Form 99 ESI Data Collection Instrument

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Overview

Exp 3
Exp 4
Exp 5
Exp 6
Exp 7
Exp 8

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Sheet 1: Exp 3

Reporting Template Experiment 3: Single Loan Disbursement for Study Abroad Students
1. Open end-ed narrative, we may want to modify/add to each year to address emerging issues
Please provide a narrative description of your school's experiences implementing the experiment. Did allowing a single disbursement of loans benefit study abroad students? If so, how? Did allowing a single disbursement harm any study abroad students? If so how?
2. Previous Year Data (only collected initial year)
Academic Year
Total under-graduate enrollment
Total graduate enrollmnet
Total number of Pell Grant recipients
Total # of under-graduate students who borrowed Direct Loan funds
Total # of graduate students who borrowed Direct Loan funds
Number of under-graduate students partipating in study abroad programs
Number of graduate students partipating in study abroad programs
Number of students participating in study abroad programs who received Pell Grants
Number of students participating in study abroad programs who borrowed additional funds through the the Direct Loan program
Sum of Direct Loans disbursed to students participating in study abroad programs
Number of Direct Loan borrowers among students partipating in study abroad programs who withdrew before second disbursement
Sum of these second Direct Loan disbursements that were prevented by the multiple disbursement rule
Number of non-Direct Loan borrowers among students participating in study abroad programs who withdrew before midpoint
Number of Direct Loan borrowers among students partipating in study abroad programs who completed the entire loan period
Number of non-Direct Loan borrowers among students partipating in study abroad programs or foreign schools who completed the entire loan period
3. Experimental Year Data (collected AFTER each year experiment conducted)
Academic Year
Total under-graduate enrollment
Total graduate enrollmnet
Total number of Pell Grant recipients
Total # of under-graduate students who borrowed Direct Loan funds
Total # of graduate students who borrowed Direct Loan funds
Number of under-graduate students partipating in study abroad programs
Number of graduate students partipating in study abroad programs
Number of students participating in study abroad programs who received Pell Grants
Number of students participating in study abroad programs who borrowed additional funds through the the Direct Loan program
Sum of Direct Loans disbursed to students participating in study abroad programs
Number of Direct Loan borrowers among students partipating in study abroad programs who withdrew before the midpoint
Sum of the single Direct Loan disbursements made to students who withdrew before midpoint
Number of non-Direct Loan borrowers among students participating in study abroad programs who withdrew before midpoint
Number of Direct Loan borrowers among students partipating in study abroad programs who completed the entire loan period
Number of non-Direct Loan borrowers among students partipating in study abroad programs or foreign schools who completed the entire loan period

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Sheet 2: Exp 4

Reporting Template Experiment 4: Early Loan Disbursement for Study Abroad Students
1. Open end-ed narrative, we may want to modify/add to each year to address emerging issues
Please provide a narrative description of your school's experiences implementing the experiment. Did allowing earlier disbursements of loans benefit any study abroad students? If so, how? Did allowing earilier disbursement harm any study abroad students? If so how?
2. Previous Year Data (only collected initial year)
Academic Year
Total under-graduate enrollment
Total graduate enrollmnet
Total number of Pell Grant recipients
Total # of under-graduate students who borrowed Direct Loan funds
Total # of graduate students who borrowed Direct Loan funds
Number of under-graduate students partipating in study abroad programs
Number of graduate students partipating in study abroad programs
Number of students participating in study abroad programs who received Pell Grants
Number of students participating in study abroad programs who borrowed additional funds through the the Direct Loan program and had funds disbursed 10 to 1 days prior to start of classes
Sum of Direct Loans disbursed to students participating in study abroad programs 10 to 1 days prior to start of classes
Number of students participating in study abroad programs who borrowed additional funds through the the Direct Loan program and had funds disbursed 10 to 1 days prior to start of classes who withdrew prior to start of classes
Sum of Direct Loans disbursed to students participating in study abroad programs who withdrew prior to start of classes
Number of students participating in study abroad programs who borrowed additional funds through the the Direct Loan program and had funds disbursed after start of classes
Sum of Direct Loans disbursed to students participating in study abroad programs after start of classes
Number of Direct Loan borrowers among students partipating in study abroad programs who completed the entire loan period
Number of non-Direct Loan borrowers among students partipating in study abroad programs or foreign schools who completed the entire loan period
3. Experimental Year Data (collected AFTER each year experiment conducted)
Academic Year
Total under-graduate enrollment
Total graduate enrollmnet
Total number of Pell Grant recipients
Total # of under-graduate students who borrowed Direct Loan funds
Total # of graduate students who borrowed Direct Loan funds
Number of under-graduate students partipating in study abroad programs
Number of graduate students partipating in study abroad programs
Number of students participating in study abroad programs who received Pell Grants
Number of students participating in study abroad programs who borrowed additional funds through the the Direct Loan program and had funds disbursed 30 to 11 days prior to start of classes
Sum of Direct Loans disbursed to students participating in study abroad programs 30 to 11 days prior to start of classes
Number of students participating in study abroad programs who borrowed additional funds through the the Direct Loan program and had funds disbursed 30 to 11 days prior to start of classes who withdrew prior to start of classes
Sum of Direct Loans disbursed to students participating in study abroad programs 30 to 11 days before who withdrew prior to start of classes
Number of students participating in study abroad programs who borrowed additional funds through the the Direct Loan program and had funds disbursed 10 to 1 days prior to start of classes
Sum of Direct Loans disbursed to students participating in study abroad programs 10 to 1 days prior to start of classes
Number of students participating in study abroad programs who borrowed additional funds through the the Direct Loan program and had funds disbursed 10 to 1 days prior to start of classes who withdrew prior to start of classes
Sum of Direct Loans disbursed to students participating in study abroad programs 10 to 1 day before who withdrew prior to start of classes
Number of students participating in study abroad programs who borrowed additional funds through the the Direct Loan program and had funds disbursed after start of classes
Sum of Direct Loans disbursed to students participating in study abroad programs after start of classes
Number of Direct Loan borrowers among students partipating in study abroad programs who completed the entire loan period
Number of non-Direct Loan borrowers among students partipating in study abroad programs or foreign schools who completed the entire loan period

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Sheet 3: Exp 5

Reporting Template Experiment 5: Unequal Loan Disbursements
1. Please provide a narrative description of your school's experiences implementing the experiment. Did allowing unequal Direct Loan disbursements benefit or harm any students? If so, how? Did reducing unsubsidized Direct Loan eligibility cost or save the taxpayer money? If so how?			open ended text
2. How many different criteria were used to define applicant groups for unequal Direct Loan disbursements (for the purpose of reporting treat case by case decisions as a single criterion)?			Number
3. Provide a description for each of these criteria.			open ended text
4. Complete the table below for students falling into each criteria for unequal loan disbursements and the comparison group of like applicants from the prior year (match applicants granted unequal disbursements on a case by case basis with a prior year student in the same program, year in school, dependency status, and Pell Grant status).
	Applicants with unequal Direct Loan disbursements reason 1	Prior Year applicants meeting reason 1	Applicants with unequal Direct Loan disbursements reason 2	Prior Year applicants meeting reason 2	Applicants with unequal Direct Loan disbursements reason n	Prior Year applicants meeting reason n
Average direct costs
Average total costs
Number of loan periods (typical, median)
Average % of disbursement in highest period		NA		NA		NA
Provide the number of applicants within the following EFC ranges:
EFC 0
EFC 1 to 4,995* (* Pell threshold will need to be updated annually)
EFC 4,995* to 9,999
EFC 10,001 to 14,999
EFC 15,000 to 19,999
EFC 20,000 or greater
5. Complete the pair of tables below for applicants meeting each criteria for unequal loan disbursements and their comparison group of like students from the previous year (match applicants granted unequal disbursements on a case by case basis with a prior year student in the same program, year in school, dependency status, and Pell Grant status). Define "year in program" based on the proportion of the student's program of study requirements completed at the beginning of the year, not the amount of time students have spent in the program.
Table 5A	First year
Applicant with reduced Direct Loan Eligibility because of reason 1 (a separate pair of tables for each criteria)	Dependent Pell eligible	Dependent Not Pell Eligible	Independent Pell eligible	Independent Not Pell Eligible
# applicants
# students enrolled
average number of credits/hours attempted this award year
average number of credits/hours completed this award year
average GPA or other academic performance measure (SAP)
# students who completed a sufficient portion of their program to progress to the next year
# students who return to attempt the next year of the program the following year
# students who return to continue work on the same year of the program the following year
# students enrolled at another post-secondary the following year
# students who successfully completed their program this award year
Table 5A continued	First year
	Dependent Pell eligible	Dependent Not Pell Eligible	Independent Pell eligible	Independent Not Pell Eligible
# students earning bachelor's degree
# students earning associate's degree
# students earning undergraduate certificate (less than 2 year program)
# students earning graduate degree
# students earning non-degree graduate certificate
# with subsidized Direct Loans
Total $ subsidized Direct Loans
# with un-subsidized Direct Loans
Total $ un-subsidized Direct Loans
# PLUS Loans
Total $ PLUS
# non-federal loans to parents
Total $ non-federal loans to parents
# non-federal loans to students
Total $ non-federal loans to students
# Pell Grants
Total $ Pell Grants
# Federal Work Study
Total $ Federal Work Study
# FSEOG
Total $ FSEOG
# state grants
Total $ state grants
# institution grants/scholarships
Total $ institution grants/scholarships
Table 5A continued	Second Year
	Dependent Pell eligible	Dependent Not Pell Eligible	Independent Pell eligible	Independent Not Pell Eligible
# applicants
# students enrolled
average number of credits/hours attempted this award year
average number of credits/hours completed this award year
average GPA or other academic performance measure (SAP)
# students who completed a sufficient portion of their program to progress to the next year
# students who return to attempt the next year of the program the following year
# students who return to continue work on the same year of the program the following year
# students enrolled at another post-secondary the following year
# students who successfully completed their program this award year
Table 5A continued	Second Year
	Dependent Pell eligible	Dependent Not Pell Eligible	Independent Pell eligible	Independent Not Pell Eligible
# students earning bachelor's degree
# students earning associate's degree
# students earning undergraduate certificate (less than 2 year program)
# students earning graduate degree
# students earning non-degree graduate certificate
# with subsidized Direct Loans
Total $ subsidized Direct Loans
# with un-subsidized Direct Loans
Total $ un-subsidized Direct Loans
# PLUS Loans
Total $ PLUS
# non-federal loans to parents
Total $ non-federal loans to parents
# non-federal loans to students
Total $ non-federal loans to students
# Pell Grants
Total $ Pell Grants
# Federal Work Study
Total $ Federal Work Study
# FSEOG
Total $ FSEOG
# state grants
Total $ state grants
# institution grants/scholarships
Total $ institution grants/scholarships
Table 5A continued	Third Year
	Dependent Pell eligible	Dependent Not Pell Eligible	Independent Pell eligible	Independent Not Pell Eligible
# applicants
# students enrolled
average number of credits/hours attempted this award year
average number of credits/hours completed this award year
average GPA or other academic performance measure (SAP)
# students who completed a sufficient portion of their program to progress to the next year
# students who return to attempt the next year of the program the following year
# students who return to continue work on the same year of the program the following year
# students enrolled at another post-secondary the following year
# students who successfully completed their program this award year
Table 5A continued	Third Year
	Dependent Pell eligible	Dependent Not Pell Eligible	Independent Pell eligible	Independent Not Pell Eligible
# students earning bachelor's degree
# students earning associate's degree
# students earning undergraduate certificate (less than 2 year program)
# students earning graduate degree
# students earning non-degree graduate certificate
# with subsidized Direct Loans
Total $ subsidized Direct Loans
# with un-subsidized Direct Loans
Total $ un-subsidized Direct Loans
# PLUS Loans
Total $ PLUS
# non-federal loans to parents
Total $ non-federal loans to parents
# non-federal loans to students
Total $ non-federal loans to students
# Pell Grants
Total $ Pell Grants
# Federal Work Study
Total $ Federal Work Study
# FSEOG
Total $ FSEOG
# state grants
Total $ state grants
# institution grants/scholarships
Total $ institution grants/ scholarships
Table 5A continued	Fourth Year or Beyond
	Dependent Pell eligible	Dependent Not Pell Eligible	Independent Pell eligible	Independent Not Pell Eligible
# applicants
# students enrolled
average number of credits/hours attempted this award year
average number of credits/hours completed this award year
average GPA or other academic performance measure (SAP)
# students who completed a sufficient portion of their program to progress to the next year
# students who return to attempt the next year of the program the following year
# students who return to continue work on the same year of the program the following year
# students enrolled at another post-secondary the following year
# students who successfully completed their program this award year
Table 5A continued	Fourth Year or Beyond
	Dependent Pell eligible	Dependent Not Pell Eligible	Independent Pell eligible	Independent Not Pell Eligible
# students earning bachelor's degree
# students earning associate's degree
# students earning undergraduate certificate (less than 2 year program)
# students earning graduate degree
# students earning non-degree graduate certificate
# with subsidized Direct Loans
Total $ subsidized Direct Loans
# with un-subsidized Direct Loans
Total $ un-subsidized Direct Loans
# PLUS Loans
Total $ PLUS
# non-federal loans to parents
Total $ non-federal loans to parents
# non-federal loans to students
Total $ non-federal loans to students
# Pell Grants
Total $ Pell Grants
# Federal Work Study
Total $ Federal Work Study
# FSEOG
Total $ FSEOG
# state grants
Total $ state grants
# institution grants/scholarships
Total $ institution grants/ scholarships
Table 5B	First year
Applicants from prior year that met reason 1 (a separate pair of tables for each criteria)	Dependent Pell eligible	Dependent Not Pell Eligible	Independent Pell eligible	Independent Not Pell Eligible
# applicants
# students enrolled
average number of credits/hours attempted this award year
average number of credits/hours completed this award year
average GPA or other academic performance measure (SAP)
# students who completed a sufficient portion of their program to progress to the next year
# students who return to attempt the next year of the program the following year
# students who return to continue work on the same year of the program the following year
# students enrolled at another post-secondary the following year
# students who successfully completed their program this award year
Table 5B continued	First year
	Dependent Pell eligible	Dependent Not Pell Eligible	Independent Pell eligible	Independent Not Pell Eligible
# students earning bachelor's degree
# students earning associate's degree
# students earning undergraduate certificate (less than 2 year program)
# students earning graduate degree
# students earning non-degree graduate certificate
# with subsidized Direct Loans
Total $ subsidized Direct Loans
# with un-subsidized Direct Loans
Total $ un-subsidized Direct Loans
# PLUS Loans
Total $ PLUS
# non-federal loans to parents
Total $ non-federal loans to parents
# non-federal loans to students
Total $ non-federal loans to students
# Pell Grants
Total $ Pell Grants
# Federal Work Study
Total $ Federal Work Study
# FSEOG
Total $ FSEOG
# state grants
Total $ state grants
# institution grants/scholarships
Total $ institution grants/scholarships
Table 5B continued	Second Year
	Dependent Pell eligible	Dependent Not Pell Eligible	Independent Pell eligible	Independent Not Pell Eligible
# applicants
# students enrolled
average number of credits/hours attempted this award year
average number of credits/hours completed this award year
average GPA or other academic performance measure (SAP)
# students who completed a sufficient portion of their program to progress to the next year
# students who return to attempt the next year of the program the following year
# students who return to continue work on the same year of the program the following year
# students enrolled at another post-secondary the following year
# students who successfully completed their program this award year
Table 5B continued	Second Year
	Dependent Pell eligible	Dependent Not Pell Eligible	Independent Pell eligible	Independent Not Pell Eligible
# students earning bachelor's degree
# students earning associate's degree
# students earning undergraduate certificate (less than 2 year program)
# students earning graduate degree
# students earning non-degree graduate certificate
# with subsidized Direct Loans
Total $ subsidized Direct Loans
# with un-subsidized Direct Loans
Total $ un-subsidized Direct Loans
# PLUS Loans
Total $ PLUS
# non-federal loans to parents
Total $ non-federal loans to parents
# non-federal loans to students
Total $ non-federal loans to students
# Pell Grants
Total $ Pell Grants
# Federal Work Study
Total $ Federal Work Study
# FSEOG
Total $ FSEOG
# state grants
Total $ state grants
# institution grants/scholarships
Total $ institution grants/scholarships
Table 5B continued	Third Year
	Dependent Pell eligible	Dependent Not Pell Eligible	Independent Pell eligible	Independent Not Pell Eligible
# applicants
# students enrolled
average number of credits/hours attempted this award year
average number of credits/hours completed this award year
average GPA or other academic performance measure (SAP)
# students who completed a sufficient portion of their program to progress to the next year
# students who return to attempt the next year of the program the following year
# students who return to continue work on the same year of the program the following year
# students enrolled at another post-secondary the following year
# students who successfully completed their program this award year
Table 5B continued	Third Year
	Dependent Pell eligible	Dependent Not Pell Eligible	Independent Pell eligible	Independent Not Pell Eligible
# students earning bachelor's degree
# students earning associate's degree
# students earning undergraduate certificate (less than 2 year program)
# students earning graduate degree
# students earning non-degree graduate certificate
# with subsidized Direct Loans
Total $ subsidized Direct Loans
# with un-subsidized Direct Loans
Total $ un-subsidized Direct Loans
# PLUS Loans
Total $ PLUS
# non-federal loans to parents
Total $ non-federal loans to parents
# non-federal loans to students
Total $ non-federal loans to students
# Pell Grants
Total $ Pell Grants
# Federal Work Study
Total $ Federal Work Study
# FSEOG
Total $ FSEOG
# state grants
Total $ state grants
# institution grants/scholarships
Total $ institution grants/ scholarships
Table 5B continued	Fourth Year or Beyond
	Dependent Pell eligible	Dependent Not Pell Eligible	Independent Pell eligible	Independent Not Pell Eligible
# applicants
# students enrolled
average number of credits/hours attempted this award year
average number of credits/hours completed this award year
average GPA or other academic performance measure (SAP)
# students who completed a sufficient portion of their program to progress to the next year
# students who return to attempt the next year of the program the following year
# students who return to continue work on the same year of the program the following year
# students enrolled at another post-secondary the following year
# students who successfully completed their program this award year
Table 5B continued	Fourth Year or Beyond
	Dependent Pell eligible	Dependent Not Pell Eligible	Independent Pell eligible	Independent Not Pell Eligible
# students earning bachelor's degree
# students earning associate's degree
# students earning undergraduate certificate (less than 2 year program)
# students earning graduate degree
# students earning non-degree graduate certificate
# with subsidized Direct Loans
Total $ subsidized Direct Loans
# with un-subsidized Direct Loans
Total $ un-subsidized Direct Loans
# PLUS Loans
Total $ PLUS
# non-federal loans to parents
Total $ non-federal loans to parents
# non-federal loans to students
Total $ non-federal loans to students
# Pell Grants
Total $ Pell Grants
# Federal Work Study
Total $ Federal Work Study
# FSEOG
Total $ FSEOG
# state grants
Total $ state grants
# institution grants/scholarships
Total $ institution grants/ scholarships

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Sheet 4: Exp 6

Reporting Template Experiment 6: Reducing Unsubsidized Direct Loan Eligibility
1. Please provide a narrative description of your school's experiences implementing the experiment. Did reducing Direct Loan eligibility benefit or harm any students? If so, how? Did reducing unsubsidized Direct Loan eligibility cost or save the taxpayer money? If so how? How did your school discourage students from replacing lost eligibility for direct unsubsidized loans with less favorable debt? (i.e., private student loans, credit cards)			open ended text
2. How many different criteria were used to define student groups for reductions in unsubsized Direct Loan amounts?			Number
3. Provide a description for each of these criteria.			open ended text
4. Complete the table below for students falling into each criteria for reduced unsubsidized loan eligibility and the comparison group of like applicants from the prior year.
	Applicants with unequal Direct Loan disbursements reason 1	Prior Year applicants meeting reason 1	Applicants with unequal Direct Loan disbursements reason 2	Prior Year applicants meeting reason 2	Applicants with unequal Direct Loan disbursements reason n	Prior Year applicants meeting reason n
Average direct costs
Average total costs
Number of loan periods (typical, median)
Average % of disbursement in highest period		NA		NA		NA
Provide the number of applicants within the following EFC ranges:
EFC 0
EFC 1 to 4,995* (* Pell threshold will need to be updated annually)
EFC 4,995* to 9,999
EFC 10,001 to 14,999
EFC 15,000 to 19,999
EFC 20,000 or greater
5. Complete the pair of tables below for applicants meeting each criteria for reduced unsubsidized loan eligibility and their comparison group of like students from the previous year. Define "year in program" based on the proportion of the student's program of study requirements completed at the beginning of the year, not the amount of time students have spent in the program.
Table 5A	First year
Applicant with reduced Direct Loan Eligibility because of reason 1 (a separate pair of tables for each criteria)	Dependent Pell eligible	Dependent Not Pell Eligible	Independent Pell eligible	Independent Not Pell Eligible
# applicants
# students enrolled
average number of credits/hours attempted this award year
average number of credits/hours completed this award year
average GPA or other academic performance measure (SAP)
# students who completed a sufficient portion of their program to progress to the next year
# students who return to attempt the next year of the program the following year
# students who return to continue work on the same year of the program the following year
# students enrolled at another post-secondary the following year
# students who successfully completed their program this award year
Table 5A continued	First year
	Dependent Pell eligible	Dependent Not Pell Eligible	Independent Pell eligible	Independent Not Pell Eligible
# students earning bachelor's degree
# students earning associate's degree
# students earning undergraduate certificate (less than 2 year program)
# students earning graduate degree
# students earning non-degree graduate certificate
# with subsidized Direct Loans
Total $ subsidized Direct Loans
# with un-subsidized Direct Loans
Total $ un-subsidized Direct Loans
# PLUS Loans
Total $ PLUS
# non-federal loans to parents
Total $ non-federal loans to parents
# non-federal loans to students
Total $ non-federal loans to students
# Pell Grants
Total $ Pell Grants
# Federal Work Study
Total $ Federal Work Study
# FSEOG
Total $ FSEOG
# state grants
Total $ state grants
# institution grants/scholarships
Total $ institution grants/scholarships
Table 5A continued	Second Year
	Dependent Pell eligible	Dependent Not Pell Eligible	Independent Pell eligible	Independent Not Pell Eligible
# applicants
# students enrolled
average number of credits/hours attempted this award year
average number of credits/hours completed this award year
average GPA or other academic performance measure (SAP)
# students who completed a sufficient portion of their program to progress to the next year
# students who return to attempt the next year of the program the following year
# students who return to continue work on the same year of the program the following year
# students enrolled at another post-secondary the following year
# students who successfully completed their program this award year
Table 5A continued	Second Year
	Dependent Pell eligible	Dependent Not Pell Eligible	Independent Pell eligible	Independent Not Pell Eligible
# students earning bachelor's degree
# students earning associate's degree
# students earning undergraduate certificate (less than 2 year program)
# students earning graduate degree
# students earning non-degree graduate certificate
# with subsidized Direct Loans
Total $ subsidized Direct Loans
# with un-subsidized Direct Loans
Total $ un-subsidized Direct Loans
# PLUS Loans
Total $ PLUS
# non-federal loans to parents
Total $ non-federal loans to parents
# non-federal loans to students
Total $ non-federal loans to students
# Pell Grants
Total $ Pell Grants
# Federal Work Study
Total $ Federal Work Study
# FSEOG
Total $ FSEOG
# state grants
Total $ state grants
# institution grants/scholarships
Total $ institution grants/scholarships
Table 5A continued	Third Year
	Dependent Pell eligible	Dependent Not Pell Eligible	Independent Pell eligible	Independent Not Pell Eligible
# applicants
# students enrolled
average number of credits/hours attempted this award year
average number of credits/hours completed this award year
average GPA or other academic performance measure (SAP)
# students who completed a sufficient portion of their program to progress to the next year
# students who return to attempt the next year of the program the following year
# students who return to continue work on the same year of the program the following year
# students enrolled at another post-secondary the following year
# students who successfully completed their program this award year
Table 5A continued	Third Year
	Dependent Pell eligible	Dependent Not Pell Eligible	Independent Pell eligible	Independent Not Pell Eligible
# students earning bachelor's degree
# students earning associate's degree
# students earning undergraduate certificate (less than 2 year program)
# students earning graduate degree
# students earning non-degree graduate certificate
# with subsidized Direct Loans
Total $ subsidized Direct Loans
# with un-subsidized Direct Loans
Total $ un-subsidized Direct Loans
# PLUS Loans
Total $ PLUS
# non-federal loans to parents
Total $ non-federal loans to parents
# non-federal loans to students
Total $ non-federal loans to students
# Pell Grants
Total $ Pell Grants
# Federal Work Study
Total $ Federal Work Study
# FSEOG
Total $ FSEOG
# state grants
Total $ state grants
# institution grants/scholarships
Total $ institution grants/ scholarships
Table 5A continued	Fourth Year or Beyond
	Dependent Pell eligible	Dependent Not Pell Eligible	Independent Pell eligible	Independent Not Pell Eligible
# applicants
# students enrolled
average number of credits/hours attempted this award year
average number of credits/hours completed this award year
average GPA or other academic performance measure (SAP)
# students who completed a sufficient portion of their program to progress to the next year
# students who return to attempt the next year of the program the following year
# students who return to continue work on the same year of the program the following year
# students enrolled at another post-secondary the following year
# students who successfully completed their program this award year
Table 5A continued	Fourth Year or Beyond
	Dependent Pell eligible	Dependent Not Pell Eligible	Independent Pell eligible	Independent Not Pell Eligible
# students earning bachelor's degree
# students earning associate's degree
# students earning undergraduate certificate (less than 2 year program)
# students earning graduate degree
# students earning non-degree graduate certificate
# with subsidized Direct Loans
Total $ subsidized Direct Loans
# with un-subsidized Direct Loans
Total $ un-subsidized Direct Loans
# PLUS Loans
Total $ PLUS
# non-federal loans to parents
Total $ non-federal loans to parents
# non-federal loans to students
Total $ non-federal loans to students
# Pell Grants
Total $ Pell Grants
# Federal Work Study
Total $ Federal Work Study
# FSEOG
Total $ FSEOG
# state grants
Total $ state grants
# institution grants/scholarships
Total $ institution grants/ scholarships
Table 5B	First year
Applicants from prior year that met reason 1 (a separate pair of tables for each criteria)	Dependent Pell eligible	Dependent Not Pell Eligible	Independent Pell eligible	Independent Not Pell Eligible
# applicants
# students enrolled
average number of credits/hours attempted this award year
average number of credits/hours completed this award year
average GPA or other academic performance measure (SAP)
# students who completed a sufficient portion of their program to progress to the next year
# students who return to attempt the next year of the program the following year
# students who return to continue work on the same year of the program the following year
# students enrolled at another post-secondary the following year
# students who successfully completed their program this award year
Table 5B continued	First year
	Dependent Pell eligible	Dependent Not Pell Eligible	Independent Pell eligible	Independent Not Pell Eligible
# students earning bachelor's degree
# students earning associate's degree
# students earning undergraduate certificate (less than 2 year program)
# students earning graduate degree
# students earning non-degree graduate certificate
# with subsidized Direct Loans
Total $ subsidized Direct Loans
# with un-subsidized Direct Loans
Total $ un-subsidized Direct Loans
# PLUS Loans
Total $ PLUS
# non-federal loans to parents
Total $ non-federal loans to parents
# non-federal loans to students
Total $ non-federal loans to students
# Pell Grants
Total $ Pell Grants
# Federal Work Study
Total $ Federal Work Study
# FSEOG
Total $ FSEOG
# state grants
Total $ state grants
# institution grants/scholarships
Total $ institution grants/scholarships
Table 5B continued	Second Year
	Dependent Pell eligible	Dependent Not Pell Eligible	Independent Pell eligible	Independent Not Pell Eligible
# applicants
# students enrolled
average number of credits/hours attempted this award year
average number of credits/hours completed this award year
average GPA or other academic performance measure (SAP)
# students who completed a sufficient portion of their program to progress to the next year
# students who return to attempt the next year of the program the following year
# students who return to continue work on the same year of the program the following year
# students enrolled at another post-secondary the following year
# students who successfully completed their program this award year
Table 5B continued	Second Year
	Dependent Pell eligible	Dependent Not Pell Eligible	Independent Pell eligible	Independent Not Pell Eligible
# students earning bachelor's degree
# students earning associate's degree
# students earning undergraduate certificate (less than 2 year program)
# students earning graduate degree
# students earning non-degree graduate certificate
# with subsidized Direct Loans
Total $ subsidized Direct Loans
# with un-subsidized Direct Loans
Total $ un-subsidized Direct Loans
# PLUS Loans
Total $ PLUS
# non-federal loans to parents
Total $ non-federal loans to parents
# non-federal loans to students
Total $ non-federal loans to students
# Pell Grants
Total $ Pell Grants
# Federal Work Study
Total $ Federal Work Study
# FSEOG
Total $ FSEOG
# state grants
Total $ state grants
# institution grants/scholarships
Total $ institution grants/scholarships
Table 5B continued	Third Year
	Dependent Pell eligible	Dependent Not Pell Eligible	Independent Pell eligible	Independent Not Pell Eligible
# applicants
# students enrolled
average number of credits/hours attempted this award year
average number of credits/hours completed this award year
average GPA or other academic performance measure (SAP)
# students who completed a sufficient portion of their program to progress to the next year
# students who return to attempt the next year of the program the following year
# students who return to continue work on the same year of the program the following year
# students enrolled at another post-secondary the following year
# students who successfully completed their program this award year
Table 5B continued	Third Year
	Dependent Pell eligible	Dependent Not Pell Eligible	Independent Pell eligible	Independent Not Pell Eligible
# students earning bachelor's degree
# students earning associate's degree
# students earning undergraduate certificate (less than 2 year program)
# students earning graduate degree
# students earning non-degree graduate certificate
# with subsidized Direct Loans
Total $ subsidized Direct Loans
# with un-subsidized Direct Loans
Total $ un-subsidized Direct Loans
# PLUS Loans
Total $ PLUS
# non-federal loans to parents
Total $ non-federal loans to parents
# non-federal loans to students
Total $ non-federal loans to students
# Pell Grants
Total $ Pell Grants
# Federal Work Study
Total $ Federal Work Study
# FSEOG
Total $ FSEOG
# state grants
Total $ state grants
# institution grants/scholarships
Total $ institution grants/ scholarships
Table 5B continued	Fourth Year or Beyond
	Dependent Pell eligible	Dependent Not Pell Eligible	Independent Pell eligible	Independent Not Pell Eligible
# applicants
# students enrolled
average number of credits/hours attempted this award year
average number of credits/hours completed this award year
average GPA or other academic performance measure (SAP)
# students who completed a sufficient portion of their program to progress to the next year
# students who return to attempt the next year of the program the following year
# students who return to continue work on the same year of the program the following year
# students enrolled at another post-secondary the following year
# students who successfully completed their program this award year
Table 5B continued	Fourth Year or Beyond
	Dependent Pell eligible	Dependent Not Pell Eligible	Independent Pell eligible	Independent Not Pell Eligible
# students earning bachelor's degree
# students earning associate's degree
# students earning undergraduate certificate (less than 2 year program)
# students earning graduate degree
# students earning non-degree graduate certificate
# with subsidized Direct Loans
Total $ subsidized Direct Loans
# with un-subsidized Direct Loans
Total $ un-subsidized Direct Loans
# PLUS Loans
Total $ PLUS
# non-federal loans to parents
Total $ non-federal loans to parents
# non-federal loans to students
Total $ non-federal loans to students
# Pell Grants
Total $ Pell Grants
# Federal Work Study
Total $ Federal Work Study
# FSEOG
Total $ FSEOG
# state grants
Total $ state grants
# institution grants/scholarships
Total $ institution grants/ scholarships

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Sheet 5: Exp 7

Reporting Template Experiment 7: Allowing PLUS Loans to the parents of students attending CTP.
1. Please provide a narrative description of your school's experiences implementing the experiment including a description of your CTP program itself. Did extending PLUS eligibility benefit any CTP students? If so, how? Did extending PLUS eligibility eligibility any students? If so how?	open ended text
PRIOR YEAR DATA (only enter schools first year in experiment)
2. Enter award year for prior year data
3. Counts of the number of students by type of Title IV aid and year in prior year
	Year in CTP
	First Year	Second Year	Third Year	Fourth Year	Fifth or Higher Year
Students who received a Pell Grant
Students who did not receive a Pell Grant, but did receive other Title IV aid
Students who completed a FAFSA, but did not receive any Title IV aid
Students who did not apply for federal financial aid
4. Program outcome data by type of aid received in prior year
	Students who received a Pell Grant	Students who did not receive a Pell Grant, but did receive other Title IV aid	Students who completed a FAFSA, but did not receive any Title IV aid	Students who did not apply for federal financial aid
average number of credits/hours attempted
average number of credits/hours completed
average GPA or other academic performance measure
# students completing entire year
# students returning subsequent year
# students completing program
# students earning credential
5. Financial Aid Detail by type of aid received prior year
	Students who received a Pell Grant	Students who did not receive a Pell Grant, but did receive other Title IV aid	Students who completed a FAFSA, but did not receive any Title IV aid	Students who did not apply for federal financial aid
# non-federal loans to parents
Total $ non-federal loans to parents
# non-federal loans to students
Total $ non-federal loans to students
# Pell Grants
Total $ Pell Grants
# Federal Work Study
Total $ Federal Work Study
# FSEOG
Total $ FSEOG
# state grants
Total $ state grants
# institution grants/scholarships
Total $ institution grants/scholarships
6. EFC distribution for each aid group in prior year
	Students who received a Pell Grant	Students who did not receive a Pell Grant, but did receive other Title IV aid	Students who completed a FAFSA, but did not receive any Title IV aid
EFC 0
EFC 1 to 4,995* (* Pell threshold will need to be updated annually)
EFC 4,995* to 9,999
EFC 10,001 to 14,999
EFC 15,000 to 19,999
EFC 20,000 or greater
7. Cummulative debt of EXITING students prior year
	non-federal loans to parents	non-federal loans to students
Students who received a Pell Grant
Students who did not receive a Pell Grant, but did receive other Title IV aid
Students who completed a FAFSA, but did not receive any Title IV aid
EXPERIMENT YEAR DATA (collected every year school participates in the experiment)
8. Enter award year for experimental data being reported
9. Counts of the number of students by type of Title IV aid and year in program
	Year in CTP
	First Year	Second Year	Third Year	Fourth Year	Fifth or Higher Year
Students who received a Pell Grant and whose parents borrowed PLUS
Students who did not receive a Pell Grant, but parents borrowed PLUS
Students who received a Pell Grant, but parents did not borrow PLUS
Students who did not receive a Pell Grant or PLUS, but did receive other Title IV aid
Students who completed a FAFSA, but did not receive any Title IV aid
Students who did not apply for federal financial aid
10. Program outcome data by type of aid received
	Students who received a Pell Grant and whose parents borrowed PLUS	Students who did not receive a Pell Grant, but parents borrowed PLUS	Students who received a Pell Grant, but parents did not borrow PLUS	Students who did not receive a Pell Grant or PLUS, but did receive other Title IV aid	Students who completed a FAFSA, but did not receive any Title IV aid	Students who did not apply for federal financial aid
average number of credits/hours attempted
average number of credits/hours completed
average GPA or other academic performance measure
# students completing entire year
# students returning subsequent year
# students completing program
# students earning credential
11. Financial Aid Detail by type of aid received
	Students who received a Pell Grant and whose parents borrowed PLUS	Students who did not receive a Pell Grant, but parents borrowed PLUS	Students who received a Pell Grant, but parents did not borrow PLUS	Students who did not receive a Pell Grant or PLUS, but did receive other Title IV aid	Students who completed a FAFSA, but did not receive any Title IV aid	Students who did not apply for federal financial aid
# PLUS Loans
Total $ PLUS
# non-federal loans to parents
Total $ non-federal loans to parents
# non-federal loans to students
Total $ non-federal loans to students
# Pell Grants
Total $ Pell Grants
# Federal Work Study
Total $ Federal Work Study
# FSEOG
Total $ FSEOG
# state grants
Total $ state grants
# institution grants/scholarships
Total $ institution grants/scholarships
12. EFC distribution for each aid group
	Students who received a Pell Grant and whose parents borrowed PLUS	Students who did not receive a Pell Grant, but parents borrowed PLUS	Students who received a Pell Grant, but parents did not borrow PLUS	Students who did not receive a Pell Grant or PLUS, but did receive other Title IV aid	Students who completed a FAFSA, but did not receive any Title IV aid
EFC 0
EFC 1 to 4,995* (* Pell threshold will need to be updated annually)
EFC 4,995* to 9,999
EFC 10,001 to 14,999
EFC 15,000 to 19,999
EFC 20,000 or greater
13. Cummulative debt of EXITING students only 2012-13
	PLUS	non-federal loans to parents	non-federal loans to students
Students who received a Pell Grant and whose parents borrowed PLUS
Students who did not receive a Pell Grant, but parents borrowed PLUS
Students who received a Pell Grant, but parents did not borrow PLUS
Students who did not receive a Pell Grant or PLUS, but did receive other Title IV aid
Students who completed a FAFSA, but did not receive any Title IV aid

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Sheet 6: Exp 8

Reporting Template Experiment 8: Extending Title IV Eligibility to students with intellectual disabilities who are duallly enrolled in high school and CTP.
1. Please provide a narrative description of your school's experiences implementing the experiment including a short description of the CTP program itself. Did extending Title IV eligibility reduce any other public funding dually enrolled students would have been eligble for? If so, how? Did extending eligibility affect the secondary outcomes for participating students? If so how? Did extending eligibility affect the postsecondary outcomes for participating students? If so how?	open ended text
2. Enter award year for experimental data being reported
3. Data from dually enrolled students in transitional program by year in high school
Year in High School	Count	Number progressing to next secondary grade or graduating hs
Freshman
Sophomore
Junior
Senior
4. Post secondary outcomese by type of student by year in program
	Number starting	Number continuing or successfully completing program
Non-dually enrolled first year students
Pell eligible
Not Pell eligible
Non-dually enrolled second year students
Pell eligible
Not Pell eligible
Non-dually enrolled third year students
Pell eligible
Not Pell eligible
Non-dually enrolled fourth year students
Pell eligible
Not Pell eligible
Non-dually enrolled 5th year plus students
Pell eligible
Not Pell eligible
Dually enrolled HS Freshman
Pell eligible
Not Pell eligible
Duallly enrolled HS Sophomore
Pell eligible
Not Pell eligible
Dually enrolled HS Junior
Pell eligible
Not Pell eligible
Dually enrolled HS Senior
Pell eligible
Not Pell eligible
5. Financial Aid Data by Type of Student
	Number with Pell Grants	Total Pell Disbursed	Number with FWS	Total FWS Disbursed	Number with FSEOG	Total FSEOG disbursed
Non-dually enrolled first year students
Pell eligible
Not Pell eligible	NA	NA
Non-dually enrolled second year students
Pell eligible
Not Pell eligible	NA	NA
Non-dually enrolled third year students
Pell eligible
Not Pell eligible	NA	NA
Non-dually enrolled fourth year students
Pell eligible
Not Pell eligible	NA	NA
Non-dually enrolled fifth and beyond year students
Pell eligible
Not Pell eligible	NA	NA
Dually enrolled HS Freshman
Pell eligible
Not Pell eligible	NA	NA
Duallly enrolled HS Sophomore
Pell eligible
Not Pell eligible	NA	NA
Dually enrolled HS Junior
Pell eligible
Not Pell eligible	NA	NA
Dually enrolled HS Senior
Pell eligible
Not Pell eligible	NA	NA
6. Outcome at the end of reporting year by type of student and cohort
	Count	Completed High School	Completed CTP	Gainfully employed within 1 year of leaving program
School's first year in experiment
HS Freshman
HS Sophomore
HS Junior
HS Senior
Non-dually enrolled first year student
Non-dually enrolled second year student
Non-dually enrolled third year student
Non-dually enrolled fourth year student
Non-dually enrolled 5th year plus student
School's second year in experiment
HS Freshman
HS Sophomore
HS Junior
HS Senior
Non-dually enrolled first year student
Non-dually enrolled second year student
Non-dually enrolled third year student
Non-dually enrolled fourth year student
Non-dually enrolled 5th year plus student
School's third year in experiment, etc.