# Presentation: 807530

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- <date/time>

## Session 22

***What’s New for EDExpress/Combination Systems***

- Session 22-

**Notes:**
WELCOME TO THE ELECTRONIC ACCESS CONFERENCE, 
GET CONNECTED 2000.

MY NAME IS DEBBIE MILLER AND I ‘M THE DIRECT LOAN REQUIREMENT ANALYST FOR EDEXPRESS.

TODAY, I WILL BE CO-PRESENTING WITH GINGER KLOCK FROM THE DEPARTMENT OF EDUCATION WHO IS THE TEAM LEAD FOR EDEXPRESS REQUIREMENTS AND MORE SPECIFICLY DIRECT LOAN.

I WOULD ALSO LIKE TO INTRODUCE MARTY WINSLOW FROM THE LOC WHO WILL JOIN US TODAY DURING THE QUESTION AND DISCUSSION PERIOD AT THE END OF THE SESSION...

## Introduction

- Who is this session geared for?
- Evaluations
- Questions

- Session 22-

**Notes:**
TODAY, WE WILL BE DISCUSSING THE IMPLEMENTATION OF THE DIRECT LOAN UPDATES FOR 2000-2001 THAT AFFECT EDEXPRESS USERS AND SCHOOLS PROCESSING DIRECT LOANS WITH A COMBINATION SYSTEMS.  

BY COMBINATION SYSTEMS, WE ARE REFERRING TO THOSE OF YOU WHO CHOOSE TO USE A PORTION OF THE FUNCTIONS PROVIDED BY EDEXPRESS IN CONJUNCTION WITH EXTERNAL SYSTEMS OR SOFTWARE FROM ANOTHER  VENDOR TO PROCESS DIRECT LOANS. 

IF ANYONE IN THE AUDIENCE PROCESSES DIRECT LOANS USING A MAINFRAME SYSTEM  OR A CUSTOM SYSTEM THAT IS NOT USED IN COMBINATION WITH EDEXPRESS, YOUR NEEDS MAY BE BETTER SERVED BY ATTENDING SESSION 23 OFFERED______________________________________
 (ALLOW PERSONS IN THIS CATEGORY TO LEAVE SESSION IF THEY CHOOSE.) 

BEFORE WE GET STARTED I WOULD LIKE TO REMIND EVERYONE TO PLEASE COMPLETE AN EVALUATION FORM FOR THIS SESSION.  YOUR EVALUATION ASSISTS US IN PLANNING EFFECTIVE AND WORTHWHILE SESSIONS IN THE FUTURE.  PLEASE LEAVE YOUR COMPLETED EVALUATION IN THE BOX ON THE TABLE IN THE BACK OF THE ROOM.

AS WE PROCEED WITH THIS SESSION PLEASE FEEL FREE TO ASK QUESTIONS AS WE PRESENT THE MATERIAL.  HOWEVER, PLEASE BE AWARE THAT WE HAVE ALOTTED TIME AT THE END OF THE SESSION SPECIFICALLY FOR QUESTIONS AND DISCUSSIONS AND WE WOULD LIKE TO MAKE SURE WE ARE ABLE TO REVIEW ALL SLIDES.

## Agenda

- New/Updated Processes
- EDExpress Enhancements
- New/Modified Fields
- Updates to Combination Record Layouts
- Updates to EDExpress/Combination Edits
- Summary

- Session 22-

**Notes:**
FIRST, WE WILL REVIEW NEW OR UPDATED DIRECT LOAN PROCESSES FOR 2001-2002.  AS WE ARE REVIEWING THESE PROCESSES YOU MAY WANT TO THINK ABOUT HOW YOUR INTERNAL DIRECT LOAN POLICIES OR PROCEDURES MAY BE AFFECTED.

NEXT, WE WILL COVER THE SPECIFC ENHANCEMENTS TO EDEXPRESS.

NO SESSION WOULD BE COMPLETE WITH OUT A DISCUSSION OF THE UPDATES TO THE 2001-2002 DIRECT LOAN TECHNICAL REFERENCE.

REMEMBER FOR THOSE OF YOU USING COMBINATION SYSTEMS THE SECTIONS IN THE TECH REF THAT ARE SPECIFIC TO YOU INCLUDE:
SECTION 5 - COMBINATION RECORD LAYOUTS
SECTION 6 - COMBINATION EDITS
SECTION 7 - COMBINATION SYSTEM REQUIREMENTS

TODAY WE WILL BRIEFLY REVIEW THE UPDATES TO THESE RECORD LAYOUTS AND EDITS.

WE WILL CONCLUDE WITH A SUMMARY AND A QUESTION AND ANSWER PERIOD. 

## New/Updated Processes

- Importing ISIR MPN Indicator
- Processing MPNs/DL Setup
- Linking Loan to MPN
- Implementing Up-front Interest Rebate
- Entering Disbursements
- Actual Disbursements
- Adjustments

- Session 22-

**Notes:**
NOW LETS BEGIN WITH THE NEW or UPDATED PROCESSES.

THESE PROCESSES ARE:

  IMPORTING  AN ISIR AND CAPTURING THE MPN INDICATOR

  INDICATING YOUR SCHOOL’S MPN PROCESSING METHOD IN DIRECT LOAN SETUP

  LINKING A LOAN TO A MPN

  IMPLEMENTING THE UP-FRONT INTEREST REBATE

  ENTERING DISBURSEMENTS AND ADJUSTMENTS IN EDEXPRESS

## Importing ISIR MPN Indicator

- MPN Indicator Imported on ISIR
- Indicates MPN Status at LOC at time ISIR is created
- Views from Loan tab under View/NSLDS
- Imports from or exports to external systems
- Valid Values of MPN Indicator
- A - Valid MPN at LOC
- -  No MPN on File at LOC
- C - All MPNs on File have been closed
- - All MPNs on File are inactive
- - Unavailable

- Session 22-

**Notes:**
NEW FOR 2001-2002 THE NSLDS INFORMATION PROVIDED ON AN ISIR IS GOING TO INCLUDE A MPN INDICATOR.  THEREFORE, UPON IMPORTING AN ISIR INTO EDEXPRESS, THE MPN INDICATOR IS STORED IN EDEXPRESS AND CAN BE VIEWED FROM THE LOAN TAB UNDER THE VIEW/NSLDS FUNCTION ON THE TOP TOOL BAR.

THIS MPN INDICATOR PROVIDES THE STATUS OF A MPN AT THE LOC FOR A SPECIFIC STUDENT AT THE TIME THE ISIR IS CREATED.  VALID VALUES:
A - MPN AT THE LOC
N - NO MPN ON FILE AT THE LOC
C - ALL MPNS ON FILE HAVE BEEN CLOSED
I - ALL MPNS ON FILE ARE INACTIVE

IF YOU PROCESS MPNS USING MULTI-YEAR FUNCTIONALITY THIS INDICATOR ASSISTS IN THE DECISION MAKING PROCESS OF WHETHER YOU NEED TO GENERATE AND COLLECT A NEW SIGNED MPN FOR A STUDENT.

FOR EXAMPLE:  IF THE ISIR CONTAINS A MPN INDICATOR OF “A” - A MPN IS ON FILE AT THE LOC FOR A SPECIFIC STUDENT AND YOUR SCHOOL PROCESSES MPNS USING MULTI-YEAR FUNCTIONALITY THEN...
YOU NEED NOT GENERATE AND OBTAIN A NEW MPN FOR THIS STUDENT.   

HOWEVER, IF THE MPN INDICATOR IS N, C, OR I  YOU KNOW TO GENERATE AND COLLECT A NEW SIGNED MPN.

## Processing MPNs/DL Setup

- New Field in DL Setup
- “Do you use multi-year MPNs at your school?”
- Multi-year Functionality - Checked Box = Yes
- Single-year Functionality - Blank Box = No
- Default is “No”

- Session 22-

**Notes:**
AS YOU REFLECT ON THIS NEW PROCESS, REMEMBER WITH MULTI-YEAR PROCESSING THE MPN ON FILE AT THE LOC CAN BE FROM ANY SCHOOL AND DOES NOT HAVE TO BE FROM YOUR SCHOOL.

THEREFORE, THIS MPN INDICATOR IS HELPFUL IF YOU ARE PROCESSING MPNS AS A MULTI-YEAR SCHOOL.

THEREFORE IT IS NOW IMPORTANT FOR EDEXPRESS TO KNOW WHETHER YOUR SCHOOL IS PROCESSING USING MULTI-YEAR FUNCTIONALITY OR SINGLE-YEAR FUNCTIONALITY.

AND FOR THAT REASON YOU ARE NOW ASKED THIS QUESTION IN DIRECT LOAN SYSTEM SETUP.  YOU SIMPLY CHECK THE BOX FOR YES AND LEAVE BLANK FOR NO.  THE DEFAULT IN EDEXPRESS IS NO.

IF YOU INDICATE IN DL SETUP THAT YOUR SCHOOL PROCESSES MPN USING MULTI-YEAR FUNCTIONALITY AND YOU IMPORT ISIRS INTO EDEXPRESS, THE MPN INDICATOR IS USED IN THE LINKING PROCESS.

## Linking Loan to Master Promissory Note Status

- Linking moved
- from Print Function
- to Origination Function
- Linking occurs on all origination methods
- Loan Tab (manually)
- Packaging Data Import
- External Loan Origination Import Add
- 								   continued

- Session 22-

**Notes:**
LINKING A LOAN TO A MPN IN EDEXPRESS....
CURRENTLY WE LINK A LOAN AT THE TIME YOU PRINT THE MPN.

FOR 2001-2002 EDEXPRESS WILL LINK A LOAN TO A MPN AT THE TIME YOU ORIGINATE THE LOAN AND THE MPN STATUS WILL BE UPDATED IF APPROPRIATE.

THEREFORE, LINKING OCCURS WHEN YOU ORIGINATE A LOAN 
1)  MANUALLY ON THE LOAN TAB OR
2)  IF A LOAN IS ORIGINATED THROUGH AN IMPORT FROM PACKAGING OR 
3) THROUGH AN IMPORT FROM AN EXTERNAL SYSTEM USING THE   EXTERNAL LOAN ORIGINATION IMPORT ADD FILE

IN ADDITION, AFTER LINKING THE MPN STATUS FIELD IS UPDATED BY THE LOAN ORIGINATION ACKNOWLEDGEMENT IF EDEXPRESS HAS A STATUS OF “A” AND THE LOC RETURNS ANYTHING BUT “A.” 

HOW  WILL THE LINKING PROCESS WORK IN EDEXPRESS?
AS WE HAVE MENTIONED EARILER IT IS VERY IMPORTANT FOR EDEXPRESS TO KNOW WHETHER YOUR SCHOOL IS PROCESSING MPNS USING MULTI-YEAR OR SINGLE-YEAR FUNCTIONALITY.

## Linking Loan to Master Promissory Note Status

- Multi-Year Processing Schools
- Linking based on MPN Status of other Sub/Unsub Loans in EDExpress
-    			     OR
- Linking based on status of ISIR MPN Indicator imported into EDExpress
- Upon linking, MPN status is updated appropriately
- continued

- Session 22-

**Notes:**
IF YOUR SCHOOL IS A MULTI-YEAR PROCESSING SCHOOL, EDEXPRESS WILL CHECK TO SEE IF OTHER ORIGINATED SUB OR UNSUB LOANS EXIST FOR THE STUDENT

IF ANOTHER LOAN EXISTS EDEXPRESS CHECKS THE MPN STATUS OF THIS LOAN
If MPN Status is A, P, S, M, or T, the MPN Status of the new loan is set to “T” (School assumes valid MPN). 
If MPN Status is R, Q, C, I, F or N, the MPN Status of the new loan is set to “R” (Ready).
IF MULTIPLE LOANS EXIST FOR THE STUDENT IN EDEXPRESS THE MPN STATUS OF THE LOAN WITH THE MOST RECENT CURRENT ORIGINATION OR MANIFEST DATE IS RECORDED FOR THE NEW LOAN.

IF NO OTHER LOANS FOR STUDENT IN EDEXPRESS THEN THE ISIR MPN INDICATOR IS USED:
If MPN Indicator is “A” (MPN on file at LOC), the MPN Status is updated to “T” (School assumes valid MPN) .
If I, C, N or Blank, the MPN Status is updated on the new loan to “R” ( ready to print).

## Linking Loan to Master Promissory Note Status

- Single-Year Processing Schools
- Based on MPN Status of other Sub/Unsub Loans
- for same student
- for same academic year
- Upon linking, MPN status of the new loan is updated appropriately
- Linking NOT based on status of an imported ISIR MPN Indicator

- Session 22-

**Notes:**
IF YOUR SCHOOL IS A SINGLE-YEAR PROCESSING SCHOOL, EDEXPRESS WILL CHECK TO SEE IF OTHER ORIGINATED SUB OR UNSUB LOANS EXIST FOR THE STUDENT WITH THE SAME ACADEMIC YEAR

IF NO OTHER LOANS EXIST THE MPN STATUS OF THE NEW LOAN IS SET TO “R” (READY) SO THAT A MPN CAN BE PRINTED.

IF ANOTHER LOAN EXISTS EDEXPRESS COMPARES THE ACADEMIC YEAR START AND END DATES OF THE NEW LOAN TO THE EXISTING LOAN.
If dates do not match (are not equal) then MPN Status is set to “R” (Ready) and a MPN can be printed.
If dates match (are equal) the MPN Status of the existing loan is read and 
If the MPN Status is A, P, S, M, or T, the MPN Status of the new loan is set to “T” (School assumes valid MPN). 
If the MPN Status is R, Q, C, I, F or N, the MPN Status of the new loan is set to “R” (Ready).

IF MULTIPLE LOANS EXIST FOR THE STUDENT IN EDEXPRESS WITH THE EXACT SAME ACADEMIC YEAR START AND END DATES,  THE MPN STATUS OF THE LOAN WITH THE MOST RECENT CURRENT ORIGINATION OR MANIFEST DATE IS READ TO DETERMINE THE MPN STATUS FOR THE NEW LOAN.  THE SAME RULES THAT WERE APPLIED ABOVE ARE THEN APPLIED HERE.

NOTE:  FOR SINGLE-YEAR PROCESSING THE ISIR MPN INDICATOR IS NOT USED TO LINK A LOAN TO A MPN .

## Implementing Up-front Interest Rebate

- New Field in DL System Setup
- Sub/Unsub Interest Rebate %
- PLUS Interest Rebate %
- New Interest Rebate % Change Field (S193)
- Interest Rebate Amount Field
- Anticipated Disbursements
- Actual Disbursements
- continued

- Session 22-

**Notes:**
NOW LET’S FOCUS ON THE IMPLEMENTATION OF THE NEW UP-FRONT INTEREST REBATE.

FIRST, YOU WILL FIND NEW FIELDS IN DL SYSTEM  SETUP TO INDICATE THE PERCENTAGE OF THE INTEREST REBATE FOR BOTH SUB/UNSUB LOANS AND FOR PLUS LOANS.

AS WE ALL KNOW THE PERCENTAGE FOR 2001-2002 IS 1.5%.

THE DEFAULT FOR THESE FIELDS ARE 1.500  AND THIS PERCENTAGE INDICATED IN DL SYSTEM SETUP IS USED TO CALCULATE ANTICIPATED AND ACTUAL DISBURSEMENTS.

THERE IS A NEW CHANGE FIELD FOR THE INTEREST REBATE % (S193) TO UPDATE THE INTEREST REBATE ON A LOAN IF NECESSARY.

NEW INTEREST REBATE AMOUNT FIEIDS HAVE BEEN ADDED FOR ANTICIPATED AND ACTUAL DISBURSEMENTS.  THIS AFFECTS THE LOAN ORIGINATION RECORD, DISBURSEMENT RECORD/ACK. AND THE EDEXPRESS EXTERNAL EXPORT  AS WELL AS THE  DLSAS AND EXCEPTION LOAN DETAIL OPTIONAL RECORD LAYOUTS.

## Implementing Up-front Interest Rebate

- Interest Rebate calculated at the disbursement level
- Business rules, calculation logic and examples on SFA Download
- www.sfadownload.ed.gov
- Sections 3 and 7 DL Tech Ref

- Session 22-

**Notes:**
EDEXPRESS WILL CALCULATE THE INTEREST REBATE AMOUNT AND DISPLAY THIS AMOUNT ON THE DISBURSEMENT GRID FOR BOTH ANTICIPATED AND ACTUAL DISBURSEMENTS.

IMPORTANT: THE INTEREST REBATE AND THE ORIGINATION FEE ARE BOTH CALCULATED AT THE DISBURSEMENT LEVEL FOR EACH DISBURSEMENT.

THEREFORE,  THE SUM OF THE INTEREST REBATE AMOUNT FOR EACH DISBURSEMENT IS THE TOTAL INTEREST REBATE AMOUNT FOR THE LOAN AND THE SUM  OF THE ORIGINATION FEE AMOUNT FOR EACH DISBURSEMENT IS THE TOTAL ORIGINATION FEE AMOUNT FOR THE LOAN.  (SHOULD WE PUT AN EXAMPLE??TIME)

THE BUSINESS RULES AND CALCULATION LOGIC TO BE USED FOR 2001-2002 AND FORWARD WHEN CALCULATING THE ORIGINATION FEE AND THE INTEREST REBATE AMOUNT ARE CURRENTLY AVAILABLE ON THE DEPARTMENT’S SFAdownload WEB SITE AND WILL BE IN SECTIONS 3 AND 7 OF THE DL TECH REF. 

WE ENCOURAGE ALL OF YOU TO BECOME FAMILIAR WITH THIS CALCULATION.  EXAMPLES ARE PROVIDED TO ASSIST IN THE UNDERSTANDING OF THESE CHANGES.

## Entering ActualDisbursements

- New Field in DL System Setup
- Actual Disbursement Type
- Indicates method used by School to enter actual disbursements
- Valid Value
-  - School enters Gross Actual Disbursement
-       Amount
-  - School enters Net Actual Disbursement
-      Amount
-  continued

- Session 22-

**Notes:**
WE ARE VERY HAPPY TO ANNOUNCE OUR NEW PROCESS FOR ENTERING DISBURSEMENTS AND WE WOULD LIKE TO THANK THE MANY SCHOOLS AND FOCUS GROUP MEMBERS WHO ASSISTED IN ITS DEVELOPMENT.

IN DL SYSTEM SETUP, YOU WILL FIND A NEW FIELD - ACTUAL DISBURSMENT TYPE.  THIS FIELD ALLOWS YOU TO SELECT THE METHOD YOUR SCHOOL WILL USE TO ENTER ACTUAL DISBURSEMENTS INTO EDEXPRESS.

WILL YOU ENTER GROSS ACTUAL DISBURSEMENT AMOUNTS? OR NET ACTUAL DISBURSEMENT AMOUNTS?
(THE DEFAULT IN SETUP IS SET TO  “N” - NET AMOUNTS) 

THE METHOD YOU INDICATE HERE IN SETUP WILL DETERMINE HOW EDEXPRESS TREATS THE ACTUAL DISBURSEMENT AMOUNTS YOU ENTER OR IMPORT INTO EDEXPRESS.

BOTH METHODS (N OR G) WILL NOW DISPLAY ON THE DISBURSEMENT TAB AS A DISBURSEMENT ACTION TYPE OF  “D” “D” IS THE DISBURSEMENT TYPE SENT TO THE LOC AS IS CURRENT PROCEDURE.

## Entering ActualDisbursements

- Modified Disbursement Action Types:
- D = Disbursement (replaced “G” and “N”)
- U = Copy Anticipated Disbursement
- Q = Adjusted Disbursement Date
- A = Adjustment (replaced “J” and “A”)
- N = Net Adjusted Amount
- Affects External Export process

- Session 22-

**Notes:**
AS YOU REMEMBER, YOU USED TO  ENTER OR IMPORT A  DISBURSEMENT ACTION TYPE OF “G” OR “N”.  NOW YOU ALWAYS ENTER “D” for a DISBURSEMENT AND EDEXPRESS LOOKS AT THE VALUE IN DL SETUP TO PERFORM DISBURSEMENT CALCULATIONS.

IN ADDTION, THE “U” ACTION TYPE WHICH HAS ALWAYS COPIED THE ANTICIPATED DISBURSEMENT ALREADY IN EDEXPRESS FOR A NET DISB  IS NOW AVAILABLE IF YOU ENTER DISBS BY GROSS AMOUNT OR NET AMOUNT.

THE “Q” ACTION TYPE FOR AN ADJUSTED DISBURSEMENT DATE IS UNCHANGED.

TO ENTER OR IMPORT AN ADJUSTMENT YOU ENTER “A” for an ADJUSTMENT
OR
YOU MAY ENTER AN ADJUSTMENT IN EDEXPRESS USING THE NET ADJUSTED AMOUNT AND AN ACTION TYPE OF “N”.  

## Entering Adjustments

- New Option -
- Enter the Net Adjusted Disbursement Amount (difference)
- Net Adjusted Disbursement Amount
- Can be negative (downward adjustment) or positive (upward adjustment)
- 								         continued

- Session 22-

**Notes:**
THE NET ADJUSTED AMOUNT IS THE POSITIVE OR NEGATIVE AMOUNT BY WHICH YOU ARE INCREASING OR DECREASING THE NET DISBURSEMENT AMOUNT.  
(WE HAVE HEARD FROM MANY SCHOOLS THAT THIS IS THE FIGURE YOU WOULD PREFER TO ENTER.)

FOR EXAMPLE:   YOU HAVE A NET DISBURSEMENT OF $1200 DOLLARS AND YOU WISH TO REDUCE THE STUDENTS NET DISBURSEMENT AMOUNT BY $100.  YOU CAN NOW ENTER AN ACTION TYPE OF “N” AND   -100.  
 OR AS IS CURRENT PROCEDURE YOU CAN ENTER AN ACTION TYPE OF “A” AND A NET DISB AMOUNT OF $1100.

PLEASE NOTE: THAT WHEN USING THE ACTION TYPE OF “N” YOU MUST ENTER THE NEGATIVE SIGN FOR A DOWNWARD ADJUSTMENT.  

IF THE NEGATIVE SIGN IS OMITTED EDEXPRESS DEFAULTS  TO AN UPWARD ADJUSTMENT INCREASING THE NET DISBURSEMENT AMOUNT.

## Exporting Adjustments

- Calculated and exported to the LOC
- Gross disbursement
- Loan fee
- Interest rebate
- Net disbursement amounts
- NOT sent to LOC and no longer field in LOC Disbursement record layout
- Net Adjusted Disbursement Amount (difference)

- Session 22-

**Notes:**
UNDER THE CURRENT PROCESS, WHEN EDEXPRESS EXPORTS AN ADJUSTMENT TO THE LOC THE ACTUAL DISBURSEMENT FIELDS INCLUDED IN THE ADJUSTMENT RECORD ARE: 
GROSS DISB AMOUNT, 
FEE AMOUNT  
NET DISBURSEMENT AMOUNT AND 
NET ADJUSTED DISBURSEMENT AMOUNT (the DIFFERENCE).

STARTING IN 2001-2002 WHEN EDEXPRESS EXPORTS AN ADJUSTMENT TO THE LOC THE  DISBURSEMENT RECORD WILL CONTAIN: 
GROSS DISB AMOUNT
FEE AMOUNT
INTEREST REBATE AMOUNT AND
NET DISB AMOUNT

NO LONGER IS THE NET ADJUSTED DISBURSEMENT AMOUNT SENT TO THE LOC AND THIS FIELD IS NO LONGER IN THE LOC DISBURSEMENT RECORD/ACKNOWLEDGEMENT.

## EDExpress Enhancements

- Displaying and entering data on Loan tab
- Combining Fields for MPN/Promissory Note Status
- Displaying data on Disbursement tab
- Updating List and Measurement Tool Reports
- Enhancing MPN Disclosure Statement

- Session 22-

**Notes:**
ON TO EDEXPRESS ENHANCEMENTS:

FIRST,  WE ARE GOING TO DISCUSS HOW DATA IS GOING TO DISPLAY ON THE LOAN TAB AND HOW ENTERING DATA HAS BEEN AFFECTED.

NEXT,  WE’LL COVER HOW VARIOUS PROMISSORY NOTE FIELDS HAVE BEEN COMBINED THUS EXPANDING THE MPN STATUS FIELD AND THE PLUS PROMISSORY NOTE STATUS FIELD.

ALSO FOR 2001-2002, SOME FIELDS FROM THE LOAN TAB ARE NOW DISPLAYING ON THE DISBURSEMENT TAB TO CUT DOWN ON THE NEED FOR A USER TO TOGGLE BETWEEN THE TWO SCREENS TO VIEW THE INFORMATION NEEDED TO DISBURSE A LOAN.

LIST REPORTS AND MEASUREMENT TOOLS HAVE BEEN UPDATED PER VARIOUS COMMENTS RECEIVED FROM USERS, FOCUS GROUP PARTICIPANTS AND CAMS.

AND THEN WE ARE GOING TO DISCUSS HOW THE MPN DISCLOSURE STATEMENT HAS BEEN ENHANCED.

## Displaying and Entering Data on Loan Tab

- Rearranged fields on Loan tab
- Pre-filled fields display first
- Fields display based on loan type
- Data entry more efficient
- Example:  the following slide demonstrates new look for unsubsidized loan tab
**    ****Note:**** Loan Amount Requested is a PLUS only field**

- Session 22-

**Notes:**
FIELDS ON THE LOAN TAB ARE REARRANGED FOR MORE EFFICIENT AND AND EFFECTIVE DATA ENTRY.

ALL FIELDS PRE-FILLED WITH DATA FROM SETUP ARE DISPLAYED FIRST.

ALSO FIELDS THAT DISPLAY ON THE LOAN TAB ARE BASED ON THE TYPE OF LOAN YOU ARE VIEWING OR CREATING.

THE FOLLOWING SLIDE DEMONSTATES A DISPLAY OF THE LOAN TAB FOR A UNSUBSIDIZED LOAN.

NOTE:  THE LOAN AMOUNT REQUESTED IS NOT DISPLAYED AFTER THE LOAN AMOUNT APPROVED PLEASE THIS HAS BEEN UPDATED TO A PLUS ONLY FIELD.

## Slide 19

- Session 22-

**Notes:**
BORROWER LOAN INFORMATION SECTION ON THE LEFT SIDE OF THE SCREEN.

POINT OUT ON SLIDE:

PRE-FILLED FIELDS

CURSER WILL START DATA ENTRY WITH LOAN AMOUNT APPROVED

LOAN AMOUNT REQUESTED DOES NOT DISPLAY SINCE THIS IS A UNSUB LOAN AND NOT A PLUS LOAN.

## Combining Fields for MPN/Promissory Note Status 

- Combine MPN/Promissory Note fields into one field
- Eliminated separate fields
- Student signed
- Parent signed
- Arranged fields in chronological order

- Session 22-

**Notes:**
TO SIMPLIFY THE PROMISSORY NOTE FIELDS, WE HAVE COMBINED ALL FIELDS PROVIDING A STATUS FOR A NOTE INTO ON FIELD.

THIS ONE FIELD DISPLAYS AS:
MPN STATUS FOR SUB AND UNSUB LOANS 
PROMISSORY NOTE STATUS FOR PLUS LOANS
SINCE STUDENT SIGNED AND PARENT SIGNED ARE REALLY A PROMISSORY NOTE STATUS FIELD THESE FIELDS HAVE BEEN ELMINATED FROM THE SOFTWARE.

WE HAVE ADDED A NEW MPM/PLUS PROMISSORY NOTE STATUS OF “S” - SIGNED TO REPLACE THESE TWO FIELDS.

IN ADDITION,  THE FIELDS IN THE PROMISSORY NOTE INFORMATION SECTION HAVE BEEN REARRANGED TO DISPLAY IN THE CHRONOLOGICAL ORDER THAT ACTIONS WILL OCCUR TO A PROMISSORY NOTE. 
ONLY FIELDS PERTAINING TO A MPN DISPLAY FOR SUB AND UNSUB LOANS  AND
ONLY FIELDS PERTAINING TO A PLUS PROM NOTE DISPLAY FOR A PLUS LOANS

## Slide 21

- Session 22-

**Notes:**
LET’S LOOK AT OUR SCREEN SHOT ONE MORE TIME. 

THE PROM NOTE INFORMATION SECTION IS IN THE TOP RIGHT CORNER OF THE SCREEN.

1)  YOU CAN SEE THAT ONLY THE FIELDS PERTAINENT TO A SUB LOAN AND A MPN ARE DISPLAYED.

2)  THE FIELDS ARE IN THE CHRONOLOGICAL ORDER BASED ON THE ACTION THAT OCCURS TO A MPN.

## Combining Fields for MPN Status

- MPN Status values:
-  = Not Ready to Print
-  = Ready to print
-  = Printed or request to print sent to LOC
-  = **Signed & returned **(available when current value is P; can be updated)
-  = Manifested
-  = Accepted by the LOC		**       **
- 						                     continued

- Session 22-

**Notes:**
THE MPN STATUS VALUES FOR 2001-2002 ARE LISTED HERE FOR US.

THE FIRST 4  STATUSES ARE OBTAINED FROM  AN IMPORTED ISIR.

Valid MPN at LOC = A
Inactive MPN at LOC = I
Closed MPN at LOC = C
Valid MPN Not on file at the LOC = F

PLEASE NOTE: 

THAT THE VALUE FOR “VALID MPN NOT ON FILE AT THE LOC IS TRANSLATED BY EDEXPRESS FROM AN “N” TO AN “F”   SINCE “N” IN EDEXPRESS  MEANS NOT READY.

STATUS “T”  SCHOOL ASSUMES VALID MPN IS AN UPDATEABLE STATUS WHICH IS WHY IT IS BOLD ON THE SLIDE.

## Combining Fields for MPN Status

- MPN Status values:
-  = Pending at LOC
-  = MPN Not on file
-  = MPN Inactive
-  = MPN Closed
-  = MPN rejected
-  =** School assumes MPN Exists **(available when current value is N, R, P, S or M; can be updated)

- Session 22-

**Notes:**
THESE STATUS FIELDS ARE GENERATED BY EDEXPRESS WITH THE EXCEPTION OF

“S” - SIGNED

THIS STATUS IS AN UPDATEABLE VALUE ON THIS FIELD PROVIDING YOU THE ABILITY TO INDICATE WHEN A BORROWER HAS SIGNED A MPN.  

THIS SIGNED STATUS CAN BE UPDATED MANUALLY OR THROUGH AN EXTERNAL IMPORT CHANGE RECORD.

## Combining Fields for Promissory Note Status

- PLUS Promissory Note Status values:
-  = Not Ready to Print
-  = Ready to Print
-  = Printed or Request to print sent to LOC
-  =** Signed****  **(Can be updated)
-  = Manifested
-  = Accepted
-  = Pending
-  = Error

- Session 22-

**Notes:**
LISTED HERE ARE THE PLUS PROMISSORY NOTE STATUSES FOR 2001-2002.

THESE ARE THE CURRENT STATUSES FOR A PLUS NOTE WITH THE ADDITION OF “S” - SIGNED.

AS YOU CAN SEE, ONCE AGAIN THE STATUS “S” - SIGNED IS AN UPDATEABLE VALUE.

## Displaying Data on Disbursement Tab

- The following Loan tab fields have been duplicated on the Disbursement tab:
- Loan Amount Approved
- Loan Status
- MPN Status or Promissory Note Status (PLUS)

- Session 22-

**Notes:**
WE HAVE RECEIVED FEEDBACK FROM USERS THAT WHEN ENTERING A DISBURSEMENT ON THE DISBURSEMENT TAB THAT YOU INEVIDENTLY WOULD HAVE TO TOGGLE BACK TO THE LOAN TAB TO CHECK THE LOAN AMOUNT APPROVE, THE LOAN STATUS, AND  MPN/PLUS PROMISSORY NOTE STATUS BEFORE DISBURSING A LOAN OR BEFORE MAKING FURTHER DISBURSEMENTS.

FOR THAT REASON WE HAVE DUPLICATED THE 
LOAN AMOUNT APPROVED FIELD
LOAN STATUS FIELD
MPN STATUS FIELD AND
PROMISSORY NOTE STATUS FIELD 
TO NOT ONLY DISPLAY ON THE LOAN TAB BUT TO ALSO DISPLAY ON THE DISBURSEMENT  TAB.

WE HOPE THIS ALLOWS FOR MORE EFFICIENT USE OF TIME IN YOUR OFFICES WHEN DISBURSING LOANS.

## Updating List Reports and Measurement Tools

- Updated all reports to consistent format
- Student’s name prints first then PLUS borrower’s name, if applicable
- Students name prints only once even if student has multiple loans listed (Loan ID and Batch ID repeat)
- Space allotted for a 12 character first name
- Expanded to two promissory note reports
- Master Promissory Note Measurement Tool
- PLUS Promissory Note Measurement Tool
- continued

- Session 22-

**Notes:**
STUDENT’S NAME PRINTS FIRST AND THEN PLUS BORROWER’S NAME IF APPROPRIATE.

PRINTING THE STUDENT’S NAME FIRST ALLOWS YOU TO SORT A REPORT BY STUDENT NAME IN ADDITION TO SORTING BY SSN.

IF A STUDENT AS MULTIPLE LOANS LISTED ON A REPORT SUCH AS A SUB, UNSUB AND PLUS LOAN, THE STUDENT’S NAME PRINTS ONLY ONCE.   THE LOAN ID AND BATCH ID FOR EACH LOAN CONTINUES TO PRINT.

SPACING ON ALL REPORTS IS UPDATED TO ALLOW FOR A 12 CHARACTER FIRST NAME.

WE COMBINED THE PROMISSORY NOTE LIST REPORT AND THE PROMISSORY NOTE MT TO CREATE A PLUS PROMISSORY NOTE LIST REPORT.

SINCE THE STATUS ARE DIFFERENT FOR THE MPN, WE CREATED A NEW REPORT THE MPN MT TO REPORT THE MPN STATUS FOR EACH SUB AND UNSUB LOAN.

## Updating List Reports and Measurement Tools

- Added a new report
- Disbursement Profile List
- Eliminated reports
- Batch Regeneration Measurement Tool
- Loan Origination Measurement Tool
- Origination Change Measurement Tool
- List Cash Report
- Combined reports
- Batch Activity List and Batch Activity Measurement Tool

- Session 22-

**Notes:**
A NEW REPORT DISBURSEMENT PROFILE LIST DISPLAYS ALL THE DISBURSEMENT PROFILES YOU HAVE RECORDED WITHIN DIRECT LOAN DISBURSEMENT SETUP.

PRINTING THIS REPORTS CAN ASSIST YOU IN CREATING YOUR PROFILES FOR THE NEXT YEAR.

THIS YEAR THE SCHOOL FOCUS GROUP REVIEWED ALL REPORTS AND MADE RECOMMENDATIONS TO US AS TO WHICH REPORTS WERE NOT NECESSARY TO PROVIDE THE SCHOOLS.  UPON CAREFULLY REVIEW OF THESE RECOMMENDATIONS THE FOLLOWING REPORTS HAVE BEEN ELIMINATED.

NOTE:  THE LIST CASH REPORT IS ELIMINATED BECAUSE THIS REPORT IS BEING REFINED AND IS BECOMING PART OF A NEW STAND ALONE MODULE CALLED  “DL TOOLBOX.”    LATER IN THE SESSION WE WILL SPEND A FEW MINUTES DESCRIBING THIS NEW PRODUCT.

THE BATCH ACTIVITY LIST AND MT REPORTS HAVE BEEN COMBINED TO PROVIDE THE SAME INFORMATION BUT CONSOLIDATED ONTO ONE REPORT. 

## Disclosure Statement

- Disclosure Statement prints Loan totals
- Total Anticipated Gross Amount
- Total Anticipated Fee Amount
- Total Anticipated Interest Rebate Amount
- Total Anticipated Net Amount
- Disclosure Statement prints
- Anticipated Disbursement Date and Net Disbursement Amount for up to 20 disbursements

- Session 22-

**Notes:**
THE DISCLOSURE STATEMENT HAS BEEN UPDATED TO INCORPORATE THE UP-FRONT INTEREST REBATE.

PER REQUEST FROM OUR SCHOOL FOCUS GROUPS THE LOAN TOTALS ARE PROVIDED FOR THE TOTAL GROSS AMOUNT, TOTAL FEE AMOUNT, TOTAL INTEREST REBATE AMOUNT AND TOTAL NET AMOUNT.
IN THE PAST ONLY THE TOTAL GROSS AMOUNT WAS PROVIDED.

INDIVIDUAL ANTICIPATED DISBURSEMENTS CONTINUE TO BE PRINTED BUT ONLY THE NET DISBURSEMENT AMOUNT AND DISBURSEMENT DATE ARE PROVIDED.

BECAUSE OF THIS CHANGE UP TO 20 ANTICIPATED DISBURSEMENT CAN NOW PRINT ON THE FRONT PAGE OF A DISCLOSURE.  NO LONGER MUST THE LOC PRINT ON THE BACK. 
AND EDEXPRESS CAN NOW PRINT UP TO 20 ANTICIPATED DISBS AND IS NO LONGER LIMITED TO PRINTING UP TO 12 DISBS.

## New/Modified Fields

- Student College Grade Level
- Permanent and Local Address
- First Name
- E-mail Address

- Session 22-

**Notes:**
WE HAVE THREE MODIFIED FIELDS AND ONE NEW FIELD TO DISCUSS TODAY.

STUDENT COLLEGE GRADE LEVEL
PERMANENT AND LOCAL ADDRESS
FIRST NAME 
ARE FIELDS THAT HAVE BEEN MODIFIED

E-MAIL ADDRESS IS A NEW FIELD

## Student College Grade Level

- Student’s College Grade Level
- 0 = 1st Year, never attended college
- 1 = 1st year, attended college before
- 2 = 2nd year/sophomore
- 3 = 3rd year/junior
- 4 = 4th year/senior
- 5 = 5th year or more undergraduate
- 6 = 1st year graduate/professional
- 7 = Graduate/professional or beyond

- Session 22-

**Notes:**
STUDENT’S COLLEGE GRADE LEVEL CONTINUES TO BE A ONE CHARACTER FIELD IN EDEXPRESS

HOWEVER, WE HAVE NEW VALID VALUES TO MATCH THE VALUES USED ON THE 2001-2002 FAFSA.

THESE VALUES WERE UPDATED PER A FAFSA FOCUS GROUP.

AS YOU CAN SEE WE NOW HAVE TWO VALUES FOR GRADUATE STUDENTS.

NOTE:   THE LOC LOAN ORIGINATION RECORD HAS BEEN UPDATED TO CARRY THIS FIELD AS ONE CHARACTER AND NOT 2.  THUS, EDEXPRESS NOT LONGER HAS TO ZERO PAD THIS FIELD.

## Permanent and Local Address

- Increased field length from 28 to 35 bytes
- Affects Change fields (S009) and (S100)
- Student’s Local Address
- Increased field length from 28 to 35 bytes
- Affects Change field (S100)

- Session 22-

**Notes:**
AGAIN STAYING IN LINE WITH THE FIELDS ON THE FAFSA, WE HAVE MODIFIED THE ADDRESS LINE FOR THE PERMANENT ADDRESS AND FOR THE STUDENT’S LOCAL ADDRESS.

THE ADDRESS LINE IS NOW 35 BYTES.

I KNOW THIS MAKES OUR PUERTARICAN COLLEGUES VERY HAPPY AS MANY OF THEIR STUDENT’S ADDRESSES WERE BEING TRUNCATED.

KEEP IN MIND THAT THIS AFFECTS THE PRINTING OF THE ADDRESS ON MPN/PLUS PROMISSORY NOTES AND ON THE DISCLOSURE STATEMENT.  

EDEXPRESS HAS ACCOMODATED THE NEW LENGTH FOR MPN/PLUS PROMISSORY NOTES, DISCLOSURE STATEMENT AND DEFERMENT REQUEST FORMS.

THE LENGTH OF THE CHANGE FIELDS ARE ALSO AFFECTED.

## First Name

- Student or Parent Borrower’s First Name
- Increased field length from 9 to 12 bytes
- Affects Change field (S006)
- Student’s First Name (for PLUS)
-  Increased field length from 9 to 12 bytes
-  Affects Change field (P003)

- Session 22-

**Notes:**
THE BORROWER’S FIRST NAME FIELD AND FOR A PLUS LOAN THE STUDENT’S FIRST NAME FIELD HAVE BEEN INCREASED TO 12 BYTES.

THIS ALLOWS FOR NAMES LIKE
“CHRISTOPHER“
TO PRINT IN THEIR ENTIRITY.

THE LENGTH OF THE CHANGE FIELDS ARE ALSO AFFECTED.

EDEXPRESS HAS ACCOMMODATED THIS NEW LENGTH IN ALL REPORTS, ON THE MPN/PLUS PROMISSORY NOTES, DISCLOSURE STATEMENTS AND DEFERMENT REQUEST FORMS. 

## E-mail Address

- Student’s E-mail Address
- Optional 50 byte field
- Valid field content includes:
-  Uppercase and lowercase A-Z
-  All symbols and numbers
-  @ and a “.” (dot) to the right of the @
-    character is required if address provided
- Change Field (S126)

- Session 22-

**Notes:**
STUDENT’S E-MAIL ADDRESS IS A NEW 50 BYTE FIELD.

THIS FIELD IS NOT REQUIRED.

HOWEVER, SINCE THIS FIELD IS BEING CAPTURED BY FAFSA ON THE WEB WE ARE ALSO CAPTURING THIS FIELD AND IF VALID SENDING TO THE LOC.

BY VALID 
 Uppercase and lowercase A-Z
 All symbols and numbers
 @ and a”.” (dot) to the right of the character is required if address is provided
NO OTHER EDITS.

THE NEW CHANGE FIELD NUMBER FOR STUDENT E-MAIL ADDRESS IS S126.  ANY CHANGES MADE TO THIS FIELD ARE FORWARDED TO THE LOC.

## Updates to Combination Record Layouts (Section 5)

- External Import Add
- External Import Change
- External Export

- Session 22-

**Notes:**
COMBINATION RECORD LAYOUTS ARE SECTION 5 OF THE 2001-2002 DIRECT LOAN TECHNICAL REFERENCE.

  EXTERNAL IMPORT LOAN ORIGINATION ADD FILE (DIEA) to import data from an external system into EDExpress.

  EXTERNAL IMPORT CHANGE RECORD (DIEC) to import a change made in an external system into EDExpress to update the EDExpress database.

  EXTERNAL EXPORT (DEER) to import data from EDExpress to an external system.

## External Import Add File (DIEA)

- Record length increase to 401 bytes
- New field
- Student’s E-mail Address
- Modified Fields
- Student or Parent Borrower’s First Name
- Student First Name (for PLUS)
- Permanent and Local Address
- Student’s College Grade Level
- continued

- Session 22-

**Notes:**
NOW LET’S REVIEW HOW OUR UPDATES TO PROCESSES AND ENHANCEMENTS HAVE AFFECTED THE EXTERNAL IMPORT ADD FILE ...

MOST IMPORTANTLY TO NOTE IS THAT THIS RECORD LAYOUT HAS INCREASED TO 401 BYTES DUE TO THE VARIOUS CHANGES FOR 2001-2002.

THE NEW FIELD TO THIS LAYOUT IS THE STUDENT’S E-MAIL ADDRESS WHICH WE JUST DISCUSSED.

MODIFIED FIELDS ON THIS LAYOUT INCLUDE:
THE MODIFIED FIELDS WE ALSO JUST DISCUSSED IN DETAIL..
          STUDENT OR PARENT BORROWER’S FIRST NAME
          STUDENT FIRST NAME (for PLUS)
PERMANENT AND LOCAL ADDRESS
STUDENT’S COLLEGE GRADE LEVEL

## External Import Add File (DIEA)

- Redefined Fields
- Program Year
-  Formerly called Loan Year
- Additional Unsubsidized Eligibility for Health Profession Programs
- Formerly called HEAL
- Loan Default/Grant Overpayment** **
- Formerly called** **Default on Education Loans
- continued

- Session 22-

**Notes:**
TO BE CONSISTENT WITH THE USAGE ACROSS STUDENT FINANCIAL AID.

WE HAVE UPDATED:

LOAN YEAR TO READ PROGRAM YEAR

HEAL FLAG TO READ 
ADDITIONAL UNSUBSIDIZED ELIGIBILITY FOR HEALTH PROFESSION PROGRAMS

STUDENT OR PARENT DEFAULT ON EDUCATION LOANS TO READ
STUDENT OR PARENT BORROWER’S LOAN DEFAULT/ GRANT OVERPAYMENT

STUDENT DEFAULT ON EDUCATION LOANS  TO READ 
STUDENT'S LOAN DEFAULT/ GRANT OVERPAYMENT (FOR PLUS LOANS ONLY)

## External Import Add File (DIEA)

- Redefined Fields
- Loan Amount Requested
- Changed to a PLUS only field
- Affects Change field (S028)
- MPN Exist
- Eliminated field** **
- Included as an **MPN Status**
- T = School assumes student has an MPN on file at LOC

- Session 22-

**Notes:**
LOAN AMOUNT REQUESTED HAS BEEN UPDATED TO A PLUS ONLY FIELD.   A SUB OR UNSUB LOAN WILL NO LONGER HAVE A LOAN AMOUNT REQUESTED.

THIS FIELD WILL ONLY DISPLAY ON THE LOAN TAB FOR A PLUS LOAN.

MPN EXIST HAS BEEN ELIMINATED FROM THIS RECORD LAYOUT AND IS NOW REFLECTED AS A MPN STATUS AS WE HAVE DISCUSS EARLIER.

THAT COMPLETES THE UPDATES TO THE EXTERNAL IMPORT ADD FILE OR THE DIEA FILE.

## External Import Change (DIEC)

- Increased Record Length to 579
- Increased Value 01 - 10 fields to 50 bytes
- Added new Change fields:
-  D008 - Actual First Disbursement Change Flag
-  S126 - Student’s E-mail Address
-        S193 - Interest Rebate Percentage
-        S104 - Borrower’s Permanent Address Change Date
-        S105 - Student’s Local Address Change Date
-        S106 - Borrower’s Social Security Number Change Date
-        S107 - Borrower’s Date of Birth Change Date
-          continued

- Session 22-

**Notes:**
EXTERNAL IMPORT CHANGE RECORD (DIEC) to import a change made in an external system into EDExpress to update the EDExpress database.

THE LENGTH OF THE EXTERNAL IMPORT CHANGE RECORD LAYOUT HAS INCREASED TO 579

THIS IS DUE TO THE ADDTION OF THE 50 BYTE STUDENT E-MAIL ADDRESS.  SINCE WE NOW HAVE A CHANGE FIELD THAT IS 50 BYES LONG ALL OF THE VALUE FIELDS (01 -10) IN THIS LAYOUT HAVE BEEN INCREASED TO 50 BYES.

NEW CHANGE FIELDS THAT HAVE BEEN ADDED ARE ....
     Actual First Disbursement Change Flag
     Student’s E-mail Address 
     Interest Rebate Percentage
     Borrower’s Permanent Address Change Date
     Student’s Local Address Change Date
     Borrower’s Social Security Number Change Date
     Borrower’s Date of Birth Change Date

## External Import Change (DIEC)

- Removed Change Fields
- S023 - **Borrower’s Signed Note**
- S194 - **Promissory Note Accepted Loan ID (MPN ID)**
- All **Disbursement Refund Codes**
-     S044, S054, S064, S074, S132, S136, S140, S144, S148, S152, S156, S160, S164, S168, S172, S176, S180, S184, S188, S192
- All **Disbursement Refund Dates**
-     S045, S055, S065, S076, S133, S137, S141, S145, S149, S153, S157, S161, S165, S169, S173, S177, S181, S185, S189, S193						                 continued

- Session 22-

**Notes:**
CHANGE FIELDS THAT HAVE BEEN REMOVED INCLUDE:

BORROWER’S SIGNED NOTE AS NOW YOU USE THE MPN STATUS CHANGE FIELD.

PROMISSORY NOTE ACCEPTED LOAN ID (MPN ID) NO LONGER NEEDS TO BE TRACKED EXCEPT BY LOC.

DISBURSEMENT REFUND CODE AND REFUND DATES ARE REMOVED AS WE DETERMINED THROUGH THE FOCUS GROUP THAT SCHOOLS ARE NOT USING THESE FIELDS AND THESE FIELDS HAVE BEEN REMOVED FROM EDEXPRESS.

## External Import Change (DIEC)

- Redefined Change Fields
- S115 - **Disclosure Statement Print Indicator**
-  New value is  Z = LOC reprints
- S117 - **MPN Status** formerly MPN Exists
-  Values are:
-      T = assumes MPN
-      N = assumes no MPN
-      S = MPN is signed
- S028 - **Loan Amount Requested** is PLUS only

- Session 22-

**Notes:**
CHANGE FIELDS THAT HAVE BEEN REDEFINED INCLUDE:

DISCLOSURE STATEMENT PRINT INDICATOR (S115) TO INCLUDE A NEW VALUE OF Z.                    Z = LOC REPRINTS 
A SCHOOL MUST REQUEST THE LOC TO REPRINT A DISCLOSURE STATEMENT.
NO LONGER DOES THE LOC REPRINT BASED ON A CHANGED LAA OR ANTICIPATED DISBURSEMENT (S).  
THE LOC IS ONLY REQUIRED TO PRINT ONE DISCLOSURE STATEMENT FOR EACH LOAN.

THE CHANGE FIELD FOR MPN EXIST HAS BEEN REDEFINED TO MPN STATUS (S117).  THUS, YOU CAN UPDATE THE EDEXPRESS DATABASE FROM AN EXTERNAL SYSTEM TO INDICATE:
  T = SCHOOL ASSUMES A MPN IS ON FILE AT THE LOC  
  N = SCHOOL ASSUMES NO MPN IS ON FILE AT THE LOC
  S = MPN HAS BEEN SIGNED BY A BORROWER

THE CHANGE FIELD LOAN AMOUNT REQUESTED (S028) IS NOW A CHANGE FIELD ONLY FOR PLUS

## External Exports  		   (DEER)

- Removed columns displaying
- Field Numbers
- Start and End Positions
- Increased field length
- First Name
- Local Address
- Permanent Address
- Parent’s First Name
- Parent’s Permanent Address		   continued

- Session 22-

**Notes:**
EXTERNAL EXPORT (DEER) ALLOWS A USER TO IMPORT DATA FROM EDExpress TO AN EXTERNAL SYSTEM.

THE FIELDS IN THIS RECORD LAYOUT ARE DEFINED BY THE USER.   THEREFORE, IN THE DL TECH REF WE LIST ALL THOSE FIELDS THAT CAN BE EXPORTED FROM EDEXPRESS BY RECORD TYPE IN ALPHABETICAL ORDER.  

SINCE THIS LAYOUT IS DEFINED BY THE USER START AND END POSTIONS HAVE BEEN REMOVED FROM THIS LAYOUT HAS THEY HAVE NO MEANING.

AS PREVIOUSLY MENTIONED WE HAVE A FEW FIELDS THAT HAVE INCREASED IN LENGTH FOR 2001-2002.

THESE FIELDS ARE AGAIN LISTED HERE FOR EXTERNAL EXPORT.

## External Exports                 (DEER)

- Added New Fields
- Student’s E-mail Address
- ISIR MPN Indicator
- Actual First Disbursement Change flag
-    (C = Changed first actual disbursement or can be blank)
- Updated Field Names
- Additional Unsubsidized Eligibility for Health Profession Programs
- Program Year
- Student’s Loan Default/Grant Overpayment
- Parent Borrower’s Loan Default/Grant Overpayment
- 	continued

- Session 22-

**Notes:**
FIELDS THAT HAVE BEEN ADDED FOR THE NEW PROCESSES WE HAVE DISCUSSED THIS AFTERNOON  ARE ALSO ADDED FIELDS  FOR EXTERNAL EXPORTS:

        REFER TO SLIDE.... 

PLEASE NOTE THAT IN EDEXPRESS THE ACTUAL FIRST DISB CHANGE FLAG IS EITHER BLANK OR   “C” = CHANGED FIRST ACTUAL DISBURSEMENT.  EDEXPRESS DOES NOT FLAG DISB #1 WITH AN “F.”  THUS, THE ONLY VALUES YOU WILL SEE THIS FIELD IN AN EXTERNAL EXPORT IS “C” OR BLANK.

AGAIN WE SEE FIELD NAMES THAT HAVE BEEN UPDATED FOR CONSISTENT USAGE ACROSS STUDENT FINANCIAL AID

REFER TO SLIDE.....

## External Exports                 (DEER)

- Removed fields
- Borrower Signed Note
- Student Signed Note (PLUS)
- Parent Borrower's Original SSN
- Professional Judgement
- Promissory Note to be on Manifest
- MPN Exists
- Refund Code
- Refund Date
- continued

- Session 22-

**Notes:**
THE FIELDS LISTED ON THIS SLIDE HAVE BEEN REMOVED FROM THE EDEXPRESS DATABASE AND THUS REMOVED FROM THE POSSIBLE FIELDS FOR AN EXTERNAL EXPORT.

REFER TO SLIDE.....

## External Exports		   (DEER)

- Redefined Fields
- Disclosure Statement Print Indicator
- Added value of Z = LOC reprints
- Promissory Note/MPN Status
- Added new values
- Student Grade Level
- Updated values
- Loan Amount Requested
- Updated to a PLUS only field

- Session 22-

**Notes:**
FIELDS THAT HAVE BEEN REDEFINED IN EDEXPRESS AND ON OTHER LAYOUTS ARE OBVIOUSLY ALSO UPDATED FOR AN EXTERNAL EXPORT.

THEY ARE THE FIELDS INCLUDED HERE ON THIS SLIDE...

## Updates to EDExpress/Combination Edits (Section 6)

- Edits that have been removed
- Edits that have been modified
- Edits that are new

- Session 22-

**Notes:**
NOW WE WILL BRIEFLY DISCUSS THE EDEXPRESS EDITS THAT HAVE BEEN AFFECTED BY THE IMPLEMENTATION OF THE 2001-2002 CHANGED.

## EDExpress Edits

- Removed Edits
-    **1056** - Student Signed Note
-    **1080** - Borrower Signed Note
-    **1106** - Borrower’s Alien Registration Number
- 			(If Alien Registration Number is non-		blank and citizenship status is 1)
-    **3020** - Disbursement Refund Date
-    **3030** - Disbursement Refund Code
- continued

- Session 22-

**Notes:**
LISTES HERE ARE THE EDITS THAT HAVE BEEN REMOVED FROM EDEXPRESS.

EDITS 1056 AND 1080 ARE DELETED SINCE WE LONGER HAVE THIS FIELDS AND EDITS HAVE BEEN PLACED ON THE MPN AND PROMISSORY NOTE STATUS OF “S” SIGNED

THE CITIZENSHIP EDIT HAS BEEN REMOVE TO CONFORM WITH EDITS AT THE LOC.

AND EDITS 3020 AND 3030 ARE REMOVED SINCE THESE FIELDS WERE ELIMINATED FROM THE SOFTWARE.

## EDExpress Edits

- Modified Edits
**1055** - Loan Amount Approved edit with new
-            student grade level values
**1085** - Borrower Signed Note edit to
- 		     Promissory Note Status and MPN Status
- continued

- Session 22-

**Notes:**
THE ANNUAL LOAN LIMIT EDITS ON LAA ARE UPDATED TO USE THE NEW STUDENT GRADE LEVEL VALUES.

IF ANY OF YOU HAVE LOAN LIMIT EDITS BASED ON GRADE LEVEL IN YOUR EXTERNAL SYSTEMS, YOU MAY WANT TO THINK ABOUT A SIMILAR CHANGE TO YOUR EXTERNAL SYSTEM.

AS WE JUST MENTIONED THE EDITS FOR A SIGNED NOTE ARE NOW PLACED ON THE MPN/PROM  NOTE STATUS OF “S”.

## EDExpress Edits

- New Edits
**4001** - Student Current SSN
-       If parent current SSN equals student
-       current SSN
**4002 **- Anticipated Detail Fields
-            If only one anticipated disbursement
- 		      and the school is not designated as a
-            Special School in DL Setup

- Session 22-

**Notes:**
THE FOLLOWING TWO EDITS HAVE BEEN ADDED TO BE CONSISTENT WITH THE LOC.

1)  IN EDEXPRESS, A PARENT BORROWER’S CURRENT SSN CAN NOT EQUAL  A STUDENT’S CURRENT SSN.

AND

2) A SCHOOL MUST MAKE AT LEAST 2 ANTICIPATED DISBS PER LOAN UNLESS THE USER IS DESIGNATED AS A SPECIAL SCHOOL IN DL SETUP.  

## 2001-2002 Direct Loan Technical Reference 

- Draft of the 2001-2002 Direct Loan Technical Reference is currently on SFA download and includes
- Implementation of the Up-front Interest Rebate
- Implementation Guide
- Appendices
- continued

- Session 22-

**Notes:**
IN SUMMARY, A DRAFT OF THE 2001-2002 DIRECT LOAN TECHNICAL REFERENCE IS CURRENTLY ON THE DEPARTMENT OF EDUCATION WEB SITE, SFAdownload.

THIS DRAFT INCLUDES:

A SUPPLEMENT FOR THE IMPLEMENTATION OF THE UP-FRONT INTEREST REBATE AS WELL AS UPDATED RECORD LAYOUTS AND EDITS INCORPORATING THE INTEREST REBATE.

THE IMPLEMENTATION GUIDE DEVELOPED BY THE LOC AND

APPENDICES.

PLEASE NOTE THAT UPDATES TO THIS DRAFT INCLUDING UPDATES TO THE IMPLEMENTATION GUIDE WILL BE PROVIDED IN THE FINAL VERSION OF THE DL TECH REF.

## 2001-2002 Direct Loan Technical Reference

- Final 2001-2002 Direct Loan Technical Reference is being published by the end of November
- Available electronically on the Department of Education’s SFAdownload Site
- 		  www.sfadownload.ed.gov

- Session 22-

**Notes:**
THE FINAL 2001-2002 DIRECT LOAN TECHNICAL REFERENCE WILL BE PUBLISHED BY THE END OF NOVEMBER
....AND IS AVAILABLE ON THE DEPARTMENT OF EDUCATION SFAdownload WEB SITE.

THE FINAL TECH REF WILL INCLUDE UPDATES DISCOVERED SO FAR DURING DIRECT LOAN IMPLEMENTATION PROCESS.

SINCE THE IMPLEMENTATION AND TESTING PHASE OF THE EDEXPRESS DIRECT LOAN MODULE CONTINUES THROUGH EARLY SPRING OF 2001 ANY NECESSARY UPDATES TO THE DL TECH REF ARE TRACKED AND CHANGE PAGES WILL BE DISTRIBUTED WHEN NECESSARY. 

## DL Tools Out-of-the-Box

-  Rebuild Database
-  Compare Program
-  Cash Management

- Session 22-

**Notes:**
DL TOOLBOX IS A NEW STAND ALONE MODULE BEING DEVELOPED FOR DELIVERY DURING THE SUMMER 2001.

THIS PRODUCT WILL ALLOW SCHOOLS TO REBUILD THEIR EDEXPRESS DATABASE VIA AN ELECTRONIC REBUILD FILE TRANSMITTED FROM THE LOC VIA SAIG.

THE RECORD LAYOUT FOR THIS REBUILD FILE IS IN THE FINAL DL TECH REFERENCE IN APPENDIX E.

IN ADDTION, THIS PRODUCT WILL PROVIDE SCHOOLS TO CAPABILITY TO COMPARE DISBURSEMENT AND CASH DATA WITHIN EDEXPRESS OR AN EXTERNAL SYSTEM WITH THE 732 LOAN REPORT AND 732 CASH SUMMARY REPORT.

ALSO PER REQUEST FROM MANY USERS YOU WILL BE ABLE TO RECORD CASH DETAIL RECORDS FOR YOU SCHOOL FOR CASH MANAGEMENT.

## Further Assistance

- With content of the Combination Sections of the Direct Loan Technical Reference
- EDExpress Record Layouts used to interface with other external systems
- EDExpress Direct Loan Edits
- EDExpress Direct Loan List Reports and Measurement Tool Reports
- continued

- Session 22-

**Notes:**
IF YOU NEED FURTHER ASSISTANCE WITH THE COMBINATION SECTIONS OF THE DIRECT LOAN TECHNICAL REFERENCE INCLUDING 

RECORD LAYOUTS FOR USE BETWEEN EDEXPRESS AND EXTERNAL SYSTEMS

EDEXPRESS EDITS

OR EDEXPRESS REPORTS

PLEASE CONTACT CPS CUSTOMER SERVICE...........NEXT SLIDE

## Further Assistance

- CPS Customer Service
- 800/330-5947
- Email CPS@NCS.COM

- Session 22-

## 
	Questions?

**	****Questions?**

- Session 22-

**Notes:**

WE WOULD NOW LIKE TO OPEN UP THE ROOM FOR ANY QUESTIONS REGARDING THE ISSUES WE HAVE DISCUSSED THIS AFTERNOON.