Student fees for summer instruction

Fee Policies Related to Expanded Summer Instruction
Applicability of These Policies
Overall Fee Policy
Transition Period
Decisions Made at the Campus Level
Student Fees - Detail

Fee Policies Related to Expanded Summer Instruction
Summer fee policies were sent by President Atkinson to the Chancellors November 22, 2000, replacing that portion of the 1975 "Guidelines Governing Summer Session Operations" that applies to setting summer session fees for UC matriculated students.

Applicability of These Policies
The policies stated in this document apply only to fees charged in general campus programs. There will be no change to current practice for programs in the health sciences.

These policies, both transitional and long-term, will apply only to fees charged to UC students. Campuses may continue to set fees for non-UC students as they have in the past, consistent with the 1975 Guidelines Governing Summer Session Operations (policy to be updated) (http://www.ucop.edu/ucophome/coordrev/da/da0499att.html).

Due to the longer-than-anticipated time before all campuses were fully State-funded, the transition period referenced in the letter has been extended.

Overall Fee Policy
In the context of State-funded summer instruction, the following overall fee policies are to be implemented:

  • Student fees for summer instruction are to be the same in structure as those charged during the regular academic year, although they are to be charged on a per-unit basis. Examples of how summer instruction fees are calculated are described in the President's November 2000 letter. Examples of specific types of fees, fee levels, exemptions and waivers, fees for specific populations, and the refund policy are described below.
  • Campuses are to provide summer financial aid in the amount equivalent to 26 percent of the revenue from mandatory summer fees for undergraduates and 45 percent for graduate students (fees equivalent to the Educational Fee and the University Registration Fee) paid by UC students. Changes to the amount to be used for financial aid will be announced by the UC Office of the President Budget Office.

Transition Period
A transition period will be in effect as the University gains experience with full State funding of summer instruction, during which time summer fees can be treated flexibly in order to encourage students to attend during the summer and enable campuses to develop an appropriate level of student services

Summer fee levels during the transition period

Campuses may not charge summer fees that exceed an amount equivalent to a per-unit fee level comparable to that charged during the regular academic year, but as an incentive to encourage summer enrollment, campuses may, on a temporary basis, charge fees lower than the appropriate per-unit fee level.

If a campus chooses to reduce summer fees as an incentive, it should simply charge the fee at the reduced level rather than charging the full fee and then waiving a portion. Ordinarily, the waived amount would have to be funded from other sources. Any loss of revenue experienced by the campus as a result of the reduced fees will not be replaced by other fund sources.

Campuses will charge a consolidated summer fee rather than separate Educational and University Registration Fees to allow flexibility in the uses of student fee revenue. Chancellors will be responsible for determining the nature and level of student services necessary for summer operations. Campuses will retain the revenues and report them to the UC Office of the President as information to be incorporated into the annual budget allocation processes.

Transition period reporting and evaluation

Campuses will report annually on their transition-period strategies for expanding summer enrollment including information on the academic programs offered, the number and academic rank of faculty teaching during the summer, the fee strategies employed, and the amount of foregone revenue due to implementation of incentives.

The University will periodically evaluate these transitional strategies to determine when the full fee policy may be implemented.

Decisions Made at the Campus Level

Campuses determine fee levels for specific categories of UC students, so long as they do not exceed the fee levels charged in the regular academic year (on a per-unit basis). Campuses also determine the fee levels for non-UC students.

Campuses decide whether to offer discounts to the mandatory summer per-unit fee levels, and if so, under what circumstances (which students, for what period of time).

Campuses decide whether to charge the following fees, and if so, at what amount and to which students:
Application fees; transcript fees; course materials fees; mandatory campus-based fees (e.g., summer registration fee in lieu of charging prorated campus-based fees [including debt-financed facility fees] but not in lieu of the University Registration Fee); travel-study fees.

Campuses revise summer billing systems so that students are paying the correct fees depending on their UC-enrollment status (e.g., undergraduate or graduate, UC or non-UC) and California residency status.

Campuses determine when fees are due so that fee payments can be coordinated with financial aid disbursements.

Campuses determine the appropriate student services to be provided during the summer, particularly those typically funded by the Registration Fee. It is expected that students will be included in the process of considering what those services should be, in anticipation of the Registration Fee being a separate mandatory fee.

Campuses have discretion for allocation and uses of summer student fee income (with the exception of the requirements for financial aid).

Student Fees - Detail, Draft (August 2006)

Specific Fees
Fee Levels, Waivers, and Exemptions
Fees for Specific Categories of Students
Refund Policy

Specific Fees

Per-unit fees: Educational Fee and Registration Fee
Per-unit fees: Nonresident tuition
Application fee for summer enrollment
Course materials fees for summer courses
Applicability to summer of the intersegmental enrollment fee
Mandatory campus-based fees
Mandatory student health insurance fees
Travel-study fees
EAP fees

Per-unit fees: Educational Fee and Registration Fee
Fees for UC students are charged on a per-unit basis in the summer, according to the following schedule:

Until further notice, the Educational and Registration fees are combined.

Per-unit fees: Nonresident tuition
The long-term fee policy expects that students will pay nonresident tuition for summer courses, on a per-unit basis. However, until further notice, campuses have the option of not charging students nonresident tuition for summer courses.

Application fee for summer enrollment
UC students enrolling in summer session at their home campuses will not be charged an application fee.

UC students enrolling at a UC campus other than their home campus may be charged a modest fee by the host campus to cover the administrative costs of admission and registration. Students will continue to pay the transcript fee for subsequent transfer of credit to their home campus.

At the campus's option, an application fee may be charged to non-UC students.

Course materials fees for summer courses
Chancellors have been delegated authority for establishing course materials fees and such fees can be established at the discretion of a Chancellor within the University's Guidelines for Implementing Course Materials Fees issued May 13, 1996.

Applicability to summer of the intersegmental enrollment fee
California law specifies the conditions under which a student enrolled at a California public institution of higher education may concurrently enroll in one course at another such institution without formal admission and, except for payment of an administrative fee ($18 as of September 2004), without payment of additional fees.

Participants in this program are eligible to enroll concurrently in courses carrying UC credit. Participants are limited to enrollment in one course and have to meet the same conditions of eligibility as required in the current program for the regular academic year (i.e., enrolled in one segment at least half time). Participants in the program are not eligible to enroll in summer courses that do not carry UC credit.

Mandatory campus-based fees
It is anticipated that each campus will examine the programs and services that are funded from campus-based fees to determine those that are essential to the operations of summer session or are in high demand during the summer. Each campus should determine whether services not now provided are needed during the summer and whether additional fee revenue from the campus-based fees is needed to support those services. If additional services or programs are necessary, the campus should calculate an appropriate prorated fee level to be charged during the summer term. Depending on the original Regental actions for these fees, campuses may need to seek approval to charge prorated campus-based fees.

Currently, some campuses charge a summer session registration fee. This fee should not be confused with the University Registration Fee. Campuses may choose to continue to collect a summer registration fee in lieu of charging prorated campus-based fees (including debt-financed facility fees), but not in lieu of the portion of the consolidated fee that is equivalent to the University Registration Fee.

Mandatory student health insurance fees
Campuses must ensure that students, whether continuing students or pre-matriculants, meet The Regents requirement that students demonstrate adequate health insurance during the summer as well as during the academic year, regardless of how the fees are assessed to the students. Currently, the campuses assess students for 12 months of health insurance coverage using the campuses' existing term billing structure. For example, the Berkeley campus includes one-half of the student health insurance fee in the fall fee bill and the remaining half in the spring fee bill. Campus billing practices should be reviewed and new procedures developed as needed to ensure that students enrolled during the summer have the required insurance.

Travel-study fees (text tbd)

EAP fees (text tbd)

Fee levels, waivers, and exemptions

Maximum per-unit fee level
Campuses may not charge summer fees that exceed an amount equivalent to a per-unit fee level comparable to that charged during the regular academic year, but as an incentive to encourage summer enrollment, campuses may, on a temporary basis, charge fees lower than the appropriate per-unit fee level.

If a campus chooses to reduce summer fees as an incentive, it should simply charge the fee at the reduced level rather than charging the full fee and then waiving a portion. Ordinarily the waived amount would have to be funded from other sources. Any loss of revenue experienced by the campus as a result of the reduced fees will not be replaced by other fund sources.

Maximum fees that can be charged
The fee structure for summer will be capped at 12 units for graduate students and 15 units for undergraduates, as it is during the regular academic year, with the maximum dollar amount that may be assessed equal to the amount chargeable the following fall term.

Capping fees and other fee incentives
During the transition period, campuses may employ fee incentives to encourage enrollment. Examples of permitted incentives include capping fees after a student enrolls in a specified number of units (e.g., students are not charged for more than 8 units); not charging nonresident tuition; charging less than the full per-unit fee.

Existing fee waiver and exemption programs
Existing student fee waiver or exemption programs adopted by The Regents will apply to the summer term as they do to the regular academic year. Examples of such programs include the Cal-Vet Fee Exemption program and fee reductions provided to eligible employees and annuitants.

Fees for specific categories of students

UC students
Students who enroll prior to matriculation
Dismissed UC students
Continuing and returning students
Fees for TAs
Summer Bridge students
Fees for UC employees
Summer fees for non-UC students

UC students

Students who enroll prior to matriculation
Students admitted for the fall to a UC campus are considered UC students for the purpose of paying summer fees provided they have submitted a Statement of Intent to Register (SIR) or equivalent for graduate students. This policy applies whether the student enrolls for summer courses at the campus to which he or she has been admitted, or at another UC campus. Campuses may ask students for a copy of the SIR in order to confirm their UC student status for summer enrollment and fee purposes.

Dismissed UC students
Students who were dismissed from UC are not considered UC students for the purpose of paying summer fees. However, in keeping with the summer fee policy for non-UC students, campuses may decide to set fees at a level that encourages these students to enroll in summer coursework as a way to become readmitted.

Continuing and returning students
Continuing students are defined as students who are considered as bona fide UC students by their home campus. Returning students are those who have been formally readmitted for the fall. If a former student has not been readmitted at the time of paying fees for enrolling in summer courses, that student is considered a non-UC student.

Fees for TAs
The policy currently in effect for summer is that TAs do not have to register and enroll in order to be appointed. See Student Academic Appointees, including Teaching Assistants.

Summer Bridge students
Students enrolled in campus Summer Bridge programs are not enrolled in UC courses, and are therefore not subject to fees, either as UC or non-UC students.

Summer fees for UC employees
UC employees enrolled in regular academic programs and taking advantage of the Policy On ReducedFee Enrollment For University Employees are eligible for reduced fees as provided for in the policy for summer courses.

Employees who enroll in summer courses on their own (not as matriculated UC students) do so as non-UC students. Campuses determine the fee level for these non-matriculants, which may be different from the fee level charged to other non-UC students.

Summer fees for non-UC students
Non-UC students are not subsidized by the State for summer instruction; however, they may enroll in summer session courses at fee levels set by campuses to cover the full cost of instruction and associated services.

Refund Policy

University Student Refund Policy