:
  http://nces.ed.gov/statprog/2002/std1_5.asp
Ø Ethnicity question must come first
Ø Race selection question must read “one or
  more” and may not read “all that apply”
                 Additionally…

Ø Standards call for self-identification of
  race/ethnicity
Ø Department of Education encourages
  institutions to allow current students and staff to
  re-identify their race and ethnicity
       Optional Reporting Formats
Ø During optional reporting period, IPEDS will
  allow these reporting formats:
  ü Exclusively use seven new race/ethnic categories for
    everyone at the institution
  ü Exclusively use current five race/ethnic categories for
    everyone at the institution
  ü Use "mixed reporting" - current categories for some
    individuals and new categories for others
Reporting Aggregate Data Categories
        New Reporting Categories
Ø Reporting using new race/ethnic categories will
  be voluntary during the 2008-09 and 2009-10
  Collection Years for all 5 relevant IPEDS
  components:
  ü Fall Enrollment
  ü Human Resources
  ü Completions
  ü 12-Month Enrollment
  ü Graduation Rates
        New Reporting Categories
Ø Reporting using new race/ethnic categories
  during the 2010-11 Collection Year will be:
  ü Mandatory for
     v Fall Enrollment
     v Human Resources
  ü Optional for
     v Completions
     v 12-Month Enrollment
     v Graduation Rates
        New Reporting Categories
Ø Reporting using new race/ethnic categories
  during the 2011-12 Collection Year and beyond
  will be Mandatory for all 5 relevant IPEDS
  components :
  ü Fall Enrollment,
  ü Human Resources,
  ü Completions,
  ü 12-Month Enrollment, and
  ü Graduation Rates
           Preparing for Fall 2010

Ø Assess the college “landscape”
Ø Develop an implementation strategy
Ø Develop a reporting strategy
Ø Spread the word
        Assess the College “Landscape”
Ø Where is race/ethnicity data collected
  ü Internal sources
  ü External sources
Ø What reports use race/ethnicity data
  ü Internal
  ü External mandated
  ü Other external
Ø What “canned” programs use race/ethnicity data
Ø Who uses race/ethnicity data
      Develop an Implementation Strategy
Ø Who should be involved
   ü Registrar, Human Resources, Financial Aid Office, IR Office,
     etc.
Ø Calendar for implementation
   ü Printing of forms, revision of “canned programs”, modification of
     database, etc.
Ø Map or Resurvey
   ü Current students
   ü Students who have left the institution
   ü Faculty and Staff
    Develop an Implementation Strategy
Ø Collection
  ü Identifying non-resident alien
  ü Subcategories
Ø Storage of information
  ü 6 binary fields
  ü 7th field for federal reporting
  ü Detailed alpha code
        Develop a Reporting Strategy
Ø Federal reporting
Ø Non-federal reporting
  ü Use federal guidelines
  ü Use “maximum rule”
  ü Use “trumping rule”
Ø Trend Reports
             Spread the Word

Ø Raise awareness of faculty and staff
Ø When and how to communicate changes to
  students
QUIZ
                Question 1
When collecting race/ethnicity data, can you use
the choice of “other”?
                        Question 1
When collecting race/ethnicity data, can you use
the choice of “other”?

Yes and No…for primary categories you cannot use “other”, but if
collecting data on subcategories it is permissible to use “other” as a
subcategory
                Question 2

Hispanic/Latino trumps all other categories in
the federal reporting of race/ethnicity…true or
false.
                      Question 2
Hispanic/Latino trumps all other categories in
the federal reporting of race/ethnicity…true or
false.

FALSE….non-resident alien trumps race/ethnicity, then
Hispanic/Latino
                Question 3

Can a college add a third question asking a
respondent to indicate their preferred primary
race/ethnicity category?
                      Question 3

Can a college add a third question asking a
respondent to indicate their preferred primary
race/ethnicity category?

Yes, however this question cannot be used in federal reporting….it
would be for local reporting only.
               Question 4

How should an individual from Portugal or Spain
respond to the Hispanic/Latino question?
                       Question 4

How should an individual from Portugal or Spain
respond to the Hispanic/Latino question?

From Spain, the individual would respond “yes”; from Portugal, the
individual would respond “no.”
                         AIR Resources
Ø   Web site (http://www.airweb.org/raceethnicity.html) developed by AIR Research
    Fellow, Peggye Cohen which includes:
     ü Webinars
          v Changes to Race/Ethnicity Reporting in IPEDS, by Jan Plotczyk
          v Implementing New IPEDS Race/Ethnicity Standards in
            Postsecondary Institutions, by members of AIR R/E task force
     ü   Presentations, Papers, and More
     ü   Links to relevant sites
     ü   Race/Ethnicity FAQ
     ü   Race/Ethnicity BLOG
            Other Resources

üAIR IPEDS Training Web site
üIPEDS Race/Ethnicity Info Center
 (http://nces.ed.gov/IPEDS/reic/resource.asp)
üSHEEO website (http://www.sheeo.org/ipeds/race-
 eth-home.htm)
üIPEDS Help Desk
üJust to name a few…
QUESTIONS??
   Changes resulting from the
Higher Education Opportunity Act
         HEOA Reauthorization
Ø Was signed into law 8/14/08
Ø Contains many provisions that will have an
  impact on IPEDS reporting
     Consumer information items
Ø Some must be on College Navigator within 1
  yr
  ü Mandatory items for 2008-09 IPEDS
Ø Some have longer time line for
  implementation
  ü Net price
  ü Multi-year tuition calculator
HEOA: Consumer Info Already in IPEDS
 Ø Mission statement
 Ø Admissions data
 Ø Pricing data
 Ø Completions/top areas of study
 Ø Enrollment data by status, level, gender,
   R/E; transfer-in data
 Ø Residency/migration data
 Ø Retention rates
 Ø Graduation rates
HEOA additional 1-yr items

        Mandatory
   for 2008-09 IPEDS
    Institutional Characteristics (IC)
Ø Check-box item: Indicate which of the following
  alternative tuition plans are offered by your
  institution:
  ü Tuition guarantee
  ü Prepaid tuition plan
  ü Tuition payment plan
  ü Other (describe in Caveat box)
  ü None of the above
Ø A caveat box was provided for additional
  contextual information
             New Glossary terms
Ø Tuition guarantee: A program where the institution
  guarantees, to entering first-time students, that tuition
  will not increase for the years they are enrolled.
  These guarantees are generally time-bound for four
  or five years.
Ø Prepaid tuition plan: A program that allows students
  or their families to purchase college tuition or tuition
  credits for future years, at current prices.
Ø Tuition Payment Plan: A program that allows tuition
  to be paid in installments spread out over an agreed
  upon period of time, sometimes without interest or
  finance charges.
             Institutional Identification
Ø Instructions added to the current item for reporting
  institution's website address:
Ø Webpage must contain the following information, or links
  to this information from that page:
   ü Student activities offered by the institution
   ü Services offered by the institution for individuals with disabilities
   ü Career and placement services offered by the institution to
     students during and after enrollment
   ü Policies of the institution related to transfer of credit from other
     institutions
Ø Institutional Identification page is available for updating
  during ALL collections
              Fall Enrollment – 4yr
Ø Data for calculating student-to-faculty ratio
  (modeled on CDS I-2)
   ü FT students
      v Minus # in graduate, professional programs
   ü PT students
      v Minus # in graduate, professional programs
   ü Add FT + 1/3 PT to get FTE
   ü Do same for instructional staff
   ü Ratio = FTE students / FTE instructional staff
   ü Displayed as xx:1
   ü Students from Pt A EF, instr staff from EAP
            Fall Enrollment – <4yr
Ø Data for calculating student-to-faculty ratio (CDS
  I-2)
  ü Add FT students + 1/3 PT students to get FTE
  ü Do same for instructional staff
  ü Ratio = FTE students / FTE instr staff
  ü Displayed as xx:1
  ü Students from Pt A EF, instructional staff from EAP
       Student Financial Aid (SFA)
Ø All items previously mentioned that were to have
  been optional in 2008-09 are now mandatory
Ø New items:
  ü Total grant aid $ award to all undergrads
  ü Total # of all students who received Pell grant
Ø Clarification: # of cohort students who received
  any financial aid now includes Federal Work
  Study
            Supplemental Survey
Ø 2 parts
  ü Students with disabilities
  ü 100%, 150%, 200% graduation rates
Ø In 2009-10 and beyond:
  ü Disabilities question will be on the IC form.
  ü Graduation rate data will be collected separately in a
    new “GRS200” component.
    Supplemental Survey– Disability
Ø % of all undergrads enrolled in fall 2008 who are
  formally registered with the office of disability
  services (or the equivalent office) at your
  institution as students with disabilities:
  ü 3 percent or less
  ü If more than 3 percent: _____%
  Supplemental Survey Grad Rates – 4-yr
Ø 2000 bachelor’s cohort
   ü Adjusted cohort
      v preload
   ü # completed bachelor’s in 4 yrs or less
      v preload – system calculates 100% rate
   ü # completed bachelor’s in 6 yrs
      v preload – system calculates 150% rate
   ü # completed bachelor’s in 8 yrs
      v reported – system calculates 200% rate
Ø Data for this cohort originally reported in 2006-
  07
 Supplemental Survey Grad Rates – <4-yr
Ø 2004 cohort
   ü Adjusted cohort – preload
   ü # completed program in 100% of normal time
      v Reported -- system calculates 100% rate
   ü # completed program in 150% of normal time
      v Preload -- system calculates 150% rate
   ü # completed program in 200% of normal time
      v Reported -- system calculates 200% rate
Ø Data for this cohort originally reported in 2007-
  08
QUESTIONS??
HEOA with longer time line for
     implementation
  Net Price of Attendance for College
               Navigator
Ø Provide tranparency of college tuition for
  consumers
Ø Used for accountability
   ü “Watch lists”
Ø Must be posted on College Navigator beginning
  July 1, 2010
Ø Requires new data elements in 2009-10
Ø Net price by five income categories
Calculation of Net Price of Attendance
             Some Considerations

Ø For public institutions, in-state (in-district) cost of
  attendance will be used
Ø For program reporters, the cost of attendance
  for the largest program will be used
Ø Weighted cost of attendance by living
  arrangements
Ø Grant aid that is awarded and accepted
 Disaggregation for Title IV Recipients
Ø Cohort is first-time, full-time Title IV-aided
  students
Ø Net price reported by income categories
   ü $0-30,000
   ü $30,001-48,000
   ü $48,001-75,000
   ü $75,001-110,000
   ü $110,001 and more
Ø Income level determined by Adjusted Gross
  Income as reported on FAFSA
        New Data Elements: Net Price
Ø Collect four years of cost of attendance data
Ø Total grant aid awarded to and accepted by all first-time, full-time
  undergraduates from federal, state and institutional sources
    ü For public institutions only include students paying in-state (in-district) rates
    ü For program reporters only include students in the largest program
Ø Unduplicated count of first-time, full-time undergraduates receiving
  grant aid from federal, state and institutional sources
    ü For public institutions only include students paying in-state (in-district) rates
    ü For program reporters only include students in the largest program
Ø Count of these first-time, full-time undergraduate grant aid recipients
  living:
    ü   On-campus
    ü   Off-campus with family
    ü   Off-campus not with family
    ü   Unknown (calculated)
   New Data Elements: Title IV Recipients
Ø Total grant aid awarded to and accepted by all first-time,
  full-time Title-IV aid undergraduates from federal, state
  and institutional sources by income level
   ü For public institutions only include students paying in-state (in-district)
     rates
   ü For program reporters only include students in the largest program
Ø Unduplicated count of all first-time, full-time Title-IV aid
  undergraduates from federal, state and institutional
  sources by income level
   ü For public institutions only include students paying in-state (in-district)
     rates
   ü For program reporters only include students in the largest program
College “Affordability and Transparency” Lists
1) Highest tuition and fees (top 5%)
2) Highest percentage increases in tuition and
   fees (top 5%)
3) Highest average net prices (top 5%)
4) Highest percentage increases in average net
   price (top 5%)
5) Lowest tuition and fees (bottom 10%)
6) Lowest average net price (bottom 10%)
College “Affordability and Transparency” Lists
Ø Published for each of nine sectors
Ø Penalty for appearing on any of the “top 5%”
  lists
   ü First year
   ü Two or more years
Ø Exempts from the list and reporting
  requirements institutions with an increase of less
  than $600
               Timeline for Net Price
Ø July 1, 2010: Display on College Navigator
   ü 3 years of average net price
   ü One year of net price data for Title IV recipients by
     income level
Ø July 1, 2011: Display “College Affordability Lists”
  on College Navigator
Ø July 1, 2013: Display on College Navigator
   ü 3 years of net price data for Title IV recipients by
     income level
Ø TRP report:
   ü https://edsurveys.rti.org/IPEDS_TRP/documents/TRP_25_20081028.pdf
QUESTIONS??
 Multi-year Tuition and Required Fees Calculator
Ø “Estimate the amount of tuition and fees an
  individual may pay to attend an institution of
  higher education in future years”
Ø Must be available on College Navigator by
  August 14, 2009
Ø IPEDS currently collects most of the data
  elements needed
  Requirements of a Multi-year Calculator
Ø Allow user to select institution(s)
Ø Calculate tuition and fees for each year of normal
  duration of a program
Ø Use as a base the tuition and fees for the most recent
  year
Ø Determine estimated annual percentage change based
  on the most recent three years
Ø Allow user to specify an estimated annual percentage
  change
Ø Generate estimates based on tuition guarantee plan, if
  applicable
Ø Includes disclaimers
       Recommendations from TRP
Ø Do not allow comparison between academic
  year reporting institutions and program reporting
  institutions
Ø Provide disclaimer that the output reflects typical
  tuition and fees
Ø Forecast should be for a maximum of five years
  from current data available
Ø Provide context boxes in IC for institutions use
 New IPEDS Data Elements: 2009-10
Ø Collect 4 years of cost of attendance data (as
  discussed under Net Price)
Ø Add a check box to IC to indicate if a tuition
  guarantee program applies to the tuition and
  fees being reported
Ø Break out tuition and required fees separately in
  the price of attendance section
QUESTIONS??
            Net Price Calculator

“…to help current and prospective students,
  families, and other consumers estimate the
  individual net price of an institution of higher
  education for a student. The calculator shall be
  developed in a manner that enables current and
  prospective students, families and consumers to
  determine an estimate of a current or
  prospective student’s individual net price at a
  particular institution.”
            Net Price Calculator
Ø Not required for College Navigator
Ø Does not include IPEDS data collection
Ø By August 2009, NCES must develop a
  template of a calculator
Ø By August 2011 each postsecondary institution
  must post a net price calculator on its website
                   Requirements
Ø Must be posted on the college website
Ø Must use institutional data to provide estimated net price
  information customized to the characteristics of the
  individual student
Ø May use the federal template
Ø May use some other net price calculator so long as it
  includes “at a minimum the same data elements” found
  in the federal template.
Ø Must calculate price using: price of attendance minus
  grant aid. Does allow for modification to the definition of
  the elements in order to better estimate price.
Ø Must include disclaimer
         TRP Recommendations
Ø Minimum set of elements an institution would be
  required to include as inputs and outputs
Ø Focus on estimates for full-time undergraduate
  students
Ø Users be asked eight questions to establish
  dependency status, cost of attendance and
  approximated expected family contributions
              TRP Recommended Inputs
User Inputs for Department Template
(Minimum Input Data Elements for Institutionally Developed Calculators)
1. Age (those 24 and older do not receive questions 2 and 3)
2. Marital Status
3. Number of Children
                Dependent                                   Independent
4. Number in family                          4. Number in family
5. Number in college                         5. Number in college
6. Parent’s income                           6. Household income
7. Living status (as applicable):
     -on-campus
     -off-campus with family
     -off-campus not with family
8. Residency status (as applicable for tuition purposes):
    -Eligible for in-state tuition
    -Eligible for in-district tuition
    -Eligible for out-of-state tuition
             TRP Recommended Outputs
Calculator Outputs for Department Template
(Minimum Output Data Elements for Institutionally Developed Calculators)
•   Estimated total price of attendance:
      -Estimated tuition and fees
      -Estimated Room and Board
      -Estimated Books and Supplies
      -Estimated Other Expenses (including personal expenses and
       transportation)
2. Total estimated grant aid (includes both merit and need based aid)*
3. Estimated net price (price of attendance minus grant aid)*
*The panel suggested that estimated grant aid and estimated net price be provided as a range (rounded
to thousands), and that NCES provide guidance on the appropriate size of the range.
   TRP Recommendation of Functionality
Ø Based on data input by student, the calculator
  will:
  ü Estimate student’s dependency status
  ü Approximate EFC
  ü Determine price of attendance
Ø “Look up” the average net price for a student
  meeting the same criteria in data tables
Ø Note: an institution that uses the Department
  template will need to populate the “look up”
  tables behind the calculator with its own data
                        For More Information
Ø TRP Report can be found at:
https://edsurveys.rti.org/IPEDS_TRP/documents/ReportandSuggestions_IPEDS_TRP26_09-02-27.doc



Ø Comment period open until March 31, 2009
QUESTIONS??
            Acknowledgements
I would like to thank the following for their
contributions to this presentation:

ü Janice Kelly-Reid, RTI, International
ü Laura Knapp, RTI, International
ü Jamie Isaac, RTI, International
ü Elise Miller, NCES
ü Jan Plotczyk, NCES
                            J. Keith Brown
Associate Vice President for Research and Performance Management
                   NC Community College System
                 brownk@nccommunitycolleges.edu
                           (919) 807-6979

				
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