Page Comparison

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1. Navigate to Financials > F/A Disbursement Roster

2. Click Expand Filters to set search criteria or Click Browse to upload a list of student ID numbers then click Add Ids to filter and optionally set further criteria

3. Click Submit

Saving of filters is also supported by typing in a name and clicking the save filter option at the bottom.

Using Disbursement Roster to Originate and Disburse Federal Aid to COD

Origination of federal awards

1. Select Federal Awards you wish to be originated and sent to COD using the filters to query the list of students and awards. (Generally on origination you will want to select all disbursements for a specific award, to load them into a COD batch together).

2. Make sure to select ALL disbursements for a specific award together or COD will reject the award for missing disbursement information.

   1. You can make sure to include all disbursements of an award by marking the “Include Matching Disbursements” checkbox; this checkbox ensures that all disbursements are included in the export file if an unselected disbursement is not yet originated, provisional, disbursed or in a current exported status.

   2. By checking the “Validate MPN/Counseling” box the system will check all selected students/awards if there is a valid MPN and/or entrance counseling on file for the students in the Campus Cafe system.

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3. Once selected click "Export to COD Service" under the "Actions"
   

   

4. The system will then generate the file you can then save and upload to COD through EdConnect

5. Once received by COD and processed COD will send a response file to upload to COD Documents to check for any rejections.

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1. Select the Federal Awards you wish to be disbursed and sent to COD that have been originated. 

2. Once selected, Click "Mark Selected Provisionally released (COD)" to provisionally mark the awards with the Disbursed/"Released" COD Flag.

   

   Then click "Export to COD Service" under the "Actions" to generate the Disbursement file to send to COD.

   

3. Once received by COD and processed COD will send a response file to upload to COD Documents to check for any rejections. 

Using the Student Finder to More Precisely filter Disbursement Roster

Users can use the Student Finder to Create Saved Filters to pull specific groupings of students by any criteria that is needed.  Some examples would be to create filters by enrolled students, or by GPA equal to or greater than 2.0 for meeting SAP.  Instructions on how to use the finder and save filters please visit 'Student Finder'.  

Once a finder has been run that is showing the wanted listing of students, the user can click the "To F/A Disbursements" button which will send those Student ID's to the Disbursement Roster filter automatically to only show the disbursements for those selected students.

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1. Select the results desired to sent to Student Finder

2. Click Send Selected to Student Finder

   

3. ID's from the Disbursement Roster will now be loaded into the Student Finder Filter to use.

Add Tracking to Results

Adding tracking to the results assigns an activity to the selected students and initiates the workflows associated with that activity. For example, an activity might send an email for aid that has been disbursed. Refer to Disbursement Notifications for configuration and details.

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After origination of a loan award and the COD response is upload through the F/A COD Documents page, if a student has completed the informed borrower annual loan acknowledgement, the completion date is shown in the disbursement roster grid.

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Once imported a user can filter disbursements by if the Informed Borrower has been completed or by completion date.

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Notes on COD 5.0b Schema Export Logic:

For COD Exports using schema 5.0b for the new FAFSA simplification, both Enrollment Status codes (which uses the Degree Part Time code) and Enrollment Intensity are included.

• For student’s not enrolled in courses or if a part time code is missing from a student’s degree record the Enrollment Status will be set to “F” full time status.

• If a student is not enrolled in courses, and the Degree Part Time code is set, the following Part Time codes will fill in the enrollment intensity with the following values to correlate with the default values in the FSA Handbook:

  • F = 100

  • Q = 75

  • H = 50

  • L = 25

• For Clock Hour programs, awards are already prorated by the program clock hour rates and are automatically marked with the “F” Enrollment Status code.