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IPEDS Workshop2009 SHEEO/NCES Network ConferenceMay 19-22, 2009New Orleans LANational Center for Education StatisticsSHEEO/NCES 20091Agenda2008-09 UpdateHEOA UpdateNet Price Calculator Requirements and Template2009-10 Proposed Changes to IPEDSReview of Race/Ethnicity ReportingTRP UpdateHelp Desk UpdateAIR Training UpdateNPEC and IPEDS R&D UpdateNPEC Working Group on HEOA DisclosuresNPEC Working Group on IPEDS GRSData Use ToolsNational Center for Education StatisticsSHEEO/NCES 200922008-09 Update

SHEEO/NCES 2009National Center for Education Statistics333It was a hectic yearHEOA was signed into law last August New mandatory items in IPEDS for 2008-09 that needed OMB clearance3 TRPs for other HEOA requirementsFirst optional year for new race/ethnicity and for the new, aligned finance formsIntroduced the new advanced degree categories as optionalNational Center for Education StatisticsSHEEO/NCES 20094 with some bright spotsLuckily, we filled 2 vacant survey director positionsAnd were fortunate to have 3 AIR postdoc fellows working on IPEDS issues2007-08 Winter & Spring data were released to the public almost 2 months earlyLast fall we released a greatly improved Executive Peer ToolAnd last month, we launched the new IPEDS website AND new IPEDS Data CenterNational Center for Education StatisticsSHEEO/NCES 20095 and some funny outcomesWe introduced follow-up opt-out because of the many complaints about the follow-up emails from KHsSign ups: 12 in Fall, 2 in Winter, 1 in Spring

National Center for Education StatisticsSHEEO/NCES 20096Reporting ComplianceReporting IPEDS is mandatory for all institutions with PPA with US Dept of ED for Title IV federal student financial aidPenalties for noncompliance includeFine of up to $27,500 per violationInstitutions eligibility to participate in Title IV programs can be suspendedInstitutions have only one opportunity for special post-collection help

National Center for Education StatisticsSHEEO/NCES 200977FSA Noncompliance Actions: Institutions Fined, Warned882008-09 Nonresponse:# of InstitutionsIC = 5C = 7E12 = 8HR = 11

EF = 20+GRS = 13+SFA = 26+F = 26+SS09 = 15+Total institutions = 39+National Center for Education StatisticsSHEEO/NCES 20099Higher Education Opportunity Act(HEOA)SHEEO/NCES 2009National Center for Education Statistics10HEOAHigher Education Opportunity Act of 2008 (PL 110-315)Was signed into law 8/14/08Contains many provisions that have had and will have an impact on IPEDS reportingContains mandates for making consumer information available through College Navigator website and institutions websiteNational Center for Education StatisticsSHEEO/NCES 200911HEOA MandatesConsumer items on College NavigatorNet PriceCollege Affordability ListsNet Price CalculatorMulti-year Tuition CalculatorState Higher Education Spending ChartsNational Center for Education StatisticsSHEEO/NCES 200912HEOA College Navigator Timeline8/14/09Consumer information itemsMulti-year tuition calculatorState spending chart (?)7/1/10 3 yrs of average net price1 yr of average net price disaggregated by income7/1/11College Affordability Lists7/1/133 yrs of average net price disaggregated by incomeNational Center for Education StatisticsSHEEO/NCES 20091313More HEOA Dates8/14/09NCES makes Net Price Calculator template available to institutions8/14/11Institutions must post Net Price Calculator on their websites

National Center for Education StatisticsSHEEO/NCES 200914Consumer Info Already in IPEDSMission statementAdmissions dataPricing data Completions/top areas of studyEnrollment data by status, level, gender, R/E; transfer-in dataResidency/migration dataRetention ratesGraduation ratesNational Center for Education StatisticsSHEEO/NCES 20091515Items added in 2008-09Alternative tuition plans offeredStudent-to-faculty ratioStudent financial aid:Total grant aid $ award to all undergradsTotal # of all students who received Pell grantStudents with disabilities100%, 150%, 200% graduation rates

National Center for Education StatisticsSHEEO/NCES 200916Items added for 2009-10Needed for calculation of institutional net priceNeeded for multi-year tuition calculatorDetails to followNational Center for Education StatisticsSHEEO/NCES 200917Net Priceto help current and prospective students, families, and other consumers estimate the individual net price of an institution of higher education for a studentNational Center for Education StatisticsSHEEO/NCES 200918Calculation of Net PriceFormula will be used for College Navigator College Affordability Lists Net Price Calculator

National Center for Education StatisticsSHEEO/NCES 200919Institutions cost of attendance for FTFT studentsTotal need-based grant aid awarded to FTFT studentsTotal merit-based grant aid awarded to FTFT studentsNumber of FTFT students receiving such aidCalculation of Net Price20HEOA DefinitionsCost of attendance average annual cost of tuition and fees, room and board, books, supplies, and transportation

Total amount of need-based and merit-based grant aidgrants from federal, state, and institutional sources

National Center for Education StatisticsSHEEO/NCES 200921College Affordability ListsNCES must post to College Navigator by 7/1/116 lists for each of 9 sectorsHighest tuition and fees (top 5%) Highest percentage increases in tuition and fees (top 5%) Highest average net prices (top 5%) Highest percentage increases in average net price (top 5%) Lowest tuition and fees (bottom 10%) Lowest average net price (bottom 10%)

National Center for Education StatisticsSHEEO/NCES 200922Net Price CalculatorBy 8/14/11, institutions must provide net price calculator on their websitesMust use institutional dataMust provide estimated net price customized to characteristics of individual studentsNCES is developing a template that institutions may use will be available 8/14/09Institutions may use calculator developed by NCES or one developed by institution, as long as it contains, at a minimum, the same data elementsNational Center for Education StatisticsSHEEO/NCES 200923Net Price TemplateWill focus on full-time undergraduate students

National Center for Education StatisticsSHEEO/NCES 200924Inputs8 questions to establish:Students dependency statusCost of attendanceApproximated expected family contribution (EFC)National Center for Education StatisticsSHEEO/NCES 200925User 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 DependentIndependent4. Number in family 4. Number in family5. Number in college5. Number in college6. Parents income6. Household income7. Living status (as applicable at the institution; e.g., if campus does not have on-campus living options, it need not be included below): on-campus off-campus with family off-campus not with family8. Residency status (as applicable at the institution; e.g., if campus does not charge in-district or in-state rates, it need not show this input) Eligible for in-state tuitionEligible for in-district tuition Eligible for out-of-state tuitionNational Center for Education StatisticsSHEEO/NCES 200926User InputsPurpose1. Age Used to estimate dependency status for use in EFC approximation*2. Marital status 3. Number of children DependentIndependent4. # in family 4. # in familyUsed for EFC approximation*5. # in college5. # in college6. Parents income6. Household income7. Living statusUsed to estimate cost of attendance8. Residency status* Template documentation will include the decision structure for using these questions to determine dependency status and approximated EFC. Institutions that collect only these 8 input variables should use this methodology.National Center for Education StatisticsSHEEO/NCES 200927Calculator Outputs for Department Template [Minimum Output Data Elements for Institutionally Developed Calculators]Estimated total price of attendance:Estimated tuition and feesEstimated Room and BoardEstimated Books and SuppliesEstimated 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)** TRP 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.National Center for Education StatisticsSHEEO/NCES 200928Look Up TablesUsing inputted data, calculator will estimate the students dependency status, approximate EFC, and price of attendanceIt will then look up the average net price for a student meeting the same criteria in data tablesLook-up tables will function in the background of the calculator, and will not be visible to calculator usersNet price calculator will not use IPEDS data or data collected by NCESNational Center for Education StatisticsSHEEO/NCES 200929Look Up TablesInstitutions will provide the data to populate the look up tablesEach cell will contain the average price of attendance or grant aid for current students in the given row and columnInstitutions may only have EFC information on current students who filed FAFSAOther students for which EFC data are missing can be omitted or averaged in with the top EFC group (>$20,000)

National Center for Education StatisticsSHEEO/NCES 200930Price of Attendance Look Up TablePrice of attendanceIn-district In-state Out-of-state OnOff with parentsOff on ownOnOff with parentsOff on ownOnOff with parentsOff on ownTotal????X*????Tuition & required fees????X1????Room & board????X2????Books & supplies????X3????Other (transpor-tation, personal)????X4????National Center for Education StatisticsSHEEO/NCES 200931Total Grant Aid Look Up TableEFCIn-district In-state Out-of-state OnOff with parentsOff on ownOnOff with parentsOff on ownOnOff with parentsOff on own$0?????????$1,000-2,500?????????$2,501-5,000?????????$5,001-10,000?????????$10,001-15,000?????????$15,001-20,000????Y????>$20,000?????????National Center for Education StatisticsSHEEO/NCES 200932OutputEstimated Total Price of Attendance:XEstimated Tuition and feesX1Estimated Room and BoardX2Estimated Books and SuppliesX3Estimated Other Expenses X4 (personal expenses, transportation, etc.) Estimated Total Grant Aid:YEstimated Net Price: X YNational Center for Education StatisticsSHEEO/NCES 200933NotesInstitution calculators may show additional detail, such as elements of grant aid, but not requiredTemplate will include room for context notesInstitutions may want to display notes as well

National Center for Education StatisticsSHEEO/NCES 200934More TRP suggestionsTemplate documentation should provide information about how to deal with missing data, small cellsCalculators should include prominent disclaimer that calculated net price is estimate onlyCalculators should prominently display school year for which net price is calculatedNational Center for Education StatisticsSHEEO/NCES 200935Multi-year Tuition CalculatorNCES must post to College Navigator by 8/14/09Will allow users to calculate estimated tuition and fees for normal duration of a program at an institutionWill use price of attendance data from ICWill determine estimated annual % change based on most recent 3 yrs of dataWill take into account guaranteed tuition plansNational Center for Education StatisticsSHEEO/NCES 200936State HE Spending ChartNCES must post to College Navigator; no date listed, which means upon enactment of the law (8/14/08)For each state:(1) % change in spending per FTE student at all public institutions, for each of the 5 most recent preceding academic years; (2) % change in tuition and fees for such students for all public institutions, for each of the 5 most recent preceding academic years; and (3) % change in the total amount of need-based aid and merit-based aid provided by such State to FT students enrolled in public institutions for each of the 5 most recent preceding academic years

National Center for Education StatisticsSHEEO/NCES 2009372009-10 IPEDS Data Collection

SHEEO/NCES 2009National Center for Education Statistics383838RegistrationRegistration opensAugust 5UserIDs to KHsAugust 5Survey materials postedAugust 5Reminder notices sent to CEO (if KH not registered)August 26

3939Fall CollectionSurveysInstitutional CharacteristicsCompletions12-month EnrollmentCollection openSeptember 2Keyholder closeOctober 14 Coordinator closeOctober 28

404040Winter CollectionSurveysHuman Resources (required)

Available: Fall Enrollment Finance Student Financial Aid Graduation Rates Graduation Rates 200 Collection openDecember 2Keyholder closeJanuary 20Coordinator closeFebruary 3

414141Winter through Spring CollectionSurveysFall Enrollment FinanceStudent Financial AidGraduation RatesGraduation Rates 200Collection openDecember 2Keyholder closeApril 14Coordinator closeApril 28

424242Follow-up scheduleEmail to KH (collection open) OpenLetter to CEO (no registered KH)Close 4wksEmail to KH (no data)Close 4wksEmail to CEO (all data locked)Open + 3 wksPhone to CEO (no registered KH)Close 3wksPhone to CEO/KH (no data)Close 2wksEmail to KH (no data, not locked)Close 2wksEmail to KH (no data, not locked)Close 1wk

4343Changes for 2009-10SHEEO/NCES 2009National Center for Education Statistics44Changes for 2009-10Submitted to OMB for approvalFederal Register notice posted 2/24/09; first comment period ended 4/27/09If approved, will be mandatory in 2009-10Posted on IPEDS website, notice sent to keyholders and coordinatorsNational Center for Education StatisticsSHEEO/NCES 200945Changes for 2009-10Two typesTo comply with requirements in the Higher Education Opportunity Act (HEOA) To simplify reporting and reduce reporting burden for nondegree-granting institutions Developed based on input from the IPEDS TRP and comments received from the communityNational Center for Education StatisticsSHEEO/NCES 200946Institutional CharacteristicsChanges to Price of Attendance collectionTuition and required fees reported separately4 yrs of data reported instead of 3For most recent year, report if amounts are guaranteed under a tuition guarantee planNational Center for Education StatisticsSHEEO/NCES 200947Student Financial Aid 1For aid years 2008-09, 2007-08, and 2006-07Number of full-time, first-time degree/certificate-seeking undergraduates receiving grant aid from federal, state, and institutional sourcesOf those, what are living arrangements:On-campusOff-campus with familyOff-campus without familyTotal grant aid received

National Center for Education StatisticsSHEEO/NCES 200948Student Financial Aid 2aIn 2009-10 IPEDS, for aid year 2008-09Number of students receiving Title IV grant aid and total grant aid received, by income category$0 - 30,000$30,001 - 48,000$48,001 - 75,000$75,001 - 110,000$110,001+In 2010-11 IPEDSAid years 2009-10 & 2008-09In 2011-12 IPEDSAid yrs 2010-11, 2009-10, 2008-09National Center for Education StatisticsSHEEO/NCES 200949Student Financial Aid 2bIn 2009-10 IPEDS, for aid year 2008-09Total number of full-time, first-time students receiving Title IV grant aidOf these, what are living arrangements:On-campusOff-campus with familyOff-campus without family

In 2010-11 IPEDSAid yrs 2009-10 & 2008-09In 2011-12 IPEDSAid yrs 2010-11, 2009-10, 2008-09National Center for Education StatisticsSHEEO/NCES 200950Fall EnrollmentRevise collection of student-to-faculty ratioCollect only the ratioProvide a worksheet to assist institutions with reportingWe received many comments about how to improve methodology used in 2008-09Timing of collection and locking sequence of HR, EF presented challengesNational Center for Education StatisticsSHEEO/NCES 200951The Future of SS09Disability item moves to ICGrad rates items move to GR200, collected in Spring

For 2-yr institutions, 100% grad rate:Will be added to regular GRS starting in 2009-10 (NOT by R/E) 2006 cohortWill be collected on GR200 in 2009-10 2005 cohortNational Center for Education StatisticsSHEEO/NCES 200952Other changesNot related to HEOATo simplify reporting and reduce reporting burden for nondegree-granting institutionsEliminate and consolidate items on IC, HR, EF, F

National Center for Education StatisticsSHEEO/NCES 200953ICFor academic reporters, eliminate student charges and room & board items from Pt D, leaving only student charges SQs and Price of AttendanceEliminate athletic association itemsNational Center for Education StatisticsSHEEO/NCES 200954HRConsolidate 4 staff categories into 1:Primarily instructionInstruction/research/public servicePrimarily researchPrimarily public serviceCombine EAP and Fall Staff into 1 sectionIn odd years, require reporting of R/EIn even years, R/E optionalNational Center for Education StatisticsSHEEO/NCES 200955EF Pt A by R/EEliminate 2 columns:Col 2 Transfers inCol 5 Non-degree/non-certificate seekingNational Center for Education StatisticsSHEEO/NCES 200956Finance For-profitEliminate Pt A Balance Sheet InformationPt B Summary of Changes in EquityIn Pt D Revenues and Investment ReturnLine 7, Sales and services of auxiliary activitiesIn Pt E Expenses by FunctionLine 4, Auxiliary enterprisesNational Center for Education StatisticsSHEEO/NCES 200957Finance - FASBEliminate:SQs on endowment assets, athletic expensesPt A Statement of Financial PositionPt B Summary of Changes in Net AssetsIn Pt D Revenues & Investment ReturnLine 12, Sales and services of auxiliary activities Line 13, Hospital revenueLine 14, Independent operationsIn Pt E Expenses by Functional and Natural ClassificationLine 7, Auxiliary enterprises Line 9, Hospital services Line 10, Independent operationsPt H Value of Endowment AssetsNational Center for Education StatisticsSHEEO/NCES 200958Finance GASB EliminateSQs on reporting models, athletic expenses, endowment assets, component unitsPt A Statement of Net AssetsIn Pt B Revenues and Other AdditionsLine 5, Sales and services of auxiliary enterprisesLine 6, Sales and services of hospitals Line 7, Independent operations Line 20, Capital appropriations Line 21, Capital grants & gifts Line 22, Additions to permanent endowments

National Center for Education StatisticsSHEEO/NCES 200959Finance GASB, contEliminateIn Pt C Expenses and Other DeductionsLine 11, Auxiliary enterprises Line 12, Hospital services Line 13, Independent operations Line 16, Interest Pt D Summary of Changes in Net AssetsPt F Component Unit That Uses FASB StandardsPt G Component Unit That Uses GASB StandardsPt H Details of Endowment Assets

National Center for Education StatisticsSHEEO/NCES 200960Race/ethnicity

SHEEO/NCES 2009National Center for Education Statistics6161Race/ethnicityMuch activity since Final Guidance on Maintaining, Collecting, and Reporting Racial and Ethnic Data to the U.S. Department of Education was published in Federal Register 10/19/07

National Center for Education StatisticsSHEEO/NCES 20096262Implementation timelineHR, EFC, E12, GRS2008-09, 2009-10Optional Optional2010-11MandatoryOptional2011-12MandatoryMandatoryNational Center for Education StatisticsSHEEO/NCES 200963TrainingAIR fellow, Peggye Cohen, and NCES staff teamed up for face-to-face training at AIR Forum, AIR regional affiliates, AACRAOIPEDS trainers have traveled far and wideWebinars produced and posted on AIR R/E websiteNational Center for Education StatisticsSHEEO/NCES 200964ResourcesIPEDS Webpage (from IPEDS Resources)Links, documents, FAQsAIR WebpageLinks, webinars, FAQs, blogBlog is monitored by 3 members of AIR race/ethnicity committee who answer questions submittedSHEEO WebpageLinks, background, FAQs, discussion board

National Center for Education StatisticsSHEEO/NCES 20096565R/E ReportingNewOldMixedC17%80%3%E1217%80%3%EF22%75%3%HR*25%71%4%GRS**5%85%10%* R/E not required in 2008-09** Method assigned on migration, so all cases not accounted for yetNational Center for Education StatisticsSHEEO/NCES 200966Updating the Classification of Instructional Programs (CIP)

SHEEO/NCES 2009National Center for Education Statistics6767CIP UpdateAdded CIP codes for new and emerging programsAdded examples to provide additional clarification of CIP titles and definitionsCreated a user friendly website for CIP UsersWebsite will include FAQsCreated an easy and efficient way to update the CIPNOT a major reorganizationNo new 2-digit seriesNo large-scale moving of codes from one series to another

68National Center for Education StatisticsSHEEO/NCES 200968TimelineJune 2009 - Updated CIP published on NCES websiteFall collection 2010 Updated CIP available for use when reporting Completions for 2009-10

National Center for Education StatisticsSHEEO/NCES 20096969CIP SessionOverview of CIP Update and Demo of new CIP Tool Thurs, 3:40 pm

National Center for Education StatisticsSHEEO/NCES 20097070Technical Review Panel UpdateRTISHEEO/NCES 2009National Center for Education Statistics7171Help Desk UpdateRTISHEEO/NCES 2009National Center for Education Statistics7272Training UpdateAIRSHEEO/NCES 2009National Center for Education Statistics7373NPEC and IPEDS R&D Update

SHEEO/NCES 2009National Center for Education Statistics7474742008-09 NPEC ActivitesOversaw development of 4 background papers for 3 TRPs: Net price data collection, net price calculator template, multi-year tuition calculator, and state spending chartResearch and Dissertation Grants: Student FlowProvided input on new IPEDS-based data productsProvided input on new IPEDS data centerTwo workings groups

National Center for Education StatisticsSHEEO/NCES 20093 IPEDS R&D Projects to Improve Data Collection and QualityEdit reviewComprehensive review of all data collection interactive and quality control editsInstructions reviewComprehensive review of all survey and on-screen instructions, and survey FAQsGlossary reviewComprehensive review of IPEDS glossarySurvey Directors have results and are incorporating suggestions for 2009-10 data collectionNational Center for Education StatisticsSHEEO/NCES 200976IPEDS R&D: Burden Study (in progress)How do NCESs IPEDS Time Burden Estimates Vary by Type of Institution and How Have They Changed Since 2006?To What Extent do NCESs Time Burden Estimates Reflect Institutions Estimates of the Time Spent to Gather, Prepare, and Report IPEDS Data?What Factors Affect Institutions Time Burden?What Steps Could NCES Take to Reduce Time Burden for Institutions That Complete IPEDS Surveys?

National Center for Education StatisticsSHEEO/NCES 2009NPEC Working Group:HEOA Disclosures

Bryan Cook, ACE

SHEEO/NCES 2009National Center for Education Statistics787878NPEC Working Group:IPEDS GRS

Patrick Perry, CCCCO

SHEEO/NCES 2009National Center for Education Statistics797979IPEDS / NCES Data Use Tools

SHEEO/NCES 2009National Center for Education Statistics808080New IPEDS Website

National Center for Education StatisticsSHEEO/NCES 200981Data Provider Center

National Center for Education StatisticsSHEEO/NCES 200982Demonstration SessionsData CenterToday, 3:30 pmQuickStats (NPSAS)Thurs, 11:20 amExPTThurs, 1:30 pmCIP ToolThurs, 3:40 pmNational Center for Education StatisticsSHEEO/NCES 200983IPEDS Table TopicsTalk to Sabrina on How to Improve the HR SurveyTalk to Andrew about How to Improve the GRS SurveyMeet the new IPEDS Survey Directors: Jessica Shedd (Enrollment) and Craig Bowen (Finance)Meet the AIR/NCES Research Fellows (Crissie Grove and Allan Medwick)National Center for Education StatisticsSHEEO/NCES 2009