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Validation Logic
Step through each question to determine the export validation outcome for a specific Pell record. Answer based on the record you are evaluating.
Award Year
Record Type
WPE Checkbox
CIP Mode
T&F Config
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Scenario Matrix
All scenarios at a glance. Color indicates export outcome. Hover rows to highlight.
| # | Scenario | 2026-27+ | DRI=false? | WPE Checked? | Seq 2+? | CIP Mode | T&F Value | Outcome |
|---|---|---|---|---|---|---|---|---|
| 1 | Prior award year (2025-26 or earlier) | No | -- | -- | -- | -- | -- | Skip - Normal Pell |
| 2a | Orig / Re-orig - WPE not checked | Yes | Yes | No | N/A | -- | -- | Skip T&F - Normal |
| 2b | Orig / Re-orig - WPE checked, T&F configured | Yes | Yes | Yes | N/A | Any | Valid ($0.01+) | EXPORT w/ WPTF |
| 2c | Orig / Re-orig - WPE checked, T&F missing | Yes | Yes | Yes | N/A | Any | Blank / $0 | Export Validation |
| 3 | Disbursement Seq 1 - WPE not checked | Yes | No | No | No | -- | -- | Skip T&F - Normal |
| 4 | Disbursement Seq 2+ (any subsequent adjustment) | Yes | No | N/A | Yes | Any | Stored from last accepted | EXPORT - Stored |
| 5 | Disbursement Seq 1 - Single CIP, T&F valid | Yes | No | Yes | No | Single | Primary valid | EXPORT w/ WPTF |
| 6 | Disbursement Seq 1 - Single CIP, T&F missing | Yes | No | Yes | No | Single | Primary blank/$0 | Export Validation |
| 7 | Disbursement Seq 1 - Multi CIP, all nodes valid | Yes | No | Yes | No | Multiple | All nodes valid | EXPORT - All nodes |
| 8 | Disbursement Seq 1 - Multi CIP, partial nodes valid | Yes | No | Yes | No | Multiple | Some valid, some blank | EXPORT - Partial |
| 9 | Disbursement Seq 1 - Multi CIP, no nodes valid | Yes | No | Yes | No | Multiple | All nodes blank/$0 | Export Validation |
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Tag Quick Facts
Side-by-side comparison of the two Workforce Pell tags in Schema 5.0d.
WorkforcePellEligible
<WorkforcePellEligible>
Direction
Import only - COD sends to us
Schema
COD Common Record 5.0d
Award Year
2026-27 and forward
Record Level
Award-level (Pell award block)
Data Type
Boolean (true / false)
Occurrences
1 per award response
Student Core PBI
2697126
Regulatory PBI
2695335 (import) / 2695813 (Auto COD)
COD sends when
First time true for award year; any time value changes. Any response type.
COD edit
N/A (import only)
Student field
Checkbox on Pell Grant award form. User-editable.
WorkforcePellTuitionAndFees
<WorkforcePellTuitionAndFees>
Direction
Export only - we send to COD
Schema
COD Common Record 5.0d
Award Year
2026-27 and forward (Reject Edit 996 if prior year)
Record Level
CIP node block (all record types)
Data Type
SmallCurrencyType: $0.01 - $999,999.99, 2 decimal places. Zero is invalid.
Occurrences
Up to 3 per record (one per CIP node)
Student Core PBI
2693035
Regulatory PBI
2690996 (export)
School sends when
WPE checkbox checked on any origination, re-origination, or disbursement export. T&F must be configured in Program Version.
COD edit
Warning Edit 230 if WPE=true but T&F absent. System validates before sending.
Config location
Config - Financial Aid - Program Version - Workforce Pell T&F tab
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Key Rules
Scannable rule cards. These are the authoritative behavioral rules encoded in PBI 2690996.
What Triggers the T&F Export?
- The Workforce Pell Eligible checkbox on the Pell Grant award form is the sole trigger. No program-level config check. No stored COD value checked.
- Checkbox is user-editable. COD import updates it; user can also check or uncheck manually.
- System reads the current state of the checkbox at time of export.
- Applies to all export types: originations, re-originations, disbursements, and export by disbursement batch. No carve-out.
Where Does the T&F Amount Come From?
- New record (origination, re-orig, or Seq 1 disbursement): Config - Financial Aid - Program Version - Workforce Pell Tuition and Fees tab. Configured per award year.
- Valid range: $0.01 to $999,999.99. Zero, blank, and missing are all invalid when WPE is checked.
- Single total full-time full-year direct cost per CIP node. Not broken into line items.
- Subsequent adjustment (DRI=true Seq 2+): Use stored value from most recent accepted disbursement sequence. Do NOT re-query Program Version config.
Exception and Validation Rules
- Exception name (exact): "Workforce Pell Tuition and Fees Not Found"
- Applies to ALL record types when WPE is checked: originations, re-originations, and disbursements (Seq 1). No carve-out.
- Single CIP: Triggered when WPE is checked and primary CIP node T&F is missing or $0. Record flagged for export validation.
- Multiple CIP: Exception only when no CIP node has valid T&F. At least one node valid = export (other nodes export without the tag).
- COD Warning Edit 230 fires if T&F absent when WPE=true. System validates before sending to prevent this at source.
- DRI=true Seq 2+: no exception check. T&F was validated at Seq 1.
Single vs. Multiple CIP Mode
- Single CIP (Settings > System > General > COD Export CIP Codes 2 and 3 disabled): Only the primary/default enrollment is evaluated. All non-primary nodes are ignored entirely.
- Multiple CIP (Settings > System > General > COD Export CIP Codes 2 and 3 enabled): Each node (up to 3) is evaluated independently for T&F.
- Multiple CIP: T&F found for a node - include
<WorkforcePellTuitionAndFees>in that node block. T&F missing - skip tag for that node only; node block still exports. - Schema 5.0d supports up to 3
<WorkforcePellTuitionAndFees>occurrences per record (one per CIP node).
Adjustment and DRI Rules
- DRI=false covers originations and re-originations. DRI=true covers all disbursement releases.
- DRI=true Sequence 1 = first disbursement release. Sequence 2+ = subsequent adjustments.
- Seq 2+ path: Skip WPE checkbox check entirely. Use stored T&F values from most recently accepted disbursement sequence. No exception check.
- Do NOT re-query Program Version config for Seq 2+ records. Stored values are trusted as-is.
- Applies even if the student transferred programs since the original disbursement.
Award Year Guard
- All WPTF logic is 2026-27 only.
- For 2025-26 or prior: normal Pell export. WPTF tag does not apply.
- Reject Edit 996 fires if WPTF is included in a record for award year 2025-26 or earlier. System must prevent this.
- Schools do not need to wait for COD to return a WPE=true response to know a student is in a Workforce Pell eligible program. Schools identify these students and mark the FPS transaction prior to originating or disbursing.