Barbara Davis and Wood Mason| December 2015

U.S. Department of Education

2015 FSA Training Conference for Financial Aid Professionals

COD Hands-On

Session 13

How to get data out of COD, of course!!•Exporting data to CSV•Authorization history report•Self-Help, i.e. reports, data requests, file share•PLUS loan requirements

What Does a COD Expert Need to Know?

2

Exporting Data to CSV• Person- MPN/ATS, Applicant, Servicer• School- refunds of cash, cash activity• Batch- batch, batch detail, and action queue

3

Borrower Servicer Relationship to CSV

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Exporting data to CSV- cash activity

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Cash Activity in CSV

Help:To view the data vertically, with the date fields as rows, select the entire worksheet and copy/paste into a new worksheet using the Transpose feature.

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Export Batch to CSV

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Export Batch Details to CSV

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Action queue to CSV

Want to make sure you have zeroed out/disbursed all disbursements prior to end of award year?

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Action queue to CSV

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Action queue, CSV continued

Name SSN

School Enrollment Code Prog.

Award Year Disb. No. Seq. No. Disb. Amt. Disb. Date Status

Davis, B #####1111 00123400 DLSUB '14-'15 2 01 $1,732.00 10/19/2015 PendingDavis, B #####1114 00123400 DLUNSUB '14-'15 2 01 $1,326.00 10/19/2015 PendingDavis, B #####1116 00123400 DLUNSUB '14-'15 2 01 $2,220.00 10/19/2015 Pending

Add filterNote all958 records in One spreadsheet

Voila!!!! Zero pending disbursements all removed

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SULA updates reminder

• All pending Direct Loan disbursements were reduced to zero• All loan amounts equal the total amounts disbursed• The borrower’s correct enrollment status (at the time of each actual disbursement)

was reported• Loan period dates (<FinancialAwardBeginDate> and <FinancialAwardEndDate>)

have been adjusted to include only those payment periods (terms) for which the borrower received and retained an actual disbursement

• Academic year dates (<AcademicYearBeginDate> and <AcademicYearEndDate>) reflect the defined length of a program’s academic year, and the dates were adjusted, when or if appropriate

09/25/15, 150% Direct Subsidized Loan Limit: Electronic Announcement #19

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13

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School Funding History Report

University of Life Long Learning

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Funding History ReportSchool Funding History Report

School ID: Program Type: DIRECT LOANAward Year: 2015-16

Date of Transaction Authorization (CFL) AdjustmentDrawdowns/Payments

Returns of Cash

Drawdown Adjustments

Refunds of Cash

Drawdown Offsets

Unprocessed Deobligation

9/28/2015 $58,717,622.00

8/18/2015 $19,980,393.00

6/15/2015 $117,971,666.00

4/1/2015 $15,443,499.00

Totals: $133,415,165.00 $78,698,015.00 $0.00 $0.00 $0.00 $0.00 $0.00

Available Balance: $54,717,150.00

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“Pro” Practice Time• Log into COD and practice exporting data to CSV

Or• Locate your school’s Funding info screen for different programs and award years and export to Excel

Or• Practice with the COD CBT-Managing School Information or Working with Batches

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COD Self-Help

• Reports• File Share/Messages• Incident query• Chat!!!!!!!

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Accessing your school’s DL reports

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Accessing your school’s Pell reports

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COD School Monitoring Report

• Placed in School Pell and DL news box weekly• Unsubstantiated cash• Number of Pell POPS• On time reporting

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File Share and Messages

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File Share and Messages

Community College Pell 13-14

141028-000000

Community College

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COD Self-Help

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Please pay attention to COD News messages

COD Customer Support

View the statusof cases you have opened.

Create new Support cases.

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Click on blue hyperlink of case number for more details.

View Case Details

Add comments

Submit Supportinginformation

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FAQ’s

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Chat for Schools!!!!

• Reach via contact us, either black bar, or support menu

Chat with a Representative!

Chat and Phone Support Hours:Monday-Friday:

8:00 a.m. to 11:00 p.m. Eastern Time Zone1-800-557-7394

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“Pro” Practice Time• If you are sharing a computer with a colleague from

your school• Log into COD and practice accessing your school’s reports via the

services menu• Check to see if you have any file share messages posted• View your school’s cases via the Support menu

• Or Use the COD CBT- Direct Loan, Pell or TEACH reports

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PLUS Credit Requirements Met

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PLUS credit requirements met, cont.• Credit status (CS) system generated responses

• Sent with the intent to keep the school “in the loop” on a borrower that may be in the process of “resolving” his or her denied credit decision

Sent on approval or denial of an endorser/appeal Sent when special PLUS Counseling is completed Will include the <CreditRequirementsMet> tag

• Contains additional information pertinent to the PLUS Loan including, but not limited to…

Original Credit Decision Credit Decision Expiration Date Endorser Amount Endorser Code

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PLUS credit requirements met, cont.• The new “Credit Requirements Met” should be your focus…

• You can’t disburse on the PLUS Loan until this is true• If this field remains FALSE for any length of time check for other

information in the system-generated response (Doc Type CS) Is the credit decision pended? Identifier information has to be resolved Has he or she submitted a credit appeal? What is the status of the appeal? Has he or she secured an endorser and has that endorser been denied or

accepted? Is PLUS Counseling complete?

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System Generated Responses

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SP system generated document

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CS system generated document

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Person/Direct PLUS loan

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“Pro” Practice Time• If you are sharing a computer with a colleague from

your school• Log into COD and practice locating PLUS requirements met

• COD batch search- SP and CS response types

• Check student specific information from the Person/Award menu

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QUESTIONS?

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Wood Mason770-383-9662

Wood.mason@ed.gov

Barbara Davis678-721-4452

Barbara.davis@ed.gov