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2014 Tuition Discounting Study Survey Instrument

Below is a copy of the 2014 Tuition Discounting Study survey instrument. Please use this for the purposes of planning and gathering your data to complete the survey online. You must use the link in your email invitation to access the online survey and submit your responses.

Institutional Financial Aid

 

"Help" text for all questions listed at the end of the survey.

Academic Year 2013-2014 as of Fall 2013

Academic Year 2014-2015 as of Fall 2014 (Estimated)

  1. Total number of all undergraduates:

[Help]

 

 

  1. Total number of entering first-time, full-time, degree or certificate-seeking freshman:

[Help]

 

 

  1. Total number of all undergraduates (as reported in Question 1) who received an institutional scholarship, fellowship, or grant (Include athletic scholarships, do NOT include tuition remission):

[Help]

 

 

  1. Total number of entering first-time, full-time freshman (as reported in Question 2) who received an institutional scholarship, fellowship, or grant (Include athletic scholarships, do NOT include tuition remission):

[Help]

 

 

  1. Total dollar amount of institutional scholarships, fellowships, and grants awarded to all undergraduates (Include athletic scholarships, do NOT include tuition remission):

[Help]

 

 

  1. Total dollar amount of institutional scholarships, fellowships, and grants awarded to entering first-time, full-time freshman (Include athletic scholarships, do NOT include tuition remission):

[Help]

 

 

Tuition and Mandatory Fees and Revenue

Click "Help" for definitions:

Academic Year 2013-2014

Academic Year 2014-2015 (Estimated)

  1. Published individual price for tuition and mandatory fees (or "sticker price") (excluding room and board):(As reported in IPEDS Institutional Characteristics Survey)

[Help]

 

 

  1. Total gross tuition and mandatory fee revenue for all undergraduate students:

[Help]

 

 

 

  1. What percentage (approximately) of your total undergraduate institutional grant aid awarded in fall 2013 was funded by earnings from your endowment? ________________ %

 

 

Applied, Admitted and changes in enrollment

  1. Provide the number of first-time, first-year (freshman) students who applied and were admitted in fall 2013 (as reported in Common Data Set, section C). [Help]

Total number of first-time, full-time, degree or certificate seeking freshmen who applied for admission: __________

Total number of first-time, full-time, degree or certificate seeking freshmen who were admitted: _________

 11.    What percentage increase or decrease (approximately) have you experienced in your freshman enrollment over the last four years (Fall 2011-Fall 2014)?  If your enrollment has stayed the same, please select zero.  [In the actual survey, there will be an interactive slide scale to select the percentage increase or decrease.]

(Question 11a will display only if a negative number is reported for question 11.)

11a. To what do you attribute this decrease in enrollment? (check all that apply)

Changing demographics

Decrease in the number of 18-24 year olds in your region

Price sensitivity of students

Falling demand for your programs

Closure of academic program(s)

Decrease in institutional financial aid

Becoming more selective

Purposeful decrease to balance a prior year(s) larger than expected enrollment

Decrease in the yield rate of accepted students

Increased competition from other public and private institutions in the region

Changes in state aid programs

Other (please separate multiple reasons with a comma)


(Question 11b will display only if a positive number is reported for question 11.)

11b. To what do you attribute this increase in enrollment? (check all that apply)

New academic programs

New athletic programs

Updated/New facilities

Changing demographics

Increase in overall demand for your institution

Increase in institutional financial aid

Increase in yield rate of accepted students

Decreasing selectivity

State budget cuts to public institutions

Improved recruitment and/or marketing strategies

Improved admissions processing systems/procedures

Other (please separate multiple reasons with a comma)

 

Institutional Grants Meeting Need

12.    What percentage (approximately) of your total institutional grant aid awarded to all undergraduates in Fall 2013 (as reported in Question 5) was need-based aid, merit aid that was used to meet need, and/or merit aid NOT used to meet need?  The three percentages should sum to 100. If you institution cannot or will not respond to this question, please leave it blank.  [Help]

Need-Based Aid: __________________%

Merit Aid (broken down into two categories)

Merit Aid Used to Meet Need: __________%

Merit Aid Not Used to Meet Need: ________%

 

Strategies and Practices

13. What strategies (or combination of strategies) did your institution implement to attempt to increase net tuition revenue in FY14 or FY15? Were these strategies successful?

(Ex: Have you increased or decreased enrollment, the discount rate and/or tuition and fees? Have you implemented any new programs that direct aid to freshmen?) [Help]

___________________________________________________________________

___________________________________________________________________

___________________________________________________________________

14. Do you believe that your institution's discounting practices are sustainable in the short term or long term?  Why or why not? What challenges do you see ahead?

___________________________________________________________________

___________________________________________________________________

___________________________________________________________________

15. Do you have any other comments you would like to share about tuition discounting practices at your institution?

__________________________________________________________________

__________________________________________________________________

__________________________________________________________________

 

Help Text

Question 1: Include all undergraduates (including the freshman that you will count in question 2) who were enrolled on a full- or part-time basis in the fall term. Part-time students, guests, and special students should also be included. Please use the same census date that you used for the IPEDS survey (approximately October 1st) for your "Fall 2013" and "Fall 2014 estimated" figures.

Question 2: Include only those new degree- or certificate-seeking freshman students who matriculated on a full-time basis in the fall term. Part-time students, guests, and special students SHOULD NOT be included. Please use the same census date that you used for the IPEDS survey (approximately October 1st) for your "Fall 2013" and "Fall 2014 estimated" figures.

Question 3: Include grants funded by your institution that were awarded to any full- or part-time undergraduates. These include grants awarded on the basis of students' financial need, academic merit, athletics, or any other criteria your institution may use. Also include that any grants that were funded by restricted and unrestricted endowment income. DO NOT include: federal or state grant aid, private scholarships, institutional matches for externally funded student aid grants, transfers from the current fund to student loan funds, tuition remission, tuition benefits for institutional employees or their dependents, or tuition exchange programs.

Question 4: Include grants funded by your institution that were awarded to entering first-time, full-time freshman. These include grants awarded on the basis of students' financial need, academic merit, athletics, or any other criteria your institution may use. Also include that any grants that were funded by restricted and unrestricted endowment income. DO NOT include: federal or state grant aid, private scholarships, institutional matches for externally funded student aid grants, transfers from the current fund to student loan funds, tuition waivers/tuition remission, tuition benefits for institutional employees or their dependents, or tuition exchange programs.

Question 5: Include grants funded by your institution that were awarded to any full- or part-time undergraduates in the Fall semester for the academic year. (*Note this is not asking for the amount disbursed in the fall semester, rather the dollar amount that was determined to be awarded for the full academic year as of the fall). These include grants awarded on the basis of students' financial need, academic merit, athletics, or any other criteria your institution may use. Also include that any grants that were funded by restricted and unrestricted endowment income. DO NOT include: federal or state grant aid, private scholarships, institutional matches for externally funded student aid grants, transfers from the current fund to student loan funds, tuition remission, tuition benefits for institutional employees or their dependents, or tuition exchange programs.

Question 6: Include grants funded by your institution that were awarded to entering first-time, full-time freshman in the Fall semester for the academic year. (*Note this is not asking for the amount disbursed in the fall semester, rather the dollar amount that was determined to be awarded for the full academic year as of the fall). These include grants awarded on the basis of students' financial need, academic merit, athletics, or any other criteria your institution may use. Also include that any grants that were funded by restricted and unrestricted endowment income. DO NOT include: federal or state grant aid, private scholarships, institutional matches for externally funded student aid grants, transfers from the current fund to student loan funds, tuition remission, tuition benefits for institutional employees or their dependents, or tuition exchange programs.

Question 7: Include the published price of tuition plus all mandatory fees (or "sticker price") for full-time, full-year undergraduate students for the academic year (as defined as a regular academic year, not including summer). This rate SHOULD NOT charges for room, board, books, supplies, or any other education-related expenses. If tuition charges differ by class level or academic program (differential tuition), please report on the tuition and mandatory fee rate that the majority of undergraduate students pay. This figure should be the same as the IPEDS Institutional Characteristics Survey Part D, Price of Attendance.

Question 8: Include the gross revenue received from tuition and fees from all undergraduate students for the requested academic year. This figure SHOULD NOT include any revenue received from room, board, or any other charges.

Question 10: Provide the number of degree or certificate-seeking, first-time, first-year students who applied, were admitted in Fall 2013. Include early decision, early action, and students who began studies during summer in this cohort. Applicants should include only those students who fulfilled the requirements for consideration for admission (i.e., who completed actionable applications) and who have been notified of one of the following actions: admission, non-admission, placement on waiting list, or application withdrawn (by applicant or institution). Admitted applicants should include wait-listed students who were subsequently offered admission. For additional description, please refer to the Common Data Set, section C1, First-Time, First-Year (Freshman) Admission.

Question 12: Include any institutionally awarded scholarships, fellowships, or grants (as reported in Question 5). DO NOT include: federal or state grant aid, private scholarships, institutional matches for externally funded student aid grants, transfers from the current fund to student loan funds, tuition waivers/tuition remission, tuition benefits for institutional employees or their dependents, or tuition exchange programs. Approximate percentages in the three categories should sum to 100. If your institution cannot or will not answer this question, please leave blank.

Question 13: At most institutions, Fiscal Year 2014 refers to the period from July 1, 2013 - June 30, 2014.