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Request for Data on Student Loan Repayments

Tuesday, March 13, 2018
CPM 2018-06
MEMORANDUM FOR: 
CHIEF HUMAN CAPITAL OFFICERS
From: 
DR. JEFF T.H. PON, DIRECTOR
Subject: 
Request for Data on Student Loan Repayments

Agencies must submit an annual written report to the U.S. Office of Personnel Management (OPM) on their use of student loan repayments during the previous calendar year (CY), as required by 5 U.S.C. 5379(h).  OPM requests your CY 2017 agency student loan repayment report by Saturday, March 31, 2018

Under 5 U.S.C. 5379 and 5 CFR part 537, agencies are authorized to establish a program under which they may agree to repay certain Federally-made and insured student loans in order to recruit or retain highly qualified personnel.  Each report must contain the following: 

  • Number of Federal employees who receive student loan repayment benefits;
  • Job classification of each recipient (i.e., pay plan, occupational series, and job title); and
  • Total dollar amount of student loan repayment benefits. 

Each report must include data for an entire department or independent agency.  Therefore, departments and agencies must consolidate information provided by components or bureaus before forwarding their consolidated reports to OPM.  If possible, please submit your consolidated information as shown in Attachment 2 of the annual report to Congress.  For reference, the prior reports can be found at: https://www.opm.gov/policy-data-oversight/pay-leave/student-loan-repayment/#url=Repayment-Reports.    

We also invite you to share any additional information regarding best practices, lessons learned, program effectiveness, metrics used to measure program success, business case evaluation factors, program impediments, or other relevant details about your agency’s use of student loan repayments as a recruitment or retention tool.  In addition, we encourage you to identify any ways to improve the student loan repayment program on a Government-wide basis. 

If your agency did not provide any student loan repayments during CY 2017, please submit a negative report to us and specify whether or not your agency has established, is in the process of establishing, or does not intend to establish, a student loan repayment program.  If applicable, please indicate the primary reason(s) your agency does not use student loan repayments as a recruitment or retention tool. 

Please submit your agency report, including negative reports, by email to: pay-leave-policy@opm.gov.  Please include an agency point of contact with a telephone number and email address.  If you have any questions regarding this data request, you may contact OPM’s Employee Services, Pay and Leave, at: pay-leave-policy@opm.gov.  

cc: Human Resources Directors