OTA Education Foundation Inc.

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OTA Education Foundation Inc. Student Scholarship Application Package 2019/2020 Academic Year Contents Scholarship Application Information and Instructions Scholarship Application Checklist Scholarship Application Form Scholarship Sponsorship Form Statement of Volunteer/Community Service and Extra Curricular Activities (J. O. Goodman, Bud Barr, George P. Ledson, and C. V. Hoar applicants only) OTA Education Foundation Inc. 555 Dixon Road Toronto, Ontario M9W 1H8 Fax: 1 866 713 4188 Website: www.otaef.com E Mail: info@otaef.com

Scholarship Application Information and Instructions 2019/2020 Academic year What is the OTA Education Foundation? The OTA Education Foundation is a charitable institution devoted to the furtherance of education for Ontario post secondary students. Established in 1958, the Foundation was founded with the goal of providing assistance to Ontario students, regardless of their fields of study, who have demonstrated commitment to academic success, community service, and who have or plan to have an affiliation with the trucking industry. OTA Education Foundation Scholarships Financial awards are available to Ontario full time students enrolled in recognized programs at accredited public Canadian post secondary institutions. The payment of tuition is made directly by the Foundation to the university or college of the recipient s choice, and applied against the student s account. Scholarships are funded primarily from corporate donations from the Ontario trucking industry, which is why students are asked to answer a question about the trucking industry as part of the application process. Students can apply for OTA Education Foundation Scholarships for each year of enrollment at a post secondary institution, as long as all the eligibility requirements continue to be met. The J.O. Goodman, Bud Barr, George P. Ledson, and C.V. Hoar Awards Students entering their first year of post secondary study direct from high school at a recognized public Canadian university or college are eligible for consideration for the J.O. Goodman Award, the Bud Barr Award, the George P. Ledson Award, or the C.V. Hoar Award. A separate application is not necessary. However, there are additional requirements, which are detailed on the next page. The J.O. Goodman Award The J.O. Goodman Award consists of a single scholarship for an eligible firstyear student enrolled in a full time, recognized program in a Canadian public university. The award is named for Mr. J.O. (Joe) Goodman, who for forty four years was Senior Staff Executive of the Ontario Trucking Association (OTA). His years of service to the development of the trucking industry in Ontario and to the trucking association resulted in his being awarded the Order of Canada in 1978 along with the nickname Mr. Trucking. Mr. Goodman was one of the moving forces behind the establishment of the Foundation and was its Executive Director from its beginning until 1978. The Bud Barr Award The Bud Barr Award consists of a single scholarship for an eligible first year student enrolled in a full time, recognized program in a Canadian public university. The award is named for Mr. William (Bud) Barr, who served as the Foundation s Executive Director from 1992 to 2005, following his retirement from a long career in the Ontario trucking industry. Prior to managing the Foundation, he served on its board of directors for several terms, during which time he was a strong advocate for the charity. Bud was a fixture in the Ontario trucking industry, and an active member with the Ontario Trucking Association for decades during which time he held nearly every volunteer position that existed. The Bud Barr Award honours the memory of William Bud Barr who passed away in 2009. Return completed application and all supporting documents to: Page 1 of 3 OTA Education Foundation, Inc., 555 Dixon Road, Toronto, ON M9W 1H8 Fax: 1 866 713 4188 / Email: info@otaef.com

OTA Education Foundation Inc. 2019/2020 Academic Year The George P. Ledson Award The George P. Ledson Award consists of a single scholarship for an eligible first year student enrolled in a full time, recognized program in a Canadian public university. The award is named for Mr. George P. Ledson, in recognition of his long standing support and service as a director of the OTA Education Foundation, along with his passion, dedication, and outstanding support of the trucking industry and its people. The scholarship was announced in 2015 following George's resignation from the Foundation's board after 20 years of service. During his tenure, George helped to oversee the Foundation's organizational and general scholarship program restructuring, as well as the introduction of endowed scholarships. The C.V. Hoar Award The C.V. Hoar Award consists of a single scholarship for an eligible first year student enrolled in a full time, recognized program in a Canadian public college. The award is named for Mr. C.V. (Charles) Hoar, who is one of the founding members of the OTA Education Foundation and who led the Foundation into its current form when he helped establish the J.O. Goodman Awards in 1979 following the retirement of Mr. Goodman as Senior Staff Executive of the Ontario Trucking Association. Serving as chairman for both the Ontario Trucking Association and the OTA Education Foundation while continuing to operate a successful trucking company, Mr. Hoar was a strong advocate of post secondary education and recognized its value in a strong and viable trucking industry. Eligibility and Selection Criteria for OTA Education Foundation Scholarships In order to be eligible for consideration for a scholarship, applicants must: Be enrolled in a public Canadian university or college full time program that is a minimum of 2 years in length, and that will lead to a diploma or degree. Be twenty five (25) years of age or younger as of January 1, 2019. Be the child of at least one parent who works in the Ontario trucking industry. Academic success will be the primary criteria for consideration for a general scholarship. How to Apply Complete the application form, including the Scholarship Application Checklist. Make sure that all requested information is provided in the specified page order, and stapled or clipped together. All applications must be sponsored by an Ontario trucking company or trucking service/supply company that employs or contracts a parent of the applicant. A company official who is not the parent of the applicant must complete and sign a Scholarship Sponsorship Form. Enclose an accompanying type written essay of 500 words or less that answers the question on the application form. Make sure that the application form is for the academic year for which you are applying. Arrange for an official transcript for the most recent academic year to be forwarded directly to the Foundation. Only applications with official transcripts will be considered. Applications may be faxed in order to meet deadlines, but must be followed up with the original documents by mail in order to be considered. Only scholarship winners will be notified. Scholarship funds will be advanced to the student s post secondary institution and will be credited to the account identified by the student number provided on the application. Note: If contact or school information changes between submitting your application and the announcement of the scholarship winners, please advise the Foundation by e mail (info@otaef.com). Return completed application and all supporting documents to: Page 2 of 3 OTA Education Foundation, Inc., 555 Dixon Road, Toronto, ON M9W 1H8

OTA Education Foundation Inc. Additional Instructions to apply for the J.O. Goodman, Bud Barr, George P. Ledson, and C.V. Hoar Awards 2019/2020 Academic Year Four outstanding first year (direct from high school) students will receive the J.O. Goodman, Bud Barr, George P. Ledson (university) or C.V. Hoar (college) awards. While a separate application form is not required, there are additional requirements. Applicants must submit a type written letter addressed to the OTA Education Foundation Selection Committee of 500 words or less stating why they feel they should be considered for either award. Applicants should describe their academic and personal accomplishments, contributions to community, extra curricular activities, personal, academic and career goals and other relevant information. In addition, they must complete a Statement of Volunteer/Community Service and Extra curricular Activities. A letter of reference from someone who is not a friend or relative is also encouraged. When to Apply? Applications will be accepted after April 1 st and must be received by the Foundation by July 15 th. Applications received by fax or email will not be eligible, unless submitted only to meet the application deadline. However, original forms and documents must be submitted by mail. The awards are for one year only. Applicants who have previously applied for and/or received scholarships may re apply in subsequent years provided a new application is submitted, and all eligibility criteria continues to be met. Scholarship recipients will be announced by August 31 st. All scholarship recipients will be posted on the OTA Education Foundation s website. Only successful applicants will be contacted by mail. Transcripts Official transcripts for the most recent academic year with final (not mid term) marks must be received by July 30 th. Students who are applying for multiple scholarships (refer to Endowed Scholarships) can arrange for only one official transcript to be sent to the Foundation. To help facilitate matching transcripts to applications, students need to check the box on the Scholarship Application Checklist that indicates that additional scholarships have been applied for. Scholarship Award Amounts OTA Education Foundation Scholarship for College Students (each):... $1,000 OTA Education Foundation Scholarships for University Students (each):... $1,500 C.V. Hoar Scholarship for First Year College Student (one awarded):... $1,000 J.O. Goodman Scholarship for First Year University Student (one awarded):... $1,500 Bud Barr Scholarship for First Year University Student (one awarded):... $1,500 George P. Ledson Scholarship for First Year University Student (one awarded):... $1,500 Note: Should the student not complete the program of study, the portion of the unused tuition attributable to the Foundation, if any, would be refundable to the Foundation. The refund will be calculated on a pro rated basis. Return completed application and all supporting documents to: Page 3 of 3 OTA Education Foundation, Inc., 555 Dixon Road, Toronto, ON M9W 1H8

Student Scholarship Application Package: 2019/2020 Academic Year Scholarship Application Checklist Application Type: University College 555 Dixon Road Toronto, ON M9W 1H8 Phone: (416) 249-7401, Ext. 243 Fax: 1 (866) 713-4188 Email: info@otaef.com Applicant s Name: Last First M F Name of Scholarship Sponsor Company 1 : Name of University or College: 1. Requirements for all Applications (Check all applicable boxes): Applications must include all of the following items, and must be stapled or clipped in the top left hand corner in the following order: Completed Scholarship Application Checklist (this page) Completed and signed Scholarship Application Form for the correct academic year Completed and signed Scholarship Sponsorship Form Trucking Industry Essay that answers question on the Scholarship Application Form Are you a first year 2 university or college student who is also applying for the J.O. Goodman, Bud Barr, George P. Ledson, or C.V Hoar Scholarship Awards? If yes, you are eligible to apply for these scholarships. To do so, you must complete section 2 in addition to section 1. 2. Additional requirements for J.O. Goodman, Bud Barr, George P. Ledson, and C.V. Hoar Applications: Letter addressed to the OTA Education Foundation Selection Committee (refer to Scholarship Application Form for details) Completed Statement of Volunteer/Community Service and Extra Curricular Activities Reference Letter(s) (optional) 3. Transcripts: Arrange for an official transcript of final (not mid term) marks for the most recent academic year to be forwarded directly to the Foundation. Transcripts must be received no later than July 30 th. Only applications with official transcripts will be considered. You can request an official transcript from your high school office or your college s or university s registrar s office. There may be a fee charged for this service. Be sure to arrange for your transcript early if your school closes for the summer. Official Transcript Requested. School Name: I am applying for other OTA Education Foundation scholarships. I understand that I only need to request one transcript. Please link my transcript to the following endowed scholarship 3 applications: Bison Transport Scholarship OTA Allied Trades Scholarship J.D. Smith & Sons Leaders of Tomorrow Scholarship OTA Professional Driver Memorial Scholarship The Erb Group of Companies Service to Community Scholarship Administrative Use Only: Date Application Received: Transcript Received (Date) Sponsorship Form Essay Notes: Scholarship Amount: $ JO Goodman/Bud Barr/George P. Ledson Eligible CV Hoar Eligible Application Complete 1 All applications must be sponsored by an Ontario trucking company or trucking service/supply company that employs or contracts a parent of the applicant. A completed and signed Scholarship Sponsorship Form must accompany the application. 2 Students entering university or college directly from secondary school only. 3 http://www.otaef.com/scholarshipendowed.html

Scholarship Application Form 1 2019/2020 Academic Year Sponsoring Company Name 2 : Application Type: College University I. Personal Information Last Name: First Name: male female Date of Birth: Y M D Address: City: Province: Postal Code: Cell Phone/Test #: ( ) Email: @ II. Education History Social Insurance # 3 : Most recent academic year completed: Grade 12 [complete (a)] OR Year of a year post secondary program [complete (b)] (a) Name and Location of Secondary School: (b) Name(s) and Location(s) of Post Secondary School(s) since the Completion of Secondary School: Name of Institution Location Field of Study Full Time/Part Time Start Date (mm/yyyy) III. IV. Employment History ` / Most Recent Employer(s) (Company) Location Phone From (mm/yyyy) To (mm/yyyy) Current or Proposed Full Time Studies Name of College or University: Student #: / / / / Campus: Location (City): Length of Program (years): Level of Study: Diploma Undergraduate (Bachelor) Degree Graduate (Master s) Degree Program Name: V. Declaration Degree/Diploma Name: I hereby certify that the above information is true and that any false information will automatically disqualify me from eligibility for an OTA Education Foundation Scholarship. I also agree to allow the OTA Education Foundation to publish my name, essay, letter or portions thereof in news releases, annual reports, the OTA Education Foundation website, or other material used for promotional purposes only. Name in Print: Signature: Date: / All applications must be received by July 15, 2019 4. You must also include: A completed Scholarship Sponsorship Form 2. An essay of 500 words or less that describes the job that your parent (who works at the company that is sponsoring your application) does, and elaborate on those job related tasks and/or responsibilities that you think you would like if you held a similar position in the trucking industry. In order to be considered for the J.0. Goodman, Bud Barr, George P. Ledson, or C.V. Hoar Awards 1, you must complete this application form, and: Enclose a letter (addressed to the OTA Education Foundation Selection Committee) of 500 words or less stating why you feel you should be considered for the Award. You should state your academic and personal accomplishments, contributions to community, extra curricular activities, personal, academic and career goals and other relevant information. Complete a Statement of Volunteer/Community Service and Extra Curricular Activities (included in this package). While not required, a reference letter from someone who is not a friend or relative is also encouraged. An official transcript of your most recent marks must be forwarded directly to the Foundation by July 30 th from the issuing school. Applications that are not accompanied by official transcripts will not be considered. A final (not mid term) transcript must be provided. Only scholarship winners will be notified. Scholarship funds will be advanced to the student s post secondary institution and will be credited to the account identified by the student number provided on the application. 1 Students entering their first year of post secondary study (direct from high school) at a public Canadian university or college are also eligible to apply for the J.O. Goodman, Bud Barr, George P. Ledson (university students) Scholarships, or the C.V. Hoar Scholarship (college students). Refer to instructions for additional requirements. 2 All applications must be sponsored by an Ontario trucking company or trucking service/supply company that employs or contracts a parent of the applicant. 3 The OTA Education Foundation will issue T4A Tax Slips to all scholarship recipients. Scholarship funds will not be advanced until the student s social insurance number has been provided. This information will only be used to meet the Foundation s legal requirements regarding the issuance of tax slips. 4 Applications received by fax or email will not be eligible, unless submitted only to meet the application deadline. However, original forms and documents must be submitted by mail. Completed application including all supporting documents to be returned to: OTA Education Foundation, Inc., 555 Dixon Road, Toronto, ON M9W 1H8 Web: www.otaef.com E Mail: info@otaef.com Fax: 1 866 713 4188

555 Dixon Road Toronto, ON M9W 1H8 Phone: (416) 249 7401, Ext. 243 Fax: 1 (866) 713 4188 Email: info@otaef.com Scholarship Sponsorship Form 1 (to be completed by companies that employ/contract parents of student scholarship applicants) The OTA Education Foundation is a charitable institution devoted to the furtherance of education for Ontario postsecondary students. Established in 1958, the Foundation was founded with the goal of providing assistance to Ontario students, regardless of their field of study, who have demonstrated a commitment to academic success, community service, and who have or plan to have an affiliation with the trucking industry. Scholarships are funded primarily from corporate donations from the Ontario trucking industry, which is why students are asked to submit a short essay that answers a question about the trucking industry as part of the application process. In addition, at least one of the student s parents must be employed by or contracted to an Ontario trucking or trucking related service/supplier company. To demonstrate that affiliation, the employing/contracting company is required to complete this Scholarship Sponsorship Form. Once completed, this form should be returned to the applicant student, and submitted to the OTA Education Foundation as part of the student s application package. Company Name Company Affiliation to the Trucking Industry: For Hire Trucking Private Fleet Operation Service/Supply Provider (allied trade) to the trucking industry Other Contact Name Title Address _ City Province P/C Phone Ext E Mail Name of Student Applicant Name of Employee/Contracted Parent Position of Employee/Contracted Parent Number of Years Employed/Contracted to Company Declaration 2 I hereby certify that the above information is true and that any false information may disqualify the above named student from eligibility for an OTA Education Foundation Scholarship. I agree to allow the OTA Education Foundation to publish the company name, or portions thereof, and its location in news releases, annual reports or other material published by the Foundation for promotional purposes only. Name in Print Title: Signature: Date: 1 This completed form must accompany the student s Scholarship Application Form in order for the student to be considered for a scholarship. 2 Declaration must be completed by a senior company official who is not a parent of the student applicant.

555 Dixon Road Toronto, ON M9W 1H8 Website: www.otaef.com Email: info@otaef.com Statement of Volunteer/Community Service and Extra Curricular Activities J. O. Goodman, Bud Barr, George P. Ledson, and C. V. Hoar Scholarship Awards 1 Volunteer Work/Community Service List any volunteer work or community service that you have undertaken. 1 To accompany Scholarship Application Form for students entering their first year of post secondary studies (direct from high school) at an approved public university or college, and who wish to be considered for the J.O. Goodman, Bud Barr, George P. Ledson, or C.V Hoar Scholarship Awards. Page 1 of 2

Statement of Volunteer/Community Service and Extra Curricular Activities For Consideration for J. O. Goodman, Bud Barr, George P. Ledson, and C. V. Hoar Scholarship Awards Extra Curricular Activities List extra curricular activities in which you participated throughout your tenure in high school. This can include school activities such as teams, clubs and councils, as well as activities pursued outside of school. Year or Grade Activity Additional Information Accomplishments Use this space to provide more information on the preceeding activities. Declaration I hereby certify that the above information is true and that any false information may disqualify me from eligibility for the J.O. Goodman, Bud Barr, George P. Ledson, or C. V. Hoar Scholarships. Name in Print Signature: Date: Completed application including all supporting documents to be returned to: Page 2 of 2 OTA Education Foundation, Inc., 555 Dixon Road, Toronto, ON M9W 1H8 Web: www.otaef.com E Mail: info@otaef.com Fax: 1 866 713 4188