Policy AD03 CONDUCTING EDUCATIONAL PROGRAMS USING THE NAME OF THE UNIVERSITY

Policy Steward: Vice President for Administration

Contents:

  • Purpose
  • Definitions
  • Policy
  • Application for Use of University Name or Facilities
  • Program Administration and Related Issues
  • Administrative Responsibility
  • Exceptions
  • Non-Educational Programs
  • Further Information
  • Cross References

  • PURPOSE:

    The Office of the Vice President for Outreach, the Office of the Vice Provost for Online Education and the Office of the Vice President for Commonwealth Campuses designate units and/or individuals to support, deliver and administer non-credit programs that have an educational purpose with the intent of providing the highest quality teaching and learning environment. Such audiences can consist of, but are not necessarily limited to, scholars, individuals seeking to expand their cultural interests, persons working to update their professional skills, individuals considering career redirection, and those interested in personal, community, or societal improvements.  Conferences & Institutes is the designated unit at the University Park campus.  Chancellors are responsible for identifying the designee at their campus location. The purpose of this policy is to ensure consistent, high quality delivery of programs, financial accountability, and optimal use of University resources and facilities for any group conducting non-credit educational programs (conferences, courses, workshops, institutes, symposiums, seminars, etc.) using the University name, regardless of facilities used.

    DEFINITIONS:

    A non-credit program is any activity with academic content approved to offer educational value measures (EVM), continuing educational units (CEU), or professional educational hours.

    POLICY:

    Non-credit programs originating at or through any campus or Penn State location, or through a faculty or staff member, using the name of the University, at which external audiences are expected, and either 1) a program registration fee is charged or underwritten, or 2) educational value measures, or continuing education units (CEUs or other profession-specific credits) are offered, must be offered through Conferences & Institutes or the Chancellor designee. Online non-credit programs must also adhere to University Policy AD55.  Blended programs must adhere to both AD03 and AD55.

    APPLICATION FOR USE OF UNIVERSITY NAME OR FACILITIES:

    All individuals and/or units wishing to conduct educational programs using the name of the University must first obtain approval in accordance with University Policy AD07, “Use of University Name, Trademarks, Symbols, Logos and/or Graphic Devices”.  In addition, such units will notify the Assistant/Associate Dean of the college responsible for outreach programming or the Chancellor most directly concerned with the program, and provide:

    The Associate Dean/Chancellor will notify Conferences & Institutes/Chancellor designee that the program has been approved and that support for the program is requested.

    Conferences & Institutes/Chancellor designee will provide support services, such as registration, conference management, financial accounting, budgeting, media services, program planning and instructional design, marketing, and record keeping, and will ensure that programs conducted in the name of the University on and off campus comply with the policies and procedures established by the University.

    PROGRAM ADMINISTRATION AND RELATED ISSUES:

    Conferences & Institutes/Chancellor designee will ensure the following before commencing planning:

    All receipts of any program will be collected by Conferences & Institutes with direct costs of the college or department included as part of the program expenses; revenues will be returned to the sponsoring college(s) according to specific program agreements.

    Publicity, promotion, and marketing materials dealing with the approved program and bearing the name of the University must be reviewed and approved by the academic coordinators of the program and the Outreach/Campus representative as designated by the University Editor (per Policy AD61 "University Communications Through Advertising, Publications and Media Relations") before release/ distribution.

    ADMINISTRATIVE RESPONSIBILITY:

    The Vice President for Outreach and Vice Provost for Online Education, in conjunction with the College Assistant/Associate Deans responsible for outreach programming, and the Vice President for Commonwealth Campuses in conjunction with the Chancellor’s designee has overall responsibility for all approved programs. The Conferences & Institutes and Chancellors’ designees will have general administrative responsibility for the operation and delivery of all approved programs. These individuals will establish budgets, arrange and/or contract for registering participants into the official non-credit registration system, and arrange and/or contract for the required planning activities, services, and amenities associated with the program.

    EXCEPTIONS:

    This policy does not apply to the following:

    In the event that it is in the interest of the University for a program to be supported outside of Conferences & Institutes or the Chancellor designee, an exception may be pursued by the unit seeking to manage its own program.  An exception requires the approval and support of the College Associate Dean/Chancellor, the Financial Officer, Risk Management Office, and Youth Programs Compliance Specialist (if applicable).  Exceptions must have a valid rationale.  The AD03 Exception Application must be completed.

    NOTE: While the policy provides for these exemptions, services of Conferences & Institutes or Chancellor designee are available to these groups if requested.

    NON-EDUCATIONAL PROGRAMS:

    Any request for using the University facilities not related to an educational program or service shall be referred to the Office of Strategic Communications. (See Policy AD02, Non-University Groups Using University Facilities.)

    FURTHER INFORMATION:

    For questions, additional detail, or to request changes to this policy, please contact the Office of the Vice President for Outreach and Online Education or the Office of the Vice President for Commonwealth Campuses.

    CROSS REFERENCES:


    Effective Date: December 5, 2016
    Date Approved: December 5, 2016
    Date Published: December 8, 2016

    Most recent changes:

    Revision History (and effective dates):

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