Julie S. Laurel Student Service Federal TRIO Programs U.S. Department of Education

2. Draft of New Annual Performance Report (APR)for Ronald E. McNair Postbaccalaureate Achievement Program Julie S. Laurel Student Service Federal TRIO Programs U.S. Department of Education

3. What is the purpose of the McNair APR? • To determine compliance with program requirements. • To assess the extent to which projects have met their targets for the program’s objectives (i.e., calculate Prior Experience (PE) points)). • To respond to the Government Performance and Results Act (GPRA). • To respond to the Higher Education Opportunity Act (HEOA) Congressionally-mandated Reports to Congress. • To generate data on the McNair program as a whole for periodic publications. 2

4. Why is the McNair APR undergoing a redesign? • To streamline the data collection process for grantees (i.e., grouping fields based on topic). • To reflect the new standard objectives and other requirements as a result of the 2012 competition (2012-17 grant cycle). • To simplify the PE calculations by: • creating a single year file that can be used to calculate PE points at the time a project submits the APR; and • using one field for the numerator and one field for the denominator. • To address Section 402H of HEOA—Congressionally-mandated reports (e.g., comparative analyses on program outcomes). • To review periodically federal efforts to collect information as required by the Paperwork Reduction Act. 3

5. What is the McNair APR Approval Process? • Two Public Comment Periods: • 60-Day—March 2013 • 30-Day—June 2013 • OMB approval—September 2013 • Preferred method for submitting comments: • www.regulations.gov • Other methods for submitting comments: • Please refer to the Federal Register 4

6. TRIO wants your comments! Go to: www.regulations.gov 5

7. TRIO wants your comments! Go to: www.regulations.gov 6

8. TRIO wants your comments! Go to: www.regulations.gov 7

9. TRIO wants your comments! Go to: www.regulations.gov 8

10. What are the new APR reporting requirements? • In order to provide McNair projects their PE points at the time of APR data submission, each year’s APR data file must include all participant records that are required to calculate PE points for that year. • In addition, beginning in reporting period 2012-13, projects must retain participant records for a period of ten (10) years from the time the participants earned their first bachelor’s degree. • The above reporting requirement will allow the Department to establish the cohort for the doctorate degree attainment objective, which will then enable the Department to calculate the objective using the current reporting year APR data. 9

11. Proposed McNair APR Layout • The McNair APR was redesigned so that where possible, fields pertaining to similar and/or related topics were grouped within the same section. As such, the McNair APR contains the following sections: • Section I, Part 1—Project Identification/Characteristics, Certification and Warning Statements • Section I, Part 2—Project Services • Section II, Record Structure • II.A. Project Identifiers (pre-populated) • II.B. Participant’s Personal Information • II.C. Participant’s Demographic Information and Eligibility Status • II.D. Participant’s Project Enrollment Information • II.E. Participant’s Academic and Degree Status • II.F. Participant’s Research and Internships during the Reporting Year • II.G. Participant’s Graduate School Information 10

12. Proposed McNair APR Data Fields—Section I, Part 1 11

13. Proposed McNair APR Data Fields—Section I, Part 1 (cont.) 12

14. Proposed McNair APR Data Fields—Section I, Part 2 Required and Permissible Services 13

15. Proposed McNair APR Data Fields: Section II—Record Structure 14

16. Proposed McNair APR Data Fields: Section II—Record Structure 15

17. Proposed McNair APR Data Fields: Section II—Record Structure 16

18. Proposed McNair APR Data Fields: Section II—Record Structure 17

19. Proposed McNair APR Data Fields: Section II—Record Structure 18

20. Proposed McNair APR Data Fields: Section II—Record Structure 19

21. Proposed McNair APR Data Fields: Section II—Record Structure 20

22. Proposed McNair APR Data Fields: Section II—Record Structure 21

23. Proposed McNair APR Data Fields: Section II—Record Structure 22

24. Proposed McNair APR Data Fields: Section II—Record Structure 23

25. Proposed McNair APR Data Fields: Section II—Record Structure 24

26. Proposed McNair APR Data Fields: Section II—Record Structure 25

27. Proposed McNair APR Data Fields: Section II—Record Structure 26

28. Which fields have been deleted? 27

29. What types of data sources can a project use to complete the APR? • There are various data sources projects can use to determine a participant’s enrollment and degree status, institution where the degree was earned, whether the student transferred from a two-year institution, etc. Below is a list of data sources that projects can tap into: • National Student Clearinghouse (NSC) • National Student Loan Database (NSLDS) • Survey of Earned Doctorate (SED) • Institution’s Financial Aid Office • Social Media such as Facebook • Alumni Associations 28

30. Ronald E. McNair Postbaccalaureate Achievement Program Student Record Verification Process (Tier 1A) 29

31. Student Record Verification Process (Tier 1A) • Goal • To improve transparency in the calculation of prior experience (PE) points. • To provide McNair projects with their PE points at the time of the APR online data submission. • Process for Achieving Goal • Projects must retain participant records for a period of ten (10) years from the time of first bachelor’s degree attainment. 30

32. Student Record Verification Process (Tier 1A) • Tier 1A Process • Based on information submitted by projects in previous reporting periods, projects will be required to verify the student identifier information—name, date of birth, social security number (if applicable)—for a set of cohorts. These cohorts will be based on the academic year the first bachelor’s degree was attained. • Once the cohort information has been verified during the Tier 1A process, projects will not be allowed to change the student identifiers nor the cohortas doing so will result in the Department not being able to match records across reporting years. 31

33. Student Record Verification Process (Tier 1A) All projects, including those first funded in 2012-13, will be required to retain the participant records for participants who attained the first bachelor’s degree in the 2012-13 academic year and thereafter. 32

34. Student Record Verification Process (Tier 1A) • Timeline • Student Record Verification process commences June/July 2013. • 152 previously funded projects will be notified via email to register online. * • Help Desk will be available to respond to any technical questions. • TRIO staff will be available to respond to any questions regarding the data records (e.g., how to address a record that is not on the cohort file). • Web site will be open for approximately one month. • * Note: The six newly funded projects will not be required to complete the Tier 1A process. 33

35. Questions and Answers • APR Redesign • Public Comment Period • Student Record Verification Process (Tier 1A) 34

36. Contact Information Julie S. Laurel Student Service Federal TRIO Programs 202-502-7664 703-567-4560 Julie.Laurel@ed.gov 35