Agenda February 21, 2003 OKLAHOMA STATE REGENTS FOR HIGHER EDUCATION

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OKLAHOMA STATE REGENTS FOR HIGHER EDUCATION
Agenda
February 21, 2003
NOTE
This document contains recommendations and reports to the State Regents regarding items on the
February 21, 2003 regular meeting agenda. For additional information, please call 405-225-9116 or to get
this document electronically go to www.okhighered.org State System.
Materials and recommendations contained in this agenda are tentative and unofficial prior to State
Regents’ approval or acceptance on February 21, 2003.
OKLAHOMA STATE REGENTS FOR HIGHER EDUCATION
Research Park, Oklahoma City
AGENDA
Friday, February 21, 2003--9 a.m.
State Regents Conference Room
Chairman Carl Renfro Presiding
1.
Announcement of filing of meeting notice and posting of the agenda in accordance with the
Open Meeting Act.
2.
Call to Order. Roll call and announcement of quorum.
3.
Minutes of Previous Meetings. Approval of minutes.
4.
Chancellor. Swearing in of Chancellor Paul G. Risser as the sixth Chancellor of The Oklahoma
State System of Higher Education.
5.
New President. Introduction of the new president of Oklahoma State University.
FISCAL
6.
E&G Budgets.
a.
Ratification of revised E&G Budgets for FY 2003 as a result of the state mandated
budget reduction. Page 1.
b.
Approval of allocation of funds for the second quarter receipts of the Motor Fuel
Assessment Higher Education Facilities Fund to OU and OSU. Page 35.
7.
Master Lease Purchase Program. Approval of the first series FY 2003 bond projects. Page 39.
8.
Revenue Bond. Certification of Statement of Essential Facts for East Central University
revenue bond issue. Page 45.
ACADEMIC
9.
New Programs. Approval of request from University of Oklahoma to offer the Master of
Science in Knowledge Management. Page 47.
10.
Program Deletions. Approval of institutional requests for program deletions. Page 53.
11.
Remediation. Annual Student Remediation Report. Page 55.
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STUDENT SERVICES,
SYSTEM ADVANCEMENT AND ECONOMIC DEVELOPMENT
12.
Student Preparation. Acceptance of High School Indicators Reports. Page 59.
a.
High School to College-Going Rates for Oklahoma High School Graduates to Oklahoma
Colleges.
b.
Headcount, semester Hours, and Grade Point Average of High School Graduates in
College.
c.
Remediation Rates for Oklahoma High School Graduates in Oklahoma Public Higher
Education.
13.
Pathways to College. Presentation of national report on social marketing component of the State
Regents K-20 initiative. Page 61.
14.
Policy.
15.
a.
The Ruby N. Courtney Writer’s Scholarship Fund. Acceptance of $25,000 and approval
of policy and procedures for new scholarship program. Page 63.
b.
Tulsa Reconciliation Scholarship Program. Implementation of fall 2003 high school
awards. Page 67.
Legislation. Endorsement of introduced legislation addressing the college admissibility status of
Oklahoma students who lack lawful U. S. immigration status. Page 69.
EXECUTIVE
16.
Economic Development.
a.
Presentation of the “Statewide Plan for Strengthening Oklahoma’s Economy” and an
“Agenda for Oklahoma’s Economic Prosperity.” Page 73.
b.
Announcement of Steering Committee. Page 75.
17.
Grants. Acceptance of external grant funds. Page 77.
18.
Experimental Program to Stimulate Competitive Research (EPSCoR).
a.
Approval of appointment of individuals to the Oklahoma EPSCoR Committee. Page 79.
b.
Posting and announcement of Bylaws for the Oklahoma EPSCoR Committee. Page 81.
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CONSENT DOCKET
19.
Consent Docket. Approval/ratification of the following routine requests which are consistent
with State Regents' policies and procedures or previous actions.
a.
Programs.
(1)
Approval of institutional requests for program modifications. Page 85.
(2)
Ratification of approved institutional requests for program modification. Page
89.
(3)
Ratification of approved institutional request for program reinstatement. Page
91.
b.
Cooperative Agreements. Ratification of approved cooperative agreements. Page 93.
c.
Programs--Electronic Delivery.
(1)
Approval of requests from Oklahoma State University and Oklahoma Panhandle
State University to extend the “best practices” review schedules for existing
degree programs. Page 95.
(2)
Acceptance of “best practices” review and final authorization for Northeastern
State University to offer the Bachelor of Science in Nursing via electronic
delivery. Page 97.
d.
Capital. Ratification of capital allotments. Page 99.
e.
Agency Operations. Ratification of purchases of $25,000 and above. Page 105.
f.
Grants.
(1)
Ratification of GEAR UP grants to institutions in partnership with College Goal
Sunday grant from Lumina Foundation. Page 109
(2)
Ratification of MTRC grants to fund teacher recruitment projects at Oklahoma
State University and University of Central Oklahoma. Page 111.
(3)
Accept and authorize disbursement of additional grants funds for the Vocal
Oklahomans in Civic Engagement (VOICE) project. Page 113.
g.
Scholarship. Ratification of Heartland Scholarship awards for fall 2002. Page 115.
h.
Administrative Procedures Act. Final adoption of amendments to permanent rules for the
following programs:
(1)
Academic Scholars Program. Page 117.
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(2)
Oklahoma Higher Learning Access Program. Page 123.
(3)
Oklahoma Tuition Aid Grant Program. Page 131.
(4)
Tulsa Reconciliation Scholarship Program. Page 137.
(5)
Future Teachers Scholarship Program. Page 143.
(6)
Chiropractic Education Scholarship Program. Page 145.
(7)
William P. Willis Scholarship Program. Page 147.
(8)
Chancellor’s Scholarship Program. Page 149.
(9)
Purchasing Procedures. Page 151.
i.
Summer Academies. Ratification of 2003 Summer Academy awards. Page 159.
j.
No Child Left Behind (formerly Eisenhower Program). Ratification of 2003 Title II, Part
A, NCLB awards. Page 163.
k.
Nonacademic Degrees. Ratification of approval of request from Langston University to
confer an honorary degree at the 2003 spring commencement. Page 165.
l.
Agreements/Contracts.
Ratification of agreement with the National Governors
Association for consulting assistance to other states. Page 167.
m.
Policy. Amendment to the State Regents’ Personnel Policy relating to the “Acceptable
Use Policy for OneNet and the State Regents’ Computing System and Equipment.” Page
175.
20.
Reports. Acceptance of reports listed on Attachment "A."
21.
Students/Faculty. Presentation of joint recommendations from the Student Advisory Board and
the Faculty Advisory Council.
22.
Report of the Chancellor. (No Action, No Discussion).
23.
Report of the Chairman. (No Action, No Discussion).
24.
Report of the Committees. (No Action, No Discussion).
a.
Academic Affairs and Social Justice and Student Services Committees
b.
Budget and Audit Committee.
c.
Strategic Planning and Personnel Committee.
d.
Technology Committee.
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25.
New Business. Consideration of "any matter not known about or which could not have been
reasonably foreseen prior to the time of posting the agenda."
26.
Announcement of Next Regular Meeting--9 a.m., Thursday, April 3, 2003, in Ardmore.
27.
Adjournment.
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ATTACHMENT "A"
20.
Reports.
a.
Programs. Status report on program requests. Page 179.
b.
Annual Reports.
(1)
Annual Student Assessment Report. Page 187.
(2)
Teacher Education Annual Report. Page 191.
(3)
Tuition Fee Waiver Report. Page 197.
(4)
Spring 2003 Preliminary Enrollment Report. Page 199.
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Meeting of the
OKLAHOMA STATE REGENTS FOR HIGHER EDUCATION
February 21, 2003
AGENDA ITEM #6-a:
Educational and General Budgets
SUBJECT:
Approval of reduced FY 03 allocations and authorization to submit revised budgets.
RECOMMENDATION:
It is recommended that the State Regents ratify revised budgets that have been
submitted to the Office of State Finance in response to the State’s revenue shortfall.
BACKGROUND:
In response to the declaration of a revenue shortfall by the Office of State Finance for the current fiscal
year, the Chancellor on September 12, 2002, notified institutional presidents that in accordance with 70
O.S. 2001, §3903(g), institutional allotments of state appropriations would be reduced by an annualized
4.34 percent for the remainder of the fiscal year. On November 12, 2002, we were notified of an
additional revenue shortfall resulting in the need for further budget reductions in the amount of 1.64
percent. The State Regents approved the allocation reductions at their meeting of December 5, with
ratification of revised budgets to come at the following meeting, scheduled for February 21.
POLICY ISSUES:
The recommendation is consistent with Regents’ policy and actions.
ANALYSIS:
As presented at the December 5, 2002, meeting of the State Regents, all institutions and nearly every
program will see an annualized FY03 budget reduction of 5.98%. Institutions, constituent agencies and
Quartz Mountain, in response to the revenue shortfall in state appropriations, have submitted the attached
budget revisions. These revisions have been submitted to the Office of State Finance and are presented
for ratification.
Six institutions and two constituent agencies elected to use reserve funds to offset the total mandated
reduction. Those entities are the University of Oklahoma, East Central University, Southeastern
Oklahoma State University, Oklahoma Panhandle State University, Murray State College, Western
Oklahoma State College, OSU Center for Health Sciences and OSU Tulsa.
Institutions are offering approximately 500 fewer course sections in the spring semester and intersessions,
in spite of a continuing increase in enrollment. Preliminary data show that is up 4.4 percent at the
comprehensive universities and 3.5 percent at the regional universities. Most two-year colleges are
showing increases as well, with one as much as 15 percent. Personnel reductions, principally adjunct
faculty, account for over half of the accommodations to the revenue shortfall. Supplies and materials cuts
make up 25 percent of the reductions, with property, furniture and equipment at approximately 10
percent.
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Meeting of the
OKLAHOMA STATE REGENTS FOR HIGHER EDUCATION
February 21, 2003
AGENDA ITEM #6-b:
Capital Allocation
SUBJECT:
Approval of allocation to Oklahoma State University and the University of Oklahoma
from the Higher Education Facilities Fund.
RECOMMENDATION:
It is recommended that the State Regents approve the allocation of $1,762,270.64
each to Oklahoma State University and the University of Oklahoma from revenue
collected through the Higher Education Facilities Revolving Fund.
BACKGROUND:
The Oklahoma Legislature passed House Bill No. 2598 in May 2002 designating $38 million from an
assessment on motor fuel, diesel fuel and blending materials used or consumed in the state for certain
research purposes at OU and OSU. This revenue will be deposited into a new fund called the “Higher
Education Facilities Fund.” The bill further states that these funds shall be evenly deposited to an account
at the University of Oklahoma for funding construction of the weather center and to an account at
Oklahoma State University for purchase of equipment and renovation of facilities for work on the
application of advanced sensor technology for the detection of chemical and biological threats to
homeland security. The State Regents, at their October, 2002 meeting, approved strategic plans submitted
by each university outlining the related expenditures of the funds received through this source.
POLICY ISSUES:
The recommendation is consistent with Regents’ policy and approved budget principles.
ANALYSIS:
House Bill No. 2598 appropriated $38,000,000 to the State Regents over a period of years for transfer to
the Higher Education Facilities Fund and further transfer to the accounts of the University of Oklahoma
and Oklahoma State University. The fund currently has on deposit $3,524,541.28 sufficient for a transfer
of $1,762,270.64 to each university. To date the institutions have each received an allocation of
$1,795,735.40. With the approval of this allocation, each university will have received an accumulated
total of $3,558,006.04.
It is recommended that the allocation of the Higher Education Facilities Fund be approved at this time
with subsequent allocations and allotments to be made on a quarterly basis, as the revenue stream to this
fund is not certified.
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In accordance with the approval of the institutional strategic plans at the October 2002, State Regents’
meeting, and as OSU’s plan addressed the first $6 million only, it was recommended that the OSU
allocation be capped at that amount, with subsequent allocations to come to the State Regents for
approval upon acceptance of a plan for the remaining $13 million.
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OKLAHOMA STATE REGENTS FOR HIGHER EDUCATION
RESOLUTION NO. 4311
Pursuant to the authority granted under the Constitution of Oklahoma by Articles XIII-A adopted March 11, 1941, which vests in the
Oklahoma State Regents for Higher Education the allocation of funds appropriated by the Legislature for use in The Oklahoma State System of
Higher Education and pursuant to 70 O.S. 1991, Sections 3210, 3903,4401 and 4408 and pursuant to the provisions of House Bill No. 2598, of the
Forty-Eighth Oklahoma Legislature,
The Oklahoma State Regents for Higher Education hereby ALLOCATE the sums set out below for the respective special programs of the
specified institutions for the fiscal year beginning July 1, 2002, and ending June 30, 2003, said funds to be subsequently allotted for encumbrance and
expenditure during said fiscal year, as provided by law.
Higher Education Facilities Revolving Fund Allocation
University of Oklahoma – Weather Center
Oklahoma State University – Biosensor Laboratory
From: 299-03-605-000000
$3,524,541.28
To: 295-760
295-010
$1,762,270.64
$1,762,270.64
Total
$3,524,541.28
Adopted by the State Regents in the meeting of February 21, 2003.
SEAL:
ATTEST:
Jimmy Harrel, Secretary
Carl Renfro, Chairman
I, Hans Brisch, do hereby certify that the above is a correct statement of the action authorized by the Oklahoma State Regents for Higher Education as
set forth in the minutes of the regular meeting on February 21, 2003.
Paul G. Risser, Chancellor
Duly subscribed and sworn to before me this 21st day of February 2003.
____________________________________
Notary Public
My commission expires _______________________________________________.
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Meeting of the
OKLAHOMA STATE REGENTS FOR HIGHER EDUCATION
February 21, 2003
AGENDA ITEM #7:
Master Lease Purchase Program
RECOMMENDATION:
It is recommended that the State Regents authorize submission to the Bond
Oversight Commissions the first 2003 series of institutional project agreements and
approve the use of the Master Lease Purchase Program. The total projects from
three entities amount to approximately $7.9 million.
BACKGROUND:
In the spring of 1997, work began on development of a systemwide Master Lease Purchase Program to
provide a method of financing major personal property acquisitions by the State System entities. The
Oklahoma State Legislature approved in May 1999, Senate Bill 151, which authorized the State Regents
to establish a master lease program. State System entities may enter into lease agreements for projects
having a project value of at $50,000 up to a maximum of $10 million. The terms of the lease agreements
will vary by the useful life of the equipment purchases.
The State Regents’ office works in conjunction with the Oklahoma Development Finance Authority
(ODFA) to administer this program with each institutional lease purchase agreement submitted to the
State Bond Oversight Commission for approval. The institutional governing boards have given prior
approval of all equipment purchases submitted under this program.
POLICY ISSUES:
Recommendation is consistent with current State Regents’ policy.
ANALYSIS:
The Master Lease Purchase Program provides the State System entities a method of financing major
personal property acquisitions at significant efficiencies from both financing aspects and administration.
This program is designed to provide flexibility in acquiring new capital equipment by allowing lease
purchase payments or debt service payments to be made on a monthly basis from current capital and
operating funds. Individual sub-lease agreements will be entered into with each participating institution
and the State Regents, under the terms of the Master Lease Purchase Agreement. The institution’s fee
structure shall be based on the individualized purchase package and interest rates available on the day of
bond pricing.
The first series for FY2003 includes three system institutions with an estimated total of approximately
$7.9 million of equipment purchases. “Attachment B” includes the individual entities’ listings of
proposed equipment purchases. All equipment proposals are subject to the approval of Bond Counsel and
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the Bond Oversight Commissions. The following table summarizes the participating entities and
estimated total purchase amounts submitted for the April issue.
Institution
Oklahoma State University
Southeastern Oklahoma State University
University of Central Oklahoma
Total Amount to be Financed in April Issue
$4,336,061
$1,600,000
$1,964,522
Total for April Issue
$7,900,583
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Meeting of the
OKLAHOMA STATE REGENTS FOR HIGHER EDUCATION
February 21, 2003
AGENDA ITEM #8:
Revenue Bond - East Central University
SUBJECT:
Review of Statement of Essential Facts
RECOMMENDATION:
It is recommended that the State Regents certify to the Attorney General of
Oklahoma that the Statement of Essential Facts for East Central University, Series
2003, in the amount of $6,000,000 is substantially accurate.
BACKGROUND:
For revenue bonds issued pursuant to Title 70, Oklahoma Statutes, Section 4001 through 4014, a
Statement of Essential Facts shall be prepared by the issuing Board of Regents for the use of and
information of prospective bond purchasers. Section 4014 of this statute requires that the State Regents
examine the Statement of Essential Facts and, if found to be substantially accurate, certify such to the
Attorney General of Oklahoma.
POLICY ISSUES:
None
ANALYSIS:
The proceeds received from the sale of the Series 2003 bonds will be used (a) to construct, renovate,
remodel, expand and equip a student housing facility located on the Ada campus, or (b) to reimburse the
University for recent improvements and (c) make required deposits into the Bond Reserve Fund, and (d)
for payment of costs of issuance. The project will fund a new student housing facility with 135 beds and
will renovate the current Pontotoc Hall, converting it from a system of two suites into a system of
individual apartments leaving total capacity at a constant. The current housing system consists of three
dormitories and one apartment complex. In the fall of 2002, the residence halls were at 90% capacity, and
the apartment complex was at 100% capacity.
The bonds to be issued as serial bonds will be payable on May 1 and November 1 for each of the years
2003 through 2033 with interest payments commencing on May 1, 2003, and annually each year
thereafter. The bonds are special obligations of the Board of Regents for Oklahoma Colleges. The
University has pledged, as security for the issuance, net revenues of the Housing and Food Services
Department less the cost of operating and maintaining such facilities. The pledged revenues as
anticipated by the University’s Board, will provide sufficient revenue to: (1.) pay the reasonable cost of
the project; (2.) pay principal of and interest on the Bonds; and (3.) maintain the reserve required in the
Reserve Account for securing any bonds payable.
The Statement of Essential Facts as reflected in the Preliminary Official Statement for Housing Facilities
has been reviewed and found to be substantially accurate. Projected revenue, as described in the
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Statement, will assure that revenues will be adequate to cover debt service requirements at a minimum
coverage ratio of 1.17.
A concurrent resolution authorizing issuance of the bonds has been approved by the legislature. A copy
of the Preliminary Official Statement is available for review.
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Meeting of the
OKLAHOMA STATE REGENTS FOR HIGHER EDUCATION
February 21, 2003
AGENDA ITEM #9:
New Programs
SUBJECT:
University of Oklahoma (OU). Approval of request to offer the Master of Science in
Knowledge Management.
RECOMMENDATION:
It is recommended that the State Regents approve OU’s request to offer the Master
of Science in Knowledge Management with the stipulation that continuation of the
program beyond fall 2006 will depend upon meeting the criteria established by the
institution and approved by the State Regents. Specifically, the degree program will
enroll 10 majors in fall 2005 and graduate 5 students in 2005-06.
BACKGROUND:
Academic Plan
OU’s 2001-02 Academic Plan lists the following institutional priorities (OU’s 2002-03 Academic Plan
has not been received):
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improving the quality of entering domestic graduate students;
sustaining graduate population;
sustaining quality, size, and diversity of faculty;
improving the University Libraries’ ranking within the Association of Research Libraries to the
top three;
improving all aspects of telecommunications and computing systems coordination;
increasing space for research and academics;
increasing graduation education and research opportunities in the Tulsa area; and
sustaining the University community as a unique intellectual community.
APRA Implementation
Since 1991-92, OU has deleted 68 degree programs.
Program Review
OU offers 230 degree and certificate programs (105 baccalaureate, 74 master’s-level, 47 doctoral, and 4
certificates), all of which were reviewed in the past five years with the exception of those programs
receiving specialty accreditation. For programs receiving specialty accreditation, OU aligns its program
review schedule with the accreditation cycles, so that programs are reviewed when faculty are preparing
for an accreditation visit. Thus, if a professional program received a ten-year accreditation, it would not
be reviewed for ten years, which is an approved exception to State Regents’ policy.
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Program Development Process
OU faculty developed the proposed degree program, which was reviewed and approved by institutional
officials and OU’s governing board.
POLICY ISSUES:
This action is consistent with the State Regents’ “Policy Statement on Program Approval.”
ANALYSIS:
Master of Science in Knowledge Management
Program purpose. The proposed program will teach professionals how to successfully manage the
increasingly large and complex flow of information and knowledge within varying organizational settings
which span business, industry, education, government, and public service agencies. The program will be
delivered at Tulsa and Norman through traditional and electronic coursework, with hopes to expand
delivery to Oklahoma City after maturity.
Program rationale/background. The information explosion and information overload are matters of
significant concern that have not yet been effectively addressed in many organizations. The proposed
degree program is designed to teach professionals how to successfully manage the overwhelming flow of
information and knowledge within varying organizational settings.
Employment opportunities. Every sector of the economy has an immediate need for information
technology-enabled employees. While the demand for knowledge managers and related information
workers is difficult to document due to the fluid nature of the field and the variety of job titles used to
define positions in the field, there is evidence that the greatest need will be for the most highly skilled
workers and for managers. The 2001 “Occupational Outlook Handbook” identifies information
technology as one of the fastest growing industries, with knowledge management falling into this
category.
Student demand. The proposed program is expected to enroll 10 majors in fall 2005 and graduate 5
students in 2005-06. However, OU expects higher productivity at maturity.
Duplication/Impact on existing programs. No similar program exists at any Oklahoma higher
education institution, nor in the surrounding states or the Big 12 conference.
Curriculum. The proposed master’s-level program consists of 36 credit hours, including 21 hours in the
degree program core, 9 hours in guided electives, and 6 hours in general electives (Attachment A). Three
new courses will be added and are indicated by an asterisk in Attachment A.
Faculty and staff. The proposed degree program is both multidisciplinary and interdepartmental;
however, the School of Library and Information Studies will assume operational oversight for the degree
program and contribute all required courses. Faculty will be drawn from the unit faculties responsible for
the core or guided elective courses. Two new faculty members will be appointed to the School of Library
and Information Studies to support the program and will be housed in Tulsa utilizing existing funds.
Support services. The library, facilities, and equipment are adequate. On the Norman campus, extensive
library resources are available, and the libraries are well-equipped to support students at a distance via
electronic serials and texts, electronic reserve readings, and the Sooner Xpress document delivery service.
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Additionally, funds have already been allocated by OU for a computer laboratory on the Schusterman
Center campus in Tulsa.
Financing. The proposed degree program builds on the existing Master of Library and Information
Science degree program. Existing funds within the OU-Tulsa budget will be allocated to support
instructional costs for the proposed program. Continued support for the program will come from
internally reallocated institutional funds.
Attachment
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ATTACHMENT A
UNIVERSITY OF OKLAHOMA
MASTER OF SCIENCE IN KNOWLEDGE MANAGEMENT
Knowledge Management Program Core
LIS 5043
Organization of Information
LIS G5033 Foundations of Information Studies
LIS G5103 Design and Implementation of Networked
Information Systems
* LIS G5113Knowledge Representation
* ODYN G5113
The Psychology of Leadership
* LIS G5663Knowledge Management Design Project
LIS 5823
Internship
Suggested Electives (not comprehensive or exclusive)
EIPT G5533 Instructional Technology
ENGR G4510
Managing Creativity
HR G5033
Seminar in Leadership in Organizations
HR G5043
Seminar in Organizational Change and
Development
HR G5073
Creative Problem Solving
HR G5083
Seminar in Group Dynamics
IE G4753
Organization Systems
IE G5713
Engineering Project Management
IE G5813
Information Ergonomics
LIS G5463 Information Uses and Services
LIS G5143 Government Publications
LIS G5213 Indexing Theory and Practice
LIS G5233 Preservation of Information Materials
LIS G5523 Database Searching
LIS G5813 Archives and Records Management
LIS G5920 Directed Research
LIS G5960 Directed Readings
LIS G5980 Research for Master’s Thesis
LIS G5990 Special Problems
ODYN 5112 Organizational Behavior and Organizational
Innovation
ODYN 5113 Teams and Motivation
ODYN 5114 Technology and Organizations
ODYN 5215 Organizational Development
ODYN 5301 Planning Processes and Strategy
Development
ODYN 5305 Global Business Practices
PSC G5103 Organizations: Design, Structure and Process
PSC G5133 Strategic Planning and Performance
Measurement
TCOM G5113Telecommunications Industry Overview
TCOM G5213Network Design and Management
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Credit Hours: 21
Credit Hours: 15
ATTACHMENT A
Students enrolled in the program will be expected to demonstrate competence in
basic hardware and software operations; Web design principles, including
knowledge of TML, SGML, and Web design software; and an object-oriented
programming language such as C++ or JAVA. Competence may be demonstrated
by completion of a skills test or by documentation of credit or noncredit learning
experiences. No semester hour credit toward completion of the MS in Knowledge
Management degree will be granted for skills courses.
* New courses are identified by an asterisk.
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Meeting of the
OKLAHOMA STATE REGENTS FOR HIGHER EDUCATION
February 21, 2003
AGENDA ITEM #10:
Program Deletions
SUBJECT:
Approval of institutional request.
RECOMMENDATION:
It is recommended that the State Regents approve the institutional request for a
program deletion, as listed below.
BACKGROUND:
Rogers State University (RSU) requests authorization to delete the Certificate in Police Science (080).
POLICY ISSUES:
This action is consistent with the State Regents’ “Policy Statement on Program Approval” and “Policy
Statement on Program Review.”
ANALYSIS:
RSU requests deletion of one program:
 The Certificate in Police Science (080) has no students remaining. Due to low student
interest and need for the program, faculty recommended deletion consistent with the 2001-02
Technical-Occupational program evaluation team recommendations. The Associate in
Applied Science program remains; therefore, no courses will be deleted and no funds will be
available for reallocation.
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Meeting of the
OKLAHOMA STATE REGENTS FOR HIGHER EDUCATION
February 21, 2003
AGENDA ITEM #11:
Remediation
SUBJECT:
Annual Student Remediation Report.
RECOMMENDATION:
It is recommended that the State Regents accept this report.
BACKGROUND:
 In 1991, the State Regents adopted the Student Assessment Policy that required each institution to
develop and implement a comprehensive assessment program with mandatory student placement in
fall 1994. This is the 11th annual student remediation report.
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Remedial education is not a recent phenomenon in higher education. As early as the 17th century,
Harvard College provided remedial instruction for inadequately prepared students. In 1849, the
University of Wisconsin established the first preparatory program for students with inadequate
preparation. Remedial education was needed when World War II veterans came to college, and for
first-generation college students who gained access to higher education due to the Civil Rights Act of
1964.
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Societal and demographic changes have contributed to increased demands for access to higher
education with minorities and immigrants over represented among those who need remediation.
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Widespread need for college remediation has initiated efforts to prepare students while still in high
school. National and regional studies report approximately one-third of new freshmen enroll in
remedial courses.
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Current debate about remedial education incorrectly assumes that remediation is proportionately
taught among all colleges and universities. In fact, 60 percent of all remediation is conducted by
community colleges nationally.
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Financial costs of remediation are being addressed in different ways by various states, some requiring
additional fees from the remediated student. Others have proposed that the remediation costs be
borne by the secondary schools that graduated the student needing remediation. Nationally,
remediation costs are less than 1 percent of the total public higher education budget.
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Oklahoma students pay more for remedial courses at State System institutions:
comprehensive universities:
regular tuition + $24 per credit hour
regional universities:
regular tuition + $20 per credit hour
community colleges:
regular tuition + $13 per credit hour
technical branches:
regular tuition + $18.50 per credit hour
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OKLAHOMA INITIATIVES:
 The State Regents, in addition to managing the costs of remedial education, have taken multiple
initiatives to reduce remediation, among them: enhanced teacher preparation, increased standards for
college preparation, establishing better communication with and feedback to Oklahoma high schools,
and facilitating cooperation between various state education entities to increase the number of
students who go to college directly from high school.
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Oklahoma public institutions report that remediation has resulted in significant improvement in
student success.
FINDINGS:
In 2001-02:
40,198 students enrolled in remedial courses:
5.9 percent (2,367 students) at the comprehensive universities
18.9 percent (7,617 students) at the regional universities
75.2 percent (30,214 students) at the two-year colleges
Of fall 2001 first-time freshmen, 38.8 percent enrolled in remedial courses.
Of the freshmen who did not meet the State Regents’ 15-unit high school core curriculum, 49.9
percent enrolled in remedial courses, compared to 24.4 percent of freshmen who completed the
high school core curriculum.
Remediation by subject for fall 2001 freshmen was as follows:
33.3 percent mathematics
15.1 percent English
5.4 percent reading
3.1 percent science
From fall 1996 to fall 2001, the percentage of freshmen with an ACT score below 19 decreased:
English, from 22.4 to 20.2 percent
Science, from 17.3 to 16.4 percent
Reading, from 18.9 to 18.4 percent
From fall 1996 to fall 2001, the percentage of freshmen with an ACT score below 19 increased in
mathematics from 26.7 percent to 27.1 percent.
From 1996-97 to 2001-02, the remediation rate for first-time freshmen direct from Oklahoma
high schools decreased from 37.3 percent to 36.5 percent. This is lower than the 38.8 percent for
all first-time freshmen.
Older freshmen require more remediation. During the 2001-02 academic year, a higher
percentage of freshmen 21 years of age and older (41.9 percent) enrolled in remedial courses than
freshmen less than 21 years of age (37.7 percent).
In 2000-01, Oklahoma State System institutions generated $2.4 million from student-paid
remedial course fees to cover the direct costs of providing remedial courses.
56
CONCLUSIONS:
Both the number and remediation rate of adults (students over 20) increased. More students
attending college due to the economic downturn accounts for more older students who did not
prepare to attend college when in high school.
Two-year colleges continue to be the primary source of remediation in the State System. This is
consistent with the community college’s mission.
Students enrolling in State System institutions directly from high school (17 to 20 year-olds) are
less likely to need remediation than older students (37.7 and 41.9 percent, respectively). Those
students graduating directly from Oklahoma high schools show less need for remediation than
either group with 36.5 percent.
The financial costs associated with remediation are small in comparison to total higher education
budgets and are negligible when compared to the alternatives, which can range from falling levels
of degree attainment to employment in low paying jobs.
Remedial coursework enables underprepared high school students to learn the value of
achievement while acquiring the skills necessary to succeed in college-level work, and benefits
adult students who seek retraining at colleges and universities in their local communities.
Future reports will include results of an ACT study on the impact of course placement and
remediation in Oklahoma.
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58
Meeting of the
OKLAHOMA STATE REGENTS FOR HIGHER EDUCATION
February 21, 2003
AGENDA ITEM #12:
Student Preparation
SUBJECT:
Oklahoma High School Indicators Project. Reports required by 1989 legislation relating to
(1) high school to college-going rate by high school site, (2) performance of college
freshmen by high school site, and (3) ACT performance by high school site.
RECOMMENDATION:
It is recommended that the State Regents accept the report of the high school
Indicators project.
BACKGROUND:
In Senate Bill No. 183 from the 1989 legislative session, Section 13 set up a program designed to evaluate
the performance of individual schools and school districts in the state of Oklahoma. This program not only
required multiple types of evaluation by the State Department of Education, but also required that the
individual schools and districts be notified of these evaluations, and that the general public also be advised
as to the "effectiveness" of individual schools or districts.
ANALYSIS:
In response to the directive of SB 183, the State Regents will be providing four reports: (1) high school to
college-going rate by high school site; (2) headcount, semester hours, and grade point average of first-time
freshmen in fall semester by high school site; (3) mean ACT score of high school graduates by high school
site; and (4) remediation rates by high school site.
Three reports (High School to College-Going Rates for Oklahoma High School Graduates to Oklahoma
Colleges; Headcount, Semester Hours, and GPA Report; and Remediation Rates for Oklahoma High School
Graduates in Oklahoma Public Higher Education) are contained within this agenda. The remaining report
(mean ACT scores report) was presented at the December 5, 2002, State Regents’ meeting.
High School to College-Going Rates of Oklahoma High School Graduates
The report of high school to college-going rates of Oklahoma high school graduates includes each of the last
three high school graduate years (1999, 2000 and 2001) and a three-year average. It lists the following
information by county, district, and high school site: (1) the average number of high school graduates; (2)
the average number of high school graduates who went directly to college the following academic year,
which is known as the linear college-going rate; and (3) an average of the number of high school graduates
who attend college directly out of high school, plus the number who delay entry for one year or more, which
is known as the combined college-going rate. Over 57 percent of the 2001 Oklahoma high school graduates
went directly to college the following academic year. This represents the first increase after four
consecutive years of declines.
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Headcount, Semester Hour and GPA Report
The headcount, semester hour, and grade point average (GPA) report provides academic year headcount,
semester hour, and cumulative GPA information on 17, 18, and 19 year old first-time-entering freshmen.
For each county, district, and high school site the total headcount, total semester hours, headcount by GPA
(0.0-1.6, 1.7-1.9, 2.0-2.9, 3.0+), and semester hours by GPA are provided by individual public institutions of
higher education and higher education tier. Seventy two percent of the 2001-2002 college freshmen who
were 2000-2001 high school graduates earned a 2.0 or higher GPA their freshmen year.
Remediation Rates Report
This report describes 2000-2001 high school graduates who entered an Oklahoma public college or
university as new freshmen in the 2001-2002 academic year and their remedial course taking activity.
The total number of students in the 2001-2002 cohort who took at least one remedial course was 6,700,
representing 36.5 percent statewide. This represents an increase from the previous year. Mathematics
remediation continues to remain the highest rate with 32.0 percent of the first-time freshmen taking a
remedial mathematics course. The next highest remediation rate was 14.0 percent in English, followed by
5.2 percent in reading, and 2.7 percent in science. These figures do not sum to the state total remediation
rate because some students take more than one remedial course, but are counted only once in the state total.
In compliance with Senate Bill No. 183, the State Regents will transmit these reports to the Office of
Accountability upon approval.
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Meeting of the
OKLAHOMA STATE REGENTS FOR HIGHER EDUCATION
February 21, 2003
AGENDA ITEM #13:
Pathways to College
SUBJECT:
Pathways to College Initiative National Study Highlights Oklahoma GEAR UP
RECOMMENDATION:
This item is presented for State Regents’ information.
BACKGROUND:
In November, the Pathways to College Initiative released a national study of social marketing campaigns
entitled, “Capturing the College Potential of Students from Under-Served Populations: An Analysis of
Efforts to Overcome Social and Financial Barriers to College.” The report was prepared by
Communication Works, LLC, on behalf of Pathways and The College Board. The study analyzed over
200 different local, state, national and federal campaigns aimed at student preparation for college in both
the private and public sectors. The purpose of the study was to identify best practices that could inform
the Pathways Initiative on key elements needed in a national campaign aimed at the same college
preparatory audience. The State Regents’ GEAR UP program efforts were highlighted as a best practice
in this report.
The Pathways to College Network is an alliance of private and corporate foundations, nonprofits,
educational institutions, and the U.S. Dept. of Education. Launched in December 2000, the mission of the
Pathways Network is to focus research-based knowledge and resources on improving college preparation,
access, and success for under-served population, including low-income, underrepresented minority, and
first-generation students. The associations involved in Pathways represent regional, cultural, and national
interests.
The associations include:
• ACT, Inc.
• American Council on Education
• American Youth Policy Forum
• The ASPIRA Associations, Inc.
• The College Board
• Council for Opportunity in Education
• Education Commission of the States
• The Education Resources Institute
• Institute for Educational Leadership
• National Association for College Admission Counseling
• National Association for Secondary School Principals
• National College Access Network
• National Council for Community and Educational Partnerships
• National Urban League
• Pacific Resources for Education and Learning
• State Higher Education Executive Officers (SHEEO)
• University of California System - EMP Collaborative
• WICHE
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ANALYSIS:
Because the report analyzes a vast number of different campaigns nationwide, the report is lengthy.
Highlights of the report are included here with respect to Oklahoma; the full report is available upon
request.
Highlights of the Pathways Report:
“The best overall campaign we found has been taking place in Oklahoma for several years. The
Oklahoma State Regents for Higher Education is using its GEAR UP funding to conduct an extensive
communications effort aimed at a full range of target audiences necessary to achieve the goal of more
under-served students attending and completing college…” (p. 7, emphasis added).
“The state uses sophisticated market research to guide every aspect of its work, from identifying its target
audiences to developing messages and evaluating its impact…” (p. 7)
“States that instituted large media campaigns with direct outreach to students and parents (as
demonstrated by state initiatives in Oklahoma, Kentucky, and New Jersey) had the most ability to reach
broad audiences – with positive results.” (p. 50)
“Some states had no information on how many people they influenced. By contrast, few programs are as
thorough as Kentucky and Oklahoma in documenting their outreach.” (p. 51)
“Oklahoma State Regents for Higher Education: Public awareness efforts have receive multiple awards
and honors…The campaign has also yielded significant attention from local media, as indicated by
hundreds of clippings from local media outlets since the program’s initiation.” (p. 60)
“Oklahoma is a good example of how states are using GEAR UP funding.” (p. 64)
“State initiatives in Oklahoma, Kentucky, North Carolina, Texas, and Virginia are the most
comprehensive in helping under-represented students and their families take specific actions to make
college a reality. The strongest state initiatives buttress academic support and individual counseling with
messages delivered via advertising and the media.” (p. 68)
“Funding to support a coordinated national outreach effort is precarious in states and some federal
programs. All of the organizations noted that the aggressiveness of their outreach efforts depends on
resources, and states are cutting budgets…Oklahoma is using $2.5 million of its $20.5 million grant for
public awareness activities. Support for GEAR UP in the next authorization will be crucial if these
programs are to grow, mature, and have an impact.” (p. 69).
“ Within the Pathways Network, there are a few resources for successful research methods and
instruments, such as the Oklahoma State Regents and the National Council for Minorities in
Engineering.” (.p 70).
-------------------------------------------------------------------------------------------------------------------It is additionally important to note that Oklahoma’s GEAR UP program was included in this study as a
direct result of last April’s National Governors’ Association Center for Best Practices Learning Lab.
Staff are additionally being asked to present the model to a number of state and national audiences based
on the results of the report. The Pathways report is being disseminated to the nation’s public policy
groups, governmental agencies tied to education, and private foundations.
62
Meeting of the
OKLAHOMA STATE REGENTS FOR HIGHER EDUCATION
February 21, 2003
AGENDA ITEM #14-a:
Ruby N. Courtney Writer’s Scholarship Fund
SUBJECT:
Approval of Memorandum of Agreement
RECOMMENDATION:
It is recommended that the State Regents approve the attached memorandum of
agreement regarding the Ruby N. Courtney Writer’s Scholarship.
BACKGROUND:
In December, Mr. Gary P. Courtney of Davenport, Oklahoma presented a gift of $25,000 to establish an
endowed scholarship in memory of his late wife, Ruby N. Courtney. The endowment will provide
earnings sufficient to fund two scholarships annually in the amount of $500. One award will be for a
student at the University of Oklahoma, and one will be for a student at Oklahoma State University.
The attached memorandum of agreement formalizes the responsibilities of the State Regents’ office. Mr.
Courtney will select the scholarship recipients. The State Regents’ staff will assist in coordinating the
selection process, invest the scholarship funds, and disburse scholarship funds to the universities on
behalf of the recipients. The $25,000 is deposited in a State Regents’ scholarship account, 710-605. The
first awards will be made for the fall semester 2004.
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64
65
66
Meeting of the
OKLAHOMA STATE REGENTS FOR HIGHER EDUCATION
February 21, 2003
AGENDA ITEM #14-b:
Tulsa Reconciliation Education and Scholarship Program
SUBJECT:
Implementation of High School Scholarship Awards for Fall 2003
RECOMMENDATION:
It is recommended that the State Regents authorize the first high school awards for
the Tulsa Reconciliation Education and Scholarship.
BACKGROUND:
The 2001 Oklahoma Legislature passed the “1921 Tulsa Race Riot Reconciliation Act of 2001” which
created the Tulsa Reconciliation Education and Scholarship Program (TRESP). During the 2002 session,
the Legislature passed HB 2238 which amended the statutes creating the scholarship program. One of the
amendments authorized the State Regents to annually award scholarships to two senior students at each
high school in the Tulsa Public School District.
POLICY ISSUES:
The high school awards authorized by the 2002 amendments are intended to preserve “awareness of the
history and meaning of the civil unrest that occurred in Tulsa in 1921” [Title 70, Section 2623]. The
scholarship award amount is not to exceed the equivalent of average tuition at state system institutions.
ANALYSIS:
For FY2003, $50,000 from state appropriations was allocated to the TRESP Trust Fund that may be used
to fund the High School Scholarship awards. It is recommended that two $1,000 one-time scholarship
awards be authorized at each of the ten Tulsa high schools for a total cost of $20,000; the remaining funds
would be retained in the program trust fund for future scholarship expenses.
It is recommended that applications be distributed to the Tulsa Public School High Schools in early
March with nominations due back to the State Regents in time for their approval at the May 30 State
Regents meeting. The awards could be announced in time for the 82nd anniversary of the Tulsa riot on
May 31.
As established in statute, the eligibility criteria for the high school scholarships include:
 Enrollment in the appropriate high school
 Family income not to exceed $70,000 from taxable sources
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For the high school award, the statutes provide no preference criteria based on race, ethnicity, or status as
a direct lineal descendant of a person residing in the riot area in 1921.
The statutes also call for the State Regents to involve the administration of the Tulsa School District in
the selection process. It is recommended that the school district and/or the high school administration be
responsible for selecting nominees for the scholarships.
The ten Tulsa High Schools are:
1. Central High School
2. East Central High School
3. Thomas Edison Preparatory High School
4. Nathan Hale High School
5. Tulsa High School for Science and Technology
6. Memorial High School
7. Will Rogers High School
8. Booker T. Washington High School
9. Daniel Webster High School
10. Tulsa School of Arts and Sciences
68
Meeting of the
OKLAHOMA STATE REGENTS FOR HIGHER EDUCATION
February 21, 2003
AGENDA ITEM #15:
Legislation
SUBJECT:
Non-qualified Aliens
RECOMMENDATION:
It is recommended that the State Regents discuss, consider, and approve the
proposed resolution supporting a legislative resolution of issues concerning the
status of non-qualified aliens who apply for admission to State system institutions.
BACKGROUND:
Questions have arisen about the status, in public Oklahoma higher education, of persons who are not
lawfully resident in the United States. Often referred to as illegal aliens in common parlance, these are
persons who are not “qualified aliens” in federal immigration law terminology. The children of illegal
aliens, not lawfully in the country themselves, have a constitutional right to a K-12 education, according
to a 20-year-old- U. S. Supreme Court ruling. However, their legal status with respect to higher education
remains uncertain.
At this point, it is unclear how many undocumented students attend State System institutions. There is
anecdotal evidence that the numbers of undocumented students in Oklahoma high schools is high
(approximately 5,000-6,000). There are also reports that many of these students are high achievers who
are in all other respects well-qualified for admission to State System institutions.
It is very clear that such students are not entitled to federal financial aid. It is equally clear that such
students are not entitled to state-based financial aid, and in-state tuition, unless a State passes a law
affirmatively and expressly authorizing such assistance.
Two bill addressing this subject have been introduced in the current session of the Oklahoma Legislature:
HB 1559 by Rep. Calvey (R-Midwest City) and SB 594 by Senator Leftwich (D-Oklahoma City). The
Calvey bill has been voted out of committee in the House.
POLICY ISSUES:
Constitutionally, setting standards for admission to State System institutions is the exclusive prerogative
of the State Regents. Neither the Constitution nor Oklahoma statutes confer express authority on the
State Regents to determine residency standards for students in the State System. The Oklahoma
Legislature has traditionally (and implicitly) deferred to the State Regents in this arena. Of course, issues
pertaining to American citizenship are within the sole authority of the U. S. Congress.
The SR residency policy contains two statements, somewhat at odds with each other:
69
A resident of Oklahoma is a person who “has been in the state for at least a year primarily
as a permanent resident and not merely as a student.” “A resident of Oklahoma is one
who has lived continuously for at least 12 months duration and whose domicile is in
Oklahoma.” SRHE, Policies and Procedures, II-2-101.
“An individual who is not a United States national may become eligible for classification
as an Oklahoma resident provided that he/she holds permanent resident status as defined
by the Immigration and naturalization Service, evidenced by whatever documents may be
required under applicable federal law.” Id., II-2-102
However, under applicable federal law, the issues regarding the status of non-qualified aliens may be
resolved only by state legislatures.
ANALYSIS:
Approval of the proposed resolution is supported by the following considerations:
1. Students are almost universally in this status (non-qualified) through no actions of their own.
2. Under current law, students who have a constitutional right to a K-12 education may well be
denied access to higher education, to their detriment and to the detriment of society at large.
3. Under current law, institutions are provided insufficient guidance with respect to the admittance
of such students.
4. Legislation adopted in accordance with the resolution would not diminish access to higher
education for bona fide Oklahoma residents.
5. Legislation adopted in accordance with the resolution would be unlikely to have a substantial
impact on financial aid opportunities for bona fide Oklahoma residents.
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72
Meeting of the
OKLAHOMA STATE REGENTS FOR HIGHER EDUCATION
February 21, 2003
AGENDA ITEM #16-a:
Economic Development
Not Available Electronically.
73
74
Meeting of the
OKLAHOMA STATE REGENTS FOR HIGHER EDUCATION
February 21, 2003
AGENDA ITEM #16-b:
Economic Development
Not Available Electronically.
75
76
Meeting of the
OKLAHOMA STATE REGENTS FOR HIGHER EDUCATION
February 21, 2003
AGENDA ITEM #17:
Grants
SUBJECT:
Acceptance of Grants
RECOMMENDATION:
It is recommended that the State Regents accept the grants as detailed below:
BACKGROUND/POLICY ISSUES:
The State Regents are authorized (70:3206) to “accept Federal grants and use the same in accordance with
Federal requirements; and accept and disburse grants, gifts, devises, bequests and other monies and
property from foundations, corporations and individuals. . .”
ANALYSIS:
The following grants have been received by the State Regents. It is recommended that the State Regents
receive the funds and authorize their disbursement consistent with applicable grant requirements.
Grantor
Project
Amount
Lumina Foundation for Education
College Goal Sunday. A three-year project with
funding to support College Goal Sunday for
2003-2005 in Oklahoma. Funding will be used
for site, assembly, and information campaign
expenses. Over 30 sites will be available
statewide on February 9 to provide assistance
for students/parents on filling out financial aid
application forms, talking to student financial
aid advisors, learning about financial options,
and getting information preparing for college.
$ 180,000.00
Campus Compact
Project 540 (State Department of Education)
and VOICE (State Regents) grant supplement.
The supplemental award will link high school
students with selected colleges for activities the
week of February 17-22. (See agenda item 17f(3).
2,460.00
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78
Meeting of the
OKLAHOMA STATE REGENTS FOR HIGHER EDUCATION
February 21, 2003
AGENDA ITEM #18-a:
EPSCoR
SUBJECT:
Appointment of members to the Oklahoma EPSCoR Advisory Committee
RECOMMENDATION:
It is recommended that the State Regents approve the appointment of individuals to
the EPSCoR Committee, effective March 1, 2003, with additional members to be
recommended.
BACKGROUND:
The State Regents have currently eight standing advisory committees to the Chancellor, of which two are
created by statute and the others established by State Regents’ action. 70 O.S. 2001, §3230.1 et seq.
establishes the EPSCoR Committee as an advisory committee to the State Regents. The Student
Advisory Board is the other statutory committee.
The purpose of the EPSCoR committee is to promote cooperative research efforts among public and
private universities in Oklahoma; promote private sector involvement in university research and
encourage technology transfer; promote human resource development in science and engineering within
the Oklahoma State System of Higher Education; recommend research projects when only a limited
number may be submitted by the State of Oklahoma; and appoint the EPSCoR director. Prior to
legislative action, an ad hoc committee had performed the above functions.
The statutes provide that the Regents shall appoint members of the EPSCoR Advisory Committee to
include: 1) representatives of the state’s universities and colleges; 2) representatives of private research
entities located in Oklahoma; 3) representatives of private businesses; 4) residents of Oklahoma whose
contribution will enhance the goals of the Committee; and 5) a representative of the Oklahoma Center for
the Advancement of Science and Technology. Additional committee members are to be appointed by the
Governor, the President Pro Tempore of the Senate and the Speaker of the House of Representatives.
Eight federal agencies have EPSCoR or similar programs to encourage the development of competitive
sponsored research in states that have historically had little federally sponsored research. The federal
agencies are the National Science Foundation, the National Institutes of Health, the Environmental
Protection Agency, the Department of Energy, the Department of Defense, the National Aeronautics and
Space Administration, the United States Department of Agriculture and the Department of Commerce.
Oklahoma is one of 23 states that participate in a program at one or more federal agency.
POLICY ISSUES:
Development of State Regents’ policy on EPSCoR and research match is a current staff project.
Appointment of the additional committee members will facilitate policy development. Advisory
Committee Bylaws have been posted at the State Regents’ meeting of February 21, 2003.
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ANALYSIS:
Chancellor Risser recommends that members be appointed to the EPSCoR Advisory Committee for the
terms indicated below. Current membership includes members of the private sector, the President of the
Oklahoma Center for the Advancement of Science and Technology and the Vice Presidents for Research
of The University of Oklahoma Norman and Health Sciences Center campuses, Oklahoma State
University and the Oklahoma Medical Research Foundation, the President of the University of Oklahoma
– Tulsa, and the Dean of the College of Agriculture for Oklahoma State University. The proposed
additional membership includes new members as representatives of Cameron University and Langston
University.
Name
Dr. Cindy Ross
Dr. Sonya Williams
Affiliation
Term Exp (yr)
President, Cameron University
2005
Associate Professor, Langston University 2005
The Chancellor has solicited appointments from the Governor, the Speaker of the House of
Representatives and the President Pro Tempore of the Senate. Membership has also been solicited from
the
80
Meeting of the
OKLAHOMA STATE REGENTS FOR HIGHER EDUCATION
February 21, 2003
AGENDA ITEM #18-b:
EPSCoR
SUBJECT:
Posting of the Oklahoma EPSCoR Committee Bylaws
RECOMMENDATION:
It is recommended that the State Regents approve for posting the Oklahoma
EPSCoR Bylaws.
BACKGROUND:
70 O.S. 2001, §3230.1 et seq. establishes the Oklahoma EPSCoR Committee as an advisory committee to
the State Regents. The purpose of the EPSCoR committee is to promote cooperative research efforts
among public and private universities in Oklahoma; promote private sector involvement in university
research and encourage technology transfer; promote human resource development in science and
engineering within the Oklahoma State System of Higher Education; recommend research projects when
only a limited number may be submitted by the State of Oklahoma; and appoint the EPSCoR director.
Eight federal agencies have EPSCoR or similar programs to encourage the development of competitive
sponsored research in states that have historically had little federally sponsored research. The federal
agencies are the National Science Foundation, the National Institutes of Health, the Environmental
Protection Agency, the Department of Energy, the Department of Defense, the National Aeronautics and
Space Administration, the United States Department of Agriculture and the Department of Commerce.
Oklahoma is one of 23 states that participate in a program at one or more federal agency.
POLICY ISSUES:
Development of State Regents’ policy on EPSCoR and research match is a current staff project. The core
of the EPSCoR Committee was appointed by the State Regents at their meeting of November 1, 2002
with additional appointments recommended for approval at their meeting of February 21, 2003.
ANALYSIS:
The proposed EPSCoR Committee Bylaws provides formalized guidelines reflective of current Oklahoma
statute establishing the Oklahoma EPSCoR Committee and its purpose. In addition, the bylaws provide
specific language relevant to membership terms, meeting quorums and the appointment of subcommittees
not defined in statute. The proposed bylaws are presented with the approval of the Oklahoma EPSCoR
Committee.
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Oklahoma EPSCoR Committee Bylaws
ARTICLE I - IDENTIFICATION
Section 1. Committee:
As codified at 70 O. S. 2001, §§3230.1 through 3230.4, the Oklahoma EPSCoR Committee is an advisory
body to the Oklahoma State Regents for Higher Education (OSRHE), which is the funding agency for the
State share of matching requirements for the initiative known as the Experimental Program to Stimulate
Competitive Research (EPSCoR), related but not limited to the National Science Foundation, the
Department of Defense, the Department of Energy, the National Institutes of Health Institutional
Development Award (IDeA) Program, the National Aeronautics and Space Agency, the United States
Department of Agriculture Strengthening Program and the Environmental Protection Agency.
Section 2. Offices:
The EPSCoR offices are located at Oklahoma State University and at the OSRHE in Oklahoma City.
ARTICLE II - PURPOSE
Section 1: Statement of Purpose:
The purpose of the Oklahoma EPSCoR Committee is, through a partnership of higher education
institutions, industry and state government, to enhance scientific and engineering research and
development conducted at universities in the state of Oklahoma and thereby to enhance the success of
Oklahoma researchers in federal award competitions.
Section 2: Powers:
The EPSCoR Committee shall recommend to the OSRHE research projects requiring state matching
funds and other research and systemic initiatives consistent with the goals of the EPSCoR Committee.
The EPSCoR Committee shall also achieve the purpose in Section 1 by
Promoting cooperative research efforts among public and private universities and research
foundations in Oklahoma;
Identifying niche and emerging opportunities for research and development;
Promoting private sector involvement in university research and encouraging technology transfer;
Promoting human resource development in science and engineering within the Oklahoma State
System of Higher Education;
Cultivating broad based support for scientific research and education and State government policies
that support increased competitiveness;
Appointing the State EPSCoR Director; and
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Undertaking other efforts as appropriate.
ARTICLE III - COMMITTEE
Section 1. Membership:
The Oklahoma EPSCoR Committee shall be composed of members appointed by the OSRHE in
accordance with 70 O. S. 2001, §§3230.1 through 3230.4.
Terms will expire on December 31 of the year indicated by the OSRHE appointment action.
In the event a vacancy occurs, the OSRHE Chancellor may appoint a replacement member on an interim
basis to a term that will expire on December 31 of the year in which the interim appointment is made.
Section 2. Committee Chair
The OSRHE Chancellor shall serve as the Committee Chair with voting rights.
ARTICLE IV - MEETINGS
Section 1. Time:
Meetings of the Committee shall be held at the call of the Chair or whenever any five members so
request. At a minimum, the members shall meet twice a year.
Section 2. Quorum:
Forty percent of the total membership shall constitute a quorum for the transaction of business. No
vacancy in the membership shall impair the right of a quorum.
At any time that a member cannot attend a meeting, he or she may designate an alternate
representative by informing the Chair on or before the day of the meeting. The alternate shall
have voice but no voting rights.
Members may be present by means of telephone conference calls.
Section 3. Minutes:
The committee shall keep minutes of its meetings.
Section 4. Conduct of Meetings:
The meetings of the committee shall be conducted according to Robert's Rules of Order.
ARTICLE V - SUBCOMMITTEES
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The committee may designate subcommittees to serve as may be necessary to carry out the
purposes of the EPSCoR Committee.
For the purpose of selecting projects for submission to agencies designated in Article 1, Section 1, where
the number of proposals is limited on a statewide basis and the agency solicitation identifies the State
EPSCoR Committee as the body charged to select proposals from within the State, the State EPSCoR
Director shall name a project selection subcommittee. The State EPSCoR Director may include members
of the State EPSCoR Advisory Committee and/or others whose expertise may be helpful in project
selection. The membership shall be representative of the participating universities and research
foundations.
Subcommittees may also be appointed for other purposes.
Chairperson.
The members shall be named by the
ARTICLE VI - ANNUAL REPORT
Following the close of each state fiscal year, the committee will submit an annual report of its
activities for the preceding year to the OSRHE.
ARTICLE VII - AMENDMENTS TO BYLAWS
These bylaws may be altered, amended, or repealed and new bylaws may be adopted by the OSRHE.
84
Meeting of the
OKLAHOMA STATE REGENTS FOR HIGHER EDUCATION
February 21, 2003
AGENDA ITEM #19-a (1):
Program Modification
SUBJECT:
Approval of institutional requests.
RECOMMENDATION:
It is recommended that the State Regents approve modifications to existing
programs, as described below.
BACKGROUND:
University of Oklahoma
1 degree program requirements change
Northeastern State University
3 option additions
3 degree designation changes
6 degree program requirement changes
Northwestern Oklahoma State University
1 degree program requirements change
Northern Oklahoma College
1 option addition
POLICY ISSUES:
These actions are consistent with the State Regents’ “Policy Statement on Program Approval.”
ANALYSIS:
OU – Master of Human Relations in Human Relations (329)
Degree program requirement changes:
 increase the total credit hours from 34 to 36;
 decrease the maximum total hours of transfer credit and graduate credit from other OU
programs from 10 credit hours to 9;
 require all core courses to carry 3 credit hours;
 changes will insure sufficient human relations and core course work;
 no courses will be added or deleted; and
 no new funds required and no funds available for reallocation.
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NSU – Bachelor of Business Administration in Accounting (001)
Option additions:
 add “public accounting,” “managerial accounting,” and “financial planning” options;
 new options provide specialization areas for students wishing to pursue the Certified Public
Accountant (CPA) certificate, Certified Management Accounting (CMA) certificate, or
Certified Financial Planner (CFP) designation;
 delete ACCTG 4503 Auditing from core requirements and increase accounting electives from
6 to 9 hours;
 total credit hours remain the same;
 no new courses will be added; and
 no new funds required and no funds available for reallocation.
NSU – Bachelor of Arts in Education in Music – Combination Instrumental/Vocal (061)
– Bachelor of Arts in Education in Music – Instrumental (062)
– Bachelor of Arts in Education in Music – Piano or Vocal (063)
Degree designation and program requirement changes:
 change degree designation from bachelor of arts in education to bachelor of music education;
 revise degree requirements sheet to reflect institutional practice, which requires students
participate in 7 hours of ensemble not previously counted in the total hours required for the
major or the degree;
 revised requirements will align more closely with National Association of Schools of Music
accreditation standards, which specify 50 percent of total coursework must be in music;
 program now accurately reflects degree requirements of 78 hours for Instrumental/Vocal
degree (061), 72 hours for Instrumental degree (062), and 70 hours for Piano or Voice degree
(063). Course requirements sheets reflect corresponding increases in the total credit hours to
151 (from 143) for Instrumental/Vocal, to 145 (from 134) for Instrumental, and to 143 (from
136) for Piano or Vocal; and
 no new funds required and no funds available for reallocation.
NSU – Bachelor of Arts in Spanish (082)
Degree program requirement changes:
 change major from 40 hours to 39, while increasing free electives by 1 credit hour, thereby
keeping total number of credit hours the same;
 remove introductory Spanish courses from required courses; add Spanish Capstone 4993 and
3 hours of linguistics, Cherokee, French, or German to the requirements; and expand Spanish
electives to include more upper-division courses;
 revisions will increase rigor and facilitate student transfer into this program;
 no courses will be added or deleted; and
 no new funds required and no funds available for reallocation.
NSU – Bachelor of Arts in Education in Spanish (083)
Degree program requirement changes:
 change major from 40 hours to 39, while increasing the free electives by 1 credit hour,
thereby keeping total number of credit hours the same;
 remove introductory Spanish courses from required courses; reduce Other Foreign Languages
requirement from 5 hours to 3 hours from linguistics, Cherokee, French, German, or TESOL
practicum;
 revisions will increase rigor and will facilitate student transfer into this program;
86


no courses will be added or deleted; and
no new funds required and no funds available for reallocation.
NSU – Master of Arts in Communication (106)
Degree program requirement changes:
 add a thesis option for the degree for students planning to pursue a doctoral degree;
 remove the English component from the degree, allowing greater specialization in speech and
mass communications;
 add MC 5103/SPCH 5103 Research Methods in Communication as a required course;
 reduce number of 4000-level courses permitted for the degree from 18 hours to 9;
 13 new courses and 6 thesis hours will be added;
 total credit hours remains the same; and
 no new funds required and no funds available for reallocation.
NWOSU – Bachelor of Science in Accounting (001)
Degree program requirement changes:
 add ACCT 3153 Cost Accounting and MRKT 3043 Principles of Marketing as required
courses;
 require students to complete all “major/minor” coursework in this field, thus increasing total
credit hour requirement from 48 to 75;
 increased core requirements better prepare students for the CPA exam and a career in
accounting;
 no new courses are added; and
 no new funds required and no funds available for reallocation.
NOC –Associate in Applied Science in Industrial Technology (082)
Option addition:
 add “ power generation” option;
 degree requirements include 18 hours of general education and 42 hours of technicaloccupational specialty credit, totaling 60 credit hours;
 new option was developed in partnership with OGE Energy Corporation to provide an
opportunity for their employees to earn an associate in applied science degree;
 OGE employees will take general education courses at NOC and receive technicaloccupational apprenticeship training at OGE in the areas of Operations, Instrumentation and
Control, Electrical, and Mechanics;
 extrainstitutional credit will be awarded based on certified coursework at OGE facilities,
performance, and exams;
 no new courses are added; and
 no new funds required.
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88
Meeting of the
OKLAHOMA STATE REGENTS FOR HIGHER EDUCATION
February 21, 2003
AGENDA ITEM #19-a (2):
Program Modification
SUBJECT:
Ratification of approved institutional requests.
RECOMMENDATION:
It is recommended that the State Regents ratify the approved modifications to
existing programs, as described below.
BACKGROUND:
Northwestern Oklahoma State University
3 program requirement changes
Southwestern Oklahoma State University
3 program requirement changes
POLICY ISSUES:
These actions are consistent with the State Regents’ “Policy Statement on Program Approval.”
ANALYSIS:
NWOSU – Bachelor of Science in Business Administration (007)
Program requirement changes:
 restructure required courses, decreasing number of credit hours from 48 to 45;
 total credit hours to complete the degree remain the same;
 changes in required courses will prepare students for a global business environment and
improve students’ quantitative abilities;
 no courses added or deleted; and
 no new funds required and no funds available for reallocation.
NWOSU – Bachelor of Science in Business Education (008)
Program requirement changes:
 restructure required courses;
 total credit hours remain the same;
 no courses added or deleted; and
 no new funds required and no funds available for reallocation.
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NWOSU – Bachelor of Science in E-Commerce (063)
Program requirement changes:
 revise major from 48 hours of required courses and zero electives to 33 hours required and 15
credit hours electives;
 reorganize core and elective courses;
 delete computer laboratory requirement;
 total credit hours remain the same;
 no courses are added or deleted; and
 no new funds required and no funds available for reallocation.
SWOSU – Bachelor of Arts in Chemistry (104)
Program requirement changes:
 restructure required courses and electives;
 revised coursework better prepares students for jobs in analytical or quality control
laboratories, graduate school, or medical/dental school;
 total credit hours remain unchanged;
 no courses added or deleted; and
 no new funds required and no funds available for reallocation.
SWOSU – Bachelor of Science in Chemistry (105)
Program requirement changes:
 restructure required courses and electives;
 revisions reflect updated graduate school and employer expectations for analytical and
molecular modeling competencies and better prepare students for later chemistry coursework;
 total credit hours remain unchanged;
 no courses added or deleted; and
 no new funds required and no funds available for reallocation.
SWOSU – Bachelor of Science in Chemistry (Professional) (106)
Program requirement changes:
 restructure required courses and electives;
 revisions will better prepare students for admission to and success in graduate school;
 total credit hours remain unchanged;
 no courses added or deleted; and
 no new funds required and no funds available for reallocation.
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Meeting of the
OKLAHOMA STATE REGENTS FOR HIGHER EDUCATION
February 21, 2003
AGENDA ITEM #19-a (3):
Program Reinstatement
SUBJECT:
Ratification of approved institutional request to reinstate a suspended degree program.
RECOMMENDATION:
It is recommended that the State Regents ratify the approved institutional request to
reinstate a suspended academic program, as detailed below.
BACKGROUND:
The University of Oklahoma (OU) requests authorization to reinstate the Master of Natural Science (181),
which was suspended in February 2002.
In accordance with policy, no students were recruited or admitted to the program during suspension, and
the program was not listed in the college catalog.
POLICY ISSUES:
This action is consistent with the State Regents’ “Policy Statement on Program Review,” which stipulates
that suspended degree programs must be reinstated or deleted within three years or other specified time
period designated at the time of suspension.
ANALYSIS:
OU developed the degree for students who hold a valid Oklahoma Standard Science Teaching Certificate
and wish to enhance their training and credentials. Collaboration between College of Education faculty
and College of Arts and Sciences faculty is consistent with the institution’s emphasis on interdisciplinary
cooperation and activities. Delivery of this program does not require additional resources, because
courses are already being offered by faculty in the natural sciences and science education. College of
Education faculty will work with natural sciences faculty to develop a plan for increasing enrollment.
It is understood that with this action, OU is authorized to recommence program advertising, recruitment,
and admission. Consistent with its classification and status, this program will be placed on the regular
program review cycle.
Authorization was granted by the Chancellor for the above request.
requested.
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State Regents’ ratification is
92
Meeting of the
OKLAHOMA STATE REGENTS FOR HIGHER EDUCATION
February 21, 2003
AGENDA ITEM #19-b:
Cooperative Agreement
SUBJECT:
Ratification of approved institutional request for cooperative agreements.
RECOMMENDATION:
It is recommended that the State Regents ratify Redlands Community College’s
(RCC) request for cooperative agreements, as detailed below.
BACKGROUND:
In 1988, the State Regents approved the “Guidelines for Approval of Cooperative Agreements Between
Technology Centers and Colleges.” The policy was designed to expand Oklahomans’ educational
opportunities and to encourage colleges and technology centers to develop resource-sharing partnerships.
The policy guides the creation of cooperative agreements between Oklahoma’s colleges and technology
centers. Currently, 309 cooperative agreements (involving 118 associate in applied science programs) are
offered through 18 colleges and 29 career technology centers (CTC) and 2 out-of-state CTC’s.
At the January 24, 1997 meeting, the State Regents approved revisions to the Cooperative Agreement
Policy that allow high school students meeting specified requirements to enroll in cooperative
agreements.
RCC requests authorization for cooperative agreements with Caddo Kiowa Technology Center (CKTC)
and Canadian Valley Technology Center (CVTC), including both the Chickasha and El Reno campuses.
These cooperative agreements will allow students to receive college credit for coursework completed at
CKTC and CVTC toward the Associate in Applied Science in Business Administration Technology
(058).
POLICY ISSUES:
This action is consistent with the State Regents’ “Guidelines for Approval of Cooperative Agreements.”
ANALYSIS:
RCC requests authorization to establish cooperative agreements whereby students may earn up to 45
credit hours toward the Associate in Applied Science (AAS) in Business Administration Technology
(058) for coursework completed at CKTC and CVTC. These agreements will replace cooperative
agreements that existed under the AAS in Administrative Management and Technology (037), which was
deleted at the December 5, 2002 State Regents’ meeting. RCC was authorized to fold curricula from the
deleted program into the AAS in Business Administration Technology (058) at the same State Regents’
meeting.
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It is understood that general education courses required for this degree program will not be offered as part
of the agreements, and high school students will be permitted to enroll in accordance with State Regents’
policy.
Institutional and CTC faculty and staff will serve on oversight and evaluation committees for the
cooperative agreements. The committees will meet at least annually to review course content, relevance,
and instructional methods as related to the established course and program competencies.
Approval was granted by the Chancellor. State Regents’ ratification is requested.
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Meeting of the
OKLAHOMA STATE REGENTS FOR HIGHER EDUCATION
February 21, 2003
AGENDA ITEM #19-c (1):
Programs-Electronic Delivery
SUBJECT:
Approval of institutional requests for “best practices” review schedule extension.
RECOMMENDATION:
It is recommended that the State Regents approve institutional requests to extend
the “best practices” review schedules for existing degree programs, as detailed
below.
BACKGROUND:
At the December 1, 2000 meeting, the State Regents approved Oklahoma State University’s (OSU)
request to offer the Master of General Agriculture (302) and Master of Science in Agriculture Education
(008) via electronic media with the stipulation that continuation of the electronic offerings beyond spring
2003 would depend upon the successful completion of “best practices” reviews prior to December 15,
2002. OSU requests authorization to extend the best practice review schedule for these programs to
September 1, 2003.
At the State Regents’ June 30, 2000 meeting, Oklahoma Panhandle State University (OPSU) was
authorized to offer the Bachelor of Science in Nursing (053) via electronic media with the stipulation that
continuation of the electronic offering beyond spring 2003 would depend upon the successful completion
of a “best practices” review prior to December 15, 2002. OPSU requests authorization to extend the best
practice review schedule for this program to December 15, 2003.
POLICY ISSUES:
These actions are consistent with the State Regents’ “Policies and Procedures Pertaining to the
Electronic Delivery of Courses and Programs.”
ANALYSIS:
OSU requests extension of the review schedules for these programs, because the review process is
incomplete. In 2001, OSU staff delayed the review due to the small number of students served through
electronic delivery. Additional students have since matriculated and the review is underway. Institutional
officials estimate that the review process will be completed by September 1.
OPSU requests an extension of the review schedule to allow adequate time for the “best practices” review
process. Due to several extenuating circumstances, including personnel changes within the nursing
department and in campus leadership, the “best practices” review process was not initiated within the
timeline prescribed by the State Regents in June 2000. Institutional officials estimate that the review
process will take at least one year to complete. State Regents’ staff will assist OPSU staff in the
benchmarking efforts as appropriate.
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96
Meeting of the
OKLAHOMA STATE REGENTS FOR HIGHER EDUCATION
February 21, 2003
AGENDA ITEM #19-c (2):
Programs-Electronic Delivery
SUBJECT:
Northeastern State University (NSU). Acceptance of “best practices” review and
approval of request for continuing authorization to offer a degree program via electronic
delivery.
RECOMMENDATION:
It is recommended that the State Regents accept the “best practices” review and
grant continuing approval to NSU to offer the Bachelor of Science in Nursing (104)
(BSN) via electronic media.
BACKGROUND:
At the May 26, 2000 meeting, the State Regents granted provisional approval to NSU to offer the
Bachelor of Science in Nursing (104) via electronic media. Continuing approval of the electronic offering
was contingent upon NSU completing a “best practices” review prior to December 15, 2002. The report,
entitled Best Practices in Online in Interactive Television Delivery, was received December 23, 2002.
POLICY ISSUES:
This action is consistent with the State Regents’ “Policies and Procedures Pertaining to the Electronic
Delivery of Courses and Programs,” which requires institutions to complete a “best practices” review for
programs delivered via electronic media in order to receive continuing approval.
ANALYSIS:
The Bachelor of Science in Nursing is designed specifically to extend advanced educational opportunities
for students who already hold an associate degree or diploma in nursing. Offering this program via
electronic media provides access to registered nurses in rural Oklahoma, where traditional on-campus
instruction is unavailable.
NSU began offering nursing courses through electronic media to select locations in spring 1998.
Offerings have expanded in the number of courses offered electronically, the number of locations served
via interactive video (ITV), and the delivery methods used. Nursing courses are offered via ITV, online
(Internet-based courses), and through “hybrid” approaches that combine the two delivery methods.
Locations served using ITV include Broken Arrow, Miami, Ponca City, and Poteau, Oklahoma.
The “best practices” review for the BSN included benchmarks and guidelines from a number of sources,
including the Higher Learning Commission of the North Central Association of Colleges and Schools
(NCA), the Southern Regional Education Board’s Distance Learning Policy Laboratory, and the Institute
for Higher Education Policy. Additionally, data were collected and analyzed using a survey instrument
specifically suited to the review – the Evaluation of Educational Uses of the Web in Nursing (EEUWIN).
97
Best practice sites surveyed included the University of Indiana, Florida Gulf Coast University, and other
state system institutions offering nursing courses and/or programs through electronic media. The survey
process included visits and analysis of online sites, sample courses, telephone interviews, and attendance
at formal presentations at national conferences.
The report indicates that institutional efforts are resulting in positive outcomes, comparing NSU student
responses to the national data collected through EEUWIN. Student responses and satisfaction levels
appear to be consistently above the national means. Sub-scales of the EEUWIN survey include measures
related to adequacy of feedback, student interaction, professionalism, and other areas. Student
achievement, retention, and satisfaction levels are high for the BSN.
Although the data indicate positive responses, NSU is committed to improvement in each of the
benchmark areas. The report provides explicit plans related to seven benchmark variables: student
satisfaction, student interaction and participation, student learning, student access to instructors, EEUWIN
benchmarks, teaching strategies, and course development. The plans include expected actions, time
frames for the actions and activity, and anticipated outcomes.
Based on staff analysis of the “best practices” review report, this program meets the criteria for
continuing approval as outlined in the State Regents’ Electronic Media Policy. Continued authorization
of the electronic offering is recommended.
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Meeting of the
OKLAHOMA STATE REGENTS FOR HIGHER EDUCATION
February 21, 2003
AGENDA ITEM #19-d:
Capital
SUBJECT:
Ratification of Capital Allotments for FY2003.
RECOMMENDATION:
It is recommended that the State Regents ratify the capital allotments made during the period of
November 20, 2002, through February 3, 2003.
BACKGROUND:
The Chancellor has been authorized by the State Regents to approve routine changes and allot funds for
capital projects subject to ratification at the next scheduled meeting. A listing summarizing allotments for
the period November 20, 2002, through February 3, 2003, is attached. This listing is provided to the
Regents for ratification.
POLICY ISSUES:
State Regents’ Delegation of Authority Policy (II-1-25.1) authorizes the Chancellor to approve routine
changes to capital projects and to allot funds for capital projects.
ANALYSIS:
The attached listing includes allotments made from State Funds, Section 13/New College Funds and
Section 13 Offset Funds. The total amount of capital allotments made for this period is $8,868,240. This
total is represented by $2,453,102 in Section13/New College allotments and $6,415,138 in State Fund
allotments.
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100
101
102
103
104
Meeting of the
OKLAHOMA STATE REGENTS FOR HIGHER EDUCATION
February 21, 2003
AGENDA ITEM #19-e:
Agency Operations
Not Available Electronically
105
Not Available Electronically
106
Not Available Electronically
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108
Meeting of the
OKLAHOMA STATE REGENTS FOR HIGHER EDUCATION
February 21, 2003
AGENDA ITEM #19-f (1):
Grants
SUBJECT:
College Goal Sundaysm/GEAR UP
RECOMMENDATION:
It is recommended that the State Regents ratify the mini-grants to institutions as
outlined below.
BACKGROUND:
To maximize the local impact of the College Goal Sunday program, the State Regents’ GEAR UP
program offered $500 mini grants to participating public and private institutions serving as College Goal
Sunday Sites. Each institution’s public information officer submitted a local marketing plan by midDecember to build on overall programmatic marketing for the Cash for College and College Goal Sunday
events. The mini grants add to each institution’s ability to develop specialized marketing and outreach
activities that best fit their local communities.
ANALYSIS:
The institutions receiving mini grants to date include:
East Central University
Langston University--Oklahoma City Campus
Murray State College--at Ardmore Higher Education Center
Murray State College
Northern Oklahoma College
Northern Oklahoma College--Enid Campus
Northeastern State University
Northeastern State University--Broken Arrow Campus
Northwestern Oklahoma State University
Oklahoma Panhandle State University
Oklahoma State University-Okmulgee
Oklahoma State University
Oklahoma State University-Oklahoma City
Oklahoma State University-Tulsa
Redlands Community College
Rogers State University
Seminole State College
Southeastern Oklahoma State University
Southwestern Oklahoma State University
Southwestern Oklahoma State University--Sayre
Tulsa Community College
109
University of Sciences and Arts
University of Oklahoma
Western Oklahoma State College
Private Institutions and Institutional Foundations receiving mini grants include:
Cameron University Foundation
Oklahoma Wesleyan University
Oral Roberts University
Saint Gregory's University
University of Tulsa
110
Meeting of the
OKLAHOMA STATE REGENTS FOR HIGHER EDUCATION
February 21, 2003
AGENDA ITEM #19-f (2):
Minority Teacher Recruitment Center
SUBJECT:
Approval of grants to fund teacher recruitment projects at: Oklahoma State University
and the University of Central Oklahoma.
RECOMMENDATION:
It is recommended that the State Regents approve allocation for the Teacher
Recruitment grants in the amount of $ $6,500.00.
BACKGROUND:
Each year, teacher preparation programs at State System institutions provide both new and recurring
conferences and activities designed to enhance the image of teaching and to assist in recruitment efforts.
The following grants are recommended for funding:
University of Central Oklahoma
 Multicultural Institute - Several education associations, universities and school districts combine
resources to bring nationally–known keynote speakers and presenters to speak about critical
issues and concerns related to the challenges and rewards of living and teaching in a culturally
diverse society. This year the conference hopes to include teachers from Nicaragua as well as
high school students with an interest in the teaching profession. Two hundred and fifty
participants are expected. The Minority Teacher Recruitment Center has supported this
conference for the past eight years.
Oklahoma State University
 Celebration of Teaching Conference - This annual conference features Oklahoma’s Teacher of
the Year, National Board certified teachers, and Teacher of the Year candidates. The conference
seeks to encourage academically talented students to enter the teaching profession, foster
mentoring between students and teachers, and give Oklahoma Teacher Cadets the opportunity to
experience the university. This year the conference will also feature the National Teacher of the
Year. Three hundred teachers and students are expected. The Minority Teacher Recruitment
Center has supported this conference for the past five years.
POLICY ISSUES:
The Minority Teacher Recruitment Center has a legislative directive (HB2557) to provide and coordinate
“…support services to teacher training programs in the state institution of higher education” and to create
activities which “…enhance the image of the teaching profession.”
ANALYSIS:
111
The Minority Teacher Recruitment Center Advisory Committee recommends the following institutions be
funded for teacher recruitment grants in the amount cited below:
University of Central Oklahoma
Oklahoma State University
TOTAL
$3,000.00
$3,500.00
$6,500.00
The total funds will come from the Minority Teacher Recruitment Center budget.
112
Meeting of the
OKLAHOMA STATE REGENTS FOR HIGHER EDUCATION
February 21, 2003
AGENDA ITEM #19-f (3):
Grants
SUBJECT:
Acceptance of additional grant funds for the Oklahoma Campus Compact.
RECOMMENDATIONS:
It is recommended that the State Regents accept and authorize disbursement of
additional grant funds in the amount of $2,460 as described below.
BACKGROUND:
In June 2002 the State Regents, on behalf of the Oklahoma Campus Compact, accepted $100,000 for a
Student Civic Engagement grant awarded by National Campus Compact and funded by Pew Charitable
Trusts. The grant will advance student civic engagement through the work of students at college
campuses across the country. Oklahoma’s initiative is called, “Vocal Oklahomans in Civic Engagement”
(VOICE). The first year of the grant culminates in the “Raise Your Voice – A Week of Action” (Raise
Your Voice) scheduled February 17-23, 2003. High school students are participating in a similar program
titled Project 540.
A proposal for additional grant funds to conduct issue-based forums on four college campuses involving
eight high schools during Raise Your Voice week was submitted to National Campus Compact and
approved in December 2002. Students at the following colleges and high schools will be invited to
participate:
Institution
University of Oklahoma
School
Norman High School
Norman North High School
John Marshall High School
Justice A. Seeworth Academy
Yukon High School
Douglas High School
Thomas Edison Prepatory High School
Altus High School
Oklahoma State University – Oklahoma City
Tulsa Community College
Western Oklahoma State College
POLICY ISSUES:
While no State Regents’ policies are impacted, the additional funds support the activities of the Oklahoma
Campus Compact that are linked to the role of public service within the State System of higher education.
113
The State Regents are authorized (70:3206) to “accept Federal grants and use the same in accordance
with Federal requirements; and accept and disburse grants, gifts, devises, and bequests and other monies
an property from foundations, corporations and individuals…”
ANALYSIS:
It is recommended that the State Regents receive funds in the amount of $2,460 and authorize their
disbursement consistent with applicable grant requirements.
114
Meeting of the
OKLAHOMA STATE REGENTS FOR HIGHER EDUCATION
February 21, 2003
AGENDA ITEM #19-g:
Heartland Scholarship
SUBJECT:
Disbursement Awards for the Fall 2002 Term
RECOMMENDATION:
It is recommended that the State Regents ratify disbursement payments from the
Heartland Scholarship Fund to institutions on behalf of the individual students
enrolled for the Fall 2002 term who are eligible to receive scholarships.
BACKGROUND:
In April 1995, the State Regents established the Heartland Scholarship Program to provide financial
assistance to dependent children of individuals killed and dependent children who survived in the Federal
Building day care center in the April 19 Oklahoma City bombing. Approximately 174 individuals have
been identified as eligible recipients. The program is expected to continue through the year 2018 when
the last child is projected to graduate from college. Over $925,000 has been raised for the Heartland
Scholarship Program, most of it through private donations and some from license plate proceeds.
There are three major entities providing scholarship aid for children of bombing victims, and the
Heartland Scholarship Program efforts have been closely coordinated with those entities to ensure that all
needs will be met. The attached disbursement represents such a coordination of effort. Costs of
enrollment are being covered by the Federal Employee Education and Assistance Fund, the Survivors’
Education Fund, and the Heartland Scholarship Fund.
POLICY ISSUES:
The Fall 2002 disbursements are consistent with State Regents’ policy for administration of the Heartland
Scholarship Fund. They are also consistent with State Regents’ intent to cooperate fully with other relief
entities in the optimal use of resources to meet extensive needs.
ANALYSIS:
Beginning with the 1996 fall semester, the Heartland Scholarship Fund became the first and primary
payer of financial aid for dependent children who lost a parent in the April 19 bombing. For the fall 2002
semester, disbursements totaling $61,195.00 have been made to 15 institutions on behalf of 27 children of
individuals killed in the Oklahoma City bombing. Upon receipt of any additional fall 2002
enrollment/cost certifications, funds will be appropriately disbursed and submitted to the State Regents
for ratification. To date, a total of $662,540.36 in Heartland Scholarship Funds and $33,000 in Heart of
the Heartland Scholarship Funds have been disbursed to cover the cost of 69 students' full-time
enrollment at higher education institutions.
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116
Meeting of the
OKLAHOMA STATE REGENTS FOR HIGHER EDUCATION
February 21, 2003
AGENDA ITEM #19-h (1):
Academic Scholars Program
SUBJECT:
Adoption of Amendments to the Permanent Rules
RECOMMENDATION:
It is recommended that the State Regents adopt permanent rule amendments for the
Academic Scholars Program.
BACKGROUND:
The proposed changes to the Academic Scholars Program permanent rules largely restate the emergency
rule amendments adopted by the State Regents at their June 27, 2002 meeting. Additional proposed changes
are explained in the “Analysis” section below.
During the 2002 session, the Legislature approved requested amendments to the Academic Scholars
Program statutes in HB 1440 to authorize the following changes:

The State Regents are now authorized to set the scholarship awards at an amount “not to exceed”
the average cost of tuition, fees, room and board, and books. Previously the statute mandated the
award be “equivalent” to these costs.

The State Regents are now authorized to “establish separate scholarship award levels for each
qualifying category.” Previously, the statute required all categories to receive the same scholarship
award amount.

The State Regents are no longer required to approve each Institutional Nominee at the board level.
This category can now be processed in the same manner as other qualifying applicants.
In addition to approving the emergency rule amendments at the June 27 meeting, the State Regents acted to
reduce the award level by 50% for new Institutional Nominee recipients entering the program in Fall 2003.
The proposed permanent rule amendments were posted at the State Regents’ December 5, 2002 meeting.
POLICY ISSUES:
The statutes and policy authorizing the Academic Scholars Program state the objectives of the program to:
(1) retain top-ranked students from Oklahoma in Oklahoma colleges and enable these institutions
to compete aggressively for top Oklahoma scholars;
(2) attract high caliber out-of-state students to attend Oklahoma colleges and universities; and
(3) enhance the academic quality in Oklahoma colleges and universities.
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ANALYSIS:
I. Items previously adopted as emergency rule amendments at the June 27, 2002 State Regents meeting:





Increasing the minimum academic criteria for Institutional Nominees beginning fall 2003.
Deleting the requirement that the State Regents approve each Institutional Nominee.
Modifying the description of the scholarship award amount to mirror the statutory amendment.
Modifying the limit on additional aid a student may receive to be consistent with federal financial
aid terminology.
Inserting new language that in the event of insufficient funding, priority among first-time
scholarship recipients would be given to those qualifying automatically over those qualifying as
Institutional Nominees. The statutes require that students already in the program receive priority
over first-time recipients.
II. Additional changes not included in the emergency rules approved June 27:

Deletion of duplicative language related to the eight-semester limit on awards.

Insertion of new language clarifying the intent for any additional semesters awarded above the
regular eight-semester limit. Amendatory language authorizes the Chancellor rather than the State
Regents to approve any additional semesters (for consistency with the Chancellor’s current
authority to approve exceptions for other aspects of the program).

Amendatory language clarifying that award payments will be sent to the institution in which the
student is enrolled.

Also, upon recommendation from State Regents’ legal counsel, proposed language has been
added in 610:25-1-3(d) stating that: “Recipients of the award must be United States citizens, a
non-citizen national of the United States, or a qualified alien.” It is counsel’s opinion that, based
on current federal and state law, persons not covered by one of the three specified categories are
not eligible for state financial aid programs.
Two bills have been introduced for the 2003 Oklahoma legislative session that could eventually affect
this provision. The bills, SB 596 and HB 1559, would make undocumented students eligible for
enrollment at state institutions and eligible to be considered for classification as an Oklahoma
resident. SB 596 also contains specific language to make such students eligible for state student
financial aid. Until the legislative process is concluded for these two bills, it is recommended that the
State Regents proceed with implementing the related rule amendments.
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Administrative Procedures Rules
610:25-1-3. General principles for operation of program
(a) Recipients of award must attend a regionally or State Regents' accredited public, independent or
proprietary higher education institution in Oklahoma.
(b) The program is designed to adhere to the State Regents' Policy on Social Justice by encouraging all
potential applicants to the Oklahoma State Regents' Academic Scholars Program to enter national
scholarship competition.
(c) Concurrently enrolled high school students are not eligible for this program.
(d) Recipients of the award must be United States citizens, a non-citizen national of the United States,
or a qualified alien.
(e) Only SAT and ACT test scores from tests administered on national test dates prior to college
entry, excluding concurrently enrolled students and students enrolled for the summer term following
high school graduation, will be considered for admission to the program. Qualifying test scores
obtained on a national test date after college enrollment are invalid for applying to the program.
Partial scores from more than one examination will not be considered.
(ef) A student must enter the program the fall semester immediately after his/her class graduates from high
school, except for students admitted under the State Regents’ Opportunity Admission Category. The
Chancellor may approve exceptions to this requirement for extraordinary circumstances.
(fg) Disability Provision. Provisions contained in this section are consistent with 70 O.S. 1991, Section
2403, as amended, and federal legislation affecting disabled persons. If a person identifies himself or
herself as a student with a disability and requests consideration for a scholarship under the Academic
Scholars Program by means other than standard testing procedures, the State Regents shall permit the
student to be examined under the special testing arrangements provided by either ACT the American
College Testing Program or The College Board provided that he or she meets the qualifications specified by
ACT and SAT respectively to be examined. Performance percentile requirements for participation in the
Academic Scholars Program remain the same as for other students. Students taking such tests and receiving
Academic Scholarship awards will be expected to meet the same retention standards as other students.
Special provisions may be considered in determining full-time enrollment for students falling in this
category.
610:25-1-4. Eligibility Requirements and Term of Scholarship Award.
(a) There are five avenues by which to qualify for the Academic Scholars Program. Each is defined below:
(1) An Individual Applicant Qualified Student, which shall mean a student who is a resident
of the State of Oklahoma whose American College Testing Program ACT test score or
whose Scholastic Aptitude Test score falls within the 99.5 to 100.0 percentile levels as
administered in the State of Oklahoma and whose grade-point average and/or class rank
is exceptional, as determined by the State Regents,
(2) A Presidential Scholar, which shall mean a student selected by the Commission on
Presidential Scholars pursuant to the Presidential Scholars Program administered by the
United States Department of Education,
(3) A National Merit Scholar, which shall mean a student designated as a National Merit
Scholar by the National Merit Scholarship Corporation,
(4) A National Merit Finalist, which shall mean a student designated as a National Merit
Finalist by the National Merit Scholarship Corporation.
(5)
An Institutional Nominee, which shall mean a student nominated by an institution in The
Oklahoma State System of Higher Education whose American college Testing Program
ACT test score or whose Scholastic Aptitude Test score falls within the 95.0 to 99.49
percentile levels, or who shows exceptional academic achievement as evidenced by
factors including but not limited to grade point average, class rank, national awards,
119
scholastic achievements, honors, and who shows exceptional promise based on
documentation that may include but not be limited to teacher recommendations,
extracurricular activities, and evidence of overcoming economic and social obstacles as
determined by the State Regents. The State Regents shall approve each nomination to
ensure that standards of high academic ability are documented. Scholarship awards to
institutional nominees become effective when approved appropriate documentation is
verified by the State Regents.
(A) Effective with the fall 2002 semester, Institutional Nominees are required to meet at
least two of the three minimum criteria outlined below to be considered eligible for
application as an Institutional Nominee. The Chancellor may approve exceptions to
the minimum criteria for applicants who lack class ranking and/or GPA criteria:
(i)
Comprehensive universities:
(I) ACT: 30 or SAT equivalent
(II) GPA: 3.9
(III) Class rank: Top 5%
(ii)
Regional universities:
(I) ACT: 28 or SAT equivalent
(II) GPA: 3.8
(III) Class rank: Top 10%
(iii) Two-year colleges:
(I) ACT: 27 or SAT equivalent
(II) GPA: 3.7
(III) Class Rank: Top 10%
(B) Unless further changes in minimum criteria are approved, Effective with the Fall
2003 semester, Institutional Nominees after Fall 2002 are required to meet at least
one of the two minimum criteria outlined below to be considered eligible for
application as an Institutional Nominee:
(i)
Comprehensive universities:
(I) ACT: 30 32 or SAT equivalent
(II) GPA 3.9 and Top 5 2% Class Rank
(ii)
Regional universities:
(I) ACT: 28 30 or SAT equivalent
(II) GPA 3.8 and Top 10 4% Class Rank
(iii) Two-year colleges:
(I) ACT: 27 29 or SAT equivalent
(II) GPA 3.7 and Top 10 5% Class Rank
(C) Students are eligible for consideration as an Institutional Nominee no later than the
fall semester immediately following the graduation of their high school class. The
Chancellor may approve exceptions to this requirement for extraordinary
circumstances.
(D) Institutional Nominees may be Oklahoma residents or nonresidents.
(E) Institutional Nominees are eligible for eight semesters of scholarship at Oklahoma
colleges and universities. Additional semesters of award, up to ten semesters, are
available upon approval by the President or appropriate academic officer of the
institution and the State Regents.
(F) Students receiving the scholarship as an Institutional Nominee of a two-year college
are eligible for transfer to a four-year public or private Oklahoma institution after
completion of an associate’s degree or at least 48 credit hours within their first two
academic years at any combination of two-year colleges in the State System. In
addition, the Institutional Nominee of a two-year college must attend the nominating
institution for the first year.
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(b)
(G) Students receiving the scholarship as an Institutional Nominee of a four-year
university are eligible for transfer to another Oklahoma institution after one year of
attendance at the nominating institution.
(H) Students who fail to enroll the first semester upon nomination forfeit their
scholarship eligibility unless they are nominated subsequently a second time.
(I) Institutions may not replace students who forfeit their scholarship or are removed
from the program due to failure to meet continuing eligibility requirements with
another nominee.
Students receiving the scholarship as a qualifier in accordance with the provisions of paragraphs
one through four of 610:25-1-4 paragraph (a) are eligible for eight semesters of scholarship at
Oklahoma colleges and universities. Additional semesters of award, up to ten semesters, are
available upon approval by the President or appropriate academic officer of the institution and the
Chancellor State Regents. Additional semesters are intended only for extraordinary circumstances
or for undergraduate academic programs that cannot be completed within eight semesters.
610:25-1-7. Fiscal aspects of program
(a) Award limits.
Academic Scholarship awards to qualified nonresident students attending
Oklahoma institutions shall not exceed 25 percent of the greater of the number of awards of the
preceding year or the amount of the previous year's funding for certified awards for the program.
(b) Additional aid. Students receiving this scholarship may also receive additional state-supported
financial aid, but not in excess of legitimate educational costs the student’s cost of attendance as
determined by the institution consistent with regulations for federal financial aid. Likewise, a student
may enhance the Academic Scholars award by accepting grants and scholarships from private sources.
(c) Funding priorities. The Oklahoma State Regents will, as soon as fiscally feasible, set aside in the
Oklahoma State Regents' Academic Trust funds for the full scholarship commitment. Funding priority
will be given first to prior years’ recipients, and secondly, to any students applying for the scholarship
for the first-time. For first-time students, priority will be given to Individual Applicant Qualified
Students, Presidential Scholars, National Merit Scholars, and National Merit Finalists, and secondly, to
Institutional Nominees.
(d) Amount of Scholarship. The program shall provide participants a scholarship in the an amount
equivalent to not to exceed the average costs of tuition and other fees, room and board, and required
textbooks or materials for undergraduate and graduate study for students attending regionally
accredited public institutions of higher education in Oklahoma.
(1)
(2)
(3)
(4)
The institution shall provide the student a tuition waiver that, when combined with the
scholarship award, will meet the average costs described in paragraph (d) above.
Students who do not meet the continuing eligibility requirements for the scholarship may
be eligible for the tuition waiver if they meet the standard tuition waiver criteria determined
by the institution.
Transfer students are eligible for the same level of tuition waiver as all other Academic
Scholars.
Institutions may elect to award nonresident students a resident and/or nonresident tuition
waiver.
(e) Payment of funds. Funds made available to students as part of the Oklahoma State Regents Academic
Scholars Program shall be paid directly to the institution in which the student is enrolled of student's
choice, in trust for the student, and on the student's behalf and shall contain appropriate restrictions and
conditions that such monies are expended only for the purposes authorized by the State Statute
authorizing this program.
121
(f) Private institutions. For students attending private Oklahoma institutions, the award amount will be
the same as the student attending a similar type of public institution as defined by the State Regents.
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Meeting of the
OKLAHOMA STATE REGENTS FOR HIGHER EDUCATION
February 21, 2003
AGENDA ITEM #19-h (2):
Oklahoma Higher Learning Access Program
SUBJECT:
Adoption of Permanent Rule Amendments
RECOMMENDATION:
It is recommended that the State Regents adopt permanent rule amendments for the
Oklahoma Higher Learning Access Program.
BACKGROUND:
The proposed permanent rule changes largely restate emergency rule amendments that were adopted at
the State Regents meeting on June 27, 2002. The rule changes are due primarily to the passage of HB
2738 in the 2002 legislative session. HB 2738 expands eligibility for the Oklahoma Higher Learning
Access Program (OHLAP) to students graduating from high schools not accredited by the State Board of
Education.
Two additional amendments not included in the emergency rule amendments previously adopted are
explained in the “Analysis” section below.
POLICY ISSUES:
The purpose of OHLAP, as stated in statute and policy, is to provide access to postsecondary education
for students with financial need who have demonstrated a commitment to academic success in high
school.
ANALYSIS:
I. Amendments included in the Emergency Rule Amendments approved on June 27, 2002:

Per HB 2738, students attending non-accredited schools are eligible to participate in OHLAP. In
addition to the regular OHLAP requirements, these students must also score at least a 22 on the
ACT test. Home-schooled students continue to be ineligible.

Tax years coinciding with the spring semester of a student’s tenth-grade year may be used to meet
the family income requirements.

The June 30 deadline for submission of applications may be modified if June 30 is not a business
day.

The June 15 deadline for school contact persons to submit certification forms for senior OHLAP
students is deleted. School contact persons are directed to submit the forms as soon as possible.
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II. Amendments not contained in the Emergency Rule Amendments approved on June 27, 2002.

Incarcerated persons shall not be eligible to receive OHLAP benefits [610:25-23-5(b)].

Also, upon recommendation from State Regents’ legal counsel, proposed language has been
added in 610:25-23-2(2) and 610:25-23-5(a)(2) stating that OHLAP participants must be “a
United States citizen, a non-citizen national of the United States, or a qualified alien.” It is
counsel’s opinion that, based on current federal and state law, persons not covered by one of the
three specified categories are not eligible to participate in state financial aid programs.
Two bills have been introduced for the 2003 legislative session that could eventually affect this
provision. The bills, SB 596 and HB 1559, would make undocumented students eligible for
enrollment at state institutions and eligible to be considered for classification as an Oklahoma
resident. SB 596 also contains specific language to make such students eligible for state student
financial aid. Until the legislative process is concluded for these two bills, it is recommended that
the State Regents proceed with implementing the related rule amendments.
124
610. STATE REGENTS FOR HIGHER EDUCATION
CHAPTER 25. STUDENT FINANCIAL AID AND SCHOLARSHIPS
SUBCHAPTER 23. OKLAHOMA HIGHER LEARNING ACCESS PROGRAM (OHLAP)
610:25-23-1. Purpose [not amended]
610:25-23-2. Eligibility of participants
Eligibility to participate in the program must be established by both the student and his/her parent(s),
custodial parent(s), or guardian(s). Beginning with the 2000-2001 school year, students who are enrolled
in the eighth, ninth or tenth grade and whose parents’ income meets the financial need criteria are eligible
to apply to become an OHLAP participant {Note: students who begin participating in the program as
tenth-graders are eligible for benefits only under more restrictive conditions. See 610:25-23-7(h)}.
Eligibility requirements to participate in the program include the following:
(1) The student must be a resident of the state of Oklahoma; and
(2) The student must be enrolled in an Oklahoma school that is accredited by the State Board of
Education The student must be a United States citizen, a non-citizen national of the United States,
or a qualified alien; and
(3) The student’s parent(s), custodial parent(s), or guardian(s) must establish financial need.
(A) To meet the OHLAP financial need criteria, the income of the student’s parent(s) from
taxable and nontaxable sources shall not exceed $50,000 per year. [70 O.S. § 2603]
(B)
Parents of students making application to the OHLAP must use their most recent calendar
(tax) year income to establish financial need eligibility. Parents of tenth-grade applicants may
use the calendar (tax) year income that coincides with the spring semester of the tenth-grade if the
parents’ income is expected to be significantly less than the previous year.
(C) A student who satisfies the financial need criteria during the eighth, ninth- or tenth-grade
when he or she begins participating in the Oklahoma Higher Learning Access Program shall not
later be denied participation in the Oklahoma Higher Learning Access Program on grounds that
the student does not meet the financial need criteria. [70 O.S. § 2603]
610:25-23-3. Applications
(a) Students and their parent(s), custodial parent(s), or guardian(s) must complete fully an application
form provided by the Oklahoma State Regents for Higher Education (OSRHE).
(b) The application shall include either:
(1) an agreement form upon which the school site contact person (see rule 610:25-23-8 for polices
related to the contact person) shall certify that the student meets the financial need criteria and
which verifies that the student and his/her parent(s), custodial parent(s), or guardian(s) agree to the
program’s requirements. The agreement form shall be retained in the student’s permanent record
and a copy forwarded to the Oklahoma State Regents for Higher Education. A copy of the
agreement form must be received by the Oklahoma State Regents for Higher Education for the
student to be considered enrolled in the program; or
(2) an agreement form submitted directly to the OSRHE which shall be processed and verified by
the OSRHE.
(c) Students participating in the Oklahoma Higher Learning Access Program shall provide their social
security number, or their student identification number used by their local school, to the Oklahoma State
Regents for Higher Education. The Regents shall keep the numbers confidential and use them only for
administrative purposes.
(d) Any falsified or incomplete information on the application forms may result in the student’s
disqualification from the OHLAP.
(e) Applications will be accepted throughout the school year.
125
(f) Contact persons should forward copies of agreement forms to the OSRHE monthly, but not
later than June 30 of each school year.
(g) Persons applying directly to the OSRHE should submit agreement forms to the OSRHE no later than
June 30. If June 30 is not a business day, agreement forms shall be submitted no later than the first
business day thereafter.
610:25-23-4. Program requirements
(a) Students shall agree to abide by the following provisions:
(1) Attend school regularly and to do homework regularly;
(2) Refrain from substance abuse;
(3) Refrain from commission of crimes or delinquent acts;
(4) Have school work and school records reviewed by mentors designated pursuant to the program;
(5) Provide information requested by the Oklahoma State Regents for Higher Education or the
State Board of Education; and
(6) Participate in program activities. [70 O.S. § 2605]
(b) The student’s parent(s), custodial parent(s), or guardian(s) shall witness the student’s agreement and
further agree to:
(1) Assist the student in achieving compliance with the agreements;
(2) Confer, when requested to do so, with the school contact person, other school personnel, and
program mentors;
(3) Provide information requested by the Oklahoma State Regents for Higher Education or the
State Board of Education; and
(4) Assist the student in completing forms and reports required for program participation, making
application to institutions and schools of higher learning, and filing applications for student grants
and scholarships. [70 O.S. § 2605]
(c) OHLAP students graduating high school in the 2000-2001 academic year and thereafter must
complete the following 17-unit core curriculum with a minimum 2.5 GPA on a 4.0 grading scale, by the
time they graduate from high school (replaces OSRHE policy II-6-9.1):
(1) Four units, or years, of English (grammar, composition, literature);
(2) Two units, or years, of lab science (biology, chemistry, physics, or any lab science certified by
the school district; general science with or without a lab may not be used to meet this requirement);
(3) Three units, or years, of mathematics (Algebra I, Algebra II, geometry, trigonometry, math
analysis, calculus);
(4) Two units, or years, of history (including one unit of American history);
(5) One unit, or year, of citizenship skills from the subjects of economics, geography, government,
non-western culture;
(6) Two units, or years, of a foreign or non-English language (both units, or years, of the same
language), or Two units, or years, of computer technology (courses in programming, hardware, and
business computer applications such as word processing, databases, spreadsheets and graphics will
qualify; keyboarding and typing classes do not qualify);
(7) Two additional units, or years, of subjects listed above;
(8) One unit, or year, of fine arts (music, art, or drama) or speech.
(d) Advanced students who complete core courses in earlier grades will not be required to take additional
courses for purposes of the requirements of this program.
(e) As a pilot study, beginning fall 1992, selected applied courses may be substituted for the high school
courses specified in this section. Strict parameters regulate the substitution of applied courses (see
OSRHE Policy II-2-46.7).
(f) Exceptions to the required OHLAP core curriculum will be considered according to the following:
(1) Students attending schools which do not offer all the OHLAP core curriculum courses will be
allowed to satisfy the requirements subject to the following provisions:
126
(A) OHLAP core curriculum requirements which are also required for regular college
admission (OSRHE Policy II-2-35 et seq.) will be subject to the State Regents' Policy on
Remediation of High School Curricular Deficiencies (OSRHE Policy II-2-121 et seq.).
(B) Any other OHLAP core curriculum requirements must be satisfied during the first
twenty-four (24) hours of college coursework. Any exceptions to the twenty-four (24) hour
limitation must be requested in writing and shall be subject to approval by the Chancellor.
(2) Students who have documented proficiency in a non-English language equivalent to at least
two (2) units of high school study may be exempted from the requirement of two (2) units of
a foreign or non-English language.
(3) Any other requests for exceptions to the OHLAP core curriculum requirement must be
submitted in writing to the Chancellor. Upon approval of the exception, the student may be eligible
for OHLAP benefits; provided, such approval may require the satisfaction of any OHLAP core
curriculum requirements omitted in high school.
(g) Students must attain a minimum 2.5 cumulative GPA on a 4.0 grading scale for all work attempted in
grades nine through twelve.
(h) Students graduating from a high school not accredited by the State Board of Education must achieve a
composite score of 22 or higher on the ACT test.
610:25-23-5. Securing OHLAP benefits
(a) To qualify for the OHLAP benefits for the first semester or other academic unit of postsecondary
enrollment, the participant must:
(1) Be a resident of this state.
(2) Be a United States citizen, a non-citizen national of the United States, or a qualified alien.
(3) Have graduated within the previous three years from a high school accredited by the State
Board of Education, or the Oklahoma School of Science and Mathematics. For the purposes of
qualifying for OHLAP benefits, home-educated students shall not be considered to have graduated
from a high school.
(34) Have a record of satisfactory compliance with the agreements and program requirements
described in 610:25-23-4. Students failing to comply with the agreement and program
requirements shall not be eligible for awards. Compliance shall be verified by the local contact
person upon a form provided by the OSRHE. Final verification of compliance shall be determined
by the OSRHE. A copy of the student's final high school transcript shall be submitted by the local
contact person with the student's verification form.
(45) Have satisfied admission standards as established by the Oklahoma State Regents for Higher
Education for first-time-entering students for the appropriate type of institution (OSRHE Policy II2-35) or, if attending a private institution, satisfy the admission standards determined by the private
institution; provided, that no student participating in OHLAP shall be admitted into an institution of
higher education by special admission standards.
(56) Have secured admission to, and enrolled in, an institution which is a member of The Oklahoma
State System of Higher Education, a postsecondary program offered pursuant to a duly approved
cooperative agreement between a public technology center and an institution of The Oklahoma
State System of Higher Education, or a private institution of higher learning located within this
state and accredited pursuant to Section 4103 of Title 70 of the Oklahoma Statutes.
(b) Any person incarcerated in a state, federal, or private correctional facility shall not be eligible to
receive OHLAP benefits.
610:25-23-6. Retaining eligibility in postsecondary education [not amended]
610:25-23-7. Payment of awards; policies and limitations [not amended]
610:25-23-8. Administrative responsibilities
127
The Oklahoma Higher Learning Access Act established administrative roles and responsibilities for the
Oklahoma State Regents for Higher Education and the State Board of Education.
(1) On a form provided by the Oklahoma State Regents for Higher Education, every public school
district shall designate at least one OHLAP contact person, who shall be a counselor or teacher, at
each Oklahoma public school site in which eighth, ninth- or tenth-grade classes are taught. When
requested by the State Regents, the State Board of Education shall assist the State Regents to ensure
the designation of contact persons. [70 O.S. § 2605]
(A) The contact person at the local school district shall be responsible for processing student
applications for the OHLAP according to the rules and regulations established by the
OSRHE.
(B) The contact person shall maintain the agreements, which shall be executed on forms
provided by the OSRHE.
(C) The local contact person shall:
(i) monitor the student’s compliance with the terms of the agreement;
(ii) document transfer out of state, death, and other conditions; and
(iii) report on circumstances of noncompliance to the OSRHE.
(D) Compliance with the program requirements for attending school regularly, refraining
from substance abuse, and refraining from criminal or delinquent acts shall be determined
according to the local school district’s policy.
(E) The local district contact person shall report OHLAP participants who transfer into or out
of the district to the OSRHE and identify the local education agency (LEA) and site from
which or to which the student transferred.
(F) Beginning in April of the student’s year of graduation, the local contact shall gather from
the OHLAP participants and his/her records, information which substantiates that the
program requirements have been met and the higher education institution in which the student
has enrolled or plans to enroll.
(G) The agreement certification form should be completed, signed, dated, and forwarded to
the OSRHE as soon after the student’s graduation as possible, by no later than June 15 of
each year.
(2) The local school district where an Oklahoma Higher Learning Access Program student is
attending when the student begins participation in the program and any subsequent school district
where the student attends shall forward information regarding the student’s participation in the
program to a school to which the student transfers upon the school’s request for the student’s
records. [70 O.S. § 2605]
(3) The Oklahoma State Regents for Higher Education shall:
(A) designate personnel to coordinate tracking of program records for the years when students
participating in the program are still in the public schools, provide staff development for contact
persons in the public schools, and provide liaison with the State Board of Education and local
organizations and individuals participating in the program [70 O.S. § 2605];
(B) coordinate and develop policies and procedures to implement the Oklahoma Higher Learning
Access Act;
(C) coordinate the publication and distribution of OHLAP awareness information and materials;
(i) Each school year, every fifth- through ninth-grade student in the public schools of
Oklahoma shall be apprised, together with his/her parents, custodial parent, or guardian, of
the student’s opportunity for access to higher learning under the Oklahoma Higher Learning
Access Program [70 O.S. § 2605];
(ii) The Oklahoma State Regents for Higher Education and the State Board of Education
shall develop, promote, and coordinate a public awareness program to be utilized in making
students and parents aware of the OHLAP [70 O.S. § 2605];
128
(D) coordinate the provision of technical assistance to local school districts and individual
participants;
(E) administer the Oklahoma Higher Learning Access Trust Fund;
(F) process applications submitted directly to the OSRHE;
(G) determine final eligibility for the OHLAP award.
129
130
Meeting of the
OKLAHOMA STATE REGENTS FOR HIGHER EDUCATION
February 21, 2003
AGENDA ITEM #19-h (3):
Oklahoma Tuition Aid Grant Program
SUBJECT:
Adoption of Permanent Rule Amendments
RECOMMENDATION:
It is recommended that the State Regents adopt permanent rule amendments for the
Oklahoma Tuition Aid Grant program.
BACKGROUND:
The Oklahoma Tuition Aid Grant (OTAG) program was created in 1971. OTAG provides grant
assistance to resident students with the greatest financial need. Undergraduate and graduate students,
both full-time and part-time, are eligible for the grant.
The proposed amendments were posted at the December 5, 2002 State Regents’ meeting.
POLICY ISSUES:
The policies addressed in this agenda item include student eligibility requirements for the grant, the
processes used to determine student eligibility, and administrative procedures to be followed by
participating institutions.
ANALYSIS:
Most of the amendments to the OTAG rules do not change how the program currently operates. These
amendments simply incorporate into the program rules language from the current OTAG “procedures
manual” which are appropriate for the official program rules. The amendments describe:
 the criteria for determining part-time vs. full-time enrollment;
 the maximum number of awards allowed for each student;
 the process for determining a student’s financial need;
 requirements for institutions participating in the program.
Also, upon recommendation from State Regents’ legal counsel, proposed language has been
added in 610:25-7-6(1)(H) stating that: “Recipients of the grant must be United States citizens, a
non-citizen national of the United States, or a qualified alien.” It is counsel’s opinion that, based
on current federal and state law, persons not covered by one of the three specified categories are
not eligible for state financial aid programs.
131
Two bills have been introduced for the 2003 Oklahoma legislative session that could eventually
affect this provision. The bills, SB 596 and HB 1559, would make undocumented students
eligible for enrollment at state institutions and eligible to be considered for classification as an
Oklahoma resident. SB 596 also contains specific language to make such students eligible for
state student financial aid. However, because OTAG receives federal matching funds, it is
subject to federal law and regulation. Therefore, until federal law changes or unless the federal
matching funds are rejected by the state, OTAG will not be available to students without
appropriate U.S. immigrant status.
132
CHAPTER 25. STUDENT FINANCIAL AID AND SCHOLARSHIPS
SUBCHAPTER 7. OKLAHOMA TUITION AID GRANT PROGRAM
610:25-7-1. Program purpose
(a) The purpose of the Oklahoma Tuition Aid Grant Program is to provide need-based grant assistance to
eligible Oklahoma resident students and to serve the state's most needy students in a fair and equitable
fashion using funds made available pursuant to the Oklahoma Higher Education Tuition Aid Act and in
conjunction with the Leveraging Educational Assistance Partnership Program administered by the U.S.
Department of Education.
(b) The Oklahoma Tuition Aid Grant Program was established to assist Oklahoma college students with
demonstrated financial need to meet the cost of education at postsecondary institutions in Oklahoma
through reimbursement of a portion of their costs of attendance. Congress amended the Higher Education
Act of 1965 to provide incentive grants to states for the implementation or expansion of state grant
programs. Accordingly, the purpose of the Leveraging Educational Assistance Partnership Program
(LEAP) is to provide matching funds to encourage operation of state grant programs to improve student
access and choice in higher education. States pay all administrative costs and match federal allotment
dollars from non-federal resources. Funds not used by one state may be realloted to others in proportion
to their higher education enrollments.
610:25-7-2. Legislative authority
(a) Federal. Leveraging Educational Assistance Partnership Program is authorized under Title IV, Part
A, Subpart 3 of the Higher Education Act of 1965, as added by P.L. 92-318, and amended by P.L. 94-482,
P.L. 95-43, P.L. 95-566, P.L. 95-96, P.L. 96-374, and P.L. 97-35, and P.L. 105-244.
(b) State. The 1971 Oklahoma Legislature enacted Senate Bill No. 191 authorizing the establishment of a
Tuition Aid Grant Program to be administered by the Oklahoma State Regents for Higher Education.
Senate Bill No. 400 of the 1982 Legislature amended O.S. 1981, Title 70, Sections 626.1 through 626.10
related to tuition aid grants. Senate Bill No. 770 of the 1990 Legislature amended O.S. 1981, Title 70,
Section 626.2 related to tuition aid grants and Section 626.7 related to student eligibility qualifications
and amount of grant. House Bill No. 1075 of the 1995 Legislature amended O.S. 1991, Title 70, Section
626.6 related to student eligibility qualifications. Senate Bill No. 196 of the 1999 Legislature amended
O.S. 1991, Title 70, Sections 626.4 and 626.7 related to student eligibility requirements and the awarding
of grants.
610:25-7-3. Administration of grants and payments
There are hereby created state tuition aid grants which shall be maintained by the state, awarded and
administered pursuant to this act the Oklahoma Higher Education Tuition Aid Act [70 O.S., § 626.1 et
seq.], and used by the holders thereof for study in nonprofit, accredited institutions of higher education in
Oklahoma. [70 O.S., § 626.2]
610:25-7-4. Maximum limitations
State tuition aid grants shall be awarded to all eligible applicants without any limitation on the number to
be awarded in any year other than the amount of appropriations available therefore. The institution
involved may appropriately schedule work to permit recipients to earn the amount of said tuition grants.
[70 O.S., § 626.4]
610:25-7-5. Non-discrimination provision
State tuition aid grants shall be awarded without regard to race, religion, creed, or sex. [70 O.S., § 626.5]
610:25-7-6. Eligibility; amount of grant; application procedures and deadlines; disbursement of
funds
(a) A college tuition aid grant shall be awarded annually to each eligible, qualified full-time or part-time
undergraduate or graduate student enrolled in a curriculum leading to a degree or certificate in an
institution of collegiate grade or postsecondary institution providing a program of training to prepare
students for employment in a recognized occupation in Oklahoma approved or accredited by the
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Oklahoma State Regents for Higher Education or appropriate postsecondary agency in accordance with
the following [70 O.S., § 626.7]:
(1) Eligibility.
(A) Each full-time or part-time resident student will be eligible to receive a grant in an
amount as provided in the eligibility section. Each full-time or part-time resident student's
financial eligibility will be based on their Expected Family Contribution (EFC) calculated
for federal Title IV student financial aid eligibility. A resident student is one who meets the
current Policy on Residence Status of Enrolled Students in the Oklahoma State System of
Higher Education. Full-time and part-time status will be defined in accordance with the
current definition for full-time or half-time enrollment status for federal Title IV student
financial aid eligibility.
(B) The Oklahoma State Regents for Higher Education shall determine by rules and
regulations the maximum number of semesters a student may be eligible for grants. [70
O.S., § 626.7] A student can receive a maximum of ten full-time undergraduate disbursements
and a maximum of eight full-time graduate disbursements. Two part-time disbursements is
equivalent to one full-time disbursement.
(C) Tuition aid grants are not approved for summer enrollments.
(D) No student shall be eligible for grants unless he maintains such minimum standards of
academic performance as are required by the institution in which the student is enrolled.
[70 O.S., § 626.7] The minimum standards of academic performance shall be those required
by the institution for financial aid recipients.
(E) Students who are incarcerated are not eligible to receive tuition aid grants. Incarceration
will be defined in accordance with the current definition for federal Pell grant eligibility.
(F) Students must be enrolled in a postsecondary institution eligible to participate in the
federal Title IV student financial aid programs.
(G) Students must meet all general eligibility requirements for recipients of federal Title IV
student financial aid. The school of attendance will report each student's completed
application status through a reporting system provided by the Oklahoma State Regents for
Higher Education.
(H) Recipients of the grant must be United States citizens, a non-citizen national of the
United States, or a qualified alien.
(I) In the event a student for any reason ceases to continue to be enrolled during the course
of an academic year, the student shall cease to be eligible for tuition aid. [70 O.S., § 626.7]
(2) Amount of grant.
(A) The amount of tuition aid grant to any student under this act [70 O.S., § 626.1 et seq.] for
any semester shall represent a percentage not greater than seventy-five percent (75%) of the
previous year's tuition and enrollment fees normally charged to residents of the State of
Oklahoma by the institution of attendance. [70 O.S., § 626.7] The tuition and enrollment fees
used in calculating the award will be based on standards as follows: full-time undergraduate 30 credit hours per academic year; part-time undergraduate and graduate - 12 credit hours
per academic year; full-time graduate - 18 credit hours per academic year; full-time career
technology - 900 clock hours; and part-time career technology - 450 clock hours. With
regard to eligible educational programs that are less than nine months or 900 clock hours, the
award can be pro-rated based on the student's attendance below nine months or 900 clock
hours.
(B) The percentage of aid awarded shall be based on a need analysis system that is consistent
with federal student financial aid regulations. [70 O.S., § 626.7] The percentage of aid
awarded shall be based on the student's Expected Family Contribution (EFC) calculated for
federal Title IV student financial aid eligibility. The Oklahoma State Regents for Higher
Education will issue an annual award payment schedule identifying the maximum eligible EFC
and identifying the percentage of aid to be awarded according to EFC ranges. The maximum
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EFC will be based on a calculation using the Oklahoma low median family income and
median household size published annually by the U. S. Department of Housing and Urban
Development.
(C) The Oklahoma State Regents for Higher Education shall determine by rules the annual
maximum award based on an annual assessment of funds availability. The State Regents shall
not increase the annual maximum award amount unless funding is sufficient to serve at least
the same number of students as the previous academic year. [70 O.S., § 626.7]
(D) The minimum amount of grant to be awarded is $200 per academic year or $100 per
semester.
(E) The award must be included in the student's financial aid package managed by the
institution. If the inclusion of the tuition aid grant award results in the student receiving
more financial assistance than is needed to meet their cost of education as determined by the
institution, the institution will resolve the overaward in accordance with federal Title IV
student financial aid regulations. The institution may reduce or revoke the award if
necessary to resolve the overaward.
(3) Application procedures and deadlines
The Oklahoma State Regents for Higher Education may adopt rules and regulations, prescribe
and provide appropriate forms for application and employ such persons, contract for such
services and make such additional expenditures as may be necessary or appropriate for
effectuating the provisions of this act. [70 O.S., § 626.7]
(A) Students will apply for tuition aid grant award consideration by completing the federal
student financial aid application. The Oklahoma State Regents for Higher Education will
receive application data from the federal Title IV student financial aid application system for
those students who indicate their legal state of residence is Oklahoma. Applications with at
least one eligible Oklahoma institution selected by the student will be processed for tuition aid
grant award consideration.
(B) The application receipt deadline will be reflected in the application document provided
annually by the federal Title IV student financial aid application system.
(4) Disbursement of funds
(A) Funds will be disbursed to students after the institution confirms enrollment status and
eligibility in each the fall and spring semesters. One half of the award will be disbursed in the
fall semester, and one half of the award will be disbursed in the spring semester.
(B) Funds for eligible students will be delivered to the institution for disbursement to students
in accordance with the institution's student financial aid disbursement policies.
(b) The Oklahoma State Regents for Higher Education are hereby authorized to determine priorities for
participation in this tuition aid program by full-time, part-time, undergraduate and graduate students based
on available state funding. [70 O.S., § 626.8]
610:25-7-7 Grant program not to influence institution's policies
This act [70 O.S., § 626.1 et seq.] shall not be construed as granting any authority to control or influence
the policies of any educational institution because it accepts students receiving tuition aid grants, nor to
require any such institution to admit or once admitted to continue in such institution any tuition aid
recipient. [70 O.S., § 626.9]
610:25-7-8. Funding
It is the intent of the Oklahoma Legislature that the provisions of this act [70 O.S., § 626.1 et seq.] become
effective only after funding for this purpose has been provided through special appropriations, or funding is
otherwise provided by gifts or grants for this purpose or both. [70 O.S., § 626.10]
610:25-7-9. Authorized institutional representative
Each institution's president or chief administrator may designate one or more bonded staff members as
authorized officials to make certifications as to the eligibility of tuition aid grant applicants, to verify
135
enrollments and attendance, to receive and disburse funds, and to perform such other duties as may be
necessary for the proper administration of tuition aid grant funds. A signed Authorized institutional
Representative form must be on file in the offices of the Oklahoma State Regents for Higher Education
for each authorized official.
610:25-7-10. Refunds and institutional liability
An authorized institutional representative will report to the Oklahoma State Regents for Higher Education
any awards that the institution is aware are based on inaccurate application data. If funds have been
disbursed to a student, and the student reported incorrect data unknown to the institution at the time of
eligibility certification, the student is responsible for the return of any funds for which he/she is not
eligible to receive. All refunds will be coordinated by the institution for return to the Oklahoma State
Regents for Higher Education. The institution will place holds as allowed on other financial aid
disbursements, future enrollments, release of transcripts, etc. in an effort to collect refunds if necessary.
In the event tuition aid grant funds are disbursed to a student as a result of erroneous action by the
institution, the institution is financially liable for the return of the ineligible funds. An institution's failure
to submit refunds for which the institution is liable within a reasonable period of time could result in
suspension or termination of the institution's eligibility for participation in the tuition aid grant program.
Thirty days is considered to be a reasonable period of time. The institution may appeal a finding of
institutional liability.
136
Meeting of the
OKLAHOMA STATE REGENTS FOR HIGHER EDUCATION
February 21, 2003
AGENDA ITEM #19-h (4):
Tulsa Reconciliation Scholarship Program
SUBJECT:
Adoption of Permanent Rule Amendments
RECOMMENDATION:
It is recommended that the State Regents adopt the proposed permanent rule
amendments for the Tulsa Reconciliation Education and Scholarship.
BACKGROUND:
The 2001 Oklahoma Legislature passed the “1921 Tulsa Race Riot Reconciliation Act of 2001” which
created the Tulsa Reconciliation Education and Scholarship Program (TRESP). During the 2002 session,
the Legislature passed HB 2238 which amended the statutes creating the scholarship program. HB 2238
also created a state income tax refund “check-off” for donations to the TRESP beginning with the 2003
tax year.
The proposed rule amendments were posted at the State Regent’s December 5, 2002 meeting.
POLICY ISSUES:
The TRESP calls for scholarships to be awarded to students who reside within the Tulsa School District,
an area that was greatly impacted by the civil unrest of 1921. The scholarship award amount is not to
exceed the equivalent of average tuition at state system institutions.
ANALYSIS:
I. Proposed rule revisions related to the statutory amendments in HB 2238:

The geographic residential boundary for persons eligible to participate in the TRESP was
changed from the Tulsa city limits to the Tulsa School District boundaries.

Terminology for “vocational-technical” was changed to “career technology”.

A new TRESP scholarship category limited to two students from each Tulsa high school was
created.
II. Proposed rule revisions not related to HB 2238:

Upon recommendation from State Regents’ legal counsel, proposed language has been added in
610:25-29-3(b)(2) stating that: “Recipients of the scholarship must be a United States citizens, a
non-citizen national of the United States, or a qualified alien.” It is counsel’s opinion that, based
137
on current federal and state law, persons not covered by one of the three specified categories are
not eligible for state financial aid programs.
Two bills have been introduced for the 2003 Oklahoma legislative session that could eventually
affect this provision. The bills, SB 596 and HB 1559, would make undocumented students
eligible for enrollment at state institutions and eligible to be considered for classification as an
Oklahoma resident. SB 596 also contains specific language to make such students eligible for
state student financial aid. Until the legislative process is concluded for these two bills, it is
recommended that the State Regents proceed with implementing the related rule amendments.
To date, no funds from private donations have been received. However, for FY2003, $50,000 from state
appropriations was allocated to the TRESP Trust Fund that may be used to fund the High School
Scholarship awards.
138
SUBCHAPTER 29. TULSA RECONCILIATION EDUCATION AND SCHOLARSHIP ACT
610:25-29-1. Purpose
(a) The Tulsa Reconciliation Education and Scholarship Program was established by HB 1178, the "1921
Tulsa Race Riot Reconciliation Act of 2001", which was signed into law on June 1st 2001. The Act was
amended by HB 2238 of the 2002 legislative session.
(b) The purpose of the program is to make available not less than a maximum of 300 scholarships to
residents of the City of Tulsa School District, which was greatly impacted both socially and economically
by the civil unrest that occurred in the city during 1921. The program is to begin with the 2002-03 school
year or as soon thereafter as practicable, subject to the availability of funds.
(c) The further purpose of the program is to establish and maintain a variety of educational support
services whereby residents who qualify for the program will be prepared for success in postsecondary
endeavors. [70 O.S. §2621]
610:25-29-2. Definitions
The following words or terms, when used in this Subchapter, shall have the following meaning, unless
the concept clearly indicates otherwise:
"Postsecondary vocational-technical career technology education program" means a postsecondary
vocational-technical program or course that is eligible for Title IV federal student aid and is offered
pursuant to a duly approve cooperative agreement between a technical through a technology center
school and an institution of the Oklahoma State System of Higher Education. [70 O.S. §2622]
"Private Institution", means a private institution of higher learning located within this state which is
accredited pursuant to Section 4103 of Title 70 of the Oklahoma Statutes. [70 O.S. §2622]
"Resident", means a person of any age who has resided within the corporate city limits of Tulsa School
District, Oklahoma, for not less than two (2) years prior to applying for participation in the Tulsa
Reconciliation Education and Scholarship Program. [70 O.S. §2622]
610:25-29-3. Eligibility requirements
(a) General eligibility requirements. To be eligible to participate in the Program, individuals must be
residents of the City of Tulsa School District who are intending to pursue studies at an institution of
higher education in the Oklahoma State System of Higher Education, a private institution or in a
postsecondary vocational-technical career technology education program.
(b) Additional eligibility requirements.
(1) Recipients of the scholarship must be a United States citizen, a non-citizen national of the United
States or a qualified alien.
(2) Individuals must have secured admission to, and be enrolled in, an institution which is a member
of the Oklahoma State System of Higher Education, a private institution of higher education, or a
post-secondary vocational-technical career technology education program, and must have secured
such admission by regular admission standards. Participants may not be admitted by special
admission standards.
(23) To retain eligibility, individuals must maintain good academic standing at the institution in
which the student is enrolled.
(c) High school scholarship eligibility requirements. The State Regents may also annually award
scholarships to a maximum of two graduating students from each high school in the Tulsa School District
for the purpose of preserving awareness of the history and meaning of the civil unrest that occurred in
Tulsa in 1921. The State Regents shall involve the administration of the Tulsa School District in the
selection process. [70 O.S. §2623] Eligibility requirements for the high school scholarships shall
include:
(1) enrollment in the appropriate high school,
139
(2) family income of the applicant from taxable sources not to exceed Seventy Thousand Dollars
($70,000.00) per year.
(3) satisfaction of the criteria in paragraph (b) of this section.
610:25-29-4. Principles for awards, continuation of awards, disbursements, refunds, and applications
(a) Award amounts. Subject to the availability of funds, the State Regents shall award:
(1) For participants enrolled in an institution in the Oklahoma State System of Higher Education, an
amount not to exceed the equivalent of the average dollar amount of undergraduate resident tuition
that the eligible Program participant is obligated to pay.
(2) For participants enrolled in a private institution of higher education, an amount not to exceed the
equivalent of the average dollar amount of undergraduate resident tuition that the eligible Program
participant would receive if enrolled in a comparable school within the Oklahoma State System of
Higher Education. The State Regents shall identify the institution(s) within the State System that is
most comparable to the private institution and base the award on the amount that the participant
would be obligated to pay at that State System institution.
(3) For participants enrolled in a postsecondary vocational-technical career technology education
program, an amount not to exceed the equivalent of the dollar amount that the eligible
program participant is obligated to pay, which amount shall not exceed the amount the
participant would have received for comparable enrollment at a two-year institution within
the Oklahoma State System of Higher Education. An award to an eligible participant who is
enrolled in a postsecondary vocational-technical program may be used to pay for both
vocational-technical and college work if both are required by the academic program.
(b) Award limitations.
(1) Program benefits will not be awarded for courses or other postsecondary units taken by the
participant:
(A) That are in excess of the requirements for completion of a baccalaureate program.
(B) That are taken more than five (5) years after the student’s first semester of participation in the
program, except in hardship circumstances as determined by the State Regents. Even when such
a hardship is found to exist, in no event shall the participant receive benefits after the participant
has been enrolled for a five (5) year cumulative time period.
(2) Program benefits shall be awarded to not less more than 300 eligible participants without any limitation
on the number of awards in any year other than annually, subject to the amount of funds available
for the program and the number of eligible participants. [70 O.S. §2625(E)]
(3) If sufficient funds to provide awards to all the maximum number of eligible participants are not available
or if there are more than 300 eligible applicants, the State Regents shall make awards based upon
need.
(A) For all academic years, participants who have previously received awards shall be given an absolute
priority for continued financial support by the Program, superior to any residents who are
applying for such benefits for the first time.
(B) Thereafter, the order of preference of the applicants for awards based upon need shall be determined
by the State Regents using the following factors:
(i) the family income of the applicant from taxable sources is not more than Seventy Thousand
Dollars ($70,000.00 per year),
(ii) the applicant attended a Tulsa public school where seventy-five percent (75%) or more of the
students enrolled in school qualify for the free and reduced lunch program, and
(iii) the applicant resides in a census block area within the City of Tulsa School District where
thirty percent (30%) or more of the residents are at or below the poverty level established
by the United States Bureau of the Census. [70 O.S. §2623]
(C) When the factors listed above prove inadequate to narrow the pool of applicants sufficiently, the
State Regents may consider, as an additional order of preference factor, whether the applicant is a
140
direct lineal descendant of a person who resided in the Greenwood Area in the City of Tulsa on
between April 30, 1921 through and June 1, 1921.
(i) Except for the absolute priority given to eligible participants who have already received an
award(s) under the Program, this factor shall be applied to all applicants regardless of
race when utilized by the State Regents.
(ii) The Oklahoma Historical Society shall verify all applicant claims of lineal descent.
(D) When making awards, the State Regents shall take other grants and scholarships received by the
eligible participant into consideration. In such cases, the Program benefit may be used to cover
additional educational costs not covered by the other grants and scholarships.
(4) The award for the high school scholarships shall be limited to a one-year full-time-equivalent period.
Following successful completion of such award, recipients who meet the criteria provided in
610:25-29-4(b)(3)(B) shall be eligible to apply and be considered for continued participation in the
full Tulsa Reconciliation Education and Scholarship Program. Any student subsequently awarded
such scholarship shall have the duration of the high school scholarship deducted from five-year limit
on scholarship eligibility. [70 O.S. 2623]
(c) Disbursement. Funds will be disbursed from the Tulsa Reconciliation Education and Scholarship
Trust Fund to the institution at which the student is enrolled. The high school scholarship award may only
be funded with state funds appropriated to the Tulsa Reconciliation Education and Scholarship Trust Fund
and income therefrom, and shall be made subject to the availability of such funds. [70 O.S. 2623]
(d) Refunds. Refunds resulting from student withdrawal will be remitted to the State Regents.
(e) Application.
(1) Students must fully complete an application form provided by the State Regents.
(2) Applications will be processed by the State Regents according to deadlines established annually
accepted throughout the school year.
(3) Applications must be received by the State Regents no later than June 30 preceding the award year.
(4) Any falsified or incomplete information on the application form may result in disqualification from
the Program.
610:25-29-5. Trust funds
(a) The Oklahoma State Regents for Higher Education will serve as the Board of Trustees for the Tulsa
Reconciliation Education and Scholarship Trust Fund. The Board will invest the trust corpus in a
reasonable and prudent manner, subject to further limitations and safeguards provided in existing, applicable
State Regents’ investment policies.
(b) The Trust Fund principal capital shall consist of monies the Legislature appropriates or transfers to the
Oklahoma State Regents for Higher Education for the Trust Fund, monies transferred from donations from
taxpayers pursuant to Section 2627 of Title 70, and any monies or assets contributed to the Trust Fund
from any other source, public or private. [70 O.S. §2626(C)]
(c) Both the trust capital and earnings income for the trust funds will accrue to the fund and may be used
only for the scholarship awards.
(d) The State Regents may, at the time an award is made on behalf of a Tulsa Reconciliation Education and
Scholarship Program participant, set aside in the Trust Fund funds for the full commitment made to such
participant.
141
142
Meeting of the
OKLAHOMA STATE REGENTS FOR HIGHER EDUCATION
February 21, 2003
AGENDA ITEM #19-h (5):
Future Teachers Scholarship Program
SUBJECT:
Approval of Amendments to Rules
RECOMMENDATION:
It is recommended that the State Regents adopt the proposed permanent rule
amendments to the Future Teachers’ Scholarship Program.
BACKGROUND:
The Future Teachers’ Scholarship Program was created by the Oklahoma Legislature in 1986 as an
incentive to encourage the preparation of teachers in critical shortage areas. Currently, $100,000 is
allocated annually by the State Regents for the program that provides scholarships to approximately 130
students.
The proposed rule amendment was posted at the State Regents’ December 5, 2002 meeting.
POLICY ISSUES:
The recommended policy change relates to the eligibility of persons who are not United States citizens.
ANALYSIS:
Upon recommendation from State Regents’ legal counsel, proposed language has been added in 610:25-92(a) stating that: “Recipients of the scholarship must be a United States citizen, a non-citizen national of
the United States, or a qualified alien.” It is counsel’s opinion, based on current federal and state law, that
persons not covered by one of the three specified categories are not eligible for state financial aid
programs.
Two bills have been introduced for the 2003 Oklahoma legislative session that could eventually affect this
provision. The bills, SB 596 and HB 1559, would make undocumented students eligible for enrollment at
state institutions and eligible to be considered for classification as an Oklahoma resident. SB 596 also
contains specific language to make such students eligible for state student financial aid. Until the
legislative process is concluded for these two bills, it is recommended that the State Regents proceed with
implementing the related rule amendments.
The proposed changes also delete obsolete language referring to student subpopulation categories of ACT
score percentiles. This criterion is not used for scholarship eligibility purposes.
143
CHAPTER 25. STUDENT FINANCIAL AID AND SCHOLARSHIPS
SUBCHAPTER 9. FUTURE TEACHERS' SCHOLARSHIP PROGRAM
610:25-9-2. Eligibility
(a) Recipients of the scholarship must be a United States citizen, a non-citizen national of the United States
or a qualified alien. Individuals who are residents of Oklahoma who have demonstrated a commitment to
obtain the necessary credentials to teach in a critical shortage area shall be eligible for consideration if they
have:
(1) Graduated from high school with a cumulative grade point average which ranks them in the top
fifteen percent (15%) of their high school graduating class; OR
(2) Scored at or above the eighty-fifth (85th) percentile on the ACT or other similar acceptable battery
of tests either in the class as a whole or for a sub-division of the student population as follows: Black,
Native American, Hispanic, and Asian; OR
(3) Been admitted to a professional education program at an accredited Oklahoma institution of higher
education; OR
(4) Achieved an undergraduate record of outstanding success, as defined by the institution.
(b) Scholarship recipients must maintain no less than a 2.5 cumulative grade point average to remain
eligible for renewal of the scholarship; it is expected, however, that renewal recipients will attain a 3.0
cumulative grade point average or better.
(c) Each scholarship recipient shall have agreed to teach in a shortage area in the public schools in
Oklahoma for a minimum of three (3) consecutive years upon graduation and licensure as a teacher.
(d) Either full- or part-time students may be eligible; however, highest priority will be given to full-time
students.
144
Meeting of the
OKLAHOMA STATE REGENTS FOR HIGHER EDUCATION
February 21, 2003
AGENDA ITEM #19-h (6):
Chiropractic Education Scholarship Program
SUBJECT:
Approval of Amendments to Rules
RECOMMENDATION:
It is recommended that the State Regents adopt the proposed permanent rule
amendments to the Chiropractic Education Scholarship Program.
BACKGROUND:
The Chiropractic Education Scholarship Program was created by the Oklahoma Legislature to provide
scholarships to Oklahoma residents attending an accredited chiropractic college. There are no accredited
chiropractic colleges in Oklahoma, so the awards go to students attending institutions outside the state.
Currently, $45,000 is allocated annually by the State Regents for the program.
The proposed rule amendments were posted at the December 5, 2002 State Regents’ meeting.
POLICY ISSUES:
The recommended policy change relates to the eligibility of persons who are not United States citizens.
ANALYSIS:
Upon recommendation from State Regents’ legal counsel, proposed language has been added in 610:2519-2.1(2) stating that an applicant must be “a United States citizen, a non-citizen national of the United
States, or a qualified alien.” It is counsel’s opinion, based on current federal and state law, that persons
not covered by one of the three specified categories are not eligible for state financial aid programs.
Two bills have been introduced for the 2003 Oklahoma legislative session that could eventually affect this
provision. The bills, SB 596 and HB 1559, would make undocumented students eligible for enrollment at
state institutions and eligible to be considered for classification as an Oklahoma resident. SB 596 also
contains specific language to make such students eligible for state student financial aid. Until the
legislative process is concluded for these two bills, it is recommended that the State Regents proceed with
implementing the related rule amendments.
145
TITLE 610. STATE REGENTS FOR HIGHER EDUCATION
CHAPTER 25. STUDENT FINANCIAL AID AND SCHOLARSHIPS
SUBCHAPTER 19. CHIROPRACTIC EDUCATION ASSISTANCE SCHOLARSHIP
PROGRAM
610:25-19-2.1. Eligibility
Preference in the granting of scholarships shall be given to those individuals with the highest weighted
scholastic averages, provided the individuals are found to have those qualities and attributes that give a
reasonable assurance of completion of the course of study required for a degree of doctor of chiropractic. To
be eligible for the Chiropractic Education Assistance Scholarship Program an applicant must:
(1) be a legal resident of the State of Oklahoma for not less than five (5) years prior to the date of
application,
(2) be a United States citizen, a non-citizen national of the United States or a qualified alien,
(2)(3) be enrolled in or have been accepted to an accredited chiropractic college,
(3)(4) be making satisfactory progress in the study of chiropractic as defined by
the Oklahoma State Board of Chiropractic Examiners.
(4)(5) meet all requirements and academic standards established by the Oklahoma State Board of
Chiropractic Examiners; and
(5)(6) have earned a 3.00 cumulative grade point average if the individual is a continuing student.
(A) Scholarship awardees under this program shall maintain a 3.00 cumulative grade
point average. The cumulative grade-point average will be determined after the
summer trimester for fall scholarship eligibility, and after the fall trimester for
spring scholarship eligibility.
(B) Awardees who fail to meet the 3.00 cumulative grade point average requirement will
be removed from the program without scholarship assistance.
(C) Reinstatement to the program will be granted if the student achieves a 3.00
trimester grade point average within the following three trimesters. The
student must submit a letter of appeal to the Oklahoma State Board of
Chiropractic Examiners in order to be considered for reinstatement. A
participant may be reinstated only one time.
(D) The Oklahoma State Board of Chiropractic Examiners will submit to the State Regents’
Office notification in writing of any student reinstatement and authorization for payment of
scholarship awards.
146
Meeting of the
OKLAHOMA STATE REGENTS FOR HIGHER EDUCATION
February 21, 2003
AGENDA ITEM #19-h (7):
William P. Willis Scholarship Program
SUBJECT:
Approval of Amendments to Rules
RECOMMENDATION:
It is recommended that the State Regents adopt the proposed rule amendments for
the William P. Willis Program.
BACKGROUND:
The William P. Willis Scholarship program was established by the Oklahoma Legislature in 1986 to
provide scholarships to low-income students attending state system institutions. The Legislature funded
an endowment of $1 million dollars, the interest from which funds 28 scholarships annually.
The proposed rule amendments were posted at the State Regents’ December 5, 2002 meeting.
POLICY ISSUES:
The recommended policy change relates to the eligibility of persons who are not United States citizens.
ANALYSIS:
Upon recommendation from State Regents’ legal counsel, proposed language has been added in 610:25-52(e) stating that: “Recipients of the scholarship must be a United States citizen, a non-citizen national of
the United States, or a qualified alien.” It is counsel’s opinion that, based on current federal and state law,
persons not covered by one of the three specified categories are not eligible for state financial aid
programs.
Two bills have been introduced for the 2003 Oklahoma legislative session that could eventually affect this
provision. The bills, SB 596 and HB 1559, would make undocumented students eligible for enrollment at
state institutions and eligible to be considered for classification as an Oklahoma resident. SB 596 also
contains specific language to make such students eligible for state student financial aid. Until the
legislative process is concluded for these two bills, it is recommended that the State Regents proceed with
implementing the related rule amendments.
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SUBCHAPTER 5. WILLIAM P. WILLIS SCHOLARSHIP PROGRAM
610:25-5-2. Eligibility
(a) Individuals who are residents of the State of Oklahoma shall be eligible to apply for assistance under
the William P. Willis Scholarship Program.
(b) Individuals who are enrolled full time in an undergraduate program at a member institution of The
Oklahoma State System of Higher Education shall be eligible for assistance under the program.
(c) Individuals who meet low-income criteria as established by the Oklahoma State Regents for Higher
Eduction shall be eligible for admission to the program.
(d) Certification of applicant eligibility must be provided by a participating institution.
(e) Recipients of the scholarship must be a United States citizen, a non-citizen national of the United
States or a qualified alien.
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Meeting of the
OKLAHOMA STATE REGENTS FOR HIGHER EDUCATION
February 21, 2003
AGENDA ITEM #19-h (8):
Chancellor’s Scholarship Program
SUBJECT:
Approval of Amendments to Rules
RECOMMENDATION:
It is recommended that the State Regents adopt the proposed rule amendments for
the Chancellor’s Scholarship Program.
BACKGROUND:
The Chancellor’s Scholarship Program provides scholarships to entering freshmen students who have
demonstrated high academic achievement, strong leadership qualities, and a commitment to enhancing
their local community. Awards are paid from earnings on private donations. The awards are one-time
scholarships of $1,000.
The proposed rule amendments were posted at the State Regents’ December 5, 2002 meeting.
POLICY ISSUES:
The recommended policy change relates to the eligibility of persons who are not United States citizens.
ANALYSIS:
Upon recommendation from State Regents’ legal counsel, proposed language has been added in 610:25-33(2) stating that: “Recipients of the scholarship must be a United States citizen, a non-citizen national of
the United States, or a qualified alien.” It is counsel’s opinion that, based on current federal and state law,
persons not covered by one of the three specified categories are not eligible for state financial aid
programs.
Two bills have been introduced for the 2003 Oklahoma legislative session that could eventually affect this
provision. The bills, SB 596 and HB 1559, would make undocumented students eligible for enrollment at
state institutions and eligible to be considered for classification as an Oklahoma resident. SB 596 also
contains specific language to make such students eligible for state student financial aid. Until the
legislative process is concluded for these two bills, it is recommended that the State Regents proceed with
implementing the related rule amendments.
149
SUBCHAPTER 3. CHANCELLOR'S SCHOLARSHIP PROGRAM
610:25-3-3. General principles for operation of program
The Chancellor's Scholarship Program will operate under the following general principles:
(1) Only students attending Oklahoma public institutions of higher education are eligible.
(2) Recipients of the scholarship must be a United States citizen, a non-citizen national of the United
States, or a qualified alien.
(3) The program will be funded through accrued interest on private donations.
(34) The funds will be held within the State Regents' Trust for Academic Scholars.
(45) The scholarship program will not start until sufficient accrued interest has accumulated.
(56) The scholarship will be a one-time award of $1,000.
150
Meeting of the
OKLAHOMA STATE REGENTS FOR HIGHER EDUCATION
February 21, 2003
AGENDA ITEM #19-h (9):
Purchasing Procedures
SUBJECT:
Purchasing
RECOMMENDATION:
It is recommended that the State Regents adopt this amendment to the rules of administrative
operations, which amendment shall add a new subchapter, Purchasing.
BACKGROUND:
This agenda item was originally presented to the State Regents at their December 5, 2002. Following the
required APA public comment period, the item is now presented for final action on the adoption of the
program rule amendment.
Pursuant to a directive by the state legislature, a compliance review was conducted of the OSRHE’s
Administrative Code Rules. This review identified the absence of administrative rules related to the
OSRHE purchasing policies.
POLICY ISSUES:
The proposed rules set forth the necessary instructions and guidelines for vendors or other interested
parties regarding the purchasing processes for the OSRHE. The purposes of the rules are:




To establish consistent purchasing practices and procedures for operations of the Oklahoma
State Regents for Higher Education;
To achieve economies and efficiencies and make the most effective use of public funds;
To encourage competition and ensure fair and equitable treatment among vendors; and
To insure the quality and integrity of the purchasing process.
This action is necessary to comply with essential agency rules as defined by the Administrative
Procedures Act.
ANALYSIS:
The amended rules would clarify:
 General contracting and purchasing provisions;
 Vender processes; and
 Bidding and award processes.
Approval by the State Regents would allow the rule amendment process to continue as defined by the
Administrative Procedures Act.
151
TITLE 610. STATE REGENTS FOR HIGHER EDUCATION
CHAPTER 1. ADMINISTRATIVE OPERATIONS
SUBCHAPTER 11. PURCHASING
610:1-11-1. Purpose
The Purchasing Department of the Oklahoma State Regents for Higher Education is responsible for the
acquisition of all goods, equipment and services for the operation of the Oklahoma State Regents for
Higher Education, authorized by 70 O.S. §3206. The State Regents is exempted from the provisions of
the Oklahoma Central Purchasing Act by 74 O.S. 85.3A. All acquisitions of the State Regents made
pursuant to the State Regents’ approved Purchasing Policy. The purposes of the policy are:
(1) To establish consistent purchasing practices and procedures for operations of the Oklahoma
State Regents for Higher Education;
(2) To achieve economies and efficiencies and make the most effective use of public funds;
(3) To encourage competition and ensure fair and equitable treatment among vendors; and
(4) To insure the quality and integrity of the purchasing process.
610:1-11-2. Purchasing Authority for OneNet Statewide contracts
(a) The Department of Central Services shall recognize as a statewide contract an unencumbered
contract consummated in behalf of the telecommunications network known as OneNet by the Oklahoma
State Regents for Higher Education or any other state entity assigned responsibility for OneNet;
provided, said recognition shall require recommendation by the Information Services Division of the
Office of State Finance. The Department of Central Services shall not subject purchases pursuant to said
contracts to any quantity limit. [74 O.S., §85.9E. A.]
(b) The Oklahoma State Regents for Higher Education and any other state entity assigned responsibility
for OneNet are authorized to negotiate for education or government discounts from published price
listings and to make contracts at such prices subject to adjustment for price increases nationally
published. [74 O.S., §85.9E. C.]
610:1-11-3. Definitions
The following words and terms, when used in the Chapter, shall have the following meaning, unless
the context clearly indicates otherwise:
"Acquisition" means all type of purchases and rental necessary to perform the duties assigned to the
Oklahoma State Regents for Higher Education, whether bought or leased by contract or otherwise, and
includes every means by which the Oklahoma State Regents for Higher Education obtains any materials,
supplies, service or equipment.
"Award" means when the Authority, Chief Executive Officer, department, Purchasing Director, or
other person authorized to make the acquisition, agree on a suitable vendor for a competitive bid and the
Purchasing Director, or designee, notifies the successful vendor.
"Bidders list" means a list of individuals or business entities that desire notification of solicitations
for specified commodity codes.
"Chancellor" means the Chief Executive Officer at the Oklahoma State Regents for Higher
Education.
"Commodity Code" means a group of like products or services.
"Competitive Bidding" means a process of acquisition wherein bidders submit bids to the Purchasing
Director pursuant to terms, conditions and other requirements of a solicitation.
"Days" means calendar days unless otherwise specified.
"Department" means a department within the Oklahoma State Regents for Higher Education
"EEOC" means Equal Employment Opportunity Commission.
"Equipment" means all personal property acquired for the Oklahoma State Regents for Higher
Education’s use which is in the nature of a tool, device, or machine and shall be deemed to include all
152
personal property used or consumed by The Oklahoma State Regents for Higher Education and is not
included within the category of materials and supplies.
"Emergency acquisition" means an acquisition made by the Purchasing Director without seeking
competitive bids to relieve an unforeseen condition believed to endanger human life or safety or pose
imminent danger to significant property, or a condition certified by the as a serious environmental
situation.
"Fiscal Year" means the period of time from July 1 of a calendar year through June 30 of the
succeeding calendar year.
"Goods" means products, material, supplies and includes all property except real property acquired by
the Oklahoma State Regents for Higher Education for its use or consumption, except equipment.
"Invitation to Bid" or "ITB" means a document issued which describes the goods or services for
which offers are being solicited.
"Professional Services" means services which are predominantly advisory or intellectual in character,
or involve support rather than supplying equipment, supplies or other merchandise. Professional services
include those services requiring special, usually advanced education or skill.
"Purchasing" means the Purchasing Department of the Oklahoma State Regents for Higher
Education.
"Purchasing Director" means the Purchasing Director of the Oklahoma State Regents for Higher
Education.
"Request for proposal" means a type of solicitation the Purchasing Director sends to suppliers
requesting submission of proposal for acquisitions.
"Request for quotation" means a simplified written or oral solicitation the Purchasing Director sends
to suppliers requesting submission of a quote.
"Services" means labor rendered by a person to another as distinguished from providing tangible
goods. It shall include any type of personal or professional service, employment or undertaking except
the employment of regular officers and employees by a state agency or such extra seasonal help as is
authorized by law and is regularly use.
"Solicitation" means a request or invitation by the Purchasing Director for a supplier to submit a
priced offer to sell acquisitions to the state. A solicitation may be an invitation to bid, request for
proposal or request for quotation.
"State Regents" means the Oklahoma State Regents for Higher Education.
"Vendor registration" means a process a supplier uses to register with the Purchasing Division to
receive solicitations for specified commodities for a specified period of time.
610:1-11-4. General contracting and purchasing provisions
(a) Acquisitions for the State Regents will be as follows:
(1) Direct purchase order for goods and services to the vendor within the authorized dollar
amounts and other limitations contained in this Chapter.
(2) Formal bid process
(3) Purchases may be made from purchase orders or purchase contracts or at a price equivalent to
purchase order or purchase contracts that have been awarded to a vendor(s) on the basis of
competitive bids by any of the following entities:
(A) Oklahoma Department of Central Services
(B) Colleges and universities within the state system
(C) General Services Administration
(D) Educational purchasing consortia
153
(b) Purchases exempt from competitive bidding requirements:
(1) Emergency purchases
(2) Memberships and Subscriptions
(3) Services of Licensed Professionals
(4) Sole Source Purchases
(5) Training
610:1-11-5. Vendor registration
(a) Any vendor wishing to do business with the State Regents should be on the vendor bidder list
maintained by the Purchasing Department of the Oklahoma State Regents for Higher Education. Any
vendor who wants to be on the bidder list must register with the Purchasing Division at the State Regents
to receive copies of bids for the commodities or services which the vendor wishes to sell. All vendors are
eligible for consideration.
(b) Vendors wishing to be added to the bidders list should write, fax, or visit the Purchasing Department
and provide information about the company and the products or services that the vendor is interested in
providing to the Regents.
(c) Upon receipt of this information, Purchasing will ascertain what classification(s) the vendor has
identified an interest in supplying and will then enter the information into the Purchasing Data System.
As a service to the vendor, the vendor will be mailed copies of the ITB or RFP for those products and
services for which the vendor is registered.
(d) It is the responsibility of the vendor to update its file on an ongoing basis. Purchasing will retain all
vendor information on file for three years.
610:1-11-6. Vendor retention and removal from bidders list
(a) To ensure a mutually beneficial relationship between vendors and the State Regents, it may become
necessary to remove a vendor from the active vendor list.
(b) Removal from the bidders list may be considered for the following:
(1) Failure to respond to an Invitation to Bid or Request for Proposal. (A "NO Bid" response is
considered a response.)
(2) Repeated or unexplained failure on the part of the vendor to meet promised and/or required
delivery dates and prices.
(3) Delivery by the vendor of substitutes in lieu of the items(s) specified on the approved bid
and/or purchase order.
(4) Failure to meet EEOC and other requirements mandated by public legislation or the State
Regents.
(5) Problems created by the vendor regarding incorrect or inappropriate billing adjustment for
goods and/or services furnished.
(6) Failure to support purchase products by not supplying necessary information, required
maintenance and/or parts.
(7) A conviction or plea of guilt to a felony involving fraud, bribery, corruption or sales to the
state or to any of its political subdivisions.
(c) Vendor may petition the Director for reinstatement. Such a vendor has the burden of demonstrating
that it has the capability to responsibly do business with the state, and the conditions leading to its
removal have been remedied.
610:1-11-7. Competitive bidding
The competitive or formal bidding process requires that vendors submit sealed bids in accordance with
detailed specification of the goods or services to be purchased. Bids are to be awarded to the vendor that
submits a bid meeting specifications and which offers the best value to the state.
(1) Submission of bids.
154
(A) If a vendor wishes to bid on the item(s) listed in an ITB, the vendor shall complete
the bid according to the instructions provided with the ITB. It is the vendor’s
responsibility to read and understand the instructions and terms and conditions provided
with the invitation to bid. Failure to comply with the instructions and terms and
conditions in the ITB may disqualify the bid. Any questions should be directed to the
Director of Purchasing listed on the bid.
(B) If the vendor does not wish to bid on the items, the vendor should fill in the vendor
name, address, and write "No Bid" in the unit price column and return the bid to
Purchasing.
(C) It is the responsibility of the vendor to ensure delivery of a bid to Purchasing at or
prior to the designated time on the ITB. The Oklahoma State Regents for Higher
Education will not be responsible for, or accept late bids.
(2) Bid openings.
(A) All sealed bids will be stamped with the time and date upon receipt at Purchasing.
The bids will be placed in a secured bid file until time for the scheduled bid opening.
Access to the file is limited to the Purchasing Director or designee until the bid opening.
(B) Bids will be opened at the designated date and time of closing by State Regent’s
purchasing personnel. A bid opening record will be completed and maintained in the bid
file.
(C) A vendor and/or interested parties prior to the bid opening may request public
openings.
(D) No award will be made at routine or public openings. Award recommendations are
made in writing upon conclusion of the bid evaluation.
(E) All bids responses are open to the public during normal working hours, after the bid
opening, and in accordance with 5l O.S. 1991, Sections 24A.1 et seq., as amended.
Copies may be requested in writing from the Purchasing Director.
(3) Award of bid
(A) Purchasing has the right to waive minor deficiencies or informalities in a bid
provided that, in the Purchasing Director’s judgment, the best interest of the State would
be served without prejudice to the rights of the other bidder(s).
(B) Tie bids may develop between bidders. If these bidders are equal in price and all
specifications, the award will be determined by a coin toss or by a series of coin tosses.
(C) If the ITB specifies that the bid evaluation criteria is lowest and best, the bid will be
evaluated by applying the following criteria:
(i) Lowest total purchase price. The bid price shall be a firm fixed price for
each acquisition the ITB specifies for the duration of the contract period.
(ii) Quality and reliability of the acquisition. Additional factors regarding the
responsiveness of the bid and the responsibility of the bidder shall be considered.
(iii) Consistency of the proposed solution with state agency objectives. The
State Regents shall determine if the bid meets the specifications of the ITB and
determine the consistency with state agency planning documents and announced
strategic direction.
(D) The State Regents reserve the right to implement criteria of "Best Value" in the bid award process
as outlined in 74 O.S., 1998, Section 85.7.
(E) The State Regents reserve the right to accept by item, group of items, or by the total bid, as
specified in the ITB.
(F) The State Regents reserve the right to reject in part or whole any bid.
(G) No award will be made if the State Regents determines the lowest bid total more than the money
available for purchase or if the lowest bid exceeds the reasonable market price.
155
(H) The State Regents will send a purchase order or a notice of award as acceptable notification of a
valid and binding contract with a vendor.
(I) All awards will be made under the terms and conditions specified in the ITB.
(J) The ITB together with the successful vendor’s responsive bid shall constitute a binding contract
and will be interpreted under Oklahoma law.
(K) All ethics rules and laws related to conflicts of interest and doing business with public officials
apply to any acquisition by the State Regents.
(4) Award protests
(A) Any bidder may protest the award of a bid. A protest may be based, but is not
limited to, the following:
(i) Error in the calculation of price
(ii) The bid of the successful vendor did not meet the bid specifications
(iii) The bidding procedure was done in violation of the State Regent’s rules; or
(iv) State Regents personnel handling the bidding procedure acted in a willful or
capricious manner.
(B) After the award is made, the protesting bidder shall submit written notice to the State
Regents’ Purchasing Director, within seven (7) days of reasonable notice of contract
award. The protest notice shall state supplier facts and reasons for protest.
(C) The Purchasing Director shall review the protest and contract award documentation,
and respond to the vendor.
(5) Administrative review
(A) If the protesting bidder does not agree with the Purchasing Director’s decision on the
challenge of award, the protesting bidder may request an administrative review. Any
protesting bidder may appeal a decision by the Purchasing Director to the Chancellor. In
order for the claim to be eligible for administrative review, the appeal must have been
through the protest award process as per 610:1-11-7(4).
(B) The protesting bidder must file a notice of appeal within seven (7) working days of
the date of the letter notifying the bidder of the decision by the Purchasing Director to the
challenge of award by the protesting bidder, or the postmark of such letter, whichever is
later. The letter shall contain the following:
(i) The letter must state all the facts and arguments giving rise to the claim of
controversy and the appeal.
(ii) The letter must also state clearly and separately the alleged error by the
Purchasing Director or other State Regents’ personnel and the relief sought with
the appeal to the Chancellor.
(iii) The letter must clearly and separately state that the vendor is requesting an
opportunity to be heard in pursuit of the appeal.
(C) Upon receipt of a properly perfected notice of appeal, the Chancellor shall review the appeal
himself or appoint a designee to conduct the administrative review. The Chancellor may appoint any
officer of State Regents or may appoint an attorney licensed to practice law to conduct the review.
The person conducting the review shall promptly set a time period in which a review will be
conducted that will be not more than forty-five (45) days in length beginning from the date the notice
is filed. The person conducting the administrative review will set a date in which the vendor must
produce or identify all the documents or other supporting data (verbal or written) which supports his
appeal, which date must be within the forty-five (45) day time period above. The person conducting
the administrative review may schedule a meeting with the vendor to discuss the appeal and issues
raised, and will examine all such documents and supporting data.
156
(D) Within twenty (20) working days after the administrative review period, the person conducting
the administrative review shall make a written recommendation for decision to the Chancellor for
contracts/purchases within the Chancellor’s purchasing authority or to the State Regents for
contracts/purchase exceeding that limit. For decisions that will be made by the Board, such matters
shall appear on the agenda of the next regularly scheduled meeting. Either the Chancellor or the
Board, given those parameters, shall render the final agency decision and staff shall notify the
protesting bidder and the apparent successful bidder of the decision by certified mail. The decision
shall include findings of the fact and conclusions of law supporting the decision to uphold the award
or set the award aside.
610:1-11-8 Request for Proposals Process
A Request for Proposal (RFP) process may be used when it is determined by the Chancellor or the
Chancellor’s designee that it is more practical and advantageous to receive proposals for services or
goods rather than to invite competitive bids based on detailed specifications. The RFP process will
ordinarily be limited to purchases, such as professional services, where the purchase award is based on
qualitative factors most advantageous to the state.
610:1-11-9. Group purchasing acquisitions
Alternatives to the formal bid process. Purchases may be made from purchase orders or purchase
contracts or at a price equivalent to purchase order or purchase contracts that have been awarded to a
vendor(s) on the basis of competitive bids by any of the following entities:
(1) Oklahoma Department of Central Services
(2) Colleges and universities within the state system
(3) General Services Administration
(4) Educational purchasing consortia
610:1-11-10. Sole Source Contracts
When a contract for a particular acquisition for services or goods, which, by the contract specifications
needed by the agency, restricts the contract to one vendor or to one brand name, the purchase can be made
without informal quotations or formal bids. All sole source purchases are subject to the approval of the
Chancellor or the Chancellor’s designee, and must be supported by a written statement of justification
from the requesting unit.
610:1-11-11. Emergency Acquisition process
The Chancellor or the Chancellor’s designee may waive bidding requirements when an emergency
exists that is a threat to public health, welfare, or safety of State Regents; operations and staff. In such
event, documentation that is reasonable and sufficient under the circumstances should be maintained
substantiating the basis for the emergency and justifying the selection of the vendor.
610:1-11-12. Purchases $2,500 or less.
Purchases $2,500 or less are not subject to competitive bidding and may be made from vendors
capable of providing the required good(s) or services(s) in a quality and timely manner.
610:1-11-13. Purchases between $2,501 and $25,000
Purchases between $2,501 and $25,000 may be made on the basis of an informal bid process.
Purchases made on this basis require price quotations from a minimum of three (3) vendors. All price
quotations must be supported by documentation of telephone solicitations or facsimile transmission from
the vendors.
610:1-11-14. Purchases in excess of $25,000
157
Purchases in excess of $25,000 must be reported to the Budget & Audit Committee which may choose
to forward them to the full board for approval. These purchases shall be made on the basis of one of the
following processes:
(1) Formal bid process.
(2) Alternatives to the formal bid process. Purchases may be made from purchase orders or
purchase contracts or at a price equivalent to purchase order or purchase contracts that have been
awarded to a vendor(s) on the basis of competitive bids by any of the following entities:
(A) Oklahoma Department of Central Services
(B) Colleges and universities within the state system
(C) General Services Administration
(D) Educational purchasing consortia
(3) Request for Proposal process.
610:1-11-15. Purchases in excess of $100,000
Purchases in excess of $100,000 require prior approval of the State Regents.
610:1-11-16. Professional services contracts
A contract for the personal services of a physician, architect, attorney, certified public accountant,
professional engineer, land surveyor, or other licensed professional as defined in 18 O.S., § 803(6) may
be awarded without competitive bidding, except as may be otherwise provided by law applicable to the
State Regents. All requests for the services of a specific licensed professional must be supported by a
written statement from the requesting unit justifying the selection. The requesting unit must consider the
specific needs of the agency, the ability of the individual to meet those needs in a timely manner, and the
cost of the services. All contracts for professional services must be approved by the Chancellor or the
Chancellor’s designee.
610:1-11-17. Training
Employee training services may be acquired without competitive bidding if necessary to accommodate
the needs of the agency and to ensure continued performance of hardware, software, or
telecommunications equipment. The requesting unit must provide written justification for an exemption
from the competitive bidding requirements. The requesting unit should consider (1) employee work
schedules, (2) potential for interruptions in service, (3) cost of interruptions in service, and (4) the number
of employees already trained for the particular purpose. All acquisitions under this section must be
approved by the Chancellor or the Chancellor’s designee. The Chancellor will require a periodic review
of all costs associated with employee training services, including any associated travel expenses, to ensure
that the costs are reasonable.
158
Meeting of the
OKLAHOMA STATE REGENTS FOR HIGHER EDUCATION
February 21, 2003
AGENDA ITEM #19-i:
Summer Academies
SUBJECT:
Ratify of 2003 Summer Academy Grants
RECOMMENDATION:
It is recommended that the State Regents ratify the Summer Academy proposals
recommended for funding as set forth in this agenda item.
BACKGROUND:
Oklahoma institutions of higher education were invited to submit proposals for Summer Academies for
mathematics, science, and multidisciplinary studies designed to reach students who will be entering the
eighth through twelfth grades in the fall of 2003. Proposals for 2003 were required to feature curricula
designed to introduce students to specific mathematics, science, and multidisciplinary topics, as well as
demonstrate academic links with Oklahoma business and industry. Added in 1999 was the inclusion of a
multiple-year category for Summer Academies. Multiple-year proposals were to be directly aligned with
systemic reform initiatives. All accredited Oklahoma higher education institutions were eligible to submit
proposals for funding various Summer Academy programs.
POLICY ISSUES:
The Summer Academy program is intended to improve students' interest in science and math, as well as in
multidisciplinary studies as a way to enhance their preparation for college.
ANALYSIS:
A review committee comprised of math and science educators representing common education, public, and
private higher education examined proposals for purposes of making funding recommendations. Eighteen
Summer Academy multiple-year proposals were received. The review committee recommended 14 new
proposals for funding and 30 previously approved academies to be continued in funding. Total
recommended is $1,319,814 (new academies - $443,586; second-year academies for continued funding $353,283; and third-year academies for continued funding - $602,945.) Funding for successive years in the
multiple-year category is contingent upon continued funding of the Summer Academy program and on
program efficacy as demonstrated through internal and external evaluation of the programs.
Attached is the list of Summer Academy grants for 2003.
Attachment
159
2003 SUMMER ACADEMY GRANTS
Institution
Project Title
Director(s)
2003 Grant
OU Health Sciences Center/ Tulsa Summer Academy in the Health Sciences
University of Oklahoma Professions
Boyd Dill
$
29,805.00
Oklahoma State University Discover Architecture
Oklahoma State University Exploring Quantitative Analysis: A Basic
Introduction
Oklahoma State University Remote Controlled Basics of Technology and
Oklahoma City campus Science: RC BOTS Camp
East Central University Statistics, Meteorology, and Technology: A Basic
Introduction Plus
East Central University Forensic Science: From Crime Scene to
Laboratory
Suzanne Bilbeisi
Melanie Page
$
$
15,485.00
38,769.00
Neal Willison
$
23,337.00
Eugene Hobbs
$
30,723.00
Susan Miller
$
39,900.00
Langston University
An Intensive Summer Academy in Science,
Mathematics and Technology for grades 10-12
John Coleman
$
71,742.00
Langston University
Future Educator's Summer Academy: Three R's
and a T
Randy Hunt
Gail Anderson
$
39,900.00
Ecological
Adventure
Stuart Woods
$
49,020.00
Richard Walcott
Carla Thompson
$
$
20,948.00
19,903.00
Donna Farrior
$
29,936.00
Connors State College
Investigation
and
Seminole State College Peek into Engineering (PIE) Project
Tulsa Community College A,B,C,D,E- Horticulture Summer
Wilderness
Academy
University of Tulsa
Tulsa Mathematics Equity Academy
Oklahoma Christian
University
Opportunity Bytes: Promoting Computer
Science/Math for High School Students
Ben Hutchinson
$
9,180.00
St. Gregory's University
Summer Academy in Conservation Biology and
Biostatistics: An Inquiry-based Approach
Institution
Doyle Crosswhite
$
24,938.00
1ST YEAR FUNDING - NEW ACADEMIES TO BE APPROVED FOR 2003
University of Oklahoma The University of Mars: An Interdisciplinary
Donna Shirley
Study in Engineering
John Y. Cheung
David P. Miller
Mary C. Court
University of Central
Engineering Physics: Team Oriented Science
Ronald Miller
Oklahoma
and Technology
Charles Hughes
Southeastern Oklahoma 21st Century Connections: Adventures in
Steve McKim
State University
Robotics,
Telecommunications,
Computer
Interfacing, Graphics and Logic
Southwestern Oklahoma Academy for Future Math and Science Teachers Sylvia Esjornson
State University
(AFMAST)
Rogers State University Summer Science Academy: Exploring HumanSherril Stone
Animal Interaction and Bonding Processes
Eastern Oklahoma State Summer Science Academy in Ecology
Bill Albright
College
Terry Haynes
Eastern Oklahoma State Summer Academy in Information Technology
Harold Bogard
College
Deborah Layton
Murray State College
Computer Aided Design and Manufacturing
Bill Malone
Summer Academy
$
$
443,586.00
41,061.00
$
25,644.00
$
22,890.00
$
35,910.00
$
27,458.00
$
19,523.00
$
19,269.00
$
35,416.00
$
45,790.00
Murray State College
Summer Astronomy Academy
Carlton Rousey
160
Institution
Project Title
Director(s)
Western Oklahoma State Summer Academy in Transgenics and Plant
College
Biology
2003 Grant
Elizabeth Wallace
$
19,654.00
University of Tulsa
Technology Education & Collaborative (TEC)
Academy
David Brown
$
27,357.00
Oklahoma Christian
University
Exploring Biodiversity in Oklahoma: Fossils,
Fish, and More!
Roger Lemmons
$
16,258.00
Oklahoma Christian
University
In Cold Blood: Applications
Biotechnology in Forensic Science
Ben Hutchinson
$
17,053.00
$
$
353,283.00
45,572.00
of
DNA
2ND YEAR FUNDING FOR ACADEMIES APPROVED IN 2002
University of Oklahoma Field Studies in Multidisciplinary Biology
Peggy Whaley
OU Health Sciences Center Summer Academy in the Health Sciences
Professions
Boyd Dill
$
56,299.00
Oklahoma State University Academy of Range and Wildlife Ecology
Oklahoma State University Aerospace Education High School Summer
Academy
Christine Moseley
Steven Marks
$
$
11,818.00
44,888.00
Oklahoma State University Reaching Engineering and Architecture Career
Heights
Camille DeYong
Suzanne Bilbeisi
$
29,925.00
HOT
David Gerken
$
38,855.00
Oklahoma State University- Information Technology Enterprise Academy
Okmulgee
University of Central
PUBLIC SECRETS:
The Science of
Oklahoma
Encryption
and
Other
Careers
in
Mathematics and Technology
East Central University Connecting Problem Solving Strategies in
Metrics, Geometry, and Estimation to
Technological Application in Landscaping and
Architectural Design
Kent Roberson
$
40,166.00
David Boliver
$
47,489.00
Eugene Hobbs
$
40,846.00
Luke Foster
$
25,802.00
Kathi McDowell
$
18,921.00
Billy Stewart
$
8,550.00
Oklahoma State University- Horticulture and Other Technologies:
Oklahoma City
Camp
Northeastern State
University
Today's
Technology:
Tomorrow's
Application in Business and Industry
Northeastern State
University
Northwestern Oklahoma
State University
Wildlife Forensics
Southwestern Oklahoma
State University
Connors State College
Science, Mathematics, & Technology in Industry:
A Partnership in Problem Solving
Muskogee
Three
Forks
Harbor-Another
Field of Dreams
Brian Campbell
$
69,071.00
Stuart Woods
$
32,300.00
Summer
Sciences
Jamie Graham
Susan Loveless
$
24,842.00
Dennis Anderson
$
39,853.00
Jeff Bigelow
$
27,748.00
$
602,945.00
$
1,399,814.00
Rose State College
Mathematics Technology:
Paradigm
Academy
for
An Application
the
Environmental
Oklahoma City Community Developing 21st Century Technology Skills
College
in Science
Oklahoma Christian
University
Engineering the New Millennium
3RD YEAR FUNDING FOR ACADEMIES APPROVED IN 2001
TOTAL 2003 SUMMER ACADEMY GRANTS
161
162
Meeting of the
OKLAHOMA STATE REGENTS FOR HIGHER EDUCATION
February 21, 2003
AGENDA ITEM #19-j:
No Child Left Behind (formerly Eisenhower Mathematics and Science Grant Program)
SUBJECT:
Funding Recommendations for the 2003 No Child Left Behind Grant Awards
RECOMMENDATION:
It is recommended that the State Regents ratify the recommended new No Child Left
Behind grant program awards as listed in this item’s attachment.
BACKGROUND:
The No Child Left Behind Act of 2001 (NCLB) amended the Elementary and Secondary Education Act
of 1965 (ESEA) by making significant changes in the major Federal programs that support schools’
efforts to educate the Nation’s students. The Eisenhower program under the new law no longer exists by
name and the priorities under Eisenhower, Class Size Reduction, and other federal priorities are now funded
under Title II, Part A, of the new law.
For federal fiscal year 2003, Congress has appropriated funds for state programs authorized under Title II,
Part A, No Child Left Behind Act. Funds are allocated to states by formula.
POLICY ISSUES
The Title II, Part A, No Child Left Behind Grant Program is to improve teaching so as to raise student
achievement in core academic subjects. Improving teaching in core academic subjects, especially
mathematics and science, will enhance student preparation for college.
ANALYSIS
A review committee comprised of mathematics and science educators representing common education,
public, and private higher education was assembled and asked to examine the new proposals for purposes of
making funding recommendations. Fifteen proposals were submitted, evaluated and ranked for purpose of
determining funding.
The attached table lists the individual recommended award amounts by project. Total recommended
funding for the No Child Left Behind Grant Program across new programs and continuation
programs is $826,312.
Attachment
163
NO CHILD LEFT BEHIND (NCLB), TITLE II, PART A
2003 GRANTS
Institution
Oklahoma State University
East Central University
East Central University
Southeastern Oklahoma
State University
Southeastern Oklahoma
State University
Southwestern Oklahoma
State University
Tulsa Community College
Oklahoma Christian
University
Oklahoma Christian
University
University of Tulsa
Project Title
Director(s)
A Middle School Professional Development
Sande Sparkman
Institute in Hands-On, Inquiry-based Science
Connecting Mathematics & Science through
Dr. T. Ray Hamlett
an Integration of Appropriate Technology,
Dr. C. Eugene Hobbs
Methodology, and Assessment: A Teacher
Leadership Institute
Mathematics Teacher Enhancement Project:
Dr. Linda Braddy
Probability and Statistics
Field Research Experience for Secondary
Dr. Brad Ludrick
Science Teachers
Dr. Doug Wood
Universities Uniting for OSRHE Brain Gain
Dr. Joseph Licata
2010
Dr. C. W. Mangrum
Elementary School Mathematics
Dr. John Woods
(ESM 2003)
Data-Driven Decision-Making Professional Dr. Carla Thompson (TCC)
Development
for
Oklahoma
Urban
Karen Rogers (TPS)
Preservice and Inservice Educators
Dr. Jayne Fleener (OU)
David Garner (OKCPS)
Geometry: Visulation and Manipulation for
Phyllis Bolin
Understanding
Darlinda Cassel
Enabling Teachers to Connect PASS
Dr. Ben Hutchinson
Objectives
and
Science/Technology
Dr. Jim Cutbirth
Competitions
Teacher Increased Content Knowledge
Equals Student Achievement in Math (TICK
=SAM) Project
TOTAL 2003 NCLB GRANTS RECOMMENDED TO BE FUNDED
164
Mary Stewart
Dr. Sacra Nicholas
Recommended
Grant Amount
$
104,004.00
$
93,858.00
$
48,958.00
$
58,678.00
$
250,000.00
$
71,878.00
$
48,037.00
$
39,413.00
$
20,347.00
$
91,139.00
$
826,312.00
Meeting of the
OKLAHOMA STATE REGENTS FOR HIGHER EDUCATION
February 21, 2003
AGENDA ITEM #19-k:
Nonacademic Degree
Not Available Electronically
165
Not Available Electronically
166
Meeting of the
OKLAHOMA STATE REGENTS FOR HIGHER EDUCATION
February 21, 2003
AGENDA ITEM #19-l:
Agreements/Contracts
SUBJECT:
National Governors’ Association Center for Best Practices Contract
RECOMMENDATION:
It is recommended that the State Regents ratify the contract for services to the
NGA’s Center for Best Practices as outlined.
BACKGROUND:
As a continuation of the work between the State Regents and the National Governors’ Association (NGA)
Center for Best Practices tied to the Learning Lab held in April 2002, NGA has requested that State
Regents go to participating states and assist states in replicating some of the State Regents’ K-20
practices. Funded by the Lumina Foundation, the NGA center is providing a series of state-specific
contracts intended to provide honoraria and travel funding for State Regents’ work. The first contract,
attached, provides for work to be done with the Texas Higher Education Coordinating Board before April
30, 2003.
POLICY ISSUES:
This action is consistent with the State Regents’ work plan with respect to Brain Gain 2010 goals and
objectives and extends the partnership with the NGA’s Center for Best Practices in promoting high
quality K-20 programs.
ANALYSIS:
A copy of the contract and work plan specifying the services of Dr. Dolores Mize is attached. The
honorarium for this work will be deposited into the Chancellors’ Scholarship Trust Fund upon receipt.
Attachments
167
168
169
170
171
172
173
174
Meeting of the
OKLAHOMA STATE REGENTS FOR HIGHER EDUCATION
February 21, 2003
AGENDA ITEM #19-m:
Policy
SUBJECT:
Acceptable Use Policy
RECOMMENDATION:
It is recommended that the State Regents approve the amended acceptable use
policies related to agency computing systems.
BACKGROUND:
The Acceptable Use Policy for OneNet and the State Regents’ Computing System was adopted by the
State Regents on March 12, 1999, as Section 7-16 of the Personnel Policies and Procedures Manual. The
rationale of the policy change is to accommodate changes and advances in technology and to
appropriately advise employees of acceptable uses of the local and wide area networks and equipment
made available to them to accomplish their assigned duties.
POLICY ISSUES:
The recommended amendments extend the policy to equipment provided by the agency (including laptops
and other equipment used offsite); specifically prohibit offensive and sexually explicit materials; and
prohibit downloading or installing software or data not provided or approved by authorized agency
personnel.
ANALYSIS:
The proposed changes will ensure that employees are apprised of prohibited activities that could
compromise agency systems and equipment and/or create legal liability for the agency.
175
Section 7-16. Acceptable Use Policy for OneNet™ and the State Regents’ Computing System and
Equipment
7-16-1. OneNet was established with the goal of facilitating and disseminating knowledge; encouraging
collaborative projects and resource sharing; public service; aiding technology transfer to Oklahoma
businesses; fostering innovation and competitiveness within Oklahoma; economic development;
conducting the affairs of government; and building a broader infrastructure in support of education and
research.
7-16-2. OneNet access and State Regents’ computer equipment is being provided to employees of the
Oklahoma State Regents for Higher Education exclusively for the purpose of assisting them in performing
their jobs within this Agency. Use of OneNet must be consistent with the above stated goals, relevant to
the performance of the employee’s job, and consistent with existing laws respecting the use of State
property, regardless of where computer equipment is located or how and from what location the network
is accessed. All communications through OneNet and intra-agency e-mail are subject to the same
limitations as workplace communications in other media. In this vein, as a condition of providing
OneNet, e-mail, and Internet access to its employees, the Agency places certain restrictions on workplace
the use of these systems, inclusive of any equipment provided.
7-16-3. Employee use of these systems is encouraged for the following purposes:
7-16-3-1. To communicate with fellow employees and clients regarding matters relevant to an
employee's assigned duties;
7-16-3-2. To acquire information related to, or designed to facilitate the performance of regular
assigned duties;
7-16-3-3. To facilitate performance of any task or project in a manner approved by an employee's
supervisor.
7-16-4. The following uses of these systems are regarded by the agency as unacceptable:
7-16-4-1. It is not acceptable to use these systems for illegal purposes, including any activity that
is in violation of local, state or federal law.
7-16-4-2. It is not acceptable to use these systems to transmit, encourage the receipt of, or
knowingly receive threatening, obscene, offensive or harassing materials, including but not
limited to sexually explicit materials and materials or statements that are disparaging others based
on their race, color, national origin, gender, age, disability, or religious or political beliefs.
7-16-4-3. It is not acceptable to use these systems so as to knowingly or intentionally interfere
with or disrupt network users, services or equipment. Disruptions include, but are not limited to,
distribution of unsolicited advertising, propagation of computer viruses or worms and using the
network to make unauthorized entry to any other machine accessible via the network. Messages
may be disruptive based on, among other things, their language, frequency or length and their
consumption of bandwidth.
7-16-4-4. It is not acceptable to circumvent user authentication or security of any host, network
or account of OneNet or related systems. It is not acceptable to forge e-mail or OneNet posting
header information.
176
7-16-4-5. It is not acceptable to use these systems to transmit any material in violation of any
U.S., state, or local law or regulation which may include but is not limited to material that is
copyrighted, threatening, obscene, libelous, or defamatory, or material protected by trade secret.
7-16-4-6. It is not acceptable for an employee to use these systems to access information or
resources unless permission to do so has been granted by the owners or holders of rights to those
resources and information.
7-16-4-7.
7-16-4-7. It is not acceptable to use these systems or State Regents' facilities for
commercial purposes, with the exception of authorized Agency business.
7-16-4-8.
It is not acceptable for an employee to download or install personal software,
freeware, shareware or any other application on State Regents computing equipment
or to the network without obtaining the permission of a qualified member of the
Agency’s IT staff, as designated by the Vice Chancellor for IT and
Telecommunications; except that the Vice Chancellor for IT and
Telecommunications may authorize exceptions for given staff members when and to
the extent such an exception is both necessary and within the scope of the
employees’ job responsibilities.
7-16-5. Privacy
7-16-5-1. The Agency is entitled to access and monitor system use when authorized by the
Chancellor or his designee without prior notice, knowledge or permission, for a variety of reasons
including, but not limited to, resolving an urgent circumstance, obtaining valuable Agency-related
information, complying with a court order, warrant, subpoena or other legal discovery request for
information, assessing compliance with Agency policies or any applicable law, preserving
property or information that may be lost or destroyed, attending to maintenance concern, or
addressing safety or security concerns. Therefore, users have no privacy interest or expectation
of privacy in information stored on or transmitted over the Agency information technology
resources. Users acknowledge that access and monitoring is a reasonable means of advancing
Agency purposes.
7-16-5-2. Employees should be aware that no computer security system, no matter how
elaborate, can absolutely prevent a determined person from accessing stored information that he
or she is not authorized to access. The Agency cannot guarantee the privacy or confidentiality of
any information stored on the network. Therefore, if there is any information that must remain
confidential employees should not transmit or store it on the network.
7-16-5-3. Employees should be aware that, under the Oklahoma Open Records Act, the
electronic files of the Agency are treated in the same manner as paper files. The documents in the
files of employees of the State of Oklahoma are in most instances considered to be public
documents, and, therefore, may be subject to inspection.
7-16-6. Compliance
Individuals violating this Acceptable Use Policy may be subject to disciplinary action which may
include, but is not limited to, termination, suspension or transfer of the offending employee, as
well as prosecution under state or federal law or regulations, as appropriate. In cases involving
less serious violations, disciplinary action may consist of a warning or reprimand. Remedial
action may also include counseling, changes in work assignments or other measures designed to
prevent future misconduct. The measure of discipline will correspond to the gravity of the
offense as weighed by the Chancellor.
177
178
Meeting of the
OKLAHOMA STATE REGENTS FOR HIGHER EDUCATION
February 21, 2003
AGENDA ITEM #20-a:
Programs
SUBJECT:
Status Report on Program Requests.
RECOMMENDATION:
This is an information item.
BACKGROUND:
The Status Report on Program Requests tracks the status of all program requests received since July 1,
2002, as well as requests pending from the previous year.
POLICY ISSUES:
This report lists pending requests regarding degree programs as required by the State Regents’ “Policy
Statement on Program Approval.”
ANALYSIS:
The following pages contain the Current Degree Program Inventory and the following schedules:
I.
II.
III.
IV.
V.
VI.
VII.
VIII.
IX.
X.
XI.
Letters of Intent
Degree Program Requests Under Review
Approved New Program Requests
Requested Degree Program Deletions
Approved Degree Program Deletions
Approved Degree Program Name Changes
Requested Degree Designation Changes
Completed Cooperative Agreements
Suspended Programs
Reinstated Programs
Approved Inventory Reconciliations
179
CURRENT DEGREE PROGRAM INVENTORY
February 21, 2003
(Table reflects actions taken at the December 5, 2002 State Regents’ meeting)
Institution
No. of
Programs
Associate in
Arts/Associate
in Science
Associate
in
Applied
Science
Baccalaureate
Master's
Doctoral
First
Professional
Total
Certificates
OU
OUHSC
OU Law
OSU
OSUTB-OKC
OSUTB-OKM
OSU Vet Med
OSU-COM
ECU
NSU
NWOSU
RSU
SEOSU
SWOSU
UCO
CU
LU
OPSU
USAO
CASC
CSC
EOSC
MSC
NEOAMC
NOC
OCCC
RCC
Rose
SSC
TCC
WOSC
230
59
1
213
46
21
1
4
41
87
44
33
61
70
90
43
37
33
25
36
37
34
31
63
39
66
33
65
24
105
15
0
0
0
0
8
3
0
0
0
0
0
15
0
5
0
2
6
4
0
24
27
23
18
22
21
21
17
29
18
23
2
0
0
0
0
23
18
0
0
0
0
0
9
0
7
0
9
0
4
0
7
6
9
9
12
18
22
11
28
4
48
12
105
6
0
88
0
0
0
0
32
63
37
6
52
41
62
28
28
25
25
0
0
0
0
0
0
0
0
0
0
0
0
74
31
0
70
0
0
0
2
9
16
6
0
9
16
26
4
2
0
0
0
0
0
0
0
0
0
0
0
0
0
0
47
16
0
43
0
0
0
1
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
4
1
0
0
0
1
1
0
1
0
0
0
1
0
0
1
0
0
0
0
0
0
0
0
0
0
0
0
0
0
226
57
1
201
31
21
1
4
41
80
43
30
61
70
88
43
37
33
25
31
33
32
27
34
39
43
28
57
22
71
14
4
2
0
12
15
0
0
0
0
7
1
3
0
0
2
0
0
0
0
5
4
2
4
29
0
23
5
8
2
34
1
1,687
288
256
598
265
107
10
1,524
163
System Total
180
I. Letters of Intent
Institution
OCCC
Degree Program
Date Received
Certificate in Bioinformatics
3/15/02
RCC
Associate in Science in Agriculture Farm & Ranch Management
3/15/02
NSU
Bachelor of Business Administration in Entrepreneurship
5/15/02
Rose
Associate in Applied Science in Geographic Information Systems
Technology
6/11/02
Rose
Associate in Applied Science in Laboratory Science Technology
6/11/02
Rose
Associate in Science in Geosciences
6/11/02
Rose
Associate in Science in Meteorology
6/11/02
Certificate in Website Technology
6/27/02
SWOSU
Associate in Applied Science in Space Industry
6/27/02
SWOSU
Bachelor of Science in Space Information Systems
6/27/02
SWOSU
Bachelor of Science in Space Technologies
6/27/02
OCCC
OSU-OKC
Associate in Applied
Administration
OSU-OKC
Certificate in Hotel and Restaurant Administration
7/24/02
OSU
(graduate) Certificate in Family Financial Planning
9/26/02
OCCC
Associate in Applied Science in Database Management
10/25/02
OCCC
Associate in Applied Science in Network Technology
10/25/02
RCC
Certificate in Early Childhood Center Management
11/1/02
RCC
Certificate in Para-Education
11/5/02
Associate in Applied Science in Emergency Medical Services Municipal Fire Protection
11/8/02
Associate in Applied Science in Radiography
11/22/02
OSU-OKC
Associate in Applied Science in Supply Chain Management
12/12/02
OSU-OKC
Certificate in Supply Chain Management
12/12/02
OSU-OKC
Associate in Applied Science
Distribution Technology
OSU-OKC
CASC
OUHSC
Science
in
in
Hotel
Power
and
Restaurant
Transmission
and
7/24/02
12/16/02
Bachelor of Science in Radiation Sciences
12/20/02
OU
Master of Science in Environmental Engineering
12/18/02
OU
Doctor of Philosophy in Environmental Engineering
12/18/02
181
II. Degree Program Requests Under Review
July 1, 2002 to present
Date
Rec'd
Status
Bachelor of Fine Arts in Theatre
10/31/01
undergoing review
Associate in Science in General Studies
4/24/02
undergoing review
OU
Master of Science in Environmental Engineering
12/18/02
undergoing review
OU
Doctor of Philosophy in Environmental Engineering
12/18/02
undergoing review
OU
Master of Science in Knowledge Management
12/18/02
February 21, 2003
Institution
OSU
OSU-OKC
Degree Program
III. Approved New Program Requests
July 1, 2002 to present
Date
Rec'd
Date Approved
Associate in Science in Computer Information Systems
7/12/02
September 13, 2002
Certificate in Early Care Education Administration
8/5/02
September 13, 2002
OU
Master of Arts in Organizational Dynamics
6/26/02
September 13, 2002
RSU
Bachelor of Science in Business Administration
9/5/02
November 1, 2002
9/23/02
November 1, 2002
6/11/02
November 1, 2002
10/21/02
December 5, 2002
10/21/02
December 5, 2002
Institution
CSC
OSU-OKC
TCC
TCC
TCC
TCC
Degree Program
Associate in Applied Science in Chemical Laboratory
Technology
Associate in Applied Science in Telecommunications
Management
Certificate in Computer Information Systems - Digital
Video
Certificate in Computer Information Systems - Web
Design
IV. Requested Degree Program Deletions
July 1, 2002 to present
Institution
RSU
Degree Program (program code)
Certificate in Police Science (080)
182
Date
Rec'd
Scheduled for
Action
12/20/02
February 21, 2003
V. Approved Degree Program Deletions
July 1, 2002 to present
Institution
NWOSU
TCC
EOSC
Date
Rec'd
Date Approved
Bachelor of Arts in Geography (017)
6/17/02
September 13, 2002
Certificate in Medical Office Administration (183)
7/18/02
September 13, 2002
Associate in Arts in Art (004)
7/22/02
September 13, 2002
Degree Program (program code)
NWOSU
Bachelor of Arts in Library Media Specialist (023)
8/6/02
September 13, 2002
NEOAMC
Certificate in Management/Marketing Skills (101)
8/2/02
September 13, 2002
NEOAMC
Associate in Science in Education/Secondary (017)
8/2/02
September 13, 2002
NEOAMC
Certificate in Surgical Technology (065)
8/2/02
September 13, 2002
NEOAMC
Associate in Applied Science in Medical Assistant (116)
8/2/02
September 13, 2002
NEOAMC
Certificate in Medical Assistant (115)
8/2/02
September 13, 2002
NEOAMC
Associate in Arts in Journalism (028)
8/2/02
September 13, 2002
8/28/02
November 1, 2002
TCC
Associate in Applied Science
Manufacturing Technology (229)
RCC
Certificate in Ranch Management (053)
9/12/02
November 1, 2002
RCC
Certificate in Life Enrichment (051)
9/12/02
November 1, 2002
9/5/02
November 1, 2002
11/6/02
December 5, 2002
11/6/02
December 5, 2002
11/6/02
December 5, 2002
11/6/02
December 5, 2002
11/6/02
December 5, 2002
11/6/02
December 5, 2002
11/6/02
December 5, 2002
11/6/02
December 5, 2002
10/25/02
December 5, 2002
11/5/02
December 5, 2002
11/5/02
December 5, 2002
11/5/02
December 5, 2002
RSU
OSUTB-OKM
OSUTB-OKM
OSUTB-OKM
OSUTB-OKM
OSUTB-OKM
OSUTB-OKM
OSUTB-OKM
OSUTB-OKM
MSC
RCC
RCC
RCC
in
Semiconductor
Associate in Applied Science in Social and Behavioral
Studies (095)
Associate in Applied Science in Electronic Engineering
Technology (021)
Associate in Applied Science in Medical Secretarial
Technology (028)
Associate in Applied Science in Machine Tool
Technology (029)
Associate in Applied Science in Design Drafting
Technology (040)
Associate in Applied Science in Food Service
Management (Baking) (045)
Associate in Applied Science in Industrial Electrical
Technology (052)
Associate in Applied Science in Digital Graphics
Technology (083)
Associate in Applied Science in Ford ADEPT (084)
Associate in Applied Science in Behavioral Science (056)
Associate in Applied Science in Computer Science
Technology (046)
Associate in Applied Science in Administrative
Management and Technology (037)
Certificate in Administrative Management and
Technology (060)
183
VI. Approved Degree Program Name Changes
July 1, 2002 to present
Institution
Current Program Name
(program code)
Proposed Program Name
Date
Rec'd
Date
Approved
OSU-OKC
Associate in Science in Fire Protection
Technology (067)
Associate in Science in Fire Protection and
Safety Technology
7/1/02
September 13,
2002
OSU-OKC
Associate in Applied Science
Interpreter Training (063)
Associate in Applied Science
Language Interpretation
7/1/02
September 13,
2002
in
in
Sign
TCC
Associate
in
Science
in
Child
Development and Family Relations
(246)
Associate in Science in Child Development
7/16/02
September 13,
2002
TCC
Associate in Applied Science in
Electrical Engineering Technology (116)
Associate in Applied Science in Electronics
Technology
7/16/02
September 13,
2002
OPSU
Bachelor of Science in Natural Science
(018)
Bachelor of Science in Physical Science
7/31/02
September 13,
2002
NEOAMC
Associate in Arts in Television (053)
Associate in Arts in Mass Communications
8/2/02
September 13,
2002
NEOAMC
Associate in Arts in Social Science (044)
Associate in Arts in History
8/2/02
September 13,
2002
RSU
Associate in Arts
Education (011)
Associate
in
Arts
in
Childhood/Elementary Education
9/5/02
November 1,
2002
UCO
Bachelor of Science
Technology (123)
Bachelor of Science in Clinical Laboratory
Science/Medical - Technology
10/25/02
December 5,
2002
OSU
Master of Science in Applied Behavioral
Studies (068)
Master
of
Psychology
11/6/02
December 5,
2002
OSUTBOKM
Associate in Applied Science
Automotive Body Technology (003)
Associate in Applied Science in Automotive
Collision Repair Technology
11/6/02
December 5,
2002
OSUTBOKM
Associate in Applied Science in Watch
and
Micro-Instrument
Repair
Technology (043)
Associate
in
Applied
Science
Watchmaking and Microtechnology
11/6/02
December 5,
2002
in
Elementary
in
Medical
in
Science
in
Early
Educational
in
VII. Requested Degree Designation Changes
July 1, 2002 to present
Date
Rec'd
Institution
Current Degree Program
12/18/02
NSU
Bachelor of Arts in Education in Music –
Combination Instrumental/Vocal (061)
Bachelor of Music Education
February 21,
2003
12/18/02
NSU
Bachelor of Arts in Education in Music –
Instrumental (062)
Bachelor of Music Education
February 21,
2003
12/18/02
NSU
Bachelor of Arts in Education in Music –
Piano or Vocal (063)
Bachelor of Music Education
February 21,
2003
Proposed Degree Designation
184
Status
VIII. Completed Cooperative Agreements
July 1, 2002 to present
Date
Rec'd
Institution
Area Career
TechnologyCenter
Degree Program (program
code)
8/27/02
WOSC
Great Plains Technology
Center
Associate in Applied
Radiology (045)
Science
in
Associate in Applied
Medical
Assisting (120)
in
OCCC
Moore
Norman
Technology Center
Science
8/28/02
9/23/02
TCC
Tulsa Technology Center
Associate in Applied Science
Chemical Laboratory Technology
in
11/27/02
RCC
Caddo Kiowa Technology
Center
Associate in Applied Science
Business Administration (058)
in
11/27/02
RCC
Canadian
Valley
Technology Center
Associate in Applied Science
Business Administration (058)
in
Date
Approved
Date
Ratified
9/16/02
November 1,
2002
9/16/02
November 1,
2002
11/1/02
N/A
1/17/03
February 21,
2003
1/17/03
February 21,
2003
IX. Suspended Programs
July 1, 2002 to present
Institution
NOC
NOC
OSU-OKC
RCC
Program (program code)
Associate in Arts
Leadership (072)
in
Native
American
Associate in Applied Science in Computer
Information Systems (075)
Associate in Applied Science in Heating,
Ventilation and Air Conditioning Technology
(013)
Associate in Applied Science in Laboratory
Animal Science Technology (075)
185
Date
Suspended
Date
Suspension
Ratified
Date by
which
program must
be reinstated
or deleted
8/15/02
9/13/02
September 1,
2005
9/25/02
11/1/02
September 1,
2005
10/31/02
11/1/02
November 1,
2004
11/4/02
12/5/02
December 1, 2005
X. Reinstated Programs
July 1, 2002 to present
Date
Rec'd
Institution
1/22/03
OU
Program (program code)
Master of Natural Sciences (181)
Original
Suspension
Date
Date
Reinstatement
Ratified
1/14/02
February 21, 2003
XI. Approved Inventory Reconciliations
July 1, 2002 to present
Date
Rec'd
Date Approved
Master of Education in School Psychometrist (048)
9/24/02
November 1, 2002
Rose
Associate in Science in Physics
9/5/02
November 1, 2002
Rose
Associate in Arts in Sociology
9/5/02
November 1, 2002
Rose
Associate in Arts in History
9/5/02
November 1, 2002
Rose
Associate in Science in Chemistry (037)
9/5/02
November 1, 2002
Rose
Associate in Arts in Psychology (042)
9/5/02
November 1, 2002
Rose
Associate in Arts in Political Science (050)
9/5/02
November 1, 2002
Rose
Associate in Arts in Journalism (026)
9/5/02
November 1, 2002
Institution
NWOSU
Program (program code)
186
Meeting of the
OKLAHOMA STATE REGENTS FOR HIGHER EDUCATION
February 21, 2003
AGENDA ITEM #20-b (1):
Reports
SUBJECT:
Annual Student Assessment Report
RECOMMENDATION:
It is recommended that the State Regents accept this report.
BACKGROUND:
Oklahoma legislation passed in 1991 paved the way for development of a statewide assessment plan by
allowing institutions to charge students up to one dollar per credit hour to support the student assessment
effort. The State Regents’ Assessment Policy was adopted in October 1991.
The purpose of assessment is to maximize student success. The assessment plan requires systematic
collection, interpretation, and use of information about student learning and achievement to improve
instruction. The policy also addresses the need to demonstrate public accountability by providing evidence of
institutional effectiveness.
The policy is a proactive, comprehensive assessment program, which addresses institutional quality and
curricular cohesiveness. It is designed so that results of the assessment efforts will contribute to the
institution's strategic planning, budgetary decision-making, institutional marketing, and improving the quality
of student services.
Each institution must evaluate students at four levels (graduate student assessment is optional):
Entry-Level Assessment and Course Placement - to determine academic preparation and course
placement.
Mid-Level Assessment - to determine general education competencies in reading, writing,
mathematics, and critical thinking.
Program Outcomes (Exit-Level) Assessment - to evaluate outcomes in the student's major.
Assessment of Student Satisfaction - to ascertain students' perceptions of their educational
experiences including support services, academic curriculum, faculty, etc.
Graduate Student Assessment - to assess student learning beyond standard admission and graduation
requirements and to evaluate student satisfaction.
Institutions submit an annual assessment report to the State Regents that describes assessment efforts at each
of these levels. Information on number of students assessed, results of assessment, and detailed plans for any
institutional and/or instructional changes due to assessment results are to be provided in the report.
187
POLICY ISSUES:
The State Regents’ “Policy Statement on the Assessment of Students for Purposes of Instructional
Improvement and State System Accountability” requires annual reporting of assessment activities.
ANALYSIS:
Entry-Level Assessment and Placement
The purpose of entry-level assessment is to assist institutional faculty and advisors in making course
placement decisions that will give students the best possible chance of academic success. Beginning fall
1994, institutions were required to use a score of 19 on the American College Test (ACT) in the subject areas
of English, mathematics, science, and reading as the "first cut" for entry-level assessment. Students may also
demonstrate curricular proficiency by means of an approved secondary assessment process.
Students unable to demonstrate proficiency in one or more subject areas are mandatorily enrolled in remedial
courses. These courses are below college-level and do not count toward degree requirements. A
supplementary per credit hour fee is assessed the student for these courses.
Although all institutions currently use the ACT as the first entry-level assessment, testing instruments used
for secondary evaluation vary. Commonly selected commercial instruments include the ACT Assessment of
Skills for Successful Entry and Transfer (ASSET), the Accuplacer Computerized Placement Test (CPT),
ACT Computer-Adaptive Placement Assessment (COMPASS), and the Nelson-Denny Reading Test.
Institutionally developed writing and mathematics tests, as well as a predictive, statistical model, are also
used.
As required by policy, institutional assessment programs not only assess the basic skills of incoming students
and enroll them in appropriate courses, but also track students to measure the rates at which they succeed. In
addition to measuring basic skill competencies, institutions are collecting data on student attitudes and
perceptions of college life. Colleges are offering orientation courses, computer-assisted instruction, tutoring,
and learning centers, which are intended to make initial college experiences both positive and successful.
Mid-Level Assessment
Mid-level assessment is designed to assess the basic competencies gained by students in the college general
education program. Institutions are required to assess students in the areas of reading, writing, mathematics,
and critical thinking. Mid-level assessment normally occurs after completion of 45 semester hours and prior
to completion of 70 semester hours. For associate degree programs, mid-level assessment may occur halfway
through the program or at the end of the program. More typically, this assessment occurs at the end of the
program, after students have had sufficient time to develop basic skills.
Mid-level assessment is accomplished with a combination of locally developed and standardized testing
instruments such as the ACT Collegiate Assessment of Academic Proficiency (CAAP), the Riverside College
Base Academic Subjects Examination (BASE), and the Test of Adult Basic Education (TABE). These
nationally validated instruments are useful, because they provide regional or national benchmark data from
other participating institutions. Several institutions have developed local instruments for mid-level
assessment in some subject areas. More qualitative assessments, such as portfolio assessments and courseembedded techniques, are also being used.
Assessments at mid level and in the major academic program provide important information to institutions
about the degree to which their programs facilitate student achievement of desired knowledge and
188
competencies. Results of this process have led some institutions to redesign general education programs.
Both the types of courses and the way in which courses are delivered have been examined closely.
Program Outcomes (Exit-Level) Assessment
Program outcomes assessment, or major field of study assessment, is designed to measure how well students
are meeting institutionally stated program goals and objectives. As with other levels of assessment, selection
of assessment instruments and other parameters (such as target groups, when assessment occurs, etc.) is the
responsibility of the institution. Institutions are encouraged to give preference to nationally standardized
instruments that supply normative data. The instrument selected should measure skills and abilities specific
to the program and to higher level thinking skills. Results are used to revise curricula.
Program outcomes assessment methods used by State System institutions are diverse. Faculty members in
each academic program or major field of study are responsible for developing their own methods of assessing
to what degree students meet the stated program goals and objectives. Assessments include structured exit
interviews, surveys of graduating seniors and employers, Educational Testing Service’s (ETS) Major Field
Assessment Tests (MFAT), national graduate school admission exams (GRE, MCAT, GMAT), the ACT
College Outcome Measured Program (COMP), senior projects, portfolios, recitals, national and state
licensing exams, internships, capstone courses, theses, transfer GPAs, admission to professional schools,
retention rates, and job placement.
Assessment of Student Satisfaction
Student and alumni perceptions are important in the evaluation and enhancement of academic and campus
programs and services, because they provide an indication of the students' subjective view of events and
services, which collectively constitute their undergraduate experiences. Student satisfaction evaluation can
be accomplished several ways including surveys, interviews, and focus groups. Resulting data are used to
provide feedback to improve programs and services. On many campuses, students expressed satisfaction
with the availability and interest of faculty and staff, academic preparation for future occupations, classroom
facilities, campus buildings and grounds, class size, libraries, cost, and other services. Common areas of
dissatisfaction were food services, course availability, veteran’s services, availability of student housing, job
placement assistance, financial aid services, student activity fee uses, and parking.
Changes have been instituted as a result of student feedback. Common changes include technology additions
and upgrades to improve academic and administrative services, student access to computers and the Internet,
expanded orientation programs, enhanced tutoring services, student activities, food services, and career
counseling and placement. New facilities have been constructed and older facilities have been remodeled to
meet students’ needs.
Nationally standardized surveys are used most often, but locally developed surveys are administered at some
colleges and universities. Students are often surveyed at entry, during their college experience, and after they
graduate. Many institutions also survey withdrawing students. The ACT Student Opinion Survey (SOS) is
the most commonly used instrument. Others include the Noel-Levitz Student Satisfaction Inventory (SSI),
the ACT Alumni Survey, the ACT Withdrawing or Non-returning Student Survey, and the ACT College
Outcomes Survey (COS).
Graduate Student Assessment
Beginning fall 1996, higher education institutions that charge graduate students the student assessment fee
must perform assessment beyond the standard requirements for admission to and graduation from a graduate
program. Nine of the ten universities offering graduate programs (Oklahoma State University, University of
Central Oklahoma, East Central University, Northeastern State University, Northwestern Oklahoma State
University, Southeastern Oklahoma State University, Southwestern Oklahoma State University, Cameron
University, and Langston University) reported graduate student assessment activities that include licensure,
189
certification, and comprehensive exams; portfolios; capstone courses; practica; theses; interviews; and
surveys.
CONCLUSION
Student assessment in the Oklahoma State System of Higher Education is defined as:
“A multi-dimensional evaluative process that measures the overall educational impact of the
college/university experience on students and provides information for making program
improvements.”
As evidenced by the institutional reports, the two major objectives of student assessment -- to improve
programs and to provide public accountability -- are being achieved by Oklahoma's colleges and universities.
As institutional implementation of student assessment has evolved, continued enhancements and
improvements have been documented.
The process of student assessment is as important as the outcomes generated. By establishing a process to
assess students, institutions have learned valuable information about their students and programs. To assess
the degree to which students are meeting the goals and outcomes of a program, an institution must first define
the goals and desired outcomes. Institutions have used assessment tools to measure value-added gains; that
is, the skill improvement that can be directly attributed to the institution. For example, institutions found,
by testing new freshmen and then retesting these students after they completed the general education
requirements, that the general education curriculum achieved the desired results and improvements in
students’ competency levels.
Institutions have also improved the process of gathering and using assessment information. Assessment
days or class times are designated to encourage more students to seriously participate in mid-level and
program outcomes testing. Strategies for increasing response rates to surveys are evaluated. Assessment
information has been integrated into other institutional review processes, and results are shared widely
with faculty and students.
190
Meeting of the
OKLAHOMA STATE REGENTS FOR HIGHER EDUCATION
February 21, 2003
AGENDA ITEM #20-b (2):
Reports
SUBJECT:
Teacher Education Annual Report on Systemwide Review
RECOMMENDATION:
It is recommended that the State Regents accept the fifth Teacher Education Annual
Report on Systemwide Review.
BACKGROUND:
The State Regents initiated their teacher education reform efforts in the summer of 1992 with the External
Program Review. The 10-member team conducting the review was charged with assessing the status of
teacher preparation in the State System and making recommendations for its enhancement. The team
submitted 23 recommendations to establish the state of Oklahoma as a national leader in teacher
preparation. The State Regents monitor the implementation of the recommendations with periodic status
reports.
In 1995, two members of the original External Team, Chairman J.T. Sandefur and Dr. Larry Clark,
returned to the state to visit the 12 teacher preparation programs for the purpose of assessing the
continuing progress of the institutions in responding to the 23 recommendations. The external reviewers
affirmed that the universities were working seriously and conscientiously to comply with the
recommendations and that all had made significant progress. The team recommended that the State
Regents formally close the three-year teacher education study with the exception of an annual report.
During the 1995 External Team visit, the number of recommendations to be addressed in the annual
report was reduced to 15.
In 2002, based on the extent to which State System institutions had progressed in meeting the original
recommendations and the fact that many recommendations are monitored through other processes, the
State Regents reduced the number of recommendations subject to reporting from 15 to 7.
The first annual report was presented to the State Regents at the May 29, 1998 meeting. This is the fifth
annual report. To facilitate reporting efforts, the State Regents’ annual reporting requirements are merged
with those of the Oklahoma Commission for Teacher Preparation.
POLICY ISSUES:
As noted above, the information and actions described in this report are consistent with the State Regents’
teacher education initiative, the APRA effort, and the State Regents’ commitment to efficiency and
excellence.
191
ANALYSIS:
Ten years have passed since the 1992 external review team offered its recommendations to enhance
teacher education and position Oklahoma as a national leader in teacher preparation. In 2001, Education
Week ranked Oklahoma third in the nation, behind North Carolina and Connecticut, in Improving Teacher
Quality. In 2002 Oklahoma ranked sixth in Improving Teacher Quality behind North Carolina,
Connecticut, Massachusetts, South Carolina, and Arkansas. In 2003, Oklahoma maintained its ranking in
the top ten states in the area of Improving Teacher Quality.
All institutions report improving data collection through comprehensive assessment systems that ascertain
the strengths of each program.
REPORT ON RECOMMENDATIONS:
1. Number of graduate students admitted conditionally and the success rates:

Cameron University – Of the students admitted conditionally in the Master of Education
program, ten were moved to unconditional; nine were conditionally admitted to the
CAMSTEP program, and five were changed to unconditional status. Two students with
unconditional status were placed on probation. Another two students on probation were
dismissed.

Northeastern State University – Less than one percent are admitted conditionally to the
Graduate College in programs pertaining to education (four to five students). The
eventual success rate of these students to be fully admitted is very high.

Northwestern Oklahoma State University - Only two students were admitted to the
graduate program.
One was admitted conditionally, met the requirement for
unconditional admission, and is still in the program.

Oklahoma Panhandle State University and the University of Science and Arts of
Oklahoma do not offer graduate programs.

Oklahoma State University – OSU does not admit graduate students conditionally.

University of Oklahoma – Five students were admitted conditionally and, of those, four
now have a 3.0 GPA.

University of Central Oklahoma – no candidates were admitted conditionally.
2. The appointment of a Regents’ staff member to coordinate teacher education should be
continued:

Kyle Dahlem has served as Director of Teacher Education since January 2000.
3. Academic preparation in elementary education should be strengthened, which may require
more flexibility in certification requirements.

In October 1996, the State Regents approved implementation of the 4x12 curriculum (12
credit hours of four core subjects – English, mathematics, sciences, and social sciences)
192
for elementary education, special education, and early childhood majors. Methods
courses in these subjects do not meet the requirement. Further, reading competencies for
teacher licensure were mandated by the Oklahoma legislature in 1997. Subsequently, a
review of community colleges’ and teacher education universities’ syllabi was completed
to determine the appropriateness of courses used to meet the 4x12 curriculum policy
requirement and if the application of the required reading skills meets the legislative
mandate.

In brief, the findings of the two studies include:






All content courses are taught by Arts and Science faculty members.
Language arts courses include speech and composition courses.
Social Science courses are general history and government courses.
Math courses that meet National Council of Teachers of Mathematics standards
have been developed at each institution.
Science courses are college level courses and are appropriate for building depth of
knowledge.
All but four of the institutional syllabi reflect clearly articulated mandated reading
competencies.
4. The State Regents for Higher Education should require an annual report on grades given
by education faculty compared to those given in general education and academic disciplines
from each institution.
Percentages of “A” and “B” Grades Awarded in Selected Upper Division Courses at Public
Universities
Subject
Fall 1996
Fall 2001
Education*
71.2
74.1
Biological Sciences
57.6
60.0
Business
61.0
62.0
Engineering
70.0
71.2
English
70.3
69.6
History
62.6
66.3
Mathematics
53.1
57.8
Source: OSRHE Survey of 2001 Enrollment and Grading Level of Courses
*Excludes physical education courses
Change
+2.9
+2.4
+1.0
+1.2
-0.7
+3.7
+4.7

Since 1996, the percentage of “A” and “B” grades awarded has increased in all but one
(English) of the selected subject areas.

In 2001, the highest percentage of “A” and B” grades was in Education (74.1 percent),
2.9 percent higher than the next highest discipline, Engineering (71.2 percent).

Since 1996, all education students must present a grade point average of 3.0 in liberal arts
and science courses before admission to a teacher education program. If a candidate’s
grade point average is below 3.0, passing scores on the Oklahoma General Education
Test (OGET) or the Pre-Professional Skills Test (PPST) must be attained.
193

Admissions to teacher education by grade point average increased from 60.6 percent in
2000-01 to 66.1 percent in 2001-02.
5. The state of Oklahoma needs to make a massive financial commitment to computerizing
instructional technology and otherwise upgrading the technology used in its institutions of
higher education.
In 1996-97, the State Regents funded more than $1,000,000 for technology in teacher education
programs; subsequently, the amount was incorporated into the base institutional budgets.
Examples of institutional expenditures during 2001-2002 include:

Cameron University – Twenty-one new computers were installed in the technology
classroom. In addition, $5,000 was spent to provide appropriate software. An additional
boxlight and laptop were purchased for faculty use.

Langston University - As of February 2002, the unit had purchased printer supplies, one
multifunction color printer, one digital camera, two videoconferencing cameras, two
quick link pens, DV-500 digital board, a portable laptop computer, a computer
workstation for digital information processing, and necessary software for digital picture
and video editing.

Northeastern State University – Resources for technology have enabled the College of
Education to purchase a university-wide server for storage and retrieval of candidates’
digital portfolios. A SMART classroom is now available, and more faculty are
integrating technology in their instruction.

Northwestern Oklahoma State University – In the second of a three year PT3 grant, the
total amount spent was $249,431.52. Improvements and/or additions were made to
Interactive Television (ITV) studios, computer laboratories across campus, and
faculty/administrators computers.

Southwestern Oklahoma State University – The School of Education has state-of-the-art
computer equipment for student and faculty use, the latest software, and access to
Internet resources. Digital cameras, scanners, and video editing equipment are available
and each classroom has access to the Internet, a computer, a 35-inch television or video
projector, and a video recorder/player. The recently remodeled Education building has
four telecommunication-equipped classrooms.

University of Science and Arts of Oklahoma – Technology resources obtained during
2001-2002 include a laptop, a computer, a printer, and a $37,018 infrastructure upgrade.

University of Oklahoma – The College of Education renovated the education building,
equipped four classrooms with learning technologies, and tripled the number of computer
laboratories.
6. Professional development should be focused on university faculty members’ ability to model
such effective teaching styles as inquiry, group discussion, collaborative learning, etc.

Opportunities for faculty professional development are numerous. Each unit maintains a
Faculty Development Committee, which evaluates planned and completed professional
194
development activities. Activities range from review of literature, attendance and/or
presentations at national conferences, research, and writing textbooks to workshops for
higher education faculty and K-12 teachers.
7. The state Regents should continue to acquaint and involve education and arts and sciences
faculty in the implementation of H.B. 2246 (now H.B. 1549).

All secondary, elementary, special education, and early childhood majors must take their
content courses from arts and sciences faculty members. Some institutions report that
arts and sciences faculty serve on teacher education councils and various other
subcommittees.
195
196
Meeting of the
OKLAHOMA STATE REGENTS FOR HIGHER EDUCATION
February 21, 2003
AGENDA ITEM #20-b (3):
2001-02 Tuition Waiver Scholarship Report
RECOMMENDATION:
This report is recommended for State Regents’ acceptance.
BACKGROUND:
The 2001-02 Tuition Waiver Scholarship Report provides detailed information on the resident and
nonresident tuition waiver scholarships granted by state public institutions during the 2001-02 academic
year. The number of scholarship recipients and the amount of scholarships granted is reported for each
institution and reported in summary by the following categories: (1) basis of the award; (2) student
classification; (3) gender; (4) race; (5) residency status; (6) field of study; and (7) semester.
ANALYSIS:
During FY2001-2002, public institutions granted resident and nonresident tuition waiver scholarships to
45,121 students totaling $59.8 million. Approximately one in every five students received a full or partial
tuition waiver scholarship during the fiscal year. Compared to FY2000-2001, total scholarships granted
increased by 1,998 (4.6%) and the amount of scholarship funding increased by $6.6 million (12.3%).
Resident tuition waivers were awarded to 34,568 students totaling $30.7 million in scholarships granted.
Compared to the previous year, the number of scholarships granted increased by 2,047 (6.3%) and the
amount of scholarship funding increased by $3.3 million (11.9%). Seventy-six percent of resident tuition
waiver scholarships were based on financial need, academic scholarship and achievement.
Nonresident tuition waivers were awarded to 10,553 students totaling $29.2 million in scholarships granted.
Compared to the previous year, the number of scholarships granted decreased by 49 (-.5%), however, the
amount of scholarship funding increased by $3.3 million (12.7%). Seventy-four percent of nonresident
tuition waivers were based on the institutions’ general scholarship authorization, twenty-two percent to
graduate assistants and three percent to academic scholars.
197
198
Meeting of the
OKLAHOMA STATE REGENTS FOR HIGHER EDUCATION
February 21, 2003
AGENDA ITEM #20-b (4):
Spring 2003 Preliminary Enrollment Report
Not Available Electronically.
199
200
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