Hands-On COD ADVANCED

1. Session HO3 Hands-On COD ADVANCED Barbara Davis and Wood Mason | Nov.-Dec. 2017 U.S. Department of Education 2017 FSA Training Conference for Financial Aid Professionals

2. What’s new in COD? • Batch menu • Anticipated Disbursement Queue • Reports

3. Batch Menu What’s new? Individual Search buttons Select all or multiple years in both date range and SSN

4. 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 Accepted and rejected broken out By Student, Award, and Disbursement

5. And That’s Not All!!! School Name, Schema Version Filter by Program Type Total Awards and $ Total Disbursements and $ Total Rejects and $ Total Duplicates and $

6. Lots of Filtering Capability Added

7. Filter by Edit Type and Actuals Export to CSV

8. Reject Errors and Details Click on “rejected” Click on “edit details”

9. Applicant Search - ISIR data

10. 994 and 996 All the records in this batch Rejected for edit 996 $116,900.00 worth of disbursements

11. COD Technical Reference on ifap.ed.gov

12. 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

13. Overview of Changes

14. Edit 996

15. Practice time • Go to the Batch Menu and do 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

16. 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

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

18. Select up to 100 records to Batch

19. Select Records to Submit

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

21. Practice time • Go to the Batch Menu and select Anticipated Disbursement Queue • Search for past dated disbursements • Award Year 2017-18 by Program and through December 2017 • Note how many were reduced to $0 or should have been disbursed/reduced to $0 • Create a batch of records within 7 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

22. New COD Reporting Portal

23. COD Reporting Portal

24. School Report Search

25. Report Availability on the Report Portal

26. School Report Search: Filtering

27. Report Search: Results

28. Navigating Back to Home

29. 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

30. QUESTIONS? Barbara.davis@ed.gov 202-821-3953 Wood.mason@ed.gov 202-821-3951 codsupport@ed.gov