Updated 6/2016
Category IV and V Fee Proposal Form
California State University Channel Islands
Fee Proposal for Presidential Review
Name of Proposed Fee:
Check Fee Category: (see Executive Order 1102)
Category IV: Non-coursework materials, services, penalty, use of service fees
Category V: Self Support Fees (Parking, Housing, Extended Education)
Submission Dates/Deadlines
September 1
st
for fees to be effective by spring
February 1
st
for fees to be effective by fall and summer
Proposals submitted after the submission deadline will be considered during the next FY.
(Note: For Category III (Course fees) requests please see theStudent Course Fee Request Business Process” and use the
request template and travel budget form if applicable.)
Proposed action effective (specify date): ______
Additional Comments:____________________________________________________________________
Establish a new fee/person of $
Change an existing fee. Current amount of the fee/person: $
CFS Fund: CFS Dept ID:
Increase the fee/person to $
Decrease the fee/person to $
Eliminate the fee
Update fee language, usage, materials, or services only (no change in fee amounts)
Requester: Department:
Contact #: Email Address:
Also please complete and submit the following completed forms:
Attachment 2 - Rationale for the Fee
Attachment 3 - Fee Revenue/Expense Projections (and updated Proforma if applicable)
Requestor Signature: Printed Name Date
Reviewed/Approved: I recommend approval of the proposed fee action.
AVP Signature:
Printed Name
Date
Provost/Vice President Signature:
Printed Name Date
Please submit the original signed cover page and attached pages to:
Budget & Planning Office, Lindero Hall
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Fee Proposal for Presidential ReviewAttachment 2
Rationale for the Fee
Name of Proposed Fee:
Department Name: Proposed Fee Amount:
Please respond to the following or include responses to the following in a separate written
proposal.
1. Purpose of the fee(s)
2. Indicate who will be charged this fee
3. If multiple related fees under the same category, list types and amounts. (Separate
attachment(s) can be provided.)
4. Fee information:
a. Describe the services or materials to be provided from the fee(s). List in detail.
b. What types of expenditures will be allowed for the fee(s)? List in detail.
c. What other resources have been used in the past/considered to cover these
services/materials?
d. What’s the benefit to the individuals receiving these materials/services?
Updated 8/2015
Updated 6/2016
Fee Proposal for Presidential Review - Attachment 3
Fee Revenue/Expense Projection (and updated Proforma if applicable)
Name of Proposed Fee:
Department Name: Proposed Fee Amount:
FEE BUDGET - CURRENT FISCAL YEAR
SOURCES OF FUNDS (Revenue) (if applicable, current fee level: $ )
Amounts ($)
Project Beginning Balance
Revenue from Students
Revenue from Outside Entities
Other, Please Specify:
TOTAL PROJECTED SOURCES OF FUNDS (include Projected Beginning Fund Balance)
USE OF FUNDS (Expense)
Personal Services
Operating Expense
Equipment and Travel
Financial Services
Other Fee, Please Specify:
TOTAL PROJECTED USES OF FUNDS
PROJECTED FUND BALANCE AT FISCAL YEAR END
APPROVAL SIGNATURES
Division of Business & Financial Affairs Use Only:
AVP Budget & Planning Signature Printed Name Date
Vice President Signature Printed Name Date
Office of the President Use Only:
President Signature Printed Name Date
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signature
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signature
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click to sign
signature
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