NSLDS Update COHEAO MidYear Meeting Philadelphia, PA

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NSLDS UpdateCOHEAO Mid-Year Meeting
Philadelphia, PA
Pam Eliadis Lisa Hanners August 3, 2004
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Agenda

• NSLDS Overview
• Data Strategy NSLDS NSLDS Projects
• FSA Projects
• NSLDS and Perkins
• NSLDS School Workgroup
• NSLDS Contact Information
• Questions

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NSLDS Overview
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What is NSLDS?

• National Student Loan Data System
• National database of federal loans grants
  awarded under Title IV of the Higher Ed Act of
  1965, as amended
• Data loading began in 1994
• School online access granted in 1996
• Web access available in 1999

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NSLDS Goals

• Reduce burden, costs, and errors in aid
  administration
• Minimize abuse within aid programs
• Create central database of highly reliable,
  accessible data
• Plan and budget
• Program coordination and control
• Research

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NSLDS Content

• 51,824,865 Students
• 174,485,638 Loans (FFEL, Direct, Perkins)
• 39,987,662 Pell Grants (1993-current)
• 45,293,719 School Branches
• 18,407 Schools
• 31,376 Lenders
• 60 Guaranty Agencies
• As of 06/30/2004

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(No Transcript)
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Timing of Data Feeds

• Weekly
• Debt Collections
• Direct Loan
• Monthly
• Perkins Schools

• Daily
• Pell
• PEPS
• CPS Demographic
• School Data
• Lender Data
• Flexible Schedules
• Guaranty Agencies

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NSLDS Users

• Colleges, universities, and trade schools
• Students and borrowers
• ED
• Lenders
• Guaranty agencies
• State agencies
• ED contractors
• Other Federal Government agencies

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Data Strategy NSLDS
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Data Strategy Purpose
Develop an overall approach towards data to
ensure that accurate and consistent data is
available to and exchanged among FSA and our
customers, partners, and compliance and oversight
organization.
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Data Strategy Purpose
The Right Data to the Right People at the Right
Time.

• Enterprise Standard for Student Identification
• Integrated Partner Management
• EnterpriseRouting ID
• Enterprise Access Management

• Integrated Student View
• Integrated Partner View
• Foundation for more Timely and Efficient
  Processing

• Consolidation of Data into Shared Source
• Focus on Data Quality

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Data Strategy Desired Outcomes
The Data Strategy defines FSAs enterprise
data vision and strategy for how it will combine
tools, techniques and processes to handle its
enterprise data needs.

• Cross-Program Integration
• Business objective gathering sessions comprised
  of cross-channel business owners and the
  establishment of Standard Identifiers for
  Students and Schools
• Improved Data Quality
• Through the execution of a Data Quality Mad Dog
  and the creation and execution of a Quality
  Assurance and Implementation Plan

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Data Strategy Desired Outcomes

• Improved Organization and Distribution of Data
• Creation of an XML Framework and Internal and
  External Data Exchange Strategy
• Establish a Data Storage Strategy
• Data Warehouse and Data Mart Strategy
• Plan for organizing data to answer broader,
  deeper business questions
• Establish a Target Vision for FSA
• Develop and refine a conceptual business and data
  architecture that outlines a Target State Vision
  for the FSA Enterprise

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Data Strategy Initiatives
Data Strategy has evolved into the integration of
five core initiatives.

• Data Framework
• As-Is and Target State Data Flows
• Refine Target State Vision
• Data Quality Mad Dog
• Develop Quality Assurance Strategy
• Implement Data Quality Assurance Strategy
• XML Framework
• Develop XML ISIR
• Develop XML Registry / Repository
• Production Deployment of XML Registry /
  Repository

Right Data
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Plain text bullets are initial Data Strategy
Scope. Italics represent Data Strategy 2.0 scope.
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Data Strategy Initiatives

• Common Identification
• Standard Student Identification Method
• Routing ID
• Trading Partner Enrollment and Access
• Enrollment and Access Management
• Technical Strategies
• Data Storage, Web Services, Web Usage and FSA
  Gateway
• Web Consolidation Options
• Enterprise Analytics Architecture and Operating
  Guidelines

Right People
Right Time
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Plain text bullets are initial Data Strategy
Scope. Italics represent Data Strategy 2.0 scope.
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Target State Vision
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NSLDS Data Strategy

• More detail on NSLDS will be available when the
  NSLDS business functions have been clearly mapped
  to the FSA target vision.
• NSLDS staff participation on several data
  strategy teams
• Eliciting community participation

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NSLDS Data Strategy

• The following NSLDS upgrades have taken place in
  an effort to position the system for future
  re-engineering efforts
• Upgraded the NSLDS mainframe system to Z900 in
  September 2003.
• Upgraded the operating system to Z/OS version 1.4
  in January 2004.
• Upgraded to 64 bit Discovery Process.

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Current NSLDS Projects
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Consolidation Loans the Aggregate Calculation

• To improve student eligibility calculation of
  aggregate loan limits
• Title IV eligibility
• Loan certification
• Improve prescreening/post screening
• Improve transfer monitoring

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Consolidation Loans the Aggregate Calculation

• NSLDS will begin collecting additional
  information from the FFEL community on
  Consolidation Loans
• FFEL data providers to provide multiple
  consolidation loans
• FFEL data providers to provide subsidy indicators

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Consolidation Loans the Aggregate Calculation

• NSLDS will begin to store outstanding principle
  balances when loans are paid in full by
  consolidation.
• Assist in determining amounts of consolidation
  loans
• Storing balances on a regular basis

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CSB Requirements

• Currently NSLDS receives feeds from Direct Loan
  Servicing and Debt Collection.
• CSB requirements
• Consolidation of data

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Disability Loans held by ED

• NSLDS is developing an internal, interim solution
  to obtaining data from CDDTS.
• Updated loan status, balance, and holder
  information

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DCS Rehabilitated Loans

• Improvements to rehabilitation for defaulted
  borrowers in the DCS portfolio that have made 12
  consecutive payments under their satisfactory
  repayment agreement
• NSLDS is enhancing its interface with DCS to
  identify rehabilitated loans
• NSLDS will begin providing loan details to ECMC
  on these identified loans
• ECMC will report the loans in their regular
  weekly submission

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FSAs Data Quality Projects
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FSA Case Management initiatives

• Teams reviewing specific loan data
• Determining schools that need assistance in
  reporting
• Determine who is not reporting by reviewing FISAP
  data
• Perkins reasonability

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NSLDS Perkins
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Perkins Statistics

• 2,170 schools submitted Perkins loan data to
  NSLDS in June.
• Approximately 75 use third party servicers
• 3.5 million open Perkins loans in NSLDS
• 231,623 estimated duplicates in NSLDS
• 14,238 outstanding identifier errors

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Perkins DataPrep Software

• Available on FSA Download at http//www.fsadownloa
  d.ed.gov
• Windows 2000 and Windows XP Professional
  compatible
• Enhanced the processing and display of the
  conflict values and Date of Loan Status field in
  the loan Process Detail Error Report.
• 232 schools are using the new version.

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Data Quality and Anomalies

• Student with identifier conflicts
• Duplicate loans
• Students with loans exceeding 40,000
• Closed loans with positive balances
• Open loans with zero balances
• Some schools still reporting new NU loans

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Data Quality Progress

• Reduced number of closed loans with positive
  balances by more than 50.
• Reduced the number of duplicate loans by over
  22,000 in the last year.
• Continue to provide individual assistance to
  schools who want to reconcile portfolios.

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Top 5 Errors in 2004

• Error Code 1392 Date Enrol Per Begin must be lt
  Dt of 1st Disb 30 days
• Error Code 1225 Invalid New Date Deferment
  Starts field
• Error Code 1251 Student Social Security Number
  currently used by another Student
• Error Code 1103 19000101 invalid when Date of
  First Disb gt Initial Load Date (students DOB)
• Error Code 1394 Date Entered Repayment must be
  gt Date of Disbursement

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What Can You Do?

• Eliminate creating duplicate loans
• Work error reports in a timely manner
• Report on time
• If you think your institution has duplicates or
  other data anomalies, request and work a
  reconciliation file.

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What Does NSLDS Do?

• Continues to work with DCS to make matches on
  liquidated portfolios
• Produces error reports to let data providers know
  what loans did not load or update in NSLDS
• Monitors performance and compliance

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NSLDS School Workgroup
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School Workgroup

• NSLDS is working with the Electronics Standards
  Committee to set up a school workgroup.
• NCHELP School Advisory Group will sponsor
• Contact Judy Martin at 202-822-2106 or via email
  jmartin_at_nchelp.org
• First meeting scheduled for October 19th in
  Washington DC

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How to contact NSLDS
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NSLDS Contact Information

• NSLDS Customer Service Center
• Phone [phone]
• Fax [phone]
• Email NSLDS_at_pearson.com
• Hours of operation 800 AM 900 PM Eastern
• NSLDS Web sites
• FAP site nsldsfap.ed.gov
• Student site nslds.ed.gov

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Discussion and Questions