1. Open end-ed narrative, we may want to modify/add to 

each year to address emerging issues

Please provide a narrative description of your school's 

experiences implementing the experiment. Did allowing a 

single disbursement of loans benefit study abroad students? 

If so, how? Did allowing a single disbursement harm any 

study abroad students? If so how? 

Reporting Template Experiment 3: Single Loan Disbursement for 

Study Abroad Students
2. Previous Year Data (only collected initial year)

Academic Year

Total under-graduate enrollment

Total graduate enrollmnet

Total number of Pell Grant recipients

Total # of under-graduate students who borrowed Direct 

Loan funds

Total # of graduate students who borrowed Direct Loan 

funds

Number of under-graduate students partipating in study 

abroad programs

Number of graduate students partipating in study abroad 

programs

Number of students participating in study abroad programs 

who received Pell Grants

Number of students participating in study abroad programs 

who borrowed additional funds through the the Direct Loan 

program

Sum of Direct Loans disbursed to students participating in 

study abroad programs

Number of Direct Loan borrowers among students 

partipating in study abroad programs who withdrew before 

second disbursement

Sum of these second Direct Loan disbursements that were 

prevented by the multiple disbursement rule

Number of non-Direct Loan borrowers among students 

participating in study abroad programs who withdrew 

before midpoint

Number of Direct Loan borrowers among students 

partipating in study abroad programs who completed the 

entire loan period

Number of non-Direct Loan borrowers among students 

partipating in study abroad programs or foreign schools 

who completed the entire loan period
3. Experimental Year Data (collected AFTER each year 

experiment conducted)

Academic Year

Total under-graduate enrollment

Total graduate enrollmnet

Total number of Pell Grant recipients

Total # of under-graduate students who borrowed Direct 

Loan funds

Total # of graduate students who borrowed Direct Loan 

funds

Number of under-graduate students partipating in study 

abroad programs

Number of graduate students partipating in study abroad 

programs

Number of students participating in study abroad programs 

who received Pell Grants

Number of students participating in study abroad programs 

who borrowed additional funds through the the Direct Loan 

program

Sum of Direct Loans disbursed to students participating in 

study abroad programs

Number of Direct Loan borrowers among students 

partipating in study abroad programs who withdrew before 

the midpoint

Sum of the single Direct Loan disbursements made to 

students who withdrew before midpoint

Number of non-Direct Loan borrowers among students 

participating in study abroad programs who withdrew 

before midpoint

Number of Direct Loan borrowers among students 

partipating in study abroad programs who completed the 

entire loan period

Number of non-Direct Loan borrowers among students 

partipating in study abroad programs or foreign schools 

who completed the entire loan period
1. Open end-ed narrative, we may want to modify/add to each year to address 

emerging issues

Please provide a narrative description of your school's experiences implementing the 

experiment. Did allowing earlier disbursements of loans benefit any study abroad 

students? If so, how? Did allowing earilier disbursement harm any study abroad 

students? If so how? 

Reporting Template Experiment 4: Early Loan Disbursement for Study Abroad Students
2. Previous Year Data (only collected initial year)

Academic Year

Total under-graduate enrollment

Total graduate enrollmnet

Total number of Pell Grant recipients

Total # of under-graduate students who borrowed Direct Loan funds

Total # of graduate students who borrowed Direct Loan funds

Number of under-graduate students partipating in study abroad programs

Number of graduate students partipating in study abroad programs

Number of students participating in study abroad programs who received Pell Grants

Number of students participating in study abroad programs who borrowed additional 

funds through the the Direct Loan program and had funds disbursed 10 to 1 days prior 

to start of classes

Sum of Direct Loans disbursed to students participating in study abroad programs 10 

to 1 days prior to start of classes

Number of students participating in study abroad programs who borrowed additional 

funds through the the Direct Loan program and had funds disbursed 10 to 1 days prior 

to start of classes who withdrew prior to start of classes

Sum of Direct Loans disbursed to students participating in study abroad programs who 

withdrew prior to start of classes

Number of students participating in study abroad programs who borrowed additional 

funds through the the Direct Loan program and had funds disbursed after start of 

classes

Sum of Direct Loans disbursed to students participating in study abroad programs 

after start of classes

Number of Direct Loan borrowers among students partipating in study abroad 

programs who completed the entire loan period

Number of non-Direct Loan borrowers among students partipating in study abroad 

programs or foreign schools who completed the entire loan period
3. Experimental Year Data (collected AFTER each year experiment conducted)

Academic Year

Total under-graduate enrollment

Total graduate enrollmnet

Total number of Pell Grant recipients

Total # of under-graduate students who borrowed Direct Loan funds

Total # of graduate students who borrowed Direct Loan funds

Number of under-graduate students partipating in study abroad programs

Number of graduate students partipating in study abroad programs

Number of students participating in study abroad programs who received Pell Grants

Number of students participating in study abroad programs who borrowed additional 

funds through the the Direct Loan program and had funds disbursed 30 to 11 days 

prior to start of classes

Sum of Direct Loans disbursed to students participating in study abroad programs 30 

to 11 days prior to start of classes

Number of students participating in study abroad programs who borrowed additional 

funds through the the Direct Loan program and had funds disbursed 30 to 11 days 

prior to start of classes who withdrew prior to start of classes

Sum of Direct Loans disbursed to students participating in study abroad programs 30 

to 11 days before who withdrew prior to start of classes

Number of students participating in study abroad programs who borrowed additional 

funds through the the Direct Loan program and had funds disbursed 10 to 1 days prior 

to start of classes

Sum of Direct Loans disbursed to students participating in study abroad programs 10 

to 1 days prior to start of classes

Number of students participating in study abroad programs who borrowed additional 

funds through the the Direct Loan program and had funds disbursed 10 to 1 days prior 

to start of classes who withdrew prior to start of classes

Sum of Direct Loans disbursed to students participating in study abroad programs 10 

to 1 day before who withdrew prior to start of classes

Number of students participating in study abroad programs who borrowed additional 

funds through the the Direct Loan program and had funds disbursed after start of 

classes

Sum of Direct Loans disbursed to students participating in study abroad programs 

after start of classes

Number of Direct Loan borrowers among students partipating in study abroad 

programs who completed the entire loan period

Number of non-Direct Loan borrowers among students partipating in study abroad 

programs or foreign schools who completed the entire loan period
open ended text

Number

open ended text

Reporting Template Experiment 5: Unequal Loan Disbursements

1. Please provide a narrative description of your school's experiences 

implementing the experiment. Did allowing unequal Direct Loan 

disbursements benefit or harm any students? If so, how? Did reducing 

unsubsidized Direct Loan eligibility cost or save the taxpayer money? If so 

how?

2. How many different criteria were used to define applicant groups for 

unequal Direct Loan disbursements (for the purpose of reporting treat case 

by case decisions as a single criterion)?

3. Provide a description for each of these criteria. 
Applicants with 

unequal Direct 

Loan 

disbursements 

reason 1

Prior Year 

applicants 

meeting reason 

1 

Applicants with 

unequal Direct 

Loan 

disbursements 

reason 2

Prior Year 

applicants 

meeting reason 

2 

Applicants with 

unequal Direct 

Loan 

disbursements 

reason n

Prior Year 

applicants 

meeting reason 

n 

Average direct costs

Average total costs

Number of loan periods (typical, median)

Average % of disbursement in highest 

period NA NA NA

Provide the number of applicants within 

the following EFC ranges:

 EFC 0

 EFC 1 to 4,995* (* Pell threshold will 

need to be updated annually)

 EFC 4,995* to 9,999

 EFC 10,001 to 14,999

 EFC 15,000 to 19,999

 EFC 20,000 or greater

4. Complete the table below for students falling into each criteria for unequal loan disbursements and the comparison group of like applicants 

from the prior year (match applicants granted unequal disbursements on a case by case basis with a prior year student in the same program, year 

in school, dependency status, and Pell Grant status).
Table 5A

Applicant with reduced Direct Loan 

Eligibility because of reason 1 (a separate 

pair of tables for each criteria)

Dependent Pell 

eligible

Dependent Not 

Pell Eligible

Independent 

Pell eligible

Independent 

Not Pell Eligible

# applicants

# students enrolled

average number of credits/hours 

attempted this award year

average number of credits/hours 

completed this award year

average GPA or other academic 

performance measure (SAP)

# students who completed a sufficient 

portion of their program to progress to 

the next year

# students who return to attempt the next 

year of the program the following year

# students who return to continue work 

on the same year of the program the 

following year

# students enrolled at another postsecondary the following year

# students who successfully completed 

their program this award year

5. Complete the pair of tables below for applicants meeting each criteria for unequal loan disbursements and 

their comparison group of like students from the previous year (match applicants granted unequal 

disbursements on a case by case basis with a prior year student in the same program, year in school, 

dependency status, and Pell Grant status). Define "year in program" based on the proportion of the student's 

program of study requirements completed at the beginning of the year, not the amount of time students have 

spent in the program.

First year
Table 5A continued

Dependent Pell 

eligible

Dependent Not 

Pell Eligible

Independent 

Pell eligible

Independent 

Not Pell Eligible

# students earning bachelor's degree

# students earning associate's degree

# students earning undergraduate 

certificate (less than 2 year program)

# students earning graduate degree

# students earning non-degree graduate 

certificate

# with subsidized Direct Loans

Total $ subsidized Direct Loans

# with un-subsidized Direct Loans

Total $ un-subsidized Direct Loans

# PLUS Loans

Total $ PLUS 

# non-federal loans to parents

Total $ non-federal loans to parents

# non-federal loans to students

Total $ non-federal loans to students

# Pell Grants

Total $ Pell Grants

# Federal Work Study

Total $ Federal Work Study

# FSEOG

Total $ FSEOG

# state grants

Total $ state grants

# institution grants/scholarships

Total $ institution grants/scholarships

First year
Table 5A continued

Dependent Pell 

eligible

Dependent Not 

Pell Eligible

Independent 

Pell eligible

Independent 

Not Pell Eligible

# applicants

# students enrolled

average number of credits/hours 

attempted this award year

average number of credits/hours 

completed this award year

average GPA or other academic 

performance measure (SAP)

# students who completed a sufficient 

portion of their program to progress to 

the next year

# students who return to attempt the next 

year of the program the following year

# students who return to continue work 

on the same year of the program the 

following year

# students enrolled at another postsecondary the following year

# students who successfully completed 

their program this award year

Second Year
Table 5A continued

Dependent Pell 

eligible

Dependent Not 

Pell Eligible

Independent 

Pell eligible

Independent 

Not Pell Eligible

# students earning bachelor's degree

# students earning associate's degree

# students earning undergraduate 

certificate (less than 2 year program)

# students earning graduate degree

# students earning non-degree graduate 

certificate

# with subsidized Direct Loans

Total $ subsidized Direct Loans

# with un-subsidized Direct Loans

Total $ un-subsidized Direct Loans

# PLUS Loans

Total $ PLUS 

# non-federal loans to parents

Total $ non-federal loans to parents

# non-federal loans to students

Total $ non-federal loans to students

# Pell Grants

Total $ Pell Grants

# Federal Work Study

Total $ Federal Work Study

# FSEOG

Total $ FSEOG

# state grants

Total $ state grants

# institution grants/scholarships

Total $ institution grants/scholarships

Second Year
Table 5A continued

Dependent Pell 

eligible

Dependent Not 

Pell Eligible

Independent 

Pell eligible

Independent 

Not Pell Eligible

# applicants

# students enrolled

average number of credits/hours 

attempted this award year

average number of credits/hours 

completed this award year

average GPA or other academic 

performance measure (SAP)

# students who completed a sufficient 

portion of their program to progress to 

the next year

# students who return to attempt the next 

year of the program the following year

# students who return to continue work 

on the same year of the program the 

following year

# students enrolled at another postsecondary the following year

# students who successfully completed 

their program this award year

Third Year
Table 5A continued

Dependent Pell 

eligible

Dependent Not 

Pell Eligible

Independent 

Pell eligible

Independent 

Not Pell Eligible

# students earning bachelor's degree

# students earning associate's degree

# students earning undergraduate 

certificate (less than 2 year program)

# students earning graduate degree

# students earning non-degree graduate 

certificate

# with subsidized Direct Loans

Total $ subsidized Direct Loans

# with un-subsidized Direct Loans

Total $ un-subsidized Direct Loans

# PLUS Loans

Total $ PLUS 

# non-federal loans to parents

Total $ non-federal loans to parents

# non-federal loans to students

Total $ non-federal loans to students

# Pell Grants

Total $ Pell Grants

# Federal Work Study

Total $ Federal Work Study

# FSEOG

Total $ FSEOG

# state grants

Total $ state grants

# institution grants/scholarships

Total $ institution grants/ scholarships

Third Year
Table 5A continued

Dependent Pell 

eligible

Dependent Not 

Pell Eligible

Independent 

Pell eligible

Independent 

Not Pell Eligible

# applicants

# students enrolled

average number of credits/hours 

attempted this award year

average number of credits/hours 

completed this award year

average GPA or other academic 

performance measure (SAP)

# students who completed a sufficient 

portion of their program to progress to 

the next year

# students who return to attempt the next 

year of the program the following year

# students who return to continue work 

on the same year of the program the 

following year

# students enrolled at another postsecondary the following year

# students who successfully completed 

their program this award year

Fourth Year or Beyond
Table 5A continued

Dependent Pell 

eligible

Dependent Not 

Pell Eligible

Independent 

Pell eligible

Independent 

Not Pell Eligible

# students earning bachelor's degree

# students earning associate's degree

# students earning undergraduate 

certificate (less than 2 year program)

# students earning graduate degree

# students earning non-degree graduate 

certificate

# with subsidized Direct Loans

Total $ subsidized Direct Loans

# with un-subsidized Direct Loans

Total $ un-subsidized Direct Loans

# PLUS Loans

Total $ PLUS 

# non-federal loans to parents

Total $ non-federal loans to parents

# non-federal loans to students

Total $ non-federal loans to students

# Pell Grants

Total $ Pell Grants

# Federal Work Study

Total $ Federal Work Study

# FSEOG

Total $ FSEOG

# state grants

Total $ state grants

# institution grants/scholarships

Total $ institution grants/ scholarships

Fourth Year or Beyond
Table 5B

Applicants from prior year that met 

reason 1 (a separate pair of tables for 

each criteria)

Dependent Pell 

eligible

Dependent Not 

Pell Eligible

Independent 

Pell eligible

Independent 

Not Pell Eligible

# applicants

# students enrolled

average number of credits/hours 

attempted this award year

average number of credits/hours 

completed this award year

average GPA or other academic 

performance measure (SAP)

# students who completed a sufficient 

portion of their program to progress to 

the next year

# students who return to attempt the next 

year of the program the following year

# students who return to continue work 

on the same year of the program the 

following year

# students enrolled at another postsecondary the following year

# students who successfully completed 

their program this award year

First year
Table 5B continued

Dependent Pell 

eligible

Dependent Not 

Pell Eligible

Independent 

Pell eligible

Independent 

Not Pell Eligible

# students earning bachelor's degree

# students earning associate's degree

# students earning undergraduate 

certificate (less than 2 year program)

# students earning graduate degree

# students earning non-degree graduate 

certificate

# with subsidized Direct Loans

Total $ subsidized Direct Loans

# with un-subsidized Direct Loans

Total $ un-subsidized Direct Loans

# PLUS Loans

Total $ PLUS 

# non-federal loans to parents

Total $ non-federal loans to parents

# non-federal loans to students

Total $ non-federal loans to students

# Pell Grants

Total $ Pell Grants

# Federal Work Study

Total $ Federal Work Study

# FSEOG

Total $ FSEOG

# state grants

Total $ state grants

# institution grants/scholarships

Total $ institution grants/scholarships

First year
Table 5B continued

Dependent Pell 

eligible

Dependent Not 

Pell Eligible

Independent 

Pell eligible

Independent 

Not Pell Eligible

# applicants

# students enrolled

average number of credits/hours 

attempted this award year

average number of credits/hours 

completed this award year

average GPA or other academic 

performance measure (SAP)

# students who completed a sufficient 

portion of their program to progress to 

the next year

# students who return to attempt the next 

year of the program the following year

# students who return to continue work 

on the same year of the program the 

following year

# students enrolled at another postsecondary the following year

# students who successfully completed 

their program this award year

Second Year
Table 5B continued

Dependent Pell 

eligible

Dependent Not 

Pell Eligible

Independent 

Pell eligible

Independent 

Not Pell Eligible

# students earning bachelor's degree

# students earning associate's degree

# students earning undergraduate 

certificate (less than 2 year program)

# students earning graduate degree

# students earning non-degree graduate 

certificate

# with subsidized Direct Loans

Total $ subsidized Direct Loans

# with un-subsidized Direct Loans

Total $ un-subsidized Direct Loans

# PLUS Loans

Total $ PLUS 

# non-federal loans to parents

Total $ non-federal loans to parents

# non-federal loans to students

Total $ non-federal loans to students

# Pell Grants

Total $ Pell Grants

# Federal Work Study

Total $ Federal Work Study

# FSEOG

Total $ FSEOG

# state grants

Total $ state grants

# institution grants/scholarships

Total $ institution grants/scholarships

Second Year
Table 5B continued

Dependent Pell 

eligible

Dependent Not 

Pell Eligible

Independent 

Pell eligible

Independent 

Not Pell Eligible

# applicants

# students enrolled

average number of credits/hours 

attempted this award year

average number of credits/hours 

completed this award year

average GPA or other academic 

performance measure (SAP)

# students who completed a sufficient 

portion of their program to progress to 

the next year

# students who return to attempt the next 

year of the program the following year

# students who return to continue work 

on the same year of the program the 

following year

# students enrolled at another postsecondary the following year

# students who successfully completed 

their program this award year

Third Year
Table 5B continued

Dependent Pell 

eligible

Dependent Not 

Pell Eligible

Independent 

Pell eligible

Independent 

Not Pell Eligible

# students earning bachelor's degree

# students earning associate's degree

# students earning undergraduate 

certificate (less than 2 year program)

# students earning graduate degree

# students earning non-degree graduate 

certificate

# with subsidized Direct Loans

Total $ subsidized Direct Loans

# with un-subsidized Direct Loans

Total $ un-subsidized Direct Loans

# PLUS Loans

Total $ PLUS 

# non-federal loans to parents

Total $ non-federal loans to parents

# non-federal loans to students

Total $ non-federal loans to students

# Pell Grants

Total $ Pell Grants

# Federal Work Study

Total $ Federal Work Study

# FSEOG

Total $ FSEOG

# state grants

Total $ state grants

# institution grants/scholarships

Total $ institution grants/ scholarships

Third Year
Table 5B continued

Dependent Pell 

eligible

Dependent Not 

Pell Eligible

Independent 

Pell eligible

Independent 

Not Pell Eligible

# applicants

# students enrolled

average number of credits/hours 

attempted this award year

average number of credits/hours 

completed this award year

average GPA or other academic 

performance measure (SAP)

# students who completed a sufficient 

portion of their program to progress to 

the next year

# students who return to attempt the next 

year of the program the following year

# students who return to continue work 

on the same year of the program the 

following year

# students enrolled at another postsecondary the following year

# students who successfully completed 

their program this award year

Fourth Year or Beyond
Table 5B continued

Dependent Pell 

eligible

Dependent Not 

Pell Eligible

Independent 

Pell eligible

Independent 

Not Pell Eligible

# students earning bachelor's degree

# students earning associate's degree

# students earning undergraduate 

certificate (less than 2 year program)

# students earning graduate degree

# students earning non-degree graduate 

certificate

# with subsidized Direct Loans

Total $ subsidized Direct Loans

# with un-subsidized Direct Loans

Total $ un-subsidized Direct Loans

# PLUS Loans

Total $ PLUS 

# non-federal loans to parents

Total $ non-federal loans to parents

# non-federal loans to students

Total $ non-federal loans to students

# Pell Grants

Total $ Pell Grants

# Federal Work Study

Total $ Federal Work Study

# FSEOG

Total $ FSEOG

# state grants

Total $ state grants

# institution grants/scholarships

Total $ institution grants/ scholarships

Fourth Year or Beyond
open ended text

Number

open ended text

Reporting Template Experiment 6: Reducing Unsubsidized Direct Loan Eligibility

1. Please provide a narrative description of your school's experiences 

implementing the experiment. Did reducing Direct Loan eligibility benefit or 

harm any students? If so, how? Did reducing unsubsidized Direct Loan 

eligibility cost or save the taxpayer money? If so how? How did your school 

discourage students from replacing lost eligibility for direct unsubsidized 

loans with less favorable debt? (i.e., private student loans, credit cards)

2. How many different criteria were used to define student groups for 

reductions in unsubsized Direct Loan amounts?

3. Provide a description for each of these criteria. 
Applicants with 

unequal Direct 

Loan 

disbursements 

reason 1

Prior Year 

applicants 

meeting reason 

1 

Applicants with 

unequal Direct 

Loan 

disbursements 

reason 2

Prior Year 

applicants 

meeting reason 

2 

Applicants with 

unequal Direct 

Loan 

disbursements 

reason n

Prior Year 

applicants 

meeting reason 

n 

Average direct costs

Average total costs

Number of loan periods (typical, median)

Average % of disbursement in highest 

period NA NA NA

Provide the number of applicants within 

the following EFC ranges:

 EFC 0

 EFC 1 to 4,995* (* Pell threshold will 

need to be updated annually)

 EFC 4,995* to 9,999

 EFC 10,001 to 14,999

 EFC 15,000 to 19,999

 EFC 20,000 or greater

4. Complete the table below for students falling into each criteria for reduced unsubsidized loan eligibility and the comparison 

group of like applicants from the prior year.
Table 5A

Applicant with reduced Direct Loan 

Eligibility because of reason 1 (a separate 

pair of tables for each criteria)

Dependent Pell 

eligible

Dependent Not 

Pell Eligible

Independent 

Pell eligible

Independent 

Not Pell Eligible

# applicants

# students enrolled

average number of credits/hours 

attempted this award year

average number of credits/hours 

completed this award year

average GPA or other academic 

performance measure (SAP)

# students who completed a sufficient 

portion of their program to progress to 

the next year

# students who return to attempt the next 

year of the program the following year

# students who return to continue work 

on the same year of the program the 

following year

# students enrolled at another postsecondary the following year

# students who successfully completed 

their program this award year

5. Complete the pair of tables below for applicants meeting each criteria for reduced unsubsidized loan 

eligibility and their comparison group of like students from the previous year. Define "year in program" based 

on the proportion of the student's program of study requirements completed at the beginning of the year, not 

the amount of time students have spent in the program.

First year
Table 5A continued

Dependent Pell 

eligible

Dependent Not 

Pell Eligible

Independent 

Pell eligible

Independent 

Not Pell Eligible

# students earning bachelor's degree

# students earning associate's degree

# students earning undergraduate 

certificate (less than 2 year program)

# students earning graduate degree

# students earning non-degree graduate 

certificate

# with subsidized Direct Loans

Total $ subsidized Direct Loans

# with un-subsidized Direct Loans

Total $ un-subsidized Direct Loans

# PLUS Loans

Total $ PLUS 

# non-federal loans to parents

Total $ non-federal loans to parents

# non-federal loans to students

Total $ non-federal loans to students

# Pell Grants

Total $ Pell Grants

# Federal Work Study

Total $ Federal Work Study

# FSEOG

Total $ FSEOG

# state grants

Total $ state grants

# institution grants/scholarships

Total $ institution grants/scholarships

First year
Table 5A continued

Dependent Pell 

eligible

Dependent Not 

Pell Eligible

Independent 

Pell eligible

Independent 

Not Pell Eligible

# applicants

# students enrolled

average number of credits/hours 

attempted this award year

average number of credits/hours 

completed this award year

average GPA or other academic 

performance measure (SAP)

# students who completed a sufficient 

portion of their program to progress to 

the next year

# students who return to attempt the next 

year of the program the following year

# students who return to continue work 

on the same year of the program the 

following year

# students enrolled at another postsecondary the following year

# students who successfully completed 

their program this award year

Second Year
Table 5A continued

Dependent Pell 

eligible

Dependent Not 

Pell Eligible

Independent 

Pell eligible

Independent 

Not Pell Eligible

# students earning bachelor's degree

# students earning associate's degree

# students earning undergraduate 

certificate (less than 2 year program)

# students earning graduate degree

# students earning non-degree graduate 

certificate

# with subsidized Direct Loans

Total $ subsidized Direct Loans

# with un-subsidized Direct Loans

Total $ un-subsidized Direct Loans

# PLUS Loans

Total $ PLUS 

# non-federal loans to parents

Total $ non-federal loans to parents

# non-federal loans to students

Total $ non-federal loans to students

# Pell Grants

Total $ Pell Grants

# Federal Work Study

Total $ Federal Work Study

# FSEOG

Total $ FSEOG

# state grants

Total $ state grants

# institution grants/scholarships

Total $ institution grants/scholarships

Second Year
Table 5A continued

Dependent Pell 

eligible

Dependent Not 

Pell Eligible

Independent 

Pell eligible

Independent 

Not Pell Eligible

# applicants

# students enrolled

average number of credits/hours 

attempted this award year

average number of credits/hours 

completed this award year

average GPA or other academic 

performance measure (SAP)

# students who completed a sufficient 

portion of their program to progress to 

the next year

# students who return to attempt the next 

year of the program the following year

# students who return to continue work 

on the same year of the program the 

following year

# students enrolled at another postsecondary the following year

# students who successfully completed 

their program this award year

Third Year
Table 5A continued

Dependent Pell 

eligible

Dependent Not 

Pell Eligible

Independent 

Pell eligible

Independent 

Not Pell Eligible

# students earning bachelor's degree

# students earning associate's degree

# students earning undergraduate 

certificate (less than 2 year program)

# students earning graduate degree

# students earning non-degree graduate 

certificate

# with subsidized Direct Loans

Total $ subsidized Direct Loans

# with un-subsidized Direct Loans

Total $ un-subsidized Direct Loans

# PLUS Loans

Total $ PLUS 

# non-federal loans to parents

Total $ non-federal loans to parents

# non-federal loans to students

Total $ non-federal loans to students

# Pell Grants

Total $ Pell Grants

# Federal Work Study

Total $ Federal Work Study

# FSEOG

Total $ FSEOG

# state grants

Total $ state grants

# institution grants/scholarships

Total $ institution grants/ scholarships

Third Year
Table 5A continued

Dependent Pell 

eligible

Dependent Not 

Pell Eligible

Independent 

Pell eligible

Independent 

Not Pell Eligible

# applicants

# students enrolled

average number of credits/hours 

attempted this award year

average number of credits/hours 

completed this award year

average GPA or other academic 

performance measure (SAP)

# students who completed a sufficient 

portion of their program to progress to 

the next year

# students who return to attempt the next 

year of the program the following year

# students who return to continue work 

on the same year of the program the 

following year

# students enrolled at another postsecondary the following year

# students who successfully completed 

their program this award year

Fourth Year or Beyond
Table 5A continued

Dependent Pell 

eligible

Dependent Not 

Pell Eligible

Independent 

Pell eligible

Independent 

Not Pell Eligible

# students earning bachelor's degree

# students earning associate's degree

# students earning undergraduate 

certificate (less than 2 year program)

# students earning graduate degree

# students earning non-degree graduate 

certificate

# with subsidized Direct Loans

Total $ subsidized Direct Loans

# with un-subsidized Direct Loans

Total $ un-subsidized Direct Loans

# PLUS Loans

Total $ PLUS 

# non-federal loans to parents

Total $ non-federal loans to parents

# non-federal loans to students

Total $ non-federal loans to students

# Pell Grants

Total $ Pell Grants

# Federal Work Study

Total $ Federal Work Study

# FSEOG

Total $ FSEOG

# state grants

Total $ state grants

# institution grants/scholarships

Total $ institution grants/ scholarships

Fourth Year or Beyond
Table 5B

Applicants from prior year that met 

reason 1 (a separate pair of tables for 

each criteria)

Dependent Pell 

eligible

Dependent Not 

Pell Eligible

Independent 

Pell eligible

Independent 

Not Pell Eligible

# applicants

# students enrolled

average number of credits/hours 

attempted this award year

average number of credits/hours 

completed this award year

average GPA or other academic 

performance measure (SAP)

# students who completed a sufficient 

portion of their program to progress to 

the next year

# students who return to attempt the next 

year of the program the following year

# students who return to continue work 

on the same year of the program the 

following year

# students enrolled at another postsecondary the following year

# students who successfully completed 

their program this award year

First year
Table 5B continued

Dependent Pell 

eligible

Dependent Not 

Pell Eligible

Independent 

Pell eligible

Independent 

Not Pell Eligible

# students earning bachelor's degree

# students earning associate's degree

# students earning undergraduate 

certificate (less than 2 year program)

# students earning graduate degree

# students earning non-degree graduate 

certificate

# with subsidized Direct Loans

Total $ subsidized Direct Loans

# with un-subsidized Direct Loans

Total $ un-subsidized Direct Loans

# PLUS Loans

Total $ PLUS 

# non-federal loans to parents

Total $ non-federal loans to parents

# non-federal loans to students

Total $ non-federal loans to students

# Pell Grants

Total $ Pell Grants

# Federal Work Study

Total $ Federal Work Study

# FSEOG

Total $ FSEOG

# state grants

Total $ state grants

# institution grants/scholarships

Total $ institution grants/scholarships

First year
Table 5B continued

Dependent Pell 

eligible

Dependent Not 

Pell Eligible

Independent 

Pell eligible

Independent 

Not Pell Eligible

# applicants

# students enrolled

average number of credits/hours 

attempted this award year

average number of credits/hours 

completed this award year

average GPA or other academic 

performance measure (SAP)

# students who completed a sufficient 

portion of their program to progress to 

the next year

# students who return to attempt the next 

year of the program the following year

# students who return to continue work 

on the same year of the program the 

following year

# students enrolled at another postsecondary the following year

# students who successfully completed 

their program this award year

Second Year
Table 5B continued

Dependent Pell 

eligible

Dependent Not 

Pell Eligible

Independent 

Pell eligible

Independent 

Not Pell Eligible

# students earning bachelor's degree

# students earning associate's degree

# students earning undergraduate 

certificate (less than 2 year program)

# students earning graduate degree

# students earning non-degree graduate 

certificate

# with subsidized Direct Loans

Total $ subsidized Direct Loans

# with un-subsidized Direct Loans

Total $ un-subsidized Direct Loans

# PLUS Loans

Total $ PLUS 

# non-federal loans to parents

Total $ non-federal loans to parents

# non-federal loans to students

Total $ non-federal loans to students

# Pell Grants

Total $ Pell Grants

# Federal Work Study

Total $ Federal Work Study

# FSEOG

Total $ FSEOG

# state grants

Total $ state grants

# institution grants/scholarships

Total $ institution grants/scholarships

Second Year
Table 5B continued

Dependent Pell 

eligible

Dependent Not 

Pell Eligible

Independent 

Pell eligible

Independent 

Not Pell Eligible

# applicants

# students enrolled

average number of credits/hours 

attempted this award year

average number of credits/hours 

completed this award year

average GPA or other academic 

performance measure (SAP)

# students who completed a sufficient 

portion of their program to progress to 

the next year

# students who return to attempt the next 

year of the program the following year

# students who return to continue work 

on the same year of the program the 

following year

# students enrolled at another postsecondary the following year

# students who successfully completed 

their program this award year

Third Year
Table 5B continued

Dependent Pell 

eligible

Dependent Not 

Pell Eligible

Independent 

Pell eligible

Independent 

Not Pell Eligible

# students earning bachelor's degree

# students earning associate's degree

# students earning undergraduate 

certificate (less than 2 year program)

# students earning graduate degree

# students earning non-degree graduate 

certificate

# with subsidized Direct Loans

Total $ subsidized Direct Loans

# with un-subsidized Direct Loans

Total $ un-subsidized Direct Loans

# PLUS Loans

Total $ PLUS 

# non-federal loans to parents

Total $ non-federal loans to parents

# non-federal loans to students

Total $ non-federal loans to students

# Pell Grants

Total $ Pell Grants

# Federal Work Study

Total $ Federal Work Study

# FSEOG

Total $ FSEOG

# state grants

Total $ state grants

# institution grants/scholarships

Total $ institution grants/ scholarships

Third Year
Table 5B continued

Dependent Pell 

eligible

Dependent Not 

Pell Eligible

Independent 

Pell eligible

Independent 

Not Pell Eligible

# applicants

# students enrolled

average number of credits/hours 

attempted this award year

average number of credits/hours 

completed this award year

average GPA or other academic 

performance measure (SAP)

# students who completed a sufficient 

portion of their program to progress to 

the next year

# students who return to attempt the next 

year of the program the following year

# students who return to continue work 

on the same year of the program the 

following year

# students enrolled at another postsecondary the following year

# students who successfully completed 

their program this award year

Fourth Year or Beyond
Table 5B continued

Dependent Pell 

eligible

Dependent Not 

Pell Eligible

Independent 

Pell eligible

Independent 

Not Pell Eligible

# students earning bachelor's degree

# students earning associate's degree

# students earning undergraduate 

certificate (less than 2 year program)

# students earning graduate degree

# students earning non-degree graduate 

certificate

# with subsidized Direct Loans

Total $ subsidized Direct Loans

# with un-subsidized Direct Loans

Total $ un-subsidized Direct Loans

# PLUS Loans

Total $ PLUS 

# non-federal loans to parents

Total $ non-federal loans to parents

# non-federal loans to students

Total $ non-federal loans to students

# Pell Grants

Total $ Pell Grants

# Federal Work Study

Total $ Federal Work Study

# FSEOG

Total $ FSEOG

# state grants

Total $ state grants

# institution grants/scholarships

Total $ institution grants/ scholarships

Fourth Year or Beyond
1. Please provide a narrative 

description of your school's 

experiences implementing the 

experiment including a description 

of your CTP program itself. Did 

extending PLUS eligibility benefit 

any CTP students? If so, how? Did 

extending PLUS eligibility 

eligibility any students? If so how? 

open ended 

text

2. Enter award year for prior year 

data

First Year Second Year Third Year Fourth Year

Fifth or 

Higher Year

Students who received a Pell 

Students who did not receive a 

Pell Grant, but did receive other 

Title IV aid 

Students who completed a FAFSA, 

but did not receive any Title IV aid

Students who did not apply for 

federal financial aid

Reporting Template Experiment 7: Allowing 

PLUS Loans to the parents of students 

3. Counts of the number of students by type of Title IV aid and year in prior year

PRIOR YEAR DATA (only enter schools first year in experiment)

Year in CTP
Students who 

received a 

Pell Grant

Students who 

did not 

receive a Pell 

Grant, but 

did receive 

other Title IV 

aid 

Students who 

completed a 

FAFSA, but 

did not 

receive any 

Title IV aid

Students who 

did not apply 

for federal 

financial aid

average number of credits/hours 

attempted

average number of credits/hours 

completed

average GPA or other academic 

performance measure

# students completing entire year

# students returning subsequent 

year

# students completing program

# students earning credential

Students who 

received a 

Pell Grant

Students who 

did not 

receive a Pell 

Grant, but 

did receive 

other Title IV 

aid 

Students who 

completed a 

FAFSA, but 

did not 

receive any 

Title IV aid

Students who 

did not apply 

for federal 

financial aid

# non-federal loans to parents

Total $ non-federal loans to 

parents

# non-federal loans to students

Total $ non-federal loans to 

students

# Pell Grants

Total $ Pell Grants

# Federal Work Study

Total $ Federal Work Study

# FSEOG

Total $ FSEOG

4. Program outcome data by type of aid received in prior year

5. Financial Aid Detail by type of aid received prior year
# state grants

Total $ state grants

# institution grants/scholarships

Total $ institution 

grants/scholarships

Students who 

received a 

Pell Grant

Students who 

did not 

receive a Pell 

Grant, but 

did receive 

other Title IV 

aid 

Students who 

completed a 

FAFSA, but 

did not 

receive any 

Title IV aid

EFC 0

EFC 1 to 4,995* (* Pell threshold 

will need to be updated annually)

EFC 4,995* to 9,999

EFC 10,001 to 14,999

EFC 15,000 to 19,999

EFC 20,000 or greater

non-federal 

loans to 

parents

non-federal 

loans to 

students

Students who received a Pell 

Grant

Students who did not receive a 

Pell Grant, but did receive other 

Title IV aid 

Students who completed a FAFSA, 

but did not receive any Title IV aid

6. EFC distribution for each aid group in prior year

7. Cummulative debt of EXITING students prior year
8. Enter award year for 

experimental data being reported

First Year Second Year Third Year Fourth Year

Fifth or 

Higher Year

Students who received a Pell 

Grant and whose parents 

borrowed PLUS 

Students who did not receive a 

Pell Grant, but parents borrowed 

Students who received a Pell 

Grant, but parents did not borrow 

Students who did not receive a 

Pell Grant or PLUS, but did receive 

other Title IV aid 

Students who completed a FAFSA, 

but did not receive any Title IV aid

Students who did not apply for 

federal financial aid

Year in CTP

9. Counts of the number of students by type of Title IV aid and year in program

EXPERIMENT YEAR DATA (collected every year school participates in the experiment)
Students who 

received a 

Pell Grant 

and whose 

parents 

borrowed 

PLUS 

Students who 

did not 

receive a Pell 

Grant, but 

parents 

borrowed 

PLUS 

Students who 

received a 

Pell Grant, 

but parents 

did not 

borrow PLUS

Students who 

did not 

receive a Pell 

Grant or 

PLUS, but did 

receive other 

Title IV aid 

Students who 

completed a 

FAFSA, but 

did not 

receive any 

Title IV aid

Students who 

did not apply 

for federal 

financial aid

average number of credits/hours 

attempted

average number of credits/hours 

completed

average GPA or other academic 

performance measure

# students completing entire year

# students returning subsequent 

year

# students completing program

# students earning credential

10. Program outcome data by type of aid received 
Students who 

received a 

Pell Grant 

and whose 

parents 

borrowed 

PLUS 

Students who 

did not 

receive a Pell 

Grant, but 

parents 

borrowed 

PLUS 

Students who 

received a 

Pell Grant, 

but parents 

did not 

borrow PLUS

Students who 

did not 

receive a Pell 

Grant or 

PLUS, but did 

receive other 

Title IV aid 

Students who 

completed a 

FAFSA, but 

did not 

receive any 

Title IV aid

Students who 

did not apply 

for federal 

financial aid

# PLUS Loans

Total $ PLUS 

# non-federal loans to parents

Total $ non-federal loans to 

parents

# non-federal loans to students

Total $ non-federal loans to 

students

# Pell Grants

Total $ Pell Grants

# Federal Work Study

Total $ Federal Work Study

# FSEOG

Total $ FSEOG

# state grants

Total $ state grants

# institution grants/scholarships

Total $ institution 

grants/scholarships

11. Financial Aid Detail by type of aid received
Students who 

received a 

Pell Grant 

and whose 

parents 

borrowed 

PLUS 

Students who 

did not 

receive a Pell 

Grant, but 

parents 

borrowed 

PLUS 

Students who 

received a 

Pell Grant, 

but parents 

did not 

borrow PLUS

Students who 

did not 

receive a Pell 

Grant or 

PLUS, but did 

receive other 

Title IV aid 

Students who 

completed a 

FAFSA, but 

did not 

receive any 

Title IV aid

EFC 0

EFC 1 to 4,995* (* Pell threshold 

will need to be updated annually)

EFC 4,995* to 9,999

EFC 10,001 to 14,999

EFC 15,000 to 19,999

EFC 20,000 or greater

PLUS non-federal 

loans to 

parents

non-federal 

loans to 

students

Students who received a Pell 

Grant and whose parents 

borrowed PLUS 

Students who did not receive a 

Pell Grant, but parents borrowed 

PLUS 

Students who received a Pell 

Grant, but parents did not borrow 

PLUS

Students who did not receive a 

Pell Grant or PLUS, but did receive 

other Title IV aid 

Students who completed a FAFSA, 

but did not receive any Title IV aid

13. Cummulative debt of EXITING students only 2012-13

12. EFC distribution for each aid group
1. Please provide a narrative description of your 

school's experiences implementing the 

experiment including a short description of the 

CTP program itself. Did extending Title IV 

eligibility reduce any other public funding dually 

enrolled students would have been eligble for? 

If so, how? Did extending eligibility affect the 

secondary outcomes for participating students? 

If so how? Did extending eligibility affect the 

postsecondary outcomes for participating 

students? If so how?

open ended 

text

2. Enter award year for experimental data 

being reported

3. Data from dually enrolled students in transitional program by year in high school

Year in High School Count Number 

progressing to 

next 

secondary 

grade or 

graduating hs

Freshman

Sophomore

Junior

Senior

Reporting Template Experiment 8: Extending Title IV Eligibility 

to students with intellectual disabilities who are duallly 

enrolled in high school and CTP.
4. Post secondary outcomese by type of student by year in program

Number 

starting

Number 

continuing or 

successfully 

completing 

program

Non-dually enrolled first year students

 Pell eligible

 Not Pell eligible

Non-dually enrolled second year students

 Pell eligible

 Not Pell eligible

Non-dually enrolled third year students

 Pell eligible

 Not Pell eligible

Non-dually enrolled fourth year students

 Pell eligible

 Not Pell eligible

Non-dually enrolled 5th year plus students

 Pell eligible

 Not Pell eligible

Dually enrolled HS Freshman

 Pell eligible

 Not Pell eligible

Duallly enrolled HS Sophomore

 Pell eligible

 Not Pell eligible

Dually enrolled HS Junior

 Pell eligible

 Not Pell eligible

Dually enrolled HS Senior

 Pell eligible

 Not Pell eligible
5. Financial Aid Data by Type of Student 

Number with 

Pell Grants

Total Pell 

Disbursed

Number with 

FWS

Total FWS 

Disbursed

Number with 

FSEOG

Total FSEOG 

disbursed

Non-dually enrolled first year students

 Pell eligible

 Not Pell eligible NA NA

Non-dually enrolled second year students

 Pell eligible

 Not Pell eligible NA NA

Non-dually enrolled third year students

 Pell eligible

 Not Pell eligible NA NA

Non-dually enrolled fourth year students

 Pell eligible

 Not Pell eligible NA NA

Non-dually enrolled fifth and beyond year 

students

 Pell eligible

 Not Pell eligible NA NA

Dually enrolled HS Freshman

 Pell eligible

 Not Pell eligible NA NA

Duallly enrolled HS Sophomore

 Pell eligible

 Not Pell eligible NA NA

Dually enrolled HS Junior

 Pell eligible

 Not Pell eligible NA NA

Dually enrolled HS Senior

 Pell eligible

 Not Pell eligible NA NA
6. Outcome at the end of reporting year by type 

of student and cohort

Count Completed 

High School

Completed 

CTP

Gainfully 

employed 

within 1 year 

of leaving 

program

School's first year in experiment

 HS Freshman

 HS Sophomore

 HS Junior

 HS Senior

 Non-dually enrolled first year student

 Non-dually enrolled second year student

 Non-dually enrolled third year student

 Non-dually enrolled fourth year student

 Non-dually enrolled 5th year plus student

School's second year in experiment

 HS Freshman

 HS Sophomore

 HS Junior

 HS Senior

 Non-dually enrolled first year student

 Non-dually enrolled second year student

 Non-dually enrolled third year student

 Non-dually enrolled fourth year student

 Non-dually enrolled 5th year plus student

School's third year in experiment, etc.