1. Develop institutional plans that respond to and support 1) constituent needs and 2) the Extension Statewide Plan (ESP).
  2. Conduct courses according to the principles outlined below:
    1. Institutional Provost/Vice Chancellors, or their designee, are responsible for assuring that what is offered in Fund 104-2 is consistent with UW policies. They will ensure that their institution’s enrollment and tuition targets are met and Fund 104-2 will be used for the defined purposes. The CEEC representative must work closely with the Provost/Vice Chancellor in this effort.
    2. Courses must be applicable toward a degree or certificate either offered by that institution on its own or as part of an approved collaborative agreement involving another UW institution, even though the registrant may not be seeking a degree or certificate.
    3. Courses must meet the standards for instruction, content, student expectations, and evaluation that exist for the same coursework offered within the institution’s authorized degree programs. Departments are primarily responsible for assuring equivalent quality for these courses and those offered on-campus.
    4. Courses should utilize regular faculty, where possible, in accordance with UW System Administrative Policy 165 (SYS 165), Academic Year Definition And Assorted Derivatives.
    5. UW-Extension assures statewide coordination by working with institutions in the development of institutional plans that are consistent with the Extension Statewide Plan (ESP) developed collaboratively by all institutions.
    6. This fund also provides an option for institutions to develop collaborative courses and/or programs to serve adult learners unable to attend on-campus during the week. These experimental efforts must be specifically approved by the offering institution(s)’ Provost/Vice Chancellor(s), UW-Extension’s Provost/Vice Chancellor, and, where required by UW System Administrative Policy 102 (SYS 102), Policy on University of Wisconsin System Array Management: Program Planning, Delivery, Review, and Reporting, by the UW System Administration Office of Academic Affairs.
  3. Manage the annual Fund 104-2 allocation made by UW-Extension.
  4. Report 104-2 data specified in the CDR and other reporting processes.
  1. Work with the UW institutions to develop institutional plans and the Extension Statewide Plan for credit offered through Fund 104-2. The ESP will be periodically revised and will indicate areas of needs and priorities.
  2. Assist the UW institutions in carrying out their institutional plans through inter-institutional agreements.
  3. Monitor collaborative and coordinated statewide program planning for 104-2 credit offerings.
  4. Manage systemwide allocation of Fund 104-2 expenditure authority.
  5. Provide systemwide accountability through the review and evaluation of CDR data provided by UW System Administration and additional data collected by and reported to UW-Extension by the institutions. Assess outcomes compared to original plans for offerings, locations, enrollments, use of resources, and program outcomes.
  1. Assist UW-Extension in the collection, assessment, and utilization of CDR data needed to oversee the fund.
  2. Assist UW-Extension in monitoring the use of Fund 104-2 to ensure compliance with this policy.

The institution’s Provost/Vice Chancellor for Academic Affairs is responsible for overall coordination of credit programming for the nontraditional market. The Provost/Vice Chancellor for Academic Affairs, in consultation with the CEEC representative is responsible for internal coordination of planning and budgetary oversight for the use of Fund 104-2.

Collaborative programming is encouraged. UW-Extension will monitor 104-2 data to assure that there is not unnecessary duplication of offerings. When questions arise, UW-Extension will resolve the matter with the involved institution’s designated institutional representative and/or Provost/Vice Chancellor.


Systemwide and institutional plans will guide the allocation of expenditure authority for Fund 104-2 from UW-Extension to the other institutions. The institutions are responsible for managing their annual
allocation, collecting tuition, monitoring expenditures, providing for compensation of instructional
costs, and justifying to UW-Extension the assessment of other costs to be charged against Fund 104-2. Therefore, charges in 104-2 must be based on at least full cost recovery and may be higher than regular tuition.

Costs covered by 104-2 funded credit courses should include salary and fringe benefits for faculty, other instructional and program staff, travel expenses, instructional materials, media production and access charges, and promotion. They may also include course development costs, support staff, and other assignable costs.


For the purposes of this policy, the following terms are understood to have the following meaning:

UW System Administrative Policy 165 (SYS 165), Academic Year Definition and Assorted Derivatives includes policies on such relevant items as faculty appointments, compensation to faculty, unanticipated faculty assignments and off-campus credit instruction. The latter section references ad hoc instruction and is supplemented by the Administrative Appendix to SYS 165 that includes “Definitions of Part-of-Load/Ad Hoc/Overload Appointments and their Application for Use with Section 6.e. Relative to arrangements for staffing off-campus credit courses.” The appendix concludes with a section titled “Provisions for Part-time Teaching Staff (either on part-of-load or ad hoc appointments as defined above for Section 6.e. of SYS 165, Academic Year Definition and Assorted Derivatives).

EXTENSION STATEWIDE PLAN (ESP). The development of the ESP is a two-step process. First, each institution develops a plan for its use of Fund 104-2. These plans focus on the intended audience, identified educational needs, delivery methodologies, involved disciplines, planned offerings, locations, anticipated outcomes, and identification of necessary resources. Secondly, these plans are combined with additional demographics and resource analyses by UW-Extension and used in working with the institutions to develop and continuously update the ESP for the most effective use of Fund 104-2.

FUND 104-2. This fund is used to offer credit programs of an experimental/pilot nature, courses not specifically associated with a program and credit courses for high school students as defined on page one of this document. The fund is administered through UW-Extension but managed at each institution.

Each year UW-Extension transfers program revenue spending authority, FTE authority, and a very limited amount of General Purpose Revenue (GPR) according to plans prepared by each institution. The institution uses these resources to offer credit courses consistent with this policy and the mutually agreed upon plans. The fund is almost totally operated on generated program revenues.