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2011-2012_FASSystemUpdate

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					2011-2012 FAS System Update
           Presented by:
            Steve Angle
  AES/PHEAA Education Services Group




                                       1
         Topic Agenda

 Mid-year Changes: 2010-2011
 Application and ISIR Processing
  Changes: 2011-2012
 Need Analysis Changes: 2011-2012
 Key Processing Dates: 2011-2012
 FAS System Changes: 2011-2012




                                     2
MID-YEAR CHANGES
    2010-2011




                   3
Mid-year Changes (2010-2011)
 ISIR Data: Iraq/Afghanistan Service
  Grant Eligibility Screening
   Implemented in May 2010
   Compare CPS and DoD Databases
      New ISIR that includes…
        DoD Match Flag (‘Y’ or BLANK);
        Parent/Guardian’s Date of Death; and
        Comment Code #298
      Use ALL elements to determine
       eligibility
 FAFSA On The Web Enhancements
   ‘Are You Male or Female?’
      Question relocated (numerous
       omissions)
      Implemented in February 2010         4
 Mid-year Changes (2010-2011)
 IRS Data Retrieval Process
   Implemented September 2010
   Electronic Announcement dated
    September 23, 2010
   Modifications
      FAFSA On The Web
        Process expanded to include
         applicants using Spanish FAFSA On
         The Web
        Same procedures for navigating to the
         IRS Website and transferring data
        IRS Website in English initially
        Spanish version of IRS Website to
         implemented in December 2010         5
 Mid-year Changes (2010-2011)
 IRS Data Retrieval Process
   Modifications
      ISIR Output: Includes Two New Items
        Student IRS Request Flag; and
        Parents IRS Request Flag
        Values
           00 = No Transfer to IRS Database
           01 = Transfer to IRS, but no data
            retrieved
           02 = Data retrieved; not changed
           03 = Data retrieved; changed prior to
            submission
           04 = Data retrieved; corrected via a
            new ISIR Transaction
                                                    6
 Mid-year Changes (2010-2011)
 IRS Data Retrieval Process
   Modifications
      FAA Access to CPS On-line
        Text Descriptions of Flag Values
        Labels for Data Values:
         ‘Transferred from the IRS’




                                            7
Mid-year Changes (2010-2011)
 COD Processing Changes
   Implementation: October 8-9, 2010
   Modifications
     MPN Processing: E-mail Notification
        Sent to students who attend schools
         that elect to print MPNs (‘COD
         Options’)
        Credit approvals for PLUS Loans
        Encourages students to complete
         MPN on-line
         (Subsidized/Unsubsidized)
           Reminder Notices sent
           School Override: Send appropriate
            Print Code with Origination Record
                                                 8
 Mid-year Changes (2010-2011)
 COD Processing Changes
   Modifications
      Iraq/Afghanistan Service Grants
             Functionality Available to submit
              Awards and Disbursements
             On-line Submission ONLY (COD
              Website)
             Anticipated Disbursements ONLY
             Funding Contingent upon Submissions
   Additional 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
  Processing
   Exit Counseling Completion Results
     Verify students’ completion of exit
      counseling
        FFELP OR Direct Loan
        Content: Same as current ‘ad hoc’
         reports
     Report sent automatically via SAIG
     Select parameters for delivery
          Frequency
          Format
          Version
          School Code
          Destination Mailbox (TG Number)*   1
                                              0
Mid-year Changes (2010-2011)
 NSLDS Processing Changes:
  Automated Reports – Loan
  Processing
   Delinquent Borrower
     Information re: Borrowers Whose
      Loans are Past Due
        Demographic Information
        Loan Information
     Direct Loans ONLY
        Serviced by one of the four federal
         contractors; but
        Not serviced by the Direct Loan
         Servicing Center
     Report sent automatically via SAIG
     Select Parameters for Delivery*          1
                                               1
Mid-year Changes (2010-2011)
 NSLDS Processing Changes:
  Automated Reports – Loan
  Processing
   Request Process: Use NSLDS ‘FAP’
    Website (www.nsldsfap.ed.gov)
   Documentation
     NSLDS Newsletter #28
      (September 20, 2010)
     Record Layouts (Links)
        Exit Counseling Completion Results
         - http://www.ifap.ed.gov/nsldsmaterials/092010ExitCounselingRecordLayoutEXTC01.html
        Delinquent Borrower -
          http://www.ifap.ed.gov/nsldsmaterials/092010DelinquentBorrowerReportExtRecLayoutSchools.html



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                                                                                                    2
Mid-year Changes (2010-2011)




                               1
                               3
Mid-year Changes (2010-2011)




                               1
                               4
Mid-year Changes (2010-2011)




                               1
                               5
 APPLICATION & ISIR
PROCESSING CHANGES
    2011-2012


                      1
                      6
  Application & ISIR Processing
             Changes
           (2011-2012)
 Application (FAFSA) Changes
   Draft 2011-2012 FAFSA Published
     Electronic Announcement dated
      September 16, 2010
     Federal Register Notice published
      September 16, 2010
     Direct Link
        URL:
        http://edicsweb.ed.gov/browse/downldatt.cfm?pkg_serial_num=4391

        Select: ‘Att 2011-2012 FAFSA
         Draft.pdf’



                                                                          1
                                                                          7
  Application & ISIR Processing
             Changes
           (2011-2012)
 Application (FAFSA) Changes
   New Question: Name and Location of
    Applicant’s High School
     Question #27
     Answer 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 loans
        U.S.D.E. Guidance: Defer decision
         until aid package has been proposed

                                                 1
                                                 8
  Application & ISIR Processing
             Changes
           (2011-2012)
 Application (FAFSA) Changes
   Revised Questions
     ‘Education Credit’ question
     Now includes American Opportunity
      Tax Credit
     Question #s 43 and 91 (student and
      parents, respectively)




                                           19
 Application & ISIR Processing
            Changes
          (2011-2012)
 Application (FAFSA) Changes




                                 2
                                 0
 Application & ISIR Processing
            Changes
          (2011-2012)
 Application (FAFSA) Changes




                                 2
                                 1
  Application & ISIR Processing
             Changes
           (2011-2012)
 Application (FAFSA) Changes
   Deleted Items
     Enrollment Status
        Question #30 in 2010-2011
        Rationale: Frequent Inaccuracies
     ‘Teacher Coursework’ Question
        Question #32 in 2010-2011
        Assess interest in/eligibility for
         TEACH Grant
        Rationale:




                                              2
                                              2
  Application & ISIR Processing
             Changes
           (2011-2012)
 ISIR Data Changes
   Items added, deleted, and modified
    consistent with the FAFSA
     High School information, Enrollment
      Status, Teacher Coursework question,
      etc.
     EXCEPTION: ACG-related data
      elements not deleted, but will be
      BLANK
   New Output Items
     High School Information
        High School Code; and
        High School Flag (‘Y’ or BLANK)
                                           2
                                           3
 Application & ISIR Processing
            Changes
          (2011-2012)
 ISIR Data Changes
   New Output Items
     ‘Iraq/Afghanistan Service’ Grant
      Overpayment Flag
        Included in ‘NSLDS’ data
        Similar to other ‘overpayment’ flags

     Loan Status Code Value: ‘VA’
        Included in ‘NSLDS’ data (loan detail)
        Denotes that Department of Veterans
         Affairs has discharged loan in light of
         disability


                                                2
                                                4
  Application & ISIR Processing
             Changes
           (2011-2012)
 ISIR Data Changes
   Order of data elements based upon
    paper FAFSA
   Unchanged
     Message Classes
     Format (No ‘XML’ ISIR)




                                        2
                                        5
 Application & ISIR Processing
            Changes
          (2011-2012)
 FAFSA On The Web (Applicants)
   Objective: Simplification
   Enhancements include…
     Re-designed Homepage
        Single log-in for all tasks
        New Applicants and Renewal
         Applicants
     Customized Application Status
      Notification
     History of Transactions
     Integration With Related Processes
        Corrections
        IRS Data Retrieval (January 2011)
        State Applications (transfer from
         FOTW)                               2
                                             6
  Application & ISIR Processing
             Changes
           (2011-2012)
 FAA Access to CPS Online (Schools)
   Incorporate FAFSA Data Element
    Changes
   Additional Modifications
     NEW: ‘Asset Threshold’ Question
     Removed: All references to ACG and
      SMART Grant Programs
     Renewal FAFSA: Student’s Marital
      Status Values Carried Forward
      (Reported/Assumed)
     Print SAR in PDF Format


                                           2
                                           7
  Application & ISIR Processing
             Changes
           (2011-2012)
 Web Demonstration Sites
   FAFSA On The Web and FAA Access
    to CPS Online
   Available in December 2010
   Link for access:
    http://fafsademo.test.ed.gov
     User ID: eddemo
     Password: fafsatest




                                      2
                                      8
NEED ANALYSIS CHANGES
      2011-2012



                    29
Need Analysis Changes (2011-2012)
    ‘Automatic Zero’ EFC
     Determination: Income Threshold
     Raised to $31,000
    Updated Documentation
      Updates of Need Analysis Tables
         Federal Register Notice (Volume
          75, Number 102) May 27, 2010
          (Preliminary)
         Application Processing System
          Specifications for Software
          Developers (‘NAS’): Draft
          published August 13, 2010
      2011-2012 EFC Formula Guide
         Scheduled publication: November
          2010                              3
                                            0
KEY PROCESSING DATES
      2011-2012



                       31
  Key Processing Dates (2011-
            2012)
 October 2010: Publications
   EDExpress Packaging Technical
    Reference *(9/22/2010)
   CPS Test System User Guide
 November 2010: Publications
   Summary of Changes for the
    Application Processing System
   ISIR Guide
   SAR Comment Codes and Text
   EFC Formula Guide
   EDE Technical Reference (FINAL)
 December 2010: Web Demonstration
  Sites
                                      32
Key Processing Dates (2011-2012)

 January 2011
    January 1: FAFSA On The Web &
     FAA Access to CPS On-line
    January 4: CPS Processing and
     EDExpress 1.0




                                     33
FAS SYSTEM CHANGES
     2011-2012



                     34
FAS System Changes (2011-2012)
   Electronic Application Process
    (EAP)




                                     3
                                     5
FAS System Changes (2011-2012)
  ISIR Data Processing (SARD)




                                 3
                                 6
FAS System Changes (2011-2012)
  ISIR Data Processing – NSLDS




                                  3
                                  7
FAS System Changes (2011-2012)
 ISIR Correction/Student Record
  Update
   (UPCR)




                                   3
                                   8
FAS System Changes (2011-2012)
  ISIR Correction/Student Record
   Update




                                    3
                                    9
FAS System Changes (2011-2012)
  Need Analysis: Student (UM) Record




                                    4
                                    0
FAS System Changes (2011-2012)
  Control Records: Letter Writing




                                     4
                                     1
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 Record
       Calculation of Tolerance
        Discontinued
       ‘Update Page’ Data Items Re-
        ordered (consistent with FAFSA)   4
                                          2
QUESTIONS & ANSWERS




                  4
                  3
 Financial Aid Services Staff
1-800-443-0646 Option 4, 2
               Jan Napiltonia - AVP
                    (717-720-2077)
          Mike Byers – Manager, FAS
Lisa Humphrey                        Cathy Machamer
 Development Lead                    Customer Support Lead

John Aunkst                           Skip Hetrick
Steve Angle                            Laura Holmes
Janice Contino                        Andy Martin
Pamela Easley                         Marie Pellish
Kara Marshall

Jodi Feagley – Agreements & Administrative Support
Brad Fisher – SAS Support for FAS & ALS




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