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Administrative Rules

Administrative Rules

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Oregon Administrative Rules (OARs) are the directives, standards, and regulations that help state government put state law into practice. Below, you can find information about the rules guiding our work at Oregon State Treasury, including ways to get involved with the process to propose and adopt new or amended rules.

Permanent Rulemaking in progress

Summary:

(1) Rule amendments support ORS 238.697, enabling Treasurer's Office to fulfill legislative reporting requirements.

(2) Rule amendments update MDAC fees and establish POB fees to cover expenses for services provided. Fees have not been revised in over 10 years.

Notice: 170-061_Filed_Notice_Proposed_Rulemaking_052521.pdf
Hearing Date:

No hearing Scheduled

Location:

N/A

Written Comment Due:

June 22, 2021 by 5:00 PM

Submit written testimony or public comment using the following email: OST.Rulemaking@ost.state.or.us

Treasury Response:

Summary:

Existing law (ORS 178.200 et. seq.) establishes the Oregon Retirement Savings Plan ("Program"). The Program requires employers that do not provide a Qualified Retirement plan facilitate payroll contributions so that employees may contribute to a retirement savings plan account in the Program. Employees may opt out of the Program at any time. Existing law grants the Oregon Retirement Savings Board the authority to adopt rules for the general administration of the Program, including the authority to direct the investment of funds contributed to accounts and to collect administrative fees. The proposed rules contained in this notice provide additional flexibility to the Board in structuring the initial investment fund and the administrative fees. In addition, the proposed rules extend the time for the smallest of employers to comply with registration requirements and also clarify employers' responsibilities in the Program.

Notice: 170_080A_OST_Amended_Notice_Proposed_Rulemaking_051321.pdf
170_080B_OST_Amended_Notice_Proposed_Rulemaking_051321.pdf
Hearing Date:

June 17, 2021 at 10:00 AM

Location:

Virtual Hearing. Please see attached Notice of Proposed rulemakeing for details.

Written Comment Due:

June 17, 2021 by 5:00 PM.

Submit written testimony or public comment using the following email: OST.Rulemaking@ost.state.or.us

Treasury Response:

No testimony or public comment received.

Summary:

Senate Bill 454 (2019), Chapter 678, Oregon Laws 2019, transfers the duties, functions and powers of the Department of State Lands to and is vested in the State Treasurer as they relate to: The Uniform Disposition of Unclaimed Property Act in ORS 98.302 to 98.436 and 98.992; Administration of estates as provided in ORS 112.055, 113.085, 113.235, 113.238, 113.242 and 114.505 to 114.560 and the duties of an estate administrator as personal representative of an estate under ORS chapters 111, 112, 113, 114, 115, 116 and 117; and Property escheated to the state and held under ORS 112.055, 113.085, 113.242, 114.555, 116.193, 116.203, 116.253, 652.405, 708A.430 and 723.466, or any other source of escheated property or funds. The proposed rules contained in this notice completes the transfer of duties, functions and powers under the programs to the State Treasurer by proposing to permanently adopt the same: (a) method of property transfer requirements; (b) administrative processes and requirements; and (c) reporting requirements. The rules proposed under the notice also identify the Office of Administrative Hearings as the body that conducts contested case hearings, rather than the Director of the Department of State Lands, as required under HB 454 (2019).

Notice: OST Notice Proposed Rulemaking Trust Property.pdf
Hearing Date:

May 24, 2021 at 10:00 AM

Location:

Due to precautions taken related to the pandemic, the hearing will be conducted via Cisco Webex. You may provide written or oral testimony, or both. The State Treasurer will review and consider all testimony and public comments.

Remote Oral Testimony

You must register by 5:00 PM on May 20, 2021, to testify at the hearing. Click here to register. You must provide your name, email address, and the name of the organization or association you represent, if any. Prior to the hearing, you will receive instructions to join as a panelist at the hearing. The hearing will be recorded.

Written Comment Due:

May 28, 2021 by 5:00 PM.

Submit written testimony or public comment using the following email: OST.Rulemaking@ost.state.or.us

Treasury Response:

Temporary Rules in Effect


No temporary rules in effect.


Treasury's Oregon Administrative Rules

Link To OAR 170

  • 170-001 Procedural Rules
  • 170-002 Administration and Procurement
  • 170-040 Public Funds Collateralization Rules
  • 170-050 Endowment Care Funds
  • 170-055 Municipal Bonds
  • 170-060 Oregon Municipal Debt Advisory Commission
  • 170-061 Issuance of Bonds
  • 170-063 Oregon School Bond Guaranty Program
  • 170-071 Private Activity Bond Committee Private Activity Bonds
  • 170-080 Oregon Retirement Savings Program
  • 170-130 Recovery of Escheat Property
  • 170-135 Administration of Estates
  • 170-140 Unclaimed Property Claims
  • 170-145 Administration of Unclaimed Property

Link To OAR 171

  • 171-001 Procedural Rules
  • 171-002 Inspection, Certification, or Copying Public Records

Link to OAR 173

  • 173-001 Notice of Proposed Rulemaking and Model Rules of Procedure
  • 173-005 Administration
  • 173-006 Eligibility
  • 173-007 Change in Account Ownership or Designated Beneficiary
  • 173-008 Opening an account; Application; Participation Agreement; General Administration
  • 173-009 Contributions
  • 173-010 Distributions
  • 173-011 Termination of an Account
  • 173-012 Fees
  • 173-014 Investment Policies
  • 173-015 Confidentiality
  • 173-016 Miscellaneous
 

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