Summary: Course Materials and Services Fee requests are reviewed annually in February for implementation in the following academic year. All requests to establish, or adjust, a Course Materials and Services Fee must follow the steps below.

Topic Detail July to November: Departments develop proposal During July to November the department /school develops a Course Materials and Services Fee (CMSF) proposal by preparing: cost analysis (Attachment A) student input and results The proposal should adhere to appropriate policies, internal review, and student consultation. December: Directors/Deans approve proposals In December the relevant Director / Dean approves the proposal and forwards it to the Budget Office for review. January through February: Review of CMSF proposal From January through February, the Student Fee Advisory Committee reviews the CMSF proposal. The Committee forwards its recommendations to the Executive Vice Chancellor and Provost via the Budget Office. The Budget Office handles the CMSF proposal by: resolving any issues with the department completing the review and forwarding its recommendations to the Executive Vice Chancellor for approval. March to June: Publication of, and creation of accounting procedures for, the CMSF During March to June the Department/School receives final approval for CMSF from the Budget Office. It publishes the CMSF in the Schedule of Classes and in the General Catalogue. Together with the Budget Office, Accounting, and Financial Services, the department /school establishes the accounting procedures for the CMSF income and its: collection distribution and reconciliation September: Issue annual report By September of each year, Departments must provide the Budget Office with an annual year-end report on the prior year’s CMSF income and expense (Attachment B and Attachment C). Departments should fully and accurately document the cost of: supplies consumables support services associated with each course Departments must ensure that fee revenue is expended only for approved course materials.

Departments must apply a test of reasonableness for the fee and its purpose. Refer to Allowable Costs for CMSF.

Refer to the Overview of Course Material and Services Fees and Course Materials and Services Fee policy for additional information.

For more information about income and services refer to the Income and Cash Handling main menu.

Need an expert? Contact Karen Mizumoto, (949) 824-6629.

Notice: University policies, procedures and applicable collective bargaining agreements shall supersede information in this document or elsewhere on this site.

Author: N/A		Last published: N/A