Policy and Procedure Manual
Chapter 210, Instruction
Section 15, University Extension Programs--Distribution of Concurrent
Course Income
Approved: 4/20/05
Supersedes: 4/29/99
Responsible Department: University
Extension
Source Document: Presidential
Delegation DA 2115
I. Purpose
This section outlines policy and procedure regarding
use of University Extension concurrent course fee income.
II. Definition
Concurrent course--a regular University course that is
opened to University Extension students on a space available basis after
enrollment of regularly registered students and with prior approval of
the instructor.
III. Policy
A. The concurrent course program is self-supporting based
upon student fees approved by the Dean of University Extension.
B. Departments participating in the concurrent course
program receive a portion of the student fees to reimburse them for marginal
instructional costs incurred in their participation in the program. The
library receives reimbursement based upon the number of library cards
issued to concurrent students.
IV. Procedures
A. Annual planning procedure
| Responsibility |
Action |
| University Extension |
1. Submits concurrent course income projection as part of annual
budget submission.
2. Budgets income and expense in the University Extension Concurrent
Course account (CONCRNT).
- That portion of income used for reimbursing instructional departments
and library is budgeted in Special Items (SUB3).
- Any necessary changes to budgeted income and expense may be
made during midyear budget adjustment.
|
| Program Planning & Budget Operations Section, Office of Resource
Management & Planning |
3. Reviews and approves concurrent course income projection. |
B. Current-year allocation procedure
| Responsibility |
Action |
| University Extension |
1. Establishes enrollment and withdrawal dates to permit firm
calculation of total income by beginning of seventh week of each
quarter.
2. Prepares quarterly report specifying participating departments,
enrollments per course, and departmental share of fee income; distributes
report by beginning of seventh week of instruction.
- The report shall advise departments that University Extension
will make a budgetary transfer from its reserve funds to the department
for its share of income as listed on the quarterly report.
3. Submits to Accounting & Financial Services a DaFIS Current
Budget document allocating funds from University Extension Reserve
OP Fund 75090 to participating departments in the amount of each
department's share.
|
| Accounting & Financial Services |
4. Prepares Fund Balance Adjustment document (FB) to transfer funds
from University Extension OP Income Fund 20300 to University Extension
Reserve OP Fund 75090 in response to each quarterly DaFIS Current
Budget document. |
| Department |
5. Receives current-year budgetary allocation of reserve funds
at end of each quarter.
- Funds may be expended for instruction and research at the discretion
of the department chair.
- Funds may be expended during the current year or may be carried
forward to subsequent fiscal years.
|
V. References
A. Planning & Budget Manual, Chapter 6050, University
Extension Fees, 6/15/73.
B. Planning & Budget Manual, Chapter 8031, University
Extension Programs, 6/15/73.
Copyright © 2006 The Regents of the
University of California, Davis Campus. All Rights Reserved.
Last Updated: 1/3/07 | Questions
and Comments
|
