HEDS SYSTEM FORM EDITS 
NYSED-4.1

STUDENT FINANCIAL AID

Validity check of records, variables and form

Check for missing, invalid, out-of-range duplicate institutional codes and record identifiers such as part, section and line number as well as needed institutional characteristics such as county, sector and level. Check for missing forms. This form is applicable to all degree-credit institutions.

Fatal error checks. An error message should be generated for each of the following relationships whenever they are not met [fatal errors may not be overridden by editor, must be resolved]:

  • Horizontal add checks- None.
  • Vertical add checks - for each of the columns in the form, the total must equal the sum of all of the rows as follows:
  • R#1 Line 13 = sum of lines 1 to 12
  • Invalid zeros - For any category of aid, both aid amounts and number of recipients must be greater than zero if either is reported to be greater than zero.
  • R#2 For each line, columns A & B must both be greater than zero if either is greater than zero
  • R#3 For each line, columns C & D must both be greater than zero if either is greater than zero
  • Applicability- Institutions can only report data consistent with their level of authorization/classification in the award year. That is, 2-year institutions data are restricted undergraduate columns(A & B) and graduate-only institutions are restricted to the graduate/first-professional columns(C & D). Also, for this form, empty cells are not permitted in the columns pertaining to an institution's level of authorization/classification..
  • R#4 Institutions whose level =" 2-year" may not report data in columns C and D. An error message should appear when, on any line, column C or D is greater than 0, and the institution's level = 2-year. R#5 Also, for level=2-year, an error message should appear when, on any line, column A or B is empty or blank. R#5 INVALID AS PER GLR(02/16/01)
  • R#6 Institutions whose level = "graduate-only" may not report data in columns A and B. An error message should appear when, on any line, column A or B is greater than 0, and the institution's level = grad-only. R#7 Also, for level=grad-only, an error message should appear when, on any line, column C or D is empty or blank.R#7 INVALID AS PER GLR(02/16/01)
  • R#8 Institutions whose level = ' 4-year and more' must complete columns A & B and should complete columns C&D if they have graduate/first-professional enrollment in the award year. R#9 Also for level=4-yr and more, an error message should be generated when an institution reported no graduate/first-professional enrollment in the award year on NYSED-2.4/2.4A and has not left all cells empty in columns C & D. Conversely, if graduate/first-professional enrollment were reported on NYSED-2.4/2.4A in the award year, all cells should be filled in columns C & D. (R#8 &R#9 DON'T ACCOMPLISH WHAT WAS INTENDED AS PER NW-S 02/16/01. PROBLEM STEMS FROM (1) System doesn't recognize null fields and (2) as per NW-S rules only need check "If data, enroll should match level. If no data, ok."

Use rule 8 for undergraduates, rule 9 for graduates. The concept is covered in rules 4 and 6.

 

 

Comparison (Non-Fatal) error checks. An error message is generated based on each of the following relationships [comparison errors may be accepted as 'ok' at the discretion of the editor]:

  • R#10 Range Check for Aid Amounts - Any aid amount should be flagged if it is greater than $0 and less than $1,000
  • Undergraduate: Column A, each of lines 1 to 12
  • Graduate/FP: Column C, each of lines 1 to 12
  • Range Check for Other Aid - Other Aid should be flagged if it exceeds $100,000 or 10 percent of total aid
  • R#11 Undergraduate: The sum of column A, lines 10 to 12 compared to total aid in column A, line 13
  • R#12 Graduate/FP: The sum of column C, lines 10 to 12 compared to total aid in column C, line 13
  • Range Check for Average Awards - Average award for each category of student and aid should be flagged if it is not between $250 and $30,000 for all categories where both dollar amounts and number of recipients are greater than zero.
  • R#13 Undergraduate: For each line 1-13, the ratio of column A to column B should be tested
  • R#14 Graduate/FP: For each line 1-13, the ratio of column C to column D should be tested
  • Year to year comparisons, current year (CY) vs. prior year(PY)- a [%CHG]should be calculated for the data cells specified and whenever the following conditions are met, an error message should be generated:

(02/21/01 GLR, REQUESTED CHANGE TO SCRIPT TO APPLY THESE RULES ONLY IF TOTAL AID >$250,000 in either current or prior year).. CHANGE COMPLETED

  1. [%CHG > 100 for
    • R#15 Total Aid & Recipients: Each column of line 13
  1. [%CHG] > 100 for
    • R#16 Average Aid for Undergraduates: Column A divided by column B for each of lines 1 to 12
    • R#17 Average Aid for Graduates/First-Prof.: Column C divided by column D for each of lines 1 to 12

where

CY=current year data cell

PY=prior year data cell

[DIF] =absolute value of [CY-PY]

[%CHG]=absolute value of 100*[(CY-PY) / PY]

Calculated Variables

None for now.

January 1999