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TABLE OF CONTENTS

PELL GRANT (EDE) TECHNICAL REFERENCE

OVERVIEW....................................................................................................................O-1

Preface..........................................................................................................................O-1
Sources of Assistance....................................................................................................O-3
System Options.............................................................................................................O-8
Items to Consider in Choosing a System Option..........................................................O-9
PC Requirements........................................................................................................O-10
Interface Requirements...............................................................................................O-10
Interface with other ED-provided Software Systems on PC......................................O-11
Interface with other Software Systems on Campus....................................................O-11

INTRODUCTION.............................................................................................................I-1

RFMS Software..............................................................................................................I-1
Pell Authorization...........................................................................................................I-2
Origination Records........................................................................................................I-2
Origination Record Acknowledgment............................................................................I-3
RFMS Corrections.....................................................................................................I-3
Disbursement Records and Special Disbursement Records............................................I-4
Timing of Submissions....................................................................................................I-4
Acknowledgment Disbursement Record Items...............................................................I-5
Special Disbursement Records.......................................................................................I-5
Disbursement Record and Special Disbursement Record Acknowledgment..................I-5
RFMS Corrections.....................................................................................................I-6
Reporting Changes.....................................................................................................I-6
Changes to Origination Record Information..............................................................I-7
Changes to Disbursement Information.......................................................................I-7
Multiple Reporting Record.............................................................................................I-7
Requesting MRRs......................................................................................................I-8
Automatic MRRs........................................................................................................I-8
Potential Overaward...................................................................................................I-8
Concurrent Enrollment...............................................................................................I-8
Year-To-Date Records....................................................................................................I-9

CUSTOM LAYOUTS......................................................................................................1-1

Processing Pell Grant Data—Processing Cycles............................................................1-1


Pell Authorization..........................................................................................................1-1
Printing the ESOA.........................................................................................................1-2

C-5.2.7C Electronic Data Exchange (EDE) Pell Grant Technical Reference (1999-2000) January 26, 2000
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Origination Records.......................................................................................................1-2
Submitting Origination Records................................................................................1-2
Headers and Trailers...............................................................................................1-2
Construction..............................................................................................................1-3
Grant Batch Editing...................................................................................................1-4
Origination Record Batch Processing........................................................................1-4
Origination Acknowledgment Records......................................................................1-5
Disbursement Records (General Description)................................................................1-5
Regular Disbursement Record...................................................................................1-5
Special Disbursement Record....................................................................................1-5
Disbursement Acknowledgment Records..................................................................1-6
Special Disbursement Acknowledgment Records......................................................1-6
Data Request Records...................................................................................................1-6
Data Request Acknowledgment Records..................................................................1-6
Institution Data Records............................................................................................1-6
Multiple Reporting Records (General Description).......................................................1-6
MRR Process.............................................................................................................1-7
Requesting Multiple Reporting Records....................................................................1-7
Types of Multiple Reporting Records Produced by RFMS.......................................1-8
Potential Overaward Project (POP)...............................................................................1-8
Importing Data to Populate Databases..........................................................................1-9
Electronic Requests for RFMS Data Batches................................................................1-9
1999-2000 RFMS Record Layouts..............................................................................1-12

COMBINATION LAYOUTS...........................................................................................2-1

APPENDICES

APPENDIX A: GLOSSARY .........................................................................................A-1

APPENDIX B: ACRONYMS AND ABBREVIATIONS...............................................B-1

APPENDIX C: ESOA PRINT FORMAT AND SPECIFICATIONS..........................................C-1

APPENDIX D: EDIT CODES AND MESSAGES ....................................................................D-1

C-5.2.7C Electronic Data Exchange (EDE) Pell Grant Technical Reference (1999-2000) January 26, 2000
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