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California BPPE refund worksheet

Role aware

This page proves the California BPPE refund worksheet shell: clock-hour completion, pro rata and cancellation-window branches, nonrefundable charge lines, STRF placeholders, pass-through fee handling, 45-day due dates, citations, source snapshots, and approval boundaries.

Audience
Staff
Current limits
It uses local invented California refund worksheets only. It does not issue refunds, write ledger entries, call Stripe, return Title IV funds, send notices, close withdrawal cases, submit BPPE petitions, or provide final regulatory advice.

Related Otto Guide links

Review BPPE refund worksheettaskApprove withdrawal calculationstaskCalifornia BPPE refund referencereferenceCompliance centerconceptStudent accountsconceptOpen reference page placeholder

Support request boundary

Use Sev2 if a BPPE refund worksheet can execute money movement without approval or if citation-gated values appear final, Sev3 if refund lines, source snapshots, or due dates are unclear, and Sev4 for labels or proof-copy feedback. This panel does not submit a support case.

Sev1: Critical outage or data-risk emergency

Target: 1-hour response, 24/7 paging during pilot

Sev2: Major workflow blocked

Target: 4 business hours

Sev3: Standard product question or non-urgent issue

Target: 1 business day

Sev4: How-to, cosmetic, or future enhancement

Target: 2 business days

These preview controls are placeholders. Real AI answers, search, walkthroughs, and support submission come in later tickets.

Notifications5

Static proof preview

Real notification feeds, delivery, and preferences arrive in a later ticket.

Sam Director

Sam Director

sam.director@otto-fixture.test

Switch local proof role

StudentInstructorSchool Administrator

This changes only the local shell proof. Production role changes remain server-validated future work.

Search is a keyboard-focusable skeleton. No real index or permissioned search results are implemented in this ticket.

Compliance - BPPE Refunds

California BPPE refund worksheet

Review California BPPE refund worksheet shells with clock-hour completion, nonrefundable charge lines, STRF placeholders, pass-through fees, due dates, and approval boundaries.

Otto Fixture BPPE Career School - BPPE refund proof

School Administrator ยท Sam Director

California BPPE refund

BPPE refunds stay worksheet-first

This proof shows a California BPPE refund worksheet shell with clock-hour completion, pro rata and cancellation-window branches, nonrefundable charge lines, STRF placeholders, pass-through fee handling, 45-day due dates, citations, and approval boundaries.

Worksheet snapshot

3/4

3 worksheet is approval-ready. 1 worksheet has blockers. Previewed refund total is $6,400.00.

As of 2026-05-18Expert review pending

Worksheets

California refund calculation queue

Citations are placeholders

Prepared pro rata refund

Maya Rivera

A-SAP-ENR-0001 - Medical Assistant clock-hour diploma

preparedApproval ready

Trigger

student withdrawal

Withdrawal

2026-05-12

Refund due

2026-06-26

Timer

39 days

Completion

33.3%

240/720 hours attended or scheduled

Amount owed

$4,500.00

Pro rata branch

Total refund

$2,500.00

Preview only until approval

Institutional charges

$12,000.00

Paid by student/payer

$7,000.00

Refundable base

$11,250.00

Hourly charge

$15.63

Earned charge

$3,750.00

Nonrefundable allowed

$750.00

Refund lines

Institutional refund, STRF refund, and unremitted pass-through amounts stay separate for review and later ledger handoff.

$2,500.00

Institutional refund

$2,500.00

STRF refund

$0.00

Pass-through refund

$0.00

Source snapshots

Hours attended or scheduled

locked

Withdrawal case and attendance summary

sha256:bppe-maya-hours-001

Institutional charges and payments

locked

Student ledger

sha256:bppe-maya-charges-001

Catalog refund policy

needs review

California BPPE catalog policy

sha256:bppe-maya-catalog-001

Approval boundary

Business-office approval is required before refund handoff.

Ready

Prepared

Morgan Bursar

Reviewed

Jordan Compliance

Approved

No

  • Warning: 1 source snapshot needs review before approval.
  • Warning: BPPE refund rule-pack values are pending expert review.

Over-60% review

Daniel Chen

A-SAP-ENR-0002 - Medical Assistant clock-hour diploma

approvedApproval ready

Trigger

student withdrawal

Withdrawal

2026-05-09

Refund due

2026-06-23

Timer

36 days

Completion

70.8%

510/720 hours attended or scheduled

Amount owed

$12,000.00

Over 60% branch

Total refund

$0.00

Preview only until approval

Institutional charges

$12,000.00

Paid by student/payer

$12,000.00

Refundable base

$11,250.00

Hourly charge

$15.63

Earned charge

$11,250.00

Nonrefundable allowed

$750.00

Refund lines

Institutional refund, STRF refund, and unremitted pass-through amounts stay separate for review and later ledger handoff.

$0.00

Institutional refund

$0.00

STRF refund

$0.00

Pass-through refund

$0.00

Source snapshots

Hours attended or scheduled

locked

Withdrawal case and attendance summary

sha256:bppe-daniel-hours-001

Institutional charges and payments

locked

Student ledger

sha256:bppe-daniel-charges-001

Approval boundary

Sam Director approved this worksheet.

Ready

Prepared

Morgan Bursar

Reviewed

Jordan Compliance

Approved

2026-05-17

  • Warning: BPPE refund rule-pack values are pending expert review.
  • Adjustment: Bursar confirmed no credit balance remains after worksheet review.

Cancellation-window example

Priya Shah

A-SAP-ENR-0003 - Medical Assistant clock-hour diploma

preparedApproval ready

Trigger

cancellation window

Withdrawal

2026-04-15

Refund due

2026-05-30

Timer

12 days

Completion

0.0%

0/720 hours attended or scheduled

Amount owed

$200.00

Cancellation branch

Total refund

$1,400.00

Preview only until approval

Institutional charges

$12,000.00

Paid by student/payer

$1,500.00

Refundable base

$11,800.00

Hourly charge

$16.39

Earned charge

$0.00

Nonrefundable allowed

$200.00

Refund lines

Institutional refund, STRF refund, and unremitted pass-through amounts stay separate for review and later ledger handoff.

$1,400.00

Institutional refund

$1,300.00

STRF refund

$0.00

Pass-through refund

$100.00

Source snapshots

Cancellation notice

locked

Signed cancellation form

sha256:bppe-priya-notice-001

Institutional charges and payments

locked

Student ledger

sha256:bppe-priya-charges-001

Approval boundary

Business-office approval is required before refund handoff.

Ready

Prepared

Morgan Bursar

Reviewed

Missing

Approved

No

  • Warning: BPPE refund rule-pack values are pending expert review.
  • Warning: Compliance review is not recorded yet.
  • Adjustment: Third-party pass-through fee was collected but not remitted.

Blocked refund worksheet

Omar Alvarez

A-LOA-ENR-0004 - Medical Assistant clock-hour diploma

blockedNeeds work

Trigger

institution withdrawal

Withdrawal

2026-04-30

Refund due

2026-06-14

Timer

27 days

Completion

0.0%

180/0 hours attended or scheduled

Amount owed

$500.00

Pro rata branch

Total refund

$2,500.00

Preview only until approval

Institutional charges

$9,500.00

Paid by student/payer

$3,000.00

Refundable base

$9,000.00

Hourly charge

$0.00

Earned charge

$0.00

Nonrefundable allowed

$500.00

Refund lines

Institutional refund, STRF refund, and unremitted pass-through amounts stay separate for review and later ledger handoff.

$2,500.00

Institutional refund

$2,500.00

STRF refund

$0.00

Pass-through refund

$0.00

Source snapshots

Program hours

missing

Program catalog version

sha256:bppe-omar-program-hours-missing

Institutional charges and payments

locked

Student ledger

sha256:bppe-omar-charges-001

Approval boundary

Business-office approval is required before refund handoff.

Blocked

Prepared

Missing

Reviewed

Missing

Approved

No

  • Blocker: Program total hours must be greater than zero.
  • Blocker: Deposit or application fee exceeds the BPPE proof cap and needs correction.
  • Blocker: Worksheet needs a business-office preparer.
  • Warning: 1 source snapshot needs review before approval.
  • Warning: BPPE refund rule-pack values are pending expert review.
  • Warning: Compliance review is not recorded yet.