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COD Basics: Hands-On Training for Financial Aid Professionals

Join us for a hands-on session on the Common Origination and Disbursement (COD) system. Learn how to navigate COD, search for aid recipients, access resources, and process disbursements. Gain practical experience through interactive exercises.

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COD Basics: Hands-On Training for Financial Aid Professionals

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  1. Session HO2 Hands-On COD BASICS Barbara Davis and Wood Mason | Nov.-Dec. 2017 U.S. Department of Education 2017 FSA Training Conference for Financial Aid Professionals

  2. Around COD in 90 Minutes Common Origination and Disbursement (COD) • Welcome! • Let’s meet the aid recipient (Person Menu) • School time • What’s in a batch?

  3. COD Welcome Page Menu Bar COD News Additional Resources

  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… Reports

  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 under publications • Find the Edit section and look up Edit 55 • Raise your hand when you have both answers

  10. Let’s Meet the …Person Menu • Searching for Multiple • results • Counseling • MPNs/ATS • PLUS applications • Searching for Single • results • Person • Credit check • Applicant search • Servicer • Default

  11. Searching for Multiples: Ad Hoc Reporting • Counseling • Search by SSN, or by School Date Range up to 7 days and by Counseling Type or by All Types • Master Promissory Notes (MPN)/Agreement To Serve (ATS) • Search by SSN, by MPN or ATS ID, Name or by School up to 90-day date range • PLUS applications • PLUS loans are available for parents and graduate level students • Search by PLUS App ID, Student or PLUS name/SSN or by School Date Range up to 7 days

  12. MPN/ATS Search • Search by SSN or MPN ID • School Date Range up to 3 • months finds both linked and • unlinked

  13. MPN Search Results Exported: CSV

  14. Searching For Singles • Applicant Data • Award Information • Counseling • MPN • Credit • Servicer • Default status

  15. Applicant Search - ISIR data

  16. Person Information

  17. Person: All Awards

  18. Direct Loan and Pell: Award Detail

  19. Disbursement Data

  20. Practice Time • Log into COD • Search for either your school’s Promissory Notes, Counseling or PLUS Applications • Collect or save one SSN and then search for that Person and 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

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

  22. School Menu: Options

  23. School Menu: Funding Information

  24. Balance Confirmation & Request Reopen/Extended Processing

  25. File Share Messages Click on the File Share to download.

  26. Practice Time • Log into COD • Search for your school • Locate your Options for web responses for both Pell and Direct Loans • Locate the File Share message for your school and download it; be prepared to share the message • Raise your hand when you have both

  27. Batch Menu • Search for your • Batches • Anticipated Disbursement • Queue • Report Requests

  28. 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

  29. 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.

  30. Report Requests: Pell and TEACH • Delivered to school’s Student Aid Internet Gateway (SAIG) Mailbox • May request • 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)

  31. 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

  32. 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 program to see if you have any pending disbursements for all programs in the month for January 2018 • Raise your hand when you have a number of records for both searches

  33. QUESTIONS? Barbara.davis@ed.govWood.mason@ed.govcodsupport@ed.gov

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