Handling federal fulltime lifetime maximum restrictions.

[JasonCTang]

This has been postponed for a more simplified approach for MVP. Parking this ticket for post launch review and implementation.

Federal Government is in charge of tracking a student against their fulltime federal lifetime maximums and they will notify us when to apply a restriction or not. In other words, there is no need to perform any calculation to reduce an award at time of ECERT generation. If funding is restricted, the award amount will just become zero.

Additional context

• When a student has Full Time Federal Lifetime Maximums has been reached restriction, it stops funding to both federal and provincial funding. Essentially, all disbursements are stopped. (This action is already set in the restrictions table).
• These restrictions only apply to Fulltime Application Disbursements.
• Depending on the program, credential and PD status, it is possible to have a lifetime max restriction in one scenario but still be allowed funding in a different scenario. Rules are as follows:
  • If the application is for an Aviation program, then the AV restriction supercedes all other restrictions.
  • If the student has PD status and the application is NOT for an Aviation program, then the restriction 5, B7, supercedes the doctorate and non-doctorate restrictions.
  • If the student does NOT have PD status and the application is not for an Aviation program, then applicable restriction depends on whether the application is for a doctorate or non-doctorate credentials.
• According to the Restrictions Analysis file, the restriction code B5 is no longer needed when we switch to SIMS.

Logic for when and how to apply federal restriction codes At time of ECERT generation: if (Application = Aviation Program & Restriction AV= True) {stop disbursements & record reason} else if (PD Status = True ) {   if (Restriction 5 = True or Restriction B7 = True) {stop disbursements & record reason} } else if (Application = Non-Doctorate Credential & Restriction 7 = True) {stop disbursements & record reason} else If (Application = Doctorate Credential & Restriction 9 = True) {stop disbursements & record reason}

Acceptance Criteria:

• [ ] Changes to disbursement table to capture changes made to the disbursements due to restrictions, maximums, overawards (including BC Funding already in place).
• [ ] Changes to disbursement table to capture the one restriction that is impacting the disbursement.
• [ ] Disbursements are blocked according to the logic and rules specified above.
• [ ] When disbursements are blocked, the reason is recorded.

[JasonCTang]

This has been postponed for a more simplified approach for MVP. Parking this ticket for post launch review and implementation.