REGENTS TASK FORCE ON STUDENT FEES
Alex Capdeville, UM Helena COT
Jeremy Fritz, Board of Regents
Karl Ulrich, Western Montana College UM
Laurie Neils, CHE
Lee Peters, MSU Billings
Marlene McMillan, Montana Tech UM
Rosi Keller, UM-Missoula
PURPOSE FOR CHANGING THE STATUS QUO:
¨ Truth in Advertising (letting students know up-front how much it will cost them to attend each campus);
¨ Clarity and simplicity of tuition and fee payment;
¨ Showing the costs of instruction where they belong – in the current unrestricted operating fund;
¨ Better Regental control and accountability for fees charged to students;
¨ Better definition of what tuition and state support cover and what is separately assessed as course fees.
CAUSES FOR THE PROLIFERATION OF COURSE FEES:
¨ The campuses and their instructional departments desire to provide a quality educational experience for students;
¨ The level of state support- only a 10% increase over a ten-year period;
(Chart 2, Chart 3)
¨ An increase in the operating expenses of instructional departments without an increase in budget; (Chart 4)
¨ The desire for a flexible funding source for operating expenses, which would continue from year-to-year.
TUITION AND MANDATORY FEES SHOULD INCLUDE:
¨ Faculty salaries (including teaching assistants);
¨ All expenditures related to providing instruction, including guest speakers, tutors, and related travel and operating expenses;
¨ Equipment (including but not limited to computers, scientific equipment, furniture);
¨ Repair and maintenance of equipment;
¨ Software including desk top applications (but excluding software students purchase individually and retain);
¨ General, nonspecialized supplies (including but not limited to paper, pencils, markers);
¨ General, nonspecialized operating expenses (including but not limited to printing of class syllabi and tests).
COURSE/LABORATORY FEES MAY INCLUDE:
¨ Specialized activities or equipment fees, where payment is made to entities generally conducting these types of businesses (such as downhill skiing, bowling, etc.);
¨ Field trips;
¨ Pass-through fees (such as Red Cross Certifications, Nursing Liability Insurance);
¨ Laboratory consumables, excluding computer supplies and paper products;
¨ Materials used by students to create a product that becomes the students’ property after use in a specific course.
¨ Two-year programs may assess the equivalent of course fees as “Program Fees” that are assessed on all students enrolled in a given program.
¨ A biennial internal audit of course fees, program fees, and mandatory student fees will be conducted by each University and forwarded to the Commissioner of Higher Education and the Board of Regents;
¨ Each campus will establish a review structure, including representatives from student government and instructional programs, to review new or changed course fees. This review will be forwarded to the CEO of each campus.
1. Change the name of “incidental fee” to “tuition.” This change is important from the aspect of “truth in advertising.”
2. Course fees will be limited to the specific types defined above.
3. Establish the review/audit procedure identified above.
4. Increase tuition revenue to replace lost course fee revenues as a result of the new definitions. These tuition revenues should be earmarked for the operating budget base of the instructional departments impacted by the lost course fee revenues.
5. Collapse the campus bill statements to students to reflect:
a) Total tuition;
b) Total mandatory fees;
c) Itemized other fees.
Although the Regents expressed the desire to see mandatory tuition and fees collapsed into one amount, many of the mandatory fees have been pledged to bond indentures so must be separately maintained. Many mandatory fees also have specific use and policies that govern the assessment and use. The Task Force recommends the current matrix remain in place for the Inventory of Fees.
6. Change format of annual Inventory and Validation of Fees:
a) Maintain tuition and mandatory fee matrices;
b) Categorize and group “Miscellaneous Fees” so that all the course fees are listed and other similar purposed fees are listed proximately;
c) Post schedules to the Regents Home Page on the Web.
7. Campuses must make a good faith effort to communicate their course fees to students. Examples include:
a) Identifying course fees on the Course Schedules;
b) Identifying an average amount students should expect to pay for course fees, by program, in the Campus Catalogs;
c) Posting information related to course fees on the Campus Financial Aid Home Pages.
8. Expand the Computer Fee and Equipment Fee Policies to allow expenditures for operations and maintenance. Increase the Computer or Equipment Fees to replace lost revenues from course fees where appropriate. (see attachment)
Implement changes effective Academic Year 2002.
Put a moratorium in effect for Academic Year 2001 on new course fees or increases in the dollar amount of course fees, unless they meet the definitions contained in this report.
The reasons for the Academic Year 2002 implementation are:
¨ The campuses will have sufficient time and therefore be better able to analyze how the course fees currently assessed and the revenue currently generated will be impacted by the changes in definition. By November 2000, the campuses will bring their preliminary plans to the Board for FY2002 course fees, tuition increases, and other mandatory fee increases resulting from their analysis;
¨ Allow the time necessary to make the programmatic changes to revise course fees and changes to the bill statements. The people who will have to make these changes are currently overwhelmed with the Banner implementation;
¨ Provide the campuses the time needed to plan for and implement the Task Force recommendations.
MONTANA BOARD OF REGENTS OF HIGHER EDUCATION
Policy and Procedures Manual
PAGE: 940.23 (1 of 1)
SUBJECT: FINANCIAL AFFAIRS Effective: November 18, 1999
Section: 940.23 Computer Fee; Montana Issued: December 10, 1999
1. Each student enrolled in the regular instructional program (including summer session) at a campus of the Montana University System may be assessed a per semester credit hour computer fee consistent with the number of credits assessed for registration and incidental fees. The amount of the fee must be approved by the Board of Regents as part of the annual inventory of fees for each campus.
2. The computer fee shall be deposited in a separate Plant Fund account and may be expended in accordance with the following procedures.
1. Expenditures shall be made for the purchase or lease of computer equipment, software, operations, maintenance or related items which will benefit the instructional program. Expenditures may not be made for recurring personal services.
2. A president or chancellor may authorize expenditures from such funds up to $10,000.
3. Expenditures between $10,000 and $25,000 may be authorized by the president or chancellor with the approval of the Commissioner of Higher Education.
4. Expenditures over $25,000 shall be approved by the Board of Regents.
5. 10% of all collections shall be reserved on campus for system‑wide projects for the benefit of all campuses; provided, however, that these reserved funds may be utilized for campus or unit projects with the approval of the Commissioner of Higher Education. The funds may be released by the Commissioner to the individual campuses upon yearly review.
6. Each president or chancellor shall establish procedures which include a computer fee advisory committee made up of a minimum of 50% students to provide for student advice in the use of these funds.
7. A report on the use of the computer fee shall be submitted annually to the Board of Regents.
Item 39‑001‑R0683, Computer Fee, Montana University System, July 29, 1983 as amended May 3, 1985, June 21, 1991, March 28, 1996, May 22, 1997, and November 18, 1999 (Item 104-103-R0999).