COA College Financing Plan Guide
Use this workbook to map Cost of Attendance (COA) item types from your COA.csv workbook to defined COA categories within the College Financing Plan (CFP).
Overview
When rendering the CFP, the COA Items display appropriately using this workbook. Student Self-Service uses the configured CFP Category per COA item via a <Location> tag included at the Item Title level on the Financial Plan Outbound (FPO) message to determine where to display the COA Item in the CFP.
Workbook Description
The file name for this workbook is COA_CFP.csv.
- Field Name.
- Column: Spreadsheet column associated with the field.
- Required?: Denote if you're required to populate the field or not.
- Field Type and Accepted Values:
- String: These are usually alphanumeric.
- Integer: Numeric, a whole number.
- Double: Numeric with places to the right of the decimal.
- Enumeration: List of values.
- Boolean: True or False, Yes or No.
- Groovy script: A logical query using groovy script.
- Date: yyyy-mm-dd format.
- Description.
Field Name | Column | Required? | Field Type and Accepted Values | Description |
COA Item Title | A | N |
String Alphanumeric ASCII text, up to 255 characters. |
Use the appropriate Item Title defined in the COA.csv. |
Aid Year | B | Y |
String Alphanumeric ASCII text, up to 225 characters. Aid Years may be concatenated using the '~' (tilde) delimiter. |
Format: CCYY-CCYY Example Values:
|
College Financing Plan Category | C | N |
String Alphanumeric ASCII text, up to 4,000 characters. Values are:
|
Categories used in the CFP as determined by ED. |
Location | D | N |
Enumeration
|
Determines where the COA Item is displayed on the CFP. Note: The On and Off values should only be used
for the Food and Housing COA_Item_Titles. If used for another
COA_Item_Title, then that item's value will be displayed
incorrectly on the CFP. |
Understanding How the Baseline Configuration Works
The baseline configuration maps the Item Types for COA.csv to the College Financing Category:
- Books = Books and Supplies
- Personal Miscellaneous = Other Education Costs
- Resource Fee = Tuition and Fees
- Room and Board = Housing and Food
- Transportation Costs = Transportation
- Tuition = Tuition and Fees