Tuition Waiver and Funding and Types of Services: Difference between pages

Revision as of 21:17, 15 December 2014

Policy 507.2

Introduction

Scope

Definitions

Policy and Procedure Statements

Services provided by the Physical Plant areas are classified into two categories:

Physical Plant Services

4.1.1 Direct funding is provided in the budget for the Physical Plant for routine maintenance and operation of University facilities and grounds. The funding provided for the Physical Plant is intended to maintain University facilities in the condition in which the facilities were originally provided.

Departmental Services

Any changes or services required or desired for University buildings which are not routine maintenance and operation of the building, must be funded by the department requesting the change or service.

Physical Plant departmental services are provided on the basis of actual cost charges only. Every effort is made to accomplish building alterations at as low a cost as possible. Outside contractors are used on a low bid basis whenever practical or when the Physical Plant personnel are unable to schedule or complete the work in the requested time frame.

Physical Plant Services

4.2.1.1 Basically, Physical Plant services are directly related to the operation of the overall campus facility. Examples of these include:

Maintenance services to structures, additions, and equipment which have been accepted as permanent parts of the campus. These are generally structures, additions, and equipment which, if vacated by present occupants would require no alterations or special refurnishing or remodeling for occupancy by some other University department.
Maintenance of walks, streets, and landscape.
Operation and maintenance of utilities which are not peculiar to departments or activities regarding special appropriations.
Custodial Services.

4.2.1.2 Areas not budgeted for Physical Plant services include:

Infirmary
Student Housing
Student Union
Bookstore
Food Services
New River Light & Power Co.
Camp Broadstone
Dark Sky Observatory
Center for Continuing Education Support
Federal Grants
Other self-supporting operations
Athletics
Appalachian State University Foundation

Departmental Services

4.2.2.1 These are services for which the Physical Plant does not receive a budget allocation and which must be paid for by the requesting department. This includes any change from the original construction plans. Examples of departmental service include:

Minor alterations to buildings or structures assigned to a department or activity, discretionary space modifications, or hook up of special equipment.
Replacement keys/re-keying, cylinder recombinations of room at department's request and safe combinations.
Replace or change name plates and activity specific signage (except ADA).
Carpet replacement (non-public areas).
Addition of special equipment such as laboratory equipment, Venetian blinds, special lighting, etc.
Repairs, routine and preventative maintenance and lighting of Auxiliary Supported Buildings.
Repair, removal or relocation work to office furniture, work stations or lounge/break area furniture.
Repair and maintenance of security systems, and specialized locks or door equipment.
Installation of power or other utilities for department owned/or leased equipment.
Painting at a time other than that specified in the regular maintenance painting cycle.
Repair work on special equipment which are departmental responsibilities. Examples include: computer terminals, window air conditioners, un-interruptible power systems, and ice machines.
Non routine cleaning and dusting services.
Special functions and non-university events (sports tournaments, etc.).
Wood floor refinishing.
Moving services.
Call backs for services that could wait till the next work day.

4.2.2.2 If a project requires the services of an outside designer (architect or engineer), the Physical Plant works with the requesting department in obtaining this service. It then continues to coordinate the project until it is completed and accepted by the University.

Billing for Departmental Charges

4.3.1 Copy of Intra Campus Invoice - Services performed as departmental services are invoiced on a monthly basis using the intra campus auxiliary billing system. The department receives a copy of the intra campus invoice. A copy is also sent to the Controller's Office where payment is made for all departments whose budgets are maintained by the Controller.

Additional References

Authority

Contact Information

Original Effective Date

Revision Dates

@@ Line 1: / Line 1: @@
-Policy 603.4
+Policy 507.2
+== Introduction ==
-== Purpose ==
-.1 The purpose of this policy is to outline potential tuition privileges for faculty and staff.
 == Scope ==
-:'''2.1''' This policy applies to full-time, permanent faculty, EHRA, SHRA, and ROTC employees on their first day of work who are regularly scheduled to work 30 hours or more each week, 9 months of the year or longer; meet normal work obligations and continue permanent employment status for the entire semester during which the course is taken; have been admitted to the UNC System school; have registered for course(s); and complete the full schedule of normal work obligations.
-:'''2.2''' It is also available to law enforcement officers with a probationary, time‐limited, or permanent appointment employed 20 or more hours per week on a continuing basis, regardless of eligibility for participation in either the North Carolina Teachers’ and State Employees’ Retirement System (TSERS) or the UNC Optional Retirement Program (ORP). Temporary staff, including student temporary staff, are not considered law enforcement officers for purposes of this regulation.
 == Definitions  ==
-=== Academic Year ===
-:The academic school year begins with the first day of the fall semester,
-includes the winter and spring semesters, and ends on the last day of the summer semester.
-=== Employing Institution ===
-:As the employer of record, App State is responsible for managing
-the tuition waiver application policy and process including verification of eligibility, obtaining
-the manager's approval, and tracking usage.
-=== Enrolling Institution ===
+== Policy and Procedure Statements  ==
-:Any one of the constituent institutions within the UNC System in
-which the employee is enrolled and receiving academic credit and to which tuition/fees would be
-paid if not covered under tuition/fee waiver. The enrolling institution is responsible for managing
-the student experience including enrollment, registration, degree requirements, student account
-activity, and the academic calendar (e.g. registration and drop/add deadlines) as well as enforcing
-the tuition waiver policies and processes for students therein.
-=== Eligible Employee ===
+Services provided by the [http://physicalplant.appstate.edu/ Physical Plant] areas are classified into two categories:
-:The Tuition Waiver Program is available to eligible students defined as:
-:# full-time, permanent faculty, EHRA, SHRA, and ROTC employees on their first day of work who are regularly scheduled to work 30 hours or more each week, 9 months of the year or longer;
-:# meet normal work obligations and continue permanent employment status for the entire semester during which the course is taken;
-:# have been admitted to the UNC-system school and registered for course(s); and
-:# complete the full schedule of normal work obligations.
-:# It is also available to law enforcement officers with a probationary, time‐limited, or permanent appointment employed 20 or more hours per week on a continuing basis, regardless of eligibility for participation in either the North Carolina Teachers’ and State Employees’ Retirement System (TSERS) or the UNC Optional Retirement Program (ORP). Temporary staff, including student temporary staff, are not considered law enforcement officers for purposes of this regulation.
-=== Employee/Student ===
+=== Physical Plant Services ===
-: The employee of the Employing Institution and the student of the Enrolling Institution is responsible for following the App State tuition waiver process and policies as well as finding and following the academic calendar and tuition waiver policies, processes, and procedures established by the enrolling institution.
-== Policy Statements ==
+.1.1 Direct funding is provided in the budget for the Physical Plant for routine maintenance and operation of University facilities and grounds. The funding provided for the Physical Plant is intended to maintain University facilities in the condition in which the facilities were originally provided.
-=== Generally ===
+=== Departmental Services ===
-Full-time, permanent faculty, EHRA, SHRA, and ROTC employees who are regularly scheduled to work 30 hours or more each week, 9 months of the year or longer, are eligible for a waiver of tuition and fees during periods of normal employment, on their first day of employment not to exceed three courses per Academic Year, provided that the courses do not interfere with normal employment obligations.
-=== Approval Requirements ===
+Any changes or services required or desired for University buildings which are not routine maintenance and operation of the building, must be funded by the department requesting the change or service.
-Course Approval under this University Policy shall require all of the following:
-# the applicant must meet Board of Governors employment and eligibility requirements,
-# the applicant must be academically eligible to enroll in the pertinent course and there must be space available in the course,
-# the applicant’s supervisor  must certify that such enrollment will not interfere with satisfactory performance of normal employment obligations, and
-# the applicant must continue their permanent employment status for the entire semester during which the course is taken, and is required to complete the full schedule of normal work obligations.  Upon termination or other changes in employment status, which would make the employee ineligible under this policy or the Board of Governor’s Policy or Regulations, the employee will be billed for the tuition and fees for the entire semester unless they have officially withdrawn from the class within the time frame designated by the University.
-:'''4.2.2''' While summer school courses for academic credit are eligible for tuition waiver at App State, no other for-credit or not-for-credit courses at App State that are receipt-supported are eligible for such waiver without the advance written approval of the Provost.
+Physical Plant departmental services are provided on the basis of actual cost charges only. Every effort is made to accomplish building alterations at as low a cost as possible. Outside contractors are used on a low bid basis whenever practical or when the Physical Plant personnel are unable to schedule or complete the work in the requested time frame.
-:'''4.2.3''' Managers are responsible for stewarding employee development and holding employees accountable for completing their required employment obligations. When an Employee/Student submits a Tuition Waiver application to their manager for review, the manager should respond in a timely manner (e.g. within 2 business days).  The manager should base their decision upon whether or not enrollment in the course will interfere with the satisfactory performance of the employee’s normal employment obligations. The table below provides guidance for the manager.
-::'''4.2.3.1''' Enrollment in courses by a campus law enforcement officer shall be subject to approval by the officer’s campus police chief or director of campus safety and security. Enrollment in courses by the campus police chief or director of campus safety and security is subject to approval by the chief’s or director’s immediate supervisor.
-{| border="1" style="border-collapse:collapse;"
+==== Physical Plant Services ====
-! style="width:50%" | Managers should APPROVE the Tuition Waiver application when...
-! Managers should DENY the Tuition Waiver application when...
-|-
-| the course meets DURING the employee’s regularly scheduled work hours, but their schedule CAN be adjusted to accommodate the course meeting times, and doing so will NOT adversely affect department operations.
-| he course meets DURING the employee’s regularly scheduled work hours, but their schedule CAN NOT be adjusted to accommodate the course meeting times because doing so WOULD adversely affect department operations.
-|-
-|the course meets ONLINE or OUTSIDE the employee’s regularly scheduled work hours.
-|&nbsp;
-|-
-|the manager will APPROVE other such requests for a tuition waiver for employees similarly situated, in accordance with the University’s non-discrimination policy.
-|the manager will DENY other such requests for a tuition waiver for employees similarly situated, in accordance with the University’s non-discrimination policy.
-|}
-=== Tuition and Fees Covered ===
+.2.1.1 Basically, Physical Plant services are directly related to the operation of the overall campus facility. Examples of these include:
-:The waiver of fees for an employee may be limited according to institutional policy determined by the board of trustees of each institution within the UNC System. The Enrolling Institution may adopt a policy that specifies under what circumstances, if any, the Employee/Student may receive a waiver of fees and a waiver for receipts‐supported courses. Therefore, the Employee/Student is advised to find and follow the academic calendar and tuition waiver policies, processes, and procedures established by the enrolling institution.
+#Maintenance services to structures, additions, and equipment which have been accepted as permanent parts of the campus. These are generally structures, additions, and equipment which, if vacated by present occupants would require no alterations or special refurnishing or remodeling for occupancy by some other University department.
+#Maintenance of walks, streets, and landscape.
+#Operation and maintenance of utilities which are not peculiar to departments or activities regarding special appropriations.
+#Custodial Services.
-:'''4.3.1''' Tuition Waiver covers the student fees required for the course(s) in which the employee has enrolled as well as the tuition charged for credit instruction, regardless of when the instruction occurs or by what means it is delivered.
+.2.1.2 Areas not budgeted for Physical Plant services include:
+#Infirmary
+#Student Housing
+#Student Union
+#Bookstore
+#Food Services
+#New River Light & Power Co.
+#Camp Broadstone
+#Dark Sky Observatory
+#Center for Continuing Education Support
+#Federal Grants
+#Other self-supporting operations
+#Athletics
+#Appalachian State University Foundation
-:'''4.3.2''' Because tuition and fees are waived, no money changes hands. As such, the Employee/Student using a tuition waiver has not made the financial contribution necessary to participate in receipt-supported student services and programs such as student health services, and campus fitness centers.
+==== Departmental Services ====
-:'''4.3.3''' The Employee/Student using Tuition Waiver must continue their employment status for the entire semester during which the course is taken and is required to complete the full schedule of normal work obligations. Upon termination or other changes in employment status, which would make the employee ineligible for the Tuition Waiver Program, the employee will be responsible for payment of all applicable tuition and fees for the entire semester. However, this payment requirement shall NOT apply to an employee who is eligible under this policy at the time of enrollment in a course when they officially drop or withdraw from the course within the time frame designated by the enrolling institution; are later reduced in force (SHRA), or separated for budgetary reasons (EHRA) prior to completion of the course. This exception does not apply to the end of a time‐limited or term position.
+.2.2.1 These are services for which the Physical Plant does not receive a budget allocation and which must be paid for by the requesting department. This includes any change from the original construction plans. Examples of departmental service include:
+#Minor alterations to buildings or structures assigned to a department or activity, discretionary space modifications, or hook up of special equipment.
+#Replacement keys/re-keying, cylinder recombinations of room at department's request and safe combinations.
+#Replace or change name plates and activity specific signage (except ADA).
+#Carpet replacement (non-public areas).
+#Addition of special equipment such as laboratory equipment, Venetian blinds, special lighting, etc.
+#Repairs, routine and preventative maintenance and lighting of Auxiliary Supported Buildings.
+#Repair, removal or relocation work to office furniture, work stations or lounge/break area furniture.
+#Repair and maintenance of security systems, and specialized locks or door equipment.
+#Installation of power or other utilities for department owned/or leased equipment.
+#Painting at a time other than that specified in the regular maintenance painting cycle.
+#Repair work on special equipment which are departmental responsibilities. Examples include: computer terminals, window air conditioners, un-interruptible power systems, and ice machines.
+#Non routine cleaning and dusting services.
+#Special functions and non-university events (sports tournaments, etc.).
+#Wood floor refinishing.
+#Moving services.
+#Call backs for services that could wait till the next work day.
-=== Usage ===
+.2.2.2 If a project requires the services of an outside designer (architect or engineer), the Physical Plant works with the requesting department in obtaining this service. It then continues to coordinate the project until it is completed and accepted by the University.
-:'''4.4.1''' Each institution within the UNC System is entitled to establish its own policy on tuition waiver usage by semester. Approved Tuition Waiver requests must be submitted no later than the Drop/Add deadline of the enrolling institution.
-:'''4.4.2''' When App State is the Enrolling Institution, no more than two of the three courses permitted each Academic Year may be taken during any single semester, and not more than one of the three courses may be taken during any single summer instructional period (first summer session, second summer session, and other periods of instruction falling between spring commencement and the first day of classes for the following fall semester).
+=== Billing for Departmental Charges ===
-:'''4.4.3''' Law enforcement officers employed at constituent institutions or affiliated entities, excluding student employees who are working as part‐time law enforcement officers, may enroll in an unlimited number of courses per academic year.
+.3.1 Copy of Intra Campus Invoice - Services performed as departmental services are invoiced on a monthly basis using the intra campus auxiliary billing system. The department receives a copy of the intra campus invoice. A copy is also sent to the Controller's Office where payment is made for all departments whose budgets are maintained by the Controller.
-=== Residency ===
+== Additional References ==
-:An employee of the UNC System who is a legal resident of North Carolina qualifies as a resident for tuition purposes irrespective of the length of legal residency in the state.
+*[http://physicalplant.appstate.edu/ Physical Plant]
+*[http://materials.appstate.edu/sites/materials.appstate.edu/files/Eqp_Disp.pdf Movable Equipment - Notice of Disposal or Change in Location]
-:Employees who do NOT live in North Carolina when their application for tuition waiver is approved, tuition will be waived at the out of state rate. If/when the employee’s residency does change to NC AFTER an approved tuition waiver is applied, employees must contact the Office of Student Accounts to discuss options.
+== Authority ==
-:Employees who DO live in North Carolina, in accordance with N.C.G.S. 116-143.1(m), permanent full-time employees of App State, as well as spouses and children of such, who are legal residents of NC qualify as residents for tuition purposes even if they have not maintained legal residency for the required 12 consecutive months prior to residence classification.
-=== Eligible Courses ===
+== Contact Information ==
-Any course, graduate certificate program, distance education, and extension program offered by an institution within the UNC System that earns academic credit is eligible for tuition waiver.
-NOT eligible - Continuing education workshops and seminars that provide continuing education units (CEU) are not eligible for tuition waiver.
-Courses registered for via [https://online.northcarolina.edu/ UNC Online] are not eligible for tuition waiver. (Please note, UNC Online is NOT the same as UNC Chapel Hill online courses, or online degree programs within the UNC System)
+== Original Effective Date ==
-=== Tax Implications ===
-:'''Undergraduate courses''' covered by tuition waiver are NOT taxed. Qualified tuition reduction is the amount of any reduction in tuition provided to an employee of an organization for education below the graduate level at a university.  Gross income shall not include any qualified tuition reduction in accordance with IRC §117.  Specifically, IRC §117(d)(2) states that any qualified tuition reduction provided to an employee of an educational institution for undergraduate courses is excludable from gross income.
-:'''Graduate courses''' covered by tuition waiver that are valued under $5,250 are NOT taxed. Under IRC §127(a), graduate level tuition waivers provided by a university to its employees are excludable from taxation in the amount up to $5,250 per calendar year if the tuition waivers are provided as part of an educational assistance program described in IRC §127(b). Under IRC §117(d)(5), in the case of graduate students who are engaged in teaching or research activities at the educational institution, tuition reduction for graduate level education is considered qualified tuition reduction.  This section applies only to teaching and research assistants who are graduate students and not faculty or staff engaged in research or teaching. Tuition waiver or reduction provided over $5,250 is considered a taxable fringe benefit for income tax purposes, unless the education is necessary for the employee to maintain or acquire skills necessary for current employment or the education meets an explicit requirement by the employer, law, or regulations and, therefore, would qualify as a deductible business expense under IRC §162 had the employee paid the tuition out of pocket.
-== Authority ==
-:[https://www.ncleg.gov/Laws/GeneralStatuteSections/Chapter116 North Carolina General Statute 116-143(d)]
+== Revision Dates ==
-:[https://www.northcarolina.edu/apps/policy/index.php?tab=policy The UNC System Policy Manual and Code, Chapter 1000.2 on Tuition Waivers]
-:[https://www.northcarolina.edu/apps/policy/index.php?pg=vs&id=483&added=1#policy-tab Administrative regulations (10002.2.1[R])]
 [[Category:Contents]]
-[[Category:Human Resources]]
+[[Category:Business Operations]]
-[[Category:Benefits]]
+[[Category:Facilities and Property Management]]