COD Export Eligibility Requirements

PowerFAIDS has built-in eligibility checks that run in the background as part of the COD Export process depending on the type of process being run (origination, update, or disbursement). These checks prevent aid that should not be originated, updated, and/or disbursed from being sent to COD. If a record can’t be exported due to failing one of these checks, a message is displayed in the results report. Unless otherwise specified, the rule applies to all Federal Funds processed through COD Export.

In addition, there are rules that can be applied to none, one, many, or all funds depending on your institution’s policies and needs. For more information on rules that can be customized by your institution, see Disbursement Rules.

Origination

Check Performed	Logic	Message if Fails
Award Exists	Student has at least one of the included awards specified.	Student does not have any eligible awards.
Award is not Originated	The Origination Status of the award is Rejected or Not Originated.	Award has already been originated.
ISIR Exists	The ISIR Transaction Number for the associated award year is greater than zero.	A <award year> ISIR has not been posted for this student.
Payment Period is Active	The Award Amount is greater than zero in at least one active Payment Period associated with the selected Award Year.	There are no active payment periods with disbursement amounts greater than 0 for this award.
Can Report Estimated Award (Origination)	The Estimated field of the award is No, OR The Estimated field of the award is Yes and the Report Estimated to COD field on the fund associated with the award is not “Do not report”.	Award is flagged as estimated and the associated fund has been set not to export estimated awards.
Student is Federally Eligible for Academic Year	The Eligible to Receive Federal Aid field on the academic year associated with the award is Yes.	Federal funds cannot be disbursed to a student who has been flagged as ineligible to receive federal aid for this academic year.
Program is Federally Eligible	The Title IV Eligible field on the Program associated with the award is Yes.	Federal funds cannot be disbursed to a student under a program that is not Title IV eligible.
Award can be Disbursed	The Disbursable field on the fund associated with the award is Yes.	The fund associated with this distribution has been flagged as ineligible for disbursement.
Award is Accepted or Pending	The Status field of the award is Accepted or Pending.	Award associated with this distribution is not in an accepted or pending status.
Borrower has Eligible Citizenship Status	Applies to Parent and Graduate PLUS Loans. The Citizenship Status of the Borrower is Citizen or Eligible Non-Citizen.	Borrower's citizenship status is not eligible for the loan to be originated.

Required Fields

To be included in an origination file, an award must also have the following fields populated. If a field is not populated, the message returned in the results report will say the field is required.

Field	Student Record Location	Applies to
Ability to Benefit Code	Academic Profile > Academic Record	All
Payment Period Actual Start Date	Academic Profile > Academic Years & Payment Periods	Loans
Payment Period Actual End Date	Academic Profile > Academic Years & Payment Periods	Loans
Academic Year Actual Start Date	Academic Profile > Academic Years & Payment Periods	Loans
Academic Year Actual End Date	Academic Profile > Academic Years & Payment Periods	Loans
TEACH Grant CIP Code	Academic Profile > Program	TEACH Grants
First Name	ISIR > Student Data	All
Last Name	ISIR > Student Data	All
Date of Birth	ISIR > Student Data	All
Grade Level	ISIR > Student Data	Loans

Update

Note: The update process is also run as part of the Disbursement Export process.

Check Performed	Logic	Message if Fails
Award Has Been Originated	The Origination Status of the award is Accepted or Corrected.	Award has not yet been originated.
Pending Disbursement Response	The Disbursement Status for all distributions is not Pending.	Award has at least one disbursement pending a COD Response.
Can Report Estimated Award (Update)	The Estimated field of the award is No, OR The Estimated field of the award is Yes and the Report Estimated to COD field on the fund associated with the award is not “Do not report” or “Report originations only”.	Award is flagged as estimated and the associated fund has been set not to export estimated awards.

Check Performed

Logic

Message if Fails

Award Has Been Originated

The Origination Status of the award is Accepted or Corrected.

Award has not yet been originated.

Pending Disbursement Response

The Disbursement Status for all distributions is not Pending.

Award has at least one disbursement pending a COD Response.

Can Report Estimated Award (Update)

The Estimated field of the award is No,

The Estimated field of the award is Yes and the Report Estimated to COD field on the fund associated with the award is not “Do not report” or “Report originations only”.

Award is flagged as estimated and the associated fund has been set not to export estimated awards.

Required Fields

To be included in an update file, an award must also have the following fields populated. If a field is not populated, the message returned in the results report will say the field is required.

If there is an update to one or more of these fields, the award will be included in the file generated by the export (if run in real mode) and will display the message, “Student included in export,” in the details column of the results report.

If there is not an update to one or more of these fields, the award will not be included in the file generated by the export (if run in real mode) and will display the message, “No updated data found; student not included in export,” in the details column of the results report.

Field	Student Record Location	Applies to
Weeks in Year	System Administration > Campus Information > Academic Years	All
Scheduled Disbursement Date (if Actual Disbursement Date does not exist)	System Administration > Campus Information > Payment Periods	All
Degree/Credential Level	System Administration > Campus Information > Programs	All
Published Length	System Administration > Campus Information > Programs	All
Special Type	System Administration > Campus Information > Programs	All
CIP Code	System Administration > Campus Information > Programs	All
Enrollment School Code	System Administration > Campus Information > School Profile	All
Report as Additional Unsubsidized	System Administration > Packaging > Funds	Unsubsidized Loans
Ability to Benefit Code	Student > Academic Profile > Academic Record	All
Academic Year Actual Start Date	Student > Academic Profile > Academic Years & Payment Periods	Loans
Academic Year Actual End Date	Student > Academic Profile > Academic Years & Payment Periods	Loans
Payment Period Actual Start Date	Student > Academic Profile > Academic Years & Payment Periods	Loans
Payment Period Actual End Date	Student > Academic Profile > Academic Years & Payment Periods	Loans
Enrollment Status	Student > Academic Profile > Academic Years & Payment Periods	All
Teacher Expert	Student > Academic Profile > Programs	TEACH Grant
Grade Level	Student > ISIR > Student Data	TEACH Grant and Loans
NSLDS Match Flag (value of “Default” or “Default and overpayment”	Student > ISIR > C Flags	Loans
Incarcerated Applicant Indicator	Student > ISIR > Calculated Data	Pell Grant
Actual Disbursement Date	Student > Packaging > Aid Package	All
Award Created Date	Student > Packaging > Aid Package	Loans
Award Amount	Student > Packaging > Aid Package	All
Distribution Amount	Student > Packaging > Aid Package	All
In Default Status	Student > Packaging > Borrowers & PLUS Applications	Parent and Graduate PLUS Loans

Disbursement

Check Performed	Logic	Message if Fails
Student is Federally Eligible for Academic Year	The Eligible to Receive Federal Aid field on the academic year associated with the award is Yes.	Federal funds cannot be disbursed to a student who has been flagged as ineligible to receive federal aid for this academic year.
Award ID Exists	The Award ID field is not blank.	Award ID is required.
ISIR Update is not Required	The ISIR Update Required field is No for the associated award year.	Federal funds cannot be disbursed to a student whose ISIR requires an update.
Award Exists	Student has at least one of the included awards specified.	Student does not have any eligible awards.
Award can be Disbursed	The Disbursable field on the fund associated with the award is Yes.	The fund associated with this distribution has been flagged as ineligible for disbursement.
Award Has Been Originated	The Origination Status of the award is Accepted or Corrected.	Award has not yet been originated.
Credit Requirements Met	Applies to Parent and Graduate PLUS Loans. The Credit Requirements Met field of the associated PLUS Application is Yes.	Federal PLUS loans cannot be disbursed until the associated credit requirement is met.
Linked MPN	Applies to Loans. The Status Code of the associated MPN is Accepted or Pending.	Federal funds cannot be disbursed without a pending or accepted MPN.
Can Report Estimated Award (Disbursement)	The Estimated field of the distribution is No, OR The Estimated field of the distribution is Yes and the Report Estimated to COD field on the fund associated with the award is “Report originations, updates, and disbursements.”	Distribution is flagged as estimated and the associated fund has been set not to disburse estimated awards.
Within As of Date	If the Actual Disbursement Date exists, then the specified As of Date is on or after the Actual Disbursement Date.	Award Disbursement Date is after the selected As of Date.
Within As of Date	If the Actual Disbursement Date does not exist, then the specified As of Date is on or after the Scheduled Disbursement Date.	Award Disbursement Date is after the selected As of Date.
Payment Period is Active	At least one of the Payment Periods selected for disbursement that is assigned to the student record is active. This rule only applies for authorizing disbursements. Example: Selecting active payment periods Fall 2024 and Spring 2025 are selected as the Payment Periods for disbursement and the student record has been assigned both. At least one of the Payment Periods must be active for the record to pass. If both are inactive, then the record will fail.	None of the payment periods selected are active for the student.
Disbursement Amount Greater than Zero	The distribution has not been disbursed previously and the Amount is greater than 0.	Disbursement amount is 0.
Disbursement Pending Response	The Disbursement Status field for all disbursements is not Pending.	Distribution has at least one disbursement pending a COD Response.
Disbursed at COD	The Disbursement Release Indicator field is No. Tip: Any changes to disbursement amounts will still be processed.	Award has been disbursed through COD.
Verification Status is not Without Documentation	Applies to Pell Grants only. The Verification Status field is not Without Documentation.	Federal Pell Grant has already been disbursed through COD and the student's verification status is not eligible to disburse again.
Program is Federally Eligible	The Title IV Eligible field on the Program associated with the award is Yes.	Federal funds cannot be disbursed to a student under a program that is not Title IV eligible.

Required Fields

To be included in a disbursement file, a disbursement must also have the following fields populated. If a field is not populated, the message returned in the results report will say the field is required.

Field	Student Record Location	Applies to
Enrollment School Code	System Administration > Campus Information > School Profile	All
Payment Period Actual Start Date	Student > Academic Profile > Academic Years & Payment Periods	All
Payment Period Actual End Date	Student > Academic Profile > Academic Years & Payment Periods	All
Payment Period Enrollment Status	Student > Academic Profile > Academic Years & Payment Periods	All
CIP Code	Student > Academic Profile > Programs	All