COD & Packaging Settings for Campuses

You can use the COD & Packaging tab to configure identification codes that may have been assigned to your school by divisions of the U.S. Department of Education. They are required if your school participates in Title IV student financial aid programs.

You can also configure the School Code, Pell ID, or Federal School Code listed on the school's ECAR (Eligibility and Certification Approval Report).

Prerequisites

You must have System - Settings - Campuses - Manage authorization.

To edit an item associated with more than one campus, you must have access to all the campuses. For example, if the item is configured to be available at three campuses and you only have access to two of the campuses, you can view the item but cannot edit it. When you add an item, you can only select campuses to which you have access.

You should be familiar with:

Access Method

COD & Packaging tab (Select the Settings tile > expand System > select Campuses > select the name of an existing campus on the list or select the New button, specify the required information, and Save the campus > select the Financial Aid tile. )

Procedure to Edit Items

Select the COD & Packaging tab.

Review, specify, or change the following values.

Attend Pell ID The Attending Pell ID that is used when processing Pell Grants for students who are attending this campus. It is also used on ISIRs.

Branch Indicates the Department of Education branch code if this campus is a branch of another school.

Direct Loan ID Select the value to which the settings on this option apply. If your institution is a multi-campus institution, you may have more than one Direct Loan ID. If you have more than one Direct Loan ID, be sure to complete this form for each ID.

FFEL ID Indicates the Federal Family Education Loan (FFEL) ID.

FFEL ID Branch Indicates the branch associated with the Federal Family Education Loan (FFEL) ID.

OPEID Office of Postsecondary Education Identification (OPE ID) assigned to the institution. If the 8-digit OPEID for your institution is different from the 6-digit school code appended with the 2-digit branch code, your institution can specify the OPEID when financial aid is configured for a campus. It only needs to be configured if different. For Regulatory, the OPEID is used instead of the school code and branch code in Enrollment Reporting, COD export, Clearinghouse export files, and FISAP.

Report Pell ID Indicates the reporting Pell grant ID for this campus. This ID is used by several campuses if they are organized under one corporate identity.

School Code Unique codes assigned by the Department of Education for schools participating in the Title IV federal student aid programs. Students can enter these codes on the FAFSA to indicate which schools they want to receive their financial application results. The School Codes are configured in Anthology Student under Campus Setup > Locations. A Federal School Code is always six characters: 0 (zero), G, B, or E, and a 5-digit number. Anthology Student supports only numeric school codes. If the Federal School Code for your institution contains the letter G, B, or E, replace the letter with a zero (0).

Serial Number Indicates the serial number used in the Financial Aid General Ledger system. SEOG, FWS, and Perkins authorization levels are assigned to the Campus-Based Serial Number. This is a 6-digit number that is assigned by ED. For additional information on Serial Number, refer to Background for Campuses Financial Aid.

TG Number Indicates the number that identifies this campus to the Department of Education (TG followed by 5 alphanumeric characters).

Note about School Code, Branch Number, and OPEID

Anthology Student supports institutions that use a numeric School Code and Branch Number, as well as institutions that use an OPEID.

If your institution uses a School Code and Branch Number, Anthology Student processes will append the 2-digit Branch Number to the 6-digit School Code (also known as Pell ID) and create the 8-digit OPEID.

The OPEID must be used instead of the School Code and Branch Number in the following processes:

Clearinghouse Export
COD Export
Enrollment Reporting (SSCR Processing)
FISAP
Transfer Student Monitoring

When Financial Aid Automation is used and the School Code for your institution contains the letter G, B, or E, replace the letter with a 0 (zero).

Under COD Entity IDs, review, specify, or change the following values.

Direct Loan Attending ID Specify the Direct Loan Attending Entity ID for each campus participating as a full participant.

Direct Loan Reporting ID Specify the Direct Loan reporting entity ID for each campus participating as a full participant.

FWS Attending Entity ID Specify the Federal Work-Study Attending Entity ID for each campus participating as a full participant.

FWS Reporting Entity ID Specify the Federal Work-Study Reporting Entity ID for each campus participating as a full participant.

PELL Attending ID Specify the Pell attending ID for each campus participating as a full participant. For additional information on Pell Attending ID, refer to Background for Campuses Financial Aid.

PELL Reporting ID Specify the Pell reporting ID for each campus participating as a full participant.

Under Packaging Status Promotion, review, specify, or change the following values.

Adhere to Constraints for adjusting Academic Year/Loan Period sequences Select the check box to prevent the final Academic Year/ Loan Period Evaluation logic from over-adjusting or deleting academic year (AY) and payment period (PP) data for enrollments using non-term program versions. For additional information, refer to Background for Campuses Financial Aid.

Allow Re-import of CommonLine Response File Select the check box if you want to allow re-import of the CommonLine response file.

Allow zero out extra AY/LP Select the check box to allow the system to adjust a packaged academic year (AY) and loan period (LP) when Course work to reduce AY/LPs is enabled. For additional information, refer to Background for Campuses Financial Aid.

Approve Awards for verified students only Select the check box to prevent users from saving the students' award status to Approved when their verification status is Selected, Not Verified. For additional information, refer to Background for Campuses Financial Aid.

Auto Recalculate Multiple Disbursements Select the check box to enable recalculation of Multiple Disbursements at your campus. Selecting the Auto Recalculate Multiple Disbursements check box triggers a reevaluation of the scheduled and canceled disbursement dates under specified conditions. Disbursements in a scheduled status can be reevaluated but those that have been paid or batched to send cannot be reevaluated using this feature. Anthology Student will use configuration settings from the Configure Multiple Disbursements form to reevaluate scheduled disbursements when specific information is changed, like payment period dates, state, or residence for rules that are different based on state, or when a student changes courses or has different course start dates. Refer to Multiple Disbursement Policies.

Automated Batch Approval Select the check box to enable the user to auto-post approved disbursements to a new batch. This check box is enabled when Automated Disbursement Approval is enabled.

Automated Disbursement Approval Select the check box to specify that the campus uses the auto-approval feature when approving disbursements to pay.

Automatically change processing status from "Not Ready" to "Ready to Send when a valid ISIR is on file Select the check box to have the system automatically update the application processing status from Not Ready to Ready to Send when a valid ISIR is on file and a CommonLine loan is in approved status.

Award Student With ISIRs only Select the check box to prevent awarding Title IV financial aid to students without ISIR. This ensures compliance with Title IV regulations. Once this feature is set up, the user may award non-Title IV aid to a student without an ISIR but is prevented from awarding fund sources that have a fund source type of Title IV.

Award Students with Recalculated EFC/SAI Select the check box to provide estimated financial aid packages after the EFC/SAI has been changed, but before a new ISIR has been received. This enables you to provide prospective students with accurate packaging information while waiting for the corrected ISIR from the Central Processing System. For award years 2024-25 and later, the EFC is replaced with the Student Aid Index (SAI).

Carry over Estimated Aid to Enrollment Select the check box to enable the system to automatically carry over estimated aid to an enrollment. Leave the check box cleared if you want to do this manually.

FA Administrator to be notified for Packaging Changes Select the check box to enable the system to assign a review activity to the Financial Aid Administrator for each packaging change.

Limit Awards to COA Select the check box to prevent institutions from over-awarding. The system prevents the creation of a student payment plan when the COA is zero. For additional information, refer to Background for Campuses Financial Aid.

Only Allow Author to Edit Academic Year Comment Select the check box to only allow the author to edit comments in the Academic Year form. Any user will be able to read the complete note when clicking it, but only the author can edit it.

Originate/Certify Estimated Awards Select the check box to enable the Award Status of an award to be ignored when determining if the award's Origination Status or Application Processing Status can be updated to 'R' (Ready to Send). For additional information, refer to Background for Campuses Financial Aid.

Policy Select a Package Status Promotion Policy from the list.

Prevent Aid & Student Payments if Zero COA Select the check box to prevent users from awarding aid to a student for an academic year with a Cost of Attendance (COA) of zero (0).

Prevent changing processing status to "Ready to Send when validation fails for CommonLine packaging Select the check box to prevent changing the processing status to Ready to Send when validation fails for CommonLine packaging.

Tolerance Amount Specify a Tolerance Amount to be set for the packaging status promotion to handle any small differences - such as bank fees or disbursement schedule changes - that might occur in the student's award that would cause the student to fall out of the promoted packaging status.

Use Overlapping Loan Period Select the check box to create a stub loan period if the student has an overlapping loan period. If this option is not selected, the system does not consider the overlapping loan period, and loan periods are created without a stub loan period. For additional information, refer to Background for Campuses Financial Aid.

Use Terms for Academic Year dates Select the check box to allow the academic start and end dates to be matched to the term start and end dates, even if holidays fall within an academic year, for term programs based on Financial Aid Terms configured in the system. For additional information, refer to Background for Campuses Financial Aid.

The items displayed on the page depend on whether the following advanced feature is enabled (refer to Advanced Features):

Enable Advanced Auto Packaging

When you select Enable Advanced Auto Packaging Enable Advanced Auto Packaging if you want to allow configurations related to Auto Repackaging only in the standard interface of Anthology Student. Advanced Auto Packaging allows the Auto Repackaging column to be displayed under Automate by Campus on the Automated Process Activation form. When Advanced Auto Packaging is enabled, the Population form can be configured only in the Student Web App, and the Population form is deprecated in the legacy interface.
- The “Financial Aid Automation” section is shown presenting the “Financial Aid Automation Effective Date by Campus” field in the Student Web App only.

Under Financial Aid Automation, review, specify, or change the following value.

Financial Aid Automation Effective Date by Campus

The date entered is utilized to determine the starting point for validating data and building the automated awarding plan for applicable fund sources. Note: This field only appears when the Advanced Feature for Enable Advanced Auto Packaging is enabled.

The "Financial Aid Automation Effective Date by Campus" must be on or before the date configured in the "Automated Awarding Effective Date" field on the Automated Awarding Campus Settings form.

If the Pell grant, TEACH grant, and/or SEOG fund sources were awarded in the prior academic year (that is before the FAA Effective Date by Campus), and the student is eligible for additional disbursement(s) in the subsequent academic year (that is after the FAA Effective Date by Campus) for the same fund source (Pell, TEACH, and/or SEOG) and same award year, automated awarding will not award the student any funds in the subsequent academic year. This refers to the academic year immediately following the initial academic year being awarded. Any future academic years after this can be auto-awarded.

An exception is generated for any fund source already awarded in a prior academic year (which starts before the configured FAA Effective Date by Campus) and can't have additional disbursements awarded in the current academic year.

This functionality is specific to the student because a student who is not eligible for either of those three fund sources is awarded normally in the subsequent academic year.

Select Save to save the changes.