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Session #HO3

Jennifer Pattison from the U.S. Department of Education presents helpful tools for financial aid professionals at the FSA Training Conference. Learn about the Campus-Based System, batch menu, anticipated disbursement queue, reports, and more.

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Session #HO3

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  1. Session #HO3 Hands On-COD ADVANCED Jennifer Pattison U.S. Department of Education 2018 FSA Training Conference for Financial Aid Professionals November 2018

  2. Useful Tools in Common Origination & Disbursement (COD) • Campus-Based System • Batch Menu • Anticipated Disbursement Queue • Reports

  3. Campus-Based Resources • Campus-Based Programs Submission Deadlines and Funding Schedule • Useful Links • Useful Documents

  4. Campus-Based System

  5. Fiscal Operations Report and Application to Participate (FISAP) FISAP Dashboard • Access current and prior year FISAPs • Begin, edit, and submit data • Download and print PDF’s

  6. Self Service Notifications • Access official notifications such as: • Tentative and final funding worksheets • Statements of Account • Waiver notifications

  7. Self Service Submission Log • Confirm electronic submission of the FISAP or other Campus-Based forms • Verify if mailed signature page(s) were received by the Call Center

  8. School Information Demographics Update Financial Aid Administrator information to immediately receive Campus-Based email notices Note: Schools are also required to make this update on their Program Participation Agreement (PPA).

  9. Practice Time • Locate the Campus-Based Programs Submission Deadlines and Funding Schedule • When is the tentative 2019-20 Award’s deadline? Raise your hand when have the answer

  10. Batch Menu • What’s new? • Individual Search buttons • Select all or multiple years in both date range and Social Security Number (SSN)

  11. 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

  12. And That’s Not All!!! • School Name • Schema Version • Filter by Program Type • Total Awards and dollar amount • Total Disbursements and dollar amount • Total Rejects and dollar amount • Total Duplicates and dollar amount

  13. Lots of Filtering Capability

  14. Filter by Edit Type and Actuals

  15. Record Errors and Details Click on “Rejected” Click on “Edit Details”

  16. Applicant Search-Institutional Student Information Record (ISIR) Data

  17. Edit 996 • All the records in this batch rejected for edit 996 • $116,900.00 worth of disbursements

  18. COD Technical Reference on ifap.ed.gov

  19. 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

  20. Overview of Changes

  21. Edit 996

  22. Practice Time • Go to the Batch Menu and conduct a Date Range search for your school’s batches • Find a batch with rejected data and filter by Edit Type and/or Actual (true) Disbursements • What is the $ amount of the rejects and name one edit and description you found • If you have no rejected data in any batches, then identify the number of records in the batch and the actual disbursements $ amount Raise your hand when have the answers

  23. Anticipated Disbursement Queue • Search by: • Entity ID • Award Year • Program Type • Award Year • Disbursement Date Range • Disbursement Status • All, pending or active • Disbursement Amount • >$0 • =$0 • All disbursement amounts

  24. Anticipated Disbursement Queue • Two primary uses • Conduct a search for past dated records which should have been reduced to $0 or were reduced to $0 and should not have been. • Conduct a future dated search to select records to submit as actual disbursements.

  25. Select up to 100 Records to Batch

  26. Select Records to Submit

  27. Voila! A Batch! • Batch ID • Rejects and Warnings • Total Disbursement Amount

  28. Practice Time • Go to the Batch Menu and select Anticipated Disbursement Queue • Search for past dated disbursements • Award Year 2018-19 by Program and through December 2018 • Note how many were reduced to $0 or should have been disbursed/reduced to $0 • Create a batch of records within seven days of today’s date • Go up to the step where you are ready to submit and then return to disbursement list – What was the dollar amount of your batch? Raise your hand when have the answers

  29. COD Reporting Portal

  30. COD Reporting Portal

  31. School Report Search

  32. Report Availability on the Report Portal Soon to be renamed “Discrepant Loan Data”

  33. School Report Search-Filtering and Results Search Filters Search Results

  34. Navigating Back Home

  35. Practice Time • Go to the Services Menu • Use the School Report Search • Find a Direct Loan Actual Disbursement Report • Find a Pell Grant Report of your choice Raise your hand when have downloaded and opened them both

  36. 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

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

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