Special Topics

In this section:

Levels
Summary of 'level' information
Rates
Derived versus nominated course attributes
Credit
HECS Payment Options
Postgraduate Education Loans Scheme (PELS)
Bridging For Overseas Trained Professionals Loan Scheme (BOTPLS)
Fee disbursement examples

NOTE: This section provides either summary information for quick reference, or supplementary information. In either case, a good understanding of the Student Finance subsystem is assumed.

Levels
	Calculation and schedule data can be stored in the database at more than one level, with the level at which it is stored determining the scope of a fee. Different forms and screens act as different 'gateways', each of which allows the entry and access of data at one of the levels.
	Calculation Example	As a very simple example, consider a computer access fee with the fee type COMP-ACC. This fee has been assigned to two categories: INTRNTL-UG and DOMESTC-UG. Assume that this fee is to be charged at a flat rate of $75 in the FEE-SEM1 fee period.
		If the rate is entered using the Maintain Fee Types form (FINF2100), then it will apply to both the INTRNTL-UG and DOMESTC-UG categories and therefore to students in both these categories.
		If the rate is entered using the Maintain Fee Categories form (FINF2800) with DOMESTC-UG selected, then that rate will only apply to students in the DOMESTC-UG category.
	Schedules Example	Schedules can potentially be set up at three levels. To use the payment schedule as an example of scheduling the COMP-ACC fee described above:
		If a schedule is set up using the Maintain Fee Types form (FINF2100), then students in both the INTRNTL-UG and DOMESTC-UG categories will pay the fee at the same time.
		If a schedule is set up using the first screen of the Maintain Fee Categories form (FINF2800) with DOMESTC-UG selected, students pay the COMP-ACC charge at the same time as they pay other fees in the DOMESTC-UG category.
		If a schedule is set up using the second screen of the Maintain Fee Categories form (FINF2800) with DOMESTC-UG selected, the COMP-ACC charge is paid at a time that applies only to this fee when in this category.
	To extrapolate from these examples, for calculation and schedule data -
		Data can apply to:	Use form:	Level abbreviation:
		All occurrences of a fee type, irrespective of category	FINF2100	FTCI level (Fee Type level)
		All fee types in a particular category (schedules only)	FINF2800 (1st screen)	FCCI level (Fee Category level)
		A single fee type in a particular category	FINF2800 (2nd screen)	FCFL level (Fee Liability level)
	The next section summarises which levels can be used for which data, and the override and other rules that apply.

Summary of Level Information
	It is expected that this summary will be most useful once you are reasonably familiar with the forms used in setting up Student Finance data.

	FTCI level	FCCI level	FCFL level
Schedules				See Schedules notes below

Charge method				Charge method and rule must be at same level
Charge method apportionment
Payment rank
Rule
Rate				See Calculation notes below
Element ranges				See Element ranges notes below
Define trigger type				See Institution fee notes below
Use triggers				Not applicable to INSTITUTN trigger category
Tax exempt indicator				HECS and INSTITUTN fees
	( )			See Tax notes below
Tax rule				See Tax notes below

Key

For each row in the table:

Fee data can exist at these levels simultaneously

Fee data can exist at either level, but not both

Schedule Notes
	For fees with a HECS system fee type or an INSTITUTN system fee trigger category, schedules must be at FTCI level. In these two cases, lack of a particular schedule at this level is taken to mean that the corresponding schedule conditions do not apply for these fees, even where they are included in a category with a schedule of the same kind at FCCI level.
	Where a schedule exists at FTCI level, a corresponding schedule cannot be created at FCFL level, and vice versa.
	Where a fee type has a schedule at FTCI level, this schedule overrides one at FCCI level for that fee type only.
	A fee liability schedule at FCFL level overrides a schedule at FCCI level for the corresponding fee type only.
Calculation Notes
	Fees with either a HECS system fee type or an INSTITUTN system fee trigger category must have calculation details defined at FTCI level.
	Charge rate and element ranges must be specified at the same level.
	As well as by level, rates can be further differentiated by: any combination of course code, course version, location, attendance type, attendance mode, cohort, unit, unit version, unit location and class. Where the rates are not mutually exclusive, an order of precedence must be set. These attributes are not applicable to HECS fees, and course/unit code and version attributes are not applicable to institution fees. government HECS payment option, and for options representing a HECS fee, by contribution band
Element Ranges Notes
	Element ranges cannot be specified for a fee if: the system fee type is HECS, or the charge method is FLATRAT and can only be specified at the FTCI level for institution fees.
Institution Fee Notes
	Fees with the an INSTITUTN system fee trigger category: do not have triggers can use any charge method must have all their details defined at FTCI level are levied only once, even if a student has more than one current course attempt.
Tax Notes
	Fees are taxable unless the Tax Exempt indicator is set (checked). If a category (FCCI level) is set as tax exempt, all liabilities for the category (at FCFL level) must be tax exempt. But if a category is taxable, it can include component liabilities that are tax exempt. For fees with a system fee type of HECS or an INSTITUTN system fee trigger category, tax data is defined at FTCI level and cannot be overridden. HECS fees are exempt from tax, and the Tax Exempt indicator defaults to set (checked). Fees with an INSTITUTN system fee trigger category can be taxable or tax exempt. For other than HECS or institution fees: the value of the Tax Exempt indicator at FCFL level overrides that at FTCI level for the same fee the value of the indicator at FCFL level defaults either to tax exempt, if the fee liability is in a tax exempt category, OR to the value of the indicator at FTCI level (but this defaulted FCFL value can be changed) if applicable, a tax rule can be set at either FTCI or FCFL level, but not at both for the same fee
Rates
	NOTE: The rates discussed here do not include contract rates established with individual students in the Maintain Contract Fee Assessment Rates form (FINF2900). They do include contracts based on standard rates and established through Admissions (ADMF3660).
	Rates for fee types are set up in the Define Fee Assessment Rates form (FINF2853), which can be accessed either from the Maintain Fee Types form (FINF2100) or from the Maintain Fee Categories form (FINF2800).
	At either of these levels, multiple rates can be specified for a single fee type. Rates may be defined on various attributes or criteria.
	The criteria available for a fee type depends on its system fee type, as shown in the table below. Note that if the sets of criteria recorded for a particular fee's rates do not cover all the options, a fee is not incurred for the options not covered. For example, in a multi-campus institution, a rate may be defined only for Campus A and Campus B. Students studying at Campus C will not incur the fee.

	For fees with OTHER system fee types, select from these criteria:
	Course Code and Version Number (NOT available for institution fees) Location Code Attendance Type Attendance Mode Unit Code and Version Number (Only available for Unit fees) Unit Location (Only available for Unit fees) Unit Class (Only available for Unit fees)
	For fees with HECS system fee types, select from these criteria:
	Government HECS Payment Option Government HECS Contribution Band (See Government Classifications)
	For fees with TUITION system fee types, select from these criteria:
	Course Code and Version Number (NOT available for institution fees) Location Code Attendance Type Attendance Mode Unit Code and Version Number (Only available for Unit fees) Unit Location (Only available for Unit fees) Unit Class (Only available for Unit fees) Government HECS Payment Option
	Certain combinations of criteria are mutually exclusive - for example, the values 'full time' and 'part time' for two rates set up using only the attendance type as a criterion are mutually exclusive. But some combinations can be ambiguous, with the potential for different rates to apply in the assessment of a single student fee liability. In these circumstances, an Order of Precedence must be given to each criteria combination applied to a fee liability.
Using Order of Precedence
	It may be desirable to have one rate covering the majority of courses studied at any location, and for any attendance type or mode, and then specify rates with particular criteria for a limited number of exceptions. For example, one rate is set for full-time students in course AA111 at Campus A, a second for on-campus students in course BB222, version 2 at Campus B, and a third for all other options. In this case, it is important to set up the exceptions to take precedence over the general case, and this would be achieved as follows:

Order of Precedence	Course Code	Version Number	Location Code	Attendance Type	Attendance Mode	Rate
1	AA111	-	Campus A	F/T	-	Rate X
2	BB222	2	Campus B	-	N	Rate Y
3	-	-	-	-	-	Rate Z

	Where a criterion field is left blank in the Define Fee Assessment Rates form, FINF2853, this indicates that the rate applies for any value of that criterion. To ensure that unit assessment rates are applied over course rates, unit assessment rates must have a higher order of precedence than course rates.
Government Classifications
	A government HECS payment option can be a single criterion, or may be used in conjunction with a government HECS contribution band.
	HECS fees, which have a government HECS payment option of 10, 11 or 12, are typically set up using 12 sets of criteria as shown below. This covers both rates for students not liable for differential HECS, as well as a rate per band for those students to whom differential HECS applies.

Govt HECS Payment Option
	Govt HECS Contribution Band		Sample $ value of Charge Rate
10 - Deferred payment		Rate A	2520.00
	1	Rate B	3356.00
	2	Rate C	4779.00
	3	Rate D	5593.00
11 - Upfront payment with discount		Rate A	2520.00
	1	Rate B	3356.00
	2	Rate C	4779.00
	3	Rate D	5593.00
12 - Upfront payment - no discount		Rate A	2520.00
	1	Rate B	3356.00
	2	Rate C	4779.00
	3	Rate D	5593.00

A flag is set in ENRF0161 (Govt HECS Payment Options) to indicate that a payment option attracts the discount shown in the payment schedule form.

Further information is given in the section on HECS Payment Options.

Derived Versus Nominated Course Attributes
	In the case of some enrolled students, the values recorded against their student course attempts for location, attendance type and attendance mode may be at variance with the values that would be returned by examining the composite effect of their individual unit enrolments for the course. For example, a student course attempt may have an off campus attendance mode recorded, but the student may be studying a majority of their units on campus.
	In the case of fee assessment, it is therefore important to understand whether nominated values (recorded against the course attempt) or derived values (arrived at through an examination of units studied) are being used in specific situations.
Course fee triggers
	Course fee triggers can be created (in FINF2222) to match a course attempt on any or all of the three attributes location, attendance type and attendance mode. These triggers are matched to nominated course attempt attributes, and where a match is made, the student is liable for the fee thus triggered.
Rates (including contract rates)
	Note that course, unit and cohort attributes for rates do not apply to HECS fees, which can be differentiated only by HECS payment options and contribution bands.
	System Fee Trigger Categories = other than INSTITUTN
	With a system fee trigger category of COURSE, UNIT, UNITSET, COMPOSITE the fee relates to a single course attempt.
	A rate with location specified is matched against the nominated location of the student course attempt.
	A rate with an attendance mode and/or attendance type specified is matched against a derived attendance type or mode.
	Derived values are determined in the following way: Attendance mode for a student course attempt to match a rate for an institution defined value equivalent to 'on campus' attendance, all units must be on campus for a student course attempt to match a rate for an institution defined value equivalent to 'off campus' attendance, all units must be off campus otherwise, a rate for a value equivalent to 'multi-modal' attendance applies. Attendance type The derivation process considers only unit attempts in teaching periods related to the load calendar that is linked to the fee period. Where the load calendar is an aggregate load calendar, EFTSU is calculated for each of its subordinate load calendars and then summed. for a student course attempt to match a rate for an institution defined value equivalent to 'full time', the sum of the EFTSU values for each unit must be within the range specified by the institution as a full time load for that load calendar (in Maintain Attendance Types, CRSF1170) for a student course attempt to match a rate for a value equivalent to 'part time', the sum of the EFTSU values for each unit must be within the range specified as a part time load for that load calendar (in Maintain Attendance Types, CRSF1170)
	System Fee Trigger Category = INSTITUTN
	Where a student is enrolled in more than one course, an assessment for an institution-wide fee must take all course attempts liable for the fee into consideration when determining the rate.
	A rate with location specified is matched against the nominated location of the major course attempt. The major course attempt is regarded as that in which the sum of the unit EFTSU values for the student is the greatest, or, where course attempts have equal EFTSU value, the course that was commenced earliest.
	A rate with an attendance mode and/or attendance type specified is matched against a derived attendance type or mode.
	Derived values are decided by: determining the attendance mode for each course (as explained for fees with a COURSE system fee trigger category), and then if all courses are on campus, the on campus rate applies if all courses are off campus, the off campus rate applies otherwise, a rate for 'multi-modal' attendance applies determining the attendance type by summing the EFTSU values of units for all course attempts, and matching to the load calendar attendance type range of either a standard load calendar or an aggregate calendar or the academic period attendance type range - as described for non-institution fees - depending on the charge method apportion (established in FINF1720).
Credit
	A credit balance is held for a person or an organisation. It is based on all fees for which a student or sponsor has ever been liable, irrespective of fee periods, courses or (for sponsors) the number of students involved.
	For students, the Student Finance subsystem distinguishes between unmatched payments and system credit.
	Unmatched payments
	This amount is the total of received payments that have not yet been matched to invoiced debt. Creation of invoices, receipt of payments and matching of payments to debt is handled by processes providing an interface between Callista and an external financial system. Payments are not recorded as payment transactions against specific fees within core Callista until this matching has been done. If the unmatched payments total is greater than the system credit, the difference is not available for refund.
	Unmatched payments can be seen in FINF9130.
	System credit
	System credit for a student is calculated in this way:
	For all unfinalised fee periods, in core Callista the total of debt transactions is subtracted from the total of payment transactions (payment transactions represent payment already matched to debt, and include discounts awarded). Effectively, this step takes account of newly assessed debt transactions. All unmatched payments are added. Refunds that have already been approved are subtracted. A positive result is recorded as the student's system credit, otherwise zero is shown.
	Deferred HECS. A HECS debt is not subtracted if the student's HECS payment option is deferred as at the Census Date.
	Tax. Calculation of system credit includes tax debts and payments.
	System credit can be seen in FINF6420 (Maintain Refunds) and in FINF9130 (System Credit Inquiry). A student's system credit is available for refund.
	Notes on Processing System Credit
	The system credit is reduced to take account of a student's increased debt (reflecting an increase in study load) as soon as an assessment or reassessment is made in a fee period (that is, immediately after running FINJ3500 or FINJ3001). At this point, invoices have not been created for the newly assessed debt.
	For decreased debt (a reduction in study load in a given fee period), the system credit does not always show increased credit immediately a reassessment is run in the period. The system credit will be increased immediately if the student reduces their study load, and hence reduces their debt for a particular fee, before a payment has been matched to the debt incurred as a result of the prior assessment of that fee. This would typically be where a student reduces their load before making a payment. Alternatively, they may have paid, but then reduce their load before their payment details have been transferred to the Student Finance subsystem. However, when a student reduces their study load after payment has already been matched to the debt incurred for their prior assessment, the increased system credit is not available until interface processing to an external financial system has occurred. This is to prevent the possibility of 1) refunding to a student an amount actually paid by a sponsor, or 2) refunding based on the discount which was available on the prior assessment rather than the reduced assessment.
Credit implications
	Statement of Account
	Both system credit and unmatched payments are recorded in the Statement of Account extract. If desired, when a student with credit increases their study load, their statement can show both credit still available for refund (if any) and the portion expected to offset the newly assessed debt, irrespective of when statements are produced in the fee processing and interface cycle. Typically, the available credit will have accrued from overpayment in an earlier fee period.
	Sponsor credit
	Students, not sponsors, are assessed for debt. Therefore credit adjustments cannot be made for sponsors immediately an assessment is reduced. For sponsors, the credit amount is only shown as available (in the Maintain Refunds form, FINF6420) after the new assessment has been processed through the interface to an external financial system.
HECS Payment Options
	A student's HECS payment option for a course attempt is recorded and maintained in ENRF3110. There is also a finance job, FINJ6231, which can change the option automatically. Normally each change in option is recorded as a new record. In this way, a history is built up of the HECS option applying to a student's course attempt during any particular period. However, for fee processing and statistical purposes, the option recorded as current at the census date is the significant option for a fee period. The record for this option may be open-ended.
Using the Option
	The following fee processes access and use the student's HECS payment option (and the Differential HECS indicator where relevant) which is current as at the census date : fee assessment (FINJ3500, FINJ3001) - where the rate used to calculate a fee may depend on a HECS Payment Option (and for HECS fees, the Contribution Band if the Differential HECS indicator is set) calculation of Expected Payment in the Process Person Payments form, FINF3800 the summary form FINF9900 (accessed from Student Fee Inquiry form FINF9100 or FINF9200) where any change to the student's (census date) HECS payment option is immediately reflected in the payment amount expected Statement of Account extract (FINJ6120), Reminder Notice Extract (FINJ6121), and HECS Liability Notice Extract (FINJ6190) - where the student's HECS option is extracted the inquiry form Student Course Fee Statement (FINF9110) - where a lamp displays the HECS option.
Recording the Census Date
	To implement the processing described above: a single census date should be recorded against each fee period (including those spanning more than one conventional teaching semester). This is documented as a part of calendar setup in the Specialist Overview the census date should be used as the effective date when running FINJ6231, Process Student's HECS Payment Option.
Automatic Option Change for HECS Fees
	Running the Process Student HECS Payment Option job, FINJ6231, may change a student's HECS Payment option for a course attempt so that the option recorded at the effective date reflects their actual payment history for the fee period.
	FINJ6231 is run with an effective date of 31/3/2000. The student is recorded as Up-front (11), but has made no payment, or insufficient payment, and is therefore switched to Deferred (10).
Government Loan Schemes

Postgraduate Education Loans Scheme (PELS)
	PELS Overview
	The Postgraduate Education Loans Scheme (PELS) is an interest-free loans facility for eligible students who are enrolled in fee-paying, postgraduate non-research courses. It is similar to the deferred payment scheme arrangements available under the Higher Education Contribution Scheme (HECS). PELS enables students to obtain a loan from the Commonwealth Government to pay all or part of their tuition fees. The Commonwealth Government pays the amount of the loan directly to the student's institution and the student repays their loan through the taxation system once their income reaches the minimum threshold for compulsory repayment.
	PELS differs from HECS in that, at the postgraduate level, Government funded higher education institutions offer some courses to students under HECS. Students enrolled in a HECS liable course are required to make a contribution toward the cost of their course and the commonwealth pays the remainder. The commonwealth sets the amount students are required to contribute and most students can choose how they pay that contribution, including deferring the entire amount.
	Institutions also offer fee-paying postgraduate course to students. Unlike HECS liable courses, institutions set the tuition fee for these courses and students are required to pay the full amount. For the student, a PELS loan works in the same way as the HECS deferred payment arrangements, however Callista treats the PELS loan using Loan Scheme functionality.
Bridging For Overseas Trained Professionals Loans Scheme (BOTPLS)
	BOTPLS Overview 1
	The Bridging for Overseas Trained Professionals Loan Scheme (BOTPLS) is an interest-free loan facility for overseas trained professionals who are seeking to work in regulated or self-regulated professions in Australia. It is similar to the deferred payment arrangements available under the Higher Education Contribution Scheme (HECS) and the Postgraduate Education Loans Scheme (PELS).
	Eligible overseas-trained professionals who are citizens or permanent residents of Australia wishing to meet formal recognition requirements for their profession in Australia will be able to access these loans.

	Implementing Government Loan Schemes
	Institutions can receive payment for tuition fees via a Loan Scheme. A Loan Scheme has a Loan Scheme Calendar Instance. This is the logical Finance Customer of the Loan Scheme for all the calendar instances covered by the PELS and BOTPLS government payments. (E.G. PELS could have a PELS-02-1 finance customer for this semester)
	An institution can receive payment via the following methods: 1. Student payment 2. Sponsor payment 3. Loan Scheme payment 4. HECS
	The first three methods allow the full revenue to be sent to finance via the invoice process and via the Disbursement process.
	The Draw Down process inserts a transaction into the Fee Assessment table to record the amount of either the PELS or BOTPLS loan. The calculation of COFI invoices operates differently, before and after the Draw-Down job. This process does NOT change the HECS payment option for any students. A snapshot is created by FINJ6231.
	Database tables
	There are various tables which form part of the PELS and BOTPLS implementation. These tables do not have any forms delivered in this first release and one of the tables needs to be edited manually.
	The tables are: LOAN_SCHEME. The installation process will populate this table. This should not be altered. LOAN_SCHEME_HPO The installation process will populate this table. This should not be altered
	This table associates the general loan_scheme with the calendar instance (FINF4500). The loan_scheme_ci_cd will be picked up as the 'customer' for the COFI processing and will appear as a sponsor_cd in the fee_ass table when a payment is made. As part of the implementation whenever a new calendar instance is created, a new record for the loan_scheme_ci_cd table will need to be created.
Processes
	Draw-Down Process
	Loan Draw-Down Job FINJ6235 - The Draw-Down job is a pivotal part of the Loan Scheme processing. This is similar to the Defer Job for HECS with some major differences. The job inserts an entry into fee_ass for the Loan Scheme selected, for example, a student who has registered as PELS liable, have a HECS payment option of 13. The entry has an s_transaction_type of PELS LOAN and has a transaction category of LOAN. The amount inserted for this transaction is the excess of the assessment over the payments made by the student or the sponsor for the fee. The amount will not include any retention amount for the fee type that is in excess of the student and sponsor payments.
	This process does NOT change the HECS payment option for any students.
	Payment by the Loan Scheme Finance Customer
	This loan transaction amount will be the basis of the invoice for the loan scheme finance customer. Subsequently, a payment from the finance system should allow a payment to be made by the loan scheme finance customer that will flow through to the student's fee assessment fee payment.
	COFI Payments job
	A COFI payments job must be run to allow the payment made to flow through to the student's record in Fee Assessment area.
	Government Loan Scheme Notice of Liability Extract job
	Government Loan Scheme Notice of Liability Extract (FINJ6180). The extract will write new records for the selected Loan Scheme's Liability Notice. The job runs at the pre-report stage of its own exception report. The source of the transactions details section for the extract is the loan transaction created in the FINJ6235 Job referenced above. Each Loan Scheme has two views which are created for the Government Loan Scheme Notice of Liability extract. For PELS, they are PELS_LBLTY_EXTRACT_V and PELS_LBLTY_RECORD_V, and for BOTPLS they are BOTPLS_LBLTY_EXTRACT_V and BOTPLS_LBLTY_RECORD_V. These views are very similar to the equivalent HECS views. See ext_pels_liability_notice.htm and ext_botpls_liability_notice.htm for full details of the views.
	COFI customer module and Loan Scheme
	The loan scheme calendar instance code is the i_fin_customer for the loan scheme invoices.
	A loan scheme customer does not have the following elements in the i_fin_customer record: Title Address details Mailing code Mail_code_type Phone Payment advice number
	Expected Payment
	The expected payment amount used in the system reports the total of the student, the sponsor and the loan scheme expected payments.
	Before the Draw-Down process, the student amount only includes the fees the student has agreed to pay. The only exception to this is where there has been retention for the PELS or BOTPLS related fee type. Both PELS and BOTPLS do not cover retention.
	After the Draw-Down process, the student and sponsor expected amounts equal the amount they had paid at the time of the Draw-down process. The only exception to this is where there has been retention for the PELS and BOTPLS related fee type. Both PELS and BOTPLS do not cover retention.
Fee Disbursement - Formula Examples
ASSESSMENT Formula Type
	NOTE: In order to view the tables below correctly, please read this documentation with the screen maximized.
	Course specific fees
	System fee trigger category = COURSE, UNIT, UNITSET, COMPOSITE
	For any course specific fee, assessment and payment is on a student course attempt basis. Students with a liability for the same fee in more than one course in a fee period (for example, with a liability for a fee type TUITION in two courses in FEE-SEM2) are assessed for each course independently. They therefore have independent records for assessment and payment relating to each course attempt, with disbursement also operating independently on the basis of each attempt.

Fixed amount disbursements (course fees)
Example based on a fixed amount of $10 for each formula	Total amount to be disbursed
PERCOURSE	$10 * 1 (where the student has at least one unit incurring load)
PERUNIT	$10 * number of load incurring units studied by student in the course over the fee period.
CRPOINT	$10 * total credit point value of load-incurring units studied
EFTSU	$10 * total EFTSU value of units studied
* = Multiplied by

The following table gives suggested combinations of formula components for a course fee. Note that the allocation method STUDENT is not relevant for any course fee because disbursement is based on a liability for a single course attempt.

Suggested formulas (course fees)
Disbursement Method	Disbursement Fixed or %	Allocation Method	Notes
DIRECT - total disbursed amount goes directly to a single specified organisational unit	FIXED	PERCOURSE PERUNIT CRPOINT EFTSU	See 'Fixed amount disbursements' table above
	%	PERCOURSE	Other allocation methods are redundant because there is only one recipient of the disbursed amount
COURSEOWN - total amount goes to the owner(s) of the relevant course	FIXED	PERCOURSE PERUNIT CRPOINT EFTSU	See 'Fixed amount disbursements' table above
	%	PERCOURSE	Other allocation methods are inefficient because disbursement is to owner(s) of a single course, irrespective of unit teaching responsibility or CRPOINT/EFTSU breakdown
UNITTEACH - amount is split across relevant units and goes to departments with teaching responsibility for those units	FIXED	PERCOURSE PERUNIT CRPOINT EFTSU	See 'Fixed amount disbursements' table above
	%	PERUNIT CRPOINT EFTSU	PERCOURSE is redundant - it achieves the same result as PERUNIT because the split is always across units

Example Scenario
Student		Kim Lee (student number 9537754) Enrolled in course M300, studying three units: MA001, MA002, MA003 Assessed debt for TUITION fee type for course M300 in fee period FEE-SEM2, 1999 = $150
Disbursement situation		There is only one course owner For each unit, teaching responsibility rests with one department
Course details		Course M300 is 'owned' by Faculty of Business
Unit details

Unit Code	Credit Points	EFTSU	Teaching Responsibility
MA001	2	0.25	Department of Accounting
MA002	1	0.125	Department of Economics
MA003	1	0.125	Department of Economics

Disbursement Formula Outcomes
	The outcomes below are based on the above scenario. Read each line as a single formula in isolation. These formulas do not constitute a set, but for percentage disbursement are based in each case on a gross amount - the assessed debt of $150.
	Disbursement of course fees is always based on an assessment or payment for a single student course attempt.

Formula Each line is a single formula % is based on gross $150			Total to be Disbursed ($)	Allocated Amount	Recipient
DIRECT	FIXED - $10	PERCOURSE PERUNIT CRPOINT EFTSU	10.00 30.00 40.00 5.00	10.00 30.00 40.00 5.00	Single nominated account
DIRECT	% - 10% of $150	PERCOURSE	15.00	15.00	Single nominated account
COURSEOWN	FIXED - $10	PERCOURSE PERUNIT CRPOINT EFTSU	10.00 30.00 40.00 5.00	10.00 30.00 40.00 5.00	Faculty of Business
COURSEOWN	% - 10% of $150	PERCOURSE	15.00	15.00	Faculty of Business
UNITTEACH	FIXED - $10	PERCOURSE	10.00*	3.33 6.66	Dept of Accounting Dept of Economics
		PERUNIT	30.00	10.00 20.00	Dept of Accounting Dept of Economics
		CRPOINT	40.00	20.00 20.00	Dept of Accounting Dept of Economics
		EFTSU	5.00	2.50 2.50	Dept of Accounting Dept of Economics
	% - 10% of $150	PERUNIT	15.00	5.00 10.00	Dept of Accounting Dept of Economics
		CRPOINT	15.00	7.50 7.50	Dept of Accounting Dept of Economics
		EFTSU	15.00	7.50 7.50	Dept of Accounting Dept of Economics
* Disbursed amounts may not sum exactly to total amount to be disbursed

Notes
	The table above illustrates suggested formulas for the scenario. Although other combinations of the formula components described (disbursement method, fixed or % disbursement, allocation method) can be used, they are less efficient means of achieving the same results, and may result in slightly different totals because of rounding on allocation amounts at a lower level.
	Generally there will be a mathematical equivalence between credit points and EFTSU, and in this situation the two will be interchangeable for percentage disbursement. However if overrides are used for EFTSU or credit points (see the documentation about enrolling in unit attempts) and do not maintain the concurrence between the two, using EFTSU or CRPOINT in a formula will produce different results.
Institution-Wide Fees
	System fee trigger category = INSTITUTN

Fixed Amount Disbursements
Example based on a fixed amount of $10 for each formula	Total amount to be disbursed
STUDENT	$10 * 1
PERCOURSE	$10 * number of courses studied by student in the fee period, liable for the fee
PERUNIT	$10 * number of units with load studied by student over the fee period for all liable courses
CRPOINT	$10 * total credit point value of units studied and liable for the fee
EFTSU	$10 * total EFTSU value of units studied and liable for the fee
* = Multiplied by
NOTE: In all cases, load must be incurred according to charge method apportionment calendars.

Suggested Formulas (course fees)
Disbursement Method	Disbursement Fixed or %	Allocation Method	Notes
DIRECT - total disbursed amount goes directly to a single specified organisational unit	FIXED	STUDENT PERCOURSE PERUNIT CRPOINT EFTSU	See 'Fixed amount disbursements' table above.
	%	STUDENT	Other allocation methods are redundant because there is only one recipient of the disbursed amount.
COURSEOWN - amount is split between courses studied when the institution fee was incurred	FIXED	STUDENT PERCOURSE PERUNIT CRPOINT EFTSU	See 'Fixed amount disbursements' table above.
	%	PERCOURSE PERUNIT CRPOINT EFTSU	STUDENT is redundant because the result is the same as for PERCOURSE.
UNITTEACH - amount is split across relevant units for courses and goes to departments with teaching responsibility for those units	FIXED	STUDENT PERCOURSE PERUNIT CRPOINT EFTSU	See 'Fixed amount disbursements' table above.
	%	STUDENT PERCOURSE PERUNIT CRPOINT EFTSU	STUDENT and PERUNIT are interchangeable - the amount is split equally between all units, irrespective of course. For PERCOURSE, the amount is split equally between courses, and then equally across units within courses.

Updated 13 February 2003

1 "Bridging For Oversaeas-Trained Professionals Loan Scheme (BOTPLS)" Information Pamphlet, Commonwealth Department of Education Science and Training, 2003, http://www.hecs.gov.au/pubs/botpls/default.htm

Special Topics

Levels

Calculation Example

Schedules Example