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Session # C-23

Session # C-23. Cod Grants Hands-on Barbara Davis Wood Mason. What Does a “Pro” Need to Know . Research/Resolve edit code rejects Access reports FAA’s perspective on cash management TEACH/ATS. New!. Research/Resolve Rejects. Why is it important to fix edit code rejects?

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Session # C-23

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  1. Session # C-23 Cod Grants Hands-on Barbara Davis Wood Mason

  2. What Does a “Pro” Need to Know • Research/Resolve edit code rejects • Access reports • FAA’s perspective on cash management • TEACH/ATS New!

  3. Research/Resolve Rejects • Why is it important to fix edit code rejects? • More efficient processing • Avoid hitting duplicate rejects • Better cash flow • Easier reconciliation • Where do I find a list of rejects and how to fix them?

  4. COD Technical Reference: Volume II Section 4-Edit Codes

  5. Two Reject Research Methods • Date range batch level rejects • Edit 134 (ACG) • Searching by specific student • Student history • Edit 24 (Pell)

  6. Batch Search: Date Range 60 day range

  7. Batch Search Results

  8. Batch Detail Summary

  9. Viewing Reject Reasons

  10. Summary of Batch Level Edit Reject Research • Select Batch Menu • Enter in date range search • Click on batch • Filter by program/status • Click on word reject • Refer to student record • Make corrections as necessary

  11. Summary of Student level Edit Reject Research • Select Batch Menu • Enter in SSN and award year or choose all • Review history to see when rejects first started occurring • Click on word reject • Correct either award,disbursement or identifiers

  12. “Pro” Practice Time • Log into COD • Choose batch menu • Perform SSN or Date range search • Research and resolve a specific reject code • Or… • Use the COD CBT New and Improved

  13. COD CBT- New Format! • Locating Grant Information • Managing School Information • Using COD Search • Updating and Creating Records • Working with Batches • Edits

  14. COD CBT – New Format! • Working the Action Queue • Grant Reports • Requesting Data • ACG, SMART, TEACH • ATS

  15. Accessing COD Reports • Services tab • Same log in ID as COD • Separate database • Can have both COD and reports open at same time • Must log off each separately • Use the CBT Grants Reports • Accessing reports on the web

  16. Services Menu: Grant Reports

  17. “Pro” Practice Time • Practice by logging in and looking at a POP or verification report for your school • Or… continue with the Grants report CBT to explore all reports available: Pell, ACG and SMART

  18. Cash Management • What’s an FAA supposed to do?? • Check Cash screens to see if funds have been drawn to support disbursements • Read only view in G5

  19. Funding Information

  20. State University Cash Activity • Printer Friendly • Net Draws • Cash>Accepted and Posted Disbursements

  21. G5 Award Activity Report

  22. State University Yearly Totals

  23. “Pro” Practice Time • Log on to COD and visit your school’s cash screens • What was your initial CFL for 0809 CFL? • Are you currently substantiated for all programs? • COD CBT lesson

  24. Teach Grant/Agreement to Serve (ATS) • IFAP • Final Regulation http://www.ifap.ed.gov/fregisters/FR06232008TEACH.html • DCL: Gen 08-01; Gen 08-07 • EA:06/04/08, 06/19/08,06/20/08, 06/27/08,07/28/08

  25. TEACH and COD • ATS completion • Viewing the ATS • TEACH batches

  26. HTTPS://teach-ats.ed.gov

  27. TEACH Batches

  28. 40

  29. Contact Information We appreciate your feedback and comments. We can be reached at: Barbara.davis@ed.gov Wood.mason@ed.gov

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