Record Keeping for Upward Bound Programs
Sample Forms for Upward Bound Programs
Sample forms used in the California State University Chico Upward Bound Programs, provided by Mr. David Ferguson.
- Alumni Tracking/Follow Up Survey (alumtrack.pdf)
- Application Checklist (checklst.pdf)
- Academic Contract (contract.pdf)
- Field Trip Behavior Contract (fieldtrip.doc)
- Letter of Recommendation Request Form (letrecreq.pdf)
- Student Needs Assessment Survey (needs.doc)
- Computer Use and Network Contract (network.doc)
- Summer Student Contract (sumcontr.pdf)
- Field Trip Checklist (tripcheck.doc)
- Tutor/Advisor Contact Record (tutcont.pdf)
- Program Application (applic.doc)
University of Washington TRIO Training Presentations
Log in at http://etrio.org/ to access the presentations listed below. Please register as a "New User."
Electronic Record Keeping: Storage, Back Up, and Archiving
- Online Presentation with Audio
Have you ever experienced a laptop or hard drive failure and lost data? Will your data be safe in the event of a natural disaster? Find out more about the different types of storage options available to back up and archive data. Presented by Dr. Lynn Churchill at the TRIO Training in Waikoloa, HI on April 5, 2008.
Guidelines for Electronic Record Keeping Systems
- Online Presentation with Audio
Special session presented by U.S. Department of Education Staff at the Washington D.C. training on March 9, 2007. Are you ready for a site visit or an audit? Learn more about record keeping requirements for TRIO programs.
Data Security - Online Presentation with Audio
Find out how to safeguard the sensitive data your program collects, such as social security numbers, tax forms, and confidential information. Presented by Dr. Lynn Churchill at the Washington D.C. training on March 9, 2007.
Data Wizard Demo: Student Needs Assessment
This database wizard provides a quick and easy way to record and document the needs of your students and the results of assessments taken within your program. Presented by Mike Moser at the TRIO Training in St. Charles, IL, May 7, 2007.
Not with Upward Bound? See our Record Keeping archived information from the 2006-2008 grant cycle for EOC, McNair, Student Support Services, and Talent Search programs.
U.S. Department of Education Resources
U.S. Department of Education Home Page
http://www.ed.gov
The U.S. Department of Education home page.
Federal TRIO Programs
http://www.ed.gov/about/offices/list/ope/trio/index.html
The Federal TRIO Programs home page.
Code of Federal Regulations
http://www.gpoaccess.gov/cfr/index.html
"The Code of Federal Regulations (CFR) is the codification of the general and permanent rules published in the Federal Register by the executive departments and agencies of the Federal Government."
TRIO Legislation
http://www.ed.gov/about/offices/list/ope/trio/triohea.pdf
The text of the Higher Education Act of 1965 and 1998 Higher Education Act Amendments Subpart 2 in Adobe PDF format.
TRIO Poverty Guidelines
http://www.ed.gov/about/offices/list/ope/trio/incomelevels.html
Federal TRIO Programs Annual Low Income Levels by Size of Family Unit and State of Residence.
Federal Register Documents
http://www.ed.gov/news/fedregister/index.html
"This directory contains documents published in the Federal Register by the U.S. Department of Education."
Research & Statistics
http://www.ed.gov/rschstat/landing.jhtml
The Research & Statistics section of the U.S. Department of Education Web Site.
Upward Bound
http://www.ed.gov/programs/trioupbound/index.html
Purpose | Eligibility | Applicant Info | Awards | Performance | Funding Status | Laws, Regulations, & Guidance | Resources | FAQs | Contacts
Grantee Level Performance Results
Upward Bound Math/Science
http://www.ed.gov/programs/triomathsci/index.html
Purpose | Eligibility | Applicant Info | Awards | Performance | Funding Status | Laws, Regulations, & Guidance | Resources | FAQs | Contacts
Grantee Level Performance Results

