description: tags: sec%203%20combo%20layouts

8/14/2019 description: tags: sec%203%20combo%20layouts

1/33

June 2000 (2000-2001) RFMS Technical Reference Combination Layouts(191 H)

Combination Layouts


2/33

June 2000 (2000-2001) RFMS Technical Reference Combination Layouts Table of Contents(191 H) i

Table of Contents

Combination Layouts ............................................................................................................................ 3-1

Introduction.............................................................................................................................................. 3-1

Using Record Layouts.............................................................................................................................. 3-2

Importing Data to Populate Databases ................................................................................................ 3-4

Whats Included ....................................................................................................................................... 3-4

External Origination Add Record ............................................................................................................ 3-5

External Disbursement Add Record....................................................................................................... 3-19

Pell Save End of Entry Edits.................................................................................................................. 3-25


3/33

June 2000 (2000-2001) RFMS Technical Reference Combination Layout(191 H) 3-1

Combination Layouts

Introduction

This section contains technical information that enables schools to use acombination of the U.S. Department of Educations EDExpress forWindows software and their institutions administrative software to

process Federal Pell Grant program data. It provides the essential recordlayouts that are pertinent for use with combination systems set-up.

Importing Student DataYou can import student data that is captured from your campus systeminto EDExpress or you can export records from the EDExpress databaseinto a file that can then be imported into your campus system. Forexample, information from your institutions financial aid packagingsystem can be imported into EDExpress to originate Pell records; likewise,Pell disbursement acknowledgements that provide institutions with an

accurate status of accepted disbursements can be exported fromEDExpress. This information can be used by your business office toreconcile the institutions disbursement activity with the Departmentsdisbursement data.

Using EDExpress with Internal or Vendor SoftwareUsers can choose to use a portion of the functions provided by EDExpressin conjunction with their own internal system or vendor software. A brief overview of the External Add process is described here. More details areavailable within the online Help system in the EDExpress software. Theprocess allows you to quickly update both Origination Records and addDisbursement Records in EDExpress.


4/33


Using Record Layouts

There are two record layouts used to assist combination schools with thePell Payment process: The Origination Add-External, for originationrecords, has a message class of PGEO01OP and a record length of 300characters; the Disbursement AddExternal, for disbursement records, hasa message class of PGED01OP and a record length of 108 characters.Schools can import origination and disbursement data from their externalsystem using the record layout as shown within this technical reference.

Add files are created and imported without header or trailer recordsattached. The EDExpress software requires an ASCII import format withthe end of each record marked with carriage return and line feed characters(ASCII 10 and 13). There is no end of file marker (EOF), only the finalcarriage return/line feed marker after the last record.

Note: If the file is incorrectly formatted without the carriage return/linefeed, the import fails and the following error message displays: Invalidrecord length. Check import file format.

Origination IDThe key for both message file types is the Origination ID with thefollowing elements:

1 3 5

999999999 XX 2001 999999 00

2 4

1. Positions 1-9 characters are the SSN with a valid range of 001010001-999999999.

2. Positions 10-11 are the Name Code.

3. Positions 12-15 are the Year Indicator with a valid range of 2001.

4. Positions 16-21 are the Valid Attending Campus Pell ID.

5. Positions 22-23 are the Origination Sequence Numbers which must be00.


5/33


EditsInterfacing the two systems will also allow the school to take advantage of edits included in EDExpress Save process. The data will pass throughfield by field edits to check for valid content and proceed through a

second tier of End-of-Entry edits, to check for integrity of content. Anerror message will display for any field that fails these edits. The validfield content is detailed in the Valid Values column in the record layouttable. The End-of-Entry Edits are described in a separate table at the endof this section.

All updates are performed during the save process. At the end of theexternal add process for both origination and disbursement, a batchstatistics dialog box will display. The dialog will contain the total numberof records added, updated and skipped in the file. Details on records witherrors will also print on the edit report.


6/33


Importing Data to PopulateDatabases

What's included: External Origination Add Record Description External Disbursement Add Record Description Pell Save End of Entry Edits


7/33


External Origination Add Record

StartPosition

EndPosition

Length /Bytes

Type Required Field Name Description Valid Values Processingnotes/Edits

1 23 23 A/N Yes Origination ID Unique number usedto identify anorigination.

Format:999999999XX200199999900Where:SSN - 001010001-999999999Name code - XXYear Indicator 2001Valid Attending Pell IDOrig Sequence Number 00

24 32 9 N Yes Original SSN Student's SSN fromoriginal FAFSA.

001010001 - 999999999 Identifier

33 34 2 A Yes Original Namecode

Student's name codefrom original

FAFSA.

Uppercase A to Z;.(period);

'(apostrophe);- (dash);Blank: no last name

Identifier


8/33


External Origination Add Record (Continued)

StartPosition

EndPosition

Length /Bytes

Type Required Field Name Description Valid Values Processingnotes/Edits

35 40 6 N Yes AttendingCampus PellID

Pell ID of attendingcampus. Changecreates neworigination record.Institution mustchange awardamounts for studentat original attendedcampus asnecessary.

Valid Pell ID IdentifierChange creates neworigination record.

41 45 5 A/N Yes ED Use Reserved for futureuse.

Spaces

46 58 13 A No Institutioncross-reference

This field cancontain any crossreference

information useful tothe institution toidentify studentrecords internally.

Inst itution defined Data for this fieldwill not be includedin the record from

EDExpress.


9/33



StartPosition

EndPosition

Length /Bytes

Type Required Field Name Description Valid Values Processing notes/Edits

59 59 1 A No Action code Code to indicateaction to be taken.

Will always beblank

60 60 1 N No No. of PaymentPeriods inStudent'sschool year.

Number of terms orpayment periods instudent's schoolyear. Must have avalid value forschools on Special

Disbursement. If not, records will berejected.

1 - 9 Change usually occurswith increase in awardamount.

61 67 7 N Yes Award amountfor entireschool year.

Amount of award forstudent's entireschool year.Increases arerequired to besubmitted to RFMS.

Dollars and cents.Use leading zeros;do not include the $sign or decimalpoint.Range:0000000-AwardAmount Max(0330000)

Cannot exceed eligibleaward amount for student- award validationperformed.

68 75 8 N Yes EstimatedDisbursementDate #1.

Date 1st

disbursement tostudent will bemade.

CCYYMMDD:Range:Disbursement StartDate (20000701)-NdaysDisbursement EndDate (20060930).For 00-01 N dayswill equal 10.


10/33



StartPosition

EndPosition

Length /Bytes


76 83 8 N No EstimatedDisbursementDate #2

Date 2nddisbursement tostudent will bemade.

CCYYMMDD:Range: [see fieldposition 68 in thisrecord] or BLANK


Date 3rddisbursement tostudent will bemade.

CCYYMMDD:Range:[see fieldposition 68 in thisrecord] or BLANK


Date 4thdisbursement tostudent will bemade.

CCYYMMDD:Range:[see fieldposition 68 in thisrecord] or BLANK


Date 5thdisbursement tostudent will be

made.

CCYYMMDD:Range:[see fieldposition 68 in this

record] or BLANK





11/33



StartPosition

EndPosition

Length /Bytes












Date 10thdisbursement tostudent will be

made.

CCYYMMDD:Range: [see fieldposition 68 in this

record] or BLANK





12/33



StartPosition

EndPosition

Length /Bytes














188 195 8 D Yes EnrollmentDate

First date that thestudent was enrolledin an eligible

program for thedesignated schoolyear. If the studentenrolled in acrossover paymentperiod before thefirst day of the Pellaward year (July 1),but which will bepaid from 2000-2001 funds, reportthe actual start dateof the student's

classes for thatpayment period.

CCYYMMDD:Range:20000101

20010630


13/33



StartPosition

EndPosition

Length /Bytes


196 196 1 A No Low Tuition &Fees code

Flag to identifytuition ranges whenthe annual tuition isless than $300.

Value TuitionRange1: 02: 1 1493: 150 -299or BLANK: lowtuition does notapply

197 197 1 A Yes Verification

Status code

Status of verification

of applicant data bythe school.

A: Accurate

C: CalculatedN: Not SelectedR: ReprocessedS: Selected, notverifiedT: ToleranceW: WithoutDocumentation

Only one disbursement

can be accepted whilestatus = W. Thesedisbursements will bereversed in the secondAugust of the AwardCycle if the status remainsW.

Once a student is selectedhe/she is always selected.


14/33



StartPosition

EndPosition

Length /Bytes


198 198 1 A No IncarceratedFederal PellRecipient code

Studentsincarcerated in localpenal institutions arenot eligible toreceive Federal PellGrants.

BLANK: NotincarceratedY: Yes, the studentis incarcerated in alocal institution,but is otherwiseeligible.N: No, if studentpreviously reportedas incarcerated, butis not or is nolonger Incarcerated.

199 200 2 N Yes Transactionnumber

Transaction numberfrom eligible SARused to calculateaward.

01-99 Changes to this field, afterassociated disbursementsare made, create a newactive origination record.Disbursements for theprevious origination willbe set to zero.

201 205 5 N Yes ExpectedFamilyContribution(EFC)

Must equal thestudent's ExpectedFamily Contributionfrom the ISIR orSAR.

Range: 00000-EFCMAXIMUM(03100).

Changes to this field, afterassociated disbursementsare made, create a newactive origination record.Disbursements for theprevious origination willbe set to zero.For 2000-01 EFC Max =03100.


15/33



StartPosition

EndPosition

Length /Bytes


206 206 1 N No SecondaryExpectedFamilyContribution

Code indicatingwhich EFC value isused to determineaward amount.

O = Federal PellGrant awardpreviously based onthe secondary EFCand reported to theFederal Pell Grantprogram; studentsaward now basedon the originalEFC.S = Federal PellGrant award basedon the secondaryEFC, as calculatedby the CPS.Or BLANK if Secondary EFC notused.

Changes to this field, afterassociated disbursementsare made, create a newactive origination record.Disbursements for theprevious origination willbe set to zero.For 2000-01 EFC Max =3100.

207 207 1 N No Academiccalendar

Calendar whichapplies to thisstudent's educationalprogram.Must be valid orsystem accepted toprocess record.

1= Credit Hours -non-standard terms;2 = Credit Hours -standard terms of quarters3 = Credit Hours standard terms of semesters4 = Credit Hours -

standard terms of trimesters5 = Clock hours6 = Credit Hourswithout terms

The academic calendardictates which PaymentMethodology can beaccepted. Used in awardamount recalculation.

If one of the followingchanges occur andassociated disbursements

have been processed, anew active originationrecord is created.Payments for the previousorigination will be set tozero.

From 1 to 2, 3, 4, or 5From 2, 3, or 4 to 1 or 5From 5 to 2,3,4, or 6From 6 to 1 or 5


16/33



StartPosition

EndPosition

Length /Bytes


208 208 1 N Yes Paymentmethodology

Formula used tocalculate thestudent's FederalPell Grant.

1= Credit hour withstandard terms inwhich Fall throughSpring terms equalor exceed 30weeks, or equal orexceed academicyear with waiver(AC: 2,3,4)2 = Credit hourwith standard termsin which Fallthrough Springterms are less than30 weeks withoutwaiver (AC: 2,3,4)3 = Credit hourwith standard ornon-standard terms(AC:1-4)4 = Clock hour orCredit hour withoutterms (AC: 5,6)5 = Nonresidentialportion of programsoffered bycorrespondence

without terms (AC:1-4, 6)

The PaymentMethodology dictates thedata required forEnrollment status, Weeksof instructional time,Weeks of instructionaltime in academic year,Credit/Clock Hoursexpected to complete,Credit/Clock Hours inacademic year.

Used in award amountrecalculation.


17/33



StartPosition

EndPosition

Length /Bytes


209 215 7 N Yes Cost of Attendance

Must equal orexceed minimumCOA in Federal PellGrant PaymentSchedule.

Dollars and cents.Use leading zeros;do not include the $sign or decimalpoint. Range: 0000000 -9999999.

Used in award amountrecalculation.

216 216 1 A PaymentMethod1,2,3,5

Enrollmentstatus

The code thatapplies to thestudent's expectedenrollment status forthe AWARD YEAR.Changes to this fieldwill be accepted forthe entire awardyear.For PaymentMethodology 1,2,3&5 must be valid.

Blank or1: Full-time2: 3/4 time3: time4: Less than time5: Other

BLANK only if PaymentMethodology is Formula4. Used in award amountrecalculation.


18/33



StartPosition

EndPosition

Length /Bytes


217 218 2 N Pay Meth2,3,4,5

Weeks of instructionaltime used tocalculatepayment.

The weeks of instructional time inwhich the studentwill be enrolled andpaid as part of theacademic year orprogram as definedfor each PaymentMethodology:PM 2: Weeks of instructional time infall through springterms

PM 3: Weeks of instructional time inall terms expected tocomplete this schoolyearPM 4: Weeks of instructional time fora full-time student tocomplete hours inprog or hours in theacademic yrPM 5A: Same asPayment Meth 4PM 5B: Same asPayment Meth 3Must be completedfor PaymentMethodologies 2, 3,4, & 5.

Blank or00 78

Must be blank when usingPayment Methodology 1.If incorrect, change tostandard value. If suppliedand not needed forpayment methodology,ignore. Used in awardamount recalculation.

219 220 2 N Pay Meth2,3,4,5

Weeks of inst.time inprogram'sdefinition of academic year.

The number of weeks of instructional time inthe program'sacademic year.For PaymentMethodology2,3,4&5 must bevalid.

Blank or30 78

Can be blank when usingPayment Methodology 1.If incorrect, change tostandard value. If suppliedand not needed forpayment methodology,ignore. Used in awardamount recalculation.


19/33



StartPosition

EndPosition

Length /Bytes


221 224 4 N Pay Meth4, 5

Cr/clock hrs inall pay. periodsexpected tocomp. thisschool year.

Number of credit orclock hours youexpect the student tocomplete and to bepaid from the 2000-01 award year.For PaymentMethodology 4&5must be valid.

Blank orRanges:0000-3120Academiccalendar 50000-0100Academiccalendar 6

Can be blank when usingPayment Methodologies1, 2, 3, & 5. If incorrect,change to standard value.If supplied and not neededfor payment methodology,ignore. Used in awardamount validation.

225 228 4 N Pay Meth4, 5

Cr/clock hrs inprogram'sdefinition of academic year.

Number of credit orclock hours in thisstudent's educationalprogram's academic

year definition.For PaymentMethodology 4&5must be valid.

Blank orRange:0900-3120Academic

calendar 50024-0100Academiccalendar 6

Can be blank when usingPayment Methodologies1, 2, 3, & 5. If incorrect,change to standard value.

If supplied and not neededfor payment methodology,ignore. Used in awardamount validation.

229 258 30 A Unused Reserved forexpansion

Reserved forexpansion

Leave blank.

259 264 6 N Output ReportingCampus PellID

Pell ID of reportingcampus

Valid Pell ID.

265 273 9 A/N Output StudentCurrent SSN

Social SecurityNumber, as alteredby the studentthrough the CPS for

the Transactionnumber reported.This field equals theoriginal SSN if thestudent has notchanged SSN in theCPS. Blank indicatesthis record could notbe matched onStudent ID and/orEFC during FederalPell Grantprocessing.

Valid SocialSecurity Number orBLANK if notmatched.


20/33



StartPosition

EndPosition

Length /Bytes


274 299 26 A Output Student name Full student name asreported to the CPSfor the Transactionnumber reported.Blank indicates thisrecord could not bematched on StudentID and/or EFCduring Federal PellGrant processing.

BLANK orFull name listed inorder:Last Name: 01 - 16First Name: 17 - 25Middle Initial: 26

300 300 1 A Output CPSVerificationSelection code

Designates whetherCPS selected thestudent forinstitutionalverification of applicant data as of the Transactionnumber reported.

BLANK = Notselected by CPS forverification* = Selected byCPS for Institutionverification of applicant data.

300 Total RecordLength

Note : A Change to an Origination record is supplied in this same format. Changes apply to the entireaward period.


21/33


External Disbursement Add Record

Start

Position

End

Position

Length

/Bytes


1 23 23 A/N Yes Origination ID Unique number usedto identify anorigination.

Format:999999999XX200199999900Where:SSN - 001010001-999999999Name Code - XXYear Indicator 2001Valid AttendingPELL IDOrig SequenceNumber - 00

24 36 13 A No InstitutionCross-Reference

37 37 1 A No Action Code Action code Will always beblank

No editing

38 39 2 N Yes DisbursementReferenceNumber

Number of thedisbursement perstudent for theAward Year.

Must be numeric01-74

Identifiers75-99 are reserved for EDsystem generateddisbursements.

40 46 7 N Yes DisbursementAmount

Amount of disbursement forstudent's paymentperiod. If anadjustment, thisvalue is areplacement amount.

Dollars and cents.Use leading zeros;do not include the $sign or decimalpoint. Range:0000000-AWARDAMOUNT MAX(0330000)

47 47 1 A Yes Debit/ CreditIndicator Flag

Indicates if theDisbursementAmount is a positiveor negative.

P : positiveN : negative

48 55 8 D Yes DisbursementDate

Date thisdisbursement was orwill be made to thestudent.

CCYYMMDD:Range: 20000621 -20060930

Must be within N daysprior of payment periodstart date.

56 56 1 N Yes PaymentPeriod Number

Number used toidentify whichPayment Period thisrecord isreferencing.

1- 9 Field will be populatedonly when PaymentPeriod data is desired.


22/33


External Disbursement Add Record (Continued)

StartPosition

EndPosition

Length /Bytes


57 64 8 N Yes PaymentPeriod StartDate

Beginning date of Payment Period

CCYYMMDD:Range: PPSTART(20000101)- PP END DATE(20011231)

Field will be populatedonly when PaymentPeriod data is desired.

Note: Should only bepopulated with SpecialDisbursement Records.

65 72 8 N Yes PaymentPeriod EndDate

Ending date of Payment Period

CCYYMMDD:Range:PPSTART(20000101)- PP END DATE(20011231)


Note: Should only bepopulated with Special

Disbursement Records.73 73 1 N Yes No. of

PaymentPeriods inStudent'sschool year.

Number of terms orpayment periods instudent's school year

1 9 Field will be populatedonly when PaymentPeriod data is desired.

Note: Should only bepopulated with SpecialDisbursement Records.

74 80 7 N Yes Total Paymentfor thePaymentPeriod.

Amount of award forthis Payment Period.Increases arerequired to besubmitted to RFMS.

Dollars and cents.Use leading zeros;do not include the $sign or decimalpoint. Range:

0000000-AWARDAMOUNT MAX(0330000)

Cannot exceed eligibleaward amount for student award recalculationperformed. Field will bepopulated only when

Payment Period data isdesired.


23/33



StartPosition

EndPosition

Length /Bytes


81 81 1 A Yes Academiccalendar forthis paymentperiod.

Calendar whichapplies to thispayment period forthe student'seducationalprogram.

Blank or1= Institution usesnon-stnd terms andmeasures progressby credit hours;2 = Institution usesquarters andmeasures progressby credit hours;3 = Institution usessemesters andmeasures progressby credit hours;4 = Institution usestrimesters andmeasures progressby credit hours;5 = Institutionmeasures progressby clock hours;6 = Institution doesnot use terms, butdoes measureprogress by credithours.


24/33



StartPosition

EndPosition

Length /Bytes


82 82 1 A Yes Paymentmethodologyfor thispaymentperiod.

Report the formulaused to calculate thispayment for thestudent's FederalPell Grant.

Blank or1= Credit hour withstandard terms of Quarter, Semester,or Trimester equalto or exceeding 30weeks (AC: 2,3,4)2 = Credit hourwith standard termsof Quarter,Semester, orTrimester less than30 weeks (AC:2,3,4)3 = Credit hourwith non-standardterms of Quarter,Semester,Trimester(AC:1-4)4 = Clock hour orCredit hour withoutterms (AC: 5,6)5 = Nonresidentialportion of programsoffered bycorrespondence

with credit hours(AC: 1-6)


83 89 7 N Yes Cost of Attendance forthis paymentperiod.

Must equal orexceed minimumCOA in Federal PellGrant PaymentSchedule.

Dollars and cents.Use leading zeros;do not include the $sign or decimalpoint. Range:0000000 -9999999.



25/33



StartPosition

EndPosition

Length /Bytes


90 90 1 A PaymentMethod1, 2, 3, 5

Enrollmentstatus for thispaymentperiod.

The code thatapplies to thestudent's enrollmentstatus at the currenttime.

Blank or

1: Full-time;2: 3/4 time;3: time;4: Less than time


91 92 2 N PaymentMethod2, 3, 4, 5

Weeks of instructionaltime used tocalculatepayment forthis paymentperiod.

Number of weeksused to calculatepayment for thispayment period byPayment Method.PM 2: Weeks of instructional time in

fall through springtermsPM 3: Weeks of instructional time inpayment periodPM 4: Weeks of instructional time fora full-time student tocomplete hours inprog or hrs inacademic yrPM 5A: Same asPayment Meth 4

PM 5B: Same asPayment Meth 3

Blank or00 - 78


93 94 2 N Pay Meth2,3,4,5

Weeks of inst.time inprogram'sdefinition of academic year.

Number of weeks inprogram's definitionof academic year.

Blank or30 - 78



26/33



StartPosition

EndPosition

Length /Bytes


95 98 4 N Pay Meth4,5

Cr/clock hrsexpected tocomp. in thisPaymentperiod.

Number of Cr/clock hrs expected tocomplete in thispayment period.

Ranges: Blank or0000-3120Academiccalendar 50000-0100Academiccalendar 6


99 102 4 N Pay Meth4,5

Cr/clock hrs inprogram'sdefinition of academic year.

Number of Cr/clock hrs in program'sdefinition of academic year.

Range: Blank or0900-3120Academiccalendar 50024-0100Academiccalendar 6


103 108 6 D Created Time

Time when therecord wascreated.

Time when therecord was created.Supplied by thesystem.

000000 235959Format isHHMMSSHH = 00 23MM = 00 59SS = 00 59

Field is required to bepopulated only for thoseschools which cannothave a blank field in thelast field of a record.

108 Total RecordLength


27/33


Pell Save End of Entry Edits

Edit # Database Field Name Condition Message

1000 PellStudent PaymentMethodology If Payment Methodology= 1 and AcademicCalendar = 1, 5, or 6

Academic Calendar mustbe 2 (Quarter), 3(Semester), or 4(Trimester) for PaymentMethodology 1 (Formula1)

1001 PellStudent

PaymentMethodology

If Payment Methodology= 2 and AcademicCalendar = 1, 5, or 6

Academic Calendar mustbe 2 (Quarter), 3(Semester), or 4(Trimester) for PaymentMethodology 2 (Formula

2)1002 PellStudent

PaymentMethodology

If Payment Methodology= 3 and AcademicCalendar = 5 or 6

Academic Calendar mustbe 1 (Credit Hour), 2(Quarter), 3 (Semester),or 4 (Trimester) forPayment Methodology 3(Formula 3)

1003 PellStudent

PaymentMethodology

If Payment Methodology= 4 and AcademicCalendar = 1, 2, 3, or 4

Academic Calendar mustbe 5 (Clock Hour) or 6(Credit Hour w/o Terms)for Payment Methodology

4 (Formula 4)1004 PellStudent

PaymentMethodology

If Payment Methodology= 5 and AcademicCalendar = 5

Academic Calendar mustbe 1 (Credit Hour), 2(Quarter), 3 (Semester), 4(Trimester), or 6 (CreditHour w/o Terms) forPayment Methodology 5(Formula 5)

1005 PellStudent

PaymentMethodology

If Payment Methodology= 1 and Weeks used tocalculate payment cannot

equal blank

Weeks used to calculatepayment must be blank for Payment Methodology

1 (Formula 1)


28/33


Pell Save End of Entry Edits (Continued)

Edit # Database Field Name Condition Message1006 Pell

Student

Payment

Methodology

If Payment Methodology

= 1 and Weeks inprogram academic yearcannot equal blank

Weeks in program

academic year must beblank for PaymentMethodology 1 (Formula1)

1007 PellStudent

PaymentMethodology

If Payment Methodology= 5 and EnrollmentStatus = 1, 2, or 5

Enrollment Status must be3 (Half Time) or 4 (Lessthan Time) for PaymentMethodology 5 (Formula5).

1100 PellStudent/

Institution

Weeks used tocalculate

Payment

If Payment Methodology= 2 and weeks used to

calculate payment > 29

Valid Range is 00-29when Payment

Methodology is 2(Formula 2)

1101 PellStudent

Weeks used tocalculatepayment

If Weeks used tocalculate payment >Weeks in ProgramAcademic Year

Weeks used to calculatepayment cannot exceedWeeks in ProgramAcademic Year

1102 PellStudent/ Institution

Weeks inProgramAcademic Year

If Payment Methodology= 2, 3, 4 or 5 and Weeksin Program AcademicYear is Blank and rangeis not between 30 and 78.

Valid range is 30 78when PaymentMethodology = 2(formula 2), 3 (formula3), 4 (formula 4), or 5

(formula) 5. See Setupand Entry change logs.


Weeks used tocalculatepayment

If Weeks used tocalculate payment isblank and Weeks inProgram Academic Yearis not blank

Both Weeks used tocalculate payment orWeeks in ProgramAcademic Year must beblank or both must havevalues.


Weeks inProgramAcademic Year

If Weeks in ProgramAcademic Year is blank and Weeks used to

calculate payment is notblank

Both Weeks used tocalculate payment orWeeks in Program

Academic Year must beblank or both must havevalues.


29/33




Student

Hours/Credits in

ProgramAcademic Year

If Hours/Credits in

Program Academic Yearis blank andHours/Credits Paid thisYear is not blank

Both Hours/Credits in

Program Academic Yearand Hours/Credits Paidthis Year must be blank orboth must have values

1107 PellStudent

Hours/CreditsPaid this Year

If Hours/Credits Paidthis Year is blank andHours/Credits inProgram Academic Yearis not blank

Both Hours/Credits inProgram Academic Yearand Hours/Credits Paidthis Year must be blank orboth must have values

1110 PellStudent

Hours/Credits inProgram

Academic Year

If Academic Calendar =5 and (Hours/Credits in

Program Academic Year< 900 or Hours/Creditsin Program AcademicYear > 3120)

Hours/Credits in ProgramAcademic Year has a

valid range of 0900 to3120 for AcademicCalendar 5 (Clock hour)

1111 PellStudent


If Academic Calendar =6 and (Hours/CreditsPaid this Year < 24 orHours/Credits Paid thisYear > 100)

Hours/Credits Paid thisYear has a valid range of 0024 to 0100 forAcademic Calendar 6(Credit Hour withoutterms)

1112 Pell

Student/ Institution

Hours/Credits in



= 1, 2, or 3 andHours/Credits inProgram Academic Yearis Non-Blank.

Field must be blank if

Payment Methodology =1 (Formula 1), 2 (Formula2), and 3 (Formula 3)


Hours/CreditsProgramAcademic Year

If Academic Calendar =1, 2, 3, 4 andHours/Credits inProgram Academic Yearis Non-Blank.

Hours/ credits in programacademic year must beblank when academiccalendar is not 5 (Clock hour) or 6 (Credit hourw/o terms)


30/33




Student/ Institution

Hours/Credits


If Academic Calendar =

6 and (Hours/Credits inProgram Academic Year< 24 or Hours/Credits inProgram Academic Year> 100)

Hours/Credits in Program

academic year field mustbe Greater than or Equalto 24 and Less than orEqual to 100.

1120 PellStudent


If Hours/Credits Paidfrom Year >Hours/Credits inProgram Academic Year

Hours/Credits Paid fromYear cannot exceedHours/Credits in ProgramAcademic Year

1121 PellStudent/

Institution


If Academic Calendar =1, 2, 3, 4 and

Hours/Credits Paid thisYear is Non-Blank.

Hours/ credits paid fromyear must be blank when

academic calendar is not5 (Clock hour) or 6(Credit hour w/o terms)

1200 PellStudent

Award Amountfor EntireSchool Year

If Payment Methodology= 1 and EnrollmentStatus = 1 orEnrollment Status = 2 orEnrollment Status = 3 orEnrollment Status = 4 orEnrollment Status = 5and Award Amount for

Entire School Year >Scheduled Federal PellGrant

Award amount exceedspayment amount ceiling

1205 PellStudent


If (PaymentMethodology = 2 or 3)and (Enrollment Status =1 or 5) or (EnrollmentStatus = 3) or(Enrollment Status = 2)or (Enrollment Status =4) and Award Amount

for Entire School Year >Total Payment Ceiling

Award Amount exceedspayment amount ceiling


31/33




Student

Award Amount

for EntireSchool Year


= 4 and Award Amountfor Entire School Year >Result of two formulasbelow

(Scheduled Federal PellGrant for EFC and COA* Weeks Used toCalculate Payment) / Weeks in ProgramAcademic Year

(Result of first formula *Hours/Credits Paid fromYear) / Hours/Credits inProgram Academic Year

Award Amount exceeds

payment amount ceiling

1210 PellStudent


If Payment Methodology= 5 and AcademicCalendar = 6 and AwardAmount for EntireSchool Year > Result of two formulas below

(Annual Pell Grantaward at half-time or lessthan 1/2-time * WeeksUsed to CalculatePayment) / Weeks inProgram Academic Year

(Result of first formula *Hours/Credits Paid fromYear) / Hours/Credits in

Program Academic Year

Award Amount exceedspayment amount ceiling


32/33




Student

Award Amount



= 5 and EnrollmentStatus = 2 or 5 andAcademic Calendar = 1,2, 3, or 4 and (AwardAmount for EntireSchool Year) > (Annualaward at half-time *Weeks Used to CalculatePell Student) / Weeks inProgram Academic Year


payment amount ceiling

1213 Pell

Student

Award Amount


If (Award Amount for

Entire School Year) >(Scheduled Federal PellGrant for EFC and COA* Eligibility Used %),where Eligibility Used %= 1.0000 (in decimal) -Total eligibility used atall OTHER attendedcampuses (in decimalform, with 4 positionsafter the decimal)


remaining eligibility

1300 PellStudent

VerificationStatus Code

If R is entered andtransaction = 01

Only transactions 02-99can be reprocessed

1301 PellStudent


If InstitutionalVerification Indicator =* and N is entered

Record has been selectedfor verification.Verification status codecannot be N (NotSelected)

1302 PellDisburse-ment


If W/OutDocumentation isentered

W Verification Status -student may only receive of the ScheduledAward Amount.

1400 PellStudent

EnrollmentStatus

If Payment Methodology= 4 (Formula 4) andEnrollment Status isNon-Blank.

Field must be blank forPayment Methodology 4(Formula 4).


33/33



Student

Award Amount


If award amount for

entire school yr < TotalDisbursement amount

Total Disbursement

Amount exceeds AwardAmount for entire schoolyear.

1520 PellDisburse-ment

DisbursementDate

If InstitutionDisbursement Optionfrom setup is Just in timeand current date is morethan 5 days prior to thedisbursement date.

Current date cannot bemore than 5 days prior tothe Disbursement date.

1530 PellDisburse-

ment

DisbursementDate

If InstitutionDisbursement Option

from setup is Advancedand current date is morethan 30 days prior to thedisbursement date.

Current date cannot bemore than 30 days prior to

the Disbursement date.

1535 PellStudent

EnrollmentStatus

If enrollment status isblank and PaymentMethodology is 1,2,3, or5 and AcademicCalendar is not equal to5 or 6.

Enrollment Status isrequired for PaymentMethodologies 1, 2, 3,and 5.

1540 Pell

Disburse-ment

Disbursement

Date

If Institution

Disbursement Optionfrom setup is CashMonitoring/Reimbursement and current date ismore than zero daysprior to the disbursementdate.

Current date cannot be

more than 0 days prior tothe Disbursement date.

description: tags: sec%203%20combo%20layouts

Documents

Transcript of description: tags: sec%203%20combo%20layouts