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Student Financials: Tuition and Fees Listen & Learn

Purpose: Remediation WebEx Listen & Learn session for Tuition and Fees

Audience: All College Staff

Tuition and Fees Meeting Information

Gap Analysis (Listen & Learn)

Topic: Tuition and Fees

Meeting Date/Time: March 15, 2017 1:00 - 2:30pm

Meeting Facilitator: Elizabeth Lewandowski

Meeting Information: Tuition and Fees WebEx Recording

Meeting Objectives

Gap Analysis / Requirements Gathering  The goal of this meeting is to gain a mutual understanding of the identified remediation gap and to document any requirements necessary for the remediation of that gap.  

Key CS Modules Involved

  • Student Financials
    • Tuition Calculation

Meeting Notes and Decisions

  1. What do the transactions look like when they are moved to the GL?
  2. Issues with inconsistent course & class fees.
    1. Will schedule session for 3/29/17 for course and class fee discussion.
  3. Report/Queries to match SF to FIN
  4. All colleges reported that tuition is calculating correctly.
  5. Can tuition calculation for “all” students occur more frequently during first week of the term?
  6. What causes the tuition calc required to get marked on a students’ account?
    1. Will have a QRG created.
  7. Self-Service isn’t showing students’ charges.
    1. This is a security issue not calculation of tuition and fees.
  8. Sometimes refund does not appear in “real” time.
    1. Colleges to provide examples.
  9. All colleges reported that international insurance is charging as it should.
    1. How to remove charges if not paid by due date.
      1. Will follow up with a solution.

Related Concerns or Issues not in Critical Issues Lists or Remediation Tickets

  • None

Topics and Associated Remediation Tickets

Tuition and Fees

Ticket # Requirement ID Requirement Description Assoc. Topic
21454 SF13-Calculation of Tuition,  Earnings and Other Charges Calculate tuition for all groups and charge types (e.g., per unit, per class, by month, flat fee, full time/part time, listener fees, seniors, etc.) based on student characteristics (e.g., residency) and enrollment information, and track historical tuition changes.
21480 SF26-Calculation of Tuition,  Earnings and Other Charges Perform manual and automated fee calculation at course and section level (e.g., automated online learning fee), including ability for overrides based on user-defined criteria.
21404 SF22-Calculation of Tuition,  Earnings and Other Charges Define and charge fees that can be triggered by various events, profile status or changes and other user-defined criteria (e.g., enrollment exceeding specified number of credits; add/drop fee charged automatically charged after the 10th day of the quarter; add fee based on student's declared program).


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