justicedao/ipfs_state_laws huggingface dataset:
575-060-0010 Eligibility Unless otherwise specified by a donor, an applicant for an award must: (1) Be a resident of the State of Oregon; and (2) Be a U.S. citizen or be in the United States for other than a temporary purpose and intend to become a permanent resident of the United States. Statutory/Other Authority: ORS 348.520 - 348.530 Statutes/Other Implemented: ORS 348.520 - 348.530 History: SSC 1-1991, f. & cert. ef. 12-23-91 SSC 4-1985, f. & ef. 4-17-85
575-060-0012 Eligible Institutions A donor must specify which institutions are eligible to receive award recipients. However, only institutions located in a state and recognized by the U.S. Department of Education as eligible to participate in federal Title IV student financial aid programs may be so designated and at least two institutions must be designated. Statutory/Other Authority: ORS 348.520 - 348.530 Statutes/Other Implemented: ORS 348.520 - 348.530 History: SSC 1-1998, f. & cert. ef. 3-18-98 SSC 1-1991, f. & cert. ef. 12-23-91
575-060-0015 Administrative Responsibility (1) For an award program established by the proceeds by an estate, the Commission will establish award criteria in accordance with the conditions specified in the donor’s last will and testament. (2) For a program established by employers for their employees and/or dependents of their employees, the donor and the Commission shall be governed by applicable federal Internal Revenue Service regulations. (3) The Commission shall faithfully execute the terms of any private award program in accordance with ORS 128.055 to 128.100. (4) The Commission will not deviate from the requirements of award criteria unless the change is made in accordance with section (5) of this rule. (5) Unless otherwise provided by the donor, the Commission reserves the right, after approval of the Attorney General, pursuant to his or her charitable supervision responsibilities, to amend an award’s eligibility requirements if the Commission and the Attorney General believe that the donor’s specific request is being frustrated for any reason. In making an amendment, the Commission will continue to endeavor to carry out the donor’s overall general intentions. Statutory/Other Authority: ORS 348.520 - 348.530 Statutes/Other Implemented: ORS 348.520 - 348.530 History: SSC 1-1991, f. & cert. ef. 12-23-91 SSC 4-1985, f. & ef. 4-17-85
575-060-0020 Accountability and Record Keeping (1) For a program where the Commission is the disbursing agent, the Commission shall establish a separate account within the Oregon Student Assistance Fund (ORS 348.570). All monies in the account shall be placed with the State Treasurer, who will hold and invest these monies as provided in ORS 348.580. Any interest that may accrue to such an account while on deposit with the State Treasurer will be used only for awards and administrative expenses of the account. (2) Subject to the terms of the governing instruments and applicable law, the Commission may enter into agreements with one or more community foundations in Oregon to assume the management of the privately funded student aid programs of the Commission. The Commission may transfer to the community foundation any or all gifts or scholarship grants received by the Commission from any private donor. (3) For any scholarship fund whose assets are transferred to the Commission, the prior trustee shall be responsible for any forms, notices, or taxes which should have been filed or paid for the taxable years during which the prior trustee administered the fund. (4) The Commission shall maintain sufficient records to document its activities relating to each private award program. The Commission shall provide an annual report to each donor or donor's designate. This report shall include a statement of earnings, disbursements made, and fund balances. Statutory/Other Authority: ORS 183.325 & 348 & OL 1993 Statutes/Other Implemented: ORS 348.520 - 348.530 History: OSAC 1-2015, f. & cert. ef. 12-18-15 SSC 4-1994, f. & cert. ef. 1-25-94 SSC 1-1991, f. & cert. ef. 12-23-91 SSC 4-1985, f. & ef. 4-17-85
575-060-0025 Approved Application For awards where the Commission processed applications or selects awardees, applicants will be required to use a private award application specified by the Commission. Statutory/Other Authority: ORS 348.520 - 348.530 Statutes/Other Implemented: ORS 348.520 - 348.530 History: SSC 1-1991, f. & cert. ef. 12-23-91
575-060-0030 Conditions of Award (1) A student failing to make satisfactory academic progress as defined by the institution for students receiving federal Title IV aid may be denied payment of an award. (2) No award shall be made to a student in default on any federal Title IV loan or owing a refund on federal Title IV funds previously disbursed. (3) Awards shall be used only during a regular academic term but upon petition to the Commission and Commission approval, may be used during a summer term. (4) Former awardees who voluntarily withdraw or fail to maintain satisfactory academic progress according to institutional standards may be considered for reinstatement by providing the Commission with a completed private award application, a transcript of all college work to date and, if required, completing a federally approved need analysis form. Statutory/Other Authority: ORS 348.520 - 348.530 Statutes/Other Implemented: ORS 348.520 - 348.530 History: SSC 1-1991, f. & cert. ef. 12-23-91
575-060-0035 Selection (1) In administering a private award program, the Commission shall not discriminate against an applicant on the basis of age, sex, sexual orientation, marital status, race, ethnic origin, creed, religion, color, national origin, or the presence of any mental, sensory or physical disability. This rule shall not prevent donors from creating awards for disadvantaged persons or other persons to the extent not prohibited by law, nor shall this rule prevent the Commission from accepting administration of such a program if the Commission, in its discretion, believes the program award criteria are lawful. (2) For a program where need is used in the selection of an awardee, an applicant shall complete a federally-approved need analysis form. The calculation of need will be determined by the Commission. Statutory/Other Authority: ORS 348.520 - 348.530 Statutes/Other Implemented: ORS 348.520 - 348.530 History: SSC 1-1991, f. & cert. ef. 12-23-91
575-060-0040 Disbursement (1) Unless otherwise specified by the donor, the Commission shall disburse funds to an institution on behalf of an awardee on an academic term basis. (2) An institution shall not disburse funds to an awardee who ceases to meet conditions of award identified by the Commission. (3) An institution shall return undisbursed funds to the Commission within 30 days of receipt. Statutory/Other Authority: ORS 348.520 - 348.530 Statutes/Other Implemented: ORS 348.520 - 348.530 History: SSC 1-1991, f. & cert. ef. 12-23-91
575-060-0045 Administrative Fees The Commission may charge an annual fee for servicing an award program. The Commission shall set the amount of the fee, based on a percentage of the amount of scholarships awarded annually. Statutory/Other Authority: ORS 348.520 - 348.530 Statutes/Other Implemented: ORS 348.520 - 348.530 History: SSC 1-1991, f. & cert. ef. 12-23-91
575-063-0005 Definitions (1) "An eligible employer.” An individual, partnership, or corporation that employs at least four full-time equivalent employees but no more than 250 employees, and must provide or intend to provide scholarship funds during the calendar year for which tax certification is being sought. (2) "An eligible employee.” An employee of an eligible employer who has been employed by that employer for a minimum period of employment not to exceed three years. (3) "Dependent.” An individual over half of whose support, for the calendar year in which the taxable year for the eligible employee taxpayer begins, was received from an eligible employee, consistent with the requirements of IRC S 152. (4) "An eligible institution.” A post-secondary institution in the U.S that participates in federal Title IV student financial aid programs. (5) "Concurrently enrolled.” A student who attends more than one eligible institution under a written consortium agreement or concurrent enrollment program. (6) "Expenses.” Cost of education, which, is the sum of tuition and fees, room and board, books and supplies, transportation, and personal expenses incurred in the pursuit of a postsecondary education as determined by the institution. (7) "Qualified Scholarship.” A scholarship that meets the criteria set forth or incorporated into the letter of employee and dependent scholarship program certification issued by the Commission. Statutory/Other Authority: ORS 183 & 348 Statutes/Other Implemented: HB 2521 & 2001 Leg. Assembly History: OSAC 4-2008, f. & cert. ef. 10-15-08 OSAC 7-2002, f. & cert.ef. 3-12-02
575-063-0010 Employer Program Certification Procedures (1) The application for program certification by an employer establishing an employer-sponsored scholarship program shall be filed by the employer with the Commission at least three months prior to the close of the first tax year for which a tax credit will be claimed. (2) The application shall be filed on a form provided by the Commission and shall contain information required by the Commission including the following: (a) The total number of employees employed by the employer for the calendar year and the total number of employees who will be eligible or whose dependents will be eligible to participate. (b) The date on which scholarship program will first be available. (c) The annual limit, if any, on the amount of funds to be used for scholarships; and (d) The criteria to be used by the employer in determining the eligibility of an employee or an employee's dependent for a scholarship under the program. (3) The Commission shall certify an application that meets all conditions of the scholarship program. (4) The Commission shall certify or reject an application within 60 days of receipt of the application and shall notify the employer of the Commission's determination. (5) For employers whose proposed scholarship program has been certified, the Commission shall send a letter of program certification to the employer. (6) An employer whose application is rejected by the Commission shall have the opportunity to amend the application within 30 days of date of notification. (7) A program certification issued under 575-063-0010 shall remain valid until the employer changes the terms of eligibility for a scholarship under the program, changes the minimum or maximum amount of a scholarship, or ceases to be an employer. Statutory/Other Authority: ORS 183 & 348 Statutes/Other Implemented: HB 2521 & 2001 Leg. Assembly History: OSAC 1-2015, f. & cert. ef. 12-18-15 OSAC 4-2008, f. & cert. ef. 10-15-08 OSAC 7-2002, f. & cert.ef. 3-12-02
575-063-0020 Tax Credit Certification Procedures (1) To qualify for tax credit, an employer who has obtained program certification or has applied for program certification shall submit an application for tax credit certification to the Commission. (2) The employer shall file the application for tax credit certification no later than October 1 of the calendar year for which a tax credit will be claimed. (3) The application shall be filed on a form provided by the Commission and shall include: (a) The amount of scholarship funds the employer has provided or intends to provide during the calendar year for which tax certification is being sought; and (b) The number of employees employed by the employer for the calendar year. (4) The Commission will consider applications in the chronological order in which they are received. (5) The Commission will approve no more than a total of $1 million in tax credit certifications annually in a calendar year. (6) An employer may not receive a tax credit certification for more than $1 million in a lifetime. (7) The Commission shall send written notification of the amount of the tax credit certification, if any, to all applicants and the Department of Revenue within 60 days of receipt of an application. (8) The employer shall keep the written certification in the employer's records for at least five years and shall furnish the certification to the Department of Revenue if requested. Statutory/Other Authority: ORS 183 & 348 Statutes/Other Implemented: HB 2521 & 2001 Leg. Assembly History: OSAC 4-2008, f. & cert. ef. 10-15-08 OSAC 7-2002, f. & cert.ef. 3-12-02
575-063-0030 General Program Policy Employers who establish a scholarship program for their employees and/or dependents of their employees shall adhere to administrative rules as set forth in the Oregon Administrative Rules for Privately Funded Award Programs, division 60. The employer and the Commission shall agree to administer the employer-sponsored scholarship program according to a set of mutually agreeable rules. The employer and the Commission shall be governed by Section 117(b) of the Internal Revenue Code and regulations promulgated thereunder. Statutory/Other Authority: ORS 183 & 348 Statutes/Other Implemented: HB 2521 & 2001 Leg. Assembly History: OSAC 4-2008, f. & cert. ef. 10-15-08 OSAC 7-2002, f. & cert.ef. 3-12-02
575-065-0001 Definitions (1) "Former Foster Child". An individual who, for a total of 12 or more months while between the ages of 16 and 21, was a ward of the court pursuant to ORS 419B.100(1)(b) to (e) and in the legal custody of the State Dept. of Human Services Child Protective Services Office for out-of-home placement. (2) "Concurrently enrolled". A student who attends more than one eligible institution under a written consortium agreement or concurrent enrollment program. (3) "Full time enrollment". Registration and payment of required fees as a full-time student at an eligible institution or combination of institutions, as defined by the institution disbursing funds. (4) "Oregon-based". Having a campus in the State or Oregon that is authorized by statute or the Higher Education Coordinating Commission’s Office of Degree Authorization to offer a complete degree program in Oregon. Statutory/Other Authority: ORS 183 & 348 Statutes/Other Implemented: HB 2431 & 2001 Leg. Assembly History: OSAC 1-2015, f. & cert. ef. 12-18-15 OSAC 8-2002, f. & cert. ef. 3-12-02
575-065-0015 Eligible Students An eligible student is a former foster child who enrolls in an eligible institution of higher education as an undergraduate student not later than three years from: (1) The date the student was removed from the care of the State Dept. of Human Services Child Protective Services Office; (2) The date the student graduated from high school; or (3) The date the student received the equivalent of a high school diploma, whichever date is earliest;. (4) The State Department of Human Services Child Protective Services Office will confirm applicant eligibility. Statutory/Other Authority: ORS 183 & 348 Statutes/Other Implemented: HB 2431 & 2001 Leg. Assembly History: OSAC 8-2002, f. & cert. ef. 3-12-02
575-065-0025 Residency For a student to be eligible for a Former Foster Children Scholarship, he or she must: (1) Be a U.S. Citizen, or an eligible non-citizen as defined by federal regulations under Title IV, part B of the Higher Education Act of 1965 as amended. (2) Be a resident of the State of Oregon as defined in OAR 575-030-0005(1). Statutory/Other Authority: ORS 183 & 348 Statutes/Other Implemented: HB 2431 & 2001 Leg. Assembly History: OSAC 8-2002, f. & cert. ef. 3-12-02
575-065-0035 Application/Selection Procedures (1) Applicants must complete and submit the Free Application for Federal Student Aid. (2) Applicants must submit a scholarship application form designated for this purpose by the Commission. (3) Applications must be filed during the timeframe established by the Commission. (4) Selection will be based on a first-come, first-served basis as determined by the receipt date of the Free Application for Federal Student Aid. (5) Awarding will continue until such time as all available funds have been awarded. [Publications: Publications referenced are available from the agency.] Statutory/Other Authority: ORS 183 & 348 Statutes/Other Implemented: HB 2431 & 2001 Leg. Assembly History: OSAC 8-2002, f. & cert. ef. 3-12-02
575-065-0045 Eligible Postsecondary Institutions For an otherwise eligible student to receive an award under the Former Foster Children Scholarship Program, he or she must: (1) Be enrolled in an institution of the public universities listed in ORS 352.002; or (2) Be enrolled in the Oregon Health & Sciences University; or (3) Be enrolled in an Oregon community college; or (4) Be enrolled in an Oregon-based independent postsecondary institution that participates in federal Title IV student financial aid programs. Statutory/Other Authority: ORS 183 & 348 Statutes/Other Implemented: HB 2431 & 2001 Leg. Assembly History: OSAC 1-2015, f. & cert. ef. 12-18-15 OSAC 8-2002, f. & cert. ef. 3-12-02
575-065-0055 Award Amounts (1) Scholarships awarded to eligible applicants shall equal the amount of tuition and fees levied by the eligible institution for full-time students. (2) Eligible students attending eligible Oregon independent institutions of postsecondary education may not receive awards in excess of the amount of tuition and fees levied on resident undergraduate students by the University of Oregon. The source of the relevant tuition and fee information shall be the official Fee Schedule published annually by the governing boards of trustees of the University of Oregon, Oregon State Universtiy, and Portland State University and the Office of the Chancellor for regional and technical public universities. (3) Receipt of this award does not impact a student's eligibility for the Oregon Opportunity Grant. (4) For concurrently enrolled students, the amount of the award will be based on the school disbursing the funds. Statutory/Other Authority: ORS 183 & 348 Statutes/Other Implemented: HB 2431 & 2001 Leg. Assembly History: OSAC 1-2015, f. & cert. ef. 12-18-15 OSAC 8-2002, f. & cert. ef. 3-12-02
575-065-0065 Conditions of Award (1) Except for subsection (2)(b) and (3) below, the maximum period of scholarship eligibility shall not exceed 12 quarters or 8 semesters, of undergraduate study. (2) Except for paragraph (a) of this subsection and subsection (3) below, a recipient must be enrolled or accepted for enrollment as a full-time undergraduate student, as defined by the eligible institution. (a) The Commission may waive the full-time enrollment requirement for students who are enrolled less than full-time provided a term of enrollment begins or ends during a period where there exists an active state declaration of emergency or executive order restricting the operations of institutions of higher education. A student shall receive a grant pursuant to this paragraph provided such student is, at minimum, enrolled in course half-time. (b) The Commission may extend the maximum period of scholarship eligibility for a student that receives a waiver under paragraph (a) of this subsection during a period where there exists an active state declaration of emergency or executive order restricting the operations of institutions of higher education, provided such extension does not violate subsection (4) of ORS 348.272. (3) Students whose statutory rights provide for a legitimate need to exceed 12 quarters or 8 semesters of undergraduate study and/or to attend school for less than half-time undergraduate status may be eligible to receive a scholarship. (4) The Commission may deny renewal of an award to any student failing to maintain satisfactory academic progress as defined by the eligible institution. (5) The Commission may deny renewal of an award to any student failing to continue to show financial need. (6) No scholarship shall be made to any student in default on any federal Title IV loan or owing a refund on federal Title IV student aid programs. (7) The Commission may require proof that the applicant is a Former Foster Child. (8) A recipient must be enrolled in an eligible program as defined in 575-031-0016. (9) A student who is otherwise eligible to receive the grant, but does not enroll or enrolls less than half-time during a term for which there exists an active state declaration of emergency or executive order restricting the operations of institutions of higher education, shall retain eligibility for or the right to renew the grant in the next subsequent term. For the purpose of this subsection, a student shall not be required to enroll in a summer term to retain eligibility. Statutory/Other Authority: ORS 183.348 Statutes/Other Implemented: HB 2431 & 2001 Leg. Assembly History: OSAC 2-2020, amend filed 07/10/2020, effective 07/10/2020 OSAC 1-2020, temporary amend filed 04/10/2020, effective 04/10/2020 through 10/06/2020 OSAC 8-2002, f. & cert. ef. 3-12-02
575-066-0002 Definitions (1) "Academic Year." A period of time, normally beginning in August or September, in which a student would normally be expected to complete at least half-time instruction or the equivalent. (2) “Approved educator preparation provider” means an entity that meets the standards of the Teacher Standards and Practices Commission for preparation of licensed teacher candidates for preprimary programs through grade 12. (3) “Approved educator preparation program” means a licensure program that prepares students to become educators in any grade from preprimary through grade 12, is offered by an approved educator preparation provider and meets the standards of the Teacher Standards and Practices Commission. (4) “Commission” means the Higher Education Coordinating Commission. (5) “Diverse” has the meaning given that term in ORS 342.433. (6) “Eligible institution” is any institution that has an approved educator preparation program as defined in ORS 342.120. (7) “Good standing” means the qualified student is maintaining satisfactory academic progress as defined by the eligible institution. (8) "Half-Time Enrollment" Is registration and payment of required fees as a half-time student, at an eligible institution or combination of eligible institutions, based on standard enrollment ranges at the institution in accordance with the program of study in which the student is enrolled. (9) “Full-Time Enrollment” is registration and payment of required fees as a full-time student, at an eligible institution or combination of eligible institutions, based on standard enrollment ranges at the institution in accordance with the program of study in which the student is enrolled. (10) "Resident." For purposes of the Oregon Teachers Scholars Program, residency is established by virtue of the student (in the case of independent students) or the student's parent (in the case of dependent students) having been in continuous residency in this state for the 12 months preceding enrollment in an eligible program in an eligible institution in Oregon. (11) “Teacher candidate” means an individual who is pursuing their preliminary licensure for teaching, school counseling, school social work or school psychology in a program registered or certified by the Teacher Standards and Practices Commission. “Teacher candidate” does not mean an individual who is preparing to be an administrator. Statutory/Other Authority: ORS 348.295 Statutes/Other Implemented: ORS 348.295 History: OSAC 3-2025, amend filed 12/12/2025, effective 12/12/2025 OSAC 1-2025, temporary amend filed 07/22/2025, effective 07/22/2025 through 01/17/2026 OSAC 4-2023, amend filed 12/14/2023, effective 12/14/2023 OSAC 2-2023, temporary amend filed 08/11/2023, effective 08/11/2023 through 02/06/2024 OSAC 4-2019, adopt filed 05/07/2019, effective 05/07/2019