session 15 nslds update ron bennett & andrea wise
TRANSCRIPT
Session 15
NSLDS Update
Ron Bennett
&
Andrea Wise
2
HERA Related Updates
• New Overpayment types
• Fraud reporting
• PLUS Graduate/Professional Loan program
• Two New Grant types
• Changes to Annual Loan limits
• Updates to Postscreening reason codes
3
Additional NSLDS updates
• ISIR changes for 2007-2008
• Transfer Student Monitoring/FAH processes and
batch file layouts
• Security enhancements
• Additional Web enhancement
• Changes on the horizon
4
Overpayment changes
• NSLDS added two new Overpayment types
– Academic Competitiveness Grant (ACG)
– National Smart Grant (Smart)
• NSLDSFAP Web Site changes
– Web page renamed: Overpayment List
– New Web page: Overpayment History
– Storing history to track lifecycle of each overpayment
5
Overpayments- Web site enhancements
6
Overpayments- Web site enhancements
7
Fraud related changes
• Utilize Overpayment Add/Update Web pages
– By Type
– New Indicator (Fraud)
– Web: Icon to highlight Fraud
– ISIR: NSLDS Overpayment Flag = F
New
8
Fraud related changes
• Fraud reported by loan data providers
– Loan status code driven
• FR – Fraud
– FFEL: Lender held
– Direct Loans: Direct Loans Servicer held
– Perkins: School reported
– DCS: CSB Collections held
• FD – Fraud Guaranty Agency held
9
Fraud related changes
• Community Awareness
– Web: Icon to highlight Fraud
– ISIR: NSLDS Loan Type Code = F
– Postscreening process
10
PLUS Graduate/Professional
• FFEL PLUS Graduate/Professional
• Direct PLUS Graduate/Professional
• Student added to Enrollment Roster for both loan types
11
PLUS Graduate/Professional • Aggregate Calculation impacts
– GB/D3 loan types excluded in Aggregate Totals
– 2006-2007 reporting of PLUS Grad/Prof loans• GB FFEL PLUS Graduate/Professional
– Web site displays “GB”
– Output to schools
» “PL” FFEL PLUS loan type
» Grade levels A, B, C, D or G
• D3 Direct PLUS Graduate/Professional– Web site displays “D3”
– Output to schools
» “D4” Direct PLUS loan type
» Grade levels A, B, C, D or G
12
• Aggregate Calculation impact (con’t)
– Dynamically display Aggregate Loan
Information row combined with PLUS OPB
PLUS Graduate/Professional
13
• Aggregate Calculation impact (con’t)
– 2007-2008 Web display and output to schools as
“GB” and “D3”
– Web/output for D3 Master Promissory Note
(MPN)
– Dynamically displays its own row
PLUS Graduate/Professional
New
14
New Grant types
• Academic Competitiveness Grant (ACG)
• National SMART Grant (Smart)
• Daily Data Provider: COD
– Inaugural load on Dec. 17, 2006
• Viewable in NSLDS as of Monday Dec. 18, 2006
15
• Web changes
– References to Pell Grant will be re-labeled as “Grants”
• All Grants located on same Web Page
– Pell, ACG and SMART
– Data Elements displayed for each Grant type
– Student added to Enrollment Roster
New Grant types
New
New
16
• Reviewing a Grant Alert
Grant Page
New
New
17
NSLDS Grants Web page data elementsDisplay Elements ACG SMARTAward Year
OPEID
Transaction Number
Award Amount
Amount Paid to Date (Disbursed Amt)
Latest Disbursement Date
Date Posted to COD
Student's Grade Level
Award ID
School Submitted Eligibility/Payment Reason
High School Program Code
Student's Major Course of Study (CIP Code)
New
18
New Grant types
• 2006-2007 ISIRS will not contain new grants
• Output to include new Grants types
– 2007-2008 ISIRS
– TSM/FAH processes:
• Included on record layouts/reports after Jan. 1, 2007
– School requested Web Reports
• FAT001 - Request for financial aid history
• OVP001 - School overpayment report
New
19
Annual Loan Limits changes
• NSLDS to increase annual loan limits (Award Year 2007-2008)
– Subsidized Stafford• Academic Level 1 increases to $3,500
• Academic Level 2 increases to $4,500
– Unsubsidized Stafford• Academic Levels A, B, C, D and G increases to
$12,000
20
Postscreening changes
• 3 New Postscreening reason codes for 2007-2008
– “16” Changes to Direct PLUS
Graduate/Professional MPN
– “17” Borrower into Fraud
– “18” Borrower out of Fraud
21
ISIR changes for 2007-2008
• ACG Grants
– Overpayment: flags and contacts
– Ten data elements on ISIR
• Record layout: EDE Technical Reference
– Maximum of 3 Grants sent to CPS
22
ISIR changes for 2007-2008
• SMART Grants
– Overpayment: flags and contacts
– Nine data elements on ISIR
• Record layout: EDE Technical Reference
– Maximum of 3 Grants sent to CPS
23
ISIR changes for 2007-2008• Applicant main record
– Addition of Direct PLUS Graduate/Professional MPN• EDE Technical Reference has layout
• Loan record
– Based on sort order grouping, maximum of 6 loans sent to CPS
– New sort group # 1 for ‘deceased’ loan status codes• DD – Defaulted then Died
• DE – Death
– Sort group # 2 additional loan status codes:• FR and FD (Fraud)
• Reference Material: 2007-2008 ISIR Guide
24
TSM/FAH processes and batch file layouts• Transfer Student Monitoring/Financial Aid History
Processes and Batch File Layouts, dated Oct. 14, 2005
– Record Layouts current until Dec. 31, 2006
• New TSM/FAH Batch File Layouts now available on
IFAP
– Document date: Oct. 24, 2006
– Becomes effective Jan. 1, 2007
– Includes HERA changes
25
TSM/FAH batch file layouts- considerations• Request file
– No change to the incoming 150 byte file layout
• Processed/Outbound file
– TSM Alert/FAH Detail record type 1-
Aggregate & Flags data
• Addition of PLUS Graduate/Professional MPN flag
• Addition of PLUS Graduate/Professional OPB and
Total amounts
• New attributes added in the existing filler at the end
of the record layout to minimize changes
26
TSM/FAH processes and batch file layouts
• Processed/Outbound file (con’t)
– TSM Alert/FAH Detail record type 3-
Overpayments
• Expand descriptions and valid values
– TSM Alert/FAH Detail record type 4- Grants
• Expand descriptions and valid values for new Grant
types
• New attributes added in the existing filler at the end
of the record layout to minimize changes
27
TSM/FAH processes and batch file layouts
• Report/label changes on Page 1
– Overpayments and Flags section
– Aggregate Amounts for PLUS
Graduate/Professional
• OPB and Total Amounts
– Grant data elements for ACG and SMART
28
TSM/FAH Report Layout PRIVACY ACT OF 1974 (AS AMENDED)Report ID: PSE001 U.S. DEPARTMENT OF EDUCATION DATE: MM-DD-CCYYPage No. : ZZ,ZZ9 NATIONAL STUDENT LOAN DATA SYSTEM (NSLDS) TIME: HH:MM:SS Transfer Student Monitoring/Financial Aid History ReportReport Parameters: Requesting Sch/Br Code: XXXXXXXX Sort Sequence: School/Branch Code, SSN Name: XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX City: XXXXXXXXXXXXXXXXXXXX State: XXLAST: XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX FIRST: XXXXXXXXXXXX DOB: MM-DD-CCYY SSN: XXXXXXXXX-------------------- Name History -------------------- Enrollment Begin Date: MM-DD-YYYYLAST FIRST M---- ----- -XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX XXXXXXXXXXXX XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX XXXXXXXXXXXX XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX XXXXXXXXXXXX XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX XXXXXXXXXXXX X____________________________________________________________________________________________________________________________________Overpayment: Award Yr: Contact: Fraud: X Discharged: X Defaulted Loans: X Loan Sat. Repayment: X Active Bankruptcy: XPell: X XXXX XXXXXXXX FSEOG: X XXXX XXXXXXXX Aggregate Change: X Loan Change: X Pell Change: X ACG Change: X SMART Change: XPerkins: X XXXX XXXXXXXX DL Stafford MPN: X DL PLUS MPN: X DL Grad PLUS MPN: XACG: X XXXX XXXXXXXX Exceeds Sub. Limit: X Exceeds Combined Limit: XSMART: X XXXX XXXXXXXX ____________________________________________________________________________________________________________________________________Aggregate Amount for Aggregate Pending Total:FFELP/Direct Loans: Balance: Disbursements: Subsidized Loans: $ZZZ,ZZ9 $ZZZ,ZZ9 $ZZZ,ZZ9 Unsubsidized Loans: $ZZZ,ZZ9 $ZZZ,ZZ9 $ZZZ,ZZ9 Combined Loans: $ZZZ,ZZ9 $ZZZ,ZZ9 $ZZZ,ZZ9 Consolidation Loans, Unallocated: $ZZZ,ZZ9 $ZZZ,ZZ9 Graduate PLUS Loans: $ZZZ,ZZ9 $ZZZ,ZZ9 PLUS Loans: $ZZZ,ZZ9 $ZZZ,ZZ9Perkins Loans: Outstanding Principal Bal: $ZZZ,ZZ9 Current Year Loan Amount: $ZZZ,ZZ9____________________________________________________________________________________________________________________________________Pell Payment Award Attending Tran: Sch.Amt: Award Amt: Disb.Amt: Latest Disb. % Sch. Posted by EFC: Ver.Flag:Data: Year: Sch.Code: Used: COD: XXXX XXXXXXXX XX $ZZZ,ZZ9 $ZZZ,ZZ9 $ZZZ,ZZ9 MM-DD-CCYY ZZ9.9999 MM-DD-CCYY 999999 XXX # XXXX XXXXXXXX XX $ZZZ,ZZ9 $ZZZ,ZZ9 $ZZZ,ZZ9 MM-DD-CCYY ZZ9.9999 MM-DD-CCYY 999999 XXX XXXX XXXXXXXX XX $ZZZ,ZZ9 $ZZZ,ZZ9 $ZZZ,ZZ9 MM-DD-CCYY ZZ9.9999 MM-DD-CCYY 999999 XXX ____________________________________________________________________________________________________________________________________ACG Payment Award Attending Tran: Award Amt: Disb.Amt: Latest Disb. Posted by Award ID Grade Sch HS PgmData: Year: Sch.Code: COD: Lvl Rsn XXXX XXXXXXXX XX $ZZZ,ZZ9 $ZZZ,ZZ9 MM-DD-CCYY MM-DD-CCYY XXXXXXXXXXXXXXXXXXXXX X XX XXXXXX# XXXX XXXXXXXX XX $ZZZ,ZZ9 $ZZZ,ZZ9 MM-DD-CCYY MM-DD-CCYY XXXXXXXXXXXXXXXXXXXXX X XX XXXXXX XXXX XXXXXXXX XX $ZZZ,ZZ9 $ZZZ,ZZ9 MM-DD-CCYY MM-DD-CCYY XXXXXXXXXXXXXXXXXXXXX X XX XXXXXX____________________________________________________________________________________________________________________________________SMART Payment Award Attending Tran: Award Amt: Disb.Amt: Latest Disb. Posted by Award ID Grade MajorData: Year: Sch.Code: COD: Lvl XXXX XXXXXXXX XX $ZZZ,ZZ9 $ZZZ,ZZ9 MM-DD-CCYY MM-DD-CCYY XXXXXXXXXXXXXXXXXXXXX X XXXXXXX XXXX XXXXXXXX XX $ZZZ,ZZ9 $ZZZ,ZZ9 MM-DD-CCYY MM-DD-CCYY XXXXXXXXXXXXXXXXXXXXX X XXXXXXX# XXXX XXXXXXXX XX $ZZZ,ZZ9 $ZZZ,ZZ9 MM-DD-CCYY MM-DD-CCYY XXXXXXXXXXXXXXXXXXXXX X XXXXXXX PRIVACY ACT OF 1974 (AS AMENDED)
29
Transfer Student Monitoring Alerts
• Alert triggers for new ACG and SMART Grants
– Changes made by another school in:
• Award Amount
• Amount paid to date or
• Latest disbursement date changed
– Alerts generated for Informing/New school
30
Transfer Student Monitoring Alerts
• Considerations/timing when Informing NSLDS
– Review NSLDS Website for ACG/SMART
Grants mid-December until Jan. 1, 2007
– Look for ACG/SMART Grant Alerts the 1st
week of January 2007 for 2006-2007 Award
Year Grant data
31
Security enhancements
• Completely Automated Public
Turing Test to Tell Computers and
Humans Apart (CAPTCHA) tool
– Implemented Mid-August
– DCL GEN-05-06
• Automatic ID Deactivation
process
32
Security enhancements- con’t
• TSM School Profile setup- verify SAIG TG Mailbox
33
Additional Web enhancement
• Servicer Code displayed on Loan History
34
Org Contact
35
Changes on the horizon
• New and improved Guaranty Agency Data
Provider Schedule
New
36
Changes on the horizon
• Online NSLDS Access to foreign schools
– Available in 2007
– View student financial aid history information
– Enrollment Reporting capabilities
– Transfer Student Monitoring
– eCDR
– Reports
New
37
NSLDS Customer Service
We appreciate your feedback and comments.
We can be reached at:
• Phone: 1-800-999-8219
• Fax: 785-838-2154
• Email: [email protected]
• Web site: www.nsldsfap.ed.gov