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SAEOPP Priority 1 TrainingSAEOPP Priority 1 Training

The ABCs of the APR & PE:The ABCs of the APR & PE:

Overview of Talent Search & Educational Overview of Talent Search & Educational Opportunity Centers Opportunity Centers

Annual Performance Report Annual Performance Report & &

Prior Experience AssessmentPrior Experience Assessment

Presenter: Lourdes ZavalaPresenter: Lourdes Zavala

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PresenterPresenter

Lourdes ZavalaLourdes Zavala

Data/Technology CoordinatorData/Technology Coordinator

Center for Educational Access & OutreachCenter for Educational Access & Outreach

Colorado State UniversityColorado State University

Fort Collins, ColoradoFort Collins, Colorado

lzavala@lamar.colostate.edulzavala@lamar.colostate.edu

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Session Overview Session Overview

Detailed review of the Annual Performance Detailed review of the Annual Performance Report (APR) and Prior Experience (PE) Report (APR) and Prior Experience (PE) Criteria for TS/EOC Programs. Criteria for TS/EOC Programs.

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Annual Performance ReportAnnual Performance Report

PurposesPurposesPurposesPurposes

Evaluate Evaluate PerformancePerformance

ComplianceComplianceRequirementsRequirements

FundingFundingContinuedContinued

ProgrammaticProgrammaticChangesChanges

Prior Prior ExperienceExperience

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What’s to be gained?What’s to be gained?

A data-oriented picture of our projectA data-oriented picture of our project A mechanism for strategizing and A mechanism for strategizing and

implementing programmatic changesimplementing programmatic changes A sense of our project in relation to othersA sense of our project in relation to others A view of national performance of EOC/TSA view of national performance of EOC/TS

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Letter to TS/EOC Project DirectorsLetter to TS/EOC Project Directors

New online form is available; need to New online form is available; need to register and set up passwordregister and set up password

Instructions available onlineInstructions available online Form is pre-populated - #’s and %’s from Form is pre-populated - #’s and %’s from

Program Profile of your funded grant Program Profile of your funded grant application.application.

Form will be program specific – EOC & TSForm will be program specific – EOC & TS APR Reporting Period = “Budget Period”APR Reporting Period = “Budget Period”

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Performance Report Submission DatesPerformance Report Submission Dates The instructions for submitting the report and The instructions for submitting the report and

the links to the secured website maintained by the links to the secured website maintained by the contractor will be available on the contractor will be available on November 3, November 3, 20082008, at the following Web addresses: , at the following Web addresses:

http://www.ed.gov/programs/triotalent/report.html (for http://www.ed.gov/programs/triotalent/report.html (for Talent Search)Talent Search)

http://www.ed.gov/programs/trioeoc/report.html (for EOC) (for EOC)

Deadline: Deadline: November 30, 2008

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TS & EOC APR FormatTS & EOC APR FormatFour Sections:Four Sections:

I.I. Project Identification, Certification, and Project Identification, Certification, and Warning (Pre-populated) Warning (Pre-populated)

II.II. Participant Demographics & Target Participant Demographics & Target School InfoSchool Info

III.III. Educational Status Educational Status at time of first serviceat time of first service in budget periodin budget period

IV.IV. Educational Status Educational Status at end of budget at end of budget periodperiod

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Section I: Project IdentificationSection I: Project IdentificationI.I. Project IdentificationProject Identification

PR/Award NumberPR/Award NumberGrantee/InstitutionGrantee/Institution

II.II. CertificationCertificationDirector’s NameDirector’s NamePerson Entering DataPerson Entering Data

III.III. WarningWarning

* Once APR submitted online, this page MUST be * Once APR submitted online, this page MUST be signed and faxed to 540-301-0307signed and faxed to 540-301-0307

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Section II: Participant Demographics Section II: Participant Demographics & Target Schools& Target Schools

Number of Participants Served:Number of Participants Served:– Participation Status (New or Continuing)Participation Status (New or Continuing)– Eligibility; Race/Ethnicity; Gender; AgeEligibility; Race/Ethnicity; Gender; Age– Veteran Status & Limited English ProficiencyVeteran Status & Limited English Proficiency

Target Schools Listing & National Center for Target Schools Listing & National Center for Education Statistics ID# found at: Education Statistics ID# found at:

http://www.nces.ed.gov/ccd/schoolsearch/

New schools should be added only if you have received prior New schools should be added only if you have received prior written approval from your program specialist.written approval from your program specialist.

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Who is a Who is a ParticipantParticipant??

Participant:Participant:– Eligible (per program regulations)Eligible (per program regulations)– Served in program year 2007-2008Served in program year 2007-2008

Participation Status:Participation Status:-- New Participant – served for the first time in New Participant – served for the first time in

the 2007-08 budget periodthe 2007-08 budget period- Continuing Participant – served in a previous - Continuing Participant – served in a previous

budget period and served again in the 2007-08 budget period and served again in the 2007-08 budget period.budget period.

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TS & EOC APR FormatTS & EOC APR Format

Sections III and IV each exist in two Sections III and IV each exist in two versionsversions

One for TS and the other for EOC, so as One for TS and the other for EOC, so as to reflect the Programs' different to reflect the Programs' different standard objectives.standard objectives.

Sections III and IV provide the details for the extent to which we have met our goals and objectives

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ETS OBJECTIVESETS OBJECTIVES

ETS: OF PARTICULAR ETS: OF PARTICULAR INTERESTINTEREST

1.1. Non-senior secondary school studentsNon-senior secondary school students

2.2. Graduating seniors Graduating seniors

3.3. ““College Ready” participantsCollege Ready” participants

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EOC OBJECTIVESEOC OBJECTIVES

EOC: OF PARTICULAR EOC: OF PARTICULAR INTERESTINTEREST

1.1. Individuals who have not received a high school diploma or Individuals who have not received a high school diploma or equivalent and are not currently enrolled in a continuing equivalent and are not currently enrolled in a continuing education programeducation program

2.2. ““College Ready” participantsCollege Ready” participants

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Section III: TS and EOC Educational Section III: TS and EOC Educational Status at Time of First ServiceStatus at Time of First Service

Number of participants sorted first by age group Number of participants sorted first by age group and then educational level:and then educational level:

– TS:TS:» Middle/High School Aged StudentsMiddle/High School Aged Students

» Participants Aged 19 and OlderParticipants Aged 19 and Older

– EOC:EOC:» Participants Aged 19 and OlderParticipants Aged 19 and Older

» High School Aged StudentsHigh School Aged Students

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Section III: TS and EOC EducationalSection III: TS and EOC EducationalStatus at Time of First Service ContinuedStatus at Time of First Service Continued

Sorted second by Educational Level:Sorted second by Educational Level:– TS & EOC:TS & EOC:

» Grade levelGrade level

» ““College Ready” or Equivalency to high school seniorCollege Ready” or Equivalency to high school senior

» Other (high school dropouts or adults w/o HS equiv)Other (high school dropouts or adults w/o HS equiv)

» UnknownUnknown

*College Ready:*College Ready: a high school senior a high school senior a high school graduate or GED recipient who never previously enrolled in a a high school graduate or GED recipient who never previously enrolled in a

postsecondary program postsecondary program An individual enrolled in a program equivalent to a high school seniorAn individual enrolled in a program equivalent to a high school senior an adult who began college several years ago but dropped out and now wants to try an adult who began college several years ago but dropped out and now wants to try

again. again.

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Section III: Different for TS & EOC Section III: Different for TS & EOC Educational Status at Time of First ServiceEducational Status at Time of First Service

Biggest change is in identifying the # that are Biggest change is in identifying the # that are College ReadyCollege Ready for enrollment purposes. for enrollment purposes.

» TS: Four out of the program's five standard objectives TS: Four out of the program's five standard objectives apply only to "college-ready" participants.apply only to "college-ready" participants.

Educational levels Educational levels at beginning of the budget at beginning of the budget periodperiod will determine the will determine the denominator or denominator or numbernumber of students that will be evaluated in of students that will be evaluated in measuring program outcomes (PE objectives).measuring program outcomes (PE objectives).

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Section IV: Different for TS & EOCSection IV: Different for TS & EOCEducational Status at End of Budget Educational Status at End of Budget

PeriodPeriod Provides a measure of the outcomes or progress made on Provides a measure of the outcomes or progress made on

the standardized objectives. the standardized objectives.

Organized by standard TS/EOC objectives and the defined Organized by standard TS/EOC objectives and the defined measures are pre-populated with grantees' approved measures are pre-populated with grantees' approved percentages. percentages.

Data requested relates only to those groups for which we Data requested relates only to those groups for which we have a particular interest – Ex. TS students in grades 9-11have a particular interest – Ex. TS students in grades 9-11th th and their promotion to next grade level.and their promotion to next grade level.

Educational levels Educational levels at end of budget periodat end of budget period will determine will determine the the numerator or numbernumerator or number of students that will be evaluated of students that will be evaluated in measuring program outcomes (PE Objectives).in measuring program outcomes (PE Objectives).

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Submission of APR Submission of APR Log on to APR website: Log on to APR website:

https://webprod.cbmiweb.com/tseoc/ user user ID and password.ID and password.

If discrepancies exist, program specialist If discrepancies exist, program specialist and Help Desk are notified; 24 hours and Help Desk are notified; 24 hours needed to verify; access will then be needed to verify; access will then be providedprovided

Log in to APR website; reset password, Log in to APR website; reset password, gain access to Reporting featuregain access to Reporting feature

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Submission of APRSubmission of APR

Complete Sections I - IVComplete Sections I - IV Submit APR Submit APR Print Copy of APR for Your RecordsPrint Copy of APR for Your Records Print Section I & Fax to 540-301-0307Print Section I & Fax to 540-301-0307 Do not Fax Entire Report

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APR SummaryAPR Summary Progress on Standard ObjectivesProgress on Standard Objectives APR no longer provides the option for projects APR no longer provides the option for projects

to attach any sort of narrative.to attach any sort of narrative. Assess what programmatic changes need to be Assess what programmatic changes need to be

implemented?implemented?– Who recruited – educational levelsWho recruited – educational levels– Services being providedServices being provided

Assess impact to Prior ExperienceAssess impact to Prior Experience

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Prior ExperiencePrior Experience

Points awarded based on DOE’s review of Points awarded based on DOE’s review of project’s performance on Mandatory project’s performance on Mandatory Objectives Objectives

Data pulled from submitted APRs for years 1 – Data pulled from submitted APRs for years 1 – 3 of grant cycle3 of grant cycle

Five (5) points that can be earned each year for Five (5) points that can be earned each year for a total of fifteen (15) maximum pointsa total of fifteen (15) maximum points

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Prior ExperiencePrior Experience

DOE Program Officer/Specialist awards PE points DOE Program Officer/Specialist awards PE points AFTER proposals are read & scored by readersAFTER proposals are read & scored by readers

Maximum Proposal Score: Maximum Proposal Score: 100 proposal points awarded by readers100 proposal points awarded by readers

+ + 1515 PE points awarded by DOE PE points awarded by DOE 115 Total Proposal Score115 Total Proposal Score

Critical to get all PE points in TS/EOC grant Critical to get all PE points in TS/EOC grant competition competition

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Prior Experience CriteriaPrior Experience Criteria (1) (3 points) (i) Whether the applicant provided (1) (3 points) (i) Whether the applicant provided

services to the number of participants required to services to the number of participants required to be served under the approved application; andbe served under the approved application; and

TS: 600 participants minimum TS: 600 participants minimum EOC: 1000 participants minimumEOC: 1000 participants minimum

(ii) Whether two-thirds of all participants served (ii) Whether two-thirds of all participants served were low-income individuals and potential first-were low-income individuals and potential first-generation college students.generation college students.

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Prior Experience CriteriaPrior Experience Criteria (2) (6 points) The extent to which the applicant (2) (6 points) The extent to which the applicant

met or exceeded its objectives regarding the met or exceeded its objectives regarding the retention, retention, reentryreentry, and graduation levels of , and graduation levels of secondary school participants.secondary school participants.

EOC OnlyEOC Only: Enrollment in a Continuing Education : Enrollment in a Continuing Education ProgramProgram

TS OnlyTS Only: Secondary School Promotion: Secondary School Promotion

TS OnlyTS Only: Secondary School Graduation: Secondary School Graduation

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Prior Experience CriteriaPrior Experience Criteria (3) (6 points) The extent to which the applicant met (3) (6 points) The extent to which the applicant met

or exceeded its objectives regarding the or exceeded its objectives regarding the admissionadmission or or reentryreentry of participants to programs of postsecondary of participants to programs of postsecondary education.education.

TS & EOC:TS & EOC: Application for Student Financial Aid Application for Student Financial Aid

TS & EOC: TS & EOC: Application for Postsecondary Application for Postsecondary Education AdmissionsEducation Admissions

TS & EOC: TS & EOC: Postsecondary Education EnrollmentPostsecondary Education Enrollment

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TS Prior Experience Criteria Chart TS Prior Experience Criteria Chart

TS Prior Experience Assessment FormTS Prior Experience Assessment Form

Standardized ObjectiveMaximum

Points/YearYear 1Points

Year 2Points

Year 3Points

Total Points

Funded Number & % Both FG/LI 1 1

Secondary School Promotion 1 1

Secondary School Graduation 1 0

Application for Stu Financial Aid 1 0

Application for PSE Admissions

Postsecondary Education Enrollment

1 1

Total Points Earned: 5 3

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EOC Measure:Maximum

Points/YearYear 1Points

Year 2Points

Year 3Points

Total Points

Funded Number & % Both FG/LI

1 1

Enrollment in Cont Ed Program 1 1

Application for Stu Financial Aid 1 1

Application for PSE Admissions 1 1

Postsecondary Education Enrollment

1 0

Total Points Earned: 5 4

EOC Prior Experience Criteria Chart EOC Prior Experience Criteria Chart

EOC Prior Experience Assessment FormEOC Prior Experience Assessment Form

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Questions & AnswersQuestions & Answers