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Recent Changes and New Year Setup in COD System

Updates on recent changes in the COD system and information about the upcoming New Year Award Setup for the 2017-2018 award year.

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Recent Changes and New Year Setup in COD System

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  1. Session 11 COD System Update Wood Mason | Nov-Dec. 2016 U.S. Department of Education 2016 FSA Training Conference for Financial Aid Professionals

  2. The Common Origination & Disbursement System (COD) 2

  3. Presenter Wood Mason U.S. Department of Education Federal Student Aid Atlanta, GA 770-383-9662 (office) 202-821-3951 (cell) wood.mason@ed.gov

  4. Agenda • Recent changes of significance • New Year Award Setup (NAYS) for Award Year 2017-2018 • Spring Release • COD “wish list” for award year 2017-2018...

  5. Recent Changes… Autumn 2016 COD Release 15.2 October 28-30, 2016

  6. Recent Changes… • COD Release 15.2 on October 30, 2016 • Enrollment Date and Payment Period Start Date fields will no longer be “correcting” fields and valid date range expansion for Grants • TEACH Grant Website Integration with StudentLoans.gov (SLD) Website • MOST TEACH Grant functions • Exit Counseling still resides on the NSLDS Website • SLG now allows access via mobile devices

  7. Recent Changes… • COD modified Edit Code #046 – Incorrect Academic Year Dates • Will trigger when submitted Academic Year Start/End dates don’t span/include at least 26 weeks • Award Year 2016-2017 and forward

  8. Recent Changes… • COD modified Edit Code #205 – Payment Period Start Date is outside the award Start/End Dates • Won’t trigger on a $0 disbursementthat has a Payment Period Start Date OUTSIDE the loan period regardless of whether the disbursement date remains INSIDEOR OUTSIDE the loan period

  9. Recent Changes… • New CODDirect Loan CORRECTING Edit Code #219 - Award Amount was greater than the sum of the Disbursement Amount(s); Correction Applied • Will CORRECT an award amount down to equal the sum of the actual and anticipated disbursement • On a maintenance submission when the loan amount exceeds the sum of the disbursements • On NEWLY submitted Award Year 2016-2017 and forward awards

  10. Recent Changes… • New Warning Edit Code #220 - The disbursement has an amount of $0 and a payment period start date (PPSD) within the loan period • Will trigger at the award level when the award begin and/or end date is changed so a disbursement reduced to $0 has a PPSD that remains inside the loan period • Will trigger at the disbursement level when a disbursement is reduced to $0 but the PPSD remains inside the loan period • Award Year 2014-2015 and forward

  11. Recent Changes… Speaking of Sula... • We’re still seeing... • No reduction of remaining anticipated disbursements to $0 • No reduction of the loan period when required • No reduction of the loan amount to match the amount disbursed • Mis-reported academic year start/end date • Award start/end dates match academic year start/end dates

  12. Recent Changes… COD returns a borrower’s default status when a PLUS Request is completed via SLG • A Parent borrower no longer “self-certifies” • COD uses information from NSLDS to determine default status • COD returns a “default status” on the SP Response • “Y” = the borrower is in default • “N” = the borrower is not in default • “E” = unable to determine if the borrower is not in default

  13. Recent Changes… COD loaded revised Subsidized, Unsubsidized, and PLUS eMPNs • The new expiration date is April 30, 2019 • Schools that still use the paper MPN should begin using the new document as soon as is possible Please consult Electronic Announcement – Additional COD Implementation Planned for October 28-30, 2016 • Posted to ifap.ed.gov on October 18, 2016 (Updated October 24, 2016)

  14. Coming to a PC near you... New Award Year Setup

  15. New Award Year Setup • On the horizon... • In the Spring of 2017 COD will implement the New Award Year Setup (NAYS) for Award Year (AY) 2017-2018 • Scheduled for March 24-26, 2017 • FSA plans to implement several changes to COD for AY 2017-2018 • KEEP IN MIND...some planned enhancements could be modified, delayed, or even wind up on the “wish we could have” list...

  16. New Award Year Setup… • The NAYS for AY 2017-2018 will include a new COD Schema • Version 4.0c • All AY 2017 – 2018 award data MUST be transmitted to COD using the new schema 4.0c • COD will continue 100% XML Schema Validation

  17. New Award Year Setup… • COD will enforce strict 100% Common Record XML Schema Validation • If the incoming batch fails 100% XML Schema validation the batch will NOT be processed • Batch Level Reject • COD will return Reject Edit #210 • COD will no longer return Warning Edit #211

  18. New Award Year Setup… • All COD Common Record responses to submitted AY 2017-2018 award data will be generated using the XML Schema Version 4.0c • All Web Activity responses for ALL AYs will be generated using XML Schema 4.0c • All system-generated responses for ALL AYs will be generated using XML Schema 4.0c

  19. New Award Year Setup… • System-Generated responses for Grants • Pell Grant Program • Negative Disbursement (Doc Type ND) • TEACH Grant Program • Agreement To Serve (Doc Type AT) • Booking (Doc Type BN) • Counseling (Doc Type AC)

  20. New Award Year Setup… • System-generated responses for the Direct Loan Program include... • Counseling (Doc Type EC) • Entrance • Financial Awareness • PLUS • Exit • Credit Status (Doc Type CS) • Master Promissory Note (Doc Type PN)

  21. New Award Year Setup… • System-generated responses for the Direct Loan Program include... • Payment to Servicer (Doc Type PS) • Direct PLUS Request (Doc Type SP) • Subsidized Usage Change (Doc Type SU) • Origination Fee Change (Doc Type OF) • Booking (Doc Type BN)

  22. New Award Year Setup… • Schema Version 4.0c moves existing tags and valid values from the Common Record award block to the disbursement block for all programs • Supports Gainful Employment (GE) reporting requirements • Adds new tags to the disbursement block that are reserved for future use • Requires modification of a handful of COD edits

  23. Schema 4.0c

  24. Schema 4.0c

  25. Schema 4.0c

  26. Modified Edits Edit #202 - Cannot submit more than one tag for Published Program Length • Will be triggered at the disbursementlevel on Pell/Iraq & Afghanistan Service Grants, TEACH Grants, and Direct Loan for AY 2017-2018 and forward • For 2016-2017 and prior, the edit will continue to trigger at the award level for Direct Loan only

  27. Modified Edits Edit #203 – Incorrect Special Program Submitted • Will be triggered at the disbursementlevel for TEACH Grant and Direct Loan awards for AY 2017-2018 and forward • During maintenance may trigger at the award level for <StudentLevelCode> for TEACH Grant and Direct Loan when a modification conflicts with the <SpecialPrograms> in an associated existing/submitted disbursement(s) • For 2016-2017 and prior, the edit will continue to trigger at the award level for Direct Loan only

  28. Modified Edits • Edit #204 – Incorrect Program CIP Code Submitted • Will be triggered for Pell/Iraq & Afghanistan Service Grants at the disbursement level for 2017-2018 and forward • Will continue to trigger for TEACH Grant and Direct Loan at the disbursement level for all award years

  29. Modified Edits • Edit #208 – Incorrect Student Level Code Submitted • Will trigger at the disbursement level for both TEACH Grant and Direct Loan for 2017-2018 and forward • Triggers at the award level during maintenance when a Student Level Code field modification conflicts with a Program Credential Level Code set in an associated existing/submitted disbursement(s) for 2017-2018 and forward • Continues to trigger at the award level for Direct Loan for 2016-2017 and prior

  30. Modified Edits • Edit #209 – Invalid Value Submitted for Weeks Programs Academic Year • Will be triggered for Pell/Iraq & Afghanistan Service Grants, TEACH Grant, and Direct Loan at the disbursement level for AY 2017-2018 and forward • For AY 2016-2017 and prior, Edit #209 will continue to be applied at the award level for Direct Loan

  31. Modified Edits Edit #994 – Missing Values • Will trigger at the disbursement level for ALL program types for 2017-2018 and forward • <PublishedPgmLength> • <WeeksProgramsAcademicYear> • <ProgramCredentialLevel> • <EnrollmentStatus>* • <ProgramCIPCode>* * Newly required for Pell Grant/Iraq & Afghanistan Service Grant

  32. Modified Edits Edit #994 – Missing Values • Will continueto trigger at the award level for Direct Loan for 2016-2017 • <PublishedPgmLength> • <WeeksProgramsAcademicYear> • <ProgramCredentialLevel>

  33. Modified Edits Edit #996 – Invalid Value • Triggers at the disbursement level for ALL program types for AY 2017-2018 and forward for the following “Big 5” • <PublishedPgmLengthYears>* • <PublishedPgmLengthMonths>* • <PublishedPgmLengthWeeks> • <SpecialPrograms> • <ProgramCredentialLevel *Outside the value 0-99.999

  34. Modified Edits • Edit #996 – Invalid Value • Will continue to trigger at the award level for Direct Loan for 2016-2017 and prior for the “Big 5” • Will be enhanced to prevent submitting the “Big 5” in the Direct Loan award block for 2017-2018 and forward • Will be enhanced to prevent submitting the “Big 5” in the disbursement block for ALL program types for AY 2016-2017 and prior

  35. Modified Edits • Edit #996 – Invalid Value • <EnrollmentStatus> tag will now trigger for Pell Grant disbursements for 2017-2018 and forward

  36. Pell Grant School Account Statement COD plans to generate and send to schools a “School Account Statement” (SAS) for the Pell Grant Program • A new report and reconciliation tool for AY 2017-2018 and forward • All Pell Grant disbursement and cash data in one report! • Generated the first full weekend of each month • Delivered to your SAIG Mailbox • Comma Delimited w/Headers format • Easily opened in “Spreadsheet” software, i.e., Excel

  37. Pell Grant School Account Statement • The Pell Grant SAS will contain Monthly and/or Year-To-Date data (depending on your settings) in three sections • Pell Grant Cash Summary • Pell Grant Cash Detail • Pell Grant Award Level Disbursement Summary • Or • Pell Grant Disbursement Level Detail • For more information, refer to the 2017-2018 COD Technical Reference, Volume VI, Section 8 (available November 2016)

  38. Pell Grant School Account Statement COD plans to provide a “SAS Disbursement Detail on Demand” report for the Pell Grant Program • AY 2017-2018 and forward • Request via the Report Requests screen on the COD Web • Comma Delimited w/Headers format only • Report Activity Type provides three options • Year-to-Date • Monthly • Date Range

  39. New COD “Login” Protocol • COD “Login” authentication will be moved to the Access & Identity Management System (AIMS) • AY 2017-2018 and forward • COD will display a “login” button that shall redirect the user to the AIMS login page • User will enter User ID, Password, and Two-Factor Authentication value on the AIMS login page • Existing COD Web usernames and passwords (AIMS IDs) will remain valid

  40. On The Horizon... • Enhance COD Web batch searches to include additional student and batch level criteria • Implement an Origination & Disbursement and Applicant Web demonstration site • Provide StudentLoans.gov users with “self-service” functionality • For example: A user can look up the status of an appeal

  41. New ED Policy • ED recently announced plans to restore Pell Grant eligibility for eligible students who were unable to complete their program because of the closure of their institution AY 2017-2018 and forward • Ed is still exploring the operational changes to implement • The plan is to ensure all eligible students at or near their lifetime limit will see this change automatically • Includes students whose institution MIGHT close going forward

  42. “Expanded” Direct Loan Origination Tool • FSA is currently working on an “expansion” to the Direct Loan Origination Tool (DLOT) that will allow the processing of Grant Programs awards alongside Direct Loan awards • The “Online Financial Aid Processing System” • OFAPS for short • Allows more schools to take advantage of online processing • Implemented as a “Beta” version for testing with the upcoming Award Year 2017-2018 COD release

  43. Resources

  44. COD Publications • COD Technical Reference for Award Year 2015 – 2016 • COD Technical Reference for Award Year 2016 – 2017 • COD Technical Reference (Draft) for Award Year 2017-2018 Resources • COD School Relations Center (8AM-11PM ET) • Phone...1-800-848-0978 (D/L) • Phone…1-800-474-7268 (Grants) • Phone…1-800-557-7394 (Student Loan Support Center) • Email…CODSupport@ed.gov • COD Publications • COD Technical Reference for Award Year 2015-2016 • COD Technical Reference for Award Year 2016-2017 • COD Technical Reference for Award Year 2017-2018

  45. Resources Other Resources • Federal Loan School Support Team (FLSST) • Email dlops@ed.gov • Research & Customer Care Center • 1-800-433-7327 • Ifap.ed.gov • Dear Colleague Letters • Electronic Announcements • StudentAid.ed.gov

  46. Additional Sessions of Interest Session #5...Title IV Reconciliation Tools & Tips Session #12...COD Hands-On Session #15...150% Direct Subsidized Loan Limits

  47. QUESTIONS?

  48. Presenter Wood Mason U.S. Department of Education Federal Student Aid Atlanta, GA 770-383-9662 (office) 202-821-3951 (cell) wood.mason@ed.gov

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