application processing system update marilyn leblanc director of application processing michele...
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![Page 1: Application Processing System Update Marilyn LeBlanc Director of Application Processing Michele Brown Director of Applicant Products and Customer Service](https://reader035.vdocuments.site/reader035/viewer/2022062308/56649d235503460f949f8f82/html5/thumbnails/1.jpg)
Application Processing Application Processing System UpdateSystem Update
Marilyn LeBlancDirector of Application Processing
Michele Brown Director of Applicant Products
and Customer Service
![Page 2: Application Processing System Update Marilyn LeBlanc Director of Application Processing Michele Brown Director of Applicant Products and Customer Service](https://reader035.vdocuments.site/reader035/viewer/2022062308/56649d235503460f949f8f82/html5/thumbnails/2.jpg)
Today’s Topics• Implementation of the 2005 Higher Education Reconciliation Act
(HERA) for 2006-07 and 2007-08– FAFSA
– Application Processing System
• 2007-08 Application Processing System Changes– Paper FAFSA
– Paper SAR, online SAR, and ISIR
– FAFSA on the Web and the Federal Student Aid PIN Web site
– FAFSA on the Web Worksheet and Student Application Resources
– Application Edits
– NSLDS Financial Aid History Information
– Important Dates
![Page 3: Application Processing System Update Marilyn LeBlanc Director of Application Processing Michele Brown Director of Applicant Products and Customer Service](https://reader035.vdocuments.site/reader035/viewer/2022062308/56649d235503460f949f8f82/html5/thumbnails/3.jpg)
Implementation of HERA Implementation of HERA Provisions Provisions
2006-07 and 2007-082006-07 and 2007-08
The FAFSA The FAFSA
The Application Processing SystemThe Application Processing System
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HERA of 2005
• Other interest sessions that include HERA information
– Session 5 - ACG and National SMART Grant: Student
Eligibility and Academic Year Issues
– Session 6 - ACG and National SMART Grant: Transfer
Student and Rigor/Major Issues
– Session 10 - General Provisions Update: Changes made
by the HERA
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HERA of 2005
• Other interest sessions that include HERA information
– Session 11 - Return of Title IV Funds: HERA Policy and
Implementation Changes
– Session 15 - NSLDS: Changes for 2006 and 2007
– Session 17 - ACG/SMART: Reporting from CPS to COD;
Funding Levels and Institutional Reports
– Session 20 - FFEL and Direct Loan Policy Update
![Page 6: Application Processing System Update Marilyn LeBlanc Director of Application Processing Michele Brown Director of Applicant Products and Customer Service](https://reader035.vdocuments.site/reader035/viewer/2022062308/56649d235503460f949f8f82/html5/thumbnails/6.jpg)
HERA Implementation Approach and Considerations
• Many provisions effective beginning in 2006-07
• Implementation approach and considerations –
– Limit amount of change to 2006-07 Central Processing
System, the FAFSA, SAR and ISIR
– Implement changes as quickly as possible
– Provide customer software providers enough time for
development
– Leverage existing functionality wherever possible
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New Grant Programs
Implementation for
2006-07 and 2007-08
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HERA of 2005
• HERA Created Two New Grant Programs
– Academic Competitiveness Grant (ACG)
– National Science and Mathematics Access to Retain
Talent (SMART) Grant
• Implementation goal was to design a process to help
schools identify students who are potentially eligible
for ACG
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Academic Competitiveness Grant2006-07 Implementation
• On July 1, 2006, sent letters and e-mails to all 2006-07
applicants (Web and paper filers) who appeared to meet
minimum ACG requirements
• E-mails and letters informed applicants how to provide
ACG information –
– Web site
– Federal Student Aid Information Center (FSAIC)
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Academic Competitiveness Grant2006-07 Implementation
• Web site “screens” applicants (U.S. citizen, Pell
eligible) and asks “Did or will student complete high
school program of study after 1/1/05?”
– If student answers ‘yes’ to this question, Web
displays additional ACG questions
• FSAIC Customer Service Representatives will follow
similar process on the phone to collect ACG data
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Academic Competitiveness Grant2006-07 Implementation
• When ACG information is submitted –
– Student Aid Report (SAR), with comments, sent to
student
– Central Processing System (CPS) notifies all
institutions of student’s potential ACG eligibility via –
• Comment codes on ISIR, and
• Flat file
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Academic Competitiveness Grant2006-07 Implementation
• ISIRs sent in new “pushed” message class
(IGAA07OP) to all institutions listed on the
transaction
• Flat file sent in new message class (ED2007OP)
– Includes: SSN, Name ID, ISIR Transaction Number,
student’s name and date of birth, answers to ACG
questions, rigorous program code
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Academic Competitiveness Grant2006-07 Implementation
• On or after July 1, 2006 – Students who apply using–
• Online Application – FAFSA on the Web “screens” applicants for potential eligibility and gives applicants option to provide ACG information
• Paper Application – No change to paper 2006-07 FAFSA; filers sent comment on SAR directing them to Web site or FSAIC to provide ACG information
– FAAs can enter ACG information in FAA Access to CPS Online
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Academic Competitiveness Grant2007-08 Implementation
• FAFSA on the Web and FAA Access to CPS Online
will “screen” applicants for potential eligibility and give
students and FAAs option to provide ACG information
• Paper filers who appear to be potentially eligible for
ACG will be sent a comment on the SAR directing them
to FSAIC to provide additional information over the
phone
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Academic Competitiveness Grant2006-07 and 2007-08 Implementation
• SARs, with comments, sent to students
• ISIRs sent in existing message class IGSA0XOP or
IGSG0XOP to all institutions listed on the transaction
• Flat file sent in new message class (ED200XOP)
• Student ACG data may be viewed on –
– FAFSA on the Web
– FAA Access to CPS Online
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Need Analysis Changes
Implementation for
2006-07 and 2007-08
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Need Analysis Changes
• Simplified Needs Test (SNT) and automatic zero
Expected Family Contribution (EFC) Criteria
• Active Duty Military Independence Criterion
• Treatment of Qualified Education Benefits
• Treatment of Small Business Assets
• 2007-08 Income Protection Allowances (IPA) and
Asset Assessment Rates
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SNT and Auto Zero EFC Criteria
• SNT and automatic zero EFC –
– Only parent’s type of tax return filed considered
for dependent students
– Means-tested federal benefit program an
alternative to tax return requirement
• Automatic zero EFC only –
– Income threshold increased to $20,000
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SNT and Auto Zero EFC Criteria 2006-07 Implementation
• On May 19, 2006, two changes made to CPS –
– For dependent students, updated system to look only at
type of tax return parent filed to qualify for SNT or
automatic zero EFC
– Increased automatic zero EFC income parameter in
system from $16,000 to $20,000 for –
• Parents of dependent students
• Independent students with dependents other than a spouse
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SNT and Auto Zero EFC Criteria 2006-07 Implementation
• CPS reprocessed students who applied for aid
prior to May 19th and now meet new HERA
criteria for SNT or automatic zero EFC
• Applicants who applied on or after May 19 had
new criteria applied to their application data
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SNT and Auto Zero EFC Criteria 2006-07 Implementation
• New means-tested federal benefits program criteria
• Students may now qualify for SNT or automatic zero
EFC if they or their parents (or anyone in the
household) –
– Received benefits from a means-tested federal
program
– Meet relevant income thresholds
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SNT and Auto Zero EFC Criteria 2006-07 Implementation
• 2006-07 Web and paper FAFSA not revised to
collect means-tested federal benefit information
• If institution learns that member of student’s
household received a means-tested federal benefit,
correct to ‘Yes’ FAFSA question 34 or 72 (was
student or parent eligible to file a 1040A or
1040EZ?)
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SNT and Auto Zero EFC Criteria 2007-08 Implementation
• New SNT/automatic zero EFC criteria (tax return and auto zero income parameter) rolled forward into 2007-2008 CPS
• Means-tested benefits questions will be asked on both 2007-08 paper and online FAFSA
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Treatment of Qualified Education Benefits• Qualified Education Benefits
– Consistent treatment
– Now treated as an asset
• 2006-07 Implementation
– No change to paper or Web instructions
• 2007-08 Implementation
– Paper and online FAFSA instructions for investment net worth questions will describe how to report qualified education benefits
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Treatment of Small Business Assets• Exclude family-owned and controlled small businesses
from asset net worth• 2006-07 Implementation
– No change to paper or Web instructions• 2007-08 Implementation
– 2007-08 paper and online FAFSA instructions for investment questions describe how to report family-owned and controlled small businesses
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IPA and Asset Assessment Rates2007-08 Only
• Increase in Income Protection Allowances– From $2,200 to $3,000 for dependent students
– From $5,000 to $6,050 for independent students (single) without dependents and married students (without dependents) with a spouse enrolled at least ½ time
– From $8,000 to $9,700 for independent (married) students without a dependent whose spouse is not enrolled
• Decrease in Asset Assessment Rates– From 35% to 20% for dependent students and independent students
without dependents
– From 12% to 7% for independent students with dependents other than a spouse
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Student Eligibility
Implementation for
2006-07 and 2007-08
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Definition of an Independent Student
• Students serving on active duty in the
U.S. Armed Forces for other than
training purposes are now considered
independent
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Definition of an Independent Student2006-07 Implementation
• No change to paper or online FAFSA
• If institution becomes aware that an otherwise
dependent student is serving on active duty it must
submit a “dependency override” to CPS
• CPS will recalculate EFC using independent student
formula
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Definition of an Independent Student2006-07 Implementation
• New SAR comment (comment code 119) informing
dependent students of new active duty military
independence criterion –
– Comment on SARs sent to dependent students as part of
May 19, 2006 reprocessing
– Comment on SARs for all dependent student applications
and corrections submitted on or after May 19th
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Definition of an Independent Student2007-08 Implementation
• Paper and online FAFSAs will include new
dependency status question in Step 3
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Drug Offenses
• Student eligibility provision modified –
students lose eligibility for federal student
aid only if the drug-related offense for
which they were convicted occurred during
a period of enrollment for which the student
was receiving Title IV aid
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Drug Offenses2006-07 Implementation
• On July 1, 2006, revised –
• Drug question wording and instructions on FAFSA on the Web
• Drug Conviction Worksheet on the Web
• FSAIC automated response system
• Question on paper FAFSA not reworded, but paper filers
will receive SAR with revised paper Drug Conviction
Worksheet
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Drug Offenses2006-07 Implementation
• All students who applied on or before June 30, 2006
(paper and Web) and answered ‘Yes’ (either ‘2’ - partial
ineligibility, or ‘3’ - full ineligibility) to drug question, or
left question blank –
– Received e-mail or letter about change to drug conviction
provision
– Instructed to –
• Complete revised Drug Conviction Worksheet
• Correct their response to the drug question, if necessary
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Drug Offenses 2007-08 Implementation
• Both paper and online FAFSA drug offense
wording updated
• Help text on FAFSA on the Web updated
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2007-08 FAFSA
and
Application Processing System Changes
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2007-2008 Application Processing System Changes
• Processing Statistics
• Paper FAFSA
• Paper SAR, Online SAR, and ISIR
• FAFSA on the Web
• FAFSA on the Web Worksheet
• Toolkit/Student Resources
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2007-2008 Application Processing System Changes
• Federal Student Aid PIN Web Site
• Renewal Application Process
• FAA Access to CPS Online
• New Application Edits
• NSLDS Aid History Information
• Important 2007-08 Dates
• 2007-08 Web Demonstration Site
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01,000,0002,000,0003,000,0004,000,0005,000,0006,000,0007,000,0008,000,0009,000,000
10,000,00011,000,00012,000,00013,000,00014,000,000
Applications through Week 44
2005-06 2006-07
That’s a 1.16% increaseThat’s a 1.16% increase
Application Volumes 2005-06 and 2006-07 Processing Statistics
•12,012,07112,012,0712005-06 FAFSAs processed as of October 29, 2005
•12,151,73612,151,7362006-07 FAFSAs processed as of October 29, 2006
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Application Processing Statistics Paper vs. Electronic Filers through Week 44
0
2000000
4000000
6000000
8000000
10000000
12000000
ElectronicApps
Paper Apps 2004-052005-062006-07
For 2006-07 –
• 94.3% of applications
filed electronically
• 5.7% of applications
filed on paper FAFSA
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Application Processing Statistics
• Applications received by State
– For 2005-06 and 2006-07
– Available in Excel and PDF formats on IFAP
– http://ifap.ed.gov/eannouncements/0816AppsbyState.html
• Applications received by school
– For 2005-06 and 2006-07
– Available in Excel and PDF formats on IFAP
– http://www.ifap.ed.gov/eannouncements/0816AppsbySchool.html
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The 2007-08 Paper FAFSA
• 60-day public comment
period ended on 8/7/06
• Final 30-day comment period
ended on 9/18/06
• FAFSA approved on 9/29/06
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The 2007-08 Paper FAFSA
• 2007-08 FAFSA– YellowYellow for Students
Pantone 108 CVU
– PurplePurple for Parents
Pantone 263 CVU
• New packaging– Cover and Notes pages 1 through 6
– Form pages numbered 7 through 10
– Expanded instructions, one page of “Tips”
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The 2007-08 Paper FAFSA
• States that do not specify priority deadline
dates have been moved to the top of the list
on front page
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The 2007-08 Paper FAFSA• Enrollment status question 25 reformatted and will follow
“grade level in college?”
• Notes for question 25 describe enrollment status choices
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The 2007-08 Paper FAFSA• Work-study and loan questions (27 and 28 on 2006-07
FAFSA) combined and reformatted into single question (#26) to create space for new questions required by HERA
• Notes for question 26 describe work-study and loan choices
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The 2007-08 Paper FAFSA
• Four college and housing code choices
• Colleges re-numbered on the paper FAFSA to 97a – 97h
• Web continues to include six college and housing code choices
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The 2007-08 Paper and Online SAR• Paper SAR
– Yellow in color
– DRN in top right hand corner of SAR; same position as online SAR
– ‘BLANK’ printed when answer left blank, but is required
• SAR information on the Web
– Changing return address to [email protected]
– Changing e-mail subject line to “FAFSA Results – 2007-2008 SAR”
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2007-08 Institutional Student Information Record (ISIR)
• 2007-08 ISIR record layout posted on 8/4/2006
• ISIR will follow order of 2007-2008 paper FAFSA
• Includes new data elements for new FAFSA
questions and reformatted responses to questions
• Date fields incremented
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2007-08 Institutional Student Information Record (ISIR)
• Will include up to six school and housing codes
• Will continue to include new ACG Comment Codes
(267 – 271)
• ACG flat file will be sent along with ISIRs
• No new message classes
• 2007-08 ISIR in flat file format only (no XML ISIR)
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2007-08 FAFSA on the Web• Year of minimal change
• Applicants must enter SSN twice to verify accuracy
• Implement Automatic Zero EFC and SNT skip logic enhancements for new means-tested federal benefits questions
• New stand-alone “add/modify a school” functionality added
• Will partially mask preparer’s SSN
• Common look and feel for Federal Student Aid Suite of Application Products
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2007-08 FAFSA on the Web Worksheet• Added question numbers to match paper
FAFSA numbers
• Changes correspond to changes made on FAFSA on the Web
• Reordered to accommodate new questions and new Web flow logic
• Header updated to reflect common look and feel
• Available for order now on FSAPubs Web site http://www.ed.gov/offices/OSFAP/services/fsapubshome.html
• Scheduled to begin shipping at the end of October
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2007-08 Student Application Resources
• Options available include:
– FAFSA on the Web Poster
– Start Here: Federal Student Aid Bookmark• One side in English
• One side in Spanish
– FAFSA Tips Brochure
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2007-08 Student Application Resources
• We continue to promote online filing
• We have included messaging to help
students understand they should apply
beginning January 1
• We have also included a fill-in box where
counselors and other community partners
can fill in their respective state filing
deadlines
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2007-08 Student Application Resources
• Redesigned FAFSA on the Web Tips Card, sized to fit in a standard business envelope
• FAFSA Tips provides a list of steps for applying online and information on how to get free help online, by phone, or in person
• The bookmark tag line - “Financial Aid for College Starts Here.” In recent focus groups, we heard that the mention of dollars for college resonates with students and parents, thus the reference to $80 billion in aid annually
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2007-08 FSAPubs Web site• Completely re-designed home
page, now consistent with the latest look and feel
• Publication descriptions updated to describe the intended audience
• Publication-specific “alerts” inform users of companion items whenever appropriate
• When logged in, postsecondary institutions can view their FAFSA filing statistics
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2007-08 PIN and PIN Web site• Renamed to “Federal Student Aid PIN Web site”
• Users now required to enter their SSN twice on new PIN applications
• PIN e-mail address updated to [email protected]
• Common look and feel for the Federal Student Aid PIN Web site
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2007-08 Renewal Application Process
• In October 2006, reminders were sent to schools to have
students update postal and e-mail address with CPS
• Renewal Reminders will be sent in early January 2007
(instead of once in November and again in February)
– Students with a valid e-mail address will receive e-mail reminders
– If no e-mail address or e-mail is undeliverable, paper reminder
letter will be sent to applicant
• Will not convert “Do you want work-study or loans?”
questions
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2007-08 FAA Access to CPS Online• New look and feel matches other FSA school web sites
• Entry screens changed to mimic changes to paper FAFSA
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2007-2008 Edit Changes
• Transactions resulting from FAA
Adjustment –
– New school code cannot be added to
transaction that contains an FAA Adjustment
Flag
– Other schools cannot view transactions in FAA
Access to CPS Online containing an FAA
Adjustment done by another school
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2007-08 Edit Changes
• New warning edits if—
– Parents’ or independent student’s tax return status is
“Will not file” and sum of earned income is within
required range to file a return
– Parents’ AGI equal to student’s AGI
– Dependent student’s AGI equal to Worksheet A
– Parent or student reports receiving TANF or SSI but
does not report an amount on Worksheet A
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Financial Aid History Information from NSLDS
• NSLDS will send ACG and National SMART Grant data to CPS
• Up to 3 ACG and National SMART Grant records will be included on pre-screening record
• New ACG and National SMART Grant Overpayment Contact Information will be added
• New Grad PLUS loan status codes of D3 and GB added
• Grad PLUS MPN flag added to the pre-screening process– A change in MPN status will generate a post-screening record to CPS; any
change will generate a post screening reason code of “16”
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Financial Aid History Information from NSLDS
• Value of “F” (Fraud Conviction) added as a valid value for Pell, FSEOG, ACG, National SMART Grant and Perkins Overpayment flags
– Will be treated the same as a value of “Y”
• New post-screening reasons added
– 17-Fraud Conviction added
– 18-Fraud Conviction resolved
• Loan Status Codes “FR” and “FD”, and Loan Type Code “F” added
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Important 2007-08 Dates
October 2006
– 2007-2008 CPS Test System User Guide
– Summary of Changes for the Application
Processing System 2007-2008
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Important 2007-08 DatesNovember 2006
– SAR/ISIR Comment Codes and Text
– 2007-2008 EDE Technical Reference updated (including revised ISIR Layout)
– 2007-2008 ISIR Guide
– School Electronic Processing Guide
– Student Web Application Products Process Guide
– Federal School Code List
December 2006
– 2007-2008 EFC Formula Guide
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Important 2007-08 Dates
January 2007
• January 1: FAFSA on the Web, Renewal FAFSA
on the Web, Corrections on the Web available
• January 1: FAA Access to CPS Online
• January 2: Application processing system starts up
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2007-08 Web Demonstration Site
• FAFSA on the Web and FAA Access demonstration sites available December 3, 2006
– To access sites, go to http://fafsademo.test.ed.gov
– Enter:• User Name: eddemo
• Password: fafsatest
• Click on FOTW or FAA Access to CPS Online Demo System button
• Available through December 2007
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Support for Students, Parents, and FAAs
• Federal Student Aid Information Center
– Phone: 800/4FED-AID (800/433-3243)
– TDD/TTY services: 800/730-8913
– E-mail: [email protected]
• Representatives are available:
– Monday through Friday, 8 a.m. to 12 Midnight, Eastern Standard Time
– Saturday, 9 AM – 6PM, Eastern Standard Time
– Extended Weekend Hours, based on time of year and need
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CPS/SAIG Technical Support
We appreciate your feedback and comments.
We can be reached at:
• Phone: 800/330-5947
• TDD/TTY services: 800/511-5806
• E-mail: [email protected]
• Representatives are available Monday through Friday, 7 a.m. to 7 p.m., Central Standard Time
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Contact Us!We welcome your feedback, comments and questions.
We can be reached at:
• Marilyn LeBlanc, Director of Application Processing
– (202) 377-3205
• Michele Brown, Director of Applicant Products and Customer Service
– (202) 377-3203
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Application Processing Sessions
• Session 7 - Citizenship Issues: Handling Situations for Applicants with
Undocumented Parents
• Session 18 - EDExpress Changes for HERA and 2007-2008
• Session 21 - Responding to Student Inquiries – Tools and Techniques
• Session 24 - FAFSA Simplification – What Does That Mean and How
Do We Get There?
• Session 27 - Using Return of Title IV Funds on the Web: A Hands-On
Overview
• Session 28 - FAA Access to CPS Online for New Users (Hands-On)
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HERA Dear Colleague Letters
• GEN-06-02 (3/10/2006)–Enactment of HERA 2005
• GEN-06-03 (3/14/2006)-Correction to GEN-06-02
• GEN-06-04 (4/5/2006)-ACG and National SMART Grant
• GEN-06-05 (4/27/2006)-Changes to student and institutional eligibility
• GEN-06-06 (5/2/2006)-National SMART Grant-eligible majors
• GEN-06-08 (5/3/2006)-Implementation guidance for the ACG and National SMART Grant
• ANN-06-05 (5/30/2006)-HERA Training Opportunities
• ANN-06-06 (6/20/2006)-Implementing HERA provisions
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HERA Dear Colleague Letters• Interim Final Regulations (7/3/2006)-ACG and National SMART Grant
• GEN-06-11 (6/21/2006)-Notice of HERA changes to foreign schools
• HERA FAQs (7/14/2006) – General Eligibility/Change to Eligibility
• Interim Final Regulations (8/9/2006) - HERA
• GEN-06-15 (8/25/2006)-National SMART Grant – Revised List of Eligible Majors
• ANN-06-10 (9/01/2006)-HERA Training Announcement – one day workshops
• ANN-06-11 (10/12/2006)-2006-2007-FSA Coach-Newly updated edition of FSA Coach contains HERA requirements
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HERA Electronic Announcements Operational Guidance
• 5/5/06-High-level overview of operational implementation
• 5/11/06-Upcoming CPS Reprocessing
• 5/17/06-CPS Reprocessing Reminder
• 5/19/06-Updates to R2T4 on the Web and Archival of PC Product
• 5/23/06-Notice of Reprocessing Issue and Resolution
• 6/7/06-First Draft of 2007-08 FAFSA available for comment
• 6/14/06-Student Eligibility requirement for drug-related offenses
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HERA Electronic Announcements Operational Guidance
• 6/21/06-Notice of issue with May 24, 2006 reprocessing
• 6/23/06-Additional reprocessing scheduled for June 23, 2006
• 6/23/06-Updated guidance for Direct PLUS Loans for Graduate and
Professional Students
• 6/26/06-R2T4 PC Product archival reminder
• 6/26/06-Update to 2006-07 SAR Comment Codes and Text Guide
• 6/27/06-2006-07 Revised EDE Technical Reference
• 6/30/06-Final 2006-07 Drug Worksheets
• 6/30/06-R2T4 Worksheets
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HERA Electronic Announcements Operational Guidance
• 6/30/06-Implementation Guidance – ACG and National
SMART Grant
• 7/13/06-Updates related to ACG recognized Rigorous
Secondary School Program of Study requirement
• 7/17/06-Update to 2006-07 EFC Formula Guide
• 7/24/06-Update to 2006-07 ISIR Guide
• 8/1/06-ACG and National SMART Grant Initial Authorizations
• 8/7/06-Availability of enhanced R2T4 on the Web Application
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HERA Electronic Announcements Operational Guidance
• 8/9/2006-Procedure for Fall 2006 adjustments to ACG and National
SMART Grant Initial Authorizations
• 8/31/06-Availability of EDExpress 2006-07 Release 3.0
• 9/1/06-Availability of DL Tools Release 6.0 Enhancement for PLUS
Loans for Graduate /Professional students
• 10/6/06-COD/HERA-related testing for the 2006-2007 Award Year
• 10/6/06-Internal Fiscal Year Accounting Activity Performed for ACG
and National SMART Grant Funding
• 10/11/06-R2T4 on the Web Data Edits Functioning Incorrectly on
Post-Withdrawal Tab