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

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

3. Key Points to Setup

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

5. Setup – Direct Loans

6. Setup – Direct Loans

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

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

9. Common Errors for All Awards

10. 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
Parents refuse to provide financial data A
Citizenship Status is not eligible for this award C
Reported cps transaction number does not
match cps transaction number B
Disbursement Date With Disbursement
Release Indicator Set to True Outside of
Allowable Window

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

12. Error 014 - Citizenship Status is not eligible for this award

13. Error 24 – Pell Grant Correction match cps transaction number

14. Error 24 – Teach Grant Correction

15. Error 24 – Direct Loans Correction

16. Error 51 – Pell Grant Correction match cps transaction number

17. Error 51 – Teach Grant Correction

18. Error 51 – Direct Loans Correction

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

20. Manual Change Flag on PLCD

21. Agreement to Serve (ATS) Error

22. 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

23. Missing/ Incorrect Parent Information For PLUS
Reject 016
Reject 017

24. 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.

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

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

27. Reject 117 – Incomplete Disbursement Information

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

29. 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.

30. CDMR – Missing Responses

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

32. What does this all mean?

33. Other Troubleshooting Aids
VDLF
CARR
PCRR
DCRR
PEVR

34. Additional Resources

35. Manuals and Documentation

36. Community Forums
- Use each other as resources

37. Questions?