University Fees and Authority Guidelines in California

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Cal Poly’s Campus Fee
Advisory Committee
 
An Overview
:
University Fees & the Campus Fee
Advisory Committee (“CFAC”)
 
Overview Outline
 
Fees
Definition & Authority
Executive Order 1102
Classification
CFAC
Purpose & mission
Administration
Referenda  / Alternative Consultation Process
 
What do we mean by “fees”?
 
Payments due to the University by individual students
 
Exclusive of 
non-student
 payments for rents, licenses, and leases.
 
Exclusive of other university business operations such as campus
recharge programs, refunds, vendor payments, interest earnings,
royalties, etc.
 
 
Flow of Authority
 
Flow of Authority (cont.)
 
Board of Trustees:  Resolution and Rules
State University Fee, Non-Resident Tuition, Application fee,
Student Involvement & Representation Fee
CSU Chancellor: Executive Order
Establish new campus-based fees
President:
Adjust mandatory campus-based fees
Establish & Adjust certain campus-based fees
Collective Bargaining Agreements trump
 
Exec. Order No. 1102
 
Effective July 22, 2015
Maintains Campus Fee Advisory Committee
Continues practice of seeking the advice of the campus fee advisory
committee combined with student referenda and/or alternative
consultation processes for mandatory student fees
Expanded five categories of student fees to six (to categorize the Student
Involvement and Representation Fee (SIRF)
Continues reporting requirements for all student fees
Implemented certain requirements on Student Success Fees
 
 
Fee Categories
 
Category I: Systemwide mandatory fees. Fees that must be paid to apply
to, enroll in, or attend the university or pay full cost of instruction.
State University Fee
Non-resident tuition
Application Fee
Student Involvement & Representation Fee
Category II: Campus mandatory fees. Fees that must be paid to enroll in
or attend the university.
Academic Fee / Cal Poly Plan Fee / Student Success Fee
Health Services Fee
IRA Fee
ASI Fee
University Union Fee (UU, rec center, and sports complex)
Facility Fee (health center)
Campus Services Card
 
 
Fee Categories
 
– Cont’d
 
Category III: Miscellaneous course fee. Fees associated with a state
supported course for materials and services used in course instruction.
Category IV: Fees other than Category II or III paid to receive materials,
services, use of facilities, fees resulting from dishonored payments, late
submissions, misuse of property, or security deposits.
Off-campus Study Abroad programs
Commencement, Testing, Bike Locker, etc
Category V: Fees paid to self-support programs such as Parking, Housing,
and Continuing Ed
Housing License
Parking permits
Continuing Ed courses
 
Category VI: Systemwide Voluntary Fees
 
Campus Fee Advisory Committee
- Role
 
The role of the Campus Fee Advisory Committee is to advise the
president on Category II fees
Advisory vs Oversight
Scope of committee limited to advisory role in establishment
and/or determination of Category II fees. Implementation and
oversight responsibility of campus administration
Receive in advance of implementation.
Advise on referendum or alternative consultation.
Information vs Advisory
President has authority to adjust Category III miscellaneous
course fees within a prescribed range
Category IV and V fees may be established and/or adjusted by
the President.
The Fee committee will be advised of such action.
 
 
 
 
Campus Fee Advisory Committee
– Administration
 
ASI President and VP Admin & Finance preside as voting members &
co-chairs of the committee and act as back-up for the other
throughout the year
 
VP Admin & Finance schedules the meetings and co-chairs meet prior
to scheduled meeting to set agenda and distribute material
 
A quorum exists if at least one co-chair is in attendance and at least
three voting members are present
Total of seven voting members
 
Fee Referendum Process
 
An advisory student referendum may be conducted by the University
or ASI as determined by the President
 
Provided minimum requirements of EO 1102 are met, elections are
governed by the policies and guidelines of the organization
conducting the referendum (University guidelines vs. ASI guidelines)
 
University has delegated the supervision of the election process to
the Vice President for Student Affairs
VP for Student Affairs responsible for administrative oversight of
elections
 
Fee Referendum Process
 
CFAC’s Role
Advise on Election Date
Prepare objective statement including financial analysis (staff)
Solicit & review Pro / Con statements for inclusion in voter
pamphlet
Advise on ballot language for Office of General Counsel (OGC)
review and approval
Issue voter pamphlet, ballot, and other information
 
Fees Web Site
www.fees.calpoly.edu
 
Quick Links on Cal Poly’s Current Students home page
Fees and Payment Info
Fee Policies
Executive Orders, Policies – Referenda, Alternative Consultation,
Campus User & Penalty Fees
CFAC Info
Background, Minutes, Members
Fee and Payment Schedules
Current fee amounts, MCF, historical fee data
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The document outlines the definition, authority, and processes related to university fees in California, including classification, purpose, and administration. It covers payments due to the university, legislative bodies involved, fee establishment processes, and requirements effective from July 22, 2015. Categories of student fees, fee advisory committees, and campus-based fees adjustments are discussed in detail.


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  1. Fees Definition & Authority Executive Order 1102 Classification CFAC Purpose & mission Administration Referenda / Alternative Consultation Process

  2. Payments due to the University by individual students Exclusive of non-student payments for rents, licenses, and leases. Exclusive of other university business operations such as campus recharge programs, refunds, vendor payments, interest earnings, royalties, etc.

  3. California Legislature (Ed Code, Govt. Code, Budget Act) CSU Board of Trustees (Resolutions, Title 5) CSU Chancellor (Exec. Order) CSU Presidents

  4. Board of Trustees: Resolution and Rules State University Fee, Non-Resident Tuition, Application fee, Student Involvement & Representation Fee CSU Chancellor: Executive Order Establish new campus-based fees President: Adjust mandatory campus-based fees Establish & Adjust certain campus-based fees Collective Bargaining Agreements trump

  5. Effective July 22, 2015 Maintains Campus Fee Advisory Committee Continues practice of seeking the advice of the campus fee advisory committee combined with student referenda and/or alternative consultation processes for mandatory student fees Expanded five categories of student fees to six (to categorize the Student Involvement and Representation Fee (SIRF) Continues reporting requirements for all student fees Implemented certain requirements on Student Success Fees

  6. Category I: Systemwide mandatory fees. Fees that must be paid to apply to, enroll in, or attend the university or pay full cost of instruction. State University Fee Non-resident tuition Application Fee Student Involvement & Representation Fee Category II: Campus mandatory fees. Fees that must be paid to enroll in or attend the university. Academic Fee / Cal Poly Plan Fee / Student Success Fee Health Services Fee IRA Fee ASI Fee University Union Fee (UU, rec center, and sports complex) Facility Fee (health center) Campus Services Card

  7. Category III: Miscellaneous course fee. Fees associated with a state supported course for materials and services used in course instruction. Category IV: Fees other than Category II or III paid to receive materials, services, use of facilities, fees resulting from dishonored payments, late submissions, misuse of property, or security deposits. Off-campus Study Abroad programs Commencement, Testing, Bike Locker, etc Category V: Fees paid to self-support programs such as Parking, Housing, and Continuing Ed Housing License Parking permits Continuing Ed courses Category VI: Systemwide Voluntary Fees

  8. The role of the Campus Fee Advisory Committee is to advise the president on Category II fees Advisory vs Oversight Scope of committee limited to advisory role in establishment and/or determination of Category II fees. Implementation and oversight responsibility of campus administration Receive in advance of implementation. Advise on referendum or alternative consultation. Information vs Advisory President has authority to adjust Category III miscellaneous course fees within a prescribed range Category IV and V fees may be established and/or adjusted by the President. The Fee committee will be advised of such action.

  9. ASI President and VP Admin & Finance preside as voting members & co-chairs of the committee and act as back-up for the other throughout the year VP Admin & Finance schedules the meetings and co-chairs meet prior to scheduled meeting to set agenda and distribute material A quorum exists if at least one co-chair is in attendance and at least three voting members are present Total of seven voting members

  10. An advisory student referendum may be conducted by the University or ASI as determined by the President Provided minimum requirements of EO 1102 are met, elections are governed by the policies and guidelines of the organization conducting the referendum (University guidelines vs. ASI guidelines) University has delegated the supervision of the election process to the Vice President for Student Affairs VP for Student Affairs responsible for administrative oversight of elections

  11. Advise on Election Date Prepare objective statement including financial analysis (staff) Solicit & review Pro / Con statements for inclusion in voter pamphlet Advise on ballot language for Office of General Counsel (OGC) review and approval Issue voter pamphlet, ballot, and other information

  12. Quick Links on Cal Polys Current Students home page Fees and Payment Info Fee Policies Executive Orders, Policies Referenda, Alternative Consultation, Campus User & Penalty Fees CFAC Info Background, Minutes, Members Fee and Payment Schedules Current fee amounts, MCF, historical fee data

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