1. Oregon Opportunity Grant & Shared Responsibility Model Oregon Student Access Commission Josette Green, Executive Director September 14, 2012

2. Agenda Who is the Oregon Student Access Commission? Defining affordability with the Shared Responsibility Model The state of the Oregon Opportunity Grant www.OregonStudentAid.gov

3. Oregon Student Access Commission Mission To create a college-going culture for all Oregonians by providing access through information, mentoring, and financial support. Vision An organization of innovation and excellence in a leading college-going state.

4. OSAC Kindergarten Post- secondary Education or Training Elementary Middle School High School

5. OSAC Advocates for All Students

6. Shared Responsibility Model A definition of affordability for Oregon starting in 2008-09.

7. Average Cost of Attendance (public 2-yr or 4-yr) - Student share (work, loan, savings, scholarships, etc.) - Family share (Expected Family Contribution) - Federal share (Pell amount and/or Tax Credit) = Unmet need = Opportunity Grant award up to current award max. SRM Components

8. 2012-13 Full Need Student $19,976 (Pub or Priv 4-yr) — $8,700 (Student Share) — $0 (Family Share) — $5,550 (Federal Share) = $5,726 (Unmet need) = $1,950 OOG award $16,539 (Public 2-yr) — $5,700 (Student Share) — $0 (Family Share) — $5,550 (Federal Share) = $5,289 (Unmet need) = $1,950 OOG award

9. Projected Student Impact Source: Fact Sheet “Senate Bill 334 Shared Responsibility Program, 2007 Legislative Session” Establishing the “shared responsibility” Oregon Opportunity Grant would: 1.Increase the number of eligible students while continuing to assist currently eligible students. 2.Extend grant aid to many middle-income families currently not eligible for an OOG 3.Increase average grant size 4.Assist half-time students (6 credit hours) 5.Enable students with financial need to be able to work their way through college, with lower borrowing amounts for many students 6.Help increase educational attainment in the state, bolstering the ability of Oregonians to contribute to the economy and society.

10. Oregon Opportunity Grant The State of Today

11. Thank You Legislators

13. Eligible OOG Applicants vs Recipients # Eligible Applicants (by 1 st Oregon College) SRM Years 2003- 04 2004- 05 2005- 06 2006- 07 2007- 08 2008- 09 2009- 102010-11 2011- 12 CC30,85331,17629,88727,05727,58149,43472,99388,053112,701 OUS13,50513,90113,13412,74212,20921,38821,58524,90736,268 IND2,0632,1672,1852,0882,0843,8723,6284,6326,886 TTL46,42147,24445,20641,88741,87474,69498,206117,592155,855 # OOG Recipients SRM Years 2003- 04 2004- 05 2005- 06 2006- 07 2007- 08 2008- 09 2009- 10 2010- 11 2011- 12 CC10,57510,02212,88515,47915,91920,01326,2115,27815,091 OUS7,8967,94110,07010,1269,80115,71014,6156,17411,459 IND1,0441,1381,1771,5621,6362,7442,3101,5172,348 TTL19,51519,10124,13227,16727,35638,46743,13612,96928,896 Percent Recipients vs. Eligible Applicants SRM Years 2003-042004-052005-062006-072007-082008-09 2009- 10 2010- 11 2011- 12 CC34.3%32.1%43.1%57.2%57.7%40.5%35.9%6.0%13.4% OUS58.5%57.1%76.7%79.5%80.3%73.5%67.7%24.8%31.6% IND50.6%52.5%53.9%74.8%78.5%70.9%63.7%32.8%34.1% TTL42.0%40.4%53.4%64.9%65.3%51.5%43.9%11.0%18.6%

14. Maximum OOG Awards Max Award CCOUSPRIV 2001-02$1,044$1,254$2,922 2002-03$1,044$1,254$2,922 2003-04$1,164$1,401$2,866 2004-05$1,257$1,482$2,968 2005-06$1,323$1,587$3,114 2006-07$1,398$1,674$3,366 2007-08$1,470$1,752$3,507 2008-09$2,600$3,200 2009-10$2,600$3,200 2010-11$1,800$1,950 2011-12$1,800$1,950 2012-13$1,950 2013-14$2,000

15. OOG Disbursements Opportunity Grant Dollars Disbursed by College Sector $$ Disbursed2007-092009-112011-12 (1 year) CC$44,704,754$50,027,693$19,236,960 OUS$46,990,481$38,273,487$20,015,374 IND$10,963,635$7,104,303$4,106,336 TTL$102,658,870$95,405,483$43,358,670

16. Graph of OUS T and F and ave OOG amount.

17. OOG vs. Tuition & Fees Annual Average Tuition and Fees* by Sector 2004- 05 2005- 06 2006- 07 2007- 08 2008- 09 2009- 10 2010- 11 2011- 12 Oregon University System $5,036$5,224$5,393$5,856$6,125$6,716$7,217$7,676 Community Colleges $2,635$2,726$2,799$3,176$3,331$3,584$3,710$4,239 Independent Not-for- profit Colleges $19,457$20,591$20,705$22,566$24,180$25,666$27,157$27,432 * basic costs all students pay, costs as reported by schools to OSAC Percent of Average Tuition & Fees Covered by OOG 2007-082008-092009-102010-112011-12 Oregon University System30%52%40%27%25% Community Colleges46%78%73%49%42% Independent Institutions16%13%10%7%

18. OOG vs. Cost of Attendance Estimated Average Annual Cost of Attendance (COA) by Sector 2004-052005-062006-072007-082008-092009-102010-112011-12 OUS$14,404$15,036$15,630$16,483$17,494$18,536$18,966$19,976 CC$12,003$12,538$13,036$13,803$14,700$15,404$15,459$16,539 PRIV$28,825$3,0403$30,942$3,3193$35,549$37,486$38,906$39,829 Percent of Average Cost of Attendance Covered by OOG 2007-082008-092009-102010-112011-12 Oregon University System10%17%14%10% Community Colleges11%19%18%12%11% Independent Institutions11%9%7%5% Cost of Attendance includes tuition & fees, room & board, books & supplies, transportation, and miscellaneous personal expenses.

19. Percentage of Oregon Opportunity Grants by Dependency Status Academic year2007-082008-092009-102010-112011-122012-13 Dependent33.10%39.15%30.21%40.20%41.88%37.29% Independent67.90%60.85%69.79%59.80%58.12%62.71% Demographics of OOG Percentage of OOG Recipients by Grade Level Grade Level 2007-082008-092009-102010-112011-12 TTL 018.7%21.0% 20.7%21.6% 115.5% 20.7%14.2%17.6% 226.2%25.8%25.7%27.4%28.7% 321.0%20.8%18.6%22.2%19.7% 414.1%12.7%10.3%12.6%9.9% 54.3%4.1%3.5%3.0%2.3% 0 = Never attended college and 1st year undergraduate 1 = Attended college before and 1st year undergraduate 2 = 2nd year undergraduate/sophomore 3 = 3rd year undergraduate/junior 4 = 4th year undergraduate/senior 5 = 5th year/other undergraduate

20. Demographics of OOG cont. Percent of OOG Recipients by Income Ranges 2005-072007-092009-112011-12 (1 year) # Recip % % % % $0 - $9,999 26,64551.3%27,05940.6%24,23542.7%11,17138.1% $10,000-$19,999 12,74024.5%15,64223.5%14,60225.7%5,84520.0% $20,000-$29,999 8,64916.7%10,54815.8%9,51616.8%4,37114.9% $30,000-$39,999 3,2576.3%6,97610.5%5,2929.3%2,7559.4% $40,000-$49,999 5821.1%3,6245.4%2,5014.4%2,2657.7% $50,000-$59,999 150.0%1,8792.8%3040.5%1,6945.8% $60,000-$69,999 60.0%7801.2%1460.3%1,0633.6% $70,000 up 180.0%1540.2%1380.2%1220.4% 51,912100.0%66,662100.0%56,734100.0%29,286100.0%

21. OOG Issues Today Our students need more $. Funding late entry students not just early applicants. What is the purpose of OOG – to drive access, completion or both? Lack of research in understanding the program and its outcomes. Effective utilization of the SRM in today’s environment. Providing hope, simplicity and inspiration with the $.

22. Contact Information Josette Green, Executive Director Oregon Student Access Commission Phone: 541-687-7377 Email: josette.l.green@state.or.us www.OregonStudentAid.gov