Budget Office

Authority, Process and Accountability

CATEGORY I | CATEGORY II | CATEGORY III | CATEGORY IV | CATEGORY V

Index of Fees (.pdf) - Examples by Category

CATEGORY I

Category I fees are mandatory fees, are charged at the same rate and for the same purpose at all campuses, and are controlled by the Board of Trustees.

Reference: Education Code §89700, §89705; Title 5 - Chapter 1, Subchapter 5, Articles 3 & 4.

The fees listed are not meant to be an all inclusive list of fees charged on campuses.

FEE USE OF FEE OBJECT CODE CSU FUND
TUITION FEE Used to support basic instruction and other mandatory university costs.  Includes Undergraduate, Graduate, Post-Bac, Credential and the Education Doctorate 501001 485
NON-RESIDENT TUITION FEE Charged to non-resident students, to cover the full cost of education.  No state support is provided for non-resident students 501002 485
APPLICATION FEE Charged when a student applies, to fund the cost of the application review and acceptance process 501004 485
PROFESSIONAL PROGRAM FEE Charged only to students enrolled in specific Graduate Professional Business programs  501201 485

Definition
Systemwide mandatory 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.

Authority
The Board of Trustees provides policy guidance for all matters pertaining to student fees and has authority for the establishment, oversight and adjustment of Category I fees. The Chancellor and Presidents cannot establish or adjust Category I fees, unless specific delegation is given by the Board.

Process
The addition of Category I fees, or adjustment of existing Category I fees can happen only after approval by the board of trustees. An agenda item is presented to the Committee on Finance for discussion and a vote. After the committee on finance votes, that recommendation is presented to the full board for their approval. Category I fees are applied the same way at all campuses.

CATEGORY II Top ^

Category II fees are Campus-based mandatory fees required for enrollment, under the authority of the President once established by the Chancellor.

References: Education Code §89300, §89230, §89721, §89304; Title 5 - Chapter 1, Subchapter 5, Article 3.

The fees listed are not meant to be an all inclusive list of fees charged on campuses.

FEE USE OF FEE OBJECT CODE CSU FUND
HEALTH FACILITIES FEE Charged to support a health center facility 504007 452
HEALTH SERVICES FEE - (Except CSU Monterey Bay & Maritime Academy) Charged to all students, to make a basic concert of campus based health services available 501005 485
ASSOCIATED STUDENT BODY FEE Ed Code 89300 - collected for and controlled by the ASI 501101 461
UNIVERSITY UNION FEE Fee paid to help support the university union facility. 504008 534
MATERIALS SERVICES AND FACILITIES FEE (when mandatory) Mandatory fee that covers various services, facilities or materials made available to all students as a part of the overall university experience  501111 485
INSTRUCTIONALLY RELATED ACTIVITIES FEE Ed Code 89721 - for Instructionally related activities as authorized by the trustees 501102 463
ORIENTATION FEE (if mandatory) Charged when a student first enrolls, and is mandatory for registration.  501111 485
ANY OTHER MANDATORY FEE (athletics, recreation, transit etc.) Any other mandatory fee required to enroll or attend the university. 501111 485

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

Authority
The chancellor is delegated authority for the establishment, oversight and adjustment of Category II fees.

The president is delegated authority for the oversight and adjustment of Category II fees. The president is not delegated authority to establish Category II fees.

Process
The president is responsible for assuring that appropriate and meaningful consultation occurs prior to adjusting any fee and before requesting that the chancellor establish a new Category II or Category III fee.

Appropriate and meaningful consultation with campus constituencies regarding Category II fees and the use of fee revenue is critical to assure that the delegated authority is exercised in a manner that is consistent with policies adopted by the board.

An advisory student referendum is the preferred method of measuring student support prior to adjusting a Category II fee or requesting the chancellor to establish a new Category II fee but is subject to the exception described in B-2. The referendum may be conducted by the campus or the student body association.

If it is determined that a referendum is not the best mechanism for appropriate and meaningful consultation, and is not required by Education Code, an alternative consultation process may be utilized.

For detail on student referendum, and alternative consultation, refer to EO 1054.

CATEGORY III Top ^

Category III includes only miscellaneous course fees for state-support instruction.

Reference: Education Code §89721.

The fees listed are not meant to be an all inclusive list of fees charged on campuses.

FEE USE OF FEE OBJECT CODE CSU FUND
REGULAR COURSE FEES
< $150
Charged to provide consumable materials or services to students that supplement the basic curriculum (approved by EO 1034) 501110 485
REGULAR COURSE FEES
> $150
Requires approval from the Chancellor after justification for the higher fee is found necessary for the learning objectives of the class 501110 485
FIELD TRIP COURSE FEES
< $3,000
Charged when basic field trips or travel are necessary (approved by EO 1034) 501110 485
FIELD TRIP COURSE FEES
> $3,000
Requires approval from the Chancellor after justification for the higher fee is found necessary for the learning objectives of the class 501110 485

Definition
Fees associated with state-supported courses. Specifically for materials and services used in concert with the basic foundation of an academic course offering. Also referred to as Miscellaneous Course Fees.

Authority
The chancellor is delegated authority for the establishment, oversight and adjustment of Category III fees.

The president is delegated authority for the oversight and adjustment of III fees. The president is not delegated authority to establish all Category III fees, however, the president does have authority to establish Category III fees within a range pre-established by the chancellor. EO 1054, Attachments.

Process
Attachment 3 of EO 1054 allows campus presidents to establish and adjust Category III Miscellaneous Course Fees within two ranges: Up to $150 for traditional classroom instruction, and up to $3000 for courses that require field trips or travel off campus. The president is responsible for assuring that appropriate and meaningful consultation occurs prior to establishing any fee within these ranges adjusting any fee and must consult with the campus fee advisory committee prior to establishing or adjusting fees.

CATEGORY IV Top ^

Category IV fees are fees for services, use of facilities, or fines, that are collected and managed through state-supported operations.

Reference: Education Code §89721.

The fees listed are not meant to be an all inclusive list of fees charged on campuses.

FEE USE OF FEE OBJECT CODE CSU FUND
CATEGORY IV FEES - CSU Fund 485 Only
ALCOHOL & SUBSTANCE ABUSE FEE Charged to students required to take alcohol and substance abuse seminars or workshops 501112 485
ALUMNI PLACEMENT FEE Used as part of university alumni programs 501112 485
AUGMENTED HEALTH SERVICES FEE Charges for specific tests  / services / prescriptions above what is covered by the mandatory health services fee. 501112 485
CAMPUS GENERAL CATALOG FEE Charge for providing the campus catalog 501112 485
CAMPUS POLICE REPORT FEE Charged when a police report is filed  501112 485
CHECK RETURN FEE Fine charged if a check is returned for non-sufficient funds 501112 485
CREDENTIAL EVALUATION Used primarily by education schools to evaluate credential candidates 501112 485
CREDIT CARD TRANSACTION DISHONORED VOUCHER FEE Fine for non-sufficient funds when using a credit card 501112 485
DIPLOMA FEE Charge for printing/providing a diploma upon graduation 501112 485
ENROLLMENT CONFIRMATION DEPOSIT Used to hold a spot in an incoming freshman or transfer class, non-refundable deposit which will be applied toward first quarter/semester SUF when the student enrolls 501112 485
FAILURE TO MEET ADMINISTRATIVELY REQUIRED APPOINTMENT OR TIME LIMIT FEE Fine for missing a university appointment or deadline - charged by various departments on campus (counseling center, career center, health center etc.).  501112 485
FINGERPRINTING Charged to administer livescan or other fingerprinting process on campus 501112 485
GRADUATION OR COMMENCEMENT FEE Charged to offset the costs of graduation and commencement 501112 485
ID CARD FEE University One card fee - if not mandatory 501112 485
ID CARD FINE Replacement fees/fines for university one card 501112 485
INSTALLMENT FEE Charged when an installment payment plan is agreed to between a student and the university 501112 485
INTERNATIONAL PROGRAM/STUDY ABROAD Charged for non-course related international programs, or study abroad opportunities 501112 485
ITEM LOST OR BROKEN FEE Charged for any number of items rented from the university; laptops, lockers, keys etc.  501112 485
LATE FEE Used for late payments in various departments on campus, library, registrar, etc. 501112 485
LIBRARY FEES/FINES Charged for various fines, or fees associated with regular library use, or overdue charges 501112 485
LOCK AND LOCKER FEE Charged for use of locks or lockers in university buildings, recreation centers etc. 501112 485
MATERIAL SERVICES & FACILITIES FEE (NON-MANDATORY) Any fee for use of materials, services or facilities on campus that is not considered a mandatory fee to enroll.  Specific names can be used - though they may still fall into this category       501112 485
MUSICAL INSTRUMENT AND AUDIO VISUAL EQUIPMENT FEE For rental and use of university owned instruments or other equipment 501112 485
ORIENTATION FEE (NON-MANDATORY) Charged for participation in orientation programs that are not required for enrollment (if required, category II). 501112 485
REFUND ADMINISTRATIVE CHARGE FEE Charged when a refund must be processed 501112 485
SPECIAL EXAMINATION FEE Charged to administer special exams, such as placement or progress exams, or assessments for various campus programs.  Not linked with a course 501112 485
SPECIAL TEST MATERIAL FEE Charged when special materials are required for exams outside of regular course offerings.  501112 485
STUDENT PROFESSIONAL LIABILITY INSURANCE Can be charged in conjunction with a course offering Service Learning or other insurance needs.  Often charged as a course fee, but can be category IV as well.  501112 485
THESIS BINDING FEE Charged for thesis binding - sometimes required of specific programs.  501112 485
TRANSCRIPT OR RECORD FEE Fees charged for the printing, mailing or expediting of transcripts  501112 485
WITHDRAWL FEE Charged when a student withdrawals from a course during the withdrawal period at the beginning of a semester/quarter 501112 485

Definition
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.

Authority
The president is delegated authority for the establishment, oversight and adjustment of Category IV fees.

Process
A university department needing to charge a Category IV fee, or have an existing fee adjusted, will present a proposal to the president that includes the revenue and expenditure plan, and the reasons the fee or fine is necessary. The president can then approve the fee, or make the needed adjustment. The president will then notify the campus fee advisory committee. The fee advisory committee may be consulted prior to making a decision, but the consultation is not required.

CATEGORY V Top ^

Category V fees are any fees charged by self-support operations on campus including parking, housing or extended education.

Reference: Education Code §89701, §89701.5, §89703, §89704; Title 5 - Chapter 1, Subchapter 5, Articles 5 & 6.

The fees listed are not meant to be an all inclusive list of fees charged on campuses.

FEE USE OF FEE OBJECT CODE CSU FUND
PARKING FEES/FINES Fees charged for various parking plans, and fines for parking violations 504003-006 471-474
These object codes can be used in Parking funds to record installment charges, campus collection cost, revenue from Late charge.  580006
580008
580009
HOUSING FEES/FINES Fees charged in association with Housing programs 504001-002 531-533
These object codes can be used in Housing funds to record installment charges, campus collection cost, revenue from Late charge.  580006
580008
580009
CONTINUING/ EXTENTED EDUCATION FEES/FINES All fees for Extended Ed Courses, Special Session Program and  other extension programs               50210X,
50220X
441-443
Continuing Education - Fees and Fines (new - 2011) 502304

Definition
Fees paid to self-support programs such as Extended Education, Parking and Housing including materials and services fees, user fees, fines, deposits.

Authority
The president is delegated authority for the establishment, oversight and adjustment of Category V fees.

Process
A university department needing to charge a Category V fee, or have an existing fee adjusted, will present a proposal to the president that includes the revenue and expenditure plan, and the reasons the fee or fine is necessary. The president can then approve the fee, or make the needed adjustment. The president will then notify the campus fee advisory committee.

Student Fees & Fines (CSU Funds 461, 463, 464 only)

Fines and fees received and deposited for expenses in CSU funds 461 (Monterey Bay and Maritime Academy only), 463, and 464.

The fees listed are not meant to be an all inclusive list of fees charged on campuses.

FEE USE OF FEE OBJECT CODE CSU FUND
STUDENT FEES AND FINES IN CSU FUNDS 461 (Associated Student Body Trust - to be used by Monterey Bay and Maritime Academy only), 463 (Instructionally Related Activities Trust), AND 464 (International Program Trust) ONLY Fines and fees received and deposited for expenses in CSU funds as listed (new - 2011). 501301 461, 463, 464