NSLDS Update COHEAO Mid-Year Meeting Philadelphia, PA

NSLDS Update COHEAO Mid-Year Meeting Philadelphia, PA Pam Eliadis Lisa Hanners August 3, 2004 Agenda        NSLDS Overview Data Strategy & NSLDS NSLDS Projects FSA Projects NSLDS and Perkins NSLDS School Workgroup NSLDS Contact Information Questions NSLDS Overview 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 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 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 Lenders/Servicers GAs FFEL Loan Information Direct Loan Servicer FDLP Loan Information CPS Student Demographic Data Perkins Schools Perkins Loan Information Lars PEPS School Demographic Data Aid Overpayments Student Enrollment Transfer Students Pell Grant Information Loans assigned to ED Lender and Lender Servicer Data Aid Overpayments Debt Collection Service All Schools Pell Grant Program Timing of Data Feeds Daily: Pell PEPS CPS Demographic School Data Lender Data Weekly: Debt Collections Direct Loan Flexible Schedules: Guaranty Agencies Monthly: Perkins Schools NSLDS Users         Colleges, universities, and trade schools Students and borrowers ED Lenders Guaranty agencies State agencies ED contractors Other Federal Government agencies Data Strategy & NSLDS 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. Data Strategy Purpose “The Right Data to the Right People at the Right Time.” Consolidation of Data into Shared Source  Focus on Data Quality  Enterprise Standard for Student Identification  Integrated Partner Management  Enterprise Routing ID  Enterprise Access Management  Integrated Student View  Integrated Partner View  Foundation for more Timely and Efficient Processing  11 12 1 2 10 9 3 8 4 7 6 5 Data Strategy Desired Outcomes The Data Strategy defines FSA’s 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 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 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 Develop XML ISIR Develop XML Registry / Repository Production Deployment of XML Registry / Repository Right Data  XML Framework – – – 15 Plain text bullets are initial Data Strategy Scope. Italics represent Data Strategy 2.0 scope. 7 Data Strategy Initiatives  Common Identification – – Standard Student Identification Method Routing ID Enrollment and Access Management Right People  Trading Partner Enrollment and Access –  Technical Strategies – – – Right Time 11 12 1 2 10 9 3 8 4 7 6 5 Data Storage, Web Services, Web Usage and FSA Gateway Web Consolidation Options Enterprise Analytics Architecture and Operating Guidelines Plain text bullets are initial Data Strategy Scope. Italics represent Data Strategy 2.0 scope. 8 Target State Vision 13 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 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. Current NSLDS Projects 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 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 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 CSB Requirements  Currently NSLDS receives feeds from Direct Loan Servicing and Debt Collection. – – CSB requirements Consolidation of data Disability Loans held by ED   NSLDS is developing an internal, interim solution to obtaining data from CDDTS. Updated loan status, balance, and holder information 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 FSA’s Data Quality Projects 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 NSLDS & Perkins 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 Perkins DataPrep Software     Available on FSA Download at http://www.fsadownload.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. 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 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. Top 5 Errors in 2004      Error Code: 1392 Date Enrol Per Begin must be <= 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 > Initial Load Date (student’s DOB) Error Code: 1394 Date Entered Repayment must be >= Date of Disbursement 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. 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 NSLDS School Workgroup 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@nchelp.org – First meeting scheduled for October 19th in Washington DC How to contact NSLDS NSLDS Contact Information  NSLDS Customer Service Center – – – – Phone: 1-800-999-8219 Fax: 785-838-2154 Email: NSLDS@pearson.com Hours of operation: 8:00 AM – 9:00 PM Eastern  NSLDS Web sites – – FAP site: nsldsfap.ed.gov Student site: nslds.ed.gov Discussion and Questions