Purpose

To make a link between Fee Calendars and Load Calendars that is used by the Fee Assessment Routine in determining a student's Fee Liability.

SubSystem

Finance

For each fee, this form makes a link between a Fee Calendar Instance and one Load Calendar Instance (Note: While Charge Method Apportion is a multi-row block, only one Load Calendar should be linked to the context Fee Calendar). This link between a Fee and a Load Period allows the Fee Assessment Routine (FINJ3500, FINJ3001) to determine:

• Firstly, by an examination of relevant Student Unit Attempts for the Load Period, whether an assessment for an individual student should be made in the corresponding Fee Period, based on the load incurred;
• Secondly, if an assessment is to be made, and the Charge Method is EFTSL, CRPOINT or PERUNIT, what the value is for the 'elements' used in the Fee Calculation.

Fee Calculations are discussed in the Specialist Overview.

Levels

(The 'Levels' concept is explained in Special Topics)

Charge Method Apportionment is specified as either:

• At an FTCI level, in which case the link between Fee and Load Periods relates to the selected Fee irrespective of Category, or
• At an FCFL level, in which case the link only applies to the Fee within the Category selected.

Student Contribution Amounts and institution Fees must have their Apportionment data specified at FTCI level.

Level Access

This form is accessed:

• At FTCI level (FINF2100), via the Fee Type Calendars buttom (bottom right), then the Charge Method Apport button (bottom left), or
• At FCFL level (FINF2800), via the Fee Liabilities button (bottom right), then the FTCI Charge Mthd Apportnmt button (top button of three, bottom left)

Which Calendars?

Only one Load Calendar Instance should be linked to each Fee Calendar Instance for a Fee (despite Charge Method Apportion being a multi-row block). It is generally recommended that Fee Periods closely follow the structure of standard Load Calendars. However, it may be a requirement to create some Fees with a Fee Period that spans several standard Load Calendars. In this case an Aggregate Load Calendar corresponding to the Fee Period can be created to group the spanned standard Load Calendars.

For example, a year long Load Calendar (say LOAD-CAL-Y) can be created to Group Load from First and Second Semester Load Calendars (say LOAD-CAL-1 & LOAD-CAL-2) for the purpose of assessing an Annual Fee in a year long Fee Period.

Other examples are:

A Student Contribution amount will always need to be assessed in accordance with the standard Load Calendar structure. This Fee might be allocated a Fee Calendar Type of FEE-SEM1 (First Semester Assessment) and linked in this form to a single Load Calendar, LOAD-CAL-1, which relates to the same Semester.

However a general Service Fee, GSF, might be assessed only once yearly, and therefore allocated a Fee Calendar Type of FEE-YR. For this Fee, an Aggregate Load Calendar LOAD-CAL-Y, Superior to both LOAD-CAL-1 and LOAD-CAL-2, will be linked to FEE-YR, so that the student loads returned via the Load Calendars for both First and Second Semester are aggregated under LOAD-CAL-Y, and taken into account.

The Fee Calendar Instance block contains:

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

The Charge Method Apportion block contains:

• Load Calendar Type
• Description
• Start Date
• End Date

  Button

  • Back

Rule/Notes:

The Fee Calendar Instance block identifies the Fee Period and level for which the Apportionment is relevant. If the Fee Category field is left blank, Apportionment 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.

For each Fee, use this form to record the Load Calendar Instance that is related to the Fee Calendar Instance shown in the context block.

Deletion of Load Calendar records is possible. However, it is strongly advised not to make changes once Fee Assessment has started for a Fee Period

Rules/Notes:

The instance in Load Calendar Type is selected from Calendars with a System Calendar Category of LOAD, and a Calendar Status of ACTIVE.

Fees with a System Fee Type of COMSUPPORT (HECS), or a System Fee Trigger Category of INSTITUTN must have Apportionment specified at FTCI level.

Only one Load Calendar should be specified per Fee Calendar Instance.