Oregon

Date of Last Revision:    5/6/2024

License Renewal Date

For an odd-numbered license - 6/30 of odd years; for an even-numbered license - 6/30 of even years.

CPE Reporting Period

7/1 to 6/30 biennially ending on even-numbered years for even license numbers and odd-numbered years for odd license numbers

General Requirement

80 hours
20 hours per year

Ethics Requirement

4 hours minimum every 2 years

Credit Limitations

• Instruction and Published Materials: The maximum credit for instructors and authorship combined is 50% of total hours. Instructors are not allowed credit for repetitive presentations unless there are substantial changes in the material. Authorship credit is allowed as of publication date for first publication only.
• Non-technical credits: Credit in non-technical subjects is limited to 16 hours and cannot be carried forward.
• Practice Review: This type of credit is limited to 2 hours per instance and 16 total hours.
• Self Study: This type of credit must be approved by NASBA's Quality Assurance Service (QAS).

Credit Calculation

• Instruction: Instructors, discussion leaders, or speakers receive CPE credit for preparation time up to two times the time for presentation, in addition to the time for presentation.
• Partial Credit: Half credits are allowed; one (1) twenty-five (25) minute period is equal to one-half (1/2) CPE credit.
• University/college credit:  For credit courses, each semester hour equals 15 hours CE and each quarter hour equals 10 hours CE. For non-credit courses, each classroom hour will equal 50 minutes credit. This type of credit must be in technical subjects.

Other State Policies

• Qualifying programs must be a formal program of learning that contributes directly to the professional competence of the licensee.
• Licensees who review reports for the GFOA Certificate of Achievement program shall be allowed up to 16 hours of the total CPE requirement for the renewal period.
• Oregon accepts CPE credits for programs offered by National Registry sponsors.
• Carryforward Hours: Maximum is 20 CPE. Carryforward hours may be applied to the total number of CPE hours due, but may not be used toward the 24 hour annual requirement. Carryforward hours are not designated as technical or non-technical; the hours simply reduce the hours required to be reported. All other limitations for reporting apply each renewal period.
• CPE Reciprocity: Active licensees whose principal place of business is outside of Oregon and who are seeking renewal of their permit shall be determined to have met the CPE requirement in OAR 801-040-0010(1) by meeting the CPE requirements for renewal of a certificate in the jurisdiction in which the licensee's principal place of business is located. Applicants for renewal of an active permit whose principal place of business is in a jurisdiction without CPE requirements for renewal are not eligible for reciprocity.

Municipal Auditors

• Licensees admitted to the municipal roster are required to complete 24 hours of CPE in subjects directly related to the governmental environment and governmental auditing during each renewal period. A minimum of 16 hours are required in the following subjects:
  • Audits of state and local governmental units
  • Governmental Accounting and Financial Reporting Standards and updates
  • Generally Accepted Governmental Auditing Standards and updates
  • Single Audit Act and related Office of Management and Budget circulars and supplements
  • Oregon Local Budget Law
  • Minimum standards of audits and reviews of Oregon municipal corporations
• No more than 8 of the 24 required hours may be in courses relating to generally accepted auditing standards and procedures.