Oregon Opportunity Grant & Shared Responsibility Model
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Agenda• Who is the Oregon Student Access
Commission?
• Defining affordability with the Shared Responsibility Model
• The state of the Oregon Opportunity Grant
www.OregonStudentAid.gov
Oregon Student Access Commission
MissionTo create a college-going culture for all Oregonians
by providing access through information, mentoring, and financial support.
VisionAn organization of innovation and excellence
in a leading college-going state.
OSAC
Kindergarten
Post- secondaryEducation or Training
Elementary
Middle School
High School
OSAC Advocates for All Students
Shared Responsibility Model
A definition of affordability for Oregon starting in 2008-09.
Average Cost of Attendance (public 2-yr or 4-yr)
- Student share (work, loan, savings, scholarships, etc.)
- Family share (Expected Family Contribution)
- Federal share (Pell amount and/or Tax Credit)
= Unmet need
= Opportunity Grant award up to current award max.
SRM Components
2012-13 Full Need Student$19,976 (Pub or Priv 4-yr)
— $8,700 (Student Share)
— $0 (Family Share)
— $5,550 (Federal Share)
= $5,726 (Unmet need)
= $1,950 OOG award
$16,539 (Public 2-yr)
— $5,700 (Student Share)
— $0 (Family Share)
— $5,550 (Federal Share)
= $5,289 (Unmet need)
= $1,950 OOG award
Projected Student ImpactSource: Fact Sheet “Senate Bill 334 Shared Responsibility Program, 2007 Legislative Session”
Establishing the “shared responsibility” Oregon Opportunity Grant would:
1. Increase the number of eligible students while continuing to assist currently eligible students.
2. Extend grant aid to many middle-income families currently not eligible for an OOG
3. Increase average grant size4. Assist half-time students (6 credit hours)5. Enable students with financial need to be able to work
their way through college, with lower borrowing amounts for many students
6. Help increase educational attainment in the state, bolstering the ability of Oregonians to contribute to the economy and society.
Oregon Opportunity Grant
The State of Today
Thank You Legislators
Eligible OOG Applicants vs Recipients
# Eligible Applicants (by 1st Oregon College) SRM Years2003-
042004-
052005-
062006-
072007-
082008-
092009-
10 2010-112011-
12CC 30,853 31,176 29,887 27,057 27,581 49,434 72,993 88,053 112,701OUS 13,505 13,901 13,134 12,742 12,209 21,388 21,585 24,907 36,268IND 2,063 2,167 2,185 2,088 2,084 3,872 3,628 4,632 6,886TTL 46,421 47,244 45,206 41,887 41,874 74,694 98,206 117,592 155,855
# OOG Recipients SRM Years
2003-04 2004-05 2005-06 2006-07 2007-082008-
092009-
102010-
112011-
12CC 10,575 10,022 12,885 15,479 15,919 20,013 26,211 5,278 15,091OUS 7,896 7,941 10,070 10,126 9,801 15,710 14,615 6,174 11,459IND 1,044 1,138 1,177 1,562 1,636 2,744 2,310 1,517 2,348TTL 19,515 19,101 24,132 27,167 27,356 38,467 43,136 12,969 28,896
Percent Recipients vs. Eligible Applicants SRM Years
2003-04 2004-05 2005-06 2006-07 2007-08 2008-092009-
102010-
112011-
12CC 34.3% 32.1% 43.1% 57.2% 57.7% 40.5% 35.9% 6.0% 13.4%OUS 58.5% 57.1% 76.7% 79.5% 80.3% 73.5% 67.7% 24.8% 31.6%IND 50.6% 52.5% 53.9% 74.8% 78.5% 70.9% 63.7% 32.8% 34.1%TTL 42.0% 40.4% 53.4% 64.9% 65.3% 51.5% 43.9% 11.0% 18.6%
Maximum OOG AwardsMax
Award CC OUS PRIV
2001-02 $1,044 $1,254 $2,922
2002-03 $1,044 $1,254 $2,922
2003-04 $1,164 $1,401 $2,866
2004-05 $1,257 $1,482 $2,968
2005-06 $1,323 $1,587 $3,114
2006-07 $1,398 $1,674 $3,366
2007-08 $1,470 $1,752 $3,507
2008-09 $2,600 $3,200 $3,200
2009-10 $2,600 $3,200 $3,200
2010-11 $1,800 $1,950 $1,950
2011-12 $1,800 $1,950 $1,950
2012-13 $1,950 $1,950 $1,950
2013-14 $2,000 $2,000 $2,000
OOG Disbursements
Opportunity Grant Dollars Disbursed by College Sector
$$ Disbursed 2007-09 2009-11 2011-12 (1 year)
CC $44,704,754 $50,027,693 $19,236,960
OUS $46,990,481 $38,273,487 $20,015,374
IND $10,963,635 $7,104,303 $4,106,336
TTL $102,658,870 $95,405,483 $43,358,670
Graph of OUS T and F and ave OOG amount.
OOG vs. Tuition & Fees Annual Average Tuition and Fees* by Sector
2004-
052005-
062006-
072007-
082008-
092009-
102010-
112011-
12Oregon University System $5,036 $5,224 $5,393 $5,856 $6,125 $6,716 $7,217 $7,676
Community Colleges $2,635 $2,726 $2,799 $3,176 $3,331 $3,584 $3,710 $4,239Independent Not-for-profit Colleges $19,457 $20,591 $20,705 $22,566 $24,180 $25,666 $27,157 $27,432* basic costs all students pay, costs as reported by schools to OSAC
Percent of Average Tuition & Fees Covered by OOG 2007-08 2008-09 2009-10 2010-11 2011-12Oregon University System 30% 52% 40% 27% 25%Community Colleges 46% 78% 73% 49% 42%Independent Institutions 16% 13% 10% 7% 7%
OOG vs. Cost of AttendanceEstimated Average Annual Cost of Attendance (COA) by Sector
2004-05 2005-06 2006-07 2007-08 2008-09 2009-10 2010-11 2011-12
OUS $14,404 $15,036 $15,630 $16,483 $17,494 $18,536 $18,966 $19,976
CC $12,003 $12,538 $13,036 $13,803 $14,700 $15,404 $15,459 $16,539
PRIV $28,825 $3,0403 $30,942 $3,3193 $35,549 $37,486 $38,906 $39,829
Percent of Average Cost of Attendance Covered by OOG
2007-08 2008-09 2009-10 2010-11 2011-12
Oregon University System 10% 17% 14% 10% 10%
Community Colleges 11% 19% 18% 12% 11%
Independent Institutions 11% 9% 7% 5% 5%
Cost of Attendance includes tuition & fees, room & board, books & supplies, transportation, and miscellaneous personal expenses.
Percentage of Oregon Opportunity Grants by Dependency Status
Academic year 2007-08 2008-09 2009-10 2010-11 2011-12 2012-13Dependent 33.10% 39.15% 30.21% 40.20% 41.88% 37.29%Independent 67.90% 60.85% 69.79% 59.80% 58.12% 62.71%
Demographics of OOG
Percentage of OOG Recipients by Grade Level
Grade Level
2007-08 2008-09 2009-10 2010-11 2011-12TTL TTL TTL TTL TTL
0 18.7% 21.0% 21.0% 20.7% 21.6%1 15.5% 15.5% 20.7% 14.2% 17.6%2 26.2% 25.8% 25.7% 27.4% 28.7%3 21.0% 20.8% 18.6% 22.2% 19.7%4 14.1% 12.7% 10.3% 12.6% 9.9%5 4.3% 4.1% 3.5% 3.0% 2.3%
0 = Never attended college and 1st year undergraduate1 = Attended college before and 1st year undergraduate2 = 2nd year undergraduate/sophomore3 = 3rd year undergraduate/junior4 = 4th year undergraduate/senior5 = 5th year/other undergraduate
Demographics of OOG cont.
Percent of OOG Recipients by Income Ranges
2005-07 2007-09 2009-11 2011-12 (1 year)
# Recip % # Recip % # Recip % # Recip %
$0 - $9,999 26,645 51.3% 27,059 40.6% 24,235 42.7% 11,171 38.1%
$10,000-$19,999 12,740 24.5% 15,642 23.5% 14,602 25.7% 5,845 20.0%
$20,000-$29,999 8,649 16.7% 10,548 15.8% 9,516 16.8% 4,371 14.9%
$30,000-$39,999 3,257 6.3% 6,976 10.5% 5,292 9.3% 2,755 9.4%
$40,000-$49,999 582 1.1% 3,624 5.4% 2,501 4.4% 2,265 7.7%
$50,000-$59,999 15 0.0% 1,879 2.8% 304 0.5% 1,694 5.8%
$60,000-$69,999 6 0.0% 780 1.2% 146 0.3% 1,063 3.6%
$70,000 up 18 0.0% 154 0.2% 138 0.2% 122 0.4%
51,912 100.0% 66,662 100.0% 56,734 100.0% 29,286 100.0%
OOG Issues Today• Our students need more $.• Funding late entry students not just early applicants.• What is the purpose of OOG – to drive access,
completion or both?• Lack of research in understanding the program and
its outcomes.• Effective utilization of the SRM in today’s
environment.• Providing hope, simplicity and inspiration with the $.
Contact Information
Josette Green, Executive Director Oregon Student Access Commission
Phone: 541-687-7377Email: [email protected]
www.OregonStudentAid.gov