Enrollment management by colleges and universities Introduction - PowerPoint PPT Presentation

Enrollment management Ozan Jaquette Enrollment management by colleges and universities Introduction Title IV aid Public universities Discussion Ozan Jaquette ozanj@ucla.edu UCLA Department of Education November 2016 No Board endorsement of any person or entity Ozan Jaquette 1/ 13

Presentation outline Enrollment management 1 Introduction: Federal goals and institutional enrollment Ozan Jaquette management behavior Introduction Title IV aid Public universities 2 Allocation of Title IV financial aid Discussion Enrollment management at public universities 3 4 Research and policy discourse No Board endorsement of any person or entity Ozan Jaquette 2/ 13

Federal role in student access and success Enrollment Title IV federal financial aid management Ozan Jaquette Enables students to attend college Introduction Title IV institutions Title IV aid Public Institutions eligible to enroll students receiving Title IV aid universities Federal govt. is principal; Title IV institutions are agents Discussion Title IV eligibility requirements Institution-level accreditation Office of Postsecondary Education (OPE) administrative requirements Performance requirements related to student outcomes Cohort default rates No Board endorsement Gainful employment of any person or entity Ozan Jaquette 3/ 13

Overview of research program Enrollment management behavior of colleges and universities Enrollment Research program management Ozan Jaquette How do colleges and universities change behavior to generate enrollment from desired student populations? Introduction Title IV aid What is enrollment management? Public universities Integrates activities of admissions, financial aid, recruiting Discussion Goal is to “influence the characteristics and size of enrolled students” (Hossler & Bean, 1990, p. xiv) What enrollment goals do Title IV institutions? Access , academic prestige , and tuition revenue Synergies and tensions between enrollment goals No Board endorsement of any person or entity Ozan Jaquette 4/ 13

Mean tuition revenue as a percent of total revenue 2003-04 to 2013-14 Enrollment management Public four-year Private non-profit four-year 35 Ozan Jaquette 80 30 60 Introduction 25 40 Title IV aid 20 20 Public 2004 2006 2008 2010 2012 2014 2004 2006 2008 2010 2012 2014 universities Research I (N=48) Research II (N=40) Research I (N=101) Research II (N=62) Discussion Master's (N=305) BA (N=439) Master's (N=261) Bachelor's (N=63) For-profit In the city of New York... 90 50 40 80 30 20 70 10 60 0 2004 2006 2008 2010 2012 2014 2004 2006 2008 2010 2012 2014 NYU Columbia 4-yr (N=213) 2-yr (N=652) Cuny Grad Less-than 2-yr (N=1,187) Note: For publics, tuition revenue excludes external student grant aid (e.g., Pell) No Board endorsement Use 2000 Carnegie to classify public and private non-profit of any person or entity Ozan Jaquette 5/ 13

Percent of undergraduates receiving Pell grant aid 2004-05 to 2014-15 Enrollment management Public four-year Private non-profit four-year 50 50 Ozan Jaquette Introduction 30 30 Title IV aid 10 10 Public 2005 2007 2009 2011 2013 2015 2005 2007 2009 2011 2013 2015 universities Research I (N=48) Research II (N=40) Research I (N=101) Research II (N=61) Discussion Master's (N=305) BA (N=439) Master's (N=261) Bachelor's (N=63) For-profit National poverty rate 80 16 70 14 60 50 12 40 2005 2007 2009 2011 2013 2015 4-yr (N=178) 2-yr (N=640) 10 Less-than 2-yr (N=1,149) 2005 2007 2009 2011 2013 2015 Note: Enrollment based on 12-month headcount; Pell data from Office of Federal Student Aid No Board endorsement Use 2000 Carnegie to classify public and private non-profit of any person or entity Ozan Jaquette 6/ 13

Federal financial aid Disbursement, repayment, and default Enrollment Total federal loans disbursed Median federal loans per FTE Number of loans entering repayment management 8 5 100 $ thousands (2015 CPI) 4 Ozan Jaquette $ billions (2015 CPI) 6 75 Millions 3 4 50 2 Introduction 25 2 1 Title IV aid 0 0 0 2000 2002 2004 2006 2008 2010 2012 2014 2016 2000 2002 2004 2006 2008 2010 2012 2014 2005 2006 2007 2008 2009 2010 2011 2012 2013 Public Pub 4-yr Non-prof Pub 4-yr Non-prof Pub 4-yr Non-prof universities Pub 2 -yr Prof Pub 2-yr Prof Pub 2-yr Prof Discussion Total federal grants disbursed Median federal grants per FTE Number of loans defaulting within 3 years 40 4 100 200 300 400 500 600 $ thousands (2015 CPI) $ billions (2015 CPI) 30 3 Thousands 20 2 10 1 0 0 0 2000 2002 2004 2006 2008 2010 2012 2014 2016 2000 2002 2004 2006 2008 2010 2012 2014 2005 2006 2007 2008 2009 2010 2011 2012 2013 Pub 4-yr Non-prof Pub 4-yr Non-prof Pub 4-yr Non-prof Pub 2-yr Prof Pub 2-yr Prof Pub 2-yr Prof FTE enrollment based on 12-month instructional activity Public 2-year includes less-than-2-year institutions No Board endorsement of any person or entity Ozan Jaquette 7/ 13

Mean 3-year cohort default rate, 2005-2013 (Year refers to year loan entered repayment) Enrollment management 20 Ozan Jaquette Introduction 15 Title IV aid Default rate Public universities 10 Discussion 5 0 2005 2006 2007 2008 2009 2010 2011 2012 2013 Pub 4-yr Non-prof Pub 2-yr Prof No Board endorsement of any person or entity Ozan Jaquette 8/ 13

Allocation of Title IV loans by 3-yr CDR band Year of CDR assigned to end date of 3-year CDR window (e.g., 2013 3-yr CDR assigned to 2015-16) Enrollment All sectors Public 2-year or less-than-2-year For-profit 2-year or less-than-2-year management 10 8 100 8 Ozan Jaquette 6 $ billions (2015 CPI) $ billions (2015 CPI) $ billions (2015 CPI) 75 6 4 Introduction 50 4 2 25 Title IV aid 2 0 0 0 Public 2008 2010 2012 2014 2016 2008 2010 2012 2014 2016 2008 2010 2012 2014 2016 universities CDR 0-15 CDR 15-30 CDR 0-15 CDR 15-30 CDR 0-15 CDR 15-30 CDR 30+ CDR 30+ CDR 30+ Discussion Non-profit 4-year Public 4-year For-profit 4-year 40 20 40 30 $ billions (2015 CPI) 5 15 30 $ billions (2015 CPI) $ billions (2015 CPI) 20 20 10 10 10 0 0 0 2008 2010 2012 2014 2016 2008 2010 2012 2014 2016 2008 2010 2012 2014 2016 CDR 0-15 CDR 15-30 CDR 0-15 CDR 15-30 CDR 0-15 CDR 15-30 CDR 30+ CDR 30+ CDR 30+ No Board endorsement of any person or entity Ozan Jaquette 9/ 13

Allocation of Title IV grants by 3-yr CDR band Year of CDR assigned to end date of 3-year CDR window (e.g., 2013 3-yr CDR assigned to 2015-16) Enrollment All sectors Public 2-year or less-than-2-year For-profit 2-year or less-than-2-year management 40 12 4 10 Ozan Jaquette 30 3 $ billions (2015 CPI) $ billions (2015 CPI) $ billions (2015 CPI) 8 20 6 2 Introduction 4 10 1 Title IV aid 2 0 0 0 Public 2008 2010 2012 2014 2016 2008 2010 2012 2014 2016 2008 2010 2012 2014 2016 universities CDR 0-15 CDR 15-30 CDR 0-15 CDR 15-30 CDR 0-15 CDR 15-30 CDR 30+ CDR 30+ CDR 30+ Discussion Non-profit 4-year Public 4-year For-profit 4-year 12 5 6 10 4 $ billions (2015 CPI) 1 $ billions (2015 CPI) $ billions (2015 CPI) 8 4 6 3 4 2 2 2 0 0 0 2008 2010 2012 2014 2016 2008 2010 2012 2014 2016 2008 2010 2012 2014 2016 CDR 0-15 CDR 15-30 CDR 0-15 CDR 15-30 CDR 0-15 CDR 15-30 CDR 30+ CDR 30+ CDR 30+ No Board endorsement of any person or entity Ozan Jaquette 10/ 13

Number of Title IV institutions 2003-04 to 2015-16 Enrollment management 2,000 Ozan Jaquette Introduction 1,500 Title IV aid Public 1,000 universities Discussion 500 0 2004 2006 2008 2010 2012 2014 2016 Pub 4-yr Non-prof Pub 2-yr Prof No Board endorsement of any person or entity Ozan Jaquette 11/ 13

Creating the out-of-state university Enrollment management at public universities Enrollment State appropriations Net tuition revenue Resident freshman headcount management 3,000 4,000 300 300 Ozan Jaquette $ millions (2014 CPI) $ millions (2014 CPI) 200 200 2,000 Introduction 100 0 1,000 0 1 Title IV aid 0 0 0 2003 2005 2007 2009 2011 2013 2003 2005 2007 2009 2011 2013 2003 2005 2007 2009 2011 2013 2015 Public Res 2 (N=58) Res I (N=99) Res II (N=58) Res I (N=99) Res II (N=58) universities Res 1 (N=99) BA (N=66) MA (N=250) BA (N=66) MA (N=250) BA (N=66) MA (N=250) Discussion Resident price Nonresident price Nonresident freshman headcount 1,500 25 25 $ thousands (2014 CPI) 20 $ thousands (2014 CPI) 20 1,000 15 15 10 10 500 5 5 0 0 0 2015 2015 2003 2005 2007 2009 2011 2013 2003 2005 2007 2009 2011 2013 2015 2003 2005 2007 2009 2011 2013 Res I (N=99) Res II (N=58) Res I (N=99) Res II (N=58) Res I (N=99) Res II (N=58) MA (N=250) BA (N=66) MA (N=250) BA (N=66) MA (N=250) BA (N=66) Freshman migration data available every other year Net tuition revenue excludes student grant aid from external sources (e.g., Pell) No Board endorsement of any person or entity Ozan Jaquette 12/ 13