1. 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

2. 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

3. Exporting Data to CSV Person- MPN/ATS, Applicant, Servicer School- refunds of cash, cash activity Batch- batch, batch detail, and action queue 3

4. Borrower Servicer Relationship to CSV 4

5. Exporting data to CSV- cash activity 5

6. 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. 6

7. Export Batch to CSV 7

8. Export Batch Details to CSV 8

9. Action queue to CSV Want to make sure you have zeroed out/disbursed all disbursements prior to end of award year? 9

10. Action queue to CSV 10

11. Action queue, CSV continued NameSSN School Enrollmen t CodeProg. Award YearDisb. No.Seq. No.Disb. Amt.Disb. DateStatus Davis, B#####111100123400DLSUB'14-'15201$1,732.0010/19/2015Pending Davis, B#####111400123400DLUNSUB'14-'15201$1,326.0010/19/2015Pending Davis, B#####111600123400DLUNSUB'14-'15201$2,220.0010/19/2015Pending Add filter Note all 958 records in One spreadsheet Voila!!!! Zero pending disbursements all removed 11

12. 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 ( and ) have been adjusted to include only those payment periods (terms) for which the borrower received and retained an actual disbursement Academic year dates ( and ) 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 12

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15. School Funding History Report University of Life Long Learning 15

16. Funding History Report School Funding History Report School ID:Program Type: DIRECT LOAN Award Year: 2015-16 Date of TransactionAuthorization (CFL) Adjustment Drawdowns/Paym ents 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 Available Balance:$54,717,150.00 16

17. “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 17

18. COD Self-Help Reports File Share/Messages Incident query Chat!!!!!!! 18

19. Accessing your school’s DL reports 19

20. Accessing your school’s Pell reports 20

21. COD School Monitoring Report Placed in School Pell and DL news box weekly Unsubstantiated cash Number of Pell POPS On time reporting 21

22. File Share and Messages 22

23. File Share and Messages Community College Pell 13-14 141028-000000 Community College 23

24. COD Self-Help 24 Please pay attention to COD News messages

25. COD Customer Support View the status of cases you have opened. Create new Support cases. 25 Click on blue hyperlink of case number for more details.

26. View Case Details Add comments Submit Supporting information 26

27. FAQ’s 27

28. 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 Zone 1-800-557-7394 28

29. “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 29

30. PLUS Credit Requirements Met New tag Confirms that all credit related requirements have been met and the PLUS loan can be disbursed An approved endorser or approved appeal PLUS Counseling has been completed Sent in the Common Record response (Doc Type RS), a StudentLoans.gov PLUS Request response (Doc Type SP), and a failed COD Web credit check (Doc Type WB) Will also be sent in the new system-generated Credit Status response (Doc Type CS) “Credit requirements met” does NOT mean that other eligibility requirements, i.e., a linked MPN, appropriate enrollment status, etc. have been met 30

31. 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 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 31

32. 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? 32

33. System Generated Responses 33

34. SP system generated document 34

35. CS system generated document 35

36. Person/Direct PLUS loan 36

37. “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 37

38. QUESTIONS? 38 Wood Mason 770-383-9662 Wood.mason@ed.gov Barbara Davis 678-721-4452 Barbara.davis@ed.gov