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pdfOMB Approval No.: 1840-0831
Expiration Date: XX/XX/XXXX
Upward Bound (UB) and Upward Bound Math-Science (UBMS)
Annual Performance Report
Program Year 2024-25
Authority: Public Law 102-325, as amended.
Deleted: 11/30/2026
Deleted: 2023-24
According to the Paperwork Reduction Act of 1995, no persons are required to respond to a collection of information
unless such collection displays a valid OMB control number. The valid OMB control number for this information
collection is 1840-0831. Public reporting burden for this collection of information is estimated to average 17 hours
per response, including time for reviewing instructions, searching existing data sources, gathering and maintaining
the data needed, and completing and reviewing the collection of information. The obligation to respond to this
collection is required to obtain or retain benefit (Title IV, Sections 402A and 402C of the Higher Education Act of
1965, as amended; the program regulations in 34 CFR 645; and the Education Department General Administrative
Regulations (EDGAR) in 34 CFR 74.51, 75.720, and 75.732). If you have comments or concerns regarding the status
of your individual submission of this form, please contact: Federal TRIO Programs, U.S. Department of Education,
400 Maryland Avenue S.W., Washington, D.C. 20202 directly. [Note: Please do not return the completed form to
this address.]
SECTION I, Part 1 – PROJECT IDENTIFICATION, CERTIFICATION, AND WARNING
A. Identification (all fields with an asterisk [*] are mandatory):
1. PR/Award Number:
[prepopulated]
2. Name of Grantee Institution/Agency:
[prepopulated]
3. Address:
Street: *
State: * [dropdown box]
Campus:
City: *
Zip: *
[prepopulated]
4. Name of Project Director:
First Name: *
MI:
Last Name: *
[prepopulated]
5. Telephone Number: *
Fax Number:
E-mail Address: *
[prepopulated]
[prepopulated]
6. Report Period:
[prepopulated]
7. Type of Project:
[prepopulated]
8. *For UBMS projects only, please indicate whether project is
regional (i.e., serves at least two states) or
non-regional (i.e., operates within a state or a locality).
9. *Project Characteristics
a. Summer residential program
1. Summer 2024
___ Yes ___ No ___ Some participants are residential, others commute.
2. Summer 2025
Deleted: 2023
Deleted: 2024
___ Yes ___ No ___ Some participants are residential, others commute.
b. Number of weeks (insert #):
1. Summer program 2024______
2. Summer program 2025 ______
Deleted: 2023
Deleted: 2024
c. Summer bridge program:
1. Summer 2024 ___ Yes ___ No
2. Summer 2025 ___ Yes ___ No
Deleted: 2023
Deleted: 2024
d. Frequency of academic year contacts between project staff and participants (select
only one):
____ Weekly
____ Twice a month
____ Once a month
____ Quarterly
____ No face-to-face contact
____ Other: ______________
10. Data Entry Person:
First Name: *
Telephone Number: *
Email:
MI:
Last Name: *
ext.:
B. Certification
Note: The project director and certifying official for the grantee institution/agency are required to sign and date
Section I of the 2024-25 Annual Performance Report (APR) to certify that the information reported and submitted
electronically is readily verifiable and is accurate and complete. After completing the APR online, you must print
a hard copy of the completed report and obtain the required signatures. Within two (2) business days of final
submission of your online APR, you must upload only the signed Section I of the report. Please do not
upload the entire report. A hard copy of the entire report with the required signatures must be maintained in your
project files. Only Section I, Part 1 should be uploaded—not any other portion of the report.
Deleted: 2022-23
Deleted: five (5
Please review the information in Section I, Part 1 for accuracy and make needed changes before proceeding to the
next section of the report form.
I have verified the information in this section.
C. Warning
Deleted: ¶
Any person who knowingly makes a false statement or misrepresentation on this report is subject to penalties
which may include fines, imprisonment, or both, under the United States Criminal Code and 20 U.S.C. 1097.
Further federal funds or other benefits may be withheld under these programs unless this report is completed and
filed as required by existing law (20 U.S.C. 1231a) and regulations (34 CFR 75.590 and 75.720).
Deleted: ¶
¶
¶
Deleted: November 2023
August 2025
2
SECTION I, Part 2 – Competitive Preference Priority (If Applicable)
Competitive Preference Priority (CPP) #1.
1. In the most recent UB/UBMS grant competition, grantees submitted a logic model informed by
research or evaluation findings that suggest how the key project component(s) is/are likely to
improve relevant outcomes.
Implementation: Please describe how your project has implemented the activities outlined in the logic
model submitted in your grant application. Your response should include (for the 2024-25 performance
period):
the plan used for implementation, including current stage
the number of students participating in the intervention
the activities connected to the research study cited in your grant application
the inputs, outputs, results, and/or outcomes to date.
Deleted: 2022-23
Your project received points for this CPP and is therefore required to respond. [Yes/No]
[Text box: 500 words or less]
Deleted:
Competitive Preference Priority (CPP) #2.
2. In the most recent UB/UBMS grant competition, applicants were encouraged to provide multitiered systems of support programming that meets students’ social, emotional, and academic
needs.
Projects that received points for this competitive preference priority are required to describe practices
used to integrate multi-tiered systems of support programming. Your response should explain the
benefits achieved through this programming (for the 2024-25 performance period). Responses should
include, but not be limited to:
enabling health and wellness development
addressing learning barriers in- and out- of the classroom
responding to students’ needs.
Deleted: 2022-23
Your project received points for this CPP and is therefore required to respond. [Yes/No]
[Text box: 500 words or less]
Deleted:
Deleted: November 2023
August 2025
3
Competitive Preference Priority (CPP) #3.
3. In the most recent UB/UBMS grant competition, applicants were encouraged to strengthen crossagency coordination and community engagement to advance systemic change.
Projects that received points for this competitive preference priority are required to provide a description
of the partnerships and/or engagements that were made, during this 2024-25 performance period.
Additionally, projects should explain the benefits achieved through these relationships and engagements.
Deleted: 2022-23
Your project received points for this CPP and is therefore required to respond. [Yes/No]
[Text box: 500 words or less]
Deleted:
Deleted: November 2023
August 2025
4
SECTION I, Part 3 – Information on Target Schools
The Upward Bound regulations define target schools as those designated by the grantee as a focus of project
services. So as to have more readily useable data on these schools on an annual basis, TRIO requires the data
below. Please include only those schools that meet the regulatory definition above. Other than actions approved as
part of your grant award, a school may be added or deleted only with the approval of your program specialist.
If a public target school does not have a NCES identification number, use 555555555555. For private and
parochial target schools, in the NCES ID column please use 666666666666 and 777777777777, respectively. To
enter data in the table below, click on “Modify Target Schools.” If you were unable to serve any students at one
or more of the schools, enter 0 for the school(s) by clicking “Modify Target Schools.” Do not leave any blank
spaces in the column “Number of participants served in reporting period.”
To find the NCES school identification numbers for your target schools. please visit:
http://nces.ed.gov/ccd/schoolsearch/ (public schools), or
https://nces.ed.gov/surveys/pss/privateschoolsearch/ (private schools).
Target Schools Served by the Project During the Reporting Period
Name of school
State
NCES ID
Was school listed
in your most
recently approved
grant application?
(Y/N)
Was school preapproved? (If not in
grant application)
(Y/N)
Number of
participants
served in
reporting
period.
School Name 1
[prepopulated]
School Name 2
[prepopulated]
Total of participants served in reporting period 2024-25 at a
target school:
Deleted: 2022-23
Modify Target Schools [Click button to edit target school information]
Number of participants who did not attend a target school at all during reporting period 2024-25: _________
Deleted: 2022-23
Note: The number of participants served in reporting period 2024-25 who attended a target school, plus the
number of participants served who did not attend a target school at all during the reporting period, must equal the
number of new, continuing, reentry, and transfer participants served in 2024-25 (that is, all participants coded 1,
2, 3, or 6 in Section II, field #27, Participant Status, for reporting year 2024-25).
Deleted: 2022-23
Deleted: 2022-23
Deleted: 2022-23
Deleted: November 2023
August 2025
5
ANNUAL PERFORMANCE REPORT (2024-25)
Deleted: 2022-23
SECTION II – RECORD STRUCTURE FOR PARTICIPANT LIST
FOR UPWARD BOUND AND UPWARD BOUND MATH-SCIENCE PROJECTS
Grantees must submit student files in Excel or CSV format. Column names must match the "Database column names" provided in column four below, and grantees must
follow instructions in the "Valid field content" column. For additional information on how to submit data, please see "How May the Report be Submitted?" in the instructions
for the APR.
Data for field
Grantee must
must not
check field
change from
each reporting
Subsection
Field
Field name
Database
Valid field content
reporting year
year to see if
no.
column name
to reporting
update is
year
needed
These fields
These fields
Project
1
PR/Award
PR
Number in Block 5 of the project’s Grant Award Notification.
are preare preidentifiers (preNumber
Include only the eleven-character PR/Award Number that begins as
populated and
populated and
populated)
follows:
thus do not
thus do not
Upward Bound: P047A _ _ _ _ _ _
need any
need any
Upward Bound Math-Science: P047M _ _ _ _ _ _
checkmarks.
checkmarks.
These fields
Project
2
Batch Year
BatchAY
2023 for project year 2023-24
These fields
are preidentifiers (preare prepopulated and
populated)
populated and
thus do not
thus do not
need any
need any
checkmarks.
checkmarks.
These fields
Project
3
Program
Type
1 = Upward Bound
These fields
are preidentifiers (preType
2 = Upward Bound Math-Science
are prepopulated and
populated)
populated and
thus do not
thus do not
need any
need any
checkmarks.
checkmarks.
4
Case
CaseNumber
The case number is a TRIO-generated number assigned to each current
Participants’
Number
and prior-year participant. TRIO uses case numbers (1) to ensure that
demographic
grantees include all of the records that need to be on the UB-UBMS APR
information
✔
data file, and (2) to match UB-UBMS APR data records with the UBUBMS longitudinal file.
For participants not reported in the previous year’s APR (typically new or
transfer participants in 2023-24), leave this field blank.
Please refer to the General Instructions for further information.
August 2025
1
Deleted: 2022
Deleted: 2022-23
Deleted: 2022-23
Deleted: November 2023
Subsection
Participants’
demographic
information
Field
no.
5
Field name
Student’s
Last Name
Database
column name
LastNM
Data for field
must not
change from
reporting year
to reporting
year
Valid field content
Grantee must
check field
each reporting
year to see if
update is
needed
✔
0 to 9
Uppercase A to Z
. (period)
’ (apostrophe)
- (hyphen)
Last name will be justified with an uppercase A-Z in first position. Please
do not use commas or quotation marks in this field.
Participants’
demographic
information
6
Student’s
First Name
FirstNM
So as to allow participants' records to match across years, this data
must match your 2023-24 APR (except for students new in 2024-25).
0 to 9
Uppercase A to Z
. (period)
’ (apostrophe)
- (hyphen)
Deleted: 2021-22
✔
Deleted: 2022-23
First name will be justified with an uppercase A-Z in first position. Please
do not use commas or quotation marks in this field.
Participants’
demographic
information
Participants’
demographic
information
7
8
Student’s
Middle
Initial
Student’s
Date of
Birth
MI
DOB
So as to allow participants' records to match across years, this data
must match your 2023-24 APR (except for students new in 2024-25).
Uppercase A to Z; only one character
Blank = No response
So as to allow participants' records to match across years, this data
must match your 2023-24 APR (except for students new in 2024-25).
Format is MM/DD/CCYY, e.g., 01/01/2002
MM = 01 - 12
DD = 01 - 31
CC = 19 - 20
YY = 00 - 99
00/00/0000 = Unknown
Deleted: 2021-22
✔
Deleted: 2022-23
Deleted: 2021-22
✔
Deleted: 2022-23
Please make every effort to identify the student’s precise date of birth.
Deleted: November 2023
August 2025
2
Subsection
Field
no.
Field name
Sex
Database
column name
Participants’
demographic
information
9
Participants’
demographic
information
10
Ethnicity –
Hispanic
Ethnic
Participants’
demographic
information
11
Race –
American
Indian/Alas
kan Native
Race1
Participants’
demographic
information
12
Race –
Asian
Race2
Participants’
demographic
information
13
Race –
Black or
African
American
Race3
Participants’
demographic
information
14
Race –
White
Race4
Participants’
demographic
information
15
Race –
Native
Hawaiian
or Other
Race5
SexCD
Data for field
must not
change from
reporting year
to reporting
year
Valid field content
So as to allow participants' records to match across years, this data
must match your 2023-24 APR (except for students new in 2024-25).
Participant’s gender:
1 = Male
2 = Female
Grantee must
check field
each reporting
year to see if
update is
needed
Deleted: 2021-22
Deleted: 2022-23
Deleted: Gender
Deleted: GenderCD
Participant is identified as Hispanic/Latino.
1 = Yes
2 = No
Deleted: 3 = Nonbinary or another gender ¶
0 = Unknown
Please see instructions for additional detail on this field.
Participant is identified as American Indian/Alaskan Native.
1 = Yes
2 = No
Please see instructions for additional detail on this field.
Participant is identified as Asian.
1 = Yes
2 = No
Please see instructions for additional detail on this field.
Participant is identified as Black or African American.
1 = Yes
2 = No
Please see instructions for additional detail on this field.
Participant is identified as White.
1 = Yes
2 = No
Please see instructions for additional detail on this field.
Participant is identified as Native Hawaiian or Other Pacific Islander.
1 = Yes
2 = No
Please see instructions for additional detail on this field.
Deleted: November 2023
August 2025
3
Subsection
Field
no.
Eligibility and
initial selection
16
Eligibility and
initial selection
17
Field name
Pacific
Islander
Eligibility
(at time of
initial
selection)
At Risk:
Reading/La
nguage
Arts or
Math
Proficiency
Not
Achieved
(at time of
initial
selection)
Database
column name
EligibilityCD
AtRiskStdTest
Data for field
must not
change from
reporting year
to reporting
year
Valid field content
1 = Low-income and first-generation
2 = Low-income only
3 = First-generation only
4 = At risk for academic failure only
5 = Low-income and at high risk for academic failure
6 = First generation and at high risk for academic failure
7 = Low-income, first-generation, and at high risk for academic failure
0 = Unknown
1 = Student did not achieve at the proficient level on State assessments
in reading/language arts and/or in math
2 = Student achieved at the proficient level on State assessments in both
reading/language arts and math
8 = Not applicable, student has not taken the State assessment to
determine whether he or she met standard; student took assessment, but
results are not yet available; no suitable assessment exists; or no
proficient level for assessment has been established.
9 = Not applicable, prior or continuing participant served before the 2012–
17 grant cycle
0 = Unknown
Grantee must
check field
each reporting
year to see if
update is
needed
✔
✔
If a project indicated in the eligibility field (#16) that a participant met the
criterion of being at high risk for academic failure, the project must have
ascertained that the student met at least one criterion in the program
regulations’ definition of an individual at such risk. In this field, for any
participant coded 4, 5, 6, or 7 in the eligibility field, indicate whether the
criterion regarding State assessments was met. Projects must use only
assessments that specifically indicate whether the student achieved at
the proficient level.
Eligibility and
initial selection
18
August 2025
At Risk:
Low Grade
AtRiskLowGPA
Grantees must report on all new participants. Continuing and prior year
participants should receive values that were reported during their first
year of participation.
1 = GPA of 2.5 or less
2 = GPA above 2.5
4
✔
Deleted: November 2023
Subsection
Field
no.
Field name
Database
column name
19
At Risk:
PreAlgebra or
Algebra
Course Not
Successfull
y
Completed
by
Beginning
of 10th
Grade (at
time of
initial
selection)
Valid field content
If a project indicated in the eligibility field (#16) that a participant met the
criterion of being at high risk for academic failure, the project must have
ascertained that the student met at least one criterion in the program
regulations’ definition of an individual at such risk. In this field, for any
participant coded 4, 5, 6, or 7 in the eligibility field, indicate whether the
criterion regarding low GPA was met. Select option 1 if participant’s
middle school or high school GPA for the most recent school year for
which grade point averages are available was 2.5 or less (on a 4.0 scale).
AtRiskAlgebra
Grantees must report on all new participants. Continuing and prior year
participants should receive values that were reported during their first
year of participation.
1 = At the beginning of 10th grade, student had not successfully
completed pre-algebra or algebra course
2 = At the beginning of 10th grade, student had successfully completed
pre-algebra or algebra course
8 = Not applicable, this information is not yet available due to grade at
student’s initial selection
9 = Not applicable, prior or continuing participant served before the
2012–17 grant cycle
0 = Unknown
✔
If a project indicated in the eligibility field (#16) that a participant met the
criterion of being at high risk for academic failure, the project must have
ascertained that the student met at least one criterion in the program
regulations’ definition of an individual at such risk. In this field, for any
participant coded 4, 5, 6, or 7 in the eligibility field, indicate whether the
criterion regarding algebra coursework was met.
Grantees must report on all new participants. Continuing and prior year
participants should receive values that were reported during their first
year of participation.
August 2025
Grantee must
check field
each reporting
year to see if
update is
needed
9 = Not applicable, prior or continuing participant served before the
2012–17 grant cycle
0 = Unknown
Point
Average (at
time of
initial
selection)
Eligibility and
initial selection
Data for field
must not
change from
reporting year
to reporting
year
5
Deleted: November 2023
Subsection
Eligibility and
initial selection
Field
no.
20
Field name
Limited
English
Proficiency
(at time of
initial
selection)
Database
column name
LEPEntry
Data for field
must not
change from
reporting year
to reporting
year
Valid field content
Grantee must
check field
each reporting
year to see if
update is
needed
1 = Yes
2 = No
0 = Unknown
Please see “Definitions That Apply” in the General Instructions.
The information in this field should not be changed or updated in
subsequent data submissions except to correct previously entered
erroneous data.
Eligibility and
initial selection
21
Disconnect
ed Youth
(at time of
initial
selection)
Disconnected
For prior-year participants, if information for this field is not readily
available, please use option 0.
1 = Yes, participant meets one or more criteria in definition of
disconnected youth
2 = No, participant does not meet any criterion in definition of
disconnected youth
9 = Not applicable, prior or continuing participant served before the 2012–
17 grant cycle
0 = Unknown
“Disconnected youth” is defined in the Appendix to the FY 2013 Budget of
the U.S. Government as individuals between the ages of 14 and 24 who
are homeless, in foster care, involved in the juvenile justice system, or
are neither employed nor enrolled in an educational institution. For
further information, see “Definitions That Apply” in the General
Instructions.
Eligibility and
initial selection
22
August 2025
Other
Academic
Need (at
time of
initial
selection)
OtherNeed
The information in this field should not be changed or updated in
subsequent data submissions except to correct previously entered
erroneous data.
3 = Low educational aspirations
7 = Lack of opportunity, support, and/or guidance to take challenging
college preparation courses
8 = Lack of career goals and/or need for accurate information on
careers
9 = Limited English proficiency
6
Deleted: November 2023
Subsection
Field
no.
Field name
Database
column name
Data for field
must not
change from
reporting year
to reporting
year
Valid field content
Grantee must
check field
each reporting
year to see if
update is
needed
10 = Lack of confidence, self-esteem, and/or social skills
11 = Predominantly low-income community
12 = Rural isolation
13 = Interest in careers in math or science
14 = Other
15 = Diagnosed learning disability
16 = Need was identified in one or more of fields #17–19
17 = Prior or continuing participant served pre 2012–17 cycle w/need of
low GPA and/or low achievement test scores
0 = Unknown
If needed, use 14 – “Other” for categories of academic need used by your
project, but not on the list of options. Please use the “Other” field
sparingly.
For participants first served prior to 2012–17 cycle, if information for this
field is not readily available, please use option 0.
Participation
and status in
secondary
school
23
Target
School –
NCES
Identificatio
n Numbers,
at first entry
into project
NCESSchID
The information in this field should not be changed or updated in
subsequent data submissions except to correct previously entered
erroneous data.
The UB regulations define target schools as those designated by the
grantee as a focus of project services. Please provide the 12-digit
NCES school identification number for a public secondary target school
the UB-UBMS student attended at time of entry into the project; these
numbers may be found at https://nces.ed.gov/ccd/schoolsearch/.
Use the codes for private and parochial schools (6s and 7s, respectively)
only if the school was a target school. If, at the time of the student’s
entry into the project, the public, private, or parochial school that he or
she first attended was not a target school, use 9s (not applicable).
If in earlier years’ APRs the grantee entered NCES numbers, or 6s and 7s,
for non-target schools, the grantee need not update that information.
For “rising” ninth-graders (those first served the summer between
completing eighth grade and starting ninth grade), provide the NCES
school identification number for the target school the student attended (or
August 2025
7
Deleted: November 2023
Subsection
Field
no.
Field name
Database
column name
Data for field
must not
change from
reporting year
to reporting
year
Valid field content
Grantee must
check field
each reporting
year to see if
update is
needed
will attend) as a ninth-grader (or use 9s to indicate that the student did not
attend a target school).
555555555555 = Public target school that has no NCES number
666666666666 = Private target school, non-parochial
777777777777 = Parochial target school
888888888888 = Home school
999999999999 = Not applicable, not a target school
000000000000 = Unknown
Participation
and status in
secondary
school
24
Date of
First
Project
Service
ProjEntryDT
✔
Format is MM/DD/CCYY, e.g., 09/15/2023
MM = 01 – 12
DD = 01 - 31
CC = 19 - 20
YY = 00 - 99
00/00/0000 = Unknown
Deleted: 2022
Deleted:
Accuracy is particularly important for this field. For new students,
use the date the student first received service from the Upward Bound
project that is submitting this report. Do not use date of acceptance into
project unless that is the same as the date of first service. Students first
served in the summer program should have a date of first project service
no earlier than June 1.
Use the original date of service at this project even if the student
subsequently left and reentered. If the student transferred from another
UB project, in this field give the date of first service at the project
submitting the report.
You do not need to provide the exact day; you may use 15 (midpoint of
the month).
Deleted: November 2023
August 2025
8
Subsection
Participation
and status in
secondary
school
Field
no.
25
Field name
Grade
Level, at
first service
Database
column name
EnterGradeLV
Data for field
must not
change from
reporting year
to reporting
year
Valid field content
8 = Rising 9th-grader (summer between 8th grade and 9th grade)
9 = 9th grader (not a valid option for students first receiving service in the
summer program)
10 = Rising 10th grader (summer between 9th grade and 10th grade) or
10th grader
11 = Rising 11th grader (summer between 10th grade and 11th grade) or
11th grader
12 = Rising 12th-grader (summer between 11th grade and 12th grade)
13 = 12th-grader
15 = In 5th year of high school (only for students participating in a dual
enrollment program that entails a 5th year of high school; includes
“rising” summer period)
14 = Other
0 = Unknown
Accuracy is particularly important for this field. For new students,
enter the grade at the time he or she first received UB services from the
project that is submitting the report. For students served first during the
summer component, select “rising” 9th grader for those students who had
completed 8th grade and would be entering 9th grade in the fall term. For
all other students first served during the summer component, enter
the grade the student would enter for the fall academic term (for
example, for students first served in the summer between ninth and 10th
grades, the correct code is 10).
✔
Grantee must
check field
each reporting
year to see if
update is
needed
Deleted:
Deleted:
If the student was first served on any day in June, consider that student to
have been first served in the summer before the coming fall grade, even if
school was still in session on the student’s first day of service. For
example, if your project first served a student on June 3 in the waning
days of 9th grade, consider that student to have been first served in the
summer before 10th grade, not in 9th grade. The code for the student
would therefore be 10.
If the student transferred from another UB project, in this field give the
grade level at first service in the project submitting the report. (For
continuing and prior-year participants, use data entered in the earlier
APR.)
August 2025
9
Deleted: November 2023
Subsection
Participation
and status in
secondary
school
Participation
and status in
secondary
school
Field
no.
26
Field name
Deceased
or
Incapacitat
ed
27
Database
column name
Deceased
PartCD
Participant
Status, for
reporting
year (202425)
Data for field
must not
change from
reporting year
to reporting
year
Valid field content
1 = Deceased prior-year participant
2 = Permanently incapacitated prior-year participant
3 = Participant was served during reporting period 2024-25 but is now
deceased
4 = Participant was served during reporting period 2024-25 but is now
permanently incapacitated
9 = Not applicable, neither deceased nor permanently incapacitated
0 = Unknown
1 = New participant during reporting period
2 = Continuing participant
3 = Reentry participant, previously served by project submitting report
4 = Prior-year participant
6 = Transfer participant in reporting year (UB participant served by
another UB project, or UBMS participant served by another UBMS
project, in a previous reporting year)
Grantee must
check field
each reporting
year to see if
update is
needed
✔
Deleted: 2022-23
Deleted: 2022-23
✔
Deleted: 2022-23
For this report, please use the following definitions:
A new participant is an individual who participated in the Upward Bound
project for the first time in this reporting period and who meets the
definition of participant in 34 CFR 645.6 of the program regulations.
(Please refer to field #24, Date of First Project Service, on establishing
the date of first service for new participants served initially in the summer
program.)
For Upward Bound Math-Science, a participant should be considered
new if the reporting year is the first year the student has participated in
the Upward Bound Math-Science project, even if the student has
previously participated in a regular Upward Bound project.
A continuing participant is an individual who participated in the program
in both the current reporting period and the reporting period immediately
preceding.
A reentry participant is a former participant of the project submitting the
APR who did not participate in the program during the previous 12-month
August 2025
10
Deleted: November 2023
Subsection
Field
no.
Field name
Database
column name
Data for field
must not
change from
reporting year
to reporting
year
Valid field content
Grantee must
check field
each reporting
year to see if
update is
needed
reporting period, but who has received services on a continual basis
during this reporting period. (In reporting years following the current one,
such a participant should be coded as continuing or prior.)
A prior-year participant is an individual who participated in the Upward
Bound program in a previous reporting period but who has not received
services on a continual basis during the current reporting period.
A transfer participant is a former participant of a UB or UBMS project
other than that submitting the APR who joined the current project during
the reporting period, either with or without a hiatus between projects.
Students who leave a UB project to join a UBMS project, or leave a
UBMS project to join a UB project, are not considered transfer
participants.
Participation
and status in
secondary
school
28
Participatio
n Level,
for
reporting
year (202425)
PartLV
The sum of the number of new, continuing, reentry, and transfer
participants should equal the total number of participants the projects
served during the reporting period.
1 = Participated in academic year and summer components
2 = Participated in academic year and summer bridge
3 = Participated in academic year component only
4 = Participated in summer component only
5 = Participated in summer bridge only
6 = Not applicable, prior-year participant
0 = Unknown
✔
Deleted: 2022-23
Deleted: 2023
*FOR TRANSITIONING SUMMER START PROJECTS ONLY:
11 = Participated in academic year and 2024 (only) summer components
12 = Participated in academic year and 2025 (only) summer components
13 = Participated in academic year and 2024 and 2025 summer
components
21 = Participated in academic year and 2024 (only) summer bridge
22 = Participated in academic year and 2025 (only) summer bridge
23 = Participated in academic year and 2024 and 2025 summer bridge
30 = Participated in academic year component only
August 2025
11
Deleted: 2024
Deleted: 2023
Deleted: 2024
Deleted: 2023
Deleted: 2024
Deleted: 2023
Deleted: 2024
Deleted: November 2023
Subsection
Field
no.
Field name
Database
column name
Data for field
must not
change from
reporting year
to reporting
year
Valid field content
Grantee must
check field
each reporting
year to see if
update is
needed
41 = Participated in 2024 summer components only
42 = Participated in 2025 summer components only
43 = Participated in 2024 and 2025 summer components only
51 = Participated in 2024 summer bridge only
52 = Participated in 2025 summer bridge only
53 = Participated in 2024 and 2025 summer bridge only
60 = Not applicable, prior-year participant
71 = Participated in academic year 2024 summer components and 2025
summer bridge
81 = Participated in 2024 summer components, academic year, and 2025
summer bridge
Deleted: 2023 summer components only¶
42 = Participated in
Deleted: 2023 and
Deleted: 2023 summer bridge only¶
52 = Participated in
Deleted: 2023
Deleted: 2024
Deleted: 2023
Deleted: 2024
Deleted: 2023
Deleted: 2024
Participation
and status in
secondary
school
Participation
and status in
secondary
school
29
30
August 2025
Served by
Another
Federally
Funded
College
Access
Program,
for
reporting
year (202425)
FederalServed
Grade
Level, at
the
beginning
of
academic
year being
StartGradeLV
For students identified as new, continuing, reentry or transfer in field #27
(Participant Status), select option 1, 2, 3, 4, or 5 in this field. For students
identified as prior-year in field #27, select option 6.
In addition to participating in UB or UBMS during the reporting year,
student received services from:
1 = Both UB and UBMS
2 = Veterans Upward Bound
3 = Talent Search
4 = GEAR UP
5 = EOC
6 = Another federally funded college access program, other than TRIO
and GEAR UP
7 = More than one other federally funded college access program
8 = Not applicable, current participant served only by UB or UBMS
9 = Not applicable, prior-year participant
0 = Unknown
8 = 8th grade
9 = 9th grade
10 = 10th grade
11 = 11th grade
12 = 12th grade
14 = In 5th year of high school (only for students participating in a dual
enrollment program that entails a 5th year of high school)
12
✔
Deleted: 2022-23
✔
Deleted:
Deleted:
Deleted: November 2023
Subsection
Field
no.
Field name
Database
column name
Participation
and status in
secondary
school
31
32
August 2025
Secondary
Grade
Level or
Postsecond
ary Status,
at the
beginning
of 2025-26
(academic
year
following
year being
reported)
High
School
Cumulative
Grade
Point
Average
(GPA), at
end of
academic
year being
reported
(2024-25)
Valid field content
Grantee must
check field
each reporting
year to see if
update is
needed
13 = Enrolled in, or completed during year or at an earlier time, a program
of postsecondary education
15 = Other
99 = Not applicable, enrolled neither in high school nor in a program of
postsecondary education
0 = Unknown
reported
(2024-25)
Participation
and status in
secondary
school
Data for field
must not
change from
reporting year
to reporting
year
EndGradeLV
HSGPA
Note: Use option 99 for summer bridge participants in projects with June
or July start dates.
9 = 9th grade
10 = 10th grade
11 = 11th grade
12 = 12th grade
15 = In 5th year of high school (only for students participating in a dual
enrollment program that entails a 5th year of high school)
13 = Enrolled in, or completed, a program of postsecondary education
14 = Other
99 = Not applicable, enrolled neither in high school nor in a program of
postsecondary education
0 = Unknown
0.001 to 4.000 (with exceptions noted below)
8.888 = Not applicable, the academic year ended before the participant
had completed the first year of high school (for example, student
first served as a rising ninth-grader in a project with reporting
period beginning in September); or summer bridge student in
project with summer start date who graduated from high school
before academic year 2024-25
9.999 = Not applicable, prior-year participant
0.000 = Unknown GPA, or grading scale could not be converted to a fourpoint scale
Report the GPA based on a four-point scale. If the participant’s school
used a four-point scale, enter the GPA provided by the school; if not,
convert other scales to four-point to the extent possible. If a student’s
13
Deleted: (2022-23
✔
Deleted:
Deleted: 2023-24)
Deleted:
✔
Deleted: 2022-23
Deleted: 2022-23
Deleted: November 2023
Subsection
Field
no.
Field name
Database
column name
Data for field
must not
change from
reporting year
to reporting
year
Valid field content
Grantee must
check field
each reporting
year to see if
update is
needed
GPA on a four-point scale exceeded 4.000 for such a reason as
completing honors or Advanced Placement courses, the project may
enter a score that exceeds 4.000.
Participation
and status in
secondary
school
Participation
and status in
secondary
school
33
34
High
School
Cumulative
Unweighte
d Grade
Point
Average
(GPA), at
end of
academic
year being
reported
(2024-25)
HSGPAUnweig
hted
High
School
Graduation
Status, at
end of
academic
year being
reported
(2024-25)
HsGRAD
Report the score with three decimal places; do not round. (The Web
application will not round any scores, but will remove zeros so that, for
example, your entry of 4.000 will appear as 4.)
0.001 to 4.000 (without exceptions)
8.888 = Not applicable, the academic year ended before the participant
had completed the first year of high school (for example, student
first served as a rising ninth-grader in a project with reporting
period beginning in September); or summer bridge student in
project with summer start date who graduated from high school
before academic year 2024-25
9.999 = Not applicable, prior-year participant
0.000 = Unknown GPA, or grading scale could not be converted to a fourpoint scale
✔
Deleted: 2022-23
This field captures information on the participant’s unweighted GPA
score (0.001 to 4.000); no adaptations may be made for such reasons as
completing honors or Advanced Placement courses. If you do not know
whether the GPA is weighted or not, enter 0.000.
Report the score with three decimal places; do not round. (The Web
application will not round any scores, but will remove zeros so that, for
example, your entry of 4.000 will appear as 4.)
1 = Currently enrolled in high school
2 = High school dropout
3 = Received regular secondary school diploma
4 = Received high school equivalency credentials (e.g., GED)
5 = Other
6 = Completed 12th grade but failed to meet state or local requirements
for graduation
0 = Unknown
Deleted: 2022-23
✔
Deleted: 2022-23
Deleted: November 2023
August 2025
14
Subsection
Field
no.
Field name
Database
column name
Data for field
must not
change from
reporting year
to reporting
year
Valid field content
Grantee must
check field
each reporting
year to see if
update is
needed
For definition of regular secondary school diploma, see “Definitions That
Apply” in the General Instructions.
Participation
and status in
secondary
school
35
Actual Date
of High
School
Graduation
(or
completion
of high
school
equivalenc
y
certificate)
HsgradDT
Once option 3 has been submitted in one year’s APR, the date in
field #35 (HsgradDT) must not change in later reporting years.
Format is MM/DD/CCYY, e.g., 05/15/2025
MM = 01 – 12
DD = 01 – 31
CC = 19 – 20
YY = 00 – 99
66/66/6666 = Not applicable, student who completed the 12th grade but
did not meet state or local requirements for graduation
99/99/9999 = Not applicable, other circumstances (e.g., high school
dropout or still enrolled in high school)
00/00/0000 = Unknown
Deleted: 2023
Deleted:
Accuracy is particularly important for this field. Report only
graduations and awards of GED that have actually occurred.
You do not need to provide the exact day; you may use 15 (midpoint of
the month).
Once a high school graduation or GED award date has been
submitted in one year’s APR, the date must not change in a later
reporting year.
Participation
and status in
secondary
school
36
Rigorous
Secondary
School
Program of
Study
Completed
RigorousStudy
1 = Current or prior-year participant who graduated high school during the
school year (2024-25) with a regular secondary school diploma, and
completed a rigorous secondary school program of study
2 = Current or prior-year participant who graduated high school during the
school year (2024-25) with a regular secondary school diploma, and
did not complete a rigorous secondary school program of study
8 = All other participants
0 = Unknown
Please see “Definitions That Apply” in the General Instructions.
August 2025
15
✔
Deleted: 2022-23
Deleted: 2022-23
Deleted: November 2023
Subsection
Field
no.
Participation
and status in
secondary
school
37
Participation
and status in
secondary
school
38
Field name
Database
column name
Secondary
School
Retention
and
Graduation
Objective
–
Numerator,
for
reporting
year
Met High
School
State
Academic
Achieveme
nt Standard
at
Proficient
Level –
Reading/
Language
Arts
SchoolPersistN
um
Data for field
must not
change from
reporting year
to reporting
year
Valid field content
Grantee must
check field
each reporting
year to see if
update is
needed
5 = Not applicable
Note: Field #37 is no longer used; please enter option 5.
HSProficientRL
A
Participant achieved the proficient level on state high school
reading/language arts assessments.
3 = Yes
4 = No
9 = Not applicable, student has not taken the state assessment to
determine whether he or she met standard; student took assessment
but results are not yet available; no suitable assessment exists; or no
proficient level for assessment has been established.
✔
0 = Unknown
Projects must only use assessments that specifically indicate whether the
student achieved at the proficient level.
For assessment years 2023-24, 2024-25, and 2025-26, fields #38 and
#39 will be used to calculate the PE objective on academic performance
as reflected in standardized tests; while this is calculated only for seniors,
data should be reported and updated as necessary in each reporting
year. If, for example, an 11th-grader passed both assessments at the
proficient level in reporting period 2023-24, the project would choose
option 1 in 2023-24 and in subsequent years as well, including the
student’s senior year (2024-25); the PE calculation for the student would
occur in 2024-25.
Deleted: 2022-23
Deleted: 2022-23
Deleted: 2023-24
Deleted: 2023-24
Deleted: November 2023
August 2025
16
Subsection
Field
no.
Field name
Database
column name
Data for field
must not
change from
reporting year
to reporting
year
Valid field content
Grantee must
check field
each reporting
year to see if
update is
needed
To be counted toward meeting this objective, a current-year senior
participant must achieve the proficient level on state high school
assessments in both reading/language arts and math.
Participation
and status in
secondary
school
Participation
and status in
secondary
school
39
40
Met High
School
State
Academic
Achieveme
nt Standard
at
Proficient
Level –
Math
Advanced
Placement
(AP) or
Internation
al
Baccalaure
ate (IB)
Course
Completed
HSProficientMA
TH
APCourse
Participant achieved the proficient level on state high school math
assessments.
3 = Yes
4 = No
9 = Not applicable, student has not taken the state assessment to
determine whether he or she met standard; student took assessment,
but results are not yet available; no suitable assessment exists; or no
proficient level for assessment has been established.
0 = Unknown
Projects must use only assessments that specifically indicate whether the
student achieved at the proficient level.
Participant completed an Advanced Placement (AP) or International
Baccalaureate (IB) course in high school (even if before being served by
UB/UBMS or after leaving the program).
1 = Yes
2 = No
8 = Not applicable, participant is enrolled at a school that offers neither
AP nor IB coursework
9 = Not applicable, prior participant who graduated high school before the
2012–13 reporting year
0 = Unknown
✔
✔
Please provide data, as available, for all current participants and for prior
participants who had not graduated before the 2012–13 reporting year. If
the participant completed an AP course, select option 1 even if the
participant did not take the AP exam or if he or she took the exam but did
not earn college credit from the score. If the student completed an IB
course, select 1 even if the participant did not take an IB exam or earn
the IB diploma. Completion of honors courses should not be considered
when selecting an option for this field.
Deleted: November 2023
August 2025
17
Subsection
Participation
and status in
secondary
school
Field
no.
41
Field name
Database
column name
Data for field
must not
change from
reporting year
to reporting
year
Valid field content
Student participated in dual enrollment program during high school.
Dual
Enrollment
Participatio
n
Grantee must
check field
each reporting
year to see if
update is
needed
✔
1 = Yes, in a program entailing a 5th year of high school
2 = Yes, in a program not entailing a 5th year of high school
3 = No, not in a dual enrollment program
9 = Not applicable, prior year participant last served prior to 2012-13
academic year
0 = Unknown
Please refer to the General Instructions for a discussion of reporting
students’ participation in dual enrollment programs.
Notes: Students in dual enrollment programs must not be reported in
fields #52–66 as enrolled in a program of postsecondary education
unless they enrolled after high school graduation.
Once a student’s participation in a dual enrollment program has been
Participation
and status in
secondary
school
42
Dual
Enrollment:
Prediploma
Credentials
or
Coursewor
k
Completed
DECredentials
reported, grantees do not need to update field #41 in subsequent years,
but instead should simply retain the previous year’s response. Please see
General Instructions for details.
1 = Participant completed a certificate through a dual enrollment program
2 = Participant completed an associate degree through a dual enrollment
program
3 = Participant never enrolled in dual enrollment program, but completed
at least one course undertaken for postsecondary credit
4 = All other participants except those in options 9 and 0
9 = Not applicable, prior year participant last served prior to 2012-13
academic year
0 = Unknown
✔
Students in dual enrollment programs must not be reported in fields #52–
66 as enrolled in a program of postsecondary education unless they
enrolled after high school graduation.
Deleted: November 2023
August 2025
18
Subsection
Field
no.
Field name
Database
column name
Participation
and status in
secondary
school
43
Advanced
Math
Courses
Completed
AdvancedMath
Participation
and status in
secondary
school
44
Free
Application
for Federal
Student Aid
(FAFSA)
completed
FAFSA
Participation
and status in
secondary
school
45
Date of
Last
Project
Service
LastSerDT
Data for field
must not
change from
reporting year
to reporting
year
Valid field content
Once a project has reported a student’s certificate, associate degree, or
course completion in field #42, the grantee does not need to update the
field in subsequent years, but instead should simply retain the previous
year’s response. Please see General Instructions for details.
Participant completed two years of math beyond algebra 1 in high school
1 = Yes
2 = No
9 = Not applicable, prior participant graduated high school before the
2012–13 reporting year
0 = Unknown
Beyond algebra 1 math courses consist of those that are more advanced
than algebra 1 (e.g., geometry, algebra 2, trigonometry, pre-calculus).
Please provide data, as available, for all current participants and for prior
participants who had not graduated before the 2012–13 reporting year.
1 = Current or prior-year participant who graduated high school or
received high school equivalency credentials during the reporting
year and who completed the FAFSA
2 = Current or prior-year participant who graduated high school or
received high school equivalency credentials during the reporting
year and who did not complete the FAFSA
8 = Not applicable, student did not graduate high school or receive high
school equivalency credentials during the reporting year
9 = Not applicable, prior-year participant who graduated high school
before the 2012–13 reporting year
0 = Unknown
Format is MM/DD/CCYY, e.g., 03/15/2025
MM = 01 – 12
DD = 01 – 31
CC = 19 – 21
YY = 00 – 99
99/99/9999 = Not applicable, participant is still in the program
00/00/0000 = Unknown
Grantee must
check field
each reporting
year to see if
update is
needed
✔
✔
Deleted: .
Deleted: 2023
Deleted:
Deleted:
Deleted:
Deleted:
Accuracy is particularly important for this field. Report date of last
service for all participants no longer being served by submission date of
Deleted: November 2023
August 2025
19
Subsection
Field
no.
Field name
Database
column name
Data for field
must not
change from
reporting year
to reporting
year
Valid field content
Grantee must
check field
each reporting
year to see if
update is
needed
APR. You do not need to provide the exact day; you may use 15
(midpoint of the month).
Once date of last project service has been submitted in one year’s
APR, the date must not change in a later reporting year. (See
General Instructions regarding reentry participants.)
Participation
and status in
secondary
school
46
Reason for
Leaving
Project
Reason
Project
Services
47
Work Study
Position,
for
reporting
year
(2024-25)
WorkStd
Project
Services
48
August 2025
Employme
nt, for
Employ
1 = Need or desire for employment
2 = Moved out of target area
3 = Dropped out of high school
4 = Other extra-curricular activities
5 = Participating in another academic program (not UB or UBMS)
6 = No longer interested in the program
7 = Family responsibilities
8 = Graduated from high school
9 = No longer used
10 = Obtained high school equivalency credential (GED)
11 = Deceased or permanently incapacitated
12 = Dismissed for not meeting program’s academic standards
13 = Dismissed for not meeting program’s conduct standards
14 = Transferred to another UB or UBMS project
20 = Other
99 = Not applicable, participant is still in program
0 = Unknown
1 = Yes
2 = No
8 = Not applicable, not offered by project
9 = Not applicable, prior-year participant
0 = Unknown
Work study (as the term is used in the Higher Education Act of 1965)
means internships and/or employment provided or arranged for by the
project for the purpose of exposing participants to careers requiring a
postsecondary degree.
1 = Yes, at job arranged by the project
2 = Yes, at job that the student secured without assistance from project
20
✔
✔
Deleted: (2022-23
✔
Deleted: November 2023
Subsection
Field
no.
Field name
Database
column name
reporting
year (202425)
Project
Services
Project
Services
49
50
Data for field
must not
change from
reporting year
to reporting
year
Valid field content
Grantee must
check field
each reporting
year to see if
update is
needed
3 = No
9 = Not applicable, prior-year participant
0 = Unknown
Cultural
Activities,
for
reporting
year (202425)
CultAct
Community
Service, for
reporting
year (202425)
CmtySer
Deleted: 2022-23
Employment means jobs of at least 10 hours per week arranged either by
the project or by the Upward Bound participant that are separate from the
Upward Bound program. In contrast to "work study" positions, these jobs
are primarily to allow students to earn some income while participating in
the program.
1 = Yes
2 = No
8 = Not applicable, not offered by project
9 = Not applicable, prior-year participant
0 = Unknown
Please see "Definitions That Apply" in the General Instructions.
1 = Yes
2 = No
8 = Not applicable, not offered by project
9 = Not applicable, prior-year participant
0 = Unknown
✔
Deleted: 2022-23
✔
Deleted: 2022-23
Please see "Definitions That Apply" in the General Instructions.
Project
Services
51
August 2025
Instruction/t
utorial for
Students
with
Limited
English
Proficiency
(LEP), for
reporting
year (202425)
LEPInstruct
✔
1 = Yes
2 = No
8 = Not applicable, not offered by project
9 = Not applicable, prior-year participant
0 = Unknown
Please see "Definitions That Apply" in the General Instructions.
Deleted: 2022-23
Deleted: November 2023
21
Subsection
Postsecondary
education
(please see
note regarding
fields #52–66
at end of
Section II)
Postsecondary
education
(please see
note regarding
fields #52–66
at end of
Section II)
Field
no.
52
53
Field name
Source of
Postsecond
ary
Education
Information
Date of
First
Postsecond
ary School
Enrollment
Database
column name
SelfTranCD
FirstEnrollDT
Data for field
must not
change from
reporting year
to reporting
year
Valid field content
1 = Official college transcript
2 = Institutional data other than an official transcript
3 = Self-reported by participant
4 = Other third-party verification (e.g., National Student Clearinghouse)
8 = Not applicable, not yet completed high school
9 = Not applicable, completed high school but has not yet enrolled in
program of postsecondary education
0 = Unknown
Note: For students who received notification from their IHE of
acceptance but deferred enrollment until the next academic semester,
projects should select option 2.
Format is MM/DD/CCYY, e.g., 09/15/2025
MM = 01 –12
DD = 01 – 31
CC = 19 – 20
YY = 00 – 99
66/66/6666 = Received notification from IHE of acceptance but deferred
enrollment until next academic semester
88/88/8888 = Not applicable, not yet completed high school
99/99/9999 = Not applicable, completed high school but has not yet
enrolled in program of postsecondary education
00/00/0000 = Unknown
Grantee must
check field
each reporting
year to see if
update is
needed
✔
Deleted: 2022
Deleted:
Deleted:
Accuracy is particularly important for this field. You do not need to
provide the exact day; you may use 15 (midpoint of the month).
Do not use the date of the Summer Bridge program as the first
postsecondary school enrollment date if the Bridge program is part of the
services offered by the Upward Bound project. Also, a student in a dual
enrollment program should not be reported as enrolled in postsecondary
education unless he or she enrolls in a postsecondary program after high
school graduation. The date of postsecondary enrollment reported in this
field should be the date the student enrolled in postsecondary education
following graduation from high school or completion of an alternative
secondary education program.
Deleted: November 2023
August 2025
22
Subsection
Postsecondary
education
(please see
note regarding
fields #52–66
at end of
Section II)
Field
no.
54
Field name
Postsecond
ary
Education
Enrollment
Cohort
Database
column name
PSECohort
Data for field
must not
change from
reporting year
to reporting
year
Valid field content
Once date of first PSE enrollment has been submitted in one year’s
APR, the date must not change in a later reporting year.
2019 (graduated high school in academic year 2018-19 with a regular
secondary school diploma and enrolled in postsecondary education by
fall 2019)
2020
2021
2022
2023
2024
2025
8888 = Not applicable, not yet completed high school
9999 = Not applicable, does not qualify for a cohort
No records can be added to cohort 2017 or to any earlier cohort
year. Please see page 2 of the General Instructions for further
information.
Grantee must
check field
each reporting
year to see if
update is
needed
Deleted: 2017
Deleted: 2016-17
Deleted: 2017
Deleted: 2018¶
2019¶
Deleted: 2016
This field is used to establish the cohort of students who will form the
denominator for each project’s postsecondary completion objective and
for certain performance measures. Once established, a cohort year or a
value of 9999 for a participant will not be adjusted in later years. The
cohort for each project year includes current participants (i.e., those
served during the reporting period) and prior-year participants who
graduated high school during the academic year with a regular secondary
school diploma and enrolled in postsecondary education by the fall term
immediately following the high school graduation date, or who received
notification from their IHE of acceptance but deferred enrollment until the
next academic semester.
For current and prior-year participants who actually graduated from high
school in academic year 2024-25, grantees must choose 2025 or 9999,
depending on whether the participant qualifies for the 2025 cohort. (See
General Instructions regarding participants that do not qualify for a
cohort year.) Participants who have not yet completed high school
should be coded 8888.
Deleted: 2022-23
Deleted: 2023
Deleted: 2023
Deleted: November 2023
August 2025
23
Subsection
Field
no.
Field name
Database
column name
Data for field
must not
change from
reporting year
to reporting
year
Valid field content
Grantee must
check field
each reporting
year to see if
update is
needed
For summer bridge participants in June- and July-start projects, you must
provide postsecondary enrollment data (HsGRAD #34, HsgradDT #35,
FirstEnrollDT #53, and PSECohort #54) in the 2024-25 APR for
participants served in 2024 summer bridge to include such students in the
2024 cohort.
Deleted: 2022-23
Deleted: 2022
Deleted: 2022
Once a postsecondary enrollment cohort year or a value of 9999 has
been established for a participant and submitted in an APR, it will
not change in a later reporting year.
55
Postsecondary
education
(please see
note regarding
fields #52–66
at end of
Section II)
School
Code for
Postsecond
ary
Institution
First
Attended
PSECDFE
B00000 – B99999
E00000 – E99999
G00000 – G99999
000000 – 999999
555555 = Enrolled in a postsecondary institution not found in the Federal
School Code Directory
666666 = Not applicable, prior participant whose enrollment in last
institution attended was reported in previous grant cycle(s).
888888 = Not applicable, not yet completed high school
999999 = Not applicable, completed high school but has not yet enrolled
in program of postsecondary education
000000 = Unknown
Provide the six-digit school code for the postsecondary institution the
Upward Bound participant first attended. Even if the student began
attendance in fall 2025 (i.e., after the end of the 2024-25 reporting
period), please provide the code of the institution. The six-digit codes can
be obtained from the following Web site:
https://studentaid.gov/fafsa-app/FSCsearch
Once a grantee has provided a school code for the postsecondary
institution the participant first attended, the data must not change in a
later reporting year.
Note: For students who received notification from their IHE of
acceptance but deferred enrollment until the next academic semester,
projects should include the school code for the IHE.
✔
Deleted: 2023
Deleted: 2022-23
Deleted: November 2023
August 2025
24
Subsection
Field
no.
56
Postsecondary
education
(please see
note regarding
fields #52–66
at end of
Section II)
57
Postsecondary
education
(please see
note regarding
fields #52–66
at end of
Section II)
Field name
College
Status, at
beginning
of 2025-56
(academic
year
following
year being
reported)
Certificate/
Diploma
Completed
Database
column name
PSEGradeLV
CertificateCD
Data for field
must not
change from
reporting year
to reporting
year
Valid field content
1 = Accepted into postsecondary education program but not yet enrolled
2 = First year student in postsecondary education following completion of
high school
3 = Postsecondary student continuing beyond first year
4 = Enrolled, completed a program of postsecondary education but
continuing in postsecondary
5 = Not enrolled, completed a program of postsecondary education prior
to beginning of academic year reported
7 = Prior to beginning of reporting year, left program of postsecondary
education without completing it
8 = Not applicable, not yet completed high school
9 = Not applicable, completed high school but has not enrolled in a
program of postsecondary education
10 = Other
11 = Postsecondary institution notified participant of acceptance but
deferred enrollment until next academic semester
0 = Unknown
A student in a dual enrollment program should not be reported as
enrolled in postsecondary education unless he or she enrolls in a
postsecondary program after high school graduation. If you select
option 4 or 5, both of which indicate that the participant completed a
program of postsecondary education, you must also complete fields #57
and #58 (for Certificate/diploma completion), fields #59 and #60 (for
Associate degree completion), and/or fields #61 and #62 (for Bachelor’s
degree completion).
1 = Yes, completed certificate/diploma for occupational/educational
program
2 = No, student pursued another kind of postsecondary credential (not
associated with a certificate/diploma program)
3 = Received notification from postsecondary institution of acceptance
but deferred enrollment until next academic semester
6 = Enrolled in, but not completed certificate/diploma program
7 = Left a certificate/diploma program without completing it
8 = Not applicable, not yet completed high school
Grantee must
check field
each reporting
year to see if
update is
needed
✔
Deleted: 2023-24
✔
Deleted: November 2023
August 2025
25
Subsection
Field
no.
Field name
Database
column name
Data for field
must not
change from
reporting year
to reporting
year
Valid field content
Grantee must
check field
each reporting
year to see if
update is
needed
9 = Not applicable, completed high school but has not yet enrolled in a
program of postsecondary education
0 = Unknown
58
Postsecondary
education
(please see
note regarding
fields #52–66
at end of
Section II)
Date of
Certificate/
Diploma
CertificateDT
If student has been in a certificate program, choose 1, 6, 7, or 0.
Format is MM/DD/CCYY, e.g., 06/15/2023
MM = 01 –12
DD = 01 – 31
CC = 19 – 20
YY = 00 – 99
Deleted: 2022
Deleted:
Deleted:
Deleted:
22/22/2222 = Not applicable, student pursued another kind of
postsecondary credential (not associated with a
certificate/diploma program)
33/33/3333 = Not applicable, received notification from postsecondary
institution of acceptance but deferred enrollment until next
academic semester
66/66/6666 = Not applicable, still enrolled in certificate/diploma program
77/77/7777 = Not applicable, left certificate/diploma program without
completing it
88/88/8888 = Not applicable, not yet completed high school
99/99/9999 = Not applicable, completed high school but has not yet
enrolled in program of postsecondary education
00/00/0000 = Unknown
Accuracy is particularly important for this field. If participant has
earned more than one certificate or diploma, report the date that the first
certificate or diploma was completed. You do not need to provide the
exact day; you may use 15 (midpoint of the month).
Postsecondary
education
(please see
note regarding
59
August 2025
Associate
Degree
Attained
AssocDegreeC
D
Once date of certificate/diploma has been submitted in one year’s
APR, the date must not change in a later reporting year.
1 = Yes, attained associate degree
2 = No, student pursued another kind of postsecondary credential (not
associated with an associate degree program)
✔
Deleted: November 2023
26
Subsection
Field
no.
Field name
Database
column name
fields #52–66
at end of
Section II)
Postsecondary
education
(please see
note regarding
fields #52–66
at end of
Section II)
60
Date of
Associate
Degree
AssocDegreeD
T
Data for field
must not
change from
reporting year
to reporting
year
Valid field content
3 = Received notification from postsecondary institution of acceptance
but deferred enrollment until next academic semester
5 = Transferred to four-year institution without completing an associate
degree
6 = Enrolled in, but not completed associate degree program
7 = Left associate degree program without completing it; did not transfer
to a four-year institution
8 = Not applicable, not yet completed high school
9 = Not applicable, completed high school but has not yet enrolled in a
program of postsecondary education
0 = Unknown
If student has been in an associate degree program, choose 1, 5, 6, 7, or
0.
Format is MM/DD/CCYY, e.g., 06/15/2025
MM = 01 –12
DD = 01 – 31
CC = 19 – 20
YY = 00 – 99
Grantee must
check field
each reporting
year to see if
update is
needed
Deleted: 2022
Deleted:
Deleted:
Deleted:
22/22/2222= Not applicable, student pursued another kind of
postsecondary credential (not associated with an associate
degree program)
33/33/3333 = Not applicable, received notification from postsecondary
institution of acceptance but deferred enrollment until next academic
semester
55/55/5555 = Not applicable, transferred to four-year institution without
completing an associate degree
66/66/6666 = Not applicable, still enrolled in associate degree program
77/77/7777 = Not applicable, left associate degree program without
completing it
88/88/8888 = Not applicable, not yet completed high school
99/99/9999 = Not applicable, completed high school but has not yet
enrolled in program of postsecondary education
00/00/0000 = Unknown
Deleted: November 2023
August 2025
27
Subsection
Postsecondary
education
(please see
note regarding
fields #52–66
at end of
Section II)
Field
no.
61
Field name
Bachelor’s
Degree
Attained
Database
column name
BachDegreeCD
Data for field
must not
change from
reporting year
to reporting
year
Valid field content
Accuracy is particularly important for this field. If participant has
earned more than one associate degree, report the date that the first
associate degree was completed. You do not need to provide the exact
day; you may use 15 (midpoint of the month). Once date of associate
degree has been submitted in one year’s APR, the date must not
change in a later reporting year.
1 = Yes, attained bachelor’s degree
2 = No, student pursued another kind of postsecondary credential (not
associated with bachelor’s degree program)
3 = Received notification from postsecondary institution of acceptance
but deferred enrollment until next academic semester
6 = Enrolled in, but not completed bachelor’s degree program
7 = Left bachelor’s degree program without completing it
8 = Not applicable, not yet completed high school
9 = Not applicable, completed high school but has not yet enrolled in a
program of postsecondary education
0 = Unknown
Grantee must
check field
each reporting
year to see if
update is
needed
✔
If student has been in a bachelor’s degree program, choose 1, 6, 7, or 0.
Postsecondary
education
(please see
note regarding
fields #52–66
at end of
Section II)
62
Date of
Bachelor’s
Degree
BachDegreeDT
See “Definitions That Apply” regarding dual degree programs.
Format is MM/DD/CCYY, e.g., 05/15/2025
MM = 01 –12
DD = 01 – 31
CC = 19 – 20
YY = 00 – 99
Deleted: 2023
22/22/2222 = Not applicable, student pursued another kind of
postsecondary credential (not associated with bachelor’s
degree program)
33/33/3333 = Not applicable, received notification from postsecondary
institution of acceptance but deferred enrollment until next academic
semester
66/66/6666 = Not applicable, still enrolled in bachelor’s degree program
Deleted: November 2023
August 2025
28
Subsection
Field
no.
Field name
Database
column name
Data for field
must not
change from
reporting year
to reporting
year
Valid field content
Grantee must
check field
each reporting
year to see if
update is
needed
77/77/7777 = Not applicable, left bachelor’s degree program without
completing it
88/88/8888 = Not applicable, not yet completed high school
99/99/9999 = Not applicable, completed high school but has not yet
enrolled in program of postsecondary education
00/00/0000 = Unknown
Postsecondary
education
(please see
note regarding
fields #52–66
at end of
Section II)
Please read
the
instructions
carefully
before
completing
fields #63–66.
Postsecondary
education
(please see
note regarding
fields #52–66
63
64
August 2025
Postsecond
ary
Enrollment
Objective-Numerator,
for
reporting
year (202425)
Postsecond
ary
Remediatio
n
PSEEnrollObjN
um
PSRemediation
Accuracy is particularly important for this field. If participant has
earned more than one bachelor’s degree, report the date that the first
bachelor’s degree was completed. You do not need to provide the exact
day; you may use 15 (midpoint of the month). Once date of bachelor’s
degree has been submitted in one year’s APR, the date must not
change in a later reporting year.
1 = Current or prior-year participant who graduated high school during
school year 2024-25 with a regular secondary school diploma and
who enrolled in postsecondary education by fall term2025.
2 = Current or prior-year participant who graduated high school during
school year 2024-25 with a regular secondary school diploma and
who received notification by fall 2025 from IHE of acceptance but
deferred enrollment until next academic semester
3 = Current or prior-year participants, not reported in 1 or 2 above, who
graduated high school with a regular secondary school diploma
during school year 2024-25
8 = Not applicable, all other current or prior-year participants
0 = Unknown
Note: For participants who graduated high school during school year
2024-25 with a regular secondary school diploma, select option 1, 2, or 3;
for all other participants (that is, those not graduating with a regular high
school diploma in school year 2024-25), select 8 or 0.
1 = No remediation: In 2025 postsecondary education enrollment cohort
(see field #54) and neither received college-level math or English
remediation in fall 2025 semester of postsecondary education, nor
was required to receive it in academic year 2025-26
2 = Yes, received remediation: In 2025 postsecondary education
enrollment cohort (see field #54) and received college-level math or
29
✔
Deleted: 2022-23
Deleted: term 2023
Deleted: 2022-23
Deleted: 2023
Deleted: 2022-23
Deleted: 2022-23
Deleted: 2022-23
Deleted: 2022-23
✔
Deleted: 2023
Deleted: 2023
Deleted: 2023-24
Deleted: 2023
Deleted: November 2023
Subsection
at end of
Section II)
Please read
the
instructions
carefully
before
completing
fields #63–66.
Postsecondary
education
(please see
note regarding
fields #52–66
at end of
Section II)
Please read
the
instructions
carefully
before
completing
fields #63–66.
Postsecondary
education
(please see
note regarding
fields #52–66
at end of
Section II)
Please read
the
instructions
carefully
before
Field
no.
Field name
Database
column name
Data for field
must not
change from
reporting year
to reporting
year
Valid field content
Grantee must
check field
each reporting
year to see if
update is
needed
English remediation in fall 2025 semester of postsecondary
education, or was required to receive it in academic year 2025-26
9 = Not applicable, participant not in 2025 postsecondary education
enrollment cohort
0 = Unknown
Deleted: 2023
Deleted: 2023-24
Deleted: 2023
Regarding the term “remediation,” please see “Definitions That Apply” in
the General Instructions.
65
66
Postsecond
ary
Completion
Objective –
Numerator,
for
reporting
year (202324)
Postsecond
ary STEM
Degree
(UBMS
only)
PSCompleteNu
m
STEMDegree
1 = Yes, in 2019 postsecondary education enrollment cohort (see field
#54) and attained either associate or bachelor’s degree within six
years following high school graduation (i.e., by August 31,2025).
2 = No, in 2019 postsecondary education enrollment cohort (see field
#54) and attained neither associate nor bachelor’s degree within six
years following high school graduation (i.e., by August 31,2025).
9 = Not applicable, participant not in 2019 postsecondary education
enrollment cohort
0 = Unknown
For participants in the 2019 PSE enrollment cohort, select option 1 if the
participant completed either an associate or bachelor’s degree by the end
of the 2024-25 academic year; otherwise, select option 2 (did not meet
objective) or 0 (unknown).
UBMS participant in postsecondary education enrollment cohort 2019
(see field #54) who earned a postsecondary degree in a STEM field by
August 31,2025.
1 = Yes, in a field in the “hard” sciences
2 = Yes, in psychology or social sciences
3 = No, UBMS participant in 2019 cohort who did not earn a
postsecondary degree in a STEM field by August 31, 2025
8 = Not applicable, participant in regular UB program
9 = Not applicable, UBMS participant not in 2019 cohort
0 = Unknown
✔
Deleted: 2017
Deleted: 2023
Deleted: 2017
Deleted: 2023
Deleted: 2017
Deleted: 2022-23
Deleted: 2017
Deleted: 2022-23
✔
Deleted: 2017
Deleted: 2023
Deleted: 2017
Deleted: 2023
Deleted: 2017
Deleted: November 2023
August 2025
30
Subsection
Field
no.
Field name
Database
column name
completing
fields #63–66.
Additional
participant
information
Data for field
must not
change from
reporting year
to reporting
year
Valid field content
Grantee must
check field
each reporting
year to see if
update is
needed
For UBMS participants in the 2019 postsecondary education enrollment
cohort who have earned a postsecondary degree, select option 1 or 2 if
student’s degree is in one of the STEM fields as listed in the General
Instructions.
67
Participant’
s Name
Change
(Optional)
FullNameChan
ge
Deleted: 2017
✔
If a participant changed his or her name (for example, due to marriage),
and if the project wishes to record this information in the APR to help
track the student, the project may enter the participant’s changed full
name (i.e., first and last name) in field #67. Note that the first and last
names provided in fields #5 and 6 (LastNM and FirstNM) remain
identifiers that the Department will use to track the student; thus fields #5
and 6 must not change from year to year.
Names entered in field #67 may be in a variety of formats, e.g., John Doe,
John D. Doe, Jane Smith-Doe, Jane Smith Doe, John Doe II, John Doe, Jr.
Moreover, you will be able to update this field in subsequent reporting
periods.
If the student has not changed his or her name, the project need not
complete field #67.
Important note regarding postsecondary fields (#52–#66): In these fields, enter "7" or a series of "7s," where requested, for students who have left a program of
postsecondary education without completing it. Enter “8” or a series of “8s” as specified for participants who have not yet completed a program of secondary education.
Students in dual enrollment programs should not be reported as enrolled in postsecondary education unless they enroll in a postsecondary program after their high school
graduation. Enter “9” or a series of “9s” for high school graduates who have not yet enrolled in a program of postsecondary education. Remember that data in these fields
should reflect information available to the project as of the date on which the APR is submitted. A participant is considered enrolled if he or she has completed registration
requirements (excluding payment of tuition and fees) at the institution he or she is attending.
Note to the Data Collector: Please see Privacy Act Statement below and convey its content to students and parents as you collect the information.
Privacy Act Statement - In accordance with the Privacy Act of 1974 (Public Law No. 93-579, 5 U. S.C. 552A), you are hereby notified that the Department of Education is
authorized to collect information to implement the Upward Bound program under Title IV of the Higher Education Act of 1965, as amended (Pub. Law 102-325, sec. 402A
and 402C). In accordance with this authority, the Department receives and maintains personal information on participants in the Upward Bound program. The principal
purpose for collecting this information is to administer the program, including tracking and evaluating participants’ academic progress. Providing the information on this form
is voluntary; failure to disclose personal information will not result in denial of any right, benefit, or privilege to which the participant is entitled. The information that is
collected on this form will be retained in the program files and may be released to other Department officials in the performance of official duties. The information will not be
August 2025
31
Deleted: November 2023
disclosed outside of the Department, except as allowed by the Privacy Act of 1974, pursuant to the routine uses identified in the System of Records Notice titled “TRIO
Programs Annual Performance Report (APR) System (TRIO APR).”
[This document is dated August 2025].
Deleted: November 2023
Deleted: November 2023
August 2025
32
| File Type | application/pdf |
| File Title | Microsoft Word - ububmsaprform202425 track changes |
| Author | Danica.Shook |
| File Modified | 2025-07-25 |
| File Created | 2025-07-25 |