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

2. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 21 2009-10 EDExpress Release 1.0 App Express Module –Removed “SAR #” column under “View|List Changes” (ISIR Review Tab)

22. 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. 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. 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. 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. 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. 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. 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 –5 th year eligibility for students in programs requiring five years –Half-time students eligible –Certain liberal-arts majors eligible

29. 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. 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. 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. 32 2009-10 EDExpress Release 2.0 TEACH Grant Module –Counseling fields on Demo tab –User may require counseling prior to first disbursement

33. 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. 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. 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. 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. 37 Bulleted Text Slide Information goes here –2 nd level info –2 nd level cont’d Information goes here

38. 38

39. 39 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/0 527InterestRate20082009.html http://www.ifap.ed.gov/eannouncements/0 527InterestRate20082009.html 06/04/2008 - COD Common Record Schema Version 3.0a http://www.ifap.ed.gov/eannouncements/0 60408CODSchemaVer30aCorrected.html http://www.ifap.ed.gov/eannouncements/0 60408CODSchemaVer30aCorrected.html 06/19/2008 - TEACH Grant Operational Implementation Overview: http://www.ifap.ed.gov/eannouncements/0 61908AddtlTEACHGrantOpImp.html http://www.ifap.ed.gov/eannouncements/0 61908AddtlTEACHGrantOpImp.html

40. 40 Resources for EDExpress Users on IFAP 06/26/2008 - Upcoming SAIG Message Class File Update: http://www.ifap.ed.gov/eannouncements/0626SAI GMessageClassUpdate.html http://www.ifap.ed.gov/eannouncements/0626SAI GMessageClassUpdate.html 06/30/2008 - CCRAA Operational Implementation Guidance: http://www.ifap.ed.gov/eannouncements/063008E DExpressWin3.html http://www.ifap.ed.gov/eannouncements/063008E DExpressWin3.html 07/03/2008 - Increase to COD System Capacity - Implementation of Report Retirement Plan: http://www.ifap.ed.gov/eannouncements/070308C apacity1CODPreImplement.html http://www.ifap.ed.gov/eannouncements/070308C apacity1CODPreImplement.html

41. 41 Resources for EDExpress Users on IFAP 07/24/2008 – The Integrated Partner Management (IPM) System: http://www.ifap.ed.gov/eannouncements/072408In tegratedPartnerSystem.html http://www.ifap.ed.gov/eannouncements/072408In tegratedPartnerSystem.html 07/25/2008 - Upcoming SAIG Message Class File Update: http://www.ifap.ed.gov/eannouncements/072508S AIGmessClassFile.html http://www.ifap.ed.gov/eannouncements/072508S AIGmessClassFile.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/072508C apacity2PreImp.html http://www.ifap.ed.gov/eannouncements/072508C apacity2PreImp.html

42. 42 Helpful EDExpress Resources on IFAP 07/25/2008 – COD Common Record SML Schema Version 3.0b available: http://www.ifap.ed.gov/eannounceme nts/0725CODXMLSchema3pt0b.html http://www.ifap.ed.gov/eannounceme nts/0725CODXMLSchema3pt0b.html 07/28/2008 - 2009-2010 COD Technical Reference Draft Available: http://www.ifap.ed.gov/eannounceme nts/072808CODTechRef0910.html http://www.ifap.ed.gov/eannounceme nts/072808CODTechRef0910.html

43. 43 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

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

45. 45 New Direct Loan Participant— SAIG Mailbox Update Update SAIG Enrollment to include Direct Loan Services –https://www.fsawebenroll.ed.gov/PMEnroll

46. 46 New Direct Loan Participant— G5 Update Update your bank account information in G5 (GAPS) –https://www.G5.gov

47. 47 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

48. 48 New Direct Loan Participant— MPN Processing MPN processing - Paper –Update EDExpress DL School Setup MPN processing - Electronic https://www.dlenote.ed.gov

49. 49 New Direct Loan Participant— Direct Loan Web Sites Additional Direct Loan-related web sites: –Direct Loan Servicing https://www.dl.ed.gov https://www.dl.ed.gov –Direct Loan Consolidation https://www.loanconsolidation.ed.gov https://www.loanconsolidation.ed.gov –DL Software and Reference Material https://www.fsadownload.ed.gov https://www.fsadownload.ed.gov

50. 50 New Direct Loan Participant— EDExpress Setup Establish your school as a Direct Loan Participant in EDExpress –Tools/Setup/Global/School

51. 51 New Direct Loan Participant— EDExpress Setup Establish your Direct Loan school profile in EDExpress –Tools/Setup/COD/School/Direct Loan

52. 52 New Direct Loan Participant— EDExpress Setup Establish your Direct Loan Source Entity ID in EDExpress –Tools/Setup/COD/System

53. 53 New Direct Loan Participant— EDExpress Setup Establish your Direct Loan Disbursement Profiles –Tools/Setup/COD/Disbursement

54. 54 New Direct Loan Participant— CBT Resources Tutorial Web-based training (WBT) on IFAP