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