From SPrater4 at uco.edu  Mon May  1 14:28:21 2017
From: SPrater4 at uco.edu (Susan Prater)
Date: Mon, 1 May 2017 19:28:21 +0000
Subject: [Oasfaa] FW: Summer Enrollment Reporting
In-Reply-To: <DM5PR08MB3468A4BAEC04189E9D5E2082DF110@DM5PR08MB3468.namprd08.prod.outlook.com>
References: <8FE319579563084CA78531748D2C4B6701183C4F@EX-MB-AL3.office.ads.gvsu.edu>
 <CALP=BTz2VONx9WtDBdJy2Ge3dv4n11dXCtJKW5BxOTVwDK7_dg@mail.gmail.com>
 <078A41C09FA6B1478507005ED26A79E3C2D17914@EMP-MB-02.emp.ark.nwc.edu>
 <DM5PR08MB3468A4BAEC04189E9D5E2082DF110@DM5PR08MB3468.namprd08.prod.outlook.com>
Message-ID: <MWHPR08MB3456BB5F691982003CA260C09E140@MWHPR08MB3456.namprd08.prod.outlook.com>

Fellow OASFAA Friends,

A second try at getting this emailed.  Here you go.

Susan Prater
Director
UCO Student Financial Services
405.974.2300

From: Regist-L [mailto:REGIST-L at listserv.gsu.edu] On Behalf Of Simpson, Andy L
Sent: Wednesday, April 26, 2017 9:26 AM
To: REGIST-L at LISTSERV.GSU.EDU<mailto:REGIST-L at LISTSERV.GSU.EDU>
Subject: Re: [REGIST-L] Summer Enrollment Reporting

We reached out to NSC and I have pasted NSC’s response below on this topic. For those of us using NSC, we’re good to go.

[cid:image007.png at 01D2BE6F.1FAD8B00]

Andy Simpson
Registrar
FERPA Compliance Officer
P: 651-631-5239  | F: 651-628-3301
alsimpson at unwsp.edu<mailto:ealsimpson at unwsp.edu>  |   www.unwsp.edu<http://www.unwsp.edu/>

PRIVACY NOTICE:  This message, including any attachments, is intended only for the use of the individual to whom it is addressed and may contain information that is privileged and confidential.  If you are not the intended recipient, you are hereby notified that you have received this transmission in error and that any review, dissemination, distribution or copying of this transmission is prohibited.  If you have received this communication in error, please notify me immediately by reply e-mail.  Destroy all copies of the original message and attachments, both electronic and hard copies.


From: Sandra Burgess [mailto:burgess at studentclearinghouse.org]
Sent: Wednesday, April 26, 2017 8:07 AM
To: Blatchley, Eileen K <EKBlatchley at unwsp.edu<mailto:EKBlatchley at unwsp.edu>>
Subject: Your Voicemail

Eileen,

Good morning! I apologize for the late response – I am traveling on Clearinghouse business.

Regarding the summer notification from FSA last week, there should be no change to reporting to the Clearinghouse on your part.

The Clearinghouse, as part of our process that has been in place since inception, will only report out the ‘last known status’ of the student as we have in our system. If a student is not enrolled in summer, you would not report summer data to us. Therefore, we’d be reporting their spring status even during a summer SSCR as that would be the last status we have on record for the student.

Additionally, if a student was enrolled in Spring at Fulltime/Halftime status and then was only enrolled in Less Than Halftime status for summer, the Clearinghouse currently suppresses the status and will include the Spring deferrable status for the student.

If you have additional questions, please let me know. Have a great day!

Sandra

Sandra Burgess, M.A., Client Management Representative, National Student Clearinghouse
DE, NY, Midwest/North Central, & Proprietary Institutions
2300 Dulles Station Blvd., Suite 300, Herndon, VA 20171
703-742-5508 | http://www.studentclearinghouse.org<http://www.studentclearinghouse.org/>

Winner “2016 When Work Works” & “Excellence in Work-Life Balance”
[Description: Facebook20]<http://www.facebook.com/NSClearinghouse>  [Description: Twitter20] <https://twitter.com/nsclearinghouse>   [Description: GooglePlus20] <https://plus.google.com/102230588301193428796/>   [Description: LinkedIn20] <http://www.linkedin.com/company/national-student-clearinghouse>   [Description: YouTube20] <http://www.youtube.com/nsclearinghouse>

From: Regist-L [mailto:REGIST-L at listserv.gsu.edu] On Behalf Of Jayne Niemi
Sent: Friday, April 21, 2017 3:09 PM
To: REGIST-L at LISTSERV.GSU.EDU<mailto:REGIST-L at LISTSERV.GSU.EDU>
Subject: Re: Summer Enrollment Reporting

My Financial Aid person just shared this with me, and I reacted as you all have.  My practice is pretty much like Scott's, since we don't offer summer session classes.
It doesn't feel right.
Looking forward to hearing what kind of responses you get in your inquiries, Scott!
Jayne

On Fri, Apr 21, 2017 at 12:25 PM, Daniel Vainner <vainneda at gvsu.edu<mailto:vainneda at gvsu.edu>> wrote:
Does anyone have a way of reporting Summer Enrollment the way that the Dept of Ed recommends here<https://ifap.ed.gov/eannouncements/042017SummerTermEnrollmentReportingtotheNSLDS.html>?  They are telling us that if we think they will return in the Fall that we should report them as Full Time in the Summer no matter what, even if they are not enrolled.  I’m struggling with the ethics and logistics of this.  Seems like it would be a massively manual process.

It would not distinguish between those actually enrolled and those not as both could be marked as Full Time for Summer.  Then come fall you would have to adjust those that did not attend to an end date of end of Winter term.  I feel that NSLDS would do better to ignore the Summer reports rather than having incorrect data.  Reporting students as anything but the status that they actually are is against what I studied in Registrar School.

Thanks,

Daniel T. Vainner
Associate Registrar
Grand Valley State University
115C Richard M DeVos Center
401 Fulton Street West
Grand Rapids, MI 49504
P: 616.331.7498<tel:(616)%20331-7498>
 <http://www.gvsu.edu/registrar/>




-- <http://www.gvsu.edu/registrar/>
Jayne

Jayne Niemi, Registrar
Macalester College
1600 Grand Avenue
St. Paul, MN  55105-1899      Office Hours: 8:00 - 4:30 Mon - Fri
Phone 651-696-6200
Fax 651-696-6600<http://www.gvsu.edu/registrar/>
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From mheid at ocap.org  Tue May  2 13:02:33 2017
From: mheid at ocap.org (Heid, Mary)
Date: Tue, 2 May 2017 18:02:33 +0000
Subject: [Oasfaa] OCAP Fiscal Support Specialist III Job Posting
Message-ID: <FAD97A0A0D90214BB6FCEBEEEA62E8CB4716782F@Bellini.lan.ogslp.org>

Oklahoma State Regents for Higher Education  - Fiscal Support Specialist III is open for applications in the OCAP Financial and System Services Department.

Essential Function:  Assist in preparing various Oklahoma College Assistance Program (OCAP) financial reports, including the submission of the monthly Federal Forms 2000 and forward for final review and approval. Serve as the OCAP primary deposit preparer. Perform accounts payable functions including preparation, input, and distribution of invoices/checks and serve as the back-up for the OSRHE business office. Assist in preparing purchase requisitions and review for accuracy prior to forwarding for cost center approval. Assist in preparing the monthly financial and operation statements for OCAP funds for final review and approval. Update and maintain various financial and operational spreadsheets used in the analysis of OCAP operations and preparation of various reports.

Minimum Qualifications:  A bachelor's degree and three (3) years of related work experience or an equivalent combination of education and work-related experience is required. Qualified candidates must have excellent communication, analytical and organizational skills, strong data entry, 10 key by touch and the ability to manage multiple tasks with attention to detail. Candidate must have a strong knowledge of generally accepted accounting principles and of accounting ledgers and journals. Proficient computer skills in Microsoft Office products with emphasis on Excel expertise is required. Excellent attendance record is required.
To view the full job listing and to apply for this position, go to:  http://osrhe.peopleadmin.com/postings/150


Mary Heid
Executive Director
Oklahoma College Assistance Program
    a division of the Oklahoma State Regents for Higher Education
405.234.4489

www.ocap.org<http://www.ocap.org>  www.UcanGo2.org<http://www.UcanGo2.org> www.ReadySetRepay.org<http://www.ReadySetRepay.org> www.oklahomamoneymatters.org<http://www.oklahomamoneymatters.org>

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From BruceWebber at banksnb.com  Tue May  2 18:10:28 2017
From: BruceWebber at banksnb.com (Bruce Webber)
Date: Tue, 2 May 2017 23:10:28 +0000
Subject: [Oasfaa] News on Jeannie Shore
Message-ID: <MWHPR07MB3134BB005FD33391747E423CAA170@MWHPR07MB3134.namprd07.prod.outlook.com>

It is with great sadness that I inform you that Jeannie Shore is in St. John's Hospital in Tulsa and on life support system at this time. Those of you who know Jeannie remember her from SWOSU, NEO, Sallie Mae, Career Education Corporation and various other stops in her financial aid career in Oklahoma and around the country. Her husband Mike and their 2 adult children are there with her. They will be making a decision very soon and the options are not good. It appears that either decision will be end of life without a miracle.

Please keep Jeannie, Mike and their family in your thoughts or prayers.









Bruce Webber  |  SVP, Treasury Management Sales Rep
BruceWebber at banksnb.com
608 S, Main  |  Stillwater ,  OK   74074
405.880.2177  |  405.742.1395  |  405.742.1309
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From BruceWebber at banksnb.com  Wed May  3 18:52:24 2017
From: BruceWebber at banksnb.com (Bruce Webber)
Date: Wed, 3 May 2017 23:52:24 +0000
Subject: [Oasfaa] Jeannie Shore update
Message-ID: <MWHPR07MB3134537ADF45ECB33F4543BEAA160@MWHPR07MB3134.namprd07.prod.outlook.com>

I just spoke to Mike Shore. He, along with their daughter and son, made the decision to take Jeannie will be taken off of life support. Tomorrow morning around 10 a.m. their decision will be honored and the rest will be in the Lord's hands.

Mike did share more information today. Jeannie was diagnosed with COPD several years ago. She had taken a serious downturn in the last several months and was on oxygen 24/7. She never wanted this shared with friends and even kept it from their kids until it could not be hidden any longer.

She had a COPD episode at their home over the weekend. Mike called for an ambulance and when the EMT's arrived they could not find a pulse. They resuscitated her and took her to St. Johns. Mike also shared today that one of the tests they conducted soon after she was admitted was an EEG. It showed serious seizures going on within the brain but very little other measurable brain activity. They did the another EEG yesterday and still another this afternoon with the same results.

Please keep them all in your thoughts and prayers. As you can imagine, it is a very trying time for the family.

I will share any information I receive about funeral arrangements as I receive it.

Please share this with anyone you have contact with who worked with, or was OASFAA friends of, Jeannie and is no longer on the listserv.

Bruce Webber  |  SVP, Treasury Management Sales Rep
BruceWebber at banksnb.com
608 S, Main  |  Stillwater ,  OK   74074
405.880.2177  |  405.742.1395  |  405.742.1309
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From SPrater4 at uco.edu  Thu May  4 08:46:21 2017
From: SPrater4 at uco.edu (Susan Prater)
Date: Thu, 4 May 2017 13:46:21 +0000
Subject: [Oasfaa] =?utf-8?q?FW=3A_FSA=E2=80=99s_Guidance_on_Summer_Term_En?=
 =?utf-8?q?rollment_Reporting?=
In-Reply-To: <DM5PR08MB34681C7951723F0D35D4A333DF160@DM5PR08MB3468.namprd08.prod.outlook.com>
References: <0hx.c3dz0.cnxrj@e2ma.net>
 <DM5PR08MB34681C7951723F0D35D4A333DF160@DM5PR08MB3468.namprd08.prod.outlook.com>
Message-ID: <MWHPR08MB3456E243C12A3DE9BCB6A02C9EEA0@MWHPR08MB3456.namprd08.prod.outlook.com>

Good Morning OASFAA Colleagues,

I am forwarding more communication I was forwarded this morning regarding the reporting of summer enrollment.  Please see below, and I will send any further information received from the clearinghouse via our Senior Associate Registrar.

Thanks.

Susan Prater
Director
UCO Student Financial Services
405.974.2300

From: Paul Patrick
Sent: Wednesday, May 03, 2017 9:45 AM
To: Susan Prater <SPrater4 at uco.edu>; Angela Rice <arice at uco.edu>; Kerry Housley <KHousley1 at uco.edu>
Cc: Adam Johnson <ADJohnson at uco.edu>
Subject: FW: FSA’s Guidance on Summer Term Enrollment Reporting

Paul Patrick
Sr. Associate Registrar
University of Central Oklahoma
(405) 974-2336
ppatrick at uco.edu<mailto:ppatrick at uco.edu>

From: George Levathes, National Student Clearinghouse [mailto:higher_ed at studentclearinghouse.org]
Sent: Monday, May 01, 2017 9:16 AM
To: Paul Patrick <ppatrick at uco.edu<mailto:ppatrick at uco.edu>>
Subject: FSA’s Guidance on Summer Term Enrollment Reporting




Federal Student Aid’s (FSA’s) Guidance on Summer Term Enrollment Reporting





Dear PAUL,
On April 20, the FSA released its guidance related to Summer Term Reporting<https://t.e2ma.net/click/c3dz0/cnxrj/s7752i>. After careful review, the Clearinghouse believes that additional clarity is needed related to the guidance in order to confirm institutional compliance. As a result, we have asked FSA to clarify how the following should be handled by schools:

  1.  Correctly determining the certification dates on spring semester data and when that data should be reported, instead of reporting the "Less Than Half Time" statuses during optional summer terms
  2.  Accurately capturing a student’s withdrawn status during a summer term with respect to the "Date of Determination" logic
  3.  Accurately capturing the correct dates for a student who was "Less Than Half Time" during optional summer terms and who does not return in the fall
Our objective in asking for the above clarifications is to ensure the highest standards of data quality and integrity are reflected in the information being reported. The Clearinghouse is also working to determine if any changes are needed within our process to ensure our summer reporting aligns with the needs of both loan servicers and NSLDS.
We do not anticipate that your school will need to make any changes in your reporting to the Clearinghouse.
Please stay tuned as we await further clarification from FSA, which we will share with you.
If you have any audit or compliance related questions, please contact our Audit Resource Center at auditresource at studentclearinghouse.org<mailto:auditresource at studentclearinghouse.org?subject=>.
If you have questions regarding how you should submit your enrollment information, please contact our Data Integrity and Operations Department at schoolops at studentclearinghouse.org<mailto:schoolops at studentclearinghouse.org?subject=>.




Sincerely,




[Image removed by sender.]






George Levathes
Vice President, Compliance and Education Finance Industry Relations




[Image removed by sender.]






For news & updates, subscribe to our blog<https://t.e2ma.net/click/c3dz0/cnxrj/8z852i>. For training resources & events, visit the Clearinghouse Academy<https://t.e2ma.net/click/c3dz0/cnxrj/os952i>.






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From ggaroffo at cameron.edu  Thu May  4 13:29:04 2017
From: ggaroffo at cameron.edu (Gary Garoffolo)
Date: Thu, 4 May 2017 18:29:04 +0000
Subject: [Oasfaa] OASFAA Digest, Vol 156, Issue 3
In-Reply-To: <mailman.7.1493917201.2251.oasfaa@lists.onenet.net>
References: <mailman.7.1493917201.2251.oasfaa@lists.onenet.net>
Message-ID: <8bf843c86b8147a4a2bc8cffc12b36f9@Exdb1.cameron.edu>

Thank you Bruce for keeping us informed on Jeannie's condition.
 Many of us old OASFAA members have known Jeannie for a long time. As a consultant I would cross paths with her every once in a while at the Tulsa Airport either departing or arriving. I will remember her smile and laugh. 
My thoughts are with her family at this time. 

Gary J. Garoffolo
Director
Student Financial Assistance | 580-581-2221


-----Original Message-----
From: OASFAA [mailto:oasfaa-bounces at lists.onenet.net] On Behalf Of oasfaa-request at lists.onenet.net
Sent: Thursday, May 04, 2017 12:00 PM
To: oasfaa at lists.onenet.net
Subject: OASFAA Digest, Vol 156, Issue 3

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When replying, please edit your Subject line so it is more specific than "Re: Contents of OASFAA digest..."


Today's Topics:

   1. Jeannie Shore update (Bruce Webber)
   2. FW: FSA’s Guidance on Summer Term Enrollment Reporting
      (Susan Prater)


----------------------------------------------------------------------

Message: 1
Date: Wed, 3 May 2017 23:52:24 +0000
From: Bruce Webber <BruceWebber at banksnb.com>
To: "oasfaa at lists.onenet.net" <oasfaa at lists.onenet.net>
Cc: "dora.gilbert at tulsacc.edu" <dora.gilbert at tulsacc.edu>,
	"lbates at vistacollege.edu" <lbates at vistacollege.edu>,
	"larry.kelley at yahoo.com" <larry.kelley at yahoo.com>
Subject: [Oasfaa] Jeannie Shore update
Message-ID:
	<MWHPR07MB3134537ADF45ECB33F4543BEAA160 at MWHPR07MB3134.namprd07.prod.outlook.com>
	
Content-Type: text/plain; charset="utf-8"

I just spoke to Mike Shore. He, along with their daughter and son, made the decision to take Jeannie will be taken off of life support. Tomorrow morning around 10 a.m. their decision will be honored and the rest will be in the Lord's hands.

Mike did share more information today. Jeannie was diagnosed with COPD several years ago. She had taken a serious downturn in the last several months and was on oxygen 24/7. She never wanted this shared with friends and even kept it from their kids until it could not be hidden any longer.

She had a COPD episode at their home over the weekend. Mike called for an ambulance and when the EMT's arrived they could not find a pulse. They resuscitated her and took her to St. Johns. Mike also shared today that one of the tests they conducted soon after she was admitted was an EEG. It showed serious seizures going on within the brain but very little other measurable brain activity. They did the another EEG yesterday and still another this afternoon with the same results.

Please keep them all in your thoughts and prayers. As you can imagine, it is a very trying time for the family.

I will share any information I receive about funeral arrangements as I receive it.

Please share this with anyone you have contact with who worked with, or was OASFAA friends of, Jeannie and is no longer on the listserv.

Bruce Webber  |  SVP, Treasury Management Sales Rep BruceWebber at banksnb.com
608 S, Main  |  Stillwater ,  OK   74074
405.880.2177  |  405.742.1395  |  405.742.1309
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------------------------------

Message: 2
Date: Thu, 4 May 2017 13:46:21 +0000
From: Susan Prater <SPrater4 at uco.edu>
To: " (oasfaa at lists.onenet.net)" <oasfaa at lists.onenet.net>
Subject: [Oasfaa] FW: FSA’s Guidance on Summer Term Enrollment
	Reporting
Message-ID:
	<MWHPR08MB3456E243C12A3DE9BCB6A02C9EEA0 at MWHPR08MB3456.namprd08.prod.outlook.com>
	
Content-Type: text/plain; charset="utf-8"

Good Morning OASFAA Colleagues,

I am forwarding more communication I was forwarded this morning regarding the reporting of summer enrollment.  Please see below, and I will send any further information received from the clearinghouse via our Senior Associate Registrar.

Thanks.

Susan Prater
Director
UCO Student Financial Services
405.974.2300

From: Paul Patrick
Sent: Wednesday, May 03, 2017 9:45 AM
To: Susan Prater <SPrater4 at uco.edu>; Angela Rice <arice at uco.edu>; Kerry Housley <KHousley1 at uco.edu>
Cc: Adam Johnson <ADJohnson at uco.edu>
Subject: FW: FSA’s Guidance on Summer Term Enrollment Reporting

Paul Patrick
Sr. Associate Registrar
University of Central Oklahoma
(405) 974-2336
ppatrick at uco.edu<mailto:ppatrick at uco.edu>

From: George Levathes, National Student Clearinghouse [mailto:higher_ed at studentclearinghouse.org]
Sent: Monday, May 01, 2017 9:16 AM
To: Paul Patrick <ppatrick at uco.edu<mailto:ppatrick at uco.edu>>
Subject: FSA’s Guidance on Summer Term Enrollment Reporting




Federal Student Aid’s (FSA’s) Guidance on Summer Term Enrollment Reporting





Dear PAUL,
On April 20, the FSA released its guidance related to Summer Term Reporting<https://t.e2ma.net/click/c3dz0/cnxrj/s7752i>. After careful review, the Clearinghouse believes that additional clarity is needed related to the guidance in order to confirm institutional compliance. As a result, we have asked FSA to clarify how the following should be handled by schools:

  1.  Correctly determining the certification dates on spring semester data and when that data should be reported, instead of reporting the "Less Than Half Time" statuses during optional summer terms
  2.  Accurately capturing a student’s withdrawn status during a summer term with respect to the "Date of Determination" logic
  3.  Accurately capturing the correct dates for a student who was "Less Than Half Time" during optional summer terms and who does not return in the fall Our objective in asking for the above clarifications is to ensure the highest standards of data quality and integrity are reflected in the information being reported. The Clearinghouse is also working to determine if any changes are needed within our process to ensure our summer reporting aligns with the needs of both loan servicers and NSLDS.
We do not anticipate that your school will need to make any changes in your reporting to the Clearinghouse.
Please stay tuned as we await further clarification from FSA, which we will share with you.
If you have any audit or compliance related questions, please contact our Audit Resource Center at auditresource at studentclearinghouse.org<mailto:auditresource at studentclearinghouse.org?subject=>.
If you have questions regarding how you should submit your enrollment information, please contact our Data Integrity and Operations Department at schoolops at studentclearinghouse.org<mailto:schoolops at studentclearinghouse.org?subject=>.




Sincerely,




[Image removed by sender.]






George Levathes
Vice President, Compliance and Education Finance Industry Relations




[Image removed by sender.]






For news & updates, subscribe to our blog<https://t.e2ma.net/click/c3dz0/cnxrj/8z852i>. For training resources & events, visit the Clearinghouse Academy<https://t.e2ma.net/click/c3dz0/cnxrj/os952i>.






www.studentclearinghouse.org<https://t.e2ma.net/click/c3dz0/cnxrj/4ka62i>
©2017 National Student Clearinghouse All rights reserved.
Clicking the opt out link below will remove your name from promotions sent by the National Student Clearinghouse via Emma only and not announcements direct from the National Student Clearinghouse.



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------------------------------

Subject: Digest Footer

_______________________________________________
OASFAA mailing list
OASFAA at lists.onenet.net
https://lists.onenet.net/mailman/listinfo/oasfaa

------------------------------

End of OASFAA Digest, Vol 156, Issue 3
**************************************

From SPrater4 at uco.edu  Thu May  4 14:07:40 2017
From: SPrater4 at uco.edu (Susan Prater)
Date: Thu, 4 May 2017 19:07:40 +0000
Subject: [Oasfaa] OASFAA Digest, Vol 156, Issue 3
In-Reply-To: <8bf843c86b8147a4a2bc8cffc12b36f9@Exdb1.cameron.edu>
References: <mailman.7.1493917201.2251.oasfaa@lists.onenet.net>
 <8bf843c86b8147a4a2bc8cffc12b36f9@Exdb1.cameron.edu>
Message-ID: <MWHPR08MB345699CE8FBAF2CB9DF392A09EEA0@MWHPR08MB3456.namprd08.prod.outlook.com>

Yes indeed.  I had emailed Bruce directly when I heard.  Gary, guess I'm thinking wrong at one time she was at what was then TJC (TCC)?  It's so, so sad.  She was a sharp, pretty, and yes, had a great smile.  I have great memories of Jeannie!

Susan Prater
Director
UCO Student Financial Services
405.974.2300

-----Original Message-----
From: OASFAA [mailto:oasfaa-bounces at lists.onenet.net] On Behalf Of Gary Garoffolo
Sent: Thursday, May 04, 2017 1:29 PM
To: oasfaa at lists.onenet.net
Subject: Re: [Oasfaa] OASFAA Digest, Vol 156, Issue 3

Thank you Bruce for keeping us informed on Jeannie's condition.
 Many of us old OASFAA members have known Jeannie for a long time. As a consultant I would cross paths with her every once in a while at the Tulsa Airport either departing or arriving. I will remember her smile and laugh. 
My thoughts are with her family at this time. 

Gary J. Garoffolo
Director
Student Financial Assistance | 580-581-2221


-----Original Message-----
From: OASFAA [mailto:oasfaa-bounces at lists.onenet.net] On Behalf Of oasfaa-request at lists.onenet.net
Sent: Thursday, May 04, 2017 12:00 PM
To: oasfaa at lists.onenet.net
Subject: OASFAA Digest, Vol 156, Issue 3

Send OASFAA mailing list submissions to
	oasfaa at lists.onenet.net

To subscribe or unsubscribe via the World Wide Web, visit
	https://lists.onenet.net/mailman/listinfo/oasfaa
or, via email, send a message with subject or body 'help' to
	oasfaa-request at lists.onenet.net

You can reach the person managing the list at
	oasfaa-owner at lists.onenet.net

When replying, please edit your Subject line so it is more specific than "Re: Contents of OASFAA digest..."


Today's Topics:

   1. Jeannie Shore update (Bruce Webber)
   2. FW: FSA’s Guidance on Summer Term Enrollment Reporting
      (Susan Prater)


----------------------------------------------------------------------

Message: 1
Date: Wed, 3 May 2017 23:52:24 +0000
From: Bruce Webber <BruceWebber at banksnb.com>
To: "oasfaa at lists.onenet.net" <oasfaa at lists.onenet.net>
Cc: "dora.gilbert at tulsacc.edu" <dora.gilbert at tulsacc.edu>,
	"lbates at vistacollege.edu" <lbates at vistacollege.edu>,
	"larry.kelley at yahoo.com" <larry.kelley at yahoo.com>
Subject: [Oasfaa] Jeannie Shore update
Message-ID:
	<MWHPR07MB3134537ADF45ECB33F4543BEAA160 at MWHPR07MB3134.namprd07.prod.outlook.com>
	
Content-Type: text/plain; charset="utf-8"

I just spoke to Mike Shore. He, along with their daughter and son, made the decision to take Jeannie will be taken off of life support. Tomorrow morning around 10 a.m. their decision will be honored and the rest will be in the Lord's hands.

Mike did share more information today. Jeannie was diagnosed with COPD several years ago. She had taken a serious downturn in the last several months and was on oxygen 24/7. She never wanted this shared with friends and even kept it from their kids until it could not be hidden any longer.

She had a COPD episode at their home over the weekend. Mike called for an ambulance and when the EMT's arrived they could not find a pulse. They resuscitated her and took her to St. Johns. Mike also shared today that one of the tests they conducted soon after she was admitted was an EEG. It showed serious seizures going on within the brain but very little other measurable brain activity. They did the another EEG yesterday and still another this afternoon with the same results.

Please keep them all in your thoughts and prayers. As you can imagine, it is a very trying time for the family.

I will share any information I receive about funeral arrangements as I receive it.

Please share this with anyone you have contact with who worked with, or was OASFAA friends of, Jeannie and is no longer on the listserv.

Bruce Webber  |  SVP, Treasury Management Sales Rep BruceWebber at banksnb.com
608 S, Main  |  Stillwater ,  OK   74074
405.880.2177  |  405.742.1395  |  405.742.1309
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------------------------------

Message: 2
Date: Thu, 4 May 2017 13:46:21 +0000
From: Susan Prater <SPrater4 at uco.edu>
To: " (oasfaa at lists.onenet.net)" <oasfaa at lists.onenet.net>
Subject: [Oasfaa] FW: FSA’s Guidance on Summer Term Enrollment
	Reporting
Message-ID:
	<MWHPR08MB3456E243C12A3DE9BCB6A02C9EEA0 at MWHPR08MB3456.namprd08.prod.outlook.com>
	
Content-Type: text/plain; charset="utf-8"

Good Morning OASFAA Colleagues,

I am forwarding more communication I was forwarded this morning regarding the reporting of summer enrollment.  Please see below, and I will send any further information received from the clearinghouse via our Senior Associate Registrar.

Thanks.

Susan Prater
Director
UCO Student Financial Services
405.974.2300

From: Paul Patrick
Sent: Wednesday, May 03, 2017 9:45 AM
To: Susan Prater <SPrater4 at uco.edu>; Angela Rice <arice at uco.edu>; Kerry Housley <KHousley1 at uco.edu>
Cc: Adam Johnson <ADJohnson at uco.edu>
Subject: FW: FSA’s Guidance on Summer Term Enrollment Reporting

Paul Patrick
Sr. Associate Registrar
University of Central Oklahoma
(405) 974-2336
ppatrick at uco.edu<mailto:ppatrick at uco.edu>

From: George Levathes, National Student Clearinghouse [mailto:higher_ed at studentclearinghouse.org]
Sent: Monday, May 01, 2017 9:16 AM
To: Paul Patrick <ppatrick at uco.edu<mailto:ppatrick at uco.edu>>
Subject: FSA’s Guidance on Summer Term Enrollment Reporting




Federal Student Aid’s (FSA’s) Guidance on Summer Term Enrollment Reporting





Dear PAUL,
On April 20, the FSA released its guidance related to Summer Term Reporting<https://t.e2ma.net/click/c3dz0/cnxrj/s7752i>. After careful review, the Clearinghouse believes that additional clarity is needed related to the guidance in order to confirm institutional compliance. As a result, we have asked FSA to clarify how the following should be handled by schools:

  1.  Correctly determining the certification dates on spring semester data and when that data should be reported, instead of reporting the "Less Than Half Time" statuses during optional summer terms
  2.  Accurately capturing a student’s withdrawn status during a summer term with respect to the "Date of Determination" logic
  3.  Accurately capturing the correct dates for a student who was "Less Than Half Time" during optional summer terms and who does not return in the fall Our objective in asking for the above clarifications is to ensure the highest standards of data quality and integrity are reflected in the information being reported. The Clearinghouse is also working to determine if any changes are needed within our process to ensure our summer reporting aligns with the needs of both loan servicers and NSLDS.
We do not anticipate that your school will need to make any changes in your reporting to the Clearinghouse.
Please stay tuned as we await further clarification from FSA, which we will share with you.
If you have any audit or compliance related questions, please contact our Audit Resource Center at auditresource at studentclearinghouse.org<mailto:auditresource at studentclearinghouse.org?subject=>.
If you have questions regarding how you should submit your enrollment information, please contact our Data Integrity and Operations Department at schoolops at studentclearinghouse.org<mailto:schoolops at studentclearinghouse.org?subject=>.




Sincerely,




[Image removed by sender.]






George Levathes
Vice President, Compliance and Education Finance Industry Relations




[Image removed by sender.]






For news & updates, subscribe to our blog<https://t.e2ma.net/click/c3dz0/cnxrj/8z852i>. For training resources & events, visit the Clearinghouse Academy<https://t.e2ma.net/click/c3dz0/cnxrj/os952i>.






www.studentclearinghouse.org<https://t.e2ma.net/click/c3dz0/cnxrj/4ka62i>
©2017 National Student Clearinghouse All rights reserved.
Clicking the opt out link below will remove your name from promotions sent by the National Student Clearinghouse via Emma only and not announcements direct from the National Student Clearinghouse.



Share this email:

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Manage<https://app.e2ma.net/app2/audience/signup/50907/30086/15939974/> your preferences | Opt out<https://t.e2ma.net/optout/c3dz0/cnxrj?r=aHR0cHM6Ly9hcHAuZTJtYS5uZXQvYXBwMi9hdWRpZW5jZS9vcHRfb3V0LzUwOTA3LzMwMDg2LzE1OTM5OTc0Lw==> using TrueRemove™ Got this as a forward? Sign up<https://app.e2ma.net/app2/audience/signup/50907/30086.44841350/> to receive our future emails.
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------------------------------

Subject: Digest Footer

_______________________________________________
OASFAA mailing list
OASFAA at lists.onenet.net
https://lists.onenet.net/mailman/listinfo/oasfaa

------------------------------

End of OASFAA Digest, Vol 156, Issue 3
**************************************

From vicki-hendrickson at utulsa.edu  Thu May  4 14:16:41 2017
From: vicki-hendrickson at utulsa.edu (Hendrickson, Vicki)
Date: Thu, 4 May 2017 19:16:41 +0000
Subject: [Oasfaa] OASFAA Digest, Vol 156, Issue 3
In-Reply-To: <MWHPR08MB345699CE8FBAF2CB9DF392A09EEA0@MWHPR08MB3456.namprd08.prod.outlook.com>
References: <mailman.7.1493917201.2251.oasfaa@lists.onenet.net>
 <8bf843c86b8147a4a2bc8cffc12b36f9@Exdb1.cameron.edu>
 <MWHPR08MB345699CE8FBAF2CB9DF392A09EEA0@MWHPR08MB3456.namprd08.prod.outlook.com>
Message-ID: <125748b0d0e54fbdbff2e2587e9417e9@cane.ad.utulsa.edu>

Jeannie was a hard worker, I respected Jeannie as a knowledgeable force in our industry.  She also had a great sense of humor.  Her eyes would just sparkle with mischief.

She will be missed.  My prayers and sympathy to her precious family.

Vicki Hendrickson
Director, Student Financial Services
The University of Tulsa
800 South Tucker Drive
Tulsa, OK 74104-9700
(918) 631-2526
Vicki-hendrickson at utulsa.edu
http://admission.utulsa.edu/financial-aid/



-----Original Message-----
From: OASFAA [mailto:oasfaa-bounces at lists.onenet.net] On Behalf Of Susan Prater
Sent: Thursday, May 4, 2017 2:08 PM
To: Gary Garoffolo <ggaroffo at cameron.edu>; oasfaa at lists.onenet.net
Subject: Re: [Oasfaa] OASFAA Digest, Vol 156, Issue 3

Yes indeed.  I had emailed Bruce directly when I heard.  Gary, guess I'm thinking wrong at one time she was at what was then TJC (TCC)?  It's so, so sad.  She was a sharp, pretty, and yes, had a great smile.  I have great memories of Jeannie!

Susan Prater
Director
UCO Student Financial Services
405.974.2300

-----Original Message-----
From: OASFAA [mailto:oasfaa-bounces at lists.onenet.net] On Behalf Of Gary Garoffolo
Sent: Thursday, May 04, 2017 1:29 PM
To: oasfaa at lists.onenet.net
Subject: Re: [Oasfaa] OASFAA Digest, Vol 156, Issue 3

Thank you Bruce for keeping us informed on Jeannie's condition.
 Many of us old OASFAA members have known Jeannie for a long time. As a consultant I would cross paths with her every once in a while at the Tulsa Airport either departing or arriving. I will remember her smile and laugh. 
My thoughts are with her family at this time. 

Gary J. Garoffolo
Director
Student Financial Assistance | 580-581-2221


-----Original Message-----
From: OASFAA [mailto:oasfaa-bounces at lists.onenet.net] On Behalf Of oasfaa-request at lists.onenet.net
Sent: Thursday, May 04, 2017 12:00 PM
To: oasfaa at lists.onenet.net
Subject: OASFAA Digest, Vol 156, Issue 3

Send OASFAA mailing list submissions to
	oasfaa at lists.onenet.net

To subscribe or unsubscribe via the World Wide Web, visit
	https://lists.onenet.net/mailman/listinfo/oasfaa
or, via email, send a message with subject or body 'help' to
	oasfaa-request at lists.onenet.net

You can reach the person managing the list at
	oasfaa-owner at lists.onenet.net

When replying, please edit your Subject line so it is more specific than "Re: Contents of OASFAA digest..."


Today's Topics:

   1. Jeannie Shore update (Bruce Webber)
   2. FW: FSA’s Guidance on Summer Term Enrollment Reporting
      (Susan Prater)


----------------------------------------------------------------------

Message: 1
Date: Wed, 3 May 2017 23:52:24 +0000
From: Bruce Webber <BruceWebber at banksnb.com>
To: "oasfaa at lists.onenet.net" <oasfaa at lists.onenet.net>
Cc: "dora.gilbert at tulsacc.edu" <dora.gilbert at tulsacc.edu>,
	"lbates at vistacollege.edu" <lbates at vistacollege.edu>,
	"larry.kelley at yahoo.com" <larry.kelley at yahoo.com>
Subject: [Oasfaa] Jeannie Shore update
Message-ID:
	<MWHPR07MB3134537ADF45ECB33F4543BEAA160 at MWHPR07MB3134.namprd07.prod.outlook.com>
	
Content-Type: text/plain; charset="utf-8"

I just spoke to Mike Shore. He, along with their daughter and son, made the decision to take Jeannie will be taken off of life support. Tomorrow morning around 10 a.m. their decision will be honored and the rest will be in the Lord's hands.

Mike did share more information today. Jeannie was diagnosed with COPD several years ago. She had taken a serious downturn in the last several months and was on oxygen 24/7. She never wanted this shared with friends and even kept it from their kids until it could not be hidden any longer.

She had a COPD episode at their home over the weekend. Mike called for an ambulance and when the EMT's arrived they could not find a pulse. They resuscitated her and took her to St. Johns. Mike also shared today that one of the tests they conducted soon after she was admitted was an EEG. It showed serious seizures going on within the brain but very little other measurable brain activity. They did the another EEG yesterday and still another this afternoon with the same results.

Please keep them all in your thoughts and prayers. As you can imagine, it is a very trying time for the family.

I will share any information I receive about funeral arrangements as I receive it.

Please share this with anyone you have contact with who worked with, or was OASFAA friends of, Jeannie and is no longer on the listserv.

Bruce Webber  |  SVP, Treasury Management Sales Rep BruceWebber at banksnb.com
608 S, Main  |  Stillwater ,  OK   74074
405.880.2177  |  405.742.1395  |  405.742.1309
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------------------------------

Message: 2
Date: Thu, 4 May 2017 13:46:21 +0000
From: Susan Prater <SPrater4 at uco.edu>
To: " (oasfaa at lists.onenet.net)" <oasfaa at lists.onenet.net>
Subject: [Oasfaa] FW: FSA’s Guidance on Summer Term Enrollment
	Reporting
Message-ID:
	<MWHPR08MB3456E243C12A3DE9BCB6A02C9EEA0 at MWHPR08MB3456.namprd08.prod.outlook.com>
	
Content-Type: text/plain; charset="utf-8"

Good Morning OASFAA Colleagues,

I am forwarding more communication I was forwarded this morning regarding the reporting of summer enrollment.  Please see below, and I will send any further information received from the clearinghouse via our Senior Associate Registrar.

Thanks.

Susan Prater
Director
UCO Student Financial Services
405.974.2300

From: Paul Patrick
Sent: Wednesday, May 03, 2017 9:45 AM
To: Susan Prater <SPrater4 at uco.edu>; Angela Rice <arice at uco.edu>; Kerry Housley <KHousley1 at uco.edu>
Cc: Adam Johnson <ADJohnson at uco.edu>
Subject: FW: FSA’s Guidance on Summer Term Enrollment Reporting

Paul Patrick
Sr. Associate Registrar
University of Central Oklahoma
(405) 974-2336
ppatrick at uco.edu<mailto:ppatrick at uco.edu>

From: George Levathes, National Student Clearinghouse [mailto:higher_ed at studentclearinghouse.org]
Sent: Monday, May 01, 2017 9:16 AM
To: Paul Patrick <ppatrick at uco.edu<mailto:ppatrick at uco.edu>>
Subject: FSA’s Guidance on Summer Term Enrollment Reporting




Federal Student Aid’s (FSA’s) Guidance on Summer Term Enrollment Reporting





Dear PAUL,
On April 20, the FSA released its guidance related to Summer Term Reporting<https://t.e2ma.net/click/c3dz0/cnxrj/s7752i>. After careful review, the Clearinghouse believes that additional clarity is needed related to the guidance in order to confirm institutional compliance. As a result, we have asked FSA to clarify how the following should be handled by schools:

  1.  Correctly determining the certification dates on spring semester data and when that data should be reported, instead of reporting the "Less Than Half Time" statuses during optional summer terms
  2.  Accurately capturing a student’s withdrawn status during a summer term with respect to the "Date of Determination" logic
  3.  Accurately capturing the correct dates for a student who was "Less Than Half Time" during optional summer terms and who does not return in the fall Our objective in asking for the above clarifications is to ensure the highest standards of data quality and integrity are reflected in the information being reported. The Clearinghouse is also working to determine if any changes are needed within our process to ensure our summer reporting aligns with the needs of both loan servicers and NSLDS.
We do not anticipate that your school will need to make any changes in your reporting to the Clearinghouse.
Please stay tuned as we await further clarification from FSA, which we will share with you.
If you have any audit or compliance related questions, please contact our Audit Resource Center at auditresource at studentclearinghouse.org<mailto:auditresource at studentclearinghouse.org?subject=>.
If you have questions regarding how you should submit your enrollment information, please contact our Data Integrity and Operations Department at schoolops at studentclearinghouse.org<mailto:schoolops at studentclearinghouse.org?subject=>.




Sincerely,




[Image removed by sender.]






George Levathes
Vice President, Compliance and Education Finance Industry Relations




[Image removed by sender.]






For news & updates, subscribe to our blog<https://t.e2ma.net/click/c3dz0/cnxrj/8z852i>. For training resources & events, visit the Clearinghouse Academy<https://t.e2ma.net/click/c3dz0/cnxrj/os952i>.






www.studentclearinghouse.org<https://t.e2ma.net/click/c3dz0/cnxrj/4ka62i>
©2017 National Student Clearinghouse All rights reserved.
Clicking the opt out link below will remove your name from promotions sent by the National Student Clearinghouse via Emma only and not announcements direct from the National Student Clearinghouse.



Share this email:

[Image removed by sender.]<https://t.e2ma.net/share/outbound/e/c3dz0/cnxrj>




Manage<https://app.e2ma.net/app2/audience/signup/50907/30086/15939974/> your preferences | Opt out<https://t.e2ma.net/optout/c3dz0/cnxrj?r=aHR0cHM6Ly9hcHAuZTJtYS5uZXQvYXBwMi9hdWRpZW5jZS9vcHRfb3V0LzUwOTA3LzMwMDg2LzE1OTM5OTc0Lw==> using TrueRemove™ Got this as a forward? Sign up<https://app.e2ma.net/app2/audience/signup/50907/30086.44841350/> to receive our future emails.
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2300 Dulles Station Blvd., Suite 300
Herndon, VA | 20171 US

This email was sent to ppatrick at uco.edu.
To continue receiving our emails, add us to your address book. <ppatrick at uco.edu>









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------------------------------

Subject: Digest Footer

_______________________________________________
OASFAA mailing list
OASFAA at lists.onenet.net
https://lists.onenet.net/mailman/listinfo/oasfaa

------------------------------

End of OASFAA Digest, Vol 156, Issue 3
**************************************

From myrna.cross at wosc.edu  Thu May  4 15:16:17 2017
From: myrna.cross at wosc.edu (myrna cross)
Date: Thu, 4 May 2017 15:16:17 -0500
Subject: [Oasfaa] Jeannie
Message-ID: <CABnFhC34aiue3MsYFgLLKm=2Ks04jmXTHqqvYzwDKga8-RG9rw@mail.gmail.com>

Yes, I smile when I think of Jeannie.  Always friendly, energetic and knew
what she was doing.  It was always fun to see her and find out what she'd
been up to.  I will miss her too!!

Praying for all!

*Myrna Cross*
*Director, Financial Aid/VA*
*Western Oklahoma State College*
*2801 N. Main*
*Altus, OK  73521*
*580-477-7712*
*580-477-7716 fax*
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From kkey at neo.edu  Thu May  4 15:17:33 2017
From: kkey at neo.edu (Key, Karen L)
Date: Thu, 4 May 2017 20:17:33 +0000
Subject: [Oasfaa] OASFAA Digest, Vol 156, Issue 3
In-Reply-To: <125748b0d0e54fbdbff2e2587e9417e9@cane.ad.utulsa.edu>
References: <mailman.7.1493917201.2251.oasfaa@lists.onenet.net>
 <8bf843c86b8147a4a2bc8cffc12b36f9@Exdb1.cameron.edu>
 <MWHPR08MB345699CE8FBAF2CB9DF392A09EEA0@MWHPR08MB3456.namprd08.prod.outlook.com>
 <125748b0d0e54fbdbff2e2587e9417e9@cane.ad.utulsa.edu>
Message-ID: <BY2PR0301MB206900CC72B455295EEA7E4ED8EA0@BY2PR0301MB2069.namprd03.prod.outlook.com>

I responded only to Bruce yesterday as well.  Jeannie was the Financial Aid Director at NEO in the 1990's.  I also respected her hard work and leadership skills and had LOTS of good times working with and for her.  Jeannie knew her stuff and made work fun.  She will be greatly missed as both a friend and colleague.           

Karen Key
NEO A&M College
Assistant Financial Aid Director
Phone 918-540-6244
Fax 918-542-9759



-----Original Message-----
From: OASFAA [mailto:oasfaa-bounces at lists.onenet.net] On Behalf Of Hendrickson, Vicki
Sent: Thursday, May 4, 2017 2:17 PM
To: Susan Prater <SPrater4 at uco.edu>; Gary Garoffolo <ggaroffo at cameron.edu>; oasfaa at lists.onenet.net
Subject: Re: [Oasfaa] OASFAA Digest, Vol 156, Issue 3

Jeannie was a hard worker, I respected Jeannie as a knowledgeable force in our industry.  She also had a great sense of humor.  Her eyes would just sparkle with mischief.

She will be missed.  My prayers and sympathy to her precious family.

Vicki Hendrickson
Director, Student Financial Services
The University of Tulsa
800 South Tucker Drive
Tulsa, OK 74104-9700
(918) 631-2526
Vicki-hendrickson at utulsa.edu
http://admission.utulsa.edu/financial-aid/



-----Original Message-----
From: OASFAA [mailto:oasfaa-bounces at lists.onenet.net] On Behalf Of Susan Prater
Sent: Thursday, May 4, 2017 2:08 PM
To: Gary Garoffolo <ggaroffo at cameron.edu>; oasfaa at lists.onenet.net
Subject: Re: [Oasfaa] OASFAA Digest, Vol 156, Issue 3

Yes indeed.  I had emailed Bruce directly when I heard.  Gary, guess I'm thinking wrong at one time she was at what was then TJC (TCC)?  It's so, so sad.  She was a sharp, pretty, and yes, had a great smile.  I have great memories of Jeannie!

Susan Prater
Director
UCO Student Financial Services
405.974.2300

-----Original Message-----
From: OASFAA [mailto:oasfaa-bounces at lists.onenet.net] On Behalf Of Gary Garoffolo
Sent: Thursday, May 04, 2017 1:29 PM
To: oasfaa at lists.onenet.net
Subject: Re: [Oasfaa] OASFAA Digest, Vol 156, Issue 3

Thank you Bruce for keeping us informed on Jeannie's condition.
 Many of us old OASFAA members have known Jeannie for a long time. As a consultant I would cross paths with her every once in a while at the Tulsa Airport either departing or arriving. I will remember her smile and laugh. 
My thoughts are with her family at this time. 

Gary J. Garoffolo
Director
Student Financial Assistance | 580-581-2221


-----Original Message-----
From: OASFAA [mailto:oasfaa-bounces at lists.onenet.net] On Behalf Of oasfaa-request at lists.onenet.net
Sent: Thursday, May 04, 2017 12:00 PM
To: oasfaa at lists.onenet.net
Subject: OASFAA Digest, Vol 156, Issue 3

Send OASFAA mailing list submissions to
	oasfaa at lists.onenet.net

To subscribe or unsubscribe via the World Wide Web, visit
	https://lists.onenet.net/mailman/listinfo/oasfaa
or, via email, send a message with subject or body 'help' to
	oasfaa-request at lists.onenet.net

You can reach the person managing the list at
	oasfaa-owner at lists.onenet.net

When replying, please edit your Subject line so it is more specific than "Re: Contents of OASFAA digest..."


Today's Topics:

   1. Jeannie Shore update (Bruce Webber)
   2. FW: FSA’s Guidance on Summer Term Enrollment Reporting
      (Susan Prater)


----------------------------------------------------------------------

Message: 1
Date: Wed, 3 May 2017 23:52:24 +0000
From: Bruce Webber <BruceWebber at banksnb.com>
To: "oasfaa at lists.onenet.net" <oasfaa at lists.onenet.net>
Cc: "dora.gilbert at tulsacc.edu" <dora.gilbert at tulsacc.edu>,
	"lbates at vistacollege.edu" <lbates at vistacollege.edu>,
	"larry.kelley at yahoo.com" <larry.kelley at yahoo.com>
Subject: [Oasfaa] Jeannie Shore update
Message-ID:
	<MWHPR07MB3134537ADF45ECB33F4543BEAA160 at MWHPR07MB3134.namprd07.prod.outlook.com>
	
Content-Type: text/plain; charset="utf-8"

I just spoke to Mike Shore. He, along with their daughter and son, made the decision to take Jeannie will be taken off of life support. Tomorrow morning around 10 a.m. their decision will be honored and the rest will be in the Lord's hands.

Mike did share more information today. Jeannie was diagnosed with COPD several years ago. She had taken a serious downturn in the last several months and was on oxygen 24/7. She never wanted this shared with friends and even kept it from their kids until it could not be hidden any longer.

She had a COPD episode at their home over the weekend. Mike called for an ambulance and when the EMT's arrived they could not find a pulse. They resuscitated her and took her to St. Johns. Mike also shared today that one of the tests they conducted soon after she was admitted was an EEG. It showed serious seizures going on within the brain but very little other measurable brain activity. They did the another EEG yesterday and still another this afternoon with the same results.

Please keep them all in your thoughts and prayers. As you can imagine, it is a very trying time for the family.

I will share any information I receive about funeral arrangements as I receive it.

Please share this with anyone you have contact with who worked with, or was OASFAA friends of, Jeannie and is no longer on the listserv.

Bruce Webber  |  SVP, Treasury Management Sales Rep BruceWebber at banksnb.com
608 S, Main  |  Stillwater ,  OK   74074
405.880.2177  |  405.742.1395  |  405.742.1309
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------------------------------

Message: 2
Date: Thu, 4 May 2017 13:46:21 +0000
From: Susan Prater <SPrater4 at uco.edu>
To: " (oasfaa at lists.onenet.net)" <oasfaa at lists.onenet.net>
Subject: [Oasfaa] FW: FSA’s Guidance on Summer Term Enrollment
	Reporting
Message-ID:
	<MWHPR08MB3456E243C12A3DE9BCB6A02C9EEA0 at MWHPR08MB3456.namprd08.prod.outlook.com>
	
Content-Type: text/plain; charset="utf-8"

Good Morning OASFAA Colleagues,

I am forwarding more communication I was forwarded this morning regarding the reporting of summer enrollment.  Please see below, and I will send any further information received from the clearinghouse via our Senior Associate Registrar.

Thanks.

Susan Prater
Director
UCO Student Financial Services
405.974.2300

From: Paul Patrick
Sent: Wednesday, May 03, 2017 9:45 AM
To: Susan Prater <SPrater4 at uco.edu>; Angela Rice <arice at uco.edu>; Kerry Housley <KHousley1 at uco.edu>
Cc: Adam Johnson <ADJohnson at uco.edu>
Subject: FW: FSA’s Guidance on Summer Term Enrollment Reporting

Paul Patrick
Sr. Associate Registrar
University of Central Oklahoma
(405) 974-2336
ppatrick at uco.edu<mailto:ppatrick at uco.edu>

From: George Levathes, National Student Clearinghouse [mailto:higher_ed at studentclearinghouse.org]
Sent: Monday, May 01, 2017 9:16 AM
To: Paul Patrick <ppatrick at uco.edu<mailto:ppatrick at uco.edu>>
Subject: FSA’s Guidance on Summer Term Enrollment Reporting




Federal Student Aid’s (FSA’s) Guidance on Summer Term Enrollment Reporting





Dear PAUL,
On April 20, the FSA released its guidance related to Summer Term Reporting<https://t.e2ma.net/click/c3dz0/cnxrj/s7752i>. After careful review, the Clearinghouse believes that additional clarity is needed related to the guidance in order to confirm institutional compliance. As a result, we have asked FSA to clarify how the following should be handled by schools:

  1.  Correctly determining the certification dates on spring semester data and when that data should be reported, instead of reporting the "Less Than Half Time" statuses during optional summer terms
  2.  Accurately capturing a student’s withdrawn status during a summer term with respect to the "Date of Determination" logic
  3.  Accurately capturing the correct dates for a student who was "Less Than Half Time" during optional summer terms and who does not return in the fall Our objective in asking for the above clarifications is to ensure the highest standards of data quality and integrity are reflected in the information being reported. The Clearinghouse is also working to determine if any changes are needed within our process to ensure our summer reporting aligns with the needs of both loan servicers and NSLDS.
We do not anticipate that your school will need to make any changes in your reporting to the Clearinghouse.
Please stay tuned as we await further clarification from FSA, which we will share with you.
If you have any audit or compliance related questions, please contact our Audit Resource Center at auditresource at studentclearinghouse.org<mailto:auditresource at studentclearinghouse.org?subject=>.
If you have questions regarding how you should submit your enrollment information, please contact our Data Integrity and Operations Department at schoolops at studentclearinghouse.org<mailto:schoolops at studentclearinghouse.org?subject=>.




Sincerely,




[Image removed by sender.]






George Levathes
Vice President, Compliance and Education Finance Industry Relations




[Image removed by sender.]






For news & updates, subscribe to our blog<https://t.e2ma.net/click/c3dz0/cnxrj/8z852i>. For training resources & events, visit the Clearinghouse Academy<https://t.e2ma.net/click/c3dz0/cnxrj/os952i>.






www.studentclearinghouse.org<https://t.e2ma.net/click/c3dz0/cnxrj/4ka62i>
©2017 National Student Clearinghouse All rights reserved.
Clicking the opt out link below will remove your name from promotions sent by the National Student Clearinghouse via Emma only and not announcements direct from the National Student Clearinghouse.



Share this email:

[Image removed by sender.]<https://t.e2ma.net/share/outbound/e/c3dz0/cnxrj>




Manage<https://app.e2ma.net/app2/audience/signup/50907/30086/15939974/> your preferences | Opt out<https://t.e2ma.net/optout/c3dz0/cnxrj?r=aHR0cHM6Ly9hcHAuZTJtYS5uZXQvYXBwMi9hdWRpZW5jZS9vcHRfb3V0LzUwOTA3LzMwMDg2LzE1OTM5OTc0Lw==> using TrueRemove™ Got this as a forward? Sign up<https://app.e2ma.net/app2/audience/signup/50907/30086.44841350/> to receive our future emails.
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2300 Dulles Station Blvd., Suite 300
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------------------------------

Subject: Digest Footer

_______________________________________________
OASFAA mailing list
OASFAA at lists.onenet.net
https://lists.onenet.net/mailman/listinfo/oasfaa

------------------------------

End of OASFAA Digest, Vol 156, Issue 3
**************************************

From ggaroffo at cameron.edu  Thu May  4 15:19:04 2017
From: ggaroffo at cameron.edu (Gary Garoffolo)
Date: Thu, 4 May 2017 20:19:04 +0000
Subject: [Oasfaa] OASFAA Digest, Vol 156, Issue 3
In-Reply-To: <BY2PR0301MB206900CC72B455295EEA7E4ED8EA0@BY2PR0301MB2069.namprd03.prod.outlook.com>
References: <mailman.7.1493917201.2251.oasfaa@lists.onenet.net>
 <8bf843c86b8147a4a2bc8cffc12b36f9@Exdb1.cameron.edu>
 <MWHPR08MB345699CE8FBAF2CB9DF392A09EEA0@MWHPR08MB3456.namprd08.prod.outlook.com>
 <125748b0d0e54fbdbff2e2587e9417e9@cane.ad.utulsa.edu>
 <BY2PR0301MB206900CC72B455295EEA7E4ED8EA0@BY2PR0301MB2069.namprd03.prod.outlook.com>
Message-ID: <60d8ce45de264041838c9862eeda6610@Exdb1.cameron.edu>

I spoke with Bruce by phone yesterday; she will be missed. 

Gary J. Garoffolo
Director
Student Financial Assistance | 580-581-2221

-----Original Message-----
From: Key, Karen L [mailto:kkey at neo.edu] 
Sent: Thursday, May 04, 2017 3:18 PM
To: Hendrickson, Vicki <vicki-hendrickson at utulsa.edu>; Susan Prater <SPrater4 at uco.edu>; Gary Garoffolo <ggaroffo at cameron.edu>; oasfaa at lists.onenet.net
Subject: RE: OASFAA Digest, Vol 156, Issue 3

I responded only to Bruce yesterday as well.  Jeannie was the Financial Aid Director at NEO in the 1990's.  I also respected her hard work and leadership skills and had LOTS of good times working with and for her.  Jeannie knew her stuff and made work fun.  She will be greatly missed as both a friend and colleague.           

Karen Key
NEO A&M College
Assistant Financial Aid Director
Phone 918-540-6244
Fax 918-542-9759



-----Original Message-----
From: OASFAA [mailto:oasfaa-bounces at lists.onenet.net] On Behalf Of Hendrickson, Vicki
Sent: Thursday, May 4, 2017 2:17 PM
To: Susan Prater <SPrater4 at uco.edu>; Gary Garoffolo <ggaroffo at cameron.edu>; oasfaa at lists.onenet.net
Subject: Re: [Oasfaa] OASFAA Digest, Vol 156, Issue 3

Jeannie was a hard worker, I respected Jeannie as a knowledgeable force in our industry.  She also had a great sense of humor.  Her eyes would just sparkle with mischief.

She will be missed.  My prayers and sympathy to her precious family.

Vicki Hendrickson
Director, Student Financial Services
The University of Tulsa
800 South Tucker Drive
Tulsa, OK 74104-9700
(918) 631-2526
Vicki-hendrickson at utulsa.edu
http://admission.utulsa.edu/financial-aid/



-----Original Message-----
From: OASFAA [mailto:oasfaa-bounces at lists.onenet.net] On Behalf Of Susan Prater
Sent: Thursday, May 4, 2017 2:08 PM
To: Gary Garoffolo <ggaroffo at cameron.edu>; oasfaa at lists.onenet.net
Subject: Re: [Oasfaa] OASFAA Digest, Vol 156, Issue 3

Yes indeed.  I had emailed Bruce directly when I heard.  Gary, guess I'm thinking wrong at one time she was at what was then TJC (TCC)?  It's so, so sad.  She was a sharp, pretty, and yes, had a great smile.  I have great memories of Jeannie!

Susan Prater
Director
UCO Student Financial Services
405.974.2300

-----Original Message-----
From: OASFAA [mailto:oasfaa-bounces at lists.onenet.net] On Behalf Of Gary Garoffolo
Sent: Thursday, May 04, 2017 1:29 PM
To: oasfaa at lists.onenet.net
Subject: Re: [Oasfaa] OASFAA Digest, Vol 156, Issue 3

Thank you Bruce for keeping us informed on Jeannie's condition.
 Many of us old OASFAA members have known Jeannie for a long time. As a consultant I would cross paths with her every once in a while at the Tulsa Airport either departing or arriving. I will remember her smile and laugh. 
My thoughts are with her family at this time. 

Gary J. Garoffolo
Director
Student Financial Assistance | 580-581-2221


-----Original Message-----
From: OASFAA [mailto:oasfaa-bounces at lists.onenet.net] On Behalf Of oasfaa-request at lists.onenet.net
Sent: Thursday, May 04, 2017 12:00 PM
To: oasfaa at lists.onenet.net
Subject: OASFAA Digest, Vol 156, Issue 3

Send OASFAA mailing list submissions to
	oasfaa at lists.onenet.net

To subscribe or unsubscribe via the World Wide Web, visit
	https://lists.onenet.net/mailman/listinfo/oasfaa
or, via email, send a message with subject or body 'help' to
	oasfaa-request at lists.onenet.net

You can reach the person managing the list at
	oasfaa-owner at lists.onenet.net

When replying, please edit your Subject line so it is more specific than "Re: Contents of OASFAA digest..."


Today's Topics:

   1. Jeannie Shore update (Bruce Webber)
   2. FW: FSA’s Guidance on Summer Term Enrollment Reporting
      (Susan Prater)


----------------------------------------------------------------------

Message: 1
Date: Wed, 3 May 2017 23:52:24 +0000
From: Bruce Webber <BruceWebber at banksnb.com>
To: "oasfaa at lists.onenet.net" <oasfaa at lists.onenet.net>
Cc: "dora.gilbert at tulsacc.edu" <dora.gilbert at tulsacc.edu>,
	"lbates at vistacollege.edu" <lbates at vistacollege.edu>,
	"larry.kelley at yahoo.com" <larry.kelley at yahoo.com>
Subject: [Oasfaa] Jeannie Shore update
Message-ID:
	<MWHPR07MB3134537ADF45ECB33F4543BEAA160 at MWHPR07MB3134.namprd07.prod.outlook.com>
	
Content-Type: text/plain; charset="utf-8"

I just spoke to Mike Shore. He, along with their daughter and son, made the decision to take Jeannie will be taken off of life support. Tomorrow morning around 10 a.m. their decision will be honored and the rest will be in the Lord's hands.

Mike did share more information today. Jeannie was diagnosed with COPD several years ago. She had taken a serious downturn in the last several months and was on oxygen 24/7. She never wanted this shared with friends and even kept it from their kids until it could not be hidden any longer.

She had a COPD episode at their home over the weekend. Mike called for an ambulance and when the EMT's arrived they could not find a pulse. They resuscitated her and took her to St. Johns. Mike also shared today that one of the tests they conducted soon after she was admitted was an EEG. It showed serious seizures going on within the brain but very little other measurable brain activity. They did the another EEG yesterday and still another this afternoon with the same results.

Please keep them all in your thoughts and prayers. As you can imagine, it is a very trying time for the family.

I will share any information I receive about funeral arrangements as I receive it.

Please share this with anyone you have contact with who worked with, or was OASFAA friends of, Jeannie and is no longer on the listserv.

Bruce Webber  |  SVP, Treasury Management Sales Rep BruceWebber at banksnb.com
608 S, Main  |  Stillwater ,  OK   74074
405.880.2177  |  405.742.1395  |  405.742.1309
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------------------------------

Message: 2
Date: Thu, 4 May 2017 13:46:21 +0000
From: Susan Prater <SPrater4 at uco.edu>
To: " (oasfaa at lists.onenet.net)" <oasfaa at lists.onenet.net>
Subject: [Oasfaa] FW: FSA’s Guidance on Summer Term Enrollment
	Reporting
Message-ID:
	<MWHPR08MB3456E243C12A3DE9BCB6A02C9EEA0 at MWHPR08MB3456.namprd08.prod.outlook.com>
	
Content-Type: text/plain; charset="utf-8"

Good Morning OASFAA Colleagues,

I am forwarding more communication I was forwarded this morning regarding the reporting of summer enrollment.  Please see below, and I will send any further information received from the clearinghouse via our Senior Associate Registrar.

Thanks.

Susan Prater
Director
UCO Student Financial Services
405.974.2300

From: Paul Patrick
Sent: Wednesday, May 03, 2017 9:45 AM
To: Susan Prater <SPrater4 at uco.edu>; Angela Rice <arice at uco.edu>; Kerry Housley <KHousley1 at uco.edu>
Cc: Adam Johnson <ADJohnson at uco.edu>
Subject: FW: FSA’s Guidance on Summer Term Enrollment Reporting

Paul Patrick
Sr. Associate Registrar
University of Central Oklahoma
(405) 974-2336
ppatrick at uco.edu<mailto:ppatrick at uco.edu>

From: George Levathes, National Student Clearinghouse [mailto:higher_ed at studentclearinghouse.org]
Sent: Monday, May 01, 2017 9:16 AM
To: Paul Patrick <ppatrick at uco.edu<mailto:ppatrick at uco.edu>>
Subject: FSA’s Guidance on Summer Term Enrollment Reporting




Federal Student Aid’s (FSA’s) Guidance on Summer Term Enrollment Reporting





Dear PAUL,
On April 20, the FSA released its guidance related to Summer Term Reporting<https://t.e2ma.net/click/c3dz0/cnxrj/s7752i>. After careful review, the Clearinghouse believes that additional clarity is needed related to the guidance in order to confirm institutional compliance. As a result, we have asked FSA to clarify how the following should be handled by schools:

  1.  Correctly determining the certification dates on spring semester data and when that data should be reported, instead of reporting the "Less Than Half Time" statuses during optional summer terms
  2.  Accurately capturing a student’s withdrawn status during a summer term with respect to the "Date of Determination" logic
  3.  Accurately capturing the correct dates for a student who was "Less Than Half Time" during optional summer terms and who does not return in the fall Our objective in asking for the above clarifications is to ensure the highest standards of data quality and integrity are reflected in the information being reported. The Clearinghouse is also working to determine if any changes are needed within our process to ensure our summer reporting aligns with the needs of both loan servicers and NSLDS.
We do not anticipate that your school will need to make any changes in your reporting to the Clearinghouse.
Please stay tuned as we await further clarification from FSA, which we will share with you.
If you have any audit or compliance related questions, please contact our Audit Resource Center at auditresource at studentclearinghouse.org<mailto:auditresource at studentclearinghouse.org?subject=>.
If you have questions regarding how you should submit your enrollment information, please contact our Data Integrity and Operations Department at schoolops at studentclearinghouse.org<mailto:schoolops at studentclearinghouse.org?subject=>.




Sincerely,




[Image removed by sender.]






George Levathes
Vice President, Compliance and Education Finance Industry Relations




[Image removed by sender.]






For news & updates, subscribe to our blog<https://t.e2ma.net/click/c3dz0/cnxrj/8z852i>. For training resources & events, visit the Clearinghouse Academy<https://t.e2ma.net/click/c3dz0/cnxrj/os952i>.






www.studentclearinghouse.org<https://t.e2ma.net/click/c3dz0/cnxrj/4ka62i>
©2017 National Student Clearinghouse All rights reserved.
Clicking the opt out link below will remove your name from promotions sent by the National Student Clearinghouse via Emma only and not announcements direct from the National Student Clearinghouse.



Share this email:

[Image removed by sender.]<https://t.e2ma.net/share/outbound/e/c3dz0/cnxrj>




Manage<https://app.e2ma.net/app2/audience/signup/50907/30086/15939974/> your preferences | Opt out<https://t.e2ma.net/optout/c3dz0/cnxrj?r=aHR0cHM6Ly9hcHAuZTJtYS5uZXQvYXBwMi9hdWRpZW5jZS9vcHRfb3V0LzUwOTA3LzMwMDg2LzE1OTM5OTc0Lw==> using TrueRemove™ Got this as a forward? Sign up<https://app.e2ma.net/app2/audience/signup/50907/30086.44841350/> to receive our future emails.
View this email online<https://t.e2ma.net/message/c3dz0/cnxrj>.

2300 Dulles Station Blvd., Suite 300
Herndon, VA | 20171 US

This email was sent to ppatrick at uco.edu.
To continue receiving our emails, add us to your address book. <ppatrick at uco.edu>









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------------------------------

Subject: Digest Footer

_______________________________________________
OASFAA mailing list
OASFAA at lists.onenet.net
https://lists.onenet.net/mailman/listinfo/oasfaa

------------------------------

End of OASFAA Digest, Vol 156, Issue 3
**************************************

From pmcconahay at ou.edu  Fri May  5 04:05:29 2017
From: pmcconahay at ou.edu (Mc Conahay, Pamela K.)
Date: Fri, 5 May 2017 09:05:29 +0000
Subject: [Oasfaa] OASFAA Digest, Vol 156, Issue 3
In-Reply-To: <60d8ce45de264041838c9862eeda6610@Exdb1.cameron.edu>
References: <mailman.7.1493917201.2251.oasfaa@lists.onenet.net>
 <8bf843c86b8147a4a2bc8cffc12b36f9@Exdb1.cameron.edu>
 <MWHPR08MB345699CE8FBAF2CB9DF392A09EEA0@MWHPR08MB3456.namprd08.prod.outlook.com>
 <125748b0d0e54fbdbff2e2587e9417e9@cane.ad.utulsa.edu>
 <BY2PR0301MB206900CC72B455295EEA7E4ED8EA0@BY2PR0301MB2069.namprd03.prod.outlook.com>,
 <60d8ce45de264041838c9862eeda6610@Exdb1.cameron.edu>
Message-ID: <38C4FF23-4350-40C7-8D75-AA24560C8C77@ou.edu>

Just thinking of memories of  Jeannie:  basement of the chapel at OCU, about 30 of us and some bigwigs from Sallie Mae.  Ken Fauchier from Stillwater National had set it up because he was getting so many complaints.  Jeannie "told them how the cow ate the cabbage" and out of that meeting, SLMA  set up their whole division of college reps.

She was definitely one of a kind.  Godspeed and say hello to Ken when you get there.  ❤️

Pam McConahay
pmcconahay at ou.edu<mailto:pmcconahay at ou.edu>

On May 4, 2017, at 3:19 PM, Gary Garoffolo <ggaroffo at cameron.edu<mailto:ggaroffo at cameron.edu>> wrote:

I spoke with Bruce by phone yesterday; she will be missed.

Gary J. Garoffolo
Director
Student Financial Assistance | 580-581-2221

-----Original Message-----
From: Key, Karen L [mailto:kkey at neo.edu]
Sent: Thursday, May 04, 2017 3:18 PM
To: Hendrickson, Vicki <vicki-hendrickson at utulsa.edu<mailto:vicki-hendrickson at utulsa.edu>>; Susan Prater <SPrater4 at uco.edu<mailto:SPrater4 at uco.edu>>; Gary Garoffolo <ggaroffo at cameron.edu<mailto:ggaroffo at cameron.edu>>; oasfaa at lists.onenet.net<mailto:oasfaa at lists.onenet.net>
Subject: RE: OASFAA Digest, Vol 156, Issue 3

I responded only to Bruce yesterday as well.  Jeannie was the Financial Aid Director at NEO in the 1990's.  I also respected her hard work and leadership skills and had LOTS of good times working with and for her.  Jeannie knew her stuff and made work fun.  She will be greatly missed as both a friend and colleague.

Karen Key
NEO A&M College
Assistant Financial Aid Director
Phone 918-540-6244
Fax 918-542-9759



-----Original Message-----
From: OASFAA [mailto:oasfaa-bounces at lists.onenet.net] On Behalf Of Hendrickson, Vicki
Sent: Thursday, May 4, 2017 2:17 PM
To: Susan Prater <SPrater4 at uco.edu<mailto:SPrater4 at uco.edu>>; Gary Garoffolo <ggaroffo at cameron.edu<mailto:ggaroffo at cameron.edu>>; oasfaa at lists.onenet.net<mailto:oasfaa at lists.onenet.net>
Subject: Re: [Oasfaa] OASFAA Digest, Vol 156, Issue 3

Jeannie was a hard worker, I respected Jeannie as a knowledgeable force in our industry.  She also had a great sense of humor.  Her eyes would just sparkle with mischief.

She will be missed.  My prayers and sympathy to her precious family.

Vicki Hendrickson
Director, Student Financial Services
The University of Tulsa
800 South Tucker Drive
Tulsa, OK 74104-9700
(918) 631-2526
Vicki-hendrickson at utulsa.edu<mailto:Vicki-hendrickson at utulsa.edu>
http://admission.utulsa.edu/financial-aid/



-----Original Message-----
From: OASFAA [mailto:oasfaa-bounces at lists.onenet.net] On Behalf Of Susan Prater
Sent: Thursday, May 4, 2017 2:08 PM
To: Gary Garoffolo <ggaroffo at cameron.edu<mailto:ggaroffo at cameron.edu>>; oasfaa at lists.onenet.net<mailto:oasfaa at lists.onenet.net>
Subject: Re: [Oasfaa] OASFAA Digest, Vol 156, Issue 3

Yes indeed.  I had emailed Bruce directly when I heard.  Gary, guess I'm thinking wrong at one time she was at what was then TJC (TCC)?  It's so, so sad.  She was a sharp, pretty, and yes, had a great smile.  I have great memories of Jeannie!

Susan Prater
Director
UCO Student Financial Services
405.974.2300

-----Original Message-----
From: OASFAA [mailto:oasfaa-bounces at lists.onenet.net] On Behalf Of Gary Garoffolo
Sent: Thursday, May 04, 2017 1:29 PM
To: oasfaa at lists.onenet.net<mailto:oasfaa at lists.onenet.net>
Subject: Re: [Oasfaa] OASFAA Digest, Vol 156, Issue 3

Thank you Bruce for keeping us informed on Jeannie's condition.
Many of us old OASFAA members have known Jeannie for a long time. As a consultant I would cross paths with her every once in a while at the Tulsa Airport either departing or arriving. I will remember her smile and laugh.
My thoughts are with her family at this time.

Gary J. Garoffolo
Director
Student Financial Assistance | 580-581-2221


-----Original Message-----
From: OASFAA [mailto:oasfaa-bounces at lists.onenet.net] On Behalf Of oasfaa-request at lists.onenet.net<mailto:oasfaa-request at lists.onenet.net>
Sent: Thursday, May 04, 2017 12:00 PM
To: oasfaa at lists.onenet.net<mailto:oasfaa at lists.onenet.net>
Subject: OASFAA Digest, Vol 156, Issue 3

Send OASFAA mailing list submissions to
   oasfaa at lists.onenet.net<mailto:oasfaa at lists.onenet.net>

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When replying, please edit your Subject line so it is more specific than "Re: Contents of OASFAA digest..."


Today's Topics:

  1. Jeannie Shore update (Bruce Webber)
  2. FW: FSA’s Guidance on Summer Term Enrollment Reporting
     (Susan Prater)


----------------------------------------------------------------------

Message: 1
Date: Wed, 3 May 2017 23:52:24 +0000
From: Bruce Webber <BruceWebber at banksnb.com<mailto:BruceWebber at banksnb.com>>
To: "oasfaa at lists.onenet.net<mailto:oasfaa at lists.onenet.net>" <oasfaa at lists.onenet.net<mailto:oasfaa at lists.onenet.net>>
Cc: "dora.gilbert at tulsacc.edu<mailto:dora.gilbert at tulsacc.edu>" <dora.gilbert at tulsacc.edu<mailto:dora.gilbert at tulsacc.edu>>,
   "lbates at vistacollege.edu<mailto:lbates at vistacollege.edu>" <lbates at vistacollege.edu<mailto:lbates at vistacollege.edu>>,
   "larry.kelley at yahoo.com<mailto:larry.kelley at yahoo.com>" <larry.kelley at yahoo.com<mailto:larry.kelley at yahoo.com>>
Subject: [Oasfaa] Jeannie Shore update
Message-ID:
   <MWHPR07MB3134537ADF45ECB33F4543BEAA160 at MWHPR07MB3134.namprd07.prod.outlook.com<mailto:MWHPR07MB3134537ADF45ECB33F4543BEAA160 at mwhpr07mb3134.namprd07.prod.outlook.com>>

Content-Type: text/plain; charset="utf-8"

I just spoke to Mike Shore. He, along with their daughter and son, made the decision to take Jeannie will be taken off of life support. Tomorrow morning around 10 a.m. their decision will be honored and the rest will be in the Lord's hands.

Mike did share more information today. Jeannie was diagnosed with COPD several years ago. She had taken a serious downturn in the last several months and was on oxygen 24/7. She never wanted this shared with friends and even kept it from their kids until it could not be hidden any longer.

She had a COPD episode at their home over the weekend. Mike called for an ambulance and when the EMT's arrived they could not find a pulse. They resuscitated her and took her to St. Johns. Mike also shared today that one of the tests they conducted soon after she was admitted was an EEG. It showed serious seizures going on within the brain but very little other measurable brain activity. They did the another EEG yesterday and still another this afternoon with the same results.

Please keep them all in your thoughts and prayers. As you can imagine, it is a very trying time for the family.

I will share any information I receive about funeral arrangements as I receive it.

Please share this with anyone you have contact with who worked with, or was OASFAA friends of, Jeannie and is no longer on the listserv.

Bruce Webber  |  SVP, Treasury Management Sales Rep BruceWebber at banksnb.com<mailto:BruceWebber at banksnb.com>
608 S, Main  |  Stillwater ,  OK   74074
405.880.2177  |  405.742.1395  |  405.742.1309
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------------------------------

Message: 2
Date: Thu, 4 May 2017 13:46:21 +0000
From: Susan Prater <SPrater4 at uco.edu<mailto:SPrater4 at uco.edu>>
To: " (oasfaa at lists.onenet.net<mailto:oasfaa at lists.onenet.net>)" <oasfaa at lists.onenet.net<mailto:oasfaa at lists.onenet.net>>
Subject: [Oasfaa] FW: FSA’s Guidance on Summer Term Enrollment
   Reporting
Message-ID:
   <MWHPR08MB3456E243C12A3DE9BCB6A02C9EEA0 at MWHPR08MB3456.namprd08.prod.outlook.com<mailto:MWHPR08MB3456E243C12A3DE9BCB6A02C9EEA0 at mwhpr08mb3456.namprd08.prod.outlook.com>>

Content-Type: text/plain; charset="utf-8"

Good Morning OASFAA Colleagues,

I am forwarding more communication I was forwarded this morning regarding the reporting of summer enrollment.  Please see below, and I will send any further information received from the clearinghouse via our Senior Associate Registrar.

Thanks.

Susan Prater
Director
UCO Student Financial Services
405.974.2300

From: Paul Patrick
Sent: Wednesday, May 03, 2017 9:45 AM
To: Susan Prater <SPrater4 at uco.edu<mailto:SPrater4 at uco.edu>>; Angela Rice <arice at uco.edu<mailto:arice at uco.edu>>; Kerry Housley <KHousley1 at uco.edu<mailto:KHousley1 at uco.edu>>
Cc: Adam Johnson <ADJohnson at uco.edu<mailto:ADJohnson at uco.edu>>
Subject: FW: FSA’s Guidance on Summer Term Enrollment Reporting

Paul Patrick
Sr. Associate Registrar
University of Central Oklahoma
(405) 974-2336
ppatrick at uco.edu<mailto:ppatrick at uco.edu><mailto:ppatrick at uco.edu>

From: George Levathes, National Student Clearinghouse [mailto:higher_ed at studentclearinghouse.org]
Sent: Monday, May 01, 2017 9:16 AM
To: Paul Patrick <ppatrick at uco.edu<mailto:ppatrick at uco.edu><mailto:ppatrick at uco.edu>>
Subject: FSA’s Guidance on Summer Term Enrollment Reporting




Federal Student Aid’s (FSA’s) Guidance on Summer Term Enrollment Reporting





Dear PAUL,
On April 20, the FSA released its guidance related to Summer Term Reporting<https://t.e2ma.net/click/c3dz0/cnxrj/s7752i>. After careful review, the Clearinghouse believes that additional clarity is needed related to the guidance in order to confirm institutional compliance. As a result, we have asked FSA to clarify how the following should be handled by schools:

 1.  Correctly determining the certification dates on spring semester data and when that data should be reported, instead of reporting the "Less Than Half Time" statuses during optional summer terms
 2.  Accurately capturing a student’s withdrawn status during a summer term with respect to the "Date of Determination" logic
 3.  Accurately capturing the correct dates for a student who was "Less Than Half Time" during optional summer terms and who does not return in the fall Our objective in asking for the above clarifications is to ensure the highest standards of data quality and integrity are reflected in the information being reported. The Clearinghouse is also working to determine if any changes are needed within our process to ensure our summer reporting aligns with the needs of both loan servicers and NSLDS.
We do not anticipate that your school will need to make any changes in your reporting to the Clearinghouse.
Please stay tuned as we await further clarification from FSA, which we will share with you.
If you have any audit or compliance related questions, please contact our Audit Resource Center at auditresource at studentclearinghouse.org<mailto:auditresource at studentclearinghouse.org><mailto:auditresource at studentclearinghouse.org?subject=>.
If you have questions regarding how you should submit your enrollment information, please contact our Data Integrity and Operations Department at schoolops at studentclearinghouse.org<mailto:schoolops at studentclearinghouse.org><mailto:schoolops at studentclearinghouse.org?subject=>.




Sincerely,




[Image removed by sender.]






George Levathes
Vice President, Compliance and Education Finance Industry Relations




[Image removed by sender.]






For news & updates, subscribe to our blog<https://t.e2ma.net/click/c3dz0/cnxrj/8z852i>. For training resources & events, visit the Clearinghouse Academy<https://t.e2ma.net/click/c3dz0/cnxrj/os952i>.






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------------------------------

Subject: Digest Footer

_______________________________________________
OASFAA mailing list
OASFAA at lists.onenet.net<mailto:OASFAA at lists.onenet.net>
https://lists.onenet.net/mailman/listinfo/oasfaa

------------------------------

End of OASFAA Digest, Vol 156, Issue 3
**************************************
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From BruceWebber at banksnb.com  Fri May  5 08:31:11 2017
From: BruceWebber at banksnb.com (Bruce Webber)
Date: Fri, 5 May 2017 13:31:11 +0000
Subject: [Oasfaa] OASFAA Digest, Vol 156, Issue 3
In-Reply-To: <38C4FF23-4350-40C7-8D75-AA24560C8C77@ou.edu>
References: <mailman.7.1493917201.2251.oasfaa@lists.onenet.net>
 <8bf843c86b8147a4a2bc8cffc12b36f9@Exdb1.cameron.edu>
 <MWHPR08MB345699CE8FBAF2CB9DF392A09EEA0@MWHPR08MB3456.namprd08.prod.outlook.com>
 <125748b0d0e54fbdbff2e2587e9417e9@cane.ad.utulsa.edu>
 <BY2PR0301MB206900CC72B455295EEA7E4ED8EA0@BY2PR0301MB2069.namprd03.prod.outlook.com>,
 <60d8ce45de264041838c9862eeda6610@Exdb1.cameron.edu>
 <38C4FF23-4350-40C7-8D75-AA24560C8C77@ou.edu>
Message-ID: <MWHPR07MB3134EA2DC9BAE79DF8254565AAEB0@MWHPR07MB3134.namprd07.prod.outlook.com>

And then when she went to work for Sallie Mae she told me “I hope I don’t get the butt chewing that I gave them once”. HA One of a kind.


Bruce Webber  |  SVP, Treasury Management Sales Rep
BruceWebber at banksnb.com
608 S, Main  |  Stillwater ,  OK   74074
405.880.2177  |  405.742.1395  |  405.742.1309
From: OASFAA [mailto:oasfaa-bounces at lists.onenet.net] On Behalf Of Mc Conahay, Pamela K.
Sent: Friday, May 5, 2017 4:05 AM
To: Gary Garoffolo <ggaroffo at cameron.edu>
Cc: Hendrickson, Vicki <vicki-hendrickson at utulsa.edu>; oasfaa at lists.onenet.net
Subject: Re: [Oasfaa] OASFAA Digest, Vol 156, Issue 3

Just thinking of memories of  Jeannie:  basement of the chapel at OCU, about 30 of us and some bigwigs from Sallie Mae.  Ken Fauchier from Stillwater National had set it up because he was getting so many complaints.  Jeannie "told them how the cow ate the cabbage" and out of that meeting, SLMA  set up their whole division of college reps.

She was definitely one of a kind.  Godspeed and say hello to Ken when you get there.  ❤️

Pam McConahay
pmcconahay at ou.edu<mailto:pmcconahay at ou.edu>

On May 4, 2017, at 3:19 PM, Gary Garoffolo <ggaroffo at cameron.edu<mailto:ggaroffo at cameron.edu>> wrote:
I spoke with Bruce by phone yesterday; she will be missed.

Gary J. Garoffolo
Director
Student Financial Assistance | 580-581-2221

-----Original Message-----
From: Key, Karen L [mailto:kkey at neo.edu]
Sent: Thursday, May 04, 2017 3:18 PM
To: Hendrickson, Vicki <vicki-hendrickson at utulsa.edu<mailto:vicki-hendrickson at utulsa.edu>>; Susan Prater <SPrater4 at uco.edu<mailto:SPrater4 at uco.edu>>; Gary Garoffolo <ggaroffo at cameron.edu<mailto:ggaroffo at cameron.edu>>; oasfaa at lists.onenet.net<mailto:oasfaa at lists.onenet.net>
Subject: RE: OASFAA Digest, Vol 156, Issue 3

I responded only to Bruce yesterday as well.  Jeannie was the Financial Aid Director at NEO in the 1990's.  I also respected her hard work and leadership skills and had LOTS of good times working with and for her.  Jeannie knew her stuff and made work fun.  She will be greatly missed as both a friend and colleague.

Karen Key
NEO A&M College
Assistant Financial Aid Director
Phone 918-540-6244
Fax 918-542-9759



-----Original Message-----
From: OASFAA [mailto:oasfaa-bounces at lists.onenet.net] On Behalf Of Hendrickson, Vicki
Sent: Thursday, May 4, 2017 2:17 PM
To: Susan Prater <SPrater4 at uco.edu<mailto:SPrater4 at uco.edu>>; Gary Garoffolo <ggaroffo at cameron.edu<mailto:ggaroffo at cameron.edu>>; oasfaa at lists.onenet.net<mailto:oasfaa at lists.onenet.net>
Subject: Re: [Oasfaa] OASFAA Digest, Vol 156, Issue 3

Jeannie was a hard worker, I respected Jeannie as a knowledgeable force in our industry.  She also had a great sense of humor.  Her eyes would just sparkle with mischief.

She will be missed.  My prayers and sympathy to her precious family.

Vicki Hendrickson
Director, Student Financial Services
The University of Tulsa
800 South Tucker Drive
Tulsa, OK 74104-9700
(918) 631-2526
Vicki-hendrickson at utulsa.edu<mailto:Vicki-hendrickson at utulsa.edu>
http://admission.utulsa.edu/financial-aid/<https://urldefense.proofpoint.com/v2/url?u=http-3A__admission.utulsa.edu_financial-2Daid_&d=DwMGaQ&c=aU1lQxbJSMpdVDYHLbaPLA&r=JRwBXzkm9mvTsesAHazQu1nyiqeOQyT27FwbHjuBmxY&m=hnGWz2PkDSeSkuMeyNSNE0M0uri4jBP-ygCCNNVzEMc&s=wNvHe0Sbhzx2vNFJGLqz5OLQE6VrcrEidclofig9acU&e=>



-----Original Message-----
From: OASFAA [mailto:oasfaa-bounces at lists.onenet.net] On Behalf Of Susan Prater
Sent: Thursday, May 4, 2017 2:08 PM
To: Gary Garoffolo <ggaroffo at cameron.edu<mailto:ggaroffo at cameron.edu>>; oasfaa at lists.onenet.net<mailto:oasfaa at lists.onenet.net>
Subject: Re: [Oasfaa] OASFAA Digest, Vol 156, Issue 3

Yes indeed.  I had emailed Bruce directly when I heard.  Gary, guess I'm thinking wrong at one time she was at what was then TJC (TCC)?  It's so, so sad.  She was a sharp, pretty, and yes, had a great smile.  I have great memories of Jeannie!

Susan Prater
Director
UCO Student Financial Services
405.974.2300

-----Original Message-----
From: OASFAA [mailto:oasfaa-bounces at lists.onenet.net] On Behalf Of Gary Garoffolo
Sent: Thursday, May 04, 2017 1:29 PM
To: oasfaa at lists.onenet.net<mailto:oasfaa at lists.onenet.net>
Subject: Re: [Oasfaa] OASFAA Digest, Vol 156, Issue 3

Thank you Bruce for keeping us informed on Jeannie's condition.
Many of us old OASFAA members have known Jeannie for a long time. As a consultant I would cross paths with her every once in a while at the Tulsa Airport either departing or arriving. I will remember her smile and laugh.
My thoughts are with her family at this time.

Gary J. Garoffolo
Director
Student Financial Assistance | 580-581-2221


-----Original Message-----
From: OASFAA [mailto:oasfaa-bounces at lists.onenet.net] On Behalf Of oasfaa-request at lists.onenet.net<mailto:oasfaa-request at lists.onenet.net>
Sent: Thursday, May 04, 2017 12:00 PM
To: oasfaa at lists.onenet.net<mailto:oasfaa at lists.onenet.net>
Subject: OASFAA Digest, Vol 156, Issue 3

Send OASFAA mailing list submissions to
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When replying, please edit your Subject line so it is more specific than "Re: Contents of OASFAA digest..."


Today's Topics:

  1. Jeannie Shore update (Bruce Webber)
  2. FW: FSA’s Guidance on Summer Term Enrollment Reporting
     (Susan Prater)


----------------------------------------------------------------------

Message: 1
Date: Wed, 3 May 2017 23:52:24 +0000
From: Bruce Webber <BruceWebber at banksnb.com<mailto:BruceWebber at banksnb.com>>
To: "oasfaa at lists.onenet.net<mailto:oasfaa at lists.onenet.net>" <oasfaa at lists.onenet.net<mailto:oasfaa at lists.onenet.net>>
Cc: "dora.gilbert at tulsacc.edu<mailto:dora.gilbert at tulsacc.edu>" <dora.gilbert at tulsacc.edu<mailto:dora.gilbert at tulsacc.edu>>,
   "lbates at vistacollege.edu<mailto:lbates at vistacollege.edu>" <lbates at vistacollege.edu<mailto:lbates at vistacollege.edu>>,
   "larry.kelley at yahoo.com<mailto:larry.kelley at yahoo.com>" <larry.kelley at yahoo.com<mailto:larry.kelley at yahoo.com>>
Subject: [Oasfaa] Jeannie Shore update
Message-ID:
   <MWHPR07MB3134537ADF45ECB33F4543BEAA160 at MWHPR07MB3134.namprd07.prod.outlook.com<mailto:MWHPR07MB3134537ADF45ECB33F4543BEAA160 at mwhpr07mb3134.namprd07.prod.outlook.com>>

Content-Type: text/plain; charset="utf-8"

I just spoke to Mike Shore. He, along with their daughter and son, made the decision to take Jeannie will be taken off of life support. Tomorrow morning around 10 a.m. their decision will be honored and the rest will be in the Lord's hands.

Mike did share more information today. Jeannie was diagnosed with COPD several years ago. She had taken a serious downturn in the last several months and was on oxygen 24/7. She never wanted this shared with friends and even kept it from their kids until it could not be hidden any longer.

She had a COPD episode at their home over the weekend. Mike called for an ambulance and when the EMT's arrived they could not find a pulse. They resuscitated her and took her to St. Johns. Mike also shared today that one of the tests they conducted soon after she was admitted was an EEG. It showed serious seizures going on within the brain but very little other measurable brain activity. They did the another EEG yesterday and still another this afternoon with the same results.

Please keep them all in your thoughts and prayers. As you can imagine, it is a very trying time for the family.

I will share any information I receive about funeral arrangements as I receive it.

Please share this with anyone you have contact with who worked with, or was OASFAA friends of, Jeannie and is no longer on the listserv.

Bruce Webber  |  SVP, Treasury Management Sales Rep BruceWebber at banksnb.com<mailto:BruceWebber at banksnb.com>
608 S, Main  |  Stillwater ,  OK   74074
405.880.2177  |  405.742.1395  |  405.742.1309
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------------------------------

Message: 2
Date: Thu, 4 May 2017 13:46:21 +0000
From: Susan Prater <SPrater4 at uco.edu<mailto:SPrater4 at uco.edu>>
To: " (oasfaa at lists.onenet.net<mailto:oasfaa at lists.onenet.net>)" <oasfaa at lists.onenet.net<mailto:oasfaa at lists.onenet.net>>
Subject: [Oasfaa] FW: FSA’s Guidance on Summer Term Enrollment
   Reporting
Message-ID:
   <MWHPR08MB3456E243C12A3DE9BCB6A02C9EEA0 at MWHPR08MB3456.namprd08.prod.outlook.com<mailto:MWHPR08MB3456E243C12A3DE9BCB6A02C9EEA0 at mwhpr08mb3456.namprd08.prod.outlook.com>>

Content-Type: text/plain; charset="utf-8"

Good Morning OASFAA Colleagues,

I am forwarding more communication I was forwarded this morning regarding the reporting of summer enrollment.  Please see below, and I will send any further information received from the clearinghouse via our Senior Associate Registrar.

Thanks.

Susan Prater
Director
UCO Student Financial Services
405.974.2300

From: Paul Patrick
Sent: Wednesday, May 03, 2017 9:45 AM
To: Susan Prater <SPrater4 at uco.edu<mailto:SPrater4 at uco.edu>>; Angela Rice <arice at uco.edu<mailto:arice at uco.edu>>; Kerry Housley <KHousley1 at uco.edu<mailto:KHousley1 at uco.edu>>
Cc: Adam Johnson <ADJohnson at uco.edu<mailto:ADJohnson at uco.edu>>
Subject: FW: FSA’s Guidance on Summer Term Enrollment Reporting

Paul Patrick
Sr. Associate Registrar
University of Central Oklahoma
(405) 974-2336
ppatrick at uco.edu<mailto:ppatrick at uco.edu><mailto:ppatrick at uco.edu>

From: George Levathes, National Student Clearinghouse [mailto:higher_ed at studentclearinghouse.org]
Sent: Monday, May 01, 2017 9:16 AM
To: Paul Patrick <ppatrick at uco.edu<mailto:ppatrick at uco.edu><mailto:ppatrick at uco.edu>>
Subject: FSA’s Guidance on Summer Term Enrollment Reporting




Federal Student Aid’s (FSA’s) Guidance on Summer Term Enrollment Reporting





Dear PAUL,
On April 20, the FSA released its guidance related to Summer Term Reporting<https://t.e2ma.net/click/c3dz0/cnxrj/s7752i<https://urldefense.proofpoint.com/v2/url?u=https-3A__t.e2ma.net_click_c3dz0_cnxrj_s7752i&d=DwMGaQ&c=aU1lQxbJSMpdVDYHLbaPLA&r=JRwBXzkm9mvTsesAHazQu1nyiqeOQyT27FwbHjuBmxY&m=hnGWz2PkDSeSkuMeyNSNE0M0uri4jBP-ygCCNNVzEMc&s=TPzjIpD_ATTSGJFYWxuUJJHnlrd5MjpRWQWYsbF5GDY&e=>>. After careful review, the Clearinghouse believes that additional clarity is needed related to the guidance in order to confirm institutional compliance. As a result, we have asked FSA to clarify how the following should be handled by schools:

 1.  Correctly determining the certification dates on spring semester data and when that data should be reported, instead of reporting the "Less Than Half Time" statuses during optional summer terms
 2.  Accurately capturing a student’s withdrawn status during a summer term with respect to the "Date of Determination" logic
 3.  Accurately capturing the correct dates for a student who was "Less Than Half Time" during optional summer terms and who does not return in the fall Our objective in asking for the above clarifications is to ensure the highest standards of data quality and integrity are reflected in the information being reported. The Clearinghouse is also working to determine if any changes are needed within our process to ensure our summer reporting aligns with the needs of both loan servicers and NSLDS.
We do not anticipate that your school will need to make any changes in your reporting to the Clearinghouse.
Please stay tuned as we await further clarification from FSA, which we will share with you.
If you have any audit or compliance related questions, please contact our Audit Resource Center at auditresource at studentclearinghouse.org<mailto:auditresource at studentclearinghouse.org><mailto:auditresource at studentclearinghouse.org?subject=>.
If you have questions regarding how you should submit your enrollment information, please contact our Data Integrity and Operations Department at schoolops at studentclearinghouse.org<mailto:schoolops at studentclearinghouse.org><mailto:schoolops at studentclearinghouse.org?subject=>.




Sincerely,




[Image removed by sender.]






George Levathes
Vice President, Compliance and Education Finance Industry Relations




[Image removed by sender.]






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------------------------------

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End of OASFAA Digest, Vol 156, Issue 3
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From bfair at osrhe.edu  Fri May  5 15:30:22 2017
From: bfair at osrhe.edu (Fair, Bryce)
Date: Fri, 5 May 2017 20:30:22 +0000
Subject: [Oasfaa] =?windows-1252?q?FW=3A_Legislative_Update_=96_May_5=2C_2?=
	=?windows-1252?q?017?=
In-Reply-To: <04A8951A98F471429444BFBA57D49B2C5F371A8C@Drake.osrhe.edu>
References: <04A8951A98F471429444BFBA57D49B2C5F371A8C@Drake.osrhe.edu>
Message-ID: <C24EDBA1A6D0DF46BCCD868D92714B8F5A1A4CDE@Columbus.osrhe.edu>

There was no further action this week on the OKPromise bill, SB 529.  It remains in the Senate in the status of pending consideration of House amendments.  We’ll let you know when there is any further action.
Bryce Fair


OKLAHOMA STATE REGENTS FOR HIGHER EDUCATION


Memo


To:                  Legislative Network
From:             Chancellor Glen D. Johnson
Date:               Friday, May 05, 2017
Subject:          Legislative Update – May 5, 2017


The update below reflects the current status of major legislation concerning Higher Education during the week of May 1, 2017 – May 5, 2017.

If you have any questions, please contact Todd Pauley at tpauley at osrhe.edu<https://outlook.osrhe.edu/owa/redir.aspx?C=3NTasxTWTeg18SGWqpS-_ONI2SzGyhwrkzlaJ22yVKliQQZwPGLUCA..&URL=mailto%3atpauley%40osrhe.edu> or 405.225.9424 (office) or 405.824.5896 (cell).


Legislative Report

May 5, 2017



Appropriations

House Bill 1020 (Representative Leslie Osborn and Senator Kim David) This is an appropriation measure for Oklahoma State University Medical Center.

Update: This bill was referred to the House Appropriations and Budget Committee.



House Bill 1021 (Representative Leslie Osborn and Senator Kim David) This is an appropriation measure for University Hospitals Authority.

Update: This bill was referred to the House Appropriations and Budget Committee.



House Bill 1033 (Representative Leslie Osborn and Senator Kim David) This is an appropriation measure for Oklahoma State Regents for Higher Education.

Update: This bill was referred to the House Appropriations and Budget Committee.



House Bill 1072 (Representative Leslie Osborn and Senator Kim David) This is an appropriation measure for General Appropriations.

Update: This bill was referred to the House Appropriations and Budget Committee.



House Bill 1073 (Representative Leslie Osborn and Senator Kim David) This is an appropriation measure for General Appropriations.

Update: This bill was referred to the House Appropriations and Budget Committee.



House Bill 1081 (Representative Leslie Osborn and Senator Kim David) This is an appropriation measure for General Appropriations.

Update: This bill was referred to the House Appropriations and Budget Committee.





Administration

Senate Bill 26 (Senator Mark Allen and Representative Steve Vaughan) This measure redefines bus as any motor vehicle that is designed for carrying more than 8 passengers.

Update: This bill was signed by the Governor on April 26, 2017.



Senate Bill 326 (Senator Jason Smalley and Representative John Pfeiffer) This measure creates limits to the use of certain contracting programs for roofing repairs on behalf of a state agency.

Update: This bill passed the House floor on April 26, 2017 by a vote of 67-20.



Senate Bill 430 (Senator James Leewright and Representative John Montgomery) This measure creates the Oklahoma Public Facilities and Infrastructure Act which requires certain processes for government entities to contract with private entities.

Update: This bill passed the Senate floor on May 4, 2017 by a vote of 38-6.



Senate Bill 637 (Senator Nathan Dahm and Representative Jason Murphey) This measure creates the Governor’s Transparency Act of 2017, which requires agencies entering into a memorandum of agreement/understanding to publish the agreement on the agency’s website.

Update: This bill was vetoed by the Governor on May 2, 2017.



House Bill 1384 (Representative Carol Bush and Senator Dave Rader) This measure requires state agencies to provide counseling to employees who are involved in a traumatic event in the workplace.

Update: This bill passed the Senate floor on April 19, 2017 by a vote of 42-0.



House Bill 1574 (Representative Tim Downing and Senator Nathan Dahm) This measure requires state agencies to go through the Attorney General for approval before contracting with private legal counsel.

Update: This bill passed the Senate floor on April 25, 2017 by a vote of 40-3.



House Bill 1621 (Representative Michael Rogers and Senator Gary Stanislawski) This measure provides that benefits of education service contractors shall be payable in the same amount, terms and conditions of other services.

Update: This bill was signed by the Governor on April 24, 2017.



House Bill 1944 (Representative John Paul Jordan and Senator Nathan Dahm) This measure modifies the APA. Final rules would be approved by the Legislature and Governor.

Update: This bill passed the Senate floor on March 21, 2017 by a vote of 36-6.



House Bill 1996 (Representative John Paul Jordan and Senator Chris Kidd) This measure reauthorizes the Oklahoma Partnership for School Readiness Board until 2023.

Update: This bill passed the Senate floor by a vote of 34-10 on April 17, 2017.



House Bill 1999 (Representative John Paul Jordan and Senator Nathan Dahm) This measure creates a joint review committee to review all agency rules.

Update: This bill passed the Senate floor by a vote of 29-15 on April 25, 2017.



House Bill 2034 (Representative Charles McCall and Senator Dan Newberry) This measure creates the Oklahoma State Pension Commission.  This bill includes TRS.

Update: This bill was signed by the Governor on May 2, 2017.



House Bill 2316 (Representative Charles McCall and Senator Mike Schulz) This measure changes power of the Governor appointment.
Update: This bill passed the Senate floor on April 27, 2017 by a vote of 40-1.





Audit

House Bill 2311 (Representative Charles McCall and Senator Mike Schulz) This measure creates the Agency Spending Review Act which conducts audits of spending of government agencies.

Update: This bill passed the Senate floor on April 26, 2017 by a vote of 41-4.





Campus Safety/Weapons
Senate Bill 6 (Senator Josh Brecheen and Representative Jeff Coody) This allows state or federally elected or appointed officials to carry a firearm.
Update: This bill passed the House floor on April 27, 2017 by a vote of 73-11.

Senate Bill 12 (Senator Josh Brecheen and Representative John Bennett) This measure adds private schools to the Oklahoma Campus Security Act.
Update: This measure was signed by the Governor on April 24, 2017.

Senate Bill 35 (Senator Kim David and Representative Kevin McDugle) This measure allows for concealed or unconcealed carry of legal firearms for persons 21 or older with a handgun license or valid military id during bow hunting or fishing.

Update: This bill passed the House floor on April 19, 2017 by a vote of 85-0.



Senate Bill 36 (Senator Michael Bergstrom and Representative Bobby Cleveland) This measure updates the definition of pistols and handguns.

Update: This bill was signed by the Governor on April 10, 2017.



House Bill 1428 (Representative Kyle Hilbert and Senator Jason Smalley) This measure creates the Handgun Carry Military Age Exemption Act which allows 18-21 that are members or veterans of the armed forces to be eligible for a handgun license.

Update: This bill was signed by the Governor on April 6, 2017.





Common Education/Teacher
Senate Bill 2 (Senator J.J. Dossett and Representative Katie Henke) This measure removes the U.S. History assessment from statewide student assessments.
Update: This bill was vetoed by the Governor on May 3, 2017.

Senate Bill 15 (Senator Stephanie Bice and Representative Ryan Martinez) This measure directs the SDE and OSRHE to develop and implement programs to recruit teachers, subject to the availability of funds, and designates funds generated from the Oklahoma License to Educate license plate to be put in the Oklahoma Teacher Recruitment Revolving Fund.

Update: This bill was signed by the Governor on May 1, 2017.



Senate Bill 29 (Senator Roger Thompson and Representative Dennis Casey) This measure creates an exception for a teacher national criminal history check if a criminal background check has been done in the last year.

Update: This bill was signed by the Governor on May 3, 2017.



House Bill 1161 (Representative Michael Rogers and Gary Stanislawski) This measure modifies the requirements for evaluating teachers and professional development.

Update: This bill passed the Senate floor on April 25, 2017 by a vote of 44-0.



House Bill 1694 (Representative Scott Martin and Senator Gary Stanislawski) This measure modifies the instruction of financial literacy to include FAFSA and creates the Personal Financial Literacy Revolving Fund.

Update: This bill passed the Senate floor on April 27, 2017 by a vote of 29-10; emergency clause.



House Bill 1790 (Representative Ed Cannaday and Senator Dewayne Pemberton) This measure permits school districts to offer remediation based on ACT score.

Update: This bill was signed by the Governor on April 24, 2017.



House Bill 1957 (Representative Rhonda Baker and Senator Ron Sharp) This measure removes the work experience requirement of two years to acquire an alternative placement teaching certificate.

Update: This bill was signed by the Governor on April 24, 2017.



House Bill 2008 (Representative Charles McCall and Senator Gary Stanislawski) This measure creates the Dyslexia and Education Task Force.

Update: This bill passed the Senate floor on April 27, 2017 by a vote of 38-1.





Colleges/Universities

Senate Bill 425 (Senator John Sparks and Representative Chris Kannady) This measure allows institutions to sue third parties who participate in an act that violates their rules and causes the institution to lose money.

Update: This bill was signed by the Governor on April 20, 2017.



Senate Bill 816 (Senator Kim David and Representative Leslie Osborn) This measure directs medical schools to give priority consideration of assigning clinical rotations to in-state students.

Update: This bill passed the House floor on April 19, 2017 by a vote of 91-0.





Oklahoma’s Promise

Senate Bill 529 (Senator Jason Smalley and Representative Katie Henke) This measure raises the income requirement from $50,000 to $55,000 in 2017-18 school year and $60,000 in 2021-22 school year and provides other modifications to Oklahoma’s Promise.

Update: This bill passed the House floor on April 25, 2017 by a vote of 87-3.





Open Records/Meeting

Senate Bill 191 (Senator Roger Thompson and Representative David Brumbaugh) This measure states that a delay in providing open records request is limited only to the time required to prepare the requested information.

Update: This bill was signed by the Governor on May 3, 2017.



Senate Bill 245 (Senator Nathan Dahm and Representative John Paul Jordan) This measure modifies the Oklahoma Open Meeting Act requirements for virtual charter school meetings.

Update: This bill was vetoed by the Governor on May 1, 2017.



Senate Bill 403 (Senator David Holt and Representative Elise Hall) This measure establishes methods for notice of public meetings on websites.

Update: This bill was signed by the Governor on April 25, 2017.





OTEG

Senate Bill 600 (Senator Jason Smalley and Representative Katie Henke) This measure changes the name of Hillsdale Free Will Baptist College to Randall University.

Update: This bill was signed by the Governor on April 25, 2017.





Regents

Senate Bill 428 (Senator Jason Smalley and Representative Katie Henke) This measure allows teachers who are retired to be reemployed with no limits on earnings.

Update: This bill passed the House floor on April 26, 2017 by a vote of 85-0.



Senate Bill 690 (Senator Kim David and Representative Lewis Moore) This measure instructs the State Regents, Oklahoma Military Department and schools of social work to develop a Guard Advocacy Program for Oklahoma National Guard soldiers and airmen.

Update: This bill was signed by the Governor on May 1, 2017.



House Bill 1576 (Representative Chad Caldwell and Senator Gary Stanislawski) This measure requires the Oklahoma Commission for Teacher Preparation to include digital teaching.

Update: This bill was signed by the Governor on April 6, 2017.



House Bill 1789 (Representative Ed Cannaday and Dewayne Pemberton) This measure requires the SDE, Commission for Educational Quality and Accountability and State Regents to ensure training on dyslexia.

Update: This bill was signed by the Governor on April 24, 2017.



House Bill 2155 (Representative Jadine Nollan and Senator Gary Stanislawski) This measure requires the SDE to adopt a new statewide system of college and career planning tools called Individual Career Academic Plan.  This measure directs the SDE, State Regents and CareerTech to work together to develop career planning tools for students in 6th through 12th grade.

Update: This bill was signed by the Governor on May 2, 2017.





Retirement/Benefits

Senate Bill 423 (Senator Marty Quinn and Representative Randy McDaniel) This measure reduces the time period an employee has to choose a retirement plan from 90 to 30 days.

Update: This bill passed the House floor on April 24, 2017 by a vote of 82-8.



Senate Bill 671 (Senator Bill Brown and Representative Lewis Moore) This measure allows the board of Trustees of TRS to terminate its Tax-Sheltered Annuity Program.

This bill passed the Senate floor on March 8, 2017 by a vote of 42-0.  This bill has been referred to the House Banking, Financial Services and Pension Committee. This bill passed out of committee unanimously as amended on Tuesday, April 11. On April 11, 2017 this bill was referred to Actuary pursuant to the Oklahoma Pension  Legislation Actuarial Analysis Act.



Senate Bill 799 (Senator Anthony Sykes and Representative Chris Kannady) This measure allows state employees to use leave for wellness issues.

Update: This bill passed the House floor on April 26, 2017 by a vote of 53-37.



House Bill 1162 (Representative Randy McDaniel and Senator Gary Stanislawski) This measure sets a minimum age of 67 or 62 after meeting the rule of 90 for employees who become participants in TRS after November 1, 2017.

Update: This bill was signed by the Governor on April 24, 2017.



House Bill 1868 (Representative Jason Dunnington and Senator Roger Thompson) This measure provides overtime for state employees earning less than $40,000 per year.

Update: This bill passed the Senate floor on April 25, 2017 by a vote of 29-15.



House Bill 2237 (Representative Glen Mulready and Senator Greg Treat) This measure amends the health insurance provision for state employees.

Update: This bill passed the Senate floor on April 27, 2017 by a vote of 40-0.





Shell Bills

House Bills 2394, 2390, 2389, 2388, 2387, and 2386 (Representative Leslie Osborn and Senator Kim David) Related to Public Finance



House Bills 2385 and 2384 (Representative Leslie Osborn and Senator Kim David)

Related to Government Modernization



House Bills 2382, 2381, 2380, 2379, 2378, 2377, 2376, 2375, 2374, 2373, and 2371 (Representative Leslie Osborn and Senator Kim David) Related to Revenue and Tax



House Bills 2353, 2351, and 2347 (Representative Leslie Osborn and Senator Kim David) Related to Tax Code





Student Loans

Senate Bill 357 (Senator David Holt and Representative Harold Wright) This measure directs licensing boards to take into consideration student loan default when making licensing suspension decisions.

Update: This bill was signed by the Governor on April 25, 2017.





Tax/Finance

Senate Bill 170 (Senator Roger Thompson and Representative Earl Sears) This measure redefines rate reduction and establishes new rules for estimating growth.

Update: This bill passed the House floor on April 19, 2017 by a vote of 75-12.



Senate Bill 293 (Senator Kim David and Representative Leslie Osborn) This measure removes population requirements for tax incentive districts relating to the ad valorem tax.

Update: This bill passed the House floor on April 25, 2017 by a vote of 75-20.



Senate Bill 731 (Senator Bryce Marlatt and Representative Kevin Calvey) This measure changes interest on proceeds from the sale of oil and gas.

Update: This bill passed the House floor on April 17, 2017 by a vote of 60-23.



House Bill 1423 (Representative Mark Lepak and Senator Jack Fry) This measure reauthorizes the Folds of Honor Scholarship Program tax donation.

Update: This bill was signed by the Governor on April 26, 2017.



House Bill 1583 (Representative Chad Caldwell and Senator Kyle Loveless) This measure moves the State Bonds payroll and other services to the State Treasurer.

Update: This bill passed the Senate floor on April 25, 2017 by a vote of 45-0.



House Bill 1856 (Representative Leslie Osborn and Senator Stephanie Bice) This measure creates a task force to study the Tax Code.

Update: This bill passed off the Senate floor on April 25, 2017 by a vote of 45-0.





Telecommunications/OneNet

Senate Bill 105 (Senator Roger Thompson and Representative Leslie Osborn) This measure requires the State CIO approve the purchase of any IT products or contracts over $25,000 instead of all purchases.

Update: This bill passed the House floor on April 25, 2017 by a vote of 88-3.





Telemedicine

Senate Bill 726 (Senator AJ Griffin and Representative Glen Mulready) This measure provides standards for the practice of telemedicine.

Update: This bill was sent to the Governor for signature on May 4, 2017.


Thank you.

Glen

Glen D. Johnson
Chancellor
Oklahoma State Regents for Higher Education
655 Research Parkway, Suite 200
Oklahoma City, Oklahoma 73104
405.225.9122
gjohnson at osrhe.edu<mailto:gjohnson at osrhe.edu>

[cid:image001.jpg at 01D2C597.DFFF9BD0][cid:image002.png at 01D2C597.DFFF9BD0]

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From BruceWebber at banksnb.com  Sat May  6 09:32:18 2017
From: BruceWebber at banksnb.com (Bruce Webber)
Date: Sat, 6 May 2017 14:32:18 +0000
Subject: [Oasfaa] Jeannie Shore
Message-ID: <EC269725-089A-4583-8F3E-124FCEAAA724@banksnb.com>

Jeannie Shore passed away peacefully. 

 Many of you have ask for the following schedule of services:

Visitation, Tuesday, May 9, 5 pm to 7 pm; Stumpff Funeral Home, 1600 SE Washington Blvd., Bartlesville OK

Funeral, Wednesday, May 10, 10 am, St. John's Catholic Church, 715 S Johnstone Ave, Bartlesville OK

Burial, Wednesday, May 10, 2 pm, Moline Cemetery, Moline KS

The family appreciates your thoughts and prayers. 



Sent from my iPhone
Bruce Webber  |  SVP, Treasury Management Sales Rep
BruceWebber at banksnb.com
608 S, Main  |  Stillwater ,  OK   74074
405.880.2177  |  405.742.1395  |  405.742.1309
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From shallao at cameron.edu  Mon May  8 14:26:34 2017
From: shallao at cameron.edu (Shalla Cortez-Orndorff)
Date: Mon, 8 May 2017 19:26:34 +0000
Subject: [Oasfaa] Overawarded Inquiry
Message-ID: <71ac4400bf9d44358bb174c15d446338@Exdb1.cameron.edu>

Ms. Magee,

Good afternoon.  I'm Shalla Orndorff and I am the Scholarship Coordinator for Cameron University. Gary, Rebecca and I have a question regarding a student who is currently receiving OHLAP and several scholarships:

If all otherwise eligible Promise recipient has additional non-need based assistance that, when assed to the Promise award, puts the total aid over the Cost of Attendance, must the promise be reduced.  Here is an example:

[cid:image001.jpg at 01D2C807.18520380]

Any input will be gladly appreciated.

Thanks,


Shalla G. Cortez-Orndorff, MBA
Scholarship Coordinator/Financial Aid Counselor
Student Financial Assistance

Cameron University
2800 W. Gore Blvd| Lawton, OK 73505
Phone 580-581-2293 | Fax 580-581-2556
shallao at cameron.edu

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From bfair at osrhe.edu  Mon May  8 15:08:53 2017
From: bfair at osrhe.edu (Fair, Bryce)
Date: Mon, 8 May 2017 20:08:53 +0000
Subject: [Oasfaa] FW: Overawarded Inquiry
In-Reply-To: <71ac4400bf9d44358bb174c15d446338@Exdb1.cameron.edu>
References: <71ac4400bf9d44358bb174c15d446338@Exdb1.cameron.edu>
Message-ID: <C24EDBA1A6D0DF46BCCD868D92714B8F5A1A75BB@Columbus.osrhe.edu>

Ms. Orndorff,
The Oklahoma's Promise administrative rules do not allow an Oklahoma's Promise award recipient to receive total aid in excess of cost of attendance.  If necessary, the OKPromise award must be reduced so that total aid fits within cost of attendance.  A copy of the applicable section of the administrative rules is shown below and the relevant language is highlighted in section (i).  This section of the rules is also available online at http://204.87.112.100/viewhtml/610_25-23-7.htm.
Let us know if you have further questions.
Bryce Fair



610:25-23-7. Payment of awards; policies and limitations

(a)    Eligible students enrolled at an institution in The Oklahoma State System of Higher Education shall have an award equivalent to their undergraduate resident nonguaranteed tuition paid to the institution on the student's behalf by an allocation from the Oklahoma Higher Learning Trust Fund [70 O.S. § 3953.1];

(b)    Eligible students enrolled in a duly accredited private Oklahoma institution of higher education [70 O.S. § 4103] shall have awards paid to the institution on the student's behalf by an allocation from the Oklahoma Higher Learning Access Trust Fund in an amount equivalent to the average undergraduate resident nonguaranteed tuition if the student were enrolled in a comparable institution of The Oklahoma State System of Higher Education. Comparability of institutions shall be determined by the OSRHE;

(c)    Eligible students enrolled in a postsecondary program offered through a cooperative agreement between a public technology center and an institution of The Oklahoma State System of Higher Education shall have an award equivalent to tuition paid, not exceeding the average amount the student would have received for comparable enrollment at a two-year institution within The Oklahoma State System of Higher Education, to the school or institution on the student's behalf by an allocation from the Oklahoma Higher Learning Access Trust Fund;

(d)    Funds shall be transferred by the OSRHE from the Oklahoma Higher Learning Access Trust Fund to the institution in which the student is enrolled. No funds shall be paid directly to the student;

(e)    Payment will not be allowed for courses taken in excess of those required for a baccalaureate degree;

(f)    Students will be eligible for the benefits outlined in this policy for five (5) years from the first date of postsecondary enrollment. The Oklahoma State Regents for Higher Education may award the Oklahoma Higher Learning Access Program benefits for courses of postsecondary units taken more than five (5) years after the student's first semester of postsecondary enrollment only in hardship circumstances; provided, however, no Oklahoma Higher Learning Access Program participant may receive benefits beyond a cumulative time period of five (5) years [70 O.S. § 2604]. Hardship circumstances may include, but are not limited to, sickness, injury, required military service, or service required by the student's religious or cultural traditions;

(g)    There will be no limit to the number of awards other than the amount of funds available or the number of eligible students. If sufficient funds are not available to provide awards for all eligible applicants, the OSRHE shall make awards on the basis of need;

(h)    Students who have previously received awards shall have priority over students applying for initial awards;

(i)    The Oklahoma State Regents for Higher Education shall take into consideration other grants and scholarships received by an eligible applicant when making awards [70 O.S. § 2604]. Award recipients may not receive financial aid in excess of his/her cost of attendance as determined by the institution in which the student is enrolled. The cost of attendance determined by the institution shall be consistent with regulations for federal Title IV student financial aid programs. If necessary, an award shall be reduced by an amount which makes the student's total financial aid equivalent to the student's identified cost of attendance.

From: OASFAA [mailto:oasfaa-bounces at lists.onenet.net] On Behalf Of Shalla Cortez-Orndorff
Sent: Monday, May 08, 2017 2:27 PM
To: oasfaa at lists.onenet.net
Subject: [Oasfaa] Overawarded Inquiry

Ms. Magee,

Good afternoon.  I'm Shalla Orndorff and I am the Scholarship Coordinator for Cameron University. Gary, Rebecca and I have a question regarding a student who is currently receiving OHLAP and several scholarships:

If all otherwise eligible Promise recipient has additional non-need based assistance that, when assed to the Promise award, puts the total aid over the Cost of Attendance, must the promise be reduced.  Here is an example:

[cid:image001.jpg at 01D2C807.18520380]

Any input will be gladly appreciated.

Thanks,


Shalla G. Cortez-Orndorff, MBA
Scholarship Coordinator/Financial Aid Counselor
Student Financial Assistance

Cameron University
2800 W. Gore Blvd| Lawton, OK 73505
Phone 580-581-2293 | Fax 580-581-2556
shallao at cameron.edu<mailto:shallao at cameron.edu>

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From bfair at osrhe.edu  Tue May  9 10:00:26 2017
From: bfair at osrhe.edu (Fair, Bryce)
Date: Tue, 9 May 2017 15:00:26 +0000
Subject: [Oasfaa] SB 529 on Senate floor agenda today / article on SB 529 on
 OKPolicy.org website
Message-ID: <C24EDBA1A6D0DF46BCCD868D92714B8F5A1A9050@Columbus.osrhe.edu>

Today's Senate floor agenda indicates that SB 529 could be considered this morning (see http://www.oksenate.gov/schedule/agenda.aspx).  The Senate floor session officially opened at 9:30 a.m. this morning but consideration of bills has not begun yet.  You can watch the Senate floor live at http://oksenate.gov/livechamber.htm.

Also below is an article about SB 529 that was posted yesterday, May 8, on the OKPolicy.org website.  You can also find the article online at: http://okpolicy.org/bill-expand-eligibility-oklahomas-promise-scholarships-win-oklahomans/ .




Bill to expand eligibility for Oklahoma's Promise scholarships would be a win for all Oklahomans<http://okpolicy.org/bill-expand-eligibility-oklahomas-promise-scholarships-win-oklahomans/>
by Courtney Cullison<http://okpolicy.org/author/courtney/> | May 8th, 2017 | Posted in Education<http://okpolicy.org/category/blog/education-blog/>, Financial Security<http://okpolicy.org/category/blog/financial-security/>, Poverty & Opportunity<http://okpolicy.org/category/blog/assets-opportunity/> | Comments (0)<http://okpolicy.org/bill-expand-eligibility-oklahomas-promise-scholarships-win-oklahomans/#respond>
The Oklahoma Legislature is close to passing a bill (SB 529<http://www.oklegislature.gov/BillInfo.aspx?Bill=SB529>) to make Oklahoma's Promise scholarships available to more students. Available since 1996, these scholarships cover the cost of tuition for in-state students at an Oklahoma public college or university if students complete a series of college-readiness requirements before high school graduation and maintain a passing GPA once in college.
Oklahoma's Promise scholarships have become a critical part of college planning for low and moderate income Oklahoma families as they are guaranteed to students who meet the income guidelines and complete the requirements.  Expanding access to the program is necessary if Oklahoma wants to compete in the new economy where most high-paying jobs require advanced education.
Currently, students are eligible for the scholarship if their family's income is below $50,000 at the time they apply.  SB 529 would raise the income limit to $55,000 in 2017-2018 and then to $60,000 in 2021-2022.  SB 529 has passed both the House and Senate, but the Senate still needs to approve House amendments or work out the language in conference committee. The bill is close to the finish line, which is good news for college-bound students and for the whole state.
Why the income limit needs to be raised
The current income limit of $50,000 was set in 2000.  At that time, 61 percent<https://factfinder.census.gov/bkmk/table/1.0/en/DEC/00_SF3/DP3/0400000US40> of Oklahoma families had income below the limit.  But in 2015, only 42 percent<https://factfinder.census.gov/bkmk/table/1.0/en/ACS/15_5YR/S1901/0400000US40> of Oklahoma families had income of less than $50,000. As time goes on, fewer Oklahoma students will be eligible for the Oklahoma's Promise scholarship unless the income limit is raised.
And we do see fewer students benefiting from these scholarships<http://www.okhighered.org/okpromise/pdf/okp-report-15-16.pdf#page=3>.  Use of the scholarships peaked in 2012, when 10,635 students enrolled in the program.  Since that year, there has been a consistent decline in the number of students enrolling.
[https://i1.wp.com/okpolicy.org/wp-content/uploads/ohlap-enrollment-2008-2017.png?zoom=2.25&resize=426%2C225]
Our policy in this area simply hasn't kept pace with inflation. According to the Consumer Price Index<https://data.bls.gov/cgi-bin/cpicalc.pl?cost1=50%2C000&year1=200001&year2=201701>, a family making $50,000 in 2000 would need to make $71, 930 in 2017 to maintain the same purchasing power.  Because Oklahoma hasn't increased our income limit for the Oklahoma's Promise scholarship, we've been denying eligibility to students that we intended to benefit from the program.
Oklahoma's Promise recipients are a good investment
Oklahoma students who receive the Oklahoma's Promise scholarship are more likely than students who didn't<http://www.okhighered.org/okpromise/pdf/okp-report-15-16.pdf#page=9> to...

*       go to college (87 percent compared to 44 percent)

*       return for their sophomore year (81 percent compared to 74 percent)

*       be full-time students (94 percent compared to 88 percent)

*       complete a college degree (57 percent compared to 46 percent)
Oklahoma's Promise students are more likely to complete college with the added support offered by the scholarship, and that's important. As of 2013<http://collegecompletion.chronicle.com/state/#state=ok&sector=public_four>, less than one-fourth of Oklahoma students at 4-year public universities were completing college in four years, and less than half were completing their degree in six years. By reducing the financial burdens of college Oklahoma's Promise helps students to focus on studying and finishing their degree, making sure that our investments in these students are not wasted.
And this is an investment that will not add to this year's budget shortfall - the students who qualify for the program under the expanded $55,00 income cap won't begin attending college until the fall of 2020, and those who qualify under the $60,000 cap won't be starting college until the fall of 2024.
Increased access to college education benefits us all
Of course, the benefits of a college education<https://trends.collegeboard.org/sites/default/files/education-pays-2016-full-report.pdf> to the individual are easy to spot.  Individuals who went to college earn more than those who didn't, they are more likely to have jobs that offer benefits (like health insurance and retirement plans), and they have better job security.
But degrees are not just good for the individuals who get them. Increasing the number of college graduates benefits whole communities. College grads are less likely to be unemployed, and their income is generally higher than their non-college educated counterparts, so they contribute more in taxes<https://trends.collegeboard.org/sites/default/files/education-pays-2016-full-report.pdf#page=17>. College educated people are generally healthier<https://www.luminafoundation.org/files/resources/its-not-just-the-money.pdf> - they are less likely to smoke, less likely to be overweight, and more likely to get regular exercise. They are also more civically engaged - they are more likely to volunteer and to vote<http://www.aplu.org/projects-and-initiatives/college-costs-tuition-and-financial-aid/publicuvalues/societal-benefits.html>. Perhaps because these trends create "spillover effects" of wealth in a community, research has even found that an increase of the supply of college graduates also raises wages for high school drop-outs and those with only a high school degree<http://okpolicy.org/abcs-oklahomas-promise/>.
Unfortunately, Oklahoma is missing out on those benefits compared to most other states. In Oklahoma, only 24 percent of adults age 25 and older have a bachelor's degree or higher<https://factfinder.census.gov/bkmk/table/1.0/en/ACS/15_5YR/S1501/0400000US40> - 41 states have a higher percentage of college grads than we do.
We can do better. Allowing more students to receive Oklahoma's Promise will pay off for all of us.


Bryce Fair
Associate Vice Chancellor for Scholarships & Grants
Oklahoma State Regents for Higher Education
P.O. Box 108850
Oklahoma City, OK 73101-8850
Phone: 405-225-9162
Email: bfair at osrhe.edu<mailto:bfair at osrhe.edu>
Fax:  405-225-9230

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From bfair at osrhe.edu  Tue May  9 12:18:38 2017
From: bfair at osrhe.edu (Fair, Bryce)
Date: Tue, 9 May 2017 17:18:38 +0000
Subject: [Oasfaa] SB 529 passes the Senate today
Message-ID: <C24EDBA1A6D0DF46BCCD868D92714B8F5A1A9A7C@Columbus.osrhe.edu>

Earlier today, the Oklahoma Senate gave final approval to SB 529 by a vote of 42 yes, 0 no.  The bill will likely be forwarded to the Governor's office by tomorrow, May 10.  The Governor will then have 5 days (excluding Sundays) to act on the bill.  Following are the potential outcomes:

*       The Governor can sign the bill and the bill would become law.

*       If the Governor does not take any action on the bill during the 5-day period, the bill would become law without the Governor's signature.

*       The Governor can veto the bill and send it back to the Legislature with her message on the reasons for the veto.  If vetoed, the Legislature could consider the possibility of a veto override.  Normally, a veto override would require a 2/3's vote by both the Senate and House.  However, bills with an emergency clause (which SB 529 has) require a veto override vote of 3/4's.  A veto override on SB 529 would require yes votes by 36 out of 48 Senators and 76 out of 101 House members.


Bryce Fair
Associate Vice Chancellor for Scholarships & Grants
Oklahoma State Regents for Higher Education
P.O. Box 108850
Oklahoma City, OK 73101-8850
Phone: 405-225-9162
Email: bfair at osrhe.edu<mailto:bfair at osrhe.edu>
Fax:  405-225-9230

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From Mendy-Schmerer at ouhsc.edu  Tue May  9 14:12:53 2017
From: Mendy-Schmerer at ouhsc.edu (Schmerer, Mendy M. (HSC))
Date: Tue, 9 May 2017 19:12:53 +0000
Subject: [Oasfaa] Native Children's Savings Account survey
Message-ID: <D5B10E425947B543BE1D7A493A45033C7A6E7DA9@GRANTORINO.hsc.net.ou.edu>

All, Christy Finsel, Executive Director of the Oklahoma Native Assets Coalition<http://www.oknativeassets.org/> (ONAC), is looking for responses to her brief survey regarding your institutional treatment of Children's Savings Accounts. ONAC works with tribes and other Native non-profits to increase the number of asset building programs, like financial education and CSAs, in the state.

The survey<https://www.surveymonkey.com/r/ZCQKML8> will only take a moment of your time, and I know she appreciates your participation.

Thank you!

Mendy Schmerer, M.Ed.
Assistant Director
Office of Student Financial Aid
University of Oklahoma Health Sciences Center
1106 N. Stonewall, Rm 301
Oklahoma City, OK  73117
(405) 271-2118, x 48817 (p)
(405) 271-5446 (f)
Mendy-Schmerer at ouhsc.edu<mailto:Mendy-Schmerer at ouhsc.edu>
http://www.ouhsc.edu/financialservices/SFA/

[FB-f-Logo__blue_29] Become our fan on Facebook:  www.facebook.com/OUHSCFinancialAid<http://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.

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From bfair at osrhe.edu  Wed May 10 16:06:13 2017
From: bfair at osrhe.edu (Fair, Bryce)
Date: Wed, 10 May 2017 21:06:13 +0000
Subject: [Oasfaa] update on SB 529
Message-ID: <C24EDBA1A6D0DF46BCCD868D92714B8F5A1AB5F8@Columbus.osrhe.edu>

Today, SB 529 was officially transmitted to the Governor's office for her consideration.  Following are a few more informational items related to the bill.

*       The text of the final version of the bill is now available at http://webserver1.lsb.state.ok.us/cf_pdf/2017-18%20ENR/SB/SB529%20ENR.PDF.

*       Sen. Jason Smalley, the Senate author of SB 529 issued a press release about the bill yesterday that is available at http://www.oksenate.gov/news/press_releases/press_releases_2017/pr20170509a.htm.

*       Chancellor Glen Johnson also issued a statement about the bill available at http://www.okhighered.org/news-center/Chancellor-statement-may2017.shtml.
Let me know if you have any questions.

Bryce Fair
Associate Vice Chancellor for Scholarships & Grants
Oklahoma State Regents for Higher Education
P.O. Box 108850
Oklahoma City, OK 73101-8850
Phone: 405-225-9162
Email: bfair at osrhe.edu<mailto:bfair at osrhe.edu>
Fax:  405-225-9230

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From bfair at osrhe.edu  Fri May 12 16:48:13 2017
From: bfair at osrhe.edu (Fair, Bryce)
Date: Fri, 12 May 2017 21:48:13 +0000
Subject: [Oasfaa] =?windows-1252?q?FW=3A_Legislative_Update_=96_May_12=2C_?=
	=?windows-1252?q?2017?=
In-Reply-To: <04A8951A98F471429444BFBA57D49B2C5F381F2B@Drake.osrhe.edu>
References: <04A8951A98F471429444BFBA57D49B2C5F381F2B@Drake.osrhe.edu>
Message-ID: <C24EDBA1A6D0DF46BCCD868D92714B8F5A1B5CCB@Columbus.osrhe.edu>

Below is this week’s legislative update.  SB 529, the OKPromise bill is still being considered by the Governor.  We should know no later than next Tuesday whether or not the Governor has signed the bill.
Bryce


OKLAHOMA STATE REGENTS FOR HIGHER EDUCATION


Memo


To:                  Legislative Network
From:             Chancellor Glen D. Johnson
Date:               Friday, May 12, 2017
Subject:          Legislative Update – May 12, 2017


The update below reflects the current status of major legislation concerning Higher Education during the week of May 8, 2017 – May 12, 2017.

If you have any questions, please contact Todd Pauley at tpauley at osrhe.edu<https://outlook.osrhe.edu/owa/redir.aspx?C=3NTasxTWTeg18SGWqpS-_ONI2SzGyhwrkzlaJ22yVKliQQZwPGLUCA..&URL=mailto%3atpauley%40osrhe.edu> or 405.225.9424 (office) or 405.824.5896 (cell).


Legislative Report

May12, 2017



Appropriations

Senate Bill 853 (Senator Kim David and Representative Leslie Osborn) This is an appropriation measure for Oklahoma State Regents for Higher Education.

Update: This bill was filed on May 9, 2017.



House Bill 1020 (Representative Leslie Osborn and Senator Kim David) This is an appropriation measure for Oklahoma State University Medical Center.

Update: This bill was referred to the House Appropriations and Budget Committee.



House Bill 1021 (Representative Leslie Osborn and Senator Kim David) This is an appropriation measure for University Hospitals Authority.

Update: This bill was referred to the House Appropriations and Budget Committee.



House Bill 1033 (Representative Leslie Osborn and Senator Kim David) This is an appropriation measure for Oklahoma State Regents for Higher Education.

Update: This bill was referred to the House Appropriations and Budget Committee.



House Bill 1072 (Representative Leslie Osborn and Senator Kim David) This is an appropriation measure for General Appropriations.

Update: This bill was referred to the House Appropriations and Budget Committee.



House Bill 1073 (Representative Leslie Osborn and Senator Kim David) This is an appropriation measure for General Appropriations.

Update: This bill was referred to the House Appropriations and Budget Committee.



House Bill 1081 (Representative Leslie Osborn and Senator Kim David) This is an appropriation measure for General Appropriations.

Update: This bill was referred to the House Appropriations and Budget Committee.



House Bill 2396 (Representative Leslie Osborn and Senator Kim David) This is an appropriation measure for General Appropriations.

Update: This bill was referred to the House Joint Appropriations and Budget Committee on May 9, 2017.



House Bill 2397 (Representative Leslie Osborn and Senator Kim David) This is an appropriation measure for General Appropriations.

Update: This bill was referred to the House Joint Appropriations and Budget Committee on May 9, 2017.



House Bill 2398 (Representative Leslie Osborn and Senator Kim David) This is an appropriation measure for General Appropriations.

Update: This bill was referred to the House Joint Appropriations and Budget Committee on May 9, 2017.



House Bill 2399 (Representative Leslie Osborn and Senator Kim David) This is an appropriation measure for General Appropriations.

Update: This bill was referred to the House Joint Appropriations and Budget Committee on May 9, 2017.



House Bill 2400 (Representative Leslie Osborn and Senator Kim David) This is an appropriation measure for General Appropriations.

Update: This bill was referred to the House Joint Appropriations and Budget Committee on May 9, 2017.



House Bill 2401 (Representative Leslie Osborn and Senator Kim David) This is an appropriation measure for General Appropriations.

Update: This bill was referred to the House Joint Appropriations and Budget Committee on May 9, 2017.



House Bill 2402 (Representative Leslie Osborn and Senator Kim David) This is an appropriation measure for General Appropriations.

Update: This bill was referred to the House Joint Appropriations and Budget Committee on May 9, 2017.





Administration

Senate Bill 26 (Senator Mark Allen and Representative Steve Vaughan) This measure redefines bus as any motor vehicle that is designed for carrying more than 8 passengers.

Update: This bill was signed by the Governor on April 26, 2017.



Senate Bill 326 (Senator Jason Smalley and Representative John Pfeiffer) This measure creates limits to the use of certain contracting programs for roofing repairs on behalf of a state agency.

Update: This bill passed the House floor on April 26, 2017 by a vote of 67-20.



Senate Bill 430 (Senator James Leewright and Representative John Montgomery) This measure creates the Oklahoma Public Facilities and Infrastructure Act which requires certain processes for government entities to contract with private entities.

Update: This bill passed the Senate floor on May 4, 2017 by a vote of 38-6.



Senate Bill 637 (Senator Nathan Dahm and Representative Jason Murphey) This measure creates the Governor’s Transparency Act of 2017, which requires agencies entering into a memorandum of agreement/understanding to publish the agreement on the agency’s website.

Update: This bill was vetoed by the Governor on May 2, 2017.



Senate Bill 697 (Senator Nathan Dahm and Representative Jason Murphey) This measure provided all rulemaking authority delegated by the Legislature used only to implement policy or law set or passed by the Legislature.

Update: This bill passed the Senate floor on May 10, 2017 by a vote of 32-14.



House Bill 1384 (Representative Carol Bush and Senator Dave Rader) This measure requires state agencies to provide counseling to employees who are involved in a traumatic event in the workplace.

Update: This bill passed the Senate floor on April 19, 2017 by a vote of 42-0.



House Bill 1574 (Representative Tim Downing and Senator Nathan Dahm) This measure requires state agencies to go through the Attorney General for approval before contracting with private legal counsel.

Update: This bill passed the Senate floor on April 25, 2017 by a vote of 40-3. The Senate named Pittman, Dahm, Sparks, Standridge, Sykes, Newhouse, and Daniels as conferees.



House Bill 1621 (Representative Michael Rogers and Senator Gary Stanislawski) This measure provides that benefits of education service contractors shall be payable in the same amount, terms and conditions of other services.

Update: This bill was signed by the Governor on April 24, 2017.



House Bill 1944 (Representative John Paul Jordan and Senator Nathan Dahm) This measure modifies the APA. Final rules would be approved by the Legislature and Governor.

Update: This bill passed the Senate floor on March 21, 2017 by a vote of 36-6.  The Senate has named Floyd, Boggs, Dahm, Shaw, Fry, Pittman and Kidd as conferees.



House Bill 1996 (Representative John Paul Jordan and Senator Chris Kidd) This measure reauthorizes the Oklahoma Partnership for School Readiness Board until 2023.

Update: This bill passed the Senate floor by a vote of 34-10 on April 17, 2017.



House Bill 1999 (Representative John Paul Jordan and Senator Nathan Dahm) This measure creates a joint review committee to review all agency rules.

Update: This bill passed the House floor by a vote of 86-7 on May 10, 2017. The Senate named Floyd, Boggs, Dahm, Shaw Fry, Pittman, and Kidd as conferees.



House Bill 2034 (Representative Charles McCall and Senator Dan Newberry) This measure creates the Oklahoma State Pension Commission.  This bill includes TRS.

Update: This bill was signed by the Governor on May 2, 2017.



House Bill 2316 (Representative Charles McCall and Senator Mike Schulz) This measure changes power of the Governor appointment.
Update: This bill passed the Senate floor on April 27, 2017 by a vote of 40-1.  The Senate named Floyd, Dahm, Fields, Schulz, Simpson, Thompson and Dossett as conferees.



House Bill 2424 (Representative Leslie Osborn and Senator Kim David) This is an shell bill related to Workers Comp.

Update: This bill was filed on May 11, 2017.





Audit

House Bill 2311 (Representative Charles McCall and Senator Mike Schulz) This measure creates the Agency Spending Review Act which conducts audits of spending of government agencies.

Update: This bill passed the Senate floor on April 26, 2017 by a vote of 41-4.





Campus Safety/Weapons
Senate Bill 6 (Senator Josh Brecheen and Representative Jeff Coody) This allows state or federally elected or appointed officials to carry a firearm.
Update: This bill passed the House floor on April 27, 2017 by a vote of 73-11. The House named the Conference Committee on General Government Oversight & Accountability as conferees.  The Senate named Floyd, Matthews, Brecheen, Shaw, Thompson, Fry and Pugh as conferees.

Senate Bill 12 (Senator Josh Brecheen and Representative John Bennett) This measure adds private schools to the Oklahoma Campus Security Act.
Update: This measure was signed by the Governor on April 24, 2017.

Senate Bill 35 (Senator Kim David and Representative Kevin McDugle) This measure allows for concealed or unconcealed carry of legal firearms for persons 21 or older with a handgun license or valid military id during bow hunting or fishing.

Update: This bill passed the Senate floor on May 10, 2017 by a vote of 46-0.



Senate Bill 36 (Senator Michael Bergstrom and Representative Bobby Cleveland) This measure updates the definition of pistols and handguns.

Update: This bill was signed by the Governor on April 10, 2017.



House Bill 1428 (Representative Kyle Hilbert and Senator Jason Smalley) This measure creates the Handgun Carry Military Age Exemption Act which allows 18-21 that are members or veterans of the armed forces to be eligible for a handgun license.

Update: This bill was signed by the Governor on April 6, 2017.





Common Education/Teacher
Senate Bill 2 (Senator J.J. Dossett and Representative Katie Henke) This measure removes the U.S. History assessment from statewide student assessments.
Update: This bill was vetoed by the Governor on May 3, 2017.

Senate Bill 15 (Senator Stephanie Bice and Representative Ryan Martinez) This measure directs the SDE and OSRHE to develop and implement programs to recruit teachers, subject to the availability of funds, and designates funds generated from the Oklahoma License to Educate license plate to be put in the Oklahoma Teacher Recruitment Revolving Fund.

Update: This bill was signed by the Governor on May 1, 2017.



Senate Bill 29 (Senator Roger Thompson and Representative Dennis Casey) This measure creates an exception for a teacher national criminal history check if a criminal background check has been done in the last year.

Update: This bill was signed by the Governor on May 3, 2017.



House Bill 1161 (Representative Michael Rogers and Senator Gary Stanislawski) This measure modifies the requirements for evaluating teachers and professional development.

Update: This bill passed the Senate floor on April 25, 2017 by a vote of 44-0.  The Senate named Brecheen, Sharp, Stanislawski, Matthews, Dossett, Bergstrom, and Pemberton as conferees.



House Bill 1694 (Representative Scott Martin and Senator Gary Stanislawski) This measure modifies the instruction of financial literacy to include FAFSA and creates the Personal Financial Literacy Revolving Fund.

Update: This bill was sent to the Governor for signature on May 10, 2017.



House Bill 1790 (Representative Ed Cannaday and Senator Dewayne Pemberton) This measure permits school districts to offer remediation based on ACT score.

Update: This bill was signed by the Governor on April 24, 2017.



House Bill 1957 (Representative Rhonda Baker and Senator Ron Sharp) This measure removes the work experience requirement of two years to acquire an alternative placement teaching certificate.

Update: This bill was signed by the Governor on April 24, 2017.



House Bill 2008 (Representative Charles McCall and Senator Gary Stanislawski) This measure creates the Dyslexia and Education Task Force.

Update: This bill passed the House floor on May 8, 2017 by a vote of 77-5.



House Bill 2386 (Representative Leslie Osborn and Senator Kim David) This measure clarifies the definition of superintendent, principal, supervisor, and school nurse.

Update: This bill passed the House Joint Committee on Appropriations on May 10, 2017.





Colleges/Universities

Senate Bill 425 (Senator John Sparks and Representative Chris Kannady) This measure allows institutions to sue third parties who participate in an act that violates their rules and causes the institution to lose money.

Update: This bill was signed by the Governor on April 20, 2017.



Senate Bill 816 (Senator Kim David and Representative Leslie Osborn) This measure directs medical schools to give priority consideration of assigning clinical rotations to in-state students.

Update: This bill passed the Senate floor on May 10, 2017 by a vote of 46-0.





Government Consolidation

Senate Bill 860 (Senator Kim David and Representative Leslie Osborn) This measure requires OMES to use certain electronic systems to process payroll by various agencies.

Update: This measure was filed on May 9, 2017 and was assigned to the Senate Joint Committee on Appropriations and Budget.



Senate Bill 868 (Senator Kim David and Representative Leslie Osborn) This measure requires OMES to use certain electronic systems to process payroll by various agencies.

Update: This measure was filed on May 9, 2017 and was assigned to the Senate Joint Committee on Appropriations and Budget.



House Bill 1583 (Representative Chad Caldwell and Senator Kyle Loveless) This measure moves the State Bonds payroll and other services to the State Treasurer.

Update: This bill passed the Senate floor on April 25, 2017 by a vote of 45-0.  The Senate named Brumbaugh, Floyd, Bass, Dahm, Fields, Marlatt, and Treat as conferees.  The House named the members of the Conference Committee on Government Modernization.





Oklahoma’s Promise

Senate Bill 529 (Senator Jason Smalley and Representative Katie Henke) This measure raises the income requirement from $50,000 to $55,000 in 2017-18 school year and $60,000 in 2019-2020 school year and provides other modifications to Oklahoma’s Promise.

Update: This bill was sent to the Governor for signature on May 10, 2017.





Open Records/Meeting

Senate Bill 191 (Senator Roger Thompson and Representative David Brumbaugh) This measure states that a delay in providing open records request is limited only to the time required to prepare the requested information.

Update: This bill was signed by the Governor on May 3, 2017.



Senate Bill 245 (Senator Nathan Dahm and Representative John Paul Jordan) This measure modifies the Oklahoma Open Meeting Act requirements for virtual charter school meetings.

Update: This bill was vetoed by the Governor on May 1, 2017.



Senate Bill 403 (Senator David Holt and Representative Elise Hall) This measure establishes methods for notice of public meetings on websites.

Update: This bill was signed by the Governor on April 25, 2017.





OTEG

Senate Bill 600 (Senator Jason Smalley and Representative Katie Henke) This measure changes the name of Hillsdale Free Will Baptist College to Randall University.

Update: This bill was signed by the Governor on April 25, 2017.





Regents

Senate Bill 428 (Senator Jason Smalley and Representative Katie Henke) This measure allows teachers who are retired to be reemployed with no limits on earnings.

Update: This bill was sent to the Governor for signature on May 9, 2017.



Senate Bill 690 (Senator Kim David and Representative Lewis Moore) This measure instructs the State Regents, Oklahoma Military Department and schools of social work to develop a Guard Advocacy Program for Oklahoma National Guard soldiers and airmen.

Update: This bill was signed by the Governor on May 1, 2017.



House Bill 1576 (Representative Chad Caldwell and Senator Gary Stanislawski) This measure requires the Oklahoma Commission for Teacher Preparation to include digital teaching.

Update: This bill was signed by the Governor on April 6, 2017.



House Bill 1789 (Representative Ed Cannaday and Dewayne Pemberton) This measure requires the SDE, Commission for Educational Quality and Accountability and State Regents to ensure training on dyslexia.

Update: This bill was signed by the Governor on April 24, 2017.



House Bill 2155 (Representative Jadine Nollan and Senator Gary Stanislawski) This measure requires the SDE to adopt a new statewide system of college and career planning tools called Individual Career Academic Plan.  This measure directs the SDE, State Regents and CareerTech to work together to develop career planning tools for students in 6th through 12th grade.

Update: This bill was signed by the Governor on May 2, 2017.



House Bill 2404 (Senator Kim David and Representative Leslie Osborn) This measure removes the State Regents and institutions which are in the State System from the list of entities which are exempt from sales tax.

Update: This bill was filed on May 9, 2017 but was laid over in committee on May 11, 2017.





Retirement/Benefits

Senate Bill 423 (Senator Marty Quinn and Representative Randy McDaniel) This measure reduces the time period an employee has to choose a retirement plan from 90 to 30 days.

Update: This bill was sent to the Governor for signature on May 10, 2017.



Senate Bill 799 (Senator Anthony Sykes and Representative Chris Kannady) This measure allows state employees to use leave for wellness issues.

Update: This bill passed the House floor on April 26, 2017 by a vote of 53-37.



House Bill 1162 (Representative Randy McDaniel and Senator Gary Stanislawski) This measure sets a minimum age of 67 or 62 after meeting the rule of 90 for employees who become participants in TRS after November 1, 2017.

Update: This bill was signed by the Governor on April 24, 2017.



House Bill 1868 (Representative Jason Dunnington and Senator Roger Thompson) This measure provides overtime for state employees earning less than $40,000 per year.

Update: This bill passed the Senate floor on April 25, 2017 by a vote of 29-15.



House Bill 2237 (Representative Glen Mulready and Senator Greg Treat) This measure amends the health insurance provision for state employees.

Update: This bill passed the Senate floor on April 27, 2017 by a vote of 40-0. The Senate named Allen, Brown, Treat, Floyd, Dossett, Leewright, Dugger, and Smalley as conferees.





Shell Bills

House Bills 2388, and 2394 (Representative Leslie Osborn and Senator Kim David) Related to Public Finance



House Bills 2384 and 2385 (Representative Leslie Osborn and Senator Kim David)

Related to Government Modernization



House Bills 2371, 2374, 2379, 2381, 2382, 2405, 2406, 2407, 2408, 2409, 2410,  2411, 2412, 2413, 2414, 2415, 2416, 2417, 2418, 2419, 2420, 2421, and 2422

(Representative Leslie Osborn and Senator Kim David) Related to Revenue and Tax



House Bill 2353 (Representative Leslie Osborn and Senator Kim David) This measure is related to the Tax Code.

Update: This measure was filed April 11, 2017.





Student Loans

Senate Bill 357 (Senator David Holt and Representative Harold Wright) This measure directs licensing boards to take into consideration student loan default when making licensing suspension decisions.

Update: This bill was signed by the Governor on April 25, 2017.





Tax/Finance

Senate Bill 170 (Senator Roger Thompson and Representative Earl Sears) This measure redefines rate reduction and establishes new rules for estimating growth.

Update: This bill was sent to the Governor for signature on May 9, 2017.



Senate Bill 293 (Senator Kim David and Representative Leslie Osborn) This measure removes population requirements for tax incentive districts relating to the ad valorem tax.

Update: This bill passed the Senate floor on May 10, 2017 by a vote of 36-8.



Senate Bill 731 (Senator Bryce Marlatt and Representative Kevin Calvey) This measure changes interest on proceeds from the sale of oil and gas.

Update: This bill passed the House floor on April 17, 2017 by a vote of 60-23.



House Bill 1423 (Representative Mark Lepak and Senator Jack Fry) This measure reauthorizes the Folds of Honor Scholarship Program tax donation.

Update: This bill was signed by the Governor on April 26, 2017.



House Bill 1856 (Representative Leslie Osborn and Senator Stephanie Bice) This measure creates a task force to study the Tax Code.

Update: This bill passed off the House floor on May 11, 2017 by a vote of 87-0.



House Bill 2347 (Representative Leslie Osborn and Senator Kim David) This measure limits the amount of itemized deductions to $17,000 for tax years 2017-2019.

Update: This bill passed both the House and Senate Joint Committees on Appropriations on May 11, 2017 and May 12, 2017, respectively.



House Bill 2351 (Representative Leslie Osborn and Senator Kim David) This measure authorizes specific facilities to delay the start of ad valorem exemption period.

Update: The bill passed the House floor on May 11, 2017 by a vote of 60-31.



House Bill 2403 (Representative Leslie Osborn and Senator Kim David) This measure limits the amount of itemized deductions to $17,000 for tax years 2017-2019.  The $17,000 limit excludes charitable contributions.

Update: This bill passed both the House and Senate Joint Committees on Appropriations on May 8, 2017.





Telecommunications/OneNet

Senate Bill 105 (Senator Roger Thompson and Representative Leslie Osborn) This measure requires the State CIO approve the purchase of any IT products or contracts over $25,000 instead of all purchases.

Update: This bill passed the House floor on April 25, 2017 by a vote of 88-3.





Telemedicine

Senate Bill 726 (Senator AJ Griffin and Representative Glen Mulready) This measure provides standards for the practice of telemedicine.

Update: This bill was signed by the Governor on May 10, 2017.


Thank you.

Glen

Glen D. Johnson
Chancellor
Oklahoma State Regents for Higher Education
655 Research Parkway, Suite 200
Oklahoma City, Oklahoma 73104
405.225.9122
gjohnson at osrhe.edu<mailto:gjohnson at osrhe.edu>

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From bfair at osrhe.edu  Tue May 16 15:22:31 2017
From: bfair at osrhe.edu (Fair, Bryce)
Date: Tue, 16 May 2017 20:22:31 +0000
Subject: [Oasfaa] Governor Approves OKPromise bill today
Message-ID: <C24EDBA1A6D0DF46BCCD868D92714B8F5A1B8987@Columbus.osrhe.edu>

Today, Governor Fallin signed into law SB 529 (by Sen. Jason Smalley and Rep. Katie Henke), the bill making significant changes to the Oklahoma's Promise scholarship program.  The bill will become effective July 1, 2017.  The text of the final version of the bill is available at http://webserver1.lsb.state.ok.us/cf_pdf/2017-18%20ENR/SB/SB529%20ENR.PDF (the official signed version of the bill is not yet available electronically).
As a reminder, the bill contains the following changes:
*       Increasing the application family income limit to $55,000 AGI beginning in 2017-18:  The current $50,000 limit has not been adjusted since 2000.  The adjustment to $55,000 based on Adjusted Gross Income (AGI) applies to 8th, 9th, and 10th-grade applicants beginning in the 2017-18 school year. The bill also further adjusts the income limit to $60,000 for 8th, 9th, and 10th-grade applicants beginning in 2021-22.
*       Authorizing more postsecondary career technology certificate programs:  Currently, only career technology courses that qualify for college credit are eligible for the use of the scholarship.  For enrollment periods beginning after July 1, 2017, this change allows the OKPromise scholarship to be used for any certificate program at a career technology center that qualifies for federal financial aid.  This change is consistent with other state and federal financial aid policy.
*       Aligning scholarship retention requirements with college degree-completion standards:  To maximize college degree-completion, the scholarship retention requirements will be aligned with the college or university's degree-completion standards.  This change becomes effective July 1, 2017.
The bill also contains several important reforms to help ensure that the scholarship expenditures are effective and efficient.
*       Beginning in 2018-19, the OKPromise scholarship will no longer pay for zero-credit college remedial courses:  Many colleges are in the process of reforming remediation to provide supplemental academic support within credit-earning courses.  In addition, many high school seniors will soon have access to College Career Math Ready courses that are designed to address math remediation needs during the student's senior year of high school.
*       Beginning in 2018-19, the second family income check at $100,000 will be applied every year in college:  Currently, the second income check at $100,000 is conducted only one time when the student starts college.  Under the change, a student will not be eligible for the scholarship in any year that their family income exceeds $100,000.
*       Cap the number of credit hours paid by the scholarship in college:  The bill requires the Oklahoma State Regents for Higher Education to establish a maximum limit on the number of credit hours for which the scholarship will pay during the student's five years of scholarship eligibility.  This limit has not been set yet, but will likely become effective for students entering college in fall 2018.

Bryce Fair
Associate Vice Chancellor for Scholarships & Grants
Oklahoma State Regents for Higher Education
P.O. Box 108850
Oklahoma City, OK 73101-8850
Phone: 405-225-9162
Email: bfair at osrhe.edu<mailto:bfair at osrhe.edu>
Fax:  405-225-9230

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From Mendy-Schmerer at ouhsc.edu  Tue May 16 16:06:32 2017
From: Mendy-Schmerer at ouhsc.edu (Schmerer, Mendy M. (HSC))
Date: Tue, 16 May 2017 21:06:32 +0000
Subject: [Oasfaa] Governor Approves OKPromise bill today
In-Reply-To: <C24EDBA1A6D0DF46BCCD868D92714B8F5A1B8987@Columbus.osrhe.edu>
References: <C24EDBA1A6D0DF46BCCD868D92714B8F5A1B8987@Columbus.osrhe.edu>
Message-ID: <D5B10E425947B543BE1D7A493A45033C7A6F17ED@GRANTORINO.hsc.net.ou.edu>

What a win for our students, and for the state in general! Bryce, and all those who have advocated for these positive changes, thank you for your hard work and dedication!

Mendy Schmerer, M.Ed.
Assistant Director
Office of Student Financial Aid
University of Oklahoma Health Sciences Center
1106 N. Stonewall, Rm 301
Oklahoma City, OK  73117
(405) 271-2118, x 48817 (p)
(405) 271-5446 (f)
Mendy-Schmerer at ouhsc.edu<mailto:Mendy-Schmerer at ouhsc.edu>
http://www.ouhsc.edu/financialservices/SFA/

[FB-f-Logo__blue_29] Become our fan on Facebook:  www.facebook.com/OUHSCFinancialAid<http://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 [mailto:oasfaa-bounces at lists.onenet.net] On Behalf Of Fair, Bryce
Sent: Tuesday, May 16, 2017 3:23 PM
To: oasfaa at lists.onenet.net
Subject: [Oasfaa] Governor Approves OKPromise bill today

Today, Governor Fallin signed into law SB 529 (by Sen. Jason Smalley and Rep. Katie Henke), the bill making significant changes to the Oklahoma's Promise scholarship program.  The bill will become effective July 1, 2017.  The text of the final version of the bill is available at http://webserver1.lsb.state.ok.us/cf_pdf/2017-18%20ENR/SB/SB529%20ENR.PDF<https://urldefense.proofpoint.com/v2/url?u=http-3A__webserver1.lsb.state.ok.us_cf-5Fpdf_2017-2D18-2520ENR_SB_SB529-2520ENR.PDF&d=DwMFAg&c=qRnFByZajCb3ogDwk-HidsbrxD-31vTsTBEIa6TCCEk&r=-Lnq0C7sCiFyP0whbJJ3dxf5JnVjhYZXejVPgZDRGLk&m=_hue_khbYTr6s13vGXyZbwzO-8V-_4sfpfzFVS00dX8&s=5aULrQnsUJwKeJCIGWcHPmH3HxmKM5YgNLjPOdd97Yg&e=> (the official signed version of the bill is not yet available electronically).
As a reminder, the bill contains the following changes:
*        Increasing the application family income limit to $55,000 AGI beginning in 2017-18:  The current $50,000 limit has not been adjusted since 2000.  The adjustment to $55,000 based on Adjusted Gross Income (AGI) applies to 8th, 9th, and 10th-grade applicants beginning in the 2017-18 school year. The bill also further adjusts the income limit to $60,000 for 8th, 9th, and 10th-grade applicants beginning in 2021-22.
*        Authorizing more postsecondary career technology certificate programs:  Currently, only career technology courses that qualify for college credit are eligible for the use of the scholarship.  For enrollment periods beginning after July 1, 2017, this change allows the OKPromise scholarship to be used for any certificate program at a career technology center that qualifies for federal financial aid.  This change is consistent with other state and federal financial aid policy.
*        Aligning scholarship retention requirements with college degree-completion standards:  To maximize college degree-completion, the scholarship retention requirements will be aligned with the college or university's degree-completion standards.  This change becomes effective July 1, 2017.
The bill also contains several important reforms to help ensure that the scholarship expenditures are effective and efficient.
*        Beginning in 2018-19, the OKPromise scholarship will no longer pay for zero-credit college remedial courses:  Many colleges are in the process of reforming remediation to provide supplemental academic support within credit-earning courses.  In addition, many high school seniors will soon have access to College Career Math Ready courses that are designed to address math remediation needs during the student's senior year of high school.
*        Beginning in 2018-19, the second family income check at $100,000 will be applied every year in college:  Currently, the second income check at $100,000 is conducted only one time when the student starts college.  Under the change, a student will not be eligible for the scholarship in any year that their family income exceeds $100,000.
*        Cap the number of credit hours paid by the scholarship in college:  The bill requires the Oklahoma State Regents for Higher Education to establish a maximum limit on the number of credit hours for which the scholarship will pay during the student's five years of scholarship eligibility.  This limit has not been set yet, but will likely become effective for students entering college in fall 2018.


Bryce Fair
Associate Vice Chancellor for Scholarships & Grants
Oklahoma State Regents for Higher Education
P.O. Box 108850
Oklahoma City, OK 73101-8850
Phone: 405-225-9162
Email: bfair at osrhe.edu<mailto:bfair at osrhe.edu>
Fax:  405-225-9230

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From pmcconahay at ou.edu  Fri May 19 14:47:32 2017
From: pmcconahay at ou.edu (Mc Conahay, Pamela K.)
Date: Fri, 19 May 2017 19:47:32 +0000
Subject: [Oasfaa] IRS Systems Down Memorial Day Weekend
In-Reply-To: <17138604.120343@service.govdelivery.com>
References: <17138604.120343@service.govdelivery.com>
Message-ID: <C962F712-F01E-4E75-ADD0-9EF0B6567B27@ou.edu>

Planned outage

Pam McConahay
pmcconahay at ou.edu<mailto:pmcconahay at ou.edu>

Begin forwarded message:

From: "e-News for Tax Professionals" <irs at service.govdelivery.com<mailto:irs at service.govdelivery.com>>
Date: May 19, 2017 at 2:24:41 PM CDT
To: pmcconahay at ou.edu<mailto:pmcconahay at ou.edu>
Subject: e-News for Tax Professionals Issue 2017-20
Reply-To: irs at service.govdelivery.com<mailto:irs at service.govdelivery.com>


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Disaster Relief<https://urldefense.proofpoint.com/v2/url?u=http-3A__links.govdelivery.com-3A80_track-3Ftype-3Dclick-26enid-3DZWFzPTEmbWFpbGluZ2lkPTIwMTcwNTE5LjczNTkwODAxJm1lc3NhZ2VpZD1NREItUFJELUJVTC0yMDE3MDUxOS43MzU5MDgwMSZkYXRhYmFzZWlkPTEwMDEmc2VyaWFsPTE3MTM4NjA0JmVtYWlsaWQ9cG1jY29uYWhheUBvdS5lZHUmdXNlcmlkPXBtY2NvbmFoYXlAb3UuZWR1JmZsPSZleHRyYT1NdWx0aXZhcmlhdGVJZD0mJiY-3D-26-26-26110-26-26-26http-3A__www.irs.gov_uac_Tax-2DRelief-2Din-2DDisaster-2DSituations&d=DwMFAA&c=qKdtBuuu6dQK9MsRUVJ2DPXW6oayO8fu4TfEHS8sGNk&r=JWoxheO_PgFfUzPWeA-wusw-dYDMt_l_Jn_ft1j9URo&m=Pqjp51g_yLc1VJh5FvH51WTEAxN_0R1eKyMKEqdEy3k&s=yl_-AVdsQ2FyngekU-UF2JXTQMYygD8a2hvrRH-LMo0&e=>

Internal Revenue Bulletins<https://urldefense.proofpoint.com/v2/url?u=http-3A__links.govdelivery.com-3A80_track-3Ftype-3Dclick-26enid-3DZWFzPTEmbWFpbGluZ2lkPTIwMTcwNTE5LjczNTkwODAxJm1lc3NhZ2VpZD1NREItUFJELUJVTC0yMDE3MDUxOS43MzU5MDgwMSZkYXRhYmFzZWlkPTEwMDEmc2VyaWFsPTE3MTM4NjA0JmVtYWlsaWQ9cG1jY29uYWhheUBvdS5lZHUmdXNlcmlkPXBtY2NvbmFoYXlAb3UuZWR1JmZsPSZleHRyYT1NdWx0aXZhcmlhdGVJZD0mJiY-3D-26-26-26111-26-26-26http-3A__www.irs.gov_irb_index.html&d=DwMFAA&c=qKdtBuuu6dQK9MsRUVJ2DPXW6oayO8fu4TfEHS8sGNk&r=JWoxheO_PgFfUzPWeA-wusw-dYDMt_l_Jn_ft1j9URo&m=Pqjp51g_yLc1VJh5FvH51WTEAxN_0R1eKyMKEqdEy3k&s=Skr8K8qraNqv16ZO_0C2JFS6k5t_Z3cucFr_8u4blJo&e=>

IRS Social Media<https://urldefense.proofpoint.com/v2/url?u=http-3A__links.govdelivery.com-3A80_track-3Ftype-3Dclick-26enid-3DZWFzPTEmbWFpbGluZ2lkPTIwMTcwNTE5LjczNTkwODAxJm1lc3NhZ2VpZD1NREItUFJELUJVTC0yMDE3MDUxOS43MzU5MDgwMSZkYXRhYmFzZWlkPTEwMDEmc2VyaWFsPTE3MTM4NjA0JmVtYWlsaWQ9cG1jY29uYWhheUBvdS5lZHUmdXNlcmlkPXBtY2NvbmFoYXlAb3UuZWR1JmZsPSZleHRyYT1NdWx0aXZhcmlhdGVJZD0mJiY-3D-26-26-26112-26-26-26http-3A__www.irs.gov_uac_IRS-2DNew-2DMedia-2D1&d=DwMFAA&c=qKdtBuuu6dQK9MsRUVJ2DPXW6oayO8fu4TfEHS8sGNk&r=JWoxheO_PgFfUzPWeA-wusw-dYDMt_l_Jn_ft1j9URo&m=Pqjp51g_yLc1VJh5FvH51WTEAxN_0R1eKyMKEqdEy3k&s=wUPdD_XXVEFfoRjG0XgMYS-G9jx6TRf_Bz3LHpggKEU&e=>

________________________________
Upcoming Events
Seminars, Workshops, Conferences, and Other Practitioner Activities By State:

Nationwide Webinars<https://urldefense.proofpoint.com/v2/url?u=http-3A__links.govdelivery.com-3A80_track-3Ftype-3Dclick-26enid-3DZWFzPTEmbWFpbGluZ2lkPTIwMTcwNTE5LjczNTkwODAxJm1lc3NhZ2VpZD1NREItUFJELUJVTC0yMDE3MDUxOS43MzU5MDgwMSZkYXRhYmFzZWlkPTEwMDEmc2VyaWFsPTE3MTM4NjA0JmVtYWlsaWQ9cG1jY29uYWhheUBvdS5lZHUmdXNlcmlkPXBtY2NvbmFoYXlAb3UuZWR1JmZsPSZleHRyYT1NdWx0aXZhcmlhdGVJZD0mJiY-3D-26-26-26113-26-26-26http-3A__www.irs.gov_Businesses_Small-2DBusinesses-2D-26-2DSelf-2DEmployed_Webinars-2Dfor-2DTax-2DPractitioners-2D1&d=DwMFAA&c=qKdtBuuu6dQK9MsRUVJ2DPXW6oayO8fu4TfEHS8sGNk&r=JWoxheO_PgFfUzPWeA-wusw-dYDMt_l_Jn_ft1j9URo&m=Pqjp51g_yLc1VJh5FvH51WTEAxN_0R1eKyMKEqdEy3k&s=AneVRFnG_S1uv4J3PnZQ4Y0wta9a9Rb1FVjv2w2QUKQ&e=>

Alabama<https://urldefense.proofpoint.com/v2/url?u=http-3A__links.govdelivery.com-3A80_track-3Ftype-3Dclick-26enid-3DZWFzPTEmbWFpbGluZ2lkPTIwMTcwNTE5LjczNTkwODAxJm1lc3NhZ2VpZD1NREItUFJELUJVTC0yMDE3MDUxOS43MzU5MDgwMSZkYXRhYmFzZWlkPTEwMDEmc2VyaWFsPTE3MTM4NjA0JmVtYWlsaWQ9cG1jY29uYWhheUBvdS5lZHUmdXNlcmlkPXBtY2NvbmFoYXlAb3UuZWR1JmZsPSZleHRyYT1NdWx0aXZhcmlhdGVJZD0mJiY-3D-26-26-26114-26-26-26http-3A__www.irs.gov_Businesses_Small-2DBusinesses-2D-26-2DSelf-2DEmployed_Alabama-2DPractitioner-2DLiaison-2DMeetings-2Dand-2DSeminars&d=DwMFAA&c=qKdtBuuu6dQK9MsRUVJ2DPXW6oayO8fu4TfEHS8sGNk&r=JWoxheO_PgFfUzPWeA-wusw-dYDMt_l_Jn_ft1j9URo&m=Pqjp51g_yLc1VJh5FvH51WTEAxN_0R1eKyMKEqdEy3k&s=YCkqMtItbef3wYwR-sgu5osyUhg6GHEXmt5Mt3DMCpg&e=>
Alaska<https://urldefense.proofpoint.com/v2/url?u=http-3A__links.govdelivery.com-3A80_track-3Ftype-3Dclick-26enid-3DZWFzPTEmbWFpbGluZ2lkPTIwMTcwNTE5LjczNTkwODAxJm1lc3NhZ2VpZD1NREItUFJELUJVTC0yMDE3MDUxOS43MzU5MDgwMSZkYXRhYmFzZWlkPTEwMDEmc2VyaWFsPTE3MTM4NjA0JmVtYWlsaWQ9cG1jY29uYWhheUBvdS5lZHUmdXNlcmlkPXBtY2NvbmFoYXlAb3UuZWR1JmZsPSZleHRyYT1NdWx0aXZhcmlhdGVJZD0mJiY-3D-26-26-26115-26-26-26http-3A__www.irs.gov_Businesses_Small-2DBusinesses-2D-26-2DSelf-2DEmployed_Alaska-2DPractitioner-2DLiaison-2DMeetings-2Dand-2DSeminars&d=DwMFAA&c=qKdtBuuu6dQK9MsRUVJ2DPXW6oayO8fu4TfEHS8sGNk&r=JWoxheO_PgFfUzPWeA-wusw-dYDMt_l_Jn_ft1j9URo&m=Pqjp51g_yLc1VJh5FvH51WTEAxN_0R1eKyMKEqdEy3k&s=mMnYDUPOk4quGvq0M0U2PueIT_Sm7FjkbfDNcvrPrQA&e=>
Arizona<https://urldefense.proofpoint.com/v2/url?u=http-3A__links.govdelivery.com-3A80_track-3Ftype-3Dclick-26enid-3DZWFzPTEmbWFpbGluZ2lkPTIwMTcwNTE5LjczNTkwODAxJm1lc3NhZ2VpZD1NREItUFJELUJVTC0yMDE3MDUxOS43MzU5MDgwMSZkYXRhYmFzZWlkPTEwMDEmc2VyaWFsPTE3MTM4NjA0JmVtYWlsaWQ9cG1jY29uYWhheUBvdS5lZHUmdXNlcmlkPXBtY2NvbmFoYXlAb3UuZWR1JmZsPSZleHRyYT1NdWx0aXZhcmlhdGVJZD0mJiY-3D-26-26-26116-26-26-26http-3A__www.irs.gov_Businesses_Small-2DBusinesses-2D-26-2DSelf-2DEmployed_Arizona-2DPractitioner-2DLiaison-2DMeetings-2Dand-2DSeminars&d=DwMFAA&c=qKdtBuuu6dQK9MsRUVJ2DPXW6oayO8fu4TfEHS8sGNk&r=JWoxheO_PgFfUzPWeA-wusw-dYDMt_l_Jn_ft1j9URo&m=Pqjp51g_yLc1VJh5FvH51WTEAxN_0R1eKyMKEqdEy3k&s=2daIaIPh0-Cg82_A-x-vfAH91UHVDWj9d2u3wDnEUvo&e=>
Arkansas<https://urldefense.proofpoint.com/v2/url?u=http-3A__links.govdelivery.com-3A80_track-3Ftype-3Dclick-26enid-3DZWFzPTEmbWFpbGluZ2lkPTIwMTcwNTE5LjczNTkwODAxJm1lc3NhZ2VpZD1NREItUFJELUJVTC0yMDE3MDUxOS43MzU5MDgwMSZkYXRhYmFzZWlkPTEwMDEmc2VyaWFsPTE3MTM4NjA0JmVtYWlsaWQ9cG1jY29uYWhheUBvdS5lZHUmdXNlcmlkPXBtY2NvbmFoYXlAb3UuZWR1JmZsPSZleHRyYT1NdWx0aXZhcmlhdGVJZD0mJiY-3D-26-26-26117-26-26-26http-3A__www.irs.gov_Businesses_Small-2DBusinesses-2D-26-2DSelf-2DEmployed_Arkansas-2DPractitioner-2DLiaison-2DMeetings-2Dand-2DSeminars&d=DwMFAA&c=qKdtBuuu6dQK9MsRUVJ2DPXW6oayO8fu4TfEHS8sGNk&r=JWoxheO_PgFfUzPWeA-wusw-dYDMt_l_Jn_ft1j9URo&m=Pqjp51g_yLc1VJh5FvH51WTEAxN_0R1eKyMKEqdEy3k&s=Kkt4ncddL7n0RBLz6n257eSPaS1MjeHMtWMNjw5t2Yg&e=>
California<https://urldefense.proofpoint.com/v2/url?u=http-3A__links.govdelivery.com-3A80_track-3Ftype-3Dclick-26enid-3DZWFzPTEmbWFpbGluZ2lkPTIwMTcwNTE5LjczNTkwODAxJm1lc3NhZ2VpZD1NREItUFJELUJVTC0yMDE3MDUxOS43MzU5MDgwMSZkYXRhYmFzZWlkPTEwMDEmc2VyaWFsPTE3MTM4NjA0JmVtYWlsaWQ9cG1jY29uYWhheUBvdS5lZHUmdXNlcmlkPXBtY2NvbmFoYXlAb3UuZWR1JmZsPSZleHRyYT1NdWx0aXZhcmlhdGVJZD0mJiY-3D-26-26-26118-26-26-26http-3A__www.irs.gov_Businesses_Small-2DBusinesses-2D-26-2DSelf-2DEmployed_California-2DPractitioner-2DLiaison-2DMeetings-2Dand-2DSeminars&d=DwMFAA&c=qKdtBuuu6dQK9MsRUVJ2DPXW6oayO8fu4TfEHS8sGNk&r=JWoxheO_PgFfUzPWeA-wusw-dYDMt_l_Jn_ft1j9URo&m=Pqjp51g_yLc1VJh5FvH51WTEAxN_0R1eKyMKEqdEy3k&s=5hx_dyAyOEa9J8Fi6QcvpBxQbR603VIxZIR-13I6oSo&e=>
Colorado<https://urldefense.proofpoint.com/v2/url?u=http-3A__links.govdelivery.com-3A80_track-3Ftype-3Dclick-26enid-3DZWFzPTEmbWFpbGluZ2lkPTIwMTcwNTE5LjczNTkwODAxJm1lc3NhZ2VpZD1NREItUFJELUJVTC0yMDE3MDUxOS43MzU5MDgwMSZkYXRhYmFzZWlkPTEwMDEmc2VyaWFsPTE3MTM4NjA0JmVtYWlsaWQ9cG1jY29uYWhheUBvdS5lZHUmdXNlcmlkPXBtY2NvbmFoYXlAb3UuZWR1JmZsPSZleHRyYT1NdWx0aXZhcmlhdGVJZD0mJiY-3D-26-26-26119-26-26-26http-3A__www.irs.gov_Businesses_Small-2DBusinesses-2D-26-2DSelf-2DEmployed_Colorado-2DPractitioner-2DLiaison-2DMeetings-2Dand-2DSeminars&d=DwMFAA&c=qKdtBuuu6dQK9MsRUVJ2DPXW6oayO8fu4TfEHS8sGNk&r=JWoxheO_PgFfUzPWeA-wusw-dYDMt_l_Jn_ft1j9URo&m=Pqjp51g_yLc1VJh5FvH51WTEAxN_0R1eKyMKEqdEy3k&s=jd37dKPtX8YG9KWkdKMSbaFveje2JY0J65TahVZjJso&e=>
Connecticut<https://urldefense.proofpoint.com/v2/url?u=http-3A__links.govdelivery.com-3A80_track-3Ftype-3Dclick-26enid-3DZWFzPTEmbWFpbGluZ2lkPTIwMTcwNTE5LjczNTkwODAxJm1lc3NhZ2VpZD1NREItUFJELUJVTC0yMDE3MDUxOS43MzU5MDgwMSZkYXRhYmFzZWlkPTEwMDEmc2VyaWFsPTE3MTM4NjA0JmVtYWlsaWQ9cG1jY29uYWhheUBvdS5lZHUmdXNlcmlkPXBtY2NvbmFoYXlAb3UuZWR1JmZsPSZleHRyYT1NdWx0aXZhcmlhdGVJZD0mJiY-3D-26-26-26120-26-26-26http-3A__www.irs.gov_Businesses_Small-2DBusinesses-2D-26-2DSelf-2DEmployed_Connecticut-2DPractitioner-2DLiaison-2DMeetings-2Dand-2DSeminars&d=DwMFAA&c=qKdtBuuu6dQK9MsRUVJ2DPXW6oayO8fu4TfEHS8sGNk&r=JWoxheO_PgFfUzPWeA-wusw-dYDMt_l_Jn_ft1j9URo&m=Pqjp51g_yLc1VJh5FvH51WTEAxN_0R1eKyMKEqdEy3k&s=cxjIJ1nD6RF1IRASt4FYf_XF0USc7ItnXbPOsQqAq-c&e=>
Delaware<https://urldefense.proofpoint.com/v2/url?u=http-3A__links.govdelivery.com-3A80_track-3Ftype-3Dclick-26enid-3DZWFzPTEmbWFpbGluZ2lkPTIwMTcwNTE5LjczNTkwODAxJm1lc3NhZ2VpZD1NREItUFJELUJVTC0yMDE3MDUxOS43MzU5MDgwMSZkYXRhYmFzZWlkPTEwMDEmc2VyaWFsPTE3MTM4NjA0JmVtYWlsaWQ9cG1jY29uYWhheUBvdS5lZHUmdXNlcmlkPXBtY2NvbmFoYXlAb3UuZWR1JmZsPSZleHRyYT1NdWx0aXZhcmlhdGVJZD0mJiY-3D-26-26-26121-26-26-26http-3A__www.irs.gov_Businesses_Small-2DBusinesses-2D-26-2DSelf-2DEmployed_Delaware-2DPractitioner-2DLiaison-2DMeetings-2Dand-2DSeminars&d=DwMFAA&c=qKdtBuuu6dQK9MsRUVJ2DPXW6oayO8fu4TfEHS8sGNk&r=JWoxheO_PgFfUzPWeA-wusw-dYDMt_l_Jn_ft1j9URo&m=Pqjp51g_yLc1VJh5FvH51WTEAxN_0R1eKyMKEqdEy3k&s=mCgIoCRHdsbWsyEUwUGZKOLPRyfuEo50nZjD79COvXA&e=>
District of Columbia<https://urldefense.proofpoint.com/v2/url?u=http-3A__links.govdelivery.com-3A80_track-3Ftype-3Dclick-26enid-3DZWFzPTEmbWFpbGluZ2lkPTIwMTcwNTE5LjczNTkwODAxJm1lc3NhZ2VpZD1NREItUFJELUJVTC0yMDE3MDUxOS43MzU5MDgwMSZkYXRhYmFzZWlkPTEwMDEmc2VyaWFsPTE3MTM4NjA0JmVtYWlsaWQ9cG1jY29uYWhheUBvdS5lZHUmdXNlcmlkPXBtY2NvbmFoYXlAb3UuZWR1JmZsPSZleHRyYT1NdWx0aXZhcmlhdGVJZD0mJiY-3D-26-26-26122-26-26-26http-3A__www.irs.gov_Businesses_Small-2DBusinesses-2D-26-2DSelf-2DEmployed_District-2Dof-2DColumbia-2DPractitioner-2DLiaison-2DMeetings-2Dand-2DSeminars&d=DwMFAA&c=qKdtBuuu6dQK9MsRUVJ2DPXW6oayO8fu4TfEHS8sGNk&r=JWoxheO_PgFfUzPWeA-wusw-dYDMt_l_Jn_ft1j9URo&m=Pqjp51g_yLc1VJh5FvH51WTEAxN_0R1eKyMKEqdEy3k&s=fkU8dk1pltZr79Go450CivNWHFPoF85b1PARemR1jbI&e=>
Florida<https://urldefense.proofpoint.com/v2/url?u=http-3A__links.govdelivery.com-3A80_track-3Ftype-3Dclick-26enid-3DZWFzPTEmbWFpbGluZ2lkPTIwMTcwNTE5LjczNTkwODAxJm1lc3NhZ2VpZD1NREItUFJELUJVTC0yMDE3MDUxOS43MzU5MDgwMSZkYXRhYmFzZWlkPTEwMDEmc2VyaWFsPTE3MTM4NjA0JmVtYWlsaWQ9cG1jY29uYWhheUBvdS5lZHUmdXNlcmlkPXBtY2NvbmFoYXlAb3UuZWR1JmZsPSZleHRyYT1NdWx0aXZhcmlhdGVJZD0mJiY-3D-26-26-26123-26-26-26http-3A__www.irs.gov_Businesses_Small-2DBusinesses-2D-26-2DSelf-2DEmployed_Florida-2DPractitioner-2DLiaison-2DMeetings-2Dand-2DSeminars&d=DwMFAA&c=qKdtBuuu6dQK9MsRUVJ2DPXW6oayO8fu4TfEHS8sGNk&r=JWoxheO_PgFfUzPWeA-wusw-dYDMt_l_Jn_ft1j9URo&m=Pqjp51g_yLc1VJh5FvH51WTEAxN_0R1eKyMKEqdEy3k&s=pFcbrZKVnOp9aTSOQYnL56CI1IB6ryn0hTXIfdjFjhM&e=>
Georgia<https://urldefense.proofpoint.com/v2/url?u=http-3A__links.govdelivery.com-3A80_track-3Ftype-3Dclick-26enid-3DZWFzPTEmbWFpbGluZ2lkPTIwMTcwNTE5LjczNTkwODAxJm1lc3NhZ2VpZD1NREItUFJELUJVTC0yMDE3MDUxOS43MzU5MDgwMSZkYXRhYmFzZWlkPTEwMDEmc2VyaWFsPTE3MTM4NjA0JmVtYWlsaWQ9cG1jY29uYWhheUBvdS5lZHUmdXNlcmlkPXBtY2NvbmFoYXlAb3UuZWR1JmZsPSZleHRyYT1NdWx0aXZhcmlhdGVJZD0mJiY-3D-26-26-26124-26-26-26http-3A__www.irs.gov_Businesses_Small-2DBusinesses-2D-26-2DSelf-2DEmployed_Georgia-2DPractitioner-2DLiaison-2DMeetings-2Dand-2DSeminars&d=DwMFAA&c=qKdtBuuu6dQK9MsRUVJ2DPXW6oayO8fu4TfEHS8sGNk&r=JWoxheO_PgFfUzPWeA-wusw-dYDMt_l_Jn_ft1j9URo&m=Pqjp51g_yLc1VJh5FvH51WTEAxN_0R1eKyMKEqdEy3k&s=MGbrz2yAhk8rACnlI_F_K57oSYHkLIUe7SOTaLOlGWY&e=>
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________________________________

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Rhode Island<https://urldefense.proofpoint.com/v2/url?u=http-3A__links.govdelivery.com-3A80_track-3Ftype-3Dclick-26enid-3DZWFzPTEmbWFpbGluZ2lkPTIwMTcwNTE5LjczNTkwODAxJm1lc3NhZ2VpZD1NREItUFJELUJVTC0yMDE3MDUxOS43MzU5MDgwMSZkYXRhYmFzZWlkPTEwMDEmc2VyaWFsPTE3MTM4NjA0JmVtYWlsaWQ9cG1jY29uYWhheUBvdS5lZHUmdXNlcmlkPXBtY2NvbmFoYXlAb3UuZWR1JmZsPSZleHRyYT1NdWx0aXZhcmlhdGVJZD0mJiY-3D-26-26-26153-26-26-26http-3A__www.irs.gov_Businesses_Small-2DBusinesses-2D-26-2DSelf-2DEmployed_Rhode-2DIsland-2DPractitioner-2DLiaison-2DMeetings-2Dand-2DSeminars&d=DwMFAA&c=qKdtBuuu6dQK9MsRUVJ2DPXW6oayO8fu4TfEHS8sGNk&r=JWoxheO_PgFfUzPWeA-wusw-dYDMt_l_Jn_ft1j9URo&m=Pqjp51g_yLc1VJh5FvH51WTEAxN_0R1eKyMKEqdEy3k&s=GyLU1xJIczRH9UWBHzEfJVoKk2FxV3pKEm1oEU2I1cY&e=>
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South Dakota<https://urldefense.proofpoint.com/v2/url?u=http-3A__links.govdelivery.com-3A80_track-3Ftype-3Dclick-26enid-3DZWFzPTEmbWFpbGluZ2lkPTIwMTcwNTE5LjczNTkwODAxJm1lc3NhZ2VpZD1NREItUFJELUJVTC0yMDE3MDUxOS43MzU5MDgwMSZkYXRhYmFzZWlkPTEwMDEmc2VyaWFsPTE3MTM4NjA0JmVtYWlsaWQ9cG1jY29uYWhheUBvdS5lZHUmdXNlcmlkPXBtY2NvbmFoYXlAb3UuZWR1JmZsPSZleHRyYT1NdWx0aXZhcmlhdGVJZD0mJiY-3D-26-26-26155-26-26-26http-3A__www.irs.gov_Businesses_Small-2DBusinesses-2D-26-2DSelf-2DEmployed_South-2DDakota-2DPractitioner-2DLiaison-2DMeetings-2Dand-2DSeminars&d=DwMFAA&c=qKdtBuuu6dQK9MsRUVJ2DPXW6oayO8fu4TfEHS8sGNk&r=JWoxheO_PgFfUzPWeA-wusw-dYDMt_l_Jn_ft1j9URo&m=Pqjp51g_yLc1VJh5FvH51WTEAxN_0R1eKyMKEqdEy3k&s=4lrricXSzxQGkn_L0YLlDhORRBZGwCZPzuf71iyRjWY&e=>
Tennessee<https://urldefense.proofpoint.com/v2/url?u=http-3A__links.govdelivery.com-3A80_track-3Ftype-3Dclick-26enid-3DZWFzPTEmbWFpbGluZ2lkPTIwMTcwNTE5LjczNTkwODAxJm1lc3NhZ2VpZD1NREItUFJELUJVTC0yMDE3MDUxOS43MzU5MDgwMSZkYXRhYmFzZWlkPTEwMDEmc2VyaWFsPTE3MTM4NjA0JmVtYWlsaWQ9cG1jY29uYWhheUBvdS5lZHUmdXNlcmlkPXBtY2NvbmFoYXlAb3UuZWR1JmZsPSZleHRyYT1NdWx0aXZhcmlhdGVJZD0mJiY-3D-26-26-26156-26-26-26http-3A__www.irs.gov_Businesses_Small-2DBusinesses-2D-26-2DSelf-2DEmployed_Tennessee-2DPractitioner-2DLiaison-2DMeetings-2Dand-2DSeminars&d=DwMFAA&c=qKdtBuuu6dQK9MsRUVJ2DPXW6oayO8fu4TfEHS8sGNk&r=JWoxheO_PgFfUzPWeA-wusw-dYDMt_l_Jn_ft1j9URo&m=Pqjp51g_yLc1VJh5FvH51WTEAxN_0R1eKyMKEqdEy3k&s=2IIjeuOY7mjvutJwnyrcCuKBYbKn59y4kH54spgz5SQ&e=>
Texas<https://urldefense.proofpoint.com/v2/url?u=http-3A__links.govdelivery.com-3A80_track-3Ftype-3Dclick-26enid-3DZWFzPTEmbWFpbGluZ2lkPTIwMTcwNTE5LjczNTkwODAxJm1lc3NhZ2VpZD1NREItUFJELUJVTC0yMDE3MDUxOS43MzU5MDgwMSZkYXRhYmFzZWlkPTEwMDEmc2VyaWFsPTE3MTM4NjA0JmVtYWlsaWQ9cG1jY29uYWhheUBvdS5lZHUmdXNlcmlkPXBtY2NvbmFoYXlAb3UuZWR1JmZsPSZleHRyYT1NdWx0aXZhcmlhdGVJZD0mJiY-3D-26-26-26157-26-26-26http-3A__www.irs.gov_Businesses_Small-2DBusinesses-2D-26-2DSelf-2DEmployed_Texas-2DPractitioner-2DLiaison-2DMeetings-2Dand-2DSeminars&d=DwMFAA&c=qKdtBuuu6dQK9MsRUVJ2DPXW6oayO8fu4TfEHS8sGNk&r=JWoxheO_PgFfUzPWeA-wusw-dYDMt_l_Jn_ft1j9URo&m=Pqjp51g_yLc1VJh5FvH51WTEAxN_0R1eKyMKEqdEy3k&s=zHQWtdcWgSt-GEr6PQl7P1Bx9qtIwnWwnBB0ey_Zre8&e=>
Utah<https://urldefense.proofpoint.com/v2/url?u=http-3A__links.govdelivery.com-3A80_track-3Ftype-3Dclick-26enid-3DZWFzPTEmbWFpbGluZ2lkPTIwMTcwNTE5LjczNTkwODAxJm1lc3NhZ2VpZD1NREItUFJELUJVTC0yMDE3MDUxOS43MzU5MDgwMSZkYXRhYmFzZWlkPTEwMDEmc2VyaWFsPTE3MTM4NjA0JmVtYWlsaWQ9cG1jY29uYWhheUBvdS5lZHUmdXNlcmlkPXBtY2NvbmFoYXlAb3UuZWR1JmZsPSZleHRyYT1NdWx0aXZhcmlhdGVJZD0mJiY-3D-26-26-26158-26-26-26http-3A__www.irs.gov_Businesses_Small-2DBusinesses-2D-26-2DSelf-2DEmployed_Utah-2DPractitioner-2DLiaison-2DMeetings-2Dand-2DSeminars&d=DwMFAA&c=qKdtBuuu6dQK9MsRUVJ2DPXW6oayO8fu4TfEHS8sGNk&r=JWoxheO_PgFfUzPWeA-wusw-dYDMt_l_Jn_ft1j9URo&m=Pqjp51g_yLc1VJh5FvH51WTEAxN_0R1eKyMKEqdEy3k&s=XXGUmL1VK7iN2liIBHgXpjjXIye89AaZJJ0kHmgxLkE&e=>
Vermont<https://urldefense.proofpoint.com/v2/url?u=http-3A__links.govdelivery.com-3A80_track-3Ftype-3Dclick-26enid-3DZWFzPTEmbWFpbGluZ2lkPTIwMTcwNTE5LjczNTkwODAxJm1lc3NhZ2VpZD1NREItUFJELUJVTC0yMDE3MDUxOS43MzU5MDgwMSZkYXRhYmFzZWlkPTEwMDEmc2VyaWFsPTE3MTM4NjA0JmVtYWlsaWQ9cG1jY29uYWhheUBvdS5lZHUmdXNlcmlkPXBtY2NvbmFoYXlAb3UuZWR1JmZsPSZleHRyYT1NdWx0aXZhcmlhdGVJZD0mJiY-3D-26-26-26159-26-26-26http-3A__www.irs.gov_Businesses_Small-2DBusinesses-2D-26-2DSelf-2DEmployed_Vermont-2DPractitioner-2DLiaison-2DMeetings-2Dand-2DSeminars&d=DwMFAA&c=qKdtBuuu6dQK9MsRUVJ2DPXW6oayO8fu4TfEHS8sGNk&r=JWoxheO_PgFfUzPWeA-wusw-dYDMt_l_Jn_ft1j9URo&m=Pqjp51g_yLc1VJh5FvH51WTEAxN_0R1eKyMKEqdEy3k&s=jGMF51JYWU2KZD3kDBSkt8uNa8NKnrt-AsbtGv2xZB4&e=>
Virginia<https://urldefense.proofpoint.com/v2/url?u=http-3A__links.govdelivery.com-3A80_track-3Ftype-3Dclick-26enid-3DZWFzPTEmbWFpbGluZ2lkPTIwMTcwNTE5LjczNTkwODAxJm1lc3NhZ2VpZD1NREItUFJELUJVTC0yMDE3MDUxOS43MzU5MDgwMSZkYXRhYmFzZWlkPTEwMDEmc2VyaWFsPTE3MTM4NjA0JmVtYWlsaWQ9cG1jY29uYWhheUBvdS5lZHUmdXNlcmlkPXBtY2NvbmFoYXlAb3UuZWR1JmZsPSZleHRyYT1NdWx0aXZhcmlhdGVJZD0mJiY-3D-26-26-26160-26-26-26http-3A__www.irs.gov_Businesses_Small-2DBusinesses-2D-26-2DSelf-2DEmployed_Virginia-2DPractitioner-2DLiaison-2DMeetings-2Dand-2DSeminars&d=DwMFAA&c=qKdtBuuu6dQK9MsRUVJ2DPXW6oayO8fu4TfEHS8sGNk&r=JWoxheO_PgFfUzPWeA-wusw-dYDMt_l_Jn_ft1j9URo&m=Pqjp51g_yLc1VJh5FvH51WTEAxN_0R1eKyMKEqdEy3k&s=4NV-jZKpTZxMrwea00kbblATCAmEv6jgFf5vDm04wv8&e=>
Washington<https://urldefense.proofpoint.com/v2/url?u=http-3A__links.govdelivery.com-3A80_track-3Ftype-3Dclick-26enid-3DZWFzPTEmbWFpbGluZ2lkPTIwMTcwNTE5LjczNTkwODAxJm1lc3NhZ2VpZD1NREItUFJELUJVTC0yMDE3MDUxOS43MzU5MDgwMSZkYXRhYmFzZWlkPTEwMDEmc2VyaWFsPTE3MTM4NjA0JmVtYWlsaWQ9cG1jY29uYWhheUBvdS5lZHUmdXNlcmlkPXBtY2NvbmFoYXlAb3UuZWR1JmZsPSZleHRyYT1NdWx0aXZhcmlhdGVJZD0mJiY-3D-26-26-26161-26-26-26http-3A__www.irs.gov_Businesses_Small-2DBusinesses-2D-26-2DSelf-2DEmployed_Washington-2DPractitioner-2DLiaison-2DMeetings-2Dand-2DSeminars&d=DwMFAA&c=qKdtBuuu6dQK9MsRUVJ2DPXW6oayO8fu4TfEHS8sGNk&r=JWoxheO_PgFfUzPWeA-wusw-dYDMt_l_Jn_ft1j9URo&m=Pqjp51g_yLc1VJh5FvH51WTEAxN_0R1eKyMKEqdEy3k&s=EirNTnCdetftPaUZPWMGDDnpHWg6MFKHu0oausn2ka4&e=>
West Virginia<https://urldefense.proofpoint.com/v2/url?u=http-3A__links.govdelivery.com-3A80_track-3Ftype-3Dclick-26enid-3DZWFzPTEmbWFpbGluZ2lkPTIwMTcwNTE5LjczNTkwODAxJm1lc3NhZ2VpZD1NREItUFJELUJVTC0yMDE3MDUxOS43MzU5MDgwMSZkYXRhYmFzZWlkPTEwMDEmc2VyaWFsPTE3MTM4NjA0JmVtYWlsaWQ9cG1jY29uYWhheUBvdS5lZHUmdXNlcmlkPXBtY2NvbmFoYXlAb3UuZWR1JmZsPSZleHRyYT1NdWx0aXZhcmlhdGVJZD0mJiY-3D-26-26-26162-26-26-26http-3A__www.irs.gov_Businesses_Small-2DBusinesses-2D-26-2DSelf-2DEmployed_West-2DVirginia-2DPractitioner-2DLiaison-2DMeetings-2Dand-2DSeminars&d=DwMFAA&c=qKdtBuuu6dQK9MsRUVJ2DPXW6oayO8fu4TfEHS8sGNk&r=JWoxheO_PgFfUzPWeA-wusw-dYDMt_l_Jn_ft1j9URo&m=Pqjp51g_yLc1VJh5FvH51WTEAxN_0R1eKyMKEqdEy3k&s=F-Oeget1QHCzTVHKCM4-rVoKTCFMBcGJhgamIzflaKg&e=>
Wisconsin<https://urldefense.proofpoint.com/v2/url?u=http-3A__links.govdelivery.com-3A80_track-3Ftype-3Dclick-26enid-3DZWFzPTEmbWFpbGluZ2lkPTIwMTcwNTE5LjczNTkwODAxJm1lc3NhZ2VpZD1NREItUFJELUJVTC0yMDE3MDUxOS43MzU5MDgwMSZkYXRhYmFzZWlkPTEwMDEmc2VyaWFsPTE3MTM4NjA0JmVtYWlsaWQ9cG1jY29uYWhheUBvdS5lZHUmdXNlcmlkPXBtY2NvbmFoYXlAb3UuZWR1JmZsPSZleHRyYT1NdWx0aXZhcmlhdGVJZD0mJiY-3D-26-26-26163-26-26-26http-3A__www.irs.gov_Businesses_Small-2DBusinesses-2D-26-2DSelf-2DEmployed_Wisconsin-2DPractitioner-2DLiaison-2DMeetings-2Dand-2DSeminars&d=DwMFAA&c=qKdtBuuu6dQK9MsRUVJ2DPXW6oayO8fu4TfEHS8sGNk&r=JWoxheO_PgFfUzPWeA-wusw-dYDMt_l_Jn_ft1j9URo&m=Pqjp51g_yLc1VJh5FvH51WTEAxN_0R1eKyMKEqdEy3k&s=aHfRzs-gT6Rr0XsvptRJhJ6IgvQOO0wZTaooGxX-DD8&e=>
Wyoming<https://urldefense.proofpoint.com/v2/url?u=http-3A__links.govdelivery.com-3A80_track-3Ftype-3Dclick-26enid-3DZWFzPTEmbWFpbGluZ2lkPTIwMTcwNTE5LjczNTkwODAxJm1lc3NhZ2VpZD1NREItUFJELUJVTC0yMDE3MDUxOS43MzU5MDgwMSZkYXRhYmFzZWlkPTEwMDEmc2VyaWFsPTE3MTM4NjA0JmVtYWlsaWQ9cG1jY29uYWhheUBvdS5lZHUmdXNlcmlkPXBtY2NvbmFoYXlAb3UuZWR1JmZsPSZleHRyYT1NdWx0aXZhcmlhdGVJZD0mJiY-3D-26-26-26164-26-26-26http-3A__www.irs.gov_Businesses_Small-2DBusinesses-2D-26-2DSelf-2DEmployed_Wyoming-2DPractitioner-2DLiaison-2DMeetings-2Dand-2DSeminars&d=DwMFAA&c=qKdtBuuu6dQK9MsRUVJ2DPXW6oayO8fu4TfEHS8sGNk&r=JWoxheO_PgFfUzPWeA-wusw-dYDMt_l_Jn_ft1j9URo&m=Pqjp51g_yLc1VJh5FvH51WTEAxN_0R1eKyMKEqdEy3k&s=f0RLzL9DL4qA5ec5O9J6V3QMmV7I48DNI8jiNo0Fhi4&e=>

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Issue Number:  2017-20
Inside This Issue


  1.  e-Services, Transcript Delivery System Unavailable Memorial Day Weekend
  2.  Opportunity Coming to Participate in New Correspondence Examination Digital Pilot Program
  3.  Deadline for the Information Reporting Program Advisory Committee (IRPAC) is May 21
  4.  Tax Pros Can Earn 18 CPE Credits at the 2017 IRS Nationwide Tax Forums
  5.  IRS Announces Three New Members for Advisory Committee on Tax Exempt and Government Entities
  6.  Military Tax Tips
  7.  Technical Guidance



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1.  e-Services, Transcript Delivery System Unavailable Memorial Day Weekend
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The IRS will conduct systems maintenance beginning Friday, May 26, 2017 at 6 p.m. EDT and ending on Tuesday, May 30, 2017 at 5 a.m. EDT. During this time, e-Services Transcript Delivery System, TIN Matching, e-file and ACA applications will not be available.

Mark your calendars for June: E-Services also will be unavailable from Thursday, June 15 at 6 p.m. through Monday, June 19 at 6 a.m. as it moves to a different platform as part of a technology upgrade. All applications – including the Transcript Delivery System and TIN Matching – will be offline during this timeframe.

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2.  Opportunity Coming to Participate in New Correspondence Examination Digital Pilot Program
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The IRS Taxpayer Digital Communications (TDC) Secure Messaging pilot program has started with correspondence examinations involving Schedule A and has expanded to include some other issues. During the pilot the IRS will invite approximately 8,000 taxpayers under correspondence examinations to communicate with the Service using secure messaging through digital communication channels.

The pilot program is by invitation only. Taxpayers and their tax professionals with valid powers of attorney (POA) can participate only if the client receives a marketing insert or letter saying they are eligible.

If your client is invited, encourage him or her to volunteer for this pilot program. Your POA must already be on file and showing on the Centralized Authorization File (CAF) system before you as a tax professional can participate.

After your client receives an invitation and registers via IRS Secure Access, you must also authenticate via IRS Secure Access under your own SSN and complete the “Request Access” verification process. After IRS verifies the POA is authorized, you will have access to your own secure message mailbox in TDC to receive copies of messages and communicate with IRS.

The tax professional community is an important part of our process for improving customer service. We appreciate and value your input.

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3.  Deadline for the Information Reporting Program Advisory Committee (IRPAC) is May 21
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The Internal Revenue Service is accepting applications for the IRPAC<https://urldefense.proofpoint.com/v2/url?u=http-3A__links.govdelivery.com-3A80_track-3Ftype-3Dclick-26enid-3DZWFzPTEmbWFpbGluZ2lkPTIwMTcwNTE5LjczNTkwODAxJm1lc3NhZ2VpZD1NREItUFJELUJVTC0yMDE3MDUxOS43MzU5MDgwMSZkYXRhYmFzZWlkPTEwMDEmc2VyaWFsPTE3MTM4NjA0JmVtYWlsaWQ9cG1jY29uYWhheUBvdS5lZHUmdXNlcmlkPXBtY2NvbmFoYXlAb3UuZWR1JmZsPSZleHRyYT1NdWx0aXZhcmlhdGVJZD0mJiY-3D-26-26-26165-26-26-26https-3A__www.irs.gov_tax-2Dprofessionals_information-2Dreporting-2Dprogram-2Dadvisory-2Dcommittee-2Dirpac-2Dopen-2Dseason&d=DwMFAA&c=qKdtBuuu6dQK9MsRUVJ2DPXW6oayO8fu4TfEHS8sGNk&r=JWoxheO_PgFfUzPWeA-wusw-dYDMt_l_Jn_ft1j9URo&m=Pqjp51g_yLc1VJh5FvH51WTEAxN_0R1eKyMKEqdEy3k&s=T5QYcAxsfH7pgrmKGDfsAli8iD0cXWV_x-QROTOEC-0&e=> through May 21, 2017. IRPAC provides recommendations to the IRS on various tax administration issues. All applicants must complete and submit an application, tax check waiver form, and resume.

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4.  Tax Pros Can Earn 18 CPE Credits at the 2017 IRS Nationwide Tax Forums
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The IRS encourages tax professionals to register for the 2017 IRS Nationwide Tax Forums<https://urldefense.proofpoint.com/v2/url?u=http-3A__links.govdelivery.com-3A80_track-3Ftype-3Dclick-26enid-3DZWFzPTEmbWFpbGluZ2lkPTIwMTcwNTE5LjczNTkwODAxJm1lc3NhZ2VpZD1NREItUFJELUJVTC0yMDE3MDUxOS43MzU5MDgwMSZkYXRhYmFzZWlkPTEwMDEmc2VyaWFsPTE3MTM4NjA0JmVtYWlsaWQ9cG1jY29uYWhheUBvdS5lZHUmdXNlcmlkPXBtY2NvbmFoYXlAb3UuZWR1JmZsPSZleHRyYT1NdWx0aXZhcmlhdGVJZD0mJiY-3D-26-26-26166-26-26-26https-3A__www.irs.gov_uac_newsroom_registration-2Dnow-2Dopen-2Dfor-2Dthe-2D2017-2Dirs-2Dnationwide-2Dtax-2Dforums&d=DwMFAA&c=qKdtBuuu6dQK9MsRUVJ2DPXW6oayO8fu4TfEHS8sGNk&r=JWoxheO_PgFfUzPWeA-wusw-dYDMt_l_Jn_ft1j9URo&m=Pqjp51g_yLc1VJh5FvH51WTEAxN_0R1eKyMKEqdEy3k&s=8MCqc1wkVcsHmfWKKKbp89MVEfHJnVuNM05YQzvN7tw&e=> for an opportunity to earn up to 18 continuing professional education credits at any of the five forums held throughout the country beginning this July. Tax professionals who register by May 31 qualify for an early-bird rate of $235.

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5.  IRS Announces Three New Members for Advisory Committee on Tax Exempt and Government Entities
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The Internal Revenue Service announced<https://urldefense.proofpoint.com/v2/url?u=http-3A__links.govdelivery.com-3A80_track-3Ftype-3Dclick-26enid-3DZWFzPTEmbWFpbGluZ2lkPTIwMTcwNTE5LjczNTkwODAxJm1lc3NhZ2VpZD1NREItUFJELUJVTC0yMDE3MDUxOS43MzU5MDgwMSZkYXRhYmFzZWlkPTEwMDEmc2VyaWFsPTE3MTM4NjA0JmVtYWlsaWQ9cG1jY29uYWhheUBvdS5lZHUmdXNlcmlkPXBtY2NvbmFoYXlAb3UuZWR1JmZsPSZleHRyYT1NdWx0aXZhcmlhdGVJZD0mJiY-3D-26-26-26167-26-26-26https-3A__www.irs.gov_uac_newsroom_irs-2Dannounces-2Dthree-2Dnew-2Dmembers-2Dfor-2Dadvisory-2Dcommittee-2Don-2Dtax-2Dexempt-2Dand-2Dgovernment-2Dentities&d=DwMFAA&c=qKdtBuuu6dQK9MsRUVJ2DPXW6oayO8fu4TfEHS8sGNk&r=JWoxheO_PgFfUzPWeA-wusw-dYDMt_l_Jn_ft1j9URo&m=Pqjp51g_yLc1VJh5FvH51WTEAxN_0R1eKyMKEqdEy3k&s=bXeYzActvCJMv0c6ftvOIwaommyryDZfQz6x8QSy0SI&e=> the appointment of three new members to the Advisory Committee on Tax Exempt and Government Entities (ACT). The ACT will present its annual report and recommendations to IRS leadership at a public meeting on June 7.

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6.  Military Tax Tips
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Learn about the special tax benefits that apply to members of the Armed Forces by watching this new YouTube video<https://urldefense.proofpoint.com/v2/url?u=http-3A__links.govdelivery.com-3A80_track-3Ftype-3Dclick-26enid-3DZWFzPTEmbWFpbGluZ2lkPTIwMTcwNTE5LjczNTkwODAxJm1lc3NhZ2VpZD1NREItUFJELUJVTC0yMDE3MDUxOS43MzU5MDgwMSZkYXRhYmFzZWlkPTEwMDEmc2VyaWFsPTE3MTM4NjA0JmVtYWlsaWQ9cG1jY29uYWhheUBvdS5lZHUmdXNlcmlkPXBtY2NvbmFoYXlAb3UuZWR1JmZsPSZleHRyYT1NdWx0aXZhcmlhdGVJZD0mJiY-3D-26-26-26168-26-26-26https-3A__www.youtube.com_watch-3Fv-3DL7zwBKuU0YQ&d=DwMFAA&c=qKdtBuuu6dQK9MsRUVJ2DPXW6oayO8fu4TfEHS8sGNk&r=JWoxheO_PgFfUzPWeA-wusw-dYDMt_l_Jn_ft1j9URo&m=Pqjp51g_yLc1VJh5FvH51WTEAxN_0R1eKyMKEqdEy3k&s=pZFcRX6M4e3sWdKQ5oxgLM2MZNaZgZFTY0jrcwBmCWM&e=>.

Watch this and other videos on the IRS YouTube Channel<https://urldefense.proofpoint.com/v2/url?u=http-3A__links.govdelivery.com-3A80_track-3Ftype-3Dclick-26enid-3DZWFzPTEmbWFpbGluZ2lkPTIwMTcwNTE5LjczNTkwODAxJm1lc3NhZ2VpZD1NREItUFJELUJVTC0yMDE3MDUxOS43MzU5MDgwMSZkYXRhYmFzZWlkPTEwMDEmc2VyaWFsPTE3MTM4NjA0JmVtYWlsaWQ9cG1jY29uYWhheUBvdS5lZHUmdXNlcmlkPXBtY2NvbmFoYXlAb3UuZWR1JmZsPSZleHRyYT1NdWx0aXZhcmlhdGVJZD0mJiY-3D-26-26-26169-26-26-26https-3A__www.youtube.com_user_irsvideos&d=DwMFAA&c=qKdtBuuu6dQK9MsRUVJ2DPXW6oayO8fu4TfEHS8sGNk&r=JWoxheO_PgFfUzPWeA-wusw-dYDMt_l_Jn_ft1j9URo&m=Pqjp51g_yLc1VJh5FvH51WTEAxN_0R1eKyMKEqdEy3k&s=h-Q4wkuOCTYtjr0OuT8hyn9s04EGRIfIEODzoazPgWE&e=>.

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________________________________
7.  Technical Guidance
________________________________


Revenue Ruling 2017-12<https://urldefense.proofpoint.com/v2/url?u=http-3A__links.govdelivery.com-3A80_track-3Ftype-3Dclick-26enid-3DZWFzPTEmbWFpbGluZ2lkPTIwMTcwNTE5LjczNTkwODAxJm1lc3NhZ2VpZD1NREItUFJELUJVTC0yMDE3MDUxOS43MzU5MDgwMSZkYXRhYmFzZWlkPTEwMDEmc2VyaWFsPTE3MTM4NjA0JmVtYWlsaWQ9cG1jY29uYWhheUBvdS5lZHUmdXNlcmlkPXBtY2NvbmFoYXlAb3UuZWR1JmZsPSZleHRyYT1NdWx0aXZhcmlhdGVJZD0mJiY-3D-26-26-26170-26-26-26https-3A__www.irs.gov_pub_irs-2Ddrop_rr-2D17-2D12.pdf&d=DwMFAA&c=qKdtBuuu6dQK9MsRUVJ2DPXW6oayO8fu4TfEHS8sGNk&r=JWoxheO_PgFfUzPWeA-wusw-dYDMt_l_Jn_ft1j9URo&m=Pqjp51g_yLc1VJh5FvH51WTEAxN_0R1eKyMKEqdEy3k&s=slNSikVYhGAbmSRAs-aAvwwdJ20nz2eWfeqsuFWDFnQ&e=> provides various prescribed rates for federal income tax purposes including the applicable federal interest rates, the adjusted applicable federal interest rates, the adjusted federal long-term rate, the adjusted federal long-term tax-exempt rate. These rates are determined as prescribed by Sec. 1274.

Revenue Ruling 2017-12 will be in IRB 2017-23, dated June 5.

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________________________________

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From bfair at osrhe.edu  Fri May 19 16:11:51 2017
From: bfair at osrhe.edu (Fair, Bryce)
Date: Fri, 19 May 2017 21:11:51 +0000
Subject: [Oasfaa] =?windows-1252?q?FW=3A_Legislative_Update_=96_May_19=2C_?=
	=?windows-1252?q?2017?=
In-Reply-To: <04A8951A98F471429444BFBA57D49B2C5F39319B@Drake.osrhe.edu>
References: <04A8951A98F471429444BFBA57D49B2C5F39319B@Drake.osrhe.edu>
Message-ID: <C24EDBA1A6D0DF46BCCD868D92714B8F5A1BC35B@Columbus.osrhe.edu>

Following is this week’s legislative update.  The Legislature is expected to be in session this weekend to continue working on a revenue/budget agreement.


OKLAHOMA STATE REGENTS FOR HIGHER EDUCATION


Memo


To:                  Legislative Network
From:             Chancellor Glen D. Johnson
Date:               Friday, May 19, 2017
Subject:          Legislative Update – May 19, 2017


The update below reflects the current status of major legislation concerning Higher Education during the week of May 15, 2017 – May 19, 2017.

If you have any questions, please contact Todd Pauley at tpauley at osrhe.edu<https://outlook.osrhe.edu/owa/redir.aspx?C=3NTasxTWTeg18SGWqpS-_ONI2SzGyhwrkzlaJ22yVKliQQZwPGLUCA..&URL=mailto%3atpauley%40osrhe.edu> or 405.225.9424 (office) or 405.824.5896 (cell).


Legislative Report

May 19, 2017



Appropriations

Senate Bill 853 (Senator Kim David and Representative Leslie Osborn) This is an appropriation measure for Oklahoma State Regents for Higher Education.

Update: This bill was filed on May 9, 2017.



House Bill 1020 (Representative Leslie Osborn and Senator Kim David) This is an appropriation measure for Oklahoma State University Medical Center.

Update: This bill was referred to the House Appropriations and Budget Committee.



House Bill 1021 (Representative Leslie Osborn and Senator Kim David) This is an appropriation measure for University Hospitals Authority.

Update: This bill was referred to the House Appropriations and Budget Committee.



House Bill 1033 (Representative Leslie Osborn and Senator Kim David) This is an appropriation measure for Oklahoma State Regents for Higher Education.

Update: This bill was referred to the House Appropriations and Budget Committee.



House Bill 1072 (Representative Leslie Osborn and Senator Kim David) This is an appropriation measure for General Appropriations.

Update: This bill was referred to the House Appropriations and Budget Committee.



House Bill 1073 (Representative Leslie Osborn and Senator Kim David) This is an appropriation measure for General Appropriations.

Update: This bill was referred to the House Appropriations and Budget Committee.



House Bill 1081 (Representative Leslie Osborn and Senator Kim David) This is an appropriation measure for General Appropriations.

Update: This bill was referred to the House Appropriations and Budget Committee.



House Bill 2396 (Representative Leslie Osborn and Senator Kim David) This is an appropriation measure for General Appropriations.

Update: This bill was referred to the House Joint Committee on Appropriations and Budget on May 9, 2017.



House Bill 2397 (Representative Leslie Osborn and Senator Kim David) This is an appropriation measure for General Appropriations.

Update: This bill was referred to the House Joint Committee on Appropriations and Budget on May 9, 2017.



House Bill 2398 (Representative Leslie Osborn and Senator Kim David) This is an appropriation measure for General Appropriations.

Update: This bill was referred to the House Joint Committee on Appropriations and Budget on May 9, 2017.



House Bill 2399 (Representative Leslie Osborn and Senator Kim David) This is an appropriation measure for General Appropriations.

Update: This bill was referred to the House Joint Committee on Appropriations and Budget on May 9, 2017.



House Bill 2400 (Representative Leslie Osborn and Senator Kim David) This is an appropriation measure for General Appropriations.

Update: This bill was referred to the House Joint Committee on Appropriations and Budget on May 9, 2017.



House Bill 2401 (Representative Leslie Osborn and Senator Kim David) This is an appropriation measure for General Appropriations.

Update: This bill was referred to the House Joint Committee on Appropriations and Budget on May 9, 2017.



House Bill 2402 (Representative Leslie Osborn and Senator Kim David) This is an appropriation measure for General Appropriations.

Update: This bill was referred to the House Joint Committee on Appropriations and Budget on May 9, 2017.



House Bills 2425 – 2510 (Representative Leslie Osborn and Senator Kim David) These are appropriations shell bills.

Update: These bills were filed on May 15, 2017.





Administration

Senate Bill 26 (Senator Mark Allen and Representative Steve Vaughan) This measure redefines bus as any motor vehicle that is designed for carrying more than 8 passengers.

Update: This bill was signed by the Governor on April 26, 2017.



Senate Bill 326 (Senator Jason Smalley and Representative John Pfeiffer) This measure creates limits to the use of certain contracting programs for roofing repairs on behalf of a state agency.

Update: This bill passed the House floor on April 26, 2017 by a vote of 67-20.



Senate Bill 430 (Senator James Leewright and Representative John Montgomery) This measure creates the Oklahoma Public Facilities and Infrastructure Act which requires certain processes for government entities to contract with private entities.

Update: This bill was signed by the Governor on May 12, 2017.



Senate Bill 637 (Senator Nathan Dahm and Representative Jason Murphey) This measure creates the Governor’s Transparency Act of 2017, which requires agencies entering into a memorandum of agreement/understanding to publish the agreement on the agency’s website.

Update: This bill was vetoed by the Governor on May 2, 2017.



Senate Bill 697 (Senator Nathan Dahm and Representative Jason Murphey) This measure provided all rulemaking authority delegated by the Legislature used only to implement policy or law set or passed by the Legislature.

Update: This bill was sent to Governor for signature on May 11, 2017.



House Bill 1384 (Representative Carol Bush and Senator Dave Rader) This measure requires state agencies to provide counseling to employees who are involved in a traumatic event in the workplace.

Update: This bill passed the Senate floor on April 19, 2017 by a vote of 42-0.



House Bill 1574 (Representative Tim Downing and Senator Nathan Dahm) This measure requires state agencies to go through the Attorney General for approval before contracting with private legal counsel.

Update: This bill passed the Senate floor on April 25, 2017 by a vote of 40-3. The Senate named Pittman, Dahm, Sparks, Standridge, Sykes, Newhouse, and Daniels as conferees.



House Bill 1621 (Representative Michael Rogers and Senator Gary Stanislawski) This measure provides that benefits of education service contractors shall be payable in the same amount, terms and conditions of other services.

Update: This bill was signed by the Governor on April 24, 2017.



House Bill 1944 (Representative John Paul Jordan and Senator Nathan Dahm) This measure modifies the APA. Final rules would be approved by the Legislature and Governor.

Update: This bill passed the Senate floor on March 21, 2017 by a vote of 36-6.  The Senate has named Floyd, Boggs, Dahm, Shaw, Fry, Pittman and Kidd as conferees.



House Bill 1996 (Representative John Paul Jordan and Senator Chris Kidd) This measure reauthorizes the Oklahoma Partnership for School Readiness Board until 2023.

Update: This bill was signed by the Governor on May 17, 2017.



House Bill 1999 (Representative John Paul Jordan and Senator Nathan Dahm) This measure creates a joint review committee to review all agency rules.

Update: This bill passed the House floor by a vote of 86-7 on May 10, 2017. The Senate named Floyd, Boggs, Dahm, Shaw Fry, Pittman, and Kidd as conferees.



House Bill 2034 (Representative Charles McCall and Senator Dan Newberry) This measure creates the Oklahoma State Pension Commission.  This bill includes TRS.

Update: This bill was signed by the Governor on May 2, 2017.



House Bill 2316 (Representative Charles McCall and Senator Mike Schulz) This measure changes power of the Governor appointment.
Update: This bill passed the Senate floor on April 27, 2017 by a vote of 40-1.  The Senate named Floyd, Dahm, Fields, Schulz, Simpson, Thompson and Dossett as conferees.



House Bill 2424 (Representative Leslie Osborn and Senator Kim David) This is changes the amount the Tax Commission shall pay to the State Treasurer to credit the Multiple Injury Trust Fund for  Workers Comp.

Update: This bill passed the House Joint Committee on Appropriations and Budget on May 15, 2017.





Audit

House Bill 2311 (Representative Charles McCall and Senator Mike Schulz) This measure creates the Agency Spending Review Act which conducts audits of spending of government agencies.

Update: This bill was sent to the Governor for signature on May 18, 2017.





Campus Safety/Weapons
Senate Bill 6 (Senator Josh Brecheen and Representative Jeff Coody) This allows state or federally elected or appointed officials to carry a firearm.
Update: This bill passed the House floor on April 27, 2017 by a vote of 73-11. The House named the Conference Committee on General Government Oversight & Accountability as conferees.  The Senate named Floyd, Matthews, Brecheen, Shaw, Thompson, Fry and Pugh as conferees.

Senate Bill 12 (Senator Josh Brecheen and Representative John Bennett) This measure adds private schools to the Oklahoma Campus Security Act.
Update: This measure was signed by the Governor on April 24, 2017.

Senate Bill 35 (Senator Kim David and Representative Kevin McDugle) This measure allows for concealed or unconcealed carry of legal firearms for persons 21 or older with a handgun license or valid military id during bow hunting or fishing.

Update: This bill was sent to the Governor for signature on May 11, 2017.



Senate Bill 36 (Senator Michael Bergstrom and Representative Bobby Cleveland) This measure updates the definition of pistols and handguns.

Update: This bill was signed by the Governor on April 10, 2017.



House Bill 1428 (Representative Kyle Hilbert and Senator Jason Smalley) This measure creates the Handgun Carry Military Age Exemption Act which allows 18-21 that are members or veterans of the armed forces to be eligible for a handgun license.

Update: This bill was signed by the Governor on April 6, 2017.





Colleges/Universities

Senate Bill 425 (Senator John Sparks and Representative Chris Kannady) This measure allows institutions to sue third parties who participate in an act that violates their rules and causes the institution to lose money.

Update: This bill was signed by the Governor on April 20, 2017.



Senate Bill 816 (Senator Kim David and Representative Leslie Osborn) This measure directs medical schools to give priority consideration of assigning clinical rotations to in-state students.

Update: This bill was sent to the Governor for signature on May 11, 2017.





Common Education/Teacher
Senate Bill 2 (Senator J.J. Dossett and Representative Katie Henke) This measure removes the U.S. History assessment from statewide student assessments.
Update: This bill was vetoed by the Governor on May 3, 2017.

Senate Bill 15 (Senator Stephanie Bice and Representative Ryan Martinez) This measure directs the SDE and OSRHE to develop and implement programs to recruit teachers, subject to the availability of funds, and designates funds generated from the Oklahoma License to Educate license plate to be put in the Oklahoma Teacher Recruitment Revolving Fund.

Update: This bill was signed by the Governor on May 1, 2017.



Senate Bill 29 (Senator Roger Thompson and Representative Dennis Casey) This measure creates an exception for a teacher national criminal history check if a criminal background check has been done in the last year.

Update: This bill was signed by the Governor on May 3, 2017.



House Bill 1161 (Representative Michael Rogers and Senator Gary Stanislawski) This measure modifies the requirements for evaluating teachers and professional development.

Update: This bill passed the Senate floor on April 25, 2017 by a vote of 44-0.  The Senate named Brecheen, Sharp, Stanislawski, Matthews, Dossett, Bergstrom, and Pemberton as conferees.



House Bill 1694 (Representative Scott Martin and Senator Gary Stanislawski) This measure modifies the instruction of financial literacy to include FAFSA and creates the Personal Financial Literacy Revolving Fund.

Update: This bill was signed by the Governor on May 16, 2017.



House Bill 1790 (Representative Ed Cannaday and Senator Dewayne Pemberton) This measure permits school districts to offer remediation based on ACT score.

Update: This bill was signed by the Governor on April 24, 2017.



House Bill 1957 (Representative Rhonda Baker and Senator Ron Sharp) This measure removes the work experience requirement of two years to acquire an alternative placement teaching certificate.

Update: This bill was signed by the Governor on April 24, 2017.



House Bill 2008 (Representative Charles McCall and Senator Gary Stanislawski) This measure creates the Dyslexia and Education Task Force.

Update: This bill was signed by the Governor on May 15, 2017.



House Bill 2349 (Representative Leslie Osborn and Senator Kim David) This measure provides raises for teachers including CareerTech.

Update: The bill passed both the Senate Joint Committee on Appropriations and Budget and House Joint Committee on Appropriations and Budget on May 16, 2017.



House Bill 2386 (Representative Leslie Osborn and Senator Kim David) This measure clarifies the definition of superintendent, principal, supervisor, and school nurse.

Update: This bill passed the House Joint Committee on Appropriations and Budget on May 10, 2017.



House Bill 2416 (Representative Leslie Osborn and Senator Kim David) This measure provides $1000 raises for teachers including CareerTech.

Update: The bill passed the House Joint Committee on Appropriations and Budget on May 17, 2017.



House Bill 2417 (Representative Leslie Osborn and Senator Kim David) This measure provides creates a new minimum salary schedule for teachers and shall apply to all careerTech teachers.

Update: The bill passed the House Joint Committee on Appropriations and Budget on May 17, 2017.





Government Consolidation

Senate Bill 860 (Senator Kim David and Representative Leslie Osborn) This measure requires OMES to use certain electronic systems to process payroll by various agencies.

Update: This measure was filed on May 9, 2017 and was assigned to the Senate Joint Committee on Appropriations and Budget.



Senate Bill 868 (Senator Kim David and Representative Leslie Osborn) This measure requires OMES to use certain electronic systems to process payroll by various agencies.

Update: This measure was filed on May 9, 2017 and was assigned to the Senate Joint Committee on Appropriations and Budget.



House Bill 1583 (Representative Chad Caldwell and Senator Kyle Loveless) This measure moves the State Bonds payroll and other services to the State Treasurer.

Update: This bill passed the Senate floor on April 25, 2017 by a vote of 45-0.  The Senate named Brumbaugh, Floyd, Bass, Dahm, Fields, Marlatt, and Treat as conferees.  The House named the members of the Conference Committee on Government Modernization. On May 18, 2017 an amendment was filed.





Oklahoma’s Promise

Senate Bill 529 (Senator Jason Smalley and Representative Katie Henke) This measure raises the income requirement from $50,000 to $55,000 in 2017-18 school year and $60,000 in 2019-2020 school year and provides other modifications to Oklahoma’s Promise.

Update: This bill was signed by the Governor on May 16, 2017.





Open Records/Meeting

Senate Bill 191 (Senator Roger Thompson and Representative David Brumbaugh) This measure states that a delay in providing open records request is limited only to the time required to prepare the requested information.

Update: This bill was signed by the Governor on May 3, 2017.



Senate Bill 245 (Senator Nathan Dahm and Representative John Paul Jordan) This measure modifies the Oklahoma Open Meeting Act requirements for virtual charter school meetings.

Update: This bill was vetoed by the Governor on May 1, 2017.



Senate Bill 403 (Senator David Holt and Representative Elise Hall) This measure establishes methods for notice of public meetings on websites.

Update: This bill was signed by the Governor on April 25, 2017.





OTEG

Senate Bill 600 (Senator Jason Smalley and Representative Katie Henke) This measure changes the name of Hillsdale Free Will Baptist College to Randall University.

Update: This bill was signed by the Governor on April 25, 2017.





Regents

Senate Bill 428 (Senator Jason Smalley and Representative Katie Henke) This measure allows teachers who are retired to be reemployed with no limits on earnings.

Update: This bill was signed by the Governor on May 15, 2017.



Senate Bill 690 (Senator Kim David and Representative Lewis Moore) This measure instructs the State Regents, Oklahoma Military Department and schools of social work to develop a Guard Advocacy Program for Oklahoma National Guard soldiers and airmen.

Update: This bill was signed by the Governor on May 1, 2017.



House Bill 1576 (Representative Chad Caldwell and Senator Gary Stanislawski) This measure requires the Oklahoma Commission for Teacher Preparation to include digital teaching.

Update: This bill was signed by the Governor on April 6, 2017.



House Bill 1789 (Representative Ed Cannaday and Dewayne Pemberton) This measure requires the SDE, Commission for Educational Quality and Accountability and State Regents to ensure training on dyslexia.

Update: This bill was signed by the Governor on April 24, 2017.



House Bill 2155 (Representative Jadine Nollan and Senator Gary Stanislawski) This measure requires the SDE to adopt a new statewide system of college and career planning tools called Individual Career Academic Plan.  This measure directs the SDE, State Regents and CareerTech to work together to develop career planning tools for students in 6th through 12th grade.

Update: This bill was signed by the Governor on May 2, 2017.



House Bill 2404 (Senator Kim David and Representative Leslie Osborn) This measure removes the State Regents and institutions which are in the State System from the list of entities which are exempt from sales tax.

Update: This bill passed the House Joint Committee on Appropriations on May 15, 2017.



House Resolution 1020 (Represenative Scott Biggs) This resolution recognizes the leadership of State Regent Jimmy Harrel.

Update: The resolution was presented on May 18, 2017.





Retirement/Benefits

Senate Bill 423 (Senator Marty Quinn and Representative Randy McDaniel) This measure reduces the time period an employee has to choose a retirement plan from 90 to 30 days.

Update: This bill was signed by the Governor on May 16, 2017.



Senate Bill 799 (Senator Anthony Sykes and Representative Chris Kannady) This measure allows state employees to use leave for wellness issues.

Update: This bill passed the House floor on April 26, 2017 by a vote of 53-37.  The Senate named Flloyd, Bass, Boggs, Dahm, Sykes, Bice, and McCortney as conferees.  The House named the Conference Committee on Government Oversight and Accountability as conferees.



House Bill 1162 (Representative Randy McDaniel and Senator Gary Stanislawski) This measure sets a minimum age of 67 or 62 after meeting the rule of 90 for employees who become participants in TRS after November 1, 2017.

Update: This bill was signed by the Governor on April 24, 2017.



House Bill 1868 (Representative Jason Dunnington and Senator Roger Thompson) This measure provides overtime for state employees earning less than $40,000 per year.

Update: This bill passed the Senate floor on April 25, 2017 by a vote of 29-15.



House Bill 2237 (Representative Glen Mulready and Senator Greg Treat) This measure amends the health insurance provision for state employees.

Update: This bill passed the Senate floor on April 27, 2017 by a vote of 40-0. The Senate named Allen, Brown, Treat, Floyd, Dossett, Leewright, Dugger, and Smalley as conferees.



House Bill 2406 (Representative Leslie Osborn and Senator Kim David) This measure creates the Oklahoma Insurance Stabilization Act.

Update: The bill passed the House Joint Committee on Appropriations and Budget on May 18, 2017.





Shell Bills

House Bills 2388 and 2394 (Representative Leslie Osborn and Senator Kim David) Related to Public Finance



House Bills 2384 and 2385 (Representative Leslie Osborn and Senator Kim David)

Related to Government Modernization



House Bills 2371, 2374, 2379, 2405, 2407, 2408, 2410,  2411, 2418, 2419, 2420, 2421, and 2422

(Representative Leslie Osborn and Senator Kim David) Related to Revenue and Tax



House Bill 2353 (Representative Leslie Osborn and Senator Kim David) This measure is related to the Tax Code.

Update: This measure was filed April 11, 2017.





Student Loans

Senate Bill 357 (Senator David Holt and Representative Harold Wright) This measure directs licensing boards to take into consideration student loan default when making licensing suspension decisions.

Update: This bill was signed by the Governor on April 25, 2017.





Tax/Finance

Senate Bill 170 (Senator Roger Thompson and Representative Earl Sears) This measure redefines rate reduction and establishes new rules for estimating growth.

Update: This bill was signed by the Governor on May 15, 2017.



Senate Bill 293 (Senator Kim David and Representative Leslie Osborn) This measure removes population requirements for tax incentive districts relating to the ad valorem tax.

Update: This bill was sent to the Governor on May 11, 2017.



Senate Bill 731 (Senator Bryce Marlatt and Representative Kevin Calvey) This measure changes interest on proceeds from the sale of oil and gas.

Update: This bill passed the House floor on April 17, 2017 by a vote of 60-23.



House Bill 1423 (Representative Mark Lepak and Senator Jack Fry) This measure reauthorizes the Folds of Honor Scholarship Program tax donation.

Update: This bill was signed by the Governor on April 26, 2017.



House Bill 1856 (Representative Leslie Osborn and Senator Stephanie Bice) This measure creates a task force to study the Tax Code.

Update: This bill was sent to the Governor for signature on May 15, 2017.



House Bill 2347 (Representative Leslie Osborn and Senator Kim David) This measure limits the amount of itemized deductions to $17,000 for tax years 2017-2019.

Update: This bill passed both the House and Senate Joint Committees on Appropriations and Budget on May 11, 2017 and May 12, 2017, respectively.



House Bill 2351 (Representative Leslie Osborn and Senator Kim David) This measure authorizes specific facilities to delay the start of ad valorem exemption period.

Update: The bill passed the House floor on May 11, 2017 by a vote of 60-31.  This measure is set on the floor calendar for May 19, 2017.



House Bill 2381 (Representative Leslie Osborn and Senator Kim David) This measure raises the cigarette tax.

Update: The bill passed the House floor on May 15, 2017 by a vote of 76-17.



House Bill 2382 (Representative Leslie Osborn and Senator Kim David) This measure raises the cigarette tax.

Update: The bill passed the House Joint Committee on Appropriations and Budget on May 17, 2017.



House Bill 2403 (Representative Leslie Osborn and Senator Kim David) This measure limits the amount of itemized deductions to $17,000 for tax years 2017-2019.  The $17,000 limit excludes charitable contributions.

Update: This bill passed both the House and Senate Joint Committees on Appropriations and Budget on May 8, 2017.



House Bill 2409 (Representative Leslie Osborn and Senator Kim David) This measure levies a 4.5% excise tax on gross receipts of Oil and Gas.

Update: The bill passed the House Joint Committee on Appropriations and Budget on May 15, 2017.



House Bill 2412 (Representative Leslie Osborn and Senator Kim David) This measure sunsets the historic building tax credit on January 1, 2021 and caps the annual amount at $10 million.

Update: The bill passed the House Joint Committee on Appropriations and Budget on May 16, 2017.



House Bill 2413 (Representative Leslie Osborn and Senator Kim David) This measure sunsets the Oklahoma Affordable Housing Tax Credit on December 31, 2020 and caps the annual amount at $2 million.

Update: The bill passed the House Joint Committee on Appropriations and Budget on May 16, 2017.



House Bill 2414 (Representative Leslie Osborn and Senator Kim David) This measure creates a new cigarette tax of 75 cents per pack, taxes gas at 6 cents per gallon, and reduces the amount of time that oil and gas production is taxed a t the 2% rate.

Update: The bill passed the House floor on May 16, 2017 by a vote of 51-46.



House Bill 2415 (Representative Leslie Osborn and Senator Kim David) This measure moves the sunset date for the gross production tax to July 1, 2017. It creates a rebate program for certain wells and projects. Additionally, this measure excludes wind energy from sales tax exemption.

Update: The bill was laid over in the House Joint Committee on Appropriations and Budget on May 16, 2017.





Telecommunications/OneNet

Senate Bill 105 (Senator Roger Thompson and Representative Leslie Osborn) This measure requires the State CIO approve the purchase of any IT products or contracts over $25,000 instead of all purchases.

Update: This bill passed the House floor on April 25, 2017 by a vote of 88-3.  This measure was referred to General Conference Committee on Appropriations.





Telemedicine

Senate Bill 726 (Senator AJ Griffin and Representative Glen Mulready) This measure provides standards for the practice of telemedicine.

Update: This bill was signed by the Governor on May 10, 2017.


Thank you.

Glen

Glen D. Johnson
Chancellor
Oklahoma State Regents for Higher Education
655 Research Parkway, Suite 200
Oklahoma City, Oklahoma 73104
405.225.9122
gjohnson at osrhe.edu<mailto:gjohnson at osrhe.edu>

[cid:image001.jpg at 01D2D0B7.87598830][cid:image002.png at 01D2D0B7.87598830]

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From bfair at osrhe.edu  Mon May 22 11:13:43 2017
From: bfair at osrhe.edu (Fair, Bryce)
Date: Mon, 22 May 2017 16:13:43 +0000
Subject: [Oasfaa] article on SB 529, OKPromise bill
Message-ID: <C24EDBA1A6D0DF46BCCD868D92714B8F5A1CDF53@Columbus.osrhe.edu>

FYI - The following article ran in the Saturday, May 20, edition of the Daily Oklahoman.  Please note the one correction in the article about the year that the second adjustment to the family income limit to $60,000 becomes effective.

The article is available online at http://newsok.com/oklahomas-promise-scholarship-expanded-under-new-law/article/5549890


Oklahoma's Promise scholarship expanded under new law

Kathryn McNutt by Kathryn McNutt  • Published: May 20, 2017 12:00 AM CDT • Updated: May 20, 2017 12:00 AM CDT

More students can enroll in Oklahoma's Promise under a new law that increases the family income limit for eligibility and expands the tuition scholarship to include more CareerTech programs.

Gov. Mary Fallin signed Senate Bill 529 this week.

"It's very good news for families. It's very good news for students, and it's outstanding news for the state of Oklahoma," said Natalie Shirley, secretary of education and workforce development.

"This is all part of the governor's effort to increase postsecondary degrees and credentials," Shirley said.

The scholarship pays the tuition for Oklahoma students who attend a public college or university in state if they meet income and academic requirements and stay out of trouble.

Since 2000, a family's annual income could be no more than $50,000 when the student enrolls in the program.

The new limit will be $55,000 beginning in 2017-18 and $60,000 beginning in 2019-20 2021-22 [correction by Bryce Fair]. It could mean 1,000 more students will earn college degrees, said Sen. Jason Smalley, R-Stroud, who authored the bill with Rep. Katie Henke, R-Tulsa.

Higher education Chancellor Glen Johnson thanked the governor for signing the bill and thanked Smalley and Henke for advocating for the program.

"Recognized by many as one of the best college access programs in the nation, Oklahoma's Promise has helped more than 75,000 Oklahomans achieve the dream of a college education," Johnson said.

"College graduates who received the Oklahoma's Promise scholarship secure jobs and stay in Oklahoma after college at a higher rate than their peers. This honors the state's investment in Oklahoma's Promise as we produce the educated workforce our state needs to compete in today's global economy," he said.

The governor's latest workforce initiative — Launch Oklahoma — calls for producing nearly 600,000 more workers with a college degree or credential in eight years to address the growing gap between the skills workers have and the skills they need to fill jobs.

The goal is for 70 percent of Oklahomans ages 25-64 to have postsecondary education and training by 2025, up from 40 percent now.

Expanding the reach of Oklahoma's Promise will help, Shirley said.

The revised program not only increases the family income limit, but lets students use the scholarship for any CareerTech program that qualifies for federal financial aid, she said. Previously only programs that were in a cooperative alliance with a college qualified.

"We cannot meet the needs of Oklahoma businesses if we don't make pathways for Oklahomans to get a postsecondary degree or credential," Shirley said.



Bryce Fair
Associate Vice Chancellor for Scholarships & Grants
Oklahoma State Regents for Higher Education
P.O. Box 108850
Oklahoma City, OK 73101-8850
Phone: 405-225-9162
Email: bfair at osrhe.edu<mailto:bfair at osrhe.edu>
Fax:  405-225-9230

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From ggaroffo at cameron.edu  Mon May 22 12:10:58 2017
From: ggaroffo at cameron.edu (Gary Garoffolo)
Date: Mon, 22 May 2017 17:10:58 +0000
Subject: [Oasfaa] =?utf-8?q?=28no_subject=29?=
Message-ID: <f7e40eb708e84fd581c79932ef5419a8@Exdb1.cameron.edu>

FAFSA Hacker Targeted Trump Tax Information

http://diverseeducation.com/article/96795/?utm_campaign=DIV1705%20DAILY%20NEWSLETTER%20MAY22&utm_medium=email&utm_source=Eloqua 

Gary J. Garoffolo 
Director
Student Financial Assistance

Cameron University
2800 W. Gore Blvd| Lawton, OK 73505
Phone 580-581-2293 | Fax 580-581-2556
ggaroffo at cameron.edu

-----Original Message-----
From: OASFAA [mailto:oasfaa-bounces at lists.onenet.net] On Behalf Of oasfaa-request at lists.onenet.net
Sent: Monday, May 22, 2017 12:00 PM
To: oasfaa at lists.onenet.net
Subject: OASFAA Digest, Vol 156, Issue 12

Send OASFAA mailing list submissions to
	oasfaa at lists.onenet.net

To subscribe or unsubscribe via the World Wide Web, visit
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When replying, please edit your Subject line so it is more specific than "Re: Contents of OASFAA digest..."


Today's Topics:

   1. article on SB 529, OKPromise bill (Fair, Bryce)


----------------------------------------------------------------------

Message: 1
Date: Mon, 22 May 2017 16:13:43 +0000
From: "Fair, Bryce" <bfair at osrhe.edu>
To: "oasfaa at lists.onenet.net" <oasfaa at lists.onenet.net>
Subject: [Oasfaa] article on SB 529, OKPromise bill
Message-ID:
	<C24EDBA1A6D0DF46BCCD868D92714B8F5A1CDF53 at Columbus.osrhe.edu>
Content-Type: text/plain; charset="utf-8"

FYI - The following article ran in the Saturday, May 20, edition of the Daily Oklahoman.  Please note the one correction in the article about the year that the second adjustment to the family income limit to $60,000 becomes effective.

The article is available online at http://newsok.com/oklahomas-promise-scholarship-expanded-under-new-law/article/5549890


Oklahoma's Promise scholarship expanded under new law

Kathryn McNutt by Kathryn McNutt  • Published: May 20, 2017 12:00 AM CDT • Updated: May 20, 2017 12:00 AM CDT

More students can enroll in Oklahoma's Promise under a new law that increases the family income limit for eligibility and expands the tuition scholarship to include more CareerTech programs.

Gov. Mary Fallin signed Senate Bill 529 this week.

"It's very good news for families. It's very good news for students, and it's outstanding news for the state of Oklahoma," said Natalie Shirley, secretary of education and workforce development.

"This is all part of the governor's effort to increase postsecondary degrees and credentials," Shirley said.

The scholarship pays the tuition for Oklahoma students who attend a public college or university in state if they meet income and academic requirements and stay out of trouble.

Since 2000, a family's annual income could be no more than $50,000 when the student enrolls in the program.

The new limit will be $55,000 beginning in 2017-18 and $60,000 beginning in 2019-20 2021-22 [correction by Bryce Fair]. It could mean 1,000 more students will earn college degrees, said Sen. Jason Smalley, R-Stroud, who authored the bill with Rep. Katie Henke, R-Tulsa.

Higher education Chancellor Glen Johnson thanked the governor for signing the bill and thanked Smalley and Henke for advocating for the program.

"Recognized by many as one of the best college access programs in the nation, Oklahoma's Promise has helped more than 75,000 Oklahomans achieve the dream of a college education," Johnson said.

"College graduates who received the Oklahoma's Promise scholarship secure jobs and stay in Oklahoma after college at a higher rate than their peers. This honors the state's investment in Oklahoma's Promise as we produce the educated workforce our state needs to compete in today's global economy," he said.

The governor's latest workforce initiative — Launch Oklahoma — calls for producing nearly 600,000 more workers with a college degree or credential in eight years to address the growing gap between the skills workers have and the skills they need to fill jobs.

The goal is for 70 percent of Oklahomans ages 25-64 to have postsecondary education and training by 2025, up from 40 percent now.

Expanding the reach of Oklahoma's Promise will help, Shirley said.

The revised program not only increases the family income limit, but lets students use the scholarship for any CareerTech program that qualifies for federal financial aid, she said. Previously only programs that were in a cooperative alliance with a college qualified.

"We cannot meet the needs of Oklahoma businesses if we don't make pathways for Oklahomans to get a postsecondary degree or credential," Shirley said.



Bryce Fair
Associate Vice Chancellor for Scholarships & Grants Oklahoma State Regents for Higher Education P.O. Box 108850 Oklahoma City, OK 73101-8850
Phone: 405-225-9162
Email: bfair at osrhe.edu<mailto:bfair at osrhe.edu>
Fax:  405-225-9230

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End of OASFAA Digest, Vol 156, Issue 12
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From Mendy-Schmerer at ouhsc.edu  Mon May 22 15:20:31 2017
From: Mendy-Schmerer at ouhsc.edu (Schmerer, Mendy M. (HSC))
Date: Mon, 22 May 2017 20:20:31 +0000
Subject: [Oasfaa] FW: [SWASFAA Team Chatter] Nominations & Election
In-Reply-To: <dd63ac9cd67db2a3a139128d039f9a48@swasfaa.org>
References: <dd63ac9cd67db2a3a139128d039f9a48@swasfaa.org>
Message-ID: <D5B10E425947B543BE1D7A493A45033C7A72E5B0@COUNTACH.hsc.net.ou.edu>

If you haven't yet gotten involved in SWASFAA, I cannot encourage you enough to do so. I have been privileged to serve on the SWASFAA Board in several capacities, including Oklahoma's Delegate at Large previously and will rotate off as Secretary in December. Lori Boyd, of OSU Stillwater, will close out her term as the Delegate. It is a very rewarding experience, and a great way to get your feet wet in terms of involvement at the regional level. 

If you have any questions about the duties of either of the roles, I am more than happy to answer any questions you might have, as I know Lori is as well.

Thanks,

Mendy Schmerer, M.Ed.
Assistant Director
Office of Student Financial Aid
University of Oklahoma Health Sciences Center
1106 N. Stonewall, Rm 301
Oklahoma City, OK  73117
(405) 271-2118, x 48817 (p)
(405) 271-5446 (f)
Mendy-Schmerer at ouhsc.edu 
http://www.ouhsc.edu/financialservices/SFA/ 

 Become our fan on Facebook:  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.

-----Original Message-----
From: SWASFAA Team Chatter [mailto:blog at swasfaa.org] 
Sent: Monday, May 22, 2017 2:27 PM
To: Schmerer, Mendy M. (HSC) <Mendy-Schmerer at ouhsc.edu>
Subject: [SWASFAA Team Chatter] Nominations & Election

SWASFAA Team Chatter has posted a new item, 'Nominations & Election'

A few years ago my phone rang and on the other end of the line was Lisa Hopper, who at the time was SWASFAA's past-president.   To my surprise she asked if I was interested in throwing my hat in the ring to run for SWASFAA's president-elect.  Surely, I did not hear her correctly.  "Oh, boy, how could I be qualified?"    Way out of my comfort zone, like way out-in-left-field.   I took a huge leap of faith and said, "yes"

Looking back, I'm glad that I took the leap.  Having the opportunity to meet our SWASFAA members was definitely the highlight of 2016.  There is a reason why SWASFAA is a great organization, our members.  As president, I received tremendous support from past presidents, prior board members, and of course current board members.  Everyone "had my back". Taking that leap of faith in spring of 2014 provided me not only tremendous professional growth, but a lifetime of wonderful memories.

If you've thought about becoming involved with the SWASFAA board,  please consider throwing your hat in the ring for one of the following positions:

 	President-Elect (Three year commitment)
 	Secretary (Two year commitment)
 	Oklahoma Delegate-At-Large (Two year commitment)
 	Texas Delegate-At-Large (Two year commitment)

The on-line Officer Nomination Form is available at the SWASFAA's home page. If you know a member who is interested in serving, but is shy about nominating herself/himself, please nominate her/him.  Of course, it would be a good idea to confirm with the member of her/his willingness to be nominated :)

If you have any questions about the commitment requirements for the open positions, please do not hesitate to contact me or any prior board member.   I have no doubt that current and prior board members will gladly share their experience.

Deadline for submission of nominations is June 30, 2017.

 

 

 

 

You may view the latest post at
https://urldefense.proofpoint.com/v2/url?u=http-3A__swasfaa.org_b_general_noms17_&d=DwIBaQ&c=qRnFByZajCb3ogDwk-HidsbrxD-31vTsTBEIa6TCCEk&r=-Lnq0C7sCiFyP0whbJJ3dxf5JnVjhYZXejVPgZDRGLk&m=OIdh9vcYZsdqCLIMj0V7NbYBfvLJO3IGEeebBS8g6yU&s=y_5oWMR5yLg4whJ-qlP6xqi-pPDspIY5UgoUq-7Gerw&e= 

You received this e-mail because you asked to be notified when new updates are posted.


From bfair at osrhe.edu  Fri May 26 16:06:21 2017
From: bfair at osrhe.edu (Fair, Bryce)
Date: Fri, 26 May 2017 21:06:21 +0000
Subject: [Oasfaa] =?windows-1252?q?FW=3A_Legislative_Update_=96_May_26=2C_?=
	=?windows-1252?q?2017?=
In-Reply-To: <04A8951A98F471429444BFBA57D49B2C5F3AF273@Drake.osrhe.edu>
References: <04A8951A98F471429444BFBA57D49B2C5F3AF273@Drake.osrhe.edu>
Message-ID: <C24EDBA1A6D0DF46BCCD868D92714B8F5A1EAD91@Columbus.osrhe.edu>

Following is the update for this final week of the legislative session.  The Governor will have 15 days to act on bills sent to her during the last 5 days of session.




OKLAHOMA STATE REGENTS FOR HIGHER EDUCATION


Memo


To:                  Legislative Network
From:             Chancellor Glen D. Johnson
Date:               Friday, May 26, 2017
Subject:          Legislative Update – May 26, 2017


The update below reflects the current status of major legislation concerning Higher Education during the week of May 22, 2017 – May 26, 2017.

If you have any questions, please contact Todd Pauley at tpauley at osrhe.edu<https://outlook.osrhe.edu/owa/redir.aspx?C=3NTasxTWTeg18SGWqpS-_ONI2SzGyhwrkzlaJ22yVKliQQZwPGLUCA..&URL=mailto%3atpauley%40osrhe.edu> or 405.225.9424 (office) or 405.824.5896 (cell).


Legislative Report

May 26, 2017



Appropriations

Senate Bill 860 (Senator Kim David and Representative Leslie Osborn) This is an general appropriation measure which includes $773.6 million for the Oklahoma State Regents for Higher Education.

Update: This bill passed the Senate floor on May 24, 2017 by a vote of 33-19 and the House floor on May 26, 2017 by a vote of 57-42.  The bill will be sent to the Governor for signature.



House Bill 2400 (Senator Kim David and Representative Leslie Osborn) This is an general appropriation measure which includes funds for the Oklahoma State Regents for Higher Education.

Update: This bill passed the House Joint Committee on Appropriations on May 23, 2017.





Administration

Senate Bill 26 (Senator Mark Allen and Representative Steve Vaughan) This measure redefines bus as any motor vehicle that is designed for carrying more than 8 passengers.

Update: This bill was signed by the Governor on April 26, 2017.



Senate Bill 326 (Senator Jason Smalley and Representative John Pfeiffer) This measure creates limits to the use of certain contracting programs for roofing repairs on behalf of a state agency.

Update: This bill was sent to the Governor for signature on May 25, 2017.



Senate Bill 430 (Senator James Leewright and Representative John Montgomery) This measure creates the Oklahoma Public Facilities and Infrastructure Act which requires certain processes for government entities to contract with private entities.

Update: This bill was signed by the Governor on May 12, 2017.



Senate Bill 637 (Senator Nathan Dahm and Representative Jason Murphey) This measure creates the Governor’s Transparency Act of 2017, which requires agencies entering into a memorandum of agreement/understanding to publish the agreement on the agency’s website.

Update: This bill was vetoed by the Governor on May 2, 2017.



Senate Bill 697 (Senator Nathan Dahm and Representative Jason Murphey) This measure provided all rulemaking authority delegated by the Legislature used only to implement policy or law set or passed by the Legislature.

Update: This bill was sent to the Governor for signature on May 11, 2017.



House Bill 1384 (Representative Carol Bush and Senator Dave Rader) This measure requires state agencies to provide counseling to employees who are involved in a traumatic event in the workplace.

Update: This bill passed the Senate floor on April 19, 2017 by a vote of 42-0.



House Bill 1574 (Representative Tim Downing and Senator Nathan Dahm) This measure requires state agencies to go through the Attorney General for approval before contracting with private legal counsel.

Update: This bill passed the Senate floor on April 25, 2017 by a vote of 40-3. The Senate named Pittman, Dahm, Sparks, Standridge, Sykes, Newhouse, and Daniels as conferees.



House Bill 1621 (Representative Michael Rogers and Senator Gary Stanislawski) This measure provides that benefits of education service contractors shall be payable in the same amount, terms and conditions of other services.

Update: This bill was signed by the Governor on April 24, 2017.



House Bill 1944 (Representative John Paul Jordan and Senator Nathan Dahm) This measure modifies the APA. Final rules would be approved by the Legislature and Governor.

Update: This bill passed the Senate floor on March 21, 2017 by a vote of 36-6.  The Senate has named Floyd, Boggs, Dahm, Shaw, Fry, Pittman and Kidd as conferees.



House Bill 1996 (Representative John Paul Jordan and Senator Chris Kidd) This measure reauthorizes the Oklahoma Partnership for School Readiness Board until 2023.

Update: This bill was signed by the Governor on May 17, 2017.



House Bill 1999 (Representative John Paul Jordan and Senator Nathan Dahm) This measure creates a joint review committee to review all agency rules.

Update: This bill passed the House floor by a vote of 86-7 on May 10, 2017. The Senate named Floyd, Boggs, Dahm, Shaw Fry, Pittman, and Kidd as conferees.



House Bill 2034 (Representative Charles McCall and Senator Dan Newberry) This measure creates the Oklahoma State Pension Commission.  This bill includes TRS.

Update: This bill was signed by the Governor on May 2, 2017.



House Bill 2316 (Representative Charles McCall and Senator Mike Schulz) This measure changes power of the Governor appointment.
Update: This bill passed the House floor on May 24, 2017 by a vote of 67-26.



House Bill 2424 (Representative Leslie Osborn and Senator Kim David) This is changes the amount the Tax Commission shall pay to the State Treasurer to credit the Multiple Injury Trust Fund for  Workers Comp.

Update: This bill passed the House Joint Committee on Appropriations and Budget on May 15, 2017.





Audit

House Bill 2311 (Representative Charles McCall and Senator Mike Schulz) This measure creates the Agency Spending Review Act which conducts audits of spending of government agencies.

Update: This bill was sent to the Governor for signature on May 18, 2017.





Campus Safety/Weapons
Senate Bill 6 (Senator Josh Brecheen and Representative Jeff Coody) This allows state or federally elected or appointed officials to carry a firearm.
Update: This bill passed the House floor on April 27, 2017 by a vote of 73-11. The House named the Conference Committee on General Government Oversight & Accountability as conferees.  The Senate named Floyd, Matthews, Brecheen, Shaw, Thompson, Fry and Pugh as conferees.

Senate Bill 12 (Senator Josh Brecheen and Representative John Bennett) This measure adds private schools to the Oklahoma Campus Security Act.
Update: This measure was signed by the Governor on April 24, 2017.

Senate Bill 35 (Senator Kim David and Representative Kevin McDugle) This measure allows for concealed or unconcealed carry of legal firearms for persons 21 or older with a handgun license or valid military id during bow hunting or fishing.

Update: This bill was sent to the Governor for signature on May 11, 2017.



Senate Bill 36 (Senator Michael Bergstrom and Representative Bobby Cleveland) This measure updates the definition of pistols and handguns.

Update: This bill was signed by the Governor on April 10, 2017.



House Bill 1428 (Representative Kyle Hilbert and Senator Jason Smalley) This measure creates the Handgun Carry Military Age Exemption Act which allows 18-21 that are members or veterans of the armed forces to be eligible for a handgun license.

Update: This bill was signed by the Governor on April 6, 2017.





Colleges/Universities

Senate Bill 425 (Senator John Sparks and Representative Chris Kannady) This measure allows institutions to sue third parties who participate in an act that violates their rules and causes the institution to lose money.

Update: This bill was signed by the Governor on April 20, 2017.



Senate Bill 816 (Senator Kim David and Representative Leslie Osborn) This measure directs medical schools to give priority consideration of assigning clinical rotations to in-state students.

Update: This bill was sent to the Governor for signature on May 11, 2017.





Common Education/Teacher
Senate Bill 2 (Senator J.J. Dossett and Representative Katie Henke) This measure removes the U.S. History assessment from statewide student assessments.
Update: This bill was vetoed by the Governor on May 3, 2017.

Senate Bill 15 (Senator Stephanie Bice and Representative Ryan Martinez) This measure directs the SDE and OSRHE to develop and implement programs to recruit teachers, subject to the availability of funds, and designates funds generated from the Oklahoma License to Educate license plate to be put in the Oklahoma Teacher Recruitment Revolving Fund.

Update: This bill was signed by the Governor on May 1, 2017.



Senate Bill 29 (Senator Roger Thompson and Representative Dennis Casey) This measure creates an exception for a teacher national criminal history check if a criminal background check has been done in the last year.

Update: This bill was signed by the Governor on May 3, 2017.



House Bill 1161 (Representative Michael Rogers and Senator Gary Stanislawski) This measure modifies the requirements for evaluating teachers and professional development.

Update: This bill passed the Senate floor on April 25, 2017 by a vote of 44-0.  The Senate named Brecheen, Sharp, Stanislawski, Matthews, Dossett, Bergstrom, and Pemberton as conferees.



House Bill 1694 (Representative Scott Martin and Senator Gary Stanislawski) This measure modifies the instruction of financial literacy to include FAFSA and creates the Personal Financial Literacy Revolving Fund.

Update: This bill was signed by the Governor on May 16, 2017.



House Bill 1790 (Representative Ed Cannaday and Senator Dewayne Pemberton) This measure permits school districts to offer remediation based on ACT score.

Update: This bill was signed by the Governor on April 24, 2017.



House Bill 1957 (Representative Rhonda Baker and Senator Ron Sharp) This measure removes the work experience requirement of two years to acquire an alternative placement teaching certificate.

Update: This bill was signed by the Governor on April 24, 2017.



House Bill 2008 (Representative Charles McCall and Senator Gary Stanislawski) This measure creates the Dyslexia and Education Task Force.

Update: This bill was signed by the Governor on May 15, 2017.



House Bill 2349 (Representative Leslie Osborn and Senator Kim David) This measure provides raises for teachers including CareerTech.

Update: The bill passed both the Senate Joint Committee on Appropriations and Budget and House Joint Committee on Appropriations and Budget on May 16, 2017.



House Bill 2386 (Representative Leslie Osborn and Senator Kim David) This measure clarifies the definition of superintendent, principal, supervisor, and school nurse.

Update: This bill passed the House floor on May 24, 2017 by a vote of 74-19.



House Bill 2416 (Representative Leslie Osborn and Senator Kim David) This measure provides $1000 raises for teachers including CareerTech.

Update: The bill passed the House Joint Committee on Appropriations and Budget on May 17, 2017.



House Bill 2417 (Representative Leslie Osborn and Senator Kim David) This measure provides creates a new minimum salary schedule for teachers and shall apply to all careerTech teachers.

Update: The bill passed the House Joint Committee on Appropriations and Budget on May 17, 2017.





Government Consolidation

Senate Bill 868 (Senator Kim David and Representative Leslie Osborn) This measure requires OMES to use certain electronic systems to process payroll by various agencies.

Update: This measure was filed on May 9, 2017 and was assigned to the Senate Joint Committee on Appropriations and Budget.



House Bill 1583 (Representative Chad Caldwell and Senator Kyle Loveless) This measure moves the State Bonds payroll and other services to the State Treasurer.

Update: This bill passed the Senate floor on May 23, 2017 by a vote of 43-0.





Oklahoma’s Promise

Senate Bill 529 (Senator Jason Smalley and Representative Katie Henke) This measure raises the income requirement from $50,000 to $55,000 in 2017-18 school year and $60,000 in 2019-2020 school year and provides other modifications to Oklahoma’s Promise.

Update: This bill was signed by the Governor on May 16, 2017.





Open Records/Meeting

Senate Bill 191 (Senator Roger Thompson and Representative David Brumbaugh) This measure states that a delay in providing open records request is limited only to the time required to prepare the requested information.

Update: This bill was signed by the Governor on May 3, 2017.



Senate Bill 245 (Senator Nathan Dahm and Representative John Paul Jordan) This measure modifies the Oklahoma Open Meeting Act requirements for virtual charter school meetings.

Update: This bill was vetoed by the Governor on May 1, 2017.



Senate Bill 403 (Senator David Holt and Representative Elise Hall) This measure establishes methods for notice of public meetings on websites.

Update: This bill was signed by the Governor on April 25, 2017.





OTEG

Senate Bill 600 (Senator Jason Smalley and Representative Katie Henke) This measure changes the name of Hillsdale Free Will Baptist College to Randall University.

Update: This bill was signed by the Governor on April 25, 2017.





Regents

Senate Bill 428 (Senator Jason Smalley and Representative Katie Henke) This measure allows teachers who are retired to be reemployed with no limits on earnings.

Update: This bill was signed by the Governor on May 15, 2017.



Senate Bill 690 (Senator Kim David and Representative Lewis Moore) This measure instructs the State Regents, Oklahoma Military Department and schools of social work to develop a Guard Advocacy Program for Oklahoma National Guard soldiers and airmen.

Update: This bill was signed by the Governor on May 1, 2017.



House Bill 1576 (Representative Chad Caldwell and Senator Gary Stanislawski) This measure requires the Oklahoma Commission for Teacher Preparation to include digital teaching.

Update: This bill was signed by the Governor on April 6, 2017.



House Bill 1789 (Representative Ed Cannaday and Dewayne Pemberton) This measure requires the SDE, Commission for Educational Quality and Accountability and State Regents to ensure training on dyslexia.

Update: This bill was signed by the Governor on April 24, 2017.



House Bill 2155 (Representative Jadine Nollan and Senator Gary Stanislawski) This measure requires the SDE to adopt a new statewide system of college and career planning tools called Individual Career Academic Plan.  This measure directs the SDE, State Regents and CareerTech to work together to develop career planning tools for students in 6th through 12th grade.

Update: This bill was signed by the Governor on May 2, 2017.



House Bill 2404 (Senator Kim David and Representative Leslie Osborn) This measure removes the State Regents and institutions which are in the State System from the list of entities which are exempt from sales tax.

Update: This bill passed the House Joint Committee on Appropriations on May 15, 2017.



House Resolution 1020 (Representative Scott Biggs) This resolution recognizes the leadership of State Regent Jimmy Harrel.

Update: The resolution was presented on May 18, 2017.





Retirement/Benefits

Senate Bill 423 (Senator Marty Quinn and Representative Randy McDaniel) This measure reduces the time period an employee has to choose a retirement plan from 90 to 30 days.

Update: This bill was signed by the Governor on May 16, 2017.



Senate Bill 799 (Senator Anthony Sykes and Representative Chris Kannady) This measure allows state employees to use leave for wellness issues.

Update: This bill passed the Senate floor on May 25, 2017 by a vote of 25-18.  The bill passed the House floor on May 26, 2017 by a vote of 66-15.



House Bill 1162 (Representative Randy McDaniel and Senator Gary Stanislawski) This measure sets a minimum age of 67 or 62 after meeting the rule of 90 for employees who become participants in TRS after November 1, 2017.

Update: This bill was signed by the Governor on April 24, 2017.



House Bill 1868 (Representative Jason Dunnington and Senator Roger Thompson) This measure provides overtime for state employees earning less than $40,000 per year.

Update: This bill passed the House floor on May 25, 2017 by a vote of 69-23.



House Bill 2237 (Representative Glen Mulready and Senator Greg Treat) This measure amends the health insurance provision for state employees.

Update: This bill passed the Senate floor on April 27, 2017 by a vote of 40-0. The Senate named Allen, Brown, Treat, Floyd, Dossett, Leewright, Dugger, and Smalley as conferees.



House Bill 2406 (Representative Leslie Osborn and Senator Kim David) This measure creates the Oklahoma Insurance Stabilization Act.

Update: The bill passed the House floor on May 24, 2017 by a vote of 88-6.





Student Loans

Senate Bill 357 (Senator David Holt and Representative Harold Wright) This measure directs licensing boards to take into consideration student loan default when making licensing suspension decisions.

Update: This bill was signed by the Governor on April 25, 2017.





Tax/Finance

Senate Bill 170 (Senator Roger Thompson and Representative Earl Sears) This measure redefines rate reduction and establishes new rules for estimating growth.

Update: This bill was signed by the Governor on May 15, 2017.



Senate Bill 293 (Senator Kim David and Representative Leslie Osborn) This measure removes population requirements for tax incentive districts relating to the ad valorem tax.

Update: This bill was sent to the Governor on May 11, 2017.



Senate Bill 731 (Senator Bryce Marlatt and Representative Kevin Calvey) This measure changes interest on proceeds from the sale of oil and gas.

Update: This bill passed the House floor on April 17, 2017 by a vote of 60-23.



Senate Bill 845 (Representative Leslie Osborn and Senator Kim David) This measure creates a cigarette fee of $1.50 per pack.

Update: The bill passed the Senate floor on May 25, 2017 by a vote of 28-18 and passed the House floor on May 26, 2017 by a vote of 51-43.  The emergency clause on the bill failed.  The bill will be sent to the Governor for signature.



House Bill 1423 (Representative Mark Lepak and Senator Jack Fry) This measure reauthorizes the Folds of Honor Scholarship Program tax donation.

Update: This bill was signed by the Governor on April 26, 2017.



House Bill 1856 (Representative Leslie Osborn and Senator Stephanie Bice) This measure creates a task force to study the Tax Code.

Update: This bill was signed by the Governor on May 19, 2017.



House Bill 2347 (Representative Leslie Osborn and Senator Kim David) This measure limits the amount of itemized deductions to $17,000 for tax years 2017-2019.

Update: This bill passed both the House and Senate Joint Committees on Appropriations and Budget on May 11, 2017 and May 12, 2017, respectively.



House Bill 2351 (Representative Leslie Osborn and Senator Kim David) This measure authorizes specific facilities to delay the start of ad valorem exemption period.

Update: The bill signed by the Governor on May 25, 2017..



House Bill 2381 (Representative Leslie Osborn and Senator Kim David) This measure raises the cigarette tax.

Update: The bill passed the House floor on May 15, 2017 by a vote of 76-17.



House Bill 2382 (Representative Leslie Osborn and Senator Kim David) This measure raises the cigarette tax.

Update: The bill passed the House Joint Committee on Appropriations and Budget on May 17, 2017.



House Bill 2403 (Representative Leslie Osborn and Senator Kim David) This measure limits the amount of itemized deductions to $17,000 for tax years 2017-2019.  The $17,000 limit excludes charitable contributions.

Update: This bill passed both the House floor on May 22, 2017 by a vote of 56-40.



House Bill 2405 (Representative Leslie Osborn and Senator Kim David) This measure directs no agency, department, board, and commission to spend any funds on nonessential items such as magnets, buttons, stickers, stationery and etc.

Update: This bill failed in the House Joint Committee on Appropriations on May 22, 2017.



House Bill 2409 (Representative Leslie Osborn and Senator Kim David) This measure levies a 4.5% excise tax on gross receipts of Oil and Gas.

Update: The bill passed the House Joint Committee on Appropriations and Budget on May 15, 2017.



House Bill 2412 (Representative Leslie Osborn and Senator Kim David) This measure sunsets the historic building tax credit on January 1, 2021 and caps the annual amount at $10 million.

Update: The bill passed the House Joint Committee on Appropriations and Budget on May 16, 2017.



House Bill 2413 (Representative Leslie Osborn and Senator Kim David) This measure sunsets the Oklahoma Affordable Housing Tax Credit on December 31, 2020 and caps the annual amount at $2 million.

Update: The bill passed the House Joint Committee on Appropriations and Budget on May 16, 2017.



House Bill 2414 (Representative Leslie Osborn and Senator Kim David) This measure creates a new cigarette tax of 75 cents per pack, taxes gas at 6 cents per gallon, and reduces the amount of time that oil and gas production is taxed a t the 2% rate.

Update: The bill passed the House floor on May 16, 2017 by a vote of 51-46.



House Bill 2415 (Representative Leslie Osborn and Senator Kim David) This measure moves the sunset date for the gross production tax to July 1, 2017. It creates a rebate program for certain wells and projects. Additionally, this measure excludes wind energy from sales tax exemption.

Update: The bill was laid over in the House Joint Committee on Appropriations and Budget on May 16, 2017.





Telecommunications/OneNet

Senate Bill 105 (Senator Roger Thompson and Representative Leslie Osborn) This measure requires the State CIO approve the purchase of any IT products or contracts over $25,000 instead of all purchases.

Update: This bill passed the Senate floor on May 25, 2017 by a vote of 42-0. The House passed the bill on May 26, 2017 by a vote of 88-4.  The bill will be sent to the Governor for signature.





Telemedicine

Senate Bill 726 (Senator AJ Griffin and Representative Glen Mulready) This measure provides standards for the practice of telemedicine.

Update: This bill was signed by the Governor on May 10, 2017.


Thank you.

Glen

Glen D. Johnson
Chancellor
Oklahoma State Regents for Higher Education
655 Research Parkway, Suite 200
Oklahoma City, Oklahoma 73104
405.225.9122
gjohnson at osrhe.edu<mailto:gjohnson at osrhe.edu>

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