2. IPEDS AND HEOA U PDATES 2

3. What is HEOA Higher Education Opportunity Act of 2008 Otherwise known as Public Law 110-315 Amends and reauthorizes the Higher Education Act of 1965 Signed into law on August 14, 2008 Includes many disclosure and reporting requirements Website: http://www.ed.gov/heoahttp://www.ed.gov/heoa 3

4. HEOA Requirements Disclosure Requirement –Institution required to distribute and/or make available certain information to students, parents, employees, etc. –This does not impact IPEDS Reporting Requirement –Institution required to submit information to the U.S. Department of Education or other entities –This may impact IPEDS Overlaps in Requirements –Institution may be required to both submit and distribute information 4

5. OVERVIEW OF HEOA DISCLOSURE REQUIREMENTS The following information gives an overview of information that must be disclosed under the HEOA and is taken from NPEC’s “Information Required to Be Disclosed Under the Higher Education Act of 1965: Suggestions for Dissemination” which can be found at the following website: http://nces.ed.gov/pubsearch/pubsinfo.asp?pubid=2010831rev 5

6. 6

7. Summary of HEA Disclosure Requirements Two Broad Categories of Disclosure Requirements –Non-Loan Related Disclosure Requirements –Education Loans 7

8. Non-Loan Related Disclosure Requirements Availability of Institutional and Financial Aid Information –Notice of Availability of Institutional and Financial Aid Information –Contact Information for Assistance in Obtaining Institutional or Financial Aid Information 8 * Requirements are new or revised in the final regulations.

9. Non-Loan Related Disclosure Requirements Student Financial Assistance –Student Financial Aid Information* –Notice of Federal Student Financial Aid Penalties for Drug Law Violations* 9 * Requirements are new or revised in the final regulations.

10. Non-Loan Related Disclosure Requirements General Institutional Information –Privacy of Student Records – Family Educational Rights and Privacy Act (FERPA) –Consumer Information on College Navigator Website* –Facilities and Services Available to Students with Disabilities* –Student Body Diversity* –Price of Attendance –Net Price Calculator* –Refund Policy, Requirements for Withdrawal and for the Return of Title IV, HEA Financial Aid 10 * Requirements are new or revised in the final regulations.

11. Non-Loan Related Disclosure Requirements General Institutional Information (cont’d) –Textbook Information* –Academic Program (Educational Programs, Instructional Facilities, and Faculty)* –Transfer of Credit Policies and Articulation Agreements* –Institutional and Program Accreditation, Approval, or Licensure –Copyright Infringement Policies and Sanctions (including Computer Use and File Sharing)* 11 * Requirements are new or revised in the final regulations.

12. Non-Loan Related Disclosure Requirements Teacher Preparation Program –Teacher Preparation Program Report* 12 * Requirements are new or revised in the final regulations.

13. Non-Loan Related Disclosure Requirements Health and Safety –Drug and Alcohol Abuse Prevention Program* –Vaccinations Policies* –Security Report (including Emergency Response and Evacuation Procedures), Timely Warnings, and Crime Log* –Security Report – Missing Person Notification Policy* –Fire Safety Report and Fire Log* –Information for Crime Victims About Disciplinary Hearings* 13 * Requirements are new or revised in the final regulations.

14. Non-Loan Related Disclosure Requirements Student Outcomes –Retention Rate* –Completion/Graduation and Transfer-out Rates (including Disaggregated Completion/Grad Rates)* –Completion/Graduation and Transfer-Rates for Students Receiving Athletically Related Student Aid (including Disaggregated Completion/Grad Rates)* –Placement in Employment* –Job Placement Rates –Types of Graduate and Professional Education in Which the Institution’s Graduates Enroll* 14 * Requirements are new or revised in the final regulations.

15. Non-Loan Related Disclosure Requirements Intercollegiate Athletic Program –Intercollegiate Athletic Program Participation Rates and Financial Support Data Voter Registration –Voter Registration Forms* 15 * Requirements are new or revised in the final regulations.

16. Education Loan Related Disclosure Requirements Disclosure Requirements Relating to Education Loans –State Grant Assistance –Student Loan Information Published by Dept of Education* –National Student Loan Data System* –Entrance Counseling for Student Borrowers* –Exit Counseling for Student Borrowers* –Private Education Loan Disclosures (including Self- Certification Form)* 16 * Requirements are new or revised in the final regulations.

17. Education Loan Related Disclosure Requirements Disclosure Requirements Relating to Education Loans (cont’d) –Code of Conduct for Education Loans* –Preferred Lender Lists* –Preferred Lender Arrangements* 17 * Requirements are new or revised in the final regulations.

18. Types of Disclosures HEOA includes different types of disclosure requirements. Primary types include: Posted to the Institution’s Website Provided Directly to Specified Individuals Made Available to Specified Individuals For a good summary of the type of disclosure required for each item, refer to Appendix B of the NPEC document. http://nces.ed.gov/pubsearch/pubsinfo.asp?pubid=2010831rev 18

19. Disclosure: Made Available “Made Available” can include: Posting to the institution’s website Inclusion in printed catalogs or schedules Posted to the institution’s website AND –Send notice of availability to specified individuals Posted to the institution’s website AND –Distribute information to specified individuals For confidential materials, provided directly to specified individuals 19

20. Compliance: Disclosure Requirement Accuracy of Information –Institutions should ensure information disclosed is accurate –Any substantial misrepresentation may result in a fine or a limitation, suspension, or termination of Title IV eligibility For more information, refer to Federal Student Aid Handbook, Chapter 6 of Volume 2: http://ifap.ed.gov/fsahandbook/attachments/0910FSAHbkVol2Ch6Information.pdf 20

21. NPEC SUGGESTIONS: PROVIDING HEOA DISCLOSURE INFORMATION 21

22. Compliance and Communication Focus both on compliance and communication –Ensure that you are complying fully with each disclosure requirement –Be able to readily demonstrate compliance –Communicate to your audience Consumers may not understand what the “Student Right-to- Know Act” is but they do understand “Graduation Rates.” Consumers may not look for “Federal Disclosures” but might look for “Student Consumer Information.” 22

23. Single Web Page Develop a single web page that provides hyperlinks to the HEOA disclosure information. –Develop a single portal page and position the page to maximize its accessibility to users Provides a distinct entrance point Preserves institution’s flexibility for their own website Helps in the maintenance and updating of materials 23

24. 3-Click Approach Adopt a “3-Click” approach –Position information so that it can be reached by clicking through no more than 3 web pages –Information should be situated in an institution-wide “about” section rather than a subunit’s web page –Information should be accessible from a section of the institution’s website that is relevant to all audiences 24

25. Consumer-Friendly Labels Use consumer-friendly labels and language whenever possible, and avoid institutional/ technical jargon –Use embedded pop-up windows or hover-over boxes that provide: Full spelling of commonly used acronyms Definitions for terms One or two sentences of explanatory information –Information should always be labeled with the timeframe for the information 25

26. Content Titles Use a common set of content titles –Label disclosures by content, not by the source of information (example: “Refund Policy” rather than “Business Office”) –Adopt a simple, but universally common (across all institutions), set of content titles for the purpose of providing links to information on their HEOA disclosures portal page Allows consumers to find and compare information across institutions –Suggested set of titles available on page 8 of the NPEC document 26

27. HEOA REPORTING REQUIREMENTS AND IPEDS 27

28. HEOA Impacts to IPEDS Reporting Many New Items Required to be Reported on College Navigator Website –Consumer Information (A-Z) List For the complete list, refer to P.L. 110-315, sec. 132 (i) (1) –Net Price Data –College Affordability Lists –Multi-Year Tuition Calculator –State Higher Education Spending Charts 28 http://frwebgate.access.gpo.gov/cgi- bin/getdoc.cgi?dbname=110_cong_public_laws&docid=f:publ315.110.pdf

29. Consumer Information in IPEDS Consumer Information Already Collected through IPEDS –Mission statement –Admissions data –Pricing data –Completions/top areas of study –Enrollment data by status, level, gender, R/E, transfer-in data –Residency/migration data –Retention rates –Graduation rates 29

30. HEOA Impacts to IPEDS New Items Added in 2008-09 –Alternative tuition plans offered –Student-to-faculty ratio –Student financial aid: Total grant aid dollars awarded to all undergraduates Total number of all students who received Pell grant –Students with disabilities –Graduation rates: 100%, 150%, and 200% 30

31. Net Price on College Navigator By July 1, 2010 –Three years of average net price –One year of net price data for Title IV aid recipients disaggregated by income By July 1, 2013 –Three years of net price data for Title IV aid recipients disaggregated by income 31

32. College Affordability Lists By July 1, 2011, NCES must post to College Navigator: 6 College Affordability and Transparency lists for each of the 9 sectors 32

33. Multi-Year Tuition Calculator Available on College Navigator Allows users to calculate estimated tuition and fees for normal duration of a program at an institution Will use price of attendance data from Institutional Characteristics Will determine estimated annual % change based on most recent 3 years of data Will take into account guaranteed tuition plans 33

34. 34 www.nces.ed.gov/collegenavigator

35. State HE Spending Charts NCES must post to College Navigator for each state for each of the 5 most recent preceding academic years: –Percent change in spending per FTE student at all public institutions –Percent change in tuition and fees for students for all public institutions –Percent change in the total amount of need-based aid and merit-based aid provided by such State to FT students enrolled in public institutions 35

36. CHANGES TO IPEDS FOR 2009-10 36

37. Institutional Characteristics Price of Attendance –Tuition and required fees reported separately –Report 4 years of data instead of 3 –For the most recent year, report if amounts are guaranteed under a tuition guarantee plan 37

38. Student Financial Aid For Aid Years 2008-09, 2007-08, and 2006-07 –Number of full-time, first-time degree/certificate- seeking undergraduates receiving grant aid from federal, state, and institutional sources –Of the above, what are their living arrangements On-campus Off-campus with family Off-campus without family –Total grant aid received 38

39. Student Financial Aid 2009-10 IPEDS Data Collection –Report for the most recent aid year (2008-09) the following: Number of students receiving Title IV grant aid and total grant aid received, by income category o $0 – 30,000 o $30,001 – 48,000 o $48,001 – 75,000 o $75,001 – 110,000 o $110,001+ 2010-11 IPEDS Data Collection –Report for aid years 2009-10 and 2008-09 2011-12 IPEDS Data Collection –Report for aid years 2010-11, 2009-10, and 2008-09 39

40. Student Financial Aid 2009-10 IPEDS Data Collection –Report for the most recent aid year (2008-09) the following: Total number of full-time, first-time students receiving Title IV grant aid For these students, the living arrangements: o On-campus o Off-campus with family o Off-campus without family 2010-11 IPEDS Data Collection –Report for aid years 2009-10 and 2008-09 2011-12 IPEDS Data Collection –Report for aid years 2010-11, 2009-10, and 2008-09 40

41. Fall Enrollment Revisions to Student-to-Faculty Ratio –First collected in 2008-09 IPEDS calculated ratios based on data submitted by institutions –After many comments on methodology for calculating the ratio, the data collection was revised Collect only the ratio Provide a worksheet to assist institutions with calculating the ratio 41

42. Spring Supplemental 2009 (SS09) Disability Item Moved to Institutional Characteristics Graduation Rates Items Move to GR200, Collected in Spring For 2-year Institutions, 100% Graduation Rate: –2006 cohort collected on regular GRS in 2009-10 –2005 cohort collected on GR200 in 2009-10 42

43. 43 https://surveys.nces.ed.gov/ipeds/index.aspx?IpedsInfoID=17 For detailed information about changes to the 2009-10 IPEDS Data Collection, refer to this document. No login is required to view.

44. NET PRICE CALCULATOR 44

45. Purpose “…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.” P.L. 110-315, sec. 132 (h) (1) 45

46. Requirement All institutions are required to post a Net Price Calculator on their website –Institutions have 2 years from release of the template to post a net price calculator on their website Net Price Calculator Template –U.S. Department of Education charged with developing template to provide to institutions –October 29, 2009, the Department made template for this calculator available at: http://www.ed.gov/policy/highered/leg/hea08/index.html 46

47. Requirement Institutions may: –Use the Department’s template –Develop their own calculator Institutionally developed calculators must include, as a minimum, the same data elements contained in the Department’s template, but it can include more 47

48. Definition of Net Price 48 Institution’s price of attendance for FTFT students Total need- and merit-based federal, state, and institutional grant aid awarded to FTFT students Number of FTFT students receiving such aid Price of attendance = average annual cost of tuition and fees, room and board, books, supplies, and transportation

49. 49 http://www2.ed.gov/policy/highered/leg/hea08/index.html

50. Net Price Calculator Template: Downloading 50 Instructions for downloading the template are contained in this PDF file.

51. Downloading Instructions 51

52. Downloading Instructions 52

53. Next Steps Make sure relevant offices are aware of this requirement Begin discussions about whether to: –Use the Department’s template –Use template developed by outside organization such as VSA –Develop your own calculator Discuss with peers – remember that students will be comparing with your peers 53

54. Next Steps Do preliminary analysis of data for the Department’s template – this is the minimum requirement –Identify cells with large variance (template won’t work well for these – you may want to augment the template) –Identify factors that affect your net price the most (e.g. scholarships and other non-need based grants) –Identify cells with small N’s 54

55. Next Steps Develop a plan for implementing the calculator –Who is responsible for what –How will this be funded –What are the steps involved –What is the timeline –How and when will updates be made Make sure all relevant parties have signed off on the plan 55

56. Next Steps Consider posting two calculators if you have students applying at the same time for two different academic years Decide where the calculator will be located on the institution’s website Determine how the calculator will be advertised Decide what explanations need to be added on the output screen(s) 56

57. Net Price Calculator Resource Center 57 http://www.airweb.org/page.asp?page=2106

58. Net Price Calculator Resource Center 58

59. Net Price Calculator Resource Center 59

60. Resources We’ve only scratched the surface. For additional information: HEOA Website: http://www.ed.gov/heoahttp://www.ed.gov/heoa NPEC “Information Required to Be Disclosed Under the Higher Education Act of 1965” http://nces.ed.gov/pubsearch/pubsinfo.asp?pubid=2010831rev http://nces.ed.gov/pubsearch/pubsinfo.asp?pubid=2010831rev Public Law 110-315 http://frwebgate.access.gpo.gov/cgi- bin/getdoc.cgi?dbname=110_cong_public_laws&docid=f:publ315.110.pdf http://frwebgate.access.gpo.gov/cgi- bin/getdoc.cgi?dbname=110_cong_public_laws&docid=f:publ315.110.pdf 60

61. Resources AIR Alert #37, Proposed Changes for 2009-10 IPEDS http://www.airweb.org/page.asp?page=1905 AIR Net Price Calculator Resource Center http://www.airweb.org/page.asp?page=2106 “The New Institutional Net Price Calculator Requirement in HEOA” (Presentation by Elise Miller and Mohamad Sakr) http://ifap.ed.gov/presentations/attachments/20TheNewInstitutional NetPriceCalculatorRequirementinHEOAV1.pdf 61

62. Resources AIR Website: NCES Presentations –“IPEDS Latest News” Presentation, AIR Forum, June 2, 2009 –“Understanding the New Higher Education Opportunity Act Requirement for a Net Price Calculator for Institutional Web Sites” http://www.airweb.org/?page=1981 62