Glenn Kirksey| June 2014 U.S. Department of Education Software Vendors Webinar EDE Suite Update for Software Vendors

2 The EDE Suite Update will is designed to provide a quick recap for programmers of the changes being implemented in June on ED Express Release 3 and Direct Loan Tools Release 14 for the cycle. We will also provide a quick summary of the enhancements currently planned for cycle.

Important Dates June 23, 2014 – ED Express Release 3 June 30, 2014 – DL Tools Release 14 January 2, 2015 (draft) – ED Express Rel.1 Updates to Global, Apps, Common, and Packaging modules March 20, 2015 (draft) – ED Express Rel. 2 Updates to Direct Loan (including TEACH) and Pell modules 3

4 EDExpress 2014 – 2015 (R3): June 23, 2014 Updates in support of COD Origination Fee/Interest Rebate Percentage clean-up efforts Updates in support of new Subsidized Usage Limit Applies rules (SULA) Updates to Financial Aid Shopping Sheet DL Tools 2014 – 2015 (R14): June 30, 2014 Support for new SULA data elements Upcoming Releases for EDESuite

EDExpress (R3) 5

6 Starting June 23, 2014, ED Express (R3) will allow schools to import a new message class generated by COD as part of an annual origination fee clean-up effort (CROFyyOP). Express will support CROFyyOP file import for cycle years and forward. COD Origination and Interest Rebate Percentage Acknowledgement

7 Express (R3) will be updated to support import of COD’s new SULA Calculation Acknowledgement file (CRSUxxOP). Subsidized Usage Limit Applies (SULA) Updates

8 Express functionality for Direct Loan External Add and External Change files will be updated in R3 to allow schools to import the new “School-reported” program information fields from another system: Program Credential Level Published Program Length (Weeks/ Months / Years) Special Program Weeks Program Academic Year Subsidized Usage Limit Applies flag Enrollment Status Payment Period Start Date Program CIP Code Subsidized Usage Limit Applies (SULA) Updates

9 Express’ functionality for importing Direct Loan External Add and External Change files will also be updated to support import of values for the new Program Profile Code field on Express. Program Profile Codes enable Express schools to set up a short cut to data entry for several of the School-Reported Program Information Fields. Once established via COD Setup in Express, Program Profile Codes are read by Express upon import, and Express “pushes” the appropriate values for several of the School-Reporting Program Information fields to the origination record. Note: CIP code, Enrollment Status, Payment Period Start Date, and Sub Usage Limit Applies are not part of a Program Profile. Subsidized Usage Limit Applies (SULA) Updates

10 Express – Import – Direct Loan External Change file Functionality will be updated to support import of change data for CIP, Payment Period Start Date, and Enrollment Status for actual disbursements. Actual Disbursement change transactions will be marked using Express’ “action type” field. Express will support import of new “Action Type” values associated with disbursements via External Change files (C, T, S respectively), so that these transactions can be properly exported to COD. Subsidized Usage Limit Applies (SULA) Updates

11 TEACH Grant External Add/Change file Express – Import – TEACH Grant External Add/Change file functionality will also be updated to support import of CIP and Enrollment Status. Subsidized Usage Limit Applies (SULA) Updates

12 COD Common Record Support: Express (R3) will include the new “School-reported” program information fields on COD Common Record request files, and will (re)import those tags upon receipt of Response files. Express (R3) will import all new “COD-Calculated” SULA tags received from COD via Response files. Academic Year Length Actual Subsidized Usage Period Anticipated Subsidized Usage Period Calculated Published Program Length Years Subsidized Usage Limit Applies (SULA) Updates

13 (COD Calculated SULA fields, continued) Loan Period Length Maximum Subsidized Eligibility Period Remaining Actual Sub Eligibility Period Remaining Anticipated Subsidized Eligibility Period Sum Anticipated Subsidized Usage Periods Anticipated Non Credential Teacher Certification Subsidized Usage Period Actual Non Credential Teacher Certification Subsidized Usage Period Remaining Actual Non Cred Teacher Cert Sub Eligibility Period Remaining Anticipated Non Credential Teacher Certification Subsidized Eligibility Period Sum Anticipated Non Credential Teacher Certification Subsidized Usage Periods Subsidized Usage Limit Applies (SULA) Updates

14 (COD Calculated SULA fields, continued) Subsidized Usage Limit Applies Sum Actual Subsidized Usage Periods Sum Actual Non Credential Teacher Certification Subsidized Usage Periods Sum Actual Subsidized Usage Period Sum Actual Non Credential Teacher Certification Subsidized Usage Period Subsidized Usage Limit Applies (SULA) Updates

15 TEACH Rebuild Import of the TEACH Rebuild will be updated to import data for two new fields from the file’s disbursement record – CIP code and Enrollment status. No changes in file length Subsidized Usage Limit Applies (SULA) Updates

16 Setting Up File Exports To Another System (Export External File) Tools – File Formats – Direct Loan will be updated to add all of the previously referenced School-Reported Program Information Fields and COD-Calculated Fields. Tools – File Formats – TEACH will be updated to add: CIP Code field (for origination and disbursement) Enrollment Status (disbursement) Subsidized Usage Limit Applies (SULA) Updates

17 Updates to edit logic for Express R3 affect not only origination and disbursement functions for Direct Loans and TEACH in EDExpress, but also file imports. Combination system developers should be aware of the following edits updates. (SULA) Updates: Edits

18 Direct Loan Edits 5005, 5010, 5015, 5020, 5030, 5040 were added for all Sub, Unsub, Grad PLUS, PLUS loans to ensure none of the School-Reported Program Information fields (see previous slides for list) are appropriately populated. Additional edits around change records were added (ex. 3076, 3077) and others updated (ex. 2010, 3042) in support of the new SULA fields. *A detailed list of all updated Express edits can be found in the COD Technical Reference, Volume 3, Section 4, upon final posting in June. (SULA) Updates: Edits

19 (SULA) Updates: Edits TEACH edits will be updated to ensure that CIP Code and Enrollment Status fields are not left blank and 5012 Description: These edits occur if the CIP Code (edit 5011) or Enrollment Status (edit 5012) field is blank in the External TEACH Grant Data file and you select the “Include Records in Next Document Submission?” checkbox in the EDExpress TEACH Grant import dialog box. Both field values are required before a TEACH Grant record is ready for export to the COD System. Resolution Steps: Add the CIP Code or Enrollment Status value to the External TEACH Grant Data file.

Direct Loan Tools 2014 (R14) 20

21 SULA Updates Direct Loan Rebuild Feature (Origination record) Will be updated to be able to import new file length (1200), and the following new fields on origination record: Calculated Published Program Length *Note: This is not necessarily the Published Program Length (Weeks, Months, Years) originally sent to COD Weeks Program Academic Year Special Programs Program Credential Level Subsidized Usage Limit Applies Actual Sum Non Credential Teacher Certification Program Subsidized Usage Period

22 SULA Updates Direct Loan Rebuild Feature (Origination record cont’d) Actual Non Credential Teacher Certification Program Subsidized Usage Period Actual Subsidized Usage Period Maximum Subsidized Eligibility Period Remaining Actual Subsidized Eligibility Period Sum Actual Subsidized Usage Period Remaining Actual Non Cred Teacher Cert Sub Eligibility Period

23 SULA Updates Direct Loan Rebuild Feature (Disbursement record) Direct Loan Tools’ DL Rebuild feature will also be updated to import the following fields from the disbursement record of the DL Rebuild for Sub, Unsub, PLUS, Grad PLUS loan types: Enrollment Status Program CIP Code Payment Period Start Date

24 Coming In FISAP Reports added to the App Express module More likely to come - stay tuned!

25 Contact Information Feedback? Comments? Glenn Kirksey

Thank You!