# Presentation: 712585

## Session #C-15

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

**Notes:**
Good afternoon, and welcome.  Thank you for coming.

This is session #15; the EDExpress Update

My name is Maria Marella, I am the FSA Team Lead for the Grants in EDExpress.

My co-presenter is Jody Sears; Jody is the PC Products Manager for FSA.

Also with us is Amy Akers; Amy is the Senior Project Lead for the EDESuite of products at CPS.

Just a reminder; please submit your session evaluations before you leave; we really do look at all of them, and we really value your feedback.

This session is geared towards EDExpress users with some experience; we will only be covering a few basics about using the software for DL and TEACH.  If you do have questions about using EDExpress on your campus, or how to use EDExpress to do something specific, the CPS computers in the PC Lab all have the EDExpress software installed on it and your questions can be answered there.

We worked on updating this presentation up through COB on Friday October 24th, although the presentations had to go to print, for your binders, back in August.  Therefore, some of the screens in your binder will not match what is displayed on the screen – but the differences, for the most part, are minor.

Today we will be covering 2008-2009 EDExpress Release numbers 4 and 5, and then we will jump into 2009-2010.

Jody will be going over the updates and changes to Release 1.0, and I will be going over Release 2.0 and Direct Loan Tools Release 9.0.

For those attendees who do not process Direct Loans at their schools, please remember that Release 2.0 includes 2 Grants modules and the Direct Loan module; we cannot do an EDExpress update session without including information on all three modules.  This means that you will have to sit through some Direct Loan updates in order to hear the grants updates.

After that, for those who are interested in using EDExpress to originate TEACH Grants, I will be walking through some very basic steps in using EDExpress to process TEACH Grant Originations and Disbursements.

Finally, at the end, for those of you thinking switching to the Direct Loan Program, and using EDExpress, Jody will go over some DL basics in EDExpress.

Please feel free to ask any questions you have during the session.  We will need you to speak loudly, so that we can hear the question at the front of the room, or we may ask you to use the dreaded microphone.

Now, let’s get started...

## Agenda

**Agenda**

- 2008-2009 EDExpress Releases 4.0 & 5.0
- 2009-2010 Product Updates
- TEACH Grant Functionality
- Tips and Tricks for new Direct Loan Users

**Notes:**
Screen shot is of next available Windows release for 2008-2009 (Release 4.0), and the color green, same as the FAFSA and SAR, is the new color to be used for the splash screen in EDExpress 2009-2010.

## 2008-09 Upcoming EDExpress Releases	

**2008-09 Upcoming EDExpress Releases****	**

- Release 4.0 due in January 2009
- Functionality to include
- TEACH Grant Reports from COD
- Additional EDExpress Reports for TEACH
- Release 5.0 due in March 2009
- Functionality to include
- TEACH Rebuild
- ATS Discharge Report

**Notes:**
We have two more releases coming out for 2008-2009, and most of the functionality in each of these releases will be related to processing of the TEACH Grant.  

## 2008-09 EDExpress Release 4.0	

**2008-09 EDExpress Release 4.0****	**

- TEACH Reports Available for Import from COD
- Multiple Reporting Record (THMRxxOP)
- SSN/Name/DOB Differences (THSNPFOP)
- School Account Statement (SAS)
- THSMxxOP – Monthly file
- THSYxxOP – Year to Date (YTD)
- Inactive TEACH Grant Report (THIGPFOP)
- Pending Disbursement Report (THPDxxOP)

**Notes:**
MRR will notify of concurrent enrollment
SSN/Name/DOB Report is non-cyclical

The new reports from COD contained in Release 4.0 are:  

MRR, with concurrent enrollment notification
SSN/Name/DOB Differences Report (non cyclical)
TEACH SAS (similar to a DL SAS)
Inactive TEACH Grant Report
Pending Disbursement Report 

And the new message classes will be added to file management in Release 4.0

## 2008-09 EDExpress Release 4.0	

**2008-09 EDExpress Release 4.0****	**

- Additional TEACH Grant Reports available
- List - Processed Disbursements YTD
- List – Disbursement Activity Summary
- Edits by Student - Origination
- Edits by Student – Disbursement
- List – TEACH Status
- Student Summary (TEACH Grant to be added)
- SSN/Name Differences

**Notes:**
Release 4.0 will also contain these EDExpress TEACH Reports:

List Processed Disbursement – YTD
List Disbursement Activity
Edits by Student – Origination
Edits by Student – Disbursement
List - TEACH Status Report
Student Summary
SSN/DOB Differences Report

The “List-TEACH Disbursement Activity Summary” lists TEACH Grant Records where the actual disbursement amount is less than the Grant Records Origination Amount.

The “List-TEACH Status report” will allow the user to print a list of statuses and actual disbursements of booked and unbooked TEACH Grant records (similar to the DL Status report) 

## 2008-09 EDExpress Release 4.0	

**2008-09 EDExpress Release 4.0****	**

- Direct Loan ECASLA Changes
- Unsubsidized Annual Loan Limits increased for dependent and independent undergraduates
- Loan limit edit disabled with DLL patch posted on 7/14/2008 for Release 3.0
- Loan limit edit #1055 removed in Release 4.0 and forward
- Effective for loans first disbursed on or after 07/01/2008
***Packaging*** Module will continue to package at pre-ECASLA loan limits

**Notes:**
As a result of ECASLA, Unsubsidized Annual Loan Limits for undergraduate students increased by $2000 for loans first disbursed on or after July 1, 2008.

To accommodate this change, the loan limit edit in EDExpress has been removed for Release 4.0

The Packaging Module will continue to package undergraduate unsubidized loans at pre-ECASLA loan limits, but users can manually increase loan limits and import them into the DL module.

## 2008-09 EDExpress Release 5.0	

**2008-09 EDExpress Release 5.0****	**

- TEACH Grant Updates
- TEACH Rebuild (THRBxxOP)
- Print all
- Compare and print exceptions
- Rebuild all
- ATS Discharge (ATSDISOP)
- Release expected in March 2009

**Notes:**
Release 5.0 is all about the TEACH Grant

The TEACH Rebuild, similar to the Pell YTD rebuild file, will be included, as well as the ATS Discharge report.

Note that the TEACH Rebuild Message class is THRB, not THYR, as stated in your handouts.

Message class file will be updated in the global module

## 2009-10 EDExpress Release 1.0	

**2009-10 EDExpress Release 1.0****	**

- Global Module
- All Cycle Year references and date ranges updated
- Pacific Islander SSNs entered manually
- 888-_**17**_-9999

**Notes:**
As most of you are aware, EDExpress must do cycle year changes for each module every year.  That means that things like Message Class names for importing and export from each module are update with the correct year reference in the name, cycle year references at the top of reports, or field edits for things like the valid values for DOB are updated.  
Another “roll over” update we do each year is increment the “middle” numbers in the PI student “pseudo” SSN.  For 2008-2009, EDExpress used “15” for Pacific Islander students, but in 2009-2010 we incremented the number to “17”...we gave “16” for FAFSA4caster use.

## 2009-10 EDExpress Release 1.0	

**2009-10 EDExpress Release 1.0****	**

- Global Module
- Letters updated to mask first 5 digits of student SSN
- Document Tracking Letter
- User-Defined Letters

**Notes:**
EDExpress implemented a new requirement to mask the first 5 digits of a student’s SSN that print on letters in order to better protect personally identifiable information.  
For the Global Module, you’ll see that the Document Tracking Letter and the User Defined Letters (if you use them) will mask the first 5 digits in the students SSN that appears on the letter.

## 2009-10 EDExpress Release 1.0	

**2009-10 EDExpress Release 1.0****	**

- App Express Module
- All cycle year references and date ranges updated
- Questions added for Dislocated Workers
- Q.85 (Parent) and Q.103 (Student)
- Question added to collect parents’ e-mail address (Q.71)
- Updates to accommodate revised worksheets, data collection and re-ordered questions
- Updates to display individual elements from Worksheets A and B
- Q.94-95 (Parent) and Q.46-47 (Student)

**Notes:**
In addition to the regular cycle year references we must make every year for the Apps Module, we had to accommodate all the the changes that were made with the ISIR for 2009-2010 (as a result of the FAFSA redesign) such as:
adding several new questions
changes the order of questions (28-31 and Step 4 parent Qs)
substantial changes to the format of the worksheets
updates to the field values for certain questions, etc.  
To get more information about all the changes to the SAR/ISIR for 2009-2010, please see the ISIR Guide posted on fsadownload.ed.gov.
All of these changes mean that EDExpress had to make adjustments to the Apps module ISIR Print, View, Query, Browse, and File Format functions in the Apps Module  
The next few slides will highlight the changes that EDExpress has made.  
The ISIR now includes fields and values for the new Dislocated Workers question for both student and parents.
We removed Worksheets A, B and C from the FAFSA for students and parents.  
The untaxed income which was formerly collected on Worksheet A has been eliminated (CCRAA) and we incorporated the questions that were on Worksheets B and C into the body of the FAFSA.  
The questions formerly on Worksheet B appear in new sections on the FAFSA labeled “Students Untaxed Income” and “Parents’ Untaxed Income”.  
The questions former on Worksheet C appear in new sections of the FAFSA labeled “Students Additional Financial Information” and “Parents’ Additional Financial Information” 
Totals for both these sets of sections are calculated by CPS
As I mentioned, these changes will obvious impact ISIR print, but also the ISIR Review Tab, and the List Changes View.  It impacts fields that you can use in queries and fields that you can use when you create file formats for external exports.
The data that now exists for the revised Worksheets A and B are now collected as individual data elements (instead of just a “total” for each worksheet)
EDExpress updated to store and print the new ISIR fields and their values.  Also, new fields will display on the “ISIR Review” Screen “View-List Changes, View-FAA Information and View-NSLDS Information”
Query, Browse and File formats updated to include these fields and values

## 2009-10 EDExpress Release 1.0	

**2009-10 EDExpress Release 1.0****	**

- App Express Module
- Additional dependency status questions added (Q.56-60)
- Emancipated Minor
- Legal Guardianship
- Unaccompanied Youth
- Homeless Youth
- At-Risk of Homelessness
- Certain parental status questions reordered to match FAA Access to CPS Online (Step 4)

**Notes:**
EDExpress is updated to store and print the new fields and their values for the 5 new dependency status questions (including the new order of all the dependency status questions).  
EDExpress was also updated to accommodate the view and print of the revised order of the parental status questions (“State of Legal Residence” and “Household Info”), 
ISIR Print and View functions were updated to accommodate these new fields, values, and order of appearance updates
Query, Browse and File formats updated to include these fields and values accordingly.

## 2009-10 EDExpress Release 1.0	

**2009-10 EDExpress Release 1.0****	**

- App Express Module
- New Application/Transaction Data Source/Type codes added
- English and Spanish PDF
- FAFSA on the Phone
- 4U = PDF Application
- 4V = Spanish PDF Application
- 6A = FAFSA on the Phone
- 6B = Spanish FAFSA on the Phone
- 6E = EZ FAFSA on the Phone
- 6F = Spanish EZ FAFSA on the Phone

**Notes:**
EDExpress was updated to accommodate the new application and transaction data source/type codes for:
English and Spanish PDF FAFSAs applications 
English and Spanish FAFSA on the Phone applications:    
The ISIR Print, View, Query, Browse and File Format functions in the Apps Module have been updated to store, print, display, and recognize the new values

## 2009-10 EDExpress Release 1.0	

**2009-10 EDExpress Release 1.0****	**

- App Express Module
- New flag added for dependent students who submit application without parental data
- Special Circumstance Flag of “1” (Dependent Student record submitted without parent data)
- Record reject
- No EFC
- Special Circumstance Flag of “2” (Dependent student record previously submitted with Special Circumstance flag, but correction made to parental data).

**Notes:**
EDExpress updated to store and print the new flag and reject X on the ISIR, 
Query, Browse and File formats updated to include this flag

For 2009-2010 FOTW presents a series of prescreening Web pages that describes to the applicant what qualifies as potential special circumstances.  If the applicant still believes they have a special circumstance,  they can proceed with submitting the FAFSA without providing parental information.  
As part of this new prescreening process, the applicant is: 
Informed that no EFC will be calculated.
Advised to contact the financial aid office at the school he or she plans to attend for a formal determination as to whether valid special circumstances conditions exist.
Urged to gather and provide all relevant written evidence of his or her situation to the financial aid office to justify the request for special circumstances consideration.
Advised that the financial aid office is not required to approve the request and that the school’s decision is final and cannot be appealed to the U.S. Department of Education.
To help FAAs identify applicants who have indicated special circumstances, the ISIR is sent to all schools listed on the application and also:
Includes a new Special Circumstances flag set to 1 (Dependent student record submitted without parental data).
Includes comment code 295, referring the applicant to the financial aid office.  
Is processed by the CPS with a reject code X and contain no EFC.
To help FAAs identify an applicant who originally believed he or she had a special circumstance but later provided parental data, the ISIR:
Includes the new Special Circumstances flag set to 2 (Dependent student record previously submitted with Special Circumstance flag, but correction made to parental data). 
Includes comment code 296, noting the addition of parental data.
Is processed by the CPS and, if no other reject circumstances exist (for example, missing signatures or conflicting or missing data), an EFC is calculated.
.

## 2009-10 EDExpress Release 1.0	

**2009-10 EDExpress Release 1.0****	**

- App Express Module
- New “TEACH Grant” question (Q.32) will print on the ISIR
- 1 = “Yes”
- 2 = “No”
- 3 = “Don’t know”

**Notes:**
EDExpress updated to store and print the TEACH Grant question and response
ISIR Review tab and “View-List Changes” will display question and response
Query, Browse and File formats updated to include this question

## 2009-10 EDExpress Release 1.0	

**2009-10 EDExpress Release 1.0****	**

- App Express Module
- Housing Plans question responses reordered to match the FAFSA (Q.104)
- 1 = On Campus
- 2 = With Parent
- 3 = Off Campus (Default in Packaging)
- High School Completion Status question updated response #4 from “Other” to “None of the Above” (Q.26)
- Query updated to include an SSN Match Flag of “6”

**Notes:**
In 8/9 Housing Plan code 2 was “Off Campus” and Housing Plan code 3 was “With Parent”.  
Here’s an important tip if you use the EDExpress Packaging Module:
Note that Off Campus will still be the Default response in Packaging System Setup.  Last year, that was Response Code 2, for 9/10 that will be Response Code 3.  Be careful to note that you have the correct Response code if you use Prior Year Import (2 from last year would override 3 from this year) 
If you use prior year import (from the 8/9 database), double check that the value in Setup/Packaging/System for housing plan codes is the set for your preference.

## 2009-10 EDExpress Release 1.0	

**2009-10 EDExpress Release 1.0****	**

- App Express Module
- Certification wording for signature records updated on ISIR signature page to match the FAFSA
- New NSLDS status code values will display and print
- FX = Resolved Fraud Loans
- PZ = Death of a PLUS Student
- New NSLDS Program code of “D8” (TEACH Loans) will print and display

**Notes:**
ISIRs printed in EDExpress will print with the new wording in the Signature/Certification statement (it has been updated to replace the word “school” with “college”.
EDExpress was also updated to accommodate the new NSLDS status codes:
FX (resolved fraud loans) 
PZ (Death of PLUS students), 
The new NSLDS Program Code, D8 (TEACH Grants that are now Loans).
These updates will print and display using ISIR Print or the NSLDS Print Report.

## 2009-10 EDExpress Release 1.0	

**2009-10 EDExpress Release 1.0****	**

- App Express Module
- New NSLDS Codes for Parent PLUS  Deferments
- DA = Loan status code (Deferred)
- Deferment Status PD = Parent PLUS In-School Deferment
- Deferment Status PE = Grace Period Deferment (post-enrollment)

**Notes:**
EDExpress was also updated to accommodate the new NSLDS Loan Status Code, “DA”, for Parent PLUS deferments.  
Deferment Status PD—for Parent PLUS Loans that are in “in-school” derferment, and
Deferement Status PE—for Parent PLUS Loans that re in “Grace Period”Deferment
These new NSLDS Codes will display in View-NSLDS, and print using ISIR Print or the NSLDS Print Report.

## 2009-10 EDExpress Release 1.0	

**2009-10 EDExpress Release 1.0****	**

- App Express Module
- TEACH Grant NSLDS data elements included in view and print
- Sequence Number
- Attended School Code
- Transaction Number
- Last Update Date
- COD Grant Sequence Number
- Award Year
- Grade Level
- Award Amount

**Notes:**
In the next three slides, we are showing all the TEACH Grant NSLDS data elements that EDExpress was updated to store, view and print. 
These new NSLDS Codes will display in View-NSLDS and will print using ISIR Print and the NSLDS Print Report.

## 2009-10 EDExpress Release 1.0	

**2009-10 EDExpress Release 1.0****	**

- App Express Module
- TEACH Grant NSLDS data elements included in view and print (continued)
- Amount Paid to Date
- Overpayments Change Flag
- TEACH Grant to Loan Flag
- TEACH Grant to Loan Change Flag
- Loan Conversion Flag
- Scheduled Award
- TEACH Payment Change Flag
- Additional TEACH Flag
- TEACH Overpayment Contact

## 2009-10 EDExpress Release 1.0	

**2009-10 EDExpress Release 1.0****	**

- App Express Module
- TEACH Grant NSLDS data element included in view and print (continued)
- Total Undergraduate/Post-Baccalaureate Disbursement Amount
- Total Graduate Disbursement Amount
- TEACH Loan Outstanding Principal Balance
- TEACH Loan Balance
- New NSLDS Postscreening Code for TEACH Grants (19)

**Notes:**
And finally, EDExpress was updated to accommodate one last new NSLDS Postscreening Code of 19 which indicates a TEACH Grant that is converted to a TEACH Loan.

## 2009-10 EDExpress Release 1.0

**2009-10 EDExpress Release 1.0**

- App Express Module
- Removed “SAR #” column under “View|List Changes” (ISIR Review Tab)

**Notes:**
This is just a change in the format of the display of View/List Changes.

## 2009-10 EDExpress Release 1.0	

**2009-10 EDExpress Release 1.0****	**

- Packaging Module
- All Cycle Year references and date ranges updated
- Letters updated to mask first 5 digits of student SSN
- Award Notification Letter
- Award Offer Letter
- Document Tracking Letter
- Award Letter-Missing Document Letter
- User-Defined Letters

**Notes:**
Very few changes were made in the Release 1 Packaging Module other than cycle year updates.  
But, we did mention earlier that EDExpress had a requirement to mask the first 5 digits of a student’s SSN that print on letters.  
That means that the student letters that you can print from the Packaging Module listed on this slide have all been updated to mask the SSN.

## 2009-10 EDExpress Release 2.0	

**2009-10 EDExpress Release 2.0****	**

- XML Schema 3.0_**b**_
- Direct Loan Module
- All cycle years and date ranges updated
- Award Begin Date on or before 6/30/2010
- Award End Date on or after 7/1/2009
- AY Start Date on or before 6/30/2010
- AY End Date on or before 7/1/2009
- DOB:  1/1/1910 – 12/31/2001
- Disbursement Dates:  6/22/2007 – 12/26/2013

## 2009-10 EDExpress Release 2.0	

**2009-10 EDExpress Release 2.0****	**

- Direct Loan Module
- Unsubsidized Annual Loan limits increased for undergraduates
- Edit #1055 re-enabled and updated for ECASLA
- Origination Loan Fee percentage reduced to 1.5%
- Loans first disbursed on or after 7/1/2009
- Interest Rebate percentage updated to 1.0%
- Loans first disbursed on or after 7/1/2009

**Notes:**
If you do a prior year import of the school setup data, these two percentage fields will revert to the old values.

If you disburse a 09/10 loan before 07/01/2009 and then download 2009-2010 Release 2.0, you will need to change the percentages back to 2.0% and 1.5%, for the Loan Fee Percentage and the Interest Rebate Percentage, for those loans

No updates to the Grants module currently, other than date ranges and cycle year updates.  The Grants module includes only Pell, ACG and National SMART Grant

## 2009-10 EDExpress Release 2.0	

**2009-10 EDExpress Release 2.0****	**

- Direct Loan Module
- Disclosure Statements updated to mask first 5 digits of student *and* parent SSN for Direct PLUS Loans (Parent and GRAD PLUS)
- Disclosure Statements updated to mask first 5 digits of student SSN
- Subsidized
- Unsubsidized
- Grad PLUS
- Packaging Module will be updated with undergraduate Unsubsidized ECASLA Loan Limits

**Notes:**
Jody mentioned earlier that we are masking the first five digits of the SSN for all correspondence in Release 1.  The same applies to all Disclosure Statements, for students and parents, in Release 2.0 – the first 5 digits of the SSNs will be masked.

The Packaging Module will also be updated in Release 2 in order to accommodate the increase in undergraduate Unsubsidized loan limits authorized by ECASLA

## 2009-10 EDExpress Release 2.0	

**2009-10 EDExpress Release 2.0****	**

- Grants Module
- All cycle years and date ranges updated
- Enrollment Date:  1/1/2009 -6/30/2010
- Pay Period Start Date:  1/1/2009 – 6/30/2010
- Disbursement Dates:  1/1/2009 – 9/30/2015

**Notes:**
Usual cycle year updates

## 2009-10 EDExpress Release 2.0	

**2009-10 EDExpress Release 2.0****	**

- Grants Module
- ACG ECASLA changes
- Eligible noncitizens qualify (Demo tab)
- Help Text updated to incorporate the following changes
- ACG eligibility extended to students in certificate programs at degree-granting institutions
- Half-time students eligible

**Notes:**
ECASLA authorized eligible non-citizens to qualify for ACG and SMART Grants.  When originating ACG or SMART Grants for 2009-2010, “2” will be acceptable as a Citizenship response on the demo tab

The Help Text in Release 2.0 will be updated to accommodate ECASLA changes to ACG and SMART.  This includes the eligibility of students who are less than full time and a note about certificate-seeking students in programs at degree-granting institutions.

The next slide contains information about the SMART Grant...

## 2009-10 EDExpress Release 2.0	

**2009-10 EDExpress Release 2.0****	**

- Grants Module
- National SMART Grant ECASLA changes
- Eligible noncitizens qualify (Demo tab)
- Help Text updated to incorporate the following changes
- 5th year eligibility for students in programs requiring five years
- Half-time students eligible
- Certain liberal-arts majors eligible

**Notes:**
...as I mentioned a moment ago. 

Also included in the Release 2.0 Help Text Updates is a note about SMART Grant eligibility for 5th Year students andd certain liberal arts majors

## 2009-10 EDExpress Release 2.0	

**2009-10 EDExpress Release 2.0****	**

- TEACH Grant Module
- All cycle years and date ranges updated
- Enrollment Date on or after 1/1/2009
- Disbursement Date on or after 1/1/2009

**Notes:**
Usual cycle year updates made

## 2009-10 EDExpress Release 2.0	

**2009-10 EDExpress Release 2.0****	**

- TEACH Grant Module
- TEACH Grant Prior Year Imports available:
- TEACH School Setup
- TEACH Disbursement Profile Codes
- TEACH COD System Setup
- TEACH Queries
- TEACH File Formats
- Security Groups Setup
- File Management

**Notes:**
These prior year imports for TEACH will be made available in 2009-2010 Release 2.0

## 2009-10 EDExpress Release 2.0	

**2009-10 EDExpress Release 2.0****	**

- TEACH Grant Module
- TEACH Grant Counseling
- Initial Counseling
- Subsequent Counseling
- Exit Counseling
- Unsolicited Responses - Entrance (CRACxxOP)
- Populate counseling fields on Demo tab

**Notes:**
Users will have the opportunity to add the Entrance and Exit counseling dates to EDExpress on the demo tab.

The Exit Counseling for TEACH is still in the design process; not sure when that will be available.

Our next slide has a couple of screen shots for you...

## 2009-10 EDExpress Release 2.0	

**2009-10 EDExpress Release 2.0****	**

- TEACH Grant Module
- Counseling fields on Demo tab
- User may require counseling prior to first disbursement

**Notes:**
Just when you thought the demo tab could not be any more crowded...you can see where we have added the TEACH Entrance and Exit counseling date fields

Users can require TEACH disbursements to have Entrance Counseling on file, in EDExpress, just like DL, by entering a checkmark on the TEACH School Setup Screen.  For those who do not use the Direct Loan Module and are unfamiliar with the way this works, by entering a checkmark in the “Entrance Interview Required Prior to Disbursement”, EDExpress will prohibit users from entering any disbursements until the Initial or subsequent Entrance interview is competed, with the date entered into EDExpress on the demo tab.

## Direct Loan Tools Release 9.0	

**Direct Loan Tools Release 9.0****	**

- No changes to current Record Layouts
- Program Year 2009-2010 Will be Added
- Program Year 2006-2007 Will be Removed
- Disbursement Detail External Add valid transaction date range updated to:  20070622 - 20131226

**Notes:**
All year cycles and date ranges updated, including the valid disbursement dates for the Disbursement Detail External Add file.

This concludes the EDExpress Update portion of our presentation.  I am now going to walk you through some basics about using EDExpress to process TEACH Grant Origination and Disbursements.

If you decide to leave, please drop your evaluations in the boxes before you go, and enjoy the rest of the conference!

## TEACH Grant Module	

**TEACH Grant Module****	**

- Release 3.0 posted June 30, 2008
- Allows for origination and disbursement of TEACH Grant Records
- Records can be exported to COD for processing
- Responses from COD can be imported
- Anticipated Disbursements required
- Maximum Award is $4000 per year

**Notes:**
Slide #s 34 through 37 recap EDExpress functionality for the TEACH Grant, for those users who have not yet started participation in the TEACH Grant Program and are interested in using EDExpress.

In designing the EDExpress functionality for the TEACH Grant, we decided to make the module a “hybrid” of the Direct Loan and Pell modules.  As we go through the next few slides, you will see some similarities between either the DL module or the Pell module.

## TEACH Grant Module	

**TEACH Grant Module****	**

- Accepted ATS on file at COD required in order for COD to accept a TEACH Disbursement
- No accepted ATS on file at COD will cause a disbursement to reject if it is sent too early
- The ATS field is display only; it cannot be updated in EDExpress

**Notes:**
An Agreement to Serve must be accepted at COD in order for COD to accept TEACH disbursements

Just a quick reminder to our DL EDExpress users:  you cannot print a TEACH ATS in EDExpress.  The ATS must be completed by the student at the ATS Website (www.TEACH-ATS.ed.gov)

## TEACH Grant Module	

**TEACH Grant Module****	**

- Booking a TEACH Grant
- Same as booking a Direct Loan
- Three elements need to be accepted at COD in order to book a TEACH Grant
- Accepted Origination Record
- Accepted ATS
- Accepted First Disbursement Record
- The TEACH Grant Booked Date is the date that DLSS will use to calculate accrued interest if the Grant converts to a loan

**Notes:**
For those of you who use EDExpress to participate in the Direct Loan Program, the phrase “booking a TEACH Grant” is already familiar to you.  

The same principals apply that apply to the Direct Loan Program also apply to the Teach Grant Program

For those of you unfamiliar with the term, 3 elements of the TEACH Grant need to be accepted at COD in order for the TEACH Grant to be considered “Booked”.  For each student record to “book” at COD, there needs to be an:
Accepted TEACH Origination Record
An Accepted ATS and
An Accepted First Disbursement Record

The date of receipt for the last component received and accepted at COD (usually the first disbursement) is considered the TEACH Grant Booked Date.  This is the date that will be used to begin the calculation for unsubsidized loan interest for repayment, in the event that the student does not fulfill his or her teaching obligation.

## Bulleted Text Slide	

**Bulleted Text Slide****	**

- Information goes here
- 2nd level info
- 2nd level cont’d
- Information goes here
- Information goes here

**Notes:**
The TEACH Grant School Setup screen is similar to the Pell and DL School setup screens; nothing new to show you there.

This is the TEACH Grant Origination Entry screen.

Walk through entry

You can enter student records manually, import the ISIR data or export from an external source.

Explain Teacher Expert Indicator:

Teacher Expert Indicator is an optional use box on the origination that must be checked if the student for whom you are originating a TEACH Grant is a graduate student who is 1) a current teacher or 2) a retired teacher in a Teacher Shortage Area. The Student Level Code must be “6” or “7”. 

Note that the Disbursement Profile Code, which is optional for Pell, ACG and SMART, but required for Direct Loans, is also required for a TEACH Grant.  The Disburse tab for a TEACH Grant will not become active until the TEACH Grant Origination record is saved.

## Slide 38

**Notes:**
The disbursement screen is similar to the Pell Grant disbursement screen.  However, similar to Direct Loans, you may not change a TEACH Grant actual disbursement date and amount in the same transaction.

## Resources for EDExpress Users on IFAP

**Resources for EDExpress Users on IFAP**

- 05/27/2008 - FFEL and Direct Loan Interest Rates Effective July 1, 2008:   _[http://www.ifap.ed.gov/eannouncements/0527InterestRate20082009.html](http://www.ifap.ed.gov/eannouncements/0527InterestRate20082009.html)_
- 06/04/2008 - COD Common Record Schema Version 3.0a   _[http://www.ifap.ed.gov/eannouncements/060408CODSchemaVer30aCorrected.html](http://www.ifap.ed.gov/eannouncements/060408CODSchemaVer30aCorrected.html)_
- 06/19/2008 - TEACH Grant Operational Implementation Overview:   http://www.ifap.ed.gov/eannouncements/061908AddtlTEACHGrantOpImp.html

## Resources for EDExpress Users on IFAP

**Resources for EDExpress Users on IFAP**

- 06/26/2008 - Upcoming SAIG Message Class File Update:   http://www.ifap.ed.gov/eannouncements/0626SAIGMessageClassUpdate.html
- 06/30/2008 - CCRAA Operational Implementation Guidance:   http://www.ifap.ed.gov/eannouncements/063008EDExpressWin3.html
- 07/03/2008 - Increase to COD System Capacity - Implementation of Report Retirement Plan:**  **http://www.ifap.ed.gov/eannouncements/070308Capacity1CODPreImplement.html

## Resources for EDExpress Users on IFAP

**Resources for EDExpress Users on IFAP**

- 07/24/2008 – The Integrated Partner Management (IPM) System:  http://www.ifap.ed.gov/eannouncements/072408IntegratedPartnerSystem.html
- 07/25/2008 - Upcoming SAIG Message Class File Update:  http://www.ifap.ed.gov/eannouncements/072508SAIGmessClassFile.html
- 07/25/2008 - Increase to COD System Capacity - Removal of Data for Closed Years from Production Environment and Availability of CommonLine Transformation Engine Solution:**  ** http://www.ifap.ed.gov/eannouncements/072508Capacity2PreImp.html

## Helpful EDExpress Resources on IFAP

**Helpful EDExpress Resources on IFAP**

- 07/25/2008 – COD Common Record SML Schema Version 3.0b available:  http://www.ifap.ed.gov/eannouncements/0725CODXMLSchema3pt0b.html
- 07/28/2008 - 2009-2010 COD Technical Reference Draft Available:  http://www.ifap.ed.gov/eannouncements/072808CODTechRef0910.html

**Notes:**
Refer attendees to more recent version of the 0910 Tech Ref

## Contact Information

**Contact Information**

- We appreciate your feedback and comments.  We can be reached at:
-  Phone:  800-330-5947
-  TTY:     800-511-5806
-  Email:  CPSSAIG@ed.gov

## EDExpress Direct Loan Module– Tips for New Direct Loan Schools	

**Notes:**
Slide #s 43-53 may be useful for schools that are new to the DL program and will be using EDExpress to process DL.

## New Direct Loan Participant—SAIG Mailbox Update

**New Direct Loan Participant—SAIG Mailbox Update**

- Update SAIG Enrollment to include Direct Loan Services
- https://www.fsawebenroll.ed.gov/PMEnroll

## New Direct Loan Participant—G5 Update 	

**New Direct Loan Participant—G5 Update ****	**

- Update your bank account information in G5 (GAPS)
- https://www.G5.gov

## New Direct Loan Participant—COD Contacts

**New Direct Loan Participant—COD Contacts**

- Contact your COD CSR regarding your Direct Loan participation
- 800-848-0978
- Update your COD School profile
- https://www.cod.ed.gov

## New Direct Loan Participant—MPN Processing

**New Direct Loan Participant—MPN Processing**

- MPN processing -Paper
- Update EDExpress DL School Setup

- MPN processing -Electronic
- https://www.dlenote.ed.gov

## New Direct Loan Participant—Direct Loan Web Sites

**New Direct Loan Participant—Direct Loan Web Sites**

- Additional Direct Loan-related web sites:
- Direct Loan Servicing https://www.dl.ed.gov
- Direct Loan Consolidation https://www.loanconsolidation.ed.gov
- DL Software and Reference Material https://www.fsadownload.ed.gov

## New Direct Loan Participant—EDExpress Setup

**New Direct Loan Participant—EDExpress Setup**

- Establish your school as a Direct Loan Participant in EDExpress
- Tools/Setup/Global/School

**Notes:**
You’ll have just a few steps to do to setup the DL Module of EDExpress to begin entering and processing DL originations and disbursements.

If you process Grants and have loaded Release 2 to include the Direct Loan Module, then all you’ll need to do after you have been approved is to establish the set ups (operating parameters) for the module.

First, Establish your school as a DL Participant

## New Direct Loan Participant—EDExpress Setup

**New Direct Loan Participant—EDExpress Setup**

- Establish your Direct Loan school profile in EDExpress
- Tools/Setup/COD/School/Direct Loan

**Notes:**
COD School/DL Tab:  On this school set up you would identify your school, reporting and attending IDs, your funding method, your processing preferences, and MPN/Disclosure print preferences.  Note that the fee and rebate perecentages are defaulted.

## New Direct Loan Participant—EDExpress Setup

**New Direct Loan Participant—EDExpress Setup**

- Establish your Direct Loan Source Entity ID in EDExpress
- Tools/Setup/COD/System

**Notes:**
COD System Setup:  Enter your source entity id for DL
Go to COD to find out what your Source Entity ID is...

## New Direct Loan Participant—EDExpress Setup 

**New Direct Loan Participant—EDExpress Setup **

- Establish your Direct Loan Disbursement Profiles
- Tools/Setup/COD/Disbursement

**Notes:**
COD Disbursement:  You may want to establish disbursement profiles the same way you do for Grants.  You can make current profiles work in DL simply by checking the box, adding the DL School Code, and entering the DL required fields of AY Start and End Dates and Approved LP Start and End Dates. 
Note:  may want to point out to schools that not all schools will have all three boxes checked.

## New Direct Loan Participant—CBT Resources

**New Direct Loan Participant—CBT Resources**

- Tutorial Web-based training (WBT) on IFAP