The Statement of Fees report is built for the purpose of printing an itemised list of enrolment pricing. The template will adjust to follow state based rules when run for an enrolment in Western Australia or Victoria. For all other states a general Statement of Fees is produced.
To run the Statement of Fees report either right click on a client enrolment and select Show Reports - Show Statement of Fees or right click on an invoice and select Show Statement of Fees.
Statement of Fees for Victoria
The Statement of Fees for Victoria was written following section 1.3 from the Guidelines about Fees document found in the link below.
2019 Guidelines about Fees
Version 1.0 (published October 2018)
Section 1.2 of the Guidelines about Fees states that...
Prior to the commencement of training, the Training Provider must supply each Eligible Individual with a Statement of Fees. The Statement of Fees must provide the Eligible Individual with a quote for the total cost to them, for their course of study/enrolment, taking into account their current circumstances (including any eligibility for concession).
Section 1.3 has been broken down below with screen snippets to demonstrate how VETtrak's Statement of Fees meets the requirements.
Section 1.3 The Statement of Fees must include, at a minimum:
- The code, title and currency of the training product in which the Eligible Individual is to be enrolled, as published on the National Register;
- The training and assessment, and related educational and support services, the Training Provider will provide to the Eligible Individual, including the:
- Estimated duration;
- Expected locations at which training and assessment will occur;
- Expected modes of delivery;
- Name and contact details of any approved third party that will provide training and/or assessment, and related educational and support services to the Eligible Individual on the Training Provider’s behalf; and
The Third Party Training Provider can be populated in the enrolment wizard on the page after the pricing page. The primary contact can be found under Manage - Employers under the Contacts tree flagged as the primary contact. If there is not Third Party Training Provider populated this will not display. - Any work placement or practical placement arrangements.
This is populated from placements entered against the enrolment. The screen shot below demonstrates where you would expect to see the placement under the enrolment.
The placement will need to be assigned to the enrolment, it cannot be assigned only to the client or the contract in order to show. If there are no placements under the enrolment this will not display.
- Estimated duration;
- The hourly tuition fees relevant to the Eligible Individual enrolment taking account of any applicable concessions or waiver/exemptions;
This dollar value is calculated by summing all tuition fee type pricing items and dividing this value by the total unit hours excluding hours from Credit Transfer units and units that are not set to report to the state body. - The approximate value of the government contribution expressed in dollars; and
- Any other applicable fees, such as student services, amenities, goods or materials.
Statement of Fees for Western Australia
The Statement Fees for Western Australia was written following section 2.7 Fees and Charges from the Purchase of Training Services Business Rules found on the Government of Western Australia Department of Training and Workforce Development Contracting Information and Resources page.
VETtrak has confirmed with DTWD that the Statement of Fees meets their expectations (it would be compliant at audit). Section 2.7 h) states that a provider must...
Provide publicly funded Students with an itemised enrolment statement of fees, invoice or receipt for any UoCs [Units of Competency] they have enrolled in.
The Department allows an invoice and separate statement of fees to be provided to the student to meet the Fees and Charges Policy Requirements (where the combination of the statement and the invoice meet all of the requirements).
Section 2.7 h) has been broken down below with screen snippets to demonstrate how VETtrak's Statement of Fees meets the requirements.
Section 2.7 Fees and Charges
h) Provide publicly funded Students with an itemised enrolment statement of fees, invoice or receipt for any Units of Competency they have enrolled in. Invoices must include:
- Personal details - the first and last name of the Student
- Course details – national or state identification and course name
- Concession status (where appropriate)
- Jobs and Skills WA Category
Selected from the dialog page prompt when this report is run for a WA enrolment.
- Enrolment date
- A list of all enrolled Units, specifying for each Unit the:
- withdrawal/census date
- nominal hours
- Unit fee
- resource fee; and
- fee for Recognition of Prior Learning (where applicable)
The fee information is drawn from the pricing items assigned to the units within the enrolment.
Fees and Charges relate to the units of competence that the Student enrols in and commences within the calendar year
A date range filter on the unit start date can be set from the dialog page prompt when this report is run for a WA enrolment.
- Additional itemised fees
If enrolment level or inventory item level pricing is entered against the enrolment then the Statement of Fees will display an Enrolment Fees section and/or an Other Fees section.
- Total invoice amount
A total of all pricing displayed on the Statement of Fees shows at the end of the report.