2011-2012 FAS System Update1Presented by:Steve AngleAES/PHEAA Education Services Group

Topic AgendaMid-year Changes: 2010-2011Application and ISIR Processing Changes: 2011-2012Need Analysis Changes: 2011-2012Key Processing Dates: 2011-2012FAS System Changes: 2011-20122

MID-YEAR CHANGES2010-2011

3

Mid-year Changes (2010-2011)ISIR Data: Iraq/Afghanistan Service Grant Eligibility ScreeningImplemented in May 2010Compare CPS and DoD DatabasesNew ISIR that includesDoD Match Flag (Y or BLANK);Parent/Guardians Date of Death; andComment Code #298Use ALL elements to determine eligibility

FAFSA On The Web EnhancementsAre You Male or Female?Question relocated (numerous omissions)Implemented in February 20104

Mid-year Changes (2010-2011)IRS Data Retrieval ProcessImplemented September 2010Electronic Announcement dated September 23, 2010ModificationsFAFSA On The WebProcess expanded to include applicants using Spanish FAFSA On The WebSame procedures for navigating to the IRS Website and transferring dataIRS Website in English initiallySpanish version of IRS Website to implemented in December 20105

Mid-year Changes (2010-2011)IRS Data Retrieval ProcessModificationsISIR Output: Includes Two New ItemsStudent IRS Request Flag; andParents IRS Request FlagValues00 = No Transfer to IRS Database01 = Transfer to IRS, but no data retrieved02 = Data retrieved; not changed03 = Data retrieved; changed prior to submission04 = Data retrieved; corrected via a new ISIR Transaction6

Mid-year Changes (2010-2011)IRS Data Retrieval ProcessModificationsFAA Access to CPS On-lineText Descriptions of Flag ValuesLabels for Data Values: Transferred from the IRS7

Mid-year Changes (2010-2011)COD Processing ChangesImplementation: October 8-9, 2010ModificationsMPN Processing: E-mail Notification Sent to students who attend schools that elect to print MPNs (COD Options)Credit approvals for PLUS LoansEncourages students to complete MPN on-line (Subsidized/Unsubsidized)Reminder Notices sentSchool Override: Send appropriate Print Code with Origination Record8

Mid-year Changes (2010-2011)COD Processing ChangesModificationsIraq/Afghanistan Service GrantsFunctionality Available to submit Awards and DisbursementsOn-line Submission ONLY (COD Website)Anticipated Disbursements ONLYFunding Contingent upon SubmissionsAdditional Information: Electronic Announcement dated October 1, 2010 (Link: http://www.ifap.ed.gov/eannouncements/100110AddtnlCODSysImp1011AwardYear.html)9

Mid-year Changes (2010-2011)NSLDS Processing Changes: Automated Reports Loan ProcessingExit Counseling Completion ResultsVerify students completion of exit counselingFFELP OR Direct LoanContent: Same as current ad hoc reportsReport sent automatically via SAIGSelect parameters for deliveryFrequencyFormatVersionSchool CodeDestination Mailbox (TG Number)*10

Mid-year Changes (2010-2011)NSLDS Processing Changes: Automated Reports Loan ProcessingDelinquent BorrowerInformation re: Borrowers Whose Loans are Past DueDemographic InformationLoan InformationDirect Loans ONLYServiced by one of the four federal contractors; butNot serviced by the Direct Loan Servicing CenterReport sent automatically via SAIGSelect Parameters for Delivery*

11

Mid-year Changes (2010-2011)NSLDS Processing Changes: Automated Reports Loan ProcessingRequest Process: Use NSLDS FAP Website (www.nsldsfap.ed.gov)DocumentationNSLDS Newsletter #28 (September 20, 2010)Record Layouts (Links)Exit Counseling Completion Results - http://www.ifap.ed.gov/nsldsmaterials/092010ExitCounselingRecordLayoutEXTC01.htmlDelinquent Borrower - http://www.ifap.ed.gov/nsldsmaterials/092010DelinquentBorrowerReportExtRecLayoutSchools.html

12

Mid-year Changes (2010-2011)

13

Mid-year Changes (2010-2011)

14

Mid-year Changes (2010-2011)

15

APPLICATION & ISIR PROCESSING CHANGES2011-201216

Application & ISIR Processing Changes (2011-2012)Application (FAFSA) ChangesDraft 2011-2012 FAFSA PublishedElectronic Announcement dated September 16, 2010Federal Register Notice published September 16, 2010 Direct LinkURL: http://edicsweb.ed.gov/browse/downldatt.cfm?pkg_serial_num=4391 Select: Att 2011-2012 FAFSA Draft.pdf17

Application (FAFSA) ChangesNew Question: Name and Location of Applicants High SchoolQuestion #27Answer only if Response to Question #26 is 1 (High School Diploma)Name, City, and State (write-in)Revised Questions Interested in Work Study and Student Loans?No longer includes reference to loansU.S.D.E. Guidance: Defer decision until aid package has been proposed18Application & ISIR Processing Changes (2011-2012)

Application (FAFSA) ChangesRevised QuestionsEducation Credit questionNow includes American Opportunity Tax CreditQuestion #s 43 and 91 (student and parents, respectively)19Application & ISIR Processing Changes (2011-2012)

Application (FAFSA) Changes20Application & ISIR Processing Changes (2011-2012)

Application (FAFSA) Changes21Application & ISIR Processing Changes (2011-2012)

Application (FAFSA) ChangesDeleted ItemsEnrollment StatusQuestion #30 in 2010-2011Rationale: Frequent InaccuraciesTeacher Coursework Question Question #32 in 2010-2011Assess interest in/eligibility for TEACH GrantRationale:22Application & ISIR Processing Changes (2011-2012)

ISIR Data ChangesItems added, deleted, and modified consistent with the FAFSAHigh School information, Enrollment Status, Teacher Coursework question, etc.EXCEPTION: ACG-related data elements not deleted, but will be BLANKNew Output Items High School InformationHigh School Code; andHigh School Flag (Y or BLANK)23Application & ISIR Processing Changes (2011-2012)

ISIR Data ChangesNew Output ItemsIraq/Afghanistan Service Grant Overpayment Flag Included in NSLDS dataSimilar to other overpayment flags

Loan Status Code Value: VAIncluded in NSLDS data (loan detail)Denotes that Department of Veterans Affairs has discharged loan in light of disability24Application & ISIR Processing Changes (2011-2012)

ISIR Data ChangesOrder of data elements based upon paper FAFSAUnchangedMessage ClassesFormat (No XML ISIR)25Application & ISIR Processing Changes (2011-2012)

FAFSA On The Web (Applicants)Objective: SimplificationEnhancements includeRe-designed HomepageSingle log-in for all tasksNew Applicants and Renewal ApplicantsCustomized Application Status NotificationHistory of TransactionsIntegration With Related ProcessesCorrectionsIRS Data Retrieval (January 2011)State Applications (transfer from FOTW)26Application & ISIR Processing Changes (2011-2012)

FAA Access to CPS Online (Schools)Incorporate FAFSA Data Element ChangesAdditional ModificationsNEW: Asset Threshold QuestionRemoved: All references to ACG and SMART Grant ProgramsRenewal FAFSA: Students Marital Status Values Carried Forward (Reported/Assumed)Print SAR in PDF Format27Application & ISIR Processing Changes (2011-2012)

Web Demonstration SitesFAFSA On The Web and FAA Access to CPS OnlineAvailable in December 2010Link for access: http://fafsademo.test.ed.govUser ID: eddemoPassword: fafsatest28Application & ISIR Processing Changes (2011-2012)

NEED ANALYSIS CHANGES2011-201229

Need Analysis Changes (2011-2012)Automatic Zero EFC Determination: Income Threshold Raised to $31,000Updated DocumentationUpdates of Need Analysis TablesFederal Register Notice (Volume 75, Number 102) May 27, 2010 (Preliminary)Application Processing System Specifications for Software Developers (NAS): Draft published August 13, 20102011-2012 EFC Formula GuideScheduled publication: November 2010IFAP30

KEY PROCESSING DATES 2011-201231

Key Processing Dates (2011-2012)October 2010: PublicationsEDExpress Packaging Technical Reference *(9/22/2010)CPS Test System User GuideNovember 2010: PublicationsSummary of Changes for the Application Processing System ISIR GuideSAR Comment Codes and TextEFC Formula GuideEDE Technical Reference (FINAL)December 2010: Web Demonstration Sites32

Key Processing Dates (2011-2012)January 2011January 1: FAFSA On The Web & FAA Access to CPS On-lineJanuary 4: CPS Processing and EDExpress 1.0

33

FAS SYSTEM CHANGES2011-201234

FAS System Changes (2011-2012)Electronic Application Process (EAP)35

FAS System Changes (2011-2012)ISIR Data Processing (SARD)

36

FAS System Changes (2011-2012)ISIR Data Processing NSLDS

37

FAS System Changes (2011-2012)ISIR Correction/Student Record Update (UPCR)

38

FAS System Changes (2011-2012)ISIR Correction/Student Record Update

39

FAS System Changes (2011-2012)Need Analysis: Student (UM) Record

40

FAS System Changes (2011-2012)Control Records: Letter Writing

41

FAS System Changes (2011-2012)Additional Changes ISIR NSLDS Data Displays: New Loan Status Code of VA (if received)ISIR Correction/Student Update: Discontinue Determination of Preliminary ACG and SMART Grant Eligibility Need Analysis Student RecordCalculation of Tolerance DiscontinuedUpdate Page Data Items Re-ordered (consistent with FAFSA)

42

QUESTIONS & ANSWERS43

Financial Aid Services Staff 1-800-443-0646 Option 4, 2Jan Napiltonia - AVP (717-720-2077)

Mike Byers Manager, FAS

Lisa Humphrey Cathy Machamer Development Lead Customer Support LeadJohn Aunkst Skip HetrickSteve Angle Laura HolmesJanice Contino Andy MartinPamela Easley Marie PellishKara Marshall

Jodi Feagley Agreements & Administrative SupportBrad Fisher SAS Support for FAS & ALS44

** * ************* ************* ** * * * *

1. Addition of the FAFSA High school fields;2. Removal of the Teacher Coursework question and expected enrollment status;3. Re-wording of the Interested in Loans Question.

REMEMBER: The newly-added items should be completed ONLY if the answer to the HIGH SCHL OR EQUIVALENT Question is 1 (High School Diploma)*1. Addition of the High School information (The fields to the right of HS OR EQUIVALENT will display the 12 digit High School code and the High School Flag);2. Removal of the Enrollment status; 3. Removal of the Teacher Coursework fieldNOTE: If based upon the High School Code provided the CPS cannot find a matching record in its database, the High School Flag will be populated with a value of Y. Otherwise, it will be BLANK. *1. Addition of the Iraq/Afghanistan Service Grant Overpayment Flag*1.Change to INTERESTED IN LOANS/WORK STUDY;2. Removal of the CPS Enrollment Status field (will be a blank line above the NA ENROLL fields)*1. Addition of the High School information;2. Removal of the Teacher Coursework field (will now be a blank line under SCH EMAIL ADR)

NOTE: None of the High School fields will display current ISIR or Student Record values. These items will consist ONLY of update fields.*Removal of the CPS Enrollment Status field

NOTE: In light of the removal of the CPS Enrollment Status, initial calculations of Pell Grant Awards for all students will be based upon an assumed enrollment status of Full Time.*1. Removal of the Batch Letter options related to ACG, TEACH, and Interest in Loans. 2. First-time Borrower batch letter option re-labeled 1ST TIME BORROWER.****Closing slide. Must be the last slide all presentations.