# Presentation: 799673

## Session #15

- EDExpress Update
- Maria Marella, U.S. Department of Education
- Bob Martin, U.S. Department of Education

**Notes:**
1.)  Welcome and introductions
Bob Martin, PC and Web Products Manager for FSA
Amy Akers, Senior Project Director for EDExpress
Matt Kain, Senior System Architect for FSAs Web Applications

2.)  Evaluations
3.)  We will take questions at the end of the presentation.  We will also open a discussion at the end of the presentation about the future of EDExpress.

## Agenda	

- 2007-08 products
- 2008-09 products
- Discussion

**Notes:**
We’re first going to cover the updates we’ve made this fall to EDExpress for  2007-2008.  Then we will move on to 2008-2009.  As you may have heard, FSA has added a new color to the rotation for 2008-2009, which is orange.  Pink has been removed from the rotation.

## 2007-08 PC Products	

- 4 **EDExpress** Releases
- Mostly HERA related changes
- Release 3.0
- implemented May 18
- Release 3.1 (Service Release)
- implemented October 19
- 1 **DL Tools** Release (v7.0)

**Notes:**
To date, for 2007-2008, we have had four EDExpress software releases.  The first two were Releases 1.0 and 2.0.  Release 1.0 was our usual release for the Global, Apps and Packaging modules, while Release 2.0 covered Direct Loan, ACG and the National SMART Grant.  

Release 3.0 became available last May, and Release 3.1, a service release, was released earlier this month.
Direct Loan Tools Release 7.0 was posted in July 

## 2007-08 EDExpress     Release 3.0

- Global and Pell Updates
- Pell Regular & Alternate Schedules
- Pell originations imported from Packaging
- Packaging Updates
- Calculations, Low Tuition field, Query
- User Documentation Updates
- Help Text, COD Tech Ref, Packaging Tech Ref, ISIR Guide, EDE Tech Ref, Desk References and Cover Letter

**Notes:**
Do we have any schools that process Pell using low tuition and fees codes in EDExpress?

3.0,  released on May 18th, contained updates to the Pell regular and alternate payment schedules, as established by the Revised Continuing Appropriations Resolution signed by the President back on February 15th.  

More recently, the alternate schedules have since been eliminated by the College Cost Reduction Act of 200y, signed back on September 27th.  
For our EDExpress Packaging users, we updated the Pell calculations, the low tuition field and query to accommodate these changes.

As always, we modified all applicable user documentation with these changes.

## Direct Loan Tools Release 7.0    

- Covers the 2005-2006; 2006-2007 and 2007-2008 Award Years
- 2007-2008 Year cycle added
- 2004-2005 Year cycle removed
- Usual rollover of dates
- Software
- Help Text
- User documentation

**Notes:**
Direct Loan Tools Release 7.0 was posted to FSA Download on July 6.  Users can use 7.0 to assist with reconciliation and cash management for the cycle years 2005-2006, 2006-2007 and 2007-2008.

How many Direct Loan schools do we have in attendance today?

Turn it over to Bob to cover the 3.1 changes.

## 2007-08 EDExpress Release 3.1

- PLUS MPN changes
- Grad PLUS MPN changes
- Modified TG#’s to accommodate alpha/numeric characters

**Notes:**
Users should begin using the new Notes as soon as possible

## Release 3.1 - MPNs	

- New PLUS MPN
- Prints field labels and values (non-label version)
- Order from ED Pubs at _[http://www.fsapubs.org/](http://www.fsapubs.org/)__ _
- You may begin using the new MPN at this time

## Slide 8

## Slide 9

## Release 3.1 - TG #’s

- Newly assigned TG#’s will contain alphanumeric value in third character
- Current:  TG12345
- Future:    TG**A**2345
- Current TG #’s will not be affected

## Release 3.1 - TG #’s

## Release 3.1 - TG #’s

## 2008-09 PC Products

- Minimal changes
- Global
- Apps
- Pell (Grants)
- Direct Loan
- Direct Loan Tools (v8.0)

**Notes:**
Bob’s slide; he will turn it back over to me for slide #s 14-28

## 2008-2009 - Global and Apps

- Global
- Pacific Islander SSNs entered manually
- 888-**15**-9999
- Apps
- “Signature Reject EFC”
- new ISIR field
- not stored in or printed by EDExpress

**Notes:**
For our schools that serve students from the Pacific Islands, we have updated the 4th and 5th digits that are used for manually entering these SSNs into EDExpress.  
We have also added a Signature Reject EFC, at the request of many state agencies.  This is an unofficial EFC that state agencies can use for estimated award information when the student has a SAR rejected for lack of signature.  
EDExpress does not print or store this EFC so that there can be no confusion among FAAs that this is a rejected ISIR, that cannot be used for awarding or disbursing.

## 2008-2009 - Apps

- ISIR - Label & Value Changes; New Fields
- “Are you Male?” now “Male or Female?”
- “High School Diploma or GED Received?” now “High School or Equivalent”
- 1 (High School Diploma);
- 2 (GED)
- 3 (Home Schooled)
- 4 (Other)
- “FAA Adjustment” now “Professional Judgment”
- 4 additional school codes
- ISIR Review, Apps-Query, Apps-File Format
- Not printed on ISIR

**Notes:**
We have changed some labels on the ISIR in the Apps module of EDExpress.  These changes match changes that have also been made to FAA Access to CPS Online. 
“Are you male” is now “Male or Female?”, with response choices of male or female.
“High School Diploma or GED Received” has been changed to “High School or Equivalent”, to accommodate the four responses of:  HS Diploma, GED, Home Schooled or Other.
“FAA Adjustment” has been changed to “Professional Judgment”, to reflect the most common term used among FAAs

The four additional school codes and housing choices that have been added to the online applications (FOTW, FAA Access) can be imported into EDExpress and viewed on ISIR Review, but they will not print on the ISIR itself.  Only the first six choices will continue to print on the ISIR.  These additional school codes will also be available in the File Formats and Query.

## 2008-2009 - Apps

- ISIR – New fields and values
- Reject Override 4 - Marital Status
- Reject Override 20 - Non-Filers
- Transaction Data Source/Type Codes
- 2Q & 4Q (Web & Paper Spanish Correction)
- 7R & 7T (English & Spanish FAFSA4caster Renewal Application)
- Application Data Source/Type Code
- 7R & 7T (English & Spanish FAFSA4caster Renewal Application)

**Notes:**
A couple of new Reject Override codes have been added to CPS for 2008-2009.  Both rejects can be overridden by an FAA in FAA Access.

The first is Reject 4.  A student will hit this reject if the marital status date on the application is greater than the date the application was signed.  This means that if a student attempts to indicate that they “will” be married later in the year, or if the student attempts to correct their marital status on a subsequent application, the SAR/ISIR will reject.  An FAA will be able to override the reject if the student response is actually correct.

The second is Reject 20.  This reject will appear if a student has indicated they have not/will not file a 2007 Federal Income Tax form, but their income exceeds the IRS requirements for filing.  We hope that this reject will remove some of the responsibility from the FAAs having to “police” students when it appears that a tax return should have been filed.  An FAA will also be able to override this reject if the student response is correct.

We have added additional Transaction and Application Data Source type codes to accommodate Web and Paper Spanish Corrections and English and Spanish renewal applications resulting from FAFSA4caster. 

## 2008-2009 - Apps

- NSLDS View & Print – New fields/renamed fields for Loans
- “Subsidized Loan Limit Flag” now “Graduate Subsidized Loan Limit Flag”
- “Combined Loan Limit Flag” now “Graduate Combined Loan Limit Flag”
- Added “Undergraduate Subsidized Loan Limit Flag”
- Added “Undergraduate Combined Loan Limit Flag”
- Added “Fraud Loan Flag”

**Notes:**
On the NSLDS View tab, and the printed ISIR, there are some new and updated field names for some loan flags.

SUB Loan Limit Flag is now “Graduate SUB Loan Limit Flag”
Combined Loan Limit Flag is now “Graduate combined loan limit flag”

We have added an “Undergraduate Subsidized Loan Limit Flag”, and “Undergraduate Loan Limit flag” and a “Fraud Loan Flag”. 

## 2008-2009 - Apps

- NSLDS View & Print –New fields/renamed fields for Grants
- ACG & National SMART Grant
- “College Year” now “Academic Year Level”
- “Scheduled Award Amount”
- “Percent Eligibility Used by Scheduled Award”
- “Award Year”
- “Total Percent Eligibility Used by Academic Year Level”
- Pell Grant
- “Percent Scheduled Award Used” now “Percent Scheduled Award Used by Award Year”
- “Sequence Code” (Currently not populated)

**Notes:**
Continuing with NSLDS View and Print changes, “College Year”  has been renamed to “Academic Year Level” for ACG and National SMART Grants

We have added the following data fields for ACG and SMART:
Scheduled Award Amount, 
Percent Eligibility Used by Scheduled Award, 
Award Year and
Total Percent Eligibility Used by Academic Year Level

We have also added “Sequence Code” for Pell, although it will not be populated at this point – perhaps in the future, and
Percent Scheduled Award Used is not “Percent Scheduled Award Used by Award Year” (Tammy, Sally, does RTS 6.10 affect this slide?)

## 2008-2009 - Pell (Grants)

- Reporting and Attended Pell ID now yellow to indicate they are required on add window
- “College Year” now “Academic Year Level” for ACG and National SMART Grant

**Notes:**
There are no changes to the Packaging module for 2008-2009, so we will move to the Pell module.

The first change is that we have shaded the reporting and attending IDs yellow to indicate that they are required fields for all 3 grant types.  

The term “College Year”, displayed on the ACG and National SMART Grant screens, has been changed to “Academic Year Level”

## 2008-2009:  Pell (Grants)

- Import External Add/Change file
- First name required if last name is not present
- Last name required if first name is not present

**Notes:**
The origination external add/change file (for Pell, ACG and SMART) has been updated to require either a first or a last name for the student.

## 2008-2009:  Pell (Grants)

- Origination edits added for ACG and National SMART Grant
- ACG only allowed for grade levels 0, 1 and 2
- National SMART Grant only allowed for grade levels 3 or 4
- ACG and National SMART Grant records can only be created if the citizenship status is '1' or blank

**Notes:**
We understand that FAAs were frustrated in 2006/2007 and 2007/2008 with the lack of edits in EDExpress, allowing FAAs to save and export origination records that would be rejected at COD.  So, we have added some new origination edits for ACG and SMART Grants in 2008-2009. 
You will only be allowed to originate an ACG for a student whose “Academic Year Level” is 0, 1 or 2

You will only be allowed to originate a SMART Grant for a student whose “Academic Year Level” is three or 4.

In order to originate either an ACG or a SMART Grant, the citizenship status on the demo tab must be “1” or blank.

## 2008-2009:  Pell (Grants)

- Origination edits added for ACG and National SMART Grant
- Maximum allowed for ACG grade levels 0 and 1 is $750
- Maximum allowed for ACG grade level 2 is $1300
- HS Program Code required for Eligibility/Payment Reason Code 01

**Notes:**
The maximum amount a user can originate an ACG for Academic Year Level 0 or 1 is $750, and the maximum for Grade Level 2 is $1300.

The maximum amount for a SMART Grant remains $4000.

If the user selects Eligibility/Payment Reason Code 01 when originating an ACG, a high school program code will be required to originate.

## 2008-2009:  Pell (Grants)

- Disbursement edit added for ACG and National SMART Grant
- System date must be within 7 days of the actual disbursement date in order to be saved in EDExpress for all funding method types

**Notes:**
We have also added disbursement edits for the ACG and SMART Grants.  An actual disbursement cannot be saved if the actual disbursement date is more than 7 days prior.

## 2008-2009 - Pell (Grants)

- Grant type (Pell, ACG, National SMART Grant)
- Query
- Browse (originations & disbursements)
- File Formats
- Student’s first and last name will display in Pell, ACG and National SMART Grant Multiple Entry select records grid

**Notes:**
We have added the choice of grant type for these functionalities.  If you select Query, Browse or File Formats, you will be able to choose which grant(s) to work with or display.

We have updated the Multiple Entry Select Records Grids in Pell, ACG and SMART to display the student’s first and last name.

## 2008-2009 - Pell (Grants)

- ESOA Print Report changes
- Report labels updated to more accurately describe the data provided
- “Pell Reporting School Identifier” will replace “Pell School Number”
- “Entity Identifier” will replace  “Common School Identifier”

**Notes:**
We have changed the label names for a couple of fields on the ESOA for all three grant types.  

“Pell School Number” is now called “Pell Reporting School Identifier”

Common School Identifier is now called “Entity Identifier” 

## 2008-2009 - Pell (Grants)

- YTD Report changes
- COD has updated the YTD Report to include the following fields
- Percent Eligibility Used by Scheduled Award
- Total Percent Eligibility Used by Academic Year Level
- ACG Scheduled Award & National SMART Grant Scheduled Award

**Notes:**
COD has updated the YTD report for grants to include these fields:

Percent Eligibility Used by Scheduled Award (all three grants)
Total Percent eligibility Used by Academic Year Level (all three grants)
ACG Scheduled Award
National SMART Grant scheduled award

As you can see from the next slide (TRANSITION TO NEXT SLIDE), 
These fields will be imported in the YTD file but not stored in EDExpress, nor will they be used in any compare or print functionality

## 2008-2009 - Pell (Grants)

- YTD Report changes
- EDExpress will import the updated YTD file
- EDExpress will not store these fields or print them on the report
- EDExpress will not use these fields in the YTD Compare

## 2008-2009 - Pell (Grants)

- MRR Report Changes
- COD has updated the MRR Report to include the following field
- Percent Eligibility Used by Scheduled Award
- Will print on the MRR Report

**Notes:**
COD has updated the MRR to include the
Percent Eligibility Used by Scheduled Award 
for all three grants

This field will print directly on the report.

## 2008-2009 - Direct Loans

- Updated Award Begin/End dates and Academic Year Start/End dates
- CSB/DLSS message classes now non-cycle specific
- DECFENOP (Entrance Loan Counseling)
- DLFFEXOP (Exit Loan Counseling)
- ED04DQOP (Borrower Delinquency)

## 2008-2009 Fee Percentage

**Notes:**
Add prior year import will reset the fee to 2.5
Loans first disb prior to 7/1 should be 2.5

## 2008-2009 Fee Percentage

-  Sub/Unsub loan fee **2.0%** for all loans disbursed **on or after July 1, 2008**
- Sub/Unsub loan fee **2.5%** for all loans disbursed **prior to July 1, 2008**
- When importing Direct Loan setup information during a **prior-year import**, the fee will update to **2.5%**

**Notes:**
Add prior year import will reset the fee to 2.5
Loans first disb prior to 7/1 should be 2.5

## Changing Fee Percentage

- IF
- Origination status is **A** (Accepted) ***and,***
- Loan has incorrect fee percentage ***and,***
- There are **no accepted actual disbursements**
- THEN
- Change the fee percentage to the correct percentage depending on the date of the first disbursement

## Changing Fee Percentage

**To Change the Loan with no accepted Actual Disbursements:**
- Zero-out the accepted loan record; submit change to COD System; receive acceptance of change from COD System
- Change fee percentage to the correct amount, re-enter the Loan Amount Approved and **Save**
- Click **Yes** on Prompt to Recalculate Anticipated Disbursements
- Change the first anticipated disbursement date to correspond to the Fee Percentage and click **Save**.

## Changing Fee Percentage

- IF
- Origination status is A (Accepted) ***and***,
- Loan has incorrect fee percentage ***and***,
- There **is** **an accepted first actual disbursement**
- THEN
- Change the fee percentage to the correct percentage depending on the date of the first disbursement

## Changing Fee Percentage

**To Change the Loan with an accepted first Actual Disbursements:**
- Zero-out the accepted first actual disbursement record; submit adjustment to COD System; receive acceptance of adjustment from COD System
- Reduce Loan Amount Approved to zero; mark the loan inactive; submit change to COD System; receive acceptance of change from COD System
- Create and originate an entirely new loan with the correct fee percentage

## 2008-2009 - Direct Loans

- Additional Unsub Indicator Flag (checkbox)
- was optional in Common Record to COD;
- will now be _***mandatory***_
**March 2008:**  Must have Accepted MPN on file at COD, or disbursement will reject

## 2008-09 - Direct Loans PPCI Flag

- IF
- PPCI Flag is checked, but
- Additional Unsub ***is not*** checked (no PLUS denial),
- THEN
- grade level 5 maximum Unsub eligibility is $5500

## 2008-09 - Direct Loans PPCI Flag

- IF
- Both Additional Unsub flag and PPCI flag are checked
- THEN
- Maximum eligibility increases to $12,500
- EDExpress ***will not*** edit on the lesser amount
- COD system ***will*** edit on the lesser amount

**Notes:**
be certain of your award amount or your records will reject.

## HERA Help Topics 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

## Direct Loan Tools Release 8.0    

- Covers the 2006-2007; 2007-2008 and 2008-2009 Award Years
- 2008-2009 Year cycle added
- 2005-2006 Year cycle removed
- Usual rollover of dates
- Software
- Help Text
- User documentation

## Direct Loan Tools Release 8.0

- Three new fields added to the Rebuild file:
- Additional Unsub for Dependent Student Indicator
- Preprofessional Coursework Indicator Flag
- MPN Expiration Date

## EDExpressWhere Do We Go From Here?

## Contact Information

- Phone:  800/330-5947
- TDD/TTY services:  800/511-5806
- E-mail:  _[CPSSAIG@ed.](mailto:CPSSAIG@ed.gov)__[gov](mailto:CPSSAIG@ed.gov)_
- Representatives are available Monday through Friday, 7 a.m. to 7 p.m. (CT)

- We appreciate your feedback and
- comments. We can be reached at: