Oregon Opportunity Grant & Shared Responsibility Model Oregon Student Access Commission Josette Green, Executive Director September 14, 2012

Agenda Who is the Oregon Student Access Commission? Defining affordability with the Shared Responsibility Model The state of the Oregon Opportunity Grant

Oregon Student Access Commission Mission To create a college-going culture for all Oregonians by providing access through information, mentoring, and financial support. Vision An organization of innovation and excellence in a leading college-going state.

OSAC Kindergarten Post- secondary Education or Training Elementary Middle School High School

OSAC Advocates for All Students

Shared Responsibility Model A definition of affordability for Oregon starting in

Average Cost of Attendance (public 2-yr or 4-yr) - Student share (work, loan, savings, scholarships, etc.) - Family share (Expected Family Contribution) - Federal share (Pell amount and/or Tax Credit) = Unmet need = Opportunity Grant award up to current award max. SRM Components

Full Need Student $19,976 (Pub or Priv 4-yr) — $8,700 (Student Share) — $0 (Family Share) — $5,550 (Federal Share) = $5,726 (Unmet need) = $1,950 OOG award $16,539 (Public 2-yr) — $5,700 (Student Share) — $0 (Family Share) — $5,550 (Federal Share) = $5,289 (Unmet need) = $1,950 OOG award

Projected Student Impact Source: Fact Sheet “Senate Bill 334 Shared Responsibility Program, 2007 Legislative Session” Establishing the “shared responsibility” Oregon Opportunity Grant would: 1.Increase the number of eligible students while continuing to assist currently eligible students. 2.Extend grant aid to many middle-income families currently not eligible for an OOG 3.Increase average grant size 4.Assist half-time students (6 credit hours) 5.Enable students with financial need to be able to work their way through college, with lower borrowing amounts for many students 6.Help increase educational attainment in the state, bolstering the ability of Oregonians to contribute to the economy and society.

Oregon Opportunity Grant The State of Today

Thank You Legislators

Eligible OOG Applicants vs Recipients # Eligible Applicants (by 1 st Oregon College) SRM Years CC30,85331,17629,88727,05727,58149,43472,99388,053112,701 OUS13,50513,90113,13412,74212,20921,38821,58524,90736,268 IND2,0632,1672,1852,0882,0843,8723,6284,6326,886 TTL46,42147,24445,20641,88741,87474,69498,206117,592155,855 # OOG Recipients SRM Years CC10,57510,02212,88515,47915,91920,01326,2115,27815,091 OUS7,8967,94110,07010,1269,80115,71014,6156,17411,459 IND1,0441,1381,1771,5621,6362,7442,3101,5172,348 TTL19,51519,10124,13227,16727,35638,46743,13612,96928,896 Percent Recipients vs. Eligible Applicants SRM Years CC34.3%32.1%43.1%57.2%57.7%40.5%35.9%6.0%13.4% OUS58.5%57.1%76.7%79.5%80.3%73.5%67.7%24.8%31.6% IND50.6%52.5%53.9%74.8%78.5%70.9%63.7%32.8%34.1% TTL42.0%40.4%53.4%64.9%65.3%51.5%43.9%11.0%18.6%

Maximum OOG Awards Max Award CCOUSPRIV $1,044$1,254$2, $1,044$1,254$2, $1,164$1,401$2, $1,257$1,482$2, $1,323$1,587$3, $1,398$1,674$3, $1,470$1,752$3, $2,600$3, $2,600$3, $1,800$1, $1,800$1, $1, $2,000

OOG Disbursements Opportunity Grant Dollars Disbursed by College Sector $$ Disbursed (1 year) CC$44,704,754$50,027,693$19,236,960 OUS$46,990,481$38,273,487$20,015,374 IND$10,963,635$7,104,303$4,106,336 TTL$102,658,870$95,405,483$43,358,670

Graph of OUS T and F and ave OOG amount.

OOG vs. Tuition & Fees Annual Average Tuition and Fees* by Sector Oregon University System $5,036$5,224$5,393$5,856$6,125$6,716$7,217$7,676 Community Colleges $2,635$2,726$2,799$3,176$3,331$3,584$3,710$4,239 Independent Not-for- profit Colleges $19,457$20,591$20,705$22,566$24,180$25,666$27,157$27,432 * basic costs all students pay, costs as reported by schools to OSAC Percent of Average Tuition & Fees Covered by OOG Oregon University System30%52%40%27%25% Community Colleges46%78%73%49%42% Independent Institutions16%13%10%7%

OOG vs. Cost of Attendance Estimated Average Annual Cost of Attendance (COA) by Sector OUS$14,404$15,036$15,630$16,483$17,494$18,536$18,966$19,976 CC$12,003$12,538$13,036$13,803$14,700$15,404$15,459$16,539 PRIV$28,825$3,0403$30,942$3,3193$35,549$37,486$38,906$39,829 Percent of Average Cost of Attendance Covered by OOG Oregon University System10%17%14%10% Community Colleges11%19%18%12%11% Independent Institutions11%9%7%5% Cost of Attendance includes tuition & fees, room & board, books & supplies, transportation, and miscellaneous personal expenses.

Percentage of Oregon Opportunity Grants by Dependency Status Academic year Dependent33.10%39.15%30.21%40.20%41.88%37.29% Independent67.90%60.85%69.79%59.80%58.12%62.71% Demographics of OOG Percentage of OOG Recipients by Grade Level Grade Level TTL 018.7%21.0% 20.7%21.6% 115.5% 20.7%14.2%17.6% 226.2%25.8%25.7%27.4%28.7% 321.0%20.8%18.6%22.2%19.7% 414.1%12.7%10.3%12.6%9.9% 54.3%4.1%3.5%3.0%2.3% 0 = Never attended college and 1st year undergraduate 1 = Attended college before and 1st year undergraduate 2 = 2nd year undergraduate/sophomore 3 = 3rd year undergraduate/junior 4 = 4th year undergraduate/senior 5 = 5th year/other undergraduate

Demographics of OOG cont. Percent of OOG Recipients by Income Ranges (1 year) # Recip % % % % $0 - $9,999 26, %27, %24, %11, % $10,000-$19,999 12, %15, %14, %5, % $20,000-$29,999 8, %10, %9, %4, % $30,000-$39,999 3,2576.3%6, %5,2929.3%2,7559.4% $40,000-$49, %3,6245.4%2,5014.4%2,2657.7% $50,000-$59, %1,8792.8%3040.5%1,6945.8% $60,000-$69, %7801.2%1460.3%1,0633.6% $70,000 up 180.0%1540.2%1380.2%1220.4% 51, %66, %56, %29, %

OOG Issues Today Our students need more $. Funding late entry students not just early applicants. What is the purpose of OOG – to drive access, completion or both? Lack of research in understanding the program and its outcomes. Effective utilization of the SRM in today’s environment. Providing hope, simplicity and inspiration with the $.

Contact Information Josette Green, Executive Director Oregon Student Access Commission Phone: