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UNEGR - Set Education Grant Calculation Rule

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In this IMG activity, you can set the rule for Education Grant calculation using the Education Grant Calculation Rule feature (UNEGR).

For education grant, different calculation rules apply, depending on various combinations of master data entries.

You must provide a relevant EG entitlement annexure.

The standard setup is configured according to NPO Education Grant regulations.

The decision tree is built according to the following decision steps:

1. Whether the employee is located in the designated duty station or not. Whether Education Grant is applicable for this particular school type.
2. Whether the school is not located in the duty station
3. Whether the child is in a boarding school or not.

Depending on these decision steps the following calculation rules are provided:

• Return value CR01:

Educational institution is located outside the duty station

(a) Where the educational institution provides board, 75 per cent of the allowable costs of attendance and of the costs of board is payable, up to the maximum admissible educational expenses per year indicated in relevant column in the annexure with a maximum grant per year indicated.

(b) Where the educational institution does not provide board, a flat sum indicated in the annexure plus 75 per cent of the allowable costs of attendance indicated in relevant column are payable, up to a maximum grant per year indicated in the annexure.

• Return value CR02:

Educational institution is located in the duty station

(a) Seventy-five per cent of the allowable costs of attendance per year is payable, up to the maximum indicated in the annexure, with a maximum grant as provided by the organization.

(b) Where the educational institution is located beyond commuting distance from the area where the staff member is serving and, no school in that area would be suitable for the child, the amount of the grant is calculated at the same rates as specified in paragraph above.

• Return value CR03:

The employee is serving at designated duty stations with inadequate or no educational facilities. So, the child attends the educational institution (primary or secondary level) outside the duty station. Information on designated duty stations is provided as part of the CMT tables and will be updated in the system.

• Return value CR04:

The educational institution provides boarding facility

(a) One hundred per cent of the costs of board is payable, up to the maximum indicated in the annexure.

(b) Seventy-five per cent of the allowable costs of attendance and of any part of the costs of board in excess of the amount indicated in the relevant column of the annexure are payable, with a maximum reimbursable amount as indicated in the annexure.

• Return value CR05:

The educational institution does not provide boarding facility

(a) A flat sum for board is payable, as indicated in the annexure

(b) Seventy-five per cent of the allowable costs of attendance indicated in the relevant column of the annexure is payable, with a maximum reimbursable amount as indicated in the annexure.

Paragraphs 4 and 5 above are not applicable to staff serving in special missions.

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