Calculating SAIs/EFCs in Mass

You can perform both Federal Methodology (FM) and Institutional Methodology (IM) need analysis calculations in mass.

This process uses the FM Need Analysis Calculator (FM NAC) for FM EFC calculations and INAS for IM EFC calculations.

With the delivery of IM each year, the Application Type value is limited to Profile. After FM is delivered, values of Both Federal and Profile and Federal are available as additional processing options.

Mass EFC Parallel Processing setup is required to be completed prior to using the Mass EFC Calculation process. See Defining Installation Level Defaults, "Mass SAI/EFC Parallel Processing Setup" for more information. .

You can run mass SAI/EFC calculations automatically after each ISIR data load or as a separate user-controlled process.

Records loaded into the INAS_CALC_RECS table are selected for processing.

Field or Control	Description
Application Type	Select the application type to run batch calculations from these options: B: Both Federal and Profile F: Federal P: Profile
Calculate Inst NCP (calculate institutional non custodial parent contribution)	Select this check box to calculate the non custodial parent contribution for IM. This check box is only available when Profile applications are selected for processing. Note: Calculate the non-custodial parent contribution before invoking the regular INAS calculation. Calculating a non custodial parent contribution creates an INAS Extension record, selects the Use Non-Custodial Parent Contribution check box and populates the PC From Non-Custodial Parent (parent contribution from non-custodial parent) field in INAS Extension 5. After this, when the regular INAS calculation is invoked, the non-custodial parent contribution is added to the Custodial Parent contribution and overall expected family contribution.
Clear Calc Requests (clear calculation requests)	If you select Y, the files are removed from the table after the batch calculation. You can't run batch FM NAC or INAS on these files again unless they are added to INAS_CALC_RECS by loading new ISIR files with the appropriate data load parameters or by using Population Update.
Population Selection	Select to this option to use equation engine, external file, or PS query to calculate FM SAI/EFCs or IM EFCs for a specific population.