EXHIBIT EBA.3
UNIVERSITY OF SOUTH FLORIDA
EDUCATIONAL BUSINESS ACTIVITIES
Definitions
1.
Sale of Goods and Services by the University - Administration of (1) sales from integral
activities that furnish to its faculty, staff and students goods and/or services that are
necessary or desirable but not readily available elsewhere in terms of costs, quality, quantity,
timeliness, convenience or other similar considerations or (2) sales from integral activities
that exist to provide an instructional and laboratory experience for faculty and students and
that incidentally create goods or services that may be sold to agencies and the general
public.
2.
Sale of Goods and Services by Direct Support Organizations - Administration of sales from
related business activities which are held primarily for 1) the convenience of the
organization's members; or 2) which consist of selling merchandise received by the
organization as gifts. The following direct support organizations exist at the University:
a.
USF Foundation, Inc. - Primary purpose is to function as the legal conduit for the
acceptance, investment, administration and distribution of private gifts given for the
funding of activities and facilities directly related to the mission, role and scope of
the University of South Florida.
b.
USF Alumni Association, Inc. - Primary purpose is to foster a spirit of loyalty and
fraternity among the graduates, former students and friends of the University, and to
promote their continued active interest in and on behalf of the University. The assets
of the corporation are kept, accounted for, audited, and administered within the
framework of the USF Foundation, Inc.
c.
Sun Dome, Inc. - Primary purpose is to operate, on behalf of the University, the
multi-purpose facility known as "The Sun Dome", for the conduct of University
activities and events and entertainment on behalf of the students of the University,
faculty and staff, as well as the general public. The corporation administers funds
derived from events and activities in the Sun Dome and from other incidental
services as authorized by the University.
d.
USF Research Foundation, Inc. - Primary purpose is to provide means by which
inventions and works may be developed, protected, and applied and utilized in order
that the results of University research will be made available to the public and that
funds will be made available from the commercial application of inventions and
works to be dedicated to the benefit of the University and shared with the
inventor/author.
The corporation administers funds derived from the commercial application of
inventions and works which the University has transferred to the corporation.
e.
University of South Florida Medical Services Support Corporation, Inc. - Primary
purpose is to provide certain non-physician personnel in support of the operation of
facilities which the University owns and/or governs and utilizes for the education,
research and patient care programs of the College of Medicine. The corporation
administers funds paid to it on behalf of the University to procure necessary support
services.
3.
Credit Instruction - Administration of registration fees assessed to students participating in
for-credit programs for educational purposes.
4.
Non-Credit Instruction - Administration of fees for non-credit programs or activities offered
through the School of Extended Studies and Learning Technologies. Specific types of
programs or activities include:
a.
Short Course - A sequential offering, usually under one instructor, meeting regularly
for a specified number of sessions.
b.
Seminar - A meeting of a small group, with a primary emphasis on discussion of a
specific subject, guided by a leader or resource person(s). Generally a single
offering, a seminar may consist of several sessions, held at intervals for a specified
length of time.
c.
Workshop - Usually a meeting for a continuous time period of one or more days. It
combines instruction or experiential activity for participants. Emphasis may be on
skill training rather than on general principles.
d.
Institute - Similar to a conference, but more structured for systematic development
of a theme. Emphasis is on instruction in principles and techniques instead of on
general information.
e.
Special Training Program - A skill program offering a combination of instruction
and practice. The approach is usually more individualized than a workshop. (See
Camps.)
5.
Non-Credit Instruction Approved by a Granting Agency - Administration of fees for noncredit programs or activities offered through the Division of Sponsored Research. Refer to
#4 for specific types of programs.
6.
Off-Campus Study Programs - Administration of collections for travel, lodging, meals and
similar direct costs related to off-campus study programs.
7.
Sponsored Programs - Administration of revenue made available by grants, contracts and
cooperative agreements from third-party sponsors and administered by the Division of
Sponsored Programs.
8.
Contract and Grant Project-Generated Events - Administration of income derived from
activities related to an active contract or grant and administered by the Division of Sponsored Programs. Examples of such activities are sale of journals, ticket revenue from
performances, fees paid to attend conferences/seminars and sale of audio-visual aids.
revenue must be deposited into a Division of Sponsored Programs Project-Generated
income account.
9.
License Fees for Facilities Use - Administration of revenue derived from fees assessed to
university-related organizations/persons and unrelated organizations/persons for occupancy
and/or use of University facilities and/or grounds.
10.
Testing - Administration of revenue collected for a systematic procedure wherein a person's
ability or achievement is measured in a selected area.
11.
University Journal Publications - Administration of subscription revenue from journals
edited and/or produced by USF facility and staff who are assigned such duties.
12.
Conferences and Conventions - Administration of fees for non-credit conferences or
conventions. These programs are general meetings, usually of one or more day's duration
with fairly large attendance. Specific types of programs include:
a.
Conference - There is a central theme but the conference is often loosely structured
to cover a wide range of topics. Emphasis is on prepared presentations by
authoritative speakers, but small discussion groups may be a related activity.
b.
Convention - Attendance is generally limited to the members of a sponsoring
organization or association. There may be a central theme, but a convention is
loosely structured to cover a wide range of topics.
13.
Conferences/Conventions Approved by a Granting Agency - Administration of fees for noncredit conferences or conventions offered through the Division of Sponsored Research.
These programs are general meetings, usually of one or more day's duration with fairly large
attendance. Refer to #12 for specific types of programs.
14.
Camps - Administration of revenue received from non-credit programs or activities offering
a combination of instruction and practice generally offered as, but not limited to, residential
programs during semester or summer schedule breaks.
15.
Admission to Educational/Cultural/Recreational Events - Administration of revenue
collected for events offered by the University which will (a) enhance the cultural or
educational awareness of the participants, (b) provide the opportunity for faculty and
students to practice their crafts, (c) allow the student, through participation, to gain performance experience in an academic program, and/or (d) showcase sports activities. Events
may provide a good or service to participants with a stated value as well as a donation
component.
16.
University Faculty and Staff Events Sponsored by Official University Groups Administration of monies from activities created for the benefit of faculty and staff.
17.
Professional Organization Collections - Administration of monies received by USF faculty
and staff who are officers or custodians of professional organizations. Such accounts may
house funds from editorial, administrative, and/or financial activities.
18.
Student Recreational Events of the University Center and Campus Recreation Department Administration of money for trips sponsored by the University Center and the Campus
Recreation Department.
19.
University Auctions (Surplus Property) - Administration of funds collected from surplus
property auctions.
20.
University Auctions (Fund Raising) - Administration of the sale of goods and services by
Direct Support Organizations which are business-related activities and are held primarily for
the convenience of the Organization's members.
21.
Contribution - A voluntary transfer of money or property that is made with no expectation of
procuring benefit commensurate with the amount of the transfer. The term does not include
payments made by persons in consideration of foods, services, or other substantial benefits
or items of value received from the University of the USF Foundation. The term includes
the amount of any excess of the amount paid by patrons of USF Foundation fund raising
business activities over the fair market value of the privileges or benefits received in
consideration of such payment.
22.
Charitable Fund Raising - (1) revenue that is related incidentally to the USF Foundation's
sponsorship and conduct of events and activities to serve the Foundation's purposes as a
university direct support organization; and (2) revenues from the sale of goods and services
owned or administered by the Foundation (excluding the Foundation's investment activities,
which are not subject to this Statement of Policy and Procedures).
23.
Professional Medical Services - Funds derived from the patient care activities from
members of the faculty of the College of Medicine.
24.
Student Government Activities - Revenue from activities and events conducted by the
University's Student Government operation, including all branches, agencies, officers/employees, and contractors thereof in the course of their function or employment.
25.
Educational Business Activity - Revenue-generating activity from the provision of goods
and/or services. Such activity enhances, promotes or supports the University's instruction,
research, public service and campus support functions and other educational and support
functions in order to meet the needs of students, faculty, staff and members of the public
participating in University events and programs.