2017–18 National Postsecondary Student Aid Study Administrative Collection (NPSAS:18-AC)

2017–18 National Postsecondary Student Aid Study Administrative Collection (NPSAS:18-AC)

Appendix E NPSAS 2018-AC Student-Records-Collection

2017–18 National Postsecondary Student Aid Study Administrative Collection (NPSAS:18-AC)

OMB: 1850-0666

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2017–18 NATIONAL POSTSECONDARY STUDENT AID STUDY ADMINISTRATIVE COLLECTION (NPSAS:18-AC)






Appendix E

NPSAS:18-AC Student Records Instrument



OMB # 1850-0666 v.21









Submitted by

National Center for Education Statistics

U.S. Department of Education










July 2017

revised January 2018







This appendix includes the 2017–18 National Postsecondary Student Aid Study, Administrative Collection (NPSAS:18-AC) student records data collection instrument. In order to reduce burden on institutions that are selected to participate in multiple NCES studies, the NPSAS:18-AC student records instrument has been designed to be as consistent as possible across studies that collect student records data, including the 2015–16 National Postsecondary Student Aid Study (NPSAS:16) [OMB #1850-0666 v.17], the 2012 Beginning Postsecondary Students Longitudinal Study (BPS:12) student record collection [OMB #1850-0631 v.10], and the High School Longitudinal Study of 2009 (HSLS:09) student record collection [OMB #1850-0852 v.17].

Table 1 lists all instrument items and provides a summary of changes to the content of the instrument when compared to the instrument currently being used for BPS:12 and HSLS:09, which is the student records instrument most recently in data collection. The instrument presented in this appendix was approved for use on NPSAS:18-AC in November 2017 (OMB# 1850-0666 v.20). The table includes color coding to indicate whether items have remained the same (black), were revised (purple), removed (red), or added (green) when compared to the BPS:12 and HSLS:09 student records instrument. Items that refer to a specific academic year have been updated to apply to the 2017-2018 academic year, which is the focus of NPSAS:18-AC. For items with no changes beyond updating the academic year, the table indicates “no change.” For items with any other changes to the item wording, response options, or help text beyond the academic year reference, the table indicates “revised.” Any new changes requested to the NPSAS:18-AC instrument since it was approved in November 2017 are marked with an asterisk (*).

The NPSAS:18-AC student records instrument presented in this change memorandum remains largely unchanged from both the instrument approved for BPS:12 and HSLS:09 and the instrument previously approved for NPSAS:18-AC. The changes noted below were developed based on the results of the NPSAS:16, BPS:12, and HSLS:09 collections, and are intended to reduce respondent burden and improve data quality.

Table of Contents

PRA statement 6

Table 1. NPSAS:18-AC Student Records Instrument 6

Institution Information 12

BENRTYPE 12

SUBSECTION: TERMS 12

BTMNAM[01-12] 13

BTMBEG[01-12] 13

BTMEND[01-12] 13

Eligibility 13

BELIG 13

BELIGRSN 14

General Student Information 14

FNAME 14

MNAME 14

LNAME 14

SUFFIX 14

SOCIAL 15

ASTHDOB 15

ASGENDER 15

AMARITAL 15

AMAIDEN 15

SPOUSEFN 15

SPOUSEMN 15

SPOUSELN 15

ACITIZEN 15

AVETERAN 16

AHIGHSCH 16

AHIGHYR 16

SUBSECTION: RACE & ETHNICITY 16

ASHISPAN 16

ASTWHITE 16

ASTBLACK 16

ASTASIAN 17

ASINDIAN 17

ASISLAND 17

PERMAD1L 17

PERMAD2L 17

PERMCITY 17

PERMSTAT 17

PERMZIP 17

PERMCNTRY 17

SCHSTRES 17

LOCAD1L 18

LOCAD2L 18

LOCCITY 18

LOCSTAT 18

LOCZIP 18

PHONE1 18

PHONE1TYPE 18

PHONE2 18

PHONE2TYPE 18

PRSEMAIL 18

CAMEMAIL 19

PARFRST 19

PARMID 19

PARLAST 19

PARSUF 19

PARAD1L 19

PARAD2L 19

PARCITY 19

PARSTAT 19

PARZIP 19

PARCNTRY 19

PAREMAIL 19

PARTEL 19

PARCELL 20

PARPITL 20

OTHFRST 20

OTHMID 20

OTHLAST 20

OTHSUF 20

OTHREL 20

OTHAD2L 20

OTHCITY 20

OTHSTAT 21

OTHZIP 21

OTHCNTRY 21

OTHEMAIL 21

OTHTEL 21

OTHCELL 21

Enrollment 21

BEERDTMY 21

BELEDTMY 21

BEFSTTM 21

BETRANSFER 22

BERECVBA 22

BEBADATE 22

BREMEVER 22

BEACTENG 22

BEACTMAT 23

BEACTRDG 23

BEACTSCI 23

BEACTCOM 23

BESATCR 23

BESATMAT 23

BESATWRT 23

BENLADEG 23

BENADTYP 24

BENLALVL 25

BEDEGDATE 25

BEEXPDEG 25

BENNFGPA 26

BECLKHRS 26

BECLKCOMP 26

BECRDHRS 26

BECRDCOMP 26

BTUITOT 26

BTUNJURI 26

BEMAJ1CIP 27

BEMAJ1 27

BEMAJ2CIP 27

BEMAJ2 27

BEUNDECL 27

BTMST[01-12] 28

BTMHR 28

Budget 28

CNPERIOD 28

CNLCLRES 29

CTUITION 29

CNESROOM 30

CNESBOOK 30

CNETRANS 30

CNESCOMP 30

CNEHLTB 30

CNEOTHER 30

CTOTLCOA 30

Financial Aid 30

CFAWARN 30

CFAPROB 30

CFAINELG 31

SUBSECTION: FEDERAL AID 31

CFAFEDAID 31

CFADPELL 31

CFASSTAF 31

CFAUSTAF 31

CFADPLUS 31

CFAGPLUS 31

CFATEACH 31

CPERKINS 32

CFAFSEOG 32

CFATDFWS 32

CFAIRAQ 32

CFATVET 32

SUBSECTION: STATE AID 32

CFASTATAID 32

CFSTATE01 32

CFSTTYP01 32

CFSTAMT01 33

CFSTATE02 33

CFSTTYP02 33

CFSTAMT02 34

CFSTATE03 34

CFSTTYP03 34

CFSTAMT03 34

SUBSECTION: INSTITUTION AID 34

CFAINSTAID 35

CFAINS01 35

CFAITYP01 35

CFAIAMT01 35

CFAINS02 35

CFAITYP02 35

CFAIAMT02 36

CFAINS03 36

CFAITYP03 36

CFAIAMT03 37

SUBSECTION: PRIVATE AID OR OTHER GOVERNMENT AID 37

CFAOTHGOV 37

CFAOTHGOV01 37

CFAGOVTYP01 37

CFAGOVAMT01 38

CFAOTHGOV02 38

CFAGOVTYP02 38

CFAGOVAMT02 38

CFAOTHGOV03 38

CFAGOVTYP03 38

CFAGOVAMT03 39

SUBSECTION: OTHER AID 39

CFAOTHAID 39

CFAOTHNAM01 39

CFAOTHTYP01 39

CFAOTHSRC01 40

CFAOTHAMT01 40

CFAOTHNAM01 40

CFAOTHTYP02 40

CFAOTHSRC02 41

CFAOTHAMT02 41

CFAOTHNAM03 41

CFAOTHTYP03 41

CFAOTHSRC03 41

CFAOTHAMT03 42

Excel Template Codebook 43

Scripts for Instructional Videos 52


PRA statement

The following statement will be included on the data collection website:

NCES is authorized to conduct the 2017–18 National Postsecondary Student Aid Study, Administrative Collection (NPSAS:18-AC) by the Education Sciences Reform Act of 2002 (ESRA 2002, 20 U.S.C. §9543) and the Higher Education Opportunity Act of 2008 (HEOA 2008, 20 U.S.C. §1015). The data are being collected for NCES by RTI International, a U.S.-based nonprofit research organization. All of the information you provide may be used only for statistical purposes and may not be disclosed, or used, in identifiable form for any other purpose except as required by law (20 U.S.C. §9573 and 6 U.S.C. §151).

According to the Paperwork Reduction Act of 1995, no persons are required to respond to a collection of information unless it displays a valid OMB control number. The valid OMB control numbers for the voluntary information collections using this website are listed below. The time required to complete the information collections is estimated to average the number of minutes or hours listed below per response, including the time to review instructions, search existing data sources, gather the data needed, and complete and review the information collection.

If you have any comments concerning the accuracy of the time estimate, suggestions for improving the collections, or any comments or concerns regarding the status of your individual submission of these data, please write directly to: Postsecondary Data Portal studies, National Center for Education Statistics, PCP, 550 12th St., SW, 4th floor, Washington, DC 20202.

BPS Transcript Collection: 1 hour NPSAS:18-AC Student Records Collection: 22 hours

OMB Clearance Numbers: BPS:12 1850-0631 Expiration Date 01/31/2020

NPSAS:18-AC 1850-0666 Expiration Date: xx/xx/xxxx

Table 1. NPSAS:18-AC Student Records Instrument

Item Name

Item Description

Change

Removed (X),

Added (A), Revised (R)

*= new revision

Revision from BPS:12/HSLS:09 Student Records Instrument

Institution Information

BEARLY

Earliest Data Available

X

Item was needed for BPS/HSLS to assess whether institutions’ records covered only a portion of the years requested; item is not needed for NPSAS:18-AC, which is only requesting data for one academic year.

BENRTYPE

Report Enrollment Status


No change

BTMNAME[01-12]

Term name [1-12]


No change

BTMBEG[01-12]

Term start date [1-12]

R*

Revised to improve clarity of instructions for terms section and to collect only month and year of start date.

BTMEND[01-12]

Term end date [1-12]

R*

Revised to improve clarity of instructions for terms section and to collect only month and year of end date.

CRSUNIT

Standard Academic Course Credit


No change

Eligibility

BELIG

Student eligible for NPSAS:18-AC?

A*

Added to streamline section for respondents. Eligibility section revised to collect a Y/N and a single ineligible reason, rather than collect up to 8 separate reasons.

BELIGRSN

Ineligible reason

A*

Added to replace separate items for each ineligible reason.

BELIGENR

Reason not eligible: Not enrolled

X*

Items were not included in the BPS:12/HSLS:09 instrument. They were approved for part of NPSAS:18-AC in November 2017, but are being dropped in this change memorandum. They are replaced by BELIG and BELIGRSN.

BELIGREF

Reason not eligible: Tuition refund

X*

BELIGJNT

Reason not eligible: Enrolled in another institution

X*

BELIGCLHR

Reason not eligible: Length of program

X*

BELIGNC

Reason not eligible: Non-credit

X*

BELIGDUENR

Reason not eligible: Completing high school

X*

BELIGGED

Reason not eligible: GED or high school completion

X*

BELIGREM

Reason not eligible: Adult basic education program

X*

General Student Information

FNAME

First name


No change

MNAME

Middle name


No change

LNAME

Last name


No change

SUFFIX

Suffix


No change

SOCIAL

Social Security Number


No change

ASTHDOB

Date of birth


No change

ASGENDER

Gender


No change

AMARITAL

Marital status


No change

AMAIDEN

Maiden name


No change

SPOUSEFN

Spouse first name


No change

SPOUSEMN

Spouse middle name


No change

SPOUSELN

Spouse last name


No change

ACITIZEN

Citizenship status

R

Revised: added help text to clarify that institutions should not provide the student’s country of origin

AVETERAN

Veteran status

R

Revised: added response option for active duty military status

AHIGHSCH

High school completion type


No change

ASHIGHYR

High school completion year


No change

ASHISPAN

Ethnicity


No change

ASTWHITE

Race: White


No change

ASTBLACK

Race: Black


No change

ASTASIAN

Race: Asian


No change

ASINDIAN

Race: American Indian or Alaska Native


No change

ASISLAND

Race: Native Hawaiian or Other Pacific Islander


No change

PERMAD1L

Permanent address line 1


No change

PERMAD2L

Permanent address line 2


No change

PERMCITY

Permanent city


No change

PERMSTAT

Permanent state


No change

PERMZIP

Permanent ZIP


No change

PRMCNTRY

Permanent country


No change

LOCAD1L

Local address line 1


No change

LOCAD2L

Local address line 2


No change

LOCCITY

Local city


No change

LOCSTAT

Local state


No change

LOCZIP

Local ZIP


No change

SCHSTRES

Permanent resident of [institution state]


No change

PHONE1

Phone


No change

PHONE1TYPE

Type


No change

PHONE2

Phone


No change

PHONE2TYPE

Type


No change

PRSEMAIL

E-mail address


No change

CAMEMAIL

Campus e-mail address


No change

PARFRST

Parent first name


No change

PARMID

Parent middle name


No change

PARLAST

Parent last name


No change

PARSUF

Parent suffix


No change

PARAD1L

Parent address line 1


No change

PARAD2L

Parent address line 2


No change

PARCITY

Parent city


No change

PARSTAT

Parent state


No change

PARZIP

Parent ZIP


No change

PARCNTRY

Parent country


No change

PAREMAIL

Parent e-mail


No change

PARTEL

Parent phone


No change

PARCELL

Parent cell phone


No change

PARPITL

Parent international phone


No change

OTHFRST

Other contact first name


No change

OTHMID

Other contact middle name


No change

OTHLAST

Other contact last name


No change

OTHSUF

Other contact suffix


No change

OTHREL

Relationship of other contact to student


No change

OTHAD1L

Other contact address line 1


No change

OTHAD2L

Other contact address line 2


No change

OTHCITY

Other contact city


No change

OTHSTAT

Other contact state


No change

OTHZIP

Other contact ZIP


No change

OTHCNTRY

Other contact country


No change

OTHEMAIL

Other contact e-mail


No change

OTHTEL

Other contact phone


No change

OTHCELL

Other contact cell phone


No change

Enrollment

BEERDTMY

First enrolled at this institution date


No change

BELEDTMY

Last enrolled at this institution date


No change

BEFSTTM

First-time beginning student

R*

Revised to improve clarity of help text

BETRANSFER

Accepted transfer credit


No change

BREMEVER

Ever taken a remedial course

R*

Revised to improve clarity of help text

BENR

Enrolled in academic year

X*

Removed due to overlap with eligibility items

BENLADEG

Program/Degree


No change

BENADTYP

Graduate Degree Type


No change

BENLALVL

Class level


No change

BEDEGDATE

Degree completion date


No change

BEEXPDEG

Expected to complete degree requirements by [date]


No change

BENNFGPA

Cumulative (unweighted) GPA


No change

BERECVBA

Received bachelor’s degree

R*

Revised to change item label from “baccalaureate” to “bachelor’s” degree; maintains consistency with terminology used elsewhere in the instrument

BEBADATE

Date bachelor’s degree received

R*

BECIPMAJ1

CIP code for primary major


No change

BECREMJR1

Primary major


No change

BECIPMAJ2

CIP code for secondary major


No change

BECREMJR2

Secondary major


No change

BEUNDECL

Major undeclared


No change

BEACTENG

ACT English score


No change

BEACTMAT

ACT Mathematics score


No change

BEACTRDG

ACT Reading score


No change

BEACTSCI

ACT Science score


No change

BEACTCOM

ACT Composite score


No change

BESATCR

SAT Critical Reading score


No change

BESATMAT

SAT Mathematics score


No change

BESATWRT

SAT Writing score


No change

BECRDHRS

Required credit hours in program


No change

BECRDCOMP

Cumulative credit hours completed


No change

BECLKHRS

Required clock hours in program


No change

BECLKCOMP

Cumulative clock hours completed


No change

BTTUITOT

Total tuition and required fees charged

R*

Revised help text to specify that tuition charged should be reported prior to any financial aid

*Changed item wording from “mandatory” to “required” for consistency with IPEDS terminology; revised help text to provide definition for required fees (consistent with IPEDS definition)

BTUNJURI

Residency for Tuition Purposes

R*

Revised: added response option and revised help text to distinguish between reasons that a student may receive in-state tuition

*Revised help text to provide guidance for reporting reduced tuition

BTMST[01-12]

Enrollment status [term 1-12]


No change

BTMHR[01-12]

Units for credit enrolled [term 1-12]


No change

Budget

CNPERIOD

Budget Period

R

Revised help text to encourage participants to provide a full-time, full-year budget, and provide instructions for prorating budget if full-time, full-year is not available.

CNLCLRES

Student residence for budget


No change

CTUITION

Budgeted tuition/fees


No change

CNESROOM

Budgeted room and board


No change

CNESBOOK

Budgeted books/supplies


No change

CNETRANS

Budgeted transportation


No change

CNESCOMP

Budgeted computer/technology


No change

CNEHLTH

Budgeted health insurance


No change

CNEOTHER

Budgeted all other expenses


No change

CTOTLCOA

Total budgeted cost of attendance


No change

Financial Aid

CFAWARN

Placed on financial aid warning


No change

CFAPROB

Placed on financial aid probation


No change

CFAINELG

Ineligible to receive Title IV financial aid


No change

CFAFEDAID

Student had federal aid


No change

CFADPELL

Pell Grant amount


No change

CFASSTAF

Subsidized Stafford/Direct Loan amount


No change

CFAUSTAF

Unsubsidized Stafford/Direct Loan amount


No change

CFADPLUS

Parent PLUS Loan amount


No change

CFAGPLUS

Graduate PLUS Loan amount


No change

CFATEACH

Federal TEACH Grant amount


No change

CPERKINS

Perkins Loan amount


No change

CFAFSEOG

Federal SEOG Grant amount


No change

CFATDFWS

Federal work study awarded amount


No change

CFAIRAQ

Iraq & Afghanistan Service Grant amount


No change

CFATVET

Veteran’s benefits amount


No change

CFASTATAID

Student had state aid


No change

CFSTATE[01-03]

State aid program [1-3] name


No change

CFSTTYP[01-03]

State aid program [1-3] type

R

Revised program type item so that response options are consistent across all financial aid categories

CSTAMT[01-03]

State aid program [1-3] amount


No change

CFAINSTAID

Student had institution aid


No change

CFAINS[01-03]

Institution aid program [1-3] name


No change

CFAITYP[01-03]

Institution aid program [1-3] type

R

Revised program type item so that response options are consistent across all financial aid categories

CFAIAMT[01-03]

Institution aid program [1-3] amount


No change

CFAGRAID

Student had graduate aid

X

Removed: graduate aid removed as a separate category and will be collected based on source

CFAGRTYP[01-03]

Graduate aid program [1-3] type

X

CFAGRAMT[01-03]

Graduate aid program [1-3] amount

X

CFAOTHGOV

Student had private aid or other gov’t aid


No change

CFAOTHGOV[01-03]

Private aid or other gov’t aid program [1-3] name

A

Added for consistency with other aid categories and to aid in data review

CFAGOVTYP[01-03]

Private aid or other gov’t aid program [1-3] type

R

Revised program type item so that response options are consistent across all financial aid categories

CFAGOVAMT[01-03]

Private aid or other gov’t aid program [1-3] amount


No change

CFAOTHAID

Student had other aid


No change

CFAOTHNAM[01-03]

Other aid program [1-3] name


No change

CFAOTHTYP[01-03]

Other aid program [1-3] type


No change

CFAOTHSRC[01-03]

Other aid program [1-3] source


No change

CFAOTHAMT[01-03]

Other aid program [1-3] amount


No change





Institution Information

Shape5

BENRTYPE

Choose how you will report enrollment status

Instructions:

Later, you will be asked to report each sampled student's enrollment status (e.g., full‐time, half‐time), during each of the terms at your institution. Please indicate whether you will report the students' enrollment status by term or by month.

Provide term names and dates for each term within the academic years requested. For details about which terms should be included, review Step 4 below.

Report enrollment status for each calendar month within the academic year. Recommended for institutions that enroll continuously throughout the academic year, or for institutions with more than 12 terms in the academic year.

1 = Report Enrollment Status by Term

2 = Report Enrollment Status by Month

Shape6

SUBSECTION: TERMS

Please provide your institution’s terms for the 2017-18 academic year. Later, you will be asked to indicate each sampled student’s enrollment status (e.g. full-time, half-time) during each of the terms you provide.


Enter the name, start date, and end date of each of the terms/enrollment periods occurring at [institution name] between July 1, 2017 and June 30, 2018.


Please include:

  • Summer sessions.

  • Short sessions longer than two weeks in duration.

  • Terms for special types of students (e.g. medical students).


Terms may start prior to June 1, 2017 or end after June 30, 2018, but some portion of the term must occur between July 1 and June 30. Note that summer sessions should be included if any portion of the term falls within the period of July 1 through June 30.

If your institution has more than one term that starts and ends in the same month, you only need to report the term one time. For example, if the general college and medical school both have fall semesters that start in August and end in December, you need only provide one fall semester, even if they don’t start on the same days of the month. If the terms start or end in different months, please provide the terms separately. For additional help, click here.

[Pop-up instructions]

The following terms may be reported as a single term because they start and end in the same month:

Term name Start Date End Date

General college fall 2017 08/07/2017 12/05/2017

Medical school fall 2017 08/09/2017 12/07/2017

Law school fall 2017 08/14/2017 12/14/2017



The following terms should be reported as separate terms because they start and end in different months:

Term name Start Date End Date

General college spring 2017 01/22/2018 05/05/2018

Medical school spring 2017 01/09/2018 04/28/2018

Law school spring 2017 02/04/2018 05/14/2018Shape7

BTMNAM[01-12]

Term Name [01-12] ___________________Shape8

BTMBEG[01-12]

Term Start Date [01-12]

Month: January - December

Year: 2017-2018Shape9

BTMEND[01-12]

Term End Date [01-12]

Month: January - December

Year: 2017-2018Shape10

Eligibility

Shape11

BELIG

Student is eligible for NPSAS:18?

(Note: this item defaults to Yes unless you change the selection.)

If you think that this student is ineligible for NPSAS:18, change the response to No and select a reason that the student is ineligible. If more than one reason applies, choose the reason that appears first on the list. You do not need to provide any other data for ineligible students.

The student is ineligible for NPSAS:18 if he or she meets any of the following conditions:

Not enrolled at institution: Student was not enrolled at this institution at any time from July 1, 2017 to June 30, 2018.

Tuition refund: Student was enrolled at one time but received a full tuition refund for all terms in study period from July 1, 2017 to June 30, 2018.

Pays tuition to another institution: Student attends this institution under joint arrangements with another institution and pays tuition solely to the other institution.

Length of program: Student was enrolled, but not in a program of study that required at least 3 months or 300 clock/contact hours of instruction for granting a certificate, award, or diploma.

Non-credit program: Student was enrolled, but not in at least one course that could be applied toward fulfilling requirements for an academic degree, a certificate program, or in a term for credit that could be transferred to another school.

Completing high school: Student was still completing high school requirements as of the last term enrolled in the July 1, 2017 - June 30, 2018 academic year.

GED or high school completion program: Student was enrolled solely in a GED or high school completion program as of the last term enrolled in the July 1, 2017 - June 30, 2018 academic year.

Adult basic education program: Student was enrolled solely in an adult basic education program (e.g., ESL, literacy) as of the last term enrolled in the July 1, 2017 - June 30, 2018 academic year.

1=Yes

0=No


Shape12

BELIGRSN

Ineligible reason

Select the reason that the student is not eligible for NPSAS:18.

1=Student was not enrolled at this institution at any time from July 1, 2017 to June 30, 2018.

2=Student was enrolled at one time but received a full tuition refund for all terms in study period from July 1, 2017 to June 30, 2018.

3=Student attends this institution under joint arrangements with another institution and pays tuition solely to the other institution.

4=Student was enrolled, but not in a program of study that required at least 3 months or 300 clock/contact hours of instruction for granting a certificate, award, or diploma.

5=Student was enrolled, but not in at least one course that could be applied toward fulfilling requirements for an academic degree, a certificate program, or in a term for credit that could be transferred to another school.

6=Student was still completing High School requirements (for the last term enrolled).

7=Student was enrolled solely in a GED or High School completion program (for the last term enrolled).

8=Student was enrolled solely in an adult basic education program (i.e., ESL, literacy) (for the last term enrolled).


1=Not enrolled at institution

2=Tuition refund

3=Pays tuition to another institution

4=Length of program

5=Non-credit program

6=Completing high school

7=GED or high school completion program

8=Adult basic education program Shape13

Shape14

General Student Information

Shape15

FNAME

First Name ___________________Shape16

MNAME

Middle Name ___________________Shape17

LNAME

Last Name ___________________Shape18

SUFFIX

Suffix ___________________Shape19

SOCIAL

Social Security Number/SSN ___________________Shape20

ASTHDOB

Month: January - December

Date: 01-31

Year: 1920 - 2014Shape21

ASGENDER

Sex

0=Male

1=Female

-1=UnknownShape22

AMARITAL

Marital Status

0=Not married (single, windowed, divorced)

1=Married

2=Separate

-1=UnknownShape23

AMAIDEN

Maiden Name ___________________Shape24

SPOUSEFN

Spouse First Name ___________________Shape25

SPOUSEMN

Spouse Middle Name ___________________Shape26

SPOUSELN

Spouse Last Name ___________________Shape27

ACITIZEN

Citizenship Status

Please indicate the student's citizenship status using one of the response options provided. Do not provide the student's country of origin.

0 = US citizen or US national

1 = Resident alien, permanent resident, or other eligible non-citizen

2 = Foreign/International student with student visa

-1 = Unknown

Shape28

AVETERAN

Veteran or Active Duty Military Status

Please indicate whether the sample member is a veteran of the U.S. Armed Forces or is serving on active duty (not whether the sample member is receiving veteran’s benefits).

0 = No

1 = Yes, veteran

2 = Yes, active duty military

-1 = Unknown

Shape29

AHIGHSCH

High School Completion Type

1 = High School Diploma

2 = GED or other equivalency

3 = High school completion certificate

4 = Foreign high school

5 = Home schooled

6 = No high school degree/certificate

-1 = Unknown

Shape30

AHIGHYR

High School Completion Year

Year: 1920 - 2018Shape31

SUBSECTION: RACE & ETHNICITY

Instruction: Note that these categories differ from those reported to IPEDS, but are consistent with IPEDS requirements for the collection of race and ethnicity.

For more information about IPEDS requirements for the collection and reporting of race and ethnicity, visit https://surveys.nces.ed.gov/ipeds/visfaq_re.aspx#1.Shape32

ASHISPAN

Ethnicity

0=Not Hispanic or Latino

1=Hispanic or Latino

-1=Unknown Shape33

ASTWHITE

Race: White

0 = No

1 = Yes

Shape34

ASTBLACK

Race: Black or African American

0 = No

1 = Yes

Shape35

ASTASIAN

Race: Asian

0 = No

1 = Yes

Shape36

ASINDIAN

Race: American Indian or Alaska Native

0 = No

1 = Yes

Shape37

ASISLAND

Race: Native Hawaiian or Other Pacific Islander

0 = No

1 = Yes

Shape38

PERMAD1L

Permanent Address Line 1 ___________________Shape39

PERMAD2L

Permanent Address Line 2 ___________________Shape40

PERMCITY

Permanent Address City ___________________Shape41

PERMSTAT

Permanent Address State: -Select-Shape42

PERMZIP

Permanent Address ZIP ___________________Shape43

PERMCNTRY

Permanent Address Country (if not USA) ___________________Shape44

SCHSTRES

Is the student a permanent resident of [the state in which the institution is located]?

0 = No

1 = Yes

-1 = Unknown

Shape45

LOCAD1L

Local Address Line 1 ___________________Shape46

LOCAD2L

Local Address Line 2 ___________________Shape47

LOCCITY

Local Address City ___________________Shape48

LOCSTAT

Local Address State: -Select-Shape49

LOCZIP

Local Address ZIP ___________________

Shape50

PHONE1

Phone 1 ___________________Shape51

PHONE1TYPE

Phone 1 Type

1 = Home

2 = Mobile

3 = Other

Shape52

PHONE2

Phone 1 ___________________Shape53

PHONE2TYPE

Phone 2 Type

1 = Home

2 = Mobile

3 = Other

Shape54

PRSEMAIL

Personal Email ___________________Shape55

CAMEMAIL

Campus Email ___________________Shape56

PARFRST

Parent First Name ___________________Shape57

PARMID

Parent Middle Name ___________________Shape58

PARLAST

Parent Last Name ___________________Shape59

PARSUF

Parent Suffix ___________________Shape60

PARAD1L

Parent Address Line 1 ___________________Shape61

PARAD2L

Parent Address Line 2 ___________________Shape62

PARCITY

Parent Address City ___________________Shape63

PARSTAT

Parent Address State: -Select-Shape64

PARZIP

Parent Address ZIP ___________________Shape65

PARCNTRY

Parent Address Country (if not USA) ___________________Shape66

PAREMAIL

Parent Email ___________________Shape67

PARTEL

Parent Phone ___________________Shape68

PARCELL

Parent Cell Phone ___________________Shape69

PARPITL

Parent International Phone ___________________Shape70

OTHFRST

Other Contact First Name ___________________Shape71

OTHMID

Other Contact Middle Name ___________________Shape72

OTHLAST

Other Contact Last Name ___________________Shape73

OTHSUF

Other Contact Suffix ___________________Shape74

OTHREL

Relationship of Other Contact to Student

1 = Parent

2 = Guardian

3 = Sibling

4 = Aunt

5 = Uncle

6 = Grandparent

7 = Spouse

8 = Friend

9 = Colleague

10 = Other

-1 = Unknown Shape75 OTHAD1L

Other Contact Address Line 1 ___________________Shape76

OTHAD2L

Other Contact Address Line 2 ___________________Shape77

OTHCITY

Other Contact Address City ___________________Shape78

OTHSTAT

Other Contact Address State: -Select-Shape79

OTHZIP

Other Contact Address ZIP ___________________Shape80

OTHCNTRY

Other Contact Address Country (if not USA) ___________________Shape81

OTHEMAIL

Other Contact Email ___________________Shape82

OTHTEL

Other Contact Phone ___________________Shape83

OTHCELL

Other Contact Cell Phone ___________________Shape84

Enrollment

Shape85

BEERDTMY

Date first enrolled at this institution

Enter the date the student enrolled at this institution for the first time. The enrollment date may have occurred prior to this academic year.

Month: January - December

Date: 01 - 31

Year: 1920-2018

Shape86

BELEDTMY

Date last enrolled at this institution

If the student is no longer enrolled at this institution, enter the student’s last date of enrollment.

Month: January - December

Date: 01 - 31

Year: 1920-2018

Shape87

BEFSTTM

First time Beginning Student?

A student is considered a first-time beginner (FTB) for NPSAS:18-AC if he or she is as an undergraduate student who enrolled in college for the first time at this institution between July 1, 2017 and June 30, 2018.

Students are NOT FTBs if they were enrolled in a postsecondary class for credit at this or any other postsecondary institution prior to July 1, 2017, unless the credit was advanced placement (AP) credit, international baccalaureate (IB) credit, or any other postsecondary credit or formal award earned while the student was still completing high school.

Please note that this is not the same as the first-time full-time designation reported to IPEDS.

0 = No

1 = Yes

Shape88

BETRANSFER

Accepted transfer credit

Indicate whether your institution accepted transfer credits for this student from another postsecondary institution. Please exclude remedial or developmental courses.

0 = No

1 = Yes

Shape89

BERECVBA

Received bachelor’s degree

Select Yes if the graduate student has already obtained a bachelor’s degree, even if it was not awarded by this institution.

0 = No

1 = Yes

Shape90

BEBADATE

Date bachelor’s degree received

If the graduate student has obtained a bachelor’s degree, enter the date the degree was received.

Month: January - December

Date: 01 - 31

Year: 1920-2018

Shape91

BREMEVER

Ever taken a remedial course

Since completing high school, has the student taken any remedial/developmental courses to improve their basic skills in English, math, reading, or writing? Please answer Yes if your records indicate that the student took any remedial courses since high school, even if they were not taken at your institution.

0 = No

1 = Yes

Shape92

BEACTENG

ACT English ___________________

Enter the student’s ACT English score. If this student has multiple scores on record, enter the score that is used according to your institution’s admissions policy.

Shape93

BEACTMAT

ACT Mathematics ___________________

Enter the student’s ACT Mathematics score. If this student has multiple scores on record, enter the score that is used according to your institution’s admissions policy.

Shape94

BEACTRDG

ACT Reading ___________________

Enter the student’s ACT Reading score. If this student has multiple scores on record, enter the score that is used according to your institution’s admissions policy.

Shape95

BEACTSCI

ACT Science ___________________

Enter the student’s ACT Science score. If this student has multiple scores on record, enter the score that is used according to your institution’s admissions policy.

Shape96

BEACTCOM

ACT Composite ___________________

Enter the student’s ACT Composite score. If this student has multiple scores on record, enter the score that is used according to your institution’s admissions policy.

Shape97

BESATCR

SAT Critical Reading ___________________

Enter the student’s SAT Critical Reading score. If this student has multiple scores on record, enter the score that is used according to your institution’s admissions policy.

Shape98

BESATMAT

SAT Mathematics ___________________

Enter the student’s SAT Mathematics score. If this student has multiple scores on record, enter the score that is used according to your institution’s admissions policy.

Shape99

BESATWRT

SAT Writing ___________________

Enter the student’s SAT Writing score. If this student has multiple scores on record, enter the score that is used according to your institution’s admissions policy.

Shape100

BENLADEG

Program/Degree

In what degree program was this student enrolled on June 30, 2018? If the student was no longer enrolled on June 30, 2018, report the degree program for his or her last term enrolled between July 1, 2017 and June 30, 2018.

If the student was enrolled in more than one program, enter the highest degree program. If the student was enrolled in a dual degree program in which both degrees are the same level (such as a dual MD/PhD or dual MA/MBA), select the student’s primary degree program.

1=Enrolled in undergraduate courses, not in a degree program

2=Undergraduate certificate or diploma (occupational or technical program)

3=Associate's degree

4=Bachelor's degree

5=Enrolled in graduate courses, not in a degree program

6=Post-baccalaureate certificate program

7=Dual bachelor's/master's degree

8=Master's degree program

9=Post-master's certificate

10=Doctoral degree - research/scholarship

11=Doctoral degree - professional practice

12=Doctoral degree - other

-1=Unknown

Shape101

BENADTYP

Graduate Degree Type

1 = Master of Science (MS)

2 = Master of Arts (MA)

3 = Master of Education (M.Ed) or Teaching (MAT)

4 = Master of Business Administration (MBA)

5 = Master of Public Administration (MPA)

6 = Master of Social Work (MSW)

7 = Master of Fine Arts (MFA)

8 = Master of Public Health (MPH)

9 = Master of Divinity (M.Div)

10 = Other master's degree program not listed

11 = Doctor of Philosophy (PhD)

12 = Doctor of Education (EdD)

13 = Doctor of Science or Engineering

14 = Doctor of Psychology (PsyD)

15 = Doctor of Business or Public Admin (DBA, DPA)

16 = Doctor of Fine Arts (DFA)

17 = Doctor of Theology (ThD)

18 = Law (JD, LLB)

19 = Medicine or Osteopathic Medicine (MD, DO)

20 = Dentistry (DDS, DMD)

21 = Chiropractic (DC, DCM)

22 = Pharmacy (PharmD)

23 = Optometry (OD)

24 = Podiatry (DPM, DP, PodD)

25 = Veterinary medicine (DVM)

26 = Other doctoral degree not listed


In what type of graduate degree program was this student enrolled on June 30, 2018? If the student was no longer enrolled on June 30, 2018, report the graduate degree program type for his or her last term during his or her last term enrolled between July 1, 2017 and June 30, 2018. Shape102

BENLALVL

Class Level

Enter the student's class level as of June 30, 2018. If the student was no longer enrolled on June 30, provide the student’s class level during his or her last term enrolled between July 1, 2017 and June 30, 2018.

If class level was used to determine financial aid eligibility, report that class level for this item. Otherwise, report the class level as defined by your institution.

Institutions typically define class level based on the number of earned credits. An example of a commonly used classification:

  • 0-29 earned credit hours for first-year/freshman

  • 30-59 earned credit hours for sophomore

  • 60-89 earned credit hours for junior

  • 90+ earned credit hours for senior


1 = 1st Year/Freshman

2 = Sophomore

3 = Junior

4 = Senior

5 = 5th Year or Higher Undergraduate

6 = Undergraduate (unclassified)

7 = Student with bachelor's or advanced degree taking undergraduate courses

8 = 1st year Graduate

9 = Beyond 1st year Graduate

10 = Graduate (unclassified)

-1 = Unknown

Shape103

BEDEGDATE

Date Completed

If the student completed the degree program, enter the date the degree was received.

Month: January - December

Date: 01 - 31

Year: 1920-2018

Shape104

BEEXPDEG

Expected to complete degree requirements by June 30, 2018?

(This item applies to programs/degrees that are not yet completed.) Is the student expected to have completed the requirements for their current degree program on or before June 30, 2018? Completion of the requirements means all required classes have been taken and passed and sufficient credit or clock hours have been earned. Some students may not yet have been awarded their degree or certificate by the institution, even though the requirements have been completed.

Shape105

BENNFGPA

Cumulative (Unweighted) GPA___________________

Please provide the student’s cumulative GPA as of June 30, 2018. If your institution uses a 4.0 point scale, please enter GPA with two decimal places. If your institution uses a 100 point scale, enter the grade with one decimal place.Shape106

BECLKHRS

Total Number of Clock Hours in Program___________________

If this student is enrolled in a clock hour program, what is the total length of the program in clock/contact hours?Shape107

BECLKCOMP

Cumulative Clock Hours Completed___________________

Please provide the total cumulative clock hours earned by this student as of June 30, 2018. Include all clock hours earned, even if they do not count toward the student’s degree/program requirements. Shape108

BECRDHRS

Total Number of Credit Hours in Program___________________

If this student is enrolled in a credit hour program, what is the total length of the program in credit hours?Shape109

BECRDCOMP

Cumulative Credit Hours Completed___________________

Please provide the total cumulative credit hours earned by this student as of June 30, 2018. Include all credit hours earned, even if they do not count toward the student’s degree/program requirements. Shape110

BTUITOT

Total Tuition and Required Fees Charged ___________________

The amount entered should be the amount CHARGED for the period(s) in which the student was enrolled between July 1, 2017 and June 30, 2018, prior to any aid, discounts, or waivers.

Required fees include all fixed sum charges that are required of such a large proportion of all students that the student who does not pay the charges is an exception.

Include any out-of-state/out-of-district fees for applicable students.

Please enter the specific amount charged for this student (typically obtained from the business or bursar's office), not the budgeted tuition amount or the average tuition amount charged for students.Shape111

BTUNJURI

Residency for Tuition Purposes

Please indicate the student’s tuition classification for the 2017-2018 academic year.

An in-district student is a student who is a legal resident of the locality in which he/she attends school and thus is entitled to reduced tuition charges if offered by the institution.

An in-state student is a student who is a legal resident of the state in which he/she attends school.

A student may receive in-state or reduced tuition even if he/she is not a legal resident of the state, such as through programs that offer in-state tuition to veterans or through tuition reciprocity agreements with adjacent states. Report these students as “in-state tuition for other reason,” even if the reduced tuition is higher than in-state tuition.

An out-of-state student is a student who is not a legal resident of the state in which he/she attends school.


1 = In-district

2 = In-state tuition based on legal residence

3 = In-state tuition for other reason (e.g., veteran status)

4 = Out-of-state

5 = No differential tuition based on residency

-1 = Unknown

Shape112

BEMAJ1CIP

First Major CIP Code___________________

Please provide the CIP code for this student’s first major as of June 30, 2018. If the student was no longer enrolled on June 30, provide the student’s major during his or her last term enrolled between July 1, 2017 and June 30, 2018.

CIP (Classification of Instructional Programs) codes are used by the National Center for Education Statistics (NCES) for major or field of study reporting, assessment, and tracking.

Please enter the 6 digit CIP Code of the student's first major or field of study. NOTE: This item is filled for you if a CIP code for this student was provided on your enrollment list. You may change the CIP code if what is shown is incorrect.

If you are not familiar with the codes, please leave this column blank and enter the student's current or most recent first major or field of study in the First Major item in this section. If the student has not yet declared a major, please leave this item blank and select "Yes" for the "undeclared" item in this section.

Shape113

BEMAJ1

First Major ___________________Shape114

BEMAJ2CIP

Second Major CIP Code___________________

Please provide the CIP code for this student’s second major as of June 30, 2018. If the student was no longer enrolled on June 30, provide the student’s major during his or her last term enrolled between July 1, 2017 and June 30, 2018.

CIP (Classification of Instructional Programs) codes are used by the National Center for Education Statistics (NCES) for major or field of study reporting, assessment, and tracking.

Please enter the 6 digit CIP Code of the student's first major or field of study. NOTE: This item is filled for you if a CIP code for this student was provided on your enrollment list. You may change the CIP code if what is shown is incorrect.

If you are not familiar with the codes, please leave this column blank and enter the student's current or most recent first major or field of study in the First Major item in this section. If the student has not yet declared a major, please leave this item blank and select "Yes" for the "undeclared" item in this section.

Shape115

BEMAJ2

Second Major ___________________Shape116

BEUNDECL

Major Undeclared

0 = No

1 = Yes

Shape117

BTMST[01-12]

Enrollment Status for [Term 01-12]

Enter the student’s enrollment status in [term 1-12]. If enrollment status was used to determine financial aid eligibility, report that enrollment status for this item. Otherwise, report the enrollment status as defined by your institution.

Institutions typically define enrollment status based on the number of credit or clock hours attempted. For example, students who are enrolled as a full-time student typically carry at least

  • 12 semester or quarter hours per term at the undergraduate level or 9 credit hours per term at the graduate level.

  • 24 semester hours or 36 quarter hours per academic year for an educational program using credit hours for a program of less than one academic year.

  • 24 clock hours per week for an education program using clock hours.

0 = Not enrolled

1 = Full-time

2 = 3/4-time

3 = Half-time

4 = Less than half-time

Shape118

BTMHR

Number of Credit or Clock Hours Enrolled in [Term 01-12] ___________________Shape119

Budget

Please provide budget details for the 2017-2018 academic year (July 1, 2017 to June 30, 2018). If possible, please provide an individualized budget for this student, not an average budget or the budget for the most popular program. If an individualized budget is not available (e.g., a budget was not prepared because the student did not apply for aid), please provide a generic budget or an estimated cost of attendance.Shape120

CNPERIOD

Budget Period

Select the enrollment status that matches the budget details you will provide for this student.


If possible, please provide a full-time, full-year budget, even if the student was not enrolled full-time for the entire year. If this student’s budgeted costs were not originally calculated for full-time, full-year enrollment, you can use Pell guidelines to prorate the amount to reflect the costs for a full-time student enrolled for a full academic year in the student’s academic program. Click here for definitions and more information about prorating costs of attendance.


If a full-time, full-year budget is not available, and you cannot provide a prorated amount, you may provide budget details for other enrollment statuses. For example, for a student who had different enrollment statuses throughout the year, you could provide a "full-time, one term" budget or a "half-time, one term" budget.

Please provide budgeted costs of attendance for a full-time student enrolled for a full academic year.


Academic year: An academic year must include at least 30 weeks of instructional time for credit-hour based programs, or 26 weeks of instructional time for clock-hour based programs.

At a semester-based institution, the academic year typically includes fall and spring terms. At a trimester-based institution, the academic year typically includes fall, spring, and summer terms.

For more information about defining an academic year, visit https://ifap.ed.gov/fsahandbook/attachments/1516FSAHbkVol3Ch1.pdf


Full-time: The following minimum coursework standards are for undergraduate students enrolled full-time in the academic year:

- For credit-hour programs, at least 24 semester or trimester credit hours, or 36 quarter credit hours; or

- For clock-hour programs, at least 900 clock hours.


Adjusting budgeted costs of attendance: If your program costs are not for full-time, full-year enrollment, use the Pell guidelines to adjust your costs of attendance to report a full-time, full-year budget.

For more information about prorating costs of attendance for Pell, visit https://ifap.ed.gov/fsahandbook/attachments/1516FSAHbkVol3Ch2.pdf


1 = Full-time, full-year

2 = Full-time, one term

3 = 3/4-time, full-year

4 = 3/4-time, one term

5 = Half-time, full-year

6 = Half-time, one term

7 = Less than half-time, full-year

8 = Less than half-time, one term

9 = Other

Shape121

CNLCLRES

Student Residence

For the budget period you specified for this student, enter the amount BUDGETED for tuition and fees for this student. This amount may differ from the total tuition and fees CHARGED (requested in the enrollment section), and is typically obtained from the financial aid office.

1 = On-campus or school-owned housing

2 = Off-campus without parents

3 = Off-campus with parents

-1 = Unknown

Shape122

CTUITION

Tuition & Fees ___________________

For the budget period you specified for this student, enter the amount BUDGETED for tuition and fees for this student. This amount may differ from the total tuition and fees CHARGED (requested in the enrollment section), and is typically obtained from the financial aid office.

Shape123

CNESROOM

Room & Board ___________________Shape124

CNESBOOK

Books & Supplies ___________________Shape125

CNETRANS

Transportation ___________________Shape126

CNESCOMP

Computer Technology ___________________

For example: a reasonable cost, as determined by your institution, for the rental or purchase of a personal computer that the student will use for study for budget period you specified for this student.Shape127

CNEHLTB

Health Insurance ___________________Shape128

CNEOTHER

All Other ___________________

For the budget period you specified for this student, enter the total estimated expense amount not included in any of the previous budget categories.Shape129

CTOTLCOA

Budgeted Total Cost of Attendance ___________________

For the budget period you specified for this student, enter the total estimated cost of attendance. Shape130

Financial Aid

Shape131

CFAWARN

Financial Aid Warning

Because of your institution's Satisfactory Academic Progress policy, at any time during the July 1, 2017 to June 30, 2018 financial aid year, was the student placed on financial aid warning?

0 = No

1 = Yes

Shape132

CFAPROB

Financial Aid Probation

Because of your institution's Satisfactory Academic Progress policy, at any time during the July 1, 2017 to June 30, 2018 financial aid year, was the student placed on financial aid probation?

0 = No

1 = Yes

Shape133

CFAINELG

Ineligible to Receive Title IV Aid

Because of your institution's Satisfactory Academic Progress policy, at any time during the July 1, 2017 to June 30, 2018 financial aid year, was the student ineligible to receive Title IV financial aid?

0 = No

1 = Yes

Shape134

SUBSECTION: FEDERAL AID

If the student had federal aid for the July 1, 2017 to June 30, 2018 financial aid year, enter the whole dollar amounts awarded to the student within each federal financial aid program. If the student was awarded a type of federal financial aid not listed here, you will have an opportunity to enter the name, type, and amount awarded in ‘Other Aid’ at the end of this section.Shape135

CFAFEDAID

Student had federal aid for the July 1, 2017 to June 30, 2018 financial aid year?

0 = No

1 = Yes

Shape136

CFADPELL

Pell Grant Amount ___________________Shape137

CFASSTAF

Subsidized Direct/Stafford Loan Amount ___________________Shape138

CFAUSTAF

Unsubsidized Direct/Stafford Loan Amount ___________________Shape139

CFADPLUS

Parent PLUS Loan Amount ___________________Shape140

CFAGPLUS

Graduate PLUS Loan Amount ___________________Shape141

CFATEACH

Federal TEACH Grant Amount ___________________Shape142

CPERKINS

Perkins Loan Amount ___________________Shape143

CFAFSEOG

Federal SEOG Grant Amount ___________________Shape144

CFATDFWS

Federal Work Study AWARDED ___________________

Federal Work-Study awarded refers to the maximum amount the student could earn through the Work-Study Program over the course of the academic year. For example, if the student was awarded $1000 and actually earned $500, enter $1000 for this item.Shape145

CFAIRAQ

Iraq & Afghanistan Service Grant ___________________Shape146

CFATVET

Veterans Benefits ___________________

Veterans’ education benefits include programs administered by the U.S. Department of Veterans Affairs, including such programs as the GI Bill (for example, Post-9/11 GI Bill, Montgomery GI Bill), the Reserve Educational Assistance Program (REAP), and Dependents’ Educational Assistance program (DEA).Shape147

SUBSECTION: STATE AID

If the student had state aid for the July 1, 2017 to June 30, 2018 financial aid year, enter program name, select the type, and enter the whole dollar amount awarded for up to three state aid awards. If the student was awarded more than three state aid awards, you will have an opportunity to enter the name, type, and amount awarded in "Other Aid" at the end of this section.Shape148

CFASTATAID

Student had state aid for the July 1, 2017 to June 30, 2018 financial aid year?

0 = No

1 = Yes

Shape149

CFSTATE01

State Aid Program Name 1 ___________________Shape150

CFSTTYP01

State Aid Program Type 1

Need-based grants are awarded on the basis of an applicant's financial resources. Merit-based grants are awarded on the basis of an applicant's talents, skills, demographic, geographic or other characteristics. If any part of the awarding criteria includes an applicant's financial resources, then the grant should be considered need-based.

1=Grant/scholarship, need-based

2=Grant/scholarship, merit-based

3=Grant/scholarship, both need and merit

4=Grant/scholarship, neither need nor merit

5=Grant/scholarship, unknown

6=Tuition Waiver, non-faculty/staff

7=Loan

8=Work-study

9=Athletic scholarship

10=Tuition waiver, faculty/staff

11=Teaching assistantship/stipend

12=Research assistantship/stipend

13=Other assistantship/stipend

14=Traineeship

15=ROTC/Armed Forces Grants

16=Veterans benefits

17=Resident advisor/assistant (RA) benefits

18=WIA/Job training/Vocational Rehabilitation

19=Employer aid Shape151

CFSTAMT01

State Aid Program Amount 1 ___________________Shape152

CFSTATE02

State Aid Program Name 2 ___________________Shape153

CFSTTYP02

State Aid Program Type 2

Need-based grants are awarded on the basis of an applicant's financial resources. Merit-based grants are awarded on the basis of an applicant's talents, skills, demographic, geographic or other characteristics. If any part of the awarding criteria includes an applicant's financial resources, then the grant should be considered need-based.

1=Grant/scholarship, need-based

2=Grant/scholarship, merit-based

3=Grant/scholarship, both need and merit

4=Grant/scholarship, neither need nor merit

5=Grant/scholarship, unknown

6=Tuition Waiver, non-faculty/staff

7=Loan

8=Work-study

9=Athletic scholarship

10=Tuition waiver, faculty/staff

11=Teaching assistantship/stipend

12=Research assistantship/stipend

13=Other assistantship/stipend

14=Traineeship

15=ROTC/Armed Forces Grants

16=Veterans benefits

17=Resident advisor/assistant (RA) benefits

18=WIA/Job training/Vocational Rehabilitation

19=Employer aid Shape154

CFSTAMT02

State Aid Program Amount 2 ___________________Shape155

CFSTATE03

State Aid Program Name 3 ___________________Shape156

CFSTTYP03

State Aid Program Type 3

Need-based grants are awarded on the basis of an applicant's financial resources. Merit-based grants are awarded on the basis of an applicant's talents, skills, demographic, geographic or other characteristics. If any part of the awarding criteria includes an applicant's financial resources, then the grant should be considered need-based.

1=Grant/scholarship, need-based

2=Grant/scholarship, merit-based

3=Grant/scholarship, both need and merit

4=Grant/scholarship, neither need nor merit

5=Grant/scholarship, unknown

6=Tuition Waiver, non-faculty/staff

7=Loan

8=Work-study

9=Athletic scholarship

10=Tuition waiver, faculty/staff

11=Teaching assistantship/stipend

12=Research assistantship/stipend

13=Other assistantship/stipend

14=Traineeship

15=ROTC/Armed Forces Grants

16=Veterans benefits

17=Resident advisor/assistant (RA) benefits

18=WIA/Job training/Vocational Rehabilitation

19=Employer aidShape157

CFSTAMT03

State Aid Program Amount 3 ___________________Shape158

SUBSECTION: INSTITUTION AID

If the student had institution aid for the July 1, 2017 to June 30, 2018 financial aid year, enter the program name, select the type, and enter the whole dollar amount awarded for up to three institution awards. If the student was awarded more than three institution aid awards, you will have an opportunity to enter the name, type, and amount awarded in "Other Aid" at the end of this section.Shape159

CFAINSTAID

Student had institution aid for the July 1, 2017 to June 30, 2018 financial aid year?

0 = No

1 = Yes

Shape160

CFAINS01

Institution Aid Program Name 1 ___________________Shape161

CFAITYP01

Institution Aid Program Type 1

Need-based grants are awarded on the basis of an applicant's financial resources. Merit-based grants are awarded on the basis of an applicant's talents, skills, demographic, geographic or other characteristics. If any part of the awarding criteria includes an applicant's financial resources, then the grant should be considered need-based.

1=Grant/scholarship, need-based

2=Grant/scholarship, merit-based

3=Grant/scholarship, both need and merit

4=Grant/scholarship, neither need nor merit

5=Grant/scholarship, unknown

6=Tuition Waiver, non-faculty/staff

7=Loan

8=Work-study

9=Athletic scholarship

10=Tuition waiver, faculty/staff

11=Teaching assistantship/stipend

12=Research assistantship/stipend

13=Other assistantship/stipend

14=Traineeship

15=ROTC/Armed Forces Grants

16=Veterans benefits

17=Resident advisor/assistant (RA) benefits

18=WIA/Job training/Vocational Rehabilitation

19=Employer aidShape162

CFAIAMT01

Institution Aid Program Amount 1 ___________________Shape163

CFAINS02

Institution Aid Program Name 2 ___________________Shape164

CFAITYP02

Institution Aid Program Type 2

Need-based grants are awarded on the basis of an applicant's financial resources. Merit-based grants are awarded on the basis of an applicant's talents, skills, demographic, geographic or other characteristics. If any part of the awarding criteria includes an applicant's financial resources, then the grant should be considered need-based.

1=Grant/scholarship, need-based

2=Grant/scholarship, merit-based

3=Grant/scholarship, both need and merit

4=Grant/scholarship, neither need nor merit

5=Grant/scholarship, unknown

6=Tuition Waiver, non-faculty/staff

7=Loan

8=Work-study

9=Athletic scholarship

10=Tuition waiver, faculty/staff

11=Teaching assistantship/stipend

12=Research assistantship/stipend

13=Other assistantship/stipend

14=Traineeship

15=ROTC/Armed Forces Grants

16=Veterans benefits

17=Resident advisor/assistant (RA) benefits

18=WIA/Job training/Vocational Rehabilitation

19=Employer aidShape165

CFAIAMT02

Institution Aid Program Amount 2 ___________________Shape166

CFAINS03

Institution Aid Program Name 3 ___________________Shape167

CFAITYP03

Institution Aid Program Type 3

Need-based grants are awarded on the basis of an applicant's financial resources. Merit-based grants are awarded on the basis of an applicant's talents, skills, demographic, geographic or other characteristics. If any part of the awarding criteria includes an applicant's financial resources, then the grant should be considered need-based.

1=Grant/scholarship, need-based

2=Grant/scholarship, merit-based

3=Grant/scholarship, both need and merit

4=Grant/scholarship, neither need nor merit

5=Grant/scholarship, unknown

6=Tuition Waiver, non-faculty/staff

7=Loan

8=Work-study

9=Athletic scholarship

10=Tuition waiver, faculty/staff

11=Teaching assistantship/stipend

12=Research assistantship/stipend

13=Other assistantship/stipend

14=Traineeship

15=ROTC/Armed Forces Grants

16=Veterans benefits

17=Resident advisor/assistant (RA) benefits

18=WIA/Job training/Vocational Rehabilitation

19=Employer aidShape168

CFAIAMT03

Institution Aid Program Amount 3 ___________________Shape169

SUBSECTION: PRIVATE AID OR OTHER GOVERNMENT AID

If the student had private aid or other government aid for the July 1, 2017 to June 30, 2018 financial aid year, enter the program name, select the type, and enter the whole dollar amount awarded for up to three private aid or other government awards. If the student was awarded more than three private aid or other government aid awards, you will have an opportunity to enter the name, type, and amount awarded in "Other Aid" at the end of this section.Shape170

CFAOTHGOV

Student had private aid or other government aid for the July 1, 2017 to June 30, 2018 financial aid year?

0 = No

1 = Yes

Shape171

CFAOTHGOV01

Private Aid or Other Government Aid Program Name 1 ___________________Shape172

CFAGOVTYP01

Private Aid or Other Government Aid Program Type 1

Need-based grants are awarded on the basis of an applicant's financial resources. Merit-based grants are awarded on the basis of an applicant's talents, skills, demographic, geographic or other characteristics. If any part of the awarding criteria includes an applicant's financial resources, then the grant should be considered need-based.

1=Grant/scholarship, need-based

2=Grant/scholarship, merit-based

3=Grant/scholarship, both need and merit

4=Grant/scholarship, neither need nor merit

5=Grant/scholarship, unknown

6=Tuition Waiver, non-faculty/staff

7=Loan

8=Work-study

9=Athletic scholarship

10=Tuition waiver, faculty/staff

11=Teaching assistantship/stipend

12=Research assistantship/stipend

13=Other assistantship/stipend

14=Traineeship

15=ROTC/Armed Forces Grants

16=Veterans benefits

17=Resident advisor/assistant (RA) benefits

18=WIA/Job training/Vocational Rehabilitation

19=Employer aidShape173

CFAGOVAMT01

Private Aid or Other Government Aid Program Amount 1 ___________________Shape174

CFAOTHGOV02

Private Aid or Other Government Aid Program Name 2 ___________________Shape175

CFAGOVTYP02

Private Aid or Other Government Aid Program Type 2

Need-based grants are awarded on the basis of an applicant's financial resources. Merit-based grants are awarded on the basis of an applicant's talents, skills, demographic, geographic or other characteristics. If any part of the awarding criteria includes an applicant's financial resources, then the grant should be considered need-based.

1=Grant/scholarship, need-based

2=Grant/scholarship, merit-based

3=Grant/scholarship, both need and merit

4=Grant/scholarship, neither need nor merit

5=Grant/scholarship, unknown

6=Tuition Waiver, non-faculty/staff

7=Loan

8=Work-study

9=Athletic scholarship

10=Tuition waiver, faculty/staff

11=Teaching assistantship/stipend

12=Research assistantship/stipend

13=Other assistantship/stipend

14=Traineeship

15=ROTC/Armed Forces Grants

16=Veterans benefits

17=Resident advisor/assistant (RA) benefits

18=WIA/Job training/Vocational Rehabilitation

19=Employer aidShape176

CFAGOVAMT02

Private Aid or Other Government Aid Program Amount 2 ___________________Shape177

CFAOTHGOV03

Private Aid or Other Government Aid Program Name 3 ___________________Shape178

CFAGOVTYP03

Private Aid or Other Government Aid Program Type 3

Need-based grants are awarded on the basis of an applicant's financial resources. Merit-based grants are awarded on the basis of an applicant's talents, skills, demographic, geographic or other characteristics. If any part of the awarding criteria includes an applicant's financial resources, then the grant should be considered need-based.

1=Grant/scholarship, need-based

2=Grant/scholarship, merit-based

3=Grant/scholarship, both need and merit

4=Grant/scholarship, neither need nor merit

5=Grant/scholarship, unknown

6=Tuition Waiver, non-faculty/staff

7=Loan

8=Work-study

9=Athletic scholarship

10=Tuition waiver, faculty/staff

11=Teaching assistantship/stipend

12=Research assistantship/stipend

13=Other assistantship/stipend

14=Traineeship

15=ROTC/Armed Forces Grants

16=Veterans benefits

17=Resident advisor/assistant (RA) benefits

18=WIA/Job training/Vocational Rehabilitation

19=Employer aidShape179

CFAGOVAMT03

Private Aid or Other Government Aid Program Amount 3 ___________________Shape180

SUBSECTION: OTHER AID

If the student had any additional aid not already reported above for the July 1, 2017 to June 30, 2018 financial aid year, enter the name, type, source, and whole dollar amount awarded for up to three additional awards.Shape181

CFAOTHAID

Student had other aid for the July 1, 2017 to June 30, 2018 financial aid year?

0 = No

1 = Yes

Shape182

CFAOTHNAM01

Other Aid Program Name 1 ___________________Shape183

CFAOTHTYP01

Other Aid Program Type 1

Need-based grants are awarded on the basis of an applicant's financial resources. Merit-based grants are awarded on the basis of an applicant's talents, skills, demographic, geographic or other characteristics. If any part of the awarding criteria includes an applicant's financial resources, then the grant should be considered need-based.

1=Grant/scholarship, need-based

2=Grant/scholarship, merit-based

3=Grant/scholarship, both need and merit

4=Grant/scholarship, neither need nor merit

5=Grant/scholarship, unknown

6=Tuition Waiver, non-faculty/staff

7=Loan

8=Work-study

9=Athletic scholarship

10=Tuition waiver, faculty/staff

11=Teaching assistantship/stipend

12=Research assistantship/stipend

13=Other assistantship/stipend

14=Traineeship

15=ROTC/Armed Forces Grants

16=Veterans benefits

17=Resident advisor/assistant (RA) benefits

18=WIA/Job training/Vocational Rehabilitation

19=Employer aidShape184

CFAOTHSRC01

Other Aid Program Source 1 ___________________Shape185

CFAOTHAMT01

Other Aid Program Amount 1 ___________________Shape186

CFAOTHNAM01

Other Aid Program Name 2 ___________________Shape187

CFAOTHTYP02

Other Aid Program Type 2

Need-based grants are awarded on the basis of an applicant's financial resources. Merit-based grants are awarded on the basis of an applicant's talents, skills, demographic, geographic or other characteristics. If any part of the awarding criteria includes an applicant's financial resources, then the grant should be considered need-based.

1=Grant/scholarship, need-based

2=Grant/scholarship, merit-based

3=Grant/scholarship, both need and merit

4=Grant/scholarship, neither need nor merit

5=Grant/scholarship, unknown

6=Tuition Waiver, non-faculty/staff

7=Loan

8=Work-study

9=Athletic scholarship

10=Tuition waiver, faculty/staff

11=Teaching assistantship/stipend

12=Research assistantship/stipend

13=Other assistantship/stipend

14=Traineeship

15=ROTC/Armed Forces Grants

16=Veterans benefits

17=Resident advisor/assistant (RA) benefits

18=WIA/Job training/Vocational Rehabilitation

19=Employer aidShape188

CFAOTHSRC02

Other Aid Program Source 2 ___________________Shape189

CFAOTHAMT02

Other Aid Program Amount 2 ___________________Shape190

CFAOTHNAM03

Other Aid Program Name 3 ___________________Shape191

CFAOTHTYP03

Other Aid Program Type 3

Need-based grants are awarded on the basis of an applicant's financial resources. Merit-based grants are awarded on the basis of an applicant's talents, skills, demographic, geographic or other characteristics. If any part of the awarding criteria includes an applicant's financial resources, then the grant should be considered need-based.

1=Grant/scholarship, need-based

2=Grant/scholarship, merit-based

3=Grant/scholarship, both need and merit

4=Grant/scholarship, neither need nor merit

5=Grant/scholarship, unknown

6=Tuition Waiver, non-faculty/staff

7=Loan

8=Work-study

9=Athletic scholarship

10=Tuition waiver, faculty/staff

11=Teaching assistantship/stipend

12=Research assistantship/stipend

13=Other assistantship/stipend

14=Traineeship

15=ROTC/Armed Forces Grants

16=Veterans benefits

17=Resident advisor/assistant (RA) benefits

18=WIA/Job training/Vocational Rehabilitation

19=Employer aidShape192

CFAOTHSRC03

Other Aid Program Source 3 ___________________Shape193

CFAOTHAMT03

Other Aid Program Amount 3 ___________________Shape194

Excel Template Codebook
















Scripts for Instructional Videos

Brief instructional videos will be embedded in the student records instrument on the PDP. There will be five videos, which will walk users through providing student records data. Scripts for the five videos are included below.

Institution Information Page:

Before you provide student records data for individual students, you’ll first need to complete the Institution Information Page, or IIP. The main purpose of the IIP is to collect information about your institution’s term structure. This information is important because it will be used later to collect information about students’ enrollment statuses, such as whether students were full-time or half-time, during each term in the academic year.

You can choose whether to report enrollment status by month, or by term, depending on your preference. We recommend that you select “Report Enrollment Status by Month” if you have more than 12 terms in the academic year, or if your institution enrolls continuously throughout the year.

If you choose “Report Enrollment Status by Month” option, enter term name, start date, and end date for each of your terms in the 2017-18 academic year. At least some part of the term must fall between July 1, 2017 and June 30, 2018.

Please take care when entering your terms. Once you submit, you will not be able to edit the information on this page.

Mode Selection:

To get started, select a mode for providing student records data. You can choose from three mode options: web mode, Excel mode, and CSV mode.

In Web Mode, you will key student records data one student at a time. We recommend web mode for smaller institutions, such as those with fewer than 20 sampled students. You can also use web mode to edit data that you entered using Excel or CSV mode.

In Excel Mode, you will download a pre-formatted Excel template, and then enter your student data offline. When you’ve finished entering data into the Excel template, you will upload it to the Portal website. We recommend Excel mode for institutions with up to 100 sampled students.

In CSV mode, you will download your list of sampled students and a specifications document for creating Comma Separate Value, or CSV, files. You will create 4 CSV files following the specifications document and upload the completed files. We recommend CSV mode for institutions with more than 100 sampled students.
You can switch modes at any time, and any data that you previously entered will be pre-filled for you.

Web Mode:

The web mode grid displays a list of your institution’s sampled students and your progress entering data for each section.

Click on a student’s name to start providing data for that student.

Once you have chosen the sampled student, provide data in each of the four sections on the page: General Student Information, Enrollment, Budget, and Financial Aid. When you change a field, it will turn green to indicate that the data have been saved.

When you have finished entering data for each section, click the Finalize button at the bottom of the section. This will check the data you provided and indicate whether there are any errors.

When you have finished entering data for all students, click the “Finalize All Student Record Data” button at the bottom of the web mode grid. Once you finalize, you will no longer be able make changes.

Excel Mode:

In Excel mode, you will download a pre-formatted Excel spreadsheet file, fill out the file offline, and then upload the completed file. Prior to downloading the Excel template, check the “I agree” box that you agree to safeguard the file.

When you download the file, any data that you have previously provided will be pre-filled in the template. There are six tabs in the file. The first tab has instructions for uploading the file. The second tab has a codebook, which lists all the requested data elements and the valid response options for each item. The last four tabs correspond to each of the data sections: General Student Information, Enrollment, Budget, and Financial Aid.

Fill out each of the data tabs by typing data into the fields or selecting responses from the drop-down list. You can also copy and paste data from other files into the template.

The Excel template is locked to prevent users from changing its format. It is vital that you do not modify the template other than by entering data, and that you only use files generated by the Portal site.

When you have finished entering student data, upload your saved file to the Portal website. You can upload the file multiple times; the most recent upload will overwrite previous uploads. If your files have any errors or are missing critical items, the Portal will alert you. A list of errors and their corresponding students will appear in the Portal, and can also be downloaded as an Excel file. You will be able to review your data issues and upload fixes as needed.

When you have finished uploading data for all students, click the “Finalize All Student Record Data” button at the bottom of the page. Once you finalize, you will no longer be able make changes.

CSV Mode:

In CSV mode, you will download a file specifications document, and then create comma separate value, or CSV, files according to the specs. There are four files, one for each data section: General Student Information, Enrollment, Budget, and Financial Aid. The file specifications indicate the number of fields that are required for each file, the order in which data elements should be submitted, and the valid values for each data element. Prior to downloading the files, check the “I agree” box that you agree to safeguard the data.

It is extremely important that you follow the file specifications exactly. If your CSV files don’t have the correct number of fields, the data will not be read into the Portal. If you find yourself needing to skip a data element, be sure to include a comma as a placeholder for that data element.

Once you’ve created your files, upload them on the Portal website. There are separate upload areas for each of the four file types; be sure you upload them in the correct section. You can upload the files multiple times; the most recent upload will overwrite previous uploads.

If your files have any errors or are missing critical items, the Portal will alert you. A list of errors and their corresponding students will appear in the Portal, and can also be downloaded as an Excel file. You will be able to review your data issues and upload fixes as needed.

When you have finished uploading data for all students, click the “Finalize All Student Record Data” button at the bottom of the page. Once you finalize, you will no longer be able make changes.


File Typeapplication/vnd.openxmlformats-officedocument.wordprocessingml.document
AuthorThomsen, Erin
File Modified0000-00-00
File Created2021-01-21

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