From Dave Dungan Dec 9, 97 06:18:25 pm -0800 Subject: Note about tuition adjustments Colleagues, As most of you know, direct charging of tuition has begun. Tuition is charged quarterly and appears quarterly if a student is direct charged to an account. If a student is charged via the lab time card system the charge is apportioned monthly. (Most research assistant appointments are direct charged.) You will notice there is either a monthly tuition charge (e.g., $1,010.67 for a 50% RAship) on your October expenditure statements or a quarterly charge (e.g. $3,032) on either your Sept. or Oct. statements. You may also see a credit during the quarter if your student reduces or increases their units, changes to TGR ($865/quarter), etc. We want to warn you of an unusual credit and recharge of tuition on some statements: When tuition charges for students on the lab time card system were processed in October, the student ID wasn't included in the ledger. This October transaction was corrected in November, appearing as two entries per student on your November statements. You will see a tuition credit for those students followed by an offsetting charge for the same amount and GL. The student ID was included when the tuition charge was reposted. This will result in $0 net change for those two entries on the November statement. The November tuition charges if any, will appear, too. Dave ------- From Suzanne.Gruber@Forsythe.Stanford.EDU Wed Feb 12 13:09:16 1997 Subject: Tuition Schedule for 97-98 OFFICE MEMORANDUM * STANFORD UNIVERSITY * OFFICE MEMORANDUM To: Department Chairs and Administrative Staff From: Roger Printup, University Registrar Date: February 12, 1997 Subject: <.b+><.u+>Tuition Schedule for 1997-98<.b-><.u-> The following has been prepared to inform the University community of the fee scale effective Autumn Quarter 1997. Eight-, nine-, or ten-unit tuition is available to graduate students in schools and departments that approve less than full tuition. Eligibility for unit-basis registration of 3 to 7 units is further restricted. Questions about tuition-charging or eligibility for unit-basis registration may be referred to the Registrar's Office. GRAD LAW/ STD ENGR MED GSB LAW GSB 1. Full Tuition $ 7100 7580 8795 8000 12,083 12,083 2. Unit-Basis Tuition (restricted categories only) 3 units 1736 1832 2075 1916 2891 2891 4 units 2183 2311 2635 2423 3657 3657 5 units 2630 2790 3195 2930 4423 4423 6 units 3077 3269 3755 3437 5189 5189 7 units 3524 3748 4315 3944 5955 5955 8 units 3971 4227 4875 4451 6721 6721 9 units 4418 4706 5435 4958 7487 7487 10 units 4865 5185 5995 5465 8253 8253 3. Advanced Graduate (AGR) 4418 4706 5435 4958 7487 7487 4. TGR and Postdoctoral Scholars 865 865 865 865 1298 1298 5. Permit to Attend (PTA) 1760 1760 1760 1760 2640 2640 -------- quarter -------- -- semester -- 6. Additional Unit-Basis Tuition Rates (Summer Quarter only) 11 units 5312 5664 6555 5972 n/a 5972 12 units 5759 6143 7115 6479 " 6479 13 units 6206 6622 7675 6986 " 6986 14 units 6653 7101 8235 7493 " 7493 <.u+><.b+>Refund Schedule for Standard Tuition (Autumn, Winter, and Spring Quarters)<.u-><.b-> Students who annul registration within the first two days of instruction receive full refund. Students granted a Leave of Absence are responsible for the payment of tuition per the effective date of the leave, as follows: FULL 7-10 UNIT 3-6 UNIT EFFECTIVE DATE TUITION BASIS BASIS Within first 2 weeks of instruction $ 1540 915 555 Within 3rd or 4th week of instruction 2880 1630 915 Note: Students in their first quarter of enrollment are subject to a slightly different refund schedule. Consult with the Registrar's Office for details. <.page> OFFICE MEMORANDUM * STANFORD UNIVERSITY * OFFICE MEMORANDUM To: Department Chairs and Administrative Staff From: Roger Printup, University Registrar Date: Subject: <.b+><.u+>Tuition Refund Schedule for 1997-98<.u-><.b-> Students who annul within the first two days of instruction receive full refund. Students granted a Leave of Absence for Autumn, Winter, or Spring terms are responsible for the payment of tuition in accordance with the effective date of the Leave of Absence, as follows: GRAD LAW/ STD ENGR MED GSB *LAW *GSB <.b+>Within first two weeks of instruction (Quarter or Semester)<.b-> Regular Basis $1540 1635 1880 1720 1825 1825 7-10 Unit Basis 915 965 1095 1010 1110 1110 3-6 Unit Basis 555 580 645 605 705 705 <.b+>Within third or fourth week of instruction (Quarter or Semester)<.b-> Regular Basis 2880 3070 3560 3240 3365 3365 7-10 Unit Basis 1630 1730 1990 1820 1935 1935 3-6 Unit Basis 915 965 1095 1010 1115 1115 <.b+>Within fifth or sixth week of instruction (Semester only)<.b-> Regular Basis 4895 4895 7-10 Unit Basis 2750 2750 3-6 Unit Basis 1525 1525 NOTES: 1. A student in his or her first quarter of enrollment is subject to a slightly different refund schedule and should consult with the Registrar's Office for details. 2. Tuition refunds for students withdrawing from the Summer Quarter follow a different schedule. Students should consult the "Summer at Stanford" bulletin or the Registrar's Office for more details. ** Semester Basis From Suzanne.Gruber@Forsythe.Stanford.EDU Tue Feb 20 15:09:23 1996 To: DUNSI@Forsythe.Stanford.EDU Subject: Tuition Schedule for 96-97 Below please find the Tuition Schedule for 1996-97. It has been sent to several distribution lists, so we apologize if you have received it more than once. OFFICE MEMORANDUM * STANFORD UNIVERSITY * OFFICE MEMORANDUM To: Department Chairs and Administrative Staff From: Roger Printup, University Registrar Date: February 20, 1996 Subject: <.b+><.u+>Tuition Schedule for 1996-97<.b-><.u-> The following has been prepared to inform the University community of the fee scale effective Autumn Quarter 1996. Eight-, nine-, or ten-unit tuition is available to graduate students in schools and departments that approve less than full tuition. Eligibility for unit-basis registration of 3 to 7 units is further restricted. Questions about tuition-charging or eligibility for unit-basis registration may be referred to the Registrar's Office. GRAD LAW/ STD ENGR MED GSB LAW GSB 1. Full Tuition $ 6830 7295 8450 7700 11,625 11,610 2. Unit-Basis Tuition (restricted categories only) 3 units 1670 1763 1994 1844 2781 2778 4 units 2100 2224 2532 2332 3518 3514 5 units 2530 2685 3070 2820 4255 4250 6 units 2960 3146 3608 3308 4992 4986 7 units 3390 3607 4146 3796 5729 5722 8 units 3820 4068 4684 4284 6466 6458 9 units 4250 4529 5222 4772 7203 7194 10 units 4680 4990 5760 5260 7940 7930 3. Advanced Graduate (AGR) 4250 4529 5222 4772 7203 7194 4. TGR and Postdoctoral Scholars 830 830 830 830 1245 1245 5. Permit to Attend (PTA) 1690 1690 1690 1690 2535 2535 -------- quarter -------- -- semester -- 6. Additional Unit-Basis Tuition Rates (Summer Quarter only) 11 units 5110 5451 6298 5748 n/a 5748 12 units 5540 5912 6836 6236 6236 13 units 5970 6373 7374 6724 6724 14 units 6400 6834 7912 7212 7212 <.u+><.b+>Refund Schedule for Standard Tuition (Autumn, Winter, and Spring Quarters)<.u-><.b-> Students who annul registration within the first two days of instruction receive full refund. Students granted a Leave of Absence are responsible for the payment of tuition per the effective date of the leave, as follows: FULL 7-10 UNIT 3-6 UNIT EFFECTIVE DATE TUITION BASIS BASIS Within first 2 weeks of instruction $ 1480 880 535 Within 3rd or 4th week of instruction 2770 1665 880 Note: Students in their first quarter of enrollment are subject to a slightly different refund schedule. Consult with the Registrar's Office for details. <.page> OFFICE MEMORANDUM * STANFORD UNIVERSITY * OFFICE MEMORANDUM To: Department Chairs and Administrative Staff From: Roger Printup, University Registrar Date: February 20, 1996 Subject: <.b+><.u+>Tuition Refund Schedule for 1996-97<.u-><.b-> Students who annul within the first two days of instruction receive full refund. Students granted a Leave of Absence for Autumn, Winter, or Spring terms are responsible for the payment of tuition in accordance with the effective date of the Leave of Absence, as follows: GRAD LAW/ STD ENGR MED GSB *LAW *GSB <.b+>Within first two weeks of instruction (Quarter or Semester)<.b-> Regular Basis $1480 1575 1805 1655 1755 1755 7-10 Unit Basis 880 930 1050 970 1070 1070 3-6 Unit Basis 535 560 620 580 675 675 <.b+>Within third or fourth week of instruction (Quarter or Semester)<.b-> Regular Basis 2770 2955 3420 3120 3235 3235 7-10 Unit Basis 1565 1665 1910 1750 1860 1860 3-6 Unit Basis 880 930 1050 970 1070 1070 <.b+>Within fifth or sixth week of instruction (Semester only)<.b-> Regular Basis 4710 4700 7-10 Unit Basis 2645 2640 3-6 Unit Basis 1465 1465 NOTES: 1. A student in his or her first quarter of enrollment is subject to a slightly different refund schedule and should consult with the Registrar's Office for details. 2. Tuition refunds for students withdrawing from the Summer Quarter follow a different schedule. Students should consult the "Summer at Stanford" bulletin or the Registrar's Office for more details. ** Semester Basis ======= From Carol.VonderLinden@Forsythe.Stanford.EDU Tue Feb 25 08:42:24 1997 Subject: salaries Friends: Here are the 97-98 minimum salary rates for Graduate Research Assistants, Teaching Assistants, Pre-doctoral Research Affiliates, and Post-doctoral Research Affiliates. The memo is being mailed out to departments and schools tomorrow. Please forward this information to faculty and staff in your areas who are in the process of making admission offers for 97-98 academic year. Graduate Research Assistants: Minimum salary for a 50% appointment for FY98 has been set at $3,712 per quarter. This minimum rate applies also to the summer quarter. The rate is based on the 1997-98 Student Expenses Budget which is developed annually in the University Financial Aid Office. Appointments at a different percentage should be pro-rated. There is no maximum threshold for Graduate Research Assistant salaries. Graduate Teaching Assistants: The following teaching assistant salaries are authorized for a 50% appointment for the FY98 academic year. The rate is increased annually based on the planned cost rise in the operating budget. Title AY Quarter 3-Quarters 8 Wk Sum Qt Course Assistant $ 3,841 $ 11,523 $ 3,072 Teaching Assistant $ 4,234 $ 12,702 $ 3,387 Teaching Affiliate $ 4,497 $ 13,491 $ 3,597 Mentor Teaching Assistant $ 4,758 $ 14,274 $ 3,806 Mentor Teaching Affiliate $ 5,019 $ 15,057 $ 4,015 Predoctoral Research Affiliates: Predoctoral Research Affiliates must be paid at least the Graduate Research Assistant minimum rate; however, it is expected that they will receive a salary in a higher range than the standard Research Assistant in the individual's department. Postdoctoral Research Affiliates: The minimum salary for a Postdoctoral Research Affiliate (i.e., a postdoctoral scholar receiving salary through the University payroll system) will be increased to $23,300 for 12 months, or $5,825 per quarter, for a 100% appointment. This figure represents a raise in the minimum of less than 3.6%; it was arrived at after consultation with various interested parties around the University, some of whom thought it should be higher and some lower. Postdoctoral Research Affiliate appointment are not subject to maximum thresholds. A Postdoctoral Research Affiliate must have at least a 10% appointment to qualify as a student and a 51% or more appointment to qualify for health care benefits. Please call (3-3541) or send me an e-mail (hf.cdv@forsythe) if you have questions. Carol Vonder Linden, on behalf of Tom Wasow, Associate Dean of Graduate Policy ======= From tajnai@Hudson.Stanford.EDU Mon Nov 18 16:20:21 1996 The following is a recent memo to faculty from Charles Kruger regarding Research Assistantships. It has been shared with department administrators and we wanted you to have it too before our meeting. STANFORD UNIVERSITY - MEMORANDUM - STANFORD UNIVERSITY (This memo has been sent electronically on November 5 ,1996, followed by a hard-copy, dated November 13, 1996, through Mailing Services.) Date: November 13, 1996 (Sent by Email on 11/5/96) To: Principal Investigators From: Charles H. Kruger, Vice Provost Dean of Research and Graduate Policy Subject: Tuition Remission Dear Colleagues: I am writing to remind you that, because of changes in government regulations, beginning September 1, 1997, tuition for research assistants (and teaching assistants) can no longer be charged to the staff benefits pool. The University's response to this, and the mitigation to be provided by the Provost and the Dean of the Medical School, are basically unchanged since my memo of February 15, 1994, on this subject. However, the dollar figures given in that memo were based on tuition and typical salaries in 1993. Since then, of course, tuition and salaries have changed with inflation, affecting the current dollar impact per student. Let me remind you of these arrangements for a typical 50% research assistant registered for 9 units. In place of the 62% of full graduate tuition currently charged to staff benefits, the University will directly charge 40% of full graduate tuition (50% in the Medical School) to the source of funds for the assistantship. The Provost and the Dean of the Medical School will absorb the difference in tuition income (22% or 12% of full tuition, respectively) to provide mitigation to Principal Investigators. No staff benefits will be charged to research assistants' salaries and no indirect costs will be applied against the tuition charge (except in very few special cases where the sponsor pays reduced indirects on total direct costs). Furthermore, the staff benefits' charges to other salaries will be approximately 4.3% less than they would have been otherwise. Students registered for 9 units will still receive 62% residency credit. Research assistants who are eligible for TGR status will be charged the regular TGR fee. The impact of these changes will vary with the particular circumstances of individual Principal Investigators. Many Principal Investigators will experience a net gain as a result of the reduced staff benefits rate. Others with large assistantship charges relative to other salary charges, such as summer salaries, or with fewer students on TGR will have higher costs for a given level of activity. The 40% tuition charge was set to mitigate as much as possible these losses, while keeping the impact on general funds within reason. In calculating the effect on your own particular grants, as many of us have done in recent months, it is important to keep in mind the reduction in the staff benefits rate, the fact that staff benefits will not be charged on student salaries, the absence of indirect costs on tuition and the overall effect of the relatively low TGR fee on the costs of student research assistants. (Please note that although our final staff benefits rate for our fiscal year beginning September 1, 1997, has not yet been negotiated, our forward pricing rate for proposal purposes has been set at 25.5%.) I have appended to this memo a few sample calculations, which I hope may prove helpful. This past summer a task force has been working on the specific mechanisms and details of implementation of these changes. This task force will convey information on these arrangements to department chairs and departmental administrators in the near future. This will contain information on students with other than 50% appointments and/or other than 9-unit registration. In partial summary, mitigation for less than 50% assistantships will be in proportion to extent of the assistantship. The residency credit will be based on the number of registered units. Tim Warner, the University Budget Officer, will be working with Deans as to the arrangements for teaching assistants. This is a change that none of us welcome. Since my 1994 memo, I have worked with representatives of other affected universities to try to reverse this government policy, but without success. Nevertheless, as a Principal Investigator I welcome the mitigation provided by the Provost and the Dean of the Medical School, which I believe will allow us to continue our program of graduate research with a limited impact on our standing as a major research university. If you have questions on these matters, please contact Carol Vonder Linden (Assistant Dean of Research and Graduate Policy, 3-3541), Tom Wasow (Associate Dean of Graduate Policy, 3-9222) or me (3-0977). With best regards, Charles H. Kruger ******* ATTACHMENT Attachment to Memo to Principal Investigators from Charles H. Kruger Subject: Sample Calculations of the Effect of Tuition Remission (Sent Electronically on 11/5/96; Hard-copy sent on 11/13/96) Sample Calculations of the Effect of Tuition Remission I have taken as a base case a program with three student research assistants each receiving a 12-month salary in 1997/98 of $16,000. Other salaries have been set at half the total student salaries, that is $24,000. This would include faculty salaries, research associates, post docs, technicians, etc. (Note that salary charges contained in service centers would also be applicable, since the service center costs and, therefore, charges would also be reduced.) In the four "sensitivity" cases given after the base case, I have kept other salaries at one-half of total student salaries when student salaries change. For the indirect cost rate, I have used our forward pricing rate of 58.41%. For the staff benefits rate, I have used 25.5% when the tuition is directly charged and 29.8% in the (hypothetical) comparison case if tuition were still in staff benefits. Finally, I have inflated 1996/97 tuition by 4% from the current year to project to 1997/98. As to the student RA's, in the base case I have two students registered for 9 units each quarter during the academic year and 3 units during the summer, plus a third student registered for TGR for all four quarters. Of course there are so many varying circumstances that it is hard to give a representative example. I hope though that my calculations will be of some help. For example, it should be relatively easy for you to alter the credit I calculate for the reduction in staff benefits for other salaries to meet your own circumstances. All these calculations are in 1997/98 dollars. First, the base case. Reductions in costs to the PI: - Reduced staff benefits on other salaries $24,000 x 0.043 x 1.5841 = $1,635 - No staff benefits on RA salaries 3 x $16,000 x (0.298) x 1.5841 = $22,659 Total gain = $24,294 Additions to cost to the PI: - Tuition for 9-unit RA's [2 x (3 qtrs. x 0.4 x $6,830 + $1,670)] x 1.04 = $20,521 - TGR tuition 4 x $830 x 1.04 = $3,453 Total loss = $23,974 Net gain for the PI: $320 per year (i.e., this program approximately breaks even). There are several important parameters here, including salary levels (PI's with higher monthly student salaries and higher other salaries will fare better in terms of gain or loss; but lower salaries still mean lower costs.) Clearly, whether or not students on TGR are involved in the program is a major factor. To examine the sensitivity to some of these variables, I have re-run these calculations for four additional cases. (1) Student salaries at $18,000 for 12 months. (This is a little less than the expected 1997/98 rate for students in my division of my department.) Everything else remains the same, except that other salaries remain at one-half of the student salaries. The result is a net gain to the PI of $3,358 per year. ($1,119 per student.) (2) The same as for the base case except using Engineering graduate tuition. ($7,295/qtr. in 1996/97.) The result is a net loss of $1,034 per year for the same three students. ($345 per student.) (3) The same as the base case, but eliminating the TGR student (with other salaries still at half of the remaining student salaries.) Thus, for this case only, there are two students rather than three. The result is a net loss to the PI of $4,324 per year. ($2,162 per student.) (4) You may have calculated 9 units for all four quarters rather than the 3 units in the summer I have used. This will cost you more per year, but less overall to get a student to TGR, since 9-unit tuition is mitigated (by 22/62) and 3-unit tuition is not. In the base case if both non-TGR students enroll for 9 units all four quarters, the net loss to the PI is $1,886 per year. These, of course, are hypothetical examples. As a reality check, I have performed similar calculations for four of my own most recent proposals, involving six RA's. To be cautious, I did not include the TGR alternative for any of the students in the proposals, although two of the students who will be supported by these grants will in fact be eligible for TGR. The result of these calculations is a net loss to me of $1,113 per student per year (with no TGR "credit"). The total student cost in these proposals (including indirects on the salaries) is $236,711 per year. I hope that you find these examples helpful. --------------------------------------------------------------------- Prof. Charles H. Kruger Vice Provost, Dean of Research and Graduate Policy Building 10, Second Floor Stanford University Stanford, CA 94305-2061 Phone: (415)723-0977 Fax: (415)725-1653 e-mail: kruger@soe.stanford.edu ----------------------------------------------------------------------