COD Technical Reference

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