NSLDS Update

1. NSLDS Update DC-DE-MD ASFAA Conference Ocean City, MD Annmarie Weisman | November 2012

3. NSLDS Help

4. NSLDS Password Rules • FSA IDs will be locked after 3 unsuccessful logon attempts and cannot be used for 30 minutes. • Automatic unlock after 30 minutes • Retry or select ''forgot password'' link at the FSA Logon page and answer challenge questions to reset • Valid 90 days • Warning that your password needs to be changed issued 15 days before expiration • ''Change Password'' link on the FSA Login page.

5. NSLDS Password Rules • Must be at least 8 characters (case sensitive) • Must contain 3 of the 4 criteria:

6. NSLDS Password Rules • Must be unique • May not be the same as previous 5 passwords. • Unauthorized passwords include matches that: • resemble the word ''password'' in any form (e.g. capitalized, adding a number) • pertain to the user's name in any form (e.g. login name, first or last name)

7. NSLDS Login • Click to Continue FSA Logon page • Enter your FSA ID and Password verification • Login and Welcome page appears • Select the organization code • Complete the logon process - pages for: • the Privacy Act (PA) • CAPTCHA (3 tries) • Rules of Behavior (ROB) • Annual Security Acknowledgement Training (if needed)

8. TEACH - NSLDS • COD tracks TEACH grant data and sends it to NSLDS • The Aggregate TEACH Information table displays the: Academic Levels • Total Disbursements • Percent (%) Eligibility Used • Eligible Remaining Amounts • Only TEACH Grants that the borrower has received affects the aggregate totals and dynamically displays it at the top of the Grants page. 8

9. TEACH - NSLDS • Total Disbursements - Adds Disbursed Amounts for all TEACH grants received • % Eligibility Used: • Undergraduate/Post Baccalaureate - % of the cumulative disbursed amounts to the total aggregate limit of $16,000 • Graduate - % of the cumulative disbursed amounts to the total aggregate limit of $8,000 • Eligible Remaining Amount: • Undergraduate/Post Baccalaureate – Of $16,000 aggregate, the remaining amount of student eligibility • Graduate – Of $8,000 aggregate, the remaining amount of student eligibility 9

10. Loan Servicing - NSLDS A list of servicer contact information is on the IFAP website under Help, Service Centers for Schools, then the More button next to the Loan Servicing section 10

11. Pell LEU Update - NSLDS • COD calculates Pell LEU and sends it to NSLDS • NSLDS records updated with the COD LEU data • Displays LEU on the Professional Access-Grant Page, Student Access Grant Section, and on Transfer Monitoring/FA History files • NSLDS will provide LEU information to the CPS via the pre-screening and post-screening process • COD is the system of record for Pell LEU data 11

12. Pell LEU Update - NSLDS/CPS *New Pell Lifetime Limit Flag in pre-screening match between NSLDS and CPS: • E = Limit met or exceeded (= or >600%) • C = Close to limit (>500% but <600%) • H = High % (= or >450% but < or =500%) • N = No problem 12

13. Pell LEU Update - NSLDS/CPS New NSLDS post-screening Reason Codes for match between NSLDS and CPS: 13

14. Pell LEU Update - NSLDS/CPS • In July 2012, the CPS began reporting Pell LEU information for 2012-13 award year on ISIRs and SARs. • Pell Information reported using comment codes • To alert schools and applicants who are close to or have exceeded 600% LEU • Avoided mid-cycle changes to the ISIR record layout • Refer to the reissued 2012-13 SAR/ISIR Guide • Pell Grant LEU limit flag WILL NOT be added to the ISIR until 2013-14 14

15. Gainful Employment NSLDS Corrections Functionality Webinar #10 – October 12, 2012 (transcript, slides, recording to be posted on IFAP soon – link from GE page)

16. Status of GE Regulations

17. Status of GE Regulations U.S. District Court Decision: • On 6/30/2012, the Court upheld ED’s authority to regulate on GE but vacated most of the regulations • Found that ED failed to adequately justify the Repayment Rate threshold • Because of the interrelationship of the GE requirements, the Court vacated most of the Metrics, Reporting, and Adding New GE Programs • GE Disclosure Requirements remain in place

18. Status of GE Regulations • ED has asked the Court to restore the GE Reporting regulations and is awaiting the Court’s decision • Do not submit GE Program reports for the recently ended 2011-12 Award Year • May voluntarily submit corrections to previously reported GE data

19. Making Corrections to GE Data

20. How to Review Data Online

21. Reviewing Data Online • Review data for accuracy and correctness • Multiple ways to review data • Online searches • Review individual records • Groups of records sorted by criteria • Create extract file by running a report

22. Search for Records on GE List

23. Review Individual Records Shows number of records returned Click to review

24. Groups of Records with Criteria Click to Retrieve Enter Criteria

25. Review Data Search revealed duplicates Duplicates need to be researched and corrected.

26. NSLDS Online Report

27. GENEX1 – GE Extract • GENEX1 – GE Data Extract File Report • Gives the user the ability to download all GE data that has been successfully submitted to NSLDS for GE Reporting. • Rather than a single student view of data submitted, lists all records, with all data elements that were provided to NSLDS • Can be used to review data for quality and correctness on a small or large scale

28. Extract to Review Data Click to request

29. Extract to Review Data

30. Extract to Review Data • Data extracted will match the criteria input to the Report Parameter screen exactly • File will be delivered to the SAIG mailbox associated with the FSA User ID which made the request • File will be delivered using the message class of AHSLDEOP

31. Extract to Review Data • GENEX1 Report File Layout can be found on IFAP: http://ifap.ed.gov/nsldsmaterials/attachments/NSLDSFixedWidthGEDataExtractFileReportGENEX1.pdf

32. Online Updates

33. Online Updates • Once a record has been identified and one or more corrections are needed, several methods are available to make those corrections: • Single Record Update • Single Record Deactivate • Mass Update • Mass Deactivate

34. Single Record Update Click to Update the record

35. Single Record Update Update the CIP Code

36. Single Record Update New CIP Code Confirm Changes or Cancel

37. Single Record Update Successfully updated Updated CIP Code

38. Single Record Update Allows the user to update the identifiers of multiple records for the same SSN/Award Year combination.

39. Single Record Update Updating SSN

40. Single Record Update Message only appears when this action is selected Click to Confirm Deactivation or Cancel

41. Single Record Update Successfully updated and synchronized message Records show updated SSN

42. Single Record Deactivate Click to Deactivate the record

43. Single Record Deactivate Message appears about the deactivation Click to Deactivate the record

44. Single Record Deactivate Successfully Deactivated

45. Online Mass Update/Deactivate • Allows user to select records already on NSLDS using Search and Filter criteria for update or deactivation. • Can only be performed one Award Year at a time – update cannot cross award years. • Can only be performed for a CIP Code and Credential Level Combination

46. Online Mass Update/Deactivate • Only records which match the Filter fields will be identified for update/deactivation. • All records will have the same changes applied when updated. • If no records match the Filter fields, no updates will be made. • Use Caution with the deactivate function, as it cannot be reversed.

47. Online Mass Update/Deactivate Select the Action Define Selection Criteria If update is selected, enter new values

48. Online Mass Update/Deactivate Select the Action Define Selection Criteria If update is selected, enter new values

49. Online Mass Update/Deactivate New Value(s) Results of selection criteria Click to confirm changes

50. Online Mass Update/Deactivate Confirmation of changes made