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
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 [survey reference date], how many UB participants were enrolled in this Upward 

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

 8

th grade UB participants

 9

th grade UB participants

 10th grade UB participants

 11th grade UB participants

 12th grade UB participants

Q4. As of [survey reference date], how many active target schools were you working with 

through your grant? 

_____ Number of Schools

Q4a. And just to confirm, your active target schools are...(MARK ALL THAT APPLY)

1 Rural

2 Urban

3 Suburban

Q5. Is the host institution for this Upward Bound project a...

1 2-year institution

2 4-year institution

3 Community-based non-profit organization

4 Something else, (specify:_________________)

Q6. How many years has this Upward Bound project been serving UB participants?

_____ Number of Years

Q7. As of [survey reference date] how many full time permanent staff did you have?

_____ Number of Full-Time Staff

Q8. As of [survey reference date], how many part-time permanent staff did you have?

____ Number of Part-Time Staff

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

Bound.

General Information
3

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. 

Student Participation

A1. To get started, we’d like to get details on who is offered academic tutoring, how much 

time is available for UB participants to spend in tutoring, and what percentage 

participates regularly.

First, is participation in academic tutoring...

1 Mandatory for all UB participants, regardless of academic standing

2 Mandatory for some UB participants (for example, those not achieving certain 

grades in specific subjects or falling below a specific GPA or failing to pass statemandated assessments)

3 Voluntary for all UB participants

A2. Was academic tutoring offered during the 2012 summer program?

1 Yes

2 No

A3. For each grade that you serve, please answer all questions for that particular grade. 

Academic Tutoring

2012-2013 School Year 2012 Summer Program

Grade

Select all grades 

that are offered 

tutoring.

Hours

On average, how 

many hours per 

week are tutoring

services available?

Percentage

What % of UB 

participants 

participate 

regularly in 

tutorials (i.e. 

attend most weeks 

it’s available)?

(Show If A2=1)

Hours

On average, how 

many hours per 

week were 

tutoring services 

available?

(Show If A2=1)

Percentage

What % of UB 

participants 

participated 

regularly in 

tutorials?

a. 8

th ______hrs/wk ͟ % of 8th graders ______hrs/wk ͟ % of 8th graders

b. 9

th ______hrs/wk ͟ % of 9th graders ______hrs/wk ͟ % of 9th graders

c. 10th ______hrs/wk ͟ % of 10th graders ______hrs/wk ͟ % of 10th graders

d. 11th ______hrs/wk ͟ % of 11 graders ______hrs/wk ͟ % of 11 graders

e. 12th ______hrs/wk ͟ % of 12th graders ______hrs/wk ͟ % of 12th graders

Academic Tutoring
4

A2. 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 tutorials 

are offered.

(all that apply)

Which is used

most commonly?

(select one)

(Show if A2=1)

Types of settings 

in which tutorials 

were offered.

(all that apply)

(Show if A2=1)

Which was used

most commonly?

(select one)

a. Tutoring in a group setting?

b. One-on-one tutoring?

c. Peer tutoring?

d. On-line tutoring?

A3. How do/did you determine the intensity of the academic tutoring offered?

2012-2013 School Year 2012 Summer Program

Used to 

determine the 

intensity of 

academic 

tutoring.

(all that apply)

Which is used 

most

commonly?

(select one)

(Show if A2=1)

Used to 

determine the 

intensity of 

academic 

tutoring 

(all that apply)

(Show if A2=1)

Which was used 

most

commonly?

(select one)

a. School records (progress 

reports, report cards, test 

scores)?

b. Teacher referrals?

c. Counselor referrals?

d. Parents provide input on 

student needs?

e. UB participants express 

their needs?

f. UB participants are assessed 

to identify areas that need 

strengthening?

g. All UB participants are 

offered the same intensity 

of academic tutoring?

h. Some other way, SPECIFY?
5

A4. How do/did you track progress in academic tutoring?

2012-2013 School Year 2012 Summer Program

Used to track 

student 

progress.

(all that apply)

Which is used 

most commonly

to track student 

progress?

(select one)

(Show if A2=1)

Used to track 

student 

progress.

(all that apply)

(Show if A2=1)

Which was used 

most

commonly?

(select one)

a. Review of grades?

b. Feedback requested from 

teachers?

c. Formative assessment 

conducted (pre and post)?

d. Other, SPECIFY?

e. Not Tracked

Tutoring Staff

A5a. Please indicate the type of staff that provide(d) academic tutoring.

2012-2013 School Year 2012 Summer Program

Select any that 

describes your 

tutoring staff.

(all that apply)

Which group is 

most common

among the 

tutoring staff?

(select one)

(Show if A2=1)

Select any that 

described your 

tutoring staff.

(all that apply)

(Show if A2=1)

Which group was

most common

among the 

tutoring staff?

(select one)

a. Volunteers

b. Paid, full-time UB staff

c. Paid, part-time UB staff

A5b. What is/was the educational background of your tutors?

2012-2013 School Year 2012 Summer Program

What is the most common

educational background of 

tutors?

(select one)

(Show if A2=1)

What was the most common

educational background of tutors?

(select one)

a. Current high school student

b. Current college student

c. College graduate - Associate’s 

Degree

d. College graduate - Bachelor’s 

Degree

e. College graduate - Graduate 

degree (e.g., Master’s Degree 

or Ph.D.)
6

IF A5b_a is selected in Column B, skip to A5d.

A5c. Please indicate the most common primary occupation of your typical tutor.

2012-2013 School Year 2012 Summer Program

What is the most common

primary occupation among the 

tutors?

(select one)

(Show if A2=1)

What was the most common

primary occupation among the

tutors?

(select one)

a. Student

b. High school teacher

c. Other school staff

d. College professor

e. Other staff employed by the 

host institution

f. Other, SPECIFY

A5d. Does your Upward Bound project provide formal training and/or support services for

the tutors? By formal training, we mean training that uses a standardized set of

training materials, offered by a trainer that is following a standardized plan, to ensure

that all trainees receive the same training.

 1 Yes 

2 No

Providing Academic Tutoring

A6a. Please indicate where UB participants most commonly receive(d) tutoring services.

2012-2013 School Year 2012 Summer Program

Where do UB participants most 

commonly receive tutoring 

services?

(select one)

(Show if A2=1)

Where did UB participants most

commonly receive tutoring 

services?

(select one)

a. At the Upward Bound project office

b. At the host intuition, away from the 

Upward Bound project office

c. At a local college or university (not the 

host institution)

At the target schools

At a local library/auditorium

f. At a local community center (e.g.,the 

YMCA, Boys and Girls Club)

g. Virtual tutoring (i.e., on-line tutoring)

h. Other, Specify ___________________
7

A6b. Is transportation provided to the tutoring service?

1 (Show if A2=1) Yes, during the summer only

2 Yes, during the school year only

3 (Show if A2=1) Yes, during the summer and school year

4 No, not at all

5 N/A

A6c. Please indicate when UB participants most commonly receive academic tutoring.

When do UB participants most commonly receive

tutoring services during the 2012-2013 school year?

(all that apply)

a. During the week, before school starts

b. During the week, during the school day

c. During the week, after school

d. On Saturdays

e. Other, Specify

A7. Please indicate how time is/was spent during academic tutoring hours in general.

2012-2013 School Year 2012 Summer Program

Select if academic 

tutoring time is 

used for any of 

the following.

(all that apply)

Primary way UB 

participants spend 

their time in 

academic 

tutoring.

(select one)

(Show if A2=1)

Select if academic 

tutoring time was 

used for any of 

the following.

(all that apply)

(Show if A2=1)

Primary way UB 

participants spent

their time in 

academic 

tutoring.

(select one)

a. Homework help

b. Time management skills

c. Help with study skills

d. Help with school 

projects or papers

e. Some other way, Specify
8

A8. What kinds of technology are used as a part of the academic tutoring services?

Select the kinds of 

technology you use.

(all that apply)

Which is used

most often?

(select one)

a. Specialized software or electronic content (e.g. learning management 

system, online tutoring software, graphing program for mathematics, 

e-books)

b. Live online discussion (e.g., chat room)

c. Online messaging (i.e., instant messaging or IM)

d. Email

e. Online discussion board or message board

f. Online collaborative workspaces (e.g., wikis, course blogs)

g. Text messaging (by phone)

h. Video-conference

i. Other, Specify_______

A8b. How do you use technology as a part of the tutoring services?

Select how you use 

technology.

(all that apply)

Which is used most 

often?

(select one)

a. To communicate with tutoring participants

b. To provide distance/online services 

c. To individualize tutoring instruction

d. To allow participants to access tutoring services on their 

own schedules

e. To monitor progress of tutoring participants

f. To provide tutoring services to a specific group of UB 

participants (e.g., hearing impaired UB participants)

g. To reduce the cost of providing tutoring services

h. Some other way, SPECIFY

A9. Do you offer stipends to UB participants for participating in tutoring services?

1 Yes

2 No
9

Challenges

A10. What major challenges do you face that affect your ability to implement your academic 

tutoring services as desired? 

Major challenges faced.

(all that apply)

(Show if more than one challenge 

is selected in Column B)

Greatest challenge faced.

(select one)

a. Hiring and retaining capable staff to 

provide tutoring services

b. Getting UB participants to show up for

tutoring

c. Identifying struggling UB participants

who need tutoring

d. Obtaining space or facilities to conduct 

tutoring services

e. Having sufficient time with UB 

participants

f. Other, Specify______

 Do not face any challenges
10

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.

Student Participation

B1. First, please complete the table below to indicate what subjects are offered to which

grades and when—by your Upward Bound project. Please also tell us if the courses are 

offered for: high school credit, college credit, remediation, support, or enrichment. 

Select all that apply for each subject.

Indicate which grades are 

offered academic 

courses.

Indicate if 

courses are 

offered during 

the school year 

and/or summer.

Indicate if the 

course can be 

taken for high 

school and/or 

college credit.

Select the purpose for offering 

the course.

Subject

8

th 9th 10th 11th 12th School 

Year

Summer High 

School 

Course 

Credit

College 

Course 

Credit

Remediation Support Enrichment

ENGLISH/LANGUAGE ARTS

a. Writing/Composition ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐

b. Reading 

Comprehension 

and Vocabulary

☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐

c. Literature ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐

d. Foreign Language ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐

e. English as a Second 

Language ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐

f. Other (Specify_____) ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐

MATHEMATICS

g. Pre-Algebra ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐

h. Algebra I ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐

i. Algebra II ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐

j. Geometry ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐

k. Statistics/Probability ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐

l. Pre-Calculus ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐

m. Calculus ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐

n. Other (Specify_____) ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐

SCIENCES

o. Physics ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐

p. Biology ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐

q. Chemistry ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐

r. Earth Science ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐

s. Other (Specify_____) ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐

OTHER ELECTIVES

t. Other 

(Specify:_____) ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐

u. Other 

(Specify:_____) ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐

v. Other (Specify: 

_____) ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐

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

summer)

Academic Coursework
11

(Show questions about the summer, if Summer=Yes)

B2. Is participation in courses mandatory....

1 During the summer only?

2 During the school year only?

3 During the summer and school year?

B3. Now, we’d like to get details on who participates in academic courses, how much time 

these UB participants spend in the courses, and what percentage participates regularly.

For each grade that you serve, please answer all questions for that particular grade. 

Academic Courses

2012-2013 School Year 2012 Summer Program

Grade

Select all 

grades that 

are allowed 

to take 

academic 

courses.

(Show if SchlYr=Yes)

Hours

On average, how 

many hours per 

week are academic 

courses available?

(Show if SchlYr=Yes)

Percentage

What % of the UB 

participants 

participate regularly 

in courses (i.e. 

attend courses

most weeks that 

they are available)?

Hours

On average, how 

many hours per 

week were 

academic courses

available?

Percentage

What % of the UB 

participants 

participated

regularly in

courses?

a. 8

th ______hrs/wk ͟ % of 8th graders ______hrs/wk ͟ % of 8th graders

b. 9

th ______hrs/wk ͟ % of 9th graders ______hrs/wk ͟ % of 9th graders

c. 10th ______hrs/wk ͟ % of 10th graders ______hrs/wk ͟ % of 10th graders

d. 11th ______hrs/wk ͟ % of 11 graders ______hrs/wk ͟ % of 11 graders

e. 12th ______hrs/wk ͟ % of 12th graders ______hrs/wk ͟ % of 12th graders

B4. Please indicate how you determine what courses UB participants take.

2012-2013 School Year 2012 Summer Program

(Show if SchlYr=Yes)

Used to determine 

the courses taken.

(all that apply)

(Show if 

SchlYr=Yes)

Which is most 

commonly used?

(select one)

Used to 

determine the 

courses UB 

participants 

took.

(all that apply)

Which was 

most 

commonly

used?

(select one)

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
12

g. Parents’ input about student 

needs

h. Student input about their needs 

or interests

i. UB participants’ plans for future 

course enrollments

Academic Courses Staff

B5. Please describe the staff that teaches the academic courses.

Providing Academic Courses

B6a. Please indicate where most UB participants attend(ed) academic courses.

2012-2013 School Year 2012 Summer Program

(Show if SchlYr=Yes)

Where do UB participants most 

commonly attend academic

courses?

(select one)

Where did UB participants most

commonly attend academic 

courses?

(select one)

a. At the host intuition

b. At a local college or university (not 

the host institution)

c. At the target schools

d. At a local library/auditorium

e. At a local community center (e.g., 

the YMCA, Boys and Girls Club)

f. Virtual courses (i.e., on-line 

courses)

g. Other, Specify _____

2012-2013 School Year 2012 Summer Program

Select any that 

describe your 

course 

instructors.

(all that apply)

Which group is 

most common

among course 

instructors.

(select one)

(Show if B2=1)

Select any 

that described 

your course 

instructors.

(all that 

apply)

(Show if B2=1)

Which group 

was most 

common

among course 

instructors?

(select one)

a. Faculty/staff from host institution?

b. Faculty/staff from a post-secondary 

institution other than the host 

institution?

c. K-12 school teacher from target 

school?

d. K-12 school teacher, not from target 

school?

e. Graduate UB participants?

f. Other (Specify:__)?
13

B6b. Is/was transportation provided to the courses?

1 Yes, during the summer only

2 (Show if SchlYr=Yes) Yes, during the school year only

3 (Show if SchlYr=Yes) Yes, during the summer and school year

4 No, not at all

5 N/A

Show B7 if SchlYr=Yes, else skip to B8.

B7. Please indicate when UB participants most commonly take academic courses.

When do UB participants most commonly take academic 

courses during the 2012-2013 school year?

(select all that apply)

a. During the week, before school starts

b. During the week, during the school day

c. During the week, after school

d. On Saturdays

e. Other, Specify

B8. Select which methods of instruction are/were used when delivering UB coursework.

(Show if 

SchlYr=Yes)

Methods used 

to offer 

courses.

(all that apply)

(Show if SchlYr=Yes)

Method used most

commonly by UB 

participants

attending courses.

(select one)

Methods used 

to offer 

courses.

(all that

apply)

Method used 

most commonly

by UB participants

attending 

courses.

(select one)

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:______)

B9a What kinds of technology are used as a part of the academic course offerings?

Select the kinds of 

technology you use.

(all that apply)

Which is used most 

often?

(select one)
14

a. Specialized software or electronic content (e.g. learning 

management system, online curricula, graphing program 

for mathematics, e-books)

b. Live online discussion (e.g., chat room)

c. Online messaging (i.e., instant messaging or IM)

d. Email

e. Online discussion board or message board

f. Online collaborative workspaces (e.g., wikis, course blogs)

g. Text messaging (by phone)

h. Video-conference

i. Other, Specify_______

B9b. How do you use technology as a part of offering academic courses?

Select how you use 

technology.

(all that apply)

Which is used most 

often?

(select one)

a. To communicate with participants taking academic courses

b. To facilitate communication between UB participants about 

their coursework

c. To provide distance/online services 

d. To allow participants to access course materials on their 

own schedules

e. To monitor progress of UB participants in their Upward

Bound coursework 

f. To provide academic instruction to a specific group

of participants (e.g., hearing impaired UB participants)

g. To reduce the cost of providing tutoring services

h. Some other way, SPECIFY

Challenges

B10. What major challenges do you face that affect your ability to provide academic courses 

as desired? 

Major challenges faced.

(all that apply)

(Show if more than one challenge 

is selected in Column B)

Greatest challenge faced.

(select one)

a. Hiring and retaining capable staff to teach 

courses

b. Getting UB participants to show up for the 

courses

c. Identifying struggling UB participants who 

need to take the academic course offerings
15

d. Obtaining space or facilities to conduct 

courses

e. Having sufficient time with UB participants

f. Other, Specify

 Do not face any challenges

The questions in this section focus on how you provide academic advising to Upward Bound

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

Student Participation

C1. We’d like to get details on who is offered academic advising, how many hours of 

academic advising is available, and what percentage of UB participants participate 

regularly.

First, is participation in academic advising...

1 Mandatory for all UB participants, regardless of academic standing

2 Mandatory for some UB participants (for example, those not achieving certain 

grades in specific subjects, falling below a specific GPA or failing to pass statemandated assessments) 

3 Voluntary for all UB participants

C2. Was academic advising offered during the summer program?

1 Yes

2 No

C3. For each grade that you serve, please answer all questions for that particular grade. 

Academic Advising

2012-2013 School Year 2012 Summer Program

Grade

Select all grades 

that are offered 

advising.

Hours

On average, how 

many hours per 

week are academic 

advising services 

available?

Percentage

What % of the UB 

participants in each 

grade participate 

regularly in

academic (i.e. attend 

advising most weeks

available)?

(Show If C2=1)

Hours

On average, how 

many hours per 

week were 

academic 

advising services 

available?

(Show If C2=1)

Percentage

What % of the UB 

participants in 

each grade 

participated 

regularly in

academic advising?

a. 8

th ______hrs/wk ͟ % of 8th graders ______hrs/wk ͟ % of 8th graders

Academic Advising
16

b. 9

th ______hrs/wk ͟ % of 9th graders ______hrs/wk ͟ % of 9th graders

c. 10th ______hrs/wk ͟ % of 10th graders ______hrs/wk ͟ % of 10th graders

d. 11th ______hrs/wk ͟ % of 11 graders ______hrs/wk ͟ % of 11 graders

e. 12th ______hrs/wk ͟ % of 12th graders ______hrs/wk ͟ % of 12th graders

C4. Select which methods of delivery are/were used when providing academic?

2012-2013 School Year 2012 Summer Program

Types of settings in 

which advising is

offered.

(all that apply)

Which settings do 

UB participants

most commonly

receive advising in?

(select one)

(Show if C2=1)

Types of settings 

in which 

advising was

offered.

(all that apply)

(Show if C2=1)

Which setting did UB 

participants most 

commonly received 

advising in?

(select one)

a. Advising in a group 

setting?

b. One-on-one 

advising?

c. Peer advising?

d. Workshops focused 

on course 

selections?

C5. How do you determine the focus of the academic advising offered?

2012-2013 School Year 2012 Summer Program

Used to 

determine the 

focus of academic 

advising.

(all that apply)

Which is used 

most

commonly?

(select one)

(Show if C2=1)

Used to determine 

the focus of 

academic advising.

(all that apply)

(Show if C2=1)

Which was 

used most

commonly?

(select one)

a. School records (progress reports, 

report cards, test scores)?

b. Teacher referrals?

c. Counselor referrals?

d. Parents provide input on student 

needs?

e. UB participants express their 

needs?

f. Some other way, SPECIFY?
17

Advising Staff

C6a. Please indicate the type of staff you have to provide academic advising.

2012-2013 School Year 2012 Summer Program

Select any that 

describes your 

advising staff.

(all that apply)

Which group is 

most common

among advising

staff?

(select one)

(Show if C2=1)

Select any that 

described your 

advising staff.

(all that apply)

(Show if C2=1)

Which is most 

common among 

advising staff?

(select one)

a. Volunteers

b. Paid, full-time UB staff

c. Paid, part-time UB staff

C6b. Please indicate the educational background of the staff providing academic advising.

2012-2013 School Year 2012 Summer Program

What is the most common

educational background among

advising staff?

(select one)

(Show if C2=1)

What was the most common

educational background among

advising staff?

(select one)

a. Current high school student

b. Current college student

c. College graduate - Associate’s Degree

d. College graduate - Bachelor’s Degree

e. College graduate - Graduate degree 

(e.g., Master’s Degree or Ph.D.)

If C6b_a is selected in column B, Skip to C6d

C6c. Please indicate the primary occupation of the staff providing academic advising.

2012-2013 School Year 2012 Summer Program

What is the most common primary 

occupation among the advisors?

(select one)

(Show if C2=1)

What is the most common primary 

occupation among the advisors

during the 2012 summer program?

(select one)

a. Student

b. High school teacher

c. Other school staff

d. College professor

e. Other staff employed by the host 

institution

f. Other, SPECIFY

C6d. Does your Upward Bound project provide formal training and/or support services for

the academic advisors? By formal training, we mean training that uses a standardized
18

set of training materials, offered by a trainer that is following a standardized plan, to

ensure that all trainees receive the same training.

 1 Yes 

2 No

Providing Academic Advising

C7a. Where do/did UB participants most commonly receive academic advising services?

2012-2013 School Year 2012 Summer Program

Where do UB participants 

most commonly receive 

advising services?

(select one)

(Show if C2=1)

Where do UB participants 

most commonly receive 

advising services?

(select one)

a. At the Upward Bound project office

b. At the host intuition, away

 from the Upward Bound project office

c. At a local college or university (not the host

 institution)

d. At the target schools

e. At a local library/auditorium

f. At a local community center (e.g., the YMCA,

Boys and Girls Club)

g. Virtual advising (i.e., on-line advising)

h. Other, Specify ___________________

C7b. Is transportation provided to the advising service?

1 Yes, during the summer only (Show if C2=1)

2 Yes <<Show if C2=1, during the school year only>>

3 Yes, during the summer and school year (Show if C2=1)

4 No, not at all

5 N/A

C7c. When do UB participants most commonly receive academic advising?

When do UB participants most commonly receive

advising services during the 2012-2013 school year?

(all that apply)

a. During the week, before school starts

b. During the week, during the school day

c. During the week, after school

d. On Saturdays

e. Other, Specify

C8. Please indicate how UB participants spend their academic advising time.

2012-2013 School Year 2012 Summer Program
19

Select if 

academic 

advising time is 

used for any of 

the following.

(all that apply)

Please indicate the 

primary way UB 

participants spend 

their time in 

academic advising.

(select one)

(Show if C2=1)

Select if academic 

advising time was 

used for any of 

the following.

(all that apply)

(Show if C2=1)

Please indicate the 

primary way UB 

participants spent 

their time in 

academic advising.

(select one)

a. To advise UB 

participants on high

school graduation 

requirements.

b. To advise UB 

participants on college 

entrance requirements 

or a recommended 

college preparatory 

curriculum.

c. To help UB participants 

develop and track 

academic goals.

d. To help UB participants 

plan their time spent 

participating in UB 

activities.

e. To help UB participants 

with non-academic 

issues that are affecting 

their school

performance (i.e., family 

issues, health issues).

f. Some other way, Specify 

_______

C9a. What kinds of technology are used as a part of the academic advising?

Select the kinds of 

technology you use.

(all that apply)

Which is used most 

often?

(select one)

a. Specialized software or electronic content (e.g. an online 

high school course planner that tracks student progress 

towards meeting university entrance requirements)

b. Online messaging (i.e., instant messaging or IM)

c. Email

d. Text messaging (by phone)

e. Video-conference

f. Other, Specify_______
20

C9b. How do you use technology as a part of offering academic courses?

Select how you use 

technology.

(all that apply)

Which is used most 

often?

(select one)

a. To communicate with participants about your program’s 

academic advising services

b. To provide distance/online academic advising 

c. To provide more individualized advising

d. To allow participants to obtain advising on their own 

schedules

e. To monitor UB participants’ course selections

f. To provide advising services to a specific group of UB

participants (e.g., hearing impaired UB participants)

g. To reduce the cost of providing tutoring services

h. Some other way, SPECIFY

C10. Do you offer stipends to UB participants for participating in advising services?

1 Yes

2 No

Challenges

C11. What major challenges do you face that affect your ability to implement your academic 

advising services as desired? 

Major challenges faced.

(all that apply)

(Show if more than one challenge 

is selected in Column B)

Greatest challenge faced.

(select one)

a. Hiring and retaining capable staff to 

provide advising services

b. Getting UB participants to show up for

academic advising

c. Providing transportation to make this 

service accessible

d. Persuading UB participants to take the 

courses they need for college admission.

 Do not face any challenges

Next, we would like to learn more about your college entrance exam preparation services 

provided during the 2012-2013 school year and the 2012 summer program. 

College Entrance Exam Prep
21

Student Participation

D1. We’d like to get details on who is offered college entrance exam prep activities, how 

much time is available for these activities, and what percentage participates regularly.

First, is participation in college exam preparation...

1 Mandatory for all UB participants

2 Mandatory for some UB participants (for example, those not achieving certain 

grades in specific subjects, falling below a specific GPA or failing to pass statemandated assessments) 

3 Voluntary for all UB participants

D2. Is college exam prep offered during the summer program?

1 Yes

2 No

D3. For each grade that you serve, please answer all questions for that particular grade. 

College Exam Prep

2012-2013 School Year 2012 Summer Program

Grade

Select all 

grades that 

are offered 

college 

exam prep.

Hours

On average, how 

many hours in 

the school year

are college exam 

prep services 

available?

Percentage

What % of the UB 

participants in each 

grade participate 

regularly in college 

exam prep (i.e. attend 

most weeks available)?

(Show If D2=1)

Hours

On average, how 

many hours were 

college exam prep

services available?

(Show If D2=1)

Percentage

What % of the UB 

participants in each 

grade participated 

regularly in college 

exam prep?

a. 8

th ____hrs/yr ͟ % of 8th graders ___hrs/summer ͟ % of 8th graders

b. 9

th ____hrs/yr ͟ % of 9th graders ___hrs/ summer ͟ % of 9th graders

c. 10th ____hrs/yr ͟ % of 10th graders ___hrs/ summer ͟ % of 10th graders

d. 11th ____hrs/yr ͟ % of 11 graders ___hrs/ summer ͟ % of 11 graders

e. 12th ____hrs/yr ͟ % of 12th graders ___hrs/ summer ͟ % of 12th graders

D4. 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)

Which setting 

is most 

commonly

used?

(select one)

(Show if D2=1)

Types of settings in 

which college exam 

prep services were 

offered.

(all that apply)

(Show if D2=1)

Which setting was

most commonly

used?

(select one)

a. College exam prep in 

a group setting?

b. One-on-one college 

exam prep services?
22

c. On-line college exam 

prep services?

D5. Please indicate how progress in college exam prep is monitored and tracked.

2012-2013 School Year 2012 Summer Program

Used to track 

student progress

in college exam 

prep.

(all that apply)

Which is used most 

commonly to track 

student progress in 

college exam prep?

(select one)

(Show if D2=1)

Used to track 

student progress 

in college exam 

prep.

(all that apply)

(Show if D2=1)

Which was used most 

commonly to track 

student progress in 

college exam prep?

(select one)

a. By reviewing scores 

on practice tests.

b. Other, SPECIFY

c. Not Tracked

College Exam Prep Staff

D6a. Please indicate who provides the college exam prep services.

2012-2013 School Year 2012 Summer Program

Select any that 

describe your

college exam prep 

staff.

(all that apply)

Which group is most 

common among the 

staff providing 

college exam prep?

(select one)

(Show if D2=1)

Select any that 

describe your

college exam 

prep staff.

(all that apply)

(Show if D2=1)

Which group was most 

common among the 

staff providing college 

exam prep services?

(select one)

a. Volunteers

b. Paid, full-time UB staff

c. Paid, part-time UB staff

d. Third-party entity

Skip to D8a if D6_d is selected.

D6b. What is/was the most common educational background among the staff proving the

college exam prep services?

2012-2013 School Year 2012 Summer Program

What is the most common

educational background of 

the college exam prep staff?

(select one)

(Show if D2=1)

What was the most common

educational background of the 

college exam prep staff?

(select one)

a. Current high school student

b. Current college student

c. College graduate - Associate’s Degree

d. College graduate - Bachelor’s Degree

e. College graduate - Graduate degree 

(e.g., Master’s Degree or Ph.D.)
23

IF D6b_a is selected in Column B, Skip to D6d

D6c. Please indicate the current occupation of most of the college exam prep staff.

2012-2013 School Year 2012 Summer Program

What is the most common

primary occupation among 

the college exam prep staff?

(select one)

(Show if D2=1)

What was the most common

primary occupation among 

the college exam prep staff?

(select one)

a. Student

b. High school teacher

c. Other school staff

d. College professor

e. Other staff employed by the host institution

f. Other, SPECIFY

D6d. Does your Upward Bound project provide formal training and/or support services for

the college exam prep staff?. By formal training, we mean training that uses a

standardized set of training materials, offered by a trainer that is following a

standardized plan, to ensure that all trainees receive the same training.

 1 Yes 

2 No

Providing College Exam Prep Services

D7a. Please indicate where most of the college exam prep services are provided.

2012-2013 School Year 2012 Summer Program

Where do UB participants 

most commonly receive 

college exam prep services?

(select one)

(Show if D2=1)

Where did UB participants 

most commonly receive

college exam prep services?

(select one)

a. At the Upward Bound project office

b. At the host intuition, away

 from the Upward Bound project office

c. At a local college or university (not the host

 institution)

d. At the target schools

e. At a local library/auditorium

f. At a local community center (e.g., the YMCA, 

Boys and Girls Club)

g. Virtual testing (i.e., on-line exam prep)

h. Other, Specify ___________________

D7b. Is transportation provided to the college exam prep services?

1 (Show if D2=1) Yes, during the summer only

2 Yes, during the school year only
24

3 (Show if D2=1) Yes, during the summer and school year

4 No, not at all

5 N/A

D7c. Please indicate when most UB participants receive(d) college exam prep services.

When do UB participants most commonly receive college 

exam prep services during the 2012-2013 school year?

(all that apply)

a. During the week, before school starts

b. During the week, during the school day

c. During the week, after school

d. On Saturdays

e. Other, Specify

D8a. Please indicate how time is spent during the college exam prep services offered.

2012-2013 School Year 2012 Summer Program

Select if college 

exam prep time is 

used for any of 

the following.

(all that apply)

Indicate the 

primary way UB 

participants spend 

their time in 

college exam prep 

services.

(select one)

(Show if D2=1)

Select if college 

exam prep time 

was used for any of 

the following.

(all that apply)

(Show if D2=1)

Indicate the primary

way UB participants

spent their time in 

college exam prep 

services.

(select one)

a. Test taking skills

b. Managing and coping 

with test-related 

stress/anxiety

c. Learning the 

structure of the tests

d. Learning how tests 

are scored

e. Subject specific test 

prep

f. Some other way, 

Specify___

D8b. 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)

(Show if D2=1)

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
25

e. Calculators

f. Some other way, Specify___

D9a. What kinds of technology are most often used as a part of the college exam prep 

services?

Select the kinds of 

technology you use.

(all that apply)

Which is used most 

often?

(select one)

a. Specialized software or electronic content (e.g. online 

software offered by test developers)

b. Live online discussion (e.g., chat room)

c. Online messaging (i.e., instant messaging or IM)

d. Email

e. Online discussion board or message board

f. Online collaborative workspaces (e.g., wikis, blogs)

g. Text messaging (by phone)

h. Video-conference

i. Other, Specify_______

D9b. How do you use technology as a part the college exam prep services provided?

Select how you use 

technology.

(all that apply)

Which is used most 

often?

(select one)

a. To communicate with participants that are preparing to take 

college entrance exams

b. To facilitate communication between UB participants who 

are preparing for college entrance exams

c. To provide distance/online test preparation services 

d. To provide individualized test preparation 

e. To allow participants to access course materials on their 

own schedules

f. To monitor progress of UB participants in preparing for 

college entrance exams 

g. To provide test preparation services to a specific group of 

UB participants (e.g., hearing impaired UB participants)

h. To reduce the cost of providing test preparation services

i. Some other way, SPECIFY

D10. Do you offer stipends to UB participants for participating in college exam prep services?

1 Yes

2 No

Challenges

D11. What major challenges do you face that affect your ability to implement your college 

exam prep services as desired? 

Major challenges faced.

(all that apply)

(Show if more than one challenge 

is selected in Column B)
26

Greatest challenge faced.

(select one)

a. Hiring and retaining capable staff to 

provide college exam prep services.

b. Getting UB participants to show up for 

college exam prep services

c. Identifying struggling UB participants who 

need intense college exam prep services

d. Getting UB participants to sign up for 

college exam prep services

e. Having sufficient time with UB 

participants to prepare for college entrance 

exams

f. Other, Specify

 Do not face any challenges

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. 

Student Participation

E1. We’d like to get details on who is offered the opportunity to participate in college visit 

trips, how many trips are offered, and what percentage participates regularly.

First, is participation in college visit trips...

1 Mandatory for all students

2 Voluntary for all students

3 Contingent upon specific selection criteria

E2. Are college visit trips offered... Select all that apply

1 During the school year 

2 During the summer 

E3. Now, for each grade that you serve, please answer all questions for that particular 

grade. 

College Exposure

2012-2013 School Year 2012 Summer Program

Grade

Select all 

grades 

Number of Trips

On average, how 

(Show If E2=1)

Percentage

What % of the UB 

Number of Trips

On average, how 

(Show If E2=2)

Percentage

What % of the UB 

College Exposure
27

that are 

offered 

college 

visit trips.

many trips per 

year are offered?

participants in each grade 

participate regularly in

college visits (i.e. attend 

most weeks available)?

many trips per 

year are offered?

participants in each 

grade participated 

regularly in college 

visits?

a. 8

th

____Trips/year ͟ % of 8th graders ____Trips/year ͟ % of 8th graders

b. 9

th

____Trips/year ͟ % of 9th graders ____Trips/year ͟ % of 9th graders

c. 10th____Trips/year ͟ % of 10th graders ____Trips/year ͟ % of 10th graders

d. 11th____Trips/year ͟ % of 11 graders ____Trips/year ͟ % of 11 graders

e. 12th____Trips/year ͟ % of 12th graders ____Trips/year ͟ % of 12th graders

Ask E4 if E1=3, Else Skip to E5

E4. 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 can attend)

7 Some other way, SPECIFY _______________________________

8 No specific requirements. Available to all UB participants

E5. 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____________________________

E6. Who travels with the UB participants on the college visit trips? 

Select all that apply.

1 Paid permanent Upward Bound staff

2 Temporary Upward Bound staff (e.g., summer staffers)

3 Volunteers

4 Parents

5 Someone else, SPECIFY ________________________________

Providing College Exposure

E7. Do you offer information sessions for UB participants and parents regarding college

choices and selections? 

 1 Yes (GO TO E7a)

2 No (GO TO E8)
28

E7a. Are the information sessions offered in languages other than English?

 1 Yes 

2 No 

E8. 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 option is most 

commonly attended by UB 

participants?

(select one)

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. Other, Specify

E9a. What kinds of technology are used as a part of the college exposures services ?

Select the kinds of 

technology you use.

(all that apply)

Which is used most 

often?

(select one)

a. Specialized software or electronic content (e.g. online 

software to match UB participants to colleges)

b. Live online discussion (e.g., chat room)

c. Online messaging (i.e., instant messaging or IM)

d. Email

e. Online discussion board or message board

f. Online collaborative workspaces (e.g., wikis, blogs)

g. Text messaging (by phone)

h. Video-conference

i. Other, Specify_______

E9b. How do you use technology as a part the college exposure services provided?

Select how you use 

technology.

(all that apply)

Which is used most 

often?

(select one)

a. To communicate with participants about opportunities for 

college exposure

b. To facilitate communication between UB participants

about their exposure to college

c. To provide distance/online information about colleges 

d. To provide individualized opportunities for exposure to 

colleges of particular interest to particular UB participants

e. To allow participants to obtain college exposure on their 

own schedules

f. To provide college exposure to a specific group of UB 

participants (e.g., hearing impaired UB participants)

g. To reduce the cost of providing college exposure

h. Some other way, SPECIFY
29

Challenges

E10. What major challenges do you face that affect your ability to offer college visits and 

general college exposure to UB participants as desired? 

Major challenges 

faced.

(all that apply)

(Show if more than one 

challenge is selected in Column 

B)

Greatest challenge faced.

(select one)

a. Hiring and retaining capable staff to provide chaperoning 

on college visit trips.

b. Getting UB participants to sign up for trips.

c. Providing transportation for the college visit trips.

d. Assisting UB participants when identifying colleges of 

interests.

e. Exposing UB participants to colleges and universities 

beyond the local colleges and universities.

f. Other, Specify

 Do not face any challenges

The questions in this section focus on how you provided college application assistance to UB

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

Student Participation

F1. We’d like to get details on who is offered college application assistance, how much time 

assistance is available, and what percentage participates regularly.

First, is participation in college application assistance...

1 Mandatory 

2 Voluntary

F2. Is college application assistance offered during the summer program?

1 Yes

2 No

College Application Assistance
30

F3. For each grade that you serve, please answer all questions for that particular grade. 

College Application Assistance

2012-2013 School Year 2012 Summer Program

Grade

Select all 

grades 

that are 

offered 

college 

application 

assistance.

Hours

On average, 

how many 

hours per week 

are college 

application 

assistance

services?

Percentage

What % of the UB 

participants in each grade 

participate regularly in

college application 

assistance services (i.e. 

attend advising most 

weeks available)?

(Show If F2=1)

Hours

On average, how 

many hours per 

week were college 

application 

assistance

services?

(Show If F2=1)

Percentage

What % of the UB 

participants in each 

grade participated 

regularly in college 

application 

assistance services?

a. 11th ______hrs/wk ͟ % of 11 graders ______hrs/wk ͟ % of 11 graders

b. 12th ______hrs/wk ͟ % of 12th graders ______hrs/wk ͟ % of 12th graders

F4. 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 

college application 

assistance services

are offered.

(all that apply)

Which setting is 

used most 

commonly?

(select one)

(Show If F2=1)

Types of settings 

college application

assistance services

were offered.

(all that apply)

(Show If F2=1)

Which setting 

wass used most 

commonly?

(select one)

a. Assistance in a group 

setting?

b. One-on-one 

assistance?

c. Some other way, 

Specify____

College Application Assistance Staff

F5a. Please indicate the type of staff you have/had to provide college application assistance.

2012-2013 School Year 2012 Summer Program

Select any that 

describes your 

college application 

assistance staff.

(all that apply)

Which group is 

most common

among the staff 

providing college 

application?

(select one)

(Show If F2=1)

Select any that 

described your 

college 

application 

assistance staff.

(all that apply)

(Show If F2=1)

Which group was 

most common

among the staff 

providing college 

application?

(select one)

a. Volunteers

b. Paid, full-time UB staff

c. Paid, part-time UB staff
31

F5b. Please indicate the educational background of most of the staff providing college

application assistance.

2012-2013 School Year 2012 Summer Program

What is the most 

common educational 

background of the staff 

providing college 

application assistance?

(select one)

(Show If F2=1)

What was the most common

educational background of the 

staff providing college 

application assistance?

(select one)

a. Current high school student

b. Current college student

c. College graduate - Associate’s Degree

d. College graduate - Bachelor’s Degree

e. College graduate - Graduate degree (e.g., 

Master’s Degree or Ph.D.)

If F5b_a is selected in Column B, Skip to F5d.

F5c. Please indicate the most common primary occupation of the staff providing college

application assistance.

2012-2013 School Year 2012 Summer Program

What is the most common primary 

occupation among the staff providing 

college application assistance?

(select one)

(Show If F2=1)

What is the most common primary 

occupation among the staff providing 

college application assistance?

(select one)

a. Student

b. High school teacher

c. Other school staff

d. College professor

e. Other staff employed by the 

host institution

f. Other, SPECIFY

F5d. Does your Upward Bound project provide formal training and/or support services for

the college application assistance staff?. By formal training, we mean training that uses

a standardized set of training materials, offered by a trainer that is following a

standardized plan, to ensure that all trainees receive the same training.

 1 Yes 

2 No

Providing College Application Assistance

F6a. Where do/did UB participants most commonly receive college application assistance?

2012-2013 School Year 2012 Summer Program

Where do UB participants most 

commonly receive college 

(Show if F2=1)

Where did UB participants most 

commonly receive college 
32

application assistance?

(select one)

application assistance?

(select one)

a. At the Upward Bound project office

b. At the host intuition, away

 from the Upward Bound project office

c. At a local college or university (not the 

host institution)

d. At the target schools

e. At a local library/auditorium

f. At a local community center (e.g., the 

YMCA, Boys and Girls Club)

g. Virtual assistance (i.e., on-line 

application support)

h. Other, Specify ___________________

F6b. Is transportation provided to the college application assistance services?

1 (Show if F2=1) Yes, during the summer only

2 Yes, during the school year only

3 (Show if F2=1) Yes, during the summer and school year

4 No, not at all

5 N/A

F6c. When do UB participants most commonly receive college application assistance?

When do UB participants most commonly receive college 

application assistance during the 2012-2013 school year?

(select all that apply)

a. During the week, before school starts

b. During the week, during the school day

c. During the week, after school

d. On Saturdays

e. Other, Specify

F7. Please indicate how UB participants spend/spent their time receiving college application

assistance services.

2012-2013 School Year 2012 Summer Program

Select if college 

application

assistance time 

is used for any 

of the 

following.

(all that apply)

Indicate the primary

way UB participants

spend their time 

receiving college 

application 

assistance services.

(select one)

(Show if F2=1)

Select if college 

application 

assistance time 

was used for 

any of the 

following.

(all that apply)

(Show if F2=1)

Indicate the primary

way UB participants 

spent their time 

receiving college 

application 

assistance services.

(select one)

a. To advise UB participants

on college application 

requirements.

b. To advise UB participants
33

on college essay writing.

c. To help UB participants

determine the 

information needed for 

college applications.

d. To help UB participants

track their progress 

towards completing 

college applications.

e. Some other way, Specify 

_______

F8a. What kinds of technology are used as a part of the college application assistance?

Select the kinds of 

technology you use.

(all that apply)

Which is used most 

often?

(select one)

a. Specialized software or electronic content (e.g. online 

software to help UB participants write better college 

essays)

b. Live online discussion (e.g., chat room)

c. Online messaging (i.e., instant messaging or IM)

d. Email

e. Online discussion board or message board

f. Online collaborative workspaces (e.g., wikis, blogs)

g. Text messaging (by phone)

h. Video-conference

i. Other, Specify_______

F8b. How do you use technology as a part the college application services provided to 

Upward Bound participants?

Select how you use 

technology.

(all that apply)

Which is used most 

often?

(select one)

a. To communicate with participants that are or should be 

working on college applications

b. To facilitate communication between UB participants who are 

working on college applications

c. To provide distance/online assistance in completing college 

applications 

d. To provide individualized assistance in choosing colleges or 

completing college applications 

e. To allow participants to access college application assistance on 

their own schedules

f. To monitor progress of UB participants in completing college 

applications

g. To provide help a specific group of UB participants (e.g., hearing 

impaired UB participants) complete their college applications

h. To reduce the cost of providing college application assistance

i. Some other way, SPECIFY
34

F9. Do you offer stipends to UB participants for participating in college application 

assistance services?

1 Yes

2 No

Challenges

F10. What major challenges do you face that affect your ability to implement your college 

application assistance services as desired? 

Major challenges faced.

(all that apply)

(Show if more than one challenge is 

selected in Column B)

Greatest challenge faced.

(Select one)

a. Hiring and retaining capable staff to 

provide college application assistance

b. Getting UB participants to show up for 

assistance

c. Providing transportation to make this 

service accessible

d. Persuading UB participants to make a 

plan for completing applications

 Do not face any challenges

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

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

Student Participation

G1. We’d like to get details on who is offered financial aid assistance, how much time 

assistance is available, and what percentage participates regularly.

First, is participation in financial aid assistance...

1 Mandatory 

2 Voluntary

G2. Is financial aid assistance offered during the summer program?

1 Yes

2 No

Financial Aid
35

G3. Now, for each grade that you serve, please answer all questions for that particular 

grade. 

Financial Aid Assistance

2012-2013 School Year 2012 Summer Program

Grade

Select all 

grades that 

are offered 

financial aid 

assistance.

Hours

On average, how 

many hours per 

week are financial 

aid assistance

services?

Percentage

What % of the UB 

participants in each 

grade participate 

regularly in financial aid 

assistance services (i.e. 

attend advising most 

weeks available)?

(Show If G2=1)

Hours

On average, how 

many hours per 

week were 

financial aid 

assistance services 

available?

(Show If G2=1)

Percentage

What % of the UB 

participants in each 

grade participated 

regularly in financial 

aid assistance

services?

a. 11th ______hrs/wk ͟ % of 11 graders ______hrs/wk ͟ % of 11 graders

b. 12th ______hrs/wk ͟ % of 12th graders ______hrs/wk ͟ % of 12th graders

G4. 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)

Which is

most 

commonly

used?

(select one)

(Show If G2=1)

Types of settings 

financial aid 

assistance services 

was offered.

(all that apply)

(Show If G2=1)

Which was

most 

commonly

used?

(select one)

a. Assistance in a group setting?

b. One-on-one assistance?

c. Some other way, Specify____

Financial Aid Assistance Staff

G5a. Please indicate the type of staff you have/had to provide financial aid assistance.

2012-2013 School Year 2012 Summer Program

Type of staff 

providing your 

financial aid 

assistance.

(all that apply)

Which group 

was most 

common?

(select one)

(Show If G2=1)

Type of staff that 

provided your financial 

aid assistance. 

(all that apply)

(Show If G2=1)

Which group was 

most common?

(select one)

a. Volunteers

b. Paid, full-time UB staff

c. Paid, part-time UB staff

G5b. Please indicate the most common educational background of the staff providing 

financial aid assistance.

2012-2013 School Year 2012 Summer Program

What is the most common

educational background of 

the advisors?

(select one)

(Show If G2=1)

What was the most common

educational background of 

the advisors?
36

(select one)

a. Current high school student

b. Current college student

c. College graduate - Associate’s Degree

d. College graduate - Bachelor’s Degree

e. College graduate - Graduate degree (e.g., 

Master’s Degree or Ph.D.)

If G5b_a is selected in Column B, Skip to G5d.

G5c. Please indicate the most common primary occupation of the staff providing financial aid 

assistance.

2012-2013 School Year 2012 Summer Program

What is the most common

primary occupation among the 

staff providing financial aid 

assistance?

(select one)

(Show If G2=1)

What was the most common primary 

occupation among the staff providing 

financial aid assistance?

(select one)

a. Student

b. High school teacher

c. Other school staff

d. College professor

e. Other staff employed by the 

host institution

f. Other, SPECIFY

G5d. Does your Upward Bound project provide formal training and/or support services for

the financial aid assistance staff?. By formal training, we mean training that uses

a standardized set of training materials, offered by a trainer that is following a

standardized plan, to ensure that all trainees receive the same training.

1 Yes 

2 No

Providing Financial aid Assistance

G6a. Where do/did UB participants most commonly receive financial aid assistance?

2012-2013 School Year 2012 Summer Program

Where do UB participants 

most commonly receive 

financial aid assistance?

(select one)

(Show if F2=1)

Where did UB participants 

most commonly receive 

financial aid assistance?

(select one)

a. At the Upward Bound project office

b. At the host intuition, away

 from the Upward Bound project office

c. At a local college or university (not the host

 institution)

d. At the target schools
37

e. At a local library/auditorium

f. At a local community center (e.g., the YMCA, Boys

and Girls Club)

g. Virtual assistance (i.e., on-line application support)

h. Other, Specify ___________________

G6b. Is transportation provided to the financial aid assistance services?

1 (Show if G2=1) Yes, during the summer only

2 Yes, during the school year only

3 (Show if G2=1) Yes, during the summer and school year

4 No, not at all

5 N/A

G6c. Where do UB participants most commonly receive financial aid assistance?

When do UB participants most commonly receive financial 

aid assistance during the 2012-2013 school year?

(all that apply)

a. During the week, before school starts

b. During the week, during the school day

c. During the week, after school

d. On Saturdays

e. Other, Specify

G7. Please indicate how UB participants spend their time receiving 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)

Please indicate the 

primary way UB 

participants spend 

their time receiving 

financial aid 

assistance services.

(select one)

(Show if G2=1)

Select if financial 

aid assistance time 

was used for any of 

the following.

(all that apply)

(Show if G2=1)

Please indicate the 

primary way UB 

participants spent 

their time receiving 

financial aid 

assistance services.

(select one)

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.
38

d. Some other way, 

Specify _______

G8a. What kinds of technology are used as a part of the financial aid application assistance?

Select the kinds of technology 

you use.

(all that apply)

Which is used most 

often?

(select one)

a. Specialized software or electronic content (e.g. 

online software that pulls electronic information 

from parents’ tax records)

b. Live online discussion (e.g., chat room)

c. Online messaging (i.e., instant messaging or IM)

d. Email

e. Online discussion board or message board

f. Online collaborative workspaces (e.g., wikis, blogs)

g. Text messaging (by phone)

h. Video-conference

i. Other, Specify_______

G8b. How do you use technology as a part the financial aid application services provided?

Select how you 

use technology.

(all that apply)

Which is used most 

often?

(select one)

a. To communicate with participants that are or should be working 

on financial aid applications

b. To facilitate communication between UB participants who are 

working on financial aid applications

c. To provide distance/online assistance in completing financial aid 

applications

d. To provide individualized assistance in completing financial aid 

applications

e. To allow participants to access financial aid application assistance 

on their own schedules

f. To monitor progress of UB participants in completing financial aid 

applications

g. To provide help a specific group of UB participants (e.g., hearing 

impaired UB participants) complete their financial aid applications

h. To reduce the cost of providing financial aid assistance

i. Some other way, SPECIFY

G9. Do you offer stipends to UB participants for participating in financial aid assistance 

services?

1 Yes

2 No
39

Challenges

G10. What major challenges do you face that affect your ability to implement your financial 

aid assistance services as desired? 

Major challenges faced.

(all that apply)

(Show if more than one challenge 

is selected in Column B)

Greatest challenge faced.

(select one)

a. Hiring and retaining capable staff to 

provide financial aid assistance

b. Getting UB participants to show up 

for financial aid assistance

c. Providing transportation to make this 

service accessible

d. Getting the necessary financial 

information for UB participants’ parents

 Do not face any challenges

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

H1. 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 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 Available, but Contingent upon specific selection criteria

H2. Now, for each grade that you serve, please answer all questions for that particular 

grade. 

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. 8

th ______hrs/wk ͟ % of 8th graders

b. 9

th ______hrs/wk ͟ % of 9th graders

c. 10th ______hrs/wk ͟ % of 10th graders

d. 11th ______hrs/wk ͟ % of 11 graders

e. 12th ______hrs/wk ͟ % of 12th graders

2012 Summer Program
40

H3. How long is your summer program?

_____ Number of Weeks

(IF H1=1, SKIP TO H5)

H4. How is participation in the summer program decided?

All selection criteria.

(all that apply)

Most important selection criteria.

(Select one)

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____

H5. Is the program:

1 Fully residential, meaning that all participants reside on-site for the duration of 

the summer program? 

2 Non-residential, meaning that no participants reside on-site for the duration of 

the summer program? 

3 Partially residential, meaning that participants reside on-site for some but not 

all weeks of the summer program?

4 A combination, meaning that some participants reside on-site while others do 

not

H6. 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 all that apply)

a. Cultural activities.

b. Field trips.

c. College visits.

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

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_____)

H7. Does your project offer a summer bridge program for high school graduates who are 

enrolling in college?

1 Yes

2 No (SKIP TO I1)
41

H8. 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 I1)

H9. How long is your summer bridge program?

_____ Number of Weeks

H10. Which of the following factors are used to determine a student’s eligibility for the 

summer bridge program?

All selection criteria for the 

summer bridge program.

(all that apply)

Most important selection criteria 

for the summer bridge program.

(Select one)

a. Must have enrolled in the host college 

or university for the fall term

b. Must have enrolled in some college or 

university for the fall term

c. Must have a specific high school GPA

d. Other [PLEASE SPECIFY]

e. Other, Specify____

H11. How many college credit hours can Upward Bound participants receive during the 

summer bridge program?

_______Number of hours

H12. 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. Homework

c. Study skills

d. Mentoring

e. Employment

f. Recreational or cultural activities

g. h. Other (Specify_____)

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

Closing
42

I1. Did this Upward Bound Project have a UB grant in the prior grant cycle?

1 Yes (GO TO I1a)

2 No (GO TO I2)

I1a. Have there been any major changes to your UB project or any service area since the last 

grant period?

 1 Yes (GO TO I1b)

2 No (GO TO I2)

I1b. 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

h. Reduced/eliminated optional services

i. Other, Specify (_____)

I1c. What were the main reasons for any changes? Select all that apply.

1 To improve the program

2 To improve a particular service area, Specify ____________

3 To accommodate more UB participants

4 To address student needs

5 To compete for a competitive priority

6 To cut costs

7 Some other reason(s), SPECIFY __________________________

I2. We would like to conduct a more in-depth interview with a small sample of Project 

Directors who complete this survey. If selected, may we contact you to conduct an 

interview? Please note that even if you provide your contact information now, you are 

always free to change your mind about the interview.

1 Yes, you may contact me:

Preferred telephone number: ____________

Preferred email address: ____________

Best way to contact me to schedule an interview is:

1 by telephone; 2 by email; 3 either

0 No, please do not contact me for an interview. 

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

have for you.