Scholarship Handbook Updated 12.07.2022 THIS PAGE INTENTIONALLY LEFT BLANK 2 TABLE OF CONTENTS Click section heading to go to page in document. INTRODUCTION 4 INTRODUCTION MISSION 4 4 APPLYING 5 ELIGIBILITY REQUIREMENTS 5 PROGRAM TIMEFRAMES 5 SELECTING 6 ACCEPTING 6 TERMS OF ACCEPTING & MAINTAINING THE SCHOLARSHIP 7 AWARD & PAYMENT PROCESS 8 AWARD AMOUNT PAYMENT PROCESS 8 8 CONDITIONS OF THE SCHOLARSHIP 9 REPAYMENT OBLIGATION 9 ACADEMIC PROBATION 9 CHANGE OF MAJOR 9 CONDITIONS FOR TRANSFER 9 INTERRUPTION OF STUDIES 10 TERMINATION OF EM PLOYMENT 10 SUMMER SCHOOL 11 REAPPLICATION 11 RENEWALS 12 SCHOLARSHIP RENEWALS 12 UPDATING INFORMATION 13 NOTIFICATIONS 14 H-E-B Plus! SCHOLARSHIP: 2018-2023 RECIPIENTS 15 FREQUENTLY ASKED QUESTIONS 16 3 INTRODUCTION OVERVIEW The H-E-B Scholarship Handbook is designed to give Partners a thorough understanding of the H-E-B Scholarship award. This handbook explains the entire process of applying for, receiving, and renewing a scholarship. MISSION The mission of the H-E-B Scholarship Program is to: • Attract and develop a highly diverse talent pool of Partners to better serve our Customers. • Prepare our Partners for the challenges of tomorrow. • Support our Partners in pursuing their educational goals to grow with H-E-B. 4 APPLYING The Scholarship Program application period begins January each year for the upcoming (Fall) academic year. Interested Partners must complete the online application and submit it to International Scholarship and Tuition Services (ISTS) by the application deadline. For more information, visit the Scholarship page in iDevelop. ELIGIBILITY REQUIREMENTS The following criteria must be met to be eligible to apply for the H-E-B Scholarship: • be an H-E-B Partner • be a high school senior or college freshman, sophomore, junior, senior, or graduate student • have a minimum work performance rating of 30 or meets expectations • be employed at H-E-B the time awards are announced. PROGRAM TIMEFRAMES • Application Open: January • Application Deadline: March • Notification of Selection Results: July • Funds Disbursed: August and December Note: For specific dates, refer to the Scholarship page in iDevelop. 5 SELECTING To ensure complete impartiality in the selection of recipients and to maintain a high level of professionalism and security, the program is administered by International Scholarship and Tuition Services, Inc. (ISTS), an independent company that specializes in managing sponsored educational assistance programs. An independent committee will evaluate the completed applications and select recipients considering the following criteria: • Long-term career goals with H-E-B • Relevance of academic major to a career with H-E-B • Have a minimum work performance rating of 30 or meets expectations • Cumulative 2.50 GPA and transcript(s) • Academic achievements • Written essay (300 words minimum) • Clubs and extracurricular activities • Community involvement and volunteer activities NOTE: The number of awards will be determined by H-E-B and may vary year to year. Decisions of the selection committee are final and are not subject to appeal. No application feedback will be given. ACCEPTING If a Partner is awarded the H-E-B Scholarship, they will be notified by email from ISTS. This is why it is critical to keep your ISTS profile up to date. Make sure to add donotreply@applyISTS.com to your “safe senders list” to ensure important emails are not sent to your spam or junk folder. To accept the scholarship, recipients must complete the information required by ISTS. By electronically signing the Acceptance Form the recipient acknowledges the program’s requirements and confirms his or her acceptance of the scholarship. Acceptance must be completed by the deadline stated on the winner notification. All questions should be directed to ISTS at contactus@applyists.com or 1-855-670-ISTS. 6 TERMS OF ACCEPTING & MAINTAINING THE SCHOLARSHIP Recipients who accept the award must meet the following terms to remain in the H-E-B Scholarship program and be eligible for renewal. NOTE: Recipients may transfer from one institution to another and retain the award. H-E-B Scholarship Terms School Types Any accredited two- or four-year college/university in the United States. • Enroll as a part-time or full-time student in the Fall of the year in which the scholarship is awarded. • Carry at least two courses every semester, trimester, or quarter (graduate and summer students may carry one course). • Pursue an associates, bachelors, masters, or doctorate degree relevant to a career with H-E-B. Enrollment Academics Meet all academic guidelines and maintain a cumulative 2.50 GPA. • Limit & Renewal Renewable for up to 3 years from initial award year or until degree is received, whichever comes first. • Recipient must renew their initial award by the deadline. Work Performance Maintain a minimum work performance rating of 30 or meets expectations. 7 AWARD & PAYMENT PROCESS AWARD AMOUNT H-E-B Scholarship Award Information Amount Up to $2,000 per Fall and Spring semesters with a $4,000 academic year maximum. Coverage Tuition, fees, books, supplies, and equipment required for course load (not covered by other financial aid). PAYMENT PROCESS To receive payment of the scholarship, recipients must accept and renew their initial award by the deadline annually when notified electronically by ISTS. Scholarship payments will not be made unless the recipient completes this step. Reference the renewal section of the handbook for more information about this process. Fall semester checks are mailed in August and Spring checks in December. Checks are mailed to the recipient’s home address and made payable to the college or university the recipient indicated online. To view and update this information, visit the ISTS Profile tab at https://aim.applyists.net. The scholarship recipient is responsible for delivering the check to the proper department at his or her college or university. Recipients should notify ISTS if their check does not arrive within 30 days of the communicated issuance date. . 8 CONDITIONS OF SCHOLARSHIP REPAYMENT OBLIGATION Recipients of any H-E-B Scholarship who do not remain in the program or do not complete the applicable courses for which the scholarship is obtained, or who separate from employment for any reason, will be required to repay H-E-B the full tuition amount. ACADEMIC PROBATION A recipient on academic probation is given one S pring or Fall semester, trimester, or quarter to bring up his or her grades. If the recipient fails to raise his or her cumulative GPA to a 2.50 or higher, the recipient will be disqualified from the H-E-B Scholarship. Once cumulative GPA returns to 2.50 or higher, the recipient may reapply for the H-E-B Scholarship. Anyone who is disqualified from the program may reapply the following year. CHANGE OF MAJOR If a recipient plans to change his or her major, the recipient must explain why the change is occurring and how this change will still support the Partner in a career at H-E-B. This should be done in the appropriate drop-down box on the renewal form. If the recipient’s change to his or her major is not supportive of a career at H-E-B, as determined by H-E-B, then the recipient shall forfeit their scholarship award. CONDITIONS FOR TRANSFER If a recipient plans to transfer to another school, new school information must be updated on the recipient’s ISTS profile tab at https://aim.applyists.net before checks are mailed. Note: If a reissue of a check is needed after mailing, there is a $25 reissue fee. The newly selected school must also be an accredited institution for the scholarship to continue. 9 INTERRUPTION OF STUDIES Recipients are allowed to waive their scholarship for one semester, trimester, or quarter. The following situations constitute a waiver: • Recipient is enrolled in only one course during the semester, trimester, or quarter. (Graduate students and summer sessions are exceptions to this.) • Recipient is enrolled in two courses and drops one. • Recipient is not enrolled in any course. NOTE: Recipients are not required to attend summer school. If a recipient waives more than one semester, trimester, or quarter, he or she will have to forfeit the s cholarship and reapply in the next application period. If the recipient has already waived the scholarship and his or her studies are interrupted or delayed due to illness, accident or other extenuating circumstances, the recipient must notify ISTS immediately. Each case will be reviewed on an individual basis; however, there is no guarantee that the scholarship will be renewed. If the recipient plans to waive the scholarship for one semester, trimester, or quarter, it is his or her responsibility to notify ISTS. TERMINATION OF EMPLOYMENT H-E-B will monitor the employment history of all recipients. Scholarship recipients who have a lapse in employment for any reason other than an approved leave of absence will automatically forfeit their scholarship award. It is the responsibility of the recipient to make sure that his or her leave of absence is reported properly by management. Any unusual situations (co-op, work/study, etc.) should be reported to ISTS to avoid confusion. 10 In addition, the recipient must be employed for the entire semester, trimester, or quarter to receive the scholarship. H-E-B Scholarship recipients who terminate their employment prior to the end of the semester will be expected to reimburse H-E-B. SUMMER SCHOOL H-E-B will issue payments for the Fall and Spring semesters only. No payments will be issued for summer school; however, any leftover funds from Fall or Spring can be used for summer school but cannot be used for the new academic year. REAPPLICATION Recipients must reapply for the scholarship if: • They have held their current scholarship for the maximum number of years and will require more time to finish the bachelors or masters degree. • They will complete their bachelors or masters during the current academic year and plan to pursue a higher degree. Note: Current recipients should reapply during the regular application period for the upcoming academic year. . 11 RENEWALS SCHOLARSHIP RENEWALS Scholarship recipients will receive email instructions each January from ISTS on how to renew their scholarship eligibility. Beginning of each year you will be required to fill out an online renewal application for the upcoming academic year. RECIPIENT RESPONSIBILITIES INCLUDE: • Keep your ISTS profile information current. • Complete the renewal application by the deadline. • Contact ISTS at contactus@applyists.com or 1-855-670-ISTS before the deadline if you don’t receive the renewal email. H-E-B Scholarships can be renewed for up to 3 years or until a degree is received, whichever comes first. To renew his or her scholarship, a recipient must meet the H-E-B Scholarship Terms and also: • Follow the instructions given by ISTS. • Meet all academic guidelines for his or her particular scholarship. • Continue to attend an accredited college or university. • Submit all other required documents in a timely manner. If a recipient does not renew before the deadline, as communicated from ISTS, they will lose their scholarship and will need to reapply the following year. 12 UPDATING INFORMATION If you have a change of permanent address, phone number, email address or college/university choice during the year, please update that information on your ISTS Profile tab at https://aim.applyists.net. Additionally, work with your Store Admin or Department Admin to get this updated in PeopleSoft. NOTE: Any updates should be made at least 30 days prior to the check issue date. If your check needs to be reissued for any reason, a reissue fee will apply. 13 NOTIFICATIONS NOTIFICATIONS You will receive notifications from two possible ISTS email addresses: donotreply@applyISTS.com and heb@applyISTS.com. You should add both email addresses to your “safe senders list” to ensure important emails are not sent to your spam or junk folder. ISTS office hours are Monday through Friday from 8:00 AM to 5:00 PM Central. The type of notifications will vary depending on the scholarship (new or renewal) program timeline. • Deadline Reminders: Deadline reminder emails are typically sent two weeks and one week prior to the application deadline. • Selection Results: Selection results notifications are sent to all applicants with “complete” status applications. • Renewal Instructions: If awarded, you will be sent a notification when it is time to renew your award for the next academic year. • Funds Disbursed: Once your funds have been issued, you will be notified. • Other Scholarships: Occasionally, if you meet the requirements for another scholarship administered by ISTS, you will be notified. These notifications are not guaranteed. NOTES: • Your information is never sold to any third party for marketing purposes. • While you can opt out of notifications, this is not advised. If you opt out of notifications, you will not receive deadline reminders, selection results, or renewal instructions. • For more helpful information about scholarships and answers to common inquiries related to ISTS’ technology and processes, visit their Self-Help Portal at ISTSprogramsupport.com. 14 H-E-B Plus! SCHOLARSHIP 2018-2023 RECIPIENTS TERMS OF MAINTAINING THE SCHOLARSHIP & AWARD AMOUNT Recipients who have received the award must continue to meet the requirements in this handbook and the specific terms outlined below to remain in the H-E-B Plus! Scholarship program and be eligible for renewal. Note: Recipients may transfer from one institution to another and retain the award. 2018-2023 H-E-B Plus! Scholarship School Types Any accredited two- or four-year college/university in the United States. • Carry at least two courses every semester, trimester, or quarter (graduate and summer students may carry one course). • Pursue an associates, bachelors, masters, or doctorate degree relevant to a career with H-E-B. Enrollment Academics Meet all academic guidelines and maintain a cumulative 2.75 GPA for all program requirements (e.g., Academic Probation). • Limit & Renewal Renewable for up to 5 years from initial award year or until degree is received, whichever comes first. • Recipient must renew their initial award by the deadline. Work Performance Maintain a minimum work performance rating of 30 or meets expectations. Award Amount Up to $2,625 per Fall and Spring semesters with a $5,250 academic year maximum. Coverage Tuition, fees, books, supplies, and equipment required for course load (not covered by other financial aid). 15 FREQUENTLY ASKED QUESTIONS Q: What should I include in the online application for the written essay? A: The essay should be a minimum of 300 words and give a complete picture of you as an applicant. • Share your current responsibilities and long-term goals with H-E-B. • Describe how your own commitment for personal growth and innovation supports H-E-B’s values and Bold Promise. • Share how you will apply your education and work experience, so it aligns with H-E-B’s commitment to growth. Q: If I am getting my associate's degree this year, do I have to reapply to pursue a bachelor's degree? A: Your scholarship is renewable up to three years or until you receive your bachelor's degree, whichever comes first. If you are completing your associate's degree, you do not need to reapply unless you have already been on scholar- ship for four years. Q: If I am getting my bachelor’s degree this year, do I have to reapply to pursue a masters/doctorate degree? A: Your scholarship is renewable for up to three years or until you receive your bachelor’s degree, whichever comes first. If you have completed this, you will have to reapply to receive a scholarship for advanced degrees. Q: I was selected for the H-E-B Scholarship, but I was not accepted into the school to which I applied. Can my award be postponed? A: If you are not planning to attend the school in the Fall of the year you receive your award, you must notify ISTS of your college plans. Recipients are allowed to waive one semester, trimester, or quarter. For more information, review the Interruption of Studies section in this handbook. 16 Q: What if I change my major? A: If a recipient plans to change his or her major, the recipient must explain why the change is occurring and how this change will still support the Partner in a career at H-E-B. This should be done in the appropriate drop-down box on the renewal form. Q: What if I don’t receive the renewal email? A: It is the recipient’s responsibility to contact ISTS at contactus@applyists.com or 1-855-670-ISTS if they don’t receive the renewal email in February. The recipient should also make sure their profile information is current. Q: I am a current recipient of a H-E-B Scholarship. Can I apply for a second one? A: Recipients are eligible for only one active H-E-B Scholarship at a time. Q: Can I apply for a scholarship while I’m still in high school? A: Partners must be planning to enroll in an accredited college or university in the Fall of the scholarship application year. Q: Are scholarships taxable? A: Tax laws vary by country. In the United States, scholarship funds used exclusively for the payment of tuition and textbooks are normally not taxable. The scholarship recipient is responsible for taxes, if any, that may be assessed against his or her scholarship award. We recommend consulting your tax adviser for more guidance. You may also consult IRS Publication 970 for additional information. 17