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Session #C-15

Session #C-15. EDExpress Update Maria Marella, U.S. Department of Education Bob Martin, U.S. Department of Education. Agenda. 2008-2009 EDExpress Releases 4.0 & 5.0 2009-2010 Product Updates TEACH Grant Functionality Tips and Tricks for new Direct Loan Users.

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Session #C-15

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

  2. Agenda • 2008-2009 EDExpress Releases 4.0 & 5.0 • 2009-2010 Product Updates • TEACH Grant Functionality • Tips and Tricks for new Direct Loan Users

  3. 2008-09 Upcoming EDExpress Releases • Release 4.0 due in January 2009 • Functionality to include • TEACH Grant Reports from COD • Additional EDExpress Reports for TEACH • Release 5.0 due in March 2009 • Functionality to include • TEACH Rebuild • ATS Discharge Report

  4. 2008-09 EDExpress Release 4.0 • TEACH Reports Available for Import from COD • Multiple Reporting Record (THMRxxOP) • SSN/Name/DOB Differences (THSNPFOP) • School Account Statement (SAS) • THSMxxOP – Monthly file • THSYxxOP – Year to Date (YTD) • Inactive TEACH Grant Report (THIGPFOP) • Pending Disbursement Report (THPDxxOP)

  5. 2008-09 EDExpress Release 4.0 • Additional TEACH Grant Reports available • List - Processed Disbursements YTD • List – Disbursement Activity Summary • Edits by Student - Origination • Edits by Student – Disbursement • List – TEACH Status • Student Summary (TEACH Grant to be added) • SSN/Name Differences

  6. 2008-09 EDExpress Release 4.0 • Direct Loan ECASLA Changes • Unsubsidized Annual Loan Limits increased for dependent and independent undergraduates • Loan limit edit disabled with DLL patch posted on 7/14/2008 for Release 3.0 • Loan limit edit #1055 removed in Release 4.0 and forward • Effective for loans first disbursed on or after 07/01/2008 • Packaging Module will continue to package at pre-ECASLA loan limits

  7. 2008-09 EDExpress Release 5.0 • TEACH Grant Updates • TEACH Rebuild (THRBxxOP) • Print all • Compare and print exceptions • Rebuild all • ATS Discharge (ATSDISOP) • Release expected in March 2009

  8. 2009-10 EDExpress Release 1.0 • Global Module • All Cycle Year references and date ranges updated • Pacific Islander SSNs entered manually • 888-17-9999

  9. 2009-10 EDExpress Release 1.0 • Global Module • Letters updated to mask first 5 digits of student SSN • Document Tracking Letter • User-Defined Letters

  10. 2009-10 EDExpress Release 1.0 • App Express Module • All cycle year references and date ranges updated • Questions added for Dislocated Workers • Q.85 (Parent) and Q.103 (Student) • Question added to collect parents’ e-mail address (Q.71) • Updates to accommodate revised worksheets, data collection and re-ordered questions • Updates to display individual elements from Worksheets A and B • Q.94-95 (Parent) and Q.46-47 (Student)

  11. 2009-10 EDExpress Release 1.0 • App Express Module • Additional dependency status questions added (Q.56-60) • Emancipated Minor • Legal Guardianship • Unaccompanied Youth • Homeless Youth • At-Risk of Homelessness • Certain parental status questions reordered to match FAA Access to CPS Online (Step 4)

  12. 2009-10 EDExpress Release 1.0 • App Express Module • New Application/Transaction Data Source/Type codes added • English and Spanish PDF • FAFSA on the Phone • 4U = PDF Application • 4V = Spanish PDF Application • 6A = FAFSA on the Phone • 6B = Spanish FAFSA on the Phone • 6E = EZ FAFSA on the Phone • 6F = Spanish EZ FAFSA on the Phone

  13. 2009-10 EDExpress Release 1.0 • App Express Module • New flag added for dependent students who submit application without parental data • Special Circumstance Flag of “1” (Dependent Student record submitted without parent data) • Record reject • No EFC • Special Circumstance Flag of “2” (Dependent student record previously submitted with Special Circumstance flag, but correction made to parental data).

  14. 2009-10 EDExpress Release 1.0 • App Express Module • New “TEACH Grant” question (Q.32) will print on the ISIR • 1 = “Yes” • 2 = “No” • 3 = “Don’t know”

  15. 2009-10 EDExpress Release 1.0 • App Express Module • Housing Plans question responses reordered to match the FAFSA (Q.104) • 1 = On Campus • 2 = With Parent • 3 = Off Campus (Default in Packaging) • High School Completion Status question updated response #4 from “Other” to “None of the Above” (Q.26) • Query updated to include an SSN Match Flag of “6”

  16. 2009-10 EDExpress Release 1.0 • App Express Module • Certification wording for signature records updated on ISIR signature page to match the FAFSA • New NSLDS status code values will display and print • FX = Resolved Fraud Loans • PZ = Death of a PLUS Student • New NSLDS Program code of “D8” (TEACH Loans) will print and display

  17. 2009-10 EDExpress Release 1.0 • App Express Module • New NSLDS Codes for Parent PLUS Deferments • DA = Loan status code (Deferred) • Deferment Status PD = Parent PLUS In-School Deferment • Deferment Status PE = Grace Period Deferment (post-enrollment)

  18. 2009-10 EDExpress Release 1.0 • App Express Module • TEACH Grant NSLDS data elements included in view and print • Sequence Number • Attended School Code • Transaction Number • Last Update Date • COD Grant Sequence Number • Award Year • Grade Level • Award Amount

  19. 2009-10 EDExpress Release 1.0 • App Express Module • TEACH Grant NSLDS data elements included in view and print (continued) • Amount Paid to Date • Overpayments Change Flag • TEACH Grant to Loan Flag • TEACH Grant to Loan Change Flag • Loan Conversion Flag • Scheduled Award • TEACH Payment Change Flag • Additional TEACH Flag • TEACH Overpayment Contact

  20. 2009-10 EDExpress Release 1.0 • App Express Module • TEACH Grant NSLDS data element included in view and print (continued) • Total Undergraduate/Post-Baccalaureate Disbursement Amount • Total Graduate Disbursement Amount • TEACH Loan Outstanding Principal Balance • TEACH Loan Balance • New NSLDS Postscreening Code for TEACH Grants (19)

  21. 2009-10 EDExpress Release 1.0 • App Express Module • Removed “SAR #” column under “View|List Changes” (ISIR Review Tab)

  22. 2009-10 EDExpress Release 1.0 • Packaging Module • All Cycle Year references and date ranges updated • Letters updated to mask first 5 digits of student SSN • Award Notification Letter • Award Offer Letter • Document Tracking Letter • Award Letter-Missing Document Letter • User-Defined Letters

  23. 2009-10 EDExpress Release 2.0 • XML Schema 3.0b • Direct Loan Module • All cycle years and date ranges updated • Award Begin Date on or before 6/30/2010 • Award End Date on or after 7/1/2009 • AY Start Date on or before 6/30/2010 • AY End Date on or before 7/1/2009 • DOB: 1/1/1910 – 12/31/2001 • Disbursement Dates: 6/22/2007 – 12/26/2013

  24. 2009-10 EDExpress Release 2.0 • Direct Loan Module • Unsubsidized Annual Loan limits increased for undergraduates • Edit #1055 re-enabled and updated for ECASLA • Origination Loan Fee percentage reduced to 1.5% • Loans first disbursed on or after 7/1/2009 • Interest Rebate percentage updated to 1.0% • Loans first disbursed on or after 7/1/2009

  25. 2009-10 EDExpress Release 2.0 • Direct Loan Module • Disclosure Statements updated to mask first 5 digits of student and parent SSN for Direct PLUS Loans (Parent and GRAD PLUS) • Disclosure Statements updated to mask first 5 digits of student SSN • Subsidized • Unsubsidized • Grad PLUS • Packaging Module will be updated with undergraduate Unsubsidized ECASLA Loan Limits

  26. 2009-10 EDExpress Release 2.0 • Grants Module • All cycle years and date ranges updated • Enrollment Date: 1/1/2009 -6/30/2010 • Pay Period Start Date: 1/1/2009 – 6/30/2010 • Disbursement Dates: 1/1/2009 – 9/30/2015

  27. 2009-10 EDExpress Release 2.0 • Grants Module • ACG ECASLA changes • Eligible noncitizens qualify (Demo tab) • Help Text updated to incorporate the following changes • ACG eligibility extended to students in certificate programs at degree-granting institutions • Half-time students eligible

  28. 2009-10 EDExpress Release 2.0 • Grants Module • National SMART Grant ECASLA changes • Eligible noncitizens qualify (Demo tab) • Help Text updated to incorporate the following changes • 5th year eligibility for students in programs requiring five years • Half-time students eligible • Certain liberal-arts majors eligible

  29. 2009-10 EDExpress Release 2.0 • TEACH Grant Module • All cycle years and date ranges updated • Enrollment Date on or after 1/1/2009 • Disbursement Date on or after 1/1/2009

  30. 2009-10 EDExpress Release 2.0 • TEACH Grant Module • TEACH Grant Prior Year Imports available: • TEACH School Setup • TEACH Disbursement Profile Codes • TEACH COD System Setup • TEACH Queries • TEACH File Formats • Security Groups Setup • File Management

  31. 2009-10 EDExpress Release 2.0 • TEACH Grant Module • TEACH Grant Counseling • Initial Counseling • Subsequent Counseling • Exit Counseling • Unsolicited Responses - Entrance (CRACxxOP) • Populate counseling fields on Demo tab

  32. 2009-10 EDExpress Release 2.0 • TEACH Grant Module • Counseling fields on Demo tab • User may require counseling prior to first disbursement

  33. Direct Loan Tools Release 9.0 • No changes to current Record Layouts • Program Year 2009-2010 Will be Added • Program Year 2006-2007 Will be Removed • Disbursement Detail External Add valid transaction date range updated to: 20070622 - 20131226

  34. TEACH Grant Module • Release 3.0 posted June 30, 2008 • Allows for origination and disbursement of TEACH Grant Records • Records can be exported to COD for processing • Responses from COD can be imported • Anticipated Disbursements required • Maximum Award is $4000 per year

  35. TEACH Grant Module • Accepted ATS on file at COD required in order for COD to accept a TEACH Disbursement • No accepted ATS on file at COD will cause a disbursement to reject if it is sent too early • The ATS field is display only; it cannot be updated in EDExpress

  36. TEACH Grant Module • Booking a TEACH Grant • Same as booking a Direct Loan • Three elements need to be accepted at COD in order to book a TEACH Grant • Accepted Origination Record • Accepted ATS • Accepted First Disbursement Record • The TEACH Grant Booked Date is the date that DLSS will use to calculate accrued interest if the Grant converts to a loan

  37. Bulleted Text Slide • Information goes here • 2nd level info • 2nd level cont’d • Information goes here • Information goes here

  38. Resources for EDExpress Users on IFAP • 05/27/2008 - FFEL and Direct Loan Interest Rates Effective July 1, 2008: http://www.ifap.ed.gov/eannouncements/0527InterestRate20082009.html • 06/04/2008 - COD Common Record Schema Version 3.0a http://www.ifap.ed.gov/eannouncements/060408CODSchemaVer30aCorrected.html • 06/19/2008 - TEACH Grant Operational Implementation Overview: http://www.ifap.ed.gov/eannouncements/061908AddtlTEACHGrantOpImp.html

  39. Resources for EDExpress Users on IFAP • 06/26/2008 - Upcoming SAIG Message Class File Update:http://www.ifap.ed.gov/eannouncements/0626SAIGMessageClassUpdate.html • 06/30/2008 - CCRAA Operational Implementation Guidance:http://www.ifap.ed.gov/eannouncements/063008EDExpressWin3.html • 07/03/2008 - Increase to COD System Capacity - Implementation of Report Retirement Plan:http://www.ifap.ed.gov/eannouncements/070308Capacity1CODPreImplement.html

  40. Resources for EDExpress Users on IFAP • 07/24/2008 – The Integrated Partner Management (IPM) System: http://www.ifap.ed.gov/eannouncements/072408IntegratedPartnerSystem.html • 07/25/2008 - Upcoming SAIG Message Class File Update: http://www.ifap.ed.gov/eannouncements/072508SAIGmessClassFile.html • 07/25/2008 - Increase to COD System Capacity - Removal of Data for Closed Years from Production Environment and Availability of CommonLine Transformation Engine Solution:http://www.ifap.ed.gov/eannouncements/072508Capacity2PreImp.html

  41. Helpful EDExpress Resources on IFAP • 07/25/2008 – COD Common Record SML Schema Version 3.0b available: http://www.ifap.ed.gov/eannouncements/0725CODXMLSchema3pt0b.html • 07/28/2008 - 2009-2010 COD Technical Reference Draft Available: http://www.ifap.ed.gov/eannouncements/072808CODTechRef0910.html

  42. Contact Information • We appreciate your feedback and comments. We can be reached at: • Phone: 800-330-5947 • TTY: 800-511-5806 • Email: CPSSAIG@ed.gov

  43. EDExpress Direct Loan Module– Tips for New Direct Loan Schools

  44. New Direct Loan Participant—SAIG Mailbox Update • Update SAIG Enrollment to include Direct Loan Services • https://www.fsawebenroll.ed.gov/PMEnroll

  45. New Direct Loan Participant—G5 Update • Update your bank account information in G5 (GAPS) • https://www.G5.gov

  46. New Direct Loan Participant—COD Contacts • Contact your COD CSR regarding your Direct Loan participation • 800-848-0978 • Update your COD School profile • https://www.cod.ed.gov

  47. MPN processing -Paper Update EDExpress DL School Setup New Direct Loan Participant—MPN Processing • MPN processing -Electronic • https://www.dlenote.ed.gov

  48. New Direct Loan Participant—Direct Loan Web Sites • Additional Direct Loan-related web sites: • Direct Loan Servicing https://www.dl.ed.gov • Direct Loan Consolidation https://www.loanconsolidation.ed.gov • DL Software and Reference Material https://www.fsadownload.ed.gov

  49. New Direct Loan Participant—EDExpress Setup • Establish your school as a Direct Loan Participant in EDExpress • Tools/Setup/Global/School

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