The R2 journey is complex, and the landscape around it is constantly evolving. AAP Insights is where we share what we are learning, from Carnegie Classification methodology and HERD survey trends to the institutional strategies, policy developments, and research that shape the path from RCU to R2. Our goal is to offer analysis and perspective that is useful to institutional leaders navigating this journey. Every piece we publish is intended to help RCU institutions understand what R2 requires and what it takes to get there.
AAP Insights
How F&A Recovery Works, and Where the Dollars Go
When a grant is awarded, a portion of the money is set aside to cover the shared costs of doing research, such as lab space, utilities, compliance, and the staff who keep everything running. It is often called “overhead,” and many people assume a 42% rate means 42% of the award disappears into it. It does not. In this post, we use a simple $100,000 grant to show what actually happens to the money, why two awards of the same size can bring in very different amounts, and where the recovered dollars end up across the university. If you have ever wondered how grant funding really works, this is a good place to start.
The Doctorate Count Is Not as Simple as It Looks
Research expenditures are only half of the Carnegie R2 equation. The other half runs through IPEDS. This piece walks through what qualifies a degree as a research doctorate, what an institution can do to reconcile its reported count with Carnegie's definition, and how to plan around Carnegie's reporting timeline. A practical companion to "HERD Is More Than a Number."
What aspiring R2 universities need to understand before they build a growth strategy
HERD Is More Than a Number: What aspiring R2 universities need to understand before they build a growth strategy
For universities working toward Carnegie R2 status, the HERD Survey often gets reduced to a single question: are we above or below $5 million? In reality, HERD measures whether an institution can identify, classify, document, and explain the research it actually performs. This piece unpacks common misconceptions, like assuming all grant awards count, and outlines the questions institutional leaders should be asking before setting an R2 growth target.
R2 Designation: What RCU Institutions Need to Know
R2 designation comes down to 2 thresholds. Questions about the path to get there? We answer the ones RCU institutional leaders ask most.
The Carnegie Paradox: Mission-Centered Institutions and the Realities of Striving for R2
Pursuing R2 designation looks different when your institution has a teaching mission. A 2024 report on HBCUs and the Carnegie system reveals tensions that resonate across a broad range of mission-centered institutions and highlights important considerations for how to pursue R2 without losing sight of your mission.