1. Session 18 EDExpress Changes for the HERA and 2007-2008 Maria Marella, U.S. Department of Education Bob Martin, U.S. Department of Education

2. 2 Agenda – Putting the Pieces Together EDExpress Release Dates EDExpress 2006-2007 Release 3.0 EDExpress 2006-2007 Release 4.0 EDExpress 2006-2007 Release 5.0 EDExpress 2007-2008 Release 1.0 EDExpress 2007-2008 Release 2.0

3. 3 EDExpress 2006-2007 Release Dates EDExpress 2006-2007 Release 2.0 Enhancement –August 11, 2006 (No longer available August 30) EDExpress 2006-2007 Release 3.0 –August 30, 2006 EDExpress 2006-2007 Release 4.0 –December 2006 EDExpress 2006-2007 Release 5.0 –April 2007

4. 4 EDExpress 2007-2008 Release Dates EDExpress 2007-2008 Release 1.0 –January 2007 EDExpress 2007-2008 Release 2.0 –April 2007

5. 5 2006-2007 Release 3.0 Overview Released August 30, 2006 Direct PLUS Loan records for Graduate and Professional Students (Grad PLUS) Academic Competitiveness Grant (ACG) National Science and Mathematics Access to Retain Talent (National SMART) Grant Additional HERA Changes

6. 6 2006-2007 Release 3.0 Grad PLUS What happened to Release 2.0 Enhancement Grad PLUS loans in Release 3.0? Loan Type of “P” in Release 2.0 Enhancement Converted to Loan Type of “G” in Release 3.0

7. 7 2006-2007 Release 3.0 Grad PLUS Entry Add loan type “G” “G” is EDExpress-only “P” in Loan ID Grade Level 6 or higher

8. 8 2006-2007 Release 3.0 Grad PLUS

9. 9 Import Loan Data – ISIR Import –Select Loan Type to Create: G Loan Data – External Add/External Change –Loan Identifier: P –Import Type Code: GA –MPN ID: N

10. 10 2006-2007 Release 3.0 Grad PLUS Reports Existing DL Reports include Grad PLUS data Added DL Reports specifically for Grad PLUS –MPN – Grad PLUS –Manifest – Grad PLUS –List – Grad PLUS MPN –Disclosure Statement – Grad PLUS –Origination Record

11. 11 2006-2007 Release 3.0 Grad PLUS Query Modified existing pre-defined queries Added new pre-defined queries

12. 12 2006-2007 Release 3.0 Grad PLUS File Format Include loan type field in File Format to distinguish Grad PLUS from PLUS loans in export file Added “Transaction # - DL” for CPS Transaction # on Loan

13. 13 2006-2007 Release 3.0 Grad PLUS Browse Originations on Grad PLUS tab Actual Disbursements on Disbursements tab

14. 14 2006-2007 Release 3.0 ACG Global ED Initiated Message Class for ACG–ED2007OP Define using Tools|Setup|Global Import using File|Import|Global

15. 15 2006-2007 Release 3.0 ACG Application Processing ISIR Message Class for ACG-only corrections – IGAA07OP ISIR Comment Codes specifically for ACG are 268, 269, 270 & 271 Pre-defined query for ISIR Comment Code 271

16. 16 2006-2007 Release 3.0 ACG How do these pieces fit together? ED2007OP & ISIR files IGAA07OP & other ISIR Message Classes

17. 17 2006-2007 Release 3.0 ACG & National SMART Grant Entry Select Grant Type ACG data elements National SMART Grant data elements Disbursement data elements (same as Pell)

18. 18 2006-2007 Release 3.0 ACG

19. 19 2006-2007 Release 3.0 National SMART Grant

20. 20 2006-2007 Release 3.0 ACG & National SMART Grant Multiple Entry Use Multiple Entry to update several records at one time for ACG or National SMART Grant

21. 21 2006-2007 Release 3.0 ACG & National SMART Grant EDExpress Edits Pell edits exist for ACG & National SMART Grant records as applicable ACG cannot exceed the maximum amount of $1,300 National SMART Grant cannot exceed the maximum amount of $4,000 Pell disbursement edits for correct number of days based on Funding Method not applied

22. 22 2006-2007 Release 3.0 ACG & National SMART Grant Import Origination Data – ISIRs –Select Grant Type –Can use query “ACG Comment Code” Origination Data – External (PGEO07OP) –Record layout modified but total byte size unchanged Disbursement Data – External (PGED07OP)

23. 23 2006-2007 Release 3.0 ACG & National SMART Grant Import Electronic Statement of Account (ESOA) –Imported and printed –Not stored in EDExpress Database AGAS07OP SGAS07OP

24. 24 2006-2007 Release 3.0 ACG & National SMART Grant Reports Origination Record Origination List Disbursement List –COD Disbursement edits also printed Select Grant Type for the above reports

25. 25 2006-2007 Release 3.0 ACG & National SMART Grant What else can you do? Data elements included in Query –Create queries using Tools|Query|Pell Data elements exported to school system –Create File Format setup using Tools|File Format|Pell Data elements viewed in Browse –View using Tools|Browse|Pell

26. 26 2006-2007 Release 3.0 Additional HERA – Pell Calculations Setup/Entry/Edits Pell “Weeks of Instructional Time in Program’s Definition of Academic Year” valid range modified Pell Methodology 4 range now 26 – 78 Pell Methodology 2, 3, & 5 range remains 30 – 78

27. 27 2006-2007 Release 4.0 Overview Scheduled for Release in December 2006 Export ACG & National SMART Grant to COD Import COD Response for ACG & National SMART Grant

28. 28 2006-2007 Release 4.0 ACG & National SMART Grant Export Export ACG & National SMART Grant records to COD –Use File|Export|Pell if “Combine DL & Pell” field is not selected –Use File|Export|Pell or File|Export|Direct Loan if “Combine DL & Pell” field is selected Same message class (CRAA07IN) for ACG & National SMART Grant as for Pell & Direct Loan

29. 29 2006-2007 Release 4.0 ACG & National SMART Grant Export Identify ACG (A) & National SMART Grant (T) using Award ID in Select Records

30. 30 2006-2007 Release 4.0 ACG & National SMART Grant Import Use File|Import|Pell or File|Import|Direct Loan for COD Response Same message class (CRAA07OP) for ACG & National SMART Grant as for Pell & Direct Loan May also receive Web Response (CRWB07OP) if using COD Web site for origination changes and/or disbursements

31. 31 2006-2007 Release 4.0 ACG & National SMART Grant View Processed Edits… –Edits received from COD –Origination edits from Origination tab & Disbursement edits from Disbursement tab ED Flags… –Concurrent Enrollment –From Origination tab

32. 32 2006-2007 Release 4.0 ACG & National SMART Grant Reports List – Student Records in Document –Will print as part of Pell program –Identify using Award ID

33. 33 2006-2007 Release 4.0 ACG & National SMART Grant Reports List – Document Activity –“Y” in the Pell column indicates the document includes one or more Pell, ACG, and/or National SMART Grant record(s)

34. 34 2006-2007 Release 5.0 Overview Scheduled for Release in April 2007 Export ACG & National SMART Grant Data Request files to COD Import COD Reports for ACG & National SMART Grant Loan Limits for Direct Loan Subsidized & Unsubsidized

35. 35 2006-2007 Release 5.0 ACG & National SMART Grant Export Data Request –ESOA –YTD –MRR –Reconciliation file AGRQ07IN SGRQ07IN

36. 36 2006-2007 Release 5.0 ACG & National SMART Grant Import COD Reports –Data Request Response (AGRA07OP; SGRA07OP) –YTD (AGYR07OP; SGYR07OP) –MRR (AGMR07OP; SGMR07OP) –Reconciliation Report (AGRC07OP; SGRC07OP)

37. 37 2006-2007 Release 5.0 ACG & National SMART Grant Import COD Reports –Pending Disbursement Report (AGPD07OP; SGPD07OP) –ED Comments (AGTX07OP; SGTX07OP)

38. 38 2006-2007 Release 5.0 ACG & National SMART Grant Import COD Response –System-generated Negative Disbursement file will be applicable for ACG & National SMART Grant –Same message class (CRND07OP) for ACG & National SMART Grant as for Pell

39. 39 2006-2007 Release 5.0 Additional HERA – Loan Limits Entry Entry edits will be modified for higher loan limits Effective for loans first disbursed on or after July 1, 2007 Base Sub/UnsubAdditional Unsub 1 st Yr Undergraduate $3,500$4,000 2 nd Yr Undergraduate $4,500$4,000 3 rd Yr & Beyond Undergraduate $5,500$5,000 Graduate/Professional $8,500$12,000

40. 40 2006-2007 Release 5.0 Additional HERA – Loan Limits Import Loan Data – External Add & External Change –Import higher loan limits using External Add or Change Reminder: First Disbursement Date must be on or after July 1, 2007 or COD will reject the record

41. 41 2007-2008 Release 1.0 Overview Scheduled for Release in January 2007 Updates due to annual changes to the FAFSA & ISIR Additional updates due to the HERA

42. 42 2007-2008 Release 1.0 General EDExpress Updates Cycle References & Message Classes will be updated for 2007-2008 EDExpress splash screen will be yellow to match the 2007-2008 FAFSA & SAR

43. 43 2007-2008 Release 1.0 Global Entry Pacific Islander SSNs will have 13 as the 4 th and 5 th digits when a new Demo record is entered manually Import Use Prior Year User-Defined Queries, Setup, and File Formats to import the value for the Global Security Users setup field “Enable 508 Grid Functionality?” from 2006-2007 EDExpress

44. 44 2007-2008 Release 1.0 Application Processing ISIR Review/ISIR Print Will combine 2006-2007 fields in 2007-2008 “In addition to grants, are you interested in student loans (which you must pay back)?” and “In addition to grants, are you interested in ‘work-study’ (which you earn through work)?” will be “Interested in work-study or student loan?”

45. 45 ISIR Review/ISIR Print Valid answers for “Interested in work-study or student loan?” 1 = Work-study 2 = Loans 3 = Both 4 = Neither 5 = Don’t Know 2007-2008 Release 1.0 Application Processing Two fields in 2006-2007 will be one in 2007- 2008.

46. 46 2007-2008 Release 1.0 Grad PLUS, ACG, National SMART Grant NSLDS Financial Aid History/NSLDS Print NSLDS data for ACG, National SMART Grant, and Grad PLUS awards that are included in the NSLDS section of the 2007-2008 ISIR will display under View|NSLDS and print on the NSLDS report

47. 47 2007-2008 Release 1.0 Additional HERA – ISIR Fields ISIR Review/ISIR Print Will add ISIR fields due to the HERA –New dependency status question “Are you on active duty in U.S. Armed Forces?” –Ten new data elements related to any of the means-tested Federal benefits programs (5 student data elements & 5 parent data elements)

48. 48 Import Packaging Data-ISIR Data –Answer to ISIR field “Interested in work-study or student loan?” will be used to determine selection of Award record fields 2007-2008 Release 1.0 Packaging 1 (Work- Study) or 3 (Both) 2 (Loans) or 3 (Both) 4 (Neither), 5 (Don’t Know) or Blank leaves both fields unchecked

49. 49 2007-2008 Release 1.0 Packaging Multiple Entry Will be able to update “Interested in Student Loan” and “Interested in Employment” on multiple Award records at one time Interested in Student Loan will be added Interested in Employment will be added

50. 50 2007-2008 Release 1.0 Additional HERA – Loan Limits Packaging Process Packaging/Repackaging process will be modified to award subsidized & unsubsidized loans using higher loan limits –Affects Aid Types S, U & D Effective for loans first disbursed on or after July 1, 2007 –If the loan has a first disbursement before July 1, 2007, the awards must be manually adjusted to the lower loan limit

51. 51 2007-2008 Release 2.0 Overview Scheduled for Release in April 2007 Updates due to changes to the COD Common Record Layout Additional updates due to the HERA

52. 52 2007-2008 Release 2.0 Direct Loan – MPN Expiration Date Entry Will be displayed on the DL Origination record Only updated by the COD Common Record import Will display in MPN Information on Loan Info tab

53. 53 2007-2008 Release 2.0 Direct Loan – MPN Expiration Date Where else can you see the MPN Expiration Date? Print Will be printed on the Origination Record and MPN Lists for all loan types Query/Browse/File Format Will be added to DL Query, Browse, & File Format functionality

54. 54 2007-2008 Release 2.0 ACG & National SMART Grant Import Electronic Statement of Account (ESOA) –Imported and stored in the EDExpress database –To print go to File|Print|Pell|ESOA & choose Grant Type AGAS08OP SGAS08OP

55. 55 2007-2008 Release 2.0 ACG & National SMART Grant Reports Will be able to print separate reports for each grant type, ACG, National SMART Grant, & Pell Grant –Edits by Student – Origination –Edits by Student – Disbursement –List – Processed Disbursement Year-to-Date –List – Disbursement Activity Summary –SSN/Name Differences Go to File|Print|Pell and choose Grant Type

56. 56 2007-2008 Release 2.0 ACG & National SMART Grant Reports Student Summary report will print ACG & National SMART Grant award information for the student within the Pell Grants section Identify ACG (A) and National SMART Grant (T) records using Award ID

57. 57 2007-2008 Release 2.0 ACG & National SMART Grant Reports List – Student Records in Document –Will be identified as ACG or National SMART Grant rather than as part of the Pell program

58. 58 2007-2008 Release 2.0 ACG & National SMART Grant Reports List – Document Activity –Columns for ACG & National SMART Grant will be added to indicate the inclusion of those types of grant records in a COD Common Record document separately from Pell Grant records

59. 59 2007-2008 Release 2.0 Additional HERA – Origination Fee % School Setup Sub/Unsub Loan Fee Percentage default at 2.5% Effective for loans with 1 st disbursement on or after July 1, 2007

60. 60 2007-2008 Release 2.0 Additional HERA – Loan Limit Entry Prep Coursework/Teacher Certification Flag will be added to origination record to indicate additional unsubsidized amount is for prep coursework/teacher certification Will only be able to select flag if the College Grade Level on the loan is 5 Will not be able to select additional unsubsidized flag for Health Professions Programs and for prep coursework/teacher certification at the same time

61. 61 2007-2008 Release 2.0 Additional HERA – Loan Limit Entry Prep Coursework/Teacher Certification Increase from $5,000 to $7,000 for additional unsubsidized loan –Max amount for base subsidized/unsubsidized & additional unsubsidized is $12,500 Entry edit will be added to allow for increased loan limit

62. 62 2007-2008 Release 2.0 Additional HERA – Loan Limit Import Prep Coursework/Teacher Certification Loan Data – External Add/Change –Will be able to add a loan with the flag selected using External Add –Will be able to modify the flag using External Change Export Prep Coursework/Teacher Certification Flag included on COD Common Record

63. 63 2007-2008 Release 2.0 Additional HERA – Loan Limit Print Prep Coursework/Teacher Certification Origination Record –The flag will print for an unsubsidized loan List – Loan Eligibility –A “Y” will print for an unsubsidized loan if the flag is selected on the loan

64. 64 2007-2008 Release 2.0 Additional HERA – Loan Limit Where else can you see the flag for Prep Coursework/Teacher Certification? Query/Browse/File Format Will be added to Direct Loan Query, Browse, & File Format functionality

65. 65 Help for the HERA in EDExpress Four help topics provide detailed information & guidance: –“Academic Competitiveness Grant (ACG) –“National Science and Mathematics Access to Retain Talent (SMART) Grant” –“Graduate and Professional Student PLUS Loan (Grad PLUS)” –“Other HERA Changes Overview” Select Help|Help Topics, select the Index tab, & type the name of the topic you want to view

66. 66 CPS/SAIG Technical Support We appreciate your feedback and comments. We can be reached at: Phone: 800/330-5947 TDD/TTY services: 800/511-5806 E-mail: CPSSAIG@ed.gov Representatives are available Monday through Friday, 7 a.m. to 7 p.m. (CT)