# Presentation: 216740

## <date/time>

## Session 24

***COD and Direct Loan: ***
***Updates to Edits and Record Layouts for 2003-2004***

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## Session Objectives

- Review edit changes for 2003-2004
- Review new fields for 2003-2004
- Review modified common record tags for 2003-2004

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## Your school’s “participant” status is determined by the method you use to transmit your data to COD:

Full Participants
Schools that submit data using the COD Common Record Layout in XML format

Phase-In Participants
Schools that submit data using Pell Grant/Direct Loan Record Layouts in fixed-length, flat file format

- Full Participants
- Schools that submit data using the COD Common Record Layout in XML format
- Phase-In Participants
- Schools that submit data using Pell Grant/Direct Loan Record Layouts in fixed-length, flat file format

***COD Participation***

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## Historical Perspective – Full Participant Schools

- 22 Full-Participant Reporting Schools in AY 02/03
- EDExpress Users and additional  Vendor Software and Custom Software schools become Full-Participant Schools AY 03/04
- ALL SCHOOLS will be Full-Participants by 04/05

**0**

**100**

**2000**

**    ****All **
**Schools**

**2002**

**2003**

**2004**

**2005**

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## New Edits

- Edit 110 (*FP) – Disclosure Statement Warning on “anticipated” disbursements
- Edit 111 (*FP) – Disclosure Statement Warning on “actual” disbursements
**FP = Full Participant*
**PI = Phase In Participant*

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## New Edits

- Edit 106 (FP*)/T (PI*) – Warning edit for disbursements accepted, but not funded due to missing MPN
- Edit 113 (FP*)/25 (PI*) – PLUS Disbursement Reject (actual disbursements > Endorser Amount)
**FP = Full Participant*
**PI = Phase In Participant*

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## Record Layout Changes – New Fields

- Endorser Amount – for PLUS loans; the amount a PLUS Endorser has agreed to “guarantee”; sum of actual disbursements cannot exceed this amount
**<EndorserAmount>** for **Full Participants**; will be returned on the Common Record Response document for Document Type = CO
**Endorser Amount** for **Phase In Participants**; will be returned on the PLUS Credit Decision Override Acknowledgement record

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## Record Layout Changes – New Fields

- Total Disbursement Amount Accepted – the total amount of disbursement records accepted
- <TotalFinancialDisbursementAccepted> for **Full Participants only**; will be returned on the Common Record Response document
- Includes both “anticipated” and “actual” disbursements

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## Record Layout Changes – New Fields

- Total Funded Disbursement Amount Accepted – the total amount of “actual” disbursement records accepted
- <TotalFundedDisbursementAccepted> for **Full Participants only**; will be returned on the Common Record Response document
- Includes only accepted disbursements with Disbursement Release Indicator = True

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## Record Layout Changes – New Fields

- Total Non-Funded Disbursement Amount Accepted – the total amount of “anticipated” disbursement records accepted
- <TotalNonFundedDisbursementAccepted> for **Full Participants only**; will be returned on the Common Record Response document
- Includes only accepted disbursements with Disbursement Release Indicator = False

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## Record Layout Changes – New Field Values

- Promissory Note Print Code on Common Record  (Full Participants only):
- Added ‘V’ = COD Reprints and Sends to School
- Added ‘O’ = School Prints Onsite and Sends
- Promissory Note Print Indicator on Full Loan Origination Record and for Change Transmit #S083 (Phase-In Participants only):
- Removed ‘O’ = Onsite (EDExpress)
- Added ‘V’ = COD Reprints and Sends to School
- Added ‘Z’ = COD Reprints and Sends to Borrower

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## Record Layout Changes – New Field Values

- Disclosure Statement Print Code on Common Record (Full Participants only):
- Added ‘S’ = School Prints and Provides to Borrower
- Disclosure Statement Print Indicator on Full Loan Origination Record and for Change Transmit #S115 (Phase-In Participants only):
- Added ‘Z’ = COD Reprints

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## Record Layout Changes – New Field Values

- MPNID
- Added ‘N’ = PLUS to <MPNID> tag on the Common Record Layout (Full Participants only)
- Added ‘N’ = PLUS to MPNID field on the MPN Acknowledgement (Phase-In Participants only)

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## Common Record Tag Name Changes

- Common Record and Schema revised based on work with PESC to meet EBXML standards
- Abbreviations eliminated from all tag names
- Some tag names changed all together

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## New Common Record Schema

- Full Participants are required to use the new schema for all 03-04 awards
- Full Participants may either continue to use the old schema for 02-03 awards or may switch and use the new schema for both 02-03 and 03-04 awards

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## 2003-2004 COD School Testing

- School Testing Phases:
- Common Record Manual Verification – February 2003
- Structured Application Testing – Mar. 2003 – Sept. 2003
- Schools must sign-up in advance to participate in school testing:
- Contact COD School Relations and request a school testing sign-up sheet (**codsupport@acs-inc.com**)
- School Testing Guide available on IFAP beginning in January 2003

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## Who Should Participate in School Testing?

- Software Vendors modifying software to support the XML Common Record are encouraged to test with COD
- Full Participant Schools that use their own software product are encouraged to test with COD
- The EDExpress product is tested extensively with COD prior to being released to schools; therefore, EDExpress Users do NOT need to test with COD
- Since most software vendors test with COD on their school’s behalf; schools utilizing a software vendor’s product do NOT need to test with COD
- Schools are encouraged to talk to their vendor about test plans and testing results

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## School Testing Lessons Learned

- Plan to participate in manual verification testing prior to participating in additional testing phases
- Have a good understanding of SAIG On-Line Screen Manager in order to see that files were sent and received correctly
- Allow at least 2 weeks of setup time from sign-up prior to starting testing
- Plan and allow time for issue identification, error resolution and retesting with COD
- Be careful to send test files to the correct mailbox and with the correct testing message classes

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## How do I become a COD Full Participant?

- Schools must register with COD to become a Full Participant in Award Year 2003-2004
- To register, contact COD School Relations
- Email **CODSupport@acs-inc.com**
- Indicate “2003-2004 Full Participant”  in Subject Line
- Call COD School Relations
- Select Award Year 2002-2003 and express interest to COD CSR
- All EDExpress Users must register as Full Participants for 2003-2004

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## How do I obtain access to the COD Web Site?

- Submit a Security Administrator Request Letter on school or corporate letterhead
- Security Administrator is responsible for setting up additional users at your institution
- Reporting/Attending school relationships in COD will automatically allow access to other school codes
- Refer to announcements on IFAP for detailed instructions and mailing address
- 6/3/02 - Updated: COD Website Access for Schools
- 6/3/02 - COD Website Access for Vendors/3rd Party Servicers

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## How do I contact COD Customer Service?

- Email  CODSupport@acs-inc.com
- Call COD School Relations Center
- 1-800-4-P-GRANT for Pell Grants
- 1-800-848-0978 for Direct Loans
- Enter Award Year 2002-2003
- COD Web Site (www.cod.ed.gov)

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## Where can I get more information?

- IFAP Web Site (www.IFAP.ed.gov)
- Common Origination and Disbursement page
- Announcements and FAQs
- COD Technical Reference
- COD Web Site (www.cod.ed.gov)
- Daily Processing Updates
- School Funding and Processing Information
- Contact COD Customer Service

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## COD Sessions

- Session 19 – Cash Management Overview A-Z
- Session 21 – What’s New for Direct Loan Processing in 	2003-2004?
- Session 22 – What’s New for Pell Grant Processing in 	2003-2004?
- Session 23 – COD and Pell Grants: Updates to Edits and 	Record Layouts for 2003-2004
- Session 24 – COD and Direct Loan: Updates to Edits and 	Record Layouts for 2003-2004
- Session 25 – Meet the COD Customer Service Team and 	Get Answers to Your COD Questions

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## COD Sessions

- Session 26 – COD: Using the New Web Site
- Session 27 – COD Full Participants for 2003-2004
- Session 28 – COD and Direct Loans: Balancing the 	Books
- Session 29 – COD, Pell, and Direct Loans: Funding for 	Schools
- Session 58 – Tribally Controlled Colleges: Operating as a 	Full Participant in the COD environment
- COD Customer Service Staff are available in the PC Lab

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## Slide 26

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