1. 1 SAEOPP Priority 1 Training The ABCs of the APR & PE: Overview of Talent Search & Educational Opportunity Centers Annual Performance Report & Prior Experience Assessment Presenter: Lourdes Zavala

2. 2 Presenter Lourdes Zavala Lourdes Zavala Data/Technology Coordinator Center for Educational Access & Outreach Colorado State University Colorado State University Fort Collins, Colorado lzavala@lamar.colostate.edu

3. 3 Session Overview Detailed review of the Annual Performance Report (APR) and Prior Experience (PE) Criteria for TS/EOC Programs. Detailed review of the Annual Performance Report (APR) and Prior Experience (PE) Criteria for TS/EOC Programs.

4. 4 Annual Performance Report PurposesPurposes Evaluate Performance ComplianceRequirements FundingContinued ProgrammaticChanges PriorExperience

5. 5 What’s to be gained? A data-oriented picture of our project A data-oriented picture of our project A mechanism for strategizing and implementing programmatic changes A mechanism for strategizing and implementing programmatic changes A sense of our project in relation to others A sense of our project in relation to others A view of national performance of EOC/TS A view of national performance of EOC/TS

6. 6 Letter to TS/EOC Project Directors New online form is available; need to register and set up password New online form is available; need to register and set up password Instructions available online Instructions available online Form is pre-populated - #’s and %’s from Program Profile of your funded grant application. Form is pre-populated - #’s and %’s from Program Profile of your funded grant application. Form will be program specific – EOC & TS Form will be program specific – EOC & TS APR Reporting Period = “Budget Period” APR Reporting Period = “Budget Period”

7. 7 Performance Report Submission Dates The instructions for submitting the report and the links to the secured website maintained by the contractor will be available on November 3, 2008, at the following Web addresses: The instructions for submitting the report and the links to the secured website maintained by the contractor will be available on November 3, 2008, at the following Web addresses: http://www.ed.gov/programs/triotalent/report.html (for Talent Search) http://www.ed.gov/programs/triotalent/report.html (for Talent Search) http://www.ed.gov/programs/triotalent/report.html http://www.ed.gov/programs/trioeoc/report.html (for EOC) http://www.ed.gov/programs/trioeoc/report.html (for EOC) http://www.ed.gov/programs/trioeoc/report.html Deadline: November 30, 2008 Deadline: November 30, 2008November 30, 2008November 30, 2008

8. 8 TS & EOC APR Format Four Sections: I.Project Identification, Certification, and Warning (Pre-populated) II.Participant Demographics & Target School Info III.Educational Status at time of first service in budget period IV.Educational Status at end of budget period

9. 9 Section I: Project Identification I.Project Identification PR/Award Number Grantee/Institution II.Certification Director’s Name Person Entering Data III.Warning * Once APR submitted online, this page MUST be signed and faxed to 540-301-0307 * Once APR submitted online, this page MUST be signed and faxed to 540-301-0307

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11. 11 Section II: Participant Demographics & Target Schools Number of Participants Served: Number of Participants Served: –Participation Status (New or Continuing) –Eligibility; Race/Ethnicity; Gender; Age –Veteran Status & Limited English Proficiency Target Schools Listing & National Center for Education Statistics ID# found at: Target Schools Listing & National Center for Education Statistics ID# found at: http://www.nces.ed.gov/ccd/schoolsearch/ New schools should be added only if you have received prior written approval from your program specialist. New schools should be added only if you have received prior written approval from your program specialist.

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13. 13 Who is a Participant? Participant: Participant: –Eligible (per program regulations) –Served in program year 2007-2008 Participation Status: Participation Status: -New Participant – served for the first time in the 2007-08 budget period - Continuing Participant – served in a previous budget period and served again in the 2007-08 budget period.

14. 14 TS & EOC APR Format Sections III and IV each exist in two versions Sections III and IV each exist in two versions One for TS and the other for EOC, so as to reflect the Programs' different standard objectives. One for TS and the other for EOC, so as to reflect the Programs' different standard objectives. Sections III and IV provide the details for the extent to which we have met our goals and objectives

15. 15 ETS OBJECTIVES

16. ETS: OF PARTICULAR INTEREST 1. Non-senior secondary school students 2. Graduating seniors 3. “College Ready” participants 16

17. 17 EOC OBJECTIVES

18. EOC: OF PARTICULAR INTEREST 1. Individuals who have not received a high school diploma or equivalent and are not currently enrolled in a continuing education program 2. “College Ready” participants 18

19. 19 Section III: TS and EOC Educational Status at Time of First Service Number of participants sorted first by age group and then educational level: Number of participants sorted first by age group and then educational level: –TS: »Middle/High School Aged Students »Participants Aged 19 and Older –EOC: »Participants Aged 19 and Older »High School Aged Students

20. 20 Section III: TS and EOC Educational Status at Time of First Service Continued Sorted second by Educational Level: Sorted second by Educational Level: –TS & EOC: »Grade level »“College Ready” or Equivalency to high school senior »Other (high school dropouts or adults w/o HS equiv) »Unknown *College Ready: *College Ready:  a high school senior  a high school graduate or GED recipient who never previously enrolled in a postsecondary program  An individual enrolled in a program equivalent to a high school senior  an adult who began college several years ago but dropped out and now wants to try again.

21. 21 Section III: Different for TS & EOC Educational Status at Time of First Service Biggest change is in identifying the # that are College Ready for enrollment purposes. Biggest change is in identifying the # that are College Ready for enrollment purposes. »TS: Four out of the program's five standard objectives apply only to "college-ready" participants. Educational levels at beginning of the budget period will determine the denominator or number of students that will be evaluated in measuring program outcomes (PE objectives). Educational levels at beginning of the budget period will determine the denominator or number of students that will be evaluated in measuring program outcomes (PE objectives).

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24. 24 Section IV: Different for TS & EOC Educational Status at End of Budget Period Provides a measure of the outcomes or progress made on the standardized objectives. Provides a measure of the outcomes or progress made on the standardized objectives. Organized by standard TS/EOC objectives and the defined measures are pre-populated with grantees' approved percentages. Organized by standard TS/EOC objectives and the defined measures are pre-populated with grantees' approved percentages. Data requested relates only to those groups for which we have a particular interest – Ex. TS students in grades 9-11 th and their promotion to next grade level. Data requested relates only to those groups for which we have a particular interest – Ex. TS students in grades 9-11 th and their promotion to next grade level. Educational levels at end of budget period will determine the numerator or number of students that will be evaluated in measuring program outcomes (PE Objectives). Educational levels at end of budget period will determine the numerator or number of students that will be evaluated in measuring program outcomes (PE Objectives).

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29. 29 Submission of APR Log on to APR website: https://webprod.cbmiweb.com/tseoc/ user ID and password. Log on to APR website: https://webprod.cbmiweb.com/tseoc/ user ID and password. https://webprod.cbmiweb.com/tseoc/ If discrepancies exist, program specialist and Help Desk are notified; 24 hours needed to verify; access will then be provided If discrepancies exist, program specialist and Help Desk are notified; 24 hours needed to verify; access will then be provided Log in to APR website; reset password, gain access to Reporting feature Log in to APR website; reset password, gain access to Reporting feature

30. 30 Submission of APR Complete Sections I - IV Complete Sections I - IV Submit APR Submit APR Print Copy of APR for Your Records Print Copy of APR for Your Records Print Section I & Fax to 540-301-0307 Print Section I & Fax to 540-301-0307 Do not Fax Entire Report

31. 31 APR Summary Progress on Standard Objectives Progress on Standard Objectives APR no longer provides the option for projects to attach any sort of narrative. APR no longer provides the option for projects to attach any sort of narrative. Assess what programmatic changes need to be implemented? Assess what programmatic changes need to be implemented? –Who recruited – educational levels –Services being provided Assess impact to Prior Experience Assess impact to Prior Experience

32. 32 Prior Experience Points awarded based on DOE’s review of project’s performance on Mandatory Objectives Points awarded based on DOE’s review of project’s performance on Mandatory Objectives Data pulled from submitted APRs for years 1 – 3 of grant cycle Data pulled from submitted APRs for years 1 – 3 of grant cycle Five (5) points that can be earned each year for a total of fifteen (15) maximum points Five (5) points that can be earned each year for a total of fifteen (15) maximum points

33. 33 Prior Experience DOE Program Officer/Specialist awards PE points AFTER proposals are read & scored by readers DOE Program Officer/Specialist awards PE points AFTER proposals are read & scored by readers Maximum Proposal Score: Maximum Proposal Score: 100 proposal points awarded by readers + 15 PE points awarded by DOE + 15 PE points awarded by DOE 115 Total Proposal Score 115 Total Proposal Score Critical to get all PE points in TS/EOC grant competition Critical to get all PE points in TS/EOC grant competition

34. 34 Prior Experience Criteria (1) (3 points) (i) Whether the applicant provided services to the number of participants required to be served under the approved application; and (1) (3 points) (i) Whether the applicant provided services to the number of participants required to be served under the approved application; and TS: 600 participants minimum TS: 600 participants minimum EOC: 1000 participants minimum EOC: 1000 participants minimum (ii) Whether two-thirds of all participants served were low-income individuals and potential first- generation college students. (ii) Whether two-thirds of all participants served were low-income individuals and potential first- generation college students.

35. 35 Prior Experience Criteria (2) (6 points) The extent to which the applicant met or exceeded its objectives regarding the retention, reentry, and graduation levels of secondary school participants. (2) (6 points) The extent to which the applicant met or exceeded its objectives regarding the retention, reentry, and graduation levels of secondary school participants. EOC Only: Enrollment in a Continuing Education Program TS Only: Secondary School Promotion TS Only: Secondary School Graduation

36. 36 Prior Experience Criteria (3) (6 points) The extent to which the applicant met or exceeded its objectives regarding the admission or reentry of participants to programs of postsecondary education. (3) (6 points) The extent to which the applicant met or exceeded its objectives regarding the admission or reentry of participants to programs of postsecondary education. TS & EOC: Application for Student Financial Aid TS & EOC: Application for Student Financial Aid TS & EOC: Application for Postsecondary Education Admissions TS & EOC: Application for Postsecondary Education Admissions TS & EOC: Postsecondary Education Enrollment TS & EOC: Postsecondary Education Enrollment

37. 37 TS Prior Experience Criteria Chart TS Prior Experience Assessment Form Standardized Objective Maximum Points/Year Year 1 Points Year 2 Points Year 3 Points Total Points Funded Number & % Both FG/LI11 Secondary School Promotion11 Secondary School Graduation10 Application for Stu Financial Aid10 Application for PSE Admissions Postsecondary Education Enrollment 11 Total Points Earned:53

38. 38 EOC Measure: Maximum Points/Year Year 1 Points Year 2 Points Year 3 Points Total Points Funded Number & % Both FG/LI 11 Enrollment in Cont Ed Program11 Application for Stu Financial Aid11 Application for PSE Admissions11 Postsecondary Education Enrollment 10 Total Points Earned:54 EOC Prior Experience Criteria Chart EOC Prior Experience Assessment Form

39. 39 Questions & Answers