1. Opportunity for Higher Education Council for Opportunity in Education
Intro
Financial Barriers to
Opportunity for Higher Education
Council for Opportunity in Education
San Diego, California
September 1, 2016
Tom Mortenson
Senior Scholar
The Pell Institute for the Study of Opportunity in Higher Education

2. Financial Barriers Education Pipeline Family Income Financial Barriers
Consequences
Proposals

3. Financial Barriers Education Pipeline Bottleneck in Higher Education
Consequences
Proposals

12. Financial Barriers Education Pipeline Family Income Financial Barriers
Consequences
Proposals

17. Financial Barriers Education Pipeline Family Income Financial Barriers
Consequences
Proposals

21. Financial Need Analysis Model
Cost of Attendance
Tuition and fees
Room and board
Books and supplies
Personal and medical care
Transportation
Less: Expected family contribution
Income and assets
Family size
Number of children enrolled in college
Equals: Financial need
Gift aid: grants, scholarships, waivers
Earnings from work/study
Education loans: subsidized/unsubsidized Stafford, PLUS
Federal tax credits

27. Financial Barriers Education Pipeline Family Income Financial Barriers
Consequences
Proposals

28. Tertiary Type-A Degree Attain 25-34 yr olds OECD 200328

31. Projected Tertiary Type-A Degree attain OECD 202031

32. Financial Barriers Education Pipeline Family Income Financial Barriers
Consequences
Proposals

33. Restoring College Affordability
Federal
$13,000 Pell Grant maximum award
$2,000 Super Pell to fund negative EFC calculated from FAFSA
Income contingent education loan repayment
College work-study for all students
States
Required 50:50 match to federal Pell Grant
Institutions
Continued eligibility for Title IV participation contingent on progress toward broadening enrollment of students from low income families

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