Fund Fees Setup Data Elements
- Katie Macpherson (Deactivated)
- Emily Bivona (Deactivated)
Owned by Katie Macpherson (Deactivated)
General Subtab
| Field Name | Description | Required/Optional | Type | Values | Business Rules |
|---|---|---|---|---|---|
| Fund Name | Name of the fund, obtained from Fund Setup | Required | Drop-down |
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| Program Type | The program level that the student is currently in | Required | Drop-down |
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| Date Type | Required | Drop-down |
| This field designates what the effective start date should be compared to, as in, compare to date of the first disbursement or compare to the date of the beginning of the loan period. | |
| Fee Type | Required | Drop-down |
| Only one fee type can be set up at a time, but multiple fee types can be associated with one fund, as long as fees of the same type do not have conflicting start/end dates | |
| Amount | Required | Text box - numerical with 4 characters max | The amount field will be the associated fee. | ||
| Federal Award Year | Required - if Federal Award Year is chosen from Date type | Drop-down | Available FAYs | Only one Federal Award Year can be chosen. The fee should be applied to awards on the FAY selected and within the start/end date selected. | |
| Effective Start Date | Required - if either First Disbursement of Beginning of Loan Period is chosen from Date type | Date | YYYMMDD | The values will first take effect for loan periods starting on or after this date and up to the effective end date of a subsequent entry with the same loan type and program type. There will be a set of effective dates for each fee type (origination fee, interest rebate, interest percentage). | |
| Effective End Date | Required - if either First Disbursement of Beginning of Loan Period is chosen from Date type | Date | YYYMMDD | ||
| Active | Optional | Checkbox |
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