Session #15EDExpress Update

Maria Marella, U.S. Department of Education

Bob Martin, U.S. Department of Education

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Agenda• 2007-08 products• 2008-09 products• Discussion

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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)

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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

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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

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2007-08 EDExpress Release 3.1

• PLUS MPN changes• Grad PLUS MPN changes• Modified TG#’s to accommodate

alpha/numeric characters

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Release 3.1 - MPNs

• New PLUS MPN–Prints field labels and values (non-label version)

–Order from ED Pubs at http://www.fsapubs.org/

–You may begin using the new MPN at this time

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

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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

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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

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Release 3.1 - TG #’s

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Release 3.1 - TG #’s

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2008-09 PC Products• Minimal changes

– Global– Apps – Pell (Grants)– Direct Loan

• Direct Loan Tools (v8.0)

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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

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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

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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)

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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”

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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)

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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

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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

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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

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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

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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

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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

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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”

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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

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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

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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

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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)

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2008-2009 Fee Percentage

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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%

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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

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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.

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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

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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

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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

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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

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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

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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

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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

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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

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EDExpress

Where Do We Go From Here?

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Contact Information

• 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)

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