Program Fee & Differential Tuition (PFDT) Dashboard

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Presentation transcript:

Program Fee & Differential Tuition (PFDT) Dashboard Office of the Provost and University Analytics & Institutional Research April 16, 2019

INTRODUCTION

AGENDA PFDT OVERVIEW BUDGET AND FINANCIAL MANAGEMENT FINANCIAL AID SET-ASIDE (FAS) CHARGES & PAYMENTS OVER/UNDER REALIZED REVENUE YEAR-END REPORTING LIVE DEMONSTRATION

PFDT DASHBOARD UAccess Analytics> Dashboards> Student> Course and Fee Management> Program Fee and Differential Tuition (tab)>

PFDT OVERVIEW Actuals Budget vs Actuals Budget Balance + Encumbrances Allocation from Net Revenues Income vs Expense Trend Expenditure by Category Trend Notifications

PFDT Overview Fee Management Financial Management FAS Management Beginning Balance Income Expense Current Balance % of Usage Fee Management Students Charged YTD Charged to Students Outstanding amount Avg. Charge / student FAS Management Students Awarded YTD Awarded YTD amount Available to Award Pending Disbursement Disbursed amount YTD

Budget & Financial Management Actuals & Budget Actuals YTD (Categories) Budget Vs. Actuals YTD Budget Balance + Encumbrances YTD Visuals Allocations from Net Revenue Income Vs. Expenses Trend Expenditures by Category Trend

Financial Aid Set Aside – Student Awards View Capabilities Summary by Account Org Summary by Student/ Aid Year Summary by Account Rollup

Charges & Payments Charged Amount Payment Amount Balance Amount Totals at College Level & Per Student Charged Amount Payment Amount Balance Amount

Over/ Under Realized Revenue Budget Report Current YR Budget Support Center Expense Recovery (SCR) Total Income & Transfer In Strategic Investment Fund (SIF) Variance Ops Adj FAS Adj

Year-End Reporting

Year-End Reporting Pre-Populated Form Verify Data - Correct fiscal year One form for each PFDT Attach any additional pages Justification & Narrative Signatures

Dashboard Demonstration

Contact Information Martha Sesteaga, University Fees Program Manager sesteaga@email.arizona.edu (520) 621-3046 Eddie Caratachea, Business Intelligence Developer eddiec@email.arizona.edu (520) 626-1140

QUESTIONS?