To: Campus Community
From: President Robert L. Caret
Subject: Campus Fee Advisory Committee
In accordance with the resolution passed by the CSU Board of Trustees May, 1996, and executive Order 661 issued by the Chancellor on August 23, 1996, I am hereby establishing the Campus Fee Advisory Committee (CFAC) for San José State University. This committee will provide advice to the president prior to any adjustments of a campus-based mandatory, user, or penalty fee, and before requesting the chancellor to establish a new fee.
Membership -- The Committee shall be composed of eleven members:
The committee shall meet at least once a semester, and may be asked to meet during academic breaks, if necessary.
At least a majority of the total membership, including the chair, shall constitute a quorum. Vacant seats shall not be included in determining a quorum.
The committee shall establish referendum policies and procedures that will address the manner in which referenda will be conducted by the CFAC. Referenda may be called by the CFAC upon its own initiative, upon the recommendation of the Associated Students, or upon the recommendation of other entities on campus. Such procedures and policies shall be in accordance with any guidelines developed by the California State University, and must be approved by the President. When appropriate and feasible, CFAC and the Associated Students should work cooperatively to use the regular election format of the Associated Students, with the costs shared on a pro rata basis.
One of the purposes of the CFAC is ongoing evaluation of the campus fee structure, including determining whether fees can be eliminated or consolidated, and to make appropriate recommendations to the campus president. The committee may undertake its own reviews, or may request offices on the campus to provide information, including recommendations regarding elimination, augmentation, and consolidation of fees, that then may be forwarded to the president.
The CFAC shall develop procedures to assure that any additional student need resulting from increases in campus mandatory fees, or the establishment of new mandatory fees, will be covered adequately by increased financial aid from campus funding sources.
An annual report detailing all of the activities of CFAC shall be provided to the president by July 1 each year. This report may be used in developing the campus' portion of the annual report to the CSU Board of Trustees.
Staffing shall be provided by the Office of the Vice President for Administration, including arranging the financing of all student advisory referenda recommended and sponsored by the CFAC, and approved by the President.
Any fee committees that have been established on this campus prior to this directive and E.0. 661 will continue to exist.
The Student Health Advisory Committee shall continue to function under Executive Order 637 as an advisory body to the Student Health Service and the President, except that any recommendations regarding health service fees shall be presented to the CFAC for its action.
The Instructionally Related Activities Fee Committee shall continue to function under the general provisions of the superseded E.O. 429 as the recommending body for the disbursal of IRA funds. Although the IRA Committee will no longer have the authority to conduct its own fee referenda, it may make recommendations to the CFAC for such actions.
In addition to its normal role in campus shared governance, the Academic Senate Budget Advisory Committee may serve as a means of continuing consultation for the CFAC.
The provisions and procedures of this directive will be reviewed at the end of a representative period, in order to seek recommendations for appropriate revisions, if necessary.
RLC:ms
Attachments:
CSU Summary
Executive Order 661
Fee Policy Authority
Misc. Information
New California State University Student Fee Policy
System Policy Summary:
Key Potsffects:
Fee Categories:
Fees that must be paid to apply to, enroll in, attend, or graduate from the university or to take a course offered through the state-funded instructional program
Fees to pay the full cost of instruction required of some students by statute (duplicate degree)
Fees paid to receive non-instructional materials, services, or for the use of facilities provided by the university or to enroll in a course offered through a self-support instructional program
Fees or deposits to reimburse the university for additional costs resulting from dishonored payments, late submissions, or misuse of property or as a security or guaranty
The California State University
Office of the Chancellor
400 Golden Shore
Long Beach, California 90802-4275
(310) 985-2800
To: Presidents
From: Chancellor Barry Munitz
Subject: Campus Fee Policy – Executive Order No. 661
On May 15, 1996, the Board of Trustees approved a fee policy for The California State University. Enclosed is a copy of Executive Order No. 661 which describes your authority to adjust campus mandatory, user, and penalty fees where all applicable provisions of law and any revenue bond indentures which may be outstanding have been observed.
The enclosed Executive Order authorizes the continuation of all fees which have been duly established. Actions taken after the effective date of this Executive Order to adjust fees that are currently in effect should comply with provisions of this Executive Order.
In accordance with policy of The California State University, the campus president has the responsibility for implementing Executive Orders where applicable and for maintaining the campus repository and index for all Executive Orders.
BM: rp
Attachment
Distribution: Chancellor’s Office Staff
Executive Order No. 661
The California State University
Office of the Chancellor
400 Golden Shore
Long Beach, California 90802-4275
(310) 985-2800
Title: Fees, Rates, and Charges
Effective Date: August 23, 1996
Supersedes: Executive Order Numbers: 188, 231, 242, 243, 246, 252, 333, 360, 362, 363, 364, 379, 391, 397, 414, 429, 461, 473, 489, 494, 501, 506, 530, 539, 546, 549, 562, 566, 567, 570, 571, 574, 578, 588, 589, 592, 594, 596, 597, 604, 606, 608, 609, 612, 617, 619, 623, 625, 626, 627, 629, 633, 634, 635, 636, 637 (in part), 639, 642, 645, 647, 650, 651, 652, 653, 654, 655, 656, 657, 659, 660
This Executive Order is issued pursuant to resolution of the Board of Trustees of The California State University RFIN 05-96-06, a copy of which is included as Attachment 1.
Effective August 23, 1996, campus fees, which have been duly established pursuant to authority of the Board of Trustees or its designees and which are currently in effect shall continue in effect until adjusted or repealed pursuant to this Executive Order. The campus fees which shall continue unless adjusted or repealed as provided herein shall include the fees established or adjusted in the executive orders which are listed above as superseded by this Executive Order.
Effective August 23, 1996, campus fees shall be established, adjusted, collected, and refunded, according to the policies contained herein and any applicable provisions of the law; statutes; Title 5 California Code of Regulations; Standing Orders of the Board of Trustees; and revenue bond indentures which may be outstanding. Attachment 2 of this Executive Order provides additional information which may be helpful in implementing this policy.
The policy delegates to the campus president the authority to adjust campus mandatory, user, and penalty fees. The policy requires that appropriate and meaningful consultation occur before adjusting campus fees or requesting the chancellor to establish a new fee.
The following are actions required of the campus to implement this Executive Order:
Establish a campus fee advisory committee. The fee policy requires each campus to establish a fee advisory committee to provide advice to the campus president regarding proposed fee actions for mandatory, user, or penalty fees. Members of the committee should include administrators, faculty and students. Students appointed by the campus associated students organization must constitute a voting majority on the committee. Executive Order No. 429 required the campus to maintain an instructionally related activities fee advisory committee to review instructionally related activity fees. This executive order supersedes Executive Order No. 429 eliminating the requirement that the campus maintain an instructionally related activities fee advisory committee.
A student health advisory committee will still be required in accordance with provisions of Executive Order No. 637 to provide advice to the president on campus health service programs. However, the quirement that a student health advisory committee provide advice on health services fees is superseded by this executive order.
Develop student fee referendum procedures. Prior to increasing campus mandatory fees or requesting the chancellor to establish a new campus mandatory fee, the fee policy requires that an advisory student referendum be conducted. Alternative consultation mechanisms are permitted if they can be demonstrated to be more effective in achieving appropriate and meaningful consultation. Alternative consultation mechanisms are not permitted in the following three instances: (1) before initially establishing a student body association fee, a student body organization is required to be approved by two-thirds favorable vote of the students; (2) before increasing a student body association fee, a fee referendum approving the increase is required; and, (3) before initially establishing a student body center fee, a fee referendum approving the fee by two-thirds favorable vote is required. A fee referendum may be contacted either by the campus associated students organization or by the campus as determined by the president. If the referendum is conducted by the campus, the campus is required to fund the cost of the referendum. Results of the fee referendum are advisory to the campus president.
Establish local financial aid programs. The fee policy requires the campus to use local financial aid grant, work study, and waiver programs to offer financial aid adequate to meet additional student need resulting from increases in campus mandatory fees or the establishment of new campus mandatory fees. Local financial aid programs need to be designed and implemented to accomplish this policy objective. The fee policy requires that local financial aid program budgets be increased permanently in the year the fees are adjusted or established by not less than an amount equal to one-third of the additional revenue resulting from an increase in campus mandatory fee levels. Fee waivers may be used, in lieu of financial aid budget increases, to help meet this financial aid requirement.
For example, if a student body center fee increase is approved by the president, after conducting a student referendum and after consideration by the student fee advisory committee, local financial aid programs would have to offer additional financial aid to students to meet the additional need resulting from the fee increase. One example of the type of financial aid that could be used to meet this financial aid policy requirement is a work-study program funded by the student union. The president could also choose to fund direct student grants or waive the additional fee for students that have demonstrated financial need.
Review existing fees to determine if fees can be eliminated or consolidated. The fee policy encourages campus presidents to evaluate existing fees to determine if fees can be consolidated or eliminated to simplify the administration of fees and to enhance the ability of students and their families to plan for the costs of higher education without impairing the ability of the campus to provide access to a high quality program. Consolidating existing fees can create additional funding flexibility for the campus by creating a revenue source from which a variety of services can be funded, including those funded in the past through specific fees. Graduation fees, diploma fees, miscellaneous course fees, and health facilities fees are examples of fees that could be consolidated into a single service fee
Barry Munitz, Chancellor
Dated: August 23, 1996
Executive Order No. 661
Attachment 1
Student Fee Policy (REIN 05-96-06)
RESOLVED, By the Board of Trustees of The California State University that Attachment A to Agenda Item 2 of the May 14-15, 1996, meeting of the trustees' Committee on Finance, titled "The California State University Student Fee Policy" is approved and shall take effect immediately; and, be it further
RESOLVED, That the chancellor is directed to take all necessary action to implement the student fee policy in a manner consistent with existing statutes and provisions of bond indentures; and, be it further
RESOLVED, That the campus presidents are encouraged to evaluate all existing fees charged to students to determine if some fees can be consolidated or eliminated to simplify the administration of fees and to enhance the ability of students and their families to plan for the costs of higher education without impairing the ability of the campus to provide access to a high quality program.
Executive Order No. 661
Attachment 1
Attachment A
Fm.-Agenda Item 2
May 14-15, 1996
Executive Order No. 661
Attachment 2
Examples
Admission Application Fee (mandatory system wide fee)
Campus Service (ID) Card Fee
Diploma Fee
Graduation Fee
Health Facilities Fee
Health Services Fee
Instructionally Related Activities Fee
Materials, Services, and Facilities Fee
Miscellaneous Course Fees
Special Test Materials Fee
State University Fee (mandatory system wide fee)
Student Body Association Fee
Student Body Center Fee
Authority to establish and adjust
The Board of Trustees may establish and adjust mandatory system wide fees.
The Chancellor may establish mandatory campus fees.
The president may adjust mandatory campus fees.
Process to establish mandatory campus fees
Consideration by the campus fee advisory committee is required.
A student referendum is required. The president may use alternative consultation mechanisms if the president determines that a referendum is not the best mechanism to achieve appropriate and meaningful consultation. However, a student body association fee must be established upon favorable vote of two-thirds of the students voting in an election held for the purpose of establishing a student body organization (Education Code §89300). A student body center fee may be established only after a fee referendum is held which approves by a two-thirds favorable vote the establishment of the fee (Education Code §89304).
Results of the referendum and the fee committee review are advisory to the campus president except as provided in Education Code §89300 and §89304, when establishing a student body association fee or a student body center fee.
Upon consideration by the campus fee advisory committee and the completion of a student referendum, the president may request the chancellor to establish the mandatory fee.
Process to adjust mandatory campus fees
Consideration by the campus fee advisory committee is required.
A student referendum is required. The president may use alternative consultation mechanisms if the president determines that a referendum is not the best mechanism to achieve appropriate and meaningful consultation. However, the campus president may increase the student body association fee only after the fee increase has been approved by a majority of students voting in a referendum established for that purpose (Education Code §89300).
Results of the referendum and the fee committee review are advisory to the campus president. After consideration by the campus fee advisory committee and the completion of a student referendum, the president may adjust the fee.
Financial Aid
Local financial aid grant, work-study, and waiver programs must be used to offer financial aid adequate to meet additional student need resulting from increases in campus mandatory fees or new campus mandatory fees.
The federal financial aid eligibility methodology must be used to determine not financial need.
Fees to pay the full cost of instruction required of some students by statute.
Examples
Duplicate Degree Tuition
Nonresident Tuition
Authority to establish and adjust
The Board of Trustees may establish and adjust tuition fees.
The statute requiring the California State University to charge duplicate degree tuition sunsets August 31, 1996.
Process to establish
Resolution by the Board of Trustees.
Process to adjust
Resolution by the Board of Trustees.
Financial Aid
The fee policy does not require that financial aid be provided to meet student financial need associated with tuition fees.
Examples
Alumni Placement Fee
American Dietetics Association Transcript Evaluation Fee Bicycle Storage Fee
Campus General Catalog Fee
Conference, Short Course Institution Fee
Evaluation for Credential Candidate Fee
Extension Course Fee
External Degree Fee
Housing Fee
Installment Fee
Lock and Locker Fee
Music Studio Course (Extension/Summer) Fee
Musical Instrument Repair and Insurance Fee
Organ Practice Fee
Parking Fee
Recreation Facilities Fee
Special Examination Fee
Special Session Fee
Summer Session Health Facilities Fee
Summer Session Fee
Test Materials Fee
Thesis Binding Fee
Transcript of Record Fee
Authority to establish and adjust
The chancellor may establish new user fees.
The president may adjust user fees.
Process to establish
Consideration by the campus fee advisory committee is required. Results of the fee committee review are advisory to the campus president.
After consideration by the campus fee advisory committee, the president may request the chancellor to establish the user fee.
Process to adjust
Consideration by the campus fee advisory committee is required. Results of the fee committee review are advisory to the campus president.
After consideration by the campus fee advisory committee, the president may adjust the fee. Some user fees require frequent adjustment to accommodate changing market conditions (e.g., continuing education fees) which may not permit consideration in advance by the committee.
Financial Aid
The fee policy does not require that financial aid be provided to meet student financial need associated with user fees.
Fees or deposits to reimburse the university for additional costs resulting from dishonored payments, late submissions, or misuse of property or as a security or guaranty.
Examples
Check Return Fee
Credit Card Transaction Voucher Dishonored Fee
Delayed Transmittal Fee
Enrollment Confirmation Deposit
Failure to Meet Administrative Appointment Fee
Item Lost or Broken Fee
Late Registration Fee
Library Fee
Authority to establish and adjust
The chancellor may establish new penalty fees.
The president may adjust penalty fees.
Process to establish
Consideration by the campus fee advisory committee is required. Results of the fee committee review are advisory to the campus president.
After consideration by the campus fee advisory committee, the president may request the Chancellor to establish the penalty fee.
Process to adjust
Consideration by the campus fee advisory committee is required. Results of the fee committee review are advisory to the campus president.
After consideration by the campus fee advisory committee, the president may adjust the fee.
Financial Aid
The fee policy does not require that financial aid be provided to meet student financial need associated with penalty fees.
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Fee Policy AuthorityCategory/Title: Establish: Adjust: Education Code: Mandatory
1. State University Fee Board Board 89700 2. Admission Application Fee Board Board 89700 3. Campus Service (ID) Card Chancellor President 89700 4. Diploma Fee Chancellor President 89700 5. Graduation Fee Chancellor President 89700 6. Health Facilities Fee Chancellor President 89702 7. Health Services Fee Chancellor President 89700 8. Instructionally Related Activities Fee Chancellor President 89700 9. Miscellaneous Course Fees Chancellor President 89700 10. Special Test Materials Fee Chancellor President 89700 11. Student Body Association Fee Chancellor President 89300 12. Student Body Center Fee Chancellor President 89034; 90012; 90068 Tuition 1. Duplicate Degree Tuition Board Board 66170 et seq 2. Nonresident Tuition Board Board 89705 User 1. Alumni Placement Fee Chancellor President 89700 2. American Dietetics Assoc. Transcript Evaluation Chancellor President 89700 3. Bicycle Storage Fee Chancellor President 89700 4. Campus General Catalog Fee Chancellor President 89700 5. Conference, Short Course Institution Chancellor President 89700 6. Evaluation for Credential Candidate Fee Chancellor President 89700 7. Extension Course Fee Chancellor President 89708; 89709 8. External Degree Fee Chancellor President 89708; 89709 9. Housing Fee Chancellor President 89700; 90012; 90068 10. Installment Fee Chancellor President 89700.1 11. Lock and Locker Fee Chancellor President 89700 12. Music Studio Course (Extension/Summer) Chancellor President 89700 13. Musical Instrument Repair and Insurance Chancellor President 89700 14. Organ Practice Fee Chancellor President 89700 15. Parking Fee Chancellor President 89701 16. Recreation Facilities Fee Chancellor President 89700 17. Special Examination Fee Chancellor President 89700 18. Special Session Fee Chancellor President 89708; 89709 19. Summer Session (Health Facilities Fee) Chancellor President 89702 20. Summer Session Fee Chancellor President 89708 21. Test Materials Fee Chancellor President 89700 22. Thesis Binding Fee Chancellor President 89700 23. Transcript of Record Fee Chancellor President 89700 Penalty/Deposit 1. Check Return Fee Chancellor President 89700 2. Credit Card Transaction Voucher Dishonored Fee Chancellor President 89700 3. Delayed Transmittal Fee Chancellor President 89700 4. Enrollment Confirmation Deposit Chancellor President 89700 5. Failure to meet administrative appointment Chancellor President 89700 6. Item Lost or Broken Fee Chancellor President 89700 7. Late Registration Fee Chancellor President 89700 8. Library Fees Chancellor President 89700
On May 15, 1996, the Board of Trustees approved a new California State University student fee policy. There are a number of significant changes in policies and procedures that will be required to implement the fee policy. We are scheduled to review the implementation plan for the new fee policy at the June 25-26, 1996 Executive Council meeting. Following is a brief summary of the topics that we will address in more depth once the formal implementation plan has been approved.
Establish a campus fee advisory committee. The fee policy requires each campus to establish a fee advisory committee to provide advice to the campus president regarding charging fees and allocating fee revenue. The fee advisory committee provides advice to the president on proposed fee actions for mandatory, user, and penalty fees.
Develop student fee referendum procedures.Prior to increasing campus mandatory fees or requesting the Chancellor to establish a new campus mandatory fee, the new fee policy envisions that a student referendum will be conducted. The policy does permit alternative consultation mechanisms if they can be demonstrated to be more effective. The fee referendum may be conducted either by the campus associated students' organization or by the fee advisory committee. If the referendum is conducted by the fee advisory committee, the campus is required to fund the cost of the referendum.
Establish local financial aid programs. The fee policy requires the campus to develop local financial aid grant, work study, and waiver programs to offer financial aid adequate to meet additional student need resulting from increases in campus mandatory fees or the establishment of new campus mandatory fees. Local Financial aid programs need to be designed and implemented to accomplish this policy objective.
Review existing fees to determine if fees can be eliminated or consolidated. The Trustees encouraged campus presidents to evaluate existing fees to determine if fees can be consolidated or eliminated to simplify the administration of fees and to enhance the ability of students and their families to plan for the costs of higher education without impairing the ability of the campus to provide access to a high quality program. Consolidating existing fees can create additional funding flexibility for the campus by creating a general revenue source from which a variety of services can be funded, including those funded in the past through specific fees. Examples of the types of fees that might be consolidated into a single service fees are graduation and diploma fees, miscellaneous course fees, and health facilities fees.
Revise Standing Orders of the Board of Trustees to incorporate the new fee framework and delegate authority to establish and adjust fees. Existing standing orders related to specific fees will be eliminated. New Standing Orders will be proposed in July for information and in September for action.
Establish an ad hoc system wide committee comprised of representatives from the California State Student Association, the Academic Senate, and the campuses to develop student fee referendum guidelines for publication in Title 5. The Board's fee policy requires the Chancellor to develop guidelines applicable to the student fee referendum process designed to ensure that the referendum is open, fair, and objective.
Distribute draft outline of fee accountability report for review and comment. The fee policy requires that an annual report be provided to the Board We plan to provide the report to the board in conjunction with the 1998/99 budget presentation in September 1997. A fee report information request will be sent to campuses in March 1997, to gather information for the report to the Board of Trustees.
Richard West, Vice Chancellor, Business and Finance
Regarding the fee advisory committee, the policy states that the campus" ... shall establish a fee advisory committee comprised of student, faculty, staff, and administrative representatives." Is there a difference between "staff' and "administration?" If yes, what does "staff" mean or what is envisioned by that term?
For referenda conducted by AS, are the results of a referendum conducted by the AS advisory to the committee and the president?
For referenda conducted by AS, are the results of a referendum conducted by the AS considered favorable if a majority of students voting approve the fee action?
For referenda conducted by AS, must the AS issue a voter pamphlet providing objective analysis of the proposed fee action and statements for and against the proposed fee action?
For referenda conducted by AS, does the AS determine the specific statements that shall be included in the voter pamphlet?
For referenda conducted by AS, must AS publish in the campus newspaper at least thirty days prior to the referendum copies of the voter pamphlet and ballot and information regarding the dates, times, and polling locations?
Regarding local financial aid programs, the policy states that local campus financial aid programs" ... shall be supplemented permanently in the year the fees are adjusted or established from any appropriate funding source." What are appropriate funding sources? Who determines what is an appropriate funding source? May the additional revenue be raised through the proposed fee increase? For example, if the additional revenue needed to be raised through a proposed fee increase equaled $2,000,000 may the proposed fee be set at a level to raise $3,000,000, $1,400,000 of which would be dedicated to local financial aid?
Regarding the overall level of fees, the policy states "Total annual mandatory fees may not exceed one-third of the system wide cost of education." What is this amount?
Regarding fees, who makes the decision as to which category a fee may fall under?
Regarding fees, who can answer questions a campus may have about a fee? For example, what is a "special test materials fee" or an "academic program fee?"
Regarding fees, does every fee charged to student by the university or one of its auxiliaries have to fall in one of the four categories listed? For example, bowling shoe rental or housing?
Regarding penalty fees, do parking tickets/fees related to missed registration payments fall into this category?
"Bicycle Storage Fee" is listed as a user fee. Are then "locker" fees our students pay in the student union user fees?
"American Dietetics Assoc. Transcript Evaluation" is listed as a user fee. Are then fees our students pay in the Center for Disabled Students related to learning aids user fees?
Are cap/gown/hood fees user fees?
"Special Examination Fee" is listed as a user fee. Are then fees related to tests administered in Career Placement Services user fees?
"Campus General Catalog Fee" is listed as a user fee. Is then the cost of the class schedule also a user fee?
Are costs to attend New Student Orientation user fees?
"Recreation Facilities Fees," which on our campus is an AS program, are listed as user fees. Are then recreations fees in the University Center, which is also an AS program, user fees?
Are copying costs in various academic buildings user fees?
Considering that a mandatory fee is any fee that any student may pay to receive basic levels of services, would the following be considered mandatory fees?
A $3.50 phone registration feeA fee to take the English Writing Placement test
A fee to take the Entry Level Mathematics Exam
A fee to take the Mathematics Qualifying Exam (prerequisite for three math courses)
A fee to take the Accounting Qualifying Exam
Last Update: 8/20/96
Name: Brad Wells
Email: brad_wells@calstate.edu
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