Institutional Effectiveness Compliance Calendar Washington and Lee University Annual Calendar of Significant Reporting Compliance Activities

Institutional Effectiveness

January
IPEDS: Winter Collection Closes1

February
No action items

March
IPEDS: Spring Collection Opens2

April
IPEDS: Spring Collection Closes2

May
No action items

June
NCAA Graduation Rates3

July
No action items

August
IPEDS: Registration4

September

  • IPEDS: Fall Collection Opens5
  • Program Participation Agreements: Financial Aid & Institutional Invformation6

October
IPEDS: Fall Collection Closes5

November
No action items

December
IPEDS: Winter Collection Opens1

Other
If applicable, HEOA Transparency in Tuition reporting requirements will be added above once the timeline is clarified by Federal regulations.

As part of the program participation agreements signed in connection with financial aid, an institution must complete surveys conducted as a part of the Integrated Postsecondary Education Data System (IPEDS) or any other Federal postsecondary institution data collection effort, as designated by the Secretary, in a timely manner and to the satisfaction of the Secretary. Filing the required IPEDS forms also fulfills certain reporting requirements under Titles VI and VII and the ADA.

1Program Participation Agreements and IPEDS
The Winter collection includes the Employees by Assigned Position component to classify all institutional staff, as well as the Faculty Salaries and the Fall Staff components of IPEDS. In addition, institutions have the opportunity to provide Enrollment data at this time. Institutions will be able to lock the Enrollment Component in the Winter or Spring. The Fall Staff component is provided for convenience, but data are NOT required this year. The Winter collection opens in December and closes in January. See http://surveys.nces.ed.gov/ipeds/ for exact dates.

2Program Participation Agreements and IPEDS
The Spring IPEDS collection includes Finance and Student Financial Aid information, Graduation Rates data (including information required under the Student Right to Know Law), and Enrollment for those schools that did not lock in Winter. The Spring collection period opens in March and closes in April. Reporting is done online. See http://surveys.nces.ed.gov/ipeds/ for exact dates.

3NCAA Graduation Rates
Graduation rates are submitted electronically and are due by June 1st each year, as part of a two part certification process that culminates in early July.

4Program Participation Agreements and IPEDS
Registration opens in August. Passwords and IDs are distributed in August. IDs and passwords for the upcoming collection cycle will be distributed to all institutions. Those with designated key-holders will receive information via email. All institutions for which there is no designated key-holder will receive a letter directed to the CEO containing registration information.

5Program Participation Agreements and IPEDS
The Fall collection for IPEDS (Institutional Characteristics and Completions) opens in September and closes in October. Reporting is done online.

See http://surveys.nces.ed.gov/ipeds/ for exact dates for submission of data on tuition and completion (the Fall Collection). This is the first of three annual data collection periods. Designated institutional personnel should have received new 2006-07 User IDs and passwords (if not, contact the Helpdesk).

6General Provisions Relating to Student Assistance Programs (Program Participation Agreements)
Financial Aid and Institutional Information - The institution must publish and make readily available to current and prospective students information on the entire Federal, State, local, private and institutional financial assistance programs available to students who enroll at the institution. Institutional information must also be made available as well. No deadline specifically enumerated; however, September 1 is suggested.

This disclosure must be provided directly to enrolled students through direct mailing, electronic mail, or provision at orientation/matriculation. If a the required disclosures are posted on a website, the direct mailing or electronic mail must be sent to all enrolled students, and must: 1) identify the information required to be disclosed, 2) provide the exact electronic Web site address where the information can be found, 3) state that, upon request, the student is entitled to a paper copy, and 4) inform the student how to request a paper copy.

Information noting the availability of each of these reports, including an opportunity to request a copy, must be included in appropriate publications, mailings, and/or electronic communications to prospective students.