Session #15

EDExpress Update

Maria Marella, U.S. Department of Education

Bob Martin, U.S. Department of Education
Agenda
• 2007-08 products
• 2008-09 products
• Discussion

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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)

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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

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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

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2007-08 EDExpress Release 3.1

• PLUS MPN changes

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

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Release 3.1 - MPNs

• New PLUS MPN

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

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SECTION A: BORROWER INFORMATION - TO BE COMPLETED BY ALL
BORROWERS: READ SECTION G FIRST

I am a Parent of a Dependent Undergraduate Student

1. Driver’s License State and No. 2. Social Security No. 3. Date of Birth
IA-999-99-9999 999-99-9999 MM/DD/YYYY
SECTION A: BORROWER INFORMATION - TO BE COMPLETED BY ALL
BORROWERS: READ SECTION G FIRST

I am a Graduate or Professional Student

1. Driver’s License State and No. 2. Social Security No. 3. Date of Birth
IA-999-99-9999 999-99-9999 MM/DD/YYYY

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Release 3.1 - TG #’s
• Newly assigned TG#’s will
contain alphanumeric value in
third character
–Current: TG12345
–Future: TGA2345
• Current TG #’s will not be
affected

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Release 3.1 - TG #’s

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Release 3.1 - TG #’s

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 2008-09 PC Products
• Minimal changes
–Global
–Apps
–Pell (Grants)
–Direct Loan

• Direct Loan Tools (v8.0)

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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

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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

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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)

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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”

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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)

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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

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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

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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

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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

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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

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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

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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”

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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

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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

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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

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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)

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2008-2009 Fee Percentage

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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%

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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

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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.

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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

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Changing Fee Percentage
• To Change the Loan with an accepted first Actual
Disbursements:

2. Zero-out the accepted first actual disbursement

record; submit adjustment to COD System; receive
acceptance of adjustment from COD System

4. Reduce Loan Amount Approved to zero; mark the

loan inactive; submit change to COD System; receive
acceptance of change from COD System

6. Create and originate an entirely new loan with the

correct fee percentage

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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

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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

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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

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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

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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

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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

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 EDExpress

Where Do We Go From Here?

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Contact Information
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)

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