California STRF Processing

You can use the California STRF Processing page to create and queue a batch to process students for the Student Tuition Recovery Fund (STRF). This fund is designed by California's Bureau for Private Postsecondary Education to relieve or mitigate economic loss experienced by a student while enrolled in a qualifying institution.

You can run the California STRF process and assess the STRF fee for each qualified student based on institutional charges. The fee is calculated based on the assessment rate per one thousand dollars ($1,000.00) of institutional charges.

You can then use the page to review all the batches that have been processed.

Prerequisites

You must have:

  • Common - Processes - View authorization

  • Student Accounts - Processes - California STRF Processing authorization

Your institution must have configured the Address tab for the active campus to include the state of California (CA).

Students must be either California residents or enrolled in a California residency program. A student is considered to be enrolled in a California residency program if the program version the student enrolled in has the "California STRF Residency Program" flag set to Yes. See Detail Settings.

Access Method

Select the Processes tile > expand Student Accounts > select California STRF Processing.

Procedure to Create the Batch and Review Results

Process Tab

Use the Process tab to filter the data and queue the batch job.

  1. Specify the Selection Criteria to filter the records.

    Amount per 1000.00 of Institutional ChargeClosed Enter amount of STRF fee to charge the student per $1,000.00 of institutional charges.

    CampusClosed The campus which you want to run the STRF process against.

    Enrollment DateClosed The actual date when the student enrolled in the program version.: From and To

    Evaluation PeriodClosed Select the evaluation period to assess the STRF fee. You can either assess the STRF fee based on the term or the entire period of enrollment. The student must be enrolled to be included in the STRF assessment batch. When you select Term, the STRF fee is calculated based on total institutional charges for the specified term. When you select Enrollment Period, the STRF fee is calculated based on the Program Costs configured for the student’s program version.

    Include FeesClosed Select whether you want to include Books and School Supplies and/or Other charges in the Program Costs in the total institutional charges calculation. This option is available only if the Evaluation Period is Enrollment Period.

    Program Costs Effective DateClosed Select the effective date based on which the system assesses the STRF fee. If you select the effective date, the program cost schedule which has an effective date that is on or later than (and closest to) the specified effective date is used. If you do not select the effective date, the program cost schedule which has an effective date that is on or later than (and closest to) the date of the following hierarchy of dates is used: Enrollment Date, Enrollment Expected Start Date, Original Expected Start Date, Current date. This field is available only if the Evaluation Period is Enrollment Period.

    Program VersionsClosed Select the program versions which are California residency programs.

    Student GroupsClosed Select the students in the specified student groups to be included in the evaluation. Students in these groups must be California residents or enrolled in a California residency program.

    TermClosed Select a term that has already been billed to process STRF against. This field only appears when you have set Evaluation Period to Term.

  2. Specify the values under STRF Transaction Attributes to filter the list.

    ReferenceClosed A reference value for the STRF fee.

    TermClosed Select a term to associate with the STRF fee. This field appears only when you have set Evaluation Period to Enrollment Period.

    Transaction CodeClosed Select the transaction code to be associated with the STRF fee to charge the students.

  3. Select the Next button.

    Anthology Student displays student records that meet the specified criteria, fees already charged, and fees that are yet to be charged. You can add and remove students from this list, edit proposed fee amounts, and print the list.

  4. Review the values in the Results grid.

    Enroll DateClosed The actual date when the student enrolled in the program version.

    Fee to ChargeClosed The STRF fee to charge the student based on the calculated STFR Fee and Previous Fee Charges. If the students have already been charged a STRF fee for the selected time frame, Anthology Student factors that amount into the calculation and displays an appropriate charge or credit adjustment in this column.

    Institutional ChargesClosed The calculated institutional charges based on the selected Evaluation Period. If the Evaluation Period is set to Term, institutional charges are all charges posted to the student’s ledger card for the specified term. The transaction codes associated with the charges must be configured with the “Include in Title IV Institutional Charges” attribute selected. If the Evaluation Period is set to Enrollment Periods, institutional charges are obtained from the student’s Program Costs configured for the student’s program version (under Configuration > Financial Aid > Program Versions > Program Costs tab).

    Previous Fee ChargesClosed The previous STRF fee charged to the student for the selected term or for the enrollment period.

    Program VersionClosed The program version associated with the student or item.

    STRF FeeClosed The STRF fee that is calculated based on the specified rate amount per $1,000.00 of institutional charge and the institutional charges amount the student is billed for the evaluation period.

    Student NumberClosed If your institution assigns student numbers, the number your institution uses to identify the student. How the number is assigned is specified by your institution. For example, Anthology Student can be configured to assign the number, or your institution can use another method to assign it.

    Student StatusClosed Student's school status.

  5. Take the appropriate action.

    • To add a student, select the Add Student button.

    • To remove a student, select a student and select the Remove Student button.

    • To select records across all pages, select the Select All Across Pages button.

  6. Select the Queue Post button.

  7. On the Queue Batch dialog,

    • Review or change the name of the batch
    • Review the Transaction DateClosed The date when the transaction record was posted.

  8. Select the Queue button. Anthology Student displays a message to confirm.

  9. Select the Post button.

Anthology Student processes the batch.

When the batch completes, Anthology Student displays the results on the History tab.

History Tab

For batches that you created to process the California STRF, you can use the History tab to review the status of all the batches, review the results of specific batches, and manage the batches.

Batches on this tab are available for 28 days by default. Anthology Student removes them after 28 days. If you need to keep the information for a batch, use the Export (Export button) button on the toolbar.

  1. Review the values in the Batches grid.

    DurationClosed The amount of time it took to process the job or batch.

    Evaluation PeriodClosed The evaluation period that you have selected for California STRF processing.

    Include FeesClosed The fees such as Books and School Supplies and/or Other charges that you have selected to include in the total institutional charges calculation.

    NameClosed The descriptive name of the item.

    Number of StudentsClosed The number of students gathered for the STRF batch.

    StartedClosed The date and time when the first job within the batch started executing.

    Status Closed Indicates the status of processing for the student or item in the job. If all of the records were successfully processed, it displays Succeeded. If one or more records were not processed, it displays Completed.

    STRF RateClosed This is the short description for the Amount Per $1,000.00 of Institutional Charges.

    Submitted ByClosed The name of the staff member who submitted the batch for processing.

    TermClosed The term that you have selected to process STRF against.

  2. Select the name of the batch in the list. Anthology Student displays the details for the job in the Results grid.

  3. Review the values in the Results grid.

    Enroll DateClosed The actual date when the student enrolled in the program version.

    Fee to ChargeClosed The STRF fee to charge the student based on the calculated STFR Fee and Previous Fee Charges. If the students have already been charged a STRF fee for the selected time frame, Anthology Student factors that amount into the calculation and displays an appropriate charge or credit adjustment in this column.

    Institutional ChargesClosed The calculated institutional charges based on the selected Evaluation Period. If the Evaluation Period is set to Term, institutional charges are all charges posted to the student’s ledger card for the specified term. The transaction codes associated with the charges must be configured with the “Include in Title IV Institutional Charges” attribute selected. If the Evaluation Period is set Enrollment Periods, then institutional charges are obtained from the student’s Program Costs configured for the student’s program version (under Configuration > Financial Aid > Program Versions > Program Costs tab).

    Job CreatedClosed The date and time when the job was added to the background job queue.

    Job StartedClosed The status of the job. Enqueued indicates the job is in the queue waiting to be executed. Scheduled indicates the job is scheduled to run at a future time. Processing indicates the job is running. Succeeded indicates the job was completed with no errors. Deleted indicates the job was completed with errors.

    Job StatusClosed The status of the job. Enqueued indicates the job is in the queue waiting to be executed. Scheduled indicates the job is scheduled to run at a future time. Processing indicates the job is running. Succeeded indicates the job was completed with no errors. Deleted indicates the job was completed with errors.

    Previous Fee Charges Closed The previous STRF fee charged to the student for the selected term or for the enrollment period.

    Program VersionClosed The student's program version.

    STRF FeeClosed The STRF fee that is calculated based on the specified rate amount per $1,000.00 of institutional charge and the institutional charges amount the student is billed for the evaluation period.

    Student NameClosed The last and first name of the student.

    Student NumberClosed If your institution assigns student numbers, the number your institution uses to identify the student. How the number is assigned is specified by your institution. For example, Anthology Student can be configured to assign the number, or your institution can use another method to assign it.

    Student Status Closed Student's school status.