Valerie Sherrer and Randy Bowman | Dec U.S. Department of Education 2014 FSA Training Conference for Financial Aid Professionals NSLDS 2014 Enrollment Reporting Session 23

Agenda Importance of Enrollment Reporting Who to Report What to Report How to Report Situational Examples Common Questions Enrollment & Loss of Subsidy Academic Success Upcoming Enhancements Q&A 2

Importance of Enrollment Reporting Critical for administration of Title IV Loan Programs Ensures students’ interest subsidy entitlements are protected Essential for: Timely receipt of in-school deferments Proper servicing of loan throughout the life cycle of the loan Preventing loan defaults Determining academic outcomes 3

What You Should Know… Release of New Enrollment Reporting File Layouts Final – February 27, 2014 Final Dear Colleague Letter GEN-14-07: April 14, 2014GEN Newsletter 45: April 24, 2014 Enhancements to NSLDS Newsletter 45 Newsletter 46: June 30, 2014 Enhancements to NSLDS Newsletter 46 New Enrollment Reporting Guide: July 23, 2014 New Enrollment Reporting Guide Updated version will be available Spring

What You Should Know… Webinar # 4: “General Overview of Program-Level Enrollment Reporting” July 15 & 16, 2014 Webinar # 4 Webinar # 5: “Critical Details to Proper Program-Level Enrollment Reporting” July 30 & 31, 2014 Webinar # 5: Dear Colleague Letter GEN-14-17: August 29, 2014GEN Electronic Announcement: Reminder of Program-Level Enrollment Reporting Requirement: September 26, 2014Reminder of Program-Level Enrollment Reporting Requirement 5

Agenda Importance of Enrollment Reporting Who to Report What to Report How to Report Situational Examples Common Questions Enrollment & Loss of Subsidy Academic Success Upcoming Enhancements Q&A 6

Building your Enrollment Roster 7

Report Students Where They Attend It is important that schools add financial aid recipients to their rosters if the students are not already on the roster Students should be reported at two locations of the same 6-digit OPEID ONLY IF the student is actually attending both locations If the student is not enrolled at both locations, report the correct location for the student If a student appears on a roster of an incorrect location, use the “Move To” functionality to report the correct location for the student 8

Reporting Requirements Schools must return rosters within 15 days of receipt Schools must correct errors within 10 days of receipt of the Error Acknowledgement file Schools are required to report enrollment to NSLDS at a minimum of every 2 months 9

Using Third-Party Servicers Schools using a Third-Party Servicer to report enrollment data to NSLDS should: Verify that new and transfer students are being added to the correct school location Ensure that students that are certified as enrolled at multiple locations are actually attending multiple school locations Don’t forget that all Third-Party Servicers must be added to your school’s ECAR 10

Agenda Importance of Enrollment Reporting Who to Report What to Report How to Report Situational Examples Common Questions Enrollment & Loss of Subsidy Academic Success Upcoming Enhancements Q&A 11

Campus-Level Record Type 001 Campus-Leve l Student SSN 8-digit OPEID Student Name and DOB Certification Date Enrollment Status Effective Date Enrollment Status Anticipated Completion Date (ACD) Term Begin and End Dates Student Permanent Address Student Phone Number Move To OPEID Program Indicator 12

Campus-Level Fields Credential Level Moved to Program-level record type Program Indicator Report ‘Y’ if the student is enrolled in at least one program Report ‘N’ only if the student is not enrolled in any program at your location Can be used by “deferment only” schools Should not be used for undeclared majors 13

Program-Level Record Type 002 Program-Level Classification of Instructional Programs (CIP) Code CIP Year Program Credential Level Published Program Length Published Program Length Measurement Weeks in Title IV Academic Year Program Begin Date Special Program Indicator Program Enrollment Status Program Enrollment Effective Date 14

Program-Level Fields Classification of Instructional Programs (CIP) Code Six-digit CIP code (without period) identifying a program’s academic content All programs for a student must be reported CIP Codes can be found at: CIP Year = 2010 Example: Cosmetology/Cosmetologist, General 

Program-Level Fields Program Credential Level Now reported at the program level Special Program Indicator See Enrollment Reporting Guide for special reporting rules 16

Program-Level Fields Program Begin Date Date on which the student began attending the program Does not change if student withdraws and returns to same program Program Enrollment Status Matches Campus-level enrollment status Except when graduating or withdrawing from only one of multiple programs 17

Program-Level Fields Published Program Length The length of the instructional program in years, months, or weeks as published by the school What is published in your catalog or other official publications Published Program Length Measurement The unit of measure for the length of the instructional program as published by the school Values include: ‘Y’ Years, ‘M’ Months, ‘W’ Weeks Weeks in Title IV Academic Year The total number of weeks of instruction in the program’s academic year. Only required when Published Program Length Measurement is ‘W’ or ‘M’ This is the financial aid academic year 18

Program-Level Fields Example 1: 10 weeks Published Program Length = 10 weeks  Published Program Length Measurement = Weeks  W Weeks in Title IV Academic Year = 26 weeks  NSLDS will convert to years = 10/26  years Example 2: 1.5 years Published Program Length = 1.5 years  Published Program Length Measurement = Years  Y Weeks in Title IV Academic Year = Not required when reporting in years (report all zeroes: if not required) 19

Address Record Type 003 Student Student Address Can report multiple addresses One address per record type 003 Optional field 20

Agenda Importance of Enrollment Reporting Who to Report What to Report How to Report Situational Examples Common Questions Enrollment & Loss of Subsidy Academic Success Upcoming Enhancements Q&A 21

Reporting Methods Batch Reporting formats: Fixed-Width Comma Separated Values (CSV) Online Reporting Methods Enrollment Maintenance Spreadsheet Submittal 22

Batch Reporting – “Bundle” 23

Enrollment Maintenance 24

25 Student Contact Information

Spreadsheet Submittal The Enrollment Spreadsheet Submittal Instruction Guide and Submittal Format are available on the Federal Student Aid Download (FSAdownload) websiteFederal Student Aid Download CSV roster format can be imported into a spreadsheet for reporting using the Enrollment Spreadsheet Submittal 26

Agenda Importance of Enrollment Reporting Who to Report What to Report How to Report Situational Examples Common Questions Enrollment & Loss of Subsidy Academic Success Upcoming Enhancements Q&A 27

Meet Terri Certificate 28

Terri Certificate Enrolls in a Certificate Program in Cosmetology Operations (CIP ) at Small Town Beauty School (OPEID ) Begins full-time enrollment in 60 week program 29

Terri’s Campus-Level Reporting Initial Reporting of Campus-Level 001 OPEID: Certification Date: Enrollment Status Effective Date: Enrollment Status: F ACD: Program Indicator: Y 30

Terri – Enrollment Summary 31

Terri’s Program-Level Reporting Initial reporting of Program-Level 002 OPEID: CIP Code: Program Credential Level: 01 Published Program Length: Published Program Length Measurement: W Weeks in Title IV Academic Year: Program Begin Date: Special Program Indicator: N Enrollment Status: F Enrollment Effective Date:

Terri – Enrollment Maintenance 33

Terri – Student Access 34

Terri’s Address Reporting 35 Address 003 Address:

Terri – Student Contact Information 36

Terri Completed Her Program! 37

Reporting Terri’s Graduation * Graduation and withdrawals must be reported twice Completed Campus-Level OPEID: Certification Date: Enrollment Status Effective Date: Enrollment Status: G* ACD: Program Indicator: Y Completed Program-Level CIP Code: Program Credential Level: 01 Published Program Length: Published Program Length Measurement: W Weeks in Title IV Academic Year: Program Begin Date: Special Program Indicator: N Enrollment Status: G* Enrollment Effective Date:

Terri – Student Access 39

Meet Billy Bachelor 40

Billy Bachelor Enrolls in dual major Bachelor's degree Programs in History (CIP ) and Math (CIP ) at Big State University (OPEID ) Begins Full-time in the 4-year academic program on 09/25/

Billy – August 2014 Retroactive Reporting back to 07/01/14 42 Billy Campus-Level OPEID: Certification Date: Enrollment Status Effective Date: Enrollment Status: F ACD: Term Begin Date: Term End Date: Program Indicator: Y Program 1 - History Program-Level OPEID: CIP Code: Program Credential Level: 03 Published Program Length: Published Program Length Measurement: Y Program Begin Date: Special Program Indicator: N Enrollment Status: F Enrollment Effective Date: Program 2 - Math Program-Level OPEID: CIP Code: Program Credential Level: 03 Published Program Length: Published Program Length Measurement: Y Program Begin Date: Special Program Indicator: N Enrollment Status: F Enrollment Effective Date:

Billy has decided to only major in History Billy has withdrawn from the Math program 43 Billy – October 2014

Retroactive Reporting back to 07/01/14 44 Billy Campus-Level OPEID: Certification Date: Enrollment Status Effective Date: Enrollment Status: F ACD: Term Begin Date: Term End Date: Program Indicator: Y Program 1 - History Program-Level OPEID: CIP Code: Program Credential Level: 03 Published Program Length: Published Program Length Measurement: Y Program Begin Date: Special Program Indicator: N Enrollment Status: F Enrollment Effective Date: Program 2 - Math Program-Level OPEID: CIP Code: Program Credential Level: 03 Published Program Length: Published Program Length Measurement: Y Program Begin Date: Special Program Indicator: N Enrollment Status: W Enrollment Effective Date:

Billy – December 2014 After two consecutive ‘W’ reporting's, the Math program drops from the roster Continue to report on the History program 45

Billy – December Billy Campus-Level OPEID: Certification Date: Enrollment Status Effective Date: Enrollment Status: F ACD: Term Begin Date: Term End Date: Program Indicator: Y Program 2 - History Program-Level OPEID: CIP Code: Program Credential Level: 03 Published Program Length: Published Program Length Measurement: Y Program Begin Date: Special Program Indicator: N Enrollment Status: F Enrollment Effective Date: Math program was dropped from the roster.

Billy Completed His Program! 47

Billy – June Billy Campus-Level OPEID: Certification Date: Enrollment Status Effective Date: Enrollment Status: G ACD: Term Begin Date: Term End Date: Program Indicator: Y Program 2 - History Program-Level OPEID: CIP Code: Program Credential Level: 03 Published Program Length: Published Program Length Measurement: Y Program Begin Date: Special Program Indicator: N Enrollment Status: G Enrollment Effective Date:

Agenda Importance of Enrollment Reporting Who to Report What to Report How to Report Situational Examples Common Questions Enrollment & Loss of Subsidy Academic Success Upcoming Enhancements Q&A 49

Common Questions What CIP Code do I report for non-degree programs? If program does not lead to a degree or certificate and doesn’t meet any of the special program requirements – Do not report Do CIP Codes have decimals for NSLDS? They do for COD, not for NSLDS What program length do I report for my program? If GE program, report length from GE disclosure The published program length (from website, catalog, etc.) If not published report “normal time” to complete (calendar time) 50

Common Questions How do I report preparatory coursework? Preparatory Coursework, Graduate/Professional Program: Preparatory Coursework, Undergraduate Program: 51

Common Questions What’s the difference between a graduate/professional certificate and a post-baccalaureate certificate? Post-baccalaureate certificate is at undergrad level but requires completion of bachelor’s degree for admission Graduate/professional certificate is at graduate level, also generally requires completion of bachelor’s degree Does the enrollment status that I report to NSLDS satisfy the requirement to report enrollment status to COD? No, enrollment status must also be reported to COD 52

Common Questions Program Begin Date vs Program Enrollment Effective Date Program Begin Date is the date the student actually started in the program of study. This does not change based on a new term date Program Enrollment Effective Date is the date of the enrollment status being reported for that program. Date only changes when enrollment status changes Cannot certify future enrollment, i.e., for a term that has not already begun Report changes of program using whatever date your system uses 53

Common Questions Using Transfer Student Monitoring (TSM) to add students to Enrollment rosters NSLDS adds students to rosters based on the monitoring Enrollment Begin Date Monitoring should not start until the student is actually enrolled When student appears on the roster, report actual enrollment information 54

Agenda Importance of Enrollment Reporting Who to Report What to Report How to Report Situational Examples Common Questions Enrollment & Loss of Subsidy Academic Success Upcoming Enhancements Q&A 55

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Consequence: Interest Subsidy Loss Based on enrollment, not borrowing, or requesting aid. Lost eligibility due to 150% limit Did not complete program Enrolls in program of equal or shorter length Subsidy loss 57

Loss of Interest Subsidy NSLDS sends Loss of Subsidy data to the Federal Loan Servicers NSLDS will include Loss of Subsidy in selected NSLDS Reports The NSLDS Professional Access Website now displays the new Loss of Subsidy warning icon for borrowers who have lost interest subsidyNSLDS Professional Access Website 58

Loss of Interest Subsidy A new field has been added to the Loan History page for (D0) loans to display the status of the interest subsidy: Loss of Sub - Indicates that a D0 loan has lost interest subsidy 59

Agenda Importance of Enrollment Reporting Who to Report What to Report How to Report Situational Examples Common Questions Enrollment & Loss of Subsidy Academic Success Upcoming Enhancements Q&A 60

Academic Success and Outcomes Currently, the Department uses information from IPEDS to respond to information requests about borrower academic success (graduation, completion, etc.) The Administration and Congress wants more insight into the academic success specific to individual Title IV recipients. NSLDS is the only source that links individual enrollment statuses to individual persons Recently, The Consolidated Appropriations Act of 2014, directed the U. S. Department of Education to report information on Pell Grant recipients’ academic success (graduation) to CongressThe Consolidated Appropriations Act of

Academic Success and Outcomes Enrollment Reporting focus will now shift to include academic success of loan and grant recipients New College Ratings on the Financial Aid Shopping Sheet Median income of borrowers who complete Graduation rates What happens to students who complete In 2015, NSLDS will be providing all schools the opportunity to update individual student’s completion/graduation data 62

Agenda Importance of Enrollment Reporting Who to Report What to Report How to Report Situational Examples Common Questions Enrollment & Loss of Subsidy Academic Success Upcoming Enhancements Q&A 63

Upcoming Enhancements Student Contact Information will be mandatory Compliance Measurements/Letters to schools Focus on roster completion, including program-level Report all Title IV students attending your school Escalating notices will be sent for non-compliance Referral to FSA Program Compliance for action Updated Enrollment Reporting Guide (Spring 2015) 64

Agenda Importance of Enrollment Reporting Who to Report What to Report How to Report Situational Examples Common Questions Enrollment & Loss of Subsidy Academic Success Upcoming Enhancements Q&A 65

QUESTIONS? 66

NSLDS Contact Information Customer Support Center: Phone: Toll: Fax: Web: 67