### 1 

# Study of Upward Bound Implementation

& Outcomes
Thank you in advance for the time spent completing this questionnaire

—it is vital to the success of this important U.S. Department of Education study. Be assured that your answers will be completely confidential; no information will be reported th at identifies you or this Upward Bound project

. Weare interested in learning more about Upward Bound’s required service areas. 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) Ac** **ademic Tutoring (b)**  **Ac ademic Coursework**  **(c) Ac** **ademic A dv** **ising (d)**  **College Entrance**  **Exam Preparation (e)**  **College Exposure**  **(f) College A** **pplication A ssistance**  **(g) Financial**  **Ai d**  **(h) Summer Program** 

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### Let’s start with some general questions about you and your Upward Bound project
. Q1. First, we want to confirm your name and email address
. Name

______________________________ Email______________________________ Q2. How long have you been the project director? _____ Number of Years Q3. As of [survey reference date], h ow 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  11 th 

### grade UB participants  12 th 

### grade UB participants Q4
. As of [ survey reference date ], h ow 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 ] h ow many full time permanent staff d id you have? _____ Number of Full

-Time Staff Q8
. As of [ survey reference date ], h ow many part-time permanent staff d id 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

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### Let’s begin with questions about the academic tutoring services provided by your UB project during the 2012
- 2013 school year and the 2012 summer program . 

## Student Participation A1. To get started, w e’d like to get details on who is offered a cademic 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 **a ll**  **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 state

mandated assessments) 3 **V oluntary**  for all UB participants A2. Was academic tutoring offered during the 2012 summer program? 1 Yes 2 No A3
. F or each grade that you serve, please answer all questions for that particular grade. **Academic Tutoring 2012** **- 2013**  **S chool**  **Y ear**  **2012 S ummer**  **P rogram**  **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. 8th ______hrs/wk ͟ % of 8th graders ______hrs/wk ͟ % of 8th graders b. 9 th ______hrs/wk ͟ % of 9 th graders ______hrs/wk ͟ % of 9 th graders c. 10th ______hrs/wk ͟ % of 10th graders ______hrs/wk ͟ % of 10th graders d. 11 th ______hrs/wk ͟ % of 11 graders ______hrs/wk ͟ % of 11 graders e. 12 th ______hrs/wk ͟ % of 12 th graders ______hrs/wk ͟ % of 12 th graders



# Academic Tutoring

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### 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
. H ow do/did you determine the intensity of the academic tutoring offered ? **2012 -** **2013 School Year 2012 Summer Program**  U sed to determine the intensity of academic tutoring
. **( all that**  **apply)** W hich is used

**most commonly** ? **( select one** 

**)** ( Show if A2 =1 )

U sed to determine the intensity of academic tutoring **(all that apply)** ( Show if A2 =1 )

W hich 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?

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### A4
. H ow do/did you track progress in academic tutoring ? **2012 -** **2013 School Year 2012 Summer Program** 

U sed to track student progress. **(all that apply)** W hich is used

**most commonly**  to track student progress ? **( select one** 

**)** ( S how if A2=1 ) U sed to track student progress. **(all that apply)** ( Show if A2=1 )

W hich 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 A5 a . Please indicate the type of staff that provide (d) academic tutoring. **2012 -** **2013 School Year 2012 Summer Program**  S elect any that describe s your tutoring staff. **(all that apply)** W hich group is

**most common** among the tutoring staff? **( select one** 

**)** ( Show if A2=1 ) S elect any that describe d your tutoring staff
. **(all that apply)** ( Show if A2=1 )

W hich group was **most common** among the tutoring staff? **( select one** 

**)** a. Volunteers b. Paid, full

-time UB staff c. Paid, part

-time UB staff 

### A5 b
. 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 wa s 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.)

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### IF A5 **b _a is selected**  **in Column B , skip to A5**  **d .**  A5 c . 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 wa s the **most common** primary occupation among the tutors ? **( select one** 

**)** a. Student b. High school teacher c. Othe r school staff d. College professor e. Other staff employed by the host institution f. Other, SPECIFY 

### A5 d
. Does your Upward Bound project provide formal training and /or support services for t he 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** A6 a . 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 tutor ing 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 th e 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

___________________

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### 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 A6 c . Please indicate when UB participants most commonly receive academic tutoring. When d o 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) P**  **rimary** way UB

participants spend their time in academic tutoring
. **( select one** 

**) (**  **Show if A2=1 )** 

Select if academic tutoring time wa s used for any of the following. **(all that apply)**  **( Show if A2=1**  **)**

**P rimary**  way UB participants spen t 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

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### A8
. What kinds of technology are used as a part of the academi c tutoring services ? Select the kinds of t echnology 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

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## 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.

**In dicate which grades are**  **offered academic courses.**  **I ndicate if**  **courses are offered during**  **the school year and/or summer.**  **I ndicate if the** 

**course can be taken for**  **high school and/or**  **college credit. S** **elect the purpose for offering**  **the course.**

**Subject 8** **th 9** **th 10** **th 11** **th 12** **th School**  **Year Summer**  **High School**  **Course Credit**  **College**

**Course Credit**  **Remediation Support**  **Enrichment**

**ENGLISH/LANGUAGE ART S**  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 ? B 3
. 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. F or 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 p er week were academic courses available? **Percentage**

What % of the UB participants participate d regularly in courses ?

a. 8th ______hrs/wk ͟ % of 8th graders ______hrs/wk ͟ % of 8th graders b. 9 th ______hrs/wk ͟ % of 9 th graders ______hrs/wk ͟ % of 9 th graders c. 10th ______hrs/wk ͟ % of 10th graders ______hrs/wk ͟ % of 10th graders d. 11 th ______hrs/wk ͟ % of 11 graders ______hrs/wk ͟ % of 11 graders e. 12 th ______hrs/wk ͟ % of 12 th graders ______hrs/wk ͟ % of 12 th graders 

### B4
. Please indicate how you determine what courses UB participants take. **2012 -** **2013 School Year 2012 Summer Program** 
(Show if SchlYr=Yes) U sed to determine the courses taken
. **(all that apply)** (Show if

SchlYr=Yes) W hich is **most commonly**  used ? **( select one** 

**)** U sed to determine the courses UB participants took. **(all that apply)** W hich was

**most commonly**  used ? **( select one** 

**)** a. High school graduation requirements b. Alignment with State/district assessm ents c. Student report card grades d. Student performance on state assessme nts 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 in terests i. UB participants’ plans for future cou rse enrollments 

## Academic Courses Staff
B 5
. Please describe the staff that teach es the academic courses.



## Providing Academic Courses B 6a
. 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)**  (Sh ow 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



### B 6b
. 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 B** **7 if SchlYr=Yes, else skip**  **to B 8**  **.** B 7
. Please indicate when UB participants most commonly take academic courses. When d o 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 

### B 8
. Select w hich methods of instruction are/were used when delivering UB coursework
. ( Show if SchlYr=Yes ) M ethods used to offer courses. **(all that apply)** (Show if SchlYr=Yes )

M ethod used **most commonly**  by UB participants attend ing courses. **( select one** 

**)** M ethods used

to offer courses **. (all that**  **apply)** M ethod 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 partici pants f. Assigned i ndependent research projects g. Hands

-on laboratory sessions h. Online courses i. Other (Specify:______) 

### B 9a What kinds of technology are used as a part of the academic course offerings ? Select the kinds of t echnology 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_______ 

### B 9b
. 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 part icipants 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 B1 0
. 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 C 1. 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 fail ing to pass state
mandated assessments) 3 **Voluntary** for all UB participants C 2. Wa s academic advising offered during the summer program? 1 Yes 2 No C3. F or each grade that you serve, please answer all questions for that particular g rade. **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. 8th ______hrs/wk ͟ % of 8th graders ______hrs/wk ͟ % of 8th graders



# Academic Advising

### 16

b. 9 th ______hrs/wk ͟ % of 9 th graders ______hrs/wk ͟ % of 9 th graders
c. 10th ______hrs/wk ͟ % of 10th graders ______hrs/wk ͟ % of 10th graders d. 11 th ______hrs/wk ͟ % of 11 graders

_ _____hrs/wk ͟ % of 11 graders e. 12 th ______hrs/wk ͟ % of 12 th graders ______hrs/wk ͟ % of 12 th graders


### C4
. Select w hich 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)** W hich 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 )

W hich 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**  U sed to determine the focus of academic advising
. **(all that apply)** Which is used

**most commonly** ? **( select one** 

**)** ( Show if C2=1 ) U sed 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** C6 a . Please indicate the type of staff you have to provide academic advising. **2012 -** **2013 School Year 2012 Summer Program**  Select any that describe s your advising staff. **(all that apply)** Which group is

**most common** among advising staff? **( select one** 

**)** ( Show if C2=1 ) Select any that describe d 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 academi c 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 wa s 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 

### C6 d
. 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 o f 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 C7 c . 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 ti me 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

_______ 

### C9 a . What kinds of technology are used as a part of the academic advising ? Select the kinds of t echnology 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



### C9 b
. 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 prep aration services provided during the 2012
- 2013 school year and the 2012 summer program .



# College Entrance Exam Prep

### 21



## Student Participation D 1. 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 state

mandated assessments) 3 **Voluntary** for all UB participants D 2. Is college exam prep offered during the summer program? 1 Yes 2 No D 3. F or 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 D 2=1) **Hours** On average, how many hours were college exam prep services available? (Show If D 2=1) **Percentage** What % of the UB participants in each grade participated regularly in college exam prep ? a. 8th ____hrs/yr ͟ % of 8th graders ___hrs/summer ͟ % of 8th graders b. 9 th ____hrs/yr ͟ % of 9 th graders ___hrs/ summer ͟ % of 9 th graders
c. 10th ____hrs/yr ͟ % of 10th graders ___hrs/ summer ͟ % of 10th graders d. 11 th ____hrs/yr ͟ % of 11 graders ___hrs/ summer ͟ % of 11 graders e. 12 th ____hrs/yr ͟ % of 12 th graders ___hrs/ summer ͟ % of 12 th 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)** W hich setting is **most commonly**  used ? **( select one** 

**)** (Show if D 2=1) Types of settings in which college exam prep services were offered
. **(all that apply)** (Show if D 2=1)

W hich 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 ? 

### D 5
. Please indicate how progress in college exam prep is monitored and tracked. **2012 -** **2013 School Year**  **2012 Summer Program**
U sed 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 D 2=1 )

U sed to track student progress in college exam prep . **(all that apply)** ( Show if D 2=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** D 6a
. 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 D 2=1 )

Select any that describe your college exam prep staff
. **(all that apply)** ( Show if D 2=1 )

Which group wa s **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 D**6_ d is selected.**  D 6b
. 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 D 2=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 gra duate

- 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 D 6 c. 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 D 2=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 

### D6 d
. 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** D 7 a . 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 D 2=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 D 7 c . 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 

### D 8 a . 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)** I ndicate the

**primary** way UB participants spend their time in college exam prep services
. **( select one** 

**)** ( Show if D 2=1 )

Select if college exam prep time was used for any of the following. **(all that apply)** (Show if D2=1)

I ndicate 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___ 

### D 8 b. 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 service s. **(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___ 

### D 9 a . What kinds of technology are most often used as a part of the college exam prep services? Select the kinds of t echnology 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_______ 

### D 9 b
. 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 

### D1 0
. Do you offer stipends to UB participants fo r participating in college exam prep services? 1 Yes 2 No 

## Challenges D1 1
. 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 colleg e 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 **Volunt ary**  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

E 3. Now, for each grade that you serve, please answer all questions for that particular g rade. **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. 8th

____Trips/year ͟ % of 8th graders

____Trips/year ͟ % of 8th graders b. 9 th

_ ___Trips/year ͟ % of 9 th graders

_ ___Trips/year ͟ % of 9 th graders c. 10th

____Trips/year ͟ % of 10th graders

____Trips/year ͟ % of 10th graders d. 11 th

___ _Trips/year ͟ % of 11 graders

___ _Trips/year ͟ % of 11 graders e. 12 th

____Trips/year ͟ % of 12 th graders

____Trips/year ͟ % of 12 th graders 

### Ask E4 if E1=3, Else Skip to E5 E4
. What a re the specific requirements UB participants must meet to be eligible for college visits? Select all that apply. 1 Achieve a certain l evel 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 E 5
. 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

____________________________ E 6
. 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 E 7
. Do you offer information sessions for UB participants and parents regarding college choices and selections ? 1 Yes (GO TO E 7 a ) 2 No (GO TO E 8 )

### 28



### E 7 a . Are the information sessions offered in languages other than English? 1 Yes 2 No E8
. P lease 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. D ay trips to visit college or universities b. Over night trips to visit college or universities c. Assistance in researching different colleges d. Assistance in researching different college majors e . Other, Specify 

### E 9 a . What kinds of technology are used as a part of the college exposures services ? Select the kinds of t echnology 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_____

__ 

### E 9 b
. 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
E 10
. What major challenges do you face that affect your ability to offer college visits and general col lege 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 provide d college application assistance t o UB participants during the 2012
- 2013 school year and 2012 summer program. 

## Student Participation F 1. 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



### F 3. F or 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. 11 th ______hrs/wk ͟ % of 11 graders ______hrs/wk ͟ % of 11 graders b. 12 th ______hrs/wk ͟ % of 12 th graders ______hrs/wk ͟ % of 12 th 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**
F 5a
. Please indicate the type of staff you have/had to provide college application assistance
. **2012 -** **2013 School Year 2012 Summer Program** 
Select any that describe s your college application assistance staff. **(all that apply)** Which group is

**most common** among the staff providing college applicatio n ? **( select one** 

**)** (Show If F2=1)

Select any that describe d 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



### F 5 b. 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 wa s 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 F **5b_a is selected in Column B, Skip to F** **5d.** F5 c. 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 

### F 5 d
. 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** F 6 a . 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 F 2=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 F 6 c . Whe n 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 

### F 7
. 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)** I ndicate the **primary**

way UB participants spend their time receiving college application assistance services
. **( select one** 

**)** (Show if F 2=1)

Select if college application assistance time was used for any of the following. **(all that apply)** (Show if F2=1)

I ndicate 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 t echnology 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



### F 9
. Do you offer stipends to UB participants for participating in college application assistance services? 1 Yes 2 No 

## C **hallenges** F 1 0
. 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 G 2=1) **Hours** O n average, how many hours per week were financial aid assistance services available? (Show If G 2=1)

**Percentage** What % of the UB participants in each grade participated regularly in financial aid assistance services ? a. 11 th ______hrs/wk ͟ % of 11 graders ______hrs/wk ͟ % of 11 graders b. 12 th ______hrs/wk ͟ % of 12 th graders

___ ___hrs/wk ͟ % of 12 th 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____ 

## F **inancial A id Assistance**  **Staff** G 5a
. 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

wa s most common ? **( select one** 

**)** (Show If G 2=1) Type of staff that provided your financial aid assistance
. **(all that apply)** (Show If G 2=1) Which group was most common ? **( select one** 

**)** a. Volunteers b. Paid, full

-time UB staff c. Paid, part

-time UB staff 

### G 5b. 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 G 2=1)

What wa s 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. G 5c. 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 G 2=1)

What wa s 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 

### G 5 d
. 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**  G 6a
. 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 G 2=1) Yes, during the summer only 2 Yes, during the school year only 3 (Show if G 2=1) Yes, during the summer and school year 4 No, not at all 5 N/A G 6 c . Where d o 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 

### G 7
. 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 G 2=1)

Select if financial aid assistance time was used for any of the following. **(all that apply)** (Show if G 2=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 _______ 

### G8 a . What kinds of technology are used as a part of the financial aid application assistance? Select the kinds of t echnology 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_______


### G 8b
. 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 facili tate 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 financi al aid applications h. To reduce the cost of providing financial aid assistance i. Some other way, SPECIFY 

### G 9
. Do you offer stipends to UB participants for participating in financial aid assistance services? 1 Yes 2 No

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## Challenges G 10. 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
. **( s** **elect 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 crit eria) 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. 8th ______hrs/wk ͟ % of 8th graders b. 9 th ______hrs/wk ͟ % of 9 th graders
c. 10th ______hrs/wk ͟ % of 10th graders d. 11 th ______hrs/wk ͟ % of 11 graders e. 12 th ______hrs/wk ͟ % of 12 th graders



# 2012 Summer Program

### 40



### H 3
. How long is your summer program?

_____ Number of Weeks **(IF H1= 1** **, SKIP TO H5 )**  H4. How is participation in the summer program decided? A ll selection criteria. **(all that apply) M**  **ost 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

____ 

### H 5
. 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

-sit e 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_____) 

### H 7
. Does your project offer a summer bridge program for high school graduates who are enrolling in college ? 1 Yes 2 No (SKIP TO I1)

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### H 8
. 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? A ll selection criteria for the summer bridge program. **( all**  **that apply) M**  **ost 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 h igh 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



### I 1
. Did this Upward Bound Project have a UB grant in the prior grant cycle? 1 Yes (GO TO I 1a ) 2 No (GO TO I 2 ) I 1a
. Have there been any major changes to your UB project or any service area since the last

grant period? 1 Yes (GO TO I 1b ) 2 No (GO TO I 2 ) I 1b
. Please indicate the major changes since the last grant period. M ajor 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 (_____) 

### I 1c
. What were the main reasons for any change s ? 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 D irectors 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 question s we have for you.