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Software and Documentation

Direct Loan Tools

Direct Loan Tools Release 13.0

Description: Direct Loan (DL) Tools for Windows, Release 13.0 is a multi-year Windows-based application designed to provide the following functionality related to all Direct Loan schools’ software:

• Compare the School Account Statement (SAS) to loans and actual disbursements recorded in EDExpress or an external file, and/or compare the SAS to the DL Tools Cash database.

• Print the SAS in a readable format.

• Track Cash Receipts (drawdowns) and Refunds of Cash

• Rebuild your Direct Loan origination and disbursement records in EDExpress using an automated process.

• Run the Disbursement Measurement Tool Report to help monitor Direct Loan records in your EDExpress database.

DL Tools processes data for multiple program years.  Release 13.0 contains functionality for the 2011-2012, 2012-2013, and 2013-2014 cycles.

All Direct Loan schools can use the Compare and Cash Management functionality.  The Rebuild function is used by schools to rebuild accepted Direct Loan records in EDExpress for Windows databases.  However, non-EDExpress users can export data from a rebuilt EDExpress database to recreate non-EDExpress loans or databases.



E D Express 2014-2015 icon EDExpress for Windows 2014-2015 Release 2.0

Description: The EDExpress software is a PC application that processes, packages, and manages Title IV student financial aid records. The U.S. Department of Education (ED) provides EDExpress to post-secondary educational institutions that participate in its Electronic Data Exchange (EDE) process.

EDExpress for Windows 2014-2015, Release 2.0 is the second software release for the 2014-2015 award cycle. Release 2.0 adds full Federal Pell Grant functionality and limited William D. Ford Federal Direct Loan and Teacher Education Assistance for College and Higher Education Grant (TEACH Grant) functionality, as well as Application Processing, Packaging, and Global functionality (such as Security setup, Document Tracking, and User Database) already available in Release 1.0.

For important information regarding Direct Loan and TEACH Grant functionality in Release 2.0, see the March 27, 2014 electronic announcement on the Information for Financial Aid Professionals (IFAP) Web site.

 

E D Express 2013-2014 icon EDExpress for Windows 2013-2014 Release 3.0

Description: The EDExpress software is a PC application that processes, packages, and manages Title IV student financial aid records. The U.S. Department of Education (ED) provides EDExpress to post-secondary educational institutions that participate in its Electronic Data Exchange (EDE) process.

EDExpress for Windows 2013-2014, Release 3.0 implements new functionality enabling you to set up and generate the Financial Aid Shopping Sheet for your students. The Financial Aid Shopping Sheet is a one-page document that provides students with an easy-to-read projection of basic attendance costs (such as tuition, room and board, etc.) and a forecast of grant and loan eligibility. It also lists basic financial information about your school, such as its graduation rate, loan default rate, and median borrowing.

Release 3.0 also updates the Direct Loan module to redefine the description associated with the MPN Print Indicator/MPN Print Option field value of R, and updates the Rebuild import function in the TEACH Grant module to use the Enroll OPE ID value provided by the Common Origination and Disbursement (COD) System when recreating disbursement records.


G A DataPrep GA DataPrep Version 3.1 Description: National Student Loan Data System (NSLDS) Guaranty Agency DataPrep (GA DataPrep), Version 3.1, is software designed for Windows 2000 and Windows XP Professional operating systems to assist GAs in reporting Federal Family Education Loan Program (FFELP) loans to NSLDS. GAs participating in the FFELP are required to report detailed loan information to NSLDS on a monthly basis.

The software allows a GA data provider to:

1. Validate Extract File-GA DataPrep examines their Database Extract file verifying that its format is acceptable. DataPrep checks for proper header records, 640-byte record lengths, and matching GA codes.

2. Edit Extract File-GA DataPrep checks the Extract file for errors using the NSLDS DataPrep Extract Validation function. If the number of errors is within the prescribed limits, GA DataPrep creates a new file called the Submittal file.

3. Perform Delta Processing-GA DataPrep determines which loans have changed between the current and previous extract files. Only records with changes are included in the Submittal file.

4. Create Submittal File-The Submittal file contains new loans, changes to existing loans, and loans being forced through to NSLDS. The Submittal file is transmitted to NSLDS via SAIG or loaded to tape and mailed to NSLDS for processing.

5. Generate Error Reports-GA DataPrep analyzes errors received by NSLDS. The two load-processing error reports, Summary and Detail, list the errors identified while processing Submittal files.

For complete details on how to use the GA DataPrep software, you can access the Guaranty Agency Data Provider Instructions at www.ifap.ed.gov. If you have any questions regarding this release, please contact the NSLDS Customer Service Center at 1-800-999-8219, 8 a.m. to 9 p.m. Eastern Time or email at nslds@ed.gov.


GA Loan Discharge Submittal GA Loan Discharge Submittal Description: The National Student Loan Data System (NSLDS) gives Guaranty Agencies (GAs) the capability to report Loan Discharge information so Federal Student Aid (FSA) can track, display and report Loan Discharge information for students who have outstanding Federal Family Education Loan Program (FFELP) loans. To accommodate GAs with a large number of records to report, NSLDS has provided a batch upload method that can process as many as 50 records/rows of data at a time. After information is added to the template spreadsheet the data is uploaded and transferred to an online web page to assist GA users in adding Loan Discharge data to NSLDS. If you have any questions regarding this release, please contact the NSLDS Customer Service Center at 1-800-999-8219, 8 a.m. to 9 p.m. Eastern Time or email at nslds@ed.gov.


GA Loan Discharge Submittal NSLDS Enrollment Submittal Description: One of the methods that schools can use to provide enrollment data to the U.S. Department of Education (the Department) is using the NSLDS Professional Access Web site.  The NSLDS Enrollment Spreadsheet Submittal Format is available to assist with this online process.  This updated version is designed to be used with any columnar based spreadsheet software and provides schools with the option to upload and submit to NSLDS up to 2500 records/rows of enrollment data at a time, with a maximum file size limit of 1,000 KB.  File size varies depending on the version of software used.  After the school adds enrollment information to the spreadsheet, the school then uploads and transfers the data to the NSLDS Professional Access Web site, after confirming the data is correct and should be submitted to NSLDS. If you have any questions regarding this document, please contact the NSLDS Customer Support Center at 800/999-8219, 8:00 A.M. to 9:00 P.M. (ET) or by e-mail at nslds@ed.gov.


Teacher Loan Forgiveness Submittal Teacher Loan Forgiveness Submittal Description: The National Student Loan Data System (NSLDS) gives Guaranty Agencies (GAs) the capability to report Teacher Loan Forgiveness (TLF) information so Federal Student Aid (FSA) can track, display and report TLF information for students who have outstanding Federal Family Education Loan Program (FFELP) loans. To accommodate GAs with a large number of records to report, NSLDS has provided a batch upload method that can process as many as 50 records/rows of data at a time. After information is added to the template spreadsheet the data is uploaded and transferred to an online web page to assist GA users in adding TLF data to NSLDS. If you have any questions regarding this release, please contact the NSLDS Customer Service Center at 1-800-999-8219, 8 a.m. to 9 p.m. Eastern Time or email at nslds@ed.gov.


Gainful Employment Submittal NSLDS Gainful Employment Submittal Description: One of the methods that schools can use to submit gainful employment data and corrections to previously reported data to the U.S. Department of Education (the Department) is using the NSLDS Professional Access Web site.  The NSLDS Gainful Employment Spreadsheet Submittal Format is available to assist with this online process.  This updated version is designed to be used with any columnar based spreadsheet software and provides schools with the option to upload and submit to NSLDS up to 2500 records/rows of gainful employment data at a time.  After the school adds gainful employment information to the spreadsheet, the school then uploads and transfers the data to the NSLDS Professional Access Web site, after confirming the data is correct and should be submitted to NSLDS.  The previous version of this document, referred to as the NSLDS Gainful Employment Submittal Template, may continue to be used for providing information to NSLDS. If you have any questions regarding this document, please contact the NSLDS Customer Support Center at 800/999-8219, 8:00 A.M. to 9:00 P.M. (ET) or by e-mail at nslds@ed.gov.


Exit Counseling Submittal NSLDS Exit Counseling Submittal Description: School users have the ability to report exit counseling data to the NSLDS Professional Access Web site. This allows schools to maintain exit counseling data in one central location and offers comprehensive information to schools, lenders, GAs, and servicers when using NSLDS reporting functionality. To accommodate schools with a large number of records to report, a batch upload method is provided that can process as many as 50 records/rows of data at a time. After information is added to the template spreadsheet, the data is uploaded and transferred to a Web page to assist school users in adding exit counseling data to NSLDS. If you have any questions regarding this template, please contact the NSLDS Customer Support Center at 800/999-8219, 8:00 A.M. to 9:00 P.M. (ET) or by e-mail at nslds@ed.gov.


E.D. Connect icon Message Class Table

Description: The Message Class Table File (MESSAGTB) automatically populates into the EDconnect software when a user connects to a SAIG Mailbox. EDconnect uses the Message Class Table to recognize standard files (or message classes) that are used to send and receive data. Additionally, the Message Table File may also be used as a reference by SAIG mainframe users who would like information on the various Message Classes.


Perkins DataPrep Perkins DataPrep Version 3.1 Description: National Student Loan Data System (NSLDS) Federal Perkins DataPrep (Perkins DataPrep), Version 3.1, is software designed for Windows 2000 and Windows XP Professional operating systems to assist schools and third party servicers in reporting Federal Perkins loans on NSLDS. Schools participating in the Federal Perkins Loan Program are required to report detailed loan information to NSLDS on a monthly basis.

The software allows a Perkins data provider to:

1. Validate Extract File-Perkins DataPrep examines their Database Extract file verifying that its format is acceptable. DataPrep checks for proper header records, 300-byte record lengths, and matching school codes.

2. Edit Extract File-Perkins DataPrep checks the Extract file for errors using the NSLDS DataPrep Extract Validation function. If the number of errors is within the prescribed limits, Perkins DataPrep creates a new file called the Submittal file.

3. Create Submittal File-The Submittal file contains Perkins loans created from the extract file and is transmitted to NSLDS via SAIG or loaded to tape and mailed to NSLDS for processing.

4. Generate Error Reports-Perkins DataPrep analyzes errors received by NSLDS. The two load-processing error reports, Summary and Detail, list the errors identified while processing Submittal files.

For complete details on how to use the Perkins DataPrep software, you can access the Perkins Data Provider Instructions at www.ifap.ed.gov. If you have any questions regarding this release, please contact the NSLDS Customer Service Center at 1-800-999-8219, 8 a.m. to 9 p.m. Eastern Time or email at nslds@ed.gov.


E D Connect icon SAIG Mailbox Software & Manuals: EDconnect, TDClient, TDCM

Description: EDconnect is a Windows-based software that assists users with sending, receiving, and managing their Federal student aid information electronically. Users collect data on their personal computer (PC) or computer system and transmit the collected data in batches over the Student Aid Internet Gateway (SAIG). The appropriate Title IV Application System receives the data, processes the data, performs any required database cross-referencing, and returns the processed data to the user’s SAIG mailbox. The entire processing cycle for routine application data within the SAIG system is typically 72 hours (three working days).

TDClient is a command-line software that assists users with sending, receiving, and managing their Federal student aid information electronically.  Users transmit the data via TDClient over the Student Aid Internet Gateway (SAIG). The appropriate Title IV Application System receives the data, processes the data, performs any required database cross-referencing, and returns the processed data to the user’s SAIG mailbox. The entire processing cycle for routine application data within the SAIG system is typically 72 hours (three working days).


SUN Java Runtime Environment

Description: SUN JRE version 6, Update 12 will enable Guaranty Agencies and Lenders to run the Lender Reporting system and the Guaranty Agency Financial Reporting (GAFR-Forms 2000) within Netscape Navigator or Internet Explorer on the Windows NT4.0, Windows XP and Windows VISTA platforms. This new version is required to run the upgraded online forms after June 6,2009.


 
    This page was last modified on 04/14/2014