NSLDS Update

Eric Hardy

U.S. Department of Education

Judy Martin

NSLDS Contractor

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Agenda

• Accessing NSLDS

• Pell Grant LEU

• Aggregate Questions

• Report Changes

• Enrollment Reporting

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Accessing NSLDS -Now Behind AIMS

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NSLDS Behind AIMS

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NSLDS Behind AIMS

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NSLDS Behind AIMS

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Agenda

• Accessing NSLDS

• Pell Grant LEU

• Aggregate Questions

• Report Changes

• Enrollment Reporting

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Pell Grant LEU• Lifetime Eligibility Used

– The amount of Federal Pell Grant funds a student may receive is limited to the equivalent of six years of Pell Grant funding

– Since the maximum amount of Pell Grant funding a student can receive each year is equal to 100%, the six-year equivalent is 600%

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Pell Grant LEU• Calculated by COD and provided to NSLDS

• One time “catch up” file provided in July from COD for award year 1973-74 and forward

• All subsequent changes will be sent to NSLDS by COD

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Pell Grant LEU• Displays on websites

– NSLDS Professional Access, Grant page– NSLDS Student Access, Grant section

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NSLDS to CPS•Starting July 2012, Award Year 2012-13, changes include:

– Addition of a new Pell Lifetime Limit Flag in prescreening match between NSLDS and CPS:

• E = Limit met or Exceeds (>= 600%)• C = Close to Limit (between 501% and 599%)• H = High % warning (between 451% and 500%)• N = No Problem

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Pell Grant LEU

• Starting July 2012, Award Year 2012-13, CPS changes include:– SAR ‘C’ Flag set if the Pell Lifetime Limit

Flag is ‘E’ or ‘C’– SAR comments generated for the Pell

Lifetime Limit Flags to help with resolution

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Pell Grant LEU

• Starting July 2012, Award Year 2012-13, CPS changes include:– Addition of new post-screening reason

codes between NSLDS and CPS:– 20 = Pell eligible and met or exceeded Pell LEU limit (greater than or

equal to 600%)– 21 = No longer met or exceeded Pell LEU limit– 22 = Pell eligible and close to Pell LEU limit (between 501% and 599%)– 23 = No longer close to Pell LEU limit

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Pell Grant LEU

Agenda

• Accessing NSLDS

• Pell Grant LEU

• Aggregate Questions

• Report Changes

• Enrollment Reporting

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NSLDS Aggregate Questions

NSLDS Aggregate Calculation Process

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Components of Recent Loans

Pending Disbursement Amount = Net Loan Amount – Disbursement Amount

Loan Status (“in school”)

Loan Period End Date + 90 Days has not passed

Greater of: Disbursement

Amount or OPB

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Components of Older LoansLoan Status

Loan Period End Date + 90

days have passed

Lesser of: Disbursement Amount, OPB, or Net Loan

Amount

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Aggregate OPB

Recent Aggregate Concerns

• Capitalized Interest – Considered, but not counted, when

balance is greater than total disbursed– If borrower pays down the loan, NSLDS

calculation does not differentiate OPB from the capitalized interest

– School can determine appropriateness of awarding additional loan amount

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Filtering Option on Loan Detail Page

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Filtering Option on Loan Detail Page

Recent Aggregate Concerns

• D5 Unsubsidized Consolidation Loans– Included Grad PLUS and Parent PLUS loans

causing inaccurate unsubsidized aggregates– NSLDS adjusted the calculation to exclude loans

paid by consolidation underlying Grad PLUS (D3, GB) loans and Parent PLUS (D4, PL) loans

– Post-screening records will indicate the update

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Agenda

• Accessing NSLDS

• Pell Grant LEU

• Aggregate Questions

• Report Changes

• Enrollment Reporting

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School Portfolio Report (SCHPR1)

• Provides details on borrowers in your current loan portfolio

• Based on loan repayment begin date

• If your school has merged, previous school codes are included

• Available in extract only

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School Portfolio Report Uses

• May eliminate need for other reports

• You can request up to three years of loans that entered or will be entering repayment

• You can track student’s loan activity– Current status– Current principle and interest balances– Delinquency date

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School Portfolio Report

• November 2011 Release:–Addition of consolidation loans

• Consolidation loans added based on the Date Entered Repayment of the underlying loan

–Addition of PLUS borrower identifiers• Changed student identifier fields to borrower identifier

fields. New fields for student identifiers

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School Portfolio Report

• November 2011 Release:– Addition of repayment plan information

• Current repayment plan code• Repayment plan date• Repayment term• Scheduled payment amount

– Record Layout expanded from 400 bytes to 550 bytes

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Delinquency Report (DELQ01)• Now includes delinquent borrowers

reported by all federal loan servicers

• Contains borrower's contact information (address, phone number, and e-mail) as it has been reported to NSLDS

• Driven off of number of days delinquent

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Delinquency Report

• Driven by number of days delinquent

• Remember, data can change based on when the report is run

• Days delinquent could be calculated from School Portfolio Report

• Use Web Page under Aid tab “Delinquent Borrowers” for current up-to-date data

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Delinquent Borrowers Web Option

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Delinquent Borrower Results

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Delinquency Report

• November 2011 Release:–Addition of consolidation loans

• Consolidation loans added based on the School Code of the underlying loan

• Consolidation Indicator• Consolidation ID

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Delinquency Report

• November 2011 Release:–Addition of PLUS borrower identifiers

• Changed student identifier fields to borrower identifier fields. New fields for student identifiers:

– Student SSN– Student First Name– Student DOB

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Delinquency Report

• November 2011 Release:–Merged school access

• Schools that have merged into a new school are now included in the new school’s report

– Original School Code– Original School Location Code

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Agenda

• Accessing NSLDS

• Pell Grant LEU

• Aggregate Questions

• Report Changes

• Enrollment Reporting

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Enhancements for Enrollment Reporting

• New Enrollment Reporting File Format

• Enrollment Reporting Administration

• “Move to” Functionality

• New Data Sources

• New Data Fields

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New Enrollment Reporting File Format Options

• New Enrollment Reporting File Format– Enhanced Fixed Width flat file– Comma Separated Values (CSV) file– eXtensible Markup Language (XML) file

• Layouts posted to NSLDS Record Layouts section on the IFAP website on 4/6/12

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New Enrollment Reporting File Format Options

• Transition to new format by March 31, 2013

• Indicate file type choice on NSLDS new Enrollment Reporting Profile page

• Current file format will be used until a new format is selected on the NSLDS Professional Access website

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Enrollment Reporting Profile

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Use Profile Page for Preferences

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Update File Preferencesby March 31, 2013

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Enrollment Administration Setup

• To assist schools that report for their own campus locations (i.e., do not use a servicer)

• A new option to allow a single location of a 6-digit school OPEID to act as the “Enrollment Administrator” for more than one location (2-digit OPEID code) for the school

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Enrollment Administration Section of Reporting Profile

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Enrollment Administration After Changes

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“Move to” Location Functionality

View of student on Enrollment Summary before move:

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“Move to” Location FunctionalityPerform “move” using Location field online and in

Move To School Branch Code field in batch)

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“Move to” Location Functionality

View of student on Enrollment Summary after move:

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Enrollment New Data Sources

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Enrollment New Data Fields

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Address Icon Term Date,Begin, & End Credential

Level

Additional Options on Enrollment Profile Page

• Enrollment Reporting Schedule– New field to add purpose for roster on this date

– One touch Ad Hoc Roster Request

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Enrollment Reporting

• More to come– New NSLDS Enrollment Reporting Guide– New online upload process– Tools to monitor certification

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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: nslds@ed.gov

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QUESTIONS

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