# Presentation: 699829

## Session 18

- EDExpress Changes for the HERA and 2007-2008
- Maria Marella, U.S. Department of Education
-  Bob Martin, U.S. Department of Education

## Agenda – Putting the Pieces Together

- EDExpress Release Dates
- EDExpress 2006-2007 Release 3.0
- EDExpress 2006-2007 Release 4.0
- EDExpress 2006-2007 Release 5.0
- EDExpress 2007-2008 Release 1.0
- EDExpress 2007-2008 Release 2.0

## EDExpress 2006-2007 Release Dates

- EDExpress 2006-2007 Release 2.0 Enhancement
- August 11, 2006 (No longer available August 30)
- EDExpress 2006-2007 Release 3.0
- August 30, 2006
- EDExpress 2006-2007 Release 4.0
- December 2006
- EDExpress 2006-2007 Release 5.0
- April 2007

## EDExpress 2007-2008 Release Dates

- EDExpress 2007-2008 Release 1.0
- January 2007
- EDExpress 2007-2008 Release 2.0
- April 2007

## 2006-2007 Release 3.0 Overview

- Released August 30, 2006
- Direct PLUS Loan records for Graduate and Professional Students (Grad PLUS)
- Academic Competitiveness Grant (ACG)
- National Science and Mathematics Access to Retain Talent (National SMART) Grant
- Additional HERA Changes

## 2006-2007 Release 3.0Grad PLUS

**What happened to Release 2.0 Enhancement**
**Grad PLUS loans in Release 3.0?**
- Loan Type of “P” in Release 2.0 Enhancement
- Converted to Loan Type of “G” in Release 3.0

## 2006-2007 Release 3.0Grad PLUS

**Entry**
- Add loan type “G”
- “G” is EDExpress-only
- “P” in Loan ID
- Grade Level 6 or higher

## 2006-2007 Release 3.0Grad PLUS

## 2006-2007 Release 3.0Grad PLUS

- Import
- Loan Data – ISIR Import
- Select Loan Type to Create: G
- Loan Data – External Add/External Change
- Loan Identifier: P
- Import Type Code: GA
- MPN ID: N

## 2006-2007 Release 3.0Grad PLUS

- Reports
- Existing DL Reports include Grad PLUS data
- Added DL Reports specifically for Grad PLUS
- MPN – Grad PLUS
- Manifest – Grad PLUS
- List – Grad PLUS MPN
- Disclosure Statement – Grad PLUS
- Origination Record

## 2006-2007 Release 3.0Grad PLUS

**Query**
- Modified existing
- 	pre-defined queries
- Added new
- 	pre-defined queries

## 2006-2007 Release 3.0Grad PLUS

**File Format**
- Include _loan type_ field in File Format to distinguish Grad PLUS from PLUS loans in export file
- Added “Transaction # - DL” for CPS Transaction # on Loan

## 2006-2007 Release 3.0Grad PLUS

**Browse**
- Originations on Grad PLUS tab
- Actual Disbursements on Disbursements tab

## 2006-2007 Release 3.0 ACG

**Global**
- ED Initiated Message Class for ACG–ED2007OP
- Define using Tools|Setup|Global
- Import using File|Import|Global

## 2006-2007 Release 3.0 ACG

**Application Processing**
- ISIR Message Class for ACG-only corrections – IGAA07OP
- ISIR Comment Codes specifically for ACG are 268, 269, 270 & 271
- Pre-defined query for ISIR Comment Code 271

## 2006-2007 Release 3.0 ACG

**How do these pieces fit together?**
- ED2007OP & ISIR files
- IGAA07OP & other ISIR Message Classes

## 2006-2007 Release 3.0 ACG & National SMART Grant

**Entry**
- Select Grant Type
- ACG data elements
- National SMART Grant data elements
- Disbursement data elements (same as Pell)

## 2006-2007 Release 3.0 ACG

## 2006-2007 Release 3.0 National SMART Grant

## 2006-2007 Release 3.0 ACG & National SMART Grant

**Multiple Entry**
- Use Multiple Entry to update several records at one time for ACG or National SMART Grant

## 2006-2007 Release 3.0 ACG & National SMART Grant

**EDExpress Edits**
- Pell edits exist for ACG & National SMART Grant records as applicable
- ACG cannot exceed the maximum amount of $1,300
- National SMART Grant cannot exceed the maximum amount of $4,000
- Pell disbursement edits for correct number of days based on Funding Method not applied

## 2006-2007 Release 3.0 ACG & National SMART Grant

**Import**
- Origination Data – ISIRs
- Select Grant Type
- Can use query “ACG Comment Code”
- Origination Data – External (PGEO07OP)
- Record layout modified but total byte size unchanged
- Disbursement Data – External (PGED07OP)

## 2006-2007 Release 3.0 ACG & National SMART Grant

**Import**
- Electronic Statement of Account (ESOA)
- Imported and printed
- Not stored in EDExpress Database
- AGAS07OP
- SGAS07OP

## 2006-2007 Release 3.0 ACG & National SMART Grant

**Reports**
- Origination Record
- Origination List
- Disbursement List
- COD Disbursement edits also printed
- Select Grant Type for the above reports

## 2006-2007 Release 3.0 ACG & National SMART Grant

**What else can you do?**
- Data elements included in Query
- Create queries using Tools|Query|Pell
- Data elements exported to school system
- Create File Format setup using
- 	Tools|File Format|Pell
- Data elements viewed in Browse
- View using Tools|Browse|Pell

## 2006-2007 Release 3.0Additional HERA – Pell Calculations

**Setup/Entry/Edits**
- Pell “Weeks of Instructional Time in Program’s Definition of Academic Year” valid range modified
- Pell Methodology 4 range now 26 – 78
- Pell Methodology 2, 3, & 5 range remains 30 – 78

## 2006-2007 Release 4.0 Overview

- Scheduled for Release in December 2006
- Export ACG & National SMART Grant to COD
- Import COD Response for ACG & National SMART Grant

## 2006-2007 Release 4.0 ACG & National SMART Grant

**Export**
- Export ACG & National SMART Grant records to COD
- Use File|Export|Pell if “Combine DL & Pell” field **is not** selected
- Use File|Export|Pell *or *File|Export|Direct Loan if “Combine DL & Pell” field **is** selected
- Same message class (CRAA07IN) for ACG & National SMART Grant as for Pell & Direct Loan

## 2006-2007 Release 4.0 ACG & National SMART Grant

**Export**
- Identify ACG (A) & National SMART Grant (T) using Award ID in Select Records

## 2006-2007 Release 4.0 ACG & National SMART Grant

**Import**
- Use File|Import|Pell *or* File|Import|Direct Loan for COD Response
- Same message class (CRAA07OP) for ACG & National SMART Grant as for Pell & Direct Loan
- May also receive Web Response (CRWB07OP) if using COD Web site for origination changes and/or disbursements

## 2006-2007 Release 4.0 ACG & National SMART Grant

**View**
- Processed Edits...
- Edits received from COD
- Origination edits from Origination tab & Disbursement edits from Disbursement tab
- ED Flags...
- Concurrent Enrollment
- From Origination tab

## 2006-2007 Release 4.0 ACG & National SMART Grant

**Reports**
- List – Student Records in Document
- Will print as part of Pell program
- Identify using Award ID

## 2006-2007 Release 4.0 ACG & National SMART Grant

**Reports**
- List – Document Activity
- “Y” in the Pell column indicates the document includes one or more Pell, ACG, and/or National SMART Grant record(s)

## 2006-2007 Release 5.0 Overview

- Scheduled for Release in April 2007
- Export ACG & National SMART Grant Data Request files to COD
- Import COD Reports for ACG & National SMART Grant
- Loan Limits for Direct Loan Subsidized & Unsubsidized

## 2006-2007 Release 5.0 ACG & National SMART Grant

**Export**
- Data Request
- ESOA
- YTD
- MRR
- Reconciliation file
- AGRQ07IN
- SGRQ07IN

## 2006-2007 Release 5.0 ACG & National SMART Grant

**Import**
- COD Reports
- Data Request Response (AGRA07OP; SGRA07OP)
- YTD (AGYR07OP; SGYR07OP)
- MRR (AGMR07OP; SGMR07OP)
- Reconciliation Report (AGRC07OP; SGRC07OP)

## 2006-2007 Release 5.0 ACG & National SMART Grant

**Import**
- COD Reports
- Pending Disbursement Report (AGPD07OP; SGPD07OP)
- ED Comments (AGTX07OP; SGTX07OP)

## 2006-2007 Release 5.0 ACG & National SMART Grant

**Import**
- COD Response
- System-generated Negative Disbursement file will be applicable for ACG & National SMART Grant
- Same message class (CRND07OP) for ACG & National SMART Grant as for Pell

## 2006-2007 Release 5.0 Additional HERA – Loan Limits

**Entry**
- Entry edits will be modified for higher loan limits
- Effective for loans first disbursed on or after July 1, 2007

|  | Base Sub/Unsub | Additional Unsub |
| --- | --- | --- |
| 1st Yr Undergraduate | $3,500 | $4,000 |
| 2nd Yr Undergraduate | $4,500 | $4,000 |
| 3rd Yr & Beyond Undergraduate | $5,500 | $5,000 |
| Graduate/Professional | $8,500 | $12,000 |

## 2006-2007 Release 5.0 Additional HERA – Loan Limits

**Import**
- Loan Data – External Add & External Change
- Import higher loan limits using External Add or Change
- 	**Reminder**: First Disbursement Date must be on or after July 1, 2007 or COD will reject the record

## 2007-2008 Release 1.0 Overview

- Scheduled for Release in January 2007
- Updates due to annual changes to the FAFSA & ISIR
- Additional updates due to the HERA

## 2007-2008 Release 1.0 

**General EDExpress Updates**
- Cycle References & Message Classes will be updated for 2007-2008
- EDExpress splash screen will be yellow to match the 2007-2008 FAFSA & SAR

## 2007-2008 Release 1.0 Global

**Entry**
- Pacific Islander SSNs will have 13 as the 4th and 5th digits when a new Demo record is entered manually
**Import**
- Use Prior Year User-Defined Queries, Setup, and File Formats to import the value for the Global Security Users setup field “Enable 508 Grid Functionality?” from 2006-2007 EDExpress

## 2007-2008 Release 1.0 Application Processing

**ISIR Review/ISIR Print**
- Will combine 2006-2007 fields in 2007-2008
- “In addition to grants, are you interested in student loans (which you must pay back)?”
*and*
- “In addition to grants, are you interested in ‘work-study’ (which you earn through work)?”
*will be*
- “Interested in work-study or student loan?”

## ISIR Review/ISIR Print
Valid answers for “Interested in work-study or student loan?”
1 = Work-study 
2 = Loans
3 = Both
4 = Neither
5 = Don’t Know 

- Valid answers for “Interested in work-study or student loan?”
**1** = Work-study
**2** = Loans
**3** = Both
**4** = Neither
**5** = Don’t Know

**2007-2008 Release 1.0 ****Application Processing**

**Two** fields in 2006-2007 will be **one** in 2007-2008.

## 2007-2008 Release 1.0 Grad PLUS, ACG, National SMART Grant

**NSLDS Financial Aid History/NSLDS Print**
- NSLDS data for ACG, National SMART Grant, and Grad PLUS awards that are included in the NSLDS section of the 2007-2008 ISIR will display under View|NSLDS and print on the NSLDS report

## 2007-2008 Release 1.0 Additional HERA – ISIR Fields

**ISIR Review/ISIR Print**
- Will add ISIR fields due to the HERA
- New dependency status question “Are you on active duty in U.S. Armed Forces?”
- Ten new data elements related to any of the means-tested Federal benefits programs (5 student data elements & 5 parent data elements)

## Import
Packaging Data-ISIR Data
Answer to ISIR field “Interested in work-study or student loan?” will be used to determine selection of Award record fields

- Packaging Data-ISIR Data
- Answer to ISIR field “Interested in work-study or student loan?” will be used to determine selection of Award record fields

**2007-2008 Release 1.0 ****Packaging**

## 2007-2008 Release 1.0 Packaging

**Multiple Entry**
- Will be able to update “Interested in Student Loan” and “Interested in Employment” on multiple Award records at one time

**Interested in Student Loan will be added**

**Interested in Employment will be added**

## 2007-2008 Release 1.0  Additional HERA – Loan Limits

**Packaging Process**
- Packaging/Repackaging process will be modified to award subsidized & unsubsidized loans using higher loan limits
- Affects Aid Types S, U & D
- Effective for loans first disbursed on or after July 1, 2007
- If the loan has a first disbursement **before** July 1, 2007, the awards must be manually adjusted to the lower loan limit

## 2007-2008 Release 2.0 Overview

- Scheduled for Release in April 2007
- Updates due to changes to the COD Common Record Layout
- Additional updates due to the HERA

## 2007-2008 Release 2.0 Direct Loan – MPN Expiration Date

**Entry**
- Will be displayed on the DL Origination record
- Only updated by the COD Common Record import

## 2007-2008 Release 2.0 Direct Loan – MPN Expiration Date

**Where else can you see the MPN Expiration Date?**
**Print**
- Will be printed on the Origination Record and MPN Lists for all loan types
**Query/Browse/File Format**
- Will be added to DL Query, Browse, & File Format functionality

## 2007-2008 Release 2.0 ACG & National SMART Grant

- Import
- Electronic Statement of Account (ESOA)
- Imported and stored in the EDExpress database
- To print go to File|Print|Pell|ESOA & choose Grant Type
- AGAS08OP
- SGAS08OP

## 2007-2008 Release 2.0 ACG & National SMART Grant

**Reports**
- Will be able to print separate reports for each grant type, ACG, National SMART Grant, & Pell Grant
- Edits by Student – Origination
- Edits by Student – Disbursement
- List – Processed Disbursement Year-to-Date
- List – Disbursement Activity Summary
- SSN/Name Differences
- Go to File|Print|Pell and choose Grant Type

## 2007-2008 Release 2.0 ACG & National SMART Grant

**Reports**
- Student Summary report will print ACG & National SMART Grant award information for the student within the Pell Grants section
- Identify ACG (A) and National SMART Grant (T) records using Award ID

## 2007-2008 Release 2.0 ACG & National SMART Grant

**Reports**
- List – Student Records in Document
- Will be identified as ACG or National SMART Grant rather than as part of the Pell program

## 2007-2008 Release 2.0 ACG & National SMART Grant

**Reports**
- List – Document Activity
- Columns for ACG & National SMART Grant will be added to indicate the inclusion of those types of grant records in a COD Common Record document separately from Pell Grant records

## 2007-2008 Release 2.0 Additional HERA – Origination Fee %

**School Setup**
- Sub/Unsub Loan Fee Percentage default at 2.5%
- Effective for loans with 1st disbursement on or after July 1, 2007

## 2007-2008 Release 2.0 Additional HERA – Loan Limit

**Entry Prep Coursework/Teacher Certification**
- Flag will be added to origination record to indicate additional unsubsidized amount is for prep coursework/teacher certification
- Will only be able to select flag if the College Grade Level on the loan is 5
- Will not be able to select additional unsubsidized flag for Health Professions Programs and for prep coursework/teacher certification at the same time

## 2007-2008 Release 2.0 Additional HERA – Loan Limit

**Entry Prep Coursework/Teacher Certification**
- Increase from $5,000 to $7,000 for additional unsubsidized loan
- Max amount for base subsidized/unsubsidized & additional unsubsidized is $12,500
- Entry edit will be added to allow for increased loan limit

## 2007-2008 Release 2.0 Additional HERA – Loan Limit

**Import Prep Coursework/Teacher Certification**
- Loan Data – External Add/Change
- Will be able to add a loan with the flag selected using External Add
- Will be able to modify the flag using External Change
**Export Prep Coursework/Teacher Certification**
- Flag included on COD Common Record

## 2007-2008 Release 2.0 Additional HERA – Loan Limit

**Print Prep Coursework/Teacher Certification**
- Origination Record
- The flag will print for an unsubsidized loan
- List – Loan Eligibility
- A “Y” will print for an unsubsidized loan if the flag is selected on the loan

## 2007-2008 Release 2.0 Additional HERA – Loan Limit

**Where else can you see the flag for **
**Prep Coursework/Teacher Certification**?
**Query/Browse/File Format**
- Will be added to Direct Loan Query, Browse, & File Format functionality

## Help for the HERA in EDExpress

- Four help topics provide detailed information & guidance:
- “Academic Competitiveness Grant (ACG)
- “National Science and Mathematics Access to Retain Talent (SMART) Grant”
- “Graduate and Professional Student PLUS Loan (Grad PLUS)”
- “Other HERA Changes Overview”
- Select Help|Help Topics,** **select the Index** **tab, & type the name of the topic you want to view

## CPS/SAIG Technical Support 

- We appreciate your feedback and comments.
- We can be reached at:
- Phone:  800/330-5947
- TDD/TTY services:  800/511-5806
- E-mail:  _CPSSAIG@ed.gov_
- Representatives are available Monday through Friday, 7 a.m. to 7 p.m. (CT)