RNL enrollment and financial aid models

Todd Feathers filed this request with the Black Hills State University of South Dakota.

It is a clone of this request.

Due April 8, 2022
Est. Completion None
Status
Awaiting Response

Communications

From: Todd Feathers

To Whom It May Concern:

Pursuant to the South Dakota Open Records Law, I hereby request the following records:

1) All contracts with Ruffalo, Noel, Levitz (RNL) since Jan. 1, 2018 for enrollment management and financial aid optimization services.

2) The following documents/reports provided to the university by RNL since Jan. 1, 2018:

- ForecastPlus model reports for the prospect model, inquiry model, and admit model . I have attached an example of one of these reports from the University of Nebraska-Kearney, for your reference.

- Historical Research & Competitor Benchmarking reports. RNL describes these documents as "a comprehensive investigation of undergraduate student enrollment behaviors related to their needs, academic credentials, population segments, and financial aid offers (approximately 100+ pages)."

- Econometric Modeling reports. RNL describes these models as "logistic regression models based on two or three years of historical information and the goal is to understand ... how student variables, such as household income, ZIP code, academic profile, etc. interact with one another, so we can predict how changes in some variables will affect the future course of others."

- Revenue Optimization & Simulation reports. RNL describes this service thusly: "this tool determines the appropriate amount of financial aid—down to the student level—and creates a series of optimized awarding parameters that can influence the recommended awarding structure."

3) De-identified copies of all enrollment and financial aid model datasets received from RNL for 2021-2022 school year applicants, containing:
- All non-identifiable variables for each applicant that the university supplies to RNL for the purpose of building and training its predictive models (i.e., GPAs, majors, test scores, etc.)
AND
- All output data fields (i.e., model scores, receptivity scores, lead categories, etc.) generated by RNL's predictive models for each applicant.

With regards to item 4 of my request, please note that I am asking for a de-identified data set that does not include fields that could be used to identify an individual applicant (e.g., name, address, SSN). These fields can easily be redacted by deleting those columns from the responsive spreadsheet.

I ask that all fees be waived as intend to use the requested records to further public understanding of public agencies and not for any commercial purpose. In the event you choose to impose fees, I request a detailed breakdown of the fees, including the hourly wage of each employee involved and an explanation justifying the employee hours required to fulfill the request.

Should you choose to reject this request or redact portions of responsive documents, I ask that you provide a detailed breakdown of the statutory exemptions and associated case law underlying your decision to withhold each/any portions from public review.

The requested documents will be made available to the general public, and this request is not being made for commercial purposes.

In the event that there are fees, I would be grateful if you would inform me of the total charges in advance of fulfilling my request. I would prefer the request filled electronically, by e-mail attachment if available or CD-ROM if not.

Thank you in advance for your anticipated cooperation in this matter. I look forward to receiving your response to this request within 10 business days, as the statute requires.

Sincerely,

Todd Feathers

From: Black Hills State University

Dear Todd Feathers,

Black Hills State University is in receipt of your email received March 10, 2022 requesting records. I am responding to your request as Black Hills State University's Custodian of Records for the purpose of the South Dakota Public Records Act. This open records response and applicable information is being provided to you in accordance with SDCL § 1-27-37.

The University is partially fulfilling your request in this email.

1. On item 1 below, you requested any contracts we have with RNL since 1/1/2018. You can find our contracts on the Open SD website. Specifically, if you go to the page https://open.sd.gov/contracts.aspx and search under the Board of Regents Department and Vendor Name containing "Ruffalo", you will find contract number BFAS92020. The full contract can be found when clicking through the link. This fulfills request 1.

2. On item 2, you requested ForecastPlus model reports from our RNL contract. We did not purchase that package from RNL, and so we have nothing to turn over. This closes request 2.

3. On item 3, you requested de-identified copies of enrollment and financial aid datasets from RNL for the 2021-2022 school year. We are currently evaluating this request for records and determining how best to fulfill the needs of the public. You will receive follow-up correspondence on this request.

4. You mention an item 4 in your email, but it seems to be referencing item 3. Please clarify if I am misinterpreting.

Dr. Rich Loose
Director of Institutional Research
Woodburn 218
Black Hills State University
(605) 642-6355

From: Todd Feathers

Hello Dr. Loose,

Thank you very much for your help with this request and the quick response. You are correct—the reference to item 4 was a typo, it should have been item 3.

Please let me know if you have any other questions!

Todd

From: Black Hills State University

On item 3, we have determined we do not have the requested records in de-identifiable and producible formats, and we cannot produce them through standard database query. We are therefore denying this portion of your request.
Should you wish to appeal this response, you may within ninety (90) days of this response file a notice of review with the South Dakota Office of Hearing Examiners pursuant to SDCL 1-27-38.
Dr. Rich Loose
Director of Institutional Research
Woodburn 218
Black Hills State University
(605) 642-6355

From: Todd Feathers

Hello Dr. Loose,

Thank you very much again for all your help on this, I really appreciate it!

I recently received a document from another university that uses RNL's enrollment models called a "2021 Search Analysis." I've attached the table of contents for it (the whole file was too big to attach over MuckRock).

I was wondering whether BHSU has similar reports for its 2021 or 2022 RNL models? This is exactly the kind of document I was looking for, but I'm happy to submit another request if that makes things easier!

Best,
Todd

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