R2T4 Charges Guide
Use this workbook to define Charge Types for U.S. Department of Education (ED) Return to Title IV (R2T4) calculations.
Workbook Description
The file name for this workbook is R2T4_Charges.csv.
Configuration Workbooks are delivered in the form of Excel spreadsheets. In these
spreadsheets, every configurable field is represented as a spreadsheet column and
there are as many spreadsheet rows as needed for that particular configuration. Here
are the column descriptions:
- Field Name.
- Column: Spreadsheet column associated with the field.
- Required?: Denote if you're required to populate the field or not.
- Field Type and Accepted Values:
- String: These are usually alphanumeric.
- Integer: Numeric, a whole number.
- Double: Numeric with places to the right of the decimal.
- Enumeration: List of values.
- Boolean: True or False, Yes or No.
- Groovy script: A logical query using groovy script.
- Date: yyyy-mm-dd format.
- Description.
| Field Name | Column | Required? | Field Type and Accepted Values | Description |
| OPEID | A | Y |
String. ED assigned Office of Post-secondary Education ID (OPEID) an 8-digit number. |
Refer to the OPEID column of School Workbook and ensure that the
OPEIDs in both this workbook and the School workbook remain in
sync.
|
| State of Legal Residence | B | Y |
String. State of legal residence ISIR value. |
See State/Country/Jurisdiction Codes in the Processing Codes section of ED's Electronic Data Exchange (EDE) Technical Reference. |
| Primary Program Modality | C | Y | Enumeration.
|
Modality of the student's primary program. |
| Charge Types | D | Y | Enumeration.
|
Applicable charge types to be used to sum all institutional charges in the R2T4 calculation. |
Enable the Configuration in the UI
You do not have to complete any setup in the user interface to enable this configuration.
Configuration in the User Interface
The configuration is visible in the Student Financial Planning User Interface if you navigate to the following screens: