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2011-2012 FAS System Update

2011-2012 FAS System Update. Presented by: Steve Angle AES/PHEAA Education Services Group. 1. Topic Agenda. Mid-year Changes: 2010-2011 Application and ISIR Processing Changes: 2011-2012 Need Analysis Changes: 2011-2012 Key Processing Dates: 2011-2012 FAS System Changes: 2011-2012. 2.

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2011-2012 FAS System Update

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  1. 2011-2012 FAS System Update Presented by: Steve Angle AES/PHEAA Education Services Group 1

  2. Topic Agenda • Mid-year Changes: 2010-2011 • Application and ISIR Processing Changes: 2011-2012 • Need Analysis Changes: 2011-2012 • Key Processing Dates: 2011-2012 • FAS System Changes: 2011-2012 2

  3. MID-YEARCHANGES 2010-2011 3

  4. Mid-year Changes (2010-2011) • ISIR Data: Iraq/Afghanistan Service Grant Eligibility Screening • Implemented in May 2010 • Compare CPS and DoD Databases • New ISIR that includes… • DoD Match Flag (‘Y’ or BLANK); • Parent/Guardian’s Date of Death; and • Comment Code #298 • Use ALL elements to determine eligibility • FAFSA On The Web Enhancements • ‘Are You Male or Female?’ • Question relocated (numerous omissions) • Implemented in February 2010 4

  5. Mid-year Changes (2010-2011) • IRS Data Retrieval Process • Implemented September 2010 • Electronic Announcement dated September 23, 2010 • Modifications • FAFSA On The Web • Process expanded to include applicants using Spanish FAFSA On The Web • Same procedures for navigating to the IRS Website and transferring data • IRS Website in English initially • Spanish version of IRS Website to implemented in December 2010 5

  6. Mid-year Changes (2010-2011) • IRS Data Retrieval Process • Modifications • ISIR Output: Includes Two New Items • Student IRS Request Flag; and • Parents IRS Request Flag • Values • 00 = No Transfer to IRS Database • 01 = Transfer to IRS, but no data retrieved • 02 = Data retrieved; not changed • 03 = Data retrieved; changed prior to submission • 04 = Data retrieved; corrected via a new ISIR Transaction 6

  7. Mid-year Changes (2010-2011) • IRS Data Retrieval Process • Modifications • FAA Access to CPS On-line • Text Descriptions of Flag Values • Labels for Data Values: ‘Transferred from the IRS’ 7

  8. Mid-year Changes (2010-2011) • COD Processing Changes • Implementation: October 8-9, 2010 • Modifications • MPN Processing: E-mail Notification • Sent to students who attend schools that elect to print MPNs (‘COD Options’) • Credit approvals for PLUS Loans • Encourages students to complete MPN on-line (Subsidized/Unsubsidized) • Reminder Notices sent • School Override: Send appropriate Print Code with Origination Record 8

  9. Mid-year Changes (2010-2011) • COD Processing Changes • Modifications • Iraq/Afghanistan Service Grants • Functionality Available to submit Awards and Disbursements • On-line Submission ONLY (COD Website) • Anticipated Disbursements ONLY • Funding Contingent upon Submissions • Additional Information: Electronic Announcement dated October 1, 2010 (Link: http://www.ifap.ed.gov/eannouncements/100110AddtnlCODSysImp1011AwardYear.html) 9

  10. Mid-year Changes (2010-2011) • NSLDS Processing Changes: Automated Reports – Loan Processing • Exit Counseling Completion Results • Verify students’ completion of exit counseling • FFELP OR Direct Loan • Content: Same as current ‘ad hoc’ reports • Report sent automatically via SAIG • Select parameters for delivery • Frequency • Format • Version • School Code • Destination Mailbox (TG Number)* 10

  11. Mid-year Changes (2010-2011) • NSLDS Processing Changes: Automated Reports – Loan Processing • Delinquent Borrower • Information re: Borrowers Whose Loans are Past Due • Demographic Information • Loan Information • Direct Loans ONLY • Serviced by one of the four federal contractors; but • Not serviced by the Direct Loan Servicing Center • Report sent automatically via SAIG • Select Parameters for Delivery* 11

  12. Mid-year Changes (2010-2011) • NSLDS Processing Changes: Automated Reports – Loan Processing • Request Process: Use NSLDS ‘FAP’ Website (www.nsldsfap.ed.gov) • Documentation • NSLDSNewsletter#28 (September 20, 2010) • Record Layouts (Links) • Exit Counseling Completion Results - http://www.ifap.ed.gov/nsldsmaterials/092010ExitCounselingRecordLayoutEXTC01.html • Delinquent Borrower -http://www.ifap.ed.gov/nsldsmaterials/092010DelinquentBorrowerReportExtRecLayoutSchools.html 12

  13. Mid-year Changes (2010-2011) 13

  14. Mid-year Changes (2010-2011) 14

  15. Mid-year Changes (2010-2011) 15

  16. APPLICATION & ISIR PROCESSING CHANGES 2011-2012 16

  17. Application & ISIR Processing Changes(2011-2012) • Application (FAFSA) Changes • Draft 2011-2012 FAFSA Published • Electronic Announcement dated September 16, 2010 • FederalRegister Notice published September 16, 2010 • Direct Link • URL: http://edicsweb.ed.gov/browse/downldatt.cfm?pkg_serial_num=4391 • Select: ‘Att 2011-2012 FAFSA Draft.pdf’ 17

  18. Application & ISIR Processing Changes (2011-2012) • Application (FAFSA) Changes • New Question: Name and Location of Applicant’s High School • Question #27 • Answer only if Response to Question #26 is ‘1’ (‘High School Diploma’) • Name, City, and State (write-in) • Revised Questions • ‘Interested in Work Study and Student Loans?’ • No longer includes reference to loans • U.S.D.E. Guidance: Defer decision until aid package has been proposed 18

  19. Application & ISIR Processing Changes (2011-2012) • Application (FAFSA) Changes • Revised Questions • ‘Education Credit’ question • Now includes American Opportunity Tax Credit • Question #s 43 and 91 (student and parents, respectively) 19

  20. Application & ISIR Processing Changes (2011-2012) • Application (FAFSA) Changes 20

  21. Application & ISIR Processing Changes (2011-2012) • Application (FAFSA) Changes 21

  22. Application & ISIR Processing Changes (2011-2012) • Application (FAFSA) Changes • Deleted Items • Enrollment Status • Question #30 in 2010-2011 • Rationale: Frequent Inaccuracies • ‘Teacher Coursework’ Question • Question #32 in 2010-2011 • Assess interest in/eligibility for TEACH Grant • Rationale: 22

  23. Application & ISIR Processing Changes (2011-2012) • ISIR Data Changes • Items added, deleted, and modified consistent with the FAFSA • High School information, Enrollment Status, Teacher Coursework question, etc. • EXCEPTION: ACG-related data elements not deleted, but will be BLANK • New Output Items • High School Information • High School Code; and • High School Flag (‘Y’ or BLANK) 23

  24. Application & ISIR Processing Changes (2011-2012) • ISIR Data Changes • New Output Items • ‘Iraq/Afghanistan Service’ Grant Overpayment Flag • Included in ‘NSLDS’ data • Similar to other ‘overpayment’ flags • Loan Status Code Value: ‘VA’ • Included in ‘NSLDS’ data (loan detail) • Denotes that Department of Veterans Affairs has discharged loan in light of disability 24

  25. Application & ISIR Processing Changes (2011-2012) • ISIR Data Changes • Order of data elements based upon paper FAFSA • Unchanged • Message Classes • Format (No ‘XML’ ISIR) 25

  26. Application & ISIR Processing Changes (2011-2012) • FAFSA On The Web (Applicants) • Objective: Simplification • Enhancements include… • Re-designed Homepage • Single log-in for all tasks • New Applicants and Renewal Applicants • Customized Application Status Notification • History of Transactions • Integration With Related Processes • Corrections • IRS Data Retrieval (January 2011) • State Applications (transfer from FOTW) 26

  27. Application & ISIR Processing Changes (2011-2012) • FAA Access to CPS Online (Schools) • Incorporate FAFSA Data Element Changes • Additional Modifications • NEW: ‘Asset Threshold’ Question • Removed: All references to ACG and SMART Grant Programs • Renewal FAFSA: Student’s Marital Status Values Carried Forward (Reported/Assumed) • Print SAR in PDF Format 27

  28. Application & ISIR Processing Changes (2011-2012) • Web Demonstration Sites • FAFSA On The Web and FAA Access to CPS Online • Available in December 2010 • Link for access: http://fafsademo.test.ed.gov • User ID: eddemo • Password: fafsatest 28

  29. NEED ANALYSIS CHANGES 2011-2012 29

  30. Need Analysis Changes (2011-2012) • ‘Automatic Zero’ EFC Determination: Income Threshold Raised to $31,000 • Updated Documentation • Updates of Need Analysis Tables • FederalRegister Notice (Volume 75, Number 102) May 27, 2010 (Preliminary) • ApplicationProcessingSystemSpecificationsforSoftwareDevelopers (‘NAS’): Draft published August 13, 2010 • 2011-2012 EFC Formula Guide • Scheduled publication: November 2010 • ‘IFAP’ 30

  31. KEY PROCESSING DATES 2011-2012 31

  32. Key Processing Dates (2011-2012) • October 2010: Publications • EDExpress Packaging Technical Reference *(9/22/2010) • CPS Test System User Guide • November 2010: Publications • Summary of Changes for the Application Processing System • ISIR Guide • SAR Comment Codes and Text • EFC Formula Guide • EDE Technical Reference (FINAL) • December 2010: Web Demonstration Sites 32

  33. Key Processing Dates (2011-2012) • January 2011 • January 1: FAFSA On The Web & FAA Access to CPS On-line • January 4: CPS Processing and EDExpress 1.0 33

  34. FAS SYSTEM CHANGES 2011-2012 34

  35. FAS System Changes (2011-2012) • Electronic Application Process (EAP) 35

  36. FAS System Changes (2011-2012) • ISIR Data Processing (SARD) 36

  37. FAS System Changes (2011-2012) • ISIR Data Processing – NSLDS 37

  38. FAS System Changes (2011-2012) • ISIR Correction/Student Record Update (UPCR) 38

  39. FAS System Changes (2011-2012) • ISIR Correction/Student Record Update 39

  40. FAS System Changes (2011-2012) • Need Analysis: Student (UM) Record 40

  41. FAS System Changes (2011-2012) • Control Records: Letter Writing 41

  42. FAS System Changes (2011-2012) • Additional Changes • ISIR – NSLDS Data Displays: New Loan Status Code of ‘VA’ (if received) • ISIR Correction/Student Update: Discontinue Determination of Preliminary ACG and SMART Grant Eligibility • Need Analysis – Student Record • Calculation of Tolerance Discontinued • ‘Update Page’ Data Items Re-ordered (consistent with FAFSA) 42

  43. QUESTIONS & ANSWERS 43

  44. Financial Aid Services Staff1-800-443-0646 Option 4, 2 Jan Napiltonia - AVP (717-720-2077) Mike Byers – Manager, FAS Lisa Humphrey Cathy Machamer Development LeadCustomer Support Lead John Aunkst Skip Hetrick Steve Angle Laura Holmes Janice Contino Andy Martin Pamela Easley Marie Pellish Kara Marshall Jodi Feagley – Agreements & Administrative Support Brad Fisher – SAS Support for FAS & ALS 44

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