Penn State University Libraries - Policy UL-AD10 Fee-Based Services

ADMINISTRATIVE

Policy UL-AD10 FEE-BASED SERVICES

Contents:

• Purpose
• Introduction
• Determination of Fees
• Approval Process
• Cross References
• Attachments: Fee Structure (revised annually)

PURPOSE:

To ensure that the University Libraries has an accurate list of fees generated and that fees are consistent across the Libraries’ system.

INTRODUCTION:

Recommendations for changes to the Libraries’ fee structure are made by a Fee Committee, appointed by the Libraries’ administration.  The Fee Committee reviews and modifies the Libraries’ fee structure, submits recommendations to the Dean and Dean’s Library Council for review and approval, prepares a document to be submitted to the Corporate Controller's office for approval, and publicizes the new fee structure appropriately.

DETERMINATION OF FEES:

To determine fees, the Committee studies the cost of doing business and market forces; it also benchmarks against comparable research libraries.  The Committee takes into account the electronic information environment, which impacts the Libraries’ operations and services.  All fees are charged to all patrons.

The Fee Committee meets to review all fees and make recommendations for adjustments annually.

APPROVAL PROCESS:

1. Fees are reviewed and approved internal to the Libraries.
2. Dean sends fees to Corporate Controller's office for approval.  [Timeline: April 1 submission for July 1 implementation.]
3. Approval is a two-step process: (a) Reviewed by Financial Reporting/Cost Analysis Department and (b) Approved by Director of Financial Reporting/Cost Analysis.
4. Implementation of approved fees.

CROSS REFERENCES:

Other Policies in this manual should also be referenced, especially the following:

Guideline UL-ADG07 -- Fee Adjustments (Staff Only)

Guideline UL-ADG08 – Fees and Fines Waivers (Staff Only)

ATTACHMENTS: (revised annually)

Fee Structure

Effective Date: December 4, 2000
Date Approved: December 4, 2000 (Dean's Library Council)

Revision History (and effective dates):

• November 28, 2011 -- Title change from Fees to Fee-Based Services
• November 2, 2009 -- Editorial; revised to show change in the approval process
• December 4, 2000 – New policy

Last Review Date:  November 2011