1 Oklahoma Tuition Aid Grant Program Scholarships & Grants Workshop July 11, 2012

2 OTAG 2011 In AY , an estimated 21,000 students received approximately $19 million in OTAG awards. OTAG appropriations for : $19,115,722

OTAG Program FAFSA Receipt Deadline for Best Consideration: March 10, 2012 EFC cutoff: 1700 Non Resident FT Active Military students, spouses and dependents eligible for OTAG Students who are ineligible for Pell, will also be ineligible for OTAG

4 AWARD CLAIM FORMS Pre-populated Award Claim Forms will be set to FT for Enrollment status Award Claim Form will be placed on O-Safe upon request Award Claim Form Template is available on OTAG website for schools wishing to create their own reports Schools will need to monitor LEU for students who have reached lifetime eligibility for PELL.

OTAG Program award schedule: FALL 2012 Deadline for submitting Initial Fall Award Claim Form: October 1, 2012 Deadlines for submitting final Fall Award Claim Form: November 13, 2012 Institutional Notification for Pending Return of Funds to OTAG: December 3, 2012 Deadline for OSRHE to notify institutions of any changes for Spring 2013 awarding criterion: December 10, 2012

OTAG Program award schedule: SPRING 2013 Deadline for submitting Initial Spring Award Claim Form: March 4, 2013 Deadlines for submitting final Spring Award Claim Form: April 8, 2013 Institutional Notification of Pending Return of Funds to OTAG: April 19, 2013 Deadline for OSRHE to notify institutions of any Summer OTAG awards: May 1, 2013

7 OTAG ANNOUNCEMENTS All announcements regarding OTAG are made through the OASFAA Listserv. You can subscribe to the listserv at

8 OSRHE Secure File Exchange

9 Data Security All reports containing confidential student information must be delivered through OSRHE Secure File Exchange No data containing student SSNs communicated through Internet mail – no reports, no inquiries, no updates NO EXCEPTIONS  

10 Secure File Exchange Vehicle for exchanging confidential student data OK Promise Claim Forms OTAG Award Claim Forms and Disbursement Reports OTEG Award Claim Forms Academic Scholars Reports Other Scholarship Program Reports Any other document that lists a student’s name and SSN

11 Resource Page Financial Aid Resources for Institutions 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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14 OTAG Disbursement Report

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16 Payment Process OTAG Fund requests are run twice a week – Tuesday and Friday at noon Funds to and from Public Institutions will be transferred electronically Career Technology schools and Private Colleges will continue to receive paper checks until further notice.

17 OTAG Contacts General Information General inquiries / Toll Free FAX: Irala Magee Shipra Sinha Candice Campbell

18 Comments and Suggestions?