CNAS Rule Setup

CNAS_SETUP_TBL

Set Up SACR, Product Related, Financial Aid, Canada Application Processing, CNAS Rule Setup

Set up options that affect your global and institutional CNAS calculations. The system includes predefined values for CSL and OSL rule sets. You can enter values for additional CNAS rule sets developed by your institution as needed by your business practices.

CNAS Messages

CNAS_MESSAGES

Set Up SACR, Product Related, Financial Aid, Canada Application Processing, CNAS Messages

Define or view the messages used by the CNAS calculation.

CNAS Option Tbl 1

CNAS_OPTION_TBL1

Set Up SACR, Product Related, Financial Aid, Canada Application Processing, CNAS Option Table, CNAS Option Tbl 1

Define or view information about your Financial Aid rule sets. You can add options for other rule sets on these pages.

CNAS Option Tbl 2

CNAS_OPTION_TBL2

Set Up SACR, Product Related, Financial Aid, Canada Application Processing, CNAS Option Table 2, CNAS Option Tbl 2

Define or view prestudy and study period option information.

CNAS Option Tbl 3

CNAS_OPTION_TBL3

Set Up SACR, Product Related, Financial Aid, Canada Application Processing, CNAS Option Table 3, CNAS Option Tbl 3

Define or view various full-time student, part-time student, or parent options.

Minimum Wage

MIN_WAGE_CSL

Set Up SACR, Product Related, Financial Aid, Canada Application Processing, CNAS Setup, Minimum Wage Setup

Define or view the minimum wage and minimum weekly work hour data for each province.

MSOL Setup

CSL_MSOL_TBL

Set Up SACR, Product Related, Financial Aid, Canada Application Processing, CNAS Setup, MSOL Setup

Define or view the amounts designated as monthly living allowances for each province.

Parent MSOL Setup

PRT_MSOL_TBL

Set Up SACR, Product Related, Financial Aid, Canada Application Processing, CNAS Setup, Parent MSOL Setup

Define or view the family size and parent MSOL amounts designated as monthly living allowances for parents in each of the provinces.

Tuition and Fees

BUDGET_CAP_TBL

Set Up SACR, Product Related, Financial Aid, Canada Application Processing, CNAS Setup, Tuition and Fees Setup, Tuition and Fees)

Define or view the budget cap amounts for non-co-op and co-op programs.

Parent Weekly CSL

PRT_WKLY_CSL

Set Up SACR, Product Related, Financial Aid, Canada Application Processing, CNAS Setup, Parent Weekly CSL

Define or view information about parent income range, base income, and percent of parent annual discretionary income.

Parent Weekly OSL

PRT_WKLY_OSL

Set Up SACR, Product Related, Financial Aid, Canada Application Processing, CNAS Setup, Parent Weekly OSL

Define or view information about parent income range, base income, net income percentage, and percent of parent annual discretionary income based on requirements of the OSL.

Parent Yearly Inc (parent yearly income)

PRT_YEARLY_TBL

Set Up SACR, Product Related, Financial Aid, Canada Application Processing, CNAS Setup, Parent Yearly Inc

Define or view information about family size, contribution limits, and which income formula to use in calculations.

Program Weekly Max (program weekly maximum)

PGM_WKLY_MAX

Set Up SACR, Product Related, Financial Aid, Canada Application Processing, CNAS Setup, Program Weekly Max

Define or view the maximum entitlement for CSL, CSG, and OSL programs based on student status categories.

Prestudy Tax Setup

STDNT_PS_TX_TBL

Set Up SACR, Product Related, Financial Aid, Canada Application Processing, CNAS Setup, Prestudy Tax Setup

Define or view information about tax deductions from the student's monthly income during the prestudy period.

Study Pd Tax Setup (study period tax setup)

STD_SP_TX_TBL

Set Up SACR, Product Related, Financial Aid, Canada Application Processing, CNAS Setup, Study Pd Tax Setup

Define or view information about tax deductions from the student's monthly income during the study period.

Spouse Tax Setup

SPS_MTHL_TX_TBL

Set Up SACR, Product Related, Financial Aid, Canada Application Processing, CNAS Setup, Spouse Tax Setup

Define or view information about tax deductions from a student's spousal monthly income during the study period.

Parent Fed Tax

PRT_FED_TX_TBL

Set Up SACR, Product Related, Financial Aid, Canada Application Processing, CNAS Setup, Parent Fed Tax

Define or view information about federal tax deductions from the monthly income of the parents of a student during the study period.

Parent Prov Tax (parent provincial tax)

PRT_PROV_TX_TBL

Set Up SACR, Product Related, Financial Aid, Canada Application Processing, CNAS Setup, Parent Prov Tax

Define or view information about the provincial tax deductions from the monthly income of the parents of a student during the study period.

Part-time Max (part-time maximum)

PT_MAX_TBL

Set Up SACR, Product Related, Financial Aid, Canada Application Processing, CNAS Setup, Part-time Max

Define or view the maximum entitlement of part-time students for special opportunity grant (SOG) and part-time CSL loan programs based on family size.

Add Institutional Application

INST_ADD_GBL

Financial Aid, Canadian Application Data, Add Institutional Application

Define or view the application source code for a full-time or part-time student application.

Cost Code Setup

CAN_COST_CODE

Set Up SACR, Product Related, Financial Aid, Canada Application Processing, Cost Code Setup

Define or view the cost codes for your institution.

CNAS Rule Set

Enter a letter code to identify the CNAS rule set that you create.

Description

Enter a description for the CNAS rule set that you create.

Short Description

Enter a corresponding short description for the CNAS rule set that you create.

CNAS Rule Set

The system displays the CNAS rule set used for basic calculations. Select a value to determine the type of calculation to perform. Values are:

C − CSL: Select to invoke Canadian rules for contributions and calculations.

O — OSL: Select to invoke OSL rules for contributions and calculations.

Required High School Years

Enter the number of years that students are required to be out of high school to be considered independent.

Required Residence Length

Enter translate values that correspond to translate values on the student's application.

1: Less than 12 months

2: At least 12 months

Common-law Years

Enter the number of years of a student's common-law marriage that are required for a student to be considered independent.

FM/IM Use

Select a value.

F: Select to update federal need and family contribution (FC) values with calculation results.

I: Select to update institutional need and family contribution values with calculation results.

B: Select to update both federal and institutional values.

CSL Numeric Variable

Select a numeric packaging variable in which to store the CSL amount. If you leave this field blank, the system does not write the value to packaging variables.

Prov Loan Numeric Variable (provincial loan numeric variable)

Select a numeric packaging variable in which to store the provincial loan amount. If you leave this field blank, the system does not write the value to packaging variables.

CSG Numeric Variable

Select a numeric packaging variable in which to store the CSG amount. If you leave this field blank, the system does not write the value to packaging variables.

Institution Province

Enter the province of your institution.

Award Period Use

Calculation results are populated in the Student Award Period record based on translate values. Select from the following values:

A: Academic period.

N: Nonstandard period.

B: Both academic and nonstandard periods.

Use Cost of Attendance

Select which cost of attendance value is used. Values are:

F: Fed Year COA (federal year cost of attendance)

I: Inst Year COA (institutional year cost of attendance)

Workforce Option

Select to specify that students in workforce are considered independent.

Use Caps

Select to use budget caps associated with Additional Cost Recovery programs. This is necessary only if the academic program is not set up as deregulated.

Budget Item Category

Select which budget items to use in the budget cap calculation.

Prestudy Contribution Rate

Enter the rate used to calculate the expected prestudy contribution from actual income.

Prestudy Allow Against Minimum

Enter a dollar amount used as an allowance against the minimum student contribution.

Prestudy Allow Against Actual

Enter a CAD amount used as an allowance against the actual student contribution calculated.

Prestudy Minimum Contribution

Enter a minimum prestudy student contribution to be enforced when the actual result of the calculation is below minimum.

Prestudy Maximum Weeks

Enter the number of weeks that are considered as the prestudy work period.

Prestudy Minimum Weeks

Enter the minimum number of prestudy weeks required to charge a minimum student contribution.

Prestudy Spouse Percent

Enter the percent of the student's spousal income that is considered in calculating the contribution.

Study Period Contribution Rate

(CSL only) Enter the rate used to calculate the expected study period contribution from actual income.

Study Pd Allow Against Income (study period allowed against income)

(CSL only) Enter an amount used as an allowance against the actual calculated student contribution.

Study Pd Govt Benefit Allow (study period government benefits allowance)

(Both CSL and OSL) Enter an amount used to reduce the living allowance in the assessment of costs for the student.

Study Pd Govt Contrib Rate (study period government contribution rate)

(Both CSL and OSL) Enter the percent of the student's expected income from government benefits, typically 100 percent.

Study Period Spouse Percent

(CSL only) Enter the percent of the student's spousal income that is considered in calculating the contribution.

Study Pd Allowance - Merit (study period allowance for merit)

Enter the weekly study period allowance used to reduce the contribution from income for students who receive merit scholarships.

Study Pd Allowance - Non-Merit (study period allowance for non-merit)

Enter the weekly study period allowance used to reduce the contribution from income for students who do not receive scholarships.

Study Pd Spouse Pct 1 in Col (study period percentage spouse 1 in college)

Enter the percentage of the student's spousal income that is considered in calculating the contribution if only the student is in college.

Study Pd Spouse Pct 2 in Col (study period percentage spouse 2 in college)

Enter the percentage of the student's spousal income that is considered in calculating the contribution if both the student and the spouse are in college.

RRSP Yearly Adjustment (registered retirement savings plans yearly adjustment)

Enter the annual amount of retirement accounts registered to students and to student and spouse or common-law partner, if applicable, that are recognized as an allowance.

Disability Exemption 1

Enter the amount allowed for a student's first disability.

Disability Exemption 2

Enter the amount allowed for a student's second disability.

Disability Exemption 3

Enter the amount allowed for a student's third disability.

Car Allowance

Enter the amount allowed for a student-owned vehicle. The Financial Aid Administrator can increase the asset exemption level for vehicles up to 10,000 CAD in specific situations.

Asset Allowance

Enter the exemption amount allowed to reduce asset value.

Asset Contribution Rate

Enter the percentage rate used to assess a contribution based on assets.

Full-Time Loan Minimum Amount

Enter the minimum amount that can be loaned to a full-time student.

Part-Time Loan Minimum Amount

Enter the minimum amount that can be loaned to a part-time student.

Parent CPP Maximum

Enter the maximum annual contribution allowance for parents to the Canada Pension Program (CPP) based on income.

Parent Maximum Employment Ins (parent maximum employment insurance)

Enter the maximum annual contribution allowance for parents to the Employment Insurance program.

Parent Income Allowance

Enter the allowance amount that is applied against parents' income.

Parent Contrib Calc w/Table E (parent contribution calculation with table E)

Enter Y (yes) to base the calculation for the parents' contribution on information contained in Table E in the Ontario Student Assistance Program Manual.

Part-time Percentage

Enter the percentage of a full class load under which a student is considered a part-time student.

Part-time Disabled Percentage

Enter the percentage of a full class load under which a student with a disability is considered a part-time student.

MSOL Student Category

Enter a value for the moderate standard of living student category. Values are:

1: Single away from home

2: Single Parent

3: Married

4: Dependent Person

5: Single at Home

Family Size

Enter the family size. For a dependent student, family size includes the student, parents, and dependent siblings. For an independent student, family size includes the student, the student's spouse, and any dependent children living with the student full-time during the study period.

Parent MSOL Amount

Enter the MSOL amount for each family size.

Number of Terms

Enter the number of terms attended by the student.

Non-Coop Cap

Enter the combined cap amounts for tuition and compulsory fees for provincial colleges and universities for noncooperative programs. Tuition and fees are capped based on whether a program is regulated.

Co-op Cap

Enter the combined cap amounts for tuition and compulsory fees for provincial colleges and universities for cooperative programs. Tuition and fees are capped based on whether a program is regulated.

Program Student Category

Select the category into which the student belongs for a program. These values are delivered with the system.

CSL Maximum

Enter the CSL maximum for each program student category.

CSG Maximum

Enter the CSG maximum for each program student category.

OSL Maximum

Enter the OSL maximum for each program student category.

Family Size

Enter the student's family size for each maximum amount.

SOG Maximum

Enter the maximum SOG for each family size. The maximum amounts are based on the maximum total family gross income, assets, and family size.

Part-time Loan Maximum

Enter the maximum for a part-time CSL for each family size. The maximum amounts are based on the maximum total family gross income, assets, and family size.

Application Source Code

Select an application source code. Values for Canadian institutions are:

O: Full-time Canada Student Loan.

P: Part-time Canada Student Loan.