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:

• Background for Other Grants
• Background for COD Processing
• Background for Awarding Financial Aid
• Background for Pell Grants

Access Method

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

1. Select the COD & Packaging tab.

2. 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.  Read Note. When you try to modify a campus's Attend Pell ID, Anthology Student checks if the following conditions are met: There are no Originated Pell Awards for students at the selected campus. Anthology Student checks if there are any students who have an Originated Pell Award with a status of "Accepted" or "Batched to Send" for the campus under the original Attend Pell ID. These values appear in the "Origination Status" field of a Pell grant. There are no ISIRs that were matched to students at the selected campus that are associated with the Attend Pell ID. If the campus' Attend Pell ID was not already the same as the First College Choice or Pell ID, and there are ISIRs that were matched to a student at this campus using the Attend Pell ID's value, Anthology Student does not allow the Attend Pell ID for that campus to be changed, since the system would try to match the ISIR with an Attend Pell ID that no longer exists. If the conditions are met, the Attend Pell ID is updated. In addition, the student's Attend Pell ID is updated with the new Attend Pell ID on the student's campus's Pell tracking record. This ensures that the student's previous Pell award information is associated with the new Attend Pell ID for the student's campus. The system displays informational messages specific to the condition above that were not met. The business logic behind the validation for the Attend Pell ID is as follows: If Pell awards were successfully originated using the campus' Attend Pell ID and were accepted by COD, the Attend Pell ID is likely correct, and therefore should not be changed. If ISIRs were imported and matched to a student at the campus, and the Attend Pell ID matched on the ISIR College Choices that came from the FPS, it is likely that the Attend Pell ID is correct, and therefore should not be changed. 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 (CommonLine only). 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 6-digit number is assigned by the Department of Education.  Read Note. 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. The campus-based serial number is used when configuring authorizations for Perkins Loans, FWS, and SEOG using the Financial Aid General Ledger (FAGL). The FAGL facilitates tracking of authorization levels by fund source. The 6-digit campus-based serial number is assigned by the Department of Education to institutions that are eligible for federal financial aid. Approved institutions receive an Eligibility and Certification Approval Report (ECAR) with the identification numbers for federal financial aid tracking (ECAR excerpt sample below). In the past, FISAP, data was gathered and reported using the campus-based serial number. When the Department changed the FISAP regulations to require reporting by OPEID, Anthology Student preserved the existing gather logic, but printed the OPEID on the FISAP report to meet the Department's requirement. TG Number TG followed by 5 alphanumeric characters is the sender's or receiver's identification obtained from the SAIG Portal. The TG Number (also referred to as the SAIG mailbox or Destination Point mailbox) is the number assigned to your institution by the Department of Education when your institution enrolls in the Student Aid Internet Gateway (SAIG).

   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).

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

4. 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.  Read Note. In the scenarios below, the items are eligible to have date adjustments performed by the SPE should a student fail to progress during their final AY/LP. When the following conditions are met, the AY/LP and associated payment period weeks and hours or credits are eligible to be automatically adjusted by the system; however, none of the values will be adjusted to 0: A single disbursement has been posted to the AY, but the AY is not fully disbursed. A ledger transaction has been posted because attendance was posted in the PP. Active courses are on student schedules associated with a PP in the AY. When an award, excluding payment plans or agency payment plans, for a final AY/LP is fully disbursed, the weeks and hours or credits are not eligible to be automatically adjusted by the system. An activity with the description “The AY/LP definition cannot be changed due to an adjustment constraint.” is assigned to the student and staff user when one of the above conditions exists. 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. With this check box enabled, credits or hours and weeks can be adjusted to zero even when the values cannot be removed due to packaged aid, comments, or applied locks. Anthology Student can then adjust prior sequence credits or hours and weeks as more "Course work to reduce AY/LPs" is entered. This setting can work in conjunction with the "Do not adjust AY/LP if award is fully disbursed" setting. With that setting enabled, Anthology Student stops adjusting AY/LP sequences with a sequence that contains a fully disbursed award. Course work to reduce AY/LPs includes approved Transfer Credits, CLEP courses, associated courses, and coursework before the version start date (if null Exp. Start Date). The Student Pace Evaluation (SPE) tool checks the "Allow zero out extra AY/LP" setting when adjusting AY/LP. For example, if PP2 has a disbursement, and "Allow zero out extra AY/LP" is selected, SPE sets PP2 to zero. If the option is not selected, Anthology Student notifies the user that the AY/LP could not be adjusted. 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. If you select this option, the Approved status is available in the menu when adding/editing a fund source; however, an informational message is displayed stating that the verification status of Verified is required before Anthology Student saves the student's award status as Approved. If the fund source is a PLUS loan, you can save the student's award status to Approved in New Source of 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 an 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).  Read Note. On July 30, 2024, the Department of Education announced that batch institutional corrections via the Electronic Data Exchange (EDE) will not be available in the 2024-25 FAFSA cycle. Any ISIR corrections saved and exported to the EDE system using Anthology Student will not be accepted by the Department of Education. The correction functionality will still be available in Anthology Student, however, if an institution chooses to make ISIR corrections in the system, financial aid will not be awarded to students based on a recalculated EFC/SAI value. Regardless of whether the “Award Students with Recalculated EFC/SAI” option is selected or not, an SAI will NOT be recalculated for 2024-25 to display in Financial Aid > Awarding > Awards.

   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 financial aid. Anthology Student blocks the creation of a student payment plan when the cost of attendance (COA) is zero. When creating student payment plans, internal logic defaults the academic year for each scheduled payment to the applicable academic year based on the expected date of the payment. The academic year for the payment is defaulted to the academic year record in which the expected date of the payment is within the academic year start and end dates. Selecting this check box also allows a $300.00 tolerance above the COA only for the Federal Work-Study fund source. This accommodates instances where a student has completed more work hours than anticipated and is due payments from Federal Work-Study. If the "Limit Awards to COA" option blocks the addition of non-need-based aid/scholarships, you can clear the option, add the award, and then select the option again. 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).  Read Note. If this check box is selected, awards for Title IV Aid may be certified even though the Award Status is "Estimated". When a Pell Grant and a Direct Loan have an Award Status of "E" (Estimated), "P" (Pending), or "A" (Approved) with award amounts and disbursement information, their Origination Status may be set to "R" (Ready to Send). If a Subsidized Stafford, Unsubsidized Stafford, PLUS, or ALT Loan has an Award Status of "E" (Estimated), "P" (Pending), or "A" (Approved), and contains award amounts and disbursement information, its Application Processing Status may be set to "R" (Ready to Send. In addition, if "Originate/Certify Estimated Awards" is selected and the "Automatically update Pell Origination Status to Ready to Send?" flag (Settings > Financial Aid > COD) is enabled, the Origination Status will be converted to an "R" if the Award Status is not equal to "C" (Cancel) when an ISIR is imported or during the ISIR Matching process. When manually updating a Pell Grant, when Originate/Certify Estimated Awards is not selected, regardless of how the "Automatically update Pell Origination Status to Ready to Send?" flag is set, if the Origination Status is set to "Ready to Send" and the Pell Award Status is updated to "E" (Estimated), or "P" (Pending), the message "Origination Status cannot be "Ready to Send" until the Pell Grant Status "Approved" is displayed when an attempt is made to save the award. 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. The Packaging Status Promotion process applies the tolerance to the following packaging status promotion attributes: Aid > COA, Aid > Inst Costs, Approved > COA, and Approved > Inst Costs. The RBS tolerance level can be configured in the Tolerance Amount field on the Financial Aid tab on the Campus Information form. The maximum tolerance limit is $1000. If the Tolerance Amount field is zero or remains blank, no tolerance is applied. Use Overlapping Loan Period Select the check box to create a stub loan period if the student has an overlapping loan period. This option also controls the packaging logic. - If this option is selected, Anthology Student always considers the loan amounts received in the overlapping loan period during packaging for the first loan period (regardless of whether the first loan period is a stub 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. 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.  Read Note. If this check box is not selected, and the school has clock hour program versions, perpetual terms (no term with start date within 15 days of start date), or does not have the number of terms and credits configured, Anthology Student adds the number of weeks for the academic year sequence from the program setup to determine the dates. If there are 5 consecutive days or more of holidays in the period, the period will be added to the end date. If this check box is selected and the term is defined as a Financial Aid Term and associated with the student's enrollment campus, then Anthology Student finds the term that has a start date that matches the student's program start date, and assigns this date to the first Academic Year start date in the sequence. Anthology Student then finds the term with a date greater than the end date of the term but closest to that date and considers it the next term that is part of the academic year. This step is repeated until the number of terms considered part of the academic year is equal to the total number of terms in an academic year. Once the final term of the academic year is determined, the end date of that term will be the academic year-end date. If the student's program of study is greater than one academic year, the start date for the subsequent academic year will be the next term with a date greater than the previous academic year-end date but closest to that date, for the student's entire program of study. Only Financial Aid Terms will be considered for these date calculations. If the Total Number of Terms in an Academic Year has not been defined on the Financial Aid Program Version for the program in which a student is enrolled, date calculations will reflect calculation formulas as if the check box was cleared (not selected). Program transfers and the existence of transfer credits processes will be taken into consideration since these credits may result in a student completing a program in fewer terms than the total number of terms defined for the student's program of study. Under these circumstances, the average number of credits taken in a term is calculated, and if a student's transfer credits exceed the number of credits in a term, the academic year is reduced by the term. The steps are repeated until the accurate number of terms that the transfer student will attend is determined, and the transfer credits are deducted from the end of the program.

   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.

5. 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.

6. Select Save to save the changes.