1. Roberta Johnson Interim Director Iowa State University
Common Origination and Disbursement
A First Year School’s Story
Roberta Johnson Interim Director Iowa State University

2. Enrollment: 27,898 Pell recipients: 5,412 Stafford recipients: 14,550
Iowa State University
Enrollment: 27,898
Pell recipients: 5,412
Stafford recipients: 14,550

3. A history of firsts. . .
First school to participate in electronic Pell
First school to participate in electronic transmissions with the MDE
First Iowa school to develop electronic FFEL transmissions and EFT
First year Direct Loan participant
Access America participant
First year COD participant

4. Technology concerns Difficulty with file specifications
Examples not clear
Initially files sent with wrong XML just vanished; now a response is sent
Changing of tag names: files came back with tags
School use field has disappeared

5. Technology concerns
One record vs. multiple records has caused some problems
Difficult for school to identify where the problem may be due to lack of flow chart
COD web site invaluable in reviewing data although not always consistent

6. Technology concerns
Upgrade conversions
Testing
Customer service

7. Origination concerns
Electronic signatures: signatures didn’t always link to loans
No confirmation to borrower that electronic signature received/processed
Credit check concerns
Missing paper promissory notes
Customer service

8. Reconciliation concerns
Have to call to request Pell cumulative file
Receive Direct Loan monthly detail, no cumulative file
No SL-732 report
Many unknowns as we haven’t closed out
Customer service

9. Customer service concerns
Customer service representatives don’t understand “big picture”
Customer service representatives don’t have authority to fix the problem
Issues fall off the list without resolution
No follow-up
School does all the work

10. Suggestions for improvement
Functionality of web site
Allow schools to check status of issues via web
Send s to schools as issues are resolved
Send s to students to confirm receipt of e-MPN
TEST, TEST, TEST

11. Questions