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Using Direct Loan Tools to Reconcile your Direct Loan Data with COD

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Session 14 Using Direct Loan Tools to Reconcile your Direct Loan Data with COD Chuck Hirman Anita Olivencia U.S. Department of Education * * DL Tools Technical ... – PowerPoint PPT presentation

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Title: Using Direct Loan Tools to Reconcile your Direct Loan Data with COD


1
Session 14
  • Using Direct Loan Tools to Reconcile your Direct
    Loan Data with COD
  • Chuck Hirman
  • Anita Olivencia
  • U.S. Department of Education

2
Agenda
  • Installation
  • General Functionality
  • Setup
  • Cash Management
  • School Account Statement (SAS)
  • Rebuild
  • Disbursement Measurement Tool Report
  • Assistance/Contacts

2
3
Installation
  • Direct Loan Tools Release 9.0 software available
    on www.fsadownload.ed.gov
  • Review Installation Guide Cover Letter

3
4
DL Tools General Functionality
  • Multi-year (2007-2008, 2008-2009, 2009-2010)
    application designed to provide the following
    functionality
  • Cash Management
  • SAS
  • Rebuild
  • Disbursement Measurement Tool report

4
5
Setup
www.cod.ed.gov
YTD
DSDF
6
Setup
7
Cash Management
  • Tracks Cash Receipts and Refunds of Cash

8
Import External Disbursements
9
Import External Disbursements
10
Internal Ending Cash Balance Report
  • Print this report before importing the SAS

11
Internal Ending Cash Balance Report
12
Internal Ending Cash Balance Report
13
School Account Statement (SAS)
  • The SAS is a monthly statement listing the
    schools DL processing activity as reported to
    (and accepted by) COD
  • Import the DSLF or DSDF
  • Each SAS import overwrites previous SAS
    information stored in the DL Tools database

14
Importing the SAS
15
SAS Import Reports
16
SAS Import Reports
17
SAS Import Reports
18
SAS Import Reports
19
SAS Import Reports
20
Printing in DL Tools
21
Printing SAS Cash Detail
22
Printing SAS-Cash Detail
23
Printing SAS-Disbursement Detail
24
Printing SAS-Disbursement Detail
25
Printing Cash Comparison
26
Printing Cash Comparison
27
Printing Disbursement Comparison
28
Printing Disbursement Comparison
29
Printing Disbursement Comparison
30
Printing Disbursement Comparison
31
Rebuild
  • CODRBFOP
  • Includes only accepted records
  • Includes Web disbursements
  • Request file by calling COD School Relations at
  • 800/848-0978

32
Rebuild
33
Disbursement Measurement Tool Report
  • Calculates average actual process time from
    actual disbursement date, to sending the actual
    disbursements in a batch to COD, and to booking
    the loan
  • Compares average number of days elapsed to your
    tolerance settings in DL Tools System Setup

34
DL Tools Technical Assistance
  • CPS/SAIG
  • Phone 800/330-5947
  • TDD/TTY services 800/511-5806
  • Email CPSSAIG_at_ed.gov
  • Representatives are available Monday through
    Friday, 8 a.m. to 8 p.m. ET

35
Contact Information
  • We appreciate your feedback and comments. We can
    be reached at
  • Chuck Hirman
  • Phone 206-615-3643
  • Email Chuck.Hirman_at_ed.gov
  • Anita Olivencia
  • Phone 617-289-0130
  • Email Anita.Olivencia_at_ed.gov

35
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