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Session #51

Session #51. 2008-2009 Application Processing and Common Origination and Disbursement Systems Update Sue O’Flaherty Lisa DiCarlo Kathleen Wicks. Session Agenda. CPS Update COD Update Testing Information Resources Questions Contact. CPS Update. CPS Updates. 2008-2009 FAFSA Changes

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Session #51

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  1. Session #51 2008-2009 Application Processing and Common Origination and Disbursement Systems Update Sue O’Flaherty Lisa DiCarlo Kathleen Wicks

  2. Session Agenda • CPS Update • COD Update • Testing Information • Resources • Questions • Contact

  3. CPS Update

  4. CPS Updates 2008-2009 FAFSA Changes 2008-2009 Institutional Student Information Record (ISIR) Changes 2008-2009 Participation Management (PM) System

  5. 2008-2009 Paper FAFSA • Minimal changes • Simplified clearance process • Draft and Summary of Changes published on IFAP 6/1/2007 in an Electronic Announcement • http://www.ifap.ed.gov/fafsa/0809FAFSA.html

  6. 2008-2009 Paper FAFSA • Paper FAFSA is orange (student)andpurple (parent) • Design and layout remains unchanged • Question numbers the same as 2007-2008 • Wording of two questions has been revised • Enhanced text in some “Notes” for clearer instruction

  7. 2008-2009 Paper FAFSA Question #21 revised to ask if the applicant is male or female

  8. 2008-2009 Paper FAFSA • Question #27 revised to allow for additional options equivalent to high school completion • Notes contain additional response choices

  9. CPS Updates 2008-2009 FAFSA Changes 2008-2009 Institutional Student Information Record (ISIR) Changes 2008-2009 Participation Management (PM) System

  10. 2008-2009 ISIR Changes • Draft 2008-2009 ISIR Record Layout posted to IFAP • No XML ISIR

  11. ISIR Record Description/Data Dictionary Changes Changed the meaning of values for FAFSA Question #21 “Are you male?” with change in question to “Are you male or female? • Field #24 Starting at position 218 • Field Name “Are you male or female?” • Valid Content -- • 1 = Male • 2 = Female • Blank

  12. ISIR Record Description/Data Dictionary Changes Modified format for FAFSA Questions # 27 from “High School diploma or GED” to “HS Diploma or Equivalent” • Field #30 Starting at position 224 • Field Name “HS Diploma or Equivalent” • Valid Content • 1 = High school diploma • 2 = GED • 3 = Home schooled • 4 = Other • Blank

  13. ISIR Record Description/Data Dictionary Changes Up to 10 school and housing choices on the 2008-2009 ISIR • Field numbers 100 through 119Starting at position 466 • Field Name “Federal School Code #” (1-10) • Valid Content:X00000 through X99999 and blank for school code

  14. ISIR Record Description/Data Dictionary Changes Two new reject override codes displayed • Field number 139 (Reject Override 4) • Field number 141 (Reject Override 20) • Field names “Reject Override 4” and “Reject Override 20” • Valid Content • 1 = Yes • Blank

  15. ISIR Record Description/Data Dictionary Changes Updated label for “FAA Adjustment” to “Professional Judgment” • Field #156 • Field Name: “Professional Judgment” • Valid Content • 1 = EFC adjustment processed • 2 = EFC adjustment request failed • Blank = no EFC adjustment requested

  16. 2008-2009 ISIR Changes • EFC will be calculated for records with signature only rejects (14, 15 and/or 16) • Records will be rejected with no official EFC calculated • Signature required to resolve reject • Signature Reject EFC field added to ISIR for use by state agencies and schools

  17. 2008-2009 ISIR Changes • NSLDS Data Elements added • “PX” added for new “Identity Theft Discharged” loan status code • COD Grant sequence numbers added to Pell data • “Fraud Loan Flag” added

  18. 2008-2009 ISIR Changes • NSLDS Data Elements added/changed for ACG and National SMART Grant • Scheduled Award • % Eligibility Used by Scheduled Award • Total % Eligibility Used by Academic Year • Award Year • “School Year” label changed to “Academic Year Level”

  19. 2008-2009 ISIR Changes “High School Graduation” question in the ACG data file (ED2009OP) revised to be “High School Graduation Year” • Field #8 Starting at position 51 • Field Name “High School Graduation Year” • Valid Content:2005-2009 (Format is CCYY)

  20. CPS Updates 2008-2009 FAFSA Changes 2008-2009 Institutional Student Information Record (ISIR) Changes 2008-2009 Participation Management (PM) System

  21. 2008-2009 Participation Management System Changes • Supply of existing unassigned TG numbers is dwindling-- • We are currently at number TG43323 • We will run out of numbers at TG49999 • We expect to run out of existing unassigned TG numbers after the new year begins • Current assignment of TG numbers is being modified to allow for alpha characters in the 3rd byte (e.g. TGA1234) • Change will take effect with annual PM rollover activity in December • Will continue to assign numeric TG numbers until we run out

  22. COD Update

  23. COD Updates March 2008 Release Updates MPN Updates Potential Updates

  24. March 2008 Release Updates • Inconsistent Identifiers • Edit 16 Changes • Additional Unsubsidized Indicator • Award Discharges & MPN Expiration Date • Verification W Cut-off Deadline Date • Eligibility Used, Total Eligibility Used for ACG, SMART

  25. Inconsistent Identifiers • New Edits only applicable to award years 2008-2009 and forward

  26. Edit 147 If the Student SSN matches the Borrower SSN and a Grad PLUS award exists on COD… MUST MATCH

  27. Edit 148 If the Student SSN matches the Borrower SSN and a Grad PLUS award exists on COD… MUST MATCH

  28. Edit 149 If the Student SSN doesn’t match the Borrower SSN and a Parent PLUS award exists on COD: • Student and Borrower Date of Birth (DoB) change must not match • Student DoB change must not match what exists on COD for Borrower DoBAND no Borrower DoB change tag is submitted • Borrower DoB change must not match what exists on COD for Student DoBAND no Student DoB change tag is submitted This can be triggered by all award programs!

  29. Edit 149 Example • Borrower B created on COD for PLUS award • Borrower B (Student B on Pell award) submits a Date of Birth change X Borrower B Date of Birth now matches Student A - This will trigger Reject Edit 149!

  30. Edit 16 Changes • Edit 16 has been divided into 4 new edits. • Only applicable for award years 2008-2009 and forward • Edit 16 will only be triggered for award years 2007-2008 and prior

  31. Edit 16 Changes

  32. Edit 153 Example • Borrower B created on COD for PLUS award • Borrower B (Student B on ACG award) submits an SSN change X Borrower B SSN now matches Student A - This will trigger Reject Edit 153!

  33. Edit 16 Changes A new Edit will be added • Only applicable for award years 2008-2009 and forward

  34. Additional Unsubsidized Indicator • <AdditionalUnsubsidizedIndicator> • Required for Unsubsidized Direct Loans • Valid values: “true” or “false” • Blank or other values will trigger Reject Edit 998 • Edit 994 will be triggered for missing tags <DependencyStatusCode> • Required for all Direct Loans • Valid values: “D” or “I” • Blank or other values will trigger Reject Edit 998

  35. Additional Unsubsidized IndicatorNew Edits

  36. Additional Unsubsidized Indicator Loan Key Award Disbursement <DLLoanInformation LoanKey="1“><!—Loan Information--></DLLoanInformation> <DLUnsubsidized> <FinancialAwardYear> <CPSTransactionNumber> <FinancialAwardAmount> <LoanKey><AdditionalUnsubsidizedIndicator><DependencyStatusCode> <FinancialAwardNumber> <FinancialAwardID> <FinancialAwardCreateDate> <Disbursement> <!—Disbursement Information--> </Disbursement></DLUnsubsidized>

  37. Award Discharges, MPN Expiration Date Upon award discharge, the COD system will update associated MPN(s) as follows:

  38. Discharge ReversalRecalculating MPN Expiration Date

  39. Discharge ReversalRecalculating MPN Status

  40. DL Rebuild File Impacts • New fields added: • Additional Unsubsidized Indicator (position 164) • MPN Expiration Date (positions 926-933, length = 8) • Pre-Professional Coursework Indicator (position 934) • Positions 926-958 were previously filler • No change to record length • Associated updates will be made to DL Tools

  41. Verification-W Cut Off Date • Applies to Pell Grant Verification W • Created to prevent Verification W records from being accepted into the COD System after a specified date • Verification W Cut-off Date is normally September 30

  42. Verification-W Cut Off Date existing NEW NEW

  43. Verification-W Cut Off Date For 2008-2009 Award Year and forward… COD will allow a school to increase the disbursement back from zero without triggering Reject Edit 114 For 2007-2008 Award Year and prior…Once COD reduces a disbursement to zero due to Verification Status “W”, new Disbursement information changes to existing Disbursement information submitted with a Verification Status of “W” for that Award will trigger Reject Edit 114.

  44. Verification-W Cut Off Date For 2008-2009 Award Year and forward, after the Verification W Cut-off Date schools: • May NOT submit new Pell origination… • May NOT submit award amount increase… • May NOT submit new disbursement or disbursement increase… …If Pell award has Verification Status of “W” Additionally, schools may NOT change Verification Status to “W” after the Verification W Cut-off Date.

  45. Eligibility Used, Total Eligibility UsedFor ACG, National SMART Grant Eligibility Used (EU) and Total Eligibility Used (TEU) will be calculated differently for ACG and National SMART Grant than for Pell • Academic Year Level not factored into Pell EU, TEU

  46. Eligibility Used, Total Eligibility UsedFor ACG, National SMART Grant EU% = 100% × (Sum of Actual Disbursements of Award – Debt Management Collections System (DMCS) Repayments of Award) ÷ Scheduled Award Amount* TEU% = Sum of all EU%’s at each applicable Academic Year Level** Across Award Years and Schools * Scheduled Award Amount is the maximum award amount by Academic Year Level and Award Year ** The COD System considers Academic Year Levels 0 and 1 to be the same when calculating TEU %

  47. Eligibility Used, Total Eligibility UsedExample 1 A student in Academic Year Level 3 is awarded an 2007-2008 SMART grant for $3000, $1250 in actual disbursements. EU% = 100% × ($1250 ÷ $4000) = 31.2500%

  48. Eligibility Used, Total Eligibility UsedExample 2 X • The student’s second disbursement would cause EU to equal • EU% = 100% × [($1050 + $3000) ÷ $4000] = 101.2500% A Student in Academic Year Level 4 is awarded an 2007-2008 SMART grant. However the student’s second disbursement would have caused his actual disbursements to exceed his award amount so the disbursementis rejected with Edit 137.

  49. Eligibility Used, Total Eligibility UsedExample 3 A student has 4 ACG Awards for Academic Year Levels 1 and 2 in the 2007-2008 and 2008-2009 Award Years. Suppose the Scheduled Grant Amount for ACG is increased 50% from $750 to $1125 for Academic Year Level 1 and from $1300 to $1950 for Academic Year Level 2.

  50. Eligibility Used, Total Eligibility Used Percent Eligibility Used Scheduled Award Amount Academic Year Level Total Percent Eligibility Used (Across all Schools, Award Years)

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