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EDExpress Changes for the HERA and 2007-2008

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Title: EDExpress Changes for the HERA and 2007-2008


1
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

4
EDExpress 2007-2008 Release Dates
  • EDExpress 2007-2008 Release 1.0
  • January 2007
  • EDExpress 2007-2008 Release 2.0
  • April 2007

5
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

6
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

7
2006-2007 Release 3.0Grad PLUS
  • Entry
  • Add loan type G
  • G is EDExpress-only
  • P in Loan ID
  • Grade Level 6 or higher

8
2006-2007 Release 3.0Grad PLUS
9
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

10
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

11
2006-2007 Release 3.0Grad PLUS
  • Query
  • Modified existing
  • pre-defined queries
  • Added new
  • pre-defined queries

12
2006-2007 Release 3.0Grad PLUS
  • File 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

13
2006-2007 Release 3.0Grad PLUS
  • Browse
  • Originations on Grad PLUS tab
  • Actual Disbursements on Disbursements tab

14
2006-2007 Release 3.0 ACG
  • Global
  • ED Initiated Message Class for ACGED2007OP
  • Define using ToolsSetupGlobal
  • Import using FileImportGlobal

15
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

16
2006-2007 Release 3.0 ACG
  • How do these pieces fit together?
  • ED2007OP ISIR files
  • IGAA07OP other ISIR Message Classes

17
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)

18
2006-2007 Release 3.0 ACG
19
2006-2007 Release 3.0 National SMART Grant
20
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

21
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

22
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)

23
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

24
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

25
2006-2007 Release 3.0 ACG National SMART Grant
  • What else can you do?
  • Data elements included in Query
  • Create queries using ToolsQueryPell
  • Data elements exported to school system
  • Create File Format setup using
  • ToolsFile FormatPell
  • Data elements viewed in Browse
  • View using ToolsBrowsePell

26
2006-2007 Release 3.0Additional HERA Pell
Calculations
  • Setup/Entry/Edits
  • Pell Weeks of Instructional Time in Programs
    Definition of Academic Year valid range modified
  • Pell Methodology 4 range now 26 78
  • Pell Methodology 2, 3, 5 range remains 30 78

27
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

28
2006-2007 Release 4.0 ACG National SMART Grant
  • Export
  • Export ACG National SMART Grant records to COD
  • Use FileExportPell if Combine DL Pell field
    is not selected
  • Use FileExportPell or FileExportDirect Loan
    if Combine DL Pell field is selected
  • Same message class (CRAA07IN) for ACG National
    SMART Grant as for Pell Direct Loan

29
2006-2007 Release 4.0 ACG National SMART Grant
  • Export
  • Identify ACG (A) National SMART Grant (T) using
    Award ID in Select Records

30
2006-2007 Release 4.0 ACG National SMART Grant
  • Import
  • Use FileImportPell or FileImportDirect 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

31
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

32
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

33
2006-2007 Release 4.0 ACG National SMART Grant
  • Reports
  • List Document Activity
  • Y in the Pell column indicates the document
    includes one or more Pell, ACG, and/or National
    SMART Grant record(s)

34
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

35
2006-2007 Release 5.0 ACG National SMART Grant
  • Export
  • Data Request
  • ESOA
  • YTD
  • MRR
  • Reconciliation file
  • AGRQ07IN
  • SGRQ07IN

36
2006-2007 Release 5.0 ACG National SMART Grant
  • Import
  • COD Reports
  • Data Request Response (AGRA07OP SGRA07OP)
  • YTD (AGYR07OP SGYR07OP)
  • MRR (AGMR07OP SGMR07OP)
  • Reconciliation Report (AGRC07OP SGRC07OP)

37
2006-2007 Release 5.0 ACG National SMART Grant
  • Import
  • COD Reports
  • Pending Disbursement Report (AGPD07OP SGPD07OP)
  • ED Comments (AGTX07OP SGTX07OP)

38
2006-2007 Release 5.0 ACG National SMART Grant
  • Import
  • 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

39
2006-2007 Release 5.0 Additional HERA Loan
Limits
  • Entry
  • 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
40
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

41
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

42
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

43
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

44
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?

45
2007-2008 Release 1.0 Application Processing
Two fields in 2006-2007 will be one in 2007-2008.
  • ISIR Review/ISIR Print
  • Valid answers for Interested in work-study or
    student loan?
  • 1 Work-study
  • 2 Loans
  • 3 Both
  • 4 Neither
  • 5 Dont Know

46
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
    ViewNSLDS and print on the NSLDS report

47
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)

48
2007-2008 Release 1.0 Packaging
  • 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

49
2007-2008 Release 1.0 Packaging
  • Multiple 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
50
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

51
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

52
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

53
2007-2008 Release 2.0 Direct Loan MPN
Expiration Date
  • Where else can you see the MPN Expiration Date?
  • Print
  • 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

54
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 FilePrintPellESOA choose
    Grant Type
  • AGAS08OP
  • SGAS08OP

55
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 FilePrintPell and choose Grant Type

56
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

57
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

58
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

59
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

60
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

61
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

62
2007-2008 Release 2.0 Additional HERA Loan
Limit
  • Import 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

63
2007-2008 Release 2.0 Additional HERA Loan
Limit
  • Print 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

64
2007-2008 Release 2.0 Additional HERA Loan
Limit
  • Where 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

65
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 HelpHelp Topics, select the Index tab,
    type the name of the topic you want to view

66
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 CPSSAIG_at_ed.gov
  • Representatives are available Monday through
    Friday, 7 a.m. to 7 p.m. (CT)
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