Notice #685 – CESP Interface Transaction Standards, Version 5.7
Official title: Notice #685 – CESP Interface Transaction Standards, Version 5.7
Information bulletin
- Number:
- CESP/PCEE-2016/17-001-685
- Date:
- August 15, 2016
- Subject:
- CESP Interface Transaction Standards, Version 5.7
Purpose
This Information Bulletin details changes to the CESP Interface Transaction Standards (ITS), version 5.7 dated July 1, 2016. The revised version reflects changes to the eligibility criteria for the British Columbia Training and Education Savings Grant (BCTESG), the closure of the Alberta Centennial Education Savings (ACES) Plan, and the validation of the given name field as per the one-name beneficiary notice #677 sent on June 16, 2016.
CESP ITS version 5.7 changes
Note: ACES plan closure, previously sent on August 4, 2015, notice #634 for DRAFT ITS 5.6, remain unchanged. These requirements are included in the table below along with the other ITS revisions.
| Section | Action | Description |
|---|---|---|
| 1 Background to ITS version 5.7 | Add |
On February 16, 2016, the Government of British Columbia announced that it was extending the eligibility criteria for the British Columbia Training and Education Savings Grant (BCTESG) to children born on or after January 1, 2006. The application commencement date for the children born in 2006 is August 15, 2016. ITS version 5.7 adds the required logic to the previous ITS version to implement the change to the BCTESG as described above. As of July 1, 2016, the Alberta Centennial Education Savings Plan Act has been repealed, and the changes related to the closure of the Alberta Centennial Education Savings (ACES) Plan provided in the DRAFT ITS 5.6 sent on August 4, 2015, are now considered final. |
| Various sections | Remove | Removed references to ACES Plan grants (Alberta Grants) or transaction type 25. |
| 4.4 Transaction Type “25” – Request for Alberta Grant Payment | Remove | Transaction Type 25 – Request for Alberta Grant Payment. Senders must provide the RESP details of a beneficiary on a Transaction Type 25 – Request for Alberta Grant Payment. Transactions are processed on a first come, first served basis as in Transaction Type 24. Alberta Grant Requests will not receive payment if they have a transaction date earlier than three years when compared to the date sent in the Header Record (001) of the file due to the tardiness of the transaction. |
| 7.5 Record Type “200” – Beneficiary / Subscriber Information | Add | If the Beneficiary or Subscriber only has one name this field can be left blank or populated with a period ( . ), hyphen ( - ) or underscore ( _ ) in the notes section. |
| 7.5. 1 Type 200” Validation Rules | Remove | 7005 - Mandatory field from the Given Name field. |
| 7.6 Record Type “400” – Financial Transaction | Remove | Transaction type 25 – Request for Alberta Grant Payment. |
| 7.6 Record Type “400” – Financial Transaction | Add | Type 25 is discontinued in the notes section. |
| 7.6 Record Type “400” – Financial Transaction | Discontinue | Alberta Grant Amount Alberta Grant EAP Amount Alberta Grant Province |
| 7.6.1 Type “400” Validation Rules | Remove | 7035 - Transaction Date must be on or after January 1, 2005, if Transaction Type is 25. Transaction Date must be on or after January 1, 2005 if Transaction Type is 19, 21, 22 or 23 and Alberta Grant Amount is greater than zero. Transaction Date must be on or after January 1, 2005 if Transaction Type is 13 and Alberta Grant EAP Amount is greater than zero. |
| 7.6.1 Type “400” Validation Rules | Remove | 1009 - Specimen Plan must be approved for Alberta Grant if Transaction Type is 13 and EAP Alberta Grant Amount is greater than zero. The Specimen Plan must be approved for Alberta Grant if Transaction Type is 19, 21, 22 or 23 and Alberta Grant Amount is greater than zero. |
| 7.6.1 Type “400” Validation Rules | Remove | 1009 - Specimen Plan must be approved for Alberta Grant if Transaction Type is 25. |
| 7.6.1 Type “400” Validation Rules | Discontinue | Alberta Grant Amount Alberta Grant EAP Amount Alberta Grant Province |
| 7.8.1.1 Type “411-40” Validation Rules | Update | 7042 - Beneficiary date of birth must be on or after January 1, 2006. |
| 7.13 Record Types “900”, “910” and “911” – Transaction Processing Report | Remove | K – $100 Contribution not met. |
| 7.13 Record Types “900”, “910” and “911” – Transaction Processing Report | Discontinue | Alberta Grant Amount Alberta Grant Province |
| Appendix A – Transaction Error Codes | Update | 7042 - Beneficiary date of birth must be on or after January 1, 2006. |
| Appendix A – Transaction Error Codes | Remove | 1009 - Specimen Plan is not approved for Alberta Grants. |
| Appendix A – Refusal Reasons | Remove | K - $100 Contribution not met. |
| Appendix D – RT400 Data Elements | Remove | EAP Alberta Grant Amount Alberta Grant Province Alberta Grant |
Contact us
Questions on this Information Bulletin should be directed to the Canada Education Savings Program by e-mail at cesp-pcee@hrsdc-rhdcc.gc.ca or by calling 1-888-276-3624. Our hours of operation are from 8 a.m. to 5 p.m. Eastern Time.
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