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Federal Student Aid Software Developers Conference - August 20, 2009

Join us for the Federal Student Aid Software Developers Conference on August 20, 2009. Learn about the latest updates and initiatives in student aid software development. Contact John Fare at 202-377-3707 or John.Fare@ed.gov for more information.

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Federal Student Aid Software Developers Conference - August 20, 2009

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  1. Federal Student Aid Software Developers Conference August 20, 2009

  2. WELCOME John Fare

  3. Agenda Introductions 8:30 am – 8:40am COD Update 8:40 am – 10:00am Break 10:00am – 10:15am CPS Update 10:15am -11:30am Lunch 11:30am – 1:00pm Security 1:00pm – 2:00pm PRMS and PIN Re-engineering Update 2:00pm – 2:30pm FSA Technologies Initiatives Update 2:30pm - 3:00pm Break 3:00pm - 3:20pm Federal Update 3:20pm – 4:20pm Round Table 4:20pm - 4:35pm Wrap Up 4:35pm – 4:40pm Adjourn 4:40pm

  4. Contact Information John Fare Chief Information Officer Phone: 202-377-3707 Email: John.Fare@ed.gov

  5. COD Update Julie Aloisio Dan Sullivan

  6. Agenda • Managing COD System Capacity • COD Functionality Update • COD Schema • COD Reports • COD Testing Schedule • Resources • Late Breaking News • Q & A

  7. Agenda • Managing COD System Capacity • COD Functionality Update • COD Schema • COD Reports • COD Testing Schedule • Resources • Late Breaking News • Q & A

  8. Managing COD System Capacity COD System Capacity Improvements: • FSA completed a series of activities to assist in handling increased Direct Loan volume including infrastructure and application changes • COD implemented these system capacity improvements during the period of August 7-9, 2009

  9. Agenda • Managing COD System Capacity • COD Functionality Update • COD Schema • COD Report • COD Testing Schedule • Resources • Late Breaking News • Q & A

  10. COD Calendar June 2009 Release 8.1 August 2009 Release 8.2 Spring 2010 Release 9.0 Summer 2010 TBD Two Pells in an Award Year COD Capacity Expansion 18 Semester (900%) Lifetime Limit Iraq and Afghanistan Service Grants 18 Semester (900%) Lifetime Limit Electronic Notification of Disclosure Statements Maximum Pell for Children of Deceased Members of the Military Maximum Pell for Children of Deceased Members of the Military Simplify PLUS Origination Process Federal Direct Perkins Loan Program

  11. Pell Grant Functionality Update COD has implemented the following new Pell Grant functionality: June 2009 • Two Pells in an Award Year • 18 Semester (900%) Lifetime Limit • Maximum Pell for Children of Deceased Members of the Military COD will implement the following new Pell Grant functionality: Spring 2010 • 18 Semester (900%) Lifetime Limit (expanded functionality) • Maximum Pell for Children of Deceased Members of the Military (expanded functionality)

  12. Two Pells in an Award Year June 2009 With the June 2009 Implementation, the COD System began to: • Accept, validate, store, display, and return the <AdditionalEligibilityIndicator> (AEI) field within the Pell Award Block for Award Year 2009-2010 and forward in Schema 3.0b • When the AEI field is submitted as “true”, the student will be allowed to obtain an Award and Disbursement amount up to double their Pell Grant Scheduled Award (PGSA*2)

  13. Two Pells in an Award Year June 2009 From the June 2009 Implementation of two Pells in an Award Year, awards will began to be rejected with the following Edits: • Edit 171: If a school is not eligible for two Pell Awards within the same year • Edit 172: If an award amount exceeds double the student’s Pell Grant • Edit 173: If the AEI field is changed from “true” to “false” and the award amount is greater than the student’s Pell Grant • Edit 174: If the AEI field is changed from “true” to “false” and the award amount corrected to lower than the total funded disbursement amount • Edit 176: If the percentage of Total Eligibility Used for the Award Year is greater than 200 (plus tolerance)

  14. Two Pells in an Award Year June 2009 From the June 2009 implementation of two Pells in an Award Year, the following Edits were modified: • Edit 039: If an award and/or disbursement amount exceeds the maximum annual limit • Edit 067: If the sum of the disbursements exceeds the Award Amount or the disbursement amount exceeds 100% of the students Total Eligibility Used and the student is already in a POP situation involving two or more schools • Edit 068: Pell disbursement for a student from two or more schools and the disbursement was not rejected, other Pell awards exist at other schools in the same year, total amount disbursed for any other Pell awards is greater than 0, total percentage of Eligibilty Used is greater than 0, and AEI is not “true” • Edit 097: If a Pell record triggers Edit 067 and the school’s Error Processing Option has been set for COD to correct Pell data, the Disbursement Amount would be corrected to $0.00 and be rejected

  15. Maximum Pell for Children of Deceased Members of the Military: Award Year 2009-2010 June 2009 With the June 2009 Implementation and Award Year 2009-2010, the COD Web began to: • Contain a checkbox titled “Post 9-11 Deceased Veteran Dependent Indicator”

  16. Maximum Pell for Children of Deceased Members of the Military: Award Year 2009-2010 • For Award Year 2009-2010, “Maximum Pell for Children of Deceased Members of the Military” operates on the following rules: • Should be submitted as “true” if a student is the dependent of a service member who died in Iraq or Afghanistan or who died due to injuries while in service after September 11, 2001 • Will only appear on the COD web; will not be available on the Common Record; and will not be returned in response records for the 2009-2010 award year only • If a student is not Pell eligible, the award will continue to be rejected with existing Edit 038 • When submitted as “true”, a new person level warning edit (Edit 168) is returned on all origination, award, and disbursement maintenance records for Pell awards • The purpose of this edit is to notify users that based on the status of the new indicator, a student’s PGSA will be calculated using an EFC of zero regardless of the EFC calculated by CPS June 2009

  17. Maximum Pell for Children of Deceased Members of the Military: Award Year 2010-2011 Spring 2010 Beginning Award Year 2010-2011 and forward, the Maximum Pell for Children of Deceased Members of the Military indicator can be submitted via web or batch if the student is Pell eligible. • Beginning with Award 2010-2011 and forward, COD will identify Children of Deceased Members of the Military for COD Web and Batch Submissions • If a new Pell award is submitted for a student and the student has not previously been identified as eligible for Maximum Pell, or does not previously exist on the system, COD will check the ‘DOD Match Flag’ to determine if the student is a Child of a Deceased Member of the Military • If the record is submitted via the COD Web, and the user has selected a value for the ‘Children of Deceased Members of the Military’ field, the COD System will not use the ‘DOD Match Flag’ to determine the student’s eligibility

  18. June 2009 Limit Pell Grants to 18 Semesters June 2009 With the June 2009 Implementation, the COD System began to: • Identify First Time Pell Recipients and calculate only their Lifetime Eligibility Used (LEU) • “First Time Pell Recipients” are defined as students who received their first actual Pell disbursement in the 2008-2009 Award Year and forward • Upon submission of any award or disbursement activity, return two new Award Level warning edits to inform schools when a student is approaching their LEU within the specified ranges below: • Edit 177 is triggered when a student’s LEU is within 750% and 900% • Edit 178 is triggered when a student’s LEU exceeds 900% • Not prevent a student from exceeding the 900% LEU even though a warning edit is returned • Not return LEU on Common Record responses to schools • In June, a one time load of Pell recipients was sent to NSLDS

  19. Spring 2010 Limit Pell Grants to 18 Semesters Spring 2010 For award years 2010-2011 and forward, the COD System will: • Return the <LifetimeEligibilityUsed> tag in the Common Record Response for First Time Pell Recipients • Continue to return Award Level warnings, Edits 177 and 178, when a First Time Pell Recipient is nearing or has exceeded their LEU limit • Include LEU in the system generated Negative Disbursement Responses for a Pell Award • Not return the <LifetimeEligibilityUsed> tag in the Common Record Response for Pell awards for any award year if the student is not a First Time Pell Recipient • Format of the LEU = XXXX.XXX

  20. Direct Loan Functionality Update COD will implement the following new Direct Loan functionality: August 2009 • Electronic Notification of Disclosure Statements (for DL Sub/UnSub and DL PLUS) Spring 2010 • Launch of new website to replace eMPN site includes: • PLUS Loan application process • Simplified MPN process • Acknowledgements sent to schools when a borrower completes application or MPN

  21. Electronic Notification of Disclosure Statements • With the August 7, 2009, implementation, the COD system began to: • Make available the Disclosure Statement(s) for DL Sub/Unsub and DL PLUS on the eMPN website to the borrower in electronic format if all of the following conditions are met: • The borrower has not chosen the “Opt-Out” value on the eMPN website • The borrower has a valid eMPN for any type of loan for any award year on file with the eMPN website • No disclosure statement has been sent for the loan(s) August 2009

  22. PLUS Loans • For award years 2010-2011 and forward, the COD System will: • Process application acknowledgements for PLUS Loans and send acknowledgements to the schools Spring 2010

  23. Agenda • Managing COD System Capacity • COD Functionality Update • COD Schema • COD Reports • COD Testing Schedule • Resources • Late Breaking News • Q & A

  24. COD Schema Beginning March 2009: • The COD System started to accept and process data from new XML Schema 3.0b • Schools must use the 3.0b schema version Beginning March 2010 • Prior to the Fall 2009 Conference, the new Schema will be published

  25. SCHEMA 3.0b

  26. Schema 3.0b Overview The COD System began to accept and process data in new XML Schema 3.0b in March 2009 for the 2009-2010 award year • Schema version 2.0e may still be used for Pell Grant, ACG, National SMART Grant, and Direct Loan for processing previous award years • Schema version 3.0b is required for TEACH processing • Web Responses and System Generated Acknowledgements are always sent in the highest Schema version, currently 3.0b • Common Record responses are sent back in the same Schema as the incoming record

  27. Schema 3.0b Web Functionality COD Web site: School Options Page • Contains a “Schema Version for System Generated Responses” field • A schema version of 3.0b was assigned for TEACH, Pell, ACG, National SMART, and Direct Loan schools that had a value of 3.0a for the 2008-2009 award year through a one time update process • Any existing schema option with a value of 2.0e for the 2008-2009 award year for Pell, ACG, National SMART, and Direct Loan was kept • A schema version of 3.0b was assigned for all new 2009-2010 entries for TEACH, Pell, ACG, National SMART, and Direct Loan

  28. Schema 3.0b Changes Schema 3.0b changes included: • New Counseling Block • Pell Award Block Updates

  29. Schema 3.0b: New Counseling Block NEW Counseling Block <Counseling> <FinancialAwardYear>2010</FinancialAwardYear> <CounselingType>TEACHCounseling</CounselingType> <CounselingSequenceNumber>001</CounselingSequenceNumber> <CounselingCompleteDate>2009-07-01</ CounselingCompleteDate > <Response> <ResponseCode>A</ResponseCode> </Response> </Counseling>

  30. Schema 3.0b: Pell Award Block Updates Pell Award Block <Pell> <FinancialAwardYear>2011</FinancialAwardYear> <CPSTransactionNumber>01</CPSTransactionNumber> <FinancialAwardAmount>1000</FinancialAwardAmount> <Note> <SchoolNoteMessage>example </SchoolNoteMessage> </Note> <FinancialAwardNumber>001</FinancialAwardNumber> <FinancialAwardID>xxxxxxxxxxxxxxxxxxxxx</FinancialAwardID> <AttendanceCost>3000</AttendanceCost> <LowTuitionFeesCode>2</LowTuitionFeesCode> <VerificationStatusCode>V</VerificationStatusCode> <EnrollmentDate>2010-07-03</EnrollmentDate> <AdditionalEligibilityIndicator>false</AdditionalEligibilityIndicator> <Response> <ResponseCode>A</ResponseCode> <YTDDisbursementAmount>5350.00</YTDDisbursementAmount> <TotalEligibilityUsed>100.000</TotalEligibilityUsed> <ScheduledGrant>1540.00</ScheduledGrant> </Response> </Pell> New New New

  31. NEWSCHEMA 3.0c

  32. New Schema 3.0c Overview The COD System will begin to accept and process data from a new XML schema starting in Spring 2010. The new schema 3.0c will be: • Required for all programs for award year 2010-2011 and forward • Used to transmit all COD Web responses, regardless of award year • Communicated through an IFAP Electronic Announcement posted in the coming months

  33. New Schema 3.0c Overview New Schema 3.0c changes will include:   Direct Loan PLUS Award Block PLUS Loan Application Acknowledgement Credit Override Acknowledgement Pell Award Block

  34. New Schema 3.0c: Direct Loan PLUS Award Block The DL PLUS Award Block will be updated to include the new elements associated with the new application process:

  35. New Schema 3.0c: Direct Loan PLUS Award Block <DLPLUS> <FinancialAwardYear>2011</FinancialAwardYear> <ApplicationID>0000000001</ApplicationID> <Borrower> <Index> <SSN>999903910</SSN> <BirthDate>1981-01-01</BirthDate> <LastName>SMITH</LastName> </Index> <Name> <FirstName>BRADLEY</FirstName> <MiddleInitial>P</MiddleInitial> </Name> <Contacts> <PermanentAddress> <AddressLine>ERINDALE CRES</AddressLine> <City>HEWLETT HARBOR V</City> <StateProvinceCode>NY</StateProvinceCode> Direct Loan PLUS Award Block New

  36. New Schema 3.0c: Direct Loan PLUS Award Block <PostalCode>21141</PostalCode> </PermanentAddress> <Phone> <PhoneNumber>999-090-0989</PhoneNumber> </Phone> <Email> <EmailAddress>JOHN.DOE@AOL.COM</EmailAddress> </Email> </Contacts> <Citizenship> <CitizenshipStatusCode>1</CitizenshipStatusCode> </Citizenship> </Borrower> <Response> <ResponseCode>A</ResponseCode> <CreditDecisionStatus>A</CreditDecisionStatus> <CreditDecisionDate>2010-07-01</CreditDecisionDate> <CreditDecisionExpirationDate>2010-09-28</CreditDecisionExpirationDate> Direct Loan PLUS Award Block – Continued New New New

  37. New Schema 3.0c: Direct Loan PLUS Award Block <LoanAmount>2000.00</LoanAmount> <ApplicationCompleteDate>2010-07-01</ApplicationCompleteDate> <DefermentOption>true</DefermentOption> <CreditBalanceOption>S</CreditBalanceOption> </Response> </DLPLUS> Direct Loan PLUS Award Block – Continued New New New

  38. New Schema 3.0c: PLUS Loan App Acknowledgement <TransmissionData> <DocumentID>2011-04-10T14:31:02.0000000001</DocumentID> <CreatedDateTime>2011-04-10T14:31:20.84</CreatedDateTime> <Source> <COD> <RoutingID>00000001</RoutingID> </COD> </Source> <Destination> <School> <RoutingID>10000221</RoutingID> </School> </Destination> <FullResponseCode>F</FullResponseCode> </TransmissionData> <ReportingSchool> <RoutingID>10000221</RoutingID> <AttendedSchool> NEW PLUS Loan Application Acknowledgement

  39. New Schema 3.0c: PLUS Loan App Acknowledgement <RoutingID>10000221</RoutingID> <Student> <Index> <SSN>999956798</SSN> <BirthDate>1991-01-01</BirthDate> <LastName>SMITH</LastName> </Index> <Name> <FirstName>JOHN</FirstName> <MiddleInitial>I</MiddleInitial> </Name> <Contacts> <PermanentAddress> <AddressLine>ERINDALE CRES</AddressLine> <City>HEWLETT HARBOR V</City> <StateProvinceCode>NY</StateProvinceCode> <PostalCode>21141</PostalCode> </PermanentAddress> <Phone> <PhoneNumber>999-090-0989</PhoneNumber> </Phone> NEW PLUS Loan Application Acknowledgement – Continued

  40. New Schema 3.0c: PLUS Loan App Acknowledgement <Email> <EmailAddress>JOHN.SMITH@AOL.COM</EmailAddress> </Email> </Contacts> <DLPLUS> <FinancialAwardYear>2011</FinancialAwardYear> <ApplicationID>0000000001</ApplicationID> <Borrower> <Index> <SSN>999903910</SSN> <BirthDate>1981-01-01</BirthDate> <LastName>SMITH</LastName> </Index> <Name> <FirstName>BRADLEY</FirstName> <MiddleInitial>P</MiddleInitial> </Name> NEW PLUS Loan Application Acknowledgement – Continued

  41. New Schema 3.0c: PLUS Loan App Acknowledgement <Contacts> <PermanentAddress> <AddressLine>ERINDALE CRES</AddressLine> <City>HEWLETT HARBOR V</City> <StateProvinceCode>NY</StateProvinceCode> <PostalCode>21141</PostalCode> </PermanentAddress> <Phone> <PhoneNumber>999-090-0989</PhoneNumber> </Phone> <Email> <EmailAddress>JOHN.DOE@AOL.COM</EmailAddress> </Email> </Contacts> <Citizenship> <CitizenshipStatusCode>1</CitizenshipStatusCode> </Citizenship> </Borrower> NEW PLUS Loan Application Acknowledgement – Continued

  42. New Schema 3.0c: PLUS Loan App Acknowledgement <Response> <ResponseCode>A</ResponseCode> <CreditDecisionStatus>A</CreditDecisionStatus> <CreditDecisionDate>2010-07-01</CreditDecisionDate> <CreditDecisionExpirationDate>2010-09-28</CreditDecisionExpirationDate> <LoanAmount>2000.00</LoanAmount> <ApplicationCompleteDate>2010-07-01</ApplicationCompleteDate> <DefermentOption>true</DefermentOption> <CreditBalanceOption>S</CreditBalanceOption> </Response> </DLPLUS> <Response> <ResponseCode>A</ResponseCode> </Response> </Student> <Response> <ResponseCode>A</ResponseCode> </Response> </AttendedSchool> NEW PLUS Loan Application Acknowledgement – Continued

  43. New Schema 3.0c: PLUS Loan App Acknowledgement <Response> <ResponseCode>A</ResponseCode> </Response> </ReportingSchool> <Response> <DocumentTypeCode>SP</DocumentTypeCode> <DocumentStatusCode>A</DocumentStatusCode> <ProcessDate>2011-08-19</ProcessDate> </Response> </CommonRecord> NEW PLUS Loan Application Acknowledgement

  44. New Schema 3.0c: Direct Loan PLUS Award Block </Borrower> <Response> <ResponseCode>A</ResponseCode> <MPNStatusCode>R</MPNStatusCode> <MPNLinkIndicator>false</MPNLinkIndicator> <EndorserAmount>1000.00</EndorserAmount> <CreditDecisionDate>2010-03-23</CreditDecisionDate> <CreditOverrideCode>E</CreditOverrideCode> </Response> New Credit Override Acknowledgement

  45. New Schema 3.0c: Pell Award Block <Pell> <FinancialAwardYear>2011</FinancialAwardYear> <CPSTransactionNumber>01</CPSTransactionNumber> <FinancialAwardAmount>1000</FinancialAwardAmount> <Note> <SchoolNoteMessage>example </SchoolNoteMessage> </Note> <FinancialAwardNumber>001</FinancialAwardNumber> <FinancialAwardID>xxxxxxxxxxxxxxxxxxxxx</FinancialAwardID> <AttendanceCost>3000</AttendanceCost> <LowTuitionFeesCode>x</LowTuitionFeesCode> <VerificationStatusCode>V</VerificationStatusCode> <EnrollmentDate>2010-07-03</EnrollmentDate> <AdditionalEligibilityIndicator>false</AdditionalEligibilityIndicator> <Response> <ResponseCode>A</ResponseCode> <YTDDisbursementAmount>0.00</YTDDisbursementAmount> <TotalEligibilityUsed>100.000</TotalEligibilityUsed> <ScheduledGrant>1540.00</ScheduledGrant> <LifetimeEligibilityUsed>0900.000</LifetimeEligibilityUsed> </Response> </Pell> Pell Award Block New

  46. Agenda • Managing COD System Capacity • COD Functionality Update • COD Schema • COD Reports • COD Testing Schedule • Resources • Late Breaking News • Q & A

  47. COD Reports • The following reports were modified in COD during June 2009: • Pell Potential Overaward Process • Pell Multiple Reporting Record • Pell Reconciliation Record • Pell Year to Date Record

  48. COD Reports – June 2009 • Pell Potential Overaward Process (POP): • Two fields were added to the POP in previously unused space: Additional Eligibility Indicator and Post 9-11 Deceased Veteran Dependent Indicator • “Blank” is considered a valid value in the Post 9-11 Deceased Veteran Dependent Indicator field • Available in CSV format via school newsboxes on the COD Reporting Web site and in preformatted format via school SAIG mailboxes

  49. COD Reports – June 2009 • Pell Multiple Reporting Record (MRR): • Two fields were added to the MRR in previously unused space: Additional Eligibility Indicator and Post 9-11 Deceased Veteran Dependent Indicator • “Blank” is considered a valid value in the Post 9-11 Deceased Veteran Dependent Indicator field • The MRR is available in fixed-length flat file format and sent to schools’ SAIG mailboxes

  50. COD Reports – June 2009 • Pell Reconciliation Record: • Three fields were added in previously unused space: Additional Eligibility Indicator, Post 9-11 Deceased Veteran Dependent Indicator, and Unused • “Blank” is considered a valid value in the Post 9-11 Deceased Veteran Dependent Indicator field • Available in fixed-length flat file format and sent to schools’ SAIG mailboxes

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