[Oasfaa] OTAG Awarding

Danielle Wellman danielle.wellman at okbu.edu
Mon Dec 6 08:27:59 CST 2021


Good Morning! I know it was discussed on the zoom last week that it would be helpful to know how other schools approach the changes to OTAG. I thought I would go ahead and share what we are trying here at OBU. We started awarding in November so we had to go ahead and implement our changes early. I re-wrote our rule to remove the file by deadline and we will instead approach it more similar to OTEG in that it will be more of a "first come first serve" to award up to a certain point but without the set deadline. Per the Regents suggestion, I went back to our 1920 allocation and used that as my baseline for how much to award (obviously awarding a little more than that to account for students who will not come). I also included in the rule that they must also have Pell to satisfy that requirement. Our rule will allow them to have increments between $200 and $2000 as the maximum and then Banner is determining that total based on percentages of unmet need, per our awarding parameters for new students. Continuing students who had it previously will default to the full $2,000 as a means of aligning with the continuously enrolled parameter.

We considered some of the other guidelines - for example awarding students who do not have other Oklahoma grants - but in doing some research on our population of students I don't think that guideline will work well for us. We don't have a large number of Oklahoma students who are Pell eligible and would not have either OHLAP or OTEG. We also looked at the high  need field guideline and, again, didn't feel we had a large enough pool of students who would meet all of the criteria there.

We are trying this is a starting point, but I'll be continuously monitoring and determining if we need to make additional adjustments. I'm open to any suggestions we may not have considered and hope this helps give someone else a starting point, as I felt a little lost starting out.

Happy Monday!


[Oklahoma Baptist University]
Danielle Wellman

Director of Student Financial Services

500 West University, OBU Box 61242 Shawnee, OK 74804

Website: okbu.edu
Phone: 405.585.5020
Fax: 405.585.5030


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Today's Topics:

   1. 2022-23 New OTAG Workshop (McMurtrey, Linette)


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Message: 1
Date: Fri, 3 Dec 2021 18:35:52 +0000
From: "McMurtrey, Linette" <lmcmurtrey at osrhe.edu>
To: "oasfaa at lists.onenet.net" <oasfaa at lists.onenet.net>
Subject: [Oasfaa] 2022-23 New OTAG Workshop
Message-ID: <aae2f61edff04026aee8bafea0276da0 at osrhe.edu>
Content-Type: text/plain; charset="utf-8"

Good afternoon,

Thank you for attending today's workshop. The PowerPoint presentation is attached and the zoom recording is available at the following link: https://onenet.zoom.us/rec/play/1tIJnQ7E0NdzgGW8_d2wBU5wixe03_NyZ2moyaUiJ6gYfnHZ5T-C0t_WpNMtKhKYzDOpbouCYbBYj6vj.fP9FgtgpXxftXrul.

Also attached you will find a copy of the OTAG changes approved by the State Regents at their September 2021 meeting. If you have any questions, please contact Irala Magee (imagee at osrhe.edu<mailto:imagee at osrhe.edu>) or Jess Tucker (jtucker at osrhe.edu<mailto:jtucker at osrhe.edu>).

Thank you,

Linette McMurtrey
Scholarship Programs Coordinator
Oklahoma State Regents for Higher Education
655 Research Parkway, Suite 200
Oklahoma City, OK  73104
(405) 225-9131
Fax (405) 225-9392

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