1

 

Study of Upward Bound Implementation 

& Outcomes

 Thank you in advance for the time spent completing this questionnaire—it is vital to the success of 

this important U.S. Department of Education study. Be assured that your answers will be completely 

confidential; no information will be reported that identifies you or this Upward Bound project.

We are interested in learning more about Upward Bound’s required service areas. We want to 

know specifics on how you provide the services to Upward Bound participants, how many students take 

up the services, and any details that are critical to understanding what you are providing to participants.

There are questions that are specific to the 2012-2013 academic school year, as well as the 2012 

summer program The specific service areas we will focus on are:

(a) Academic Tutoring

(b) Academic Coursework

(c) Academic Advising

(d) College Entrance Exam Preparation

(e) College Exposure 

(f) College Application Assistance

(g) Financial Aid

(h) Summer Program

Per the policies and procedures required by the Education Sciences Reform Act of 2002, Title I, Part E, Section 183, responses to 

this data collection will be used only for statistical purposes. The reports prepared for this study will summarize findings across 

the sample and will not associate responses with an individual. We will not provide information that identifies you to anyone 

outside the study team, except as required by law. Any willful disclosure of such information for nonstatistical purposes, without 

the informed consent of the respondent, is a class E felony.

According to the Paperwork Reduction Act of 1995,no persons are required to respond to a collection of information unless such collection 

displays a valid OMB control number. The valid OMB control number for this information collection is xxxx-xxxx. Public reporting burden for 

this collection is estimated to average 40 minutes per response, including the time to review instructions, search existing data resources, 

gather the data needed, and complete and review the information collection. The obligation to respond to this collection is required to obtain 

or retain benefit (34 CFR § 75.591). Send comments regarding the burden estimate or any other aspect of this collection of information, 

including suggestions for reducing this burden to the U.S. Department of Education, 400 Maryland Avenue, S.W., LBJ, Room 2E117, Washington, 

DC 20210-4537 or send electronically through the Federal eRulemaking Portal at http://www.regulations.gov by selecting the Docket ID 

number.
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Let’s start with some general questions about you and your Upward Bound project.

Q1. First, we want to confirm your name and email address.

Name___________________________ Email___________________________________

Q2. How long have you been the project director?

_____ Number of Years

Q3. As of January 1, 2013, how many UB participants—including active and inactive— were enrolled 

in this Upward Bound project? Please estimate the number of UB participants by grade.

______ 9

th grade UB participants

______ 10th grade UB participants

______ 11th grade UB participants

______ 12th grade UB participants

Staff

Q4. As of January 1, 2013, please tell us how many UB staff and volunteers you have that fall into 

the following groups. We’d like to know the number of UB staff and volunteers that are hired for 

just the 2012-2013 school year, just the 2013 summer, and the staff and volunteer you have 

year round. For your summer program, please tell us how many staff you hired or plan to hire.

School Year Only Summer Program

Only

Full Year

Full-time permanent staff # of Staff # of Staff # of Staff

Part-time permanent staff # of Staff # of Staff # of Staff

Intermittent staff (full- or part-time) # of Staff # of Staff # of Staff

Volunteers (unpaid) # of Volunteers # of Volunteers # of Volunteers

Q5. Now we have some additional questions about your UB project staff.

Please indicate the type of UB staff working in each service area that plays the greatest role in service 

delivery. By greatest role, we mean the group that works with the largest number of students in each 

service area.

Academic 

Tutoring

Academic 

Coursework

Academic 

Advising

College 

Entrance 

Exam Prep

College 

Exposure

College 

Application 

Assistance

Financial 

Aid 

Assistance

Summer 

Program

Paid, full-time UB staff

Paid, part-time UB staff

Paid intermittent staff 

(e.g. professional tutors)

Volunteers (unpaid) 

Q6. Please indicate the occupation of UB staff working in each service area that plays the greatest 

role in service delivery—by greatest role, we mean the group that works with the largest 

number of students in each service area.

Academic 

Tutoring

Academic 

Coursework

Academic 

Advising

College 

Entrance 

Exam Prep

College 

Exposure

College 

Application 

Assistance

Financial Aid 

Assistance

Summer 

Program

General Information
3

Student

High school teacher

Other high school staff

College professor

Other staff employed 

by the host institution

Other, specify.

Student Participation

Next, we’d like to get details on student participation. We understand that each Upward Bound project 

is unique in offerings and requirements. In order to capture this uniqueness, we have a series of 

questions about student participation across all service areas.

A1. Does your project have any mandatory participation requirements during the 2012-2013 school 

year?

1 Yes, for all or some students (GO TO A1a)

2 No, all participation is optional (GO TO A1c)

A1a. Does your project have a general requirement level or does your project have requirements 

specific to the UB service areas—academic tutoring, academic coursework, academic advising, 

college entrance exam prep, college exposure, college application assistance, or financial aid 

assistance?

1 General

2 Specific to UB service areas (GO TO A1b)

A1b. Please indicate which service areas have a participation requirement during the 2012-2013

school year and then enter the number of hours required for each and the frequency of the 

requirement.

Indicate if participation is mandatory for all 

students or some students based on specific 

criteria.

# of Hours Required Frequency of 

Requirement

Academic Tutoring Mandatory for all

Mandatory for some

Not mandatory for any

___# of hours Choose an item.

Academic Coursework Mandatory for all

Mandatory for some

Not mandatory for any

___# of hours Choose an item.

Academic Advising Mandatory for all

Mandatory for some

Not mandatory for any

___# of hours Choose an item.

College Entrance Exam 

Prep

Mandatory for all

Mandatory for some

Not mandatory for any

___# of hours Choose an item.

College Exposure Mandatory for all

Mandatory for some

Not mandatory for any

N/A N/A

College Application 

Assistance

Mandatory for all

Mandatory for some

Not mandatory for any

___# of hours Choose an item.

Financial Aid Assistance Mandatory for all

Mandatory for some

Not mandatory for any

___# of hours Choose an item.
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A1c. SHOW IF A1=1

Please indicate how you determine who is required to participate in specific UB services? 

SHOW IF A1=2

Please indicate whether your UB project uses any of the following to make recommendations 

for participation in each service area to UB participants.

SHOW ROWS SELECTED AS MANDATORY FOR ALL OR MANDATORY FOR SOME AT A1B

GPA Grade 

Level

State or 

District Test 

Scores

UB 

Assessment 

Scores

Teacher/Counselor

Recommendation

Some other 

way, Specify

Academic Tutoring ☐ ☐ ☐ ☐ ☐ ☐

Academic Coursework ☐ ☐ ☐ ☐ ☐ ☐

Academic Advising ☐ ☐ ☐ ☐ ☐ ☐

College Entrance Exam Prep ☐ ☐ ☐ ☐ ☐ ☐

College Exposure ☐ ☐ ☐ ☐ ☐ ☐

College Application 

Assistance

☐ ☐ ☐ ☐ ☐ ☐

Financial Aid Assistance ☐ ☐ ☐ ☐ ☐ ☐

ASK IF A1a=1; IF A1=2, GO TO A3; ELSE SKIP TO A2

A1d. How many hours are participants required to participate in any UB service during the school 

year?

___ Number of Hours Required per ____________

A2. Do you track students who are not meeting the participation requirements?

1 Yes (GO TO A2a)

2 No (GO TO A3)

A2a. What kinds of outreach activities do you employ for students not meeting the participation 

requirements?

Select All That Apply

1 Contact the student via phone, text, email, or regular mail

2 Contact parents via phone, text, email, or regular mail

3 Contact school counselors or other school staff

4 Other, SPECIFY

A2b. What are the potential consequences of not meeting the participation requirements?

Select All That Apply

1 Probation

2 Loss of opportunity for optional activities (e.g., field trips, cultural activities)

3 Stipend reduction

4 Termination from UB program

5 Other, SPECIFY
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A3. Now, we’d like details on participation levels by grade in each service area. For each service area 

offered, please indicate the percentage of UB students in that grade who regularly participated 

in the UB services provided during the 2012-2013 school year. By regularly participated, we 

mean students who participate most weeks (or in the majority of the sessions or workshops) 

when offered.

9

th Grade 10th Grade 11th Grade 12th Grade

Academic Tutoring Choose an item. Choose an item. Choose an item. Choose an item.

Academic Coursework Choose an item. Choose an item. Choose an item. Choose an item.

Academic Advising Choose an item. Choose an item. Choose an item. Choose an item.

College Entrance Exam Prep Choose an item. Choose an item. Choose an item. Choose an item.

College Exposure Choose an item. Choose an item. Choose an item. Choose an item.

College Application Assistance Choose an item. Choose an item. Choose an item. Choose an item.

Financial Aid Assistance Choose an item. Choose an item. Choose an item. Choose an item.

Accessibility

Now we have questions about where and when UB services are offered.

A4. Please indicate where UB services are offered during the 2012-2013 school year. Check all that 

apply for each service area. On the last row, please indicate where the most students receive 

services in each service area.

Academic 

Tutoring

Academic 

Coursework

Academic 

Advising

College 

Entrance 

Exam 

Prep

College 

Exposure

College 

Application 

Assistance

Financial 

Aid 

Assistance

Summer 

Program

At the Upward Bound 

project office

At the host intuition, away 

from the Upward Bound 

project office

At a local college or 

university (not the host 

institution)

At the target schools

At a local community 

center (e.g.,the YMCA, Boys 

and Girls Club) or 

library/auditorium

Virtual (i.e., on-line)

Other, Specify 

___________________

Please select where most 

students receive services.

Choose an 

item.

Choose an 

item.

Choose an 

item.

Choose an 

item.

Choose 

an item.

Choose an 

item.

Choose an 

item.

Choose 

an item.
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A5. Some UB projects offer services every day and others offer services less frequently. Please 

indicate how often you offered any services—not just the required services we’ve been asking 

about— during the 2012-2013 school year. 

1 4-5 days per week INCLUDING weekends

2 4-5 week days per week, NO weekends

3 1-3 days INCLUDING weekends

4 1-3 week days per week, NO weekends

5 Weekends only—EVERY weekend

6 Weekends only—EVERY OTHER weekend

7 Once a month

8 Every other month

9 Some other frequency

A5b. Please indicate when the specific UB services are offered during the 2012-2013 school year. 

Check all that apply for each service area. On the last row, please indicate when the most 

students receive services in each service area.

Academic 

Tutoring

Academic 

Coursework

Academic 

Advising

College 

Entrance 

Exam Prep

College 

Exposure

College 

Application 

Assistance

Financial Aid 

Assistance

During the week, before 

school starts

During the week, during 

the school day

During the week, after 

school

On Saturdays or Sundays

On every other Saturday 

or Sunday (twice per 

month)

Monthly ONLY

Other, Specify

Please select when most 

students receive services.

Choose 

an item.

Choose an 

item.

Choose an 

item.

Choose an 

item.

Choose an 

item.

Choose an 

item.

Choose an 

item.

A6. Is transportation provided to the UB activities for any students?

1 Yes, during the summer only

2 Yes, during the school year only

3 Yes, during the summer and school year

4 No, not at all

5 N/A

Thanks for providing those details. Now we will ask about the required service areas offered by Upward 

Bound.
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Let’s begin with questions about the academic tutoring services provided by your UB project

during the 2012-2013 school year <<and the 2012 summer program>>. 

GO TO B2 IF UB=NEW

B1. Was academic tutoring offered during the 2012 summer program?

1 Yes

2 No

PROGRAMMER: SHOW 2012 SUMMER COLUMN IF B1=1

B2. Select which methods of delivery are/were used when providing academic tutoring to UB 

participants?

2012-2013 School Year 2012 Summer Program

Types of settings in which tutorials 

are offered. 

(all that apply)

Types of settings in which 

tutorials were offered.

(all that apply)

a. Tutoring in a group setting

b. One-on-one tutoring

c. Peer tutoring

d. On-line tutoring

e. Other,	Specify

f. Which method is used by the 

largest number of students?

Choose an item. Choose an item.

B2a1. During the school year, how is time in <<B2f_1>> spent by the largest number of students?

1 Getting help with homework, school projects, or papers

2 Getting help with study skills—i.e., how to study and prepare for tests

3 Getting help in a particular subject for remediation purposes

4 There is NOT a defined structure

5 Some other way, specify

SHOW IF B1=1

B2b1. During the summer, how is time in <<B2f_2>> spent by the largest number of students?

1 Getting help with homework, school projects, or papers

2 Getting help with study skills—i.e., how to study and prepare for tests

3 Getting help in a particular subject for remediation purposes

4 There is NOT a defined structure

5 Some other way, specify

Academic Tutoring
8

PROGRAMMER: SHOW 2012 SUMMER COLUMN IF B1=1

B3. How do you assess students’ academic performance to decide whether they need academic

tutoring?

2012-2013 School Year 2012 Summer Program

Used to assess student progress.

(all that apply)

Used to assess student progress.

(all that apply)

a. Review of grades

b. Feedback requested from 

teachers

c. Formative assessment 

conducted (pre and post)

d. Other, SPECIFY

e. Not assessed

Which method is used by UB staff 

most often?

Choose an item. Choose an item.

B4. Does your project make use of learning style inventories?

1 Yes

2 No

Questions in this section ask about the academic courses offered by your Upward Bound 

project during the 2012-2013 school year <<and the 2012 summer program>>. 

C1. First, please complete the table below to indicate what subjects are offered to which

grades and when—by your Upward Bound project. 

Indicate if courses 

are offered during 

the school year 

and/or summer.

Indicate whether students take courses to 

receive high school credit, college credit, or as 

a UB requirement.

Select all that apply

Select	the	primary	

method	of	

instruction	for	

each	subject.

Subject

School 

Year

Summer Receive High 

School Credit

Receive 

College 

Credit 

UB 

Requirement 

Method of Delivery

a. English/Language 

Arts

☐ ☐ ☐ ☐ ☐ Choose an item.

b. Pre-Algebra ☐ ☐ ☐ ☐ ☐ Choose an item.

c. Algebra I ☐ ☐ ☐ ☐ ☐ Choose an item.

d. Algebra II ☐ ☐ ☐ ☐ ☐ Choose an item.

e. Geometry ☐ ☐ ☐ ☐ ☐ Choose an item.

f. Statistics/Probability ☐ ☐ ☐ ☐ ☐ Choose an item.

g. Pre-Calculus ☐ ☐ ☐ ☐ ☐ Choose an item.

Academic Coursework
9

h. Calculus ☐ ☐ ☐ ☐ ☐ Choose an item.

i. Physics ☐ ☐ ☐ ☐ ☐ Choose an item.

j. Biology ☐ ☐ ☐ ☐ ☐ Choose an item.

k. Chemistry ☐ ☐ ☐ ☐ ☐ Choose an item.

l. Earth Science ☐ ☐ ☐ ☐ ☐ Choose an item.

m. Foreign Language ☐ ☐ ☐ ☐ ☐ Choose an item.

n. Other	required	

service	area,	specify

☐ ☐ ☐ ☐ ☐ Choose an item.

o. Other, Specify ☐ ☐ ☐ ☐ ☐ Choose an item.

PROGRAMMER: Compute SchlYr=Yes if any subject offered during school year) (Compute Summer=Yes if any 

subject offered during summer)

C2. Please indicate the three most common factors you consider to determine what courses UB 

participants take.

(Select up to three responses)

a. High school graduation requirements

b. Alignment with State/district assessments

c. Student report card grades

d. Student performance on state assessments

e. Input from Upward Bound project staff from host institution

f. Input from staff from partner organizations, including target schools

g. Parents’ input about student needs

h. Student input about their needs or interests

i. UB participants’ plans for future course enrollments

j. Results	of	career	inventories

C3. Please select which methods of instruction you use to deliver the courses offered by your 

Upward Bound program. (Please select all that apply for time period.)

2012-2013 School Year 2012 Summer Program

Select the methods used to offer 

academic courses.

(all that apply)

Select the methods used to offer 

academic courses.

(all that apply)
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a. Small group instruction—5 or 

fewer per group

b. Large group instruction—6 or 

more per group

c. Team teaching or co-teaching by 

instructors

d. One-on-one instruction focused 

on UB participants’ individual 

needs

e. Self-paced instruction for UB 

participants

f. Assigned independent research 

projects

g. Hands-on laboratory sessions

h. Online courses

i. Other, Specify

Which instructional teaching method 

is used by the largest number of UB 

participants?

Choose an item. Choose an item.

Let’s begin with questions about the academic advising services provided by your UB project

during the 2012-2013 school year <<and the 2012 summer program>>. 

GO TO D2 IF UB=NEW

D1. Was academic advising offered during the 2012 summer program?

6 Yes

7 No

PROGRAMMER: SHOW 2012 SUMMER COLUMN IF D1=1

D2. Select which methods of delivery are/were used when providing academic advising to UB 

participants?

2012-2013 School Year 2012 Summer Program

Types of settings in which 

advising is offered. 

(all that apply)

Types of settings in which 

advising was offered.

(all that apply)

a. Advising in a group setting?

b. One-on-one advising?

c. Peer advising?

d. Workshops focused on course selections?

Which method is used by the largest number of 

students?

Choose an item. Choose an item.

Academic Advising
11

PROGRAMMER: SHOW 2012 SUMMER COLUMN IF D1=1

D3. Please indicate how time is/was spent during academic advising hours in general.

2012-2013 School Year 2012 Summer Program

Select if academic advising 

time is used for any of the 

following.

(all that apply)

Select if academic advising 

time was used for any of 

the following.

(all that apply)

a. To advise UB participants on high school 

graduation requirements.

b. To advise UB participants on college entrance 

requirements—preparing	for	exams	and	the	

required	coursework

c. To	help	UB	participants	develop	study	skills	

that	support	college	readiness	(e.g.	time	

management,	note	taking	skills,	etc.)

d. To	help	UB	participants	develop	and	track	

academic	goals	(i.e.	employ	an	individualized	

development	or	academic	plan).

e. To	help	UB	participants	plan	their	time	spent	

participating	in	UB	activities.

f. To	help	UB	participants	with	non-academic	

issues	that	are affecting	their	school	

performance	(i.e.,	family	issues,	health	issues).

g. Use	results	from	a	career interest	inventory	to	

select	classes	for	high	school	or	college?

h. Some	other	way,	Specify

In	which	way	is	time	spent	most	often	by UB	staff? Some other way Some other way

Let’s begin with questions about the college entrance exam prep services provided by your UB project

during the 2012-2013 school year <<and the 2012 summer program>>. 

GO TO E2 IF UB=NEW

E1. Was college exam prep offered during the 2012 summer program?

1 Yes

2 No

College Entrance Exam Prep
12

PROGRAMMER: SHOW 2012 SUMMER COLUMN IF E1=1

E2. Select which methods of delivery are/were used when providing college exam prep services?

2012-2013 School Year 2012 Summer Program

Types of settings in which college 

exam prep services are offered.

(all that apply)

Types of settings in which college 

exam prep services were offered.

(all that apply)

a. College exam prep in a group 

setting

b. One-on-one college exam prep 

services

c. Self-directed preparation 

activities (i.e., using on-line 

college exam prep services)

d. Which method is used by the 

 largest number of students?

Choose an item. Choose an item.

E2a1. During the school year, how is time in <<E2d_1>> spent by the largest number of students?

1 Taking practice tests

2 Test taking skills

3 Managing and coping with test-related stress/anxiety

4 Learning the structure of the tests

5 Learning how tests are scored

6 Subject specific test prep (e.g. AP, ACT, SATII)

7 Some other way, Specify___

SHOW IF E1=1

E2b1. During the summer, how is time in <<E2d_2>> spent by the largest number of students?

1 Taking practice tests

2 Test taking skills

3 Managing and coping with test-related stress/anxiety

4 Learning the structure of the tests

5 Learning how tests are scored

6 Subject specific test prep (e.g. AP, ACT, SATII)

7 Some other way, Specify___

PROGRAMMER: SHOW 2012 SUMMER COLUMN IF E1=1

E3. How do you assess students’ college exam prep progress to decide whether they need more or

less support?

2012-2013 School Year 2012 Summer Program

Used to assess student progress in 

college exam prep.

(all that apply)

Used to assess student progress 

in college exam prep.

(all that apply)

a. Review of grades
13

b. Feedback requested from 

teachers

c. Formative assessment 

conducted (pre and post)

d. Other, SPECIFY

e. Not assessed

Which method is used for the largest 

number of students?

Choose an item. Choose an item.

E4. Please indicate what resources are made available to UB participants receiving college exam 

prep services.

2012-2013 School Year 2012 Summer Program

Select the resources made 

available to UB participants 

receiving college exam prep 

services.

(all that apply)

Select the resources made available 

to UB participants receiving college 

exam prep services.

(all that apply)

a. Prep books

b. Sample tests

c. Scoring sheets

d. Online accounts for practice tests

e. Calculators

f. Some other way, Specify

Next, we would like to learn more about how you expose the Upward Bound participants to colleges and 

help them select schools to apply to during the 2012-2013 school year <<and the 2012 summer 

program>>. 

F1. Are college visit trips offered... 

Select all that apply

1 During the school year, SPECIFY HOW MANY OFFERED & NUMBER OF SCHOOLS 

VISITED

2 During the summer, SPECIFY HOW MANY OFFERED & NUMBER OF SCHOOLS VISITED

F2. What are the specific requirements UB participants must meet to be eligible for college visits? 

Select all that apply.

1 Achieve a certain level of participation in UB services

2 Complete college applications

3 Complete college entrance exams (e.g., ACT, PSAT, SAT)

4 Student interest

5 Parent request

6 Grade in school (i.e., only high school juniors or seniors can attend)

7 Some other way, SPECIFY 

8 No specific requirements. Available to all UB participants

College Exposure
14

F3 . What is the main way you determine what colleges to visit? 

1 UB participants express their desires

2 You only visit colleges within a set mile radius

3 You visit a select set of colleges each year, regardless of student input

4 Some other way, SPECIFY

F4. What kind of activities do students participate in during the visits?

Select all that apply.

1 Campus tours

2 Dormitory tours

3 Attend information sessions on applying and financial aid

4 Q & A sessions with current students

5 Something else, SPECIFY 

F5. Please indicate if you offer any of the following services to your UB participants.

Select if you offer any of 

the following services to UB 

participants.

(all that apply)

Which	method	of	delivery	

is	used	by	the	largest	

number	of	students	for	

the	following	services?

a. Day trips to visit college or universities

b. Overnight trips to visit college or universities

c. Assistance in researching different colleges

d. Assistance in researching different college majors

e. Arrange for college/university staff/recruiters to 

conduct information session or have them make 

presentations

f. Identifying college/university characteristics 

needed to support students’ best performance

g. Connecting participants with 

undergraduate/graduate students through 

mentorship program

h. Connecting participants with real world 

professionals to learn about realities of pursuing 

certain careers

i. Other, Specify

These questions are about the college application assistance services provided by your UB project

during the 2012-2013 school year <<and the 2012 summer program>>. 

GO TO G2 IF UB=NEW

G1. Was college application assistance offered during the 2012 summer program?

1 Yes

2 No

College Application Assistance
15

G2. What percentage of seniors completed at least one college application during the 2012-2013 

school year?

1 0-25%

2 26-50%

3 51-75%

4 76-100%

G3. Do you provide guidance on how many schools your students should apply to?

1 Yes

2 No

GO TO G4 IF G3=2

G3a. Approximately how many colleges do you encourage your students to apply to?

Select appropriate number for each

a. Total # of colleges students encouraged to apply to Choose an item.

b. Safety colleges (that is, colleges that student are very likely to be 

accepted

Choose an item.

c. Stretch colleges (that is, colleges that students are less certain about 

acceptance)

Choose an item.

G4. What factors do you encourage students to consider when selecting colleges to apply to? 

Select all that apply.)

1 Cost

2 Ranking of school

3 Likelihood of acceptance

4 Strength of specific program/department

5 Availability of student support programs/services

6 Other

G5. Do you encourage students to:

a. Apply to expensive schools they are interested in, and see how much financial aid they received? ☐

b. Apply only to schools with lower tuition, to ensure they can afford to attend? ☐

PROGRAMMER: SHOW 2012 SUMMER COLUMN IF G1=1

G6. Select which methods of delivery are/were used when providing college application assistance 

services to UB participants?

2012-2013 School Year 2012 Summer Program

Types of settings in which college 

application assistance services are 

offered.

(all that apply)

Types of settings in which college 

application assistance services

were offered.

(all that apply)

a. Assistance in a group setting?

b. One-on-one assistance?
16

c. Some other way, Specify

d. Which method is used by the 

largest number of students?

Choose an item. Choose an item.

G6a1. During the school year, how is time in <<G6d_1>> spent working with the largest number of 

students?

1 Advising UB participants on college application requirements.

2 Advising UB participants on college essay writing.

3 Helping UB participants determine the information needed for college applications.

4 Helping UB participants track their progress towards completing college applications.

5 Some other way, Specify 

SHOW IF G1=1

G6b1. During the summer, how is time in <<G6d_2>> spent working with the largest number of 

students?

1 Advising UB participants on college application requirements.

2 Advising UB participants on college essay writing.

3 Helping UB participants determine the information needed for college applications.

4 Helping UB participants track their progress towards completing college applications.

5 Some other way, Specify 

The questions in this section focus on how you provide financial aid assistance to

UB participants during the 2012-2013 school year <<and the 2012 summer program>>. 

GO TO G2 IF UB=NEW

H1. Was financial aid application assistance offered during the 2012 summer program?

1 Yes

2 No

H2. What percentage of seniors completed the FAFSA application during the 2012-2013 school year?

1 0-25%

2 26-50%

3 51-75%

4 76-100%

PROGRAMMER: SHOW 2012 SUMMER COLUMN IF H1=1

Financial Aid
17

H3. Select which methods of delivery are/were used when providing financial aid assistance services

to UB participants?

2012-2013 School Year 2012 Summer Program

Types of settings financial aid 

assistance services are offered.

(all that apply)

Types of settings financial aid 

assistance services were offered.

(all that apply)

a. Assistance in a group setting?

b. One-on-one assistance?

c. Some other way, Specify

Which method is used by the largest 

number of students?

Choose an item. Choose an item.

PROGRAMMER: SHOW 2012 SUMMER COLUMN IF H1=1

H4. Please indicate the focus of your financial aid assistance services.

2012-2013 School Year 2012 Summer Program

Select if financial aid 

assistance time is used for 

any of the following.

(all that apply)

Select if financial aid 

assistance time was used 

for any of the following.

(all that apply)

a. To advise UB participants on financial aid 

requirements.

b. To help UB participants determine the 

information needed for FAFSA forms.

c. To help UB participants track their progress 

towards completing FAFSA forms.

d. To help UB participants obtain application fee 

waivers from colleges. 

e. To help UB participants use the host institution’s 

net price calculator to estimate the net cost of 

attending colleges they are seriously considering.

f. To provide parents with information on financial 

aid.

g. Some other way, Specify 

Which way is used by the largest number of students? Choose an item. Choose an item.
18

This section focuses on what you offered to UB participants during the 2012 summer program.

I1. We’d like to get details on who is offered the opportunity to participate in the summer program, 

how many slots are available, and what percentage of students participated in the 2012 summer 

program.

First, is participation in the summer program...

1 Mandatory for all UB participants each year (i.e., there is no selection criteria)

2 Mandatory for some UB participants

3 Available, but contingent upon specific selection criteria (i.e., must meet a set list of 

requirements)

IF I1=2 OR 3, ASK

I2. How is participation in the summer program decided?

All selection criteria.

(all that apply)

a. Must be in a certain grade(s). Specify__

b. Must have maintained a certain GPA. Specify___

c. Student expresses interests.

d. Must have completed a certain set of UB activities. Specify.____

e. Other, Specify____

I3. Please select the grades the summer program is offered to and then indicate how many hours 

they must spend participating in UB activities per week. 

I4. Please indicate how time outside of academic courses is spent during the summer program.

Please indicate how time is spent outside of 

academic courses during the summer program.

(Select Up to Three)

a. Cultural activities.

b. Field trips.

c. College visits.

d. Working a work-study job (provided by the UB program)

2012 Summer Program

Grade

Select all grades that are 

offered the opportunity to 

participate in the summer

program.

Hours

On average, how many hours 

per week are UB participants 

required to participate in UB 

activities?

Percentage

What % of the UB 

participants in each 

grade participated?

a. 9

th ______hrs/wk Choose an item.

b. 10th ______hrs/wk Choose an item.

c. 11th ______hrs/wk Choose an item.

d. 12th ______hrs/wk Choose an item.

e. Graduates Choose an item.

2012 Summer Program
19

e. Working a job (not provided by the UB program)

f. Meeting with mentors or counselors

g. Participating in other UB required services (i.e., tutoring, 

academic advising, etc.)

h. Other, Specify

(IF I3e SELECTED)

I5. Does your project offer a summer bridge program for high school graduates who are enrolling in 

college?

1 Yes

2 No (SKIP TO J1)

6. Is the summer bridge program distinct from the regular summer program?

1 Yes—summer bridge participants participate in distinctly different activities from regular 

summer program participants

2 Somewhat—summer bridge participants participate in many of the regular summer 

program activities, but some activities are offered specifically for summer bridge 

participants

3 No—summer bridge participants participate in the same activities as regular summer 

program participants (SKIP TO J1)

I7. How long is your summer bridge program?

_____ Number of Weeks

I8. Which of the following factors are used to determine a student’s eligibility for the summer 

bridge program?

Please indicate the selection criteria for 

the summer bridge program.

(Select all that apply)

a. ALL STUDENTS ARE ELIGIBLE

b. Must have enrolled in the host college or university for the fall term

c. Must have enrolled in some college or university for the fall term

d. Must have a specific high school GPA

e. Other, SPECIFY

I9. How many college credit hours can Upward Bound participants receive during the summer 

bridge program?

_______Number of hours

I10. In which activities do participants engage as part of the Summer Bridge program? 

Please indicate how time is spent as a part of the Summer Bridge program.

(Select all that apply)

a. College coursework

b. Study skills

c. Mentoring with current 

undergraduate

d. Mentoring with career 

professional
20

e. Employment

f. Providing guidance on 

requirements for fall enrollment 

g. Recreational or cultural activities

h. h. Other, Specify

Technology

J1. For each service area, please select the kinds of technology your UB project uses.

(IF I3e SELECTED SHOW LAST COLUMN)

Academic 

Tutoring

Academic 

Coursework

Academic 

Advising

College 

Entrance 

Exam 

Prep

College 

Exposure

College 

Application 

Assistance

Financial 

Aid 

Assistance

Summer 

Program

Summer 

Bridge

Specialized software 

or electronic content 

(e.g. learning 

management 

system, online 

tutoring software, 

graphing program 

for mathematics, ebooks)

Live online 

discussion (e.g., chat 

room)

Online messaging 

(i.e., instant 

messaging or IM)

Email

Online discussion 

board or message 

board

Online collaborative 

workspaces (e.g., 

wikis, course blogs)

Social media (e.g., 

twitter, Facebook, 

etc.)

Text messaging (by 

phone)

Video-conference

Higher	ed	data	or	

web	portals

Other, 

Specify_______

General
21

Challenges

J2. Please select any challenges you face that affect your ability to provide each of the required 

services. On the last row, please indicate which challenge you consider to be the greatest—by 

greatest we mean the one that most impacts your ability to meet students need.

Academic 

Tutoring

Academic 

Coursework

Academic 

Advising

College 

Entrance 

Exam Prep

College 

Exposure

College 

Application 

Assistance

Financial Aid 

Assistance

Summer 

Program

Hiring and retaining 

capable staff

Getting UB participants 

to show up 

Identifying struggling 

UB participants who 

need the service

Obtaining space or 

facilities to provide 

service

Having sufficient time 

with UB participants

Providing 

transportation for 

students who need it

Other: Specify

Which do you consider 

your greatest challenge?

Choose 

an item.

Choose an 

item.

Choose an 

item.

Choose an 

item.

Choose an 

item.

Choose an 

item.

Choose an 

item.

Choose 

an item.

We have a few additional questions that are not specific to any particular service area.

K1. Did this Upward Bound Project have a UB grant in the prior grant cycle?

1 Yes (GO TO K1a)

2 No (GO TO K2)

K1a. Have there been any major changes to your UB project or any service area since the last grant 

period?

1 Yes (GO TO K1b)

2 No (GO TO K2)

K1b. Please indicate the major changes since the last grant period.

Major changes since the last grant period.

(all that apply)

a. Changed host institution

b. Changed project director

c. Other staff changes

d. Reduced number of students served

e. Increased number of students served

f. Added additional target school(s)

g. Decreased number of target schools

Closing
22

h. Reduced/eliminated optional services

i. Other, Specify 

K1c. What were the main reasons for any changes? 

Select all that apply.

1 To improve the program, Specify

2 To improve a particular service area, Specify 

3 To accommodate more UB participants, Specify goal

4 To address student needs, Specify

5 To address a competitive priority

6 To cut costs

7 Some other reason(s), Specify

K2. Is there a particular strategy within a specific service area (optional or required) you believe is 

especially important in encouraging UB participants to enroll in college? If so, please identify the 

service area and provide a brief description and why you believe it is an especially promising 

strategy or approach.

Choose an item.

___________________________________________________________

Thank you for taking time to complete this important survey. Those are all the questions we have for 

you.