Program Monitoring System for the Science. Technology, Engineering and Mathematics Talent Expansion Program (STEP)

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Overview

Contact
Inst
Disciplines
Crosswalk
Race_Ethnicity
Majors_05_06
Majors_06_07
Degrees_05_06
Degrees_06_07
Strategies
Challenges
Influences
Student Reach
Notes
Glossary
FAQs

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Sheet 1: Contact

1. Your Contact Information
Please supply contact information for the Principal Investigator (PI)/institution leader and the person completing the survey (if different).
NOTES: Please provide the name and contact information for one primary contact (in addition to the PI/institution leader, if different). This is the person we will contact initially with any questions. If other individuals are involved in the process, we suggest that you maintain their information in your internal records—you could use the Your Contact Information section in the Notes tab. Each institution will receive one institution ID and password, which will be shared by everyone at that institution involved in responding to the survey.
1.1 Principal Investigator (PI)/Institution Leader
First Name:		M.I.:
Last Name:		Phone:		-		-
Title:		Phone ext.:
Institution Address 1:		Fax:
Institution Address 2:
City:
State:
ZIP Code:
E-mail Address:
STEP Program/Project Web Site Address:
1.2 Person Completing Survey (if different)
First Name:		M.I.:
Last Name:		Phone:		-		-
Title:		Phone ext.:
E-mail Address:		Fax:
Alaska
Alabama
Arkansas
Arizona
California
Colorado
Connecticut
District of Columbia
Delaware
Florida
Georgia
Hawaii
Iowa
Idaho
Illinois
Indiana
Kansas
Kentucky
Louisiana
Massachusetts
Maryland
Maine
Michigan
Minnesota
Missouri
Mississippi
Montana
North Carolina
North Dakota
Nebraska
New Hampshire
New Jersey
New Mexico
Nevada
New York
Ohio
Oklahoma
Oregon
Pennsylvania
Puerto Rico
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Virginia
Vermont
Washington
Wisconsin
West Virginia
Wyoming

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Sheet 2: Inst

2. Institution Definitions
If your institution's award start date is before June 30, 2006: Please answer the following questions for the current reporting period (i.e., July 1, 2006–June 30, 2007) only. If your institution's award start date is after June 30, 2006 but before June 30, 2007: Please answer the following questions for the reporting period July 1, 2005–June 30, 2006 (these will be your baseline data) and for the current reporting period (i.e., July 1, 2006–June 30, 2007). Please copy and paste the table below for each reporting period.
NOTES: If your institution's criteria for determining majors are discipline-specific, please include all relevant information in your response to question 2.6: "'What are your institution's requirements for selecting a major?"
If your institution's criteria for determining majors have changed, please answer 'Yes' to the subquestion: "Have these criteria changed since last year?" NSF staff will consider this when analyzing trend data.
It does not matter if the year a student declares his or her major varies by discipline. NSF is most concerned with consistency within each institution from year to year. You may include all relevant information in your response to question 2.6: "What are your institution's requirements for selecting a major?"
There is no word limit for the narrative questions. You may increase the row height/add additional rows to capture your entire response.
	Reporting period: (e.g., July 1, 20XX–June 30, 20XY)
2.1	What cutoff date does your institution use to determine total undergraduate enrollment? (month / day / year, e.g., September / 15 / 2006)
		/		/
2.2	Why is this date used?
	Has this date changed since last year? (Y/N)
2.3	Total undergraduate enrollment (according to the cutoff date indicated in your answer to question 2.1 above): Please include all students (e.g., non-resident international students, part-time students, non-degree-seeking students).
2.4	How does your institution define a full-time equivalent (FTE) student?
	Has this definition changed since last year? (Y/N)
2.5	Total undergraduate FTE enrollment: Please include all students (e.g., non-resident international students, part-time students, non-degree-seeking students).
2.6	What are your institution's requirements for selecting a major?
	Have these criteria changed since last year? (Y/N)
	January
	February
	March
	April
	May
	June
	July
	August
	September
	October
	November
	December

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Sheet 3: Disciplines

3.1 Student Demographics – Disciplines Offered
If your institution's award start date is before June 30, 2006: Please answer the following question for the current reporting period (i.e., July 1, 2006–June 30, 2007) only. If your institution's award start date is after June 30, 2006 but before June 30, 2007: Please answer the following question for the reporting period July 1, 2005–June 30, 2006 (these will be your baseline data) and for the current reporting period (i.e., July 1, 2006–June 30, 2007). Please copy and paste the table below for each reporting period.
Please indicate the Science, Technology, Engineering, and Mathematics (STEM) disciplines in which your institution offers majors/degrees. A complete list of discipline classifications is available in the Crosswalk tab.
	Reporting period: (e.g., July 1, 20XX–June 30, 20XY)
	Agricultural Science
	Biological Sciences
	Chemistry
	Computer Science
	Engineering
	Environmental Science
	Geosciences
	Mathematics
	Physics/Astronomy
	Psychology

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Sheet 4: Crosswalk

NSF Science, Technology, Engineering, and Mathematics (STEM) Classification of Instructional Programs (CIP) Crosswalk
The NSF CIP Code Crosswalk for STEM disciplines is provided below. These classifications are intended to be guidelines, not firm definitions, as to what should be reported under a particular discipline. Institutions are ultimately responsible for deciding how to classify fields based on the departmental structure within the institution. Likewise, institutions should decide how best to classify multidisciplinary fields. Each student should be reported under only one discipline. Most importantly, institutions should report consistently from year to year.
	Agricultural Science
	01.09 Animal Sciences
	01.10 Food Science and Technology
	01.12 Soil Sciences
	01.99 Agriculture, Agriculture Operations and Related Sciences, Other
	03.0101 Natural Resources/Conservation, General
	03.02 Natural Resources Management and Policy
	03.03 Fishing and Fisheries Sciences and Management
	03.05 Forestry
	03.06 Wildlife and Wildlands Science and Management
	03.99 Natural Resources and Conservation, Other
	Biological Sciences
	26.0403 Anatomy
	26.0202 Biochemistry
	26.01 Biology, General
	26.1101 Biometry/Biometrics
	26.1102 Biostatistics
	26.1309 Epidemiology
	26.0203 Biophysics
	26.03 Botany/Plant Biology
	26.0305 Plant Pathology/Phytopathology
	26.0307 Plant Physiology
	26.04 Cell/Cellular Biology and Anatomical Sciences
	26.0401 Cell/Cellular Biology and Histology
	26.0204 Molecular Biology
	26.1301 Ecology
	26.0505 Parasitology
	26.0702 Entomology
	26.0804 Animal Genetics
	26.0805 Plant Genetics
	26.1303 Evolutionary Biology
	26.0806 Human/Medical Genetics
	26.05 Microbiological Sciences and Immunology
	26.0507 Immunology
	26.0504 Virology
	26.0503 Medical Microbiology and Bacteriology
	19.05 Foods, Nutrition, and Related Services
	30.1901 Nutritional Sciences
	26.0910 Pathology/Experimental Pathology
	26.1001 Pharmacology
	26.1004 Toxicology
	26.0707 Animal Physiology
	26.0901 Physiology, General
	26.09 Physiology, Pathology and Related Sciences
	26.07 Zoology/Animal Biology
	26.1201 Biotechnology
	26.99 Biological and Biomedical Sciences, Other
	30.01 Biological and Physical Sciences
	30.1001 Biopsychology
	30.2401 Neuroscience
	Chemistry
	40.05 Chemistry
	40.0507 Polymer Chemistry
	Computer Science
	11.01 Computer and Information Sciences, General
	11.04 Information Science/Studies
	11.07 Computer Science
	52.1201 Management Information Systems, General
	52.1301 Management Science, General
	Engineering
	14.02 Aerospace, Aeronautical and Astronautical Engineering
	14.03 Agricultural/Biological Engineering and Bioengineering
	14.05 Biomedical/Medical Engineering
	03.0509 Wood Science and Wood Products/Pulp and Paper Technology
	14.07 Chemical Engineering
	14.32 Polymer/Plastics Engineering
	04.02 Architecture
	14.04 Architectural Engineering
	14.08 Civil Engineering
	14.0803 Structural Engineering
	14.0805 Water Resources Engineering
	14.14 Environmental/Environmental Health Engineering
	14.09 Computer Engineering, General
	14.10 Electrical, Electronics and Communications Engineering
	14.12 Engineering Physics
	14.13 Engineering Science
	14.27 Systems Engineering
	30.06 Systems Science and Theory
	14.11 Engineering Mechanics
	14.19 Mechanical Engineering
	14.06 Ceramic Sciences and Engineering
	14.18 Materials Engineering
	14.20 Metallurgical Engineering
	14.28 Textile Sciences and Engineering
	14.31 Materials Science
	40.9999 Physical Sciences, Other
	14.21 Mining and Mineral Engineering
	14.23 Nuclear Engineering
	14.25 Petroleum Engineering
	14.01 Engineering, General
	14.22 Naval Architecture and Marine Engineering
	14.24 Ocean Engineering
	14.99 Engineering, Other
	Environmental Science
	03.0103 Environmental Studies
	03.0104 Environmental Science
	Geosciences
	40.06 Geological and Earth Sciences/Geosciences
	40.0601 Geology/Earth Science, General
	Mathematics
	27.01 Mathematics
	27.03 Applied Mathematics
	14.3701 Operations Research
	27.99 Mathematics and Statistics, Other
	30.08 Mathematics and Computer Science
	27.05 Statistics
	52.1304 Actuarial Science
	Physics/Astronomy
	40.02 Astronomy and Astrophysics
	40.08 Physics
	40.0807 Optics/Optical Sciences
	40.0809 Acoustics
	Psychology
	42.01 Psychology, General
	42.0701 Developmental and Child Psychology
	42.0801 Experimental Psychology
	42.1101 Physiological Psychology/Psychobiology
	Biopsychology (see Biological Sciences above)
	Neuroscience (see Biological Sciences above)
	Physiology (see Biological Sciences above)
	NOTE: Clinical Psychology should not be included as a STEM discipline.

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Sheet 5: Race_Ethnicity

Race/Ethnicity Categories
The following race/ethnicity categories are mandated by the Office of Management and Budget (OMB); definitions for each category are provided below. Please make your best attempt to match your institution's categories with those in the survey. We recommend that you maintain internal records of your methods—you could use the appropriate survey section(s) in the Notes tab. NSF is most concerned with consistency within each institution from year to year. As long as your institution reports these data in the same way each year, NSF will be able to monitor your project's progress and measure its effectiveness.
	Ethnicity
	A classification indicating general ethnic heritage based on self-identification, as in data collected by the U.S. Census Bureau. These categories are in accordance with the Office of Management and Budget standard classification scheme presented below:
	Hispanic or Latino—A person of Mexican, Puerto Rican, Cuban, Central or South American, or other Spanish culture or origin, regardless of race.
	Not Hispanic or Latino—A person whose ethnicity is not Hispanic or Latino.
	Not Reported or Unknown—The data are unavailable or the participant has indicated that he or she does not want to provide this information.
	Race
	A classification indicating general racial or ethnic heritage based on self-identification. Use the following descriptions as a guideline:
	American Indian or Alaska Native—A person having origins in any of the original peoples of North America and who maintains cultural identification through tribal affiliation or community recognition.
	Asian—A person having origins in any of the original peoples of East Asia, Southeast Asia, or the Indian subcontinent. This area includes, for example, China, India, Indonesia, Japan, Korea, and Vietnam.
	Black or African American—A person having origins in any of the black racial groups of Africa.
	Native Hawaiian or Other Pacific Islander—A person having origins in any of the original peoples of Hawaii; the U.S. Pacific territories of Guam, American Samoa, and the Northern Marianas; the U.S. Trust Territory of Palau; the islands of Micronesia and Melanesia; or the Philippines.
	White—A person having origins in any of the original peoples of Europe, North Africa, or the Middle East.
	Not Reported or Unknown—The data are unavailable or the participant has indicated that he or she does not want to provide this information.

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Sheet 6: Majors_05_06

3.2 Student Demographics – Majors (2005–06)
This tab is only for institutions whose award start date is after June 30, 2006 but before June 30, 2007.
Please provide demographic data (ethnicity, race, and gender) for students who have completed the requirements necessary to be officially recognized by your institution as majoring in each discipline offered by your institution between July 1, 2005–June 30, 2006; these will be your baseline data. (U.S. citizens or permanent residents only.) Please refer to the list of STEM disciplines in the Disciplines tab. You will also need to submit data for non-STEM disciplines (combined) and undeclared. Please copy and paste the tables below for each discipline offered by your institution (plus non-STEM combined and undeclared).
NOTES: NSF is interested in data on all disciplines at your institution, not just those targeted by your STEP project. It is not necessary to distinguish between disciplines targeted by your STEP project and other disciplines offered as majors by your institution.
If your institution considers 'Hispanic' to be a race category, please report all students classified by your institution as Hispanic under 'Hispanic or Latino, Race Not Reported or Unknown' and report all other students under the appropriate race categories under 'Not Hispanic or Latino'.
Please report headcount vs. FTE.
For students with multiple majors, if a student has one STEM major and one non-STEM major, we recommend counting the student as a STEM major. If a student has two STEM majors, it is up to the institution to decide under which major to record the student. Please report each student under only one major. We recommend that you maintain internal records of your methods—you could use the Student Demographics – Majors section in the Notes tab. NSF is most concerned with consistency within each institution from year to year.
In the case of multidisciplinary majors, each institution should decide where to classify these majors and whether/how to split them. We recommend that you maintain internal records of your methods—you could use the Student Demographics – Majors section in the Notes tab. NSF is most concerned with consistency within each institution from year to year.
			Discipline:
Not Hispanic or Latino students
	Race(s)		Male		Female		Gender Not Reported		Auto- Total
	American Indian or Alaska Native		0		0		0		0
	Asian		0		0		0		0
	Black or African American		0		0		0		0
	Native Hawaiian or Other Pacific Islander		0		0		0		0
	White		0		0		0		0
	More Than One Race Reported Count students reporting two or more race categories where at least one of the reported categories is: American Indian or Alaska Native, Black or African American, or Native Hawaiian or Other Pacific Islander.		0		0		0		0
	More Than One Race Reported (Asian & White) Count students reporting both Asian and White, but no other race.		0		0		0		0
	Race Not Reported or Unknown		0		0		0		0
	Total Not Hispanic or Latino (Auto-Total)		0		0		0		0
			Discipline:
Hispanic or Latino students
	Race(s)		Male		Female		Gender Not Reported		Auto- Total
	American Indian or Alaska Native		0		0		0		0
	Asian		0		0		0		0
	Black or African American		0		0		0		0
	Native Hawaiian or Other Pacific Islander		0		0		0		0
	White		0		0		0		0
	More Than One Race Reported Count students reporting two or more race categories where at least one of the reported categories is: American Indian or Alaska Native, Black or African American, or Native Hawaiian or Other Pacific Islander.		0		0		0		0
	More Than One Race Reported (Asian & White) Count students reporting both Asian and White, but no other race.		0		0		0		0
	Race Not Reported or Unknown		0		0		0		0
	Total Hispanic or Latino (Auto-Total)		0		0		0		0
			Discipline:
	Neither Ethnicity nor Race Reported		0		0		0		0
	Grand-Total (Auto-Total)		0		0		0		0

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Sheet 7: Majors_06_07

3.2 Student Demographics – Majors (2006–07)
Please provide demographic data (ethnicity, race, and gender) for students who have completed the requirements necessary to be officially recognized by your institution as majoring in each discipline offered by your institution between July 1, 2006–June 30, 2007. (U.S. citizens or permanent residents only.) Please refer to the list of STEM disciplines in the Disciplines tab. You will also need to submit data for non-STEM disciplines (combined) and undeclared. Please copy and paste the tables below for each discipline offered by your institution (plus non-STEM combined and undeclared).
NOTES: NSF is interested in data on all disciplines at your institution, not just those targeted by your STEP project. It is not necessary to distinguish between disciplines targeted by your STEP project and other disciplines offered as majors by your institution.
If your institution considers 'Hispanic' to be a race category, please report all students classified by your institution as Hispanic under 'Hispanic or Latino, Race Not Reported or Unknown' and report all other students under the appropriate race categories under 'Not Hispanic or Latino'.
Please report headcount vs. FTE.
For students with multiple majors, if a student has one STEM major and one non-STEM major, we recommend counting the student as a STEM major. If a student has two STEM majors, it is up to the institution to decide under which major to record the student. Please report each student under only one major. We recommend that you maintain internal records of your methods—you could use the Student Demographics – Majors section in the Notes tab. NSF is most concerned with consistency within each institution from year to year.
In the case of multidisciplinary majors, each institution should decide where to classify these majors and whether/how to split them. We recommend that you maintain internal records of your methods—you could use the Student Demographics – Majors section in the Notes tab. NSF is most concerned with consistency within each institution from year to year.
			Discipline:
Not Hispanic or Latino students
	Race(s)		Male		Female		Gender Not Reported		Auto- Total
	American Indian or Alaska Native		0		0		0		0
	Asian		0		0		0		0
	Black or African American		0		0		0		0
	Native Hawaiian or Other Pacific Islander		0		0		0		0
	White		0		0		0		0
	More Than One Race Reported Count students reporting two or more race categories where at least one of the reported categories is: American Indian or Alaska Native, Black or African American, or Native Hawaiian or Other Pacific Islander.		0		0		0		0
	More Than One Race Reported (Asian & White) Count students reporting both Asian and White, but no other race.		0		0		0		0
	Race Not Reported or Unknown		0		0		0		0
	Total Not Hispanic or Latino (Auto-Total)		0		0		0		0
			Discipline:
Hispanic or Latino students
	Race(s)		Male		Female		Gender Not Reported		Auto- Total
	American Indian or Alaska Native		0		0		0		0
	Asian		0		0		0		0
	Black or African American		0		0		0		0
	Native Hawaiian or Other Pacific Islander		0		0		0		0
	White		0		0		0		0
	More Than One Race Reported Count students reporting two or more race categories where at least one of the reported categories is: American Indian or Alaska Native, Black or African American, or Native Hawaiian or Other Pacific Islander.		0		0		0		0
	More Than One Race Reported (Asian & White) Count students reporting both Asian and White, but no other race.		0		0		0		0
	Race Not Reported or Unknown		0		0		0		0
	Total Hispanic or Latino (Auto-Total)		0		0		0		0
			Discipline:
	Neither Ethnicity nor Race Reported		0		0		0		0
	Grand-Total (Auto-Total)		0		0		0		0

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Sheet 8: Degrees_05_06

3.3 Student Demographics – Degrees Granted (2005–06)
This tab is only for institutions whose award start date is after June 30, 2006 but before June 30, 2007.
Please provide demographic data (ethnicity, race, and gender) for the bachelor's degrees granted in each discipline offered by your institution during the reporting period July 1, 2005–June 30, 2006; these will be your baseline data. (U.S. citizens or permanent residents only.) Please refer to the list of STEM disciplines in the Disciplines tab. You will also need to submit data for non-STEM disciplines (combined). Please copy and paste the tables below for each discipline offered by your institution (plus non-STEM combined).
NOTES: NSF is interested in data on all disciplines at your institution, not just those targeted by your STEP project. It is not necessary to distinguish between disciplines targeted by your STEP project and other disciplines offered as degrees by your institution.
If your institution considers 'Hispanic' to be a race category, please report all students classified by your institution as Hispanic under 'Hispanic or Latino, Race Not Reported or Unknown' and report all other students under the appropriate race categories under 'Not Hispanic or Latino'.
For students with multiple degrees, if a student has one STEM degree and one non-STEM degree, we recommend counting the STEM degree. If a student has two STEM degrees, it is up to the institution to decide under which degree to record the student. Please report each student under only one degree. We recommend that you maintain internal records of your methods—you could use the Student Demographics – Degrees Granted section in the Notes tab. NSF is most concerned with consistency within each institution from year to year.
In the case of multidisciplinary degrees, each institution should decide where to classify these degrees and whether/how to split them. We recommend that you maintain internal records of your methods—you could use the Student Demographics – Degrees Granted section in the Notes tab. NSF is most concerned with consistency within each institution from year to year.
			Discipline:
Not Hispanic or Latino students
	Race(s)		Male		Female		Gender Not Reported		Auto- Total
	American Indian or Alaska Native		0		0		0		0
	Asian		0		0		0		0
	Black or African American		0		0		0		0
	Native Hawaiian or Other Pacific Islander		0		0		0		0
	White		0		0		0		0
	More Than One Race Reported Count students reporting two or more race categories where at least one of the reported categories is: American Indian or Alaska Native, Black or African American, or Native Hawaiian or Other Pacific Islander.		0		0		0		0
	More Than One Race Reported (Asian & White) Count students reporting both Asian and White, but no other race.		0		0		0		0
	Race Not Reported or Unknown		0		0		0		0
	Total Not Hispanic or Latino (Auto-Total)		0		0		0		0
			Discipline:
Hispanic or Latino students
	Race(s)		Male		Female		Gender Not Reported		Auto- Total
	American Indian or Alaska Native		0		0		0		0
	Asian		0		0		0		0
	Black or African American		0		0		0		0
	Native Hawaiian or Other Pacific Islander		0		0		0		0
	White		0		0		0		0
	More Than One Race Reported Count students reporting two or more race categories where at least one of the reported categories is: American Indian or Alaska Native, Black or African American, or Native Hawaiian or Other Pacific Islander.		0		0		0		0
	More Than One Race Reported (Asian & White) Count students reporting both Asian and White, but no other race.		0		0		0		0
	Race Not Reported or Unknown		0		0		0		0
	Total Hispanic or Latino (Auto-Total)		0		0		0		0
			Discipline:
	Neither Ethnicity nor Race Reported		0		0		0		0
	Grand-Total (Auto-Total)		0		0		0		0

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Sheet 9: Degrees_06_07

3.3 Student Demographics – Degrees Granted (2006–07)
Please provide demographic data (ethnicity, race, and gender) for the bachelor's degrees granted in each discipline offered by your institution during the reporting period July 1, 2006–June 30, 2007. (U.S. citizens or permanent residents only.) Please refer to the list of STEM disciplines in the Disciplines tab. You will also need to submit data for non-STEM disciplines (combined). Please copy and paste the tables below for each discipline offered by your institution (plus non-STEM combined).
NOTES: NSF is interested in data on all disciplines at your institution, not just those targeted by your STEP project. It is not necessary to distinguish between disciplines targeted by your STEP project and other disciplines offered as degrees by your institution.
If your institution considers 'Hispanic' to be a race category, please report all students classified by your institution as Hispanic under 'Hispanic or Latino, Race Not Reported or Unknown' and report all other students under the appropriate race categories under 'Not Hispanic or Latino'.
For students with multiple degrees, if a student has one STEM degree and one non-STEM degree, we recommend counting the STEM degree. If a student has two STEM degrees, it is up to the institution to decide under which degree to record the student. Please report each student under only one degree. We recommend that you maintain internal records of your methods—you could use the Student Demographics – Degrees Granted section in the Notes tab. NSF is most concerned with consistency within each institution from year to year.
In the case of multidisciplinary degrees, each institution should decide where to classify these degrees and whether/how to split them. We recommend that you maintain internal records of your methods—you could use the Student Demographics – Degrees Granted section in the Notes tab. NSF is most concerned with consistency within each institution from year to year.
			Discipline:
Not Hispanic or Latino students
	Race(s)		Male		Female		Gender Not Reported		Auto- Total
	American Indian or Alaska Native		0		0		0		0
	Asian		0		0		0		0
	Black or African American		0		0		0		0
	Native Hawaiian or Other Pacific Islander		0		0		0		0
	White		0		0		0		0
	More Than One Race Reported Count students reporting two or more race categories where at least one of the reported categories is: American Indian or Alaska Native, Black or African American, or Native Hawaiian or Other Pacific Islander.		0		0		0		0
	More Than One Race Reported (Asian & White) Count students reporting both Asian and White, but no other race.		0		0		0		0
	Race Not Reported or Unknown		0		0		0		0
	Total Not Hispanic or Latino (Auto-Total)		0		0		0		0
			Discipline:
Hispanic or Latino students
	Race(s)		Male		Female		Gender Not Reported		Auto- Total
	American Indian or Alaska Native		0		0		0		0
	Asian		0		0		0		0
	Black or African American		0		0		0		0
	Native Hawaiian or Other Pacific Islander		0		0		0		0
	White		0		0		0		0
	More Than One Race Reported Count students reporting two or more race categories where at least one of the reported categories is: American Indian or Alaska Native, Black or African American, or Native Hawaiian or Other Pacific Islander.		0		0		0		0
	More Than One Race Reported (Asian & White) Count students reporting both Asian and White, but no other race.		0		0		0		0
	Race Not Reported or Unknown		0		0		0		0
	Total Hispanic or Latino (Auto-Total)		0		0		0		0
			Discipline:
	Neither Ethnicity nor Race Reported		0		0		0		0
	Grand-Total (Auto-Total)		0		0		0		0

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Sheet 10: Strategies

4. Strategies & Activities (2006–07)
Please list and briefly describe the types of strategies and/or activities supported under your STEP grant between July 1, 2006–June 30, 2007 that have been planned, implemented, and/or completed to increase the number of STEM graduates. (You must enter at least one strategy/activity and may enter multiple strategies/activities. For multiple strategies/activities, please copy and paste the table below for each strategy/activity.)
NOTES: There is no word limit for the narrative questions. You may increase the row height/add additional rows to capture your entire response.
Planned: The project intends to use this strategy/activity and may be carrying out planning discussions and preparations but has not begun trials or implementation of the strategy/activity. Implemented: The project has begun trials of the strategy/activity. The project may still be in the process of gathering information about the use of the strategy/activity in order to make modifications, or the project may have institutionalized the use of the strategy/activity. Completed: The project has finished trials of the strategy/activity and will not be pursuing this strategy/activity.
	4.1 Title of strategy/activity:
	4.2 Status: (Planned/Implemented/Completed)
	4.3 Brief description of strategy/activity:
	4.4 Number of undergraduate students participating in this strategy/activity: (Implemented/Completed strategies/activities only.)
	0
	4.5 Number of high school students (include juniors and seniors only) participating in this strategy/activity: (Implemented/Completed strategies/activities only.)
	0
	4.6 Indications that this strategy/activity will increase the number of STEM graduates:
	4.7 Describe any challenges in implementing this strategy/activity:

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Sheet 11: Challenges

5. Challenges (2006–07)
List and briefly describe any challenges involved in increasing the number of STEM graduates that are not related to the strategies/activities discussed in the Strategies tab. You may add as many challenges as you want. (For multiple challenges, please copy and paste the table below for each challenge.) Include challenges encountered during the reporting period July 1, 2006–June 30, 2007.
NOTES: There is no word limit for the narrative questions. You may increase the row height/add additional rows to capture your entire response.
	5.1 Title of challenge:
	5.2 Brief description of challenge:

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Sheet 12: Influences

6. Other Influences (2006–07)
Please describe any influences (positive or negative) beyond the scope of your STEP grant and not already described in the Strategies and Challenges tabs that may affect the number of STEM graduates.
NOTES: There is no word limit for the narrative questions. You may increase the row height/add additional rows to capture your entire response.
	Description of influences:

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Sheet 13: Student Reach

7. Student Reach of Project (2006–07)
Please answer the following questions for the current reporting period (i.e., July 1, 2006–June 30, 2007).
NOTES: For question 7.2 NSF is not concerned with the number of scholarships, stipends, etc., granted, only the number of undergraduate students receiving funding.
There is no word limit for the narrative question. You may increase the row height/add additional rows to capture your entire response.
7.1	Since many of your activities will serve the same students multiple times, please estimate:
	a.	How many distinct undergraduate students participating in the strategies/activities carried out under your STEP grant between July 1, 2006–June 30, 2007 (e.g., students in courses being modified, students in summer programs), whether paid or not and whether the influence was minor or major?
		0
	b.	How many distinct high school students (juniors and seniors only) participated in the strategies/activities carried out under your STEP grant between July 1, 2006–June 30, 2007 (e.g., students in summer programs, students in career awareness programs, students being tutored, students in recruitment activities), whether paid or not and whether the influence was minor or major?
		0
7.2	How many undergraduate students received funding of any type under your STEP grant between July 1, 2006–June 30, 2007? This would include any kind of payment from the grant (e.g., tutors, summer research stipends, scholarships, internships, mentors).
		0
7.3	For what types of efforts were undergraduate students funded (e.g., tutors, summer research stipends, scholarships, internships, mentors)?

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Sheet 14: Notes

Notes
NSF is most concerned with consistency within each institution from year to year. We recommend keeping internal records of your methods. You may use the space below to enter such information under the corresponding survey sections. These notes are especially helpful if/when a different person is responsible for completing the survey in subsequent years. You can record names and phone numbers/e-mail addresses for contacts from whom information was obtained as well as notes on how certain data were reported. For example, in the case of students with double majors you may decide to report them as STEM majors if at least one of their majors is in a STEM discipline. By saving this kind of information under the appropriate survey section(s), next year it will be clear how to report in a consistent fashion that will accurately show trends. (You may increase the row height/add additional rows to capture your notes.)
	1. Your Contact Information
	2. Institution Definitions
	3. Student Demographics (General)
	3.1 Student Demographics – Disciplines Offered
	3.2 Student Demographics – Majors
	3.3 Student Demographics – Degrees Granted
	4. Strategies & Activities
	5. Challenges
	6. Other Influences
	7. Student Reach of Project

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Sheet 15: Glossary

STEP Glossary
	Completed
	The project has finished trials of the strategy/activity and will not be pursuing this strategy/activity.
	Ethnicity
	A classification indicating general ethnic heritage based on self-identification, as in data collected by the U.S. Census Bureau. These categories are in accordance with the Office of Management and Budget standard classification scheme presented below:
	Hispanic or Latino—A person of Mexican, Puerto Rican, Cuban, Central or South American, or other Spanish culture or origin, regardless of race
	Not Hispanic or Latino—A person whose ethnicity is not Hispanic or Latino
	Not Reported or Unknown—The data are unavailable or the participant has indicated that he or she does not want to provide this information.
	Implemented
	The project has begun trials of the strategy/activity. The project may still be in the process of gathering information about the use of the strategy/activity in order to make modifications, or the project may have institutionalized the use of the strategy/activity.
	Institution Leader
	The individual at the partner institution responsible for the completion/submission of the annual survey.
	Lead Institution
	The organization that has primary responsibility for the STEP network (i.e., the institution of the principal investigator).
	Partner Institutions
	The other organizations in the network that are actively involved in STEP activities.
	Planned
	The project intends to use this strategy/activity and may be carrying out planning discussions and preparations but has not begun trials or implementation of the strategy/activity.
	Principal Investigator (PI)
	The individual, designated by the awardee and approved by NSF, who is responsible for the scientific or technical direction of the project. Also, the individual at the lead institution responsible for the completion/submission of the annual survey.
	Race
	A classification indicating general racial or ethnic heritage based on self-identification. Use the following descriptions as a guideline:
	American Indian or Alaska Native—A person having origins in any of the original peoples of North America and who maintains cultural identification through tribal affiliation or community recognition.
	Asian—A person having origins in any of the original peoples of East Asia, Southeast Asia, or the Indian subcontinent. This area includes, for example, China, India, Indonesia, Japan, Korea, and Vietnam.
	Black or African American—A person having origins in any of the black racial groups of Africa.
	Native Hawaiian or Other Pacific Islander—A person having origins in any of the original peoples of Hawaii; the U.S. Pacific territories of Guam, American Samoa, and the Northern Marianas; the U.S. Trust Territory of Palau; the islands of Micronesia and Melanesia; or the Philippines.
	White—A person having origins in any of the original peoples of Europe, North Africa, or the Middle East.
	Not Reported or Unknown—The data are unavailable or the participant has indicated that he or she does not want to provide this information.
	If you have any questions about terms not covered in the glossary, please contact STEP Technical Support at [email protected] or (866) 227-7127.

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Sheet 16: FAQs

STEP Frequently Asked Questions (FAQs)
	Q: What is the reporting period for this data collection?
	A: The reporting period is July 1–June 30. In order to evaluate the success of your project, NSF is collecting baseline data for the year prior to your award as well as data for each year of your award. If your institution's award start date is before June 30, 2006: You will report data for the current reporting period (July 1, 2006–June 30, 2007) only (contact information, institution definitions, student demographics, strategies & activities, challenges, other influences, and student reach of project). If your institution's award start date is after June 30, 2006 but before June 30, 2007: You will first report data (contact information, institution definitions, and student demographics only) for the July 1, 2005–June 30, 2006 reporting period; these will be your baseline data. Once these data have been submitted to NSF, data for the current reporting period (July 1, 2006–June 30, 2007) may be submitted (contact information, institution definitions, student demographics, strategies & activities, challenges, other influences, and student reach of project).
	Q: Since my institution is submitting data for multiple reporting periods, will we have to enter all these data multiple times?
	A: The online system will allow you to carry forward data from the previous reporting period (such as contact information, institution definitions, and disciplines offered), in order to make the data entry process easier. You may then edit these data as needed for the period for which you are reporting.
	Q: How will data entry and submission be handled for lead and partner institutions?
	A: Each institution must enter and submit its own data unless alternative arrangements between the lead and partner institution(s) have been made. Lead institutions are ultimately responsible for the completion of both their own survey and their partner institutions’ surveys. Using the Partner Institution Responses feature (see online system's left-side navigation options), lead institutions can monitor the progress of their partner institutions, view their data, and send them e-mail reminders through the system.
	Q: What if more than one person is involved in completing the survey?
	A: Please provide the name and contact information for one primary contact (in addition to the principal investigator/institution leader, if different). This is the person we will initially contact with any questions about the data. If other individuals are involved in the data collection/entry process, we suggest that you maintain their information in your internal records. Each institution will receive one institution ID and password, which will be shared by everyone at that institution involved in responding to the survey.
	Q: What is the Notes feature?
	A: At the bottom of the online system's data entry screens there is a pen and paper icon with the words “Show Notes” next to it. If you select the icon/text, a text box appears and the words change to “Hide Notes.” If you select the icon/text again, the text box disappears and the words change back to “Show Notes.” This is the system's Notes feature. Text entered in the Notes textbox (as well as any data entered on the screen) are saved when you select the screen's Save button. You may save the screen as many times as needed to capture the relevant Notes information, even if you aren't changing any of the survey data. You may view/print out all of your notes using the Print My Data feature (see left-side navigation options).
	Throughout the help material, we emphasize that NSF is most concerned with consistency within each institution from year to year and recommend keeping internal records of your methods. The Notes feature allows you to enter and save such information right alongside the relevant survey data. This way information helpful to specific sections of the survey will be right-at-hand when filling out those sections and will be carried forward to next year's survey. This is especially helpful if/when a different person is responsible for completing the survey in subsequent years. You can record names and phone numbers/e-mail addresses for contacts from whom information was obtained as well as notes on how certain data were reported. For example, in the case of students with double majors you may decide to report them as STEM majors if at least one of their majors is in a STEM discipline. By saving this kind of information in the appropriate survey section(s), next year it will be clear how to report in a consistent fashion that will accurately show trends.
	For this offline data collection tool, we have included a Notes tab for you to enter your notes for the various survey sections.
	Q: How do we fill out the Student Demographics information if our institution’s academic year/enrollment cutoff date differs from the requested reporting period?
	A: Each student should be counted only once per reporting period. In the Student Demographics section of the survey you should report degrees granted and transfers to 4-year institutions that occurred during the specified reporting period (e.g., July 1, 2005–June 30, 2006). You should report majors as of the cutoff date that your institution uses to determine total undergraduate enrollment (as reported in the Institution Definitions section of your survey). For example, if your cutoff date is October 1, you would use the annualized enrollment data as of October 1, 2005 to report majors for the July 1, 2005–June 30, 2006 reporting period. For the July 1, 2006–June 30, 2007 reporting period, you would use the annualized enrollment data as of October 1, 2006. NSF is most interested in consistency within each institution from year to year. As long as you report the same way each year, NSF will be able to monitor the progress and measure the effectiveness of your STEP project. In the future should there be any change to your institution's cutoff date, you would note this in the Institution Definitions section of your survey and NSF would take this into consideration when analyzing trend data.
	Q: What if my institution's criteria for determining majors are discipline-specific?
	A: You may include all relevant information in your response to the question “What are your institution's requirements for considering a student a Science, Technology, Engineering, and Mathematics (STEM) major (or your institution's equivalent classification)?” (for 2-year institutions)/”What are your institution's requirements for selecting a major?” (for 4-year institutions).
	Q: What happens if my institution's criteria for determining majors change?
	A: Please answer “Yes” to the subquestion “Have these criteria changed since last year?” NSF staff will consider this when analyzing trend data.
	Q: What if the year a student declares his or her major varies by discipline?
	A: It does not matter. NSF is most concerned with consistency within each institution from year to year. You may include all relevant information in your response to the question “What are your institution's requirements for considering a student a STEM major (or your institution's equivalent classification)?” (for 2-year institutions)/”What are your institution's requirements for selecting a major?” (for 4-year institutions).
	Q: What if my institution does not report majors/degrees by the disciplines/categories provided?
	A: A discipline crosswalk has been provided in the online system's Help & Instructions feature (see left-side navigation options) and this tool's Crosswalk tab to offer guidance in classifying your institution's majors/degrees. Please make your best attempt to match your disciplines with those in the survey. We received feedback from several two-year institutions indicating that they cannot match the survey’s disciplines or general categories. If this is the case for your institution, please contact us. We will work with you to establish appropriate categories that will allow NSF to monitor the progress and measure the effectiveness of your STEP project. Remember that NSF is most concerned with consistency within each institution from year to year, rather than comparisons among institutions. We recommend that you maintain internal records of your methods in order to help you report in the same way each year. (You may use the system’s Notes feature to record such information alongside of the relevant survey data. For this tool, please use the Notes tab to record such information.) If you need assistance, please contact STEP Technical Support at [email protected] or (866) 227-7127.
	Q: Will institutions have the option to determine which disciplines are STEM disciplines?
	A: A discipline crosswalk has been provided to offer guidance in classifying your institution's majors/degrees; however, institutions should do what makes the most sense for them. We recommend that you maintain internal records of your methods. (You may use the online system’s Notes feature to record such information alongside of the relevant survey data. For this tool, please use the Notes tab to record such information.) NSF is most concerned with consistency within each institution from year to year.
	Q: How do we account for multidisciplinary majors/degrees?
	A: Each institution should decide where to classify these majors/degrees and if/how to split them. We recommend that you maintain internal records of your methods. (You may use the online system’s Notes feature to record such information alongside of the relevant survey data. For this tool, please use the Notes tab to record such information.) NSF is most concerned with consistency within each institution from year to year.
	Q: How do we handle students with multiple majors?
	A: If a student has one STEM major and one non-STEM major, we recommend counting the student as a STEM major. If a student has two STEM majors, it is up to the institution to decide under which major to record the student. Please report each student under only one major. We recommend that you maintain internal records of your methods. (You may use the online system’s Notes feature to record such information alongside of the relevant survey data. For this tool, please use the Notes tab to record such information.) NSF is most concerned with consistency within each institution from year to year.
	Q: How do we handle education-related STEM disciplines (e.g., science secondary education)?
	A: In general, institutions should not count education degrees; however, it will be the institution's decision whether to count education degrees granted by STEM departments. We recommend that you maintain internal records of your methods. (You may use the online system’s Notes feature to record such information alongside of the relevant survey data. For this tool, please use the Notes tab to record such information.) NSF is most concerned with consistency within each institution from year to year.
	Q: Our STEP project involves only biology and chemistry. Do we have to report data for the other disciplines? And how do we differentiate between disciplines targeted by our STEP project and other disciplines offered as majors/degrees by our institution?
	A: NSF is interested in data on all disciplines at your institution, not just those targeted by your STEP project. It is not necessary to distinguish between disciplines targeted by your STEP project and other disciplines offered as majors/degrees by your institution.
	Q: What if my institution does not collect race/ethnicity data at the same level of detail as is requested?
	A: The race/ethnicity categories used in the survey are mandated by the Office of Management and Budget; definitions for each category are provided in the system. Please make your best attempt to match your institution's categories with those in the survey. We recommend that you maintain internal records of your methods. (You may use the online system’s Notes feature to record such information alongside of the relevant survey data. For this tool, please use the Notes tab to record such information.) NSF is most concerned with consistency within each institution from year to year. As long as your institution reports these data in the same way each year, NSF will be able to monitor your project's progress and measure its effectiveness. If you need assistance, please contact STEP Technical Support at [email protected] or (866) 227-7127.
	Q: What if my institution considers “Hispanic” to be a race category?
	A: Please report all students classified by your institution as Hispanic under “Hispanic or Latino, Race Not Reported or Unknown” and report all other students under the appropriate race categories under “Not Hispanic or Latino.”
	Q: What if my institution does not collect information on multiple races?
	A: Please enter zeros for the More Than One Race Reported categories.
	Q: Is there a word limit for responses to the narrative questions?
	A: No, there is not a word limit for any of the narrative questions. In the online system, you may enter as much information as you want in the appropriate text boxes. The text boxes will capture your entire response and automatically generate a vertical scrolling bar if the text extends beyond the current screen view.
	Q: What is the Repository/Library?
	A: The online STEP Repository/Library allows users to view and download resource files, including files submitted by users and administrative documents created by Macro International (e.g., offline data collection forms). The library includes the following information for each resource: file name (size), title, description, and submitted by (institution/award name and contact person name). Contributions are strictly voluntary. Materials such as surveys/assessments, strategic evaluation matrices, and checklists are sent by system users to STEP Technical Support staff for uploading to the repository.
	Q: How can we share best practices information?
	A: Best practices information can be shared through the Repository/Library.
	Q: Will I be able to get an electronic copy of my institution's data for our records?
	A: Yes, the online system offers the option to print a hard copy of your data and/or to download your data to a Microsoft Excel spreadsheet through the Print My Data and Download My Data features (see left-side navigation options).
	If you have any questions not covered in the FAQs, please contact STEP Technical Support at [email protected] or (866) 227-7127.