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Using Disbursement Roster to Originate and Disburse Federal Aid to COD
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Origination of federal awards
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).
Make sure to select ALL disbursements for a specific award together or COD will reject the award for missing disbursement information.
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.
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.
Once selected click "Export to COD Service" under the "Actions"
The system will then generate the file you can then save and upload to COD through EdConnect
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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Select the Federal Awards you wish to be disbursed and sent to COD that have been originated.
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.
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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If you attempt to Originate or Disburse and the award is missing either dates for the Academic Year or the Award Year, you will receive an export error. You can review if awards are missing these dates by scrolling to the far right on the disbursement roster page. If dates are missing you can manually add these dates on the Award Transaction Detail page. If you are missing Award Period (Loan Period) Dates or Payment Period dates for any disbursement; COD will reject the disbursements. The account that is logged in EdConnect to send the file(s) from EdConnect must have permission from FSA to send on behalf of the institution or the file will be rejected. Please contact your SAIG administrator or SAIG to verify your permissions with the Department of Education. |
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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Select the results desired to sent to Student Finder
Click Send Selected to Student Finder
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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