Transcription
Overview of theAnnual Institutional Update (AIU)W. Allen RichmanSr. Dir. for Research
How did we get here?Standards for Accreditation and Requirements of Affiliation (Fall2014)New process (Fall 2016)AIUDataUpdate on recommendations from the commissionMPPRPeer review of AIU data and recommendation updatesUse existing data
Defining “here”MSCHE rolling out new processNew Research Unit within MSCHEData is out there (IPEDS, Score Card, Student Financial Aid, etc.)Plan to integrate data into accreditation processes
Defining “here” and looking forwardThe Goal:An accurate measurement of Institutional health (focused on StudentAchievement and Financial Health)Here now:Available metrics used to measure Student Achievement and Financial Health.Looking Forward development of improved metrics to achieve the goalPart-time student graduation rates (IPEDS)Transfer rates (NSC)Completion after transfer rates (NSC)
AIU (Annual Institutional Update)AIUIPLarge set of metricsDefinitions shifted over theyearsOrganically grownPrimary focus was to monitorinstitutionsComparisons: current year toprevious yearOnly metrics that showpromise in achieving the goalStandardized definitionsClear goal to use the data(MPPR)Always examine 5-year trendIncludes update reports onrecommendations
MPPR (Mid-Point Peer Review)Occurs 4 years before the next Self-Study ReviewReview of 4 years of AIU collectionsAll mandatory dataOnly those “additional MPPR metrics” the institution has chosenBoth “parts” (data report and updates) reviewed by peersInstitutions receive feedback from peer reviewers
AIU Data ReportContextData to provide MPPR peer-reviewers with context of the institutionStudent AchievementGraduation ratesLoan repaymentLoan defaultFinancial HealthFinancial RatiosComponents of RatiosFinancial UploadsOptional Uploads(e.g., Licensure Exam Pass Rates, Career placement data, NSC studenttracker data, etc.)*
AIU: ContextTo provide context for MPPR peer reviewers the AIU will include:Location (longitude and latitude)Carnegie ClassificationLink to websiteCatalogEnrollment (headcounts)Graduate / UndergraduateFull- and Part-timeFall / 12-monthRace / EthnicityAge of students (18-24, 25-64, 65 )Pell recipientsDistance Ed (none, some, all)
AIU: Context cont.To provide context the AIU will include:FTE%FTFTPrograms OfferedDistance
AIU: Context
AIU: Context*
AIU: Student AchievementGraduation Rates 150%Race/EthnicityGenderGR200200% graduation rateTransfer rate
AIU: Student Achievement cont.
AIU: Financial HealthPrimary Reserve RatioViability RatioReturn on Net Assets RatioOperating Revenues RatioNet Income RatioDebt Burden RatioTuition Discount RatioTuition Dependency Ratio
AIU: Financial Health cont.
AIU Annual process:*SpringIPEDS preliminary data and other data sources uploaded by MSCHE staff topopulate the institution’s portal early AprilAIU open for data collection April/May*Member institutions were informed February 2018 that the developmentof a new online portal system has pushed the AIU collection back for the2018 year only. This presentation provides the regular cycle of the AIU asit will be in 2019 onward. The last slide of this presentation provides anoverview of the modified 2018 year collection.
How it will work:AprilLogin to Portal and review the data
How it will work:Institution PortalNew MSCHE system which will be the primary conduit forengaging MSCHE for:Self StudySub-ChangeCompletion of the AIUAnd more
How it will work:AprilCurrent and historical AIU data will be available in the portalyear roundAIU will only be editable for a few weeks each yearAIU Data will be entered for each unique IPEDS ID
How it will work:Review the pre-populated dataEither on the screenOr in the download
How it will work:What if my institution doesn’t complete IPEDS?Blocks will be empty and you will enter the data.
How it will work:Variances on certain measures will trigger a requiredresponse to explain the change in the data over the years
How it will work:Every variable will havea brief explanation
How it will work:Every variable will havea brief explanationa complete definition
How it will work:Additional SupportOnline Chat help with Research Unit staffEmail support system: support@msche.org
How it will work:Errors in pre-populated data mean one of two possibilities:1. Erroneous data was uploaded to IPEDSFirst check IPEDS to see if values are identicalIf IPEDS is the same as MSCHE portal then the change needs to bemade with IPEDS2. There was an error with the upload process:If the IPEDS data and the MSCHE data do not match, contact theMSCHE research unit
How it will work:All metrics are required during the AIUNot all AIU metrics will be part of the MPPR
How it will work:For a group of metrics, it is up to the institution if they areincluded in the Mid-Point Peer Review, and thus visible topeer reviewers during that process.Including metrics in the MPPR will be made on the first AIUfollowing Self-Study.For 2018 all institutions will select which metrics to include fortheir next MPPR.
Metrics institutions can choose to bepart of peer reviewContext% Developmental% First Generation% Minority% Non-traditional% Part-time% Pell
How it will work:Even if your institution completes IPEDS there are someadditional data that will be required. Fall IPEDS cohort1. % Developmental2. % First-generation3. Catalog4. Fall Dual Enrollmentheadcount5. Student Achievementwebpage IPEDS Fiscal Year6. Depreciation Expense Most Recent Audit7. Net Assets Start of Year8. Adjustment to Start9. Net Assets End of Year
How it will work:Beyond the numbers the AIU also requires some uploads:The exact uploads required from your institution will depend onthe Control, and other characteristics.Audited FinancialsTitle IV Compliance AuditsUSDE Composite Score letterBond rating for New DebtissuedFinancial audit from parentcorporation(s)
How it will work:In addition to all of the metrics already discussed, aninstitution can upload, up to 3, additional documentsconcerning Student Achievement.
How it will work:In addition to all of the metrics already discussed, aninstitution can upload, up to 3, additional documentconcerning Student Achievement.Some possible examples ofreports an institution mightwant to consideruploading: Voluntary Framework ofAccountability (VFA)Annual Reports Student AchievementMeasure (SAM) National StudentClearinghouse reports Licensure Exam PassRates Graduate Survey Results Career placement Etc.The format of these documents should be data reports, graphs,or tables with minimal narrative.Each document less than 30 pagesThese additional data files will be available to peerreviewers during the MPPR
Timeline for 2018 ONLYMarch/AprilAIU Data Dictionary available on MSCHE websiteMay-July we suggest institutionsDetermine what metrics to include in the MPPR?Use the data dictionary to gather/calculate AIU metricsCollect necessary uploadsAugust institutions gain access to MSCHE Portal systemEngage training videosEnd of AugustAIU opens for data entry
Questions?
AIU open for data collection April/May *Member institutions were informed February 2018 that the development of a new online portal system has pushed the AIU collection back for the 2018 year only. This presentation provides the regular cycle of the AIU as it will be in 2019 onward. The last slide of this presentation provides an
