IUPUI: Human Resources Policies

Staff covered by this policy	This policy applies to all appointed SM staff represented by AFSCME, Local 1477.
Philosophy	The university is committed to providing employees and their families with opportunities to continue their education.
Policy	The university subsidizes tuition costs for certain individuals attending Indiana University classes. Eligible participants are entitled to the tuition subsidy explained in this policy.
Individuals eligible for this benefit	This policy applies to the following categories of individuals, at all university campuses: Appointed, full-time (100% FTE) faculty and staff on at least a nine-month appointment by the end of the first week of the semester or session. Appointed, full-time (100% FTE) faculty and staff on an approved leave of absence. Retiree status employees who are eligible for group life insurance. Disabled former employees receiving long-term disability benefits from a university-sponsored plan, Social Security Administration, or PERF.
Provisions and requirements for employees and qualified former employees	Employees and former employees who meet the criteria as indicated in the section titled, “Individuals eligible for this benefit,” are eligible for the following fee courtesy benefits. Credit hours The fee courtesy value is 100% of the resident rate for the first three credit hours per semester or combined summer sessions. The fee courtesy value is 50% of the resident rate for the next three credit hours per semester or combined summer sessions. Fees for credit hours totaling more than six per semester or combined summer sessions will be billed at the full resident rate. Audit hours Fee courtesy applies to audit hours at 50% of the resident rate. Fees for audit hours totaling more than six per semester or combined summer sessions will be billed at the full resident rate. Independent study courses Fee courtesy applies to independent study courses. The individual must pay 50% of the fee at the time of registration. This amount is refunded if the individual completes the course with a grade of R, S, P or C or higher. (The refund amount applies to the first three credit hours only.) Required grade level If an employee does not obtain a grade of R, S, P, or C or higher in the course(s) covered by the 100% fee courtesy, the campus bursar will bill the employee for one-half of the tuition. If payment is not made by the due date, the debt will be satisfied through payroll deduction. Withdrawals If the employee withdraws after the 100% fee refund period from hours covered by the 100% fee courtesy, the campus bursar will bill the employee for one-half of the forfeited fee amount. If payment is not made by the due date, the debt will be satisfied through payroll deduction. Approval necessary Approval of a department head is necessary when classes are scheduled during a staff member’s working hours. See Policy 2.10, Training and Education, for provisions about covering time away from the job.
Provisions and requirements for spouses or same-sex domestic partners	An eligible individual’s spouse as defined by Indiana law or same-sex domestic partner as qualified by the university’s Affidavit of Domestic Partnership may receive fee courtesy benefits as described below. Credit and audit hours The fee courtesy value is 50% of the resident undergraduate rate, up to a maximum of three credit or audit hours per semester or combined summer sessions. The fee courtesy is applied as a credit against the full fees assessed. Fees for credit or audit hours totaling more than three per semester or combined summer sessions will be billed at the full rate. Independent study courses Fee courtesy applies to independent study courses at 50% of the appropriate rate.
Provisions and requirements for a dependant child	Criteria To receive the dependent child fee courtesy, one must meet all of the following criteria. Is a dependent child, stepchild, or legal ward of an eligible employee or of the same-sex domestic partner of an eligible employee Is not considered independent for other types of financial assistance Is under 24 years of age on the first day of the session for which the fee courtesy is requested Is unmarried Has the same permanent home address as at least one parent Is enrolled as a dependent student A dependent child of a deceased parent or guardian who was eligible at the time of death, is eligible for the fee courtesy, provided that the child (1) remains a dependent of the surviving parent and (2) on the first day of a session, meets all the criteria listed above. Fee courtesy guidelines The fee courtesy value is 50% of the resident undergraduate rate. Fee courtesy applies to independent study and Advanced College Project courses. Dependent children who have received a baccalaureate degree or have completed 140 credit hours (including transfer hours) are not eligible for fee courtesy benefits. Fee courtesy will be discontinued at the end of the semester or session in which the child ceases to be dependent, or in which the employee’s employment is terminated for reasons other than retirement, disability, or death. In addition to the exclusions described in the next section, “Exclusions for all individuals,” the fee courtesy excludes graduate or post-baccalaureate study.
Exclusions for all individuals	Excluded from fee courtesy are special fees such as those for applied music, student teaching, laboratories, early education experience, dissertation research (G901), rental of special equipment or facilities, and fees for non-credit courses.
Retroactive applications	Retroactive applications for fee courtesy will not be honored beyond the current fiscal year (July 1 to June 30). For summer classes that overlap the fiscal year, applications will be honored through the fiscal year in which the class ends.
Late applications	If the application form has not been completed and approved in sufficient time before registration, the student must pay in full by the due date. Once the application is approved, the student will receive a refund.
Appeals	Applicants who feel they have been unjustly denied the benefits of this policy may present a written appeal to the Fee Courtesy Appeals Committee. Applicants should write the letter to the Director of Human Resources. This office will send the appeal, along with pertinent data and comments, to University Human Resources Services for presentation to the Fee Courtesy Appeals Committee.
Where to obtain and submit forms	Fee courtesy application forms are available from the Student Financial Aid office. Eligible persons should submit application forms to the campus of enrollment, which may be different from the campus of employment. Course fees are based on the rates of the campus of enrollment.
Graduate fee taxation	Fee courtesy for graduate level courses is treated as taxable income under 1996 federal legislation. In accordance with IRS regulations, the university withholds these taxes from the employee’s pay. The employee’s pay notice includes the amount of fee courtesy benefits counted as taxable income.
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