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Educational Services Fee and Graduate Fee Guidelines-Academic Affairs


PASSHE Board of Governors POLICY 1989-05-A: STUDENT FEES outlines the various charges that may be assessed by institutions, including tuition, instructional fees, user fees, and activity fees.

The Instructional Fee policy governs the mandatory Educational Services Fee (ESF) at IUP, which is different from fees for optional, individual, or one-time services. “Instructional Fees may be used to support general instructional operations and academic facilities needs. These fees may be used to cover unusual costs of certain special programs and/or operational and equipment needs such as music lessons or instruments, practica, instructional equipment, international exchange participation, required tests and examinations, laboratory, instruction beyond baccalaureate degree work, or related activities.” (The Technology Fee falls under the separate POLICY 1999-02-A: TUITION.)

The Board of Governors policy stipulates that Instructional Fees be indexed to tuition and may not exceed 10 percent for undergraduates, 15 percent for masters-level students, and 20 percent for doctoral students. At IUP, Instructional Fees are assessed on all students at 10 percent. By longstanding agreement, expenditures support facilities as well as undergraduate and graduate instruction. The vice president for Administration and Finance is responsible for managing the facilities portion of the fee at 65 percent (of the 10 percent of tuition). The provost and vice president for Academic Affairs is responsible for the remaining 35 percent. These latter resources have traditionally been known as the “Educational Services Fee” (ESF).

Effective FY 2007/08, the IUP Council of Trustees approved an increase to the Instructional Fee for all graduate students (the “Graduate Fee”). In accord with Board of Governors’ policy, the Graduate Fee is indexed to tuition and is assessed through each graduate student’s semester bill. The current approved rates are 5 percent for master’s students and 10 percent for doctoral students. Undergraduates therefore pay 10 percent of tuition for instructional fees, master’s students pay 15 percent, and doctoral students pay 20 percent.

All instructional fees are collected, and separate budgets are created for accounting and management, by the Division of Administration and Finance and the Division of Academic Affairs. These guidelines apply to all instructional fees in Academic Affairs.

Educational Services Fee

The Educational Services Fee is intended to cover expenses that have a direct educational benefit to students that improve student learning. The provost and vice president for Academic Affairs is advised by the ESF Committee, appointed by the provost and including representatives from the student body and from the faculty. The ESF Committee develops recommendations for an annual spending plan in support of colleges and other units, central university functions (e.g., Libraries and IT Services), and special initiatives. Since all students contribute to these funds, the spending plans benefit all students (undergraduate and graduate). By convention, an allocation model established by the ESF Committee provides for base funding for major academic units.

Graduate Fee

The Graduate Fee is intended to support graduate education. The spending plan for Graduate Fee revenues is the responsibility of the dean of Graduate Studies and vice provost for Research in consultation with the Council of Deans. Since only graduate students contribute to these funds, these funds are used exclusively to support graduate education.

Spending Guidelines

The Educational Services Fee and the Graduate Fee may be used for the following purposes (examples are intended to be illustrative and not limiting):

  • Instructional resources used in classrooms and laboratories, including supplies, equipment, and software.
  • Information resources, including library acquisitions and subscriptions to on-line information databases.
  • Expenditures required to support the effective use of instructional resources or information resources, e.g., installation, security, training, or library reserve services.
  • Upgrades to or maintenance of instructional resources in learning facilities, including laboratories, classrooms, specialized instructional spaces, auditoria, etc. Routine building maintenance or emergency repairs to the physical plant are not appropriate expenditures.
  • Other costs or needs that comply with Board of Governors’ policy, as determined by the provost and vice president for Academic Affairs.

To support the special needs of post-baccalaureate instruction, the Graduate Fee may also be used for the following:

  • Stipends for graduate assistantships.
  • Operational support for the Writing Center, the Applied Research Lab, the Institutional Review Board for the Protection of Human Subjects (IRB), and individual graduate programs.
  • Graduate student recruiting.
  • Support for graduate student professional development, including graduate student travel; visiting speakers, including travel and honoraria; and support for student degree completion, e.g., fieldwork, research or data acquisition, or publication.

July 2011

  • Division of Academic Affairs
  • Sutton Hall, Room 205
    1011 South Drive
    Indiana, PA 15705
  • Phone: 724-357-2219
  • Fax: 724-357-2498
  • Office Hours
  • Monday through Friday
  • 8:00 a.m.–12:00 p.m.
  • 12:30 p.m.–4:00 p.m.