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-1-4
Enhancements and Changes to EDExpress for 2006-2007............................................III-1-6
EDESuite Products Updated for Section 508 Compliancy.............................III-1-6
EDExpress — Global......................................................................................III-1-7
COD Processing (Pell and DL).....................................................................III-1-10
Pell Only Processing.....................................................................................III-1-10
Direct Loan Only Processing........................................................................III-1-11
Business Rules.............................................................................................................III-1-12
2006-2007 COD Message Class Options......................................................III-1-12
2006-2007 Updates to Valid Date Ranges.....................................................III-1-13
Direct Loan Ancillary Services.....................................................................III-1-14
Direct Loan MPN, PLUS Credit Decision, and Disclosure Statement.........III-1-15
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-1-45
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

July 2006 (2006-2007) COD Technical Reference Page III - i

Volume III –Pell Grant, ACG, National SMART Grant & Direct Loan Combination System Supplement
 Appendix......................................................................................................................III-1-56
The Higher Education Reconciliation Act (the HERA) of 2005..................................III-1-56
Academic Competitiveness Grant (ACG).....................................................III-1-57
National SMART Grant................................................................................III-1-61
Graduate PLUS Loans...................................................................................III-1-64
Where to Get More Information....................................................................III-1-68

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
COD Message Classes Used by EDExpress.................................................................III-2-5
COD Pell and Direct Loan Data Types..........................................................III-2-5
COD Pell Grant, ACG, and National SMART Grant Reports.......................III-2-6
COD Direct Loan Reports.............................................................................III-2-7

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, Loan Origination External Import Change Field
Numbers Sorted by Field Name Alphabetically....................................III-3-43
Direct Loan, Loan Origination External Import Change Field
Numbers Sorted by DL Change Number...............................................III-3-57
Direct Loan External Export........................................................................III-3-70
Entrance Counseling Results.......................................................................III-3-93
Exit Counseling Results...............................................................................III-3-94

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-4-16

July 2006 (2006-2007) COD Technical Reference Page III - ii

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