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2014-2015 FISAP

This document provides instructions and technical reference for the changes to the 2014-2015 FISAP and Campus-Based Fiscal Operations Report and Application. It includes updates on data collection, additional institutions, non-traditional calendar enrollment, income grid, and the discontinuation of FISAP upload.

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2014-2015 FISAP

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  1. 2014-2015 FISAP Changes to 2012—2013 Required Data Tammy Gay| 5.23.2013

  2. 2014-2015 FISAP • Campus-Based Fiscal Operations Report and Application to Participate (FISAP), Instructions, and Technical Reference Tammy Gay| 5.23.2013

  3. 2014-2015 FISAP and Tech Ref • 2014-2015 FISAP used to report 2012-2013 data and request 2014-2015 funding • Draft FISAP, Instructions and Technical Reference posted to IFAP in Electronic Announcement 3/14/13 • Includes changes to data collection • Part I - Additional Institutions • Part II – Non-Traditional Calendar Enrollment • Part VI – Income Grid • FISAP Upload discontinued • Final to be posted in June after OMB approval • 60-day FRN posted March 19, 2013 in 78 FR 16841

  4. Additional Institutions • FISAP-Part I, Section A, item 5. • Additional Institutions (formerly Additional Locations) Mock up of new data entry – Additional Institutions

  5. Additional Institutions • FISAP-Part I, Section A, item 5. • Unique 8-Digit OPEID Explanation – the first and last two digits are ALWAYS zero Always Zero 0 2 3 4 5 6 0 0

  6. Additional Institutions • FISAP-Part I, Section A, item 5. • Unique 8-Digit OPEID Explanation – the first and last two digits are ALWAYS zero • The first 6 digits identify the institution Always Zero 0 2 3 4 5 6 0 0 Institution

  7. Additional Institutions • FISAP-Part I, Section A, item 5. • Unique 8-Digit OPEID Explanation – the first and last two digits are ALWAYS zero • The first 6 digits identify the institution • The last 2 digits identify the location Always Zero Location 00 = main campus 01, 02, etc = additional campus locations 0 2 3 4 5 6 0 0 Institution

  8. Additional Institutions • FISAP-Part I, Section A, item 5. • Unique 8-Digit OPEID Explanation – the first and last two digits are ALWAYS zero • The first 6 digits identify the institution • The last 2 digits identify the location • If an institution has more than 99 additional campus locations, first digit is incremented to 1 Always Zero Location 00 = main campus 01, 02, etc = additional campus locations 0 2 3 4 5 6 0 0 Institution If more than 99 additional campus location, 1st digit incremented to 1… more than 199 incremented to 2…etc.

  9. Additional Institutions • FISAP-Part I, Section A, item 5. • Reminder: Funds must be made reasonably available to ALL qualified students at each eligible institution for which funds have been requested on the FISAP. • FISAP Instructions Updates – Additional Institutions • Pages iii and 1-2

  10. Non-Traditional Calendar Enrollment • FISAP-Part II, Sections D and F. • Graduate Students added to Non-Traditional Calendar Enrollment reporting. • Section D. Information on Enrollment

  11. Non-Traditional Calendar Enrollment • FISAP-Part II, Sections D and F. • Graduate Students added to Non-Traditional Calendar Enrollment reporting. • Section F. Information on Eligible Aid Applicants • FISAP Instructions Updates – Non-Traditional Calendar Enrollment • Pages II-4 through II-12

  12. Distribution of Expenditures • FISAP-Part VI, Section A. Distribution of Program Recipients and Expenditures by Type of Student

  13. Distribution of Expenditures

  14. FISAP Upload Discontinued • FISAP Upload Discontinued

  15. FISAP Instructions - Updates • Introduction • Additional Institutions - updates • Deadline Dates and Funding Schedule - updates • Part I • Section A, Field 1(a) – Explain the need for additional information if the school is a new applicant for 2014-2015 but its students were included in a FISAP filed by a different institution last year. • Section A, Field 5 – Revise Additional Institution data entry information.

  16. FISAP Instructions - Updates • Part II • Section A, Introduction – Add a note to explain that if a Program Participation Agreement does not reflect eligibility for a specific Campus-Based program, data cannot be entered to request funds for that program. • Section C, Field 6. – Provide additional information concerning Waiver of the FWS/FSEOG institution-share requirement for Title III/V institutions.

  17. FISAP Instructions - Updates • Part II (cont’d) • Section D, Fields 7-8. – Provide clarification that High School students who are also enrolled in postsecondary classes are not “regular” students are not to be reported as enrolled for the purposes of the FISAP. • Section D, Fields 9-21. – Provide clarification concerning enrollment information for a school with a non-traditional calendar.

  18. Technical Reference • Record Layout Changes • FISAP Record Type removed due to discontinued FISAP Upload Option (previously field 1) and field numbering revised accordingly. • Fields 18 through 24 modified to reflect changes in Additional Institutions data entry. • Fields 75 through 102 added to reflect changes in non-traditional enrollment information collection. • Fields 436 through 442 modified to reflect expansion of the Part VI income grid. • Fields 443 through 470 added to reflect expansion of the Part VI income grid. • Fields 520 through 547 added to reflect expansion of the Part VI income grid

  19. Technical Reference • Changes to Edits • Field 28 – space is not a valid character in the FAA email address. • Field 400 – added edit to validate unduplicated recipient count. • Field 407 – added edit to validate unduplicated recipient count. • Field 414 – added edit to validate unduplicated recipient count. • Field 421 – added edit to validate unduplicated recipient count. • Field 428 – added edit to validate unduplicated recipient count. • Field 435 – added edit to validate unduplicated recipient count. • Field 442 – added edit to validate unduplicated recipient count. • Field 477 – added edit to validate unduplicated recipient count. • Field 484 – added edit to validate unduplicated recipient count. • Field 491 – added edit to validate unduplicated recipient count. • Field 498 – added edit to validate unduplicated recipient count.

  20. Technical Reference • Changes to Edits (cont’d) • Field 512 – added edit to validate unduplicated recipient count. • Field 519 – added edit to validate unduplicated recipient count. • Field 552 – added edit to validate unduplicated recipient count. • Field 559 – added edit to validate unduplicated recipient count. 

  21. Thanks! ?

  22. Common Origination and Disbursement (COD) System Update Wendy Jerreld & Dan Sullivan U.S. Department of Education 2013 Software Developers Webinar

  23. Agenda • COD Release 12.0 Recap • COD Release 12.1 Recap • COD Release 12.2 Grant Update • Top Pell Grant COD Edits • COD Release 12.0 DL Recap • COD Release 12.2 DL Update • COD Release 12.3 Update • Future Enhancements • Top Direct Loan COD Edits • COD Technical Reference Updates

  24. COD Release 12.0 Recap • With Release 12.0, the COD System implemented the following functionality on March 22, 2013: • Modifications to the Pell LEU Report • Ability to Benefit (ATB) modifications

  25. COD Release 12.0 RecapPell LEU Report • With Release 12.0, the production of the Pell LEU Report was extended for future award years. • Available now in SAIG format • Comma-Delimited Format • SAIG Message Class: PGLEYYOP • Where “YY” is award year • Example: PGLE14OP for award year 2013-2014 • No longer in the school’s Pell newsbox on the COD Reporting website • The last Pell LEU Report for Award Year 2012-2013 will be generated in the newsboxon October 5, 2013

  26. COD Release 12.0 RecapAbility to Benefit • With Release 12.0, the COD System implemented the following modifications to Ability to Benefit (ATB): • Applicable for all COD programs (Pell, Direct Loans and TEACH) • New valid values for <AbilityToBenefitCode> tags • 06 = High School Diploma • 07 = GED • <AbilityToBenefitCode> tag is now a required field for 2013-2014 and forward • Reject Edit 994 will be triggered if the <AbilityToBenefitCode> tag is not submitted on origination for any program • New warning Edit 199 when <AbilityToBenefitCode> tag value submitted does not match the High School Diploma or equivalent value from the CPS Transaction Number

  27. COD Release 12.0 RecapAbility to Benefit • Also, the Ability to Benefit modifications included: • Reject Edit 198 if the <AbilityToBenefitCode> tag is submitted on origination with values equal to 05 “Other” and 03 “State” • For all COD programs (Pell, Direct Loans and TEACH) • For origination and maintenance • Award years 2011-2012 and forward

  28. COD Release 12.1 Recap • With Release 12.1, the COD System implemented the following functionality on May 3, 2013: • Integrate Participation Management into the COD Web login • Access to the COD Web including User ID and passwords will be managed through Participation Management, not COD • The COD Web Home page, Login page, and User Information pages have been modified • A new User Role List page will be added for users with multiple active roles

  29. COD Release 12.2 Grant Update • With Release 12.2, the COD System will implement the following Grant functionality on June 28, 2013: • COD will return a hard Reject Edit for Pell LEU 600% Limit • Will be Reject Edit 201 • Applies to Award Years 2012-2013 and forward • On the Disbursement Level during Origination and Maintenance for Pell award • For correcting schools, the edit can only update the disbursements that are submitted • Both correcting and rejecting schools may be subject to further de-obligation Note: CODEdit 177 and 178 will not be modified

  30. COD Release 12.2 Grant UpdatePell LEU Reject Edit

  31. COD Release 12.2 Grant UpdatePell LEU Reject Edit • With Release 12.2, the COD System will reduce the disbursements of flagged awards until the student’s LEU equals 600% • Will occur if the school has not submitted disbursement reductions that reduced the student’s LEU to 600 or lower within 30 days • Award years 2012-2013 and forward • Negative Disbursement response will be sent to affected schools

  32. Top Pell Grant COD EditsEdits for 2012-2013 Award Year Edits for 2013-2014 Award Year * Data as of 4/17/2013

  33. COD Release 12.0 DL Recap • With Release 12.0, the COD System implemented the following Direct Loan functionality on March 22, 2013: • Direct Loan and TEACH SAS disbursement detail available On Demand • Exit Counseling available on StudentLoans.gov • New value(s) in the <CounselingType> for Exit Counseling • <CounselingType> values to be published in early Fall • Exit Counseling data has been added to the existing COD Counseling Report

  34. COD Release 12.0 DL RecapSAS Disbursement On Demand • COD now provides Schools the option to request TEACH and Direct Loan SAS Disbursement Detail on an On Demand basis. • Grant Data Requests, DL Rebuild and SAS Disbursement Detail have been combined on one COD Web page • New message classes have been created for the data requested DL and TEACH SAS files • All message classes can be found in the COD Technical Reference (Volume 2, Section 2)

  35. COD Release 12.0 DL RecapSAS Disbursement On Demand • Users have the following options for SAS Disbursement Detail On Demand: • Direct Loan or TEACH Program • Award Year • Start Date/End Date, Month-to-Date or Year-to-Date • Format • Display Names of Borrowers • Direct Loan SAS Detail

  36. COD Release 12.2 DL Update • With Release 12.2, the COD System will implement the following functionality on June 28, 2013: • Enrollment School Code added to the Direct Loan and TEACH Rebuild Files • Evaluate borrowers for the new Subsidized Usage Limit Applies (SULA) Flag • Increase the Loan Origination Fee

  37. COD Release 12.2 DL UpdateDirect Loan Rebuild File • With Release 12.2, the Enrollment School Code will be added to the Direct Loan and TEACH Rebuild Files. • Located Disbursement Detail Records • Only populated for Award Years 2012-2013 and forward • Direct Loans: Only added for actual disbursements • TEACH: Added for both actual and anticipated disbursements

  38. COD Release 12.2 DL UpdateDirect Subsidized Loan 150% Threshold • With Release 12.2, Phase 1 of the modifications to enforce a 150% threshold for Direct Subsidized Loans will be implemented. • COD will evaluate borrowers for the new Subsidized Usage Limit Applies (SULA) Flag • Flag will be set if the borrower has no outstanding loan balance at the time he/she receives a Direct Loan after June 30, 2013 • Flag will be displayed on the COD Web’s View Person Information page • Flag is not editable by the School

  39. COD Release 12.2 DL UpdateDirect Subsidized Loan 150% Threshold A new Warning Edit will be created to notify Schools of the borrowers who have received the Subsidized Usage Limit Applies Flag.

  40. COD Release 12.2 DL UpdateDirect Subsidized Loan 150% Threshold • Schools will also receive a new report displaying all students that that have received the Subsidized Usage Limit Applies Flag. • Identifies borrowers with an Subsidized Usage Limit Applies flag set to ‘Y’ • If an award has been submitted for a student who has a Subsidized Usage Limit Applies flag set to ‘Y’, then the student will appear on the School’s report for 90 days • Each borrower will appear only once per school report per Award Year • Delivered via the Schools’ News Boxes on the COD Reporting Web site weekly in CSV format • If no Borrowers meet the report generation criteria, the School will not receive a report for that week

  41. COD Release 12.2 DL UpdateIncrease Loan Origination Fee With Release 12.2, the COD System will apply the new Loan Origination Fee Percentage for loans with Earliest Disbursement Date (EDD) on or after 07/01/2013. Note: Existing calculation and truncation rules remain the same

  42. COD Release 12.3 Update Currently, the COD Release 12.3 will be implemented at the end of October 2013. Stay tuned details…

  43. COD Future Enhancements • The following enhancements are slated for future COD releases: • Full Schema Validation • Phase 2 of implementing the Direct Subsidized Loan 150% threshold • Enforcing the 15 Day reporting deadline for disbursements • Applied to all COD programs • Previously, the rule was 30 days to report a disbursement • The reporting deadline is set by a Federal Register notice and was effective starting on April 1, 2013

  44. COD Future EnhancementsFull Schema Validation • For the 2014-2015 award year, COD will begin performing full XML Common Record schema validation. • New validation will be based on the Common Record XML schema version that is published • Enforced: 3.0d, 3.0e, and 4.0a • Retiring: 2.0e, 3.0a, 3.0b, and 3.0c • Examples of common errors include general file formatting such as: • Invalid character or invalid byte • Content before the <?xml tag • Opening tag exists but end tag is missing • Software Vendors will be receiving reports outlining XML schema errors common for their software

  45. COD Future EnhancementsFull Schema Validation • By the end of May, Software Vendors will be receiving reports outlining XML schema errors that have been found in common records created using their software. • Reports to display only errors that were found • Will be not be a list of all potential errors within the software • Resolving these issues will get a School/Software Vendor closer to providing a clean common record XML • The published schema should be utilized for all XML validation rules For inquiries regarding XML schema enforcement contact: codsupport@ed.gov

  46. COD Future EnhancementsFull Schema Validation Sample Schema Errors Report

  47. COD Future EnhancementsFull Schema Validation Sample Schema Errors Report

  48. COD Future EnhancementsFull Schema Validation Sample Schema Errors Report

  49. Top Direct Loan COD EditsEdits for 2012-2013 Award Year Edits for 2013-2014 Award Year * Data as of 4/17/2013

  50. COD Technical Reference Updates Note: COD Tech Reference’s Common Record Layout will be redesigned for the November 2013 publication

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