2016/20 Baccalaureate and Beyond (B&B:16/20) Full-Scale Study Panel Maintenance
	
	
OMB # 1850-0926 v.8
	
	
Appendixes A and B
Technical Review Panel (TRP) Members
Confidentiality for Administrative Record Matching
	
	
	
	
	
	
Submitted by
National Center for Education Statistics
U.S. Department of Education
	
	
	
	
	
	
	
March 2019
	
	
	
	
	
	
	
	
	
	
	
Given that B&B:16/20 will be based on study designs and survey items from B&B:16/17 and B&B:08/18, NCES does not anticipate holding a TRP meeting for the design of B&B:16/20.
The following lists of TRP members are from the most recent meeting for the B&B:16 cohort—the B&B:16/17 full-scale meeting in December 2016 and from the most recent meeting for the B&B:08 cohort—the B&B:08/18 full-scale meeting in December 2017 (B&B:08/18 data collection ended in March 2019).
	
	
	
	
Members of the B&B:16/17 Full-scale Technical Review Panel Meeting in December 2016
(affliations are as of the December 2016 TRP Meeting)
	
Kevin Bastian
Director, Teacher Quality Research Initiative
University of North Carolina at Chapel Hill
504 East 63rd Street, Apartment 18S
New York, NY 10065
Phone: (919) 698-6658
E-mail: kbastian@E-mail.unc.edu
Margaret Cahalan
Vice President for Research COE & Director, Pell Institute
Council for Opportunity in Education COE
1025 Vermont Avenue NW
9th Floor Washington, DC 20005
Phone: (202) 347-7430
E-mail: margaret.cahalan@pellinstitute.org
Ben Castleman
Assistant Professor of Education and Public Policy
University of Virginia, Curry School of Education
P.O. Box 400879
Charlottesville, VA 22904
Phone: (434) 243-5419
E-mail: castleman@virginia.edu
Charlotte Etier
Research Analyst
National Association of Student Financial Aid Administrators 1101 Connecticut Avenue NW Suite 1100 Washington, DC 20036
Phone: (202) 785-6943
E-mail: etierc@nasfaa.org
Donald Heller
Provost and Vice President of Academic Affairs University of San Francisco
2130 Fulton St San Francisco, CA 94117
Phone: (415) 422-6136
E-mail: deheller@usfca.edu
Gary Henry
Professor, Department of Leadership, Policy and Organization
Peabody College Vanderbilt University
230 Appleton Place
PMB #414
Nashville, TN 37203
Phone: (615) 322-0249
E-mail: gary.henry@vanderbilt.edu
Brad Hershbein
Economist
W.E. Upjohn Institute for Employment Research
300 South Westnedge Avenue
Kalamazoo, MI 49007
Phone: (269) 385-0437
E-mail: hershbein@upjohn.org
Robert Kelchen
Assistant Professor
Seton Hall University, 413 Jubilee Hall
400 South Orange Avenue
South Orange, NJ 07079
Phone: (973) 761-9106
E-mail: robert.kelchen@shu.edu
Patrick Kelly
Senior Associate and Director
National Center for Higher Education Management Systems
3035 Center Green Drive
Suite 150
Boulder, CO 80301
Phone: (720) 987-3391
E-mail: patrick@nchems.org
Sarah Leibrandt
Research Analyst
Western Interstate Commission for Higher Education 3035 Center Green Drive
Boulder, CO 80301
Phone: (303) 541-0221
E-mail: sleibrandt@wiche.edu
Alexander McCormick
Associate Professor & NSSE Director
Indiana University Center for Postsecondary Research
1900 East 10th Street
Suite 419
Bloomington, IN 47406
Phone: (812) 856-4435
E-mail: amcc@indiana.edu
Christopher Nellum
Policy Director
Young Invincibles
1411 K Street
Suite 400
Washington, DC 20005
Phone: (760) 562-3320
E-mail: christopher.nellum@younginvincibles.org
Hironao Okahana
Assistant Vice President, Research & Policy Analysis Council of Graduate Schools
One Dupont Circle NW
Suite 230
Washington, DC 20036
Phone: (202) 696-1560
E-mail: hokahana@cgs.nche.edu
Kent Phillippe
Associate Vice President, Research & Student Success American Association of Community Colleges
One Dupont Circle NW
Suite 410
Washington, DC 20036
Phone: (202) 416-4505
E-mail: kphillippe@aacc.nche.edu
Jason Ramirez
Director of Research and Policy Analysis
National Association of Independent Colleges and Universities
1025 Connecticut Ave NW
Suite 700
Washington, DC 20036
Phone: (202) 835-0003
E-mail: jason@naicu.edu
Jamey Rorison
Senior Research Analyst
Institute for Higher Education Policy
1825 K Street NW
Suite 720
Washington, DC 20006
Phone: (202) 861-8244
E-mail: jrorison@ihep.org
Hal Salzman
Professor
Rutgers University
30 Livingston Avenue
Room 207
New Brunswick, NJ 08901
Phone: (848) 932-1037
E-mail: hsalzman@rutgers.edu
Nicole Smith
Chief Economist
Georgetown University Center on Education and the Workforce
3300 Whitehaven Street NW
Suite 5000
Washington, DC 20007
Phone: (202) 687-8226
E-mail: nicole.smith@georgetown.edu
Matthew Soldner
Senior Researcher, Education Program
American Institutes for Research
127 West 10th Street
Suite 803
Kansas City, MO 64105
Phone: (202) 403-5000
E-mail: msoldner@air.org
Jeff Strohl
Director of Research
Georgetown University Center on Education and the Workforce
3300 White Haven Street
Suite 3200
Washington, DC 20007
Phone: (202) 687-4945
E-mail: js787@georgetown.edu
Rob Toutkoushian
Professor
University of Georgia, Institute of Higher Education 106 Herty Drive
0114 Meigs Hall
Athens, GA 30602
Phone: (706) 542-0577
E-mail: rtoutkou@uga.edu
Jonathan Turk
Senior Policy Research Analyst
American Council on Education
One Dupont Circle NW
Suite 1B
Washington, DC 20036
Phone: (202) 939-9321
E-mail: jturk@acenet.edu
Mamie Voight
Vice President of Policy Research
Institute for Higher Education Policy
1825 K Street NW
Suite 720
Washington, DC 20006
Phone: (202) 587-4967
E-mail: mvoight@ihep.org
Federal Panelists
Shane Ball
Operations Research Analyst
National Institute of Food and Agriculture,
United States Department of Agriculture
4401 Waterfront Centre
800 9th Street SW
Washington, DC 20024
Phone: (202) 720-1973
E-mail: sball@nifa.usda.gov
Quentin Brummet
Chief, Experiments and Innovation Branch
Center for Administrative Records Research and Applications
U.S. Census Bureau
4600 Silver Hill Road
Suitland, MD 20746
Phone: (301) 763-5939
E-mail: quentin.o.brummet@census.gov
Thomas Conkling
Economist
Consumer Financial Protection Bureau
1275 1st Street NE
Washington, DC 20002
Phone: (202) 435-9468
E-mail: Thomas.Conkling@cfpb.gov
Jeffrey Groen
Director, National Longitudinal Surveys
U.S. Bureau of Labor Statistics
2 Massachusetts Avenue NE
Suite 4945
Washington, DC 20212
Phone: (202) 691-7392
E-mail: groen.jeffrey@bls.gov
Nirmala Kannankutty
Deputy Division Director, Division of Graduate Education
National Science Foundation
4201 Wilson Boulevard
Suite 875
Arlington, VA 22230
Phone: (703) 292-7797
E-mail: nkannank@nsf.gov
Noah Mann
Office of Management and Budget
725 17th Street NW
Washington, DC 20503
Phone: (202) 395-3256
E-mail: nmann@omb.eop.gov
Rochelle Martinez
Statistician
Office of Management and Budget
725 17th Street, NW
Room 10202 NEOB
Washington, DC 20503
Phone: (202) 395-3147
E-mail: rochelle_w._martinez@omb.eop.gov
Patrick McFadden
Education Business Analyst
U.S. Department of Veterans Affairs
810 Vermont Avenue NW
Washington, DC 20420
Phone: (202) 273-5400
E-mails: patrick.mcfadden@va.gov
John Mingus
Assistant Director
U.S. Government Accountability Office
441 G Street NW
Washington, DC 20548
Phone: (202) 512-4987
E-mail: MingusJ@gao.gov
Daniel Pollard
Senior Advisor, Enterprise Data
U.S. Department of Education, FSA
Office of the Chief Operating Officer
830 First Street NE
Washington, DC 20202
Phone: (202) 377-3389
E-mail: daniel.pollard@ed.gov
Emilda Rivers
Director, Human Resources Statistics Program
National Science Foundation
4201 Wilson Boulevard
Suite 965 S
Arlington, VA 22230
Phone: (703) 292-7773
E-mail: erivers@nsf.gov
Robert Sivinski
Statistician
Office of Management and Budget
725 17th Street, NW
Washington, DC 20503
Phone: (202) 395-1205
E-mail: robert_g_sivinski@omb.eop.gov
David Smole
Specialist in Education Policy
Congressional Research Service
101 Independence Avenue SE, Mailstop 7440
Washington, DC 20540
Phone: (202) 707-0624
E-mail: dsmole@crs.loc.gov
Chris Sutherland
Education Business Analyst
U.S. Department of Veterans Affairs
810 Vermont Avenue NW
Washington, DC 20420
Phone: (202) 273-5400
E-mails: christopher.sutherland@va.gov
U.S. Department of Education, NCES
Sharon Boivin
Senior Research and Policy Analyst
Commission on Evidence-based Policymaking (CEP)
U.S. Census Bureau
4600 Silver Hill Road
Suitland, MD 20746
Phone: (202) 579-7448
E-mail: sharon.boivin@cep.gov
Peggy Carr
Acting Commissioner
U.S. Department of Education, NCES
550 12th Street SW
Potomac Center Plaza (PCP), Room 4061
Washington, DC 20202
Phone: (202) 245-6168
E-mail: peggy.carr@ed.gov
Chris Chapman
Associate Commissioner
U.S. Department of Education, NCES
550 12th Street SW
Potomac Center Plaza (PCP), Room 4054
Washington, DC 20202
Phone: (202) 245-7103
E-mail: chris.chapman@ed.gov
Elise Christopher
Statistician
U.S. Department of Education, NCES
550 12th Street SW
Potomac Center Plaza (PCP), Room 4005
Washington, DC 20202
Phone: (202) 245-7098
E-mail: elise.christopher@ed.gov
Tracy Hunt-White
Education Statistician
U.S. Department of Education, NCES
550 12th Street SW
Potomac Center Plaza (PCP), Room 4007
Washington, DC 20202
Phone: (202) 245-6507
E-mail: tracy.hunt-white@ed.gov
Kashka Kubzdela
OMB Liaison
U.S. Department of Education, NCES
550 12th Street SW
Potomac Center Plaza (PCP)
Washington, DC 20202
Phone: (202) 245-7377
E-mail: kashka.kubzdela@ed.gov
Gail Mulligan
Longitudinal Surveys Branch Chief
U.S. Department of Education, NCES
550 12th Street SW
Potomac Center Plaza (PCP), Room 4178
Washington, DC 20202
Phone: (202) 245-8413
E-mail: gail.mulligan@ed.gov
Richard Reeves
Program Director
U.S. Department of Education, NCES
550 12th Street SW
Potomac Center Plaza (PCP), Room 4134
Washington, D.C. 20202
Phone: (202) 245-7690
E-mail: richard.reeves@ed.gov
David Richards
BPS Project Officer
U.S. Department of Education, NCES
550 12th Street SW
Potomac Center Plaza (PCP), Room 4037
Washington, DC 20202
Phone: (202) 245-6202
E-mail: david.richards@ed.gov
Marilyn Seastrom
Chief Statistician
U.S. Department of Education, NCES
550 12th Street SW
Potomac Center Plaza (PCP), Room 4063
Washington, DC 20202
Phone: (202) 245-7766
E-mail: marilyn.seastrom@ed.gov
Sean Simone
Statistician
U.S. Department of Education, NCES
550 12th Street SW
Potomac Center Plaza (PCP)
Washington, DC 20202
Phone: (202) 245-7631
E-mail: sean.simone@ed.gov
Ted Socha
Mathematical Statistician
U.S. Department of Education, NCES
550 12th Street SW
Potomac Center Plaza (PCP), Room 4004
Washington, DC 20202
Phone: (202) 245-7071
E-mail: ted.socha@ed.gov
RTI International
Jennifer Cooney
Statistician
RTI International
3040 East Cornwallis Road
P.O. Box 12194
Research Triangle Park, NC 27709
Phone: (919) 485-5570
E-mail: jgratton@rti.org
Erin Dunlop-Velez
Research Education Analyst
RTI International
701 13th Street NW
Suite 750
Washington, DC 20005
Phone: (202) 974-7879
E-mail: evelez@rti.org
Harper Haynes
Education Analyst
RTI International
3040 Cornwallis Road P.O. Box 12194
Research Triangle Park, NC 27709
Phone: (919) 541-6205
E-mail: hhaynes@rti.org
Laura Knapp
Director, Education Research
RTI International
3040 East Cornwallis Road
P.O. Box 12194
Research Triangle Park, NC 27709
Phone: (919) 541-7014
E-mail: lgknapp@rti.org
T. Austin Lacy
Research Education Analyst
RTI International
3040 East Cornwallis Road
P.O. Box 12194
Research Triangle Park, NC 27709
Phone: (919) 990-8386
E-mail: tlacy@rti.org
Emilia Peytcheva
Research Survey Methodologist
RTI International
3005 Boardwalk Street
Suite 105
Ann Arbor, MI 48108
Phone: (734) 213-6159
E-mail: epeytcheva@rti.org
Nicole Tate
Research Education Analyst
RTI International
3040 East Cornwallis Road
P.O. Box 12194
Research Triangle Park, NC 27709
Phone: (919) 316-3357
E-mail: ntate@rti.org
Jennifer Wine
Senior Director, Program in Education Survey Design
RTI International
3040 East Cornwallis Road
P.O. Box 12194
Research Triangle Park, NC 27709
Phone: (919) 541-6870
E-mail: jennifer@rti.org
	
	
	
	
Members of the B&B:08/18 Full-scale Technical Review Panel Meeting in December 2017
(affliations are as of the December 2017 TRP Meeting)
	
	Michael
	Bates
Assistant Professor of Economics
University of
	California, Riverside
3135 Sproul Hall
Riverside, CA
	92521
	Phone: (951) 827-1585
	Email: michael.bates@ucr.edu
	
	
Maggie Cahalan
Vice President for Research COE & Director, Pell Institute
Council for Opportunity in Education
1025 Vermont Avenue NW, 9th Floor
Washington, DC 20005
		Phone:
	(202) 347-7430
	Email: margaret.cahalan@pellinstitute.org
	
	
Diane Cheng
Associate Research Director
The Institute for College Access and Success
405 14th Street, Suite 1100
Oakland, CA 94612
		Phone:
	(510) 318-7900
	Email: dcheng@ticas.org
	
	
Bradley Curs
Associate Professor
University of Missouri
202 Hill Hall
Columbia, MO 65211
		Phone:
	(573) 882-2759
	Email: cursb@missouri.edu
	
	
	Thurston
	Domina
Associate Professor
University of North Carolina,
	Chapel Hill
119 Peabody Hall
Campus Box 3500
Chapel
	Hill, NC 27705
	Phone: (919) 962-9197
	Email:
	tdomina@unc.edu
	
	Li
	Feng
Associate Professor
Texas State University
601
	University Drive
	McCoy
	551
San Marcos, TX 78666
	Phone: (512) 245-8462
	Email:
	li.feng@txstate.edu
	
	
	Michael
	Lovenheim
Associate Professor
Cornell University
102
	Martha Van Rensselaer Hall
Ithaca, NY 14853
	Phone: (607)
	255-0705
	Email: mfl55@cornell.edu
	
	
Hironao Okahana
Assistant Vice President, Research & Policy Analysis
Council of Graduate Schools
One Dupont Circle NW
Suite 230
Washington, DC 20036
Phone: (202) 696-1560
Email: hokahana@cgs.nche.edu
	
	
Cecilia Rios-Aguilar
Associate Professor/Director HERI
University of California, Los Angeles
3005C Moore Hall
405 Hilgard Avenue
Los Angeles, CA 90095
Phone: (310) 825-1925
Email: rios-aguilar@gseis.ucla.edu
	
	
Steven Rivkin
Professor
University of Illinois, Chicago
601 South Morgan Street
Chicago, IL 60607
Phone: (312) 413-2368
Email: sgrivkin@uic.edu
	
	
Jamey Rorison
Director of Research and Policy
Institute for Higher Education Policy
1825 K Street NW
Suite 720
Washington, DC 20006
Phone: (202) 861-8244
Email: jrorison@ihep.org
	
	
Jamin Speer
Assistant Professor
University of Memphis
Fogelman College of Business
Memphis, TN 38152
		Phone:
	(806) 535-5751
	Email: jspeer@memphis.edu
	
	Jeff
	Strohl
Director of Research
Georgetown University Center
	on Education and the Workforce
3300 White Haven Street
Suite
	3200
Washington, DC 20007
	Phone: (202) 687-4945
	Email:
	js787@georgetown.edu
	
	Marvin
	Titus
Associate Professor, Higher Education
University of
	Maryland
Benjamin Building, 3209
College Park, MD
	20742
	Phone: (301) 405-2220
	Email: mtitus@umd.edu
	
	Jonathan
	Turk
Senior Policy Research Analyst
American Council on
	Education
One Dupont Circle NW
Washington, DC
	20036
	Phone: (202) 939-9321
	Email: jturk@acenet.edu
	
	Lesley
	Turner
Assistant Professor
Department of Economics
	University
	of Maryland
3114 Tydings Hall
College Park, MD
	20742
	Phone: (301) 405-3512
	Email: turner@econ.umd.edu
	
	
Paul Umbach
Professor, Higher Education
Department of Leadership, Policy, Adult and Higher Education
North Carolina State University
300 Poe Hall
Box 7801
Raleigh, NC 27603
Phone: (919) 515-9366
Email: paul_umbach@ncsu.edu
	
Federal Panelists
	
Elizabeth Ann Carson
OIRA Detailee
Office of Management and Budget
1800 G Street NW
Washington, DC 20001
Phone: (202) 395-2811
Email: Elizabeth_A_Carson@omb.eop.gov
	
Noah Mann
Office of Management and Budget
725 17th Street NW
Washington, DC 20503
Phone: (202) 395-3256
Email: nmann@omb.eop.gov
	
Lynn Milan
Project Officer
National Science Foundation, NCSES
2415 Eisenhower Avenue
Alexandria, VA 22314
Phone: (703) 292-2275
Email: lmilan@nsf.gov
	
	
Daniel Pollard
Senior Advisor, Enterprise Data
U.S. Department of Education, FSA
Office of the Chief Operating Officer
830 First Street NE
Washington, DC 20202
Phone: (202) 377-3389
Email: daniel.pollard@ed.gov
	
	
Robert Sivinski
Statistician
Office of Management and Budget
725 17th Street NW
Washington, DC 20503
Phone: (202) 395-1205
Email: robert_g_sivinski@omb.eop.gov
	
	David
	Smole
Specialist in Education Policy
Congressional
	Research Service
101 Independence Avenue SE, Mailstop
	7440
Washington, DC 20540
	Phone: (202) 707-0624
	Email:
	dsmole@crs.loc.gov
	
U.S. Department of Education, NCES
	
	Sharon
	Boivin
Senior Advisor
	U.S.
	Department of Education, NCES
550 12th Street SW
Potomac
	Center Plaza (PCP)
Washington, DC 20202
	Phone: (202)
	245-6637
	Email: sharon.boivin@ed.gov
	
	Peggy
	Carr
Acting Commissioner
U.S. Department of Education,
	NCES
550 12th Street SW
Potomac Center Plaza (PCP), Room
	4061
Washington, DC 20202
	Phone: (202) 245-6168
	Email:
	peggy.carr@ed.gov
	
	Chris
	Chapman
Associate Commissioner
U.S. Department of
	Education, NCES
550 12th Street SW
Potomac Center Plaza
	(PCP), Room 4054
Washington, DC 20202
	Phone: (202)
	245-7103
	Email: chris.chapman@ed.gov
	
	Elise
	Christopher
Statistician
U.S. Department of Education,
	NCES
550 12th Street SW
Potomac Center Plaza (PCP), Room
	4005
Washington, DC 20202
	Phone: (202) 245-7098
	Email:
	elise.christopher@ed.gov
	
	
	Tracy
	Hunt-White
Education Statistician
U.S. Department of
	Education, NCES
550 12th Street SW
Potomac Center Plaza
	(PCP), Room 4007
Washington, DC 20202
	Phone: (202)
	245-6507
	Email: tracy.hunt-white@ed.gov
	
	Kashka
	Kubzdela
OMB Liaison
U.S. Department of Education,
	NCES
550 12th Street SW
Potomac Center Plaza
	(PCP)
Washington, DC 20202
	Phone: (202) 245-7377
	Email:
	kashka.kubzdela@ed.gov
	
	Gail
	Mulligan
Longitudinal Surveys Branch Chief
U.S. Department
	of Education, NCES
550 12th Street SW
Potomac Center Plaza
	(PCP), Room 4178
Washington, DC 20202
	Phone: (202)
	245-8413
	Email: gail.mulligan@ed.gov
	
	
Cleo Redline
Senior Research Scientist
U.S. Department of Education, NCES
550 12th Street SW
Potomac Center Plaza (PCP), Room 4065
Washington, DC 20202
Phone: (202) 245-7695
Email: cleo.redline@ed.gov
	
Richard Reeves
Branch Chief
U.S. Department of Education, NCES
550 12th Street SW
Potomac Center Plaza (PCP), Room 4037
Washington, DC 20202
Phone: (202) 245-7690
Email: richard.reeves@ed.gov
	
David Richards
BPS Project Officer
U.S.
	Department of Education, NCES
550 12th Street SW
Potomac
	Center Plaza (PCP), Room 4037
Washington, DC 20202
	Phone:
	(202) 245-6202
	Email: david.richards@ed.gov
	
Marilyn Seastrom
Chief Statistician
U.S. Department of Education, NCES
550 12th Street SW
Potomac Center Plaza (PCP), Room 4063
Washington, DC 20202
Phone: (202) 245-7766
Email: marilyn.seastrom@ed.gov
	
Sean
	Simone
Statistician
U.S. Department of Education, NCES
550
	12th Street SW
Potomac Center Plaza (PCP)
Washington,
	DC 20202
	Phone: (202) 245-7631
	Email:
	sean.simone@ed.gov
	
	Ted
	Socha
Mathematical Statistician
U.S. Department of
	Education, NCES
550 12th Street SW
Potomac Center Plaza
	(PCP), Room 4004
Washington, DC 20202
	Phone: (202)
	245-7071
	Email: ted.socha@ed.gov
	
	
Education Statistics Services Institute Network
	
Chris Cody
Senior Researcher
American Institutes for Research
1000 Thomas Jefferson Street NW
Washington, DC 20007
Phone: (202) 403-5000
Email: ccody@air.org
	
Aida Aliyeva
Researcher
American Institutes for Research
1000 Thomas Jefferson Street NW
Washington, DC 20007
Phone: (202) 403-5000
Email: aaliyeva@air.org
	
Kathryn Low
Research Associate
American Institutes for Research
1000 Thomas Jefferson Street NW
Washington, DC 20007
Phone: (202) 403-5000
Email: klow@air.org
	
RTI International
	
Melissa Cominole
Senior Research Education Analyst
	RTI
	International
3040 East Cornwallis Road
P.O. Box 12194
	Research
	Triangle Park, NC 27709
	Phone: (919) 990-8456
	Email:
	mcominole@rti.org
	Jennifer
	Cooney
Research Statistician
RTI International
3040
	East Cornwallis Road
P.O. Box 12194
	Research
	Triangle Park, NC 27709
	Phone: (919) 485-5570
	Email:
	jgratton@rti.org
	
	
Erin Dunlop-Velez
Research Education Analyst
RTI International
701 13th Street NW, Suite 750
Washington, DC 20005
Phone: (202) 974-7879
Email: evelez@rti.org
	
	
Harper Haynes
Education Analyst
RTI International
3040 East Cornwallis Road
P.O. Box 12194
Research Triangle Park, NC 27709
Phone: (919) 541-6205
Email: hhaynes@rti.org
	
	
Antje Kirchner
Research Survey Methodologist
RTI International
3040 East Cornwallis Road
P.O. Box 12194
Research Triangle Park, NC 27709
Phone: (919) 316-3328
Email: akirchner@rti.org
	
	
Laura Knapp
Director, Education Research
	RTI
	International
3040 East Cornwallis Road
P.O. Box 12194
	Research
	Triangle Park, NC 27709
	Phone: (919) 541-8027
	Email:
	lgknapp@rti.org
	
Kimberly O’Malley
Senior Vice President, Education & Workforce Development
	RTI
	International
3040 East Cornwallis Road
P.O. Box 12194
Research Triangle Park, NC 27709
		Phone:
	(919) 316-3786
	Email: komalley@rti.org
	
	
Nichole Smith
Research Education Analyst
RTI International
3040 East Cornwallis Road
P.O. Box 12194
Research Triangle Park, NC 27709
Phone: (919) 485-5735
Email: ndsmith@rti.org
	
Ashley Wilson
Education Analyst
RTI International
3040 East Cornwallis Road
P.O. Box 12194
Research Triangle Park, NC 27709
Phone: (919) 541-7092
Email: awilson@rti.org
	
	
Jennifer Wine
Senior Director, Education Survey Design
RTI International
3040 East Cornwallis Road
P.O. Box 12194
Research Triangle Park, NC 27709
Phone: (919) 541-6870
Email: jennifer@rti.org
	
	
Linkages will be developed with existing data sources to supplement the 2016/20 Baccalaureate and Beyond Longitudinal Study (B&B:16/20) main study collection. NCES recognizes the value added to the B&B:16/20 data file with the addition of data from specific administrative data sources as certain data, such as specific financial aid amounts and associated dates, can only be accurately obtained from sources other than the student. Our postsecondary studies, including the National Postsecondary Student Aid Study (NPSAS) and the Beginning Postsecondary Students Study (BPS), have included file merges with many existing sources of valuable data, including the Department of Education’s (ED’s) Central Processing System (CPS), the data collected for the Free Application for Federal Student Aid (FAFSA), and the National Student Loan Data System (NSLDS). Also, data are bought from the National Student Clearinghouse (NSC), a third-party vendor. For this study, we plan to perform file merges with the following datasets: CPS, NSLDS, and NSC.
As described in more detail in Section A.10 of the Supporting Statement Part A, which is a part of this request, the Family Educational Rights and Privacy Act (FERPA) (34 CFR Part 99) allows the disclosure of information without prior consent for the purposes of B&B:16/20 according to 34 CFR §99.31.
Secure Data Transfers. ED’s Institute of Education Sciences (IES) has set up a secure data transfer system (https://transfer.ies.ed.gov/), which uses Secure Sockets Layer (SSL) technology. After FIPS 140-2 validated encryption on the files is performed before upload, the contractor will use this electronic system for submitting data. The data may contain potentially identifying information such as SSNs, names, and dates of birth of study sample members along with their survey ID (different from the ID used in the restricted-use data files).
Data will be received from the IES system as well. The system requires that both parties to the transfer be registered users of the NCES Members Site and that their Members Site privileges be set to allow use of the secure data transfer service as described above. This process will be used for file matching procedures described below, except in instances when the vendor already has a secure data transfer system in place.
File merges will be performed by the data collection contractor with the CPS data containing federal student aid application information. The merge with CPS can occur at any time for any number of cases, provided that the cases have apparently valid SSNs associated with them. A file will be sent to CPS and, in return, a data file containing all matched students who applied for federal aid will be received. The data collection contractor has programs and procedures in place to prepare and submit files according to rigorous CPS standards, and to receive and process data obtained from CPS.
For matching purposes, a file containing the SSN and the first two letters of the sample member’s last name (but no other information) will be uploaded to the FAFSA secure website. Access to the site for the upload is restricted to authorized users who are registered and provide identification/authentication information (username and password) to the FAFSA data site. The file is retrieved by the Central Processing System or CPS (the FAFSA contractor data system) for linkage. The linked file, containing student aid applications for matched records, is then made available to us only through a secure connection (EdConnect) which also requires user name and password. All CPS files will be processed, edited, and documented for inclusion in the final restricted use file (RUF).
A file merge will be conducted with the NSLDS to collect federal loan and Pell grant data. The resulting file will contain cumulative amounts for each student’s entire postsecondary education enrollment. IES has set up a secure data transfer system (https://transfer.ies.ed.gov/), which uses Secure Sockets Layer (SSL) technology. The system requires that both parties to the transfer be registered users of the NCES Members Site and that their Members Site privileges be set to allow use of the secure data transfer service. These privileges are set up and carefully controlled by the IES’s Chief Technology Officer (CTO), a service designed by IES specifically for the secure transfer of electronic files containing personally identifying information (i.e., data protected under the Privacy Act or otherwise posing risk of disclosure).This service can be used for NCES-to-Contractor; Contractor-to-Subcontractor; Subcontractor-to-Contractor; and Contractor-to-Other-Agency data transfers. The party uploading the information onto the secure server at NCES is responsible for deleting the file(s) after the successful transfer has been confirmed. Programs have been developed to create the files for the merge and also to read the data received. All matching processes are initiated by the data collection staff providing a file with one record per sample member to be merged.
The NSC will be used to purchase the Student Tracker data on institutions attended, enrollment dates, and degree completions for the B&B:16/20 sample. The data collection contractor will first set up an account with NSC which will enable sending and receiving of files securely over encrypted FTPS connections. The file containing personally identifiable information (PII), i.e. name, date of birth, and SSN, will be encrypted using FIPS 140-2 validated encryption tools and then submitted to the Clearinghouse using their secure FTP site. All files received by NSC will be securely stored using FIPS 140-2 validated AES encryption, the US federal encryption standard. Matched files, containing data on enrollment dates, institution names, and degrees completed, will be returned to the data collection contractor using the same encrypted FTPS site.
We will send files for matching during data collection, and we may need to match to a source (e.g., CPS or NSLDS) more than once during the main study.
The data from all of these sources, as allowed by the vendor, will be delivered for inclusion on the RUF and will be useful for creating derived variables. In addition to access via the RUF, the derived variables will be available on PowerStats and QuickStats (https://nces.ed.gov/datalab). Both direct-pull and derived variables will be documented thoroughly. Data from CPS will also be useful for purposes of locating the sample.
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