From Andrew.Hammontree at francistuttle.edu Thu Nov 4 08:18:13 2021 From: Andrew.Hammontree at francistuttle.edu (Andrew W. Hammontree) Date: Thu, 4 Nov 2021 13:18:13 +0000 Subject: [Oasfaa] Job Posting at Canadian Valley Technology Center Message-ID: Good morning, OASFAA! Some colleagues at Canadian Valley Technology Center asked me to help spread the word about a job opportunity they have for a Financial Aid Officer. Please click on the job posting below for more details. https://cvtech.tedk12.com/hire/ViewJob.aspx?JobID=269 Thanks, Andrew Hammontree, MBA, FAAC(r) Director of Financial Aid Francis Tuttle Technology Center 12777 N Rockwell Ave. Oklahoma City, OK 73142 P (405) 717-4336 F (405) 717-4392 -------------- next part -------------- An HTML attachment was scrubbed... URL: From lori.boyd at okstate.edu Thu Nov 4 08:41:46 2021 From: lori.boyd at okstate.edu (Boyd, Lori) Date: Thu, 4 Nov 2021 13:41:46 +0000 Subject: [Oasfaa] Reminder: 2022-23 Financial Aid Night Toolkit Now Available Message-ID: Reminder: 2022-23 Financial Aid Night Toolkit Now Available [Login Required] For students and parents interested in learning more about financing an education beyond high school, financial aid nights can be an invaluable source of information. NASFAA's financial aid night toolkit has recently been updated with information for the 2022-23 academic year and is now available to assist NASFAA members in conducting or providing support for these presentations. In the toolkit you'll find a slideshow designed to give students and families a basic understanding of financial aid concepts, sources of financial aid, and the application process for federal student aid. The toolkit also contains a guide to planning and conducting a financial aid night, as well as updated versions of supplemental student and parent handouts to help you give a compelling and informative presentation. The content may be presented in person or virtually. Time to file the 2022-2023 FAFSA! Application open now at fafsa.gov! [cid:image001.png at 01D5373C.65A18FB0] LORI BOYD ASSISTANT DIRECTOR OF FISCAL OPERATIONS Office of Scholarships and Financial Aid 405.744.8730 * 119 Student Union * finaid.okstate.edu [cid:image010.png at 01D5373D.52894C00] -------------- next part -------------- An HTML attachment was scrubbed... URL: -------------- next part -------------- A non-text attachment was scrubbed... Name: image001.png Type: image/png Size: 11714 bytes Desc: image001.png URL: -------------- next part -------------- A non-text attachment was scrubbed... Name: image002.png Type: image/png Size: 4958 bytes Desc: image002.png URL: From susan.dale at okstate.edu Thu Nov 4 09:41:03 2021 From: susan.dale at okstate.edu (Dale, Susan) Date: Thu, 4 Nov 2021 14:41:03 +0000 Subject: [Oasfaa] OSU Office of Scholarships and Financial Aid Position Listing Message-ID: [cid:image008.png at 01D7BAA8.03395500] Office of Scholarships and Financial Aid Financial Aid Counselor I or II Job Summary: * Provide financial aid counseling for students and parents. * Certify eligibility for specific loan, scholarship, and test fee waiver programs. * Participate in the recruitment and retention of students at Oklahoma State University. Qualifications: Required: * Bachelor's Degree * Customer service experience. * Strong interpersonal skills and excellent listening, verbal and written communication skills. * Ability to identify issues, investigate possible reasons/solutions, evaluate possible outcomes, and develop the most efficient and effective plan of action for each individual situation. * Sensitivity to the emotional nature of discussions related to finances, and the ability to balance requirements of federal, state, and institutional programs with concepts of customer service. * An ability to clearly communicate in a presentation setting to groups and to individuals. * Because of the nature of the information available to this staff member, the employee must be able to incorporate the need for confidentiality of information into every aspect of the job. * Ability to work effectively with students who become angry or upset. * Must display a consistent attitude of customer service. Preferred: * Bachelor's Degree * Experience working with students in a collegiate setting. * Public speaking experience. * Experience working in an online computer environment or with personal computer applications. * Experience working with the financial aid process and a background in personal finance. * One year of experience related to financial aid counseling. Application Procedure: * Qualified applicants please apply online at http://hr.okstate.edu/employment-opportunities * Contact Human Resources Staff for assistance at (405) 744-2909, email osu-hr at okstate.edu. * Attach a Resume, Cover Letter, and a List of Professional References. * Employment is contingent upon successful completion of a pre-employment background investigations. * Position open until filled. Oklahoma State University is a Great Place to Work! Here are just some of the perks and benefits available to OSU employees: Health Benefits * Employee-only health insurance paid by OSU * Dependent and family health insurance premiums subsidized by OSU Life Insurance * Basic employee life insurance coverage provided by OSU/A&M of two-times annualized salary up to $200,000, with accidental death and dismemberment coverage Retirement Benefits * Two retirement plans from which to choose, designed to meet the diverse and changing needs of faculty and staff Employee Assistance Program * Confidential support, resources and information for personal and work-life issues * Six free visits with a counselor * Legal support * Financial information such as budgeting, debt management, tax issues and other money concerns from CPAs, Certified Financial Planners and other financial experts OSU Tuition Waivers * Full-time faculty and staff are eligible to receive a half off tuition waiver * Children of OSU employees eligible to receive a 100% undergraduate student resident tuition waiver More Reasons to Love Working at OSU * Free Recreation Center Membership * Pete's Pet Posse, OSU's Pet Therapy Program * Discounts on OSU Athletic events Things to Love about Stillwater! * Stillwater Regional Airport's flights to Dallas daily * Boomer Lake Park's three mile trail, disc golf course and splash pad * Stillwaggin' Dog Park * Stillwater Farmer's Market * Iron Monk Brewing Company * Public transportation on and off campus * Want more information? Go to Visit Stillwater: https://www.visitstillwater.org/. [cid:image001.png at 01D5373C.65A18FB0] SUSAN DALE ADMINISTRATIVE ASSISTANT Office of Scholarships and Financial Aid 405.744.7440 * 119 Student Union * finaid.okstate.edu [cid:image009.png at 01D5373C.65A18FB0][cid:image010.png at 01D5373C.65A18FB0][cid:image011.png at 01D5373C.65A18FB0][cid:image012.png at 01D5373C.65A18FB0] [cid:image010.png at 01D5373D.52894C00] -------------- next part -------------- An HTML attachment was scrubbed... URL: -------------- next part -------------- A non-text attachment was scrubbed... Name: image001.png Type: image/png Size: 11714 bytes Desc: image001.png URL: -------------- next part -------------- A non-text attachment was scrubbed... Name: image002.png Type: image/png Size: 1076 bytes Desc: image002.png URL: -------------- next part -------------- A non-text attachment was scrubbed... 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Name: image008.png Type: image/png Size: 22707 bytes Desc: image008.png URL: From bfair at osrhe.edu Mon Nov 8 13:26:51 2021 From: bfair at osrhe.edu (Fair, Bryce) Date: Mon, 8 Nov 2021 19:26:51 +0000 Subject: [Oasfaa] December 3 Workshop for "New OTAG" in 2022-23 Message-ID: <24e6167bdd27454ebc73663e016087ee@osrhe.edu> As you may be aware, the Oklahoma Tuition Aid Grant (OTAG) is changing significantly in 2022-23. The "New OTAG" program will provide institutions important new discretion in how the grant is awarded. Institutions will need to carefully consider how to use the new discretion to support legislative priorities and institutional enrollment management goals. For some institutions, the processes for deciding financial aid awards for the fall 2022 semester may have already begun or may start soon. The attached announcement has information about a Zoom workshop we will be hosting on Friday, December 3 at 10:00 a.m. Personnel with responsibilities for financial aid, enrollment management, processing of OTAG payments, and others are encouraged to attend. Participants may RSVP at https://www.surveymonkey.com/r/OSRHENewOTAG and will be sent the Zoom link as the workshop date nears. If you have any questions about the workshop, please contact: Jess Tucker, Scholarships & Grant Specialist II, at jtucker at osrhe.edu or 405.225.9488, or Irala Magee, Assistant Vice Chancellor for Scholarships and Grants, at imagee at osrhe.edu or (405) 225-9378 Bryce Fair Associate Vice Chancellor for Scholarships & Grants Oklahoma State Regents for Higher Education Phone: 405-225-9162 Email: bfair at osrhe.edu -------------- next part -------------- An HTML attachment was scrubbed... URL: -------------- next part -------------- A non-text attachment was scrubbed... Name: New OTAG Workshop Announcement.pdf Type: application/pdf Size: 471430 bytes Desc: New OTAG Workshop Announcement.pdf URL: From Mendy-Schmerer at ouhsc.edu Fri Nov 12 13:11:15 2021 From: Mendy-Schmerer at ouhsc.edu (Schmerer, Mendy M. (HSC)) Date: Fri, 12 Nov 2021 19:11:15 +0000 Subject: [Oasfaa] FW: [EXTERNAL] NASFAA Leadership Conference In-Reply-To: References: Message-ID: OASFAA friends, does this sound like something you are interested in?? Have a great weekend! Mendy Schmerer, MEd, FAAC® Director, Office of Student Financial Aid | SWASFAA President, 2020 – 2021 University of Oklahoma Health Sciences Center 865 University Research Park, Suite 240 | Oklahoma City, OK 73104 O (405) 271-2118, x 48817 | F (405) 271-5446 Mendy-Schmerer at ouhsc.edu https://financialservices.ouhsc.edu/Departments/Student-Financial-Aid www.facebook.com/OUHSCFinancialAid CONFIDENTIALITY NOTICE This email, including any attachments, contains information from The University of Oklahoma Health Sciences Center, which may be confidential or privileged. The information is intended to be for the use of the individual or entity named above. If you are not the intended recipient, be aware that any disclosure, copying, distribution, or use of the contents of this information is prohibited. If you have received this e-mail in error, please notify the sender immediately by a “reply to sender only” message and destroy all electronic and hard copies of the communication, including attachments. From: swasfaa-listserv at googlegroups.com On Behalf Of amycable Sent: Friday, November 12, 2021 11:50 AM To: SWASFAA Listserv Subject: [EXTERNAL] NASFAA Leadership Conference Good morning! The NASFAA Leadership Conference is scheduled for February 14-16, 2022. I am on the Succession Planning Pathway Committee and am looking for potential panelists to discuss retaining talented employees. The description of the session is below. Please let me know if you are already planning attending the conference and would be interested in serving on the panel. A critical area financial aid offices are facing today is hiring and retaining new talent. Individuals enter the workforce eager to make their mark and commit themselves to their work. The panel discussion will discuss strategies for hiring and retaining talent, creating a culture of training, professional development and overcoming challenges associated with succession planning. Objectives: · * Discover strategies for hiring and retaining talent * Learn from seasoned practitioners * Create an environment for people to thrive * Discover methods to address and overcome challenges -- You received this message because you are subscribed to the Google Groups "SWASFAA Listserv" group. To unsubscribe from this group and stop receiving emails from it, send an email to swasfaa-listserv+unsubscribe at googlegroups.com. To view this discussion on the web visit https://groups.google.com/d/msgid/swasfaa-listserv/d91fdb15-142b-4f50-849e-df6c11f5b303n%40googlegroups.com. -------------- next part -------------- An HTML attachment was scrubbed... URL: From lori.boyd at okstate.edu Mon Nov 15 09:30:57 2021 From: lori.boyd at okstate.edu (Boyd, Lori) Date: Mon, 15 Nov 2021 15:30:57 +0000 Subject: [Oasfaa] AskRegs Knowledgebase Answers: What Should We Do When the 2020 AGI Is $1 on a 2022-23 FAFSA Due to Advance Child Tax Credit Payments? Message-ID: AskRegs Knowledgebase Answers: What Should We Do When the 2020 AGI Is $1 on a 2022-23 FAFSA Due to Advance Child Tax Credit Payments? [Login Required] Under the American Rescue Plan (ARP), advance Child Tax Credit payments began being paid to eligible individuals beginning in July 2021. The recipient's eligibility is based on 2019 and 2020 income reported on tax returns. For those who were not required to file a 2019 or 2020 tax return, the Internal Revenue Service (IRS) developed a new Child Tax Credit Non-filer Sign-up Tool to determine eligibility for the credit. View the full answer to this question to learn more. Time to file the 2022-2023 FAFSA! Application open now at fafsa.gov! [cid:image001.png at 01D5373C.65A18FB0] LORI BOYD ASSISTANT DIRECTOR OF FISCAL OPERATIONS Office of Scholarships and Financial Aid 405.744.8730 * 119 Student Union * finaid.okstate.edu [cid:image010.png at 01D5373D.52894C00] -------------- next part -------------- An HTML attachment was scrubbed... URL: -------------- next part -------------- A non-text attachment was scrubbed... Name: image001.png Type: image/png Size: 11714 bytes Desc: image001.png URL: -------------- next part -------------- A non-text attachment was scrubbed... Name: image002.png Type: image/png Size: 4958 bytes Desc: image002.png URL: From calexander at osrhe.edu Tue Nov 16 15:19:54 2021 From: calexander at osrhe.edu (Alexander, Carol) Date: Tue, 16 Nov 2021 21:19:54 +0000 Subject: [Oasfaa] Oklahoma's Promise Eligibility Report Message-ID: We are having some technical difficulties with the OKPromise Eligibility Report, and our IT staff is currently researching the problem. Unfortunately I do not have an anticipated date of resolution at this time, but I will try to keep you updated. I apologize for the inconvenience; if you have a student you need to check on, please contact our office at okpromise at osrhe.edu or call 405-225-9152. Carol Alexander Director, Scholarship & Grant Administration Oklahoma State Regents for Higher Education -------------- next part -------------- An HTML attachment was scrubbed... URL: From calexander at osrhe.edu Thu Nov 18 10:54:49 2021 From: calexander at osrhe.edu (Alexander, Carol) Date: Thu, 18 Nov 2021 16:54:49 +0000 Subject: [Oasfaa] Oklahoma's Promise Eligibility Report In-Reply-To: References: Message-ID: <99d86423e7b441b7bce6db5bd16363eb@osrhe.edu> The OKPromise Eligibility Report is back up and running again. If you have any issues, please let us know. I apologize for the inconvenience. From: Alexander, Carol Sent: Tuesday, November 16, 2021 3:20 PM To: OASFAA (oasfaa at lists.onenet.net) Subject: Oklahoma's Promise Eligibility Report We are having some technical difficulties with the OKPromise Eligibility Report, and our IT staff is currently researching the problem. Unfortunately I do not have an anticipated date of resolution at this time, but I will try to keep you updated. I apologize for the inconvenience; if you have a student you need to check on, please contact our office at okpromise at osrhe.edu or call 405-225-9152. Carol Alexander Director, Scholarship & Grant Administration Oklahoma State Regents for Higher Education -------------- next part -------------- An HTML attachment was scrubbed... URL: From tknight at okwu.edu Fri Nov 19 12:09:02 2021 From: tknight at okwu.edu (Tirzah G. Knight) Date: Fri, 19 Nov 2021 18:09:02 +0000 Subject: [Oasfaa] Student Account Balance and Collections Message-ID: Hi, Our Bursar keeps asking for a copy of the student's MPN when sending a student to collections as documentation the student understood there were financial obligations with going to school. I'm not really comfortable giving this to the collections company because the outstanding balance doesn't have anything to do with the MPN. So I'm wondering what is common/best practice at your institution? Sincerely, Tirzah Knight Student Services Office Director of Financial Aid o: 918.335.6252 | f: 918.335.6252 Oklahoma Wesleyan University 2201 Silver Lake Road, Bartlesville, OK 74006 okwu.edu OKWU Eagles Reminders: * Complete your 22-23 FAFSA * Review your aid offer & missing docs in the FA portal * Send us your documents by taking a picture and using OKWU Upload. We cannot accept emailed documents. * Financial Aid FAQs * Need more help? Send me an email, and I am happy to call, Zoom, or text. -------------- next part -------------- An HTML attachment was scrubbed... URL: From lori.boyd at okstate.edu Mon Nov 22 08:13:06 2021 From: lori.boyd at okstate.edu (Boyd, Lori) Date: Mon, 22 Nov 2021 14:13:06 +0000 Subject: [Oasfaa] AskRegs Knowledgebase Answers: When Not Using an R2T4 Freeze Date, What Does "Eligible For" a Type of Aid Mean? Message-ID: AskRegs Knowledgebase Answers: When Not Using an R2T4 Freeze Date, What Does "Eligible For" a Type of Aid Mean? [Login Required] If you have a program offered in modules and you don't use a return of Title IV funds (R2T4) Freeze Date (RFD), you must include the days in a course or module in the denominator of an R2T4 calculation if: For students eligible for a Federal Pell Grant, an Iraq and Afghanistan Service Grant (IASG), or a Teacher Education Assistance for College and Higher Education (TEACH) Grant, if the student attended at least one day in the course/module; or for students eligible for a Direct Loan or Federal Supplemental Educational Opportunity Grant (FSEOG) funds during the period, if the student attended at least one day in the course/module or was enrolled or registered in the course/module for the period at any time on or after the first day of the period, even if the student did not attend the course/module. View the full answer to this question to learn more. Time to file the 2022-2023 FAFSA! Application open now at fafsa.gov! [cid:image001.png at 01D5373C.65A18FB0] LORI BOYD ASSISTANT DIRECTOR OF FISCAL OPERATIONS Office of Scholarships and Financial Aid 405.744.8730 * 119 Student Union * finaid.okstate.edu [cid:image010.png at 01D5373D.52894C00] -------------- next part -------------- An HTML attachment was scrubbed... URL: -------------- next part -------------- A non-text attachment was scrubbed... Name: image001.png Type: image/png Size: 11714 bytes Desc: image001.png URL: -------------- next part -------------- A non-text attachment was scrubbed... Name: image002.png Type: image/png Size: 4958 bytes Desc: image002.png URL: From Mendy-Schmerer at ouhsc.edu Mon Nov 22 08:58:31 2021 From: Mendy-Schmerer at ouhsc.edu (Schmerer, Mendy M. (HSC)) Date: Mon, 22 Nov 2021 14:58:31 +0000 Subject: [Oasfaa] Student Account Balance and Collections In-Reply-To: References: Message-ID: We've never been asked to do that, but I have to agree. I see no reason why that would help with the collections effort. Unless the collections agency can demonstrate a better reason than that, I would think you have a very good reason to refuse to provide that based on FERPA restrictions. Everyone have a wonderful Thanksgiving week! Mendy Schmerer, MEd, FAAC(r) Director, Office of Student Financial Aid | SWASFAA President, 2020 - 2021 University of Oklahoma Health Sciences Center 865 University Research Park, Suite 240 | Oklahoma City, OK 73104 O (405) 271-2118, x 48817 | F (405) 271-5446 Mendy-Schmerer at ouhsc.edu https://financialservices.ouhsc.edu/Departments/Student-Financial-Aid www.facebook.com/OUHSCFinancialAid CONFIDENTIALITY NOTICE This email, including any attachments, contains information from The University of Oklahoma Health Sciences Center, which may be confidential or privileged. The information is intended to be for the use of the individual or entity named above. If you are not the intended recipient, be aware that any disclosure, copying, distribution, or use of the contents of this information is prohibited. If you have received this e-mail in error, please notify the sender immediately by a "reply to sender only" message and destroy all electronic and hard copies of the communication, including attachments. From: OASFAA On Behalf Of Tirzah G. Knight Sent: Friday, November 19, 2021 12:09 PM To: oasfaa at lists.onenet.net Subject: [EXTERNAL] [Oasfaa] Student Account Balance and Collections Hi, Our Bursar keeps asking for a copy of the student's MPN when sending a student to collections as documentation the student understood there were financial obligations with going to school. I'm not really comfortable giving this to the collections company because the outstanding balance doesn't have anything to do with the MPN. So I'm wondering what is common/best practice at your institution? Sincerely, Tirzah Knight Student Services Office Director of Financial Aid o: 918.335.6252 | f: 918.335.6252 Oklahoma Wesleyan University 2201 Silver Lake Road, Bartlesville, OK 74006 okwu.edu OKWU Eagles Reminders: * Complete your 22-23 FAFSA * Review your aid offer & missing docs in the FA portal * Send us your documents by taking a picture and using OKWU Upload. We cannot accept emailed documents. * Financial Aid FAQs * Need more help? Send me an email, and I am happy to call, Zoom, or text. -------------- next part -------------- An HTML attachment was scrubbed... URL: From lori.boyd at okstate.edu Mon Nov 29 10:02:28 2021 From: lori.boyd at okstate.edu (Boyd, Lori) Date: Mon, 29 Nov 2021 16:02:28 +0000 Subject: [Oasfaa] AskRegs Knowledgebase Answers: If a Student Withdraws From Modules and Full-Term Courses, When Do We Begin Counting 45 Days for Attendance in a Later Module? Message-ID: AskRegs Knowledgebase Answers: If a Student Withdraws From Modules and Full-Term Courses, When Do We Begin Counting 45 Days for Attendance in a Later Module? [Login Required] You don't. The 45-day timeframe does not apply in this scenario. According to guidance NASFAA has received from the U.S. Department of Education (ED): "For schools that perform R2T4 on a payment period basis and a student is enrolled in both modules and full-term courses, the 45-day timeframe does not apply since the full-term course is treated like a module for the term in question where the student is (or was) expected to be enrolled for the entire payment period." View the full answer to this question to learn more. Time to file the 2022-2023 FAFSA! Application open now at fafsa.gov! [cid:image001.png at 01D5373C.65A18FB0] LORI BOYD ASSISTANT DIRECTOR OF FISCAL OPERATIONS Office of Scholarships and Financial Aid 405.744.8730 * 119 Student Union * finaid.okstate.edu [cid:image010.png at 01D5373D.52894C00] -------------- next part -------------- An HTML attachment was scrubbed... URL: -------------- next part -------------- A non-text attachment was scrubbed... Name: image001.png Type: image/png Size: 11714 bytes Desc: image001.png URL: -------------- next part -------------- A non-text attachment was scrubbed... Name: image002.png Type: image/png Size: 4958 bytes Desc: image002.png URL: From bfair at osrhe.edu Mon Nov 29 14:15:07 2021 From: bfair at osrhe.edu (Fair, Bryce) Date: Mon, 29 Nov 2021 20:15:07 +0000 Subject: [Oasfaa] Reminder - December 3 Workshop for "New OTAG" in 2022-23 Message-ID: <1952334c1c754d12b364b2883e60fc7d@osrhe.edu> Just a reminder about the "New OTAG" zoom workshop this coming Friday, December 3, at 10:00 a.m. If you haven't already, you can register at https://www.surveymonkey.com/r/OSRHENewOTAG. Registrants will be sent the zoom link later this week. Bryce Fair From: OASFAA On Behalf Of Fair, Bryce Sent: Monday, November 8, 2021 1:27 PM To: oasfaa at lists.onenet.net Subject: [Oasfaa] December 3 Workshop for "New OTAG" in 2022-23 As you may be aware, the Oklahoma Tuition Aid Grant (OTAG) is changing significantly in 2022-23. The "New OTAG" program will provide institutions important new discretion in how the grant is awarded. Institutions will need to carefully consider how to use the new discretion to support legislative priorities and institutional enrollment management goals. For some institutions, the processes for deciding financial aid awards for the fall 2022 semester may have already begun or may start soon. The attached announcement has information about a Zoom workshop we will be hosting on Friday, December 3 at 10:00 a.m. Personnel with responsibilities for financial aid, enrollment management, processing of OTAG payments, and others are encouraged to attend. Participants may RSVP at https://www.surveymonkey.com/r/OSRHENewOTAG and will be sent the Zoom link as the workshop date nears. If you have any questions about the workshop, please contact: Jess Tucker, Scholarships & Grant Specialist II, at jtucker at osrhe.edu or 405.225.9488, or Irala Magee, Assistant Vice Chancellor for Scholarships and Grants, at imagee at osrhe.edu or (405) 225-9378 Bryce Fair Associate Vice Chancellor for Scholarships & Grants Oklahoma State Regents for Higher Education Phone: 405-225-9162 Email: bfair at osrhe.edu -------------- next part -------------- An HTML attachment was scrubbed... URL: -------------- next part -------------- A non-text attachment was scrubbed... Name: New OTAG Workshop Announcement.pdf Type: application/pdf Size: 471430 bytes Desc: New OTAG Workshop Announcement.pdf URL: