NSLDS Update

1. NSLDS Update Eric Hardy U.S. Department of Education Judy Martin NSLDS Contractor

2. Agenda • Accessing NSLDS • Pell Grant LEU • Aggregate Questions • Report Changes • Enrollment Reporting

3. Accessing NSLDS -Now Behind AIMS

4. NSLDS Behind AIMS

5. NSLDS Behind AIMS

6. NSLDS Behind AIMS

7. Agenda • Accessing NSLDS • Pell Grant LEU • Aggregate Questions • Report Changes • Enrollment Reporting

8. Pell Grant LEU • Lifetime Eligibility Used • The amount of Federal Pell Grant funds a student may receive is limited to the equivalent of six years of Pell Grant funding • Since the maximum amount of Pell Grant funding a student can receive each year is equal to 100%, the six-year equivalent is 600%

9. Pell Grant LEU • Calculated by COD and provided to NSLDS • One time “catch up” file provided in July from COD for award year 1973-74 and forward • All subsequent changes will be sent to NSLDS by COD

10. Pell Grant LEU • Displays on websites • NSLDS Professional Access, Grant page • NSLDS Student Access, Grant section

11. Pell Grant LEU NSLDS to CPS • Starting July 2012, Award Year 2012-13, changes include: • Addition of a new Pell Lifetime Limit Flag in prescreening match between NSLDS and CPS: • E = Limit met or Exceeds (>= 600%) • C = Close to Limit (between 501% and 599%) • H = High % warning (between 451% and 500%) • N = No Problem

12. Pell Grant LEU • Starting July 2012, Award Year 2012-13, CPS changes include: • SAR ‘C’ Flag set if the Pell Lifetime Limit Flag is ‘E’ or ‘C’ • SAR comments generated for the Pell Lifetime Limit Flags to help with resolution

13. Pell Grant LEU • Starting July 2012, Award Year 2012-13, CPS changes include: • Addition of new post-screening reason codes between NSLDS and CPS: • 20 = Pell eligibleand met or exceeded Pell LEU limit (greater than or equal to 600%) • 21 = No longer met or exceeded Pell LEU limit • 22 = Pell eligible and close to Pell LEU limit (between 501% and 599%) • 23 = No longer close to Pell LEU limit

14. Agenda • Accessing NSLDS • Pell Grant LEU • Aggregate Questions • Report Changes • Enrollment Reporting

15. NSLDS Aggregate Questions NSLDS Aggregate Calculation Process

16. Components of Recent Loans Loan Status (“in school”) Greater of: Disbursement Amount or OPB Loan Period End Date + 90 Days has not passed Pending Disbursement Amount = Net Loan Amount – Disbursement Amount

17. Components of Older Loans Loan Status Loan Period End Date + 90 days have passed Lesser of: Disbursement Amount, OPB, or Net Loan Amount

18. Aggregate OPB

19. Recent Aggregate Concerns • Capitalized Interest • Considered, but not counted, when balance is greater than total disbursed • If borrower pays down the loan, NSLDS calculation does not differentiate OPB from the capitalized interest • School can determine appropriateness of awarding additional loan amount

20. Filtering Option on Loan Detail Page

21. Filtering Option on Loan Detail Page

22. Recent Aggregate Concerns • D5 Unsubsidized Consolidation Loans • Included Grad PLUS and Parent PLUS loans causing inaccurate unsubsidized aggregates • NSLDS adjusted the calculation to exclude loanspaid by consolidation underlying Grad PLUS (D3, GB) loans and Parent PLUS (D4, PL) loans • Post-screening records will indicate the update

23. Agenda • Accessing NSLDS • Pell Grant LEU • Aggregate Questions • Report Changes • Enrollment Reporting

24. School Portfolio Report (SCHPR1) • Provides details on borrowers in your current loan portfolio • Based on loan repayment begin date • If your school has merged, previous school codes are included • Available in extract only

26. School Portfolio Report Uses • May eliminate need for other reports • You can request up to three years of loans that entered or will be entering repayment • You can track student’s loan activity • Current status • Current principle and interest balances • Delinquency date

27. School Portfolio Report • November 2011 Release: • Addition of consolidation loans • Consolidation loans added based on the Date Entered Repayment of the underlying loan • Addition of PLUS borrower identifiers • Changed student identifier fields to borrower identifier fields. New fields for student identifiers

28. School Portfolio Report • November 2011 Release: • Addition of repayment plan information • Current repayment plan code • Repayment plan date • Repayment term • Scheduled payment amount • Record Layout expanded from 400 bytes to 550 bytes

29. Delinquency Report (DELQ01) • Now includes delinquent borrowers reported by all federal loan servicers • Contains borrower's contact information (address, phone number, and e-mail) as it has been reported to NSLDS • Driven off of number of days delinquent

30. Delinquency Report • Driven by number of days delinquent • Remember, data can change based on when the report is run • Days delinquent could be calculated from School Portfolio Report • Use Web Page under Aid tab “Delinquent Borrowers” for current up-to-date data

31. Delinquent Borrowers Web Option

32. Delinquent Borrower Results

33. Delinquency Report • November 2011 Release: • Addition of consolidation loans • Consolidation loans added based on the School Code of the underlying loan • Consolidation Indicator • Consolidation ID

34. Delinquency Report • November 2011 Release: • Addition of PLUS borrower identifiers • Changed student identifier fields to borrower identifier fields. New fields for student identifiers: • Student SSN • Student First Name • Student DOB

35. Delinquency Report • November 2011 Release: • Merged school access • Schools that have merged into a new school are now included in the new school’s report • Original School Code • Original School Location Code

36. Agenda • Accessing NSLDS • Pell Grant LEU • Aggregate Questions • Report Changes • Enrollment Reporting

37. Enhancements for Enrollment Reporting • New Enrollment Reporting File Format • Enrollment Reporting Administration • “Move to” Functionality • New Data Sources • New Data Fields

38. New Enrollment Reporting File Format Options • New Enrollment Reporting File Format • Enhanced Fixed Width flat file • Comma Separated Values (CSV) file • eXtensible Markup Language (XML) file • Layouts posted to NSLDS Record Layouts section on the IFAP website on 4/6/12

39. New Enrollment Reporting File Format Options • Transition to new format by March 31, 2013 • Indicate file type choice on NSLDS new Enrollment Reporting Profile page • Current file format will be used until a new format is selected on the NSLDS Professional Access website

40. Enrollment Reporting Profile

41. Use Profile Page for Preferences

42. Update File Preferencesby March 31, 2013

43. Enrollment Administration Setup • To assist schools that report for their own campus locations (i.e., do not use a servicer) • A new option to allow a single location of a 6-digit school OPEID to act as the “Enrollment Administrator” for more than one location (2-digit OPEID code) for the school

44. Enrollment Administration Section of Reporting Profile

45. Enrollment Administration After Changes

46. “Move to” Location Functionality View of student on Enrollment Summary before move:

47. “Move to” Location Functionality Perform “move” using Location field online and in Move To School Branch Code field in batch)

48. “Move to” Location Functionality View of student on Enrollment Summary after move:

49. Enrollment New Data Sources

50. Enrollment New Data Fields Address Icon Term Date, Begin, & End Credential Level