Required Services
Unallowable or Allowable Costs
Eligibility
Allowable Services
Record Keeping & Assurances
100

Name two of the services all Upward Bound projects must provide

(1) Academic tutoring to enable students to complete secondary or postsecondary courses

(2) Advice and assistance in secondary and postsecondary course selection;

(3) Assistance in preparing for college entrance examinations and completing college admission applications;

(4) (i) Information on the full range of Federal student financial aid programs and benefits & resources for locating scholarships; and

(ii) Assistance in completing financial aid applications, 

(5) Guidance on and assistance in—

(i) Secondary school reentry;

(ii) Alternative education programs for secondary school dropouts that lead to the receipt of a regular secondary school diploma;

(iii) Entry into GED programs; or

(iv) Entry into postsecondary education; and

(6) Education or counseling services designed to improve the financial and economic literacy of students or the students' parents, including financial planning for postsecondary education.

(b) Instruction in—

(1) Mathematics through pre-calculus; (2) Laboratory science;(3) Foreign language;(4) Composition; and (5) Literature.

100

Books for a Book Club

ALLOWABLE:  supplies that support the delivery of services to participants, including technology used by participants in a rigorous secondary school program of study. 

100

TRUE OR FALSE:  UB/UBMS programs need to revalidate a participant's eligibility each year

FALSE:  A UB/UBMS program does not have to revalidate a participant's eligibility after the participant's initial selection. 

100

Cultural Events

YES! Exposure to cultural events, academic programs, and other activities not usually available to disadvantaged youth

100
Name one of the items that must be in a participant's file

Documentation of:

Eligibility, Services received, Need for academic support to pursue PSE, Educational progress, PSE enrollment and/or progress, other Federally funded program services

200

TRUE OR FALSE:  UB programs must have a summer program of at least 4 weeks

Regular Upward Bound projects—

(1) Must provide participants with a summer instructional component that is designed to simulate a college-going experience for participants, and an academic year component; 

(b) A summer instructional component shall—

(1) Be SIX weeks in length unless the grantee can demonstrate to the Secretary that a shorter period will not hinder the effectiveness of the project nor prevent the project from achieving its goals and objectives, and the Secretary approves that shorter period; 

200

A graduation Ceremony in May plus a Closing Banquet in July

UNALLOWABLE:  Costs for ONE project-sponsored banquet or ceremony.

200

Name one of the approved ways of documenting a participant's low-income status

(i) A signed statement from the student's parent or legal guardian regarding family income;

(ii) Verification of family income from another governmental source;

(iii) A signed financial aid application; or

(iv) A signed United States or Puerto Rican income tax return.

200

Mentoring by Elementary School Teachers

Yes! Mentoring programs involving elementary school or secondary school teachers or counselors, faculty members at institutions of higher education, students, or any combination of these persons

200

Name one of the approved ways of documenting a participant's low-income status

(i) A signed statement from the student's parent or legal guardian regarding family income;

(ii) Verification of family income from another governmental source;

(iii) A signed financial aid application; or

(iv) A signed United States or Puerto Rican income tax return.

300
TRUE OR FALSE:  All science classes must be in a lab

FALSE:  UB/UBMS programs must include A laboratory science as a part of its core curriculum

300

University Student Activities Fees for participants

ALLOWABLE:  Student activity fees for Upward Bound participants.

300

TRUE OR FALSE:  Only students who are U.S. Citizens can participate in UB/UBMS

FALSE:  Permanent residents, as well as those who have applied for permanent resident or citizen status (plus PRs of Guam, N. Mariana Islands or the Freely Associated States) can apply

300

English language instruction for participants with limited proficiency in English

YES! Courses in English language instruction for project participants with limited proficiency in English and for whom English language proficiency is necessary to succeed in postsecondary education

300

How many participants in a UB or UBMS can be only first-generation or only low-income (not both)

One Third (Two Thirds must be BOTH LI and FG)

400

What additional services are UBMS programs required to provide?

(1) Intensive instruction in mathematics and science, including hands-on experience in laboratories, in computer facilities, and at field-sites;

(2) Activities that will provide participants with opportunities to learn from mathematicians and scientists who are engaged in research and teaching at the applicant institution, or who are engaged in research or applied science at hospitals, governmental laboratories, or other public and private agencies;

(3) Activities that will involve participants with graduate and undergraduate science and mathematics majors who may serve as tutors and counselors for participants; and

(4) A summer instructional component that is designed to simulate a college-going experience that is at least six weeks in length and includes daily coursework and other activities as described in this section as well as in § 645.11.

400

Housing for a Tutor/Mentor who is living on campus during a Summer Academy, where students travel home each night 

UNALLOWABLE:  Room and board for those persons responsible for dormitory supervision of participants during a RESIDENTIAL summer component.

400

What is required to document a participant's first generation college student status?

A signed statement from a dependent participant's parent, or a signed statement from an independent participant.

400

Stipend of $40/month in AY & $60/month in summer

For the academic year component, the stipend may not exceed $40 per month; and the stipend may not exceed $60 per month for the summer school recess for a period not to exceed three months

400

TRUE OR FALSE:  A student who is in the spring of their senior year cannot be a participant

TRUE:  No student will be denied participation in a project because the student would enter the project after the 9th grade 

500

TRUE OR FALSE:  UBMS programs MUST have an academic-year program/services

FALSE!  

Math Science Upward Bound Centers MAY also include—

(2) An academic year component designed by the applicant to enhance achievement of project objectives in the most cost-effective way taking into account the distances involved in reaching participants in the project's target area.

500

Tuition fees for a UB/UBMS student to take a dual enrollment course at CCP

UNALLOWABLE:  Tuition costs for postsecondary credit courses at the HOST INSTITUTION for participants in the summer bridge component. 

500

TRUE OR FALSE:  An eighth grade student who is at least 12 years can be a participant

FALSE:  At the time of initial selection, the student must have completed the eighth grade and be at least 13 years old but not older than 19

500

Work-Study Positions

YES! Work-study positions where youth participating in the project are exposed to careers requiring a postsecondary degree (Max pay is $300 stipend)

500

TRUE OR FALSE:  A UB or UBMS program can have a director who works for them part-time

TRUE: 

A grantee must employ a full-time project director unless—

(i) The director is also administering one or two additional programs for disadvantaged students operated by the sponsoring institution or agency;