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2012-13 Annual Report and 2013-14 Annual Planning and Budgeting Report Academic Affairs - Enrollment Services Goals, objectives, and action opportunities from the Enrollment Management Task Force’s report on Optimizing Our Enrollment Management are included in the annual report to help map our activities to the Strategic Plan Document. MISSION The following offices comprise the Division of Enrollment Services:

Undergraduate Admissions

Diversity Access and Achievement

Registrar

Office for Veterans and Military Personnel

Student Financial Services

Student Scholarships

IUPUI & Ivy Tech Office of Coordinated Programs (Passport) The mission of Enrollment Services is to enhance the quality of the IUPUI student body and the overall educational experience by

Cultivating, recruiting, admitting, and enrolling well-prepared undergraduate students from diverse backgrounds;

Supporting students with scholarships (undergraduate) and financial aid services (undergraduate and graduate);

Providing efficient systems, resources and services to assist students in their interactions with the university.

The vision of Enrollment Services is to contribute to establishing IUPUI as a premier destination for individuals from diverse backgrounds to interact within an urban environment. The offices seek to provide services of the highest quality to prospective and enrolled students through coordinated services within a courteous, welcoming environment that ensures that the campus both attracts and retains IUPUI's desired student population. Enrollment Services is committed to providing timely and accurate data and efficient systems, resources and services to help faculty and staff perform the work of the university. Effectively cultivate, recruit, admit, and enroll a well-prepared and diverse student population to meet the criteria of IUPUI’s enrollment management plan. Work with academic units to help retain students and to improve the probability of student graduation, optimally within 4 years. Related goals, objectives, and action opportunities from the Enrollment Management Task Force’s report on Optimizing Our Enrollment Management: POLICY, INFRASTRUCTURE, PROGRAM ARRAY, AND FINANCIAL SUSTAINABILITY Establish a Division of Enrollment Management led by the senior administrator charged with the

responsibility, authority, and accountability to implement strategic enrollment planning and management through use of institutional data, development of the capacity for analytics, and use of regular assessment, including cost-analysis/return on investment modeling on SEM-related activities

Develop enrollment target scenarios Provide analysis of impacts of enrollment targets on physical capacity, instructional capacity,

scheduling, student services delivery

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Ensure that enrollment management plans and activities support the institution’s financial plan Guide development of the IUPUI enrollment management plan

Enrollment Services plays a leadership role with IUPUI’s Enrollment Management Council (EMC), the Academic Policies and Procedures Committee (APPC), and the Enrollment Management Task Force.

Enrollment Management Council o To implement a sustained, systematic, campus-wide process to manage our enrollments

through an information-based plan that matches unit goals with the campus mission; coordinates discrete activities across academic and administrative units; monitors progress; and adjusts plans in light of evolving state and community needs.

In support of these goals, council activities included:

o Coordination of initiatives focusing on prospective and continuing students, especially in the area of recruitment and in communications and marketing. Effective communication is essential in serving all student populations and contributes to retention efforts. One example of this was a presentation on Reaching First Generation College Students.

o Provision of data and improved access to data sources for use in planning, performing, and evaluating school-based and campus-level recruitment, enrollment tracking, and student support activities. One example was a detailed demonstration on use of the new version of the Point-in-Cycle system as well as related reporting services managed by the Office of Information Management and Institutional Research (IMIR). Additional examples and links appear below.

o Exchange of information among schools and offices on effective practices for recruiting and serving new and continuing students, including addressing diversity in all aspects of our activities. Specific examples appear below.

o Discussion of enrollment management-related issues and, where appropriate, recommendations for action within the academic units, campus- or university-levels.

For more details on the work of the EMC, visit its Annual Report.

Academic Policies and Procedures Committee

o APPC performs much of the detail work in the development, implementation, and monitoring of student-related academic policy. The committee also provides a valuable forum in which members can raise issues and learn from the experience of other units. Finally, APPC plays a key role in the review of proposals for new degrees, certificates, and minors.

o In addition to policy issues noted above, in 2012-13, APPC reviewed and recommended two degrees, five certificates, seven minors, one concentration, one program name change, and three certificate types for university approval and implementation as new options for IUPUI students.

For more on the work of APPC, visit its website.

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Enrollment Management Task Force o As part of IUPUI's Strategic Planning initiative, the campus began a strategic enrollment

management process. The goals of the Task Force included Implementation of a long-term coordinated enrollment planning process Providing realistic, quantifiable goals for student recruitment and students

success as measured by increases in retention and graduation. Maximizing enrollment efficiency given capacity with rooms, faculty, staff

providing student services o The major outcome of the Task Force’s efforts was production of a set of

Transformative Recommendations and detailed Strategic Enrollment Management Action Proposals. Work on this initiative will continue in 2013-14.

For more on the Enrollment Management Task Force visit its website.

Enrollment Services continued to provide leadership as IUPUI’s representative to the State Transfer and Articulation Committee (STAC). Enrollment Services worked with the schools and provided staff support in the development of the articulations of associate degrees at Ivy Tech State College and Vincennes University to baccalaureate degrees at IUPUI. STAC also oversees TransferIN, a website through which students can see how courses will transfer and apply toward meeting degree requirements at different Indiana institutions. More information on IUPUI’s work with transfer students appears below.

Evidence of Progress1:

Enrollment

2012 2013 Change % Change

IN Heads 28,789 28,802 13 0.0%

IN Credits 328,629 336,901 8,272 2.5%

IUPUC Heads 1,701 1,732 31 1.8%

IUPUC Credits 17,858 18,236 378 2.1%

IUPUI Heads* 30,451 30,488 37 0.1%

IUPUI Credits 346,487 355,137 8,650 2.5% *Official totals are adjusted for dual enrollments between Indianapolis and Columbus (39 students in 2012 and 46 in 2013). Credit hours are not affected.

1 As much of the work of Enrollment Services offices is geared toward serving students in the coming year

(recruiting and admissions, packaging financial aid, etc.), Fall 2013 data generally are used throughout the report as measures of those activities/evidence of progress unless otherwise noted.

IUPUI (IN + CO) recorded its third-highest headcount on record, following 2010 (30,566) and 2011 (30,530).

This is IUPUI's 18th consecutive record for Fall credit hours. With 19 consecutive years of credit hour increases, IUPUI’s string of credit hour growth far outdistances any other IU campus. IU East is next with 8.

78.0% of IUPUI’s degree-seeking undergraduates were full-time in Fall 2013, another record, topping last year’s 75.6%. In the Fall of 2000, 59.1% of degree-seeking undergraduates were full-time.

The campus as a whole continued its trend toward more full-time enrollment with 71.0% of students enrolled full-time in 2013, up from 68.3% in 2012. This compares with 61.3% full-time in Fall 2007 and 50.4% in 1996.

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Undergraduates increased their average credit hour load in 2013 to 12.5 from 12.1 in 2012, led by freshmen who carried 13.4 credits in 2013, up from 12.7 in 2012. All undergraduate classes increased their average credit hour load.

Residency Enrollment by Indiana residents declined by 134 heads (-0.5%). The bulk of the decline was in

graduate and non-degree students. Enrollment by non-residents was up 147 heads (+5.1%). Non-residents now account for 10.5% of campus heads and 10.1% of campus credits. These

compare with 10.0% in heads and 9.9% in credits last year. Other Activities

Continued implementation of Constituent Relationship Management tool known at IUPUI as uTalk and subsequently adopted by the larger IU system as Lifetime Constituent Communications. More details appear below.

As part of the university-wide Business Intelligence Project, the Office of Undergraduate Admissions worked with members of Information Management and Institutions Research (IMIR), University Institutional Research and Reporting (UIRR), University information Technology Services (UITS), and IU-Bloomington’s Office of Enrollment Management (OEM) to establish specifications for the “enrollment funnel” data set—a unified data set of application, admission, and enrollment data across multiple years that will provide the basis for enrollment reporting (both operational as well as summative) throughout the university system.

Enrollment Services continued its sponsorship of the Post-Admissions Communication Coordination (PACC) committee to coordinate the communications sent to students after admission from the offices within Enrollment Service, Orientation Services, University College, Housing, Honors College, and International Affairs.

Provision of training and reports is noted elsewhere in the report.

See below for activities carried out in support of EMC and APPC and additional evidence of progress in recruitment, admissions, financial aid, and enrollment.

Activities planned:

Continue activities promoting the recruitment, admission, and enrollment of desired populations.

Expand the use of uTalk to include other service and academic units. Communication with current students has been added.

Provide continued timely review of proposals for new degrees, certificates, and minors.

Working with Information Management and Institutional Research (IMIR) and others to continue emphasis on and expand availability of use of student data in planning and assessment by academic units and central units.

Completion of Enrollment Management Council and APPC projects, whether developed from EMC and APPC priorities, the Academic Plan, or the RISE Initiative.

Other activities planned in recruitment, admissions, financial aid, and record management are described below.

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Develop new tools or processes to complete required tasks more efficiently Related goals, objectives, and action opportunities from the Enrollment Management Task Force’s report on Optimizing Our Enrollment Management: Continue focus on service delivery, quality, and level of communication with students in all phases

of their engagement with the university Expand internal communications Actions taken:

Constituent Relationship Management (CRM) Implementation

The Office of Undergraduate Admissions continued to expand its use of Talisma, IU’s Constituent Relationship Management (CRM) tool, across all aspects of its operations. This included implementing the events module for the Office of Campus Visits, allowing the office to more accurately record, track and manage on-campus event attendees. The implementation of the events module also allowed the office to begin the retirement of a local database. The office also managed outgoing communications, via CRM, for Kelley School of Business, School of Education, University College and Orientation, School of Journalism, and International Admissions.

The Registrar’s Office began testing enrolled student data within the CRM system and began the design of basic campaigns. We have converted the majority of general student messages to the CRM platform. In addition, Registrar leadership team has partnered with the new Enrollment Services CRM Managers to develop a campus-wide CRM team strategy and plan for the upcoming fiscal year.

Student Financial Services improved packaging by using technological resources to automate the 2.5 GPA requirements for both the 21st Century Scholars Pledge and the Pell Pledge awards. We were also able to utilize our resources to help with the awarding of the State of Indiana’s grants (formerly known as SSACI grants during the summer term.

Student Financial Services requested and tested modifications made to existing reports maintained by USSS. These reports are used in monitoring and processing and are an important part of maintaining compliance with university, state, and federal policies and regulations. The office also made similar modifications to internal reports run locally.

Student Financial Services took steps to improve processing through initiation and coordination of the maintenance of a schedule of important tasks that should be occurring prior to the start of a new aid year or term. This move to a more systematized form of scheduling will result in more timely and efficient processing in future years.

Administrative and/or Service

The Registrar’s Office began discussion and analysis with University Student Services and Systems (USSS), IU-Bloomington, and IU-South Bend colleagues to determine the most efficient way to implement high school/dual credit (Advanced College Project) and other administrative registration processes. This is an effort to streamline the process so that all students affected are enrolled efficiently with no obstacles. To be investigated over the coming year as possible tools: eDoc via workflow; batch class permissions; Peoplesoft delivered Program Enrollment process.

Completed the creation, review, analysis and distribution of a course file to Information Management and Institutional Research (IMIR) for reporting of class detail to the Higher Learning Commission (HLC) for the IUPUI accreditation visit. The Registrar team created the appropriate schedule of classes file, completed the HLC template and provided the completed file to IMIR for their review, confirmation and official report to the HLC. Performed similar data

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analysis for the HLC Credit, Program Length and Clock Hours report related to IUPUI accreditation.

Cost Benchmarking and the Student Services Initiative

Enrollment Services offices continued to dedicate significant staff resources to IU’s Student Services initiative. The overall goals of this multi-year project are to increase customer service, make use of best practices, and reduce operating costs in the delivery of services in campus and University offices.

The Registrar served as a Core Team member on the Student Services Initiative (SSI) Phase 3 project team. In addition, all members of the Registrar Leadership Team were involved as subject matter experts. This commitment included assisting in the coordination and delivery of business process documentation with detailed flowcharts for roughly 45 student record processes. Based on the documentation and Core Team discussions, recommendations were established for the best delivery of each service and each of its components. This work has now positioned the institution to begin an implementation phase during fiscal year 2013-14 where services will be transitioned, streamlined, or modified. In addition, as a result of this initiative, the Registrar’s office is in the process of reorganizing, re-writing job descriptions, etc. to assure continued, high quality campus service in light of the shift of some responsibilities and related loss of FTE identified as part of the SSI.

The IUPUI Director of Undergraduate Admission and the IUPUI Associate Director of Student Financial Services also served as Core Team members of their respective SSI-Phase 3 review processes.

The Office of Undergraduate Admissions provided leadership and participation in the Shared Services Initiative, devoting at least .75 FTE of management staff to the Phase 1 review, and another .25 FTE of management staff to the Phase 3 review. Specifically, the office’s staff has been actively involved in the development of a plan to expand Hyland OnBase imaging and record management technology across all campuses of IU. The office will continue to devote an estimated 2 FTE or more to assist USSS in the implementation of a university-wide instance of OnBase as well as to implement it for our campus branding.

Student Information System Maintenance and Processing

Continue development, testing, implementation of enhancements and delivered upgrades to the Student Information System (SIS), the Indiana University Information Environment (IUIE), Workflow, Kuali Workflow, Onbase, Oncourse, and Ad Astra facility scheduling software.

While changes to the academic structure that drives the student information system are part of general Registrar operations and maintenance, during 2012-2013 major Academic structure updates began or were implemented. Each of these changes requires careful review, analysis and updating into the SIS.

Continue working on Business Intelligence projects that would lend themselves toward providing useful information to the campus for retention and graduation.

The Office of the Registrar continues to co-lead the university’s system-wide Student Records development/enhancement projects to the Student Information System. This level of leadership allows IUPUI priorities to be articulated and acted upon more promptly.

The Office of Undergraduate Admissions continues to be a primary leadership and provided lead testing for the enterprise adoption of Hyland OnBase as the system-wide imaging solution for prospective and continuing student records. In particular, we are focusing on improving interfaces between OnBase with other university systems (e.g., Student Information System-SIS), optical character recognition (OCR) technology to collect data from pdf versions of academic transfers, and upgrading to a new version of OnBase.

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o OnBase is a document management system used by multiple departments for data retrieval/review, scanning and imaging, document indexing/import/printing and administrative reporting.

Office Management

The Office of Undergraduate Admissions continues to examine optimal organization to maximize efficiency. In particular, the office has focused on operational staffing in anticipation of the implementation of the SSI. This reorganization was focused on further reducing response time for prospective applications to 1-2 weeks while accommodating additional numbers of applications.

Enrollment Services offices continue to hire a large number of student workers and assist them in making meaningful connections between their IUPUI education and the job skills they will need after graduation.

See also External Activities, Awards, and Appointments at end of report

Space Utilization

The Office of the Registrar updated the central Annual Space Inventory for Bureau of Facilities Programming and Utilization Office in Bloomington. Reviewed the IUPUI classrooms within the central inventory. Added/subtracted rooms as appropriate and made any room capacity or room type updates. This initiative and the updating that occurred as a result was needed in light of classroom utilization scrutiny and reporting since it is this Bureau of Facilities database that is used as the official source for IUPUI classroom utilization reports.

As members of the University Hotel and Conference Center classroom conversion team, Registrar staff consulted on the NEW classrooms that became available in what is now Hine Hall. Helped plan room sizes and setup using existing campus furniture as well as making plans for appropriate new furniture in one of the rooms.

The Office of Registrar is currently working on a major project related to classroom utilization across campus. Specifically, we are collecting and analyzing data from various relevant systems and designing a presentation format to determine possibilities for improved classroom usage. This project has been complex and time-consuming but we are hopeful the result will be a positive one.

The IUPUI School of Nursing has a master plan for the renovation of the Nursing building. As part of the planning strategy, the Registrar’s Office collected and analyzed class data to demonstrate how we might accommodate certain sections of the building (classrooms) being out-of-service for specific periods. This is an on-going, collaborative project to assist in moving the School of Nursing along with their innovative plans while also assuring little to no disruption in the adequate availability of classrooms.

Evidence of Progress:

Use of latest “best practices” in office management and operations.

Availability of operational data (numbers and frequency of transactions) for comparison.

Business process evaluations and processes moved to new on-line “workflow” environment.

Reduction in number of in-person visits to Enrollment Services offices required of students to conduct certain activities.

Faster and more accurate loading of student data to the SIS environment.

Faster and more convenient processing of drops, adds, and grade changes.

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Activities Planned:

Continued participation in the university’s Business Intelligence initiative to ensure that enrollment management data are included in the results of the working group.

Continue to work with schools in loading curricular requirements to Academic Advisement Reporting environment.

Continue to review processes in the light of available and new technology and make necessary and appropriate adjustments.

Expand communications efforts with prospective and current students through information available on Web, electronic and postal mailings, and in-person support Related goals, objectives, and action opportunities from the Enrollment Management Task Force’s report on Optimizing Our Enrollment Management: Continue focus on service delivery, quality, and level of communication with students in all phases

of their engagement with the university Actions taken:

The Office of Undergraduate Admissions focused on expanding student engagement with the campus’s social media presences. As part of a relationship negotiated between Executive Vice Chancellor Nasser Paydar and BlueFuego, the office worked with BlueFuego to conduct a review of the admissions web and social media presences. The effort focused on increasing the membership of the Facebook pages for Admissions and the “Class of 2017” page for incoming freshmen. Improved outreach grew the IUPUI Class of 2017 Facebook page to 1300+ fans; the comparable Class of 2016 number was roughly 700 last year. In addition, the office facilitated greater engagement on the pages (as well as on Instagram) by offering a series of incentives (e.g., bandanas, hats and tee shirts) to students who posted pictures of themselves with their admission packets or wearing their JagSwag (i.e., IUPUI spiritwear).

Admissions worked with four Higher Education and Student Affairs master’s degree students to create a communication stream for prospective transfer students as part of their capstone project. Resulting communication stream was implements beginning Fall 2013 to impact future classes.

Admissions implemented communication program for Fall 2013 to increase participation in the university’s Buttonwood program on Financial Literacy. Through these efforts, IUPUI more than met the university goal of having 70% participation in the program.

The Office of Student Scholarships developed a Scholarship Search engine located at http://www.iupui.edu/~scentral/search.html to help students directly filter through scholarship opportunities that will assist them at IUPUI.

The Office of Student Scholarships added a self-service kiosk outside of their office in Cavanaugh Hall to provide an additional resource for students to research scholarship opportunities from their comprehensive website (www.iupui.edu/scentral ).

The Passport Office launched a new website www.passport.iupui.edu with a more intuitive url, and increase usability for students, advisors and the public.

The Office of Undergraduate Admissions has provided leadership to the campus on the implementation of the new branding initiative for the campus. This has included presentations to recruitment staff across campus outlining the appropriate use of the new branding.

Evidence of Progress:

The Office of Student Scholarships Facebook page reached 2,765 likes up from 2,233 this time last year. Twitter follows up increased by 598 to 1,479 followers.

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As planned, the Office of Admissions continues to see a decrease in the volume of “walk-in” traffic while increasing the number of students who are coming to the campus for recruitment programming (see below). The number of students dropping into the office declined 4% and those requiring help from an Admissions counselor declined by 46%. This is the result of improved and expanded pro-active communications (via email, phone, in person as well as social media) with prospective students as well as better delivery of information to students via the web. Through these steps, information is provided more consistently and in greater detail than can sometimes occur with a call or impromptu visit.

Front Desk Activity 2010-11 2011-12 2012-13 1 yr Δ 2 yr Δ

Walk-ins 13,367 12,707 12,185 -4% -9%

Students Counseled 2,489 1,753 946 -46% -62%

Admissions saw a decrease in the number of students calling in to the office. This is due to a better delivery of information online, better processing (and thus providing students with fewer reasons to call), and through proactive outreach.

Phone Activity 2011-12 2012-13 1 yr Δ

Calls Offered 47,964 44,623 -7%

Calls Answered 43,109 41,138 -5%

Calls Abandoned 4,626 3,364 -27%

Service Level 89.87% 92.16% 2.29%

Service level is the percent of calls offered that are answered by Admissions staff.

Activities Planned

Expand use of uTalk, IUPUI’s Communication Relationship Management software across the campus (see above)

Integration of more school-based recruitment units in our communication streams.

Include Student Affairs in some on-campus programs as presenters, particularly Fall Fest and Spring Preview.

Better use of JagAlerts (an electronic communication tool) to promote deadlines for admission and recruitment events.

Continue to add information to Enrollment Services websites.

Review current and new communication mechanisms and adjust as appropriate

Support transition of veterans and military personnel into IUPUI Related goals, objectives, and action opportunities from the Enrollment Management Task Force’s report on Optimizing Our Enrollment Management: Expand the capacity to provide services to veterans and military personnel

Actions taken: In collaboration with Orientation Services (UCOL), the Office for Veterans and Military Personnel

(OVMP) established a Veterans Specific Orientation. The program is designed to inform incoming student veterans of benefits and services available, both on and off campus.

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Establishing an early connection with the OVMP and available services aids in the overall retention and academic success of student veterans.

University Veterans Post 360 is the first campus-based Legion post in the country. Initiated by members of Veterans@IUPUI, the student veteran organization. Charter members included IUPUI students, faculty, and staff.

The OVMP now accommodates an on-site certified VA Readjustment Counselor to hold office hours and provide free counseling services to student, faculty, and staff veterans on campus.

The OVMP collaborated with Herron School of Art to conduct an art therapy workshop for medical professionals at VA Roudebush Hospital at their annual retreat. As a result of that workshop/ demo, the hospital created a free annual 8-week art therapy program for Iraq and Afghanistan veterans.

The OVMP co-hosted Operation Hire a Hoosier Career Prep Workshop in collaboration with Ball State. The career prep workshop was a precursor to the annual Hire a Hoosier Vet Career Fair. The workshop covered areas such as resume writing, and interviewing skills, and professional attire to help veterans better prepare for the annual fair.

Developed more efficient business processes with Admissions and the Office of the Bursar to better track our student veteran population at the time of admissions and to capture information needed to certify students utilizing VA education entitlements. This also allows us to reach out to veterans that could benefit from programs and services available to all vets.

In collaboration with the Bursar’s Office, the OVMP developed a new business process for Chapter 33 student veteran recipients to expedite VA payments to student vets and resulted in more accurate payments being paid to the university from VA.

Developed new business process for military withdrawals- In collaboration with the Registrar’s Office, initiated an update to Military Withdrawal process to provide transcript text explaining that the student veteran had to withdraw because of military obligations. This process prevents student veterans from having to submit SAP appeals to Financial Aid.

The OVMP hosted 4th Annual Veterans Week Activities.

Continued representation on Mayor’s Advisory Committee for Veterans, the National Associations for Veterans Program Administrators, and collaboration with community based Veterans Service Organizations (VSO).

Evidence of Progress:

Increase in the number of Veterans served

Term Total veteran/service member

enrollment % Change

Fall 2011 1,055

Fall 2012 1,095 3.8% increase

Fall 2013 1,245 13.7% increase

Activities planned:

Continue to develop services and expand collaborations to serve veterans and their families with campus and other organizations

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Institute targeted recruitment activities that result in an improved academic profile of entering students Related goals, objectives, and action opportunities from the Enrollment Management Task Force’s report on Optimizing Our Enrollment Management: STUDENT RECRUITMENT Implement campus marketing strategy that supports recruitment strategy Align the annual undergraduate recruitment plan with the achievement of the SEM enrollment

targets consistent with our mission of access and student success Enroll more freshman who are well prepared to succeed Expand use of Prior-Learning Assessment as road toward more credits resulting in a faster path to

degree Recruit, admit, and graduate larger numbers of domestic nonresident students in undergraduate

programs as part of creating a more diversified campus and education experience Configure academic programs, delivery, and support mechanisms to serve more transfer students

to help them complete certificates and four-year degrees Actions taken:

Enrollment Services offices partnered with a number of local schools and organizations to provide information and support to students in the college planning process. These collaborations are described elsewhere in this document.

Admissions increased the number of scholarship, work study and hourly students employed by the office to support retention and integrate a student perspective into the office culture. The number of Non-Resident Service Scholars fell to 27 this year (vs. 41 for each of the prior two years). The rapid increase in non-resident tuition is suspected to be the source of this decline since the Non-Resident Service Scholarship is the lowest of our award for Non-Residents, and therefore, the most price-sensitive. The office continues to work with the Non-Resident Service Scholars who volunteer time to the Office of Undergraduate Admissions as a condition of their scholarship, however, the criteria for the eligibility of these students was increased. In addition, the office has increased its oversight of these students with the goal of increasing the retention and graduation the Non-Resident Service Scholars.

Continue to purchase and manage a communication and recruitment plan for Phi Theta Kappa students around the United States. PTK is the honor society for community colleges and members are strong candidate for admission to IUPUI.

Continued to host a successful breakfast program for high school counselors that highlights new initiatives of the university (e.g., RISE, the IUPUI Honors College, the Office of Diversity, Equity, and Inclusion).

Continued to publish Counselor Connection to expand its audience to include members of the Jaguar Alumni Groups. Articles highlighted the activities of alumni as well as important information for high school guidance counselors. The new version was simply called The Connection.

In the spring of 2010, Admissions created its “drive-in-fly-in program” to invite students admitted from out-of-state recruiting territories to visit campus and hosted 10 non-resident students, 6 of who enrolled (60%). We continued the program in the spring of 2011 and hosted 26 non-resident students, 20 of whom enrolled (77%). We expanded the program to cover both the fall and the spring in academic year 2011-2012 with 45 non-resident students participating and 25 of those students enrolling at IUPUI (56%). The participation rate continued to rise to a record 49 non-resident student participation level in 2012-2013

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with 32 of these students having either scheduled or attended Orientation (66%) as of the submission of July 2013. The yield continues to be strong, averaging 64.75% on these students over a four year period, making it a very successful yielding activity.

Freshman admission standards were again increased for fall 2013, predominantly intended to decrease the numbers of students with low GPAs after their freshmen year and decrease the number of students required to attend the Summer Success Academy (SSA). For 2013, the size of the SSA was intentionally designed to include a better prepared, though similar in size, cohort after a review of the performance of students in 2012.

Undergraduate Admissions continues to expand its recruitment plan in support of the IUPUI Enrollment Shaping Initiative. In addition to its efforts in California, Chicago, Cincinnati, Louisville, Southern Michigan and Detroit, IUPUI has established two regional recruiters (one in Chicago and the second in Los Angeles). The Chicago-area recruiter focuses on the Milwaukee-Chicago-Rockford region and the Los Angeles-based recruiter focuses on the West Coast from Seattle to San Diego. Staff attended all National Association for College Admission Counseling (NACAC) college fairs and conducted college visits in all cities hosting these fairs. This expansion was imperative to counter the effects of a declining economy and retain as well as grow our non-resident numbers. Moreover, it is clear that the increases in non-resident tuition coupled with the lack of comparable increases in scholarship funding for non-residents is impacting our ability to expand enrollment of new non-resident students. For example, in 2008, our discount rate for non-residents was 25% of tuition. For 2013, this discount rate will be under 15%.

The evaluation and admission of applicants who were US citizens or Permanent Residents but who had international credentials was migrated to the Office of Undergraduate Admissions from the Office of International Affairs.

Anticipating a decline in the percentage of students who would be admitted due to the 2013 standards as well as in support of the campus’s goals of increasing enrollment to 35,000 students by 2025, Admissions participated in 996 college fairs and high school visits (755 out-of-state and 241 in-state) in 2012-13. The office also hosted counselor breakfasts in several cities around the United States to increase awareness of IUPUI amongst the counselors in target markets. These and other efforts appear to be paying off with as applications, admissions, and enrollments by beginning students set a new campus record in the Fall 2013 semester .

The Office of Undergraduate Admissions continued its partnership with Royall & Company to increase the number of prospects received via test scores and other potential lead sources.

The Registrar and the Director of Undergraduate Admissions developed a campus recommendation for a holistic approach to the assessment of prior learning. This initiative is in support of credential evaluation from various sources and aligns with the IUPUI Strategic Plan 2025. Further campus discussions are underway.

Academic Year Participants Enrolled Yield

2009-2010 10 6 60%

2010-2011 26 20 77%

2011-2012 45 25 56%

2012-2013 49 32 66%

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Evidence of Progress:

268 students were conditionally admitted to IUPUI for the Fall 2013 semester pending their attendance in the Summer Success Academy (formerly the Summer Preparatory Program or the Summer Preparatory Program in Mathematics). Of this group, 110 students are able to start the program that began in early July. This compares with 320 conditional admits last year and 119 who completed the program in 2012. Those students who elect not to attend are deferred to Ivy Tech Community College or any other regionally accredited 2- or 4-year college or university. Because of the added time commitment required, we find that many of these students opt to enroll at other 4-year institutions rather than participate in this program.

The Office of Campus Visits served nearly 14,000 prospective students and visitors for 2012-13. They have also implemented standard tee-shirts to be worn when guides are on tour to identify the Campus Ambassadors, and the office is piloting a project to record each tour and improve the quality and consistency of the tours.

Students (S) and/or Guests (G) 2009-2010 2010-2011 2011-2012

2012-2013

1 year change

2 year change

Daily Tours S+G 5,005 5,344 6,297 7144* 13%* 34%*

Groups S 4,501 3,924 5,700 3387* -41%* -14%*

Overnights S 61 130 99 17** -82%** -87%**

JagDays S+G 712 844 864 984 14% 17%

Fall Fest S+G 514 1,062 856 894 4% -16%

Spring Preview S+G 209 546 1,052

1072 2% 96%

Step Onto Campus*** S+G 656 -- --

-- -- --

Total

11,658 11,850 14,868 13,498* -9%* 14%*

* - #’s are TBD until June events are completed

** - No overnights in Fall, & Spring registration delayed to 2 weeks prior to start date due to bed bugs in housing ***With a shift of Indiana’s IStep test dates, IUPUI’s “Step onto Campus” event was discontinued for 2010-11

The Office of Undergraduate Admissions continues to use the “city as campus” opportunity and to have a more appealing tour that better represents the IUPUI student experience. Saturday and summer tour dates incorporated a “city tour” that included the local downtown area into the campus tour. In addition to seeing the campus, we incorporated the “four corners” of downtown Indy to show where our students live and work. The script for the tour continues to be student-developed and evaluations are exceedingly positive.

When reporting on the effectiveness of the Enrollment Shaping Initiative with regards to generating increased non-resident tuition, we must look not simply at non-resident students, but those who actually generate non-resident tuition. For example, the students in the Histotechnology program are mostly from outside of Indiana, but pay the same flat fee as Indiana residents. As a result, the information below indicates the number of students who are generating non-resident tuition.

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New Domestic ESI-Eligible Non-Resident Students Freshmen Transfers

Year Total Credits for

Fall Semester Total Heads

Total Credits for Fall

Semester Total Heads

Fall 2006 726 53 1104 98

Fall 2007 694 50 944 78

Fall 2008 883 67 801 62

Fall 2009 1,061 77 795 65

Fall 2010 1,211 86 704 60

Fall 2011 1,293 95 688 60

Fall 2012 1,361 102 653 60

Fall 2013 1,310 91 851 70

The total number of ESI-Eligible Non-Resident students increased by 608 heads (+115%) over the baseline year of 2006. This represents an approximate increase in ESI eligible Non-Resident credit hours from these students of 8,263. (+128%) over baseline year of 2006.

Total Undergraduate ESI-Eligible Non-Resident Enrollment

Year Total Credits for

Fall Semester Total Heads

Fall 2006 6,439 529

Fall 2007 8,088 667

Fall 2008 10,506 821

Fall 2009 11,642 898

Fall 2010 11,739 901

Fall 2011 12,342 950

Fall 2012 13,744 1,059

Fall 2013 14,702 1,137

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Unless otherwise noted, the following data are Fall 2013

Beginner Applicants and Admits

IUPUI was up 8.1% in applications and up 12.2% in admitted beginning students over 2012.

1,450 students had submitted 2,536 Advanced Placement (AP) scores for the Fall 2013 term. This compares with last year’s record of 1,483 students sending 2,428 separate AP score results. The number of AP scores has increased steadily in recent years; in 2003, 268 students sent 390 separate AP scores.

Newly Enrolled Freshmen

Enrolled beginners were up 430 heads (+ 14.1%) to 3,490 students this year. This includes students who started in the summer.

New non-resident freshmen were down 31 heads (-12.3% from last year), but still up 90 heads and 76.3% over our benchmark year of 2006 (221 in 2013 vs. 118 in 2006).

The average SAT (critical reading and math) increased from 1023 to 1030.

Indianapolis had 208 beginners with SAT scores of 1300 and above on critical reading and math, up 10 heads (+5.8%) over last year.

This year’s entering class had an average high school GPA of 3.37, up from 3.32 in 2012.

The average class rank remained stable at the 71st percentile.

The number of Indiana freshmen who have completed the Academic Honors Diploma jumped by 454 (+27.1%) and now constitutes roughly two-thirds of beginners from Indiana high schools. This compares with 59.6% in 2012 and 52.9% in 2011

55 Valedictorians and Salutatorians entered IUPUI this year, the same number as in 2012 and up from 37 in 2011.

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35% of all Indianapolis beginners are the first in their families to attend college. This number has gradually declined in recent years, down from 45.4% in 2007. However, the number of first generation students in the freshman class increased slightly from last year (1,217 in 2012 vs. 1,223 in 2013).

20.2% of Indiana beginners identify themselves as 21st Century Scholars, compared with 18.0% last year and 16.8% two years ago.

26.3% of beginners are non-white. This is an increase of 83 students (+9.9%) over 2012. However, due to a 17.6% increase in White students, the minority share of all beginners is down slightly from last year’s 27.3%.

The 281 Hispanic beginners were up 57 (25.4%), Asians up 28 (22.4%), and African-Americans up 10 (+3.2%). Additional details on ethnicity appear below.

Activities Planned

Increase the use of social media (especially Facebook and Twitter) in the recruitment process.

Increase communications with younger students to extend our reach more firmly earlier in the prospect pool.

Leverage the business practices of Campus Visits with those of other parts of the Office of Undergraduate Admissions now that we have implemented the events module in uTalk.

Enact a multifaceted recruitment strategy to enhance domestic student diversity Related goals, objectives, and action opportunities from the Enrollment Management Task Force’s report on Optimizing Our Enrollment Management: Align the annual undergraduate recruitment plan with the achievement of the SEM enrollment

targets consistent with our mission of access and student success Recruit, admit, and graduate larger numbers of domestic nonresident students in undergraduate

programs as part of creating a more diversified campus and education experience

The vision of the Office for Diversity Access and Achievement is to establish IUPUI as a premiere

destination for individuals from diverse cultures to interact within an urban university environment. All activities of this area are designed to move IUPUI closer to this vision.

Diversity Access and Achievement has developed a multifaceted recruitment plan to enhance domestic student diversity at IUPUI, specifically in the areas of African American, Latino/Hispanic American, and Native American student populations.

The Office of Diversity Access and Achievement serves as a key collaborator with the Office of Undergraduate Admissions, other Enrollment Services offices and the academic units in helping to recruit a more diverse undergraduate student population.

Actions taken:

Outreach & Recruitment Activity The Office for Diversity Access and Achievement continued efforts to provide outreach and

recruitment services targeting underrepresented populations for the 2012-2013 academic year by participating in a number of on-campus and community outreach events. These events ranged from traditional college fairs and high school visits, to community fairs and special program presentations. The goal of attending the various events was to increase awareness of IUPUI’s programs and services to the larger community and to encourage qualified students to consider IUPUI as their future academic home. A listing of the event types appear below.

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Type of Events Attended

2009-2010 Attended

2010-2011 Attended

2011-2012 Attended

2012-2013 Attended

Recruitment 17 15 10 13

College Awareness 8 2 6 12

Community Presence 6 12 20 9

Total 31 29 36 34

Diversity Outreach

The Office of Diversity Access and Achievement (ODAA) continued its strong commitment to serving local organizations that are preparing youth for future collegiate success. The following is a listing of some of the more significant partnerships/ programs that ODAA staff participated in:

o Associate Director Richard Bray took over leadership of the campus-wide collaboration with the Center for Leadership Development which included the coordination of the selection of 7 scholarship recipients this year.

o ODAA Director Kim Stewart-Brinston expanded the IUPUI participation in Indiana Black Expo events by having a float in the annual Circle City Classic parade which highlighted Alan Tyson, a student in the IUPUI / HBCU transfer program.

o The Office for Diversity Access and Achievement partnered with the Center for Adult and Lifelong Learning to provide college awareness presentation for adult students attending John Hope Academy.

o ODAA staff served as key contributors to partnering organizations such as La Plaza, Indianapolis Urban League, IPS, National Society of Black Engineers, etc.

The Office of Undergraduate Admissions continues supporting the efforts of the Office of Diversity, Equity and Inclusion and the Purdue School of Engineering and Technology to develop and recruit the Engineering Dual Degree Program in collaboration with the Atlanta University Center. The program focuses on attracting students from 3 Historically Black Colleges and Universities (HBCUs) in the Atlanta area (Spelman, Morehouse, and Clark-Atlanta) to transfer to IUPUI after 2-3 years to complete an engineering degree in addition to their HBCU degree.

In support the Enrollment Shaping Initiative (ESI), the Office of Undergraduate Admissions, in collaboration with the Purdue School of Engineering and Technology, hosted a group of high school counselors from Puerto Rican high schools as well as participated in high school visits and college fairs in Puerto Rico. For the past 2 years, we have hosted high school counselors from Puerto Rico.

The Office of Undergraduate Admissions conducted a special program on-campus for Hispanic and Latino Students.

Also in support of the ESI, the Office of Undergraduate Admissions hosted a group of high school counselors from Chicago-land schools who were visiting colleges in Indiana.

ODAA continued to utilize a faith-based approach to market IUPUI within the African American community. For the second year ODAA partnered with Eastern Star Baptist Church & New Hope Baptist Church to promote education opportunities at IUPUI. While this year did not feature an onsite admissions session, future plans are to bring that component back and to add a financial literacy workshop to event. ODAA is the process of adding two more churches for spring 2014.

In response to legislative changes regarding eligibility for in-state fees and state and institutional financial aid for undocumented students, the ODAA served as the administrative unit for funds

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made available to assist affected students who were near graduation. A total of 8 students were assisted through this process, totaling $50,000 in funding.

ODAA worked in conjunction with the Office of the Registrar to determine how best to serve undocumented students who had applied for federal Deferred Action Status but were not eligible for in-state fees per Indiana legislation. The ODAA office director served as the primary contact person for students in this status.

The ODAA offered 5 scholarships to students participating in the Center for Leadership Development city-wide College Prep program equaling $24,000 annually. To date a total of 19 students have benefited from this partnership.

ODAA sponsored the META Conference, Indianapolis Professional Association Achievement Awards Breakfast and Project Stepping Stone Program which brought more than 500 Latino high school students to the IUPUI campus.

The Office for Diversity Access & Achievement (ODAA) staff partnered with the Office of Campus Visits for provide college awareness presentation to over 500 underrepresented students who visited the campus as well as holding on-site admissions and scholarship session at Crispus Attucks and George Washington Community Schools.

ODAA served as the administrator for the newly established high ability transfer scholarship for diversity. A total of 6 students received this award for the 2013-14 academic year.

Undergraduate Admissions and ODAA continued their collaboration with IUPUI’s SPAN program on the outreach to students enrolled in the Crispus Attucks Medical Magnet High School program, including presentations to students in the program about applying to universities for admission and scholarships. SPAN serves current high school students interested in taking courses at IUPUI.

Passport continued its participation in Project Stepping Stone, a college-going event for Latino HS students from throughout Indiana. 80 students were served in 2012-13. Most declared Ivy Tech and/or IUPUI as their school of choice. The Passport Office sponsors a cook-out on the IUPUI campus, coordinates the Ivy Tech Presentation, and leads a session on Ivy Tech to IUPUI Transfer.

Passport hosted Ivy Tech students at IUPUI signature events: MLK Dinner, Chavez Dinner, and Harvey Milk Dinner. Ivy Tech Student groups of affinity and their advisors are hosted by the Passport Office. For consistency sake, the Passport Office purchases two tables, a Passport Advertisement in the Program welcoming the group, and covers parking if the event is on the IUPUI campus. Feedback from students is very positive. As a direct result of the Harvey Milk Dinner, the LGBT student groups on both campuses are connected and have enjoyed many co-programs this year. The Latino Student groups continue to co-program as in the past. The Passport Office has sponsored at least one event for each of these partnerships this year, such as a pizza and pool night in the IUPUI Game Room.

The Passport Office is the primary sponsor of Project Voice, the Minority Male initiative at Ivy Tech Central Indiana. Included in the programming are regular podcasts recorded by the students in the IT building at IUPUI with the assistance of Informatics faculty.

The ODAA director provided campus analysis of minority student recruitment and retention data for the annual IU Diversity Report. Specific attention was given to the admission and enrollment rates for students coming from the Central Indiana region. This specific attention was given based upon concerns raised regarding admission of students from Indianapolis Public School systems.

The Office for Diversity Access & Achievement partnered with local organizations in the following activities in 2012-13:

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o National Society of Hispanic MBAs to host the Seventh annual Project Stepping Stone. A total of 93 students attended this year. This program has resulted in more than 50 Latino students who have successfully enrolled at IUPUI.

Evidence of Progress

26.3% of beginners are non-white. This is an increase of 83 students (+9.9%) over 2012. However, due to a 17.6% increase in White students, the minority share of all beginners is down slightly from last year’s 27.3%

This is the most diverse enrollment in campus history, with minority students accounting for 22.6% of total campus enrollment, up from 21.7% in 2012. Additional details of enrollment by ethnic group appear below.

Ethnic Distribution for All Students Fall 2012 and 2013 Indianapolis campus only Beginner Ethnicity 2012 2012 Share 2013 2013 Share

Change % Change

Hispanic 224 7.3% 281 8.1%

57 25.4%

African American 312 10.2% 322 9.2%

10 3.2%

American Indian 2 0.1% 7 0.2%

5 250.0%

Asian 125 4.1% 153 4.4%

28 22.4%

Hawaii/Pac. Islander 0 0.0% 2 0.1%

2 n/a

Two or more races 172 5.6% 153 4.4%

-19 -11.0%

Total Students of Color 835 27.3% 918 26.3%

83 9.9%

White 2,074 67.8% 2,440 69.9%

366 17.6%

Other/Unknown 27 0.9% 23 0.7%

-4 -14.8%

International 124 4.1% 109 3.1%

-15 -12.1%

Total Beginners 3,060 100.0% 3,490 100.0%

430 14.1%

Ethnic Distribution for All Students Fall 2012 and 2013

Indianapolis Ethnicity 2012 2012 Share 2013 2013 Share

Change % Change

Hispanic 1,256 4.4% 1,394 4.8%

138 11.0%

African American 2,943 10.2% 2,921 10.1%

-22 -0.7%

American Indian 37 0.1% 39 0.1%

2 5.4%

Asian 1,174 4.1% 1,264 4.4%

90 7.7%

Hawaii/Pac. Islander 12 0.0% 21 0.1%

9 75.0%

Two or more races 813 2.8% 859 3.0%

46 5.7%

Total Students of Color 6,235 21.7% 6,498 22.6%

263 4.2%

White 20,345 70.7% 20,046 69.6%

-299 -1.5%

Other/Unknown 623 2.2% 442 1.5%

-181 -29.1%

International 1,586 5.5% 1,816 6.3%

230 14.5%

Total 28,789 100.0% 28,802 100.0%

13 0.0%

increased share from 2012

decreased share from 2012

no change in share from 2012

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Ivy Tech is a significant source of minority transfer students at IUPUI. 32% of all Fall 2013 IUPUI students who previously attended Ivy Tech-Central Indiana came from minority groups compared to 24% of all IUPUI undergraduates. These students constituted nearly one-quarter of IUPUI’s overall undergraduate diversity in Fall 2013.

The number of IUPUI students who previously attended an Ivy Tech campus constitutes 18% of IUPUI's overall undergraduate enrollment.

The Office of Diversity Access and Achievement continued its peer mentoring program where

Latino students at IUPUI mentored students from the Society of Latinos at Ivy Tech Community College Central Indiana Region. A total of 6 students from Ivy Tech participated in the program this year.

The Office of Undergraduate Admissions continued adding Spanish language elements to its communications, including a Spanish-language brochure and website. The office will support a Spanish language phone and email response team as well.

The Office of Undergraduate Admissions, in collaboration with the Office of Diversity, Equity and Inclusion, collects tribal information for American Indians.

The Office of Undergraduate Admissions began segmenting out its diversity communications by specific ethnicity.

The Office of Undergraduate Admissions attends high school and college fairs. Additional detail below.

Activities planned:

Recruitment

Expand local partnerships to include Starfish Initiative, La Plaza, 100 Black Men of Indianapolis, and the Indianapolis Urban League.

Develop a personalized communications stream for newly admitted students of color.

Promote IUPUI from an affordability standpoint.

Develop a more coordinated system for awarding diversity related scholarships for freshmen and transfer students.

College Awareness

Create relationship with middle & high schools in Marion and Lake Counties that promote future college attendance.

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Develop learning outcomes for all college awareness presentations conducted by Diversity Access and Achievement staff.

Develop a comprehensive list of all college enrichment programs offered through IUPUI.

Develop college awareness resource page for the Diversity Access and Achievement website. Implement services that attract well-qualified transfer students to IUPUI Related goals, objectives, and action opportunities from the Enrollment Management Task Force’s report on Optimizing Our Enrollment Management: Enroll more transfer students who will complete degrees at IUPUI, both direct transfers and delayed

degree completers or near-completers. Actions taken:

The Office of Undergraduate Admissions created and filled the position of Assistant Director Transfer Credit. The position will focus on increasing the efficiency of managing articulation rules with non-IU colleges. Particular attention will be given to leveraging the technology available to manage credit articulation rules.

The Office of Undergraduate Admissions continues its partnership with the Office of International Affairs, the Purdue School of Engineering and Technology, and the Kelley School of Business to continue outreach to community colleges in the Seattle area to recruit international students who are studying in the Seattle community colleges with increased success. The amount of our nonresident tuition and limited scholarships for transfer students may be impacting the number of students who enroll.

Seattle Area International CC students Fall 2009 Fall 2010 Fall 2011 Fall 2012 Fall 2013

Applications 14 19 30 10 18

Admits 13 19 23 7 15

Enrolled 2 5 6 0 5

The Office of Undergraduate Admissions partnered with HELPNET to design and implement a new transfer credit website, The Credit Articulation and Transfer System (CATS). The system presents the articulation rules which are stored in SIS and provides improved functionality over previous systems that displayed articulation rules for prospective students and university faculty and staff.

Admissions collaborated with the Office of Diversity, Equity and Inclusion and the Purdue School of Engineering and Technology to develop and recruit the Engineering Dual Degree Program in collaboration with the Atlanta University Center. The program will focus on attracting students from 3 HBCUs in the Atlanta area (Spelman, Morehouse, and Clark-Atlanta) to transfer to IUPUI after 2-3 years to complete an engineering degree in addition to their HBCU degree.

Admissions continues its collaboration with the Ivy Tech Community College and Vincennes University. Recruiters visited campuses of those institutions.

The Offices of Undergraduate Admissions, Student Financial Services, and Diversity Access and Achievement, in collaboration with University College, worked with the administration of Ben Davis University High School and Vincennes University to assist them in better advising and placement of students at IUPUI. BDU students have been transferring in an average of 89 credits to IUPUI from Vincennes.

Expanded targeted community colleges to include potential feeders in California, Illinois, Texas and Florida.

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The Office of Undergraduate Admissions continues its collaboration with SPAN and the administration of Crispus Attucks Medical Magnet High School to better recruit CAMMHS students to IUPUI. Through an on-site admission program and intensive counseling, IUPUI has

been working to increase our yield on these students. For Fall 2013, IUPUI enrolled 32 students from CAMMHS, up from 14 in 2012 (+129%).

Evidence of Progress:

The Office of Undergraduate Admissions added an Assistant Director to focus on managing and leading the process of expanding the number of course articulation rules available to students as well as maintaining the for accuracy.

1,605 new external transfer students enrolled at Indianapolis in the Fall of 2013. This is a slight decrease over the past two years (1,657 in 2012 and 1642 in 2011), but represents a significant increase over 2010 and prior years (1481 in 2010). This population includes transfers enrolled this semester who started with Indianapolis in the Summer of 2012.The primary reasons for this growth include:

Improved processing of transfer students

Increasing numbers of students coming from Indiana 2-year institutions

Increasing numbers of students transferring to IUPUI from 4-year institutions

Beginning with Summer 2012 applications, freshman applications who did not meet IUPUI’s admission standards were required to complete 26 transferable 100-level or higher credit hours with a 2.0 GPA or higher. This replaced the earlier IUPUI-Ivy Tech Partners contract that requires 15 transferable hours with a 2.0 in specific courses. This may have caused a slight reduction in the number of transfer students enrolling at IUPUI.

Activities Planned

Continued review of transfer recruitment—both in-state and out-of-state—to better understand the shifting patterns of IUPUI’s transfer recruitment pool. This is essential with the enrollment goals outlined above for increasing nonresident recruitment.

Expansion of communication streams to students IUPUI defers to Ivy Tech Community College with a goal of improving the number who complete the requirements of the deferral program (known as Partners) and subsequently enroll at IUPUI. For more on transfers from Ivy Tech, see below.

Support IUPUI schools in development of additional articulations with Ivy Tech and Vincennes.

Further explore the Transfer Equivalency System (TES) to further automate the process of articulating courses from non-IU colleges to IUPUI equivalents.

Evaluate all current undistributed articulations for courses for fulfillment of General Education requirements per faculty policy.

In collaboration with University Student Support Services (USSS), University Information Technology Services (UITS) and IU-Bloomington’s Office of Enrollment Management (OEM), the Office of Undergraduate Admissions continues its review of the OnBase* system which may enable us to “read” imaged documents and collect data from them. If this technology proves workable, it may decrease the cost as well as response times for the review of transfer credit from our most commonly encountered colleges.

*OnBase is a document management system used by multiple departments for data retrieval/review, scanning

and imaging, document indexing/import/printing and administrative reporting.

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Facilitate transfer of students from Ivy Tech Community College Related goals, objectives, and action opportunities from the Enrollment Management Task Force’s report on Optimizing Our Enrollment Management: Enroll more transfer students who will complete degrees at IUPUI, both direct transfers and delayed

degree completers or near-completers.

The Office of IUPUI and Ivy Tech Coordinated Programs (Passport) took the following actions in 2012-13 The Passport Office officially took the lead for managing the IUPUI Guest Students at Ivy Tech

administrative processes. Passport now manages the program, tracks students, manages student communication, and acts as a liaison between Ivy Tech and IUPUI with regard to these enrollments. In AY 2012-2013 the Passport Office processed 946 Guest student applications for IUPUI students.

Arranged IUPUI school-specific advising and information sessions for students in the 2+2 articulations programs. These articulation agreements map the courses taken as part of an associate degree at Ivy Tech to the appropriate baccalaureate degree at IUPUI, allowing the student to make a smooth transition between the two institutions by maximizing the number of transferable Ivy Tech courses that satisfy IUPUI degree requirements.

Advertised the availability of the Passport to IUPUI Scholarship to Ivy Tech through electronic and print communication pieces. 89 Passport to IUPUI Scholarships were awarded for 2013-14 up from 73 last year and 41 in 2011-12.

Worked with Ivy Tech Student Services to host programs for Ivy Tech student groups that would connect them with the equivalent group at IUPUI. This included academic and social activities for co-curricular and honorary organizations.

Facilitated strategic planning for attracting Ivy Tech graduates for IUPUI schools including Engineering and Technology, Liberal Arts, and the School of Public and Environmental Affairs (SPEA).

Participated in numerous educations fairs and community events providing information on Passport as well as both institutions.

Coordinated Ivy Tech visits for IUPUI schools both in and out of the classroom for student transfer advising and recruitment.

Passport partnered with the Office of Campus Visits and the IUPUI Multicultural Success Center to offer a high quality tailored campus visit for various Ivy Tech student groups including the Bowen Scholars, Trio Programs, Nina Scholars, and Accelerated Associates Degree students.

Worked with faculty in completing five new articulation agreements between Ivy Tech Community College and IUPUI.

Provided comprehensive transfer advising for Ivy Tech students via face-to-face sessions, email, phone and IM.

Assisted the IUPUI Office of Student Scholarships and the IUPUI schools in identifying students eligible for the Passport to IUPUI Scholarship.

Held Annual Passport Breakfast for administration, staff and faculty. This setting allows sharing of data as well as joint development of strategies for the coming year.

Maintained an up-to-date listing of transferrable courses and degrees on the Passport Website.

Completed a total revamp of the website with a new, more intuitive URL www.passport.iupui.edu

Partnered with Student Life at Ivy Tech to support community engagement as a retention initiative.

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Created or updated advising check sheets for each articulation.

Participated in campus committees at both institutions representing the needs of Ivy Tech to IUPUI transfer students.

Institution of Indiana’s Common General Education Core Curriculum, as well as other legislative mandates forced a re-write of all existing 2+2 transfer articulation agreements with Ivy Tech Community College. The Passport Office is taking the lead in these re-writes for the campus.

Evidence of Progress:

In the Fall of 2013, 3,800 students who previously attended Ivy Tech-Indianapolis were enrolled at IUPUI. This is down 148 from Fall 2012 (-3.5) and is the first decline in this population since the program began in 1993 with 240 students. These students collectively transferred an average of 32.1 credits each, a record, up from 29.6 credits for students enrolled in Fall 2012 (note: the transfer credits would have come in during the year in which the students transferred). Former Ivy Tech students account for 18% of all Fall 2013 IUPUI undergraduates.

The number of new transfers from Ivy Tech decline slightly from 635 in Fall 2012 to 599 in 2013 (-5.7%). These new students transferred an average of 41.4 credits each, down slightly from 41.6 in 2012 and 22.8 in Fall 2006.

By comparison, in the Fall of 1993, fewer than one-in-five new students entering IUPUI who had previously attended Ivy Tech‐Indianapolis presented any transfer credit and those who did averaged just under five credits. Today, almost 100% (99.5%) of Ivy Tech‐Indianapolis transfers present transfer credit.

Due to our course articulation agreements with Ivy Tech‐Indianapolis, 76.7% of credit hours transferred are articulated toward distributed credits. In comparison, 60.5% of transferred credit hours are articulated toward specific course credits for students from IUPUI's other major feeder institutions (not including Ivy Tech ‐ non Indianapolis). The following chart is for Fall 2013 transfers from the 2013 Passport Annual Report

Distributed credits allow for easier academic planning and advising as the specific IUPUI courses to which they equate can more readily be used by students and advisors than can “undistributed credits” which are courses deemed worthy of transfer to IUPUI, but for which a specific comparable course may not exist or be available for transfer. Such courses require additional review by the schools to determine how they might be used to meet curricular requirements for a specific major.

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Following is from the 2013 Passport Annual Report

See above for additional information on the additional diversity Ivy Tech transfers have brought

to IUPUI. Activities Planned: Recruitment

Continue to work with the academic units to identify and carry out effective recruitment strategies for their school.

Host IUPUI academic units at Ivy Tech for weekly recruitment tables and track number of students served.

Coordinate Ivy Tech visits for IUPUI schools both in out of the classroom for student transfer advising and recruitment.

Create programming for equivalent Ivy Tech and IUPUI student groups to get-together on the IUPUI campus.

Student Services

Maintain a presence for student services at both Ivy Tech-Central Indiana and IUPUI as a resource for campus professionals.

Actively participate in advising meetings and in-services in order to maintain continuous training for advising professionals about the Passport program.

Partnerships

Continue to develop partnerships with the IUPUI Student African American Brotherhood/Sisterhood (SAAB/SAAS) programs, the IUPUI Latino Student Association, and the IUPUI Black Student Union to increase the connection between minority student groups at both institutions.

Work with the IUPUI Office of Student Involvement to increase programs and opportunities for Ivy Tech students to participate in co-curricular activities at IUPUI.

Facilitate continued discussions with International Programs at Ivy Tech and IUPUI to maximize the power of the two institutions to increase student exposure to international experiences.

Academic

Work with academic units at both institutions to create additional and updated articulation agreements.

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Establish a program articulations database that will manage the timely renewal of agreements as well as catalog all current 2+2 programs.

Enact a multifaceted recruitment strategy to enhance international student numbers and diversity Related goals, objectives, and action opportunities from the Enrollment Management Task Force’s report on Optimizing Our Enrollment Management: Recruit, admit, and graduate larger numbers of international students in undergraduate and

graduate programs as part of creating a more diversified campus and education experience Actions taken:

Enrollment Services collaborates closely with the Office of International Affairs (OIA) in developing recruitment strategies for international students.

Admissions continued an outreach initiative to community colleges in the Seattle area to recruit international students who are studying in the Seattle community colleges.

The Office of International Affairs will include a summary of recruiting activities in its report. Evidence of Progress:

Benefitting from growth in the last several years, Indianapolis enrolled a record 1,816 international students for Fall 2013, up 230 heads (+14.5%) from last year. New international beginners were down slightly, but are still up 13.5% over Fall 2011.

For the first time, enrollment from India (423) has surpassed that from China (406). Saudi Arabia (355) remains the third largest sending country.

International students now account for 6.3% of the total enrollment at the Indianapolis campus, up from 5.5% last year.

Activities planned:

See the Office of International Affairs annual report. Improved Services to Students Related goals, objectives, and action opportunities from the Enrollment Management Task Force’s report on Optimizing Our Enrollment Management:

STUDENT RETENTION, PERSISTENCE, and SERVICES Accomplish the implementation of systematic retention efforts throughout the campus as part of

the SEM process led by the senior administrator charged with the responsibility, authority, and accountability for retention

Implement measurable actions to improve the retention and graduation of beginners Implement measurable actions to improve the retention and graduation of transfer students, both

direct and delayed degree completers or near-completers

See also above Improve the overall quality of the undergraduate experience Actions taken:

Improved service to students is central to the work of Enrollment Services offices and results from improves in office management, systems design and implementation, and most other work described elsewhere in this document.

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IUPUI continues to work with the Indiana Commission for Higher Education on the eTranscript and TransferIN initiatives.

Increased communication and coordination between Housing and Office of Undergraduate Admissions to ensure a smooth handoff of student information between the two units and improve student awareness and application to on-campus housing. This has enabled the campus to provide earlier and more effective communication about housing options on campus to prospective students. As a result, housing was able to fill the additional housing added with the Tower and continue to house 260+ students in Park Place.

Many Enrollment Services staff members participate as TEAM IUPUI volunteers. Evidence of Progress:

See above and elsewhere in the document Activities planned:

Admissions continues to review the process for articulating transfer credit for current, returning and prospective students. This will include reviewing the articulations stored in SIS as well as ways of streamlining our communications with departments and advisors regarding what credit can be articulated

Enrollment Services, Admissions, Diversity Access and Achievement, and Scholarships will provide the leadership in the Post-Admissions Communication Committee to ensure better coordination of communications to students once they are offered admission and to improve compliance with next steps as well as improve yield.

The Office of Undergraduate Admissions will develop a “post-admissions survey of student interests” to identify what additional information students might be interested in receiving from the campus. It is possible that the survey will help students better understand the opportunities that exist on campus and also allow campus units to begin corresponding with students in ways that were, to this point, not possible prior to a student’s enrollment.

The Office of Undergraduate Admissions will participate in the Service with Distinction program to assess and improve the levels of service provided to its constituencies.

Increase Support for Academic Units Related goals, objectives, and action opportunities from the Enrollment Management Task Force’s report on Optimizing Our Enrollment Management: Improve and expand transition/entry services for beginners and transfers, both direct and delayed

near-completers Develop and deploy additional resources and tools to support students and academic units after

students have transitioned from UCOL to a degree-granting unit

See also Enroll more transfer students above Actions taken: Enrollment Services offices provided advising, training, and systems support to IUPUI academic units, offices, and campus committees throughout 2012-13. ES offices worked with these units to simplify and improve administrative processes and systems through more efficient, detailed, and timely sharing of data and other resources. While the work of other Enrollment Services offices in the IUPUI community appears in other sections of this report, the following summarizes the efforts of the Office of the Registrar for 2012-13:

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Continued to review and improve communications, training and documentation with campus constituents.

While the IUPUI Office of the Registrar routinely provides training and support for the academic units, the extent of that service has magnified during the 2012-2013 year. This includes expanded assistance in training new recorders, assistant deans, class schedulers and other department staff who use the Student Information System (SIS).

The Registrar provided advising, training, and systems support to IUPUI academic units, offices, and campus committees throughout 2012-13. ES offices worked with these units to simplify and improve administrative processes and systems through more efficient, detailed, and timely sharing of data and other resources.

Registrar staff worked with colleagues in the School of Social Work and in other administrative units in the design and implementation plan in support of a new online accelerated Master of Social Work program at IUPUI that is delivered outside of the traditional semester-length format. The program admitted its first cohort of students in Fall 2012.

Registrar personnel worked with colleagues in the student records-related steps required to create the Fairbanks School of Public Health and the Lilly Family School of Philanthropy. As part of the university’s consolidation initiative, similar work was required to move undergraduate students formerly enrolled in the School of Continuing Studies into the School of Liberal Arts and students formerly enrolled in the School of Library and Information Science into the School of Informatics & Computing.

Registrar staff worked with the schools in the administrative steps required to create ten new (or significantly updated) majors, seven new minors, three new concentrations, four new certificates, and two new sets of course subject codes.

After successful exploration and a pilot between the Registrar and the IUPUI Math Department, Post Enrollment Requirement Checking (PERC) is now available to all academic units on campus. The PERC process identifies students who have not met a pre-requisite for a course in which they are registered in an upcoming semester and allows for quick review, assessment and ultimate removal from the second course.

Registrar staff participated with University College in their pilot of the ALEKS online placement testing process for International and out-of-state students. This service provides online placement tests for student convenience so that the student may be most efficiently evaluated and placed in the correct level class(es) their first year prior to their arrival on campus for Orientation.

Registrar staff coordinated appropriate approvals and developed the IUPUI specifications to provide selected student enrollment information to an external vendor for My Math Lab , a tool designed to enhance the student experience in specified Math classes. Enrollment in the selected Math classes allows the student access to all available tools with no further action on the part of the student, such as individual sign-up.

Identified and addressed problem where students who had applied to both IU-Bloomington and IUPUI sometimes had errant holds on their records when they committed to one campus. This had resulted in confusion for the students and their advisors and a new business process has been implemented at IUB to avoid this recurring.

In combination with the Dean of University College and the IUPUI General Education Taskforce, continued work on various aspects of implementing the Indiana Statewide General Education Core and IUPUI’s new General Education Core Curriculum for Fall 2013. A major component of this effort is coordinating the coding and implementation of new Academic Advising Reports on

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the IUPUI campus to reflect the new Gen Ed Core requirement for all undergraduates as well as adding appropriate “class attributes” to be associated with each approved Gen Ed class.

In an effort to assist IUPUI academic units and students, the Registrar’s Office has hired additional temporary staff to provide academic advising report analysis and coding for IUPUI programs. It is our intent to have all undergraduate majors programmed with live academic advising reports by December 2015. This initiative is also in alignment and support of the IU Academic Roadmap initiative.

Registrar staff collaborated with various system offices, including University Student Systems and Services, to bring the official IUPUI Academic Program Inventory (API) into sync with the Indiana Commission for Higher Education (ICHE) inventory. Over the course of many years, ICHE had not maintained their database so the Registrar’s Office participated in a major university effort to sync this information between the IU campuses and the ICHE and develop detailed plans for assuring continued maintenance of this inventory.

In conjunction with the University Registrar and IU Office for Online Education, IUPUI Registrar staff worked to assure improvements to the university-wide method of identifying online classes. This university-wide initiative is occurring with the intent of accurately reflecting and reporting the growing online activities at Indiana University.

Registrar personnel completed an internal audit of students who might now be eligible for residency status as of Fall 2013 based on new Indiana Senate legislation (SB207). Detailed analysis of 68 records at IUPUI was conducted to determine who might be eligible for benefits based on the new legislation with the following results: o 6: Currently enrolled, qualify for residency change, now resident status as of Fall 2013 o 5: Currently enrolled, do not qualify for residency change o 26: Left the university, qualify for residency change, have no outstanding balance, now

resident status as of Fall 2013 o 11: Left the university, qualify for residency change, have an outstanding balance, now

resident status as of Fall 2013 o 10: Left the university, do not qualify for residency change o 10: Students who, based on their residency documents, we believe may have incorrectly

completed the citizenship affidavit o Communications were sent to all students whose residency for fee paying purposes changed

to their advantage

The Registrar’s office assimilated all required review and approvals for an updated Data Sharing Agreement with Ivy Tech. Such an agreement makes it easier for both institutions to serve students at their campuses.

The Office of the Registrar began testing the Constituent Relationship Management (CRM) system and process for enrolled students and began the design of basic campaigns which will be used by the office. The majority of general student messages used by the Registrar’s Office have been converted to the CRM platform. Registrar leadership team has partnered with the Undergraduate Office of Admissions and the new Enrollment Services CRM Managers to develop a campus-wide CRM team strategy and plan for the upcoming fiscal year

Designed a method to streamline and make more efficient the IUPUI Athletic Eligibility Certification process. Added Athletic Student groups representing each IUPUI sport and updated the Athletic Certification report and process. The new data and process has resulted in cutting the time of Athletic Certification by roughly 70%.

Assisted in compiling the inventory and coordinating communication among the Deans in response to Indiana House Bill 1220 which required a review of all degree programs exceeding

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120 credit hours. The legislation required that programs with more than 120 credit hours either reduce hours or provide a justification for why the program requirements could not be completed within 120 credit hours.

Led policy change implementation within the Student Information System (SIS) for the Schools of Journalism, Social Work and the Herron School of Art as each of these academic units made changes to their repeated course policies.

In collaboration with UITS and the IUPUI Honors College, developed and implemented an improved process for courses using the H-Option after faculty complaints about limitations between SIS rosters and Oncourse gradebooks. Communications and websites were updated; business processes re-designed; and Honors employees oriented/trained on the new procedures.

Coordinated Student Information System (SIS) migration of the Bachelor of General Studies Degree from the School of Continuing Studies into the School of Liberal Arts.

Re-assessed and re-designed the IUPUI Administrative Withdrawal process, relieving University College of their responsibilities. The IUPUI Office of the Registrar created new communications to students and a revised business process to streamline the activities. In addition, specifications were provided to FLAGS Student Performance Roster so that these courses would be recognized and appropriate attendance values would be available to faculty teaching these courses.

Evidence of Progress:

See above

Activities planned:

Continue to work closely with schools in all of these areas, taking the lead in recommending appropriate additional services and processes and responding to requests from schools on a timely basis.

Work with schools to create updated IUPUI Bulletin Actions taken:

Updated the 2012-2014 Bulletin to reflect this major undergraduate curriculum change which is effective Fall 2013

Evidence of Progress:

Student Learning Outcomes have been added to the Bulletin.

Activities Planned

Continue to work with schools on new version of Bulletin.

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Support students with scholarships (undergraduate) and financial services (undergraduate, graduate, and professional) Enhance the use of scholarships to support recruitment and retention initiatives Related goals, objectives, and action opportunities from the Enrollment Management Task Force’s report on Optimizing Our Enrollment Management:

STUDENT FINANCIAL SUPPORT Optimize utilization of financial aid and institutional scholarships, grants, and fellowships to

accomplish SEM recruitment goals Actions taken:

The Office of Student Scholarships developed a Scholarship Search engine located at http://www.iupui.edu/~scentral/search.html to help students directly filter through scholarship opportunities that will assist them at IUPUI.

The Office of Student Scholarships added a self-service kiosk outside of their office in Cavanaugh Hall to provide an additional resource for students to research scholarship opportunities from their comprehensive website (www.iupui.edu/scentral ).

The Office of Student Scholarships successfully completed an audit from the Indiana University Foundation for donor compliance.

Evidence of Progress:

The Indianapolis campus awarded $34,003,935 in institutional aid for the 2012-2013 academic year, an increase of 3.5% over the previous year. These 9,865 awards averaged $3,447. The total amount awarded for the 2011-12 academic year was $32,857,704 which totaled 10,566 awards with an average dollar amount of $3,110. While the number of awards declined 6.6% in 2012-13, the average award increased $337.

Chancellor’s Scholarship offers increased from 362 for 2012-13 to 457 in 2013-14 (+26.2%). The number of Chancellor’s Scholarship acceptances grew from 154 in 2012-13 to 187 in 2013-14 (+21.4%). The rate of acceptances decreased slightly from 43% in 2012-13 to 41% this year.

Admission-based scholarship acceptances for the 2013-2014 year were up in every category of scholarship except for Valedictorian/Salutatorian, which dropped 3%. The acceptance rate increased nearly 9% from last year, with 41.7% for 2013-14 (454 acceptances out of 1,090 offers) compared to 33.1% (373/1,125) last year. This continues a trend as the acceptance rate for 2011-12 was 8% higher than for 2010-11.

Between the 2011-12 and the 2012-13 academic years, the overall retention rate of IUPUI Scholars increased by 2.6%. For the 2012-13 AY our retention rate is ~83.6%. This is up from 2011-12 AY, which was 81%.

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Total Awards Processed Through IUPUI 2011-12 and 2012-13

2011-12 Academic Year 2012-13 Academic Year

Award Type Dollar Amount Number of

Awards Average Award

Amount Dollar Amount Number of Awards

Average Award Amount

Athletics $2,055,624 401 $5,126 $2,229,550 388 $5,746

Graduate/Professional Fellowships

$4,238,122 487 $8,703 $5,501,162 575 $9,567

Graduate/Professional Scholarships

$3,499,596 489 $7,157 $2,408,416 291 $8,276

Graduate/Professional Foundation-based

(includes Scholarships & Fellowships)

$5,370,575 1,149 $4,674 $5,012,088 1,178 $4,255

Institutional Grants $1,800,566 1,011 $1,781 $1,482,822 971 $1,527

Institutional Undergraduate Scholarships

(includes school based awards)

$7,139,890 4,181 $1,708 $6,923,263 3,493 $1,982

Undergraduate Foundation-based

Scholarships $2,394,581 1,092 $2,193 $2,540,743 1,008 $2,521

Undergraduate Honor Awards

(see below) $3,951,759 556 $7,107 $5,162,738 642 $8,042

External Donor* Scholarships(includes Undergrads, Grads, &

Professional)

$2,406,991 1,200 $2,006 $2,743,153 1,319 $2,080

Total: $32,857,704 10,566 $3,110 $34,003,935 9,865 $3,447 Please note—the calculated dollar figures do not include Third Party Contracts, which often includes employer and departmental fee remissions that are processed directly through the Office of the Bursar. Data in the above charts are for the Indianapolis campus only.

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Comparison of Institutional Aid Amount Awarded at IUPUI for the 2011-12 AY vs. 2012-13 AY:

2011-12 AY 2012-13 AY Difference Percent Difference

Athletics $2,055,624 $2,229,550 $173,926 8.5% Graduate/Professional Fellowships $4,238,122 $5,501,162 $1,263,040 29.8% Graduate/Professional Scholarships $3,499,596 $2,408,416 -$1,091,180 -31.2% Graduate/Professional Foundation $5,370,575 $5,012,088 -$358,487 -6.7% Institutional Grants $1,800,566 $1,482,822 -$317,744 -17.6% Institutional Undergraduate Schps $7,139,890 $6,923,263 -$216,627 -3.0% Undergraduate Foundation $2,394,581 $2,540,743 $146,162 6.1%

Undergraduate Honor Awards $3,951,759 $5,162,738 $1,210,979 30.6%

External Donor Scholarships $2,406,991 $2,743,153 $336,162 14.0%

Overall Total $32,857,704 $34,003,935 $1,146,231 3.5%

Comparison of Number of Institutional Aid Awards at IUPUI for the 2011-12 AY vs. 2012-13 AY:

2011-12 AY 2012-13 AY Difference Percent Difference

Athletics 401 388 -13 -3.2% Graduate/Professional Fellowships 487 575 88 18.1% Graduate/Professional Scholarships 489 291 -198 -40.5% Graduate/Professional Foundation 1,149 1,178 29 2.5% Institutional Grants 1,011 971 -40 -4.0% Institutional Undergraduate Schps 4,181 3,493 -688 -16.5% Undergraduate Foundation 1,092 1,008 -84 -7.7%

Undergraduate Honor Awards 556 642 86 15.5%

External Donor Scholarships 1,200 1,319 119 9.9%

Overall Total 10,566 9,865 -701 -6.6%

*External Donor Scholarships are awards submitted to the Office of Student Scholarships from various private organizations on the behalf of an IUPUI student. These monies are applied directly to the students’ Financial Aid account by the Office of Student Scholarships.

Data in the above charts are for the Indianapolis campus only.

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Undergraduate Honor Awards

2011-12 Academic Year 2012-13 Academic Year

Scholarships Dollar Amount Number of Awards Dollar Amount Number of Awards

Herbert Presidential $450,375 47 $507,500 49

Plater Distinguished $297,500 32 $311,000 32

Chancellor’s $1,862,000 205 $2,979,458 361

Bepko $1,266,332 212 $1,333,376 172

Honors $75,552 60 $31,404 28

Total: $3,951,759 556 $5,162,738 642

The above reflects beginning and, where appropriate, continuing recipients enrolled with these scholarships.

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2013-14 Yield Rates Indiana Resident Awards

Total Offers: 1,331 Awards Total Accepts: 587 Awards Percent Offers to Accepts: 44% Total Matrix: 553 Awards

Percent Offers to Matriculation: 42%

Percent Accepts to Matriculation: 94%

Estimated Total Dollar Amount: $2,578,438 (13-14 Incoming Freshman-Resident)

Herbert Presidential: 13-14 Freshman Offers: 13 Awards 13-14 Freshman Accepts: 11 Awards Percent Offers to Accepts: 85% 13-14 Freshman Matriculation: 10 Awards Percent Offers to Matriculation: 77% Percent Accepts to Matriculation: 91%

Total Award Amount: $120,000

Plater Distinguished Scholarship:

13-14 Freshman Offers: 11 Awards 13-14 Freshman Accepts: 9 Awards Percent Offers to Accepts: 82% 13-14 Freshman Matriculation: 9 Awards Percent Offers to Matriculation: 82% Percent Accepts to Matriculation: 100%

Total Award Amount: $116,000

Chancellor’s: 13-14 Freshman Offers: 370 Awards 13-14 Freshman Accepts: 164 Awards Percent Offers to Accepts: 44% 13-14 Freshman Matriculation: 163 Awards Percent Offers to Matriculation: 44% Percent Accepts to Matriculation: 99%

Total Award Amount: $1,323,000

Valedictorian/Salutatorian: 13-14 Freshman Offers: 56 Awards 13-14 Freshman Accepts: 27 Awards Percent Offers to Accepts: 48% 13-14 Freshman Matriculation: 24 Awards Percent Offers to Matriculation: 43% Percent Accepts to Matriculation: 89%

Total Award Amount: $120,000

Dean of Faculties: 13-14 Freshman Offers: 413 Awards 13-14 Freshman Accepts: 194 Awards Percent Offers to Accepts: 47% 13-14 Freshman Matriculation: 176 Awards Percent Offers to Matriculation: 43% Percent Accepts to Matriculation: 91%

Total Award Amount: $704,000

Academic Honors: 13-14 Freshman Offers: 409 Awards 13-14 Freshman Accepts: 131 Awards Percent Offers to Accepts: 32% 13-14 Freshman Matriculation: 121 Awards Percent Offers to Matriculation: 30% Percent Accepts to Matriculation: 92%

Total Award Amount: $121,000

Passport: 13-14 Freshman Offers: 58 Awards 13-14 Freshman Accepts: 50 Awards Percent Offers to Accepts: 86% 13-14 Freshman Matriculation: 49 Awards Percent Offers to Matriculation: 84% Percent Accepts to Matriculation: 98%

Total Award Amount: $72,438

Outstanding GED: 13-14 Freshman Offers: 1 Awards 13-14 Freshman Accepts: 1 Awards Percent Offers to Accepts: 100% 13-14 Freshman Matriculation: 1 Awards Percent Offers to Matriculation: 100% Percent Accepts to Matriculation: 100%

Total Award Amount: $2,000

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2013-14 Yield Rates Non-Resident Awards

.

Total Offers: 425 Awards Total Accepts: 121 Awards

Percent Offers to Accepts: 28%

Total Matrix: 108 Awards Percent Offers to Matrix: 25%

Percent Accepts to Matrix: 89%

Estimated Total Dollar Amount: $810,000 (13-14 Incoming Freshman-Non Resident)

Chancellor’s Scholarship: 13-14 Freshman Offers: 96 Awards 13-14 Freshman Accepts: 27 Awards Percent Offers to Accepts: 28% 13-14 Freshman Matrix: 27 Awards Percent Offers to Matrix: 28% Percent Accepts to Matrix: 100% Total Award Amount: $328,000

Valedictorian/Salutatorian Scholarship: 13-14 Freshman Offers: 3 Awards 13-14 Freshman Accepts: 1 Awards Percent Offers to Accepts: 33% 13-14 Freshman Matrix: 1 Awards Percent Offers to Matrix: 33% Percent Accepts to Matrix: 100%

Total Award Amount: $10,000

Dean’s Recognition Scholarship: 13-14 Freshman Offers: 103 Awards 13-14 Freshman Accepts: 26 Awards Percent Offers to Accepts: 25% 13-14 Freshman Matrix: 24 Awards Percent Offers to Matrix: 23% Percent Accepts to Matrix: 92%

Total Award Amount: $192,000

IUPUI Service Award: 13-14 Freshman Offers: 171 Awards 13-14 Freshman Accepts: 34 Awards Percent Offers to Accepts: 20% 13-14 Freshman Matrix: 27 Awards Percent Offers to Matrix: 16% Percent Accepts to Matrix: 79%

Total Award Amount: $135,000

International Ambassador Award: 13-14 Freshman Offers: 27 Awards 13-14 Freshman Accepts: 15 Awards Percent Offers to Accepts: 56% 13-14 Freshman Matrix: 13 Awards Percent Offers to Matrix: 48% Percent Accepts to Matrix: 87%

Total Award Amount: $65,000

IUPUI Transfer Scholarship-Non-Resident: 13-14 Freshman Offers: 25 Awards 13-14 Freshman Accepts: 18 Awards Percent Offers to Accepts: 72% 13-14 Freshman Matrix: 16 Awards Percent Offers to Matrix: 64% Percent Accepts to Matrix: 89% Total Award Amount: $80,000

ELS Transfer Scholarship: 13-14 Freshman Offers: 0 Awards 13-14 Freshman Accepts: 0 Awards Percent Offers to Accepts: 0% 13-14 Freshman Matrix: 0 Awards Percent Offers to Matrix: 0% Percent Accepts to Matrix: 0% Total Award Amount: $0

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Activities planned:

See above for new Scholarship Search feature

Continue outreach efforts Increase student satisfaction with quality and timeliness of provision of services by the Office of Student Financial Services Related goals, objectives, and action opportunities from the Enrollment Management Task Force’s report on Optimizing Our Enrollment Management: Optimize and expand available student aid resources to support continuing students Inform and assist students and their families pre-and post-matriculation with successfully planning and

financing their education at IUPUI

Student Financial Services implemented a variety of new student communication initiatives that included a significant overhaul of the Student Financial Services website, development of an SFS Twitter site, providing all student loan borrowers an annual student loan debt statement, calling all prior year state aid recipients who had not filed a FAFSA to encourage on-time filing and sending targeted emails to students who had both an outstanding balance and remaining aid eligibility.

Student Interactions:

Aug 1, 09 – July 31, 10

(AY)

Aug1, 10 – July 31, 11 (AY)

July 1,2011 – June 30,2012

July 1, 2012 – June 30, 2013

E-Mails (**EM*) 9,850 8,328 12,494 9,396

Walk-Ins (**WI*) not incl. payments

18,964 19,653 18,718 19,012

TOTAL 28,796 27,981 31,212 28,408 ***When we used Sallie Mae and Global for our call center, any call answered by FA in the back office to talk to a phone rep about a student’s account would be noted with a PH designation. However, once we went to UITS, we no longer left a comment on each account due to the FOOTPRINT escalation system. The PH designation for 09-10 now indicates only the direct contact with FA rep in the Campus Center and a student via phone (not between FA and the phone rep).

Call Center (Global vs. UITS)

GLOBAL UITS UITS

Dates 07/25/07 – 08/29/08 (13 months)

07/01/2011 – 06/30/2012 07/01/2012 – 06/30/2013

Total # incoming calls 56,566 53,076 47,762

Total # calls answered 47,287 50,538 46,745

Average Abandon Rate 16.4% 4.78% 2.13%

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Revenue Processing & Cashiering Student Financial Services staff in the Campus Center also processes in-person payments for the following activities:

Revenue Processing: Tender & Totals

**Reapplied refund process taken over by Client Services for immediate payment to be accepted

The volume of payments processed by the Office of Student Financial Services increased by $6,379,877 between 2010-11 and 2011-12. This is largely the result of changes in acceptable payment options. The Pop check payment process was discontinued in February 2009, replaced by a process known as “remote capture” and included in the “Bursar payment by check” totals above.

FISCAL YEAR 2007-2008 2008-2009 2009-2010 2010-2011 2011-2012 2012-2013

OTC ESL Test Fee 126 $3,780.00 146 $4,380.00 195 $5,820.00 310 $9,300 683 $20,490.0 737 $22,110 OTC Financial

Transcript 56 $182.00 25 $84.50 0 $0.00 0 $0.00 0 $0 0 0 OTC Microfilm Thesis

Charge 39 $2,645.00 9 $595.00 2 $130.00 0 $0.00 0 $0 0 0 OTC Registrar

Transcript 1,066 $10,370.00 1,821 $17,443.00 1,728 $16,056.00 1,371 $13,016 1,155 $10,909.00 867 $8,560

Bursar Payment by Cash 1,259 $671,306.01 1,548 $911,529.01 1,581 $881,159.10 3,758 $1,966,060.44 3,963 $2,201,229.35 4291 $2,230,321 Bursar Payment by

Check 1,126 $2,069,675.80 1,843 $3,725,892.13 3,168 $6,678,109.42 6,924 $14,619,096.46 6,312 $13,592,454.26 5912 $13,546,298.84 Bursar Payment by Pop

Check 2,038 $3675617.49 858 $1,802,951.61 0 $0.00 N/A N/A N/A N/A N/A N/A Bursar Payment by

Credit Card 2,264 $2,459,103.74 2,439 $2,343,468.89 2,887 $3,563,473.45 N/A N/A N/A N/A N/A N/A Bursar Payment by Guaranteed Funds 202 $512,300.22 144 $378,829.90 84 $235,575.16 358 $923,120.11 468 $1,494,939.47 685 $2,197,556.54

OTC - Thesis Copyright - - 2

$175.00 0 $0 0

$0 0 $0 0 0

Reapplied Refund Check - - 104

$244,129.16 279 $901,992.41 352 $1,131,599.28 296 $978,739.27 246 $796,666.12

Enrollment Deposit - - - - - - - - 12 $1,200 18 $1,800

TOTALS 8,176 $9,404,980.26 8,939 $9,429,478.20 9,924 $12,282,315.62 13,073 $18,662,192.29 12,889 $18,299,961.35 12,756 $18,803,313

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Student Loan Processing Updates

Process Stafford Loans

Process PLUS Loans

Process Private Loans

Network with ELM, COD, NSLDS, USSS to resolve student loan issues

Process Financial Aid Communication forms (FAC’s)

Process Quality Improvement forms (QI)

Review Satisfactory Academic Progress Appeals (SAP)

Daily contact with students and parents to resolve loan issues

Completed reallocation and Reaffirmations for students

Skip Tracing for lenders & servicers

Assist the Bursar in Returning loan funds

Financial Aid Presentations

Work with Professional Association Committees: ISFAA, MASFAA, NASFAA

Chair Local Scholarship committee

Coordinated – Financial Wellness Event – Pete the Planner

Campus IMPACT committee Goals for 2013-2014

Monitor our cohort default rate (CDR)

Continue to work with students on loan indebtedness & financial wellness activities

Track changes with our leader partners in private loan market

Number of loans processed for each loan program at the Indianapolis campus (IUINA).

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3 YEAR LOAN ANALYSIS

CAMPUS IUCOA-

COLUMBUS

IUINA-INDIANAPOLIS

LOAN TYPE # AWARDS MADE 2011

# AWARDS MADE 2012

# AWARDS MADE 2013

# OF AWARDS TREND

FROM 2012 TO 2013

AMOUNT FUNDS AWARDED 2011

AMOUNT FUNDS

AWARDED 2012

AMOUNT FUNDS

AWARDED 2013

$ OF FUNDS

AWARDED TREND

FROM 2012 TO 2013

IUCOA Subsidized 2003 1737 1641 4,271,377 3,811,092 3,499,711

IUCOA Unsubsidized 1798 1731 1591 4,569,521 4,470,063 4,140,922

IUCOA Perkins 91 60 111 45,016 44,823 79,651

IUCOA PLUS LN 22 21 23 98,177 110,852 100,919

IUCOA BS Nursing LN

16 32 20 16,000 24,000 14,667

IUCOA Private LN 69 47 58 213,907 158,728 182,422

IUCOA GRAD PLUS 0 0 2 0 0 8,262

IUINA Subsidized 30,239 28,943 20,738 84,157,544 80,112,110 45,298,830

IUINA Unsubsidized 30,901 30,986 30,265 100,662,736 99,771,400 126,482,713

IUINA Perkins 1507 1604 2298 823,359 1,366,034 1,999,770

IUINA PLUS LN 1300 1333 1092 6,646,259 6,969,914 5,989,137

IUINA BS Nursing LN

108 346 311 120,000 277,176 240,076

IUINA Private LN 1766 1807 1776 8,302,185 8,639,945 8,526,506

IUINA GRAD PLUS 3660 4115 4131 24,118,320 27,027,134 29,049,440

IUINA Add’ Unsub LN-H

3105 3127 3145 24,895,594 25,072,247 25,846,334

IUINA Nursing Fac-LN

11 20 21 90,063 112,363 114,556

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Intermediate (University) Loans 2007-2008

# awarded $$ amt. 2008-2009 # awarded $$ amt.

2009-2010 # awarded $$ amt.

2010-2011 # awarded $$ amt.

2011-2012 # awarded $$ amt.

2012-2013 # awarded $$ amt

Fall Spring Summer

0 $0.00 5 $8,751 7 $29,536

3 $7,541 4 $5,687 13 $43,463

22 $100,279 5 $19,130 2 $4,000

4 $12,568 3 $3,700 9 $22,200

17 $60,900 5 $9,128 1 $2,500

12 $31,200 11 $30,311 NA NA

TOTALS 12 $38,287 Average = $3,190

20 $56,691 Average = $2835

29 $123,409 Average = $4255

16 $38,468 Average = $2404

23 $72,528 Average = $3,153

23 $61,511 Average = $2,674

Emergency Grant

The IUPUI Undergraduate Emergency Assistance Grant provides immediate financial support for Undergraduate IUPUI students who are in a financially precarious position when faced with a financial emergency situation. The fund is intended to address an immediate financial need which, if not addressed, may affect the student’s ability to attend classes and focus on his or her studies. The purpose of the grant is to prevent a disruption in continuous enrollment. The maximum grant available for 2012-13 is $1,000. The actual amount may be lower depending on a student’s individual financial aid situation.

July 1, 2012 – June 30, 2013

Total # of Grants awarded 68

Total dollar amount awarded $61,821

Dependency Overrides

Federal student aid regulations allow financial aid officers to use discretion on a case-by-case basis if an otherwise dependent student may be unable to provide parental information as required on the FAFSA. In these situations students are required to document parental abandonment via an appeal process.

2007-2008 2008-2009 2009-2010 2010-2011 2011-2012 2012-2013

Renewal 17 25 21 39 34 55

Approved 17 (100%) 25 (100%) 21 (100%) 39 (100%) 34 (100%) 55 (100%)

Denied 0 0 0 0 0 0

New 43 49 45 51 41 82

Approved 29 (67.4%) 31 (63.3%) 36 (80%) 35 (68.7%) 28 (68.2%) 55 (67%)

Denied 12 (27.9%) 13 (26.5%) 6 (13.3%) 9 (17.6%) 8 (19.5%) 27 (33%)

No Decision* 2 (4.7%) 5 (10.2%) 3 (6.6 %) 7 (13.7%) 5 (12.1%) 0

*No decision usually means the application was incomplete or student never followed up on additional information requested. However, in 09-10, no-decision also meant that a DO was no longer necessary given new FAFSA guidelines re: dependency status. These students THOUGHT they needed to submit a DO, but were actually already deemed independent.

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Special Circumstance Appeals

Approval/Denial Rate

Break Down by Career

Total Financial Aid Awarded

Student Financial Services continues to award a larger amount of financial aid each year.

Academic Year Gift Aid Loans Work Study Total Aid

2008-09 $92,460,305 $218,425,257 $2,983,620 $313,869,182

2009-10 $103,580,520 $234,537,196 $3,505,252 $341,622,968

2010-11 $115,337,864 $262,683,275 $3,775,644 $381,796,783

2011-12 $116,426,934 $264,594,584 $2,311,694 $383,333,212

2012-13 $122,337,911 $257,338,943 $2,088,806 $381,765,660

24,627 students received financial aid in 2012-13, down slightly from 24,790 in 2011-12. Because the Indianapolis campus processes the financial aid for both the IUPUI and IUPUC students, the numbers provided, account for both populations of students.

Career 2009-2010 #s 2010-2011 #s 2011-2012 #s 2012-2013 #’s

DENT n/a for Client Services 34 n/a for Client Services n/a for Client Services

MED n/a for Client Services 53 n/a for Client Services n/a for Client Services

GRAD 72 58** 32** 30

LAW n/a for Client Services 8 n/a for Client Services n/a for Client Services

UGRD 426 329 205 419

TOTAL 498 482 237 449

2009-2010 2010-2011 2011-2012 2012-2013

Approved 336 327 171 327

Denied 124 131 60 152

No Decision 38 24 6 0

TOTAL SCF APPEALS 498 482 237 479

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Total Students Receiving Aid

Aid Year

In Full Aid Year In Fall of Each Aid Year Total Indianapolis

Fall Enrollment

% Receiving Aid

2010-11 25,041 22,072 28,860 76.5%

2011-12 24,790 21,900 28,789 76.1%

2012-13 24,627 21,711 28,802 75.4%

IUPUI Grant Initiatives

Indianapolis 2010-2011 2011-2012 2012-2013

Number of Students Awarded

Total Amount Awarded

Number of Students Awarded

Total Amount Awarded

Number of Students Awarded

Total Amount Awarded

Pell Pledge 66 $119,537 82 $147,285 70 $65,244

21st Scholars Pledge 380 $1,000,150 471 $1,280,961 482 $882,367

Pell Replacement Grant

N/A N/A N/A N/A 46 $140,605

Columbus 2010-2011 2011-2012 2012-2013

Number of Students Awarded

Total Amount Awarded

Number of Students Awarded

Total Amount Awarded

Number of Students Awarded

Total Amount Awarded

Pell Pledge 5 $9,002 5 $6,444 0 0

21st Scholars Pledge 24 $53,731 27 $59,745 34 $60,055

Pell Replacement Grant

N/A N/A N/A N/A 4 $16,650

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IUPUI Combined 2010-2011 2011-2012 2012-2013

Number of Students Awarded

Total Amount Awarded

Number of Students Awarded

Total Amount Awarded

Number of Students Awarded

Total Amount Awarded

Pell Pledge 71 $128,539 87 $153,729 70 $65,244

21st Scholars Pledge 404 $1,053,881 498 $1,340,706 516 $942,422

Pell Replacement Grant

N/A N/A N/A N/A 50 $157,255

Student Financial Services awarded institutional funds to a group of about 60 students who were identified as close to graduation who are negatively impacted by new Federal Pell Grant limits. This grant was called the Pell Replacement Grant.

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Pell Statistics

Year Recipients Amount

2013-14* 8256 $40,996,508.00

2012-13 9213 $36,684,404

2011-12 9,335 $ 34,165,726.00

2010-11 8,966 $37,365,879.00

2009-10 8,188 $31,004,099.00

2008-09 6,537 $19,663,581.00

2007-08 5,585 $14,728,970.00

2006-07 6,047 $14,647,713.50

* Disbursed as of 10/10/2013

Note: In the 2011-12 academic year we faced the elimination of year round Pell Grant rules that allowed a student taking classes in summer school to get a second Pell Grant. This change in the Pell program was the primary reason the total Pell awarded was less than the previous year. The 2009-2010 academic year was the last year when year round Pell was not in place and would be a good comparison to the 2011-2012 academic year. The Pell program changed for the 2012-13 Academic year with the Lifetime Eligibility Used (LEU).

Pell Eligibility

Work began in the spring of 2012 regarding new Pell Grant eligibility rules. For the 2012-13 academic year all Pell grant recipients will be limited to a Lifetime Eligibility Used (LEU) of the equivalent of 6 fulltime academic years of funding. As such, those students who have received six or more fulltime academic years of Pell grant funding will no longer be eligible to receive an award. Those who have received between 5 and 6 years of funding will receive the remaining percentage of whatever their award would have previously been based on enrollment status and Expected Family Contribution (EFC). A small amount of institutional funds have been identified to help those who are close to graduation who are negatively impacted by the new regulation.

Quality Improvement

Selected Completed % Completed

2013-2014* 1670 1014 60.7%

2012-2013 2119 1492 70.4%

*As of 10/10/2013

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ISIR Statistics Institutional Student Information Record (ISIR) contains information that is reported on the Free Application for Federal Student Aid (FAFSA) as well as NSLDS financial aid history information. ISIR’s are sent electronically to schools by the Central Processing System (CPS).

Year Loaded Skipped Suspended Change Load

2013-2014* 47,944 725 32,429 1,531

2012-2013 56,048 1,648 37,313 1,775

Other Awards 2010-11 2011-12

2012-13

Indianapolis Number

of Awards

Total Amount

Awarded

Number of Awards

Total Amount

Awarded

Number of Awards

Total Amount

Awarded

Perkins 831 $823,359 868 $1,366,034 1,537 $2,317,128

SEOG 1,811 $805,241 2,500 $501,122 4,078 $1,006,584

2010-11 2011-12 2012-13

Columbus Number

of Awards

Total Amount

Awarded

Number of

Awards

Total Amount Awarded

Number of

Awards

Total Amount

Awarded

Perkins 51 $45,016 34 $44,823 88 $109,401

SEOG 172 $77,600 193 $38,351 333 $83,588

2010-11 2011-12 2012-13

IUPUI Combined

Number of

Awards

Total Amount

Awarded

Number of

Awards

Total Amount Awarded

Number of

Awards

Total Amount

Awarded

Perkins 882 $868,375 902 $1,410,857 1,625 $2,426,529

SEOG 1,983 $882,841 2,693 $539,473 4,411 $1,090,172

Freshmen Packaging Financial Aid awards are an important factor in students’ decisions in selecting a college or university. The earlier students are notified of their financial aid awards, the better our chances of encouraging the student to attend IUPUI. As the charts below demonstrate, we continue to complete aid packaging for more beginning students earlier each year.

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Freshman Awards

2010-2011 2011-2012 2012-2013

Date Packaged

Number of Students

Date Packaged

Number of Students

Date Packaged

Number of Students

Indianapolis 03/29/2010 2,001 03/25/2011 2,497 03/20/2012 3,297

Columbus 03/31/2010 135 04/01/2011 184 03/22/2012 147

Combined 2,136 2,681 3,444

Satisfactory Academic Progress Program

As a condition of remaining eligible to receive financial aid, students are required to meet a set of performance standards in fulfilling requirements for their intended degree. Federal regulations stipulate that colleges and universities monitor aid recipients to ensure they meet designated thresholds in terms over overall GPA and credit hours completed. The IUPUI Office of Student Financial Services reviews each undergraduate and graduate financial aid applicant for Satisfactory Academic Progress (SAP) on an annual basis. This evaluation is completed prior to awarding financial aid and begins after spring semester grades have been posted in May.

Satisfactory Academic Progress (SAP) standards were reviewed and policies updated that allowed for more IUPUI students to be considered to be meeting SAP standards beginning in the 2012-13 academic year. When SAP analysis was conducted in May 2012 approximately one thousand more students were considered to be meeting SAP standards compared with the prior year.

The following is a summary of the Indianapolis students who applied for aid and the reasons they were selected for SAP review:

Total IUPUI Students Selected for SAP Review

Indianapolis 2006-07 2007-08 2008-09 2009-10 2010-11 2011-12 2012-13**

Low GPA 2,406 2,548 2,607 2,485 2,324 2,759 3,124

Completion 3,140 3,217 3,170 3,003 2,738 3,199 2,123

Too Many Hours

1,356 1,212 1,169 1,192 1,293 1,816 1,681

Total Selected*

4,997 4,625 4,917 4,854 4,660 5,671 5,241

Reviewed by Student Financial Services. Law, Medicine, and Dentistry monitor professional students in their programs. *Students may be selected for more than one reason. ** Numbers as of 10/9/2013. Data will change when students transfer or return in the spring and/or summer

Student Financial Services continues to hold periodic SAP Workshops to provide information for faculty and staff who work with students who are academically struggling and may place their financial aid in jeopardy.

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Federal Work Study

2010-11 2011-12 2012-13

Total # jobs worked*

Dollars earned Total # jobs worked*

Dollars earned

Total # jobs worked* Dollars earned

Undergrad 1,042 $1,940,042 1,038 $1,935,905 794 $1,219,660 Grad (monthly) 19 $68,948 17 $61,685 15 $52,806 Summer 296 $294,446 228 $329,125 196 $359,968 TOTAL 1,357 $2,303,436 1,283 $2,326,715 1,005 $1,632,434

*Students can have more than 1 FWS position.

IUPUI has seen a decline in Federal Work Study allocations as well as a decline in students interested in utilizing the Federal Work Study program and working while going to school. Efforts are being made to enable more students to be considered for Federal Work Study eligibility to ensure that allocations are utilized.

Activities Planned:

Tracking the constant change of lenders in the Private Loan market.

Improving our accuracy in PLUS Loan processing issues.

Monitoring our Cohort Default Rate (CDR) to ensure we are helping our students to avoid default.

Track – process using our Loan Management calendar and anticipating changes.

Network and serve within our professional associations: ISFAA, MASFAA, & NASFAA.

Implement new Quality Assurance/Quality Improvement (QA/QI) procedures to increase accuracy.

Add Lifetime Eligibility Used (LEU) information to Pell Monitoring instructions.

Update written documentation and write new instructions for missing instructions.

Additional training for new staff.

Review materials on web to ensure name change is updated and information is accurate.

Create and update trainings for study abroad, and state programs.

Meet with the Passport program administrators to review the program and make changes to be more efficient.

In the next few years we will see a gradual shift for Indiana’s program requirements for 21st Century Scholars, O’Bannon and CVO. The state has implemented GPA requirements for new award recipients.

Continue to improve timeliness of service delivery.

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Improve Efficiency: We are continually examining our reports and processes to determine where improvements can be made. While most of our report improvements over the last year were driven by the needs of the area experts, our goal is to be more of a driving force behind any modifications moving forward.

Tracking: While we have been tracking report specific information, when it was run and how many students were on it, we currently lack a solid record of what modifications have been made over time. It is our goal to enhance our current tracking with the changes that have been made and how those changes have impacted our workload. Additionally, it is our intention to better track what types of changes are being made to our web environments. By identifying owners of information on our Internet, it is our hope that we will be able to proactively make changes to our web information as well as keep track of who the expert in that area might be.

Internet Design: Moving into 2013, we intend on revamping our front facing web site to make it more visually appealing while introducing elements to make it more user friendly and to place things in a more logical manner that might make the most sense to public users. We also intend on utilizing Twitter as a mode of communication for our students.

Continue to improve and expand communication with students through Website, targeted mailings, and other methods.

Educate students on financial management Actions taken

Student Financial Services led the formation of a campus-wide IUPUI Financial Wellness Council. This group aims to educate IUPUI students, parents, faculty, and staff regarding financial literacy concepts, financial choices facing IUPUI students, student loan debt, and loan repayment burdens facing IUPUI students. The goals to achieve this mission are to coordinate financial literacy activities and outreach across campus, identify financial wellness problems facing IUPUI students, advocate on behalf of the constituents we serve, and share our research, stories, and concerns with the IUPUI community.

Student Financial Services developed new financial literacy resources to help IUPUI students develop a financial planning skill. These new resources include an IUPUI Financial Success Planning (FSP) Planning Guide, which was sent to all new IUPUI students who filed a FAFSA as part of Financial Aid Notification mailings. The FSP Calendar is a 15-month wall calendar being distributed to all new IUPUI students which includes key financial dates for the year as well as money-saving tips, advice, and resources. The FSP Action Tool is a financial planning worksheet tool for the academic year to help families determine available resources, calculate IUPUI costs, build a budget, and make decisions regarding borrowing levels needed to meet college costs.

Student Financial Services staff provided input for a system-wide Indiana University committee review of student debt. The committee made recommendations to the Board of Trustees in June 2012 that will be reviewed for implementation by IUPUI and Student Financial Services leadership regarding transparency in student loan counseling and financial literacy initiatives.

Student Financial Services created a Facebook page in an ongoing effort to communicate to students in new formats that they prefer. The office uses this technology to send students updates about deadlines and information with regards to financial aid.

The Office of Student Financial Services continues to be involved in financial literacy programming efforts across campus. For example, CashCourse presentations were made to University College Learning Communities. Topics included: Money Management, Budgeting Your Money, and Understanding Credit Basics.

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Student Financial Services provides targeted support to students enrolled in the Dental School, Law School, and Social Work. This includes on-site presentations and counseling on all aspects of financial aid, including budgeting, loan consolidation, and debt management.

Evidence of Progress

The partnership has been established and the financial literacy educational tool featured from the main office Website.

Activities Planned

Providing better annual debt notification to students

Implementation Entrance & Exit Counseling – due to change in Experimental Site Regulations

Working more with students & family on loan counseling –as we see more family with bankruptcy problems and issues with borrowing.

Continue outreach efforts to promote financial literacy

Establish a campus-wide Financial Wellness Council Increase number of students applying for federal financial aid by federal priority deadlines Actions Taken: In order to maximize their opportunities for being considered for the state of Indiana and IUPUI financial aid programs, it is to students' advantage to submit their Free Application for Federal Student Aid (FAFSA) by a March 10 priority deadline. Students who meet this deadline also will also be notified of their financial aid package sooner than students who do not. The Student Financial Services staff continues to serve IUPUI and the entire Indianapolis community by providing educational outreach efforts regarding financial aid.

Indiana Student Financial Aid Association ISFAA Area High School Financial Aid Nights (Roncalli, Warren Central, Providence Cristo Rey, etc.) and at High School Guidance Counselor workshops at both the Indianapolis and Columbus campuses.

Community Action Network of Greater Indianapolis’s Count Your Cash Money Management Program

Student Employment & Experience Fair

Study Abroad Fair on campus

Campus Center Open House

Movin’-On presentation for Adaptive Educational Services

Passport/Ivy Tech Transfer Event

Fall Fest

TCEM Learning Community

Indiana University Neal-Marshall Celebration of Black Graduates Celebration @ IUPUI

Greater Gethsemane Missionary Baptist Church Scholarship Committee Chair

High school guidance counselor workshops

Phone campaign

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OUTREACH

FAAM Events & Activities

Publicity & Promotions: Banners, Web, E-Mails (FAFSA reminder e-mails to 2705 students)

Outreach/FAFSA Assistance: FAFSA Assistance: College Goal Sunday Participation, Financial Aid Nights at local High Schools. E-mail and phone campaigns.

Financial Aid Presentations

Student Financial Services made 96 Presentations to 15,235 people comprised of incoming freshman, returning students, high school and middle school student, families, and the general public.

Orientation:

Resource Fair- Client Services staffed resource fair tables for 25 orientation sessions assisting students/families

Presentations- 3 separate presentations were used depending on the audience: Honors, Student & Parent, and Transfer. 1 presentation lasted between 30-45 minutes. 53 Orientation presentations were delivered to over 7500 students and family members. Presentations covered all areas of Financial Aid and Bursar topics.

Financial Aid Awareness Month Events & Activities Publicity & Promotions

Jag TV, JagNews, Banners, Web, E-Mails (FAFSA reminder e-mails to 2,706 students)

Promotion of College Goal Sunday, a statewide FAFSA filing workshop

Outreach/FAFSA Assistance

12 Student Financial Services staff members participated in College Goal Sunday in February, 2013. College Goal Sunday is a statewide program offered by college and university financial aid administrators to help students and their families complete financial aid applications.

Had staff available in lobby during business hours to assist students and families with completing the 2013-14FAFSA

Partnered with the UITS Call Center for several phone campaigns throughout the year. o Student’s eligible for state grant money, but had not filed a FAFSA with approaching

March 10th deadline. o Past Due balance reminder

State Corrections deadline reminder May 15thState team participated in the Student Abroad Fair

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Evidence of Progress:

FAFSAs Received

Indianapolis 2010-11 2011-12 2012-13 # Difference from

2012 to 2013 % Difference from

2012 to 2013

Total FAFSAs Received 33,067 34,003 35,222 1,219 3.6%

Undergraduate FAFSA Filers Enrolled 17,665 18,032 18,075 43 0.2%

Undergraduate On-Time Filers 13,069 14,234 13,495 -739 -5.2%

Percent of undergraduate On-Time filers 74.0% 78.9% 74.8% -4.1%

The number of IUPUI undergraduate students who file the FAFSA and enrolled increased slightly in 2012-13. Of those filers, 75% met a March 10 priority filing deadline, a 4.1% decrease from 11-12 FAFSA filers. The Office of Student Financial Services will continue to look for ways to contact students and raise awareness of the FAFSA filing priority date including the use of CRM tools in the future. State Financial Aid Programs

State team is currently working with the state to implement changes for the Fall 2013 Freshman. This incoming population will now be required to adhere to credit restrictions in order to maintain their eligibility for the 21st Century Scholarship

Additional information about state grant programs can be found on our website http://www.iupui.edu/~finaid/services/grants/ssaci.

The following charts summarize state-based awards processed in the last three years for the Indianapolis and Columbus campuses.

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IUPUI 2010-2011

IUPUI 2011-2012

IUPUI 2012-2013 O'Bannon

O'Bannon

O'Bannon

Total

Awards Average

Award Total

Spent

Total

Awards Average

Award Total

Spent

Total

Awards Average

Award Total

Spent

Fall FT 4206 1452 6,108,274

Fall FT 4746 1455 6,907,337

Fall FT 4593 1467 6,735,678

Spring FT 3815 1459 5,565,574

Spring FT 4314 1455 6,278,565

Spring FT 4168 1463 6,099,511

Fall PT 315 669 210,872

Fall PT 472 704 332,203

Fall PT 518 726 376,109

Spring PT 454 663 301,025

Spring PT 478 693 331,163

Spring PT 496 701 347,609

21st Century Scholars

21st Century Scholars

21st Century Scholars

Total

Awards Average Awards

Total Spent

Year

Total Awards

Average Awards

Total Spent

Total Awards

Average Awards

Total Spent

Fall 941 2199 2,069,218

Fall 1071 2306 2,470,186

Fall 1195 2442 2,918,075

Spring 863 2209 1,906,219

Spring 1017 2301 2,340,005

Spring 1084 2467 2,674,178

21st Century Difference

21st Century Difference

21st Century Difference

Total

Awards Average

Award Total

Spent

Total

Awards Average

Award Total

Spent

Total

Awards Average

Award Total

Spent

AY 223 491 109,591

AY 69 625 43,120

AY 13 791 10,278

CVO

CVO

CVO

Total

Awards Average

Award Total

Spent

Total

Awards Average

Award Total

Spent

Total

Awards Average

Award Total

Spent

AY 728 4759 3,464,635

AY 647 4850 3,138,213

AY 661 5086 3,361,989

Summer 329 1539 506,284

Summer 285 1254 357,275

Summer 285 1263 359,876

National Guard

National Guard

National Guard

Total

Awards Average

Award Total

Spent

Total

Awards Average

Award Total

Spent

Total

Awards Average

Award Total

Spent

AY 81 3378 273,590

AY 79 4173 329,670

AY 110 4821 530,292

Consortium

Consortium

Consortium Fall 158

Fall 99

Fall 123

Spring 101

Spring 48

Spring 123 Summer 226

Summer 163

Summer 155

Passport

Passport

Passport Fall 180

Fall 191

Fall 189

Spring 109

Spring 123

Spring 187 Summer 71

Summer 14

Summer 25

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IUPUC 2010-2011

IUPUC 2011-2012

IUPUC 2012-2013 O'Bannon

O'Bannon

O'Bannon

Total

Awards Average

Award Total

Spent

Total

Awards Average

Award Total

Spent

Total

Awards Average

Award Total

Spent

Fall FT 389 1449 563,663

Fall FT 395 1389 548,529

Fall FT 380 1429 542,964

Spring FT 343 1423 488,104

Spring FT 351 1401 491,800

Spring FT 314 1418 445,097

Fall PT 12 948 11,374

Fall PT 48 772 37,054

Fall PT 53 842 24,412

Spring PT 59 665 39,245

Spring PT 52 714 37,134

Spring PT 56 636 35,591

21st Century Scholars

21st Century Scholars

21st Century Scholars

Total

Awards Average Awards

Total Spent

Year

Total Awards

Average Awards

Total Spent

Total Awards

Average Awards

Total Spent

Fall 80 2180 174,415

Fall 89 2347 208,840

Fall 103 2265 233,260

Spring 74 2187 161,860

Spring 83 2179 180,872

Spring 89 2371 210,976

21st Century Difference

21st Century Difference

21st Century Difference

Total

Awards Average

Award Total

Spent

Total

Awards Average

Award Total

Spent

Total

Awards Average

Award Total

Spent

AY 16 478 7,640

AY 15 509 7,640

AY 0 0 0

CVO

CVO

CVO

Total

Awards Average

Award Total

Spent

Total

Awards Average

Award Total

Spent

Total

Awards Average

Award Total

Spent

AY 41 3301 135,349

AY 41 4041 165,685

AY 36 3904 140,561

Summer 22 1384 30,441

Summer 21 1450 30,441

Summer 13 1395 18,138

National Guard

National Guard

National Guard

Total

Awards Average

Award Total

Spent

Total

Awards Average

Award Total

Spent

Total

Awards Average

Award Total

Spent

AY 1 6158 6,158

AY 1 1660 1,660

AY 0 0 0

Consortium

Consortium

Consortium Fall 45

Fall 144

Fall 39

Spring 28

Spring 181

Spring 51 Summer 20

Summer 122

Summer 21

Passport

Passport

Passport

Fall 17

Fall 49

Fall 51 Spring 32

Spring 37

Spring 56

Summer 11

Summer 5

Summer 2

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Activities planned:

Continue to improve and expand communication with students through Website, targeted mailings, and other methods.

External Activities, Awards, and Appointments

In order to keep current with the latest best practices, Enrollment Services personnel are active in state and national professional associations, frequently serving as presenters at conferences and in leadership positions for the organizations. Of particular note in 2012-13:

Amanda Hellman, Passport, serves as Secretary of the Indiana University Latino Alumni Association, and is a member of the Hispanic Chamber of Commerce for Central Indiana.

Amanda Helman serves as Chair of the IUPUI Latino Faculty/Staff Council, as a member of the Climate Committee of IUPUI’s Strategic Planning Taskforce as well as on IU’s University Transfer Taskforce.

Amanda Hellman, Passport serves on two committees at Ivy Tech Community College: Diversity Learning Community and the Internal Academic Committee.

Amy Blackford, Office of Undergraduate Admissions, served as Chair of the Campus Information and Visitor Services Association (CIVSA) Standards Committee

Amber Pratcher, Scholarships, successfully completed her 2nd Master’s Degree in New Media – Informatics from Indiana University.

Amber Pratcher, Scholarships, presented at the 2012 National Scholarship Providers Association Annual Conference on Online Scholarship Applications.

Amber Pratcher, Scholarships, completed her J.A.G.U.A.R. Certification Program through the IUPUI Office of Student Employment.

Beth Barnette Knight was elected to the Board of Directors of the National Student Scholarship Providers Association

Bobby Bell, Office of Undergraduate Admissions, served as Admissions chair for the Indiana Association of Collegiate Registrars and Admissions Officers (IACRAO).

Chris J. Foley, Office of Undergraduate Admissions, co-chaired the NCAA International Student Records Committee.

Chris J. Foley, Office of Undergraduate Admissions, served on the advisory board for The Connection, a social networking platform for international recruitment and credentials evaluation hosted by Educational Credentials Evaluators.

Chris J. Foley, Office of Undergraduate Admissions, served on the advisory council for the American Association of Collegiate Registrars and Admissions Officers (AACRAO’s) EDGE product, its web-based international credentials evaluation database.

Chris J. Foley, Office of Undergraduate Admissions, served on the Advisory Board for Parchment, the parent company of Docufide, the vender who manages the electronic transcripts for the state of Indiana.

Chris J. Foley, Office of Undergraduate Admissions, presented “Terms that Should Mean More to Admissions Officers: IPEDS, Clearinghouse, Common Data Set, etc.” as a webinar for AACRAO membership as well as the national meeting of the organization.

Erin Steinfort, Scholarships, presented on NCAA scholarship regulations at the 2012 National Scholarship Providers Association Annual Conference.

Eugene Pride, Office of Undergraduate Admissions, served on the Center Grove Early College Advisory Committee

Jessenia Baron-Cohen, Scholarships, was inducted into the Tau Alpha Pi Honors Society.

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Kim Lewis, Office of the Registrar, served as a member of the IACRAO Legislative Affairs Committee

Kim Stewart-Brinston, Office of Diversity Access and Achievement (ODAA), presented at the Indiana chapter of Hispanic Professional Engineers conference, National Society of Black Engineers, and Indiana Chapter of Latinos in Finance and Accounting regarding issues related to minority student access to college.

Kim Stewart-Brinston, ODAA, serves as a mentor for undergraduate students and advising member in the Norman Brown Diversity Leadership Program (NBDLP).

Kim Stewart-Brinston, ODAA, served university committees regarding campus climate, 2025 Strategic Plan – Task Force Committee and other ad-hoc committees.

Kim Stewart-Brinston, ODAA, selected as a member of the board of directors for Indiana Life Sciences Academy West for the 2013-2014 academic year.

Kim Stewart-Brinston, ODAA, served as key facilitator for the anti-violence training program offered by Warren Central High School.

Linda Haley, Office of the Registrar, served as Chair of the IACRAO Communications Committee

Lisa Chambers, Office of Student Financial Services, served on the Indiana Student Financial Aid Association (ISFAA) Executive Committee and Governmental Relations Committee

Marilee Taylor, Office of Student Financial Services, served on the Indiana Student Financial Aid Association (ISFAA) Executive Committee and the Spring Conference Site Committee

Marvin Smith, Office of Student Financial Services, co-chaired the Midwest Association of Financial Aid Administrators (MASFAA) Federal Issues Committee and Annual Conference Program Committee

Marvin Smith, Office of Student Financial Services, served as a panelist on two interest sessions at the Midwest Association of Financial Aid Administrators (MASFAA) Annual Conference, one session regarding Institutional Administrative Capability and another session regarding Financial Aid Office Organizational Structures

Marvin Smith, Office of Student Financial Services, served on the National Association of Student Financial Aid Administrators (NASFAA) Leadership and Professional Advancement Committee

Mary Beth Myers, Office of the Registrar served as faculty and a founding partner of the Registrar Forum, AACRAO Technology and Technology Conference

Mary Beth Myers, Office of the Registrar, served as First Vice-President of Indiana Association of Collegiate Registrars and Admissions Officers (IACRAO).

Mary Beth Myers, Office of the Registrar, presented at the AACRAO National conference and AACRAO Technology conference

Mary Beth Myers, Office of the Registrar, served as Chair of the Local Arrangements Committee for the Great Lakes conference which includes the AACRAO members from Indiana, Ohio, and Michigan

Matthew R. Moody, Office of Undergraduate Admissions, was elected Secretary for Indiana Association for College Admissions Counseling (IACAC). This is a four year commitment that progresses to IACAC President

Megan Johnson, Office of Student Financial Services, attended the Indiana Student Financial Aid Association (ISFAA) Leadership Symposium

Melissa Bright, Office of Undergraduate Admissions, served on the IACAC Executive Board as Technology Chair

Melissa Bright, Office of Undergraduate Admissions, served on the IACAC Calendar Committee

Mike Melinder, Office of Undergraduate Admissions, served as the IACAC Media Communications Co-Chair

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Mike Melinder, Office of Undergraduate Admissions, served on the IACAC Mentorship Committee

Mike Melinder, Office of Undergraduate Admissions, served on the IACAC Inclusion, Access and Success Committee (formerly Human Relations)

Rebecca Porter, Division of Enrollment Services was an invited presenter on assessment of student learning through classroom examination at the American Physical Therapy Association Section on Education New Faculty Workshop

Rebecca Porter, Division of Enrollment Services, serves as a consultant to the Federation of State Boards of Physical Therapy (FSBPT) on construction of test items for the National Physical Therapy Examination for licensure of physical therapists and physical therapists assistants and a presenter at the FSBPT Faculty Workshop

Rebecca Porter, Division of Enrollment Services, was an invited presenter on assessment of student learning through classroom examinations at the Drexel University, Philadelphia, PA and University of Medicine and Dentistry of New Jersey, New Jersey

Richard Bray, Diversity Access and Achievement, was nominated and selected to participate in the American Association of Black in Higher Education – Leadership Mentoring Institute at Miles College July 2013

Richard Bray, Office of Diversity Access and Achievement (ODAA), serves as a mentor undergraduates involved in Student African American Brotherhood (S.A.A.B)

Richard Bray, ODAA, serves as a mentor for undergraduate students and advising member in the Norman Brown Diversity Leadership Program (NBDLP).

Richard Bray, ODAA, served on search committees, Diversity Cabinet, 2025 Strategic Plan – Task Force Committee and other ad-hoc committees.

Richard Bray, ODAA, served a third consecutive term as Co-Chair IUPUI Black Faculty & Staff Council.

Richard Bray, ODAA, served on the IUPUI Joint Affinity Council Committee

Richard Bray, ODAA, graduated from Christian Theological Seminary with a Master of Divinity Degree in May 2013.

Richard Bray, ODAA, participated in the American Association of Black in Higher Education – Leadership Mentoring Institute at Miles College July 2013

Scott McIntyre, Office of Undergraduate Admissions, served as the Chair of the Board, Options Charter Schools Noblesville and Carmel

Sheri White, Office of the Student Financial Services, attended the Indiana Student Financial Aid Association (ISFAA) Leadership Symposium

Virginia (Ginny) Washington, Office of Student Financial Services, serves as a Standards of Excellence Peer Reviewer for the National Association of Financial Aid Administrators (NASFAA).

The Office of Undergraduate Admissions won three MARCOM awards (a competition for Marketing & Communications) for the senior prospect communication stream, the university viewbook, and the high school visit poster.

Student Financial Services staff participated in their state, regional, and national professional associations through presentations and committee work, including: o ISFAA Support Staff Workshop Presentations and Secretary of the organization o ISFAA Guidance Counselor Workshop Presentations o ISFAA Financial Aid Night Committee Chair o MASFAA Federal Issues Committee o NASFAA Standards of Excellence Review Peer Review

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Other involvement with professional associations includes: o American Association of Collegiate Registrars and Admissions Officers (AACRAO) o Indiana Association of Collegiate Registrars and Admissions Officers (IACRAO)

On behalf of the association IUPUI continues to host the IACRAO website. o National Association of Student Financial Aid Administrators (NASFAA) o Indiana Student Financial Aid Association (ISFAA) o Midwest Association of Student Financial Aid Administrators (MASFAA) o National Scholarship Providers Association (NSPA) o National Association for College Admission Counseling (NACAC) o Indiana Association for College Admission Counseling (IACAC) o Association of International Educators (NAFSA) o National Collegiate Athletic Association (NCAA) o Alliance (PeopleSoft/Oracle) Conference presenters and Product Advisory Group Enrollment Services staff also serve on numerous campus and all-university committees.

Academic Affairs Committee (ex-officio) Academic Policies and Procedures Committee Admissions LIT Admissions Misconduct Review Committee Behavioral Consultation Team Black Faculty and Staff Council Bursar Appeal Committee Business Intelligence Committee Campus Address Committee Campus Center Open House Committee and volunteer Campus Center Partners Campus Center Partners Group member Committee on Data Stewards Council of Retention and Graduation CRM Committee Diversity Committee Diversity Management Committee Enrollment Management Council FLAGS Advisory Committee, FLAGS Student Performance Roster Committee, FLAGS

Reporting Committee General Education Task Force Implementation Team Human Resource Task Force Indiana College Network and Consortium for Urban Education Committee IU FLAGS (Fostering Learning, Achievement and Graduation Success) Governance

Committee IUPUI Bursar Appeal Committee Jaguar Academic Advising Association (JACADA) Learning Environments Committee, Campus Address Committee Marshals for May Commencement Physical Access Sub-committee Physical Access Sub-Committee Recorder+ Committee

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Recorder+, Academic Unit Reporting Group, SIS Student Records Team, SIS AA Team, SIS Campus Community Team

Registrar Council Staff Affairs committee Staff Council Standing Committee on Residency TEAM IUPUI Technical User Groups Technology Deans University Calendar committee Various SIS Upgrade teams

In support of community colleagues, the Registrar provided “Registrar 101” information and feedback to the new Registrar of Martin University.

Registrar personnel continue to be involved and to coordinate internal office events to promote both campus involvement and team morale/spirit.

Back Pack Attack (late Summer 2012)

Campus Center Open House (September 2012)

Suite 250 Olympics (Summer 2012)

United Way campaign (Fall 2012)

Annual Holiday Training (Winter 2012) Enrollment Services 11/25/13