NSLDS Update

1
Session 15

• NSLDS Update
• Ron Bennett
• Andrea Wise

2
HERA Related Updates

• New Overpayment types
• Fraud reporting
• PLUS Graduate/Professional Loan program
• Two New Grant types
• Changes to Annual Loan limits
• Updates to Postscreening reason codes

3
Additional NSLDS updates

• ISIR changes for 2007-2008
• Transfer Student Monitoring/FAH processes and
  batch file layouts
• Security enhancements
• Additional Web enhancement
• Changes on the horizon

4
Overpayment changes

• NSLDS added two new Overpayment types
• Academic Competitiveness Grant (ACG)
• National Smart Grant (Smart)
• NSLDSFAP Web Site changes
• Web page renamed Overpayment List
• New Web page Overpayment History
• Storing history to track lifecycle of each
  overpayment

5
Overpayments- Web site enhancements
6
Overpayments- Web site enhancements
7
Fraud related changes

• Utilize Overpayment Add/Update Web pages
• By Type
• New Indicator (Fraud)
• Web Icon to highlight Fraud
• ISIR NSLDS Overpayment Flag F

New
8
Fraud related changes

• Fraud reported by loan data providers
• Loan status code driven
• FR Fraud
• FFEL Lender held
• Direct Loans Direct Loans Servicer held
• Perkins School reported
• DCS CSB Collections held
• FD Fraud Guaranty Agency held

9
Fraud related changes

• Community Awareness
• Web Icon to highlight Fraud
• ISIR NSLDS Loan Type Code F
• Postscreening process

10
PLUS Graduate/Professional

• FFEL PLUS Graduate/Professional
• Direct PLUS Graduate/Professional
• Student added to Enrollment Roster for both loan
  types

11
PLUS Graduate/Professional

• Aggregate Calculation impacts
• GB/D3 loan types excluded in Aggregate Totals
• 2006-2007 reporting of PLUS Grad/Prof loans
• GB FFEL PLUS Graduate/Professional
• Web site displays GB
• Output to schools
• PL FFEL PLUS loan type
• Grade levels A, B, C, D or G
• D3 Direct PLUS Graduate/Professional
• Web site displays D3
• Output to schools
• D4 Direct PLUS loan type
• Grade levels A, B, C, D or G

12
PLUS Graduate/Professional

• Aggregate Calculation impact (cont)
• Dynamically display Aggregate Loan Information
  row combined with PLUS OPB

13
PLUS Graduate/Professional

• Aggregate Calculation impact (cont)
• 2007-2008 Web display and output to schools as
  GB and D3
• Web/output for D3 Master Promissory Note (MPN)
• Dynamically displays its own row

New
14
New Grant types

• Academic Competitiveness Grant (ACG)
• National SMART Grant (Smart)
• Daily Data Provider COD
• Inaugural load on Dec. 17, 2006
• Viewable in NSLDS as of Monday Dec. 18, 2006

15
New Grant types

• Web changes
• References to Pell Grant will be re-labeled as
  Grants
• All Grants located on same Web Page
• Pell, ACG and SMART
• Data Elements displayed for each Grant type
• Student added to Enrollment Roster

New
New
16
Grant Page

• Reviewing a Grant Alert

New
New
17
NSLDS Grants Web page data elements
Display Elements ACG SMART
Award Year
OPEID
Transaction Number
Award Amount
Amount Paid to Date (Disbursed Amt)
Latest Disbursement Date
Date Posted to COD
Student's Grade Level
Award ID
School Submitted Eligibility/Payment Reason
High School Program Code
Student's Major Course of Study (CIP Code)
New
18
New Grant types

• 2006-2007 ISIRS will not contain new grants
• Output to include new Grants types
• 2007-2008 ISIRS
• TSM/FAH processes
• Included on record layouts/reports after Jan. 1,
  2007
• School requested Web Reports
• FAT001 - Request for financial aid history
• OVP001 - School overpayment report

New
19
Annual Loan Limits changes

• NSLDS to increase annual loan limits (Award Year
  2007-2008)
• Subsidized Stafford
• Academic Level 1 increases to 3,500
• Academic Level 2 increases to 4,500
• Unsubsidized Stafford
• Academic Levels A, B, C, D and G increases to
  12,000

20
Postscreening changes

• 3 New Postscreening reason codes for 2007-2008
• 16 Changes to Direct PLUS Graduate/Professional
  MPN
• 17 Borrower into Fraud
• 18 Borrower out of Fraud

21
ISIR changes for 2007-2008

• ACG Grants
• Overpayment flags and contacts
• Ten data elements on ISIR
• Record layout EDE Technical Reference
• Maximum of 3 Grants sent to CPS

22
ISIR changes for 2007-2008

• SMART Grants
• Overpayment flags and contacts
• Nine data elements on ISIR
• Record layout EDE Technical Reference
• Maximum of 3 Grants sent to CPS

23
ISIR changes for 2007-2008

• Applicant main record
• Addition of Direct PLUS Graduate/Professional MPN
• EDE Technical Reference has layout
• Loan record
• Based on sort order grouping, maximum of 6 loans
  sent to CPS
• New sort group 1 for deceased loan status
  codes
• DD Defaulted then Died
• DE Death
• Sort group 2 additional loan status codes
• FR and FD (Fraud)
• Reference Material 2007-2008 ISIR Guide

24
TSM/FAH processes and batch file layouts

• Transfer Student Monitoring/Financial Aid History
  Processes and Batch File Layouts, dated Oct. 14,
  2005
• Record Layouts current until Dec. 31, 2006
• New TSM/FAH Batch File Layouts now available on
  IFAP
• Document date Oct. 24, 2006
• Becomes effective Jan. 1, 2007
• Includes HERA changes

25
TSM/FAH batch file layouts- considerations

• Request file
• No change to the incoming 150 byte file layout
• Processed/Outbound file
• TSM Alert/FAH Detail record type 1- Aggregate
  Flags data
• Addition of PLUS Graduate/Professional MPN flag
• Addition of PLUS Graduate/Professional OPB and
  Total amounts
• New attributes added in the existing filler at
  the end of the record layout to minimize changes

26
TSM/FAH processes and batch file layouts

• Processed/Outbound file (cont)
• TSM Alert/FAH Detail record type 3- Overpayments
• Expand descriptions and valid values
• TSM Alert/FAH Detail record type 4- Grants
• Expand descriptions and valid values for new
  Grant types
• New attributes added in the existing filler at
  the end of the record layout to minimize changes

27
TSM/FAH processes and batch file layouts

• Report/label changes on Page 1
• Overpayments and Flags section
• Aggregate Amounts for PLUS Graduate/Professional
• OPB and Total Amounts
• Grant data elements for ACG and SMART

28
TSM/FAH Report Layout
PRIVACY ACT OF 1974 (AS AMENDED) Report ID PSE001 U.S. DEPARTMENT OF EDUCATION DATE MM-DD-CCYY Page No. ZZ,ZZ9 NATIONAL STUDENT LOAN DATA SYSTEM (NSLDS) TIME HHMMSS Transfer Student Monitoring/Financial Aid History Report Report Parameters Requesting Sch/Br Code XXXXXXXX Sort Sequence School/Branch Code, SSN Name XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX City XXXXXXXXXXXXXXXXXXXX State XX LAST XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX FIRST XXXXXXXXXXXX DOB MM-DD-CCYY SSN XXXXXXXXX -------------------- Name History -------------------- Enrollment Begin Date MM-DD-YYYY LAST FIRST M ---- ----- - XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX XXXXXXXXXXXX X XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX XXXXXXXXXXXX X XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX XXXXXXXXXXXX X XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX XXXXXXXXXXXX X ____________________________________________________________________________________________________________________________________ Overpayment Award Yr Contact Fraud X Discharged X Defaulted Loans X Loan Sat. Repayment X Active Bankruptcy X Pell X XXXX XXXXXXXX FSEOG X XXXX XXXXXXXX Aggregate Change X Loan Change X Pell Change X ACG Change X SMART Change X Perkins X XXXX XXXXXXXX DL Stafford MPN X DL PLUS MPN X DL Grad PLUS MPN X ACG X XXXX XXXXXXXX Exceeds Sub. Limit X Exceeds Combined Limit X SMART X XXXX XXXXXXXX ____________________________________________________________________________________________________________________________________ Aggregate Amount for Aggregate Pending Total FFELP/Direct Loans Balance Disbursements Subsidized Loans ZZZ,ZZ9 ZZZ,ZZ9 ZZZ,ZZ9 Unsubsidized Loans ZZZ,ZZ9 ZZZ,ZZ9 ZZZ,ZZ9 Combined Loans ZZZ,ZZ9 ZZZ,ZZ9 ZZZ,ZZ9 Consolidation Loans, Unallocated ZZZ,ZZ9 ZZZ,ZZ9 Graduate PLUS Loans ZZZ,ZZ9 ZZZ,ZZ9 PLUS Loans ZZZ,ZZ9 ZZZ,ZZ9 Perkins Loans Outstanding Principal Bal ZZZ,ZZ9 Current Year Loan Amount ZZZ,ZZ9 ____________________________________________________________________________________________________________________________________ Pell Payment Award Attending Tran Sch.Amt Award Amt Disb.Amt Latest Disb. Sch. Posted by EFC Ver.Flag Data Year Sch.Code Used COD XXXX XXXXXXXX XX ZZZ,ZZ9 ZZZ,ZZ9 ZZZ,ZZ9 MM-DD-CCYY ZZ9.9999 MM-DD-CCYY 999999 XXX XXXX XXXXXXXX XX ZZZ,ZZ9 ZZZ,ZZ9 ZZZ,ZZ9 MM-DD-CCYY ZZ9.9999 MM-DD-CCYY 999999 XXX XXXX XXXXXXXX XX ZZZ,ZZ9 ZZZ,ZZ9 ZZZ,ZZ9 MM-DD-CCYY ZZ9.9999 MM-DD-CCYY 999999 XXX ____________________________________________________________________________________________________________________________________ ACG Payment Award Attending Tran Award Amt Disb.Amt Latest Disb. Posted by Award ID Grade Sch HS Pgm Data Year Sch.Code COD Lvl Rsn XXXX XXXXXXXX XX ZZZ,ZZ9 ZZZ,ZZ9 MM-DD-CCYY MM-DD-CCYY XXXXXXXXXXXXXXXXXXXXX X XX XXXXXX XXXX XXXXXXXX XX ZZZ,ZZ9 ZZZ,ZZ9 MM-DD-CCYY MM-DD-CCYY XXXXXXXXXXXXXXXXXXXXX X XX XXXXXX XXXX XXXXXXXX XX ZZZ,ZZ9 ZZZ,ZZ9 MM-DD-CCYY MM-DD-CCYY XXXXXXXXXXXXXXXXXXXXX X XX XXXXXX ____________________________________________________________________________________________________________________________________ SMART Payment Award Attending Tran Award Amt Disb.Amt Latest Disb. Posted by Award ID Grade Major Data Year Sch.Code COD Lvl XXXX XXXXXXXX XX ZZZ,ZZ9 ZZZ,ZZ9 MM-DD-CCYY MM-DD-CCYY XXXXXXXXXXXXXXXXXXXXX X XXXXXXX XXXX XXXXXXXX XX ZZZ,ZZ9 ZZZ,ZZ9 MM-DD-CCYY MM-DD-CCYY XXXXXXXXXXXXXXXXXXXXX X XXXXXXX XXXX XXXXXXXX XX ZZZ,ZZ9 ZZZ,ZZ9 MM-DD-CCYY MM-DD-CCYY XXXXXXXXXXXXXXXXXXXXX X XXXXXXX PRIVACY ACT OF 1974 (AS AMENDED)
29
Transfer Student Monitoring Alerts

• Alert triggers for new ACG and SMART Grants
• Changes made by another school in
• Award Amount
• Amount paid to date or
• Latest disbursement date changed
• Alerts generated for Informing/New school

30
Transfer Student Monitoring Alerts

• Considerations/timing when Informing NSLDS
• Review NSLDS Website for ACG/SMART Grants
  mid-December until Jan. 1, 2007
• Look for ACG/SMART Grant Alerts the 1st week of
  January 2007 for 2006-2007 Award Year Grant data

31
Security enhancements

• Completely Automated Public Turing Test to Tell
  Computers and Humans Apart (CAPTCHA) tool
• Implemented Mid-August
• DCL GEN-05-06
• Automatic ID Deactivation process

32
Security enhancements- cont

• TSM School Profile setup- verify SAIG TG Mailbox

33
Additional Web enhancement

• Servicer Code displayed on Loan History

34
Org Contact
35
Changes on the horizon

• New and improved Guaranty Agency Data Provider
  Schedule

New
36
Changes on the horizon

• Online NSLDS Access to foreign schools
• Available in 2007
• View student financial aid history information
• Enrollment Reporting capabilities
• Transfer Student Monitoring
• eCDR
• Reports

New
37
NSLDS Customer Service

• We appreciate your feedback and comments.
• We can be reached at
• Phone [phone]
• Fax [phone]
• Email nslds_at_pearson.com
• Web site www.nsldsfap.ed.gov