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Fee Calculation: Just the Facts!

Fee Calculation: Just the Facts!. Becky Phillips and Linda Stokes BAR 101 April 21, 2006 Renton Technical College. Center for Information Services. Fee Calculation Components Fee Calculation Tables Class Fees SMS Screens Fee Calculation Facts Fee Calculation Errors

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Fee Calculation: Just the Facts!

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  1. Fee Calculation:Just the Facts! Becky Phillips and Linda Stokes BAR 101 April 21, 2006 Renton Technical College Center for Information Services

  2. Fee Calculation Components Fee Calculation Tables Class Fees SMS Screens Fee Calculation Facts Fee Calculation Errors SID/Customer ID Change Process Fee Calculation: Just the Facts! Center for Information Services

  3. Fee Pay Status Tuition Calculation Table Fee Code Table Fee Calculation Components Center for Information Services

  4. Fee Pay Status Code to determine the tuition paying category of a student or a class A student can have multiple Fee Pay Statuses: Biographic Quarterly Enrollment Fee Calculation Components Center for Information Services

  5. Classes can have a fee pay status or not. If they do not, tuition rate is determined from the student’s fee pay status. If they do, the class fee pay status determines the student’s tuition rate. Student’s fee pay status can also be looked at for MIS reporting purposes. Special reporting category such as Running Start Fee Calculation Components Center for Information Services

  6. Fee Calculation uses fee pay status in this order: Combo Class Student Fee Calculation Center for Information Services

  7. Fee Calculation Combo – fee codes are determined from the Tuition Calculation table, BM1010 Center for Information Services

  8. Combo example: Student with a quarterly fee pay status of 23 (refugee-resident) enrolls in one class that has been overridden at registration with a fee pay status of 18 (over 18 credits exempt resident). Student is charged the fee code of *X for that one enrollment. *X is the fee code attached to the fee pay status of 18. Fee Calculation Center for Information Services

  9. Class fee pay status – entered on the Course Schedule screen (IS1001) Fee Calculation Center for Information Services

  10. Class example: Student with a quarterly fee pay status of A1 (vocational supplemental) enrolls in a class with a fee pay status of 99 (non-tuition class). Student is charged the fee code T0. T0 is the fee code attached to the fee pay status of 99. Fee Calculation Center for Information Services

  11. Student fee pay status – quarterly record on the Registration screen, SM7001/A. Fee Calculation Center for Information Services

  12. Student example: Student with a quarterly fee pay status of 01 (resident tuition) enrolls in a class without a fee pay status. Student is charged the fee code of TR. TR is the fee code attached to the fee pay status of 01. Fee Calculation Center for Information Services

  13. Tuition Calculation Table (BM1010) The Tuition Calculation Table is used to identify the fee codes related to a Student Fee Pay Status and/or a Class (Enrollment) Fee Pay Status. • A Fee Pay Status is: • A tuition category or classification assigned to a student or a class • or - • The combination of student and class for the purpose of calculating the fees Center for Information Services

  14. Tuition Calculation Table (BM1010) The list function on the Tuition Calculation Table • Use the list function to scroll through all existing fee pay statuses. • Only FPS’s and Combinations that exist on this table may be used on SM700A (Registration screen). Center for Information Services

  15. Tuition Calculation Table (BM1010) The list function on the Tuition Calculation Table (continued) • You may identify attributes such as the standard and waiver fee codes, the supplemental fees, and the supplemental tuition fee codes attached to each FPS. Center for Information Services

  16. Tuition Calculation Table (BM1010) The list function on the Tuition Calculation Table (continued) Center for Information Services

  17. Tuition Calculation Table (BM1010) The Tuition Calculation Table is divided into five sections: • The first section (Fee Pay Status) and fourth section (Supplemental Fees) of the screen are college-controlled fields. • The second (Standard), third (Waiver) and fifth (Supplemental Tuition) sections of the screen are system-controlled fields. Center for Information Services

  18. Tuition Calculation Table (BM1010) • In the first section which is college controlled: • Users are allowed to inquire by entering their College Code, Student Fee Pay Status, Class Fee Pay Status, or a combination of Student/Class Fee Pay Status. • In the third section which is also college controlled: • Users may add, change, or delete supplemental fee codes for any of the fee pay statuses by pressing the [F3] Change function key after entering a FPS. Center for Information Services

  19. Tuition Calculation Table (BM1010) In the second, third and fifth sections which are system controlled: • Users are allowed to inquire by entering their College Code, Student Fee Pay Status, Class Fee Pay Status, or a combination of Student/Class Fee Pay Status and pressing the [F4] Inquire key. • Values in the fields in these sections are display only. Center for Information Services

  20. Tuition Calculation Table (BM1010) In the FEE PAY STATUS section: The STUDENT fee pay status field identifies the type of tuition charged to a student. For example: • Resident • Non-resident • Viet Nam veteran • High School Completion Center for Information Services

  21. Tuition Calculation Table (BM1010) In the FEE PAY STATUS section (continued): Center for Information Services

  22. Tuition Calculation Table (BM1010) In the FEE PAY STATUS section (continued): The CLASS fee pay status field identifies the category of tuition charged for a class. For example: • EMT • ABE/ESL • GED Prep Center for Information Services

  23. Tuition Calculation Table (BM1010) In the FEE PAY STATUS section (continued): Center for Information Services

  24. Tuition Calculation Table (BM1010) The STANDARD section: Identifies the fee codes used by fee calculation for regular transactions (as opposed to waiver transactions). The STANDARD FEE CODE field contains the fee code that is assigned to a specific fee pay status. • For example, if we are looking at FPS 01, the standard fee code assigned is TR (Resident Tuition). Center for Information Services

  25. Tuition Calculation Table (BM1010) The STANDARD section (continued): The STANDARD FEE LIMIT field identifies the maximum number of units (credits, course, etc.) that will be charged to the fee code. • For example, for FPS 01 and fee code TR, the maximum number of credits is 18. • Because of the change in how we now calculate 11-18 credits, fee code +G is used for FPS 01 for 11-18 credits. Center for Information Services

  26. Tuition Calculation Table (BM1010) • The STANDARD section (continued): • In order to accommodate the change made to the calculation for 11-18 credits, a fifth section (Supplemental Tuition) was added to the table. • The Supplemental Tuition section is also system controlled, but may be viewed when the inquiry function key is pressed to display a valid FPS. Center for Information Services

  27. Tuition Calculation Table (BM1010) The STANDARD section (continued): The STANDARD LIMIT TYPE field is an informational label only. It is not used by the fee calculation process. The STANDARD OVER LIMIT FEE CODE identifies the fee code used when the units exceed those specified in the STANDARD FEE LIMIT FIELD. • For example, looking at FPS 01, the over-limit fee code used is TP when a student’s units exceed 18 credits. Center for Information Services

  28. Tuition Calculation Table (BM1010) The WAIVER section: Determines the calculations used for fee pay statuses that have tuition calculation waivers associated with them. • The WAIVER STANDARD FEE CODE field identifies the standard fee code for which fees would have been charged if the fee pay status had not resulted in a tuition waiver. • The WAIVER OVER LIMIT FEE CODE field identifies the fee code used for a tuition waiver when the units exceed those specified in the STANDARD FEE LIMIT field. Center for Information Services

  29. Tuition Calculation Table (BM1010) The WAIVER section (continued): The FAPC CODE field identifies the financial aid program code assigned to a tuition waiver. The WAIVER CALCULATION IND fieldhas two values: • If F for full waiver is displayed, the tuition waiver is to be calculated for the full amount of the tuition and no charges will display on BM1600. • If D for partial waiver is displayed, the difference between the full amount and the actual amount charged will be calculated, and the amount the student has to pay will display on BM1600. Center for Information Services

  30. Tuition Calculation Table (BM1010) The WAIVER section (continued): Center for Information Services

  31. Tuition Calculation Table (BM1010) The fourth section, SUPPLEMENTAL FEES: Allows the colleges to add additional supplemental fee codes to any fee pay status. • The MIN column is used to identify the minimum number of units a student must be enrolled in before the student will be charged for the supplemental fee code. • Calculation will begin when the student’s enrolled units are equal to, or greater than the MIN value. Center for Information Services

  32. Tuition Calculation Table (BM1010) The fourth section, SUPPLEMENTAL FEES (cont): • If there is a value in the MAX column, the charges for that fee code will be calculated only for values exceeding that amount. • If you want to begin charging a supplemental fee after a student has enrolled in 19 or more units, you enter 19 in the MIN field and 18 in the MAX field. • Charges will begin calculating at 19 units and continue until the amount reaches the maximum value on the Fee Code Table (BM1001). Center for Information Services

  33. Tuition Calculation Table (BM1010) The fifth section, SUPPLEMENTAL TUITION: Added to enable the colleges to charge tuition for the 11-18 credits for specified fee pay statuses. • The MIN (minimum) and MAX (maximum) columns are used to determine the range for the units (for example, credits, hours, courses). • The Fee CD (fee code) column identifies the fee code that will be used for the calculation. Center for Information Services

  34. Fee Code Table (BM1001) The Fee Code Table is one of the required tables for Cashiering and Customer Accounts. • The fee calculation process edits the Fee Code Table when generating charges for customers. • A fee code is a two-digit alpha/numeric, alpha/alpha, or numeric/numeric code that identifies a type of charge. For example: • Incidental fees code: 1N, 99 • Tuition code: TR, A1 • Class fee code: 12, BB Center for Information Services

  35. Fee Code Table (BM1001) • The Fee Code Table is used to: • Determine whether or not to update the Customer Accounts database. • Assign a fee class. • Establish the fee rates, minimum, and maximums for a specific fee code. • Determine the order in which fees are to be paid. • Attach a debt type (if it is to be different from the default value). • Generate a revenue or an expenditure account structure. • Define a refund schedule. Center for Information Services

  36. Fee Code Table (BM1001) A tuition fee code with attributes: Center for Information Services

  37. Fee Code Table (BM1001) The CIS/State Board reserves a group of specific fee codes for tuition (T’s, +’s, *’s). All others are college defined. • The colleges control all of the attributes associated with fee codes for both CIS/SBCTC and college defined fee codes. • There are certain attributes the colleges are required to use when entering values for the tuition fee codes (which are communicated to the colleges by the State Board or the CIS). Center for Information Services

  38. Fee Code Table (BM1001) The following fields on the fee code table affect the fee calculation process: • FEE MAX (Fee Maximum) • YRS EDIT (Years Edit) • REFUND IND (Refund Indicator) • DEBT TYPE (Debt Type) • The Account Code Structure • REFUND PHASE (Refund Phase) • FEE CD TITLE (Fee Code Title) • UPDATE CA (Update Customer Accounts) • FEE UNIT (Fee Unit) • FEE RATE (Fee Rate) • FEE MIN (Fee Minimum) Center for Information Services

  39. Fee Code Table (BM1001) Fee Code Table Overrides (BM1001) (cont.) The fee code table override screen is accessed from the main fee code screen. • This screen provides alternative fee rates, minimums, maximums, and account structures if these values are different for one or more year/sessions. • If the fee code values are the same for all year/sessions, you do not need to use this screen. Center for Information Services

  40. Fee Code Table (BM1001) Fee Code Table Overrides (BM1001) (cont.) • When colleges schedule the Purge and Rebuild COA Tables job group (FG046R), attributes from the main (default) screen of the current fiscal year are copied into the main screen for the new year and also into the summer quarter override screen. • Only the YRQ’s and account codes are copied into FA, WTR, and SP quarter overrides – not amounts. Center for Information Services

  41. Fee Code Table (BM1001) Fee Code Table Overrides (BM1001) (cont.) • For fall, winter and spring, colleges only need to change the amounts on the main (default) screen – not the override screen. • If our legislators decide to change tuition amounts for fall quarter, the CIS updates the override screen for fall, winter and spring. Center for Information Services

  42. Fee Code Table (BM1001) Fee Code Table Overrides (BM1001) (cont.) Center for Information Services

  43. Financial Aid Program Code Table (BM1002) The FAPC table is used to assign codes and account structures to each financial aid program. • Cashiering can be set up to automatically display the default payment method for a student’s financial aid award. • The cashier can accept this default, or the college can schedule the Auto Application of Financial Aid job to apply the awards in a batch process. Center for Information Services

  44. Financial Aid Program Code Table (BM1002) The FAPC table interacts with the fee calculation process by defining the waiver codes. The W or waiver FAPC’s are system controlled. The CIS adds, changes, or deletes waiver codes for the entire system based on direction from the State Board. Center for Information Services

  45. Financial Aid Program Code Table (BM1002) • Fee calculation waivers are set up with: • No account code • An award package indicator of N (no) • An award disbursement indicator of 8 • 8 is used for non-transferable waivers and can only be used by fee calculation to satisfy waiver charges for which no accounting is to be generated. Center for Information Services

  46. The Waiver Report (BM1719) You may schedule the Waiver Report to print in summary or in detail. • The Waiver Summary (B) provides a report by fee code of the waivers. You may select a date range, an FAPC range, and year/session. • The Waiver Report (A) provides a detailed list of waivers with all transactions. You may select a date range, an FAPC range, and a year/session, and sort by name or ID. Center for Information Services

  47. Financial Aid Program Code Table (BM1002) The Waiver Report (BM1719J) lists the fees that have been waived by either fee calculation waivers (W’s) or by institutional waivers. • Institutional waivers are college-created waivers that are applied by the cashiers. • These waivers should have a 7 (transferable waiver) award disbursement indicator that can be used to generate accounting. Center for Information Services

  48. Financial Aid Program Code Table (BM1002) Institutional Waiver Center for Information Services

  49. Financial Aid Program Code Table (BM1002) The Revenue Indicator field is used to determine whether or not a revenue transaction should be generated along with a financial aid expenditure. The values are N (no) or Y (yes). The account code of the fee code (from BM1001) is used for the revenue transaction. The account code on the FAPC table is used for the expenditure code. Center for Information Services

  50. Financial Aid Program Code Table (BM1002) An additional value for the Prorate Indicator field has been added: • If the value of S is entered into the Prorate Inc field, the State Need Grant will be prorated. • For complete information on why this change was made and how it works within the Financial Aid System, go to: http://www.cis.ctc.edu/wctc/fas/SNG/SNG_Pro_Process.pdf Center for Information Services

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