oklahoma’s promise

Oklahoma’s Promise

Scholarship & Grant TrainingJuly 22, 2014

Carol AlexanderOklahoma State Regents for Higher Education

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Resource PageFinancial Aid Resources for Institutions

http://www.okhighered.org/admin-fac/FinAidResources/

One location for up-to-date information including: Administrative rules and statutes Report form templates Reporting instructions Other information related to OSRHE financial aid

programs

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OK PromiseEligibility Report

https://www.okhighered.org/ohlap/ohlapelig/Login.aspx Same username and password as O-SAFE Multiple Report Options:

Current Eligibility (2013-14) Current Eligibility (2014-15) Potential Eligibility (2014 grads only)

Two Processing Options: Individual Batch

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Reports

2013-14 EligibilityVerification of students for 13-14 school year

(Fall 13, Spring 14, Summer 14)

2014-15 EligibilityVerification of students for 14-15 school year

(Fall 14, Spring 15, Summer 15)

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Reports (cont.)

Potential Eligibility – contains current seniors who are enrolled in the program and potentially eligible to receive the scholarship in the fall.Potentially Eligible – still processingNot an OKPromise Student – processing

completed and have been moved off of the potential list

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OKPromiseFile created by institution

Column A SSN

Column B Student ID

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OKPromiseFile returned to the institution

Eligible – student have passed the HS paperwork and the 2nd income check Not eligible – student did not complete the program rqmts Potentially Eligible – Current/Recent HS grad; not completely processed

(we may be waiting on the HS paperwork or the 2nd income check.) Not an OKPromise student – student does not show on Potential Eligibility

Column A = ID Column B =

Elig/Not Column C = Elig.

code for text file Column D/E =

Expiration Date Column F =

Student last name Column G/H =

Date enrolled in OKP

Colum I/J = HS Grad Year

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Troubleshooting Eligibility Report Errors

Error: the # of columns does not match …Answer: too many columns in your spreadsheet or SSN field may be blank

Error: Website requires you to login to use … or “the specified request cannot be executed from current application pool.”Answer: Save the file to a lower version (Microsoft Office Excel Workbook.xls)

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Troubleshooting (cont.)

Problem: Found a student in May; the following September, the student is not on the list.

Answer: Student’s eligibility has probably expired.

*5 year (or bachelor’s degree earned) expiration

*3 year expiration – if the student is attending college for the first time, you might suggest they contact us.

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Troubleshooting (cont.) Problem: Student is coming up as “not eligible”

Answer: Student did not complete the rqmts.Possible incorrect SSNNo SSN on record

Question: Why does one OKPromise student have an expiration date and another does not?Answer: The 1st student has a disbursement on record with OKPromise; the 2nd does not (yet).

Troubleshooting (cont.)

Problem: you click ‘start process’ and nothing happens.Answer: this is an Internet Explorer issue; you’ll need to get an instruction doc. from me that will show you how to adjust a security setting.

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Automating your OKPromise claim

Do as much as you can electronically Pulling data from your FA Management

System into your claim form Please share your practices or ideas

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OKPromise Helpful Tips

Financial Aid handbook FAQ for HS Seniors & FAQ for College

Students OKPromise Scholarship Rates

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Cooperative Alliance An agreement between one or more public Oklahoma

institutions and one technology center as a joint vision of a collaborative partnership designed to benefit students and enhance the technical workforce in that part of Oklahoma. A Cooperative Alliance is voluntary and agreed upon by all partners and their governing boards. The State Regents for Higher Education and the State Board of Career and Technology Education review and approve the agreement for each Cooperative Alliance. The approved Cooperative Alliance agreement remains in force until the governing boards of the Cooperative Alliance partners dissolve the agreement.

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Cooperative Agreement

A formal, academic program offered by institutions in the Oklahoma State System for Higher Education that includes approved courses taught by a CareerTech technology center and leads to an Associate in Applied Science (AAS) degree or a college-level certificate in a technical or occupational field.

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Cooperative Agreement (cont.)

Students should follow the rules of the cooperative agreement.

Co-enrolled; must pay charges to institution Claim should show name of coop agmt

program (i.e. Applied Tech) and name of the public institution

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Contact Information

okpromise@osrhe.eduOR

1.800.858.1840 (option 2)

Carol Alexander: calexander@osrhe.eduKelley Norris: knorris@osrhe.edu

Claim Processing

Claim Instructions Sample claim Refund sample

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