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Agenda• Who is the Oregon Student Access

Commission?

• Defining affordability with the Shared Responsibility Model

• The state of the Oregon Opportunity Grant

www.OregonStudentAid.gov

Oregon Student Access Commission

MissionTo create a college-going culture for all Oregonians

by providing access through information, mentoring, and financial support.

VisionAn organization of innovation and excellence

in a leading college-going state.

OSAC

Kindergarten

Post- secondaryEducation or Training

Elementary

Middle School

High School

OSAC Advocates for All Students

Shared Responsibility Model

A definition of affordability for Oregon starting in 2008-09.

Average Cost of Attendance (public 2-yr or 4-yr)

- Student share (work, loan, savings, scholarships, etc.)

- Family share (Expected Family Contribution)

- Federal share (Pell amount and/or Tax Credit)

= Unmet need

= Opportunity Grant award up to current award max.

SRM Components

2012-13 Full Need Student

$19,976 (Pub or Priv 4-yr)

— $8,700 (Student Share)

— $0 (Family Share)

— $5,550 (Federal Share)

= $5,726 (Unmet need)

= $1,950 OOG award

$16,539 (Public 2-yr)

— $5,700 (Student Share)

— $0 (Family Share)

— $5,550 (Federal Share)

= $5,289 (Unmet need)

= $1,950 OOG award

Projected Student ImpactSource: Fact Sheet “Senate Bill 334 Shared Responsibility Program, 2007 Legislative Session”

Establishing the “shared responsibility” Oregon Opportunity Grant would:

1. Increase the number of eligible students while continuing to assist currently eligible students.

2. Extend grant aid to many middle-income families currently not eligible for an OOG

3. Increase average grant size4. Assist half-time students (6 credit hours)5. Enable students with financial need to be able to work

their way through college, with lower borrowing amounts for many students

6. Help increase educational attainment in the state, bolstering the ability of Oregonians to contribute to the economy and society.

Oregon Opportunity Grant

The State of Today

Thank You Legislators

Eligible OOG Applicants vs Recipients

# Eligible Applicants (by 1st Oregon College) SRM Years2003-

042004-

052005-

062006-

072007-

082008-

092009-

10 2010-112011-

12CC 30,853 31,176 29,887 27,057 27,581 49,434 72,993 88,053 112,701OUS 13,505 13,901 13,134 12,742 12,209 21,388 21,585 24,907 36,268IND 2,063 2,167 2,185 2,088 2,084 3,872 3,628 4,632 6,886TTL 46,421 47,244 45,206 41,887 41,874 74,694 98,206 117,592 155,855

# OOG Recipients SRM Years

2003-04 2004-05 2005-06 2006-07 2007-082008-

092009-

102010-

112011-

12CC 10,575 10,022 12,885 15,479 15,919 20,013 26,211 5,278 15,091OUS 7,896 7,941 10,070 10,126 9,801 15,710 14,615 6,174 11,459IND 1,044 1,138 1,177 1,562 1,636 2,744 2,310 1,517 2,348TTL 19,515 19,101 24,132 27,167 27,356 38,467 43,136 12,969 28,896

Percent Recipients vs. Eligible Applicants SRM Years

2003-04 2004-05 2005-06 2006-07 2007-08 2008-092009-

102010-

112011-

12CC 34.3% 32.1% 43.1% 57.2% 57.7% 40.5% 35.9% 6.0% 13.4%OUS 58.5% 57.1% 76.7% 79.5% 80.3% 73.5% 67.7% 24.8% 31.6%IND 50.6% 52.5% 53.9% 74.8% 78.5% 70.9% 63.7% 32.8% 34.1%TTL 42.0% 40.4% 53.4% 64.9% 65.3% 51.5% 43.9% 11.0% 18.6%

Maximum OOG AwardsMax

Award CC OUS PRIV

2001-02 $1,044 $1,254 $2,922

2002-03 $1,044 $1,254 $2,922

2003-04 $1,164 $1,401 $2,866

2004-05 $1,257 $1,482 $2,968

2005-06 $1,323 $1,587 $3,114

2006-07 $1,398 $1,674 $3,366

2007-08 $1,470 $1,752 $3,507

2008-09 $2,600 $3,200 $3,200

2009-10 $2,600 $3,200 $3,200

2010-11 $1,800 $1,950 $1,950

2011-12 $1,800 $1,950 $1,950

2012-13 $1,950 $1,950 $1,950

2013-14 $2,000 $2,000 $2,000

OOG Disbursements

Opportunity Grant Dollars Disbursed by College Sector

$$ Disbursed 2007-09 2009-11 2011-12 (1 year)

CC $44,704,754 $50,027,693 $19,236,960

OUS $46,990,481 $38,273,487 $20,015,374

IND $10,963,635 $7,104,303 $4,106,336

TTL $102,658,870 $95,405,483 $43,358,670

Graph of OUS T and F and ave OOG amount.

OOG vs. Tuition & Fees Annual Average Tuition and Fees* by Sector

2004-

052005-

062006-

072007-

082008-

092009-

102010-

112011-

12Oregon University System $5,036 $5,224 $5,393 $5,856 $6,125 $6,716 $7,217 $7,676

Community Colleges $2,635 $2,726 $2,799 $3,176 $3,331 $3,584 $3,710 $4,239

Independent Not-for-profit Colleges $19,457 $20,591 $20,705 $22,566 $24,180 $25,666 $27,157 $27,432* basic costs all students pay, costs as reported by schools to OSAC

Percent of Average Tuition & Fees Covered by OOG 2007-08 2008-09 2009-10 2010-11 2011-12Oregon University System 30% 52% 40% 27% 25%Community Colleges 46% 78% 73% 49% 42%

Independent Institutions 16% 13% 10% 7% 7%

OOG vs. Cost of AttendanceEstimated Average Annual Cost of Attendance (COA) by Sector

2004-05 2005-06 2006-07 2007-08 2008-09 2009-10 2010-11 2011-12

OUS $14,404 $15,036 $15,630 $16,483 $17,494 $18,536 $18,966 $19,976

CC $12,003 $12,538 $13,036 $13,803 $14,700 $15,404 $15,459 $16,539

PRIV $28,825 $3,0403 $30,942 $3,3193 $35,549 $37,486 $38,906 $39,829

Percent of Average Cost of Attendance Covered by OOG

2007-08 2008-09 2009-10 2010-11 2011-12

Oregon University System 10% 17% 14% 10% 10%

Community Colleges 11% 19% 18% 12% 11%

Independent Institutions 11% 9% 7% 5% 5%

Cost of Attendance includes tuition & fees, room & board, books & supplies, transportation, and miscellaneous personal expenses.

Percentage of Oregon Opportunity Grants by Dependency Status

Academic year 2007-08 2008-09 2009-10 2010-11 2011-12 2012-13Dependent 33.10% 39.15% 30.21% 40.20% 41.88% 37.29%

Independent 67.90% 60.85% 69.79% 59.80% 58.12% 62.71%

Demographics of OOG

Percentage of OOG Recipients by Grade Level

Grade Level

2007-08 2008-09 2009-10 2010-11 2011-12TTL TTL TTL TTL TTL

0 18.7% 21.0% 21.0% 20.7% 21.6%1 15.5% 15.5% 20.7% 14.2% 17.6%2 26.2% 25.8% 25.7% 27.4% 28.7%3 21.0% 20.8% 18.6% 22.2% 19.7%4 14.1% 12.7% 10.3% 12.6% 9.9%5 4.3% 4.1% 3.5% 3.0% 2.3%

0 = Never attended college and 1st year undergraduate1 = Attended college before and 1st year undergraduate2 = 2nd year undergraduate/sophomore3 = 3rd year undergraduate/junior4 = 4th year undergraduate/senior5 = 5th year/other undergraduate

Demographics of OOG cont.

Percent of OOG Recipients by Income Ranges

2005-07 2007-09 2009-11 2011-12 (1 year)

# Recip % # Recip % # Recip % # Recip %

$0 - $9,999 26,645 51.3% 27,059 40.6% 24,235 42.7% 11,171 38.1%

$10,000-$19,999 12,740 24.5% 15,642 23.5% 14,602 25.7% 5,845 20.0%

$20,000-$29,999 8,649 16.7% 10,548 15.8% 9,516 16.8% 4,371 14.9%

$30,000-$39,999 3,257 6.3% 6,976 10.5% 5,292 9.3% 2,755 9.4%

$40,000-$49,999 582 1.1% 3,624 5.4% 2,501 4.4% 2,265 7.7%

$50,000-$59,999 15 0.0% 1,879 2.8% 304 0.5% 1,694 5.8%

$60,000-$69,999 6 0.0% 780 1.2% 146 0.3% 1,063 3.6%

$70,000 up 18 0.0% 154 0.2% 138 0.2% 122 0.4%

51,912 100.0% 66,662 100.0% 56,734 100.0% 29,286 100.0%

OOG Issues Today• Our students need more $.• Funding late entry students not just early applicants.• What is the purpose of OOG – to drive access,

completion or both?• Lack of research in understanding the program and

its outcomes.• Effective utilization of the SRM in today’s

environment.• Providing hope, simplicity and inspiration with the $.

Contact Information

Josette Green, Executive Director Oregon Student Access Commission

Phone: 541-687-7377Email: josette.l.green@state.or.us

www.OregonStudentAid.gov