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Summary: Procedures for Requesting Pell Grant Year-to-Date Record

Publication Date: September 19, 2005

Author: G. Kay Jacks, General Manager, FSA Application, School Eligibility and Delivery Services

Summary: Procedures for Requesting Pell Grant Year-to-Date Record

Posted on 09-19-2005

The Pell Grant Year-to-Date (YTD) Record is available to schools as they complete both the year-end and ongoing reconciliation processes. The YTD Record contains detailed origination, disbursement, and summary information at a transaction level and can be requested for one given student or for all Pell Grant recipients at a school. The YTD Record also can be used by a school to rebuild a complete student record or Pell Grant database. Due to a design issue in the Common Origination and Disbursement (COD) System affecting non financial transactions (for example, award date but not award amount), the YTD Record may not completely rebuild the student record. For this reason, we have implemented different procedures for requesting a YTD Record depending on the purpose of the YTD Record request.

Continuing Procedure for Requesting a YTD Record for the Purpose of Reconciliation

A school can request the YTD Record on the COD Web site, www.cod.ed.gov, or by submitting the batch data request for the appropriate award year message class (PGRQxxIN) to the COD System via the Student Aid Internet Gateway (SAIG). The school will then receive a data request acknowledgement and the requested report in the corresponding award year message class (PGYRxxOP) via SAIG.

New Procedure for Requesting a YTD Record for the Purpose of Rebuilding a Student Record or Pell Grant Database

If a school wants to use the YTD Record for the purpose of rebuilding a complete student record or Pell Grant database, it should contact the COD School Relations Center by e-mail to CODSupport@acs-inc.com. The school should include "Pell YTD" in the subject line.

Note: If a school is unable to e-mail its request, it can contact the COD School Relations Center at the phone number provided under "Contact Information" below.

Following receipt of the school's request, the COD School Relations Center will initiate a YTD Record and inform the school that it has done so. At this point, we will send a YTD record to the school's SAIG mailbox (Message Class PGYRxxOP); however, the school must not use the YTD Record for rebuild purposes until the COD School Relations Center informs the school that it is okay to do so. We will check the YTD Record to ensure its accuracy for rebuild purposes. The COD School Relations Center will notify the school upon completion of this quality check whether the school may rely on the information or must wait for us to send a revised and complete YTD Record.

Contact Information
If you have any questions about this announcement, contact the COD School Relations Center at 800/4PGRANT. You may also e-mail CODSupport@acs-inc.com.