2004 – 2005 COD Technical Reference

February 2005

Change Tracking Log

Updates to COD Technical Reference

Section Change(s) Made Page(s)
Volume I – Getting Started
Volume I, Section 1 – Document
Added text to define the purpose of the technical I–1–1
Standards reference, and to state that the technical reference is not
intended to reflect all regulations with which participants
must comply.
Volume II – Common Record Full Participant Technical Reference
Volume II, Section 1 – Full Added a note within the Business Rules for Common II – 1 – 22
Participant Implementation Record Batch Processing stating when schools send in
Guide new origination and disbursement information in
separate batches, schools should wait to receive the
response on the originations before submitting
disbursements.
Volume II, Section 1 – Full Removed “optional” from the <FinancialAwardID> tag
Participant Implementation to indicate this data element is required when processing:
Guide
ƒ Change to a Direct Loan Award II – 1 – 37
ƒ Direct Loan Anticipated Disbursement II – 1 – 38
ƒ Direct Loan Actual Disbursement II – 1 –39
Volume II, Section 1 – Full Added the Borrower tag as being a required data element II – 1 – 39
Participant Implementation when processing Actual Disbursements and Anticipated
Guide Disbursements for Direct Loan PLUS
Volume II, Section 1 – Full Updated Business Rule #6 within the “Updating and II – 1 – 96
Participant Implementation Adjusting Direct Loan Disbursement Amounts and
Guide Dates” to indicate that Previous Sequence Number for a
specific Disbursement Number is returned on all
disbursement responses with Disbursement Sequence
Number greater than 01.
Volume II, Section 1 – Full As of May 2004, the business rules for Loan Discharge II – 1 – 107
Participant Implementation due to pending bankruptcy no longer apply.
Guide
Updated the business rules for Loan Discharge. II – 1 – 107

* Additional information is found in Direct Loan Bulletins

DLB-04-14 and DLB-04-17.
Volume II, Section 1 – Full Within the “Submitting Pell Grant Disbursement
Participant Implementation Information and Disbursement Release Indicator” topic,
Guide added a Business rule:
ƒ Schools must submit actual disbursements with II – 1 – 147
disbursement sequence number = 01 within 30
days of the disbursement date

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February Change Tracking Log
 2004 – 2005 COD Technical Reference
February 2005

Change Tracking Log

Updates to COD Technical Reference

Section Change(s) Made Page(s)
Volume II, Section 1 – Full Updated Business Rule #6 within the “Updating and II – 1 – 149
Participant Implementation Adjusting Pell Grant Disbursement Amounts and Dates”
Guide to indicate that Previous Sequence Number for a specific
Disbursement Number is returned on all disbursement
responses with Disbursement Sequence Number greater
than 01.
Volume II, Section 1 – Full Within the “Updating Pell Grant Disbursement Amounts
Participant Implementation and Dates” topic, added a Business Rule:
Guide ƒ Schools must submit adjustments to actual II – 1 – 149
disbursements with disbursement sequence
number not equal to 01 within 30 days
Volume II, Section 1 – Full Added a business rule for Reporting Verification Status II – 1 – 152
Participant Implementation Code to explain that the value stored for Verification
Guide Status Code can be deleted with a null tag (nil = “true”).
Volume II, Section 3 – Common Removed Nil = true as a valid value for the following
Record Layout fields:

ƒ <Address> #31 II – 3 – 14
ƒ <AddressForeignIndicator> #32 II – 3 – 14
ƒ <AddressTypeCode> #33 II – 3 – 14
ƒ <AddressLine> #34 II – 3 – 15
ƒ <AddressCity> #35 II – 3 – 15
ƒ <AddressStateProvinceCode> #36 II – 3 – 15
ƒ <AddressPostalCode> #37 II – 3 – 15
ƒ <AddressCounty> #38 II – 3 – 16
ƒ <AddressCountryCode> #39 II – 3 – 16
ƒ <CitizenshipStatusCode> #42 II – 3 – 17
ƒ <OriginationFeePercent> #45 II – 3 – 18
ƒ <InterestRebatePercent> #46 II – 3 – 18
ƒ <PromissoryNotePrintCode> #47 II – 3 – 18
ƒ <DisclosureStatementPrintCode> #48 II – 3 – 19
ƒ <FinancialAwardBeginDate> #50 II – 3 – 19
ƒ <FinancialAwardEndDate> #51 II – 3 – 20
ƒ <AcademicYearBeginDate> #52 II – 3 – 20
ƒ <AcademicYearEndDate> #53 II – 3 – 20
ƒ <FinancialAwardAmount> #57 II – 3 – 22
ƒ <FinancialAwardCreateDate> #63 II – 3 – 23
ƒ <FinancialAwardAmountRequested> #64 II – 3 – 23
ƒ <FederalShareAmount> #67 II – 3 – 24
ƒ <FISAPIncomeAmount> #68 II – 3 – 24
ƒ <AttendanceCost> #69 II – 3 – 24
ƒ <AcademicCalendarCode> #70 II – 3 – 25

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February Change Tracking Log
 2004 – 2005 COD Technical Reference
February 2005

Change Tracking Log

Updates to COD Technical Reference

Section Change(s) Made Page(s)
ƒ <PaymentMethodologyCode> #71 II – 3 – 25
ƒ <WeeksUsedCalculate> #72 II – 3 – 26
ƒ <WeeksProgramsAcademicYear> #73 II – 3 – 26
ƒ <HoursAwardYear> #74 II – 3 – 27
ƒ <HoursProgramsAcademicYear> #75 II – 3 – 27
ƒ <EnrollmentDate> #79 II – 3 – 29
ƒ <SecondaryEFC> #80 II – 3 – 29
ƒ <DisbursementAmount> #82 II – 3 – 30
ƒ <DisbursementDate> #83 II – 3 – 31
ƒ <DisbursementReleaseIndicator> #84 II – 3 – 31
ƒ <DisbursementSequenceNumber> #85 II – 3 – 32
ƒ <FirstDisbursementIndicator> #86 II – 3 – 32
ƒ <DisbursementNetAmount> #87 II – 3 – 32
ƒ <DisbursementFeeAmount> #88 II – 3 – 33
ƒ <InterestRebateAmount> #89 II – 3 – 33
ƒ <DisbursementConfirmationIndicator> #90 II – 3 – 34
ƒ <PaymentPeriodStartDate> #91 II – 3 – 34
Volume II, Section 3 – Common In Field #86 <FirstDisbursementIndicator> II – 3 – 32
Record Layout ƒ Clarified the meaning of first disbursement to
indicate earliest dated disbursement.
Volume II, Section 3 – Common In Field #133 <PreviousSequenceNumber> II – 3 – 44
Record Layout ƒ Clarified that this tag is returned on all
disbursement responses with Disbursement
Sequence Number greater than one.
Volume II, Section 4 – Full Updated Edit 052 II – 4 – 19
Participant Edits ƒ Clarified the Condition of the Edit, when DRI =
False, the Subsequent Disbursement Date is before
the Disbursement Date of the first disbursement,
which is the disbursement with the First
Disbursement Indicator (FDI) flag set to true.
ƒ Clarified the Condition of the Edit, when DRI =
True, subsequent disbursement date is on or
before the Disbursement Date of the first Funded
Disbursement.
ƒ Clarified How to Fix the Record, to review the
disbursement dates of the rejected record and the
first disbursement (disbursement with the First
Disbursement Indicator flag set to true. If date of
submitted disbursement is earlier than the date of
the first disbursement, and that date is incorrect,
update and resubmit.
Volume II, Section 4 – Full Updated Edit 060 II – 4 – 22

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February Change Tracking Log
 2004 – 2005 COD Technical Reference
February 2005

Change Tracking Log

Updates to COD Technical Reference

Section Change(s) Made Page(s)
Participant Edits ƒ Clarified Special Condition Status to only be
“Experimental Site Schools” or schools with a
study abroad program and a default rate <5% in
the most recent fiscal year.
Volume II, Section 4 – Full Updated Edit 089 II – 4 – 32
Participant Edits ƒ Edit is no longer applicable
Volume VI – Direct Loan Tools
Volume VI, Section 3 – DL Renumbered field #’s of “Disbursement Detail External VI – 3 – 6 to
Tools Record Layouts Add Record Layout” to remove the occurrence of two VI – 3 – 8
Field # 3.
Volume VI, Section 3 – DL Updated description in the field name of the field VI – 3 – 8
Tools Record Layouts “Transaction Date”.
Volume VIII – Appendices
Volume VIII, Section 8 – COD Pell Reports available on the COD web site are only VIII – 8 – 2
Reports available in Comma-Delimited (CSV) format.

Updated Business Rules for the following Pell Reports to

indicate this change
ƒ Pending Disbursement List
ƒ Funded Disbursement List
ƒ Verification Status
ƒ Pell POP
Volume VIII, Section 8 – COD Updated the SSN/Name/DOB Change Report Business
Reports Rule to indicate the Report will generated and sent
Weekly (when a change is initiated):
ƒ Pell SSN/Name/DOB Change Report VIII – 8 – 52
ƒ Direct Loan SSN/Name/DOB Change Report VIII – 8 –
139
Volume VIII, Section 8 – COD Updated the mockup of the Pell Verification Status VIII – 8 – 66
Reports Report.
Volume VIII, Section 8 – COD Modified the Direct Loan report matrix to indicate VIII – 8 – 73
Reports Funded Disbursement List Report is only available for
Pushed Cash Schools.
Volume VIII, Section 8 – COD DL – School Account Statement (SAS) VIII – 8 – 74
Report ƒ Added a brief description of the five different
SAS sections
o Cash Summary
o Disbursement Summary by Loan Type
o Cash Detail
o Loan Detail, Loan Level
o Loan Detail, Disbursement Activity Level

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 2004 – 2005 COD Technical Reference
February 2005

Change Tracking Log

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February Change Tracking Log