NSLDS Basics. For Training/Discussion Purposes Only October 23-25, Suzanne Scheldt U.S. Department of Education 1. Agenda

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1 NSLDS Basics WFAA Fall Conference October 23-25, 2013 Agenda Accessing NSLDS Checking Aggregates Pell Grant LEU Enrollment Reporting Transfer Student Monitoring Profile NSLDS Reports 2 Accessing NSLDS - Now Behind AIMS 3 U.S. Department of Education 1

2 NSLDS Behind AIMS 4 NSLDS Behind AIMS 5 NSLDS Behind AIMS 6 U.S. Department of Education 2

3 Agenda Accessing NSLDS Checking Aggregates Pell Grant LEU Enrollment Reporting Transfer Student Monitoring Profile NSLDS Reports 7 Checking Aggregates Aggregates are calculated in real-time when you retrieve a student on the NSLDS Professional Access Site (NSLDSFAP) May be different from the last ISIR or last time student/borrower data was retrieved Aggregate loan information is separated into undergraduate and graduate loan totals The undergraduate aggregate section will display only if the student has undergraduate loans and the graduate aggregate section will display only if the student has graduate loans 8 Checking Aggregates Undergraduate/Graduate Award Year is determined based on the loan period begin date from the most recently reported undergraduate/graduate loan for the student The Dependency Status Indicator identifies the dependency status used in the student s undergraduate/graduate loan limits determination 9 U.S. Department of Education 3

4 Checking Aggregates 10 Checking Aggregates Exceeds Loan Limits warning symbols for graduate and undergraduate borrowers Click the link for the Exceeds Loan Limit warning symbol to display those loans that were attributed to the applicable loan limit overage 11 Checking Aggregates Example Click the Link 12 U.S. Department of Education 4

5 Aggregate Example Click Result 13 Agenda Accessing NSLDS Checking Aggregates Pell Grant LEU Enrollment Reporting Transfer Student Monitoring Profile NSLDS Reports 14 Pell Grant LEU Lifetime Eligibility Used The amount of Federal Pell Grant funds a student may receive is limited to the equivalent of six years of Pell Grant funding Since the maximum amount of Pell Grant funding a student can receive each year is equal to 100%, the six-year equivalent is 600% 15 U.S. Department of Education 5

6 Pell Grant LEU Calculated by COD and provided to NSLDS One time catch up file provided in July from COD for award year and forward All subsequent changes will be sent to NSLDS by COD 16 Pell Grant LEU Displays on websites NSLDS Professional Access, Grant page NSLDS Student Access, Grant section 17 Pell Grant LEU NSLDS to CPS Starting July 2012, Award Year , changes include: Addition of a new Pell Lifetime Limit Flag in prescreening match between NSLDS and CPS: E = Limit met or Exceeds (>= 600%) C = Close to Limit (between 501% and 599%) H = High % warning (between 451% and 500%) N = No Problem 18 U.S. Department of Education 6

7 Pell Grant LEU Starting July 2012, Award Year , CPS changes include: Addition of new post-screening reason codes between NSLDS and CPS: 20 = Pell eligible and met or exceeded Pell LEU limit (greater than or equal to 600%) 21 = No longer met or exceeded Pell LEU limit 22 = Pell eligible and close to Pell LEU limit (between 501% and 599%) 23 = No longer close to Pell LEU limit 19 Pell Grant LEU New Pell Grant LEU Warning Icons The NSLDS Professional Access Web site now displays the following new warning icons on the NSLDS Loan History, Grant, Aid Overpayment, and Student Access Interface pages for students who are close to their Pell Grant LEU Limit and those who have met or exceeded their Pell Grant LEU Limits: 20 Agenda Accessing NSLDS Checking Aggregates Pell Grant LEU Enrollment Reporting Transfer Student Monitoring Profile NSLDS Reports 21 U.S. Department of Education 7

8 Enhancements for Enrollment Reporting New Enrollment Reporting File Format Enrollment Reporting Profile with options to: Establish reporting file preferences Set up a location as the Administrator Change schedule Request ad hoc roster See Quarterly Certification report For more information see NSLDS Newsletter 39 and NSLDS Newsletter 40 on IFAP 22 New Enrollment Reporting File Format Options New Enrollment Reporting File Format Enhanced Fixed Width flat file Enhanced Comma Separated Values (CSV) file Enhanced extensible Markup Language (XML) file Layouts posted to NSLDS Record Layouts section on the IFAP Web site on 4/6/12 23 New Enrollment Reporting File Format Options Transition to new format by March 31, 2013 Indicate file type choice on NSLDS new Enrollment Reporting Profile page Current file format will be used until a new format is selected on the NSLDS Professional Access Web site 24 U.S. Department of Education 8

9 Enrollment Reporting Profile 25 Use Profile Page for Preferences 26 Update File Preferences by March 31, U.S. Department of Education 9

10 Enrollment Spreadsheet Submittal The Enrollment Spreadsheet Submittal Format, will be posted in early December 2012 to the "Software and Associated Documents" section of the Federal Student Aid Download (FSAdownload) Web site It will include: Enrollment Spreadsheet Submittal Instructions Guide Enrollment Spreadsheet Submittal Format There is also information in the NSLDS Enrollment Reporting Guide posted on IFAP November 20, 2012 and updated on January 11, Using Spreadsheet Submittal Create a file You can create your own You can import a file to a spreadsheet, such as the Enrollment Roster file in CSV sent via SAIG Make sure the first tab is named upload file Save as a spreadsheet file with an extension of.xls or.xlsx (Excel format) Open the Enrollment Submittal link under the Enroll Tab 29 Enrollment Submittal Page 30 U.S. Department of Education 10

11 Error Count and Pop Up Box to View Results 31 Results Spreadsheet 32 Agenda Accessing NSLDS Checking Aggregates Pell Grant LEU Enrollment Reporting Transfer Student Monitoring Profile NSLDS Reports 33 U.S. Department of Education 11

12 Transfer Student Monitoring (TSM) Profile Tells NSLDS: Who is responsible Mailbox that will be used to send Inform files How long to monitor How/where alerts are to be received 34 TSM Profile 35 TSM Time Period Monitoring Period can be set by school Default period is 90 days It can be changed to a value from 30 to 120 days Designated number of days all the students are monitored beyond the Enrollment Begin Date 36 U.S. Department of Education 12

13 TSM Profile Update 37 TSM Re-Populate Re-populate the TSM list page of those students previously added to the Inform process and used during a prior monitoring period Allows schools to select and update students from a Web page FAA can continuously add from one monitoring time period to another 38 TSM Re-Populate 39 U.S. Department of Education 13

14 Agenda Accessing NSLDS Checking Aggregates Pell Grant LEU Enrollment Reporting Transfer Student Monitoring Profile NSLDS Reports 40 NSLDS Reports NSLDS has 3 types of reports: On-demand reports sent to the requestor s SAIG TG Mailbox Web reports that provide an immediate PDF or Excel file Scheduled reports that are created at specific intervals and delivered to a designated SAIG TG Mailbox 41 NSLDS Report List 42 U.S. Department of Education 14

15 NSLDS Web Report List 43 NSLDS Scheduled Reports Set up under the Org tab, School Profile page Define the profile for the report Reporting Type includes options for Comma Delimited, Fixed Width, or Report (pre-formatted) For some Exit Counseling reports, when selecting Comma Delimited or Fixed Width Reporting Types, a user may also indicate an Extract Format of either NSLDS or Direct Loan Frequency includes the following schedule options for report delivery: Daily (generated and distributed Monday through Friday) Weekly (generated and distributed every Thursday) Monthly (generated and distributed every 8 th day of the month) Quarterly (generated and distributed every 8 th day of the first month of each calendar quarter January, April, July, and October) Cancel (to stop report delivery) 44 NSLDS Scheduled Reports Set up under the Org tab, School Profile page, continued Define the profile for the report Frequency includes the following schedule options for report delivery: Daily (generated and distributed Monday through Friday) Weekly (generated and distributed every Thursday) Monthly (generated and distributed every 8 th day of the month) Quarterly (generated and distributed every 8 th day of the first month of each calendar quarter January, April, July, and October) Cancel (to stop report delivery) 45 U.S. Department of Education 15

16 NSLDS Scheduled Reports 46 NEED HELP WITH NSLDS? CONTACT: NSLDS Customer Support Center Phone: Toll: Fax: Web: QUESTIONS? 48 U.S. Department of Education 16

17 Training Evaluation To ensure quality training, we ask all participants to complete an online evaluation for each session. Go to Evaluation form is specific to Feedback is a tool to help us improve our training and to listen to our customers Additional concerns about training can be directed to mark.gerhard@ed.gov 49 Contacts Seattle Training Officers Kim Wells firstname.lastname@ed.gov U.S. Department of Education 17