Appendices A-B BPS 2020-25 Full Scale TRP Attendees_Admin Records v21_tracked

2020/25 BEGINNING POSTSECONDARY
STUDENTS LONGITUDINAL STUDY (BPS:20/25)
FIELD TESTFULL-SCALE

Appendixes A-B
A. Technical Review Panel Members (Invited to
Meeting 1)Attendees
B. Confidentiality for Administrative Record Matching

OMB # 1850-0631 v. 2021

Submitted by
National Center for Education Statistics
U.S. Department of Education

September 2023
October 2024

A-1

Appendix A
Technical Review Panel Members
TECHNICAL REVIEW PANEL

Rong Chen
Seton Hall University
Email: rong.chen@shu.edu

Eric Atchison
Arkansas State University System
501 Woodlane Street, Suite 600
Little Rock, AR 72201
Phone: (501) 660-1015
Email: eatchison@asusystem.edu

James Cole
Indiana University Center for Postsecondary Research
1900 East 10th Street, Suite 419
Bloomington, IN 47406
Phone: (812) 856-3004
Email: colejs@indiana.edu

Dominique Baker
Southern Methodist University of Delaware
3101 University Blvd, Suite 345
Box 750114
Dallas, TX 75275
Phone: (214) 768-1012
Email: djbaker@smuudel.edu

Bryan Cook
Association of Public & Land Grant Universities
1307 New York Avenue NW, Suite 400
Washington, DC 20005
Phone: (202) 478-6040
Urban Institute
Email: bcook@apluurban.org

Angela Boatman
Boston College
Email: angela.boatman@bc.edu

Bradley Curs
University of Missouri
202 Hill Hall
Columbia, MO 65211
Phone: (573) 882-2759
Email: cursb@missouri.edu

Peace Bransberger
Western Interstate Commission for Higher Education
3035 Center Green Dr Ste
Boulder, CO 80301
Phone: (303) 541-0257
Email: pbransberger@wiche.edu

Kim Dancy
Institute for Higher Education Policy
1825 K Street NW, Suite 720
Washington, DC 20006
Phone: (202) 861-8223
Email: kdancy@ihep.org

Angela Boatman
Boston College
140 Commonwealth Avenue, Champion Hall
Chestnut Hill, MA 02467
Phone: (617) 552-8128
Email: angela.boatman@bc.edu

William Doyle
Vanderbilt University
230 Appleton Place, Peabody #414
Nashville, TN 37203
Phone: (615) 322-2904
Email: w.doyle@vanderbilt.edu

Alberto Cabrera
University of Maryland
3112 Benjamin Building, Room E
College Park, MD 20742
Phone: (301) 405-2875
Email: cabrera@umd.edu
Margaret Cahalan
Council for Opportunity in Education (COE)
1025 Vermont Avenue NW, 9th Floor
Washington, DC 20005
Phone: (202) 347-7430
Email: margaret.cahalan@pellinstitute.org

A-2

Aaron Horn
Midwestern Higher Education Compact
105 Fifth Avenue S, Suite 450
Minneapolis, MN 55401
Phone: (612) 677-2768
Email: aaronh@mhec.org

Nicholas Hillman
University of Wisconsin-Madison
1000 Bascom Mall, Education Building, Room 249
Madison, WI 53706
Phone: (812) 345-1435
Email: nwhillman@wisc.edu

Jane Kim
American Council on Education
Email: jkim@acenet.edu
Jillian Klein
Strategic Education, Inc.
2303 Dulles Station Blvd
Herndon, VA 20171
Email: jillian.Klein@strategiced.com
Bao Le
Association of Public & Land Grant Universities
1307 New York Avenue NW, Suite 400
Washington, DC 20005
Phone: 202-478-6043
Email: ble@aplu.org
Matthew Mayhew
The Ohio State University
127 Arps Hall, 1945 N. High Street
Columbus, OH 43210
Phone: 202-478-6043
Email: mayhew.65@osu.edu
David Monaghan
Shippensburg University of Pennsylvania
Grove Hall 433
Shippensburg, PA 17257
Phone: (717) 477-1777
Email: dbmonaghan@ship.edu
Hironao Okahana
American Council on Education
1 Dupont Cir NW
Washington, DC 20036
Phone: (202) 939-9736
Email: hokahana@acenet.edu
Kent Phillippe
American Association of Community Colleges
One Dupont Circle NW, Suite 410
Washington, DC 20036
Phone: (202) 728-0200
Email: kphillippe@aacc.nche.edu
Lauren Schudde
Judith Scott-Clayton
Columbia University of Texas at Austin
College of Education 1912 Speedway, Stop D5000
Austin, TX 78712
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Phone: (512) 471-1623
Email: schudde@austin.utexasscottclayton@exchange.tc.columbia.edu

Marvin Titus
University of Maryland
Benjamin Building 3209
College Park, MD 20742
Phone: (301) 405-2220
Independent Consultant
Email: mtitus@umd.edu
Xueli Wang
University of Wisconsin-Madison
270-H Education Building
1000 Bascom Mall
Madison, WI 0
Phone: (608) 263-5451
Email: xwang273@wisc.edu
Jeff Webster
Trellis Company
301 Sundance Parkway
Round Rock, TX 78681
Phone: (800) 252-9743
Independent Consultant
Email:
jeff.webster@trelliscompany.orgjeffwebsterhighered
@gmail.com
FEDERAL PARTICIPANTS
Benjamin Collins
Rita Zota
Congressional Research Service
101 Independence Avenue SE
Washington, DC 20540
Phone: (202) 707-7382
Email: bcollinsrzota@crs.loc.gov
Catherine Derbes

A-4

FEDERAL PARTICIPANTS

Noah Mann
Office of Management and Budget
725 17th St., NW
Washington, DC 20503
Phone: (202) 395-3256
Email: Noah_S_Mann@omb.eop.gov

Ashley Clark
Office of Management and Budget
725 17th St., NW
Washington, DC 20503
Email:
Catherine_A_Derbesashley.n.clark@omb.eop.gov

Jordan Matsudaira
U.S. Department of Education, Chief Economist
400 Maryland Ave. SW
Washington, DC 20202
Phone: (212) 678-3430
Email: jordan.matsudaira@ed.gov

Neil Danberg
Office of Management and Budget
725 17th St., NW
Washington, DC 20503
Email: Neil_B._Danberg@omb.eop.gov

John Mingus, Jr.
U.S. Government Accountability Office
441 G Street NW
Washington, DC 20548
Phone: (202) 512-4987
Email: MingusJ@gao.gov

John Finamore
Amber Levanon Seligson
National Science Foundation
4201 Wilson Boulevard, Suite 965
Arlington, VA 22230
Phone: (703) 292-2258
Email: jfinamoralevanon@nsf.gov

Jagir Patel

The White House
Office of Management and Budget
725 17th Street NW
Washington, DC 20503
Email: JPatel@omb.eop.gov
Daniel Pollard
U.S. Department of Education, Federal Student Aid
830 First St NE
Washington, DC 20002
Phone: (202) 377-3389
Email: Daniel.Pollard@ed.gov
Rich Williams
U.S. Department of Education, Office of
Postsecondary Education
400 Maryland Avenue, S.W.
Washington, DC 20202
Email: rich.williams@ed.gov
U.S. DEPARTMENT OF EDUCATION, NCES
Peggy Carr
U.S. Department of Education
550 12th Street SW
Potomac Center Plaza (PCP), Room 4054
Washington, DC 20202
Phone: (202) 245-6168
Email: Peggy.Carr@ed.gov

A-5

Carrie Clarady
U.S. Department of Education, OMB Liason
725 17th St., NW
Washington, DC 20503
Phone: (202) 245-6347
Email: carrie.clarady@ed.gov

Email: david.richards@ed.gov

Chris Chapman
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
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
Carrie Clarady
U.S. Department of Education, NCES
Email: carrie.clarady@ed.gov
Tracy Hunt-White
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
Tara Lawley
U.S. Department of Education, NCES
550 12th Street SW
Potomac Center Plaza (PCP), Room 4167
Washington, DC 20202
Phone: (202) 245-7081
Email: tara.lawley@ed.gov
Gail Mulligan
U.S. Department of Education, NCES
550 12th Street SW
Potomac Center Plaza (PCP), Room 4037
Washington, DC 20202
Phone: (202) 245-8413
Email: Gail.Mulligan@ed.gov
David Richards
U.S. Department of Education, NCES
550 12th Street SW
Potomac Center Plaza (PCP), Room 4037
Washington, DC 20202
Phone: (202) 245-6202
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Sean Simone
U.S. Department of Education, NCES
550 12th Street SW
Potomac Center Plaza (PCP), Room 4037
Washington, DC 20202
Phone: (202) 987-0764
Email: david.richards@ed.gov

AMERICAN INSTITUTES FOR RESEARCH
Emma Cohen
American Institutes for Research
Email: ecohen@air.org
Benjamin Farber
American Institutes for Research
Email: bfarber@air.org

Charles Sanchez
U.S. Department of Education, NCES
Email: charles.sanchez@ed.gov

Dana Shaat
American Institutes for Research
Email: dshaat@air.org

Sean. Simone@ed.gov
U.S. Department of Education, NCES
Email: Sean.Simone@ed.gov

RTI INTERNATIONAL
Chris Bennett
RTI International
Email: cbennett@rti.org
Michael Bryan
RTI International
3040 East Cornwallis Road
P.O. Box 12194
Research Triangle Park, NC 27709
Phone: (919) 541-7498
Email: mbryan@rti.org
Alyson Caruso
RTI International
RTI International
3040 East Cornwallis Road
P.O. Box 12194
Research Triangle Park, NC 27709
Phone: 919-541-6027
Email: acaruso@rti.org
Darryl Cooney
RTI International
3040 East Cornwallis Road
P.O. Box 12194
Research Triangle Park, NC 27709
Phone: (919) 316-3486
Email: dcooney@rti.org
Jeff Franklin
RTI International
3040 East Cornwallis Road
P.O. Box 12194
Research Triangle Park, NC 27709
Phone: (919) 485-2614
Email: jwf@rti.org
Harper Haynes
RTI International
3040 East Cornwallis Road
P.O. Box 12194
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Research Triangle Park, NC 27709
Phone: (919) 541-6205
Email: hhaynes@rti.org

Jordan Holley
RTI International
3040 East Cornwallis Road
P.O. Box 12194
Research Triangle Park, NC 27709
Phone: (919) 541-6244
Email: jmholley@rti.org
Joshua Pretlow
RTI International
3040 East Cornwallis Road
P.O. Box 12194
Research Triangle Park, NC 27709
Phone: (919) 541-6432
Email: jpretlow@rti.org
Nestor Ramirez
RTI International
3040 East Cornwallis Road
P.O. Box 12194
Research Triangle Park, NC 27709
Phone: (919) 316-3810
Email: nramirez@rti.org
Jerry Timbrook
RTI International
3040 East Cornwallis Road
P.O. Box 12194
Research Triangle Park, NC 27709
Phone: (919) 541-8967
Email: jtimbrook@rti.org
Ashley Wilson
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
RTI International
3040 East Cornwallis Road
P.O. Box 12194
Research Triangle Park, NC 27709
Phone: (919) 541-6870
Email: jennifer@rti.org

A-8

Appendix B
Confidentiality for Administrative Record
Matching

B-1

B.1

Develop Linkages with Administrative Data Sources

Linkages will be developed with existing data sources to supplement the 2020/25 Beginning Postsecondary
Students Longitudinal Study (BPS:20/25). The National Center for Education Statistics (NCES) recognizes the
great value added to the BPS:20/25 data file with the addition of data from specific administrative data sources
given that certain data, such as specific financial aid amounts and associated dates, can only be accurately
obtained from sources other than the student. NCES postsecondary studies, including previous cycles of the
National Postsecondary Student Aid Study (NPSAS), the Beginning Postsecondary Students Longitudinal Study
(BPS), and the Baccalaureate and Beyond Longitudinal Study (B&B), have included file merges with many
existing sources of valuable data, including the Department of Education’s (ED) FAFSA Processing System
(FPS, formerly known as the Central Processing System (, or CPS) for Free Application for Federal Student Aid
(FAFSA) data,), the National Student Loan Data System (NSLDS), the National Student Clearinghouse (NSC),
College Board, and the Veterans Benefits Administration’s (VBA) data. For this study, NCES will perform file
merges with the following datasets: CPSFPS, NSLDS, NSC, and VBA.
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 BPS:20/25 according to 34 CFR §99.31.
Secure Data Transfers. In order to transfer data between the BPS:20/25 contractor and owners of the desired
datasets, data files will undergo validated encryption and be transferred through a secure electronic data transfer
system (https://transfer.ies.ed.gov/) using Secure Sockets Layer (SSL) technology. The contractors must be
registered users of the NCES Members Site with privileges set to allow them to use the secure data transfer
service. These privileges are set up and carefully controlled by the Institute of Education Sciences (IES) Chief
Technology Officer (CTO). This service has been designed specifically for the secure transfer of electronic files
containing personally identifiable information (PII), such as social security numbers (SSNs), names, and dates of
birth of study sample members along with their survey IDs (different from the IDs used in the restricted-use
data files), 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-toOther-Agency data transfers. Matching of sample members to the external datasets will be initiated by: (a) the
BPS:20/25 contractor creating a password-protected, encrypted file containing sample members’ PII; (b)
uploading the electronic file to the file transfer system for pick-up by the external data source; and (c) the
external data source processing the data on their database and providing the matched data on the file transfer
system for secure download. The party uploading data into the file transfer system is responsible for deleting the
file(s) after the successful transfer has been confirmed. Software has been developed to create the files for the
merge and also to read the data received. All matching processes are initiated by the BPS:20/25 data collection
staff providing a file with one record per sample member to be merged. This service will be used for the file
matching procedures described below, except in instances when the vendor already has a secure data transfer
system in place.
B.2
File Merge with ED CentralFSA’s Free Application for Federal Student Aid (FAFSA®)
Processing System (CPSFPS)
File merges will be performed by the contractor with the CPS dataFPS containing federal student aid application
information. The merge with CPSFPS will only occur for cases with an SSN that meets the criteria for validity. A
file containing the SSN and the first two letters of the sample member’s last name (but no other information)
will be electronically uploaded to the FAFSA secure website for matching. Access to the FAFSA data site is
restricted to authorized users who are registered and provide identification/authentication information (ID,
password, and token key). The file is retrieved by the CPS (FAFSA contractor data system) for linkage. The
linked file, containing student aid applications for matched records, is then made available to the data collection
contractor through a secure connection, which also requires ID, password, and token key. Note that this is the
current process, and it may need to be adjusted based on the requirements of the new FPS system. Files will be
B-2

downloaded directly into the contractor’s Enhanced SecurityFIPS Moderate Network (ESN).. All CPSFPS files
will be processed, edited, and documented for inclusion in the final restricted use file (RUF).
B.3

File Merge with National Student Loan Data System (NSLDS) Disbursement

A file merge will be conducted with NSLDS to collect federal loan and Pell Grant data. The resulting file will
contain cumulative amounts for each student’s entire postsecondary education enrollment. There are two
methods for obtaining NSLDS data. One is an automated process developed specifically for NCES studies. A
file containing SSNs, names, and dates of births are uploaded through the same secure connection discussed in
section B.2 for CPS which requires ID, password, and token key. The results file is transmitted back to the study
contractor using the same system. In the second process for obtaining NSLDS data, the study contractor
uploads a file of SSNs via IES File Transfer System. The file merge is performed using custom SQL queries and
matched files are downloaded through the same IES site.
B.4

File Merge with the National Student Clearinghouse (NSC)

The NSC will be used to obtain the Student Tracker data on institutions attended, enrollment dates, and degree
completions for the BPS:20/25 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
PII will be encrypted and then submitted to the Clearinghouse using their secure FTP site. All files received by
NSC will be securely stored using current industry standard tools that meet the U.S. federal encryption standard.
Results files will be returned to the contractor through the same encrypted FTPS site. The contractor has a data
use agreement in place with NSC for NPSAS:24 that includes BPS:20/25.
B.5

File Merge with the Veterans Benefits Administration (VBA)

To identify veterans and their federal Veteran’s education benefits, a file merge will be performed with VBA
data, containing the military service records of all applicable sample members, so that variables pertaining to
military service can be derived. The data obtained from VBA will also contain detailed information on veterans’
federal education benefit amounts and the enrollment information associated with those benefits. Matching of
sample members to VBA data uses PII to assist VBA staff in performing confirmatory data quality checks. The
data collection contractor will initiate this process by providing a file containing sample member information to
the VBA as a password-protected, encrypted file uploaded through the secure IES data transfer system for pickup by the VBA. The VBA will process the data on their database and provide the matched data on the IES File
Transfer system for secure download.
B.6

Other Potential File Merges

The B.6BPS:20/25 contactor could explore matches to additional data providers such as Experian and the
National Directory of New Hires (NDNH). As with all other file merges, the contractor will store PII within the
FIPS Moderate Network, use approved secure file transfer methods, and ensure matched data are stored and
used in accordance with the relevant data-use agreement.
B.7

Processing Administrative Data

The BPS:20/25 contractor will send files for matching during data collection. Files may need to be matched to a
source (e.g., CPS or NSLDS) more than once during the course of the full-scale study. All of the collected
information may be used only for statistical purposes and may not be disclosed, or used, in identifiable form for
any other purpose except as required by law (20 U.S.C. §9573 and 6 U.S.C. §151). The data from all of these
sources, when allowed by the vendor and stripped of direct identifiers, will be delivered for inclusion on the RUF
and will be used for creating derived variables. The derived variables will be available on DataLab’s PowerStats.
Both direct-pull and derived variables will be documented thoroughly. Data will also be used for locating sample
members, for panel maintenance and communications encouraging survey participation.
B-3