Common Origination Disbursement Pell Grant Processing Presented by

Common Origination & Disbursement Pell Grant Processing Presented by: Rhonda S. Allen, Product Manager 9: 15 – 10: 15 am Wednesday, April 6, 2005

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Agenda § Common Origination and Disbursement 2004 -2005 to 2005 -2006 § 2005 -2006 Pell Processes § 2005 -2006 Pell Forms

COD 2004 -2005 to 2005 -2006 § Looking back at 2004 -2005 § All schools were COD Full Participants in 2004 -2005 § New technology used § Import and Extract XML conversion and schema validation § Improved performance § Learning curve of all involved § COD § Sun. Gard SCT § Schools

COD 2004 -2005 to 2005 -2006 § Looking forward to 2005 -2006 § COD Schema is not changing for 2005 -2006 § COD Schema Version 2. 0 d § SCT Banner® support provided in both 6. x and 7. x § Enhancements including nine RPEs – five related to Pell § Testing directly with the Department § Structured testing § Unstructured testing

COD 2004 -2005 to 2005 -2006 continued § COD web updates to student and/or parent data are not supported § COD Daily Updates on the COD website – www. cod. ed. gov § 2005 -2006 COD Technical Reference § 2005 -2006 COD Handbook

2005 -2006 Pell Processes § REREX 06 – 2005 -2006 COD Extract Process § One extract process for Direct Loan and Pell § Originations § Disbursements § Changes § Message classes: § CRDL 06 IN – DL Program Common Record § CRPG 06 IN – Pell Program Common Record § CRAA 06 IN – Multi-Program Common Record

2005 -2006 Pell Processes § REREX 06 – 2005 -2006 COD Extract Process (cont. ) § Parameter options include: § Extract only DL records, only Pell records, or both § Override Source, Reporting or Attending School Entity (Routing) IDs § Resend a particular Document ID § Updated resend parameter logic § Use Population Selection § Use Print Parameter to print RERIMEX report

2005 -2006 Pell Processes § REREX 06 – 2005 -2006 COD Extract Process (cont. ) § Additional Changes: § RPE 40093 – extract file name stored and displayed § RPE 43136 – new document id for resent document stored and displayed § RPE 39771 – translation of state and nation codes to valid COD codes

2005 -2006 Pell Processes § RERIM 06 – 2005 -2006 COD File Import Process § One Import process for Direct Loan and Pell § § Origination Responses Disbursement Responses Change Responses System-Generated Files

2005 -2006 Pell Processes § RERIM 06 – 2005 -2006 COD File Import Process (cont. ) § Imports the following Pell records: § § CRRC 06 OP – Receipt Record CRPG 06 OP – Pell Program Response Record CRAA 06 OP – Multi-Program Response Record System-Generated Records – Document Type: § CRND 06 OP – Pell Negative Disbursement Records § Web response files are not supported

2005 -2006 Pell Processes § RERIM 06 – 2005 -2006 COD File Import Process (cont. ) § Response Edit Fields and Values imported § <Response. Error. Field> § <Response. Error. Value> (pell only) § Use of print parameter to print RERIMEX report § B = Both the Import and Extract Report § I = Import Report § N = No Report

2005 -2006 Pell Processes § RERIM 06 – 2005 -2006 COD File Import Process (cont. ) § Additional Changes: § RPE 41905 – Control summary printed to lis file

2005 -2006 Pell Processes § RERIMEX – COD Import/Extract Report Process § Options to determine which Document ID(s) to report § Extract Report: Extracted Documents without a Response § Import Report: Documents with a Response including System -Generated Documents § Select by: § Document ID § Extract Date range § Response Date range § New fields printed on report § Response Edit Field § Response Edit Values (pell only) § Use of REREX 06 and RERIM 06 print parameters

2005 -2006 Pell Processes § RERIMEX – COD Import/Extract Report Process (cont. ) § Pell Report Sections: § § Pell Originations Pell Disbursements Identifier Changes Negative Disbursement Records

2005 -2006 Pell Processes § RERPL 06 – 2005 -2006 Pell Origination Creation/Data Request Process § Create Pell Origination Records § Extract Pell Data Request Records – PGRQ 06 IN § RERFI 06 – 2005 -2006 Pell Flat-File Import Process § Import flat-files received from COD § PGRA 06 OP – Data Request Responses § PGRC 06 OP – Reconciliation Records § PGYR 06 OP – Year-to-Date Records – Origination, Disbursement and Summary § PGAS 06 OP – Electronic Statement of Account Records § PGMR 06 OP – Multiple Reporting Records

2005 -2006 Pell Processes § RERPR 06 – 2005 -2006 Pell Print Process § RERPELL – Pell COD Miscellaneous Report § Defect 97901 – Parameter 14 YTD reports will use Pell Reconciliation Record § Note: request reconciliation file from COD prior to running RERPELL § RPRDDUP – Disbursement Schedule Date Update Process § Updated logic for multiple disbursements within a term

2005 -2006 Pell Forms § REICODD – COD Document Control Form § Displays all Document IDs for the aid year § Fields displayed: § § § Date Extracted Receipt Date and Status Response Document Type Extract File Name § RPE 40093 – extract file name stored and displayed § Resent Document ID § RPE 43136 – new document id for resent document stored and displayed

2005 -2006 Pell Forms § REASTID – COD Identifier Form § Displays Student and DL PLUS Borrower Identifier records § Duplicate Record used to create a change record § Student Identifiers are not aid year specific § Updated so keyblock values will remain when rollback is performed § Added Response Edit Field

2005 -2006 Pell Forms § RTVCDST – COD State Codes Form § Lists COD State Codes from the RTVCDST table § Extracted data for Student and PLUS Borrower addresses are validated to these values upon extract § RPE 39771 - translation of STVSTAT codes to COD state codes § Translation codes must be manually entered by the school on the RTVCDST form § Use Duplicate Record to enter more than one STVSTAT code for a particular COD State Code

2005 -2006 Pell Forms § RTVCDNT – COD Nation Codes Form § Lists COD Nation Codes from the RTVCDNT table § Extracted data for Student and PLUS Borrower addresses are validated to these values upon extract § RPE 39771 - translation of STVNATN codes to COD nation codes § Translation codes must be manually entered by the school on the RTVCDNT form § Use Duplicate Record to enter more than one STVNATN code for a particular COD Nation Code

2005 -2006 Pell Forms § REAOR 06 – 2005 -2006 Pell Origination Form § Origination ID – only used within SCT Banner® and is not sent to COD § Removed the following field: § Secondary EFC § Added the following fields: § Edit Field § Edit Value § Updated to allow origination record when student’s EFC is > 3850

2005 -2006 Pell Forms § READI 06 – 2005 -2006 Pell Disbursement Form § Added the following fields to the Edits/Reject Codes window: § Edit Field § Edit Value § Added edit to the Exclude from Net Amount Indicator

2005 -2006 Pell Forms § REISSOA – Summary Statement of Account Inquiry Form § Added Entity ID to the form § REIDSOA – Pell Detail Statement of Account Inquiry Form § Added Entity ID to the form § RERRDRQ – Data Request Record Form § Added edit to to campus code for ‘S’ requests § ROARMAN, RPAAWRD and RPAAPMT – Award Forms § Updated logic for multiple disbursements within a term

2005 -2006 Pell Forms § RPE – 18375: § REIYTDO – COD Year to Date Pell Origination Form § Displays data from the REBYTDO table § REIYTDD – COD Year to Date Pell Disbursement Form § Displays data from the REBYTDD table § REIRECN – COD Pell Reconciliation Form § Displays data from the RERRECN table

Summary § COD processing primarily remains the same for 2005 -2006 as it was for 2004 -2005 – schema 2. 0 d still used § Enhancements including nine RPEs – five related to Pell processing § 2005 -2006 Functionality will be delivered with Spring Regulatory Release – 6. 7 and 7. 2, April 2005

Thank You! Rhonda S. Allen rallen@sungardsct. com (800) 541 -5330 x 4686 Sun. Gard, the Sun. Gard logo, SCT, and Banner, Campus Pipeline, Luminis, Power. CAMPUS, SCT Matrix, SCT Plus, and SCT Pocket. Recruiter are trademarks or registered trademarks of Sun. Gard Data Systems Inc. or its subsidiaries in the U. S. and other countries. All other trade names are trademarks or registered trademarks of their respective holders. © Sun. Gard 2004