# Presentation: 315370

## Session #51

**2008-2009 Application Processing and Common Origination and Disbursement Systems Update**
- Sue O’Flaherty
- Lisa DiCarlo
- Kathleen Wicks

## Session Agenda

**Session Agenda**

**CPS Update**
**COD Update**
**Testing Information**
**Resources**
**Questions**
**Contact**

## Slide 3

## CPS Updates

- 2008-2009 FAFSA Changes
- 2008-2009 Institutional Student Information Record (ISIR) Changes
- 2008-2009 Participation Management (PM) System

**CPS Updates**

## 2008-2009 Paper FAFSA

- Minimal changes
- Simplified clearance process
- Draft and Summary of Changes published on IFAP 6/1/2007 in an Electronic Announcement
- _[http://www.](http://www.ifap.ed.gov/fafsa/0809FAFSA.html)__[ifap](http://www.ifap.ed.gov/fafsa/0809FAFSA.html)__[.ed.gov/](http://www.ifap.ed.gov/fafsa/0809FAFSA.html)__[fafsa](http://www.ifap.ed.gov/fafsa/0809FAFSA.html)__[/0809FAFSA.html](http://www.ifap.ed.gov/fafsa/0809FAFSA.html)_

**Notes:**
Posted June 1, 2007

Minimal changes-- The questions on the 2008-2009 FAFSA are virtually the same as those on the 2007-2008 paper application, with minor changes to the application instructions. 
Simplified clearance process-- In instances where data collection instruments have minimal change, the Office of Management and Budget (OMB) provides a simplified clearance process. This process eliminates the requirement that Federal Student Aid publish a Federal Register Notice soliciting public comment. 
No Federal Register Notice published--Since there will not be a Federal Register Notice this year, the traditional 60-day and 30-day public comments periods we've provided in the past will be managed differently.
Comments due by 7/31/07--In an effort to make sure you are updated with the most recent draft of the 2008-2009 FAFSA and to assure that you have a forum to provide comments, Federal Student Aid is posting this IFAP notice. In addition to this notice, we have contacted our constituent organizations that traditionally provide feedback on the FAFSA to make sure they are aware of this change. We welcome your comments, ideas and suggestions about the FAFSA. If you wish to provide comments, please write to us at FAFSAcomments@ed.gov. We ask that you provide your comments by July 31, 2007. GK, PLEASE NOTE THAT THIS DATE WILL HAVE PAST BY THE TIME THE PRESENTATION IS GIVEN.

## 2008-2009 Paper FAFSA

- Paper FAFSA is **orange (student)** and **purple (parent)**
- Design and layout remains unchanged
- Question numbers the same as 2007-2008
- Wording of two questions has been revised
- Enhanced text in some “Notes” for clearer instruction

## 2008-2009 Paper FAFSA

- Question #21 revised to ask if the applicant is male or female

**Notes:**
Be sure to explain why we made this change

## 2008-2009 Paper FAFSA

- Question #27 revised to allow for additional options equivalent to high school completion
- Notes contain additional response choices

## CPS Updates

- 2008-2009 FAFSA Changes
- 2008-2009 Institutional Student Information Record (ISIR) Changes
- 2008-2009 Participation Management (PM) System

**CPS Updates**

## 2008-2009 ISIR Changes

- Draft 2008-2009 ISIR Record Layout posted to IFAP
- No XML ISIR

## ISIR Record Description/Data Dictionary Changes

- Changed the meaning of values for FAFSA Question  #21 “Are you male?” with change in question to “**Are you male or female**?
- Field #24 	Starting at position 218
- Field Name	“**Are you male or female**?”
- Valid Content --
- 1 = Male
- 2 = Female
- Blank

## ISIR Record Description/Data Dictionary Changes

- Modified format for FAFSA Questions # 27 from “High School diploma or GED” to “HS Diploma or Equivalent”
- Field #30		Starting at position 224
- Field Name	“**HS Diploma or Equivalent****”**
- Valid Content
- 1 = High school diploma
- 2 = GED
- 3 = Home schooled
- 4 = Other
- Blank

## ISIR Record Description/Data Dictionary Changes

- Up to 10 school and housing choices on the 2008-2009 ISIR
- Field numbers 100 through 119Starting at position 466
- Field Name	“**Federal School Code #**” (1-10)
- Valid Content:X00000 through X99999 and blank for school code

**Notes:**
Valid content:  X represents “0”, “B”, “E” or “G”
No changes to housing code choices

## ISIR Record Description/Data Dictionary Changes

- Two new reject override codes displayed
- Field number		139 (Reject Override 4)
- Field number		141 (Reject Override 20)
- Field names		“**Reject Override 4**” and 					“**Reject Override 20**”
- Valid Content
- 1 = Yes
- Blank

## ISIR Record Description/Data Dictionary Changes

- Updated label for “FAA Adjustment” to “Professional Judgment”
- Field #156
- Field Name:	“**Professional Judgment**”
- Valid Content
- 1 = EFC adjustment processed
- 2 = EFC adjustment request failed
- Blank = no EFC adjustment requested

## 2008-2009 ISIR Changes

- EFC will be calculated for records with signature only rejects (14, 15 and/or 16)
- Records will be rejected with no official EFC calculated
- Signature required to resolve reject
- Signature Reject EFC field added to ISIR for use by state agencies and schools

**Notes:**
Students who do not get signatures in until very late end up missing out on State Grant $$ because the state has already awarded all funds for the year.  By getting an EFC earlier, these students can then be considered for State $$.

## 2008-2009 ISIR Changes

- NSLDS Data Elements added
- “PX” added for new “Identity Theft Discharged” loan status code
- COD Grant sequence numbers added to Pell data
- “Fraud Loan Flag” added

**Notes:**
“PX” is the new loan status code that NSLDS is using for loans that have been discharged due to identity theft.
COD Grant sequence numbers added to Pell data to accommodate for any changes that would allow year-round Pell awards
A “Fraud Loan Flag” has been added and will appear in the NSLDS summary data.  If this field is set to “Y” a comment (#272) will be triggered and displayed on the ISIR.  Comment tells applicants that they are not eligible for federal aid until the issue is resolved.

## 2008-2009 ISIR Changes

- NSLDS Data Elements added/changed for ACG and National SMART Grant
- Scheduled Award
- % Eligibility Used by Scheduled Award
- Total % Eligibility Used by Academic Year
- Award Year
- “School Year” label changed to “Academic Year Level”

**Notes:**
In 2008-2009, this data will display on the ISIR for the ACG and National SMART Grants for up to 3 awards for each program.

## 2008-2009 ISIR Changes

**“****High School Graduation” **question in the ACG data file (ED2009OP) revised to be **“High School Graduation Year”**
- Field #8		Starting at position 51
- Field Name	“**High School Graduation Year**”
- Valid Content:2005-2009 (Format is CCYY)

## CPS Updates

- 2008-2009 FAFSA Changes
- 2008-2009 Institutional Student Information Record (ISIR) Changes
- 2008-2009 Participation Management (PM) System

**CPS Updates**

## 2008-2009 Participation Management System Changes

- Supply of existing unassigned TG numbers is dwindling--
- We are currently at number TG43323
- We will run out of numbers at TG49999
- We expect to run out of existing unassigned TG numbers after the new year begins
- Current assignment of TG numbers is being modified to allow for alpha characters in the 3rd byte (e.g. TG**A**1234)
- Change will take effect with annual PM rollover activity in December
- Will continue to assign numeric TG numbers until we run out

## Slide 22

## COD Updates

- March 2008 Release Updates
- MPN Updates
- Potential Updates

**COD Updates**

## March 2008 Release Updates

- Inconsistent Identifiers
- Edit 16 Changes
- Additional Unsubsidized Indicator
- Award Discharges & MPN Expiration Date
- Verification W Cut-off Deadline Date
- Eligibility Used, Total Eligibility Used for ACG, SMART

## Inconsistent Identifiers

- New Edits only applicable to award years 2008-2009 and forward

| Edit | Edit Code | Block | Message | Award Type Affected |
| --- | --- | --- | --- | --- |
| 147 | R | Person | Identifier inconsistency for PLUS Award for Graduate/Professional Student | DL-PLUS |
| 148 | W | Person | First Name inconsistency for a PLUS Award for Graduate/Professional Student | DL-PLUS |
| 149 | R | Person
Award | Identifier inconsistency for PLUS Award for Parent of a Dependent Undergraduate Student | All |

## Edit 147

- If the Student SSN matches the Borrower SSN and a Grad PLUS award exists on COD...

| Student |
| --- |
| <LastName> |
| <BirthDate> |
| <SSN> |

| Borrower |
| --- |
| <LastName> |
| <BirthDate> |
| <SSN> |

**MUST MATCH**

| Edit | Edit Code | Block | Message | Award Type Affected |
| --- | --- | --- | --- | --- |
| 147 | R | Person | Identifier inconsistency for PLUS Award for Graduate/Professional Student | DL-PLUS |

## Edit 148

- If the Student SSN matches the Borrower SSN and a Grad PLUS award exists on COD...

| Student |
| --- |
| <FirstName> |

| Borrower |
| --- |
| <FirstName> |

**MUST MATCH**

| Edit | Edit Code | Block | Message | Award Type Affected |
| --- | --- | --- | --- | --- |
| 148 | W | Person | First Name inconsistency for a PLUS Award for Graduate/Professional Student | DL-PLUS |

## Edit 149

- If the Student SSN doesn’t match the Borrower SSN and a Parent PLUS award exists on COD:
- Student and Borrower Date of Birth (DoB) change must not match
- Student DoB change must not match what exists on COD for Borrower DoB**AND** no Borrower DoB change tag is submitted
- Borrower DoB change must not match what exists on COD for Student DoB**AND** no Student DoB change tag is submitted
*This can be triggered by all award programs!*

| Edit | Edit Code | Block | Message | Award Type Affected |
| --- | --- | --- | --- | --- |
| 149 | R | Person
Award | Identifier inconsistency for PLUS Award for Parent of a Dependent Undergraduate Student | All |

## Edit 149 Example

- Borrower B created on COD for PLUS award
- Borrower B (*Student B on Pell award) *submits a Date of Birth change

| Parent PLUS |  |
| --- | --- |
|    Student A | 01/01/81 |
|    Borrower B | 02/02/55 |

| Pell |  |
| --- | --- |
|    Student B | 01/01/81 |

- Borrower B Date of Birth now matches Student A - ***This will trigger Reject Edit 149!***

## Edit 16 Changes

- Edit 16 has been divided into 4 new edits.
- Only applicable for award years 2008-2009 and forward

- Edit 16 will only be triggered for award years 2007-2008 and prior

## Edit 16 Changes

| Edit | Edit Code | Block | Message | Award Type Affected |
| --- | --- | --- | --- | --- |
| 150 | R | Award | Incorrect Student Grade Level on a Direct Loan PLUS Award for Graduate/Professional Student | DL-PLUS |
| 151 | R | Person | Invalid Student/Borrower SSN combination on a Direct Loan PLUS Award for Graduate/Professional Student | DL-PLUS |
| 152 | R | Person | Invalid Student SSN change on a Direct Loan PLUS Award for Parent of a Dependent Undergraduate Student | All |
| 153 | R | Award | Invalid Borrower SSN change on a Direct Loan PLUS Award for Parent of a Dependent Undergraduate Student | All |

## Edit 153 Example

- Borrower B created on COD for PLUS award
- Borrower B (*Student B on ACG award) *submits an SSN change

| Parent PLUS |  |
| --- | --- |
|    Student A | 111223333 |
|    Borrower B | 777889999 |

| ACG |  |
| --- | --- |
|    Student B | 111223333 |

- Borrower B SSN now matches Student A - ***This will trigger Reject Edit 153!***

## Edit 16 Changes

- A new Edit will be added

| Edit | Edit Code | Block | Message | Award Type Affected |
| --- | --- | --- | --- | --- |
| 159 | R | Award | Incorrect Student Grade Level for a Parent PLUS award | DL-PLUS |

- Only applicable for award years 2008-2009 and forward

**Notes:**
Edit 159 is an additional edit to prevent a PLUS loan for Parent of Dependent Undergraduate Student from being accepted for a student with a grade level >=6 (which indicates a parent is trying to borrow a PLUS loan for a graduate student)

## Additional Unsubsidized Indicator

**<DependencyStatusCode>**
- Required for ***all*** Direct Loans
- Valid values: “D” or “I”
- Blank or other values will trigger Reject Edit 998

**<AdditionalUnsubsidizedIndicator>**
- Required for Unsubsidized Direct Loans
- Valid values: “true” or “false”
- Blank or other values will trigger Reject Edit 998

- Edit 994 will be triggered for missing tags

**Additional Unsubsidized Indicator**

## Additional Unsubsidized IndicatorNew Edits

| Edit | Edit Code | Block | Message | Award Type Affected |
| --- | --- | --- | --- | --- |
| 154 | R | Award | Dependency Status set to D and Grade Level greater than or equal to 6 |  DL |
| 156 | R | Award | Dependency Status set to I and Additional Unsubsidized Indicator set to true | DL |
| 157 | R | Award | Sum of Award Amounts exceeds Base Annual Loan Limit | DL |
| 158 | R | Award | HPPA Indicator set to true and Grade Level less than 6 | DL |

**Additional Unsubsidized Indicator****New Edits**

## Additional Unsubsidized Indicator

- <DLLoanInformation LoanKey="1“>	*<!—Loan Information-->*</DLLoanInformation>
- <DLUnsubsidized>	<FinancialAwardYear>	<CPSTransactionNumber>	<FinancialAwardAmount>	<LoanKey>**	****<AdditionalUnsubsidizedIndicator>****	****<DependencyStatusCode>**
**	**<FinancialAwardNumber>	<FinancialAwardID>	<FinancialAwardCreateDate>	<Disbursement> 		*<!—Disbursement  Information-->*	</Disbursement></DLUnsubsidized>

**Loan Key**

**Award**

**Disbursement**

**Additional Unsubsidized Indicator**

## Award Discharges, MPN Expiration Date

**Award Discharges, MPN Expiration Date**

- Upon award discharge, the COD system will update associated MPN(s) as follows:

| Discharge Code | Message | MPN Expiration Dates Updated for... |
| --- | --- | --- |
| D | Death | All MPNs for Borrower |
| G | Unauthorized Signature/Unauthorized Payment | MPN associated with specified loan |
| I | Identity Theft | MPN associated with specified loan |

## Discharge ReversalRecalculating MPN Expiration Date

**Discharge Reversal****Recalculating MPN Expiration Date**

| If MPN associated with the discharged loan... | MPN Expiration Dates Will be recalculated as follows... |
| --- | --- |
| Not linked to any loans with funded disbursements or is unlinked | 365 days from MPN Received Date |
| Linked to any loan with funded disbursements | 3,650 days from MPN Received Date |
| (Due to death) is linked  to any awards with accepted and funded disbursements | 3,650 days from MPN Received Date |

## Discharge ReversalRecalculating MPN Status

**Discharge Reversal****Recalculating MPN Status**

| Condition(s): |  | Updated MPN Status |
| --- | --- | --- |
| New MPN Expiration Date <= Current Processing Date |  | Inactive |
| Recalculated MPN Expiration Date > Current Processing Date | MPN is linked to an award | Active |
|  | MPN not linked to an award | Pending |

## DL Rebuild File Impacts

- New fields added:
- Additional Unsubsidized Indicator (position 164)
- MPN Expiration Date (positions 926-933, length = 8)
- Pre-Professional Coursework Indicator (position 934)
- Positions 926-958 were previously filler
- No change to record length
- Associated updates will be made to DL Tools

## Verification-W Cut Off Date

- Applies to Pell Grant Verification W
- Created to prevent Verification W records from being accepted into the COD System after a specified date
- Verification W Cut-off Date is normally September 30

## Verification-W Cut Off Date

| Edit | Edit Code | Block | Message | Award Type Affected |
| --- | --- | --- | --- | --- |
| 114 | R | Disbursement | Disbursement or Disbursement Adjustment received after Verification Status W Deadline Date | Pell |
| 145 | R | Award | New Pell origination or award increase with Verification Status of W or invalid change to Verification Status submitted after Verification W cut-off date | Pell |
| 146 | R | Disbursement | New disbursement or disbursement increase submitted after Verification W cut-off date | Pell |

***existing***

**NEW**

**NEW**

## Verification-W Cut Off Date

- For 2007-2008 Award Year and prior...Once COD reduces a disbursement to zero due to Verification Status “W”,  new Disbursement information changes to existing Disbursement information submitted with a Verification Status of “W” for that Award ***will trigger Reject Edit 114***.

- For 2008-2009 Award Year and forward...
- COD will allow a school to increase the disbursement back from zero ***without triggering Reject Edit 114***

## Verification-W Cut Off Date

- For 2008-2009 Award Year and forward, after the Verification W Cut-off Date schools:
- May NOT submit new Pell origination...
- May NOT submit award amount increase...
- May NOT submit new disbursement or disbursement increase...
- ...If Pell award has Verification Status of “W”
- Additionally, schools may NOT change Verification Status to “W” after the Verification W Cut-off Date.

## Eligibility Used, Total Eligibility UsedFor ACG, National SMART Grant

**Eligibility Used, Total Eligibility Used*****For ACG, National SMART Grant***

**Eligibility Used **(EU) and **Total Eligibility Used** (TEU) will be calculated differently for ACG and National SMART Grant than for Pell
- Academic Year Level not factored into Pell EU, TEU

## Eligibility Used, Total Eligibility UsedFor ACG, National SMART Grant

**Eligibility Used, Total Eligibility Used*****For ACG, National SMART Grant***

-  **EU% = 100% × (Sum of Actual Disbursements of Award – Debt Management Collections System (DMCS) Repayments of Award) ÷ Scheduled Award Amount***
**TEU% = Sum of all EU%’s at each applicable Academic Year Level** Across Award Years and Schools**
*** **Scheduled Award Amount is the maximum award amount by Academic Year Level and Award Year
**** **The COD System considers Academic Year Levels 0 and 1 to be the same when calculating TEU %

## Eligibility Used, Total Eligibility UsedExample 1

**Eligibility Used, Total Eligibility Used*****Example 1***

- A student in Academic Year Level 3 is awarded an 2007-2008 SMART grant for $3000, $1250 in actual disbursements.
**EU% **= 100% × ($1250 ÷ $4000) = **31.2500%**

| Grade Level | Award Year | Award Amount | Anticipated Disb Amount | Actual Disb Amount | Scheduled Award Amt | Eligibility Used |
| --- | --- | --- | --- | --- | --- | --- |
| 3 | 2008 | 3000 | 1000 | 1250 | 4000 | 31.2500% |
| Total Eligibility Used (Sum of all EU's) – Academic Year Level 3 |  |  |  |  |  | 31.2500% |

## Eligibility Used, Total Eligibility UsedExample 2

**Eligibility Used, Total Eligibility Used*****Example 2***

- A Student in Academic Year Level 4 is awarded an 2007-2008 SMART grant. However the student’s second disbursement would have caused his actual disbursements to exceed his award amount so the _disbursement_ *is rejected with Edit 137*.

| Award Number | Disb Number | Academic Year Level | Award Year | Award Amount | Actual Disb Amount | Scheduled Award Amt | Eligibility Used |
| --- | --- | --- | --- | --- | --- | --- | --- |
| 001 | 1 | 4 | 2008 | 4000 | 1050 | 4000 | 26.2500% |
| 001 | 2 | 4 | 2008 | 4000 | 3000 | 4000 | N/A |
| Total Eligibility Used (Sum of all EU's) – Academic Year Level 4  |  |  |  |  |  |  | 26.2500% |

- The student’s second disbursement would cause EU to equal
**EU% **= 100% × [($1050 + $3000) ÷ $4000] = **101.2500%**

**Notes:**
Since the disbursement would cause EU to exceed 100%, it is rejected.
The award and first disbursement is accepted by the COD system.

## Eligibility Used, Total Eligibility UsedExample 3

**Eligibility Used, Total Eligibility Used*****Example 3***

- A student has 4 ACG Awards for Academic Year Levels 1 and 2 in the 2007-2008 and 2008-2009 Award Years.
- Suppose the Scheduled Grant Amount for ACG is increased 50% from $750 to $1125 for Academic Year Level 1 and from $1300 to $1950 for Academic Year Level 2.

| Award | Attended School  | Academic Year Level | Award Year | Award Amount | Disbursement Amount | Scheduled Award Amt | Eligibility Used |
| --- | --- | --- | --- | --- | --- | --- | --- |
| 1 | A | 1 | 2008 | 500 | 125 | 750 | 16.6666% |
| 2 | A | 1 | 2009 | 1125 | 500 | 1125 | 44.4444% |
| 3 | B | 1 | 2008 | 200 | 200 | 750 | 26.6666% |
| 4 | B | 2 | 2009 | 1300 | 1250 | 1950 | 64.1025% |
| Total Eligibility Used (Sum of all EU's) – Academic Year Level 1 |  |  |  |  |  |  | 87.7776% |
| Total Eligibility Used (Sum of all EU's) – Academic Year Level 2 |  |  |  |  |  |  | 64.1025% |

**Notes:**
Notice: The sum of disbursements across all schools for Academic Year Level 1 is $825

Grade Level 1 TEU % = (16.6666% + 44.4444% + 26.6666%) = 87.7776%
Grade Level 2 TEU % = (64.1025%) = 64.1025%

## Eligibility Used, Total Eligibility Used

**Eligibility Used, Total Eligibility Used**

**Total Percent Eligibility Used (Across all Schools, Award Years)**

**Percent Eligibility Used**

**Scheduled Award Amount**

**Academic Year Level**

## Eligibility Used, Total Eligibility Used

**Eligibility Used, Total Eligibility Used**

**For ACG and National SMART Grant programs, COD sends, via daily outbound NSLDS file:**
- Percent Eligibility Used at this School
- Total Percent of Eligibility Used
- Scheduled Award Amount

## Multiple Reporting RecordsPell

**Multiple Reporting Records*****Pell***

- The Eligibility Used field has been renamed to Percent Eligibility Used by Scheduled Award
- The Eligibility Used in field position 381-385 has been expanded to 7 bytes and moved to position 442-448
- Positions 381-385 are now an unused field

## Multiple Reporting RecordsACG, National SMART Grant

**Multiple Reporting Records*****ACG, National SMART Grant***

- The Unused field in field position 321-327 will be renamed ACG/National SMART Grant Scheduled Award
- Positions 463-469 will be added to the end of the existing layout and populated with the Percent Eligibility Used by Scheduled Award
- Positions 470-476 will be added to the end of the existing layout and populated with the Total Percent Eligibility Used by Academic Year Level
- The total record length will be increased to 476 bytes from 462 bytes (14 bytes increase)

## Year-To-Date (Disbursement)Pell

**Year-To-Date (Disbursement)*****Pell***

- Positions 66-72 will be populated with the Percent Eligibility Used by Scheduled Award
- Positions 73-79 will be populated with the Total Percent Eligibility Used
- Positions 80-103 will remain an unused field
- There are no changes to the total record length of the Pell YTD (Disbursement) record

## Year-To-Date (Origination) ACG, National SMART Grant

**Year-To-Date (Origination)***** ACG, National SMART Grant***

- The Unused field in field position 252-256 will be renamed ACG/National SMART Grant Scheduled Award
- There are no changes to the total record length of ACG YTD – Origination record (350 bytes)

## Year-To-Date (Disbursement) ACG, National SMART Grant

**Year-To-Date (Disbursement)***** ACG, National SMART Grant***

- Positions 66-72 will be populated with the Percent Eligibility Used by Scheduled Award
- Positions 73-79 will be populated with the Total Percent Eligibility Used by Academic Year Level
- Positions 80-103 will remain an unused field
- There are no changes to the record layout of the ACG/National SMART Grant YTD – Disbursement (350 bytes)

## COD Updates

- March 2008 Release Updates
- MPN Updates
- Potential Updates

**COD Updates**

## Requiring MPNs Before Disbursement

**Requiring MPNs Before Disbursement**

- Beginning in March 2008, all schools will be required to have an accepted MPN on file at COD before actual disbursements can be accepted for the associated Direct Loan award.

## PLUS MPN Redesign

**PLUS MPN Redesign**

- Incorporates HERA changes
- Still ONE MPN for all PLUS borrower types (parent and graduate/professional student)
- New OMB form expiration date
- Incorporates Borrower’s Rights and Responsibilities (BRR)
***COD will not accept older MPN version after March 1, 2008!***

**Notes:**
* Endorser Addendum

## COD Updates

- March 2008 Release Updates
- MPN Updates
- Potential Updates

**COD Updates**

## Potential Updates

- Tuition Sensitivity
- TEACH Grants
- Schema Changes

## Schema Changes

**COD will introduce a new OPTIONAL schema as part of CCRAA legislative changes (expected summer 08) to support the new TEACH Grant. **
**The new schema will be REQUIRED for all schools as part of Release 8.0 (expected March 09).**
**COD will retire the 1.0g schema in March 2008.**

## Schema Changes

**Reason for schema changes:**
**New award block for TEACH Grants**
**PESC Compliance**
**Scope of Changes:**
**Add new elements **
**Rename existing elements**
**Nesting of tags**
**Removal of attributes**

## Slide 64

## CPS 2008-2009 Test System Update

**CPS 2008-2009 Test System Update**

- Mechanism for you to confirm that your system
- Meets specifications for interfacing with CPS
- Is calculating correct results
- Allows you to:
- Test applications and corrections
- Receive ISIR data

**Notes:**
As soon as the draft specs are posted we’ll add the date to the notes.  -m.m.

Mechanism for you to confirm that your system – 
Meets specifications for interfacing with CPS
Is calculating correct results
Allows you to – 
Test applications and corrections
Receive ISIR data

## CPS 2008-2009 Test System Update

**CPS 2008-2009 Test System Update**

- Available on November 20, 2007, and remains available through the end of the processing cycle
- User Guide will be posted to Federal Student Aid Download Web site (_[FSAdownload](mailto:FSAdownload@ed.gov)__[.ed.gov](mailto:FSAdownload@ed.gov)_) by the end of October
- An Electronic Announcement will be posted when the test system goes live

## CPS 2008-2009 Test System Update

**CPS 2008-2009 Test System Update**

- Test files will be available at _[FSAdownload](file:///../../../sue.O'Flaherty/Local%20Settings/Temp/FSAdownload.ed.gov)__[.ed.gov](file:///../../../sue.O'Flaherty/Local%20Settings/Temp/FSAdownload.ed.gov)_
- Separate input and output files will be posted for testing specifications
- Remember - CPS is still in test until Federal Student Aid accepts the system and production starts on January 2, 2008

**Notes:**
Ginger-Suggest mentioning the PIN web site changes here.

## COD March 2008 Release Testing

**COD March 2008 Release Testing**

- User Guide available in the COD Technical Reference, Volume V, Section 1
- Test Cases available in the COD Technical Reference, Volume V, Section 2
- An Electronic Announcement will be posted when the test system goes live

**Notes:**
Ginger-Suggest mentioning the PIN web site changes here.

## COD March 2008 ReleaseSchool & Vendor Testing – Tentative Schedule

**COD March 2008 Release****School & Vendor Testing – Tentative Schedule**

| Sign Up | 12/03/07 - 05/02/08 |
| --- | --- |
| Phase I | 01/02/08 - 5/30/08 |
| Implementation | 03/14/08 |
| Phase II | 04/07/08 - 07/25/08 |
| Unstructured | 06/02/08 - 09/30/08   |

## Slide 70

## Available Tools & Training

- CPS Technical References
- COD Technical Reference
- Webinars
- COD Computer-Based Training

## CPS Technical References

| Document | IFAP Posting |
| --- | --- |
| EDE Technical Reference (Software Developers' Conference Version)    | August, 2007 |
| Software Developers' Specifications (Software Developers' Conference Version)   | August, 2007 |
| Software Developers' Specifications (Final Version)   | January, 2008 |
| EDE Technical Reference (Fall Conference Version)    | October, 2007 |
| CPS Testing System User Guide  | October, 2007 |
| EDExpress Packaging Technical Reference    | October, 2007 |
| ISIR Guide    | October, 2007 |
| Application Processing System Changes Process Guide    | October, 2007 |
| School Electronic Process Guide    | October, 2007 |
| Student Web Application Products Process Guide    | October, 2007 |
| SAR Comment Codes and Text (Reference Guide)    | October, 2007 |
| EDExpress 2008-2009 Release 1.0 Documentation | January, 2008 |
| EDExpress 2008-2009 Release 2.0 Documentation | March, 2008 |
| DL Tools Release 8.0 Installation Guide (and accompanying docs) | July, 2008 |

## COD Technical Reference

| Volume | First Publication | Final Publication |
| --- | --- | --- |
| Volume I – Getting Started | July 2007 | October 2008 |
| Volume II – Common Record Technical Reference
Volume II, Section 1: Implementation Guide | July 2007
September 2007 | October 2008
 |
| Volume III – DL & Pell Grant Combo System Supplement
Volume III, Section 1: Combination System Implementation Guide | September 2007
September 2007 | October 2008
 |
| Volume IV – DL Tools | July 2008 | July 2008
 |
| Volume V – School Testing Guide | September 2007 | October 2008
 |
| Volume VI – Appendices
Volume VI, Section 3: Pell Grant Calculation Table | September 2007
February 2008 | October 2008
 |

## Webinars

**Internet Training and Webinars**
- _[http://](http://ifap.ed.gov/IFAPWebApp/currentCPresentationsYearPag.jsp?p1=Additional+FSA+Presentations&p2=c)__[ifap](http://ifap.ed.gov/IFAPWebApp/currentCPresentationsYearPag.jsp?p1=Additional+FSA+Presentations&p2=c)__[.ed.gov/](http://ifap.ed.gov/IFAPWebApp/currentCPresentationsYearPag.jsp?p1=Additional+FSA+Presentations&p2=c)__[IFAPWebApp](http://ifap.ed.gov/IFAPWebApp/currentCPresentationsYearPag.jsp?p1=Additional+FSA+Presentations&p2=c)__[/](http://ifap.ed.gov/IFAPWebApp/currentCPresentationsYearPag.jsp?p1=Additional+FSA+Presentations&p2=c)__[currentCPresentationsYearPag](http://ifap.ed.gov/IFAPWebApp/currentCPresentationsYearPag.jsp?p1=Additional+FSA+Presentations&p2=c)__[.](http://ifap.ed.gov/IFAPWebApp/currentCPresentationsYearPag.jsp?p1=Additional+FSA+Presentations&p2=c)__[jsp](http://ifap.ed.gov/IFAPWebApp/currentCPresentationsYearPag.jsp?p1=Additional+FSA+Presentations&p2=c)__[?p1=Additional+FSA+Presentations&p2=c](http://ifap.ed.gov/IFAPWebApp/currentCPresentationsYearPag.jsp?p1=Additional+FSA+Presentations&p2=c)_

## COD Computer Based Training

- An exciting new CBT will be released by COD to familiarize users with the capabilities of the COD System!

***Now Available!***

## Related CPS Sessions

| Session #14 | Resolving Database Match Results & CPS Rejects |
| --- | --- |
| Session #21 | FAA  Access to CPS Online for New Users (Hands On) |
| Session #15 | EDExpress Update |
| General Session | Application Processing Update |
| Session #2 | NSLDS Aggregate Calculations |
| Session #1 | NSLDS Security & What’s New |

## Related COD Sessions

| Session #24 | COD Web (Hands On) |
| --- | --- |
| Session #5 | Operational Update: ACG & National SMART Grant |
| Session #39 | Exploring Direct Loan Data on the Web and Unlocking the Potential of Direct Loan Reports |
| Session #38 | A Direct Loan Primer |
| Session #40 | What’s New for Direct Loans for 2008-2009 |
| Session #15 | EDExpress Update |

## Slide 78

## Contact Information

**Sue O’Flaherty**Senior Advisor, Program Operations Channel_[sue.o’flaherty@ed.gov](mailto:sue.o’flaherty@ed.gov)_
**Kathleen Wicks**
- Director, Grant Operations
- _[kathleen.wicks@ed.gov](mailto:kathleen.wicks@ed.gov)_
**Lisa DiCarlo**
- Director, Direct Loan Operations
- Acting Director, COD Systems
- _[lisa.dicarlo@ed.gov](mailto:lisa.dicarlo@ed.gov)_