Purpose

To create and maintain a Fee Assessment Rate or set of rates applying to a fee

SubSystem

Finance

The rates shown in this form are used by the Fee Assessment Routine (FINJ3500, FINJ3001) in the basic 'number of elements * rate' calculation to arrive at a student's liability for a particular fee. A rate is always a rate per element.

A discussion of rates as a component of fee calculation in the Assessment Routine is given in the Calculations section of the Specialist Overview. Additional information and examples are given in the Rates section of Special Topics.

Levels. (See Levels in Special Topics for background information.)

Assessment Rate data can be attached at either FTCI level, with the rate(s) for a fee applying irrespective of category, or at FCFL level, in which case the rate or rates apply to the fee only within the category selected. Some fees must be specified only at FTCI level. These are:

• Fees with a System Fee Trigger Category of INSTITUTN, because by definition these fees are levied once across all the Course Attempts of students at the institution, regardless of their Fee Category
• Fees with a System Fee Type of COMSUPPORT (HECS), because Student Contribution Amounts, including differential Student Contributions, are standard for all eligible students.

Other than these, rates can exist at either level, but not at both levels for the same Fee Type.

Level access. The form is accessed

• At FTCI level through FINF2100, via the Fee Type Calendars button (bottom right) and then the Assessment Rates button (bottom, 2nd row from left)
• At FCFL level through FINF2800, via the Fee Liabilities button (bottom right) and then the Assessment Rate button (or the FTCI Assessement Rate button) (centre top button)

The FTCI Assessment Rate button is displayed when Apportionment data is already entered at FTCI level. The form can still be accessed from FCFL level, but only to display the existing data.

Multiple Rates

Within a level, Multiple Charge Rates can be set up for a single fee depending on various Course Attempt attributes (Course, Course Version, Location, Attendance Type, Attendance Mode), Unit Attempt attributes (Unit, Unit Version, Unit Location, Class), Cohort, or Government payment classifications. For instance, the rate of a general service fee may depend on the location at which a student is studying, while Student Contribution Amounts applying after the introduction of differential Student Contributions vary according to Government Discipline Bands. Care needs to be taken when setting up these attributes and payment characteristics that the circumstances of all students due to pay the fee are covered by one or other of the permutations. This is documented in more detail in the Rates section of Special Topics.

The Fee Calendar Instance block contains:

• Calendar Type
• Start Date
• End Date
• Fee Type
• Fee Category
• Currency
• Chg Method

The Fee Assessment Rate block contains:

• Rate Number
• Apply at unit level check box
• Include deleted rates check box
• Course Code
• Version
• Course Title
• Location Code
• Att Type
• Att Mode
• Rule
• Unit Class
• Govt Student Status
• Govt Discipline Band
• Charge Rate
• Order Of Precedence
• Deletion Date

  Button

• Back

Rule/Notes:

For the Fee Assessment Rate block, the Unit Details button is disabled if the Discipline Band field is populated and the System Fee Type is COMSUPPORT.

For the Fee Assessment Rate block, the Course Code, Version, Course Title, Location Code, Att Type, Att Mode, Rule, and Unit Class fields are disable if the System Fee Type is COMSUPPORT.

Validations for Fee Assessment Rates include

• The Discipline Band can only be specified if the System Fee Type if TUITION

The Fee Calendar Instance block identifies the Fee Period and level for which the rate or rates are relevant for the selected fee. If the Fee Category field is blank, the rate data is operating at FTCI level, but with a category shown, the data operates at FCFL level.

The Currency is displayed if available in the calling form. If not shown, the local currency applies to any rate recorded here, and can be found in the Maintain International Currency Codes form, FINF1410.

The Charge Method indicated the kind of element involved in the calculation. For example, if the Charge Method is CRPOINT, the rate applies per Credit Point.

Rules/Notes:

The Charge Rate defined in this form is the rate per element used in the calculation whose rule is given in the calling form. An element may be a Credit Point, a Unit, or an EFSTL value, depending on the Charge Method stipulated for the fee. For fees with a Charge Method of FLATRATE, the element value is always 1.

Fees with a System Fee Type of TUITION or OTHER may have rates that vary according to permutations of Course Code, Version Number, Location Code, Attendance Type, Attendance Mode, Rule, Unit, Unit Version, Unit Location and Class. When any of these attributes are used to define a rate, and the attributes are not mutually exclusive, an order of precedence must be given - a rate with the precedence number 1 will be used in preference to one with the precedence number 2, where both might apply. Unit Assessment Rates must have a higher order of precedence than course rates.

Fees with a System Fee Type of COMSUPPORT (HECS) or TUITION may vary by Government Student Status, and Student Contribution Amounts may vary by Government Discipline Band within a payment option.

A TUITION rate can combine elements from both course attributes or Student Status characteristics.

Where a record with identical criteria but a different rate is required for use against an element range (see FINF2852), the rate for use against a range should have an order of precedence of lower priority than the corresponding normal rate. Rates specifically for element range use are usually flat rates.

For a discussion of the implications of using these Course attributes, Unit attributes, Cohorts and Government classifications, see the Rates section in Special Topics.

The Cohort Details button is only displayed when a rate has been defined for a Cohort of students. The Cohort Description pop-up form gives the rule and the explanation for the Rule that is defined. See GENF1000 for Cohort rules.

The Unit Details button is dynamic and it will only be displayed when the System Fee Trigger Category is UNIT. The button will display [+] when a rate has been defined for a Unit and/or Unit Version, Unit Location and/or Class in the Unit Fee Assessment pop-up form.

Rates can be logically deleted. If they are, any dependent element range rates are also logically deleted. A Deletion Date is supplied by the System. To see rates that have been logically deleted, select the Include deleted rates check box and re-query.

Rules/Notes:

Locations available here have a System Location Type of CAMPUS.

Location Codes are specified in the Organisational Structure Subsystem (ORGF0131).

Course/Unit Code, Version Number, Attendance Mode, Attendance Type, Unit Location, Unit Class are specified in the Course Structure & Planning Subsystem (CRSF1210, CRSF1160, CRSF1170, CRSF2210, CRSF2500).

Rules are specified in Maintain Cohorts (GENF1000).

Available Govt Student Statuses are listed in Maintain Government Student Status, ENRF0161.

Fees with a COMSUPPORT (HECS) System Fee Type can only use Govt Student Status and Govt Discipline Band criteria.

Fees with an OTHER System Fee Type can only use course attributes.

Fees with an INSTITUTN System Fee Trigger Category cannot use the Course/Unit Code and Version Number attributes.

Unit Assessment Rates are only applicable for fees with a UNIT System Fee Trigger Category and Charge Method of PERUNIT, EFSTL or CRPOINT.

The Assessment Routine either derives a student's Location, Attendance Type and Attendance Mode for a Course Attempt from an examination of Enrolled Units in the relevant Fee Period, or uses the attributes nominated by the student at the time of admission or unconfirmed enrolment (see Derived versus nominated attributes in Special Topics). In determining applicable Charge Rates, course attributes in this form are matched to

• Nominated Student Course Attempt attributes where the assessment is predictive (the student is not currently enrolled for the Fee Calendar Instance concerned)
• Derived Student Course Attempt attributes for enrolled students

In some circumstances, rates given here affect individual assessment contracts with a student. See documentation in the Maintain Contract Fee Assessment Rates form (FINF2900) for details.

Logically deleted rates are not rolled over. However, rates are not re-numbered to take account of deletions.

Only the charge rate and one fee assessment rate can be defined for Fee Types mapped to the System Fee Type ADVSTND.

HECS related fields cannot be defined for system fee type VET.

Unit Class can only be specified for Fee Types mapped to the System Fee Types VET or OTHER when the Apply at Unit Level is checked.

Leave the Apply at Unit Level unchecked if you need to define the Course Code, Location Code, Attendance Type, Attendance Mode or Cohort Code.

If a rate has been defined with the Apply at Unit Level check box set then all rate definitions for that FTCI must have the indicator set. The same rule applies if the check box is not set