[Oasfaa] OHLAP & OHLAP-Plus Refunds - clarification

[Alexander, Carol]

Pam McConahay has applied her expertise to clarifying OHLAP and OHLAP-Plus refunds.  I think this may help many of you when trying to determine what to do with these funds and how they relate to the R2T4 calculation.  Thanks Pam, for your help!



1.  If the student has OHLAP and/or OHLAP PLUS funds on their award record
but withdraw within the first 2 weeks of the semester (the 100% tuition
refund period), both awards should be zeroed out and should not be counted
in the R2T4 calculation as "aid disbursed" or  "aid that could have been
disbursed".  These students should be added to the page of "Students enrolled by not receiving funds."

2.  If the student has OHLAP PLUS funds and withdraws after the tuition
refund period, include OHLAP PLUS  as either "aid disbursed" (if the $ has
been received)  or "aid that could have been disbursed" ($ not received yet)
under "Other Title IV programs" in Step 1 of the R2T4 worksheet.   The institution will have already invoiced the Regents for the OHLAP PLUS and the student is
eligible to receive the $ when it arrives as a postwithdrawal disbursement
(if he didn't receive the $ before he withdrew).  We will not necessarily
return all of OHLAP PLUS, the student may be entitled to keep part of it.  

3.  OHLAP PLUS is considered part of the "Other Title IV programs" in Step 6
and Step 7, and is the last program in the school or student sequence to be
repaid.  In Step 7, like Pell Grant & SEOG, the student would only be
required to repay 50% of the calculated repayment amount because OHLAP PLUS
is a grant.  

OHLAP:  Remember, OHLAP does not enter into the Return of Title IV funds calculation.  The entire funding of OHLAP is from state funds and is not considered in the R2T4 calculation.  The amount of the OHLAP award is based on the actual amount of tuition the student paid.  Students who withdraw during the 100%
refund period don't pay any tuition and therefore have no eligibility for
OHLAP.  Students who withdraw after the tuition refund period still pay the
entire amount of their tuition, so the OHLAP award is still valid.  

OHLAP PLUS is from federal Gear Up funds;  Gear Up is a
Title IV program and is therefore included as an "other Title IV program" in
the calculation UNLESS the student is withdrawing in the 100% refund period.
Like OHLAP, OHLAP PLUS is based upon the actual amount of tuition the
student paid, and like OHLAP, the student has no eligibility for OHLAP PLUS
if all of his tuition has been refunded. 


Carol Alexander
Oklahoma Higher Learning Access Program (OHLAP)
Oklahoma State Regents for Higher Education
655 Research Parkway, Suite 200
Oklahoma City, OK  73104
phone:  405.225.9160
fax:  405.225.9392

Mailing Address:
PO Box 108850
Oklahoma City, OK  73101-8850