# Presentation: 269789

## Slide 1

**Notes:**
Ginger Opens the Session

## 2003-04 Application Processing System Update

**Notes:**
Welcome to the 2003-04 Application Processing System Update and thank you for joining us this afternoon/morning
We have lots of exciting information to share with you today about changes we’re making for the 2003-04 processing year.
While we won’t have time to cover all of the changes we’ve made for 03-04, we’ll try to touch upon those that are the most significant.
Watch for a series of action letters later this fall
Attend one of the two other APS sessions being conducted at NASFAA  – 
Web and PIN session
Resolving eligibility session
When we decided what we wanted to change for 03-04, we focused on changes that would simplify, electrify, and streamline the application process, for both students and schools
We think you’ll be pleased with what we’ve done –
But, as always, the many of the improvements we’ve made were based on your suggestions
So, we hope that you’ll continue to give us feedback and make suggestions for future enhancements to our products.
Okay, before we begin, I want to mention that there are two handouts for this session – 
Copies of the slides we will be going through and
Copies of the most current version of the DRAFT 2003-04 FAFSA

## 2003-04 Application Processing System UpdateAgenda

- Application Processing Statistics
- Important Dates
- The 2003-04 Application Process
- Getting Ready for 2003-04
- Applying for Aid
- Receiving and Reviewing Application Data
- Correcting Application Data
- Other Changes and Noteworthy News
- Questions

**Notes:**
Our agenda for this session is as follows:
We’ll begin with some Application Processing Statistics.
Then we’ll briefly go over the Important Dates for the upcoming months.
Then, we’re going to present our changes somewhat differently than we have in the past
We’ll present the changes as you and students will encounter them during the application processing annual cycle. 
First, we’ll discuss some tools you can use to help your students (and yourselves) get ready for the beginning of the 2003-04 application year.  These are basically things you can do and use between now and system start up in January ’03.
Then, we’ll discuss how students, and schools on behalf of students, can apply for aid (in this section we’ll review the various application forms that are available to students (and schools) and what changes we have made to these forms.
Then we’ll talk about the types of communications and output students and schools receive in response to an application.  This will include email communications to students, the SAR, and the ISIR.
 And, finally, once the student has reviewed the application output, we’ll talk about the various ways the student (and the school) can correct application data, and the improvements we’ve made to each of these methods.
Finally, we’ll wrap up with a discussion about other changes and Noteworthy News, including some information about EDExpress.
To begin, we’ll move right into processing statistics!

## Application Volume2001-02 and 2002-03 

**7,312,585**
- 	2001-02 FAFSAs processed as of July 15, 2001 (week 28)
**8,031,016**
- 	2002-03 FAFSAs processed as of July 14, 2002 (week 28)

**That’s a 9.8% increase!**

**Notes:**

As of July 15, 2001, more than 7.3 million 2001-02 FAFSAs were processed (as of week 28)

And as of July 14, 2002, more than 8 million 2002-03 FAFSAs were processed (as of week 28)

That’s a 9.8% increase!

## Electronic Applications2001-02 and 2002-03

**For the first 28 weeks of processing for **
**2001-02 and 2002-03**** **

**Notes:**
I’d like to share with you some figures that show how our volume for electronic applications has been going for the past two years.
The slide compares the types of applications we received for 2001-2002 by this time last year with the numbers we have received for the same time period for 2002-2003.  
In this case, then, we’re looking at applications received for the first 28 weeks of processing.
Starting on the left hand side of this slide --
These are applications the schools have entered through EDE/EDExpress.
For the first 28 weeks of processing (week ending July 15) we had around 599,000 initial 2001-02 applications.  
In 2002-2003, for the same period, we have received just more than 651,000 initial applications. 
This method of application entry has remained pretty stable for the past few years, but seems to steadily increase each year.
What I’d like to focus on, though, are the next two sets of bars.
The middle bars show the big change we’ve seen in the number of FOTW applications we’ve received.  
The number of FOTW appls we have received continues to increase significantly.  
In 2001-02, we had received around 1,082,000 FOTW applications by mid-July 2001.
In 2002-03, we’ve received over 1,717,999 applications by mid-July 2002.    
We continue to see incredible growth again this year in the number of  RFOTW application we have received. 
 We were excited last year when we had received over a million Web renewal applications by mid-July 2001.
Imagine our excitement this year, to see that we’ve nearly doubled the number of Renewal FOTW applications – we’ve received more than 1,850,000!  

We are very excited about the continuing increase in electronic appls we receive, the Web in particular.  In 1994-95, which was the first year for electronic applications, we received about 14% of all applications electronically.  For 2002-03, we expect to receive about 60% electronically!!!  Volume in 2003-04 depends in large part on your efforts, but we expect to receive around 65% of our applications electronically.

## Moving to a “Paperless Process”PINs and Electronic Signatures

- Since Nov. 1998,
- 	21 million+ individuals have received PINs
- In 2001-02, over 500,000 students and parents signed their FAFSA electronically
- So far for 2002-03, already over 840,000 have signed with PIN

**Notes:**
As you all know, we really can’t have a fully electronic process without widespread distribution and use of PINs.
The PIN really is the key to electronic processing because it allows students to access personal application data over the Internet, and it allows both students and parents with PINs to electronically sign their applications.
As you also know, students can apply for a PIN through our PIN web site, or we will send PINs to applicants when they apply for financial aid.

So, we thought you might be interested in seeing some statistics about ED’s PINs 

Since Nov. 1998, more than 21 million individuals have been issued PINs. 
In 2001-02, over 500,000 students and parents signed electronically.
So far for 02-03, already over 840,000 have signed with a PIN, as this chart demonstrates.

## Moving to a “Paperless Process”E-mail Messages with Links to PIN and SAR

- Over 3.3 million students provided e-mail addresses
- Since Jan. 1, 2002
-  Over 3 million PIN e-mails sent
-  Over 4 million SAR e-mails sent

**Notes:**
The other thing that has really helped to make our application processes fully electronic is that we began collecting student email addresses on our electronic applications in 2002-03.
We used student email addresses to communicate the status of applications, and we also sent emails to students with links to their PIN and their SAR data on the Web.  
This slide shows how the electronic process has affected our students:
Students who provide e-mail addresses on FOTW will receive e-mails with links to their PIN and SAR data on the Web
Since Jan 1st, 2002, 3.3 million students have provided email addresses on their FOTW.
In response, we have sent over 3 million emails with links to students’ PINs. 
We have sent over 4 million emails with links to SAR data.  This number takes into account students who received multiple emails due to the fact that they made a correction and therefore had a subsequent SAR.  

The slide also shows you an example of what a PIN email looks like (or what part of it looks like).

## Important Dates

-  Federal School Code file updates due July 15th
-  Draft ISIR Layout available on IFAP and 		FSA Download

-  Renewal Application Process Announcement 	on IFAP; Guide available on FSADownload

-  Action Letter explaining application		processing system changes on IFAP
-  EDExpress Action Letter on IFAP

**Notes:**
Now let’s talk about some things to watch for over the next few months: 
In July,
Federal School Code network message was sent to schools in June and updates were due back from you by July 15th – if you haven’t gotten your updates to us, please be sure to get that information to us as soon as you get back to your office.  We’ll make every attempt to get the update into the paper document, but no promises.  There shouldn’t be a problem getting it onto the Web version, but still hurry.
The Draft ISIR Layout was posted to IFAP last week and will be up on FSA Download on July 24, 2002.

In August, 
The Renewal Application Process Announcement will be made on IFAP, and a Guide, called “Renewal Application Data Process Guide” will be made available on FSADownload.  This is a different format than we’ve used in the past for getting information out to you about the Renewal Application Process.  Let us know what you think of this approach.

In October,
We will post the Action Letter explaining application processing system changes on IFAP
The EDExpress Action Letter will be on IFAP as well.

## Important Dates

-  Guide to ISIRs on IFAP
-  Web/PIN Action Letter on IFAP
-  Revised ISIR Layout in 2003-04 Technical 	Reference
-  Federal School Code List mailed

-  **Jan 1:** FAFSA on the Web, Renewal FAFSA 	on the Web, Corrections on the Web 	available
-  **Jan 1:** FAA Access available
-  **Jan 2:** Application processing system starts up

**Notes:**
In November,
The Guide to ISIRs will be posted on IFAP as well as the Web/PIN Action Letter.
 Revised ISIR Layout will appear in the 2003-04 Technical Reference, and 
The Federal School Code List will be mailed

Finally, in January:
On the 1st FOTW, RFOTW, COTW will be available for student use
On Jan. 1st, FAA Access will be available for schools to use
On the 2nd the Central Processing System starts up!

## Getting Ready for the 2003-04 Award Year

**Notes:**
Now we’ll get into the next segment of the presentation, which focuses on how to get ready for the 2003-04 Award Year.

## FAFSA on the Web Toolkits 

- Will be mailed early to mid-October to --
- postsecondary schools
- high schools
- state agencies
- libraries
- PTAs
- TRIO Centers
- Toolkits include materials you can use to encourage students to use the Web to apply for aid

**Notes:**
In early to mid-October, the FOTW toolkits will be mailed to more than 55,000 organizations that work with students and their families. 
postsecondary schools, high schools, state agencies, libraries, PTAs, and TRIO Centers. 
The toolkits include materials you can use to encourage your students to use the Web to apply for aid
This year, we’re trying to emphasize a couple of new things in the toolkits (1. That Parents and students, especially HS students, should apply for PINs NOW, before the application cycle begins, and 2. That applying for aid is free!)
The Toolkits will include some of the old “standard”, like the FOTW/PIN Brochure, the poster, TIPs Card, the Banner Ad flyer, and Post-It Notes, but these “standard” will push the PIN and the fact that applying for aid is FREE.
But they will also include some new items, such as--
FOTW Pre-application Worksheet, which you can order in bulk and which we will discuss more in a moment
PIN Flyer, that you can photocopy or go to Web and print color copies and distribute to your students.
FAA Access Flyer, to remind FAAs of our newest Web application product for schools

## FAFSA on the Web Toolkits 

- For faster and more accurate processing, encourage students to–
- Go to Section 1 on Home Page to see what documents they will need to complete FOTW
- Use new and improved Pre-Application Worksheet instead of paper FAFSA to prepare for filling out FOTW
- Provide e-mail address
- Use PIN to electronically sign Web applications

**Notes:**
We’re trying to make it clear in all of the toolkit materials that using the Web to apply for aid results in faster and more accurate processing
We’re also trying to outline the steps involved in applying for aid more clearly so students can take full advantage of everything that the Web can do for them.

We’re encouraging students to–
Go to Section 1 on the Home Page to see what documents they will need to complete before they begin filling out their FOTW application
Use new and improved Pre-Application Worksheet instead of paper FAFSA to prepare for filling out FOTW
Provide their e-mail address for quicker communication about the status and results of their application 
Use PIN to electronically sign Web applications, and to have their parents electronically sign

## Applying for Aid is FREE!

- Also use Toolkit to remind students that the first “F” in FAFSA stands for

- Plenty of help available –
- Federal Student Aid Information Center
- Online Chat and other Help features within FOTW
- Financial Aid Office
- Caution students about “dot com” Web sites with URLs similar to www.fafsa.ed.gov that charge families to complete FAFSA!

**Notes:**
This year we are also emphasizing that applying for Federal Student Aid is FREE!!!
The materials stress that plenty of FREE help is available if they need it, including from
FSAIC
Online Chat and other help features within FOTW
Your own financial aid office
Tell your students to use www.fafsa.ed.gov instead of using a for-profit company to apply for aid.  We’ve been getting many more complaints from students and schools about web sites with addresses similar to ours.  Students think they’re at our web site and end up paying fees, sometimes as much as $800, to have someone do what is available for free.

## The PIN

- Toolkits encourage students and parents without PINs to apply for one ***NOW!***
- www.pin.ed.gov
*	*

***Easier to use and navigate ***
***	******than ever before!***

**Notes:**
Toolkits materials encourage students and parents without PINs to apply for one NOW!
As you know, the PIN can be used to do a multitude of things on the Web (apply for aid, view financial aid history information, sign e-prom notes, etc.)

Parents can also apply for PINs and can use them to sign their children’s FA application.  The toolkit materials encourage parents to apply before they apply for aid so that they can electronically sign.

The PIN website is located at www.PIN.ed.gov 
Important messages to convey to students and parents – 
PINs do not expire
Parents need only one PIN, even if they have multiple children applying for aid

## Ordering Paper FAFSAs

- Watch for an announcement on IFAP later this Fall about placing orders for 2003-04 FAFSAs
- Due to continuing increase in electronic filing, consider reducing orders of paper FAFSAs

**Notes:**
The other thing that you’ll want to do in preparation for 2003-04 is order copies of the paper FAFSA, both English and Spanish versions
Announcement on IFAP later this Fall describing when and how to place orders
Due to continuing increase in electronic filing, consider reducing orders of paper FAFSAs
We will not do any automatic reduction in orders, however. 

## FAFSA on the Web

-    PowerPoint presentation of FAFSA on the Web screen shots available on IFAP in early October for use at Financial Aid Nights

**Notes:**
Last year one of your colleagues asked us to make copies of the FOTW screens available on IFAP for schools to use at FA Night presentations.
We did this and the information was a big hit.
Therefore, we  will make a PowerPoint presentation of FAFSA on the Web screen shots available on IFAP once again, only this year we will provide the slides in early October so that you have what you need in time for your presentations at Financial Aid Nights.

## Web Demo Site

- 	FOTW Demonstration Site will be available on 11/25/02
- http://fafsademo.test.ed.gov
- User name: eddemo
- Password:  fafsatest

## Renewal Application Process

-  Announcement and Guide available on
- 	IFAP and FSADownload
-  Network message asking FAAs to remind	students to update permanent mailing 	address and e-mail address with CPS
-  10/7 – 10/31** **Schools can request that 	PINs be sent to students instead of paper 	Renewal FAFSAs, to remind them to 	reapply
-  11/7 – 12/20 CPS mails Renewal 	FAFSAs to students

- &

**Dec**

**Notes:**
The last thing that I wanted to mention in this section is the Renewal Application Process.  
Getting Ready for the  Renewal Process will happen in the late Fall/early winter and this slide shows some important dates you will want to be aware of.  
As you all know, most students who applied for aid in 2002-03, are eligible to reapply for aid using a Renewal FAFSA for 03-04.

As I mentioned earlier, in August 2002, 
we will post an announcement on IFAP about the Renewal Application Process and at the same time we will post a “Renewal Application Data (RAD) Process Guide” on FSADownload
Also in August, we will also be sending you a network message asking you to remind your students to update their permanent mailing address and e-mail address with CPS
October -- 
If you would prefer our students to receive PINs instead of paper Renewal FAFSAs, in October, from the 10/7 through the 10/31, you can request that PINs be sent to students (instead of paper Renewal FAFSAs) to remind them to reapply.  As Teri will discuss later in this presentation, these requests can be made through FAA Access to the CPS Online.
From 10/7 through December 20th, the CPS will mail Renewal FAFSAs to students (remember, we no longer mail paper Renewal FAFSAs to schools to distribute.  We just mail them directly to the students) .

## Renewal Application Process

- 11/7 – 12/20  PINs sent reminding students to reapply if --
- Used Web in 2002-03
- Indicated on 2002-03 FAFSA that they were a graduate or 5th year undergraduate student
- School requested PIN be sent instead of paper Renewal FAFSA

| Provided e-mail address on 02-03 FAFSA | Did NOT provide        e-mail address |
| --- | --- |
| PIN e-mail | PIN mailer |

***Renewal Reminders***

**Notes:**
Also from November 7th through December 20th, PINs will be sent reminding students to reapply if they --
Used Web to apply or make corrections on the Web in 2002-03,
Indicated on 02-03 FAFSA that they were a graduate or 5th year U/G student, 
School requested PIN be sent instead of paper Renewal FAFSA.

Students that provided their email address on their 02-03 FAFSA will receive a PIN e-mail, while students that did NOT provide an e-mail address will receive a paper PIN mailer.

## The 2003-04 Application ProcessSimplifying, “Electrifying,” and Streamlining the Process for Students and Schools 

***The 2003-04 Application Process******Simplifying, “Electrifying,” and Streamlining****** the Process for Students and Schools****** ***

**Notes:**
In the next segment of the presentation, we will discuss the stages of the application cycle, starting the applications that students use, and that schools use on behalf of students, to apply for financial aid. 
Then we’ll move on to the types of output students and schools get in response to ED receiving an application for aid, and 
Finally, we’ll discuss how schools and students can correct application data, if necessary. 

I’m going to describe the various paper applications students can use to apply for aid, and as we go through each of them,  I’ll describe the enhancements we’ve made to each. 
Then Pat/Nina will talk about our web application products, for students AND schools
Then, Teri will talk about the next stage in the processing – receiving results back from ED and reviewing that output and taking necessary steps.  

As I mentioned earlier, we had some broad goals for 2003-04 --
Simplify application process for students and schools to the greatest possible extent
Provide application results to students and schools as quickly as possible
Make the application process as electronic as possible, even for paper filers

In this next segment we are going to talk about both the student applications and the applications that schools can use on behalf of students . . . 

## Student Applications

**Notes:**
With that in mind, we’ll begin with the applications that students use to apply for aid.  

## The Paper FAFSA

- Color of the FAFSA
**Yellow for Students**
**(Pantone 100 CVU Yellow)**
**Purple for Parents**
**(Pantone 263 CVU Purple)**
- FAFSA will include insert and return receipt postcard
- Some new and reworded questions and instructions

**Notes:**
The first paper product I want to talk about is the paper FAFSA, which as you saw from the processing stats we went over, is still a popular way for kids to apply for aid, as we’ve seen from our processing statistics.  
For that reason, we still take the form very seriously . . . And work hard each year to make the questions and instructions, and general format, as easy as possible for students and their families to complete.
In fact, the paper form in many ways drives all of our other application changes, including to our electronic forms.
We’ve made only a few changes for 03-04, but those we have made are pretty significant.
It’s important to note that many of the changes were suggested to us by you and/or your colleagues.
Now might be a good time to pull out your copy of the paper FAFSA and follow along.
Mention that the form is not yet cleared by OMB (published in FR on June 10, is older version of FAFSA, so will want to comment on this one, comments are due to Joe Schubart on Aug. 9)
Also, we are still working on some of the wording on the form.  There will be a forms design meeting soon and we may change/tweak some of the specific wording.
The colors of the paper FAFSA for 03-04 will be yellow for students, and as always, purple for parents.
The Pantone colors are listed on the slide for those of you who are interested.
FAFSA will still include the insert and return receipt postcard
The order of the questions on the paper FAFSA will be similar to the 02-03 FAFSA, although there are some new questions on the form
In addition, some of the questions and instructions have been reworded for clarity.  

## The Paper FAFSA

- New logo to                                               complement FSA logo:

- Improved notes for --
- Questions 38 and 73: Answer “yes” if 1040 filed only to claim Hope or Lifetime Learning credits
- Questions 47-49 and 82-84: If eligible for Simplified Needs Test, can skip asset questions
- No change to Drug Question (Question 35) ** **

**Notes:**
Some of the changes to the paper FAFSA include:
On the first page of the application packet, you can see that we are using a new FAFSA logo to complement our relatively new FSA logo
On page 2 -- Improved notes for --
Questions 38 and 73: Answer “yes” if you filed a 1040 only to claim Hope or Lifetime Learning credits 
Questions 47-49 and 82-84: If eligible for Simplified Needs Test, can skip asset questions
On page 3 -- 
I’m very happy to say that for two years running, now, we are making NO change to Drug Question (Question 35)

## The Paper FAFSA

- VA monthly benefits amount increased to
- 	4 characters
- Added parents’ marital status date question (Question 60)
- Changed layout of questions 59 – 70 to accommodate new Question 60

**Notes:**
In addition on page 4 of the application package --  
To accommodate 4-digit monthly VA amounts, we have increased the monthly benefits amount on the FAFSA to 4 characters
On page 5 -- 
Added parents’ marital status date question (Question 60).
This is in anticipation of doing an IRS income verification match, which we will talk more about later.
Changed layout of Questions 59-70 to accommodate the addition of new Question 60.

## The Paper FAFSAE-mail Address

- New e-mail address field added to Step 6 allows FSA and schools to communicate electronically with students about application and results
- Student receives e-mail with links to PIN and SAR data on the Web as quickly as 24 hours after processing

**Notes:**
Turn to page 6 of the application packet – 
One of the most exciting changes about the Paper FAFSA this year is the addition of a new e-mail address field added to Step 6. 
The e-mail address allows FSA and schools to communicate with students electronically about their application and results.
Students who provide their e-mail address on the paper FAFSA will receive an e-mail with personalized, secure link to their PIN and SAR data on the Web as quickly as 24 hours after processing.
Like for students who this year provided their email address on their Web application, the email we send to them will include a link to URL.  Student can click on link and be taken to a Web screen where they have to enter identifiers (SSN, first two letters of last name, and DOB).  
If “authenticated” will be taken to their PIN on the Web (one-time access only) or their SAR data on the Web (unlimited access).

## The Paper FAFSAE-mail Address

- Question 99
- 34 characters long, with pre-printed “@” symbol
- Set to “blank” if questionable characters
- Notification that if e-mail provided, communication will be by e-mail, including e-mail with Web link to PIN and SAR

**Notes:**
The new e-mail question will be Question 99.
It is 34 characters long, with pre-printed “@” symbol.
Set to “blank” if questionable characters are provided by applicant.  We’re doing this to prevent an email going to the wrong person.  But remember, even if the email is incorrect (but appears valid) we’ll ask the student enter SSN, first two letters of last name, and DOB before they will be granted access to their PIN or SAR data on the Web.
The form will include a notification that if e-mail is provided, communication will be by e-mail, including e-mail with secure Web link to PIN and SAR.

## The Paper FAFSAWorksheet C

- Clarification added to Worksheet C questions:
- Expanded “child support paid” question to include support paid as a result of a legal requirement
- Included more examples of “taxable earnings from need-based employment”
- Reworded “student grant and scholarship aid reported to the IRS” question to clarify what part of Americorps awards should be reported

**Notes:**
The last change on the paper FAFSA that I want to mention is to the Worksheet C questions on page 8:
Expanded “child support paid” question to include support paid as a result of a legal requirement

Included more examples of “taxable earnings from need-based employment” 

Reworded “student grant and scholarship aid reported to the IRS” question to clarify what part of Americorps awards should be reported

## The Paper Renewal FAFSA

- Includes same changes made to paper FAFSA, including new e-mail address field
- Barcode with student’s Name ID added to bottom of each page of application

**Notes:**
We’ve also made improvements to the Paper Renewal FAFSA.
As mentioned earlier, the Paper Renewal will be mailed to students between Nov 7 and Dec 20
Includes the same changes made to the paper FAFSA, including new e-mail address field
To further increase accuracy in processing and to reduce processing time of paper forms, barcodes with student’s name ID added to bottom of each page of the application.

## The Paper Renewal FAFSA

- Will check NSLDS to determine school code(s) to be printed in Step Six
- Only school codes for institutions that reported disbursements in 2002-03 will be printed
- If no disbursement data exists, will print all schools listed on 2002-03 record used to create Renewal FAFSA
- Will pre-print answers to income questions for students who were eligible for Auto Zero EFC in 2002-03

**Notes:**
To reduce unnecessary ISIRs being sent to schools, will check NSLDS to determine  school code(s) to be printed in Step Six 
Only school codes for institutions that disburse aid will be printed on Renewal FAFSA
If no disbursement data exists, will print all schools listed on 2002-03 record used to create Renewal FAFSA 

For students who were eligible for Auto Zero EFC in 2002-03, we will pre-print answers to income questions
As always, we will instruct applicant to update if changed

## The Paper Renewal FAFSA

***The Paper Renewal FAFSA***

- No change to Drug Question –
- Responses of blank, ‘1,’ or ‘3’ rolled forward
- Response of ‘2’ rolled forward as a ‘1’
- Strengthened ‘Housing Plans’ wording to ensure students answer question

**Notes:**
No change to Drug Question – 
Responses of blank, ‘1,’ or ‘3’ rolled forward 
Response of ‘2’ rolled forward as a ‘1’
Like this year, a drug worksheet will accompany Renewal FAFSA if answer was a “3” or blank.
Strengthened wording so that students are more likely to answer question about housing plans.

And now we’re going to tell you about some exciting changes we have made to our Web application products.  As a reminder, for more details, we encourage you to attend the Web and PIN session offered during the ED session segments of the Conference.

Pat will now come up to the podium and talk about our student web application products and FAA Access.

## FAFSA on the Webwww.fafsa.ed.gov

- Site improved throughout to make application process faster and easier to understand
- New logo
- Dynamic “Late-breaking news” section added
- “Fill Out a FAFSA” button more prominent

**Notes:**
Pat starts her section of the presentation here.
In addition to the paper applications that we produce each year, we also have student Web application products for students to both apply and reapply for aid. 
I’d like to spend a few moments describing the improvements/enhancements to our Web application products
As a reminder, from the FOTW home page, students can --
Apply for aid using FOTW or Spanish FOTW
Reapply for aid using RFOTW
Check the status of their application
View SAR data
Correct application data 
In general, this year the site was improved throughout to make the application process faster and easier to understand.  Some of the changes for this year include:
Logo changed to match style guidelines of other FSA sites
“late-breaking” information dynamically added to home page
For example, if any problems occur with the site, we will post the problem and when it should be fixed so students don’t call you!
“Fill out a FAFSA” button made more prominent with added color
We also reordered some of Steps in section 1, 2, and 3 to make them more intuitive.
For example, Corrections on the Web was moved from Section 2 to Section 3, along with other “post application submission” features

## FAFSA on the Web

- Fields pre-populated based on applicant’s answers to other questions –
- ‘Number in College’ set to ‘1’ if independent and ‘Household Size’ is ‘1’
- ‘Were you born before 1/1/80?’ pre-populated based on answer to ‘Date of Birth’ question
- ‘Are you married?’ pre-populated based on answer to ‘Marital Status’ question
- More use of skip logic

**Notes:**
As for the Fafsa on the Web application, we will now pre-populate some fields based on applicant’s answers to other questions –
‘Number in College’ set to ‘1’ if independent and ‘Household Size’ is ‘1’
‘Were you born before 1/1/80?’ pre-populated based on answer to ‘Date of Birth’ question
‘Are you married?’ pre-populated based on answer to ‘Marital Status’ question
In addition, there will be more use of skip logic 
For example, if the student indicated that he or she is a U.S. citizen, we will not ask him or her to complete the Alien Registration Number question.

## FAFSA on the Web and Renewal FOTW

- Added barcode consisting of student’s Name ID to signature page to improve accuracy and reduce processing time
- Added more instructions at end of application to ensure students successfully transmit

**Notes:**
For both the FOTW and the RFOTW, a barcode consisting of student’s Name ID will be added to the signature page to both improve accuracy and reduce processing time 

At the end of the application, we have added more instructions to ensure that students successfully transmit there application

## Simplified FOTW

- Will implement a ‘Simplified’ FOTW --
- Law provides that a family that meets criteria for Automatic Zero EFC or Simplified Needs Test (SNT) can complete a ‘simplified’ FAFSA
- Web technology offers advantage of helping students determine if they qualify

*“**The simplified application form shall... permit such family to provide only the data elements required for the purposes of establishing eligibility for student financial aid”*

**Notes:**
Our plan for 2003-04 is to offer a FOTW product that will give students who qualify for an Auto Zero EFC, or the SNT, the OPTION to skip certain questions that are not needed to determine an EFC --
The Law provides that a family that meets criteria for Automatic Zero EFC or Simplified Needs Test (SNT) can complete a ‘simplified’ FAFSA
Web technology offers advantage of helping students determine if they qualify for either of these alternate EFCs.

## Simplified Application

***Simplified Application***

- Implemented January 1, 2003
- Applies to FOTW, RFOTW, and COTW
- Questions reordered to determine if applicant qualifies for Auto Zero EFC or SNT
- New Pre-Application Worksheet can be printed from FOTW; will follow questions as presented and reference paper FAFSA question numbers
- Students from certain states will not be able to skip questions because data is required for state programs

**Notes:**
This “Simplified” application will be implemented January 1, 2003
Applies to FOTW, RFOTW, and COTW
Questions reordered, for all applicants, to determine if the applicant qualifies for Auto Zero EFC and/or the SNT
New Pre-Application Worksheet can be printed from FOTW; will follow questions as presented and reference paper FAFSA question numbers 
Students from certain states will not be able to skip questions because data is required for state aid  programs

## Simplified Application

***Simplified Application***

- Applicants notified that school or health professions programs may need answers to all FAFSA questions
- If student qualifies for Auto Zero EFC, student (and parents) has option to skip --
- Income taxes paid and number of exemptions claimed
- Worksheets A, B, C questions
- Asset net worth questions
- If student qualifies for SNT only, student (and parents) has option to skip asset net worth questions
- If student does not qualify for Auto Zero EFC or SNT, student completes all remaining FAFSA questions
- COTW will detect if eligibility changes and prompt students to provide additional information

**Notes:**
Applicants notified that their school or the HHS programs may need them to answer all FAFSA questions 
If student qualifies for Auto Zero EFC, student (and parents) will be given the option to skip (unless the student is a resident of one of the states that needs the information) --
Income taxes paid and number of exemptions claimed
Worksheets A, B, C
Assets
If student qualifies for SNT only, student (and parents) can skip asset questions 
If student does not qualify for Auto Zero EFC or SNT, student must complete all remaining FAFSA questions
COTW will detect if eligibility changes and prompt students to provide additional information if needed

## FAFSA on the Webwww.fafsa.ed.gov

* **I completed the FAFSA on-line approximately 25 hours ago and I just received an e-mail that it has been processed, with a link to view my processed data.  I am truly impressed with the quick turn-around time.  *
* **This is a wonderful new site, I actually enjoyed going through the questions, they were so easy to read and complete. *
* **The way the application is laid out is wonderful.                   You almost can’t make a mistake.*
* **This is the best thing since sliced bread!*

**Notes:**
Here are some feedback quotes from our online FOTW survey and customer service survey. [Note:  Don’t read these, but mention that we collect feedback from students and these are just a few examples of the kinds of comments we have gotten – we MUST be doing a whole lot of things right!]

 I completed the FAFSA on-line approximately 25 hours ago and I just received an e-mail that it has been processed, with a link to view my processed data.  I am truly impressed with the quick turn- around time.  

 This is a wonderful new site, I actually enjoyed going through the questions, they were so easy to read and complete. 

 The way the application is laid out is wonderful. You almost can’t make a mistake.

 This is the best thing since sliced bread!

## FAA Applications

**Notes:**
As you know, many schools like to enter application data on behalf of their students.

In this next section, we will discuss changes our products that FAAs use to submit applications for their students. 

## FAA Access to CPS Online

- Newest Web application product for FAAs
- Implemented May 1, 2001
- Check status of batches
- View students’ SAR information
- On April 9, 2002, enhanced to allow FAAs to –
- Enter and submit FAFSA and Renewal FAFSA data
- Correct application data

**Notes:**
FAA Access to the CPS Online is the newest application product for FAAs
Implemented on May 1, 2001, enabling you to –
Check batch status
View your students’ SAR information
In April 2002, enhanced to allow schools to –
Enter and submit FAFSA and Renewal FAFSA application data
As we’ll discuss in a moment, FAA Access allows you to correct your applicants’ data as well.

## FAA Access to CPS OnlineEnhancements

- Renamed product to make its purpose clearer
- Reformatted and simplified application screens
- Less on-screen help text
- More use of scrolling to limit number of application pages
- Dependency Override field added after last dependency question

**Notes:**
We renamed the product to make its purpose clearer
In addition, we reformatted and simplified the application screens for easier entry
Less on-screen help text to work through
More use of scrolling to limit number of application pages 
Dependency Override field added after last dependency question so FAA can override dependency status, if warranted

## FAA Access to CPS OnlineEnhancements

- Signature Hold File –
- To receive automatically, must 		sign up
- Option to receive file –
- Continuously, or
- One-time only
- Due to extremely low usage, removed duplicate Renewal FAFSA print feature

**Notes:**
Signature Hold File –
To receive automatically, must sign up 
Option to receive file –
Continuously, or 
One-time only 
Due to extremely low usage, removed duplicate Renewal FAFSA print feature 

## FAA Access to CPS Online and EDExpress

- Schools will have ability to link to FAA Access --
- From within the view menu of EDExpress while in a student record
- EDExpress will launch the PCs default browser and bring up the FAA Access home page

**Notes:**
We’ve also enhanced EDExpress

While an FAA is in EDExpress at the Record Level, they can click on the Tool Bar for View and select FAA Access.  This will launch their internet browser.

Once the browser is launched and displays the FAA Access sign-on screen, the user will log in as usual.

## EDExpressEnhancements

- Apps
- Schools will be able to open a student record using either the Original SSN or Current SSN
- Global
- Schools will be able to --
- Send documents through e-mail to students
- Document tracking letters
- Award letters
- Other student letters
*New *Student Summary Report
- Float in student’s first or full name after the “Dear” in greetings of student letters

**Notes:**
Apps -- Schools will be able to open a student record using either the Original SSN or Current SSN
Since Common Origination and Disbursement used the “current” SSN to track students once the SSN has been updated, EDExpress will now allow a school to open a student record using either the Original SSN or the Current SSN.
Global -- Schools will now be able to send documents through email to students
Schools will be able to send the following types of documents to students through email:
Document Tracking Letters
Award Letters
User defined Letters
To use this new feature, schools will need to have access to an email server. 
Schools will now have the ability to “float” in the student’s first name or full name in the greetings of student letters.  
This change applies to letters that currently offer “salutations” as part of the setup.
Note:  If the letter does not currently have a “Salutation” built in as part of setup, then we cannot ‘float’ in a name.
Now Teri will come to the podium and discuss the Output Students receive, etc. . .

## Application Results:
 Receiving and Reviewing 
Applicant Data 

Students &
 Schools 

***Application Results:***
*** ******Receiving and Reviewing ***
***Applicant Data ***
**Students &**
** ****Schools **

**Notes:**
Teri starts here

## Student Output

**Notes:**
First, we’ll look into the output that students receive.  
As mentioned earlier, more and more student output is being received electronically.

## Response to Submitted FAFSANo E-mail Address Provided

| 
2003-04 | Paper Filers | Web, EDExpress Filers |
| --- | --- | --- |
| Type of Acknowledgement Received | Postcard
PIN Mailer
Paper SAR | PIN Mailer
Paper SAR Acknowledge-ment
 |

**Notes:**

As you can see in this chart, any student that filed, whether it be with paper, web, or EDExpress—without providing an email address—will receive a PIN mailer AND a paper SAR or SAR Acknowledgement.  
Of those students, only Paper filers will also receive a postcard, if they mailed on in with their FAFSA.

Web filers who do not provide all required signatures will receive a rejected, full paper SAR so that we can collect their signatures.

## Response to Submitted FAFSA Paper FAFSA, E-Mail Address Provided

- Students who file paper FAFSA and provide e-mail address will receive e-mails –
- With link to PIN
- With link to SAR
- If missing signatures, application immediately rejected and full paper SAR sent to student for signatures

**Notes:**
Students who file paper FAFSA and provide e-mail address will receive e-mails –
With link to PIN (if they don’t already have one)
With link to SAR
If missing signatures, application immediately rejected and full paper SAR sent to student for signatures

## Response to Submitted FAFSA Web Filer, E-Mail Address Provided

- Students who apply on the Web and provide e-mail address will receive e-mails –
- With link to PIN
- With link to SAR
- Web filers with missing signature(s) will receive --
- E-mail with link to FOTW where student can print signature page or sign electronically
- Full rejected paper SAR if all required signatures not provided within 14 days

**Notes:**
Students who apply on the Web and provide e-mail address will receive e-mails –
With link to PIN (if they don’t already have one)
With link to SAR
Web filers with missing signature(s) will receive --
E-mail with link to FOTW where student can print signature page or sign electronically
Full rejected paper SAR if all required signatures not provided within 14 days 
PIN and SAR e-mails for both paper and Web filers will include instructions to cut and paste URL in Web address field if clicking on link doesn’t work

## Paper Student Aid Report (SAR)

- 2003-04 SAR will be **YELLOW**
- SAR will follow the order of questions                       on paper FAFSA
- E-mail address is numbered and can be corrected on paper SAR
- Student ID barcode added to correction pages
- DRN moved to bottom left hand corner of SAR to eliminate confusion with EFC
- Statement added to page 2 that student must notify FAA if drug conviction status changes

**Notes:**
The 2003-04 paper SAR will be YELLOW
SAR will follow the order of the questions on the paper FAFSA

Some changes to the SAR include the following:

E-mail address will be a numbered and correctable field on the SAR
To decrease processing time of paper SAR, student ID barcode added
DRN was moved to the bottom left hand corner of SAR to eliminate confusion with EFC
Statement added to page 2 that student must notify FAA if drug conviction status changes

## SAR on the Web

- In addition to accessing SAR data via an e-mail message, students with PINs can view their SAR data on the Web by going to Student Access on the Web
- This applies to paper, Web, and EDExpress filers

**Notes:**
Remember that if email address is provided, student will get email with link to SAR information on the Web
In addition to accessing SAR data via an e-mail message, students with PINs can view their SAR data on the Web by going to Student Access on the Web
This includes paper, Web, and EDExpress filers

## SAR on the Web

- Will display full SAR comment text
- HTML and PDF printouts will be the same and will include all fields on paper SAR, including EFC
- Students can click on new ‘Make Correction’ button included in SAR comment text and go directly to Corrections on the Web

- Will refer students to NSLDS website for most current financial aid history information

**Notes:**
The SAR on the Web will display full SAR comment text, and both the HTML and PDF printouts will be the same.  
Printouts will include all fields on paper SAR, including EFC.
If a student needs to make a correction, he or she will be able to click on a new “Make Correction” button included in the SAR comment text to go directly to COTW.
Finally, the SAR on the Web will refer students to the NSLDS website for the most current financial aid history information.

## FAA Output

**Notes:**
Now we will move into the output that Financial Aid Administrators receive regarding their students.

## FAA Access to CPS OnlineStudent Inquiry Enhancements

- FAAs can view applicant data on the Web
- Improved Student Inquiry features --
- Student’s full name, name ID, and academic year displayed on all pages
- All FAA information will be included on SARs printed from FAA Access
- Will use text instead of codes for application flags in the FAA Information section

**Notes:**
Through FAA Access to the CPS online, FAAs can view student ISIR data on the Web
Improved Student Inquiry features -- 
Student’s full name, name ID, and academic year displayed on all pages 
All FAA information will be included on SARs printed from FAA Access
Will use text instead of codes for application flags in the FAA Information section

## Institutional Student Information Report (ISIR) 

- ISIR record layout will follow order of paper FAFSA questions, with exception of ‘Parent Marital Status Date’
- New values in FAFSA ‘record type’ for paper Spanish FAFSAs (value 55)
- Will add ‘field verify’ flags for 3rd Party Servicers
- When values questioned by CPS value were  “verified,” (same value was re-entered on a correction) or when value was corrected to a different value

**Notes:**
Now let’s talk about the ISIR.
ISIR record layout will follow order of paper FAFSA questions, with exception of ‘Parent Marital Status’
New values in FAFSA ‘record type’ for paper and Web Spanish FAFSAs (value 55)
Will add ‘field verify’ flags for 3rd Party Servicers
If CPS questioned value was “verified,” (same value was re-entered on a correction) or if value was corrected to a different value

## Discharge Flag –
Additional values added:
D	=	Death
R= 	Reaffirmed
C	= 	Conditional
P	=	Permanent
M=	Multiple
N	=	None
SAR ‘C’ Code will be set for all values except “N” and will use one generic comment for all conditions (comment 115)
Added Direct Loan PLUS MPN Flag, with same values as MPN Flag for student                borrowers

- Additional values added:
- D	=	Death
- R= 	Reaffirmed
- C	= 	Conditional
- P	=	Permanent
- M=	Multiple
- N	=	None
- SAR ‘C’ Code will be set for all values **except** “N” and will use one generic comment for all conditions (comment 115)
- Added Direct Loan PLUS MPN Flag, with same values as MPN Flag for student                borrowers

***ISIR******Financial Aid History Information***

**Notes:**
We have added additional values for the Discharge Flags –
D	=	Death
R 	=	Reaffirmed
C	= 	Conditional
P	=	Permanent
M	=	Multiple
N	=	None
SAR ‘C’ Code will be set for all values except “N” and will use one generic comment for all conditions (comment 115)
Added Direct Loan PLUS MPN Flag, with same values as MPN Flag for student borrowers

## Changed title of second section of NSLDS History to ‘Defaulted/Discharged Loan Detail Information’ 
Pell Grant Data – 
NSLDS will provide CPS                                with Pell ‘Attended’ instead                               of ‘Reporting’ school code
Deleted ‘Remaining Amount                              to be Paid’ field

- Pell Grant Data –
- NSLDS will provide CPS                                with Pell ‘Attended’ instead                               of ‘Reporting’ school code
- Deleted ‘Remaining Amount                              to be Paid’ field

***ISIR******Financial Aid History Information***

**Notes:**
Changed title of second section of NSLDS History to ‘Defaulted/Discharged Loan Detail Information’ 
Pell Grant Data – 
NSLDS will provide CPS with Pell ‘Attended’ instead of ‘Reporting’ school code
Deleted ‘Remaining Amount to be Paid’ field

## Loan limit edits –
Deleted separate edit when student  exceeds loan limits
Modified remaining edit to include both approaching and exceeding limits
Added new comment for postscreening reason codes 09 (exceeded subsidized limit) and 10 (exceeded combined limit)

- Deleted separate edit when student  exceeds loan limits
- Modified remaining edit to include both approaching and exceeding limits
- Added new comment for postscreening reason codes 09 (exceeded subsidized limit) and 10 (exceeded combined limit)

***ISIR******Financial Aid History Information***

**Notes:**
Loan limit edits –
Deleted separate edit when student  exceeds loan limits
Modified remaining edit to include both approaching and exceeding limits
Added new comment for postscreening reason codes 09 (exceeded subsidized limit) and 10 (exceeded combined limit)

## Will be implemented Jan. 13, 2003
Postscreening will be weekly
Postscreening reason codes –
Added capability to report up to 3 codes
Added new values:
11	=    No longer exceeds subsidized loan limit
12 	=    No longer exceeds combined loan limit
13	=    Change in discharge status

- Postscreening will be weekly
- Postscreening reason codes –
- Added capability to report up to 3 codes
- Added new values:
- 11	=    No longer exceeds subsidized loan limit
- 12 	=    No longer exceeds combined loan limit
- 13	=    Change in discharge status

***ISIR******NSLDS Postscreening Match***

**Notes:**
The NSLDA postscreening match will be implemented Jan. 13, 2003
Postscreening will be weekly
Postscreening reason codes –
Added capability to report up to 3 codes
Added new values:
11	=    No longer exceeds subsidized loan limit
12 	=    No longer exceeds combined loan limit
13	=    Change in discharge status

## In anticipation of IRS match, for dependent students we will -- 
Reject if both parent SSN fields are left blank or do not fall within valid SSN range
Reject is non-verifiable
To avoid or eliminate reject parent SSN must be provided
If parent is non-citizen, and does not have an SSN, must enter 000-00-0000 
Require one parent SSN and last name on Web applications

- Reject if both parent SSN fields are left blank or do not fall within valid SSN range
- Reject is non-verifiable
- To avoid or eliminate reject parent SSN must be provided
- If parent is non-citizen, and does not have an SSN, must enter 000-00-0000
- Require one parent SSN and last name on Web applications

***SAR and ISIR******New Rejects***

**Notes:**
Several new rejects have been added for –03-4, which will result in about a 2.5% increase overall in rejects.  This represents approximately 270,000 additional rejects. 
In anticipation of IRS match, for dependent students we will -- 
Reject if both parent SSN fields are left blank or do not fall within valid SSN range
This Reject is non-verifiable
To avoid or eliminate the reject, a parent SSN must be provided
If the parent is a non-citizen, and does not have an SSN, he/she must enter 000-00-0000 
Will keep warning edit for missing parent last name
If parent has only one name, he/she must enter it in last name field
Require one parent SSN and last name on Web applications

## Modifying current reject that applies               when taxes paid amount equals AGI – 
Non-verifiable
Expanded to include students and parents whose taxes paid amounts are GREATER than AGI 
Modifying current warning edit for ‘taxes paid is greater than 35% of AGI’ –
Verifiable
Taxes paid percentage increased to 40%

- Non-verifiable
- Expanded to include students and parents whose taxes paid amounts are GREATER than AGI
- Modifying current warning edit for ‘taxes paid is greater than 35% of AGI’ –
- Verifiable
- Taxes paid percentage increased to 40%

***SAR and ISIR******New Rejects***

**Notes:**
Modifying current reject that applies when taxes paid amount equals AGI – 
Non-verifiable
Expanded to include students and parents whose taxes paid amounts are GREATER than AGI 
Modifying current warning edit for ‘taxes paid is greater than 35% of AGI’ –
Verifiable
Taxes paid percentage increased to 40%

## 
New verifiable reject for students whose ‘Date of Birth’ does not match SSA
Will modify current reject A (applicants who are 75 years or older) and reject B (applicants who are 17 years old or younger) –
Will not reject if reported DOB matches SSA’s records, and SSN match flag is ‘4’
Will process, but reject, records for students who signed paper FAFSA prior to 1/1/03

- New verifiable reject for students whose ‘Date of Birth’ does not match SSA
- Will modify current reject A (applicants who are 75 years or older) and reject B (applicants who are 17 years old or younger) –
- Will not reject if reported DOB matches SSA’s records, and SSN match flag is ‘4’
- Will process, but reject, records for students who signed paper FAFSA prior to 1/1/03

***SAR and ISIR******New Rejects***

**Notes:**
New verifiable reject for students whose ‘Date of Birth’ does not match SSA
Will modify current reject A (applicants who are 75 years or older) and reject B (applicants who are 17 years old or younger) –
Will not reject if reported DOB matches SSA’s records, and SSN match flag is ‘4’
Will process, but reject, records for students who signed paper FAFSA prior to 1/1/03

## Database Matches

- Will not implement Prisoner’s 					Match in 2003-04
- INS Match:
- Will hold records for up to 3 compute cycles pending results of automated secondary confirmation before sending ISIR
- Procedure will affect ‘Processing Date’

**Notes:**
We will not implement the Prisoner’s Match in 2003-04
INS Match:  
Will hold records for up to 3 compute cycles pending results of automated secondary confirmation before sending ISIR
Procedure will affect ‘Processing Date’

## Correcting Application Information
Student Corrections &
School Corrections

**Student Corrections &**
**School Corrections**

**Notes:**
The next segment of the application section deals with correcting applications, from both the student and school perspective.

We’ll begin with student corrections.

## Making Corrections

- Students can still use paper SAR to correct application
- Better yet, students can use Web to correct application data

- Will prompt students to                                  carefully review and                                       update e-mail address

**Notes:**
Students can still use paper SAR to correct application. 
Better yet, students can use Web to correct application data!
Will prompt student to review and update e-mail address
Strengthened pop-up message that appears when student tries to correct transaction that resulted from a school’s correction 

## Student Web Corrections 

- Corrections on the Web processed ‘real time’ –
- CPS edits will be applied immediately
- ‘Official’ EFC will be provided instantaneously
- No match will occur with NSLDS, but postscreening match will be conducted no more than one week later
- ISIR will go out in daily batch transmission

**Notes:**
Corrections on the Web will be processed ‘real time’ – 
Explain how real time processing will work – only “real time” if record doesn’t have to go back for matching.  If only match is NSLDS, we won’t do NSLDS match and results will be returned immediately.
CPS edits will be applied to corrections
‘Official’ EFC will be provided instantaneously
No match will occur with NSLDS, but postscreening match will be conducted no more than one week later

## FAA Access to CPS OnlineWeb Corrections 

- FAA Access to the CPS Online corrections will be ‘real time’
- Correction screens reformatted for easier use
- Codes will appear next to fields so FAAs can tell which were changed
- An ‘#’ indicates field corrected on current transaction
- An ‘@’ indicates field corrected on earlier transaction

**Notes:**
As you are aware, FAAs can also perform corrections on a student’s behalf.  FAA Access to the CPS Online corrections will also now be ‘real time.’
The Correction screens were reformatted for easier use
Codes will appear next to fields so FAAs can tell which were changed–
An ‘#’ indicates field was corrected on most recent transaction 
An ‘@’ indicates field was corrected on an earlier transaction [find out more about this from Nina]

Need to say something about what schools can do with instantaneous results.

Also remember,students are not obligated to provide Financial Aid offices with copies of their SAR. 

## Other Changes and Noteworthy

**Notes:**
To wrap up the presentation, we will briefly mention some of the most noteworthy news for this upcoming award year.

## IRS Match

- Proposed legislation has been sent to Hill for consideration during this session of Congress

**Notes:**
HEA of 1998 authorized the ED to conduct an income match with the IRS
However, we learned that before we could actually conduct the match and receive income information for applicants and their parents, a corresponding change needed to be made to the Internal Revenue Code
Earlier this year, OMB, ED, and the Treasury Department/IRS began drafting legislative language amending the Internal Revenue Code to permit such a match. 
And, last month (early June 2002), legislative language was submitted to the Joint Committee on Taxation to consider during this session of Congress
We’re not sure whether the legislation will be passed before the end of this session of Congress, but we’re hopeful.  
We’ll keep you posted in the months to come.  

## Other News

- Retiring FAFSA Express
- Further improvements to verification selection criteria
- Mainframe Test System available once again
- Available mid-November
- Allows testing of application and correction 										data
- Participants must have TG number, 																			but not required to have federal school code

**Notes:**
In other news, 
We are retiring FAFSA Express at the end of this year.
We are also making further improvements to verification selection criteria
Mainframe Test System will be available once again
Available mid-November [?]
Allows testing of application and correction data
Participants must have TG number, but not required to have federal school code
Ginger will now come back to the podium and wrap things up.

## EDExpress—Pell/Direct Loan

- EDExpress schools will be full-participants in the Common Origination and Disbursement process for 2003-04
- Combo schools using EDExpress to create and transmit data to FSA in conjunction with another system
- Will still use the same flat files for External Add Import and Export and External Change

**Notes:**
Ginger starts here and wraps things up.
EDExpress Schools will be full-participants in the Common Origination and Disbursement (COD) Process for 03-04
The Pell Processing and Direct Loan Modules of EDExpress will export to COD all data in an XML format.  Thus all EDExpress Schools will become full-participants with COD.
schools will NOT need to learn XML, EDExpress will just export the files out of EDExpress in the XML format for you.
For combo schools using EDExpress to create and transmit data to FSA in conjunction with another system –
We are not changing the record layouts for External Add Import or Export or External Change
Except possibly for a few data elements that may be added or deleted
Schools will be able to take advantage of all the Web functionality that full-participants have with COD in 03-04
Schools should attend all sessions they can in the coming months on COD and take advantage of all training in COD 
While EDExpress has tried to minimize the change for schools, COD does bring a few changes to business processes and schools need to “educate” themselves about this. 

## EDExpress

- Important Release Dates:
- December, 2002 –   Application Processing
- December, 2002 –   Packaging Module
- March, 2003        –   COD Modules **(Pell/Direct Loan)**
- May, 2003           –   Quality Analysis Tool
- June, 2003	        –   Direct Loan Tools

**Notes:**
Important Release Dates:
December, 2002 – Application Processing 
December, 2002 – Packaging Module
In December we will release the Application Processing Module and the Packaging module as always
March, 2003 – COD Modules (Pell/Direct Loan)
COD Implementation is scheduled for March 24, 2003, and the Pell and Direct Loan Modules will be released in conjunction with that implementation
Direct Loan Tools – June, 2003
Version 3.0 of DL Tools will be released with added functionality to accommodate 03-04 rebuild as well as continue to have cash monitoring and compare
Quality Analysis Tool – May, 2003
Because we want to make QA Tool a tool for all schools to use to improve program integrity and schol verification processes, we are delaying release and considering renaming this product.  Watch for further information about this important product.

## Looking ahead...

- Working to create ISIR in XML format for the 2004-05 application processing year

**Notes:**
FSA is always thinking ahead!  
Currently, we are working to create ISIR in XML format for the 2004-05 application processing year

## Upcoming Conferences

- 2003-04 Application Processing Update Videoconference in October 2002
- Electronic Access Conferences:

- November 4-6
- Orlando, Florida

- December 3-6
- Las Vegas, Nevada

**Notes:**
Please make note of these upcoming events:
2003-04 Application Processing Update Videoconference on October 2002 – watch for an announcement about the specific date
Electronic Access Conferences:
Nov. 4-6 in Orlando, Florida
December 3-6 in Las Vegas, Nevada

## Questions?

- We appreciate your feedback! Send your questions and suggestions to:
**	****	****Email: fafsaweb@ncs.com**
**	****	****Phone: 1-800-433-3243**