1. Session #15 EDExpress Update Maria Marella, U.S. Department of Education Bob Martin, U.S. Department of Education

2. 2 Agenda 2007-08 products 2008-09 products Discussion

3. 3 2007-08 PC Products 4 EDExpress Releases –Mostly HERA related changes –Release 3.0 implemented May 18 –Release 3.1 (Service Release) implemented October 19 1 DL Tools Release (v7.0)

4. 4 2007-08 EDExpress Release 3.0 Global and Pell Updates –Pell Regular & Alternate Schedules –Pell originations imported from Packaging Packaging Updates –Calculations, Low Tuition field, Query User Documentation Updates –Help Text, COD Tech Ref, Packaging Tech Ref, ISIR Guide, EDE Tech Ref, Desk References and Cover Letter

5. 5 Direct Loan Tools Release 7.0 Covers the 2005-2006; 2006-2007 and 2007-2008 Award Years –2007-2008 Year cycle added –2004-2005 Year cycle removed –Usual rollover of dates Software Help Text User documentation

6. 6 2007-08 EDExpress Release 3.1 PLUS MPN changes Grad PLUS MPN changes Modified TG#’s to accommodate alpha/numeric characters

7. 7 Release 3.1 - MPNs New PLUS MPN –Prints field labels and values (non-label version) –Order from ED Pubs at http://www.fsapubs.org/ http://www.fsapubs.org/ –You may begin using the new MPN at this time

8. SECTION A: BORROWER INFORMATION - TO BE COMPLETED BY ALL BORROWERS: READ SECTION G FIRST I am a Parent of a Dependent Undergraduate Student 1. Driver’s License State and No. 2. Social Security No. 3. Date of Birth IA-999-99-9999 999-99-9999 MM/DD/YYYY

9. 9 SECTION A: BORROWER INFORMATION - TO BE COMPLETED BY ALL BORROWERS: READ SECTION G FIRST I am a Graduate or Professional Student 1. Driver’s License State and No. 2. Social Security No. 3. Date of Birth IA-999-99-9999 999-99-9999 MM/DD/YYYY

10. 10 Release 3.1 - TG #’s Newly assigned TG#’s will contain alphanumeric value in third character –Current: TG12345 –Future: TGA2345 Current TG #’s will not be affected

11. 11 Release 3.1 - TG #’s

12. 12 Release 3.1 - TG #’s

13. 13 2008-09 PC Products Minimal changes –Global –Apps –Pell (Grants) –Direct Loan Direct Loan Tools (v8.0)

14. 14 2008-2009 - Global and Apps Global –Pacific Islander SSNs entered manually 888-15-9999 Apps –“Signature Reject EFC” new ISIR field not stored in or printed by EDExpress

15. 15 2008-2009 - Apps ISIR - Label & Value Changes; New Fields –“Are you Male?” now “Male or Female?” –“High School Diploma or GED Received?” now “High School or Equivalent” 1 (High School Diploma); 2 (GED) 3 (Home Schooled) 4 (Other) –“FAA Adjustment” now “Professional Judgment” –4 additional school codes ISIR Review, Apps-Query, Apps-File Format Not printed on ISIR

16. 16 2008-2009 - Apps ISIR – New fields and values –Reject Override 4 - Marital Status –Reject Override 20 - Non-Filers –Transaction Data Source/Type Codes 2Q & 4Q (Web & Paper Spanish Correction) 7R & 7T (English & Spanish FAFSA4caster Renewal Application) –Application Data Source/Type Code 7R & 7T (English & Spanish FAFSA4caster Renewal Application)

17. 17 2008-2009 - Apps NSLDS View & Print – New fields/renamed fields for Loans –“Subsidized Loan Limit Flag” now “Graduate Subsidized Loan Limit Flag” –“Combined Loan Limit Flag” now “Graduate Combined Loan Limit Flag” –Added “Undergraduate Subsidized Loan Limit Flag” –Added “Undergraduate Combined Loan Limit Flag” –Added “Fraud Loan Flag”

18. 18 2008-2009 - Apps NSLDS View & Print –New fields/renamed fields for Grants –ACG & National SMART Grant “College Year” now “Academic Year Level” “Scheduled Award Amount” “Percent Eligibility Used by Scheduled Award” “Award Year” “Total Percent Eligibility Used by Academic Year Level” –Pell Grant “Percent Scheduled Award Used” now “Percent Scheduled Award Used by Award Year” “Sequence Code” (Currently not populated)

19. 19 2008-2009 - Pell (Grants) Reporting and Attended Pell ID now yellow to indicate they are required on add window “College Year” now “Academic Year Level” for ACG and National SMART Grant

20. 20 2008-2009: Pell (Grants) Import External Add/Change file –First name required if last name is not present –Last name required if first name is not present

21. 21 2008-2009: Pell (Grants) Origination edits added for ACG and National SMART Grant –ACG only allowed for grade levels 0, 1 and 2 –National SMART Grant only allowed for grade levels 3 or 4 –ACG and National SMART Grant records can only be created if the citizenship status is '1' or blank

22. 22 2008-2009: Pell (Grants) Origination edits added for ACG and National SMART Grant –Maximum allowed for ACG grade levels 0 and 1 is $750 –Maximum allowed for ACG grade level 2 is $1300 –HS Program Code required for Eligibility/Payment Reason Code 01

23. 23 2008-2009: Pell (Grants) Disbursement edit added for ACG and National SMART Grant –System date must be within 7 days of the actual disbursement date in order to be saved in EDExpress for all funding method types

24. 24 2008-2009 - Pell (Grants) Grant type (Pell, ACG, National SMART Grant) –Query –Browse (originations & disbursements) –File Formats Student’s first and last name will display in Pell, ACG and National SMART Grant Multiple Entry select records grid

25. 25 2008-2009 - Pell (Grants) ESOA Print Report changes –Report labels updated to more accurately describe the data provided “Pell Reporting School Identifier” will replace “Pell School Number” “Entity Identifier” will replace “Common School Identifier”

26. 26 2008-2009 - Pell (Grants) YTD Report changes –COD has updated the YTD Report to include the following fields Percent Eligibility Used by Scheduled Award Total Percent Eligibility Used by Academic Year Level ACG Scheduled Award & National SMART Grant Scheduled Award

27. 27 2008-2009 - Pell (Grants) YTD Report changes –EDExpress will import the updated YTD file –EDExpress will not store these fields or print them on the report –EDExpress will not use these fields in the YTD Compare

28. 28 2008-2009 - Pell (Grants) MRR Report Changes –COD has updated the MRR Report to include the following field Percent Eligibility Used by Scheduled Award –Will print on the MRR Report

29. 29 2008-2009 - Direct Loans Updated Award Begin/End dates and Academic Year Start/End dates CSB/DLSS message classes now non-cycle specific –DECFENOP (Entrance Loan Counseling) –DLFFEXOP (Exit Loan Counseling) –ED04DQOP (Borrower Delinquency)

30. 30 2008-2009 Fee Percentage

31. 31 2008-2009 Fee Percentage Sub/Unsub loan fee 2.0% for all loans disbursed on or after July 1, 2008 Sub/Unsub loan fee 2.5% for all loans disbursed prior to July 1, 2008 When importing Direct Loan setup information during a prior-year import, the fee will update to 2.5%

32. 32 Changing Fee Percentage IF –Origination status is A (Accepted) and, –Loan has incorrect fee percentage and, –There are no accepted actual disbursements THEN –Change the fee percentage to the correct percentage depending on the date of the first disbursement

33. 33 Changing Fee Percentage To Change the Loan with no accepted Actual Disbursements: 1.Zero-out the accepted loan record; submit change to COD System; receive acceptance of change from COD System 2.Change fee percentage to the correct amount, re- enter the Loan Amount Approved and Save 3.Click Yes on Prompt to Recalculate Anticipated Disbursements 4.Change the first anticipated disbursement date to correspond to the Fee Percentage and click Save.

34. 34 Changing Fee Percentage IF –Origination status is A (Accepted) and, –Loan has incorrect fee percentage and, –There is an accepted first actual disbursement THEN –Change the fee percentage to the correct percentage depending on the date of the first disbursement

35. 35 Changing Fee Percentage To Change the Loan with an accepted first Actual Disbursements: 1.Zero-out the accepted first actual disbursement record; submit adjustment to COD System; receive acceptance of adjustment from COD System 2.Reduce Loan Amount Approved to zero; mark the loan inactive; submit change to COD System; receive acceptance of change from COD System 3.Create and originate an entirely new loan with the correct fee percentage

36. 36 2008-2009 - Direct Loans Additional Unsub Indicator Flag (checkbox) –was optional in Common Record to COD; –will now be mandatory March 2008: Must have Accepted MPN on file at COD, or disbursement will reject

37. 37 2008-09 - Direct Loans PPCI Flag IF –PPCI Flag is checked, but –Additional Unsub is not checked (no PLUS denial), THEN –grade level 5 maximum Unsub eligibility is $5500

38. 38 2008-09 - Direct Loans PPCI Flag IF –Both Additional Unsub flag and PPCI flag are checked THEN –Maximum eligibility increases to $12,500 EDExpress will not edit on the lesser amount COD system will edit on the lesser amount

39. 39 HERA Help Topics 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

40. 40 Direct Loan Tools Release 8.0 Covers the 2006-2007; 2007-2008 and 2008-2009 Award Years –2008-2009 Year cycle added –2005-2006 Year cycle removed –Usual rollover of dates Software Help Text User documentation

41. 41 Direct Loan Tools Release 8.0 Three new fields added to the Rebuild file: –Additional Unsub for Dependent Student Indicator –Preprofessional Coursework Indicator Flag –MPN Expiration Date

42. 42 EDExpress Where Do We Go From Here?

43. 43 Contact Information Phone: 800/330-5947 TDD/TTY services: 800/511-5806 E-mail: CPSSAIG@ed.govCPSSAIG@ed.gov Representatives are available Monday through Friday, 7 a.m. to 7 p.m. (CT) We appreciate your feedback and comments. We can be reached at: