1. Cal Poly’s Campus Fee Advisory Committee An Overview: University Fees & the Campus Fee Advisory Committee (“CFAC”)

2. Overview Outline  Fees Definition & Authority Executive Order 1054 Classification  CFAC Purpose & mission Administration Referenda / Alternative Consultation Process

3. What do we mean by “fees”?  Payments due to the University by individual students, or on behalf of individual students.  Exclusive of refunds, vendor payments, interest earnings, royalties, and gifts.  Exclusive of non-student payments for rents, licenses, and leases.  Exclusive of campus recharge programs.

4. Flow of Authority

5. Flow of Authority (cont.)  Board of Trustees: Resolution and Rules State University Tuition Fee, Non-Resident Tuition, Graduate Professional fee, Application 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

6. Exec. Order No. 1054  Effective January 14, 2011  Maintains Campus Fee Advisory Committee  Change the terminology from “Fee” to “Tuition”  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  Maintains the five categories of Fees  Maintains the authority for the establishment and/or adjustment of certain fees depending on category  Continues reporting requirements for all student fees

7. 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. Undergraduate Tuition Fee (formerly State University Fee) Non-resident tuition Professional Program Fee Application 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

8. 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 Thesis binding Testing  Category V: Fees paid to self-support programs such as Parking, Housing, and Continuing Ed Housing License Parking permits Continuing Ed courses CSU On-line - New

9. 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 (excluding CSU On-line which is set by Chancellor) The Fee committee will be advised of such action.

10. 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

11. 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 1054 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

12. 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 OGC (Office of General Counsel) review and approval Issue voter pamphlet, ballot, and other information

13. 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