General Subtab

Label:	Value:	How it's used:
Cost Setup Name	Text 50 char max	Name of the Cost of Attendance (COA).
External Cost ID	Text	External ID related to the COA.
Cost Rounding Method	Dollar, Cents	The increment that the rounding method should be applied to the COA.
Rounding Method	Standard Rounding Round Up Truncate	The type of rounding that should be applied to the calculated COA.
Active	Checkbox	Used to indicate whether the Cost Setup is active or not active. Only one active Cost Setup is allowed per Campus
Default	Checkbox	Used to indicate whether the Cost Setup is the default COA.
Cost Groups
Cost Group Name	Text	Name of the cost group
Federal Category	Tuition and Fees Books and Supplies Transportation Personal/Misc Room and Board Dependent Care Study Abroad Expenses Disability Expenses -Employment expenses for co-op study Loan Fees	Federal cost category that the cost group is to be created under. The calculated values will be displayed under this Federal category in the COA on the Award tab.
Effective Start Date	Date	The start date for using the Cost group.
Effective End Date	Date	The end date for using the Cost group.
Programs	Dual Multi-Select Boxes ("Available" and "Selected")	The academic programs associated with the Cost Group.
Sites	Dual Multi-Select Boxes ("Available" and "Selected")	The sites associated with the Cost Group.
Cost Items
Cost Item Name	Text	The name and calculated value will be displayed under this name in the COA on the Award tab.
Display Name	Test 500 char max	This will be used by SNAP to pull the Cost Item display name value and reflect it on the Net Price questionnaires.
Cost Frequency	Onetime Per Program Lifetime Enrollment Academic Year Payment Period Grade Level Week Month Calendar Year	Used to determine the frequency for using the cost item. Onetime Per Program: Only applied once per program. Lifetime: Only applied once per student. Enrollment: Only applied once per each enrollment. Academic Year: Only applied once per academic year. Payment Period: Only applied once per payment period at the start of the PP. Grade Level: Only applied once per grade level. Week: Only applied once per week. Month: Only applied once per month. Calendar Year: Only applied once per calendar year.
Use UDF Effective Dates	Checkbox	If "Monthly" or "Weekly" then the UDF effective dates can be used in the calculation of this cost item
Cost Method	Instructional, Durational	Durational Cost Calculations counts each day in the intersecting period of the Cost Effective Dates and the UDF Effective dates including student and institutional breaks. Institutional Cost Calculations counts each week in which there is at least one instructional day in the intersecting period of the Cost Effective Dates and the UDF Effective dates excluding student and institutional breaks.
Cost	Positive or negative ####.##	The dollar or cents value of the cost item.
Cost Per	Unit Flat Rate Course	Used to set the cost increment. Flat rate does not vary. Cost per unit is determined by cost X # of units. Cost per course is determined by cost X # of courses.
Rate Start		The number of units or courses at which the "Cost Per" Unit or Course cost should start getting applied.
Distribution Type	Upfront Distributed	If the cost is an upfront cost , the calculated cost is only applied to the first enrollment in the set of effected enrollments. If distributed, the calculated cost is applied to all enrollments in the set of effected enrollments. If the cost is a back loaded cost, the calculated cost is only applied to the last enrollment in the set of effected enrollments.
Rounding Method	Standard Rounding Round Up Truncate	Standard Rounding: The value is rounded down if decimal value is less than .5, and up if greater than or equal to .5. Round Up: If a decimal value, round up to next whole number. Truncate: Always drop the decimal value and use the whole number.
Cost Rounding Level	1,2	Determines the number of decimal places to which the rounding method is applied.
Direct Cost	Yes, No	Determines whether this item is counted in limiting the awarding of some funds to the student's direct costs. Direct costs are costs that the student pays directly to the school. These include tuition and fees, institutional housing, meal plan, and sometimes, bookstore charges.
Billed by School	Yes, No	Determines whether the Cost Item is billed by the school. These include tuition and fees, institutional housing, meal plan, and sometimes, bookstore charges.
Institutional External Cost ID	Textbox	The Institutional External Cost Identifier field allows the system to link Cost Items across campuses. This is important for students undergoing a Campus-to-Campus Program Change. Therefore, the Cost Item's Institutional External Cost Identifier must match for all campuses if this Cost Item is the same across Campuses. If this field is left blank, R8 will populate this value with a concatenation of the Cost Name.
Lifetime Cost	Yes, No	This field allows the system to determine how to apply the cost item to the student, particularly in the case of a program change. If this box is checked, R8 will not apply this cost to the student's next program if the student has already received this cost in a prior program. If the student has not received this cost in a prior program, R8 will apply this cost in the student's next program.
Apply to End of Program	Yes, No	Applies the Cost Item to the last payment period of the student's program.
Dependency Status	Dependent Independent Independent With Dependents	The dependency status(es) this type of Cost Item should be applied to.
Housing Status	Checkbox	The housing status types the Cost Item should be applied to. The system will use the housing choice from the active ISIR that is associated with the Federal School Code for the campus the student is attending.
Residency Status	In State Out of State In District Out of District Unknown	Determines the residency status(es) this type of Cost Item should be applied to.
Apply to all states/provinces by default	Checkbox	When checked, applies to all states for residency. When unchecked, limits the Cost Item to only apply to the selected state(s) as their state of residency.
States	Dual Multi-Select Boxes ("Available" and "Selected")	Limits the Cost Item to only apply to the selected state(s) as their state of residency.
Custom Fields (UDF)	Dropdown	Available fields will be populated based on the custom fields defined by the school on Institution Setup.
Enrollment Units Min	##	The minimum Enrollment Units required to receive the cost.
Enrollment Units Max	##	The maximum Enrollment Units required to receive the cost.
Cumulative Units Min	##	The minimum Cumulative Units required to receive the cost.
Cumulative Units Max	##	The maximum Cumulative Units required to receive the cost.
Cumulative Courses Min	##	The minimum Cumulative Courses required to receive the cost.
Cumulative Courses Max	##	The maximum Cumulative Courses required to receive the cost.
Enrollment Level Min	Full-time, 3/4 Time, 1/2 Time, Less than 1/2 Time	The minimum Enrollment Level required to receive the cost. Before census date, but after the begin actual date, use actual enrollment; Initially use anticipated enrollment.
Enrollment Level Max	Full-time, 3/4 Time, 1/2 Time, Less than 1/2 Time	The maximum Enrollment Level required to receive the cost.
Academic Year Min	##	The minimum Academic Year required to receive the cost.
Academic Year Max	##	The maximum Academic Year required to receive the cost.
Grade Level Min	#	The minimum Grade Level required to receive the cost.
Grade Level Max	#	The maximum Grade Level required to receive the cost.
Week Min	##	The minimum number of Weeks in Program required to receive the cost.
Week Max	##	The minimum number of Weeks Program required to receive the cost.
Month Min	##	The minimum number of Months in Program required to receive the cost.
Month Max	##	The maximum number of Months in Program required to receive the cost.
Calendar Year Min	##	The minimum Calendar Year required to receive the cost.
Calendar Year Max	##	The maximum Calendar Year required to receive the cost.
Enrollment Start Date Min	Date	The minimum Enrollment Start Date required to receive the cost.
Enrollment Start Date Max	Date	The maximum Enrollment Start Date required to receive the cost.
Program Start Date Min	Date	The minimum Program Start Date required to receive the cost.
Program Start Date Max	Date	The maximum Program Start Date required to receive the cost.
Academic Plan Start Date Min	Date	The minimum Academic Plan Start Date required to receive the cost.
Academic Plan Start Date Max	Date	The maximum Academic Plan Start Date required to receive the cost.
User Defined Fields		Can add multiple user defined fields to the cost setup item via and "Add" button. If multiple user defined fields are added to a cost item, the student must have ALL of these cost fields, with the exact defined value, in order for the student to be assigned this cost item. (the logic is AND not OR)
Field Name	Select from drop down	Used to select a UDF item defined in Institutional setup.
Operation	Is equal to, Is not equal to	The system will validate that the student meets all of the criteria on the cost item, and if it does not, the cost item will not be assigned to the student.
Value	50 char max	If the UDF value is missing or the UDF name/operand/value combination equates to "false" the student will be NOT assigned the cost item. If the UDF name/operand/value combination equates to "true", the student WILL be assigned the cost item.
Actions	Button	Selecting the button deletes the row.

Cost Setup Data Elements

General Subtab

Cost Groups

Cost Items

User Defined Fields