UNIVERSITY OF PITTSBURGH POLICY 07-11-01

CATEGORY:              PERSONNEL

SECTION:                  Staff Educational Benefits

SUBJECT:                 Employee/Spouse/Dependent Scholarships for Staff

EFFECTIVE DATE:   July 1, 1994 (Published December 22, 1995)

PAGE(S):                   4

I.    SCOPE

      This policy establishes the scholarships available under the University of Pittsburgh

      Benefits Program, the terms of the scholarships, and the criteria for determining the

      eligibility of:

      -     Staff members, staff spouses, and dependent children of staff to receive tuition

            scholarships if enrolled at the University of Pittsburgh.

      -     Dependent children of staff to receive tuition scholarships if enrolled at other

            accredited institutions.

      -     Dependent children of staff to receive tuition scholarships if enrolled at Falk School.

II.   POLICY

      The University provides the following educational benefits to eligible staff.  Effective with

      the Spring Term, 92-2, all staff members and their dependents receiving these benefits

      are classified as Pennsylvania residents for tuition assessment, with the exception of

      those staff members classified as Non-Immigrant (Citizen Code FS).

      STAFF SCHOLARSHIPS

      Regular staff may take advantage of the employee scholarship benefit beginning with the

      first term after the successful completion of the initial provisional period of employment

      with the University.

      Regular, full-time staff are eligible to receive a tuition scholarship at the University of

      Pittsburgh, in any academic degree program, covering:

      -     The first eight credits taken each 15 week term for those studying for a first degree.

      -     The first six credits each 15 week term for those with a degree, regardless of the level

            of the courses.

      Regular full-time staff enrolled in a non-degree program who have not completed their first

      degree are eligible for a tuition scholarship covering:

      -     The first eight credits taken each 15 week term.

      Regular part-time staff receive a prorated share of either six or eight credits (depending on

      their degree status).  The pro rata share corresponds to the percentage of the standard

      full-time work week of 37-1/2 hours.  (Spouses and children of regular part-time staff are

      not eligible for education benefits.)

      If the employee enrolls in the University's External Studies Program (UESP), a maximum

      of 11 credits per term are covered by the scholarship for a first undergraduate degree and

      a maximum of eight credits per term for a subsequent undergraduate degree.

      The scholarship covers undergraduate and graduate tuition for the allowable number of

      credits, except for the portion per credit which is the responsibility of the staff member. 

      This portion is as follows.  All other fees and charges are the responsibility of the student.

      -     For Employee - 3% of undergraduate and 10% of graduate tuition rate per credit.  To

            enable staff to complete their degree through continuous enrollment, the $5 per credit

            charge will be maintained for those staff who enrolled in Fall 94-1, Spring 94-2, or

            Summer 94-3; and new hires whose provisional period commenced not later than

            9/1/94, with registration taking place the first term immediately following completion of

            the provisional period.

      -     For Spouse of Employee - 10% of undergraduate and graduate tuition rate per credit.

            The $5 per credit charge applies as above.

      -     For Dependent Children - See "DEPENDENT CHILDREN SCHOLARSHIPS" section

            below.

      The scholarship program outlined above will not cover full-time tuition at either the

      undergraduate or graduate level.  Any staff member may enroll as a full-time student only

      with the approval of the departmental administrator.  If approved, the staff member must

      at their own expense, absorb the difference between credits covered by the benefit and

      the amount of credits required for full-time student status.

      SPOUSE SCHOLARSHIPS

      Spouses of regular full-time staff may take advantage of the staff spouse scholarship

      benefit beginning with the first term after the employee has completed 12 consecutive

      months of employment with the University.

      The scholarship covers six credits per term, provided the staff member's spouse is

      enrolled in a course for academic credit in either a degree or certificate program.

      Proof of marriage must be furnished when applying for the scholarship.

      DEPENDENT CHILDREN SCHOLARSHIPS

      Within the context of the educational benefits program, the following two requirements for

      dependency must be met:

      1.   The student must be a natural, adopted, or step child of the employee.

      2.   The student must be listed as a child dependent on the employee's Form 1040 U.S.

            Individual Income Tax Return for the calendar year most applicable to the academic

            term for which scholarship application is being made.

      The University requires documentation to verify dependency status.

      Dependent Children Attending the University of Pittsburgh

      The dependent children of regular full-time staff may take advantage of the employee

      dependent child scholarship benefit beginning with the first term after the employee has

      completed the provisional period of employment with the University.

      -     The scholarship covers full undergraduate tuition at the University of Pittsburgh.

      -     The dependent child is eligible for a maximum of 12 terms of full- or part-time study in

            an undergraduate program leading to a first baccalaureate degree.

      -     Registration for less than the maximum credit load allowed in Fall, Spring, or Summer

            uses one of the 12 allowable terms.  Also, dependent children attending high school

            and registering for courses in a term at the University uses one term of the 12

            allowable if they matriculate at the University.

      Dependent Children Attending Other Institutions Not Part of the Tuition Exchange

      Scholarship Program

      As of 9/1/94, this program was discontinued.  However, it remains available as follows.

      The University has a scholarship program for dependent children of regular full-time staff

      hired prior to September 1, 1989 who receive an annual salary of at least $17,500. 

      Employees hired on or after September 1, 1989 must receive an annual salary of at least

      $40,000 to receive dependent tuition scholarships to colleges or universities other than the

      University of Pittsburgh.  In addition, the employee must have been hired by 9/1/94 or have

      accepted in writing an offer of employment by 9/1/94.

      -     The dependent child may attend any other accredited college or university as a full-time

            or part-time student.

      -     The scholarship covers tuition up to a maximum of the in-state, full-time undergraduate

             tuition for two terms in the College of Arts and Sciences at the Pittsburgh Campus

             per year for a maximum of four academic years.

      -     A student who has not used the maximum per year and wishes to attend another

            institution or the University of Pittsburgh for the remainder of that academic year as a

            full- or part-time undergraduate may have the balance applied to that tuition.

      -     For students transferring from another college or university to the University of

            Pittsburgh, each academic year at another institution will be equivalent to two terms at

            the University of Pittsburgh.

      -     Dependent children attending high school and registering for courses at the University

            of Pittsburgh will have the tuition payment deducted from the maximum scholarship

            amount if they matriculate at another college or university.

      Falk School Scholarships

      Falk School scholarships up to one quarter tuition are available to dependent children of

      regular full-time staff employees who have been on the University payroll for 12

      consecutive months.

      -     Operated by the School of Education, the Falk School consists of nine non-graded

            classes, kindergarten through eighth grade.

      The children are admitted through the regular procedures of Falk School.  See Procedure

      09-05-16, Falk School: Tuition and Fees.

      RETIRED/SEPARATED STAFF

      Eligibility of separated, disabled, retired, or deceased employees for the above scholarships

      is established in Policy 07-11-02, Effect of Separation on Eligibility for Staff Scholarship

      Benefits.

      TAX WITHHOLDING ON TUITION SCHOLARSHIPS 

      Education benefits for employees are subject to Federal, State, and Local taxation

      regulations as are in effect from time to time with respect to the following:

      1.   Matriculation of the employee being classified as graduate level.

      2.   Exclusion from taxable income for educational benefits up to a maximum annual

            amount.

      3.   Exclusion from taxable income for educational benefits if certain requirements and

            conditions are fulfilled.

      Separate regulations also apply to the following other categories of education benefits of

      employees:

      1.   An employee whose spouse's matriculation is classified at the graduate level.

      2.   An employee whose dependent child is enrolled at an accredited institution other than

            the University of Pittsburgh.

      GENERAL TERMS AND CONDITIONS 

      Scholarships are awarded regardless of the grades received in any course.  However,

      eligibility for a scholarship does not guarantee admission to or retention in any academic

      program. 

      Scholarships are applied to tuition only; all other fees are the responsibility of the student.

      Scholarships issued by the University are subject to review, adjustment, or cancellation

      for any of the following reasons:

      -     Change in student status.

      -     Academic withdrawal or dismissal from the University.

      -     Change in employment status.

      Staff members who have been identified as being in default on State, Federal, or

      institutional educational loans are not eligible for tuition remission benefits until they have

      provided the University with evidence that the default condition has been corrected.

III.  REFERENCES

      Procedure 07-11-01, Employee/Spouse/Dependent Scholarships

      Policy 07-11-02, Effect of Separation on Eligibility for Staff Scholarship Benefits 

      Policy 07-06-08, Domestic Partner Benefits 

      Procedure 07-06-08, Domestic Partner Benefits 

      Procedure 09-05-16, Falk School: Tuition and Fees 

      Policy 09-03-01, Tuition Exchange Scholarship Program