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Session #10
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  1. Session #10 What’s New in EDExpress? Bob Martin Sarah Adams U.S. Department of Education

  2. Agenda What’s New in 2011-12? What’s New in 2012-13? What’s New in Direct Loan (DL) Tools? Where to Obtain Additional Help & Training? Contact Information 2

  3. 2011-2012

  4. 2011-12 Release 2.0 (ATB) 4 4

  5. 2011-12 Release 2.0 (Import) • New import dialog warns when you are about to import a file that has older information than what is in the software for the student

  6. 2011-12 Release 2.0 (M/E) • Fewer steps for schools that use the Loan Data - ISIR and Loan Data - Packaging imports to add and originate loans

  7. 2011-12 Release 2.0 (Loan Type) • DL ISIR and Packaging Imports will create multiple loan types in a single import

  8. 2011-12 Release 2.0 (PLUS App) 8

  9. 2011-12 Release 2.0 (MPN Values “I” and “C”)

  10. 2011-12 Release 2.0 Removed first disbursement checkbox

  11. 2011-12 Release 3.0 • Pell Grant tables updated for the new cycle in the Global, Packaging, and Pell Grant modules • CPS transaction number now a required field for PLUS and Grad PLUS loans

  12. 2011-12 Release 4.0 (SSN Change) • All processing systems now using “666” instead of “888” for Pacific Islander pseudo-SSNs • EDExpress FAFSA tab now passes the “666” to FAA Access to CPS Online for Pacific Islanders

  13. 2011-12 Release 4.0 (MPN Response Text Change)

  14. 2011-12 Release 4.0

  15. 2012-2013

  16. 2012-13 Release 1.0-2.0 and DL Tools Release 12.0 • Updates made for Windows Vista compatibility test findings: • No longer require users to be an administrator to run the software for XP and Vista users • Note: Still need to be administrator to install

  17. 2012-13 Release 1.0-2.0 and DL Tools Release 12.0 • Updates made for Windows Vista compatibility test findings: • The Return to Dialog function will now return you to the previous dialog box • DL Disburse tab grid will display full labels • Performing compatibility test with Windows 7 Professional 32-bit

  18. 2012-13 Release 1.0-Global • Verification Status Code added to the Student Summary Report

  19. 2012-13 Release 1.0-Apps • All cycle year references now 2012-2013 • Pacific Islander SSN positions 4 & 5 incremented to “21” • Comment codes will be updated to match SAR/ISIR text • The institution school table will be updated with each software release

  20. 2012-13 Release 1.0-Apps

  21. 2012-13 Release 1.0-Apps * IRS Data Retrieval Options

  22. 2012-13 Release 1.0-Apps

  23. 2012-13 Release 1.0-Apps

  24. 2012-13 Release 1.0-Apps * Inactive due to Endorser

  25. 2012-13 Release 1.0-Apps • List-Processed ISIRs report heading updated to match the report name on the Print dialog

  26. 2012-13 Release 1.0-Packaging • All cycle year references now 2012-13 • Pell Grants Payment and Disbursement schedule is currently the 2011-12 schedule • See future IFAP electronic announcements for schedule changes

  27. 2012-13 Release 2.0-Direct Loan • All cycle year references now 2012-13 • Loan Period Begin Date and Academic Year Start Date will be: On or before 6/30/2013 • Loan Period End Date and Academic Year End Date will be: On or after 07/01/2012

  28. 2012-13 Release 2.0-DL • DOB range will be: 1/1/1913 to 12/31/2004 • Disbursement date range will be: 06/21/2009 to 12/28/2016 • Enrollment school code (Enroll OPE ID) required for all anticipated and actual disbursements

  29. 2012-13 Release 2.0-DL (Setup)

  30. 2012-13 Release 2.0-DL (Disbursement Entry)

  31. 2012-13 Release 2.0-DL (Disbursement Entry)

  32. 2012-13 Release 2.0-DL (Disbursement Entry)

  33. 2012-13 Release 2.0-DL (Origination Record Report)

  34. 2012-13 Release 2.0-DL (Enroll OPE ID also found in)

  35. 2012-13 Release 2.0-DL (Funding) • Pushed cash no longer funding method • Affects: • Prior Year Import • Edits • School Setup

  36. 2012-13 Release 2.0-DL (Misc.) • The “Additional Unsub Eligibility for Health Profession Programs?” checkbox will only be enabled for grade levels 6 and 7 • Disbursement Profile Code Setup – Direct Loan will display a warning edit if the disbursement date is more than 10 days before the Loan Period Start date

  37. 2012-13 Release 2.0-DL (MPN Value “E”)

  38. 2012-13 Release 2.0-Pell Grants • All cycle year references now 2012-13 • Disbursement date range will be: 01/01/2012 to 09/30/2018 • Enrollment date range will be: 01/01/2012 to 06/30/2013 • Payment period date range will be: 01/01/2012 to 06/30/2013

  39. 2012-13 Release 2.0-Pell Grants • Pell Payment and Disbursement Schedule is currently the 2011-12 schedule • See future IFAP electronic announcements for schedule changes • Enrollment school code (Enroll OPE ID) required for all anticipated and actual disbursements

  40. 2012-13 Release 2.0-Pell Grants (Setup)

  41. 2012-13 Release 2.0-Pell Grants (Disbursement Entry)

  42. 2012-13 Release 2.0-Pell Grants (Origination Record Report)

  43. 2012-13 Release 2.0-Pell Grants (Enroll OPE ID also found in)

  44. 2012-13 Release 2.0-Pell Grants (Funding) • Just-in-time and pushed cash no longer funding methods • Advanced funding method now seven days

  45. 2012-13 Release 2.0-Pell Grants (G5)

  46. 2012-13 Release 2.0-TEACH Grants • All cycle year references now 2012-13 • Enrollment date range will be: 01/01/2012 or later • Disbursement date range will be: 01/01/2012 or later • Enrollment school code (Enroll OPE ID) required for all anticipated and actual disbursements • Expanded to eight bytes where currently exists as “School OPE ID”

  47. 2012-13 Release 2.0-TEACH Grants (Setup and Origination)

  48. 2012-13 Release 2.0-TEACH Grants (Disbursement Entry)

  49. 12-13 Release 2.0-TEACH Grants (Origination Record Report)

  50. 2012-13 Release 2.0-TEACH Grants (Enroll OPE ID also found in)