Introduction

Entries in this job indicate that a student has enrolled or changed their Enrolment since the current job was last run. They are automatically created when such a change takes place.

Fee Assessment is the central process of the Student Finance Subsystem. This job is one of the two methods of running the Fee Assessment routine - FINJ3001 and FINJ3500 are different 'front ends' to the same process. The present job is the more automated, can only be run in batch mode, and allows minimum selection by parameter.

Update Process

This section gives a brief outline, in sequence, of the main processing involved in Fee Assessment.

It assumes a good understanding both of the general approach taken in the Subsystem and of the data structures for Fee Types, Fee Categories and Liabilities, Triggers, Calculation Data and Retention Schedules. (Please refer to Understanding Student Finance and the Specialist Overview.)

The FINJ3001 process works from student To Do entries of type FEE_RECALC, ADV_RECALC and GRD_RECALC. As long as there is one unprocessed To Do entry for a student (an entry with no logical delete date recorded), that student will be assessed or reassessed by this process. FEE_RECALC entries are created whenever a Course or Student Unit Attempt is created or changed for a student, with the exception of changes to their Student Status.

The Fee Assessment routine, when accessing Student To Do entries:

• Checks the validity of parameter values at the Run Date (Effective Date)

For each Financial Period specified by parameter,
For each Fee Category with a Fee Period valid at the Effective Date (and in the Financial Period, if specified):

• Checks today is not past the retro date of the Fee Period.
• Finds the Student Course Attempts of all students with To Do entries and with a Fee Assessable Status (currently Course Attempt Statuses of ENROLLED, COMPLETED, DISCONTIN, INACTIVE and INTERMIT are Fee Assessable).
• Students with a Status of DISCONTIN, COMPLETED or INTERMIT may have been enrolled during some part of the Fee Period. The date on which a student discontinued Enrolment is checked to verify this, while a completed Enrolment is Fee Assessable if the Census Date of its teaching period falls within the Fee Period.

• Checks for a match between a Student Course Attempt and/or Unit Set Attempt and/or Unit Attempt and a Trigger.
• For a Unit Trigger (including a unit within a trigger group), checks that the student's unit attempt is Fee Assessable (Unit Attempt Status of DISCONTIN, ENROLLED, COMPLETED or INVALID).
• For a Unit Set trigger (including a Unit Set within a trigger group), checks that the Effective Date is either the same as, or after, the Student Unit Set Attempt Selection Date and not after either the End Date or Completion Date (where set).
• Determines the appropriate Load Calendar.

• If a Student Contribution Amount, check that it is not an Industrial Experience Unit (and therefore exempt from a Student Contribution Amount).
• Determines the value of the Charge Elements represented by the unit in terms of the Charge Method for the fee, and keeps a running total of charge elements across units.

Additionally, for Student Contribution Amounts, the EFTSL for a unit is split by Discipline Group.

(Fee Assessable Statuses for Student Unit Attempts are ENROLLED, INVALID, DISCONTIN and COMPLETED.)

• Calculates the assessed amount for the fee, taking into account that the rate may be determined by:
  • Different course attributes (Course Code, Version Number, Location Code, Attendance Type, Attendance Mode) or Payment Options (Government Student Status as at Census Date, Discipline Band).
  • Element Range values.
  • A Contract Agreement with the student.

For Commonwealth Supported Places, the calculation is based on the rate for each relevant Discipline Band if students are liable for differential Student Contribution Amounts. Discipline Groups match to particular Discipline Bands, and a running total of the student's Contribution Amount across different bands is kept.

For each Fee Liability assessed:

• Writes an Assessment Transaction Record (representing the student's liability for this fee) to the database if this is a first time assessment.

Or, if assessments already exist:

• Checks the student's current debt situation:
  • If a more recent assessment exists the student's record is not updated. Otherwise, the Effective Date is written to the database. This ensures that the correct Enrolment details are accessed for statements produced after this run.
• If the last assessment was a manual Fee Assessment no further assessment transaction updates are made for this fee.

• If the current assessment is different from the previous one, a negative or positive adjustment is made and an Assessment Transaction Record written to the database.
• If the adjustment is negative (i.e. the student's debt has been reduced) the Retention Schedule is accessed to determine if an amount over and above the new assessment should be retained, and a retention transaction record is written to the database, if required.

After any Fee Liability Assessment, adjustment or retention (including those manually assessed):

• Checks whether tax applies. If so:
  • Calculates the Tax due on the total assessment amount now stored, including any retention amount (rather than calculating on the individual transaction).
  • If this Tax balance differs from the previous one stored, a negative or positive Tax transaction is written to the database
• Deletes processed entries from the Student To Do list.

Notes: The transaction records created by this process:

• Can be seen in the form Manual Fee Assessment (FINF3610) or the inquiry form FINF9120, accessed via FINF9100 or FINF9200.
• Are the basis for ascertaining a student's assessed debt wherever used in the subsystem.

For VET, VET-TUIT and ADVSTND Fee Types

For fees with a System Fee Type of VET and VET-TUIT with a Management Level of UNIT, the Fee Assessment rate is matched against values defined in the student's enrolment details, as follows:

• Funding Source is matched against the Student Unit Attempt Funding Source or Student Course Attempt.
• Concession is matched against the Person Concession record as at the Unit Activity Start Date.
• Course Category is matched against the Course Categorisation (CRSF1270) for the course version of the Student Course Attempt (SCA). If a Course Offering Instance Category Override (CRSF1530) record exists for the context academic year, this will be used.
• Fee Maintenance is matched against the Student Course Attempt Fee Maintenance indicator (see the Skills Reform step in ENRF3000).

When a fee with a system Fee Type of ADVSTND is assessed, the new Fee Assessment rate is matched against values defined in the student's enrolment details, as follows:

• Funding Source is matched against the Student Course Attempt Funding Source.
• Concession is matched against the Person Concession record as at the Granted Date of each individual item of Advanced Standing.

For more information about fee assessment for VET, VET-TUIT and ADVSTND Fee Types, see (FINJ3500).

Fee Capping

Fee capping currently occurs for VET and VET-TUIT Fee Types only. The process is outlined in the Fee Capping Process.

Note: The following individual student Fee Assessment processes also process VET fees: Record Enrolments (ENRF3000), processing applicants through the Admissions system (via ADMF3660), On-Demand Statement of Account (FINF6125), Process Fee Assessments from Student To Do Entries (FINJ3001), Advanced Standing (ADVF4200), Graduand Details (GRDF4200), and Callista Connect.

Commencing Students and Effective Date

Students are generally enrolled in units before the start of their course. For these students, changes in Enrolment prior to commencement may create a ToDo record.  

As long as these students are due for assessment in a current Fee Period, the system will substitute the student’s course commencement date for the Effective Date of the course attempt (SCA) if the original Effective Date falls before the commencement date. This ensures that correct Enrolment details are recorded for these students and used by subsequent finance jobs. In this scenario, the following applies:

• Assessment is based on units with an Enrolled Date on or before the new Effective Date (the Commencement Date). Units recorded with an Enrolled Date later than this are not assessed.
• For students enrolled in more than one course, the latest of the Course Commencement Dates in the Fee Period is used.
• For institution fees, the latest of a student’s SCA Commencement Dates in a relevant Fee Period is used. A relevant Fee Period is one where the institution fee is a liability.
• When discontinuing units before commencement, the System ensures that students are only liable for retention amounts appropriate to the schedule in effect at the original Effective Date (if any).

Run Details

Method:

This job can only run in batch mode, through the Job Control and Scheduling Subsystem. It may be set up to run as a standing request in the JBS Subsystem. When run through this job (FINJ3001) a fee trace report is not produced.

Note: Running the same process via the other 'front-end', FINJ3500, does not clear entries in the To Do list.

FINJ6111 (to create students' individual payment schedules) may be set up as a dependent job. However, note that FINJ6111 sets the dates by which individual students should make payment of fees. It is therefore necessary to produce Statements of Account and Sponsor Summary Statements in a timely manner after running FINJ6111. Refer to documentation about Creating Person Payment Schedules for more information.

The Process Fee Assessments From Student To Do Entries block contains:

Parameters Tab

• Financial Period (LOV)
• Fee Assessment Period (LOV)
• Process Enrolment Fee Assessments check box
• Process Advanced Standing Fee Assessments check box
• Process Graduation Fee Assessments check box
• Prevent Fee Assessment after Loan Draw Down check box

Rules/Notes:

The Fee Assessment routine is the initial process in a Fee Period cycle. All other fee processes are consequent upon it.

The job may be run with FINJ6111 (to create students' individual payment schedules) as a dependent job. To do so, however, has certain ramifications - see above.

At least one of the following process indicators must be set for the job to run:

• Process Enrolment Fee Assessments
• Process Advanced Standing Fee Assessments
• Process Graduation Fee Assessments

The Process Advanced Standing Fee Assessments and Process Graduation Fee Assessments check boxes are only displayed if there are corresponding ADVSTND or GRADUATION fees.

The 'Fee Assessment if Deferred Transaction Exists' sub block has been removed as the parameters are no longer in the parameter form and therefore, redundant. This has been replaced with the Prevent Fee Assessment after Loan Draw Down check box. This means institutions cannot use old requests to create a new one. If required, a new request can be re-created in Maintain Request Details (JBSF5210). This check box default is 'N'.

A Financial Period and/or Fee Assessment period may be selected.

Rules/Notes:

The % symbol indicates that all values will be selected for that parameter.