Purpose

To enable insititutions to create and maintain Fee Type Group Calendar Instance Fee Cap records.

SubSystem

Finance

This form is used to create and maintain Fee Type Group Calendar Instance fee cap records that will enable the Fee Assessment process (FINJ3500) to use defined matching criteria to determine which fee cap to apply.

The fee assessment process when determining the correct cap to use matches attributes defined against the Fee Type Group Calendar Instance fee cap record in this form, to those defined against various aspects of the Student Course Attempt (SCA) including the Funding Source, Course Type and Course Category.

This form is accessed via the Fee Cap button on the Maintain Fee Type Group Calendar Instance form (FINF2120).

The Fee Type Group Calendar block contains:

• Fee Type Group
• Calendar Type
• Start Date
• End Date

Fee Cap block contains:

• Cap Number
• Fee Maintenance (poplist)
• Course Category (LOV)
• Concession Type (LOV)
• Funding Source (LOV)
• Minimum Assessment
• Maximum Assessment
• Order of Precedence

Rules/Notes:

The fields in the Fee Type Group block are display-only fields.

A Fee Cap Calendar Type is set up for a Fee Type Group in FINF2120.

The Cap Number is system-generated.

A Fee Cap record can be created with a Minimum or Maximum Assessment (i.e. fee cap amount) specified for one, all, or a combination of the following attributes:

• Fee Maintenance - Matches against the Fee Maintenance checkbox for the SCA in ENRF3000.
• Course Category - Matches against the Course Category defined in CRSF1270 (or in CRSF1530 if an override is defined in the assessment year).
• Concession Type - If specified, the fee assessment process uses the concession defined in ENRF32Y0 at the Activity Start Date of the unit.
• Funding Source - Matches against the Funding Source defined in the SCA. Note that a Funding Source may be set up to represent an Apprenticeship/Traineeship in STAF1127.

Min/Max Assessment amounts specified for the attributes listed above, must be within the Min/Max Overall Assessment range specified in FINF2120.

A Fee Cap record can be created with neither a Minimum nor Maximum Assessment specified. In this case, there would be no applicable cap for that combination of attributes.

The Order of Precedence field is used to record the order of precessing for fee assessment. For example, if cap amounts are recorded for a particular combination of attributes (Fee Maintenance, concesssion, Funding Source) then you can give this combination an Order of Preference of '1' to ensure fee assessment considers this combination first when looking for a match for fee capping purposes. (For example, victorian institutions might set the Order of Precedence to '1' for fee cap records for 'Skills Deepening' courses'.)

Validations:

• A Fee Cap already exists for this combination of Fee Maintenance, Course Category, Concession Type and Funding Source. Combination must be unique.
• The order of precedence must be unique for the caps specified within a Fee Type Group Calendar Instance.
• The Maximum Assessment Amount cannot be greater than the Overall Maximum Assessment amount for the Fee Type Group Calendar Instance.
• Minimum, if defined, must be less than or equal to the maximum, if defined.

Related Help pages:

• Maintain Fee Types FINF2100
• Maintain Fee Type Group Calendar Instance (FINF2120)
• Maintain Fee Type Groups (FINF2105)
• Fee Assessment process (FINJ3500)