0.003/13/99 KATHY CAMPER 1.0 PROGRAM NARRATIVE ----------------- FIN361S ********** IMPACT STATEMENT ************ * PLEASE NOTIFY VWCC WHEN MODIFICATIONS ARE * * MADE TO THIS SUBPROGRAM SO THAT THEY CAN * * DETERMINE IF THEIR BOOKSTORE INTERFACE IS * * IMPACTED. * ********************************************** THE PURPOSE OF THIS SUBPROGRAM IS TO PERFORM TERM AWARD CALCULA- TIONS FOR LOANS AND/OR GRANTS FOR INDIVIDUAL STUDENTS. THE AWARD CALCULATION DATA IS PASSED IN A TABLE FORMAT, WITH ENTRIES FOR EACH LOAN OR GRANT (EXCLUDING PELL, SEOG, AND CSAP) THAT THE STUDENT IS ELIGIBLE FOR. THE SPECIFIC LOANS AND GRANTS TO BE PROCESSED ARE DETERMINED BY THE USER WHEN FIRST CALLING FIN321S, WHICH IN TURN INITIALIZES THE AIDLINK LINKAGE AREA FOR FIN361S. THE FOLLOWING PROCESSING APPLIES TO ALL LOANS/GRANTS WHICH ARE HANDLED BY THIS SUBPROGRAM: EACH COLLEGE CAN DEFINE THE TERMS FOR WHICH EACH LOAN OR GRANT WILL BE DISTRIBUTED, AS WELL AS THE METHOD AND PARAMETERS FOR THE CALCULATION OF THE TERM AWARD. THIS DATA IS ENTERED VIA FIN026. IF TERM AWARDS ARE NOT TO BE CALCULATED (0 IN NUMBER OF AWARD TERMS IN STLFAPGM AND AWARD SEGMENTS), NO TERM AWARDS WILL BE CALCULATED, AND THE AMOUNT ENTERED IN THE ANNUAL AWARD IS ASSUMED TO BE THE AMOUNT USED YEAR-TO-DATE. IF NUMBER OF AWARD TERMS IS 1, 2, OR 3, TERM AWARDS CAN BE CALCULATED AS A PER-CREDIT RATE OR AS A PERCENTAGE OF A SET TERM AWARD BASED ON THE ENROLLMENT LEVEL. IF A PER-CREDIT RATE IS USED, A MINIMUM NUMBER OF CREDITS CAN BE SPECIFIED TO RECEIVE A TERM AWARD. FOR EXAMPLE, THE COLLEGE MAY DETERMINE THAT STUDENTS ENROLLED FOR AT LEAST 6 CREDIT HOURS WILL RECEIVE 41.00 PER CREDIT HOUR. AN EXAMPLE OF USING ENROLLMENT LEVELS: COLLEGE USING 2 LEVELS OF ENROLLMENT COULD SPECIFY THAT CREDITS OF 12.00 THROUGH 99.99 WOULD RESULT IN 100% (1.00) OF THE TERM AWARD BEING GIVEN, AND CREDITS OF 6.00 THROUGH 11.99 WOULD CALCULATE 50% (.50) OF THE TERM AWARD. THE CALCULATIONS FOR A STUDENT WITH A $400.00 TERM AWARD WOULD BE AS FOLLOWS: ENROLLED CREDITS BETWEEN 12.00 AND 99.99: 400.00 X 1.00 = 400.00 BASE AWARD ENROLLED CREDITS BETWEEN 06.00 AND 11.99: 400.00 X 0.50 = 200.00 BASE AWARD UP TO FOUR DIFFERENT ENROLLMENT LEVEL CALCULATIONS CAN BE SPECIFIED FOR ANY AID PROGRAM. THE COLLEGE MAY ALSO CHOOSE WHETHER TO EXCLUDE INELIGIBLE ENROLLMENT CREDITS FROM THE CALCULATION OF THE TERM AWARD. IF THIS IS SPECIFIED ON FIN026, THE INELIGIBLE CREDITS WILL NOT BE INCLUDED IN THE TERM CREDITS FOR CALCULATION THE AWARD AMOUNT. IN ADDITION, THE COLLEGE CAN DECIDE IF THE STUDENTS ACADEMIC STATUS WILL AFFECT HIS TERM AWARD CALCULATED. STUDENTS CODED AS BEING ON FINANCIAL AID SUSPENSION WILL NOT GETN AN AWARD. ADDITIONALLY, WHEN THE TERM TO BE PROCESSED IS CLOSED THE BASE AWARD WILL NOT BE RECALULTED BUT WILL BE READ DIRECTLY FROM THE TERM TOTAL RECORDS. ONCE THE BASE AWARD HAS BEEN DETERMINED FROM THE ENROLLMENT, THE NET ADJUSTMENTS WILL BE APPLIED TO FIND THE ADJUSTED TERM AWARD. THE CURRENT CHARGES AND DISBURSEMENTS ARE SUBTRACTED TO CALCULATE THE AVAILABLE REMAINING TERM AMOUNT. THE FUNDS CHARGED, DISBURSED OR ADJUSTED IN THE OTHER TERMS OF THE FINANCIAL AID YEAR ARE ACCUMULATED TO FIND THE TOTAL USED YEAR-TO-DATE. WHEN THE AMOUNT REMAINING FOR THE FINANCIAL AID YEAR IS LESS THAN THE ADJUSTED AWARD AMOUNT, THE REMAINING YEARLY AWARD IS USED AS THE ADJUSTED AWARD TO PREVENT OVER-DISBURSEMENT FOR THE YEAR. AS WITH THE BASE AWARD, WHEN A TERM IS MARKED AS CLOSED, THE DETAIL AMOUNTS ARE OVERRIDDEN WITH THE AMOUNTS FROM THE TERM TOTAL SEGMENTS. THE OPTIONS THAT CONTROL THE PROCESSING FOR THE FINANCIAL AID YEAR AND THE ACCOUNTS RECEIVABLE RECORDS ARE PASSED TO THIS SUB- PROGRAM BY FIN321S. THERE ARE SEVERAL COPY MEMBERS THAT ARE USED TO SEND THE DATA BETWEEN THE CALLING PROGRAM, FIN321S AND THIS SUBPROGRAM. THEY ARE CTLFINYR (FINANCIAL AID CONTROL DATA), ACCTDATA (ACCOUNTS RECEIVABLE DETAILS) AND AIDLINK (LOAN/GRANT AWARD DATA). PROCESSING SPECIFICS: + ____________________ THE FOLLOWING DATA AREAS MUST BE PASSED TO FIN361S: CTLDBD PCB FINDBD PCB ACCTDATA LINKAGE AREA AIDLINK LINKAGE AREA CTLFINYR LINKAGE AREA PASS STATUS AREA THE CALLING PROGRAM MUST FIRST CALL FIN321S, WHICH RETRIEVES STUDENT ACCOUNTS RECEIVABLE DATA FOR ALL AID PROGRAMS AND INITIALIZES THE AIDLINK AREA. THE CALLING PROGRAM MUST ALSO SET THE FOLLOWING FIELDS IN AIDLINK: PROCESS-TERM - YEAR/TERM FOR TERM AWARD CALCULATION FIN-AID-SOCSEC - SSNO OF STUDENT TO BE PROCESSED THE PASS STATUS AREA MUST ALSO BE SET TO SPACES. THE FOLLOWING DATA WILL BE RETURNED IN AIDLINK FOR EACH AWARD: + _____________________________________________________________ AID-TERM-AWARD - TERM AWARD FROM LOANQTOT OR GRNTQTOT AID-BASE-AWARD - CALCULATED ENROLLMENT-BASED AWARD AID-TUITION-CHG - TERM TUITION CHARGES FROM ACCTDATA TABLE AID-ACT-CHG - TERM ACTIVITY FEE CHARGES FROM ACCTDATA AID-MISC-CHG - TERM MISC. FEE CHARGES FROM ACCTDATA AID-LAB-CHG - TERM LAB FEE CHARGES FROM ACCTDATA AID-USED-YTD - CALCULATED FROM CHARGES & DISBURSEMENTS IF NUMBER OF AWARD TERMS > ZERO, IF AWARD TERMS = ZERO, FIELD WILL CONTAIN ANNUAL AWARD AMOUNT AID-REM-YTD - ANNUAL AWARD - USED YTD AID-ADJ-AWARD - ENROLLMENT-BASED TERM AWARD WITH AWARD ADJUSTMENTS ADDED AND/OR SUBTRACTED AID-ADJ-TOT - NET TOTAL OF ADJUSTMENT RECORDS FOR TERM AID-DISB-TOT - NET TOTAL OF CHECK RECORDS FOR TERM AID-REM-AWARD - NET REMAINING TERM AWARD AID-ADJ-TABLE - DETAIL TABLE OF TERM ADJUSTMENTS, ONLY RETURNED IF ADJ-CK-FLAG IN ACCTDATA = 'F' AID-DISB-TABLE - DETAIL TABLE OF TERM CHECKS, ONLY RETURNED IF ADJ-CK-FLAG IN ACCTDATA = 'F' AID-TERMS-TABLE - TOTAL DATA FOR AID YEAR TERMS OTHER THAN PROCESS-TERM 2.0 SAMPLE JCL N/A ---------- 3.0 JOB SETUP INSTRUCTIONS N/A ---------------------- 4.0 FILES ----- 4.1 DATA BASE SEGMENTS USED: 1. CTLDBD A. CTLFPAGM (READ) B. CTLFINYR - PASSED IN LINKAGE, NOT READ FROM DB 1. FINDBD A. LOANMSTR (READ) B. LOANADJ (READ) C. LOANDISB (READ) D. LOANQTOT (READ) E. GRNTAWRD (READ) B. GRNTADJ (READ) C. GRNTDISB (READ) D. GRNTQTOT (READ) 4.2 ADDITIONAL FILES USED: N/A 4.3 INPUT/OUTPUT RECORD LAYOUT: N/A 5.0 SPECIAL OUTPUT MESSAGES N/A ----------------------- 6.0 SPECIAL FEATURES ---------------- 6.1 CALLING PROGRAMS: FIN010 FIN369 FIN060 FIN372 FIN070 FIN395 FIN100 FIN396 FIN110 FIN590 FIN360 REC040 6.2 SUBPROGRAMS CALLED: N/A 6.3 MESSAGE CODES N/A 7.0 PROGRAM OPTIONS: N/A --------------- 8.0 PROGRAM CHANGE HISTORY: ---------------------- 8.1 RELEASE VERSION: V4.42 CHANGE DATE: JULY 1992. PROGRAMMER: KATHY CAMPER PROGRAM REQUEST NO: 00010499 PROGRAM DESCRIPTION: NEW SUBPROGRAM TO INTEGRATE GRANT DISBURSEMENT CAPABILITIES INTO THE SIS FINANCIAL AID SUBSYSTEM. 8.2 VERSION: V5.02 CHANGE DATE: 07/12/93 PROGRAMMER: KATHY CAMPER PROGRAM REQUEST NO: 00012663 CHANGE DESCRIPTION: - MODIFIED PROGRAM TO ACCUMULATE THE NET ADJUSTMENT TOTALS FOR THE "OTHER" TERMS OF THE YEAR FROM THE ADJUSTMENT DETAIL SEGMENTS IF THE TERMS ARE NOT CLOSED. IF THE TERMS ARE CLOSED, THE NET ADJUSTMENT AMOUNTS FROM THE TERM TOTALS SEGMENTS ARE USED. PROGRAM REQUEST NO: 00012730 - CORRECTED PARAGRAPHS THAT RETRIEVE THE LOAN AND GRANT QTOT SEGMENTS TO ENSURE THAT THE TERM-BOOKSTORE-CHARGE FIELD IS INITIALIZED TO ZERO WHEN THE SEGMENT IS NOT FOUND. ALL OTHER QTOT FIELDS WERE BEING INITIALIAZED BUT THE BOOKSTORE CHARGES FIELD WAS OVERLOOKED. IN A SUBSEQUENT ROUTINE, THE FIELDS ARE CHECKED TO BE NUMERIC AND SINCE THE BOOKSTORE CHARGE FIELD WAS NOT INITIALIZED THE MESSAGE WAS GENERATED. THIS OCCURRED IN FIN010 WHEN AWARDS HAD BEEN ADDED WITH CONTROL DATA THAT WAS LATER CHANGED AND PREVENTED THE USER FROM CORRECTING THE AWARD DATA SINCE THEY COULD NOT GET PAST THE MESSAGE. - MODIFIED ROUNDING OF ENROLLMENT BASED AWARDS TO ROUND TO PENNIES INSTEAD OF DOLLARS SO THAT MORE EXACT AMOUNTS ARE USED. 8.3 VERSION: V5.06 CHANGE DATE: 11/05/93 PROGRAMMER: KATHY CAMPER PROGRAM REQUEST NO: 00013263 CHANGE DESCRIPTION: - ADDED NOTE TO PROGRAM SOURCE AND DOCUMENTATION TO NOTIFY VWCC WHEN CHANGES ARE MADE TO SUBPROGRAM SO THAT THEY CAN DETERMINE IF THEIR BOOKSTORE INTERFACE PROGRAMS ARE IMPACTED. 8.4 VERSION: V5.09 CHANGE DATE: 02/01/94 PROGRAMMER: KATHY CAMPER PROGRAM REQUEST NO: 00013816 CHANGE DESCRIPTION: - CORRECTED HANDLING OF LAB CHARGES FOR CLOSED TERMS. SUBPROGRAM WAS RETRIEVING THE LAB CHARGES FROM THE ACCTDATA LINKAGE AREA, BUT DID NOT ZERO IT OUT WHEN IT LATER DETERMINED THAT IT WAS SUPPOSED TO USE THE DATA FROM THE QTOT SEGMENT FOR CLOSED TERMS. PROGRAM REQUEST NO: 00013788 CHANGE DESCRIPTION: - CHECKED PROGRAM TO ENSURE THAT INELIG-CREDITS ARE USED PROPERLY. THIS SUBPROGRAM DOES EXCLUDE THEM FOR AWARDS WHICH HAVE THE "EXCLUDE-INELIG-CREDITS" FIELD = 'Y'. 8.5 VERSION: V5.13 CHANGE DATE: 06/17/94 PROGRAMMER: KATHY CAMPER PROGRAM REQUEST NO: 00013659 CHANGE DESCRIPTION: - MODIFIED SUBPROGRAM TO ALLOW ENROLLMENT BASED AWARD TO BE UP TO TOTAL REMAINING YEARLY AMOUNT WHEN USING PER- CREDIT CALCULATION METHOD. 8.6 VERSION: V5.15S CHANGE DATE: 08/94 PROGRAMMER: KATHY CAMPER PROGRAM REQUEST NO: 00014352 CHANGE DESCRIPTION: - MODIFIED TO RETURN TERM DISBURSED AMOUNT EVEN WHEN BOTH COMPUTER DISBURSE AND CHARGE TUITION FLAGS SET TO 'N'. THE AMOUNTS ARE RETRIEVED FROM QUARTER-NET-DISBURSEMENT FIELD IN THE QTOT SEGMENTS. NO CALCULATIONS OF BASE, ADJUSTED, OR REMAINING AWARD ARE PERFORMED WHEN FLAGS ARE BOTH 'N'. 8.7 VERSION: V6.0 CHANGE DATE: 10/95 PROGRAMMER: KATHY CAMPER PROGRAM REQUEST NO: 00015424 CHANGE DESCRIPTION: - INCREASED SIZE OF WORKING STORAGE NET DISBURSEMENT FIELD. - MODIFIED LOGIC TO HANDLE EXPANDED DISBURSEMENTS TABLE. - MODIFIED TO USE NEW MAXIMUM CREDITS FIELD FOR PER-CREDIT RATE CALCULATIONS. IF STUDENT IS REGISTERED FOR MORE THAN THE MAXIMUM CREDITS, NO AWARD IS CALCULATED. PROGRAM REQUEST NO: 00016368 CHANGE DESCRIPTION: - MODIFIED TO USE NEW AIDLINK FIELD ACCT-REC-CONNECT-FLAG. THIS FIELD TELLS FIN361S WHETHER OR NOT THE ACCOUNTS SEGMENTS CONTAIN THE FINANCIAL AID AWARD IDENTIFIERS. STUACCTD SEGMENTS CREATED PRIOR TO THE INSTALLATION OF THE 6.0 RELEASE WILL NOT CONTAIN THE IDENTIFIER, AND FIN361S HAS TO KNOW WHICH WAY TO PROCESS THE A/R DATA. 8.8 VERSION NO: V6.04 CHANGE DATE: 06/96 PROGRAMMER NAME: KATHY CAMPER PROGRAM CHANGE REQUEST NO: 00016937 DESCRIPTION OF CHANGE: CORRECTED CALCULATION OF MAXIMUM TERM AWARD. 8.9 VERSION NO: V6.05 CHANGE DATE: 08/96 PROGRAMMER NAME: KATHY CAMPER PROGRAM CHANGE REQUEST NO: 00017082 DESCRIPTION OF CHANGE: -FURTHER CORRECTIONS MADE TO CALCULATION OF MAXIMUM ELIGIBLE TERM AWARD AMOUNT. 8.10 VERSION NO: V7.00 CHANGE DATE: 05/97 PROGRAMMER NAME: KATHY CAMPER PROGRAM CHANGE REQUEST NO: 00017588 DESCRIPTION OF CHANGE: - MODIFIED PROGRAM TO ELIMINATE USE OF ACTIVITY AND MISC. FEES TO CONFORM WITH NEW FEES HANDLING BY ACCOUNTS RECEIVABLE PROGRAMS. 8.11 VERSION NO.: V7.02 CHANGE DATE: 03/98 PROGRAMMER NAME: KATHY CAMPER PROGRAM CHANGE REQUEST NO.: N/A DESCRIPTION OF CHANGE: PROGRAM RECOMPILED AND TESTED USING THE NEW COBOL COMPILER. NO Y2K CHANGES REQUIRED.