TCLI Directory User Guide



## Teacher Cancellation Low Income Directory

User Guide

July 2015TCLI Directory User Guide

July 2015 i 

### Contents

Background Information

................................ ................................ ........................ 1

The TCLI Directory

................................ ................................ ................................ 1

Contact Information

................................ ................................ ............................... 1

How to Reg ister a New State/Territory Liaison User

................................ ............. 2

Logging in to the TLCI Web Site for the First Time

................................ ............... 5

Updating the State Contact Info

................................ ................................ ............ 8

Updating the TCLI Directory

................................ ................................ ................. 9

Updating or Deleting Existing Individual School Data Entries

............................. 10

Adding New School or Educational Service Agency Data Entries

...................... 12

Downloading, Updating and Uploading the Entire State Directory

...................... 13

How the Public Uses the TCLI Directory

................................ ............................. 19TCLI Directory User Guide



### Background Information

This guide provides an orientation for new users and a review for experienced users

who are the State and Territory Teacher Cancellation Low Income Directory (TCLI)

Contacts

.

Each July, the Department of Education (the Department) Federal Student Aid (FSA)

Liaison sends an e

- mail message to the State and Territory Liaisons to remind them to

update the TCLI Directory for the new school year.



### The T **CLI Directory**

E ligibility requirements for teachers to receive loan cancellation or forgiveness under the

Federal Perkins Loan (Perkins Loan) Program, the Federal Family Education Loan

(FFEL) Program, and the William D. Ford Federal Direct Loan (Direct Loan) Program is

that they must teach at a school or educational service agency serving low

- income

families that is listed in the TCLI Directory. In addition, teaching at a low

- income school

or educational service agency listed in the TCLI Directory is one of the requirements for

satisfying the service obligation under the Teacher Education Assistance for College

and Higher E ducation (TEACH) Grant Program. If a State or Territory does not update

its list of low

- income schools and educational service agencies, Perkins Loan, FFEL,

and Direct Loan borrowers and TEACH Grant recipients who teach in the state may not

receive federa l program benefits to which they may be entitled.

The Department of Education provides authorized state officials the ability to

electronically update the list of schools and educational service agencies that serve low

income families at any time. Althou gh authorized state officials are the only ones who

can use the “Login” button to update the information, the TCLI Directory may be

searched by anyone (including post

- secondary schools, loan holders and the public) by

using the “Search” button on the home page.

Instructions explaining how s tate and t erritory officials update the TCLI Directory as well

as examples of how the public uses the TCLI Directory are included in this guide

.

We appreciate your efforts to keep the TCLI Directory cu rrent so that student s can

receive the se important benefits.



### Contact Information

We hope this information is helpful to you. If you have additional questions about the

TCLI Directory requirements or procedures, contact the Campus

- Based Call Center at

877/801

- 7168. Cust omer service representatives are available Monday through Friday

from 8:00 A.M. until 8:00 P.M. (ET). You may also e

- mail CBFOB@ed.gov

.

Grants & Campus

- Based Division

Federal Student AidTeacher Cancellation Low Income Directory User Guide p age 2

July 2015 

### How to Register a New **State/Territory Liaison User** 

1. Access the TCLI Web site at www.TCLI.ed.gov

.

2. Scroll down the page and click the Login button.Teacher Cancellation Low Income Directory User Guide p age 3

July 2015 3. Click on the Register button

.

4. The New User Registration Form becomes available. ( Complete the form as

described below

– see screenshot on next page.)

Complete all fields.

The Reset Phrase is particularly important

.

• Choose a question from the drop down list.

• Provide a response that you will remember. The response to this question is

required in order to complete your registration

.

• A User ID and a temporary password will be provided to you by the Federal

Student Aid TCLI Liaison when the registration process is complete.

• If you forget yo ur Reset Phrase or cannot provide it verbally to the

Federal Student Aid TCLI Liaison exactly as you typed it, you will be

asked to re

- register and start the process over.

5. After completing the fields, c lick on the Register button.Teacher Cancellation Low Income Directory User Guide p age 4

July 2015 Teacher Cancellation Low Income Directory

Grants and Campus

- Based Division

U.S. Department of Education

Union Center Plaza, Room 64F2

830 First Street, NE

Washington, DC 20202

- 5433Teacher Cancellation Low Income Directory User Guide p age 5

July 2015 6. Y ou will receive a confirmation message. Then close the screen by clicking on

the Close button.

7. After completing the online registration, you must send a letter on your agency

letterhead to the Grants & Campus

- Based Division . The letter must include the

name and contact information for the person or persons at the agency who will

access the TCLI Web site on the agency’s behalf. T his letter should be sent to:

Teacher Cancellation Low Income Directory

Grants and Campus Based D ivision

U.S. Department of Education

Union Center Plaza, Room 64F2

830 First Street, NE

Washington, DC 20202

- 5453

You will th en be contacted by the FSA TCLI Liaison who will confirm your Res e t

Phrase r esponse and provide your user ID and temporary password.

**Note:** Please specify in the letter if the new user will replace a prior state user

, and/or whether the new user’s access should be in addition to any existing state

users.



### Logging in **to the TLCI Web Site for the First T ime** 

1. Access the TCLI Web site at www.TCLI.ed.gov

.

2. Scroll down the page and click on the Login b utton on the home page

.

3. Enter your user ID and temporary password , then click on the Login button

.Teacher Cancellation Low Income Directory User Guide p age 6

July 2015 4. You will be prompted to change your password.

5. Enter you current (temporary) password

a. Enter your new password and confirm it by typing it again in the “Confirm

New Password ” box.

Note: The password must contain at least two alphabetic characters, one

numeric character or one special character and be at least eight (8) characters

long.

b. Click on the “Change Password” box.Teacher Cancellation Low Income Directory User Guide p age 7

July 2015 6. After completing the change to a permanent password, the Home/Setup page of

the TCLI Web site is displayed. You will have access only to your state

.

The Year display will default to the current year. To work with a different year,

use the drop down box to select the year you want, then click on the Change

Year button.Teacher Cancellation Low Income Directory User Guide p age 8

July 2015 

### Updating the State Contact Info

The State Contact Info selection allows you to update the primary and secondary

State/Territory contact responsible for updating the TCLI Directory. The primary contact

is the person the Department will contact with new and updated information concerning

the TCLI Directory. When that duty changes in the State/Territory office, the information

must be updated in the TCLI Directory.Teacher Cancellation Low Income Directory User Guide p age 9

July 2015 

### Updating the TCLI Directory

Your state’s TCLI Directory must be updated each year with a ll low income schools and

educational service agencies for that year. You can add/delete/and update specific

schools and educational service agencies individually for any of the years (see page

11) . Please note that the prior year list does not roll over into the new year . We

recommend that if you do not have an automated system within your procedures, that

you download the prior year list, update it, and then upload it into the new year (see

page 13). If you are developing automated procedures, the allowable format is

available online through a l ink on the Upload/Download page:

You can update your state’s TCLI Directory by:

• Updating or deleting a school or educational service agency in t he Directory one

at a time,

• Adding a new school or educational service agency one at a time, or

• Downloading your state’s list, updating it, the n uploading it back to the TCLI

Directory (Recommended)

.Teacher Cancellation Low Income Directory User Guide p age 10

July 2015 

### Updating or **Deleting Existing Individual School Data En tries** 

1. Click on the TCLI Directory link on the Menu located on the left side of the page.

To update or delete just one or a few schools and educational service agencies

, you can narrow your search by entering data in the search fields.

T o see your state’s entire current list, click the Search button.

2. Your state’s entire list of schools and educational service agencies currently in

the TCLI Directory will be displayed

.

Click on the Select button to the right of the school you wan t to update or delete.

The data fields for that school or educational service agency will be displayed.Teacher Cancellation Low Income Directory User Guide p age 11

July 2015 3. Update them as needed, then click the Save button. If you want to delete the

selected school or educational service agency , click the Delete button.

4. A confirmation message will be displayed.Teacher Cancellation Low Income Directory User Guide p age 12

July 2015 

### Adding **New School or Educational Service Agency**  **Data Entries**

1. Click on the TCLI Directory link on the Menu located on the left side of the page.

The Search TCLI Directory screen is displayed. Click the Add New button.

2. A blank School or Educational Service Agency Information screen will be

displayed. Complete the information and click the Save button.Teacher Cancellation Low Income Directory User Guide p age 13

July 2015 3. A confirmation message is displayed.



### Downloading, Updating and Uploading **the Entire State Directory**

An efficient way to review your state’s list of schools and educational service agencies

data is to:

• download the file,

• convert it to an Microsoft Excel spreadsheet,

• review, update

, and add information

,

• convert the updated spreadsheet to a tab

- delimited text file, and

• upload the file back to the TCLI Directory.Teacher Cancellation Low Income Directory User Guide p age 14

July 2015 Step

- by

- step instructions are provided below:

1.

a. Click on the Upload/Download link on the Menu located on the left side o f

the page. The Upload/Download screen is displayed.

b. Click on the Download File button.

2. Save the file to a place on your hard drive where you can find it

.Teacher Cancellation Low Income Directory User Guide p age 15

July 2015 3. Note the naming convention . T he file downloaded in this example is the Missouri

2013 TCLI fi le in text format (TCLI

- MO

- 2013 .txt).

4. Convert the downloaded text file to a Microsoft Excel file.

a. Using Microsoft Excel, o pen the downloaded file

. b. I f you don’t see your file, ensure that “All Files” is selected.

c. Microsoft Excel will recognize that the file is not an Excel spreadsheet and will

require some selections to be made.

d. Select Delimited . Then click on Next

.Teacher Cancellation Low Income Directory User Guide p age 16

July 2015 e. At the next screen

, check the box for Tab Delimiters. Then click on Finish

.

f. Your current list of schools and educational service agencies in the TCLI

Directory is now in a Microsoft Excel spreadsheet.Teacher Cancellation Low Income Directory User Guide p age 17

July 2015 5. Update, add , and delete data as needed. Save the file as a Microsoft Excel

spreadsheet as a backup until you have completed the upload.

6. With the updated spreadsheet open, save the file as a Tab

- Delimited.txt file

. Name the file appropriately so you know what it is.

You may receive a warning that the file may contain features incompatible with

text. Click ‘yes’ to keep it in the selected Text (Tab delimited) format.Teacher Cancellation Low Income Directory User Guide p age 18

July 2015 7. Upload the file to the TCLI Directory.

a. Click the Upload/Download link on the menu located on the left side of the

page. The Upload/Download page is displayed.

b. From the Upload/Download main sc reen click on the Browse button to

select the file you have updated and now want to upload.

c. When you’ve selected the appropriate file, click on the Upload File button.

d. W hen the file is finished uploading, a message indicating a successful

upload will be displayed

.Teacher Cancellation Low Income Directory User Guide p age 19

July 2015 

### How the Public **U ses the TCLI Directory** 

The TCLI home page ( www.tcli.ed.gov ) is available to everyone. The public cannot

update school and educational service agency data for a state, but can use the W eb

site to research s tate and s chool and educational service agency information.

State Contact Information

By clicking on the State Contact Information link on the home page, the public can

view the listing of all of the State/Territory contacts for the TCLI Directory as shown

below.Teacher Cancellation Low Income Directory User Guide p age 20

July 2015Teacher Cancellation Low Income Directory User Guide p age 21

July 2015 Search the TCLI Directory

By clicking on the Search button on the home page, the public can search for schools

and edu cational service agencies listed in the TCLI Directory.Teacher Cancellation Low Income Directory User Guide p age 22

July 2015 **Example:** On line search results for Alaska 2013

- 2014

Users must select a state and the year and then have the option to also narrow their

search to a specific school or Educational Service Agency or a specific location. Help is

provided on the screen. There is a link for additional search help that provides details

for narrowing search parameters.Teacher Cancellation Low Income Directory User Guide p age 23

July 2015 As shown below, the results of this search for all schools in Alaska for 2013

- 2014

results in a list of 351 schools and Educational Service Agencies listed in alphabetical

order.Teacher Cancellation Low Income Directory User Guide p age 24

July 2015 Download Reports

Public users can choose to search the TCLI Directory online or download a report

based on state and year in either a Tab

- Delimited or Microsoft Excel version.Teacher Cancellation Low Income Directory User Guide p age 25

July 2015 **Example:** Download Tab

- Delimited file

A Tab

- Delimited file is normally saved to a hard drive and then imported into a software

application that reads and formats the data.Teacher Cancellation Low Income Directory User Guide p age 26

July 2015 **Example:** Download Microsoft Excel file

A Microsoft Excel downl oad captures the data within a Microsoft Excel Worksheet

where it is ready to be formatted by the user.