Root Node for Department of Education Common Record DateTime: The DateTime stamp when the document was created. Source: This element provides a logical grouping of elements related to Document Information Destination: This element provides a logical grouping of elements related to Document Information Software: An identifier to indicate the software provider and version number. Software Provider: Attribute that indicates the software provider and product. Provider cannot be sent without the Version Attribute. This tag maps to the Pell Software Provider and the first 6 values of the Direct Loan Vendor Identifier and Version Number. ED Use Only - ED Express PC software version number Document Identification: The DateTime stamp with the Entitiy Id This tag maps to the Pell Batch ID and the Direct Loan Loan Origination Batch Identifier, the Disbursement Batch Number, and the Change Batch Identifier. Full Return Flag: Flag allowing an override on entity profile concerning the response document. S - Standard Response F - Full Response (standard plus original data) M - Standard Response with Message N - Full Response with Message Defaults to School Profile Standard Response Full Response (Standard plus original data) Blank defaults to profile Reporting School: A complex element. This element provides a logical grouping of elements related to Entity Information. Receipt: A timedate stamp indicating receipt of the document to COD The type of document being returned from COD. WB = Response to Web-initialted transaction HL = Response to Hold process CO = Response to Credit Override Document Status: The status of the processed document on COD. A = Accepted R = Rejected D = Duplicate This tag (along with the Response Code) maps to the Pell Batch Reject Reasons and the Direct Loan Batch Reject Code. Processing Date: The date the document information was processed at COD. This tag maps to the Pell RFMS Process Date and the Direct Loan Acknowledgement Date and Promissory Note Acknowledgement Date. Entity ID: Attribute listing Person Identifier: The person's identification information on COD. The SSNum portion of this tag maps to the Direct Loan Borrower's Social Security Number and Student's Social Security Number. The DtofBirth protion of this tag maps to the Direct Loan Borrower's Date of Birth and the Student's Date of Birth. The LastName portion of this tag maps to the Borrower's Last Name and Student's LastName Attending School: A complex element. This element provides a logical grouping of elements related to Entity Information. Award Type: The type of award for this summary group. Summary Year: The year for this summary group. Total Number of Students: Total number of students reported by this school. This information is summarized by program, by award year. This tag maps to the Direct Loan Total Number of Records. Total Amount Reported: The total dollar value reported by this school. This information is summarized by program, by award year. This tag maps to the Pell Reported Total of Batch. Social Security Number: The person's current Social Security Number. This tag is the appropriate vehicle in which to change the Social Security Number. If the content of this tag is different than the SSNum in the Person Identifier, then COD will update the Person Identifier. Birth Date: The person's current date of birth. This tag ia the appropriate vehicle in which to change the Date of Birth. If the content of this tag is different than the Date of Birth in the Person Identifier, then COD will update the Person Identifier. Citizenship Status Indicator: The person's citizenship status. COD will pull citizenship status from CPS. This is an override field to allow schools to report information for PLUS only or for correction information from documentation located at the school. This tag maps to the Direct Loan Borrower's Citizenship and the Student's Citizenship. The value the student reported for citizenship. 1 = U.S. citizen (or U.S. national) 2 = Eligible noncitizen 3 = Not eligible U.S. citizen (or U.S. national) eligible noncitizen Not eligible The SSNum portion of this tag maps to the Pell Student's Current SSN for this transaction and the Direct Loan Borrower's Social Security Number, Student's Social Security Number (PLUS) and Student's Social Security Number. The DtofBirth portion of this tag maps to the Pell Student's Date of Birth for this transaction and the Direct Loan Borrower's Date of Birth, Student's Date of Birth (PLUS) and Student's Date of Birth. The LastName portion of this tag maps to the Pell Student's Last Namefor this transaction and the Direct Loan Borrower's Last Name, Student's Last Name (PLUS) and Student's Last Name. At this location in the document you may insert either DLLInfo elements or FFELLoanInfo elements. Origination Fee Percentage: The origination fee percentage used for this record. Accuracy maintained through 3 decimal positions. This tag maps to the Direct Loan Origination Fee Percentage. Interest Rebate Percentage: Accuracy maintained through 3 decimal positions. Promissory Note Print Indicator: The Promissory Note print option used for this record. B = Print and send to Borrower S = Print and send to School R = COD Reprint This tag maps to the Direct Loan Promissory Note Print Indicator Print and sent to borrower Print and send to school COD reprint Disclosure Statement Print Flag: Indicates whether the school or COD will print the Disclosure Statement. The party (school or COD) who is responsible for mailing the Disclosure Statement is also responsible for printing and mailing the Plain Language Disclosure Statement. Y = COD prints and sends to Borrower R = COD reprint Default is Profile This tag maps to the Direct Loan Disclosure Statement Print Indicator COD prints and sends to Borrower COD reprint Award Begin Date: The date when classes begin for the specific period covered by aid. Cannot be prior to the student's academic year begin date This tag maps to the Direct Loan Loan Period Start Date. Award End Date: The date when classes end for the specific period covered by aid. Cannot be after the student's academic year end date This tag maps to the Direct Loan Loan Period End Date Academic Year Start Date: The date the student's academic year starts at the school. This tag maps to the Direct Loan Academic Year Start Date. Academic Year End Date: The date the student's academic year ends at the school. This tag maps to the Direct Loan Academic Year End DAte At this location in your document you can include one or more AwardType elemants (ex: Alternative, DLPLUS, DLSub, Pell) Award Year: Tag indicating the year corresponding to awards. List last year in cycle (ie., 2002 for 2001-2002) CPS Transaction Number: Transaction number from eligible SAR used to calculate award. This tag maps to the Pell Transaction Number field and Accepted Transaction Number field. Award Amount: The total award amount that the student is eligible to receive as determined by the school. This tag maps to the Pell Accepted Award Amount for the Entire School Year, Award Amount for the Entire School Year and the Direct Loan Amount Approved. Dependency Override: COD will download dependency status from CPS. This is a field to allow schools to override dependency information. Less Than Full Time Flag: Flag indicating if student is less than full-time. Federal Share Amount: The federal share portion of the Perkins, FSEOG, or FWS award amount. FISAP Income: The total Taxable and Nontaxable Income for the student and parents, if dependent, or the student only, if independent. LoanKey: The element referenced by the Edit Code. The tag and the original content are returned. Dependency Override: COD will download dependency status from CPS. This is a field to allow schools to override dependency information. This tag maps to Direct Loan Dependency Status field. Award ID: Unique Award Identifier. Unique identifier created at the time of origination. Student's Social Security Number: 001010001-999999998 Loan Type: S = Subsidized U = Unsubsidized P = Plus Program Year: 02 School Code: X00000-X99999 where X = G or E Loan Sequence Number: 001-999 Loan Sequence Number must begin with 001 not 101. This tag maps to the Direct Loan Loan Identifier field. Award Create Date: The date the award record was created by the school. This tag maps to the Direct Loan Loan Origination Date field. Cost of Attendance:The estimated cost of attending school during the requested award period before subtracting any financial aid or expected family contribution. For Pell, must equal COA calculated by the School following the Federal Pell Grant Payment regulations. This tag maps to Pell Accepted Cost of Attendance field and Cost of Attendance fields. Academic Calendar: Calendar which applies to this student's educational program. Must be valid or system accepted to process record. 1=Credit Hours-non-standard terms; 2=Credit Hours-standard terms of quarters; 3=Credit Hours-standard terms of semesters; 4=Credit Hours-standard terms of trimesters; 5=Clock hours; 6=Credit Hours without terms Refer to Appendix This tag maps to the Pell Accepted Academic Calendar and Academic Calendar fields. Credit Hours-non-standard terms; Credit Hours-standard terms of quarters; Credit Hours-standard terms of semesters; Credit Hours-standard terms of trimesters; Clock hours; Credit Hours without terms Payment Methodology: Formula used to calculate the student's Federal Pell Grant Award. 1=(a)Credit hour with standard terms in which total weeks of instructional time Fall through Spring terms equal or exceed 30 weeks, or have been granted waiver; or (b) School offers a summer term in addition to fall through spring terms, could calculate awards using Formula 1 or 2 and chooses to perform alternate calculation (AC: 2,3, or 4) 2=Credit hour with standard terms in which total weeks of instructional time Fall through Spring terms are less than 30 weeks, has not been granted waiver. School does not use alternate calculation (AC: 2, 3, or 4) 3=Credit hour with standard or non-standard terms (AC: 1, 2, 3, or 4) 4=Clock hour or Credit hour without terms (AC: 5 or 6) 5=Programs of study by correspondence (AC: 1, 2, 3, or 4 denotes Formula 5B AC: 6 denotes Formula 5A) Refer to Appendix This tag maps to the Pell Accepted Payment Methodology and Payment Methodology field. (a)Credit hour with standard terms in which total weeks of instructional time Fall through Spring terms equal or exceed 30 weeks, or have been granted waiver; or (b) School offers a summer term in addition to fall through spring terms, could calculate awards using Formula 1 or 2 and chooses to perform alternate calculation (AC: 2,3, or 4) Credit hour with standard terms in which total weeks of instructional time Fall through Spring terms are less than 30 weeks, has not been granted waiver. School does not use alternate calculation (AC: 2, 3, or 4) Credit hour with standard or non-standard terms (AC: 1, 2, 3, or 4) Clock hour or Credit hour without terms (AC: 5 or 6) Programs of study by correspondence (AC: 1, 2, 3, or 4 denotes Formula 5B AC: 6 denotes Formula 5A) Weeks of instructional time used to calculate payment: Total Number of weeks on instructional time provided by this student's Program of Study during a full academic year. Valid Values depend upon Payment Methodology and Academic Calendar fields. Must be completed when Payment Methodologies 2, 3, 4, or 5 are used. No element reported in Document (Payment Methodology 1) 00 - 78 (Payment Methodology 2, 3, 4, or 5) IF PM=2 Must be less than 30 IF PM=3 Must be valid range IF PM=4 Must be valid range IF PM=5 Must be valid range This tag maps to the Pell Accepted Weeks of Instructional Time Used to Calculate Payment and Weeks of Instructional Time Used to Calculate Payment fields. Weeks of institutional time in program's definition of academic year: Total number of weeks of instructional time in the School's definition of a full academic year for this student's Program of Study. No element reported in document (Payment Methodology 1) 30 - 78(May never be less than the number provided in InstructionalWeeksUsed (Weeks of instructional time used to calculate payment) field of Origination record. If>78 set to 30. This tag maps to the Pell Accepted Weeks of Inst. Time in Program's Definition of Academic Year and Weeks of Inst. Time in Program's Definition of Academic Year fields. Credit/Clock hours in this student's program of study's academic year: Total number of credit/clock hours in all payment periods School expects this student to attend and be paid for during this Federal Pell Grant Award year. Required for Academic Calendars 5 and 6 or ranges: 0-3120 AC=Clock Hours (5) 0-100 AC=Clock Hours without terms (6) This tag maps to the Accepted Pell Cr/Clock Hours in Award Year and Pell Cr/Clock Hours in Award Year fields. Credit/Clock hours in this student's program of study's academic year: Total number of credit or clock hours in the School's definition of a full academic year for this student's Program of Study. Required for Academic Calendars 5 and 6 or ranges: 900-3120 Academic calendar 5 24-100 Academic calendar 6 This tag maps to the Pell Accepted Cr/Clock Hours in the Student's Program of Study's Academic Year and Cr/Clock Hours in the Student's Program of Study's Academic Year fields. Low Tuition and Fees Indicator: Indicator identifying tuition ranges when the annual tuition is less than or equal to minimum defined by low tuition and fees table. 1: 0 2: 1 - 262 3: 236 - 524 or BLANK: low tuition does not apply This tag maps to the Pell Low Tuition and Fees Code and Accepted Low Tuition and Fees flag. 0 1-262 263 - 524 Low tuition does not apply Incarcerated Federal Pell Recipient Indicator: Indicator identifying if the student is incarcerated in local penal institution but otherwise eligible to receive Federal Pell Grants. True: the student is incarcerated in a local School, but is otherwise eligible. False: the student previously reported as incarcerated, but is not or is no longer incarcerated. This tag maps to the Incarcerated Federal Pell Recipient Code and Accepted Incarcerated Federal Pell Recipient Code. Verification Status Code: Status of verification of applicant data by the school. Required only if school has paid a Pell Grant without supporting documentation. This tag is not a direct translation but maps to the Pell Verification Status Code field. Enrollment Date: First date that the student was enrolled in an eligible program for the designated award year. If the student enrolled in a crossover payment period before the first day of the Pell award year (July 1), but which will be paid from 2002-2003 funds, report the actual start date of the student's classes for that payment period. This tag maps to the Pell Accepted Enrollment Date and Enrollment Date. Secondary EFC Indicator: Indicator of which EFC value is used to determine award amount O = Federal Pell Grant award previously based on the secondary EFC and reported to the Federal Pell Grant program; student's award now based on the original EFC. S = Federal Pell Grant award based on the secondary EFC, as a calculated by the CPS. Or BLANK if Secondary EFC not used This tag maps to the Pell Accepted Secondary Expected Family Contribution Code and Secondary Expected Family Contribution Codes. Federal Pell Grant award previously based on the secondary EFC and reported to the Federal Pell Grant program; student's award now based on the original EFC. Federal Pell Grant award based on the secondary EFC, as a calculated by the CPS. Person Identifier: The person's identification information on COD. The SSNum portion of this tag maps to the Direct Loan Borrower's Social Security Number. The DtofBirth protion of this tag maps to the Direct Loan Borrower's Date of Birth. The LastName portion of this tag maps to the Borrower's Last Name. Additional Unsubsidized Loan for HPPA: This was formerly a HEAL loan. This maps to the Direct Loan Additional Unsubsidized Eligibility up to Health Profession Programs Amount Disbursement Amount: Amount of disbursement for student. 0-Award Amount MAX Dollars and cents. The tag maps to the Pell Disbursement Amount, Accepted Disbursement Amount and the Direct Loan Disbursement Actual Gross Amount, Disbursement Actual Gross Amount - LOC fields. Disbursement Date: The disbursement date. This tag maps to the Pell Accepted Disbursement Date, Disbursement Date and the Direct Loan Anticipated Date and Transaction Date fields. Payment Trigger Flag: The flag indicating if the Entity is submitting student records for payment. Sequence Number: The sequence number that determines the order of this disbursement. Disbursement sequence numbers must be sequential and follow in order. This tag maps to the Direct Loan Disbursement Sequence Number. Disbursement Number: Number of the disbursement. First Disbursement Flag: Flag identifying which disbursement was the earliest transaction date. True=First Disbursement Required if First Actual Disbursement has a disbursement number greater than 01. This tag maps to the Direct Loan First Disbursement Flag field. Disbursement Net Amount: The net award amount. This tag maps to the Direct Loan Disbursement Actual Net Amount, Disbursement Actual Net Amount LOC and Disbursement Anticipated Amount. Disbursement Fee Amount: The Fee Amount. This tag maps to the Disbursement Actual Loan Fee Amount and Disbursement Anticipated Loan Fee Amount. Interest Rebate Amount: The Upfront Interest Rebate Amount. This tag maps to the Direct Loan Disbursement Actual Interest Rebate Amount, Disbursement Actual Interest Rebate Amount - LOC, and the Disbursement Anticipated Rebate. Confirmation Flag: Indication that this disbursement has been confirmed by the borrower at the school. This tag maps to the Direct Loan Confirmation Flag field. Payment Period Start Date: Beginning date of the Payment Period. Used to pay on awards submitted by schools that have become ineligible. This tag maps to the Pell Enrollment Date field. Rsponse Indicator: The status of this record on COD. A = Accepted R = Rejected D = Duplicate H = Held C = Corrected P = Partial This tag maps to the Pell Action Code, Origination warning/reject reasons, Action Code/Status and the Direct Loan Full Loan Origination Status flag fields Electronic MPN Flag: Flag indicating whether there is an electronic or paper MPN. true = Electronic Promissory Note This tag maps to the Direct Loan Electronic Master Promissory Note Indicator MPN ID: The MPN identifier printed on the MPN. Student's Social Security Number: 001010001-999999999 Loan Type: M = Subsidized and Unsubsidized N = Plus Program Year: 03 School Code: X00000-X99999 where X = G or E Loan Sequence Number: 001-999 Loan Sequence Number must begin with 001 not 101. This tag maps to the Direct Loan Master Promissory Note Identification. MPN Status: The status of the MPN on file at COD. A = Accepted MPN on file N = MPN NOT on file I = Inactive C = Closed R = Rejected P = Pending MPN on file This tag maps to the Direct Loan Promissory Note Status. Accepted MPN on file MPN NOT on file Inactive Closed Rejected Pending MPN on file MPN Link Flag: The Master Promissory Note flag is used to indicate whether or not the record has been linked to an MPN at COD. True = Record has been linked to an MPN False = Record is not linked to an MPN This tag maps to the Direct Loan Master Promissory Note Indicator. Servicer Refund Amount: Amount of payment refund sent to the Servicer by the borrower. (-99999.99 to 99999.99) FileType = SR only A negative amount indicates a refund A positive amount indicates a reversal of the refund (that is, bounced check) This tag maps to the Direct Loan Payment to Servicer Amount. Servicer Refund Amount Date: The date the Servicer posted the refund to the student's account. Booked Loan Amount: Total net disbursements accepted and booked by COD 0-99999.99 This tag maps to the Direct Loan LOC's Total Net Booked Loan Amount. Booked Loan Date: The date the loan booked on COD. Year-To-Date Disbursement Amount: Total amount that has been disbursed to the student for the award year. 0-Award Amount Max This tag maps to the Pell YTD Disbursed Amount. Total Eligibility Used: Total percentage of the student's Pell eligibility used for the specific award year. Scheduled Federal Pell Grant: Scheduled amount for a full time student. 0-Award Amount Maximum This tag maps to the Pell Scheduled Federal Pell Grant Field. SFA Indicator: Indicator set to inform institutions of modifications that have been made to their database and require immediate action to rectify. SA = Shared SAR CE = Concurrent Enrollment PO = POP This tag maps to the Pell ED Use Flags field. PLUS Credit Decision Status: The status of the PLUS credit decision for the loan on COD A = Accepted D = Denied P = Pending PLUS Credit Decision Date: The date on which the credit check decision was processed. This tag maps to the Direct Loan Credit Decision Date field. PLUS Credit Decision Override Indicator. The status of the credit check for this loan on COD as a result of an override. This tag maps to the Direct Loan Credit Override field. Edit Code: Edit result from COD processing. See COD edit table. This tag maps to the Pell Edit/Comment Codes and the Direct Loan Full Loan Origination Reject Reasons, Loan Identifier Error Code, and Promissory Note Reject Codes. Response Message: The text of the edit result. This field is tranmitted only via web applications. Field: The element referenced by the Edit Code. The tag and the original content are returned. Value: New value in field if a correction is applied. Award Type: The type of award for this summary group. Summary Year: The year for this summary group. Total Number of Students: Total number of students reported by this school. This information is summarized by program, by award year. This tag maps to the Direct Loan Total Number of Records. Total Number Accepted: Total number of accepted records in this document. This information is summarized by program, by award year. This tag maps to the Direct Loan Total Number of Accepted Records. Total Number Rejected: Total number of rejected records in this document. This information is summarized by program, by award year. This tag maps to the Direct Loan Total Number of Rejected Records. Total Number Corrected: Total number of corrected records in this document. This information is summarized by program, by award year. Total Number of Duplicates: Total number of duplicate records in this document. This information is summarized by program, by award year. This tag maps to the Pell Number of Duplicate Records. Total Number Held: Total number of held records in this document. This information is summarized by program, by award year. Total Number Partial: Total number of awards for which only part of the award transaction is accepted. This information is summarized by program, by award year. Total Number Verified: Total number of students in this document that are reported to be selected for verification by CPS. This information is summarized by program, by award year. Total Number SSA Match: Total number of students in this document that are reported by CPS to have a SSA match not equal to 4. This information is summarized by program, by award year. Total Amount Reported: The total dollar value reported by this school. This information is summarized by program, by award year. This tag maps to the Pell Reported Total of Batch. Total Amount Accepted: The total dollar value reported in this document. This information is summarized by program, by award year. Total Amount Corrected. The total dollar value reported in this document for corrected Pell awards. This informatin is summarized by program, by award year. Foreign: This tag indicates if the address is foreign. This tag is associated with FFEL information. Temporary: This tag indicates if the address is temporary. While this tag doesn't have a direct match, it is associated with Direct Loan Local information. Address: A line of a person's address. There is a maximum occurance of three for this tag. The sequence of this tag maps to the person's first, second, and third lines of address. This tag maps to the Direct Loan Permanent Address and the Student's Local Address. City: The person's city. This tag maps to the Direct Loan Borrower's Permanent Address City and the Student's Local Address City. State: The person's state or province. This tag maps to the Direct Loan Borrower's Permanent Address State and the Student's Local Address State. Zip or Postal Code: The person's Postal Code (Zip Code). This tag maps to the Direct Loan Borrower's Permanent Zip Code and the Student's Local Zip Code. County: The person's county Country: The person's country Phone Number: The person's phone number. This tag maps to the Direct Loan Borrower's Telephone Number. Email Address: The person's email address. This tag maps to the Direct Loan Student's Email Address. First Name: The person's first name. This tag maps to the Pell Student's First Name for this transaction and the Direct Loan Borrower's First Name and Student's First Name. Middle Initial: The person's middle initial. This tag maps to the Pell Student's Middle Initial for this transaction and the Direct Loan Borrower's Middle Initial, Student's Middle Initials (PLUS), and the Student's Middle Initial. Last Name: The person's last name. This element is the appropriate vehicle in which to change the Last Name. If the content of this element is different thant the LastName in the Person Identifier, then COD will update the Person Identifier. This LastName portion of this tag maps to the Pell Student's Last Name for this transaction and the Direct Loan Borrower's Last Name, Student's Last Name (PLUS) and Student's Last Name.