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Changes to IPEDS for the 2009-10 Data Collection

For all institutions:

Institutional Characteristics

Institutions will continue to report price of attendance for full-time, first-time undergraduate students as currently reported to IPEDS except:
  • Tuition and required fees will be reported separately. This will be used in the multi-year tuition calculator.
  • Four years of data rather than three will be reported, to align the price of attendance data with the SFA data, which lags one year. This will be used to calculate net price of attendance. For example, in Fall 2009, IC will collect price of attendance data for the following academic years:
    • 2009-10
    • 2008-09 (preloaded from prior year)
    • 2007-08 (preloaded from prior year)
    • 2006-07 (new – preloaded from prior year)
  • For the most recent year of tuition data and required fees data, institutions will report if the amounts reported are guaranteed under a tuition guarantee plan, and if so, what the guaranteed percentage cap is. This will be used in the multi-year tuition calculator.

The following item will be moved to Institutional Characteristics from the Spring Supplement 2009 (SS09) survey, and will be preloaded with your institution’s response from that survey:

Please indicate the percent of all undergraduates enrolled in Fall 2008 who were formally registered with the office of disability services (or the equivalent office) at your institution as students with disabilities:

  • 3 percent or less
  • If more than 3 percent: _____%

Fall Enrollment

Part D, Total Entering Class.

In an effort to clarify which students are considered “entering” and improve data quality in this area, the Part D, Total Entering Class screen will provide a line-by-line step process to help institutions reach the number of students who are “entering” at their institution in Fall 2009. Institutions will now see seven lines on the screen. The first four lines will be carried forward from Part A of the Fall Enrollment Survey. In line five, institutions will be asked to report the subset of non-degree seeking undergraduates (displayed on line 4) that entered their institution for the first-time in the Fall 2009. Then lines six and seven will be calculated for the institution The line items are:

  1. Number of full-time, first-time degree/certificate-seeking undergraduates (carried forward from Part A)
  2. Total first-time (full-time + part-time) (carried forward from Part A)
  3. Total transfer-in (full-time + part-time) (carried forward from Part A)
  4. Total non-degree seeking undergraduates (full-time + part-time) (carried forward from Part A)
  5. Of the total non-degree seeking undergraduates reported in Part A and displayed on line 4, report the number that are first-time (field is reported by the institution)
  6. Total entering students at undergraduate level, Fall 2008 (calculated field, sum of lines2, 3, and 5)
  7. Percentage of entering class represented by your GRS cohort (full-time, first-time degree/certificate seeking undergraduates) (calculated field)
Part F, Student-to-Faculty Ratio.
  • A single line item asking for the institution’s student-to-faculty ratio will comprise Part F, with an accompanying worksheet to assist in calculating the ratio.
  • Instead of reporting each of the components necessary to calculate the ratio, or having those components preloaded from the Human Resources survey and prior sections of the Fall Enrollment survey as was done in the 2008-09 collection, institutions will now be asked to provide only their student-to-faculty ratio. A worksheet will be available to provide guidance on how to calculate the ratio. This will resolve issues involved with the “locking order” of the Human Resources and Enrollment components.
  • The worksheet provided will allow institutions to subtract instructional staff teaching exclusively non-credit courses from their full- and part-time instructional staff counts. For institutions that have a large amount of non-credit activity (most often public two-year institutions), this will better align the student data with the instructional staff data being used in the ratio, thus improving data quality.
  • The worksheet provided will allow institutions to add administrators and other professionals on campus who teach courses but who are not reported to IPEDS as instructors (since it is not their “primary function”) to the instructional staff count used in their ratio. For many institutions, administrators and other professionals on staff teach courses throughout the year, and allowing those instructors to be included in the instructional staff number improves data quality.

Graduation Rates

GRS forms for less than 4-year institutions will be aligned with the 4-year GRS forms to include reporting on the GRS of completers within 100 percent of normal time in addition to 150 percent of normal time. These data will not be collected by race, ethnicity, and gender.

200% Graduation Rates

A new survey component will be permanently added to the spring collection called Graduation Rates 200%(GR200) ; it will be separate from the regular GRS component so not to confuse the two different cohorts that are being reported on. For 2009-10, for less than 4-year institutions, this form will also collect the number of students who completed within 100% of normal time to make up for the one-year gap of adding the 100% data to the regular GRS form.
  • For 4-year institutions, for the 2001 cohort of bachelor’s degree-seeking, full-time, first-time undergraduate students:
    • Number of students in the cohort who completed their program within 200% of normal time (8 yrs)
  • For less than 4-year institutions, for the 2005 cohort of full-time, first-time undergraduate students:
    • Number of students in the cohort who completed their program within 100% of normal time
    • Number of students in the cohort who completed their program within 200% of normal time
Finance

During the 2008-09 collection year changes were made to better align the finance reporting of public and private institutions based on recommendations from a Technical Review Panel held in January 2007. When the survey form for public institutions reporting using GASB accounting standards was created, one of the recommended changes was inadvertently omitted. To correct this situation, these changes will be made in Section C (Expenses and Other Deductions) for the 2009-10 collection period. The use of the aligned form will be optional for the 2009-10 collection, and will be mandatory for future collections.
  • Add a column for Interest to better resemble the form used by FASB (private institution) reporters.
  • Eliminate the functional classification line of interest (as depreciation was eliminated when it was added as a column). GASB institutions will need to allocate interest expense to appropriate functional categories—as FASB institutions do.
  • Eliminate the Nonoperating Expense and Deduction subsection because interest was the only reported value in the subsection. With removal of the interest line there is no need for this subsection.
  • Change the name to Expenses and Deductions by collapsing the two subsections of Operating Expenses and Nonoperating Expenses and Deductions. This will be more similar to the FASB reporters because they do not distinguish between operating and nonoperating expenses.

Student Financial Aid

For the 2009-10 collection there are several changes in the Student Financial Aid component because of the Higher Education Opportunity Act (HEOA) and for clarification. These changes include:
  • New screen 1 to establish various groups of students for reporting SFA data
  • Collecting total dollar aid amounts instead of averages
  • Calculating institutional net price information for display on College Navigator

New screen 1 to establish various groups of students for reporting SFA data.
A new first screen has been added to the SFA component that asks institutions to establish various groups of students for which they will report student financial aid data, by reporting the number of students who meet certain characteristics. On subsequent SFA screens, institutions will be asked to report financial aid information about the students in these groups. The student groups listed on the first page are:
Group 1. All undergraduate students
Group 2. All full-time, first-time degree/certificate-seeking undergraduates (number of students in the cohort)
Of the students in Group 2, the number who received any financial aid during the financial aid reporting period
Group 3. Of the students in Group 2, those who received grant aid from federal, state or local governments, or the institution. Exclude other sources of grants.
Group 4.
Of the students in Group 2, those who received Title IV aid.

For public institutions, the number of students to report for Groups 3 and 4 will be only those students paying the in-state or in-district tuition rate

Collecting total dollar aid amounts instead of averages.
Institutions will be asked to report total dollar amounts when reporting student financial aid information. This is done to reduce rounding-related problems when the system performs various edit checks to ensure sub-categories of aid sum to total amounts. In prior years, institutions reported average amounts. Because of rounding issues, total dollar amounts are requested, but average amounts will be displayed as calculated values.

Calculating institutional net price information for display on College Navigator.
Institutions will be shown their net prices to students in various groups based on the data the institution reported on the SFA and IC components. This is done because the HEOA requires that institutional net price be calculated and displayed on College Navigator. For students in Groups 3 and 4, the screens will show the components of the cost of attendance, the average total grant aid, and the average net price for these students. For the Group 4 students, the net price will be disaggregated by income level.


Additions to 2009-10 SFA Forms to Calculate and Report Three Years of Average Institutional Net Price of Attendance
2008-09 2007-08 2006-07
Number of full-time, first-time degree/certificate-seeking undergraduates who received grant aid from federal, state or local governments, or the institution. (Group 3) For public institutions, report on students paying in-state tuition. Carried forward Report this value Report this value
Of these, what are their living arrangements?
On-campus Report this value Report this value Report this value
Off-campus with family Report this value Report this value Report this value
Off-campus not with family Report this value Report this value Report this value
 Unknown Calculated value Calculated value Calculated value
Total grant aid from federal, state or local governments, or institutional sources received by these students. Exclude other sources of aid. For public institutions, report on students paying in-state tuition. Carried forward for private institutions; reported by public institutions Report this value Report this value
Additions to 2009-10 SFA Forms to Calculate and Report Average Institutional Net Price of Attendance by Income Categories
This column available in Spring 2010 This column available beginning in Spring 2011 This column available beginning in Spring 2012
2008-09 Prior year data, collected in future years, preloaded Prior year data, collected in future years, preloaded
Total number of full-time, first-time degree/certificate-seeking students receiving Title IV aid (Group 4)  Carried forward Preloaded, updatable Preloaded, updatable
Of these, what are their living arrangements?
On-campus Report this value Preloaded, updatable Preloaded, updatable
Off-campus with family Report this value Preloaded, updatable Preloaded, updatable
Off-campus without family Report this value Preloaded, updatable Preloaded, updatable
Unknown Report this value Preloaded, updatable Preloaded, updatable
NOTE: In Spring 2010, data for 2008-09 will be reported. In Spring 2011, data for 2009-10 will be reported, and data for 2008-09 will be preloaded. In Spring 2012, data for 2010-11 will be reported, and data for 2008-09 and 2009-10 will be preloaded. Institutions will be able to revise the preloaded data.
This column available in Spring 2010 This column available beginning in Spring 2011 This column available beginning in Spring 2012
2008-09 Prior year data, collected in future years, preloaded Prior year data, collected in future years, preloaded
Income Level Number of students receiving aid Total grant aid* received by these students Number of students receiving aid Total grant aid received by these students Number of students receiving aid Total grant aid received by these students
$0-30,000 Report this value Report this value Preloaded, updatable Preloaded, updatable Preloaded, updatable Preloaded, updatable
$30,001-48,000 Report this value Report this value Preloaded, updatable Preloaded, updatable Preloaded, updatable Preloaded, updatable
$48,001-75,000 Report this value Report this value Preloaded, updatable Preloaded, updatable Preloaded, updatable Preloaded, updatable
$75,001-110,000 Report this value Report this value Preloaded, updatable Preloaded, updatable Preloaded, updatable Preloaded, updatable
$110,001 and more Report this value Report this value Preloaded, updatable Preloaded, updatable Preloaded, updatable Preloaded, updatable
NOTE: Total grant aid includes aid from federal, state or local government, or institutional sources only. In Spring 2010, data for 2008-09 will be reported. In Spring 2011, data for 2009-10 will be reported, and data for 2008-09 will be preloaded. In Spring 2012, data for 2010-11 will be reported, and data for 2008-09 and 2009-10 will be preloaded. Institutions will be able to revise the preloaded data.


Changes for NONDEGREE-GRANTING INSTITUTIONS ONLY

The following changes will be effective with the 2009-10 IPEDS data collection. This list is based on suggestions from the IPEDS Technical Review Panel and comments from members of the higher education community, and will improve data quality and comparability, and decrease institutional reporting burden.

Changes to IPEDS Forms for Nondegree-Granting Institutions
Survey Form Changes
Institutional Characteristics Part D – Student Charges For Academic reporters, eliminate Student Charges and Room and Board, leaving only Student Charges Questions and Price of Attendance
Part E – Additional Information Eliminate Athletic Association
Human Resources Parts A,B,C – Employees by Assigned Position Consolidate the following categories—primarily instruction, instruction/research/public service, primarily research, and primarily public service—into one category: “Staff whose primary responsibility is instruction, research, and/or public service.”
All Parts Combine the EAP and Fall Staff sections into one section: for odd-numbered years, require the reporting of data by race/ethnicity and gender, and for even-numbered years, make the reporting of race/ethnicity and gender optional.
Fall Enrollment Part A – Enrollment by Race/Ethnicity and Gender Eliminate column 2 (transfers-in) and column 5 (non-degree/certificate seeking)
Finance (FASB, for-profit) Part A – Balance Sheet Information Eliminate
Part B – Summary of Changes in Equity Eliminate Note that Total revenues (Line 01) will be collected in Part D, Line 09; and Total expenses (Line 02) will be collected in Part E, Line 07.
Part D – Revenues and Investment Return Eliminate Line 07 – Sales and services of auxiliary activities
Part E – Expenses by Function Eliminate Line 04 – Auxiliary enterprises
Finance (FASB, Not-for-Profit) Screening questions
  • Eliminate the endowment assets screening question (SQ3)
  • Eliminate the intercollegiate athletic expenses screening question (SQ4)
Part A – Statement of Financial Position, Pages 1 and 2 Eliminate
Part B – Summary of Changes in Net Assets Eliminate Note that Total revenues and investment return (Line 01) will be collected in Part D (Line 16), and Total expenses (Line 02) will be collected in Part E, Line 13.
Part D – Revenues and Investment Return
  • Eliminate Line 12, Sales and services of auxiliary activities
  • Eliminate Line 13, Hospital revenue
  • Eliminate Line 14, Independent operations
Part E – Expenses by Functional and Natural Classification
  • Eliminate Line 07, Auxiliary enterprises
  • Eliminate Line 09, Hospital services
  • Eliminate Line 10, Independent operations
Part H – Value of Endowment Asset Eliminate
Finance (GASB, Public) Screening questions
  • Eliminate the reporting models for special-purpose governments screening question (SQ3)
  • Eliminate the intercollegiate athletic expenses screening question (SQ4)
  • Eliminate the endowment assets screening question (SQ5)
  • Eliminate the screening question on the number of component units using GASB and FASB standards (SQ6)
Part A – Statement of Net Assets Eliminate
Part B – Revenues and Other Additions
  • Eliminate Line 05, Sales and services of educational activities
  • Eliminate Line 06, Sales and services of hospitals
  • Eliminate Line 07, Independent operations
  • Eliminate Line 20, Capital appropriations
  • Eliminate Line 21, Capital grants & gifts
  • Eliminate Line 22, Additions to permanent endowments
Part C – Expenses and Other Deductions Continue to collect operating and nonoperating expenses by function, but eliminate the following:
  • Line 11, Auxiliary enterprises
  • Line 12, Hospital services
  • Line 13, Independent operations
  • Line 16, Interest
Part D – Summary of Changes in Net Assets Eliminate
Note: Line 01 (Total revenues and other additions) is already collected in Part B (Line 25), and Line 02 (Total expenses and deductions) is already collected in Part C (Line 19).
Part F – Component Unit That Uses FASB Standards Eliminate
Part G – Component Unit That Uses GASB Standards Eliminate
Part H – Details of Endowment Assets Eliminate
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