Volume III – Pell Grant, ACG, National SMART Grant & Direct Loan Combination System Supplement Table of Contents
Volume III, Section 1 – Combination System 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 2008-2009 ........................................... III-1-6 Global .............................................................................................................. III-1-6 Application Processing ................................................................................... III-1-7 Direct Loan ..................................................................................................... III-1-7 Pell .................................................................................................................. III-1-8 Business Rules ............................................................................................................. III-1-10 2008-2009 COD Message Class Options ..................................................... III-1-10 2008-2009 Updates to Valid Date Ranges .................................................... III-1-11 Direct Loan Fields Required for Origination ................................................ III-1-12 Direct Loan Ancillary Services..................................................................... III-1-15 Direct Loan MPN, PLUS Credit Decision, and Disclosure Statement ......... III-1-16 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
October 2007 (2008-2009) COD Technical Reference Page III - i
Volume III –Pell Grant, ACG, National SMART Grant & Direct Loan Combination System Supplement Appendix .................................................................................................................... III-1-57 The Higher Education Reconciliation Act (the HERA) of 2005 ................................. III-1-57 Academic Competitiveness Grant (ACG) .................................................... III-1-58 National SMART Grant ................................................................................ III-1-64 Graduate PLUS Loans .................................................................................. III-1-69 Additional EDExpress 2008-2009 Functional Related to the HERA ........... III-1-73 Where to Get More Information .................................................................................. III-1-75
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-3-21 Direct Loan Combination Layouts............................................................................. III-3-25 Direct Loan External Import Loan Origination Add File ........................... III-3-25 Direct Loan External Import Change Record ............................................. III-3-41 Direct Loan, Loan Origination External Import Change Field Numbers Sorted by Field Name Alphabetically ................................... III-3-47 Direct Loan, Loan Origination External Import Change Field Numbers Sorted by DL Change Number .............................................. III-3-61 Direct Loan External Export ....................................................................... III-3-75 Entrance Counseling Results ...................................................................... III-3-99 Exit Counseling Results ............................................................................ III-3-100
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
October 2007 (2008-2009) COD Technical Reference Page III - ii
Volume III –Pell Grant, ACG, National SMART Grant & Direct Loan Combination System Supplement