Defining Waivers and Waiver Groups

Select to allow the default values in this waiver to be manually overridden. When you select this check box, it indicates that:

• This waiver code can be used in the Assign Student Waiver page and Mass Assign Student Waivers page.

• The waiver calculation process uses the values in the Assign Student Waiver table to override the waiver code values.

See Assigning Student Waivers.

The check box is deselected by default.

If the check box is selected and you deselect it, you receive an error message if rows exist in the Assign Student Waiver table (does not apply to previous rows).

If the check box is deselected and you select it, you receive an error message if the waiver code is used in a tuition group.

Select a Waiver Type:

Net: This option refers to the remaining balance to be paid and is associated with a Waiver Offset or Waive Percentage value. The Tuition Calculation process uses only the Net waiver type when it calculates term fees and course/class fees.

Gross: This option refers to the original amount to be paid. This option is selected by default.

Select the criteria to use to determine the student's eligibility for a waiver. If the criteria option is selected as:

• Use Criteria or Use Equation, the Tuition Calculation process uses the selected criteria to check the student's eligibility for the waiver.

• No Criteria, you must manually verify the student's eligibility.

Enter an amount the students potentially pay themselves. For example, you might waive all tuition fees for employees, but want them to pay at least 100 USD. Enter 100 in this field, and the system reduces the calculated waiver by 100 USD.

Select to move any excess waiver amounts to the account defined for excesses.

If only a percentage of a fee is to be waived, enter that percentage in this field.

When using ITEM_SF installments, the value you enter in this field represents the percentage of the fee that is waived for each ITEM_SF installment. For example, if you create six ITEM_SF installments of 500 USD each and you set the waiver percentage to 10%, then each ITEM_SF installment will be reduced by 50 USD.

Select an item type group if you want the option of attaching the waiver to a tuition group. When a waiver is attached to a tuition group, an item type group is necessary to limit which fees are affected. If the waiver is attached to a term fee, class, course, or course list fee, the program does not consider the item type group because the waiver is attached at a more specific level.

If the waiver is based on the amount of units in a student's course load, enter the per unit amount.

ITEM_SF installments do not support Amount/Unit. If you use this field for ITEM_SF installments, the following message appears in review calculation: Amt per Unit Waivers are not supported for Tuition Installments. However, fees will still be calculated and posted.

You can waive a flat amount for students who meet the criteria. If you select this option, do not complete the Waive Percentage and Waiver Offset fields.

When using ITEM_SF installments, the value you enter in this field represents the amount that is waived for each ITEM_SF installment. For example, if you create six ITEM_SF installments and you set the waiver flat amount to 120 USD, then each ITEM_SF installment can be reduced by 120 USD.

Select to allow the proration of fees for dropped classes or term withdrawals. The check box is deselected by default. This option is for term fee waivers only.

You can select the check box only if you have entered a value in the Amount/Unit field.

To allow waiver proration, you must select Track Class Pricing in the Term Fees page. The FEE_CLASS_PRICE table is used to determine the class refund percent.

To illustrate how this option works, consider this scenario. A student is enrolled in six units (two classes, each class is three billing units). The term fee is 200 per unit. A waiver is set for 50 per unit. The tuition amounts to 1200 USD and a waiver of 300 USD is applied. The balance amounts to 900 USD. Then the student drops one class. The refund is 80%. During the Tuition Calculation process, the drop cost is calculated at 120 and then added to the amount of the term fee: 120 + 600 = 720. If the Prorate Dropped Units field is selected on the waiver, the class billable units is calculated as the billable unit multiplied by(1–(Refund Rate / 100)), then the product is added to the total billable units: (one class dropped) 3 x 0.20 = 0.60 billable units. Add 0.60 to 3 (units enrolled in): 0.60 + 3 = 3.60 total billable units. The amount of waiver with the prorated dropped units is: 3.60 x 50 = 180. The waiver is deducted from the tuition:720–180 = 540, which is the total student balance.

See:

• Defining Term and Session Fees

• Specifying Tuition Calculation Parameters

Define the last day that a dropped class can be included in the calculation of the amount/unit portion of a waiver.

This date is used to determine the total number of billable units.

If the class drop date falls later than Adjust Until Date, then the class billable units are added to the total number of billable units. However, if the class drop date falls later than Adjust Until Date, and you select Prorate Dropped Units, then the Amt/Unit waiver will include an amount for all units and not just the non-refunded units.

If this field is blank, dropped classes are not included in the total number of billable units.

The total number of billable units is used in calculating the value for Amount/Unit.

To illustrate how this option works, consider this scenario. A student is enrolled in six units (two classes, each class is three billing units). The term fee is 200 per unit. A waiver is set for 50 per unit. The tuition amounts to 1200 USD and a waiver of 300 USD is applied. The balance amounts to 900 USD. Then the student drops one class. The refund is 80%. During the Tuition Calculation process, the drop cost is calculated at 120 and then added to the amount of the term fee: 120 + 600 = 720. The date used in the Adjust Until Date field determines if all billing units are used to calculate the waiver or just the enrolled units. The Tuition Calculation process compares the drop date to the Adjust Until Date field. In this example, if the drop date falls later than the Adjust Until Date, the waiver is based on all units: 6 x 50 = 300. If the drop date falls earlier or on the same date as the Adjust Until Date, the waiver is based on just the enrolled units: 3 x 50 = 150.

Enter the maximum amount that can be waived relative to the fees per term, session, or class.

Select to control whether the waiver adjusts taxes that are associated with a charge. Selecting this option does not increase the amount of the waiver, but distributes it proportionately across the charge and tax. When you select this option, the Tax Waiver Account Type and Tax Waiver Item Type fields become available.

Select to add the amount of the tax to the waiver. When selected, this option can cause the total waiver to exceed the maximum amount limits.

Enter an account type for the waived tax. The default value is the same as for the waiver account type, but you can override it.

Enter an item type for the waived tax. The default value is the same as for the waiver item type, but you can override it.

Add a waiver to the waiver group.

Enter a number from 1 to 998 to indicate the order in which waivers should be calculated. The default value is 999 and indicates no priority. The lower the number you use, the higher the priority.

You can assign the same priority number to multiple waiver codes. If waiver codes have the same priority number, then the priority is calculated based on alphabetical order.