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PARKS AND RECREATION DEPARTMENT

 

DIVISION 53

HERITAGE COMMISSION GRANT AND
COORDINATION PROGRAMS
OREGON MUSEUM GRANT PROGRAM

736-053-0100

Purpose

The purpose of these rules is to establish the procedures and criteria that the Oregon Heritage Commission, with the advice of the Oregon Historical Society and the Oregon Museums Association, will use when awarding Museum Grant Funds as provided in ORS 358.730.

Stat. Auth.: ORS 390.124
Stats. Implemented: ORS 358.730
Hist.: PRD 3-1998, f. 2-11-98, cert. ef. 2-17-98; PRD 2-2006, f. & cert. ef. 2-27-06

736-053-0105

Definitions

As used in these rules, unless the context requires otherwise:

(1) "Commission" means the Oregon Heritage Commission.

(2) "Museum" means a public institution or private nonprofit Oregon corporation primarily devoted to the acquisition and public exhibition of specimens, artifacts, articles, documents and other items that relate to history, anthropology, archaeology, science or art and that have historical significance.

(3) "Grant" means an award from the Oregon Museum Grant Program.

(4) "Museum Grant Review Committee" means the committee that reviews grant applications and makes funding recommendations to the commission.

(5) "Heritage" means the array of significant things, thoughts, and activities associated with past human experience in Oregon.

(6) "Heritage collections" includes artifacts and other manifestations of material culture, documents, publications, photographs and film, heritage recordings, music and songs gathered for study, comparison or exhibition, and their management.

(7) "Heritage-related tourism" means the practice of traveling for recreation to learn, enjoy or appreciate heritage.

(8) "Heritage aspects of education and interpretation" means the action or process of educating or of being educated about heritage.

Stat. Auth.: ORS 390.124
Stats. Implemented: ORS 358.730
Hist.: PRD 3-1998, f. 2-11-98, cert. ef. 2-17-98; PRD 2-2006, f. & cert. ef. 2-27-06

736-053-0110

Eligible Applicants

In order to be eligible for a grant, museums shall meet the following requirements:

(1) Be in operation for a period of at least two years;

(2) Provide museum services open to the public at least 120 hours per year at designated and reasonable hours and places;

(3) Have a responsible, competent attendant on duty when museum services are provided to the public;

(4) Be organized as a public or private non-profit institution that exists on a permanent basis for essentially educational or aesthetic purposes;

(5) Care for and own or use tangible objects; and

(6) Exhibits the objects to the public on a regular basis through facilities the museum owns or operates.

Stat. Auth.: ORS 390.214
Stats. Implemented: ORS 378.740
Hist.: PRD 3-1998, f. 2-11-98, cert. ef. 2-17-98; PRD 2-2006, f. & cert. ef. 2-27-06

736-053-0115

Application Procedure

(1) Each biennium, the commission shall announce the availability of, procedures to apply for, and deadlines for applying for Oregon Museum Grants in general circulation publications in the State of Oregon and also by mail to parties who have expressed interest in the Oregon Museum Grant Program. If the commission has chosen to focus on a particular type of project in a particular grant cycle, that focus shall be a part of the announcement.

(2) Museums may, by announced deadlines, submit application information in a format prescribed by the commission that:

(a) Documents that the museum is eligible for a grant;

(b) Documents that the proposed project qualifies for a grant;

(c) Documents that the museum is capable of carrying out the proposed project; and

(d) Documents the potential effectiveness of the proposed project related to the collection and management of heritage collections and for heritage-related tourism and to assist in projects related to the heritage aspects of education and interpretation.

Stat. Auth.: ORS 390.214
Stats. Implemented: ORS 358.750
Hist.: PRD 3-1998, f. 2-11-98, cert. ef. 2-17-98; PRD 2-2006, f. & cert. ef. 2-27-06

736-053-0120

Evaluation of Applications

(1) Eligible applications received by announced deadlines shall be evaluated by the Museum Grants Review Committee appointed by the commission chair.

(2) The Museum Grants Review Committee shall rank applications in order of priority based on an evaluation of:

(a) The museum's capability of carrying out the proposed project; and

(b) The museum's most recent fiscal year operating budget, a current operating budget, or both;

(c) The anticipated effectiveness of the proposed project in the collection and management of heritage collections, the promotion of heritage-related tourism, or the provision of education and other interpretations related to heritage; and

(d) The commitment of other significant monetary or in-kind support to the goals of the project, or both.

(3) The commission shall, at a regularly scheduled public meeting, consider and approve or disapprove, in part or in full, the recommendations of the Museum Grants Review Committee.

Stat. Auth.: ORS 390.214
Stats. Implemented: ORS 358.760
Hist.: PRD 3-1998, f. 2-11-98, cert. ef. 2-17-98; PRD 2-2006, f. & cert. ef. 2-27-06

736-053-0125

Award of Grants

(1) When Museum Grant Program funds are appropriated by the Legislative Assembly, the commission shall award these funds based on priorities recommended by the Museum Grants Review Committee and approved by the commission.

(2) All awards shall be the subject of binding grant agreements between the Oregon Parks and Recreation Department and participants.

(3) Grant agreements shall specify total project costs, participant's share, commission share, work to be accomplished, products to be delivered, and deadlines for accomplishing work and delivering products.

Stat. Auth.: ORS 390.214
Stats. Implemented: ORS 358.750
Hist.: PRD 3-1998, f. 2-11-98, cert. ef. 2-17-98; PRD 2-2006, f. & cert. ef. 2-27-06

736-053-0130

Museum Grant Review Committee

(1) The Museum Grant Review Committee shall be appointed by the commission chair and composed of:

(a) At least one representative recommended by the director of the Oregon Historical Society;

(b) At least two members recommended by the president of the Oregon Museums Association;

(c) At least two other heritage professionals appointed by the commission chair; and

(d) A representative of the commission.

(2) The Museum Grant Review Committee shall adopt guidelines on conflict-of-interest that are consistent with ORS Chapter 244.

Stat. Auth.: ORS 390.214
Stats. Implemented: ORS 358.730(1)(d)
Hist.: PRD 3-1998, f. 2-11-98, cert. ef. 2-17-98; PRD 2-2006, f. & cert. ef. 2-27-06

736-053-0135

Disbursement of Grant Funds

All grant funds shall be disbursed to participant museums using procedures included in the grant application announcement and specified in grant agreements. Participant museums shall supply information substantiating billings if requested by the commission.

Stat. Auth.: ORS 390.124 & 378.730(1)(d)
Stats. Implemented: ORS 358.730
Hist.: PRD 2-2006, f. & cert. ef. 2-27-06

736-053-0140

Recovery of Grant Funds

(1) Participant museums who fail to complete approved projects to the commission's satisfaction shall return all unexpended grant funds.

(2) Participant museums shall maintain records adequate for audit purposes for a period of not less than five years after project completion and shall reimburse the commission for any costs questioned in audit findings.

Stat. Auth.: ORS 390.124 & 378.730(1)(d)
Stats. Implemented: ORS 358.730
Hist.: PRD 2-2006, f. & cert. ef. 2-27-06

Oregon Heritage Grants

736-053-0200

Purpose

The purpose of these rules is to make grant awards as provided in ORS 358.590(3) and to adopt regulations establishing procedures that the Oregon Heritage Commission (Commission) shall use when awarding Oregon Heritage Grants.

Stat. Auth.: ORS 358.585
Stats. Implemented: ORS 358.590
Hist.: PRD 3-2000, f. & cert. ef. 4-5-00

736-053-0205

Definitions

As used in these rules, the following terms shall have the following meanings:

(1) "Commission" means the governor-appointed body charged with coordinating heritage activities statewide.

(2) "Grant" means an award from the Oregon Heritage Grant Program.

(3) "Heritage" means the array of significant things, thoughts, and activities associated with past human experience in Oregon.

(4) "Heritage Resources" means artifacts and other manifestations of material culture, documents, publications, photographs and film, prehistoric and historic sites, historic buildings and other structures, cultural landscapes, heritage celebrations, heritage festivals and fairs, and heritage recordings, music, and songs.

(5) "Heritage Conservation" means activities that preserve or enhance heritage resources.

(6) "Heritage Development" means activities that fulfill the potential of heritage resources to educate Oregonians and their visitors and enrich their lives.

(7) "Participant" means an eligible applicant legally capable of executing and which has executed a grant agreement for project awarded an Oregon Heritage Grant.

(8) "Eligible Project Costs" means approved costs incurred after execution of a grant agreement.

(9) "Approved" means approved in writing by the Commission.

(10) "Project Completion" means satisfaction of all requirements of a grant agreement as determined after review and inspection by the Commission.

Stat. Auth.: ORS 358.585
Stats. Implemented: ORS 358.590
Hist.: PRD 3-2000, f. & cert. ef. 4-5-00

736-053-0210

Eligible Applicants:

(1) In order to be eligible for a Grant, applicants must meet the following criteria:

(a) Be one of the following: A non-profit organization incorporated in the State of Oregon, a tribal government of a Native American group recognized by the State of Oregon and the federal government and located in the State or Oregon; or a local government within the State of Oregon.

(b) If a non-profit organization incorporated in the State of Oregon, have a 501(c)(3) determination from the United States Internal Revenue Service and have a legally-constituted board of trustees or directors.

(2) The following are not eligible to apply for Oregon Heritage Grants: Individuals, religious organizations, for-profit organizations such as partnerships, companies, and corporations, state agencies, school districts, state-supported universities and colleges, and federal agencies.

Stat. Auth.: ORS 358.585
Stats. Implemented: ORS 358.590
Hist.: PRD 3-2000, f. & cert. ef. 4-5-00

736-053-0215

Application Procedure

(1) The Commission each biennium will announce the availability of, procedures to apply for, and deadlines for applying for Oregon Heritage Grants in general circulation publications in the State of Oregon and also by direct mail to parties who have expressed interest in the Oregon Heritage Grant Program. If the Commission has chosen to focus on a particular type of project in a particular grant cycle, that focus will be a part of the announcement.

(2) Applicants will, by announced deadlines, submit application information in a format prescribed by the Commission that:

(a) Documents that the applicant is eligible to apply for an Oregon Heritage Grant;

(b) Documents that the proposed project qualifies for an Oregon Heritage Grant;

(c) Documents that the applicant is capable of carrying out the proposed project; and

(d) Documents the potential effectiveness of the proposed project to conserve or develop heritage resources.

Stat. Auth.: ORS 358.585
Stats. Implemented: ORS 358.590
Hist.: PRD 3-2000, f. & cert. ef. 4-5-00

736-053-0220

Evaluation of Applications

(1) Eligible applications received by announced deadlines will be evaluated by an Oregon Heritage Grants Review Committee appointed by the Commission Chair.

(2) The Oregon Heritage Grants Review Committee will rank applications in order of priority based on an evaluation of:

(a) The applicant's capability of carrying out the proposed project; and

(b) How effective the proposed project will be in the conservation or development of heritage resources. Priority will be given to projects that preserve or develop heritage resources which are threatened and/or are of statewide significance.

(3) The Commission will, at regularly scheduled public meetings, consider and approve in part or in full the recommendations of the Oregon Heritage Grants Review Committee.

Stat. Auth.: ORS 358.585
Stats. Implemented: ORS 358.590
Hist.: PRD 3-2000, f. & cert. ef. 4-5-00

736-053-0225

Award of Grants

(1) When Oregon Heritage Grant Program funds are appropriated by the Legislative Assembly, the Commission shall award these funds based on priorities recommended by the Oregon Heritage Grants Review Committee and approved in part or in full by the Commission.

(2) Grants will be made for no more than fifty percent of total project costs. Up to twenty-five percent of a participant's share of project costs may consist of approved donated services and materials.

(3) All awards will be the subject of binding grant agreements between the Commission and participants.

(4) Grant agreements will specify total project costs, participants' share, Commission share, work to be accomplished, products to be delivered, and deadlines for accomplishing work and delivering products.

Stat. Auth.: ORS 358.585
Stats. Implemented: ORS 358.590
Hist.: PRD 3-2000, f. & cert. ef. 4-5-00

736-053-0230

Disbursement of Grant Funds

All Grant funds will be disbursed to participants on a reimbursable basis after submission of billings on approved schedules specified in grant agreements. Participants will supply information substantiating billings if requested by the Commission.

Stat. Auth: ORS 358.585
Stats. Implemented: ORS 358.590
Hist.: PRD 3-2000, f. & cert. ef. 4-5-00

736-053-0235

Recovery of Grant Funds

(1) Participants who fail to complete approved projects to the Commission's satisfaction shall return all Grant funds.

(2) Participants shall maintain records adequate for audit purposes for a period of not less than five years after project completion and shall reimburse the Commission for any costs questioned in audit findings.

Stat. Auth: ORS 358.585
Stats. Implemented: ORS 358.590
Hist.: PRD 3-2000, f. & cert. ef. 4-5-00

736-053-0300

Purpose

The purpose of these rules to is to adopt regulations establishing procedures that the Oregon Heritage Commission shall use when coordinating statewide anniversary celebrations.

Stat. Auth: ORS 358.585
Stats. Implemented: ORS 358.595(5)
Hist.: PRD 3-2001, f. & cert. ef. 2-23-01

736-053-0305

Definitions

As used in these rules, the following terms shall have the following meanings:

(1) "Commission" means the governor-appointed body charged with coordinating heritage activities statewide.

(2) "Statewide anniversary celebrations" means celebrations of anniversaries of events of statewide significance to Oregon's heritage.

(3) "Oregon's heritage" means the array of significant things, thoughts, and activities associated with the human experience in Oregon.

(4) "Coordinate" means serving as a source of information on resources, a source of technical assistance, a source of financial assistance when funds have been appropriated for that purpose by the Legislative Assembly, and as a clearinghouse for information and activities for particular celebrations.

(5) "Heritage Partners" means agencies of government and non-profit organizations with whom the Oregon Heritage Commission has executed partnership agreements.

(6) "Commission-endorsed statewide anniversary celebrations" means anniversary celebrations found by the commission to be of statewide significance to Oregon's heritage.

Stat. Auth: ORS 358.585
Stats. Implemented: ORS 358.595(5)
Hist.: PRD 3-2001, f. & cert. ef. 2-23-01

736-053-0315

Qualification as a Statewide Anniversary Celebration

(1) Beginning with the period 2000 to 2005, the commission, will, with the assistance of its statewide heritage partners, identify and publish a list of anniversary celebrations deemed to qualify under ORS 358.595(5) and the provisions of these regulations.

(2) The list published under (1) above will be revised at least every five years.

(3) Inclusion on the Oregon Heritage Commission web site will constitute publication for the purposes of these regulations.

Stat. Auth: ORS 358.585
Stat. Implemented: ORS 358.595(5)
Hist: PRD 3-2001, f. & cert. ef. 2-23-01

736-053-0325

Commission Coordination of Statewide Anniversary Celebrations

Commission coordination of statewide anniversary celebrations recognized under 735-053-0315 above, may be provided as follows:

(1) Information on resources on topics such as planning, implementation, and potential financial assistance will be provided on request to sponsors of commission-endorsed activities associated with statewide anniversary celebrations qualified under these regulations.

(2) Technical assistance will be provided on request to sponsors of commission-endorsed activities associated with statewide anniversary celebrations qualified under these regulations insofar as commission resources permit.

(3) Financial assistance will be provided to sponsors of commission-endorsed statewide anniversary celebrations qualified under these regulations:

(a) If funds for such purposes have been appropriated by the commission by the Legislative Assembly; and

(b) In a manner consistent with all relevant state statues, regulations, and policies.

(4) Clearinghouse service will be provided to sponsors of commission-endorsed activities associated with statewide anniversary celebrations qualified under these regulations by publication on the commission web site.

Stats. Auth: ORS 358.585
Stats. Implemented: ORS 358.595(5)
Hist.: PRD 3-2001, f. & cert. ef. 2-23-01

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