Session 18 EDExpress Changes for the HERA and 2007-2008 Maria Marella, U.S. Department of Education Bob Martin, U.S. Department
Dec 19, 2015
Session 18
EDExpress Changes for the
HERA and 2007-2008
Maria Marella, U.S. Department of Education
Bob Martin, U.S. Department of Education
2
Agenda – Putting the Pieces Together
• EDExpress Release Dates
• EDExpress 2006-2007 Release 3.0
• EDExpress 2006-2007 Release 4.0
• EDExpress 2006-2007 Release 5.0
• EDExpress 2007-2008 Release 1.0
• EDExpress 2007-2008 Release 2.0
3
EDExpress 2006-2007 Release Dates
• EDExpress 2006-2007 Release 2.0 Enhancement
– August 11, 2006 (No longer available August 30)
• EDExpress 2006-2007 Release 3.0
– August 30, 2006
• EDExpress 2006-2007 Release 4.0
– December 2006
• EDExpress 2006-2007 Release 5.0
– April 2007
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EDExpress 2007-2008 Release Dates
• EDExpress 2007-2008 Release 1.0
– January 2007
• EDExpress 2007-2008 Release 2.0
– April 2007
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2006-2007 Release 3.0 Overview
• Released August 30, 2006
• Direct PLUS Loan records for Graduate and
Professional Students (Grad PLUS)
• Academic Competitiveness Grant (ACG)
• National Science and Mathematics Access to
Retain Talent (National SMART) Grant
• Additional HERA Changes
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2006-2007 Release 3.0Grad PLUS
What happened to Release 2.0 Enhancement
Grad PLUS loans in Release 3.0?
• Loan Type of “P” in Release 2.0 Enhancement
• Converted to Loan Type of “G” in Release 3.0
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2006-2007 Release 3.0Grad PLUS
Entry
• Add loan type “G”
• “G” is EDExpress-only
• “P” in Loan ID
• Grade Level 6 or higher
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2006-2007 Release 3.0Grad PLUS
• Import
• Loan Data – ISIR Import
– Select Loan Type to Create: G
• Loan Data – External Add/External Change
– Loan Identifier: P
– Import Type Code: GA
– MPN ID: N
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2006-2007 Release 3.0Grad PLUS
• Reports
• Existing DL Reports include Grad PLUS data
• Added DL Reports specifically for Grad PLUS
– MPN – Grad PLUS
– Manifest – Grad PLUS
– List – Grad PLUS MPN
– Disclosure Statement – Grad PLUS
– Origination Record
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2006-2007 Release 3.0Grad PLUS
Query
• Modified existing
pre-defined queries
• Added new
pre-defined queries
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2006-2007 Release 3.0Grad PLUSFile Format
• Include loan type field in File Format to distinguish Grad PLUS from PLUS loans in export file
• Added “Transaction # - DL” for CPS Transaction # on Loan
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2006-2007 Release 3.0Grad PLUS
Browse
• Originations on Grad
PLUS tab
• Actual Disbursements
on Disbursements tab
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2006-2007 Release 3.0 ACG
Global
• ED Initiated Message Class for ACG–ED2007OP
• Define using Tools|Setup|Global
• Import using File|Import|Global
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2006-2007 Release 3.0 ACG
Application Processing
• ISIR Message Class for ACG-only corrections –
IGAA07OP
• ISIR Comment Codes specifically for ACG are
268, 269, 270 & 271
• Pre-defined query for ISIR Comment Code 271
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2006-2007 Release 3.0 ACG
How do these pieces fit together?
• ED2007OP & ISIR files
• IGAA07OP & other ISIR Message Classes
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2006-2007 Release 3.0 ACG & National SMART Grant
Entry
• Select Grant Type
• ACG data elements
• National SMART Grant
data elements
• Disbursement data
elements (same as Pell)
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2006-2007 Release 3.0 ACG & National SMART Grant
Multiple Entry
• Use Multiple Entry to
update several records
at one time for ACG or
National SMART Grant
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2006-2007 Release 3.0 ACG & National SMART Grant
EDExpress Edits
• Pell edits exist for ACG & National SMART Grant records as applicable
• ACG cannot exceed the maximum amount of $1,300
• National SMART Grant cannot exceed the maximum amount of $4,000
• Pell disbursement edits for correct number of days based on Funding Method not applied
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2006-2007 Release 3.0 ACG & National SMART Grant
Import
• Origination Data – ISIRs
– Select Grant Type
– Can use query “ACG Comment Code”
• Origination Data – External (PGEO07OP)
– Record layout modified but total byte size unchanged
• Disbursement Data – External (PGED07OP)
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2006-2007 Release 3.0 ACG & National SMART Grant
Import
• Electronic Statement of Account (ESOA)
– Imported and printed
– Not stored in EDExpress Database
• AGAS07OP
• SGAS07OP
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2006-2007 Release 3.0 ACG & National SMART Grant
Reports
• Origination Record
• Origination List
• Disbursement List
– COD Disbursement edits also printed
• Select Grant Type for the above reports
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2006-2007 Release 3.0 ACG & National SMART Grant
What else can you do?
• Data elements included in Query
– Create queries using Tools|Query|Pell
• Data elements exported to school system
– Create File Format setup using
Tools|File Format|Pell
• Data elements viewed in Browse
– View using Tools|Browse|Pell
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2006-2007 Release 3.0Additional HERA – Pell CalculationsSetup/Entry/Edits
• Pell “Weeks of Instructional Time in Program’s Definition of Academic Year” valid range modified
• Pell Methodology 4 range now 26 – 78
• Pell Methodology 2, 3, & 5 range remains 30 – 78
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2006-2007 Release 4.0 Overview
• Scheduled for Release in December 2006
• Export ACG & National SMART Grant to COD
• Import COD Response for ACG & National
SMART Grant
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2006-2007 Release 4.0 ACG & National SMART Grant
Export
• Export ACG & National SMART Grant records to COD
– Use File|Export|Pell if “Combine DL & Pell” field is not selected
– Use File|Export|Pell or File|Export|Direct Loan if “Combine DL & Pell” field is selected
• Same message class (CRAA07IN) for ACG & National SMART Grant as for Pell & Direct Loan
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2006-2007 Release 4.0 ACG & National SMART GrantExport
• Identify ACG (A) &
National SMART Grant
(T) using Award ID in
Select Records
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2006-2007 Release 4.0 ACG & National SMART Grant
Import
• Use File|Import|Pell or File|Import|Direct Loan for COD Response
• Same message class (CRAA07OP) for ACG & National SMART Grant as for Pell & Direct Loan
• May also receive Web Response (CRWB07OP) if using COD Web site for origination changes and/or disbursements
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2006-2007 Release 4.0 ACG & National SMART Grant
View
• Processed Edits…
– Edits received from COD
– Origination edits from Origination tab & Disbursement edits from Disbursement tab
• ED Flags…
– Concurrent Enrollment
– From Origination tab
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2006-2007 Release 4.0 ACG & National SMART Grant
Reports
• List – Student Records in Document
– Will print as part of Pell program
– Identify using Award ID
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2006-2007 Release 4.0 ACG & National SMART GrantReports
• List – Document Activity
– “Y” in the Pell column indicates the document includes one or more Pell, ACG, and/or National SMART Grant record(s)
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2006-2007 Release 5.0 Overview
• Scheduled for Release in April 2007
• Export ACG & National SMART Grant Data
Request files to COD
• Import COD Reports for ACG & National
SMART Grant
• Loan Limits for Direct Loan Subsidized &
Unsubsidized
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2006-2007 Release 5.0 ACG & National SMART GrantExport
• Data Request– ESOA– YTD– MRR– Reconciliation file
• AGRQ07IN
• SGRQ07IN
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2006-2007 Release 5.0 ACG & National SMART GrantImport
• COD Reports
– Data Request Response (AGRA07OP; SGRA07OP)
– YTD (AGYR07OP; SGYR07OP)
– MRR (AGMR07OP; SGMR07OP)
– Reconciliation Report (AGRC07OP; SGRC07OP)
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2006-2007 Release 5.0 ACG & National SMART GrantImport
• COD Reports
– Pending Disbursement Report (AGPD07OP;
SGPD07OP)
– ED Comments (AGTX07OP; SGTX07OP)
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2006-2007 Release 5.0 ACG & National SMART GrantImport
• COD Response
– System-generated Negative Disbursement file will be applicable for ACG & National SMART Grant
– Same message class (CRND07OP) for ACG & National SMART Grant as for Pell
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2006-2007 Release 5.0 Additional HERA – Loan LimitsEntry• Entry edits will be modified for higher loan limits• Effective for loans first disbursed on or after July 1, 2007
Base Sub/Unsub Additional Unsub
1st Yr Undergraduate $3,500 $4,000
2nd Yr Undergraduate $4,500 $4,000
3rd Yr & Beyond
Undergraduate$5,500 $5,000
Graduate/Professional $8,500 $12,000
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2006-2007 Release 5.0 Additional HERA – Loan Limits
Import
• Loan Data – External Add & External Change
– Import higher loan limits using External Add or
Change
Reminder: First Disbursement Date must be
on or after July 1, 2007 or COD will reject
the record
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2007-2008 Release 1.0 Overview
• Scheduled for Release in January 2007
• Updates due to annual changes to the FAFSA &
ISIR
• Additional updates due to the HERA
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2007-2008 Release 1.0 General EDExpress Updates
• Cycle References & Message Classes will be updated for 2007-2008
• EDExpress splash screen will be yellow to match the 2007-2008 FAFSA & SAR
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2007-2008 Release 1.0 Global
Entry• Pacific Islander SSNs will have 13 as the 4th and
5th digits when a new Demo record is entered manually
Import• Use Prior Year User-Defined Queries, Setup, and
File Formats to import the value for the Global Security Users setup field “Enable 508 Grid Functionality?” from 2006-2007 EDExpress
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2007-2008 Release 1.0 Application Processing
ISIR Review/ISIR Print• Will combine 2006-2007 fields in 2007-2008
“In addition to grants, are you interested in student loans (which you must pay back)?”
and“In addition to grants, are you interested in
‘work-study’ (which you earn through work)?”will be
“Interested in work-study or student loan?”
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ISIR Review/ISIR Print
• Valid answers for “Interested in work-study or student loan?”
1 = Work-study
2 = Loans
3 = Both
4 = Neither
5 = Don’t Know
2007-2008 Release 1.0 Application Processing Two fields in
2006-2007 will be one in 2007-
2008.
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2007-2008 Release 1.0 Grad PLUS, ACG, National SMART Grant
NSLDS Financial Aid History/NSLDS Print• NSLDS data for ACG, National SMART Grant,
and Grad PLUS awards that are included in the NSLDS section of the 2007-2008 ISIR will display under View|NSLDS and print on the NSLDS report
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2007-2008 Release 1.0 Additional HERA – ISIR Fields
ISIR Review/ISIR Print• Will add ISIR fields due to the HERA
– New dependency status question “Are you on active duty in U.S. Armed Forces?”
– Ten new data elements related to any of the means-tested Federal benefits programs (5 student data elements & 5 parent data elements)
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Import
• Packaging Data-ISIR Data
– Answer to ISIR field “Interested in work-study or student loan?” will be used to determine selection of Award record fields
2007-2008 Release 1.0 Packaging 1 (Work-
Study) or
3 (Both)
2 (Loans) or
3 (Both)
4 (Neither), 5 (Don’t Know)
or Blank leaves both fields unchecked
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2007-2008 Release 1.0 PackagingMultiple Entry
• Will be able to update “Interested in Student Loan” and “Interested in Employment” on multiple Award records at one time
Interested in Student Loan will be added
Interested in Employment will be added
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2007-2008 Release 1.0 Additional HERA – Loan Limits
Packaging Process• Packaging/Repackaging process will be modified to
award subsidized & unsubsidized loans using higher loan limits– Affects Aid Types S, U & D
• Effective for loans first disbursed on or after July 1, 2007– If the loan has a first disbursement before July 1,
2007, the awards must be manually adjusted to the lower loan limit
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2007-2008 Release 2.0 Overview
• Scheduled for Release in April 2007
• Updates due to changes to the COD Common
Record Layout
• Additional updates due to the HERA
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2007-2008 Release 2.0 Direct Loan – MPN Expiration Date
Entry
• Will be displayed on the DL Origination record
• Only updated by the COD Common Record import
Will display in MPN Information on
Loan Info tab
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2007-2008 Release 2.0 Direct Loan – MPN Expiration Date
Where else can you see the MPN Expiration Date?
• Will be printed on the Origination Record and MPN
Lists for all loan types
Query/Browse/File Format
• Will be added to DL Query, Browse, & File Format
functionality
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2007-2008 Release 2.0 ACG & National SMART Grant
• Import
• Electronic Statement of Account (ESOA)
– Imported and stored in the EDExpress database
– To print go to File|Print|Pell|ESOA & choose
Grant Type
• AGAS08OP
• SGAS08OP
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2007-2008 Release 2.0 ACG & National SMART Grant
Reports• Will be able to print separate reports for each grant type,
ACG, National SMART Grant, & Pell Grant
– Edits by Student – Origination
– Edits by Student – Disbursement
– List – Processed Disbursement Year-to-Date
– List – Disbursement Activity Summary
– SSN/Name Differences
• Go to File|Print|Pell and choose Grant Type
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2007-2008 Release 2.0 ACG & National SMART Grant
Reports• Student Summary report will print ACG & National
SMART Grant award information for the student within the Pell Grants section
• Identify ACG (A) and National SMART Grant (T) records using Award ID
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2007-2008 Release 2.0 ACG & National SMART Grant
Reports
• List – Student Records in Document
– Will be identified as ACG or National SMART Grant rather than as part of the Pell program
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2007-2008 Release 2.0 ACG & National SMART Grant
Reports• List – Document Activity
– Columns for ACG & National SMART Grant will be added to indicate the inclusion of those types of grant records in a COD Common Record document separately from Pell Grant records
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2007-2008 Release 2.0 Additional HERA – Origination Fee %School Setup
• Sub/Unsub Loan Fee Percentage default at 2.5%
• Effective for loans with 1st disbursement on or after July 1, 2007
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2007-2008 Release 2.0 Additional HERA – Loan Limit
Entry Prep Coursework/Teacher Certification • Flag will be added to origination record to indicate
additional unsubsidized amount is for prep coursework/teacher certification
• Will only be able to select flag if the College Grade Level on the loan is 5
• Will not be able to select additional unsubsidized flag for Health Professions Programs and for prep coursework/teacher certification at the same time
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2007-2008 Release 2.0 Additional HERA – Loan Limit
Entry Prep Coursework/Teacher Certification • Increase from $5,000 to $7,000 for additional
unsubsidized loan– Max amount for base subsidized/unsubsidized
& additional unsubsidized is $12,500• Entry edit will be added to allow for increased
loan limit
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2007-2008 Release 2.0 Additional HERA – Loan LimitImport Prep Coursework/Teacher Certification • Loan Data – External Add/Change
– Will be able to add a loan with the flag selected using External Add
– Will be able to modify the flag using External Change
Export Prep Coursework/Teacher Certification • Flag included on COD Common Record
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2007-2008 Release 2.0 Additional HERA – Loan LimitPrint Prep Coursework/Teacher Certification • Origination Record
– The flag will print for an unsubsidized loan• List – Loan Eligibility
– A “Y” will print for an unsubsidized loan if the flag is selected on the loan
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2007-2008 Release 2.0 Additional HERA – Loan LimitWhere else can you see the flag for
Prep Coursework/Teacher Certification?
Query/Browse/File Format
• Will be added to Direct Loan Query, Browse, & File
Format functionality
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Help for the HERA in EDExpress• Four help topics provide detailed information &
guidance:– “Academic Competitiveness Grant (ACG) – “National Science and Mathematics Access to
Retain Talent (SMART) Grant” – “Graduate and Professional Student PLUS Loan
(Grad PLUS)” – “Other HERA Changes Overview”
• Select Help|Help Topics, select the Index tab, & type the name of the topic you want to view
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CPS/SAIG Technical Support We appreciate your feedback and comments.
We can be reached at:
• Phone: 800/330-5947
• TDD/TTY services: 800/511-5806
• E-mail: [email protected]
• Representatives are available Monday through Friday, 7 a.m. to 7 p.m. (CT)