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EDExpress Changes for the HERA and 2007-2008

Learn about the changes in EDExpress for the Higher Education Reconciliation Act (HERA) and the 2007-2008 academic year. Explore release dates, enhancements, and new features for Grad PLUS, ACG, and National SMART grants.

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EDExpress Changes for the HERA and 2007-2008

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  1. Session 18 EDExpress Changes for the HERA and 2007-2008 Maria Marella, U.S. Department of Education Bob Martin, U.S. Department of Education

  2. Agenda – Putting the Pieces Together • EDExpress Release Dates • EDExpress 2006-2007 Release 3.0 • EDExpress 2006-2007 Release 4.0 • EDExpress 2006-2007 Release 5.0 • EDExpress 2007-2008 Release 1.0 • EDExpress 2007-2008 Release 2.0

  3. EDExpress 2006-2007 Release Dates • EDExpress 2006-2007 Release 2.0 Enhancement • August 11, 2006 (No longer available August 30) • EDExpress 2006-2007 Release 3.0 • August 30, 2006 • EDExpress 2006-2007 Release 4.0 • December 2006 • EDExpress 2006-2007 Release 5.0 • April 2007

  4. EDExpress 2007-2008 Release Dates • EDExpress 2007-2008 Release 1.0 • January 2007 • EDExpress 2007-2008 Release 2.0 • April 2007

  5. 2006-2007 Release 3.0 Overview • Released August 30, 2006 • Direct PLUS Loan records for Graduate and Professional Students (Grad PLUS) • Academic Competitiveness Grant (ACG) • National Science and Mathematics Access to Retain Talent (National SMART) Grant • Additional HERA Changes

  6. 2006-2007 Release 3.0Grad PLUS What happened to Release 2.0 Enhancement Grad PLUS loans in Release 3.0? • Loan Type of “P” in Release 2.0 Enhancement • Converted to Loan Type of “G” in Release 3.0

  7. 2006-2007 Release 3.0Grad PLUS Entry • Add loan type “G” • “G” is EDExpress-only • “P” in Loan ID • Grade Level 6 or higher

  8. 2006-2007 Release 3.0Grad PLUS

  9. 2006-2007 Release 3.0Grad PLUS • Import • Loan Data – ISIR Import • Select Loan Type to Create: G • Loan Data – External Add/External Change • Loan Identifier: P • Import Type Code: GA • MPN ID: N

  10. 2006-2007 Release 3.0Grad PLUS • Reports • Existing DL Reports include Grad PLUS data • Added DL Reports specifically for Grad PLUS • MPN – Grad PLUS • Manifest – Grad PLUS • List – Grad PLUS MPN • Disclosure Statement – Grad PLUS • Origination Record

  11. 2006-2007 Release 3.0Grad PLUS Query • Modified existing pre-defined queries • Added new pre-defined queries

  12. 2006-2007 Release 3.0Grad PLUS File Format • Include loan type field in File Format to distinguish Grad PLUS from PLUS loans in export file • Added “Transaction # - DL” for CPS Transaction # on Loan

  13. 2006-2007 Release 3.0Grad PLUS Browse • Originations on Grad PLUS tab • Actual Disbursements on Disbursements tab

  14. 2006-2007 Release 3.0 ACG Global • ED Initiated Message Class for ACG–ED2007OP • Define using Tools|Setup|Global • Import using File|Import|Global

  15. 2006-2007 Release 3.0 ACG Application Processing • ISIR Message Class for ACG-only corrections – IGAA07OP • ISIR Comment Codes specifically for ACG are 268, 269, 270 & 271 • Pre-defined query for ISIR Comment Code 271

  16. 2006-2007 Release 3.0 ACG How do these pieces fit together? • ED2007OP & ISIR files • IGAA07OP & other ISIR Message Classes

  17. 2006-2007 Release 3.0 ACG & National SMART Grant Entry • Select Grant Type • ACG data elements • National SMART Grant data elements • Disbursement data elements (same as Pell)

  18. 2006-2007 Release 3.0 ACG

  19. 2006-2007 Release 3.0 National SMART Grant

  20. 2006-2007 Release 3.0 ACG & National SMART Grant Multiple Entry • Use Multiple Entry to update several records at one time for ACG or National SMART Grant

  21. 2006-2007 Release 3.0 ACG & National SMART Grant EDExpress Edits • Pell edits exist for ACG & National SMART Grant records as applicable • ACG cannot exceed the maximum amount of $1,300 • National SMART Grant cannot exceed the maximum amount of $4,000 • Pell disbursement edits for correct number of days based on Funding Method not applied

  22. 2006-2007 Release 3.0 ACG & National SMART Grant Import • Origination Data – ISIRs • Select Grant Type • Can use query “ACG Comment Code” • Origination Data – External (PGEO07OP) • Record layout modified but total byte size unchanged • Disbursement Data – External (PGED07OP)

  23. 2006-2007 Release 3.0 ACG & National SMART Grant Import • Electronic Statement of Account (ESOA) • Imported and printed • Not stored in EDExpress Database • AGAS07OP • SGAS07OP

  24. 2006-2007 Release 3.0 ACG & National SMART Grant Reports • Origination Record • Origination List • Disbursement List • COD Disbursement edits also printed • Select Grant Type for the above reports

  25. 2006-2007 Release 3.0 ACG & National SMART Grant What else can you do? • Data elements included in Query • Create queries using Tools|Query|Pell • Data elements exported to school system • Create File Format setup using Tools|File Format|Pell • Data elements viewed in Browse • View using Tools|Browse|Pell

  26. 2006-2007 Release 3.0Additional HERA – Pell Calculations Setup/Entry/Edits • Pell “Weeks of Instructional Time in Program’s Definition of Academic Year” valid range modified • Pell Methodology 4 range now 26 – 78 • Pell Methodology 2, 3, & 5 range remains 30 – 78

  27. 2006-2007 Release 4.0 Overview • Scheduled for Release in December 2006 • Export ACG & National SMART Grant to COD • Import COD Response for ACG & National SMART Grant

  28. 2006-2007 Release 4.0 ACG & National SMART Grant Export • Export ACG & National SMART Grant records to COD • Use File|Export|Pell if “Combine DL & Pell” field is not selected • Use File|Export|Pell or File|Export|Direct Loan if “Combine DL & Pell” field is selected • Same message class (CRAA07IN) for ACG & National SMART Grant as for Pell & Direct Loan

  29. 2006-2007 Release 4.0 ACG & National SMART Grant Export • Identify ACG (A) & National SMART Grant (T) using Award ID in Select Records

  30. 2006-2007 Release 4.0 ACG & National SMART Grant Import • Use File|Import|Pell or File|Import|Direct Loan for COD Response • Same message class (CRAA07OP) for ACG & National SMART Grant as for Pell & Direct Loan • May also receive Web Response (CRWB07OP) if using COD Web site for origination changes and/or disbursements

  31. 2006-2007 Release 4.0 ACG & National SMART Grant View • Processed Edits… • Edits received from COD • Origination edits from Origination tab & Disbursement edits from Disbursement tab • ED Flags… • Concurrent Enrollment • From Origination tab

  32. 2006-2007 Release 4.0 ACG & National SMART Grant Reports • List – Student Records in Document • Will print as part of Pell program • Identify using Award ID

  33. 2006-2007 Release 4.0 ACG & National SMART Grant Reports • List – Document Activity • “Y” in the Pell column indicates the document includes one or more Pell, ACG, and/or National SMART Grant record(s)

  34. 2006-2007 Release 5.0 Overview • Scheduled for Release in April 2007 • Export ACG & National SMART Grant Data Request files to COD • Import COD Reports for ACG & National SMART Grant • Loan Limits for Direct Loan Subsidized & Unsubsidized

  35. 2006-2007 Release 5.0 ACG & National SMART Grant Export • Data Request • ESOA • YTD • MRR • Reconciliation file • AGRQ07IN • SGRQ07IN

  36. 2006-2007 Release 5.0 ACG & National SMART Grant Import • COD Reports • Data Request Response (AGRA07OP; SGRA07OP) • YTD (AGYR07OP; SGYR07OP) • MRR (AGMR07OP; SGMR07OP) • Reconciliation Report (AGRC07OP; SGRC07OP)

  37. 2006-2007 Release 5.0 ACG & National SMART Grant Import • COD Reports • Pending Disbursement Report (AGPD07OP; SGPD07OP) • ED Comments (AGTX07OP; SGTX07OP)

  38. 2006-2007 Release 5.0 ACG & National SMART Grant Import • COD Response • System-generated Negative Disbursement file will be applicable for ACG & National SMART Grant • Same message class (CRND07OP) for ACG & National SMART Grant as for Pell

  39. 2006-2007 Release 5.0 Additional HERA – Loan Limits Entry • Entry edits will be modified for higher loan limits • Effective for loans first disbursed on or after July 1, 2007

  40. 2006-2007 Release 5.0 Additional HERA – Loan Limits Import • Loan Data – External Add & External Change • Import higher loan limits using External Add or Change Reminder: First Disbursement Date must be on or after July 1, 2007 or COD will reject the record

  41. 2007-2008 Release 1.0 Overview • Scheduled for Release in January 2007 • Updates due to annual changes to the FAFSA & ISIR • Additional updates due to the HERA

  42. 2007-2008 Release 1.0 General EDExpress Updates • Cycle References & Message Classes will be updated for 2007-2008 • EDExpress splash screen will be yellow to match the 2007-2008 FAFSA & SAR

  43. 2007-2008 Release 1.0 Global Entry • Pacific Islander SSNs will have 13 as the 4th and 5th digits when a new Demo record is entered manually Import • Use Prior Year User-Defined Queries, Setup, and File Formats to import the value for the Global Security Users setup field “Enable 508 Grid Functionality?” from 2006-2007 EDExpress

  44. 2007-2008 Release 1.0 Application Processing ISIR Review/ISIR Print • Will combine 2006-2007 fields in 2007-2008 “In addition to grants, are you interested in student loans (which you must pay back)?” and “In addition to grants, are you interested in ‘work-study’ (which you earn through work)?” will be “Interested in work-study or student loan?”

  45. 2007-2008 Release 1.0 Application Processing Two fields in 2006-2007 will be one in 2007-2008. ISIR Review/ISIR Print • Valid answers for “Interested in work-study or student loan?” 1 = Work-study 2 = Loans 3 = Both 4 = Neither 5 = Don’t Know

  46. 2007-2008 Release 1.0 Grad PLUS, ACG, National SMART Grant NSLDS Financial Aid History/NSLDS Print • NSLDS data for ACG, National SMART Grant, and Grad PLUS awards that are included in the NSLDS section of the 2007-2008 ISIR will display under View|NSLDS and print on the NSLDS report

  47. 2007-2008 Release 1.0 Additional HERA – ISIR Fields ISIR Review/ISIR Print • Will add ISIR fields due to the HERA • New dependency status question “Are you on active duty in U.S. Armed Forces?” • Ten new data elements related to any of the means-tested Federal benefits programs (5 student data elements & 5 parent data elements)

  48. 1 (Work-Study) or 3 (Both) 2 (Loans) or 3 (Both)   4 (Neither), 5 (Don’t Know) or Blankleaves both fields unchecked 2007-2008 Release 1.0 Packaging Import • Packaging Data-ISIR Data • Answer to ISIR field “Interested in work-study or student loan?” will be used to determine selection of Award record fields

  49. 2007-2008 Release 1.0 Packaging Multiple Entry • Will be able to update “Interested in Student Loan” and “Interested in Employment” on multiple Award records at one time Interested in Student Loan will be added Interested in Employment will be added

  50. 2007-2008 Release 1.0 Additional HERA – Loan Limits Packaging Process • Packaging/Repackaging process will be modified to award subsidized & unsubsidized loans using higher loan limits • Affects Aid Types S, U & D • Effective for loans first disbursed on or after July 1, 2007 • If the loan has a first disbursement before July 1, 2007, the awards must be manually adjusted to the lower loan limit

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