Release Notes: Item 1104-02

2011-2012 COD Reporting (with User Guide changes)

This release item provides the modules required for federal reporting of 2011-12 Pell grants, TEACH grants and Direct loans, along with 2011-12 Federal Grant Year-to-Date Reconciliation. The current DL fee and rebate rates have been extended to 2011-12; the programming reflects our assumption that the 2010-11 rates will become permanent. The 2011-12 export programs produce XML files compliant with schema 3.0d.

As well, per client request, we have modified both the Federal Grant Export and Direct Loan Export to transmit the student’s first name, middle initial and address in all transactions. (While these fields were documented as optional, COD has been returning errors, and complications for users, when these "optional" fields are suppressed.) As a result, the loan export data records described by WFDLE12D and the grant export data records described by WFFLE12D are lengthened by 95 bytes; import record lengths are unaffected.

Implementation Notes

• This item is required at all client sites, but may already have been implemented at some institutions. Please verify your source code.
• Load the new and updated modules from the SYSTRANS file in the attached zip file.
  • WFDISBSN
  • WFDLA12B
  • WFDLE12B
  • WFDLE12D
  • WFDLI12B
  • WFDLI12D
  • WFDLN12B
  • WFFLA12B
  • WFFLE12B
  • WFFLE12D
  • WFFLI12B
  • WFFLI12D
  • WFFLR12B
  • WFFLYTDB
  • WFISW12D
  • WFISW12E
  • WFLNFEEE
  • WFPER12N
  • WFPEY12B
  • WFTCR12N
  • WFTCY12B
  Or, alternatively, you may apply changes manually to the modules WFDISBSN, WFFLYTDB and WFLNFEEE. The year-specific modules (WFxxx12x) must be loaded from the SYSTRANS file.
• Modify JCL in the Federal Grant Export jobs WFFLREXJ and WFFLEXPJ for 2011-12 to accommodate increased record length of 436 (Work File 2). Modify JCL in the Direct Loan Export jobs WFDLNEXJ and WFDLEXPJ for 2011-12 to accommodate increased record length of 908 (Work File 2).
• Print the changed pages and User Guide update instructions in the zip file.
• No other modules are affected, and no other modules need to be compiled.

Source Changes: WFDISBSN

     002630                  IF ##AID-YEAR = '2010'
     002635                    COMPUTE #LOAN-FEE = #DIFF-RT(#SUBT) * .015
     002640                    COMPUTE #LOAN-COM = #DIFF-RT(#SUBT) * .005
     002645                  ELSE
del->002650                  IF ##AID-YEAR = '2011'
add->                        IF ##AID-YEAR GE '2011'
     002655                    COMPUTE #LOAN-FEE = #DIFF-RT(#SUBT) * .010
     002660                    COMPUTE #LOAN-COM = #DIFF-RT(#SUBT) * .005
     002665                  ELSE
     002670                   RESET #LOAN-COM
     002675                   COMPUTE #LOAN-FEE = #DIFF-RT(#SUBT) * .03
     002680                   IF ##AID-YEAR > '2001'
     002685                     COMPUTE #LOAN-COM = #DIFF-RT(#SUBT) * .015
     002690                   END-IF
     002695                  END-IF

     003470                  IF ##AID-YEAR = '2010'
     003475                    COMPUTE #LOAN-FEE = #DIFF-FY(#SUBF) * .015
     003480                    COMPUTE #LOAN-COM = #DIFF-FY(#SUBF) * .005
     003485                  ELSE
del->003490                  IF ##AID-YEAR = '2011'
add->                        IF ##AID-YEAR GE '2011'
     003495                    COMPUTE #LOAN-FEE = #DIFF-FY(#SUBF) * .010
     003500                    COMPUTE #LOAN-COM = #DIFF-FY(#SUBF) * .005
     003505                  ELSE
     003510                   RESET #LOAN-COM
     003515                   COMPUTE #LOAN-FEE = #DIFF-FY(#SUBF) * .03
     003520                   IF ##AID-YEAR > '2001'
     003525                     COMPUTE #LOAN-COM = #DIFF-FY(#SUBF) * .015
     003530                   END-IF
     003535                  END-IF

Source Changes: WFFLYTDB

     000990 * Pell YTD
     001000   COMPRESS 'WFPEY' #INPUT-AID-YY 'B' INTO #FETCH-PROGRAM LEAVING NO
     001010   FETCH RETURN #FETCH-PROGRAM
     001020 *
     001030 * ACG YTD
add->         IF #INPUT-AID-YEAR < ’2012’
ind->001040     COMPRESS 'WFACY' #INPUT-AID-YY 'B' INTO #FETCH-PROGRAM LEAVING NO
ind->001050     FETCH RETURN #FETCH-PROGRAM
add->         END-IF
     001060 *
     001070 * SMART YTD
add->         IF #INPUT-AID-YEAR < ’2012’
ind->001080     COMPRESS 'WFSMY' #INPUT-AID-YY 'B' INTO #FETCH-PROGRAM LEAVING NO
ind->001090     FETCH RETURN #FETCH-PROGRAM
add->         END-IF
     001100 *
     001110 * TEACH YTD
     001120   COMPRESS 'WFTCY' #INPUT-AID-YY 'B' INTO #FETCH-PROGRAM LEAVING NO
     001130   FETCH RETURN #FETCH-PROGRAM

Source Changes: WFLNFEEE

     000310 ***********************************************************************
     000320 DEFINE SUBROUTINE COMPUTE-LOAN-FEES
     000330 ***********************************************************************
     000340 *
     000350   IF WFLOAPPD.WF-LA-TYPE = 'A' OR
     000360      WFLOAPPD.WF-LA-R-TYPE = 'P'
     000370     ASSIGN #HOLD-RATE = .04
     000380   ELSE
     000390     ASSIGN #HOLD-RATE = .03
     000400     IF WFLOAPPD.WF-LA-TYPE = 'D'
     000410       IF ##AID-YEAR = '2008'
     000420         ASSIGN #HOLD-RATE = .025
     000430       ELSE
     000440         IF ##AID-YEAR = '2009'
     000450           ASSIGN #HOLD-RATE = .02
     000460         ELSE
     000470           IF ##AID-YEAR = '2010'
     000480             ASSIGN #HOLD-RATE = .015
     000490           ELSE
del->000500             IF ##AID-YEAR = '2011'
add->                   IF ##AID-YEAR GE '2011'
     000510               ASSIGN #HOLD-RATE = .01
     000520             END-IF
     000530           END-IF
     000540         END-IF
     000550       END-IF
     000560     END-IF
     000570   END-IF
     000580   IF WFLOAPPD.WF-LA-TYPE = 'D'
     000590     IF WFLOAPPD.WF-AID-YEAR > '2001'
     000600       ASSIGN #HOLD-REBATE = .015
     000610       IF WFLOAPPD.WF-AID-YEAR = '2010' AND
     000620          WFLOAPPD.WF-LA-R-TYPE NE 'P'
     000630         ASSIGN #HOLD-REBATE = .01
     000640       ELSE     
del->000650         IF WFLOAPPD.WF-AID-YEAR = '2011' AND
add->               IF WFLOAPPD.WF-AID-YEAR GE '2011' AND
     000660            WFLOAPPD.WF-LA-R-TYPE NE 'P'
     000670           ASSIGN #HOLD-REBATE = .005
     000680         END-IF
     000690       END-IF
     000700     END-IF
     000710     ASSIGN #HOLD-RR = #HOLD-RATE - #HOLD-REBATE
     000720   END-IF