OAR 333-333-4020: Social Equity Plans

(1) In addition to the requirements of OAR 333-333-4000 applicants for a manufacturer, service center, facilitator or laboratory license must submit a social equity plan for their initial application to be considered complete. (2) Social equity plans required by section (1) of this rule must include a description of the following: (a) Application of diversity, equity, justice and inclusion principles to the licensee’s internal practices and policies. (b) Objective performance measures that the licensee will use to evaluate their social equity plan. (3) In addition to the requirements of OAR 333-333-4250 an applicant for renewal of manufacturer, service center, facilitator or laboratory license must provide documentation of the evaluation of implementation of their social equity plan based on the objective performance measures required in social equity plans. (4) If a facilitator is an employee of a licensed service center, the social equity plan requirements identified in sections (1), (2) and (3) of this rule can be fulfilled by submitting a statement to the Authority that references the service center’s social equity plan. If a facilitator is an employee of more than one service center, the statement must identify each service center that employs the facilitator. If a facilitator contracts with a service center, they must submit their own social equity plan. (5) Licensees must maintain confidentiality of any information collected related to their social equity plan that may be used to identify a client, or disclose any communication made by a client, as required by OAR 333-333-4810. (6) Licensees must make their social equity plans and evaluation required by section (3) of this rule available to clients and prospective clients upon request.