Fee Proposal Guidelines

Understanding Fee Types

As outlined in Executive Order (EO) 1102, the California State University Fee Policy defines fee into categories:

• Category I - Systemwide Mandatory Fees

  Systemwide mandatory tuition and other fees that must be paid to apply to, enroll in, or attend the university, or to pay the full cost of instruction required of some students by statute.

  Fee Category	I
  Fee Type	Systemwide Mandatory Fees
  Examples	Application fees, enrollment fees, tuition fees
  Authority	Board of Trustees
  Steps

• Category II - Campus Mandatory Fees

  Campus mandatory fees that must be paid to enroll in or attend the university.

  Fee Category	II
  Fee Type	*Campus Mandatory Fees
  Examples	University Union, ASI, IRA
  Authority	Chancellor establishes fees. Campus Level: President has oversight and may adjust or eliminate fees.
  Steps	Budget (provide support for financial statement information gathering) Fee Recommender develops and defines fee proposal Fee Recommender sends endorsement memo and supporting documents to Program Owner Program Owner reviews. If in support, sends endorsement memo to appropriate Divisional Vice President Divisional Vice President reviews. If in support, sends endorsement memo to University President. University President reviews and sends formal communication seeking CFAC recommendation also communicates with System Office CFAC will meet to discuss fee proposal and make recommendation regarding method for carrying out a plan for alternative consultation or fee referendum

  ^*This is a lengthy process which involves feedback from the campus community therefore may take an entire academic year to complete.
• Category III - Course Fees

  Fees associated with state-supported courses. Specifically, for materials and services used in concert with the basic foundation of an academic course offering.

  Fee Category	III
  Fee Type	Course Fees
  Examples	Materials and services related to State supported program courses
  Authority	Chancellor authorizes a dollar range for fees. $0-$150 Course fees $0-$3,000 Field trips Campus Level: Campus president approval in range, Chancellor’s Office for out-of-range
  Steps	Budget (provide support for financial statement information gathering) Fee Recommender develops and defines fee proposal Fee Recommender sends endorsement memo and supporting documents to Program Owner Program Owner reviews. If in support, sends endorsement memo to appropriate Divisional Vice President Divisional Vice President reviews. If in support, sends endorsement memo to University President University President reviews and sends formal communication seeking CFAC recommendation also communicates with System Office CFAC will meet to discuss fee proposal and make recommendation to the President

• Category IV - Fees Other than Category II/III

  Fees, other than Category II or III fees, paid to receive materials, services, or for the use of facilities provided by the university; and 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.

  Fee Category	IV
  Fee Type	Fees Other than Category II/III
  Examples	Late submission, graduation fees, transfer orientation
  Authority
  Steps	Senior Vice President for Adminstration & Finance review and recommendation to University President Presidential decision (approve/deny) Notification/advisory only to CFAC

• Category V - Self-Support Program

  Fees paid to self-support programs such as extended education, Cal State Online extended education offerings, parking and housing including materials and services fees, user fees, fines, and deposits. Self-support programs are defined as those not receiving state general fund appropriations; instead, fees are collected to pay the full cost of a program. Costs of self-support instructional programs include support and development of the academic quality of the university.

  Fee Category	V
  Fee Type	Self-Support Program
  Examples	Housing, Parking, Extended Education
  Authority
  Steps	Senior Vice President for Administration & Finance review and recommendation to University President Presidential decision (approve/deny) Notification/advisory only to CFAC

• Category VI - Systemwide voluntary fees.

  Fee Category	VI
  Fee Type	Systemwide Voluntary fees
  Examples	Statewide Student Involvement and Representation Fee (SIRF)
  Authority	Board of Trustees
  Steps

Preparing a Fee Proposal

All fee proposals are reviewed by the Senior Vice President for Administration & Finance/ CFO and the Associate Vice President for Financial Services. Category II fees will require activation of the Campus Fee Advisory Committee (CFAC) in order to make a recommendation to the campus President.

A fee proposal submission requires the following materials and completion of the CFAC Student Fee Proposal – Step I Form.

1. An Executive Summary that includes:
   1. Current fee(s) with definition/identity of the fee
   2. List of proposed fee(s)
   3. Brief narrative as to why the new/change in fee(s) is necessary
   4. References to any detailed, relevant, supporting materials included with the proposal
   5. Signature of the appropriate Division Vice President, plus any other signatures deemed applicable by the Division
2. Financial Statement that includes:
   1. Current fiscal year estimated revenues and expenditures (if applicable).
   2. Minimum of two fiscal years of projected revenue and expenditures for the fee supported activity.
   3. Number of persons served each year by category, i.e.: students, faculty, staff, and/or members of the general public (if applicable).
3. Estimated expenses to student participating/enrolling in course in addition to the fee proposal.
4. Supporting Materials:
   1. Footnote and/or other reference any attachments that support/justify fee proposal
   2. A list of all costs associated with course preparation (if applicable).