session 11 pam eliadis using nslds reports and tools
TRANSCRIPT
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Session 11
Pam Eliadis
Using NSLDS Using NSLDS Reports and Reports and
ToolsTools
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Agenda
NSLDS ReportsNSLDS Transfer Student
MonitoringNSLDS Enrollment Reporting
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NSLDS REPORTS
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NSLDS REPORTS NSLDSFAP.ed.gov
Assist in Default Management
Assist with Exit Counseling
Aid in Reporting Enrollment, Overpayments, and Transfers
Monitor the Effectiveness/Timeliness of Enrollment Reporting by Staff or Servicers
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Extract or Report
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1 PRIVACY ACT OF 1974 (AS AMENDED)0Report ID: DER001 U.S. DEPARTMENT OF EDUCATION Date: 10/02/2003 Page No. : 1 NATIONAL STUDENT LOAN DATA SYSTEM (NSLDS) Time: 15:24:500 DATE ENTERED REPAYMENT BY SCHOOL0Report Parameters: School OPEID: 00303200 Date Entered Repayment Begin: 01/01/2003 Date Entered Repayment End : 05/30/2004 Sort Sequence: SSN0STUDENT---------------------------------------------------------------------- ------CURRENT STUDENT--------- SSN First Name MI Last Name Birth Date School Servicer Antic Comp 001-74-0000 JUSTIN A LIDERWOOD 10/14/1981 00307800 11/22/020LOAN/OTHER AID---------------- --INTEREST-- -----------------------PLUS BORROWER---------------------- School Date Typ Ind Typ Rate GA SSN First Name MI Last Name 00307800 10/25/2000 SF A V 7.590% 7550-ORIG- -CURR- --ENROLLMENT PERIOD--- --LOAN STATUS--- ACAD --LOAN-- PRINCIPAL INTEREST --DISB-- ----CANCEL---- ---LOAN--- Lender Lender Begin End Code Date Level Amount Balance Balance Amount Amount Code DER 829443 833405 09/13/2000 06/09/2001 RP 04/23/2003 1 $ 2,625 $ 2,625 $ 28 $ 2,625 04/23/2003
0LOAN/OTHER AID---------------- --INTEREST-- -----------------------PLUS BORROWER---------------------- School Date Typ Ind Typ Rate GA SSN First Name MI Last Name 00307800 09/06/2001 SF A V 5.390% 7550-ORIG- -CURR- --ENROLLMENT PERIOD--- --LOAN STATUS--- ACAD --LOAN-- PRINCIPAL INTEREST --DISB-- ----CANCEL---- ---LOAN--- Lender Lender Begin End Code Date Level Amount Balance Balance Amount Amount Code DER 829443 833405 09/12/2001 06/08/2002 RP 04/23/2003 1 $ 2,395 $ 799 $ 8 $ 799 $ 1,596 04/23/2003
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Up to 19 Student
Identifierscan beentered
Request for Financial Aid
History Report
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PRIVACY ACT OF 1974 (AS AMENDED) REPORT ID: OVP001 U.S. DEPARTMENT OF EDUCATION DATE: 10/07/2003 PAGE NO. : 1 NATIONAL STUDENT LOAN DATA SYSTEM (NSLDS) TIME: 17:01:36 OVERPAYMENT REPORT FOR SCHOOL BOISE STATE UNIVERSITY0REPORT PARAMETERS: TYPE: ALL INDICATOR: ALL BEGINNING CREATE DATE: 01/01/2000 ENDING CREATE DATE: 10/10/2003 SORT SEQUENCE: SSN SUBMITTAL REQUEST DATE: 10/07/2003 ________________________________________________________________________________________________________________________ SSN: xxx-66-4304 FIRST: CHRISTINA MI: M LAST: LAST DOB: 01/20/1977 _______________________________________________________________________________________________________________________ TYPE: INDICATOR: DISB. DATE: REPAY. DATE: CREATE DATE: SOURCE: UPDATE DATE: UPDATED BY:
PELL REPAID 06/06/2000 08/03/2000 07/26/2000 SCHOOL 08/11/2000PELL REPAID 06/06/2000 08/03/2000 07/26/2000 SCHOOL 08/11/2000 DEBBIE SANTIAGODEBBIE SANTIAGO __________________________________________________________________________________________________________________________
Provides list and status of borrowers entered on NSLDS with overpayments
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PRIVACY ACT OF 1974 (AS AMENDED) REPORT ID: SCHDF1 U.S. DEPARTMENT OF EDUCATION DATE: 10/08/2003 PAGE # : 1 NATIONAL STUDENT LOAN DATA SYSTEM (NSLDS) TIME: 12:53:59
BORROWER DEFAULT SUMMARY BY SCHOOL
REPORT PARAMETERS: SCHOOL OPEID : 01234568 LOAN STATUS BEGIN DATE: 05/12/2002 LOAN STATUS END DATE : 05/12/2003 LOAN TYPES : ALL SORT SEQUENCE: SSN
----------------------------------------------STUDENT--------------------------------------------- SSN: xxx-54-3x09 NAME: CARY T BURNS BIRTH DATE: 11/19/1959
----------------------------------------------------------------LOAN---------------------------------------------------------------- DATE: 07/11/1996 TYPE: SF LOAN PERIOD: 08/24/1996 - 05/08/1997 FFEL DUPLICATE IND: A INTEREST TYPE: V INTEREST RATE: 0.000% GA: 800 ORIGINAL LENDER: 803335 CURRENT LENDER: 824690 SERVICER: 700191 ACADEMIC LEVEL: 1 DATE ENTERED REPAYMENT: 05/10/2000 AMOUNT: $ 2,600 OPB: $ 3,054 OIB: $ 49 TOTAL DIS: $ 2,600 TOTAL CANCEL: $ 0 STATUS: DF STATUS DATE: 04/25/2003 STATUS: RP STATUS DATE: 05/09/2000 STATUS: ID STATUS DATE: 08/24/1996 DATE: 03/06/1996 TYPE: SF LOAN PERIOD: 01/06/1996 - 05/02/1996 FFEL DUPLICATE IND: A INTEREST TYPE: V INTEREST RATE: 0.000% GA: 800 ORIGINAL LENDER: 803335 CURRENT LENDER: 824690 SERVICER: 700191 ACADEMIC LEVEL: 1 DATE ENTERED REPAYMENT: 05/10/2000 AMOUNT: $ 2,400 OPB: $ 2,819 OIB: $ 45 TOTAL DIS: $ 2,400 TOTAL CANCEL: $ 0 STATUS: DF STATUS DATE: 04/25/2003 STATUS: RP STATUS DATE: 05/09/2000 STATUS: ID STATUS DATE: 01/06/1996
Provides date entered repayment and the last 3 loan statuses
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1REPORT ID: SCHER1 NSLDS ENROLLMENT REPORTING SUMMARY REPORT REQUEST DATE: 10/07/2003 PAGE # : 1 01234500 TECHNICAL & COMMUNITY COLLEGE – GOLDEN CAMPUS
BEGIN DATE: 01/01/2002 END DATE: 10/07/2003 ACTIVITY DATE METHOD VALID RECORDS ERROR RECORDS TOTAL RECORDS TRANSFER RECORDS DISTRIBUTION 01/02/2002 BATCH NA NA 121 NA UPDATE 01/15/2002 BATCH 121 10 111 DISTRIBUTION 03/01/2002 BATCH NA NA 10 UPDATE 03/01/2002 BATCH 10 NA 10 NA DISTRIBUTION 05/01/2002 BATCH NA NA 0 NA DISTRIBUTION 07/01/2002 BATCH NA NA 0 NA DISTRIBUTION 09/02/2002 BATCH NA NA 0 NA DISTRIBUTION 11/01/2002 BATCH NA NA 3 NA
ENROLLMENT REPORTING SUMMARY REPORT
Provides dates and methods of enrollment reporting
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Up to 50
Student SSNs can be entered
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PRIVACY ACT OF 1974 (AS AMENDED) REPORT ID: SCH07B U.S. DEPARTMENT OF EDUCATION DATE: 10/08/2003 PAGE NO : 1 NATIONAL STUDENT LOAN DATA SYSTEM (NSLDS) TIME: 09:02:22
TRANSFER MONITORING SUMMARY REPORT
UNIVERSITY OF SMITHVILLE
REPORT PARAMETERS: SCH/BR CODE: 00000900 RANGE TYPE: MONITOR BEGIN DATE DATE RANGE: 01/01/2003 - 10/10/2003 ------------------------------------------------------------------------------------------------------------------------------------ MONITOR ENROLL PERIOD ALERT TYPE ALERT SSN FIRST NAME LAST NAME DOB BEGIN DATE BEGIN DATE LOAN PELL DATE ------------------------------------------------------------------------------------------------------------------------------------ XXX-X6-3178 ELIZABET BOOLER 02/08/1981 07/02/2003 06/13/2003 N N 052-X0-8347 FRANK BRADY 09/09/1982 07/02/2003 06/13/2003 N N 052-X0-8347 FRANK BRADY 09/09/1982 06/04/2003 06/10/2003 N N 123-X4-8XX8 BERNECE GLITCH 09/24/1983 08/19/2003 08/25/2003 N N 13X-84-8718 FRANKI GOLDEN 10/11/1982 05/27/2003 05/12/2003 N N XXX-64-0X14 VANESSA SCHWARTS 12/23/1976 07/02/2003 06/13/2003 N N XXX-46-4489 MARY ELLEN MARKO 07/03/1955 05/08/2003 05/12/2003 N Y 05/14/2003
Provides students on school’s monitoring list and any alert information.
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TRANSFER STUDENT TRANSFER STUDENT MONITORING MONITORING
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TSM General PolicyTSM General Policy
Use NSLDS for all applicants (GEN-01-09, July 2001)
Must inform NSLDS of mid-year transfer students
May rely on NSLDS information in making student eligibility and award determinations
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TSM General PolicyTSM General Policy
Prescreening and postscreening continue to report on defaults, overpayments and aggregates
Main campus can perform TSM function for branch campus
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TSM: Steps
Inform - School informs NSLDS of students to be monitored
Monitor - NSLDS monitors data received and determines who to notify
Alert - NSLDS alerts new school of relevant changes
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TSM: MonitorTSM: Monitor
Starts on Monitor Begin DateDate student is added to list (default); orFuture date requested by school
Ends on 91st day after Enrollment Begin DateStops automaticallyMonitoring period duration will be evaluated
periodically to determine if it should be altered
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TSM: AlertTSM: Alert
NSLDS communicates results only to the school to which the applicant is transferring
Output methods:
NSLDSFAP
Financial aid history data file - shows entire FA history
Look for alerts on Thursday
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School Transfer ProfileSchool Transfer Profile
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School Transfer ProfileSchool Transfer Profile
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ENROLLMENT REPORTING
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Enrollment Reporting Process: Objectives
NSLDS began tracking enrollment in 1996
All participating Title IV Schools must do electronic enrollment reporting with NSLDS
Enrollment status determines eligibility
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Enrollment Submittal ProcessBatch Files (Blue) & Web (In Box)
NSLDS Database
Roster Files
Submittal Files
Acknowledgement/ Error Files
Error Correction Files
1
2
3
4
5 Enrollment Data
NSL-1138
Guaranty Agencies, Direct Loan Servicer,
and Lenders
Schools or
School Servicers
Certify students via NSLDS Web
Correct errors via NSLDS Web
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Enrollment Reporting Benefits
Enrollment status determines eligibility for in-school status, deferment, grace periods, and repayments.
Determines government payment of interest subsidies
Enrollment information reported to guarantors, lenders, and servicers
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Steps for Schools
Enrollment Status Reporting
Batch or Online
Update/Add capabilityEnrollment History
Summary/Detail/TimelineEnrollment Reporting Schedule
Create new/modify current schedule
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On-line Enrollment Reporting:On-line Enrollment Reporting:www.NSLDSFAP.ed.gov
Online updates as of October 1, 2004
Total on-line updates = 2,033,048
Number of unique schools reporting enrollment = 2,907
Average updates monthly in 2004 = 75,848
Most updates in a month – 94,332 (January ’04)
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Menu Options:Enrollment Summary
Enrollment Add/Enrollment Update – visible only to schools
Enrollment Reporting Schedule
Enroll Tab
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Enrollment Summary
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Enrollment Detail With Display Option of “Reported By: Schools”
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Enrollment ReportingOnline Add and Update
Schools may:
Add students to their portfolio using simple identifiers
Retrieve the complete portfolio of students
Certify enrollment status in “real time”
Select “Enrollment Update” or “Enrollment Add” from the menu
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Enrollment Add
Up to 30 students may be added at a time
Blank boxes for SSN, First Name, and Date of Birth
If just SSN is entered, the user is asked to confirm identifiers to ensure correct student has been retrieved
Menu option allows a school to add students to their roster
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Clicking on the Enrollment Add Menu Item Returns a Blank Add Page
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Blue Information Icon
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May retrieve one student, a select group, or entire portfolio, 30 at a time
Sort selections allow great flexibility in retrieving student records
Portfolio of students to certify enrollment
Enrollment Update
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Enrollment Update Allows Narrowing the List or Retrieving the Entire
Portfolio
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Students Are Retrieved Based on Search Criteria to an Enrollment Maintenance
Screen
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Enrollment Reporting Schedule
Create/Modify
Both schools and data providers have the ability to determine when to receive output from NSLDS.
Schools determine when to receive Roster files, as often as weekly.
Schedule Create allows the schedule to be deleted and a new one created. Schedule modify allows changes to any aspect of the reporting schedule.
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Enrollment Reporting Schedule Displays Current Schedule
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Create Schedule
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Modify Schedule
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Schedule rosters to coincide with institution academic calendar
Report withdrawals and drops below half time online, allowing students to maximize grace period
Sign up new branches for enrollment reporting prior to awarding or disbursing loans
Enrollment Reporting Tips:
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ASSISTANCEASSISTANCEandand
RESOURCESRESOURCES
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NSLDS Message Classes
FAH/TSM
TRNINFIN School Inform File
TRNINFOP Err/Ackn file
TRLTRPOP Alert (Report)
TRALRTOP Alert(Extract)
FAHREPOP FAH Report Result
FAHEXTOP FAH Extract Result
SSCR
SSCRXXOP SSCR Initial Roster
SSCRXXIN Updated SSCR Roster –or- Corrected Err/Ackn
SSCEXXOP Error/Acknowledgement
SSCMXXIN Adhoc –or- Corrected Err/Ackn returned
w/ SSCR 32Bit Software
ECDR
SHDRLROP Cohort Default Rate Letter
SHCDREOP School Cohort Default Rate Loan Record Detail (Extract)
SHCDRROP School Cohort Default Rate Loan Record Detail (Report)
PERKINS
SHSLDSIN Used to send Submittal File
SHSLDSOP 3rd Level Error File for DOS Dataprep
SLDERROP Load Processing Error File (3rd Level)
SHSNTFOP Error Submittal Summary Notification
(Sent if File is not received or does not process.)
SLNDTLOP Loan Detail File sent by special arrangement to
the Customer
TEFFILOP Threshold, Error, and Field Codes
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Tips for printing reports
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www.ifap.ed.gov
Enrollment Reporting Guide
Data Provider Instructions
File layouts
Federal Regulations
Dear Colleague Letters
Technical Updates