# Presentation: 874928

## EDExpress/COD Processing from an EDExpress V10.1 Pell Perspective 

- Ginger Klock
- Jody Sears

***Session 23***

## 2004-2005 EDExpress for Windows, Release 2.0 

**Renaming the software**
- from Version 10.1 to Release 2.0
- due to the Access 2002 database update
**Icons and splash screens** will be
**pink** to match the FAFSA and SAR
**Release 2.0** will include
- Pell
- Direct Loan

## Access 2002 Database

**Electronic Message Titled:**
**“**Conversion of 2004-2005 EDExpress Database to Access 2002 Format”
- Posted on 09-12-2003
**Warnings:**
- strongly discourage users from viewing and/or manipulating database with Access
- making changes can potentially cause damage
- limits our ability to support problems
- have a safe, reliable back-up

## 2004-2005 EDExpress for Windows, Release 2.0

**New InstallShield**
- If Full install, required components will not display on the “Select Components” dialog
- If Custom Install, previously installed components will not display
- If you do not use the Direct Loan module of EDExpress, you may choose not to install it by removing the checkmark next to Direct Loan on the “Select Components” dialog

## What’s New?

- New Setup Screens
- Intuitive Label Updates
- Origination Entry Screen Modifications
- Import/Export Changes
- Print Options
- Reports

## Setup - Global

**Global/Security Setup**
- added COD
- Allows for User defined Security Setup to be done once for both Pell and Direct Loan if you want someone to have the same privileges in both.

## Slide 7

## Setup

**COD Setup** tab replaces separate Direct Loan and Pell tabs (Tools/Setup)
- System (DL & Pell)
- School (DL & Pell)
- Disbursement Profile Code (DL & Pell)
- Pnote Printer (DL only)
- Tolerances (DL only)

## Setup – COD Tab

**System** (Pell & DL)
- Enter setup information for both modules in one location
- ‘Source Entity ID’ Checkbox
- ‘Third Party Servicer?’ Checkbox
***New*** ‘Disable Source Entity ID Setup?’ warning Checkbox
***New*** ‘Combine DL and Pell Export?’ Checkbox

## Slide 11

## Setup – COD Tab 

**School **(Pell & DL)
- ‘Enrollment Information’ fields have been renamed ‘Enrollment Information - For School Use Only’
- Label Changes in Setup
- Reporting Campus Entity ID now Reporting Entity ID
- Attended Campus Entity ID now Attended Entity ID

## Slide 13

## Setup – COD Tab 

**Disbursement Profile** (Pell & DL)
- Can use the same profile for both Pell and Direct Loan
- Option to indicate whether a profile is for
- Pell Module Only,
- Direct Loan Module Only, or
- Combination to be used in either Module
- If you set up Combination Disbursement Profiles, the valid date values are 6/21/2004 – 10/27/2006

## Setup – COD Tab

**Disbursement Profile** continued
- Disbursement Profile Code field has been expanded from two bytes to four bytes
- Setup feature will allow user to determine if disbursements will calculate with or without pennies
- Default checkbox will be located on the COD School Setup Screen

## Slide 16

## Setup – COD Tab

**Setup – Prior Year Import**
- Can import 03-04 Setup information into 04-05 software.
- Prior Year Import will carry over first unique Disbursement Profile from Pell and Direct Loan.
- Inactive field is checked if the profile was created from a prior year import and has not been saved with the new valid dates.
**Valid dates for the 2004-2005 year: **
**06/21/2004 - 09/30/2009**

## Importing ISIR records to create Pell records

- Primary EFC will always be imported.
- Checking the ‘Import Packaging Data’ will automatically check the  'Include Records in Next Document Submission' checkbox.
- This checkbox can be deselected.

## What’s New? continued

- Origination Entry Screen Modifications
- Import/Export Changes
- Print Options
- Reports

## Pell Origination Entry	

**Origination Tab**
- replaces separate Direct Loan and Pell Grant tabs
- Similar to the Disbursement tab, the new Origination tab has separate DL and Pell tabs
- Default depends on the Setup for the particular User ID     (Tools/Setup/Global/System)

## Slide 21

## Pell Origination Entry – Label Changes

**Old Label**
- Reporting Campus Entity ID
- Attended Campus Entity ID
- Reporting Campus ID
- Attended Campus ID

**New Label**
- Reporting Entity ID
- Attended Entity ID
- Reporting Pell ID
- Attended Pell ID

## Slide 23

## Pell Origination Entry – Label Changes Continued

**Old Label**
- Total Disbursement Amounts
- Transaction Number

**New Label**
- Total of All Disbursement Amounts
- CPS Transaction #

## Slide 25

## Pell Origination Entry 

**Enrollment information**
- moved to the right side of the screen
- now **optional fields**, however, if you fill in one, you will **need to enter all** other related Enrollment Information.
- Valid field content for 2004-2005 ‘Enrollment Date’:
- 01/01/2004 - 06/30/2005

## Pell Origination Entry – Label Changes Continued

**Old Label**
- Weeks of Instructional Time in Program’s Academic Year
- Credit/Clock Hours Expected to Complete This School Year
- Credit/Clock Hours in Program’s Academic Year

**New Label**
- Weeks of Instruction Time in Program’s Definition of AY
- Credit/Clock Hours Used to Calculate Payment
- Credit/Clock Hours in This Student’s Program of Study’s Academic Year

## These fields no longer export to COD

**Optional**

## Pell Disbursement Entry

**Disbursement Date** valid field content:
- 06/21/2004 - 09/30/2009
**Pay Period Start Date** valid field content:
- 01/01/2004 - 06/30/2005
**Any **Disbursement, Sequence **1** required to have an amount greater than zero
- (New Edit 1580)
**Label changes**

## Slide 30

## Message Class Options

- COD will be offering several options for message classes in 2004-2005, starting with 2004-2005 award year **only.**
- Message class options will include the following:
- Non-program specific, non-award year specific
- Non-program specific, **award year specific**
- Program specific, non-award year specific
- Program specific, award year specific
- EDExpress will generate message classes in non-program specific, award year specific format

- EDExpress
- Only

## Message Class Options

|  | Inbound
to COD | Outbound
from COD | Receipts |
| --- | --- | --- | --- |
| Non-program Specific and Non-award Year Specific | COMRECIN | COMRECOP | COMRECOP |
| Award Year Specific | CRAA05IN | CRAA05OP | CRRC05OP |
| Program Specific | CRPGMYIN | CRPGMYOP | COMRECOP |
| Program and Award Year Specific | CRPG05IN | CRPG05OP | CRRC05OP |

## Pell COD Exports to Imports

- COMRECIN message class replaced with CRAA**05**IN
- Schools can still send data by award type
- Pell only
- DL only
- Combine DL and Pell Data
- by using the Export choices in EDExpress
- Incoming message class (CRAA05IN) the school used to send the document to COD determines the outgoing message class (CRAA05OP) for the COD document response

## Pell COD Imports

- COMRECOP message class has been replaced with:
- CRRC05OP (Receipts)
- CRAA05OP (Response to CRAA05IN)
- CRND05OP (Pell Negative Disbursement)
- CRWB05OP (Response to Web Activity)

## EDExpress Combo School Example	

## Pell External Import Add/Change

- Add/Change valid field content updates
- Change updates
- Only the Origination ID is required for import
- All other fields can be blank if no update for the field
- Update to blank can be done on Manual or Multiple Entry screens

## Pell Reports

- ‘Exclude-SSN?’ check box
- has been added to User-defined letters
- 'List - Document Activity' Report will now Display
- Only Pell or
- Pell and DL combined documents
- Depending on what is in the document
- Removed the 'Disbursement Document Summary' Report
- ESOA will now print GAPS Award Number

## Pell Reports

**Pell POP Report** lists those students for whom COD has accepted an actual disbursement and who are:
- In a POP situation
- No longer in a POP situation
- Report lists other Attended Schools that have reported disbursements for the student for the award year.
- Report will be pushed to schools monthly to SAIG mailbox.
- The report will also be available via Pell data request functionality.

## POP

**Pell POP Report Mock-up**

## Verification Initiatives

**Pell Verification Status Report** lists those students who:
- Have an actual disbursement on COD
- Were selected for verification by CPS
- AND
- For whom the school has **not** reported a verification status of ‘V’ or ‘S’
- Report will be pushed monthly to schools via their SAIG mailbox as a preformatted text file.
- QA schools are excluded from receiving this report.
- Report is also available on the COD web site.

## Pell Verification Status Report Mock-up

**Pell Verification Status Report Mock-up**

## Verification Initiatives

**Two new informational tags** will be returned in the Full Participant Award Response block when an actual disbursement is accepted:
- CPS Verification Indicator
- Indicates the student was selected for verification  by CPS on any CPS Transaction Number and the school has not reported to COD a ‘V’ or ‘S’.
- Highest CPS Transaction Number
- Indicates the highest CPS transaction number for the student during this award year.
- Results will appear on Import Edit Report

## Pell COD Exports

- The following options have been added to Data Requests (PGRQ05IN) from COD
- Pell POP Report (PGPR05OP)
- Verification Status Report (PGVR05OP)
- Request for Reporting Campus-Required
- Request for Attended Campus-Optional

## How You Can Help?

- Participate in
- Beta Testing
- Document Review
- Focus Groups
- Usability Testing
- How?
- Give us business card or note with
- Name
- Phone and email address
- What you would like to participate in
- Which module(s) you are interested in

## Technical Assistance

- We appreciate your feedback and comments.
_**CPS/WAN**_-
- Phone: 1-800-330-5947
- Fax: 319-665-7662
- E-mail: cpswan@ncs.com
_**COD**_**-**
- Phone: 1-800-848-0978 & 1-800-474-7268
- E-mail: codsupport@acs-inc.com