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Educational Allowance Policy for
Externally-funded Graduate Fellowships


Many national graduate fellowships provide an institutional cost of education allowance (sometimes referred to as the university allowance) and/or student allowance. These fellowships include, but are not limited to, the NSF Graduate Research Fellowship, the Ford Foundation Pre-doctoral Fellowship, the NASA Earth and Space Science, and the Howard Hughes Medical Institute Pre-doctoral Fellowship programs. Graduate fellowship cost of education allowances typically are provided in lieu of tuition and fees and may be used for education-related purposes to benefit the fellow and/or other graduate students. Student allowances are generally provided to support student research expenses.

It is the intent of the institution to ensure that incentives exist for graduate students to seek competitive graduate fellowship support and for graduate fellows to be recognized and honored for the distinction that they bring to themselves and to the university as a result of their success.

The following guidelines describe the method in which OSU administers graduate fellowship cost of education and student allowances and pertain to all eligible fellowships, new and continuing, effective July 1, 2009:

  1. The scope of this policy is limited to nationally competitive, externally-funded graduate fellowships which carry cost of education and/or student allowances, are awarded to students by the sponsoring agencies, and are administered by Oregon State University.
  2. The cost of education allowance will be assessed a fixed fee of $600 for fellowship administration at the beginning of each fellowship year. If a cost of education allowance is not provided by the sponsor, the student allowance will be assessed this fee.
  3. After the administration fee has been applied, the Graduate School will assess a levy of 50% to the remaining cost of education allowance for the purpose of furthering graduate initiatives. Student allowances will be held harmless from this levy and will be made available to the fellow.
  4. The Graduate School will provide academic year tuition remission through a Targeted Graduate Tuition Scholarship if tuition remission will not otherwise be provided under a concurrent graduate assistantship.
  5. If the remaining balance in the cost of education allowance falls short of covering the cost of academic year mandatory fees plus the tuition and fee expense associated with 3 credits of summer session enrollment, the Graduate School will provide relief for that shortfall.
  6. After the cost of academic year mandatory fees and 3 credits of summer session tuition and fees have been encumbered, the remaining balance in the cost of education allowance will be made available to the fellow in furtherance of his/her education, research, or other professional activity in accordance with the sponsoring agency guidelines and OSU administrative policies and procedures.
  7. In the case of multi-year graduate fellowships, surplus funds in the cost of education allowance may be carried forward to a subsequent fellowship year and must be fully utilized or surrendered by the end of the fellowship award.