changes to 2012—2013 required data tammy gay| 5.23.2013 2014-2015 fisap

Changes to 2012—2013 Required Data

Tammy Gay| 5.23.2013

2014-2015 FISAP

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• Campus-Based Fiscal Operations Report and Application to Participate (FISAP), Instructions, and Technical Reference

2014-2015 FISAP

• Tammy Gay| 5.23.2013

2014-2015 FISAP and Tech Ref

• 2014-2015 FISAP used to report 2012-2013 data and request 2014-2015 funding

• Draft FISAP, Instructions and Technical Reference posted to IFAP in Electronic Announcement 3/14/13

• Includes changes to data collection• Part I - Additional Institutions• Part II – Non-Traditional Calendar Enrollment• Part VI – Income Grid• FISAP Upload discontinued

• Final to be posted in June after OMB approval• 60-day FRN posted March 19, 2013 in 78 FR 16841

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Additional Institutions

• FISAP-Part I, Section A, item 5.• Additional Institutions (formerly Additional Locations)

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Mock up of new data entry – Additional Institutions


• FISAP-Part I, Section A, item 5.• Unique 8-Digit OPEID Explanation – the first and last two digits are

ALWAYS zero

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0 2 3 4 5 6 0 0

Always Zero



ALWAYS zero• The first 6 digits identify the institution

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Institution 0 2 3 4 5 6 0 0

Always Zero



ALWAYS zero• The first 6 digits identify the institution• The last 2 digits identify the location

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Always Zero Location00 = main campus01, 02, etc = additional campus locations



ALWAYS zero• The first 6 digits identify the institution• The last 2 digits identify the location • If an institution has more than 99 additional campus locations, first digit is

incremented to 1

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Always Zero Location00 = main campus01, 02, etc = additional campus locations

If more than 99 additional campus location, 1st digit incremented to 1… more than 199 incremented to 2…etc.

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• FISAP-Part I, Section A, item 5.• Reminder: Funds must be made reasonably available to ALL qualified

students at each eligible institution for which funds have been requested on the FISAP.

• FISAP Instructions Updates – Additional Institutions• Pages iii and 1-2

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Non-Traditional Calendar Enrollment

• FISAP-Part II, Sections D and F.• Graduate Students added to Non-Traditional Calendar Enrollment

reporting. • Section D. Information on Enrollment

Non-Traditional Calendar Enrollment

• FISAP-Part II, Sections D and F.• Graduate Students added to Non-Traditional Calendar Enrollment

reporting. • Section F. Information on Eligible Aid Applicants

• FISAP Instructions Updates – Non-Traditional Calendar Enrollment• Pages II-4 through II-12

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Distribution of Expenditures

• FISAP-Part VI, Section A. Distribution of Program Recipients and Expenditures by Type of Student

Distribution of Expenditures

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FISAP Upload Discontinued

• FISAP Upload Discontinued

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FISAP Instructions - Updates

• Introduction• Additional Institutions - updates• Deadline Dates and Funding Schedule - updates

• Part I• Section A, Field 1(a) – Explain the need for additional

information if the school is a new applicant for 2014-2015 but its students were included in a FISAP filed by a different institution last year.

• Section A, Field 5 – Revise Additional Institution data entry information.


• Part II• Section A, Introduction – Add a note to explain that if a

Program Participation Agreement does not reflect eligibility for a specific Campus-Based program, data cannot be entered to request funds for that program.

• Section C, Field 6. – Provide additional information concerning Waiver of the FWS/FSEOG institution-share requirement for Title III/V institutions.

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• Part II (cont’d)• Section D, Fields 7-8. – Provide clarification that High School

students who are also enrolled in postsecondary classes are not “regular” students are not to be reported as enrolled for the purposes of the FISAP.

• Section D, Fields 9-21. – Provide clarification concerning enrollment information for a school with a non-traditional calendar.

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Technical Reference

• Record Layout Changes• FISAP Record Type removed due to discontinued FISAP Upload

Option (previously field 1) and field numbering revised accordingly.• Fields 18 through 24 modified to reflect changes in Additional

Institutions data entry.• Fields 75 through 102 added to reflect changes in non-traditional

enrollment information collection.• Fields 436 through 442 modified to reflect expansion of the Part VI

income grid.• Fields 443 through 470 added to reflect expansion of the Part VI

income grid.• Fields 520 through 547 added to reflect expansion of the Part VI

income grid

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Technical Reference

• Changes to Edits• Field 28 – space is not a valid character in the FAA email address.• Field 400 – added edit to validate unduplicated recipient count.• Field 407 – added edit to validate unduplicated recipient count.• Field 414 – added edit to validate unduplicated recipient count. • Field 421 – added edit to validate unduplicated recipient count.• Field 428 – added edit to validate unduplicated recipient count.• Field 435 – added edit to validate unduplicated recipient count.• Field 442 – added edit to validate unduplicated recipient count.• Field 477 – added edit to validate unduplicated recipient count.• Field 484 – added edit to validate unduplicated recipient count.• Field 491 – added edit to validate unduplicated recipient count.• Field 498 – added edit to validate unduplicated recipient count.

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Technical Reference

• Changes to Edits (cont’d)• Field 512 – added edit to validate unduplicated recipient count.• Field 519 – added edit to validate unduplicated recipient count.• Field 552 – added edit to validate unduplicated recipient count.• Field 559 – added edit to validate unduplicated recipient count.

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Thanks!

?

Wendy Jerreld & Dan Sullivan

U.S. Department of Education

2013 Software Developers Webinar

Common Origination and

Disbursement (COD) System Update

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Agenda

• COD Release 12.0 Recap• COD Release 12.1 Recap• COD Release 12.2 Grant Update• Top Pell Grant COD Edits• COD Release 12.0 DL Recap• COD Release 12.2 DL Update• COD Release 12.3 Update• Future Enhancements• Top Direct Loan COD Edits• COD Technical Reference Updates

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COD Release 12.0 Recap

With Release 12.0, the COD System implemented the following functionality on March 22, 2013:

• Modifications to the Pell LEU Report• Ability to Benefit (ATB) modifications

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COD Release 12.0 RecapPell LEU Report

With Release 12.0, the production of the Pell LEU Report was extended for future award years.

• Available now in SAIG format Comma-Delimited Format SAIG Message Class: PGLEYYOP Where “YY” is award year Example: PGLE14OP for award year 2013-2014

• No longer in the school’s Pell newsbox on the COD Reporting website The last Pell LEU Report for Award Year 2012-2013 will be

generated in the newsbox on October 5, 2013

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COD Release 12.0 RecapAbility to Benefit

With Release 12.0, the COD System implemented the following modifications to Ability to Benefit (ATB):

• Applicable for all COD programs (Pell, Direct Loans and TEACH) • New valid values for <AbilityToBenefitCode> tags

06 = High School Diploma

07 = GED

• <AbilityToBenefitCode> tag is now a required field for 2013-2014 and forward

• Reject Edit 994 will be triggered if the <AbilityToBenefitCode> tag is not submitted on origination for any program

• New warning Edit 199 when <AbilityToBenefitCode> tag value submitted does not match the High School Diploma or equivalent value from the CPS Transaction Number

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COD Release 12.0 RecapAbility to Benefit

Also, the Ability to Benefit modifications included: • Reject Edit 198 if the <AbilityToBenefitCode> tag is submitted

on origination with values equal to 05 “Other” and 03 “State” For all COD programs (Pell, Direct Loans and TEACH)

For origination and maintenance

Award years 2011-2012 and forward

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COD Release 12.1 Recap

With Release 12.1, the COD System implemented the following functionality on May 3, 2013:

• Integrate Participation Management into the COD Web login Access to the COD Web including User ID and passwords will be

managed through Participation Management, not COD

The COD Web Home page, Login page, and User Information pages have been modified

A new User Role List page will be added for users with multiple active roles

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COD Release 12.2 Grant Update

With Release 12.2, the COD System will implement the following Grant functionality on June 28, 2013:

• COD will return a hard Reject Edit for Pell LEU 600% Limit Will be Reject Edit 201 Applies to Award Years 2012-2013 and forward On the Disbursement Level during Origination and Maintenance for

Pell award For correcting schools, the edit can only update the disbursements

that are submitted Both correcting and rejecting schools may be subject to further de-

obligation

Note: COD Edit 177 and 178 will not be modified

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Edit #

Type Block Message Condition

201 Correcting/Reject

Disb Pell LEU Exceeds the limit of 600%

Pell LEU exceeds the Pell LEU Limit of 600.000% due to one or more of the following award or disbursement changes: Award Level Change: 1. Cost of Attendance 2. CPS Transaction Number

Disbursement Level Change: 1. Change to actual disbursement amount 2. New actual disbursement 3. Change to Disbursement Release Indicator

Note: For correcting schools, edit 201 will only update the disbursements that are submitted. Both correcting and rejecting schools may be subject to further de-obligation if there is no action taken within 30 days of the student’s LEU exceeding the 600% limit.

COD Release 12.2 Grant UpdatePell LEU Reject Edit

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COD Release 12.2 Grant UpdatePell LEU Reject Edit

With Release 12.2, the COD System will reduce the disbursements of flagged awards until the student’s LEU equals 600%

• Will occur if the school has not submitted disbursement reductions that reduced the student’s LEU to 600 or lower within 30 days

• Award years 2012-2013 and forward• Negative Disbursement response will be sent to affected

schools

Edit Message # of Triggers

W-177 Lifetime Percentage of Eligibility Used is near the lifetime limit 2,216,476

R/C-56 Sequence Number Not In Sequential Order 479,200

R-58 Duplicate Disbursement Information On File 258,620

R-994 Missing Value 190,565

R-996 Invalid Value 105,281

Top Pell Grant COD EditsEdits for 2012-2013 Award Year

* Data as of 4/17/2013

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W-177 Lifetime Percentage of Eligibility Used is near the lifetime limit 900

W-199‘HS Diploma or Equivalent Field’ on corresponding CPS transaction does not match Ability To Benefit Code submitted 310

Edits for 2013-2014 Award Year

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COD Release 12.0 DL Recap

With Release 12.0, the COD System implemented the following Direct Loan functionality on March 22, 2013:

• Direct Loan and TEACH SAS disbursement detail available On Demand

• Exit Counseling available on StudentLoans.gov New value(s) in the <CounselingType> for Exit Counseling <CounselingType> values to be published in early Fall Exit Counseling data has been added to the existing COD

Counseling Report

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COD Release 12.0 DL RecapSAS Disbursement On Demand

COD now provides Schools the option to request TEACH and Direct Loan SAS Disbursement Detail on an On Demand basis.

• Grant Data Requests, DL Rebuild and SAS Disbursement Detail have been combined on one COD Web page

• New message classes have been created for the data requested DL and TEACH SAS files

• All message classes can be found in the COD Technical Reference (Volume 2, Section 2)

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COD Release 12.0 DL RecapSAS Disbursement On Demand

Users have the following options for SAS Disbursement Detail On Demand:

• Direct Loan or TEACH Program• Award Year• Start Date/End Date, Month-to-Date or Year-to-Date • Format • Display Names of Borrowers • Direct Loan SAS Detail

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COD Release 12.2 DL Update

With Release 12.2, the COD System will implement the following functionality on June 28, 2013:

• Enrollment School Code added to the Direct Loan and TEACH Rebuild Files

• Evaluate borrowers for the new Subsidized Usage Limit Applies (SULA) Flag

• Increase the Loan Origination Fee

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COD Release 12.2 DL UpdateDirect Loan Rebuild File

With Release 12.2, the Enrollment School Code will be added to the Direct Loan and TEACH Rebuild Files.

• Located Disbursement Detail Records • Only populated for Award Years 2012-2013 and forward• Direct Loans: Only added for actual disbursements • TEACH: Added for both actual and anticipated disbursements

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COD Release 12.2 DL UpdateDirect Subsidized Loan 150% Threshold

With Release 12.2, Phase 1 of the modifications to enforce a 150% threshold for Direct Subsidized Loans will be implemented.

• COD will evaluate borrowers for the new Subsidized Usage Limit Applies (SULA) Flag

• Flag will be set if the borrower has no outstanding loan balance at the time he/she receives a Direct Loan after June 30, 2013

• Flag will be displayed on the COD Web’s View Person Information page Flag is not editable by the School

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A new Warning Edit will be created to notify Schools of the borrowers who have received the Subsidized Usage Limit Applies Flag.

Edit # Type Message

200 Warning The borrower had no outstanding loan balance at the time a Direct Loan was received after June 30, 2013 and is subject to the 150% Subsidized Usage Limit.

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Schools will also receive a new report displaying all students that that have received the Subsidized Usage Limit Applies Flag.

• Identifies borrowers with an Subsidized Usage Limit Applies flag set to ‘Y’

• If an award has been submitted for a student who has a Subsidized Usage Limit Applies flag set to ‘Y’, then the student will appear on the School’s report for 90 days Each borrower will appear only once per school report per Award

Year• Delivered via the Schools’ News Boxes on the COD Reporting

Web site weekly in CSV format If no Borrowers meet the report generation criteria, the School will

not receive a report for that week

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COD Release 12.2 DL UpdateIncrease Loan Origination Fee

With Release 12.2, the COD System will apply the new Loan Origination Fee Percentage for loans with Earliest Disbursement Date (EDD) on or after 07/01/2013.

Loan Type Prior Rate New Rate

Subsidized Loans 1.0% 1.051%

Unsubsidized Loans 1.0% 1.051%

Direct PLUS Loans 4.0% 4.204%

Note: Existing calculation and truncation rules remain the

same

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Currently, the COD Release 12.3 will be implemented at the end of October 2013.

Stay tuned details…

COD Release 12.3 Update

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The following enhancements are slated for future COD releases:

• Full Schema Validation• Phase 2 of implementing the Direct Subsidized Loan 150%

threshold• Enforcing the 15 Day reporting deadline for disbursements

Applied to all COD programs Previously, the rule was 30 days to report a disbursement The reporting deadline is set by a Federal Register notice and

was effective starting on April 1, 2013

COD Future Enhancements

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For the 2014-2015 award year, COD will begin performing full XML Common Record schema validation.

• New validation will be based on the Common Record XML schema version that is published Enforced: 3.0d, 3.0e, and 4.0a Retiring: 2.0e, 3.0a, 3.0b, and 3.0c

• Examples of common errors include general file formatting such as: Invalid character or invalid byte Content before the <?xml tag Opening tag exists but end tag is missing

• Software Vendors will be receiving reports outlining XML schema errors common for their software

COD Future EnhancementsFull Schema Validation

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By the end of May, Software Vendors will be receiving reports outlining XML schema errors that have been found in common records created using their software.

• Reports to display only errors that were found Will be not be a list of all potential errors within the software

• Resolving these issues will get a School/Software Vendor closer to providing a clean common record XML

• The published schema should be utilized for all XML validation rules


For inquiries regarding XML schema enforcement contact:

[email protected]

mailto:[email protected]


Sample Schema Errors Report

Edit Message # of TriggersW-59 Duplicate Adjustment Information on File 2,731,799

R-56 Sequence Number Not In Sequential Order 1,442,382

R-58 Duplicate Disbursement Information On File 804,131


R-996 Invalid Value 442,623

Top Direct Loan COD EditsEdits for 2012-2013 Award Year

* Data as of 4/17/2013

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R-140 Incorrect Origination Fee Percent and/or Interest Rebate Percent on New Awards

2,325

W-199 ‘HS Diploma or Equivalent Field’ on corresponding CPS transaction does not match Ability To Benefit Code submitted

794

Edits for 2013-2014 Award Year

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COD Technical Reference Updates

Date Technical Reference Updates

May 2013 Revised Technical Reference was posted based on Summer and Fall 2013 system modifications

Late Summer/Early Fall

New schema is targeted for publication

November 2013 Technical Reference to be posted with a new schema

Note: COD Tech Reference’s Common Record Layout will be redesigned for the

November 2013 publication

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Contact InformationWe appreciate your feedback and comments. We can be reached at:

Direct Loans: Wendy Jerreld

Phone: (202) 377- 4135

Email: [email protected]

Grants: Dan Sullivan

Phone: (202) 377- 3114




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Contact InformationCOD School Relations Center


URL: http://www.cod.ed.gov

Phone - Grants: (800) 474-7268

Phone - Direct Loans: (800) 848-0978


http://www.cod.ed.gov/

U.S. Department of Education

2014-2015

May 23, 2013

Software Developers Webinar

CENTRAL PROCESSING SYSTEM (CPS)

The CPS Update will provide information for programmers and data processing staff about planned changes for 2014-2015 that will impact the Institutional Student Information Record (ISIR) layout.

We will also provide an advance overview of changes to the CPS that are planned for 2014-2015, including edits and customized verification.

Presenter: Cheryl Tisdale

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2014-2015 Update Agenda

• Institutional Student Information Record (ISIR) Changes

• CPS Changes

• Important Dates

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2014-2015 Institutional Student Information Record

(ISIR) Changes

2014-2015 ISIR Record Layout Changes

• Increase in field lengths (Student and Parent financial fields and EFC)

• Adding Tax Filing Status Fields• Adding IRS Display Flag Fields• Adding fields and values related to the 150% Loan Limit• Adding a new value to the Parent’s Marital Status question• Field label changes related to defining “parent” • Fields renumbered based on data element changes

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• Student Financial Fields will be increased to 7 digits.

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Increase Field Lengths-Student

STUDENTSStudent’s AGI

Student’s Taxes Paid

Student’s Income

Spouse’s Income

Student’s Cash, Savings, and Checking

Student’s Real Estate/Investment Net Worth

Student’s Business/Farm Net Worth

Student’s Education Credits

Student’s Child Support Paid

Student’s Need-Based Employment

Student’s Grant/Scholarship Aid

Student’s Combat Pay

• Student Financial Fields will be increased to 7 digits.

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Increase Field Lengths-Student, Con’t

STUDENTSStudent’s Co-op Earnings

Student’s Pension Payments

Student’s IRA Payments

Student’s Child Support Received

Student’s Interest Income

Student’s IRA Distributions

Student’s Untaxed Pensions

Student’s Military/Clergy Allowances

Student’s Veteran’s Non-Education Benefits

Student’s Other Untaxed Income

Student’s Other Non-Reported Money Received

• Parent Financial Fields will be increased to 7 digits.

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Increase Field Lengths-Parent

PARENTSParents’ AGI

Parents’ Taxes Paid

Father’s Income

Mother’s Income

Parents’ Cash, Savings, and Checking

Parents’ Real Estate/Investment Net Worth

Parents’ Business/Farm Net Worth

Parents’ Education Credits

Parents’ Child Support Paid

Parents’ Need-Based Employment

Parents’ Grant/Scholarship Aid

Parents’ Combat Pay

• Parent Financial Fields will be increased to 7 digits.

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Increase Field Lengths- Parent, Con’t

PARENTSParents’ Co-op Earnings

Parents’ Pension Payments

Parents’ IRA Payments

Parents’ Child Support Received

Parents’ Interest Income

Parents’ IRA Distributions

Parents’ Untaxed Pensions

Parents’ Military/Clergy Allowances

Parents’ Veteran’s Non-Education Benefits

Parents’ Other Untaxed Income

• Student and Parent Assumed Financial Fields will be increased to 7 digits.

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Increase Field Lengths- Assumed

ASSUMEDAssumed Student’s AGI

Assumed Taxes Paid

Assumed Income

Assumed Spouse’s Income

Assumed Parents’ AGI

Assumed Parents’ Taxes Paid

Assumed Father’s Income

Assumed Mother’s Income

The length of the following EFC values will be increased to 6 digits.

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Increase Field Lengths- EFC Calculation

EFC CalculationPrimary

Secondary

Alternate

Signature Reject

The length of the following EFC Intermediate values will be increased to 8 digits.

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Increase Field Lengths-EFC Calculation,Con’t

Primary

TI

STIAI

AAIFISAP TI

Secondary

TI

STIAI

AAIFISAP TI

Adding Tax Return Filing Status to ISIR

The following data elements will be added to the ISIR record.

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Tax Return Filing Status

Student’s Tax Return Filing Status

Parents’ Tax Return Filing Status

Adding IRS Display Flags to ISIR

The following data elements will be added to the ISIR record.

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IRS Display Flags

Student IRS Display Flag

Parent IRS Display Flag

The following NSLDS fields will be added to the ISIR record:

• These fields will be passed from NSLDS to CPS starting with 2014-2015 at the borrower level during pre-screening

• New NSLDS Post-Screening Reason Code 25 value

• https://federalregister.gov/a/2013-11515. (DCL: GEN-13-13)

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Subsidized Usage Limit Applies (SULA) Flag

Added Value

Subsidized Usage Limit Applies Flag (SULA)

Y/N

Subsidized Loan Eligibility Used (SLEU)

000v000

https://federalregister.gov/a/2013-11515

• The parents marital status question has been updated to read “As of today, what is the marital status of your legal parents (biological and/or adoptive)?”

• The ISIR will continue to display “Parents Marital Status:” for this question.

• A new value of “Unmarried and both parents living together” will be added as a response to this question.

• Additionally, the response of “Single” is being changed to “Never Married”.

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Changes for “Parent 1 and Parent 2”

• The ISIR record will be updated for these new values to Parents’ Marital Status

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New Values to Parents’ Marital Status

1 = Married or Remarried

2 = Never Married

3 = Divorced or Separated

4 = Widowed

5 = Unmarried and both parents living together

Some labels changing to include the “Parent 1”/”Parent 2” references on the ISIR

• *Note that these changes are not final but reflect what FSA has currently proposed. Approval for final changes will come in July.

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Current Field Name Proposed Field Name

Father’s Educational Level “Parent 1 Educational Level”

Mother’s Educational Level “Parent 2 Educational Level”

Father’s/Stepfather’s SSN/Last Name/First Name Initial/DOB

“Parent 1 (Father’s/Mother’s/Stepparent’s)

Mother’s/Stepmother’s SSN/Last Name/First Name Initial/DOB

“Parent 2 (Father’s/Mother’s/Stepparent’s)

Father’s/Stepfather’s Income Earned from Work “Parent 1 (Father’s/Mother’s/Stepparent’s) Income Earned from Work

Mother’s/Stepmother’s Income Earned from Work “Parent 2 (Father’s/Mother’s/Stepparent’s) Income Earned from Work

2014-2015 CPS Changes

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Planned CPS/FOTW Changes• Edits and SAR comments will be added for conflicting

marital status/tax return filing status combinations

• Edits that include Parents’ marital status will be updated to treat the new value of “unmarried and both parents living together” the same way as “married”.

• Edits will be added in FOTW to generate an error message if the applicant (parent or independent student) answers “Yes” to the Asset Threshold Exceeded question and then enters amounts in the asset fields that are equal to or less than the total asset threshold amount.

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Planned CPS/FOTW Changes• Offsets in the EFC formulas will be updated for

inflationary changes

• The EFC Employment Allowance and Asset Protection Allowance calculations for parents will be updated to treat the new value of “unmarried and both parents living together” the same way as “married”.

• Verification Selection will be updated to include a new Verification Tracking Flag value of V6 for “Household Resources” and V2 (SNAP) will become “FSA Use Only”.

Important Dates

• May 6, 2013, • 60 day public comment period for the Federal

Register draft of the 2014-2015 Free Application for Federal Student Aid (FAFSA). Comments due July 5, 2013

• August 22, 2013• Annual 2014-2015 Software Developers

Conference Conference

• Mid-August 2013• 2014-2015 Electronic Data Exchange (EDE)

Technical Reference draft (including the ISIR Record Layout and ISIR Cross-Reference)

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Important Dates

• Mid-August 2013• 2014-2015 Application Processing System

Specifications for Software Developers draft

• End of October 2013• 2014-2015 EFC Formula Guide on the IFAP Web

site, pending final 2012 IRS tax legislation

• October 2013• 2014-2015 CPS Test System User Guide

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Important Dates

• October 2013• 2014-2015 Electronic Data Exchange (EDE)

Technical Reference- Final

• October 2013• 2014-2015 ISIR Guide on the IFAP

• November 2013• 2014-2015 SAR Comment Codes and Text

• December 2013• The CPS Test System is made available

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Important Dates

Important Dates

• January 1, 2014• 2014-2015 FAFSA on the Web site is available

to students and 2013-2014 FAA Access to CPS Online Web site

• January 2, 2014• The 2014-2015 CPS begins processing

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Cheryl Tisdale

Phone: 202-377-3227

[email protected]

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Contact InformationWe appreciate your feedback and comments


Software Developer Conference

Jim Yoder| 05.23.2013

NSLDS UPDATE

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NSLDS Updates

• Reports Update• Enrollment Reporting• Repayment Plan Reporting• Phase 1 for 150%

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Reports Update

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Borrower Demographic Report

• Report includes borrowers from the school code of the requesting FSA User ID

• Provides demographic data as reported to NSLDS by multiple sources

• Includes:• Borrower Identifiers• Address• Phone number• E-mail address

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On Report Tab, Report List, Select SCHBR1

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• Provided as an extract file via SAIG• In fixed-width, delivered in message class DEMOFWOP

• In comma separated value (CSV), delivered in message class DEMOCDOP

• Sent to the mailbox associated with the FSA User ID that requested the report

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• Can be used in conjunction with the School Portfolio Report (SCHPR1)

• Layout available on the NSLDS Record Layouts page on the Information for Financial Aid Professionals (IFAP) Web site

http://ifap.ed.gov/ifap/byNSLDSType.jsp?type=NSLDS%20Record%20Layouts



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School Portfolio Report

• February 2013 enhancements• Includes 11 New Repayment Plan Types• Most Recent Repayment Plan Type, field position 493-494 (fixed-width)

• Current Repayment Play Type (CSV)






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Median Borrowing Backup Detail Report

• Median Borrowing is used on the College Scorecard metrics

• Report provides the student and loan information used in the calculation

• Sent to the mailbox associated with the FSA User ID that requested the report

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On Report Tab, Report List, Select SCHMB1

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• Provided as an extract file via SAIG

• In fixed-width only

• Delivered in message class SCMBDROP


Median Borrowing Backup Detail Report




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Enrollment Reporting

COD Enrollment School Code• Allows NSLDS to place the student on the correct school

location’s roster• Location reporting is critical• Administrators can move a student to any location they administer without

updating the COD Enrollment School Code

• Reported with disbursement records• Reported to NSLDS by COD on Pell Grant disbursements• Provided by Federal Loan Servicers on Direct Loan disbursements

• Please be diligent to ensure the correct school code is reported to COD. The COD Enrollment School Code is not edited to be reasonable to the attending or original school codes.

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Repayment Plan Reporting

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New Repayment Plan Types

• As of February, 2013, new repayment plans are being accepted and displayed on NSLDS

• Repayment Plan Type codes are only reported to NSLDS by the Department’s federal loan servicers

• ED loan servicers report on Direct Loans and FFEL Loans that are owned by the Department

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New Repayment Plan Types Available repayment plan types on NSLDS, with the new types highlighted

Code Repayment Plan TypeC1 Income Contingent Repayment– Formula Amount

C2 Income Contingent Repayment– Capped Amount

C3 Income Contingent Repayment

CG Consolidation Graduated Repayment

CS Consolidation Standard Repayment

EF Extended Fixed Repayment

EG Extended Graduated Repayment

FE Fixed Payment, Extended Term Repayment

FF Fixed Payment, Fixed Term Repayment

GR Graduated Repayment

I3 Income Based Repayment (Future Use)

IB Income-Based Repayment – Financial Hardship

IC Income Contingent Repayment

IL Income Based Repayment– No Financial Hardship

IS Income Sensitive Repayment

J1 Alternative Fixed Payment Repayment

J2 Alternative Fixed Term Repayment

J3 Alternative Graduated Payment Repayment

J4 Alternative Negative Amortization Repayment

PA Pay as You Earn Repayment

SF Standard Repayment

SG Graduated 10-Year Repayment

SP Special Plan/Secretary's Option Repayment

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New Repayment Plan Types • The repayment plan types are included:

• On the NSLDSFAP Web site on the Loan Detail pages

• In the School Portfolio Report (SCHPR1)• In the Delinquency Report (DELQ01)

• In late June or early July, repayment plan type of P1 (Pay As You Earn – No Financial Hardship) will be added to NSLDS

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150% Direct Subsidized Loan Limit – NSLDS Phase 1

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Subsidized Usage Limit Applies (SULA)• NSLDS will receive the SULA flag• The Department designated a new loan

type code of “D0” for Direct Stafford Subsidized SULA Eligible loans

• For award year 2014-2015 NSLDS converts to “D1” loan type for CPS

• All NSLDS reports with loan type output to use the “D0” value

• Future enhancements:• A SULA flag identifying borrowers who are SULA eligible will display on the NSLDSFAP Web site

99

Updates to School Portfolio Report

• School Portfolio Report (SCHPR1) will be updated to include:• New loan type of “D0” in the list of loan types identifying Direct loans

• SULA Flag indicator on a loan

• Updated record layouts will be posted to IFAP later this summer.

100

NSLDS Contact Information

Customer Support Center:• Phone: 800-999-8219• Toll: 785-838-2141 • Fax: 785-838-2154• Web: www.nsldsfap.ed.gov • E-mail: [email protected]

http://www.nsldsfap.ed.gov/


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