2002 – 2003 COD Technical Reference Version 3.

3 March 2002 Change Tracking Log Section
Table of Contents Document Standards Overview of Changes Overview The Common Record COD Process Implementation Guide Implementation Guide Implementation Guide Implementation Guide Implementation Guide Implementation Guide Implementation Guide Implementation Guide Implementation Guide Implementation Guide Implementation Guide Implementation Guide Implementation Guide Implementation Guide Implementation Guide Implementation Guide Implementation Guide Implementation Guide Implementation Guide Implementation Guide

Updates to COD Technical Reference Change(s) Made
Updated to reflect new page numbers. References to SFA updated to FSA. References to SFA updated to FSA. References to SFA updated to FSA. References to SFA updated to FSA. References to SFA updated to FSA. References to SFA updated to FSA. Updated Table of Contents to reflect new page numbers and sections. Updated User ID Setup section. Added School Processing Options section. Removed Empty Fields sections. Content has been combine with the Empty, Blank and Nillable Fields section. Updated the Empty, Blank, and Nillable Fields section. Updated the Dollar Amount Fields section. Updated the Percentage Amount Fields section. Added Integer Fields section. Added String Fields section. Added Boolean Fields section. Updated Document Submission section. Updated Document Validation section. Updated Sequence of Data Elements Required for Processing section. Updated Minimum Data Elements Required for Document Processing section. Updated Document ID Required for Document Submission section. Updated Duplicate Document IDs section. Updated Documents Submitted Must Contain at Least One Detailed Record section. Updated Student Identifier section. Updated Changing Student Identifier Information section.

March 2002 (2002-2003) Version 3.3

COD Technical Reference COD Technical Reference Document for Full Participants

Change Tracking Log 1

Section
Implementation Guide Implementation Guide Implementation Guide Implementation Guide Implementation Guide Implementation Guide Implementation Guide Implementation Guide Implementation Guide Implementation Guide

Updates to COD Technical Reference Change(s) Made
Added Updating Phone Numbers section. Updated Data Elements Matched Against CPS section. Updated Response Documents section. Updated Response Indicator section. Updated Utilizing Loan Key for Subsidized and Unsubsidized Direct Loans section. Submitting Direct Loan Disbursement Information and Payment Trigger section. Updated Updating and Adjusting Direct Loan Disbursement Amounts and Dates section. Updated the Multi-Year MPN Feature section. Updated Direct Loan Report Options section. Renamed Updating and Adjusting Pell Grant Disbursement Amounts and Dates section to Changing Pell Grant Disbursement Amounts and Dates section. Updated Changing Pell Grant Disbursement Amounts and Dates section. Updated Reporting Verification Status Code section. Added Concurrent Enrollment section. Added Potential Overaward Process section. Added Pell Grant Report Options section. Added Data Request Response section. Added Electronic Statement of Account (ESOA) section. Added Multiple Reporting Record (MRR) section. Added Reconciliation Report section. Added Year-to-Date Record section. Added SSN/Name/Date of Birth Change Report section. Updated User Readiness Checklist section. References to SFA updated to FSA. Updated the dates and sign-up deadlines for each testing phase. References to SFA updated to FSA. References to SFA updated to FSA. References to SFA updated to FSA. References to SFA updated to FSA. COD Technical Reference COD Technical Reference Document for Full Participants Change Tracking Log 2

Implementation Guide Implementation Guide Implementation Guide Implementation Guide Implementation Guide Implementation Guide Implementation Guide Implementation Guide Implementation Guide Implementation Guide Implementation Guide Implementation Guide School Testing Guide School Testing Guide Phase-In Participant Test Cases Guide Full Participant Test Cases Guide Appendix A – XML Resources Appendix B – XML Schema March 2002 (2002-2003) Version 3.3

Section

Updates to COD Technical Reference Change(s) Made
Removed S, Establish Student column from Element Requirements for Various Business Processes. COD cannot establish a student without award information. Removed version 3.2 field #6, <Lender>, <Guarantor>, <School>, <ThirdPartyServicer>, <COD>, <Other>. These tags will never appear alone in the Common Record, but rather as an attribute to a Complex Element. Added <COD EntityId= “”> to COD Data Field description on version 3.2 field #7. Changed Field Type on version 3.2 field #7 <Lender Entity ID= “”>, <Guarantor Entity ID= “”>, <School Entity ID= “”>, <ThirdPartyServicer Entity ID= “”>, <COD Entity ID= “”>, <Other Entity ID= “”>. Removed version 3.2 field #8, <Software>. This tag will never appear alone in the Common Record, but rather as an attribute to a Complex Element. Changed Field Type on version 3.2 field #9 <Software Provider= “”>. Changed Maximum Length on version 3.2 field #10 <Software Version= “”>. Removed version 3.2 field #12, <ReportingSchl>. This tag will never appear alone in the Common Record, but rather as an attribute to a Complex Element. Changed Field Type on version 3.2 field #13 <ReportingSchl Entity ID= “”>. Added note to Format and Valid Field Values on version 3.2 field #15 <AwardType>. <CWC> is not applicable and should not be reported. Updated COD Data Field description on version 3.2 field #19 <TotDisbAmtRep>. Changed Element Requirements for P, DS, DU, DP, CB business processes on version 3.2 field #19 <TotDisbAmtRep>. Removed version 3.2 field #20, <AttendingSchl>. This tag will never appear alone in the Common Record, but rather as an attribute to a Complex Element. Changed Field Type on version 3.2 field #21 <AttendingSchl Entity ID= “”>. Updated tag from <DLState> to <State> on version 3.2 field #26. Updated tag from <DLNum> to <Number> on version 3.2 field #27. Changed Element Requirements for DS, DU, DP business processes on version 3.2 field #34, <Foreign>.

Appendix C – Common Record Layout

Appendix C – Common Record Layout

Appendix C – Common Record Layout Appendix C – Common Record Layout

Appendix C – Common Record Layout

Appendix C – Common Record Layout Appendix C – Common Record Layout Appendix C – Common Record Layout

Appendix C – Common Record Layout Appendix C – Common Record Layout Appendix C – Common Record Layout Appendix C – Common Record Layout Appendix C – Common Record Layout

Appendix C – Common Record Layout Appendix C – Common Record Layout Appendix C – Common Record Layout Appendix C – Common Record Layout

March 2002 (2002-2003) Version 3.3

COD Technical Reference COD Technical Reference Document for Full Participants

Change Tracking Log 3

Section

Updates to COD Technical Reference Change(s) Made
Changed Element Requirements for DS, DU, DP business processes on version 3.2 field #34, <Temp>. Updated Format and Valid Field Values on version 3.2 field #38, <StateProv>. Changed Data Type on version 3.2 field #39, <PostalCd>. Updated COD Data Field description on version 3.2 field #42, <PhoneNum>. Updated COD Data Field description on version 3.2 field #46, <CitznStatusInd>. Removed version 3.2 field #47, <DLLoanInfo>. This tag will never appear alone in the Common Record, but rather as an attribute to a Complex Element. Changed Max Length on version 3.2 field #48, <DLLoanInfo LoanKey =””>. Changed Field Type on version 3.2 field #48, <DLLoanInfo LoanKey =””>. Updated COD Data Field description on version 3.2 field # 56, <AcYrBeginDt>. Updated COD Data Field description on version 3.2 field # 60, <CPSTransNum>. Changed Element Requirements for DP business processes on version 3.2 field #60, <CPSTransNum>. Changed Max Length on version 3.2 field #66, <LoanKey =””>. Changed Tag on version 3.2 field #68, <LDefOver Applies To= “”>. Changed Tag on version 3.2 field #68, <LDefOver Value To= “”>. Changed Element Requirements for DS and DU business processes on version 3.2 field #73, <AwdAmtReq>. Updated Format and Valid Field Values on version 3.2 field #82, <LowTuitFeesInd>. Changed Element Requirements for P business processes on version 3.2 field #84, <VerifStatCd>. Removed version 3.2 field #87, <Disbursement>. This tag will never appear alone in the Common Record, but rather as an attribute to a Complex Element. Changed Field Type on version 3.2 field #88, <Disbursement Number =””>. Updated COD Data Field description on version 3.2 field # 89, <DisbAmt>. Change Tracking Log 4

Appendix C – Common Record Layout Appendix C – Common Record Layout Appendix C – Common Record Layout Appendix C – Common Record Layout Appendix C – Common Record Layout Appendix C – Common Record Layout

Appendix C – Common Record Layout Appendix C – Common Record Layout Appendix C – Common Record Layout Appendix C – Common Record Layout Appendix C – Common Record Layout Appendix C – Common Record Layout Appendix C – Common Record Layout Appendix C – Common Record Layout Appendix C – Common Record Layout Appendix C – Common Record Layout Appendix C – Common Record Layout Appendix C – Common Record Layout

Appendix C – Common Record Layout Appendix C – Common Record Layout

March 2002 (2002-2003) Version 3.3

COD Technical Reference COD Technical Reference Document for Full Participants

Section

Updates to COD Technical Reference Change(s) Made
Updated Format and Valid Field Values on version 3.2 field #90, <DisbDt>. Updated Format and Valid Field Values on version 3.2 field #91, <PmtTriggerFlg>. Updated Format and Valid Field Values on version 3.2 field #93, <FirstDisbFlg>. Updated Format and Valid Field Values on version 3.2 field #98, <PmtPeriodStartDt>. Updated COD Data Field description on version 3.2 field # 123, <TotAmtAcc>. Updated COD Data Field description on version 3.2 field #124, <TotAmtCorr>. Updated Max Length on version 3.2 field #125, <Receipt>. Renumbered all field numbers based on deleted fields. Added <ReportedValue> version 3.3 field #135. References to SFA updated to FSA. References to SFA updated to FSA. Removed edit 992 - Field cannot be modified. Added Edit 105 R - Only one common record document can be submitted per pair of SAIG Transmission Batch Header and Trailer. References to SFA updated to FSA. Deleted column COD Error Code & Message for Legacy Record Only. References to SFA updated to FSA. Deleted column COD Error Code & Message for Legacy Record Only. References to SFA updated to FSA. Added copies of preformatted reports. References to SFA updated to FSA. References to SFA updated to FSA.

Appendix C – Common Record Layout Appendix C – Common Record Layout Appendix C – Common Record Layout Appendix C – Common Record Layout Appendix C – Common Record Layout Appendix C – Common Record Layout Appendix C – Common Record Layout Appendix C – Common Record Layout Appendix C – Common Record Layout Appendix D – Common Record Crosswalk Appendix E – Edit Comment Codes and Descriptions Appendix E – Edit Comment Codes and Descriptions Appendix E – Edit Comment Codes and Descriptions Appendix F – Direct Loan Edit Conversion Table Appendix F – Direct Loan Edit Conversion Table Appendix G – Pell Grant Conversion Table Appendix G – Pell Grant Conversion Table Appendix H – Pell Grant Calculation Table Appendix I – COD Reports Appendix J – Common Record Physical Record Layout Appendix K – Rules of Behavior

March 2002 (2002-2003) Version 3.3

COD Technical Reference COD Technical Reference Document for Full Participants

Change Tracking Log 5

Section

Updates to COD Technical Reference Change(s) Made
References to SFA updated to FSA. Added Print Specifications for the Electronic Statement of Account (ESOA). References to SFA updated to FSA. Added table of state, country, and jurisdiction codes. References to SFA updated to FSA. Previously titled Appendix N – Glossary. Renamed Appendix O – Glossary.

Appendix L – Print Specifications Appendix L – Print Specifications Appendix M – COD Message Class Table Appendix N – State. Country, and Jurisdiction Codes Appendix O - Glossary Appendix O - Glossary

March 2002 (2002-2003) Version 3.3

COD Technical Reference COD Technical Reference Document for Full Participants

Change Tracking Log 6