The purpose of the IPEDS Finance component is to collect basic financial information from items associated with the institution's General Purpose Financial Statements.
- Student Success Research & Analysis (SSRA) Data Coordinator for IPEDS creates user ID's for University Controller's Office (UCO) Data Coordinator and Accountable Officer on behalf of the Keyholder.
- UCO Data Coordinator inputs data to IPEDS portal.
- UCO Data Coordinator runs edit report.
- SSRA Data Coordinator runs checks and balances on edit report and survey data.
- Project Management & Business Analysis (PMBA) creates External Data Request (EDR) for submission in JIRA based on IPEDS calendar.
- PMBA gets survey package from IPEDS for Box folder.
- UCO sends relevant documentation to PMBA for Box.
- PMBA creates sign-off.
- PMBA sends sign-off via DocuSign.
- UCO Data Coordinator, UCO Accountable Officer and Key-holder sign off.
- First lock by Key-holder.
Submission Year | Reporting Criteria | Comments | Type | |
---|---|---|---|---|
1 | 2020-21 | Using GASB Reporting Standards:
| Change | |
2 | 2020-21 | Using FASB Reporting Standards:
| Change | |
3 | 2020-21 | For-Profit Institutions:
| Change | |
4 | 2020-21 | Report data to accurately reflect the time period corresponding with the IPEDS survey component, even if such reporting is seemingly inconsistent with prior-year reporting. For example, if a summer term began later than usual due to Coronavirus Pandemic postponements, continue to report using the timeframes as defined in the IPEDS instructions. NCES expects that some data reported during the 2020-21 data collection year will vary from established prior trends due to the impacts of Coronavirus Pandemic. If an error edit is triggered even when submitting accurate data, please indicate in the corresponding context box or verbally to the Help Desk that the seemingly inconsistent data are accurate and reflect the effects of Coronavirus Pandemic. | Reminder |
Box Folders
IPEDS Survey Materials
- Changes to the 2022-23 IPEDS Data Collection
- 2021-22 Survey Materials
- Changes to the 2021-22 IPEDS Data Collection