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 As of July 1, 2016, the Alberta Centennial Education Savings Plan Act has been repealed, and the changes related to the closure of the Alberta Centennial Education Savings (ACES) Plan provided in the DRAFT ITS 5.6 sent on August 4, 2015, are now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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