ATD FINANCIAL AID INITIATIVES 11172010 OUTREACH INITIATIVES v

ATD FINANCIAL AID INITIATIVES 11/17/2010

OUTREACH INITIATIVES v. New Student Orientation v. Success in College and Life v. Oklahoma’s Promise v. Concurrent Students v. Financial Aid Awareness v. Community Organizations v. Webpage v. Counselor/Mentor Handbooks 2

IMPROVING SERVICE v. Consumer Information: Financial Aid v. Online Forms(13) v. Workflow v. Satisfactory Academic Progress v. Front Counter: Professional Presence v. Books and Supplies v. Imaging v. Student Stations(7): Remodel; VA Coordinator v. Student Satisfaction Survey 3

IMPROVING SERVICE 2 v. Financial Aid Services 2006 2008 2010 3. 65 3. 82 3. 93 v. Veterans Services 2006 2008 2010 4. 03 4. 00 4. 14 4

FA 07 -FA 10 BOOK/SUPPLY CHARGES 4500 HEADCOUNT FOR BOOK/SUPPLY CHARGES 4000 3500 3871 3126 3000 2500 2206 2000 2420 HEADCOUNT FOR BOOK/SUPPLY CHARGES 1500 1000 500 0 FALL 2007 FALL 2010 FALL 2008 FALL 2009 FALL 2010 AMOUNT AUTHORIZED FOR BOOK/SUPPLY $2, 757, 413. 00 CHARGES FALL 2009 FALL 2008 FALL 2007 $0. 00 $1, 829, 427. 00 $1, 319, 444. 00 $1, 165, 835. 00 $500, 000. 00 $1, 500, 000. 00 $2, 500, 000. 00 $3, 000. 00 5

FA 07 -FA 10 BOOK/SUPPLY CHARGES 2 BOOK/SUPPLY CHARGES FALL 07 -FALL 10 HEADCOUNT FOR BOOK/SUPPLY CHARGES HEADCOUNT % INCREASE AMOUNT AUTORIZED FOR BOOK/SUPPLY CHARGES DOLLAR % INCREASE FALL 2007 FALL 2008 FALL 2009 FALL 2010 2206 2420 3126 3871 9. 70% 29. 20% 28. 80% $1, 165, 835. 00 $1, 319, 444. 00 $1, 829, 427. 00 $2, 757, 413. 00 13. 20% 38. 60% 50. 10% 6

FY 05 -FY 10 PERSISTENCE COMPARISON of PERSISTENCE of At. D COHORTS for FALLS 2004, 2005, 2006, 2007, 2008 and 2009 Fall 2004 Cohort Fall 2005 Cohort Fall 2006 Cohort Fall 2007 Cohort Fall 2008 Cohort Fall 2009 Cohort Persisted to 05 SP Persisted to 06 SP Persisted to 07 SP Persisted to 08 SP Persisted to 09 SP Persisted to 10 SP Cohort N # % # % # % 3, 353 60. 3% 3, 716 54. 4% 3, 226 54. 2% 3, 230 55. 8% 3, 116 58. 3% 3, 803 60. 2% Expected Family Contribution (EFC) $0 -1, 500 539 68. 8% 565 61. 9% 440 61. 9% 459 62. 2% 552 65. 9% 826 65. 9% $1, 501 -$3, 950 197 71. 4% 189 67. 3% 143 65. 0% 135 69. 9% 182 72. 5% 183 75. 3% $3, 951 -$7, 500 144 72. 0% 156 70. 3% 157 67. 4% 146 67. 0% 129 65. 8% 187 71. 6% $7, 501 -$10, 000 65 72. 2% 63 70. 0% 52 73. 2% 65 64. 4% 84 75. 7% 61 67. 0% $10, 001 -$15, 000 57 68. 7% 73 69. 5% 64 77. 1% 60 65. 2% 65 69. 9% 100 80. 0% $15, 001 -$20, 000 36 67. 9% 36 76. 6% 29 65. 9% 35 68. 6% 32 66. 7% 35 66. 0% Greater than $20, 000 49 69. 0% 48 66. 7% 42 75. 0% 53 74. 6% 64 73. 6% 71 71. 7% 1, 087 69. 9% 1, 130 65. 3% 927 65. 4% 953 65. 1% 1, 108 68. 2% 1, 463 68. 8% 936 52. 1% 893 45. 0% 823 45. 5% 848 48. 0% 708 47. 5% 827 49. 3% TOTAL Applied for Fin. Aid Did Not Apply for Financial Aid 7

FY 05 -FY 10 PERSISTENCE 2 80. 00% 70. 00% 69. 90% 65. 30% 65. 40% 68. 20% 68. 80% 65. 10% 60. 00% 52. 10% 50. 00% 45. 50% 48. 00% 47. 50% 49. 30% TOTAL Applied for Fin. Aid 40. 00% Did Not Apply for Financial Aid 30. 00% 20. 00% 10. 00% Fall 2004 Fall 2005 Fall 2006 Fall 2007 Fall 2008 Fall 2009 8

FY 05 -FY 10 RETENTION COMPARISON of RETENTION of At. D COHORTS for FALLS 2004, 2005, 2006, 2007, 2008, and 2009 Fall 2004 Cohort Fall 2005 Cohort Fall 2006 Cohort Fall 2007 Cohort Fall 2008 Cohort Fall 2009 Cohort Retained to 05 F Retained to 08 F Retained to 09 F Retained to 10 F Retained to 06 F Retained to 07 F # % # % 3, 353 38. 5% 3, 716 34. 6% 3, 226 33. 8% 3, 230 35. 7% 3, 116 37. 8% 3, 803 37. 8% $0 -1, 500 297 37. 9% 324 35. 5% 253 32. 3% 270 36. 6% 320 38. 2% 479 38. 2% $1, 501 -$3, 950 134 48. 6% 119 42. 3% 78 28. 3% 88 45. 6% 105 41. 8% 98 40. 3% $3, 951 -$7, 500 95 47. 5% 103 46. 4% 107 53. 5% 106 48. 6% 97 49. 5% 133 51. 0% $7, 501 -$10, 000 51 56. 7% 46 51. 1% 34 37. 8% 39 38. 6% 48 43. 2% 35 38. 5% $10, 001 -$15, 000 32 38. 6% 51 48. 6% 48 57. 8% 41 44. 6% 40 43. 0% 64 51. 2% $15, 001 -$20, 000 25 47. 2% 25 53. 2% 20 37. 7% 22 43. 1% 26 54. 2% 25 47. 2% Greater than $20, 000 28 39. 4% 37 51. 4% 28 39. 4% 34 47. 9% 39 44. 8% 53 53. 5% TOTAL Applied for Fin. Aid 662 42. 5% 705 40. 8% 568 40. 1% 600 41. 0% 675 41. 6% 887 41. 7% Did Not Apply for Financial Aid 630 35. 1% 582 29. 3% 524 29. 2% 554 31. 4% 503 33. 7% 550 32. 8% Cohort N # % # % Expected Family Contribution (EFC) 9

FY 05 -FY 10 RETENTION 2 45. 00% 42. 50% 40. 80% 40. 10% 41. 00% 41. 60% 41. 70% 40. 00% 35. 10% 33. 70% 35. 00% 31. 40% 29. 30% 30. 00% 32. 80% 29. 20% 25. 00% TOTAL Applied for Fin. Aid Did Not Apply for Financial Aid 20. 00% 15. 00% 10. 00% 5. 00% 0. 00% FALL 2004 FALL 2005 FALL 2006 FALL 2007 FALL 2008 FALL 2009 10

FY 05 -FY 10 ATD COHORT GENDER 1600 1379 1400 1260 1200 973 992 1000 885 800 779 794 886 869 854 889 904 1074 895 894 905 881 854 804 Female 759 715 656 622 Unspecified 564 560 600 Male 400 200 10 4 18 23 22 21 4 0 DNA-FY APPLIED DNA-FY APPLIED DNA-FY 2010 2009 FY 2009 2008 FY 2008 2007 FY 2007 2006 FY 2006 2005 FY 2005 2004 11

FY 05 -FY 10 ATD COHORT AGE 1600 1400 1200 17 & Below 18 -24 1000 25 -29 30 -34 800 35 -39 40 -44 600 45 -49 50 -54 55 -59 60 & Over Unknown 200 0 DNA-FY APPLIED DNA-FY APPLIED 2010 FY 2010 2009 FY 2009 2008 FY 2008 2007 FY 2007 2006 FY 2006 2005 FY 2005 2004 FY 2004 12

FY 696 521 04 624 20 04 2 0 896 Y F IE D PL AP 05 757 N A- 20 1093 D 05 2 0 1282 Y F FY 06 20 710 IE D PL AP N A- 840 D 06 2 0 1089 Y F IE D PL FY 583 AP 07 677 N A- 20 885 D 1200 Y 07 2 0 657 F FY 739 IE D PL AP 08 727 N A- 20 844 909 D 08 2 0 950 Y F FY 600 IE D PL AP 09 817 N A- 20 1400 D 09 2 0 926 Y F FY 10 20 800 IE D PL AP N A- Y 10 2 0 1000 D FY F IE D PL AP N A- D FY 05 -FY 10 ATD COHORT COURSE LOAD 1600 1447 1223 1033 1055 963 824 FULL TIME PART TIME 501 AUDIT 400 200 0 13

FY 05 -FY 10 ATD COHORT DEVELOPMENTAL COURSES 1400 1200 1000 ENROLLED IN 1 ZERO-LEVEL COURSE ENROLLED IN 2 ZERO LEVEL COURSES 800 ENROLLED IN 3 OR MORE ZERO LEVEL COURSES ENROLLED IN ZERO LEVEL MATH 600 ENROLLED IN ZERO LEVEL READING ENROLLED IN ZERO LEVEL WRITING 400 200 0 DNA-FY 2010 APPLIED FY 2010 DNA-FY 2009 APPLIED FY 2009 DNA-FY 2008 APPLIED FY 2008 14

FY 05 -FY 10 TOTAL FINANCIAL AID DISBURSED 50000000 TOTAL FINANCIAL AID DISBURSED 45000000 44, 794, 919 40000000 35000000 33985911 30000000 27, 454, 900 25000000 TOTAL FINANCIAL AID DISBURSED 20000000 17, 632, 298 15000000 10000000 5000000 8520868 6127885 0 FY 05 FY 06 FY 07 FY 08 FY 09 FY 10 15

FY 05 -FY 10 UNDUPLICATED STUDENTS SERVED FY 10 FY 09 9842 8053 FY 08 8845 FY 07 7820 FY 06 6515 FY 05 6478 0 1000 2000 3000 4000 5000 6000 7000 8000 9000 10000 11000 16

FY 05 -FY 10 FINANCIAL AID DISBURSED BY PROGRAM $25, 000. 00 $20, 000. 00 GRANTS $15, 000. 00 LOANS TW SCHOLARSHIPS FWS $10, 000. 00 STUDENT WORK VETERANS BENEFITS $5, 000. 00 $0. 00 FY 2005 FY 2006 FY 2007 FY 2008 FY 2009 FY 2010 17

10 F TRANSMITED AID A/O 11/16/2010 PROGRAM TRANSMITTED AMOUNT GRANT $9, 990, 032 LOAN $10, 529, 130 SCHOLARSHIPS $850, 465. 00 WAIVERS FWS GRAND TOTAL unduplicated students served $65, 769 $681, 681 AMOUNT TRANSMITTED $850, 465 GRANT $681, 681 $9, 990, 032 $65, 769. 00 $22, 117, 078. 32 LOAN SCHOLARSHIPS WAIVERS $10, 529, 130 FWS 6693 18

LESSONS LEARNED v. Proactive v. Collaborative v. High Tech/High Touch v. Data Driven v. Focus on Student Success 19

GOING FORWARD v. Continue Initiatives Financial Literacy v. Collect More Data v. Identify Gaps v. Determine New Initiatives 20

AVAILABLE RESOURCES v. Datatel Business Services v. Business Objects v. Dashboards v. Organize for Service v. High Tech/High Touch v. Enrollment & Student Service E-Services 21