# Presentation: 743060

## NASFAA 2003:  Reconnecting

***NASFAA 2003:  Reconnecting***
***With Students!***

## The Common Record - COD
An Update on COD and XML

**An Update on COD and XML**

## Objectives

- XML
- FSA Business needs and XML Benefits
- Framework
- Community Standard Update
- COD
- COD Status Update
- Common Record changes for 2004-2005

## FSA Business Needs

- Reduce redundant data storage
- Improve customer relationships
- Increase accuracy of analytics
- Increase efficiency in data handling
- Reduce costs

## Common Record –  XML Benefits

- XML is a meta language – allowing trading partners to develop markup languages.
- XML is hierarchical in nature – can represent more complex relationships.
- XML blocks can be repeated – making information sharing more flexible.
- XML schemas define advanced relationships that are not possible in standard flat files.*

## Common Record – FSA, CommonLine, and PESC

- Shared Goal of developing an XML Higher Education Standard.
- Shared Lessons Learned (Technology and Implementation)
- Working with Electronic Standards Council (ESC) as they develop the Common Record: CommonLine.
- Provide Project Management assistance to PESC as they developed the Academic Transcript schema and the CommonRecord: CommonLine schema.

## Common Record – FSA’s XML Framework

- XML Strategic Assessment and Enterprise Vision
- XML Technical Reference and Usage Guidelines
- XML Core Component Dictionaries
- XML Registry and Repository
- XML Framework Communications Strategy
- XML ISIR Performance Test and SAIG Capacity Plan

## Common Record – Current State

- Negotiations with Community
- PESC
- Academic Transcript
- ESC
- Common Record CommonLine
- XML Framework 10-31-03

## Common Record Estimated Implementation Schedule

| 02-03 |  | Common Record – COD v 1.0g |
| --- | --- | --- |
| 03-04 |  | Common Record –COD 2.0c
(changed all tag names) |
| 04-05 |  | Common Record –COD 2.0d
(+2 new tags – 6 old tags) |
| 05-06 | Common Record – ISIR 1.0a
Align with standard  | Common Record – COD 3.0
Align with standard 
(XML Required) |
| 06-07 | Common Record – ISIR 1.0a 
(XML Required) | Common Record – COD 3.0a |
| 07-08 | Common Record – ISIR 1.0a | Common Record – COD 3.0b
 |

- ISIR

- COD

## COD Record Processing YTD – as of July 1, 2003

|  | Originations (#) | Originations ($) | Actual Disbursements (#) | Actual Disbursements ($) |
| --- | --- | --- | --- | --- |
| Direct Loan PLUS | 231,876 | $1.6 billion | 417,178 | $1.5 billion |
| Direct Loan Subsidized | 1.8 million | $5.8 billion | 3.0 million | $5.3 billion |
| Direct Loan Unsubsidized | 1.3 million | $4.6 billion | 2.1 million | $4.2 billion |
| Pell | 5.3 million | $15.7 billion | 11.3 million | $11.4 billion |
| TOTAL | 8.7 million | $27.8 billion | 16.9 million | $22.4 billion |

- 02-03

## COD Record Processing YTD – as of July 1, 2003

- 03-04

|  | Originations (#) | Originations ($) | Actual Disbursements (#) | Actual Disbursements ($) |
| --- | --- | --- | --- | --- |
| Direct Loan PLUS | 24,971 | $247 million | 163 | $533,415 |
| Direct Loan Subsidized | 259,080 | $1.1 billion | 15,472 | $33.8 million |
| Direct Loan Unsubsidized | 166,290 | $818.3 million | 9,692 | $25.8 million |
| Pell | 197,565 | $625.6 million | 17,406 | $20.3 million |
| TOTAL | 647,906 | $2.7 billion | 42,733 | $80.5 million |

## Common Record ProcessingYTD – As of July 1, 2003

|  | Received | Accepted | Rejected | TOTAL |
| --- | --- | --- | --- | --- |
| Direct Loan PLUS | 262,500 | 183,453 | 78,648 | 262,101 |
| Direct Loan Subsidized | 820,352 | 793,588 | 26,066 | 819,654 |
| Direct Loan Unsubsidized | 640,571 | 620,565 | 17,955 | 638,520 |
| Pell | 884,301 | 821,825 | 55,263 | 884,072 |
| TOTAL | 2.0 million | 2.4 million | 177,932 | 2.6 million |

- 02-03

## Common Record ProcessingYTD – As of July 1, 2003

|  | Received | Accepted | Rejected | TOTAL |
| --- | --- | --- | --- | --- |
| Direct Loan PLUS | 18,164 | 17,214 | 688 | 17,902 |
| Direct Loan Subsidized | 119,578 | 109,238 | 9,594 | 118,832 |
| Direct Loan Unsubsidized | 104,119 | 96,923 | 6,734 | 103,657 |
| Pell | 128,689 | 110,768 | 7,314 | 118,765 |
| TOTAL | 227,382 | 227,643 | 24,330 | 252,266 |

- 03-04

## Common Record Changes for 2004-2005

**COD will accept Phase-in Participant records in 2004-2005**
- All schools _**must**_ be Full Participants using the XML Common Record in 2005-2006

## Common Record Changes for 2004-2005 

- The following tags will not be required for 04-05 and upcoming years:
- <AcademicCalendarCode>
- <PaymentMethodologyCode>
- <WeeksUsedCalculate>
- <WeeksProgramAcademicYear>
- <HoursAwardYear>
- <HoursProgramAcademicYear>
- If a school submits data in these tags, the COD system will not store or edit this data
- These tags continue to be applicable for prior award years and for Phase-in Participants

## Common Record Changes for 2004-2005

- Two new informational tags will be added to the Response block:
- <CPS Verification Indicator>
- <CPS Highest Transaction Number>
- <CPS Verification Indicator> will be returned in response for Pell actual disbursement if the student was selected for verification on any CPS transaction number and the school did not report ‘V’ or ‘S’

## Common Record Changes for 2004-2005

- <CPS Highest Transaction Number> will be returned in response for Pell actual disbursement if a CPS transaction number higher than the one reported by the school
- An optional Verification Status Report will be sent to schools monthly by indicating students selected for verification by CPS that schools have not yet verified

## Message Class Changes for 2004-2005

- Full Participants will have the option of using message classes that are specific by
- Program
- Award Year
- Program and Award Year
- General (e.g. COMRECIN, COMRECOP)
- Receipts
- The 04-05 COD Technical Reference draft published in August 2003 will contain specific message class names

## SAIG Transmission Header Changes for 2004-2005

- SAIG has increased the variable field on the SAIG Transmission Header from 26 characters to 50 characters
- The SAIG Transmission Header will be populated with the entire Document ID for Full Participants and the Batch ID for Phase-In Participants
- If a school uses the variable space for other data on the incoming record, COD will not overwrite this data with the Document ID or the Batch ID

## COD Technical Reference for 2004-2005

- 2004-2005 COD Technical Reference will contain volumes for Full Participants, Pell Phase-in Participants, and Direct Loan Phase-in Participants
- Draft containing record layouts, message classes, schema and edits will be published in August 2003
- Final version including implementation guide and appendices will be published in November 2003
- Change pages will be published quarterly as needed

## Software Developers ConferenceAugust 14-15, 2003

- Crystal Gateway Marriott in Arlington, VA
- Detailed review of changes to the COD Technical Reference record layouts, edits, and message classes
- Get more information and register online at _http://edeworkshop.ncspearson.com/swdAugust03.htm_

## Questions

## NASFAA 2003:  Reconnecting

***NASFAA 2003:  Reconnecting***
***With Students!***