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Session #HO2

Session #HO2. Hands-On COD Basics. Jennifer Pattison U.S. Department of Education 2018 FSA Training Conference for Financial Aid Professionals. November 2018. Common Origination and Disbursement (COD). Person menu searches Master Promissory Note (MPN), Counseling, and PLUS application

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Session #HO2

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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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