Financial Aid System Tutorial - CCCSFAAA

California Community Colleges Student Financial Aid Administrators AssociationCalifornia Community Colleges Student Financial Aid Administrators Association

Financial Aid S t T t i lSystems Tutorial

Presented by:

Lissa WayneLissa Wayne

EDFUND Client Solutions Manager


Financial Aid Systems Tutorial

• Do you remember when?o you e e be e– Desktop computers were dumb terminals?– EFC calculations were done by hand or by mini

calculators?calculators?– You constantly reminded students to bring in

their paper SARs?– Pell Grants were processed by filling in the

“bubbles” on the back of the SAR?– The highlight of your day was when the mail The highlight of your day was when the mail

arrived with FA transcripts (that you had requested 3 times)

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Financial Aid Systems Tutorial

• How far have we come?IFAP– IFAP

–CPS online access–NSLDS–NSLDS–COD Online–EDExpress/EDconnect softwareEDExpress/EDconnect software–SAIG–Participation and RecertificationParticipation and Recertification–WEB GrantsDefault Management

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IFAP Review

• IFAP (Information for Financial Aid P f i l )Professionals)

• www.ifap.ed.govS i i f ll li – Starting point for access to all online resources offered by ED

– Updated by ED with legislative changes or Updated by ED with legislative changes or policy guidance

– Links to all ED publications including FSA Handbooks and Blue Books

– Search feature for quick look up option

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FAP Review

• Financial Aid Professionalsa c a d o ess o a s• http://fsa4schools.ed.gov/SCHOOLSWebA

pp/index.jsp• Direct links to:

– Resources and TrainingSAIG b it– SAIG web site

– FSA Download web site– CPS Demo SiteCPS Demo Site– FAA Access– Participation and Funding

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FAA Access to CPS Online

• FAA Access CPS OnlineR i FAA PIN– Requires FAA PIN

– Verification Tool– R2T4 online– Supports the following ISIR options

• View a student’s ISIR• Compare student’s ISIR transactions• Submit a signature flag • Request YTD ISIR information

– Supports the following FAFSA options• Enter a student’s FAFSA• Correct a processed FAFSA• Continue working on a saved FAFSA

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ISIR Request Process

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R2T4 On the WebR2T4 On the Web

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Application for Approval to Participate in the Federal Student Aid Programsin the Federal Student Aid Programs

• Initial ParticipationInitial Participation• Re- Certification of Eligibility• Information updates including:• Information updates including:

–Name or campus location changes–Changes in ownership–Changes in ownership–Additional programs–Accreditation changesAccreditation changes– Institutional control and structure

changes

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g


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Student Aid Internet Gateway SAIGSAIG

• Enroll for a SAIG Mailbox to Enroll for a SAIG Mailbox to exchange information with the following systems:g y–CPS (FAFSA/ISIR) –COD (Direct Loan, Pell, ACG and

National SMART Grant) – FISAP (eCampus)

NSLDS (ER/O li / CDR) –NSLDS (ER/On-line/eCDR) –CSB (DL Delinquency Reports, Borrower

Services) April 15, 2008 15

Services)


Student Aid Internet Gateway SAIGSAIG

• Update the following information:Update t e o o g o at o– Submit an application for a new mailbox – Add or change services or demographic

information information – Delete a mailbox – Enroll for a test mailbox

• Designate Destination Point Administrators• Add users for the following systems:g y

– NSLDS– FAA Access to CPS

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FSA Software and Manuals

• www.fsadownload.ed.gov• The following software is maintained for

d l ddownload:– EDExpress

• ISIR management• Communications module• Communications module• Packaging module• User defined module• COD module

– Edconnect• All communications from ED

– SSCR• Export completed SSCR• Export completed SSCR

– Direct Loan Tools– ISIR Analysis– Quality Analysis Tool

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Quality Analysis Tool


FSA Software and Manuals

• References and DocumentationCOD T h i l R f– COD Technical References

– CPS Test System– EDExpress Packaging and Technical ReferencesEDExpress Packaging and Technical References– Electronic Data Exchange– ISIR Guide– SAR/ISIR Comment Codes and Text– School Electronic Process Guide– Summary of Changes for the Application Summary of Changes for the Application

Processing System – XML ISIR Guide

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The eCampus-Based System

Fiscal Operations Report and the • Fiscal Operations Report and the Application to Participate in:– Federal Perkins Loan Program (Perkins – Federal Perkins Loan Program (Perkins

Loan)– Federal Supplemental Grant Program

(SEOG)– Federal Work Study Program (FWS)

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• http://cbfisap ed gov/

The eCampus-Based System

• http://cbfisap.ed.gov/• Online Application

I l d I t ti– Includes Instructions– Incorporates edits to prevent application

errorserrors

• Requires User ID and Password–Requested by accessing

• http://www.eligcert.ed.gov/

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Th C B d S tThe eCampus-Based System

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CSAC W b G tCSAC W b G tCSAC Web GrantsCSAC Web Grants

• CSAC Communications • CSAC Communications • CAL Grant Policy Guidance

W b B d G t P i • Web Based Grant Processing –Grant Roster management and payment

h i iauthorization–EL level verification–Student Information Updates–Reconciliation tools

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Thank YouThank YouThank YouThank YouFor AttendingFor AttendingFor AttendingFor Attending

Documents

Financial Aid System Tutorial - CCCSFAAA