Edit Automated Awarding Cost of Attendance Options

You can edit the details of a Cost of Attendance (COA) budget on the Cost of Attendance Options tab of the Edit Automated Budget and Packaging Options form.

Prerequisites

You must have:

• Common - Configuration - View authorization

• Financial Aid Automation - Configuration - Automated Budget and Packaging Options - Edit, Save, and View authorization.

Access Method

Select the Configuration tile > expand Financial Aid > select Automated Budget and Packaging Options.

Procedure to Edit Automated Budget Packaging Options

1. Under Automated Budget and Packaging Options, specify the values.

   Campus The campus or campuses to which a person or item is assigned. It is filtered to display the campuses to which you have access. In some cases, it is also used to filter a list to only those items for the campus. In some lists, you can select more than one campus or select All. In lists that display columns, if the column contains more than one campus, you cannot sort or filter on that column.

   Program Versions Select a specific program version to narrow your search.

2. Select the Apply Filters button.

3. Review the following values in the results grid.

   Academic Calendar The academic calendar. The values correspond to calendar options required by the Department of Education. They are non-standard terms, standard terms of quarters, standard terms of semesters, standard terms of trimesters, clock hours, and credit hours without terms. The default is the academic calendar configured for the program version. If you are configuring program versions from Financial Aid, the list is filtered to show the academic calendars appropriate for the Curriculum Standard selected when the program version was configured from Academic Records. Area of Study The various areas such as Major, Minor, or Concentration that the students have taken to complete their degree. The areas of study are configured by your institution. Award Disbursement Used to configure the scheduled disbursement dates for all aid that has been awarded. You can select the following options: Scheduled Disbursement Days From Start of Payment Period or Scheduled Disbursement Using Configured Disbursement Scheduled. Award Level Methodology Configure the awarding up to the cost of either the Cost of Attendance or Institutional Charges. Award Loan Fees Indicates whether fees apply to the loan award. Select Yes or No. Campus The campus or campuses to which a person or item is assigned. It is filtered to display the campuses to which you have access. In some cases, it is also used to filter a list to only those items for the campus. In some lists, you can select more than one campus or select All. In lists that display columns, if the column contains more than one campus, you cannot sort or filter on that column. Date Modified The date when the item was changed. On some pages, it also includes the timestamp for the time. Default COA The selected COA configured by an administrator. The system uses this COA only and ignores all other when calculating and allocating a budget. Default Payment Periods Payment periods configured in the Default COA. Modified By The name of the person who changed the item.

   Package by Award Years Indicates whether auto packaging applies to the Current award year or Multiple award years. Package by Academic Years Indicates whether auto packaging applies to a Single academic year or Multiple academic years. Payment Methodology The Payment Methodology that applies to the program version (ex. Credit Hrs Standard Term, Clock Hr/Credit Hr without terms, etc...). Program The name of the program. Programs are configured by your institution. Program Version Code Code configured in the system for that program version. Repackaging Triggers Triggers that will cause the auto-awarding process to award or recalculate a student financial aid award. Student Enrollment Status Using What to use in regard to the student enrollment: select Default COA, Packaged To, or Prior Completed Term. Student Group The name of the student group. If you are selecting a group and your institution has configured Anthology Student to limit groups to campuses, you can only select groups for the campus that you are assigned to. If you are selecting a group, it can also be filtered to display groups where you are the owner, public groups, and private groups to which you have been given access. Title IV Eligible A "Yes" indicates that the program version is configured as Title IV eligible. "No" indicates that the program version is not Title IV eligible. The column is read-only. Users can filter the results by using "Title IV Eligible" as the filter criteria. Users can hide/unhide this column.

4. Select the link on a Program Version name.

   The Edit Automated Budget and Packaging Options form is displayed. The Campus, Program Version Code, Area of Study, and Student Group are displayed at the top of the form.

   The form always opens displaying whichever enrollment status is selected as the Default COA ( Default COA check box is selected). To work in an enrollment status other than the default COA, select the appropriate enrollment status tab located over the Default COA check box. The tabs are:

   • Full Time
   • Three-Quarter Time
   • Half Time
   • Less than Half Time

   Review the following values and edit as needed.

   COA Budget Methodology Which budget methodology to use with the COA: choose either: Current, Future, Past, or COA as of (and enter date in field to the right). Note that the date field is only enabled when you choose COA as of.

   Default Housing The value in this field is used to automatically update the Housing field value if it is currently null for the award year(s) academic year form being awarded. Values available are: 'On Campus', 'Off Campus', or 'With Parent'. This Default Housing value within the Budget Packaging and Options form can be copied from one program version to one or more program versions.

   The date field to the right of COA Budget Methodology is enabled only when you select COA as of in the COA Budget Methodology field. Configure this field when enabled as necessary.

5. If the Copy Current Default COA link is displayed below the Default COA check box, you can copy the current default enrollment status budget fields and replace any one or all the other current enrollment status budget(s). The link is only enabled for use on the Default COA. If you modify the Default COA prior to saving the updates, the hyperlink will allow you copy those updated field values to the other enrollment status budgets. When you save the program version budget, then all updates will be saved at that time. The link can be seen on the Past, Current, and Future COA Budget Methodology but it will only copy from the Current budget values into the enrollment status selected for that Current budget grid. The copy will not update the Past or Future budget values.

   When invoked, a pop-up dialog with the message "All copied Payment Period Effective Date(s), Common Fees, On Campus, Off Campus, and With Parents fees will overwrite all existing dates and fees within the Current Budget values”, lets you choose which enrollment status budgets should have the Default COA values to be copied to which other enrollment tabs, including Full Time, 3/4 Time, 1/2 Time, and Less Than Half Time budgets. You can select one, some, or all the statuses to be updated with the default COA budget values. All configured Current Cost of Attendance items from the Payment Period Effective Date, Common Fees, On Campus, Off Campus, and With Parents will be copied from the Default COA and updated onto the same program version's budget for the enrollment statuses selected.

6. Five collapsible sections appear under the Default COA check box:

   • Payment Period and Effective Date
   • Common Fees & Charges
   • On Campus Residency Fees & Charges
   • Off Campus Residency Fees & Charges
   • With Parent Residency Fees & Charges

   Sections with configured fees and charges are expanded, with all columns visible. Sections with no configured fees and charges are collapsed. Select the chevron icon () to expand a section.

7. In the Payment Period and Effective Date section, edit the following fields as needed.

   Effective Date The date the fee or charge is active.

   Effective Date Type Choose either Academic Year Start date, Enrollment date, or System date.

   In the grid below these fields, you can edit the Default Hours for listed payment periods by selecting in that field. You can add new Payment Periods by selecting Add in the toolbar. You can also remove configured Payment Periods by selecting the Payment Period in the grid and selecting Remove in the toolbar.

   When the Calculate button is selected to update a student's academic year budget and the automated budget's cost of attendance payment period configuration does not match the number of payment periods present in the academic year sequence term association configuration for that student's program version and start date, the following message is displayed: "Invalid number of payment periods between the automated budget and the program version's term association to calculate budget."

8. Review the remaining four sections. If there are entries in any of the grids in these sections, review and edit the values as needed. The columns and fields are the same in all four sections:

   Auto Repackage Select the check box to enable the Auto Repackage functionality or clear the check box to disable it. Budget Allocation 'Configured' for the Budget Allocation to be enabled or 'Not Configured' for it to be disabled. Effective Date The date the status change is effective. Effective Date Type Choose either Academic Year Start date, Enrollment date, or System date. Fee Amount The amount of the fee being charged to the student. Fee Amount Per The frequency the fee is charged. It is charged per: Academic Year, Credit, Enrollment/Program, Month, or Payment Period. Fee Type The type of fee charged to the student (Room, books tuition, etc...).

   Institutional Charge Select the check box if the fee/charge is an institutional charge. Name Name of the fee type. Note: You can manually edit and update the name field associated to the specific fee type (up to 40 characters maximum). This applies to Current and Future budgets and all fee types except for 'Other'. This editing functionality is only available when the Advanced Feature for 'Allow Extended Budget is enabled, as well as the 'Enable Advanced Feature for Auto Packaging'.  Read Note 1. Note 1: You can edit the Name field associated with the specific fee type (up to 40 characters). This applies to Current and Future budgets. The Automated Budget and Packaging Options form will use the budget fee type, not the fee's name, to determine if a fee is a duplicate fee or should be associated with the past, current, or future budget. This editing functionality is only available when Allow Extended Budget Select Yes to enable the enhanced academic year budget functionality in the Student Web App and legacy interface, so that any academic year that starts on or after this feature is enabled will display the extended budget view (to include automated awarding). This functionality permanently disables the Budget configuration in the legacy interface. All existing budgets can be calculated but only newly configured budgets will have the additional three budget fee fields. and Enable Advanced Auto Packaging Enable Advanced Auto Packaging if you want to allow configurations related to Auto Repackaging only in the standard interface of Anthology Student. Advanced Auto Packaging allows the Auto Repackaging column to be displayed under Automate by Campus on the Automated Process Activation form. When Advanced Auto Packaging is enabled, the Population form can be configured only in the Student Web App, and the Population form is deprecated in the legacy interface. are set to Yes (see Advanced Features). Other Fee Priority Enter a value of 0 to 8. The Other Fee Priority order on the budget definition correlates to the individual student’s academic year budget line items. So, if the automated budget has fees as priority 1, 3, 5, and 7, any student using that automated budget to calculate the cost of attendance will have the same Other Charges on lines 1, 3, 5, and 7. Read Note 2. Note 2: When Allow Extended Budget Select Yes to enable the enhanced academic year budget functionality in the Student Web App and legacy interface, so that any academic year that starts on or after this feature is enabled will display the extended budget view (to include automated awarding). This functionality permanently disables the Budget configuration in the legacy interface. All existing budgets can be calculated but only newly configured budgets will have the additional three budget fee fields. is enabled (see Advanced Features), all automated budgets will be added with a column for Other Fee Priority. This column will provide “Other” fee types to be configured with a numerical "Other Fee Priority" from 0 – 8. The system will default a priority number based on the date last modified, and the oldest date will receive the earliest number up to 8. Having a priority value of 1-8 will determine in which field on the students' AY extended budget that fee will be presented. Any Other Fee beyond the numerical quantity of 8 will receive a priority of 0. A value of 0 means the fee will not be awarded to the students' AY budget for the extended budget view, but the standard budget view will sum this fee into the total AY budget. Automated Awarding will not calculate a fee or its amount when the Other Fee Priority is a 0. Any student’s academic year that starts on or after the date the Allow Extended Budget advanced feature is enabled will not display the extended budget view of the 8 standard fee types and the 8 other fees. The Loan Period budget will also be presented as an extended budget view when the loan period starts on or after the date the Allow Extended Budget advanced feature is enabled. Prorate A Fee Type that will evaluate against the last academic year that may be shorter than a full-time full academic year to adjust to meet federal regulations. The calculation looks at the number of Credits in the Academic Year and Credits Exp. to Complete divided as a percentage along with the Weeks Enrolled in AY and Weeks Non-Enroll divided as a percentage. Regulation requires using the lowest percentage to prorate. Repackage Method Choose the repackaging method: Allocate, Default, Billing, or Simulation. Read Repackage Method Functionality. Retroactive Date If the charge or fee is a retroactive one, enter the date here. Sequence Choose the sequence the fee is charged. Only selectable when the Fee Amount Per is 'Academic Year'.

   Repackage Method Functionality

   The Repackage Method options include Default, Billing, Allocate, and Simulation. Select he Auto Repackage check box to enable the enable the Billing, Allocate, and Simulation choices in the Repackage Method field.

   Default

   The Default Repackage Method performs the same process as Auto Packaging.

   Billing

   The Billing Repackage Method recalculates the budget based on the actual amounts posted to the ledger card (e.g., Tuition, Tuition Discount, Tuition Military, Tuition Out of State, Tuition International). Auto Repackaging will then sum up all of the student account transaction codes configured into the one COA budget fee for Tuition. This is a term by term calculation that is applied after the billing has been posted to the students ledger card. Until then the COA will apply the budget fee amount as configured on the Automated Budget COA grid for each term.

   Allocate

   The Allocate Repackage Method allows for ranges of how billing is set up to be configured to calculate fee amounts before billing is run based on the students registered credits to get a more accurate COA for each type of fee this is configured for. This can be configured for credit hour or flat rate, along with ranges of Low/High and Cost.

   You can configure a specific Budget Allocation for a selected Fee Type. Select the link in the Budget Allocation column to open the Budget Allocation pop-up. Choose a Distribution Type of Credit Hour or Flat Rate and configure the credit amount range for the allocation with a Low Credit Hour and High Credit Hour amount. In the Flat Rate or Credit Hours column, add the tuition amount to charge the student, either a per credit hour amount or a simple flat rate tuition amount.

   

   Flat rates can be configured up to two decimals. The lowest range is 0.00 while the highest range is 9999.99. The system includes all credit ranges to the exact decimal.

   Simulation

   The Simulation Repackage Method uses course credits in a payment period/term to calculate the fee amounts based directly on the standard fee amount awarded to a student. After choosing Simulation, you can adjust the dollar amount in the Fee Amount field. The student's total fee charge will be adjusted accordingly based on the number of credit hours the student is registered for within the payment period.

   When a student is not registered for any courses of a term the calculation will use the Default Hours as configured in the Automated Budget and Packaging Options within the Payment Period and Effective Date grid. So that only when 1 course is registered for that term will the Auto Repackaging of that terms budget fee be recalculated. If all courses are unregistered, the default hours will be used to calculate the budget fee amount again.

   The system performs calculations to ensure that the actual fee charge per credit hour is at a rate that is based on the corresponding percentage of the fee charged for a standard full-time course load. This simulation of charges can be performed in all Fees & Charges sections:

   • Common Fees & Charges
   • On Campus Residency Fees & Charges
   • Off Campus Residency Fees & Charges
   • With Parent Residency Fees & Charges

   These simulations allow you to adjust different fee amounts for the credits taken by a student, based directly on the standard fee amount awarded to a student, and project what future awarding would be based on those credits.

   The fee amounts are configured in the COA Options Fee Amount Per field. You can choose from:

   • Fee Amount Per Credits
   • Fee Amount Per Enrollment/Program
   • Fee Amount Per Months
   • Fee Amount Per Payment Period

   The system first determines the Default Cost Per:

   

   Multiple separate calculations are then completed by the system to determine the budget Repackage Simulation totals and shown below:

   • Fee Amount per Academic Year

   

   • Fee Amount Per Payment Period

   

   • Fee Amount Per Credits

   

   • Fee Amount Per Enrollment/Program

   

   • Fee Amount Per Months

   

9. If you need to add any new fees or charges in any of the sections, select Add in the toolbar and select the Fee Type you wish to add:

   If the automated budget grid has filters applied and you select to Add in another fee, the filters will be cleared as well as all line items displayed in the grid.

   • Tuition
   • Fees
   • Books
   • Room
   • Board
   • Travel
   • Personal
   • Other

After selecting the Fee Type, configure the fields appropriately (as you did in Step 7 above).

To create a cost of attendance budget for an enrollment status that is not currently configured, select the tab of the enrollment status (Full Time, Three-Quarter Time, etc...) for which you wish to create a COA budget. All five of the sections below that enrollment status will be displayed in collapsed view. Configure all necessary field values starting at the top of the form. Follow the procedure starting in Step 4.

10. If you want to save and: 

• Continue making changes, select the Save button

• Close, select the Save & Close button

11. Select the AUTOMATED BUDGET AND PACKAGING OPTIONS link at the top of the page to return to the Automated Budget and Packaging Options form.

Note about AWARDPOP0037

The Automated Awarding process awards the remaining award year eligible Pell grant in a subsequent academic year when the prior academic year (of the same award year) is not locked at the academic or fund source level.

Automated awarding provides the exception AWARDPOP0037 "The cross over Pell grant is not able to be awarded because the Automated Budget and Packaging Options field for Package by Academic Years is not configured as Multiple."

AWARDPOP0037 occurs when:

• The "Package by Academic Years" configuration is Single, and the Pell grant was awarded in a prior AY (1), but the user is packaging in a current AY (2)

  AND

• The Pell award is not locked, but the configuration does not allow the system to auto-package the remaining Pell amount in the cross-over for the current AY (2).

The system does NOT create the AWARDPOP0037 exception for past academic years if "Package by Academic Years" is configured as Multiple on the Packaging Options and:

• The user selects the Auto Package button on a current academic year.

• The Auto Package job's population only awards on a current academic year that starts after the original Pell grant was awarded.