2004 – 2005 COD Technical Reference

February 2004

Change Tracking Log

Updates to COD Technical Reference

Section Change(s) Made Page(s)
Volume I –Getting Started
Volume I, Section 2 – Overview Added Phase-In Participant Reject Edit 85. Edit 85 will be 1–2–7
of Changes from 2003-2004 to returned when a school submits a SSN change to a PLUS
2004-2005 Borrower
Volume I, Section 2 – Overview Added SAIG Transmission Header increase of the 1 – 2 – 10
of Changes from 2003-2004 to variable length Batch Number field from 26 to 50
2004-2005 characters
Volume I, Section 2 – Overview Added Reject of PLUS Borrower SSN Changes to indicate 1 – 2 – 10
of Changes from 2003-2004 to that COD will reject an SSN change for a PLUS Borrower
2004-2005 with an accepted award and valid credit check
Volume I, Section 2 – Overview Revised descriptions of the following removed data
of Changes from 2003-2004 to elements to clarify the impact of the change on Full and
2004-2005 Phase-In Participants
! Academic Calendar Code 1 – 2 – 11
! Payment Methodology Code 1 – 2 – 11
! Weeks of Instructional Time Used to Calculate 1 – 2 – 12
Payment
! Weeks of Instructional Time in Program's 1 – 2 – 12
Definition of Academic Year
! Credit/Clock Hours Used to Calculate Payment 1 – 2 – 13
! Credit/Clock Hours in This Student's Program of 1 – 2 – 13
Study's Academic Year
Volume I, Section 3 – COD Removed Loan Origination Center from addresses I–3–4
Overview
Volume I, Section 3 – COD Reworded COD Overview for Full Participants section I–3–5
Overview for clarity
Volume II – Common Record Full Participant Technical Reference
Volume II – Table of Contents Updated TOC to reflect changes II – i

Volume II, Section 1 – Full Updated TOC to reflect changes II – 1 – 3

Participant Implementation
Guide
Volume II, Section 1 – Full Updated the note in the Full Participants in 2004-2005
Participant Implementation section re:
Guide ! Schools are able to locate their Routing ID on the II – 1 – 6
COD web site
! Schools should refer to an IFAP Electronic II – 1 – 7
Announcement dated 10/31/2003 for more
information about how to become a Full
Participant

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February 2004

Change Tracking Log

Updates to COD Technical Reference

Section Change(s) Made Page(s)
Volume II, Section 1 – Full Updated the Common Record XML Schema business
Participant Implementation rules re:
Guide ! System-generated responses for the 2003-2004 II – 1 – 9
award year and forward will be returned in the
latest XML schema version in which the school
has submitted Common Record documents
! System-generated responses for the 2002-2003 II – 1 – 9
award year will be returned in the latest XML
schema version used to submit records for that
award year
Volume II, Section 1 – Full Updated the Batch Processing business rules re: II – 1 – 19
Participant Implementation ! Incorporated note informing EDConnect users
Guide that they must upgrade to EDConnect version 5.3
or higher to prevent their records from rejecting
Volume II, Section 1 – Full Updated the Response Documents business rules re:
Participant Implementation ! Schools can change the default option to Full II – 1 – 21
Guide Response by contacting COD School Relations
! Web reponses for a Common Record submitted II – 1 – 21
via the web do not contain submitted data
elements
! Schools that participate in Pell and Direct Loan II – 1 – 22
that do not wish to receive a web response for a
Common Record submitted via the web, must
change this option for each program
Volume II, Section 1 – Full Updated Storing of Reject Records section re: II – 1 – 25
Participant Implementation ! Storing of rejected records in the COD System is
Guide dependent upon the level (i.e. Person, Award,
Disbursement, etc.) at which the record rejects.
! Moved Storing of Reject Records section to
Common Record Processing section of the
Implementation Guide
Volume II, Section 1 – Full Updated the Routing ID section to include information II – 1 – 40
Participant Implementation about how to view the Routing ID on the COD web site
Guide
Volume II, Section 1 – Full Updated the Borrower Identifier section to indicate that II – 1 – 56
Participant Implementation schools are unable to change the Borrower SSN on a
Guide PLUS loan because a credit decision was performed using
the original SSN
Volume II, Section 1 – Full Corrected <OriginationFeePercent> and II – 1 – 68
Participant Implementation <InterestRebatePercent> values in the
Guide DLLoanInformation block examples
Volume II, Section 1 – Full Updated the Establishing an Initial Direct Loan Award II – 1 – 72

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February 2004

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Updates to COD Technical Reference

Section Change(s) Made Page(s)
Participant Implementation section to indicate that anticipated disbursement
Guide information is required when establishing a Direct Loan
award via both the web and Common Record submission
Volume II, Section 1 – Full Updated the business rules for Updating and Adjusting
Participant Implementation Disbursement Amounts and Dates re:
Guide ! Corrected typo in XML format of Disbursement II – 1 – 95
Number element
! Schools should not submit upward adjustments to II – 1 – 95
a Disbursement Amount if additional funds are
disbursed after the Disbursement Date
! Previous Sequence Number can be used to II – 1 – 96
determine the next Disbursement Sequence
Number
! Disbursement Amount and Disbursement Date II – 1 – 96
cannot be adjusted in the same Disbursement
complex element but can be adjusted in the same
Award tag by using distinct, sequential
Disbursement Sequence Numbers
! Revised example to indicate when to upwardly II – 1 – 97
adjust a Disbursement Amount and when to
create a new Disbursement
Volume II, Section 1 – Full Updated the Disbursement Requirements for Award
Participant Implementation Amount Updates section business rules re:
Guide ! Anticipated disbursements will only be II – 1 – 98
recalculated when a new Award Amount is less
than the sum of the anticipated disbursements
and when the sum of the actual disbursements is
equal to $0
! Anticipated disbursements will be reduced to II – 1 – 99
zero when the Award Amount is reduced to zero
Volume II, Section 1 – Full Updated the Booking Notification Response example. II – 1 – 103
Participant Implementation The Disbursement Number complex element is not
Guide returned in the Booking Notification Response code
Volume II, Section 1 – Full Added Loan Discharge section and corresponding II – 1 – 106
Participant Implementation business rules for bankruptcy, total and permanent
Guide disability, death, and unauthorized payment/signature
Volume II, Section 1 – Full Updated the MPN Business Rules Unique to PLUS MPN II – 1 – 110
Participant Implementation to indicate that each PLUS loan can have a maximum of
Guide four disbursements
Volume II, Section 1 – Full Updated the Business Rules Specific to Linking a
Participant Implementation Subsidized/Unsubsidized MPN section re:
Guide ! Incorporated note emphasizing the role of II – 1 – 120

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Section Change(s) Made Page(s)
matching identifier information on the FAFSA
and on financial aid applications for linking an
award and MPN
! Included MPN Status Code returned on the II – 1 – 121
Award Response for an accepted award where a
valid MPN is not on file at COD
! Added scenario and course of action for a II – 1 – 121
situation in which an accepted award and valid
MPN do not link due to different identifier
information on the award and MPN
! Added example of a MPN and award that do not II – 1 – 121
link due to a discrepancy between the identifier
information (i.e. first names) contained on the
MPN and the award
Volume II, Section 1 – Full Updated the Business Rules Specific to Linking the PLUS
Participant Implementation MPN re:
Guide ! Incorporated note emphasizing the role of II – 1 – 122
matching identifier information on the FAFSA
and on financial aid applications for linking an
award and PLUS MPN
! Included MPN Status Code returned on the II – 1 – 123
Award Response for an accepted award where a
valid PLUS MPN is not on file at COD
! Added scenario and course of action for a II – 1 – 123
situation in which an accepted award and valid
PLUS MPN do not link due to different identifier
information on the award and MPN
! Added example of a PLUS MPN and award that II – 1 – 124
do not link due to a discrepancy between the
identifier information (i.e. first names) contained
on the PLUS MPN and the award
Volume II, Section 1 – Full Updated the business rules for Generating an Expiration II – 1 – 127
Participant Implementation Date for an MPN section to indicate that the MPN
Guide expiration date and the date the MPN was received by
COD are viewable on the COD web site
Volume II, Section 1 – Full Updated the business rules for Updating and Adjusting
Participant Implementation Pell Grant Disbursement Amounts and Dates section re:
Guide ! Previous Sequence Number can be used to II – 1 – 147
determine the next Disbursement Sequence
Number
! Schools should not submit upward adjustments to II – 1 – 147
a Disbursement Amount if additional funds are

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Updates to COD Technical Reference

Section Change(s) Made Page(s)
disbursed after the Disbursement Date
Volume II, Section 1 – Full Updated Pell Potential Overaward Process (POP)
Participant Implementation business rules re:
Guide ! Added POP indicators on Disbursement Response II – 1 – 155
document
! Added note about where to find more II – 1 – 155
information on the Multiple Reporting Record
! Revised business rule and added corresponding II – 1 – 155
note about the Pell POP Report
! Added Post-Deadline Processing (Extended II – 1 – 156
Processing) and POP section with business rules
discussing the POP process after the award year
processing end date
Volume II, Section 1 – Full Updated Pell Close-out and Post-Deadline Processing II – 1 – 158
Participant Implementation sections to include close-out and post-deadline dates for
Guide the 2004-2005 award year
Volume II, Section 1 – Full Updated business rules for Establishing Campus-Based II – 1 – 159
Participant Implementation Award Information section to indicate that Campus-
Guide Based information will not be used to pre-populate the
FISAP
Volume II, Section 1 – Full Updated the User Readiness Checklist re:
Participant Implementation ! Schools can verify School Funding Method and II – 1 – 165
Guide Reporting, Attending, and Funding School
Relationships via the COD web site
! Schools should access the COD web site for COD II – 1 – 166
processing updates and answers to frequently
asked questions. Schools should also access the
web site to verify that their contact information is
accurate
Volume II, Section 2 – Full Updated the Pell Grant Full Participant Report Message II – 2 – 7
Participant Message Classes Classes table to include multiple format options for the
Pell SSN/Name/Date of Birth Change Report
Volume II, Section 3 – Common Updated the Direct Loan Full Participant Report Message II – 2 – 10
Record Layout Classes table to include the correct Destination Mailbox
number for the following reports:
! Entrance Counseling Results (Comma-Delimited)
! Entrance Counseling Results (Fixed-Length)
! Entrance Counseling Results (Pre-formatted)
! Exit Counseling Results (Comma-Delimited)
! Exit Counseling Results (Fixed-Length)
! Exit Counseling Results (Pre-formatted)
Volume II, Section 3 – Common Updated the valid values for the II – 3 – 14

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February 2004

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Updates to COD Technical Reference

Section Change(s) Made Page(s)
Record Layout <AddressForeignIndicator> field. If the field is set to true,
the <AddressCountryCode> field must contain a valid
country code
Volume II, Section 3 – Common Updated the valid values for the <AddressCountryCode> II – 3 – 16
Record Layout field. If the field contains a valid country code, the
<AddressForeignIndicator> field must be set to true
Volume II, Section 3 – Common Updated the valid values for the <FinancialAwardID> II – 3 – 23
Record Layout field. Incorporated note indicating that valid values must
be uppercase
Volume II, Section 3 – Common Updated Format and Valid Field Values for the II – 3 – 36
Record Layout <MPNStatusCode> field. The valid value ‘R’ejected
indicates a rejected MPN or that a valid MPN is not on
file at COD
Volume III – Pell Grant Phase-In Participant Technical Reference
Volume III, Section 2 – Pell Updated the Pell Grant Phase-In Participant Message III – 2 – 2
Grant Phase-In Participant Class table to include multiple format options for the Pell
Message Classes SSN/Name/Date of Birth Change Report
Volume III, Section 4 – Pell Updated Disbursement Edit 331 Condition and Action to III – 4 – 32
Grant Phase-In Participant Editindicate that the following fields will not be used to
Codes and Descriptions determine a duplicate record for the 2004-2005 award
year and forward:
! Academic Calendar Code
! Payment Methodology Code
! Weeks of Instructional Time in Program’s
Definition of Academic Year
! Weeks of Instructional Time Used to Calculate
Payment
! Credit/Clock Hours Used to Calculate Payment
! Credit/Clock hours in Program’s Definition of
Academic Year
Volume IV – Direct Loan Phase-In Participant Technical Reference
Volume IV, Section 1 – Direct Updated the Automatic Recalculation of Anticipated IV – 1 – 3
Loan Phase-In Participant Disbursements section business rules to indicate that
Implementation Guide anticipated disbursements will only be recalculated when
a new Award Amount is less than the sum of the
anticipated disbursements and when the sum of the
actual disbursements is equal to $0
Volume IV, Section 1 – Direct Added PLUS Borrower SSN Edit 85 section. Schools IV – 1 – 5
Loan Phase-In Participant attempting to change the SSN of a PLUS Borrower with
Implementation Guide an accepted award and valid credit check will receive
Phase-In Participant reject edit 85
Volume IV, Section 2 – Direct Updated the Direct Loan Phase-In Participant Report IV – 2 – 3

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Updates to COD Technical Reference

Section Change(s) Made Page(s)
Loan Phase-In Participant Message Classes table to include the correct Destination
Message Classes Mailbox number for the following reports:
! Entrance Counseling Results (Comma-Delimited)
! Entrance Counseling Results (Fixed-Length)
! Entrance Counseling Results (Pre-formatted)
! Exit Counseling Results (Comma-Delimited)
! Exit Counseling Results (Fixed-Length)
! Exit Counseling Results (Pre-formatted)
Volume IV, Section 3 – Direct Updated the Valid Field Content for the Loan Identifier
Loan Fixed-Length Record field in the following locations:
Layouts ! Full Loan Origination, field number 1, positions 1- IV – 3 – 7
21
! Full Loan Origination Acknowledgement, field IV – 3 – 28
number 3, positions 32-52
! PLUS Credit Decision Override IV – 3 – 31
Acknowledgement, field number 2, positions 9-29
! Loan Origination Change Export and IV – 3 – 33
Acknowledgement, field number 1, positions 1-21
! MPN Acknowledgement, field number 3, IV – 3 – 63
positions 32-52
! Disbursement Export and Acknowledgement, IV – 3 – 65
field number 1, positions 1-21
Incorporated note indicating that valid values must be
uppercase
Volume IV, Section 3 – Direct Updated the MPN Acknowledgement Record Valid Field IV – 3 – 63
Loan Fixed-Length Record Content for field number 4, position 53-53, MPN Status.
Layouts The valid field content ‘R’ejected indicates that a MPN
has been rejected or that a valid MPN is not on file at
COD
Volume IV, Section 4 – Direct Added description of Phase-In Participant reject edit code IV – 4 – 8
Loan Phase-In Participant Edit 85. The COD System will reject a SSN change to a PLUS
Codes and Descriptions Borrower because a credit check has not been performed
on the new SSN
Volume V – Direct Loan and Pell Grant Combination System Supplement
Volume V – Table of Contents Updated the Table of Contents V – ii
! Updated page numbers under section 3
! Updated third entry under section 3, Direct Loan
Combination Layouts. Changed “Export” to
“External”
! Updated the second entry under section 4.
Removed “Full Participant” from title
Volume V, Section 1 – Updated global references throughout

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February 2004

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Updates to COD Technical Reference

Section Change(s) Made Page(s)
Implementation Guide ! Changed “full participant” to “Full Participant”
! Change “a MPN” to “an MPN”
Volume V, Section 1 – Updated Pell Only Processing V – 1 – 11
Implementation Guide ! Updated second sentence under the first bullet for
clarification
Volume V, Section 1 – Updated Direct Loan Only Processing V – 1 – 12
Implementation Guide ! Updated the first bullet for clarification
! Updated field name in fourth bullet from
“Action” to “Action Date”
Volume V, Section 1 – Updated Pell POP Report V – 1 – 17
Implementation Guide ! Updated note to reference the correct COD
Technical Reference volume
Volume V, Section 1 – Updated Pell Verification Status Report V – 1 – 18
Implementation Guide ! Updated the first paragraph for clarification
! Updated note to reference the correct COD
Technical Reference Volume
Volume V, Section 1 – Updated Multi-Year MPN feature V – 1 – 21
Implementation Guide ! Updated the hyperlink for the Direct Loan School
Guide
Volume V, Section 1 – Updated Determining the MPN Status for V – 1 – 22
Implementation Guide Subsidized/Unsubsidized Loans When Using the Multi-
Year MPN Feature
! Added “A: Active” in the key for ISIR MPN
Indicator
Volume V, Section 1 – Updated Single Loan MPN Feature V – 1 – 23
Implementation Guide ! Added “eligible” to first paragraph, first sentence
Volume V, Section 1 – Updated first and second paragraphs of the Plus Credit V – 1 – 25
Implementation Guide Decision Status section for clarity
Volume V, Section 1 – Updated second paragraph of the Generating Disclosure V – 1 – 25
Implementation Guide Statements section for clarity
Volume V, Section 1 – Updated System Options V – 1 – 26
Implementation Guide ! Updated the first row of the table to include
“Loan” information
Volume V, Section 1 – Updated Disbursement Add/Change Record V – 1 – 38
Implementation Guide ! Changed “origination” to “disbursement in the
first paragraph, second sentence
Volume V, Section 1 – Updated Include Records in Next Document Submission V – 1 – 38
Implementation Guide ! Deleted last sentence in the fourth paragraph
Volume V, Section 1 – Updated Disbursement Action Types V – 1 – 43
Implementation Guide ! Added the word “Enter” to the beginning of the
last row of the table
Volume V, Section 1 – Modified Scenario C of the Inactive Loan Process section V – 1 – 45

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Updates to COD Technical Reference

Section Change(s) Made Page(s)
Implementation Guide
Volume V, Section 3 – Updated the Table of Contents V–3–1
Combination Record Layouts ! Updated title for the third entry under Direct
Loan Combination Layouts. Changed “Export” to
“External”
Volume V, Section 3 – Updated the Pell Grant External Origination V–3–2
Combination Record Layouts Add/Change Record
! Updated the Origination ID field to allow blanks
for the Name Code
Volume V, Section 3 – Updated Pell Grant External Origination Add/Change V–3–4
Combination Record Layouts Record layout
! Added e-mail field (student email address) to
positions 72 to 121. Decreased the length of the
following filler field by 50 bytes
Volume V, Section 3 – Updated Direct Loan External Import Loan Origination V – 3 – 23
Combination Record Layouts Add File record layout
! Updated the start position on field 43 from 311 to
312
Volume V, Section 3 – Updated Direct Loan External Import Loan Origination V – 3 – 25
Combination Record Layouts Add File record layout
! Updated the start position on field 52 from 412 to
411
Volume V, Section 3 – Updated Direct Loan External Import Loan Origination V – 3 – 26
Combination Record Layouts Add File record layout
! Updated Valid Field Content for field 55 from
"Can be blank" to "Must be blank unless the MPN
Status is "S""
Volume V, Section 3 – Updated the Direct Loan, Origination External Import V – 3 – 37
Combination Record Layouts Change Field Numbers Sorted by Field Name
Alphabetically table
! Removed the DL Change Number 009 (Action
Date) year range and changed format to
MMDDCCYY
Volume V, Section 3 – Updated the Direct Loan, Origination External Import V – 3 – 46
Combination Record Layouts Change Field Numbers Sorted by DL Change Number
table
! Removed the DL Change Number 009 (Action
Date) year range and changed format to
MMDDCCYY
Volume V, Section 3 – Updated Direct Loan External Export layout V – 3 - 77
Combination Record Layouts ! Removed the Action Date year range and changed
format to MMDDCCYY

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February 2004

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Updates to COD Technical Reference

Section Change(s) Made Page(s)
Volume V, Section 4 – Updated the Table of Contents V–4–1
Combination System Edits ! Updated the first entry. Removed “Full
Participant” from title
Volume V, Section 4 – Updated title by removing “Full Participant” V–4–2
Combination System Edits
Volume V, Section 4 – Updated Direct Loan EDExpress Edits V – 4 – 28
Combination System Edits ! Updated the first condition for edit 3050 to read:
“If Actual Disbursement Type of D is being
created”

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Updates to COD Technical Reference

Section Change(s) Made Page(s)
Volume VI – Direct Loan Tools
Volume VII – School Testing Guides
Volume VII, Section 1 – School Updated definitions for the following fields contained in VII – 1 – 20
Testing Guide the School Testing Sign-up Document fields and
definitions table:
! Reporting School
! Attending School
Volume VII, Section 1 – School Removed the Campus-Based school testing option from VII – 1 – 21
Testing Guide the COD School Testing 2004-2005 Signup Document.
Campus-Based functionality will be implemented after
the completion of school testing
Volume VII, Section 2 – Full Updated Pell dollar amounts in the following locations
Participant Test Cases throughout the document to conform to the 2004-2005
Pell Payment Schedule:
! Test Loan Profiles, case numbers 8 and 9 VII – 2 – 9
! First Submission Cycle school steps table, case VII – 2 – 33
numbers 8 and 9
Volume VII, Section 2 – Full Removed note referencing the 2003-2004 prior award
Participant Test Cases year Pell Payment schedule in the following locations
throughout the document:
! Test Loan Profiles VII – 2 – 9
! Setting System Defaults VII – 2 – 12
Volume VII, Section 2 – Full Removed the Campus-Based school testing option in the
Participant Test Cases following locations throughout the document:
! Test Loan Profiles, case number 10 VII – 2 – 9
! Student Profile Matrix, student number 10 VII – 2 – 11
! First Submission Cycle, student and case number VII – 2 – 13
10
! First Submission Cycle school steps table, case VII – 2 – 40
number 10
! Second Submission Cycle, school steps table, step VII – 2 – 41
0
Campus-Based functionality will not be implemented
until after the completion of school testing
Volume VII, Section 3 – Phase- Removed note referencing the 2003-2004 prior award
In Participant Test Cases year Pell Payment schedule in the following locations
throughout the document:
! Test Loan Profiles VII – 3 – 8
! Setting System Defaults VII – 3 – 10
Volume VIII – Appendices
Volume VIII – Table of Updated TOC for Section 8 to reflect changes VIII – iii
Contents

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Section Change(s) Made Page(s)
Volume VIII, Section 2 – Updated the naming convention of the Advance Pay VIII – 2 – 2
Funding Methods Funding Delivery Method to the Advanced Funded
Delivery Method
Volume VIII, Section 2 – Updated Just-In-Time, CM1, and CM2 funding control VIII – 2 – 4
Funding Methods business rules and Direct Loan Processing Options and
Funding Controls table. Direct Loan schools may receive
an initial CFL prior to submitting actual disbursements
Volume VIII, Section 4 – State, Added note in the Full Participant VIII – 4 – 3
Jurisdiction, and Country state/jurisdiction/country code section to indicate that
Codes ‘FC’ is not a valid value for Full Participants and should
not be placed in the state/jurisdiction/country code
fields. Note also instructs users to contact COD School
Relations if a country or jurisdiction is not listed
Volume VIII, Section 6- School Deleted Number of Future Days to Display VIII – 6 – 4
Options Disbursements section. This option is not current
functionality of the COD System
Volume VIII, Section 6 – School Updated Full and Standard Response business rules to VIII – 6 – 5
Options include note concerning response options for EDExpress
users. EDExpress users can only receive a Full Response
Volume VIII, Section 8 – COD Updated TOC to reflect changes VIII – 8 – 1
Reports
Volume VIII, Section 8 – COD Revised Pell Grant Reports table to include enhanced VIII – 8 – 3
Reports sort, delivery, frequency, and format options
Volume VIII, Section 8 – COD Updated Pell Data Request Acknowledgement record VIII – 8 – 11
Reports layout, field positions 108 – 115, Student’s Date of Birth,
valid values to indicate 0 as valid value. Updated
processing notes to clarify circumstances in which 0 is a
valid value
Volume VIII, Section 8 – COD Updated Year-to-Date Origination record layout with
Reports Full Participant and Phase-In Participant valid values for
the 2004-2005 award year for the following fields:
! Accepted Academic Calendar VIII – 8 – 32
! Accepted Payment Methodology VIII – 8 – 33
! Accepted Weeks of Instructional Time Used to VIII – 8 – 35
Calculate Payment
! Accepted Weeks of inst. time in Program's VIII – 8 – 36
Definition of Academic Year
! Accepted Cr/Clock Hrs in Award Year VIII – 8 – 37
! Accepted Cr/Clock Hours in this student’s VIII – 8 – 38
Program of Study’s Academic Year
Volume VIII, Section 8 – COD Updated Year-to-Date Disbursement record layout, field VIII – 8 – 41
Reports position 2-24, Origination ID, valid values to indicated

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Section Change(s) Made Page(s)
Blank as valid value for Full Participants
Volume VIII, Section 8 – COD Corrected typo in the length of bytes for the unused VIII – 8 – 46
Reports portion of the Disbursement Year-to-Date Record layout,
positions 207-350
Volume VIII, Section 8 – COD Updated Pell SSN/Name/Date of Birth Report business
Reports rules re:
! The report is not available in pipe delimited VIII – 8 – 51
format via SAIG or PDF format via the web
! Added the message class for the comma delimited VIII – 8 – 51
via SAIG format of the report
Volume VIII, Section 8 – COD Updated field name, description, and valid values for VIII – 8 – 53
Reports field positions 46-50 of the ESOA Summary Record
Layout. This field is unused and reserved for FSA use.
The valid values are constant zeroes
Volume VIII, Section 8 – COD Updated Pell Pending Disbursement List Report business
Reports rules re:
! The preformatted text file is the default format of VIII – 8 – 60
the report
! Updated values in the report example for the VIII – 8 – 61
2004-2005 award year
Volume VIII, Section 8 – COD Updated Pell Funded Disbursement List Report business
Reports rules re:
! The preformatted text file is the default format of VIII – 8 – 62
the report
! The report is not available in pipe-delimited VIII – 8 – 62
format via SAIG
! Updated values in the report example for the VIII – 8 – 63
2004-2005 award year
Volume VIII, Section 8 – COD Corrected typos in the CPS Highest Transaction Number VIII – 8 – 65
Reports values contained within the example Pell Verification
Status Report
Volume VIII, Section 8 – COD Revised Direct Loan Reports table to include enhanced VIII – 8 – 74
Reports sort, delivery, frequency, and format options
Volume VIII, Section 8 – COD Updated business rules for the SAS Report re:
Reports ! The pipe delimited format of the report is not VIII – 8 – 76
available with headings
! Combined business rules of the Include Names of VIII – 8 – 76
Borrowers option section for clarity
! Schools will receive the Monthly Cash Detail VIII – 8 – 76
when the monthly option is selected
! Schools will receive the Year-to-Date Cash Detail VIII – 8 – 77
when the year-to-date option is selected

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Section Change(s) Made Page(s)
! School will receive both the Monthly and the VIII – 8 – 77
Year-to-Date Cash Detail when both options are
selected
Volume VIII, Section 8 – COD Updated the SAS Fixed Length Record Layout in Section
Reports I and II Year-To-Date and Monthly Cash Summary to
include new field names for the following fields:
! Field number 14, positions 108-118, Net Booked VIII – 8 – 81
Adjustments, field name changed to Booked
Adjustments
! Field number 15, positions 119-129, Total Booked VIII – 8 – 81
Loan Detail, field name changed to Total Net
Booked Disbursements
! Field number 18, positions 152-162, Net VIII – 8 – 82
Unbooked Adjustments, field name changed to
Unbooked Adjustments
Volume VIII, Section 8 – COD Updated field number 20, Student’s Middle Initial, of the VIII – 8 – 93
Reports Loan Level, Loan Detail section of the SAS Fixed Length
Record Layout to specify that this field applies to PLUS
awards only
Volume VIII, Section 8 – COD Updated the valid field content for the Comma-Delimited VIII – 8 – 98
Reports Optional Header Information for the Year-to-Date and
Monthly Cash Summary section. The valid field content
for the Report Name field is School Account Statement
Cash Summary
Volume VIII, Section 8 – COD Updated the SAS Comma Delimited Record Layout in
Reports Optional Column Headings Year-To-Date and Monthly
Cash Summary to include new column headings for the
following columns:
! Column N, Net Booked Adjustments, column VIII – 8 – 99
heading changed to Booked Adjustments
! Column O, Total Booked Loan Detail, column VIII – 8 – 99
heading changed to Total Net Booked
Disbursements
! Column R, Net Unbooked Adjustments, column VIII – 8 – 99
heading changed to Unbooked Adjustments
Volume VIII, Section 8 – COD Updated the SAS Comma Delimited Record Layout in
Reports Detail Year-To-Date and Monthly Cash Summary to
include new field names for the following fields:
! Field number 14, Net Booked Adjustments, field VIII – 8– 104
name changed to Booked Adjustments
! Field number 15, Total Booked Loan Detail, field VIII – 8– 104
name changed to Total Net Booked

February 2004 (2004-2005) COD Technical Reference Page 14 of 16

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

Change Tracking Log

Updates to COD Technical Reference

Section Change(s) Made Page(s)
Disbursements
! Field number 20, Adjusted Ending Cash Balance, VIII – 8– 106
field name changed to Cash>Accepted and Posted
Disbursements
Volume VIII, Section 8 – COD Updated the valid field content for the Comma-Delimited VIII –8 – 107
Reports Optional Header Information for the Year-to-Date and
Monthly Disbursement Summary by Loan Type section.
The valid field content for the Report Name field is
School Account Statement Disbursement Summary by
Loan Type
Volume VIII, Section 8 – COD Updated the valid field content for the Comma-Delimited VIII –8 – 114
Reports Optional Header Information for Cash Detail section. The
valid field content for the Report Name field is School
Account Statement Cash Detail
Volume VIII, Section 8 – COD Updated the field description for line number 10, VIII –8 – 126
Reports Disbursement Booked Date in the SAS Comma-Delimited
Detail Record layout. Disbursement Booked Date is the
date the individual disbursement activity booked at COD
Volume VIII, Section 8 – COD Updated Direct Loan Pending Disbursement List Report
Reports section re:
! The report is not offered in the pipe delimited VIII – 8– 129
format via the web
! The report does not contain MPN linking VIII – 8– 129
information
! Added preformatted text example of the report VIII – 8– 130
Volume VIII, Section 8 – COD Updated Direct Loan Funded Disbursement List Report
Reports re:
! Updated business rules to indicate that only VIII – 8– 131
Pushed Cash schools can receive the report via
their SAIG mailbox
! Added preformatted example of report VIII – 8– 132
Volume VIII, Section 8 – COD Added preformatted text example of the 30 Day Warning VIII – 8– 135
Reports report
Volume VIII, Section 8 – COD Added preformatted text example of the Inactive Loans VIII – 8– 136
Reports report
Volume VIII, Section 8 – COD Added preformatted text example of the Duplicate VIII – 8– 138
Reports Student Borrower report
Volume VIII, Section 8 – COD Added preformatted text example of the VIII – 8– 141
Reports SSN/Name/DOB Change report
Volume VIII, Section 8 – COD Updated the Direct Loan Rebuild Origination Detail VIII – 8 –190
Reports Record Valid Field Content for field number 153, position
1037-1037, MPN Status Code. The valid field content

February 2004 (2004-2005) COD Technical Reference Page 15 of 16

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

Change Tracking Log

Updates to COD Technical Reference

Section Change(s) Made Page(s)
‘R’ejected indicates that a MPN has been rejected or that a
valid MPN is not on file at COD

February 2004 (2004-2005) COD Technical Reference Page 16 of 16

February Change Tracking Log