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Efficient COD Basics Training Guide

Explore hands-on practice sessions on mastering COD processes like searching, reporting, and disbursements. Stay updated with the latest resources and navigate through key functionalities for enhancing financial aid processing.

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Efficient COD Basics Training Guide

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  1. Session #HO2 Hands-On COD Basics Jennifer Pattison U.S. Department of Education 2018 FSA Training Conference for Financial Aid Professionals November 2018

  2. Common Origination and Disbursement (COD) • Person menu searches • Master Promissory Note (MPN), Counseling, and PLUS application • Individual person search data • School data • School Options, Funding and Close out • Batch menu • Anticipated disbursement queue • Batch searches • Reports

  3. COD Welcome Page

  4. Contact Us

  5. COD Resources

  6. COD Processing Update

  7. COD Technical Reference on ifap.ed.gov

  8. COD Technical Reference • Volume 1 • Getting Started, What’s New, COD Overview • Volume 2 • Implementation Guide, Common Record Layout, Edits • Volume 6 • Appendices-Funding Methods, XML Examples • And my favorite Section 8

  9. Practice Time • Log into COD • Locate the COD Processing Update • What is the latest news at the top of the page? • Log into ifap.ed.gov • Locate the COD Technical Reference • Find the Edits section and look up edit 055 • Raise your hand when you have both answers

  10. Person Menu • Searching for Multiple • results • Counseling • MPNs/Agreement to Serve (ATS) • PLUS applications • Searching for Single • results • Person • Credit check • Applicant search • Servicer • Default

  11. Searching for Multiples: Ad Hoc Reporting • Counseling • Search by Social Security Number (SSN) (up to 10) • Search by School Date Range (up to 7 days), and by Counseling type or all types

  12. Counseling Search results exported to comma-separated values (CSV) format

  13. Searching for Multiples: Ad Hoc Reporting • Master Promissory Note (MPN)/Agreement to Serve (ATS) • Search by SSN • MPN or ATS ID • School Date Range (up to 90 days)

  14. MPN Search Results • Subsidized/Unsubsidized= M • Graduate or Parent PLUS= N • Linked/Unlinked

  15. MPN Search results exported to CSV

  16. Searching for Multiples: Ad Hoc Reporting • PLUS Application • PLUS loans are available for parents and graduate level students • Search by PLUS Application ID • Student or Parent SSN/Name • School Date Range (up to 7 days)

  17. PLUS Application exported to CSV

  18. Searching for Singles • Applicant Data • Award Information • Credit • Servicer • Default Status

  19. Applicant Search-ISIR Data

  20. Person Information

  21. Person: All Awards

  22. Direct Loan and Pell: Award Detail

  23. Disbursement Data

  24. Credit Check

  25. Borrower/Servicer Relationship • Awards • Attending School • Servicer Name • Booked Date • Date Relationship Established

  26. Default Status

  27. Practice Time • Log into COD • Search for either your school’s Promissory Notes, Counseling, or PLUS Applications • Collect or save one SSN and search for that Person. Look at the information specific to them • Raise your hand when you have found both an MPN or Counseling AND a loan or grant with an actual disbursement date

  28. School Menu • School Summary • Options • Funding Information • Balance Confirmation • Reopen/Extended Processing • File Share/Messages

  29. School Menu: Options

  30. School Menu: Funding Information

  31. Balance Confirmation & Reopen/Extended Processing

  32. Practice Time • Log into COD • Search for your school • Locate your Options for web responses for both Pell and Direct Loans • For Direct Loans, do you participate in the PLUS Application? If so, what are your schools participation date ranges? • Raise your hand when you have both

  33. Batch Menu • Search for: • Batches for your School • Anticipated Disbursement Queue • Report Requests

  34. Batch Searches Document Types AC--TEACH Annual CounselingAT--Agreement to ServeBN--Booking NotificationCS--Credit StatusEC--Direct Loan CounselingND--Negative DisbursementPN--Promissory NotePS--Payment to ServicingSP--PLUS Application AcknowledgementRS--Common Record batch received from schoolWB--Web Initiated batch

  35. Anticipated Disbursement Queue Search by ID, Award Year, Program Type, Disbursement Date Range, Disbursement Status, Disbursement Amount greater than or equal to $0, and then release up to 100.

  36. Report Requests: Pell and TEACH • Delivered to school’s Student Aid Internet Gateway (SAIG) Mailbox • Reports that can be requested: • Electronic Statement of Account (ESOA) • Multiple Reporting Record (MRR) • Reconciliation File* • Pell POP report** • Year to Date Record (YTD)* • Verification Status Report • *Report readers available • **Potential Over Award Project (POP)

  37. Report Requests: SAS Disbursement Detail On-Demand • Sent to school’s SAIG • mailbox • Available for Pell, Direct Loan • and TEACH • Month to Date, Year to Date • and Date Range

  38. Practice Time • Log into COD • Navigate to the Anticipated Disbursement Queue • Search by program to see if you have any pending disbursements in the past • Search by all programs to see if you have any pending disbursements for January 2019 • Raise your hand when you have a number of records for both searches

  39. Additional Resources Federal Student Aid E-Training FSA E-Training is pleased to announce our newest training for navigating the COD system.  Previously, FSA posted similar training, called "COD Computer Based Training (CBT)" on IFAP. • Login to the E-training website at https://fsatraining.info/login • Navigate to the Main Menu bar. Select “Systems Training” > COD Training > then select the Getting Started with COD Program Icon

  40. Questions and Answers Jennifer.Pattison@ed.gov codsupport@ed.gov

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