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2007-08 and 2008-09 EDExpress Update: New Releases and Product Changes

Learn about the updates and changes to the 2007-08 and 2008-09 EDExpress products, including new releases, HERA-related changes, Pell updates, Direct Loan tools, and more.

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2007-08 and 2008-09 EDExpress Update: New Releases and Product Changes

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  1. Session #15 EDExpress Update Maria Marella, U.S. Department of Education Bob Martin, U.S. Department of Education

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

  3. 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)

  4. 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

  5. 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

  6. 2007-08 EDExpress Release 3.1 • PLUS MPN changes • Grad PLUS MPN changes • Modified TG#’s to accommodate alpha/numeric characters

  7. 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

  8. 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

  9. 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

  10. 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

  11. Release 3.1 - TG #’s

  12. Release 3.1 - TG #’s

  13. 2008-09 PC Products • Minimal changes • Global • Apps • Pell (Grants) • Direct Loan • Direct Loan Tools (v8.0)

  14. 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

  15. 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

  16. 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)

  17. 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”

  18. 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)

  19. 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

  20. 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

  21. 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

  22. 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

  23. 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

  24. 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

  25. 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”

  26. 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

  27. 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

  28. 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

  29. 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)

  30. 2008-2009 Fee Percentage

  31. 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%

  32. 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

  33. Changing Fee Percentage • To Change the Loan with no accepted Actual Disbursements: • Zero-out the accepted loan record; submit change to COD System; receive acceptance of change from COD System • Change fee percentage to the correct amount, re-enter the Loan Amount Approved and Save • Click Yes on Prompt to Recalculate Anticipated Disbursements • Change the first anticipated disbursement date to correspond to the Fee Percentage and click Save.

  34. Changing Fee Percentage • IF • Origination status is A (Accepted) and, • Loan has incorrect fee percentage and, • There isan accepted first actual disbursement • THEN • Change the fee percentage to the correct percentage depending on the date of the first disbursement

  35. Changing Fee Percentage • To Change the Loan with an accepted first Actual Disbursements: • Zero-out the accepted first actual disbursement record; submit adjustment to COD System; receive acceptance of adjustment from COD System • Reduce Loan Amount Approved to zero; mark the loan inactive; submit change to COD System; receive acceptance of change from COD System • Create and originate an entirely new loan with the correct fee percentage

  36. 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

  37. 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

  38. 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

  39. 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 Indextab, & type the name of the topic you want to view

  40. 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

  41. 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

  42. EDExpressWhere Do We Go From Here?

  43. 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) Contact Information We appreciate your feedback and comments. We can be reached at:

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