Regulations on Implementing Policy on Waiver of Tuition and Fees for Faculty and Staff

The UNC Policy Manual
1000.2.2.1[R]
Adopted 10/22/77
Amended 02/08/91
Amended 12/01/99
Amended 10/12/01
Amended 08/16/06
Amended 05/19/10

Regulations on Implementing Policy on Waiver of Tuition and Fees for

Faculty and Staff

North Carolina General Statute § 116-143(d) provides for a waiver of tuition and fees for faculty and staff under certain conditions. The Board of Governors has delegated to the President the authority to issue regulations. The following regulations are adopted.

I.             Definitions. With respect to the provisions of North Carolina General Statute § 116-143(d) the following terms are defined:

A.            Employing Institution. Employing institution shall mean a constituent institution of the University of North Carolina which is the employer of record, including the North Carolina School of Science and Mathematics, the University of North Carolina Health Care System, and General Administration.

B.            Enrolling Institution. Enrolling institution shall mean a constituent institution of the University of North Carolina in which the employee is enrolled and receiving academic credit and to which tuition/fees would be paid if not covered under tuition/fee waiver.

C.            Employee. Employee shall mean an individual who is either a faculty member or a staff employee, employed by an employing institution, who is eligible for participation in either the NC Teacher’s and State Employees’ Retirement System or the UNC Optional Retirement Program.[1] The terms “faculty member” and “staff employee” shall include:

1.             Personnel of the United States armed forces during the time they are assigned under military orders to a Reserve Officer Training Corps (ROTC) program of a constituent institution of the University of North Carolina as a permanent change of station; and

2.            Civilian personnel federally employed 30 or more hours per week on a continuing basis in a position adjunct to an ROTC program of a constituent institution of the University of  North Carolina.

D.           Tuition. Tuition shall mean the tuition charged for credit instruction, regardless of when the instruction occurs or by what means it is delivered. Campus policy must specify under what circumstances, if any, an employee may receive a waiver for receipts-supported courses. Pursuant to North Carolina General Statute §116-143.1(m), an Employee of the University of North Carolina who is a legal resident of North Carolina qualifies as a resident for tuition purposes irrespective of the length of legal residency in the State.

E.            Fees.  Fees shall mean those student fees required for the course(s) in which the employee is enrolled.  Campus policy must specify under what circumstances, if any, an employee may receive a waiver of fees.

F.            Period of Normal Employment. Period of normal employment shall mean that period of time beginning with the effective date of permanent employment as defined in Section I.C. above, and ending with the effective date of discontinuation of employment.

G.            Normal Employment Obligations. Normal employment obligations shall mean those services that the employee is obligated to perform for the employing institution.

H.           Year. Year unless otherwise specified, shall mean an academic year of fall semester, spring semester, and the summer sessions that follow.

II.           Limitations 

                Employees of an employing institution may, during the period of normal employment enroll in certain courses free of charge of tuition and fees, as described in this regulation, provided the enrollment does not interfere with normal employment obligations. The waiver of tuition for an employee shall be limited to the number of courses set out in Policy 1000.2.2. The waiver of fees for an employee may be limited according to institutional policy determined by the Board of Trustees of each employing institution. The employee must maintain Employee status, as defined above in Section I.C., during the duration of the course. Otherwise, the employee shall be responsible for payment of applicable tuition and fees. However, this payment requirement shall not apply to an employee who is eligible under this policy at the time of enrollment in a course and is later reduced in force (SPA) or separated for budgetary reasons (EPA) prior to completion of the course. This exception does not apply to the end of a time limited or term position.

III.          General Fund Appropriations

                Tuition-waiver enrollment of an employee shall not be counted for the purpose of receiving general fund appropriations.

IV.          Employing Institution Responsibility

                The President, the Chancellor, or his or her designee shall determine that enrollment in the course shall not interfere with the satisfactory performance of the employee’s normal employment obligations.

V.            Enrolling Institution Responsibility

The Chancellor of the enrolling institution or designee shall determine:

A.            The employee seeking to enroll under this regulation is academically eligible for admission to the institution; and

B.            Space is available for the employee’s enrollment in the course.

VI.          Employee Responsibility

Prior to the commencement of a course for which tuition and/or fee waiver is requested, the employee shall:

A.            Complete the application form and obtain all required approvals from the employing institution and/or the enrolling institution according to procedures set forth by each institution, and;

B.            Deliver one copy of the completed and approved application to the proper authority of the employing institution. If enrolling in an institution other than the employing institution, the employee must provide an approved copy to the proper authority of the enrolling institution.

 VII.        Campus Policies and Procedures

Each constituent institution shall establish policies and procedures, including any delegations of authority, consistent with these regulations and as necessary to implement the Policy on Waiver of Tuition and Fees. Each employing institution shall provide to the President or his or her designee, all policies and procedures established pursuant to the regulations.

VIII.       Taxability

Each constituent institution is responsible for ensuring that employees are informed about the possible taxability of courses and for appropriately withholding.