The Ins and Outs of COD Processing FA27999 Chido Murandu – Technical Analyst, Datatel, Inc. Heather Ruland – Director of Financial Aid, Becker College

Agenda Key Points for Setup Common errors for all awards Pell and Teach Specific Errors Direct Lending Specific Errors Troubleshooting Tips Questions

Key Points to Setup

Setup – All COD Awards Workflow JAVA Version ID locations VAL Codes Award Categories AEC Rules GEC Rules

Setup – Direct Loans

Setup – Direct Loans

MPN Status Rule Transmittal Rules - TA.MPN.STATUS Query to create savedlist for MPN’s - TA.POTENTIAL.MPN.STATUS

Plus Loans – Parent Records Required Fields Name Address SSN Date of Birth

Common Errors for All Awards

Common COD Errors A - Override the citizenship on the FMSI form. Run the CODE process. B - Zero out the (offending) disbursement. Create a new disbursement with a valid date and transmit the new disbursement. Resubmit through the CODE process. C - Check for the transaction number submitted. Override the transaction number. Run the CODE process. D - Add the Unsub Dependency Override code to student's files D 300 Parents refuse to provide financial data A 014 Citizenship Status is not eligible for this award C 024 Reported cps transaction number does not match cps transaction number B 051 Disbursement Date With Disbursement Release Indicator Set to True Outside of Allowable Window

Error 300 - Add the Unsub Dependency override code to student's files

Error 014 - Citizenship Status is not eligible for this award

Error 24 – Pell Grant Correction match cps transaction number

Error 24 – Teach Grant Correction

Error 24 – Direct Loans Correction

Error 51 – Pell Grant Correction match cps transaction number

Error 51 – Teach Grant Correction

Error 51 – Direct Loans Correction

Common Errors – Pell and Teach Manual Change Flag on PLCD Agreement to Serve (ATS) Error

Manual Change Flag on PLCD

Agreement to Serve (ATS) Error

Common Errors for Direct Loans Missing Parent data for PLUS loan 150 – Incorrect Grade Level for PLUS 039 – Incorrect Award amount 117 Reject 141 Reject Troubleshooting Tools

Missing/ Incorrect Parent Information For PLUS Reject 016 Reject 017

Resolving Missing Parent Information for PLUS Enter Parent’s ID here Resolving Missing Parent Information for PLUS Enter the Parent Information in CORE and then add the Colleague ID to DLAN in the Parent field.

Reject 150 – Incorrect PLUS Grade Level Enter the correct Student Grade Level

Resolving the 039 Reject Review Student Grade Level on DLAN Review Award Amount for Grade Level

Reject 117 – Incomplete Disbursement Information

Reject 141- Disbursement Information Loan Period Starts AFTER 7/1/11 1st Anticipated Disb Date AFTER 7/1/11

Reject 141 – Interest Fees and Rebate Originate & Disburse before 7/1/2011 - If you are not sure you can disburse before 7/1/2011 DO NOT originate the awards until AFTER 7/1/2011.

CDMR – Missing Responses

How Often to run CDMR? AFTER running DOEI to import responses from the department. Frequency? Specify the award type. Enter an input saved list

What does this all mean?

Other Troubleshooting Aids VDLF CARR PCRR DCRR PEVR

Additional Resources

Manuals and Documentation

Community Forums - Use each other as resources

Questions?