### 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 th at identifies you or this Upward Bound project

. Weare interested in learning more about Upward Bound’s required service areas. Wewant to know specifics on how you provide the services to Upward Bound participants, how many students take up the service s, 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) Ac** **ademic Tutoring (b)**  **Ac ademic Coursework**  **(c) Ac** **ademic A dvising**  **(d) College**  **Entrance Exam Preparation**  **(e) College**  **Exposure (f)**  **College A pplication A**  **ssistance (g)**  **Financial Ai**  **d (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, wi thout 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. T he valid OMB control number for this information collection is xxxx-xxxx. P ublic reporting burd en for this collection is estimated to average 40 minutes p er 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 th is collection is required to obtain or retain benefit (34 CFR § 75.591). S end comments regarding the burden estimate or any other aspect of this collection of i nformation, 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 P ortal at http://www.regulations.gov by selecting the Docket ID number.

### 2

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

______ 10 th 

### grade UB participants

______ 11 th 

### grade UB participants

______ 12 th 

### 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 servic e 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 A 1c** **)** A1a. Do es you r project have a general requirement level or does your project have requirements specific to the UB service areas
— academic tutorin g, 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 particip ation 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.

### 4

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 regula r mail 2 Contact parents via phone, text, email, or regular mail 3 Contact school counselors or other school staff 4 Other, SPECIFY A2 b
. What are the potential consequences of not meeting the participation requirements? Select All That Apply 1 Probation 2 Loss of o pportunity for optional activities (e.g., field trips, cultural activities) 3 Stipend reduction 4 Termination from UB program 5 Other, SPECIFY

### 5

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 **10 th**  

### Grade **11 th**  

### Grade **12 th**  

### 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 schoo** ls **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.

### 6

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 weeken ds 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.

### 7

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** B 1. Was aca demic 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.
B2 a1
. 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 reme diation purposes 4 There is NOT a defined structure 5 Some other way, specify **SHOW IF B1=1** B2b 1
. 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 wheth er 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 >> .
C 1. 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 rece**  **ive 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)**

### 10

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 E**  **1=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 asse ssment 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 >> . F 1. 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 F 2
. What are the specific requirements UB participants must meet to b e 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

F 3
. What is the **main** way you determine what colleges to visit? 1 UB participants express their desir es 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 partic ipants with real world professionals to learn about realities of pursuing certain careers i . Other, Specify



### These questions a re a bout the college application assistance services provided by your UB project during the 2012
- 2013 school year << and the 2012 summer program >>. **GO TO G**  **2 IF UB=NEW** G 1. Was college application assistance offered during the 2012 summer program? 1 Yes 2 No 

# College Application Assistance

### 15

G 2
. 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? 

### ☐ **PROGRAMM ER: SHOW 2012 SUMMER COLUMN IF G**  **1=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 << G6 d_1 >> spent working with the largest number of students? 1 Advis ing 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 >> spe nt working with the largest number of students? 1 Advis ing UB participants on college application requirements. 2 Advis ing UB participants on college essay writing. 3 H elp ing UB participants determine the information needed for college applications. 4 H elp ing UB p articipants 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 G 2 IF UB=NEW**  H 1. 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% **PROGRAMM ER: SHOW 2012 SUMMER COLUMN IF H**  **1=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.
**PROGRAMM ER: SHOW 2012 SUMMER COLUMN IF H**  **1=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. I 1. W e’d like to get details on who is offered the opportunity to participate in the summer program, how many slots are available, and what pe rcentage of students participate d 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 **c ontingent**  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____ 

### I 3
. 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.

I 4
. 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. 11 th ______hrs/wk Choose an item. d. 12 th ______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 I **3 e SELECTED)**  I 5
. Does your project offer a summer bridge program for high school graduates who are enrolling in college? 1 Yes 2 No (SKIP TO J 1) 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 so me 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 J 1) I 7
. How long is your summer bridge program?

_____ Number of Weeks I 8
. 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 

### I 9
. How many college credit hours can Upward Bound participants receive during the summer bridge program? _______Number of hours I 1 0
. 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 you r UB project use s . **(IF I3e SELECTED SH**  **OW 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, e
books) **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 c hallenge? 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. K 1. Did this Upward Bound Project have a UB grant in the prior grant cycle? 1 Yes **(GO TO K 1a)**  2 No **(GO TO K 2)**  K 1a. Have there been any major changes to your UB project or any service area since the last grant period? 1 Yes **(GO TO K 1b)**  2 No **(GO TO K 2)**  K 1b. Please indic ate 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 

### K 1c. 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), S pecify 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.