Tuition for Employees of Affiliated Entities (S-8)

Standard: S-8
Responsible Executive: Chief Financial Officer and Treasurer
Responsible Office: Office of the Vice President for Human Resources and Office of the Bursar
Date Issued: March 1, 2018
Date Last Revised: September 1, 2021

Table of Contents

Contacts
Individuals and Entities Affected
Statement of Standard
Responsibilities
Definitions (defined terms are capitalized throughout the document)
Related Documents, Forms and Tools
History and Updates
Appendix 

Contacts

Policy Clarification

Office of the Bursar
765-494-7570 | askbursar@purdue.edu

Individuals and Entities Affected

All campuses, all employees involved in assessing and collecting tuition and fees for academic registration, and all Employees of the Affiliated Entities defined in this standard.

Statement of Standard

The University provides financial assistance for the ongoing education of qualified Employees of Affiliated Entities and their Spouses and Children, as outlined below.

1. Tuition for Employees of Affiliated Entities
   1. Eligible Employees of Affiliated Entities registered in Purdue credit courses offered by any of the University’s campuses are eligible for a partial remission of tuition and will be assessed the applicable staff rate (resident or nonresident) approved annually by the Board of Trustees.
   2. The staff rate will apply to credit courses offered during the fall and spring Semesters, Summer Period, evening credit classes, credit extension classes, and summer intensive credit classes and may include undergraduate or graduate level courses subject to the following conditions:
      1. The employee’s appointment must have been in effect during the first six weeks of a Semester, or prior to the date specified by the Office of the Bursar for the Summer Period.
      2. The staff rate will apply for a maximum of seven Credit Hours per semester and four Credit Hours for the Summer Period. In addition, the student will be charged all applicable special fees, technology fees, lab fees, deposits, workshop fees and differential fees. Employees of Affiliated Entities enrolled for more than the Semester and Summer Period limitations will be assessed the full Credit Hour tuition and other mandatory fees assessed for each additional credit hour in excess of the maximums.
      3. If the appointment of an Employee of an Affiliated Entity terminates within six weeks after the start of a Semester, or prior to the date specified by the Office of the Bursar for the Summer Period, and course work is continued, full tuition and fees will be assessed for the Semester or Summer Period.
      4. The employee is subject to classification as a resident or non-resident in accordance with the policy on Residence Classification of Students for Tuition Purposes (II.D.1), and the corresponding staff rate will apply.
      5. If the Employee of an Affiliated Entity is a retiree, only items b and d above apply.
   3. Employees of Affiliated Entities may register to audit a course without the payment of tuition and receive no credit for course work, subject to these conditions:
      1. The maximum number of hours is seven hours per Semester and four hours during the Summer Period.
      2. Enrollment as a visitor requires the approval of the course instructor.
      3. The employee will be charged all applicable mandatory fees, special fees, and differential fees established for the course or program.
2. Tuition for Spouses of Employees of Affiliated Entities
   1. The Spouse of an Employee of an Affiliated Entity registered in Purdue credit courses offered by any of the University’s campuses is eligible for and will be assessed the applicable staff spouse rate (resident or nonresident) approved annually by the Board of Trustees.
   2. The staff spouse rate will apply to credit courses offered during the fall and spring Semesters, Summer Period, evening credit classes and summer intensive credit classes, and may include undergraduate or graduate level courses subject to the following conditions:
      1. The Employee of the Affiliated Entity must have been employed on a continuous basis for at least two years before the Spouse is eligible for the tuition remission.
      2. The staff spouse rate will be charged to the student for a maximum of seven credit hours per Semester and four credit hours during the Summer Period. In addition, the student will be charged all applicable special fees, technology fees, lab fees, deposits, workshop fees and differential fees. Students who enroll in more than the Semester and Summer Period limitations will be assessed the full Credit Hour tuition and other mandatory fees assessed for each Credit Hour in excess of the maximums.
      3. If the appointment of the Employee of an Affiliated Entity terminates within six weeks after the start of a Semester, or prior to the date specified by the Office of the Bursar for the Summer Period, and course work is continued, full tuition and fees will be assessed for the Semester or Summer Period.
      4. The student is subject to classification as a resident or non-resident in accordance with the policy on Residence Classification of Students for Tuition Purposes (II.D.1), and the corresponding staff spouse rate will apply.
3. Tuition for Children of Employees of Affiliated Entities
   1. Children of Employees of Affiliated Entities registered in Purdue credit courses offered by any of the University’s campuses are eligible for and will be assessed the applicable staff child rate (resident or nonresident) approved annually by the Board of Trustees. The parent or legal guardian of the Child must meet one of the following criteria:
      1. The parent or guardian is an Employee of an Affiliated Entity whose appointment is in effect during the first six weeks of a Semester, or prior to the date specified by the Office of the Bursar for the Summer Period, or
      2. The parent or guardian is an official retiree (see definition of Employee of an Affiliated Entity).
   2. To be eligible for the tuition remission, the Child must not have earned a baccalaureate or professional degree from any institution; must be seeking a degree offered by the West Lafayette, Fort Wayne or Northwest campuses; and must be less than 26 years of age. Qualified Children who are enrolled and turn 26 years of age will be eligible for the tuition remission as long as they are continuously registered, excluding the Summer Period, and seeking a Purdue University degree.
   3. Tuition remissions for eligible Children will be discontinued when:
      1. The student attains his/her first baccalaureate degree or professional degree, from any institution, or
      2. The student is not continuously enrolled after age 26.
   4. The tuition remission for Children who qualify under the conditions outlined in C.1 through C.3 applies for registration in credit classes offered during an academic Semester, Summer Period, evening credit classes and credit extension classes. The student will be required to pay any deposits, workshop fees, technology fees, special fees, laboratory fees or differential fees approved for a course or program of study.
   5. The tuition remission for Children who qualify under the conditions outlined in C.1 through C.3 does not apply to graduate level study or programs developed specifically for external sponsors or to other targeted audiences.
   6. The student is subject to classification as a resident or non-resident in accordance with the policy on Residence Classification of Students for Tuition Purposes (II.D.1), and the corresponding staff child rate will apply.
   7. If the appointment of an Employee of an Affiliated Entity terminates within six weeks after the start of the Semester, or prior to the date specified by the Office of the Bursar for the Summer Period, and course work is continued, full student tuition and fees must be paid for the Semester or Summer Period.

Responsibilities

Chief Financial Officer and Treasurer

• Oversee the administration of this standard.

Offices of the Bursar

• Assess tuition and fees in accordance with this standard and with the rates approved annually by the Board of Trustees.
• Reconcile tuition remissions annually with Affiliated Entities in accordance with applicable arrangements with those Affiliated Entities and any related procedures and practices.
• Issue tuition and fee refunds in accordance with standard refund procedures and practices.

Employees of Affiliated Entities and their Spouses and Children

• Provide any documentation requested by the University to verify eligibility under this policy.

Definitions

All defined terms are capitalized throughout the document. Additional defined terms may be found in the central Policy Glossary.

Affiliated Entity(ies)
For the purposes of this standard, the following entities meet this definition:

1. Boilermaker Health Innovations, Inc.
2. Purdue Alumni Association
3. Purdue International, Inc.
4. Purdue Polytechnic High School, Inc.
5. Purdue University Global
6. Purdue Research Foundation
7. Ross-Ade Foundation

Child(ren)
A dependent of an Employee of an Affiliated Entity who is one of the following:

• A natural child,
• A step child,
• A legally adopted child or a child legally placed for adoption, or
• A child for whom the employee is the legal guardian.

Credit Hour
Normally one lecture or recitation hour per week for one semester equals one hour, or its equivalent for summer sessions, evening credit classes, credit extension classes, summer intensive courses, and credit workshops.

Employee of an Affiliated Entity
For the purposes of this standard, an individual who is:

1. Faculty or regular staff (i.e., not temporary or through a third-party contract) employed by an Affiliated Entity half-time or more in a benefits-eligible position for a period of time expected to continue for more than a year.
2. An individual as defined above on approved leave of absence, with or without pay, or who is receiving benefits from the Affiliated Entity’s disability program.
3. An individual who qualifies for benefits as an official retiree of an Affiliated Entity under a formal retirement policy of the Affiliated Entity.

Semester
Regular fall and spring semesters as defined in the academic calendar for each campus.

Spouse
The legal spouse of the Employee of an Affiliated Entity. Separated spouses are still legally married.

Summer Period
The period between spring commencement and first day of fall classes and includes all summer session offerings as defined in the academic calendar for each campus.

Related Documents, Forms and Tools

This standard is issued in support of the policy on Tuition Fees for Employees and Dependents Registered as Students (II.D.3), as amended or superseded.

History and Updates

September 1, 2021: Added Purdue Polytechnic High School to the definition of Affiliated Entity.

March 1, 2018: This is the first standard to address this issue, although it reflects a longstanding practice applied to eligible Employees of Affiliated Entities, such as Purdue Research Foundation.

Appendix

There are no appendices to this standard.