COD Technical Reference

Volume III – Pell Grant, ACG, National SMART Grant & Direct Loan

Combination System Supplement

Table of Contents

Volume III, Section 1 – Implementation Guide...... III-1-1

Table of Contents...... III-1-1

Overview...... III-1-3

What it Means to be a Combination User...... III-1-4

Organization of this Guide...... III-1-5

Enhancements and Changes to EDExpress for 2007-2008...... III-1-6

Global...... III-1-6

Application Processing...... III-1-7

Direct Loan...... III-1-7

Business Rules...... III-1-8

2007-2008 COD Message Class Options...... III-1-8

2007-2008 Updates to Valid DateRanges...... III-1-9

Direct Loan Fields Required for Origination...... III-1-10

Direct Loan Ancillary Services...... III-1-13

Direct Loan MPN, PLUS Credit Decision, and Disclosure Statement....III-1-14

System Options...... III-1-23

EDExpress for Windows...... III-1-23

Combination EDExpress/Custom System...... III-1-24

Interface with Other Software Systems on Campus...... III-1-24

Benefits to Using EDExpress...... III-1-24

PC Requirements for EDExpress...... III-1-25

The Basic Process for Combination Systems...... III-1-26

Combination System Message Classes...... III-1-28

Documents...... III-1-28

Combination System Record Layouts...... III-1-30

Imports...... III-1-30

Pell External Imports...... III-1-34

Direct Loan External Imports...... III-1-36

External Exports (Pell and Direct Loan)...... III-1-44

File Formats...... III-1-46

The Query Function...... III-1-49

Combination System Edits...... III-1-52

Example End-of-Entry Edits and Resolution Steps...... III-1-52

Appendix...... III-1-56

The Higher Education Reconciliation Act (the HERA) of 2005...... III-1-56

Academic Competitiveness Grant (ACG)...... III-1-56

National SMART Grant...... III-1-61

Graduate PLUS Loans...... III-1-65

Additional EDExpress 2007-2008 Functionality Related to the HERA....III-1-69

Where to Get More Information...... III-1-74

Volume III, Section 2 - Combination System Message Classes...... III-2-1

Table of Contents...... III-2-1

Overview...... III-2-2

Pell Grant, ACG, and National SMART Grant Message Classes...... III-2-3

Direct Loan Message Classes...... III-2-4

The COD System Message Classes Used by EDExpress...... III-2-5

The COD System Pell and Direct Loan Data Types...... III-2-5

The COD System Pell Grant, ACG, and National SMART Grant Reports.III-2-6

The COD System Direct Loan Reports...... III-2-8

Volume III, Section 3 - Combination System Record Layouts...... III-3-1

Table of Contents...... III-3-1

Pell Grant, ACG, and National SMART Grant Combination Layouts...... III-3-2

Pell Grant, ACG, and National SMART Grant External Origination
Add/Change Record...... III-3-2

Pell Grant, ACG, and National SMART Grant External Disbursement Add/Change Record III-3-18

Direct Loan Combination Layouts...... III-3-22

Direct Loan External Import Loan Origination Add File...... III-3-22

Direct Loan External Import Change Record...... III-3-38

Direct Loan, Origination External Import Change Field
Numbers Sorted by Field Name Alphabetically...... III-3-43

Direct Loan, Origination External Import Change Field
Numbers Sorted by DL Change Number...... III-3-58

Direct Loan External Export...... III-3-72

Entrance Counseling Results...... III-3-95

Exit Counseling Results...... III-3-96

Volume III, Section 4 - Combination System Edits...... III-4-1

Table of Contents...... III-4-1

Pell Grant, ACG, and National SMART Grant EDExpress Edits...... III-4-2

Direct Loan EDExpress Edits...... III-4-17

November 2006 (2007-2008)COD Technical ReferencePage III - 1

Volume III –Pell Grant, ACG, National SMART Grant & Direct Loan Combination System Supplement