Maintained for Historical Purposes

This resource is being maintained for historical purposes only and is not currently applicable.

Appendix D: Technical Assistance Directory

PublicationDate: 7/1/95
ChapterNumber:
ChapterTitle: Appendix D: Technical Assistance Directory
SectionNumber:
SectionTitle: Technical Assistance Directory
PageNumbers: D1-D12


I. William D. Ford Federal Direct Loan Program

Direct Loan Customer Service Interim Telephone Numbers

For information on:
- Contact:

Direct Loan Policies and Procedures
- U.S. Department of Education
Direct Loan Task Force
202-708-9951
from 8 a.m. to 5 p.m. (ET)

Direct Loan Bulletins, Regulations, and Questions & Answers
- Direct Loan INTERNET e-mail address
#directloan@ed.gov

Student Inquiries
Ordering Materials
- Public Inquiry Contractor
1-800-4-FED-AID
from 8 a.m. to 7 p.m. (CT)

All Technical Questions
Software and User's Guides
General Electronic Support (GES)
- Central Processing System (CPS)
1-800-866-1808
from 8 a.m. to 7 p.m. (CT)

Technical Reference
(Mainframe or PC)
Testing and Test Cases
- Rachel Cogland
301-572-0283
from 8 a.m. to 5 p.m. (ET)

Connectivity and Password Transmission Problems
- NCS User Services for General Electronic
Support (GES) participants
1-800-553-2159
from 7 a.m. to 7 p.m. (CT)

Completion of SF-1199A form
(Direct Deposit Form)
- Trisha Delia
202-401-1094
from 9 a.m. to 12 noon and 2 p.m. to 4 p.m. (ET)

- Connie Angotti
202-401-2091
from 9 a.m. to 12 noon and 2 p.m. to 4 p.m. (ET)

- Super Help Desk (Hotline)
202-401-2095
from 8 a.m. to 4 p.m. (ET)


II. Federal Pell Grant Program

(1) To request information on the APPLICANT ROSTER AND
TAPE SERVICE, telephone the Customer Service Department for
the Applicant Data Service, Federal Student Aid Programs, at
319-339-6444.

(2) To request the following information on the FLOPPY DISK
DATA EXCHANGE (FDDE), telephone the Floppy Disk Data
Exchange Specialist, in the Pell Grant Systems Division, at
202-708-9141:

- Questions about Pell Grant payment batch processing, the status
of a batch, payment data record rejects, and operational policy
issues for Pell Grant payment data.

Postsecondary institutions mail completed FDDE diskettes to the
following address:

Floppy Disk Data Exchange (FDDE)
U.S. Department of Education
Pell Grant Systems Division, PSS
P.O. Box 10800
Herndon, Virginia 22070-7009

(3) To request information on the RECIPIENT DATA EXCHANGE
(RDE), telephone the RDE Specialist, in the Pell Grant Systems
Division, at 202-708-7725.

Postsecondary institutions mail completed RDE tapes or cartridges
to the following address:

U.S. Department of Education
Application Pell Processing Systems Division, APPSD
Attn: Recipient Data Exchange (RDE)
P.O. Box 10800
Herndon, Virginia 22070-7009

Or to send by courier service, deliver them to the following
address:

U.S. Department of Education
Application Pell Processing Systems Division, APPSD
c/o PRC
Attention: G35PGRFMS/DMS
1500 PRC Drive
McLean, Virginia 22102-5050

(4) To request the following information on the Electronic Payments
component of THE ELECTRONIC DATA EXCHANGE (EDE),
contact the Electronic Payments Specialist, in the Pell Grant
Systems Division, at 202-708-6813 (enrollment information) and
202-708-9141 (servicing information).

(5) To request the following information on the GENERAL
ELECTRONIC SUPPORT (GES) NETWORK, contact GES
Customer Service at 319-339-6642 between 8:00 a.m. and
4:30 p.m. (CT) Monday through Friday:

- questions about enrollment, passwords, sending in forms for
services, software, and costs;

- explanations about rejection codes based on your transmissions
over the GES Network;

- questions about invoices or the on-line payment profile,
including billing units, procedures, past due invoices, and
purchase order requirements;

- general problems; and

- requests for duplicate copies of the GES User's Guide OR
software or inquiries about the format and content of the Guide
OR updates to it.

(6) To request information on the following Pell Grant Program
concerns, contact the Financial Management Specialist who serves
your Department of Education region:

- initial authorization process for an award year;

- reporting and accounting for Pell Grant funds (for either
Payment Vouchers and/or Processed Payment Vouchers with an
Institutional Payment Summary or tape records, diskettes or
Electronic Payment Data records);

- Pell Grant (paper) Statement of Account;

- IPS Batch Reports;

- Student Payment Summary;

- adjustments to Pell Grant funding for prior award years; and

- closed institutional accounts.


The Financial Management Specialists, alternates, and the regions
they serve are listed below:

Name
(alternate)
Telephone Number
(alternate)
Regions (States)

Jeannette Bailey
(Sarenia Newsom)
202-708-9232
(202-708-9233)
I (CT, MA, ME, NH, RI, & VT)

Barbara Maddox
(Shirley Purvis)
202-708-8825
(202-708-6822)
II (NJ, NY, PR, & the Virgin Islands)

Barbara Maddox
(Jeannette Bailey)
202-708-8825
(202-708-9232)
III (DC, DE, MD, PA, VA, & WV)

Shirley Purvis
(Terry Brooks)
202-708-6822
(202-708-9231)
IV (AL, FL, GA, KY, MS, NC, SC, & TN)

Terry Brooks
(Barbara Maddox)
202-708-9231
(202-708-8825)
V (IL, IN, MI, MN, OH, & WI)

Sarenia Newsom
(Shirley Purvis)
202-708-9233
(202-708-6822)
VI (AR, LA, NM, OK, & TX)

Sarenia Newsom
(Carolyn Craddock)
202-708-9233
(202-708-7821)
VII (IA, KS, MO, & NE)

Jeannette Bailey
(Sarenia Newsom)
202-708-9232
(202-708-9233)
VIII (CO, MT, ND, SD, UT, & WY)

Carolyn Craddock
(Thurman McClain)
202-708-7821
(202-708-8269)
IX (AZ, CA, HI, NV, & the Pacific Islands--American Samoa,
Guam, Palau, Wake Island, and the Federated States of
Micronesia)

Terry Brooks
(Carolyn Craddock)
202-708-9231
(202-708-7821)
X (AK, ID, OR, & WA)


III. Campus-Based Programs

(1) For information on the following campus-based program issues,
contact the Financial Management Specialist serving your state:

- preparing the FISAP,

- correcting or verifying the initial data entry and edit worksheets
from the FISAP,

- interpreting tentative funding levels for your institution,

- final authorization levels for your institution (found in your
Official Notice of Funding),

- final adjusted authorization levels for your institution,

- release of unexpended current-year campus-based funds, and

- reporting prior-year recoveries still listed on your latest
ED/PMS 272 Report.

The Financial Management Specialists, alternates, and the states they
serve are listed below:

Name
(alternate)
Telephone Number
(alternate)
States Served

Vicki Roberson
(Dinah Nelson)
202-708-7747
(202-708-8759)
LA, MA, MD, ME, MI, MN, & MT

Dinah Nelson
(Vicki Roberson)
202-708-8759
(202-708-7747)
FL, MS, OH, & PA

Jennifer Eades
(C. Franklin Jones)
202-708-9184
(202-708-9183)
NE, NH, NJ, NM, NV, NY, PR, UT, & the Virgin Islands

C. Franklin Jones
(Jennifer Eades)
202-708-9183
(202-708-9184)
AK, AL, AZ, CO, CT, DE, GA, KY, RI, & VT

Rhonda Herbert
(Jim Porter)
202-708-9191
(202-708-7752)
AR, DC, HI, TN, TX, VA, & the Pacific Islands--American
Somoa, Guam, Palau, Wake Island, and the Federated States of
Micronesia

Joseph Morris
(Alice Payne)
202-708-8745
(202-708-9754)
IA, ID, IL, IN, KS, & MO

Alice Payne
(Joseph Morris)
202-708-9754
(202-708-8745)
CA & SC

Jim Porter
(Rhonda Herbert)
202-708-7752
(202-708-9191)
NC, ND, OK, OR, SD, WA, WI, WV, & WY

(2) For the following services, available 24 hours a day, use the
interactive voice system by telephoning 202-205-0045 and
selecting OPTION TWO of the Campus-Based Programs
Financial Management Division to:

- get mailing addresses and FAX numbers for campus-based
offices;

- request documents and forms;

- obtain information on allocations, institutional share
requirements, and the electronic FISAP;

- speak to your Financial Management Specialist (if the person is
unavailable or the call is received after close of business, you
may leave a message in the personal mail box and your call will
be returned the following day); and

- hear the "hot" news. ED has a hotline that provides the latest
information on upcoming "Dear Colleague" letters, advance
notice of changes to the FISAP, information about FISAP edits,
and so on.

(3) For information on the ELECTRONIC FISAP PROCESS,
contact an Electronic FISAP Administrator at 301-565-0032
between 9 a.m. and 5 p.m. (ET), Monday through Friday.

(4) For information on CORRECTING PRIOR YEAR
REIMBURSEMENTS FOR TEACHER OR MILITARY
CANCELLATIONS of National Defense Student Loans, National
Direct Student Loans, and Federal Perkins Loans, contact the
Institutional Financial Management Division at 202-708-7741.

(5) For information on ADMINISTERING YOUR PERKINS
LOAN FUND, contact the Institutional Financial Management
Division at 202-708-7741.


IV. Federal Pell Grant Program, Campus-Based Programs, and
William D. Ford Federal Direct Loan Program:*32*

(1) To answer questions on the following Department of Education
Payment Management System (ED/PMS) issues, telephone
1-800-654-8341 for the paper or electronic ED/PMS Account
Representative who serves your state:

- drawing down federal cash under the Automated Clearing
House/Electronic Funds Transfer (ACH/EFT) system or the
FEDWIRE system and

- completing the paper, quarterly ED/PMS 272 Reports or
electronic, monthly MEERS reports.

The paper (quarterly) ED/PMS Account Representatives and the
states they serve are listed below:

Telephone: 1-800-654-8341

Representative
States Served

Vivian Booth
IL, MI, NJ, NY, RI, & Puerto Rico

Norman Clark
CT, KY, ME, MN, MS, NC, NH, PA, SC & VT

John Koren
DE, GA, IN, MA, MD, TN, VA, WV, & the Virgin Islands

Pat Reeves
AK, HI, ID, MO, NM, OK, OR, American Samoa, Guam, the
Marshall Islands, & Micronesia

Selma Robinson
CA & DC

Girard Straus
AR, IA, LA, ND, NE, NV, OH, WA, WI, & WY

Serena Smith
AL, AZ, CO, FL, KS, MT, SD, TX, & UT

The electronic (monthly) MEERS Account Representatives and the
states they serve are listed below:

Telephone: 1-800-654-8341

Representative
States Served

Cheryl Carrington
AL, CT, DC, DE, FL, GA, KY, MA, MD, ME, MS, NC, NH, PA,
RI, SC, TN, VA, VT, & WV

Marion Winston
AK, ID, IL, IN, MI, MN, NJ, NY, OH, OR, WA, WI, Puerto Rico,
& the Virgin Islands

Richard Sandberg
AR, AZ, CA, CO, HI, IA, KS, LA, MO, MT, ND, NE, NM, NV,
OK, SD, TX, UT, WY, American Samoa, the Commonwealth of
Marianas,& Guam


V. All Title IV Programs:

(1) For GENERAL INFORMATION AND ASSISTANCE, contact
the Federal Student Aid Information Center at 1-800-433-3243
(1-800-4-FED-AID) between 8 a.m. and 7 p.m. (CT), Monday
through Friday.

(2) If your postsecondary institution is located in Region I, II, or III,
questions about policy issues, problems, and complaints should be
referred to the SFAP Customer Support Inquiry Service by
telephoning 1-800-4ED-SFAP. Detailed inquiries may be faxed to
the SFAP Customer Support Inquiry Service at 202-260-4199 or
referred to the Bulletin Board at 1-800-429-9933.

(3) For questions about A PROGRAM REVIEW CONDUCTED AT
YOUR POSTSECONDARY INSTITUTION, contact the
Institutional Review Specialist who conducted the review and who
serves your U.S. Department of Education region listed below. (If
the program review was conducted by Central Office Program
Review Staff, contact the Central Office, Washington, DC, at
202-708-8701.)


Region
Address
States Served

Region I
J.W. McCormack Post Office and Courthouse Building
Room 502 MS 01-0070
Boston, MA 02109
Telephone: 617-223-9338
CT, MA, ME, NH, RI, & VT

Region II
26 Federal Plaza, Room 3954
MS 02-1081
New York, NY 10278
Telephone: 212-264-4022
NJ, NY, Puerto Rico, & the Virgin Islands

Region III
3535 Market Street, Room 16200
MS 03-2080
Philadephia, PA 19104
Telephone: 215-596-1018
DC, DE, MD, PA, VA, & WV

Region IV
PO Box 1692
MS 04-3080
Atlanta, GA 30301
Telephone: 404-331-5556
AL, FL, GA, KY, MS, NC, SC, & TN

Region V
401 South State Street
MS 05-4080
Chicago, IL 60605
Telephone: 312-353-0375
IL, IN, MI, MN, OH, & WI

Region VI
1200 Main Tower, Room 2150
MS 06-5080
Dallas TX 75202
Telephone: 214-767-3811
AR, LA, NM, OK, & TX

Region VII
10200 North Executive Hills Blvd.
9th Floor
Kansas City, Missouri 64153-1367
Telephone: 816-891-8055
IA, KS, MO, & NE

Region VIII
Federal Building, Suite 310
1244 Speer Boulevard
Denver, Colorado 80204-3582
Telephone: 303-844-3676
CO, MT, ND, SD, UT, & WY

Region IX
50 United Nations Plaza, Room 270
MS 09-8080
San Francisco, CA 94102-4987
Telephone: 415-556-5689
AZ, CA, HI, NV, & the Pacific Islands--American Samoa, Guam,
Federated States of Micronesia, Palau, Marshall Islands, and the
Commonwealth of the Northern Marianas

Region X
915 Second Avenue, Room 3388
MC 10-9081
Seattle, WA 98174-1099
Telephone: 206-220-7820
AK, ID, OR, & WA

(4) For questions about financial statement audit requirements or
financial statement presentation, contact:

U.S. Department of Education
Financial Analysis Branch
600 Independence Avenue, SW
Washington, DC 20202-5323
Telephone: 202-401-6485

(5) For INDEPENDENT AUDIT (COMPLIANCE AUDIT)
ASSISTANCE, contact the ED Office of the Regional Inspector
General for Audit (RIGA) who serves your state.

Regional Inspector
States Served

Regional Inspector General for Audit
Department of Education/OIG
26 Federal Plaza, Room 3739
New York, NY 10278
212-264-8442
FAX: 212-264-5228
CT, DC, DE, MA, MD, ME, NH, NJ, NY, PA, RI, VA, VT, WV,
Puerto Rico, & the Virgin Islands

Regional Inspector General for Audit
Department of Education/OIG
1200 Main Tower, Room 2130
Dallas, TX 75202
214-767-3826
FAX: 214-767-2024
AL, AR, AZ, CA, FL, GA, HI, KY, LA, MS, NC, NM, NV, OK,
SC, TN, TX, & Guam,

Regional Inspector General for Audit
Department of Education/OIG
Executive Hills North, 9th Floor
10220 N. Executive Hills Boulevard
Kansas City, MO 64153
816-891-7981
FAX: 816-374-6703
AK, CO, IA, ID, IL, IN, KS, MI, MN, MO, MT, NE, ND, OH,
OR, SD, UT, WA, WI, & WY

(6) To request the status of ED'S FINAL DETERMINATION FOR
AN INSTITUTION on the basis of the independent audit report,
your written response to the report, and any additional information
you provided, contact the Audit Resolution Branch in the U.S.
Department of Education at 202-708-8208.

(7) TO FILE A WRITTEN REQUEST FOR AN APPEAL
HEARING OF THE FINAL DETERMINATION before an
administrative law judge, you must file the request no later than 45
days from the date your institution received the determination and
send it to:

Mr. Howard E. Fenton, Acting Director
Institution Monitoring Division
U.S. Department of Education
7th and D Streets, SW, Room 3082
Washington, DC 20202-5255

When preparing your request, you must:

- attach it to a copy of the final determination letter,

- identify the issues and facts you dispute,

- state your position together with the pertinent facts and reasons
supporting your position, and

- include any documents or records that you wish to introduce
into evidence.

(8) To obtain information on what the FINAL DETERMINATION
APPEAL PROCESS is and how you may appeal, or to resolve
Title IV program questions on your CORRECTIVE ACTION
PLAN, contact the Audit Resolution Branch in the U.S.
Department of Education at 202-708-8208.

(9) For general information on the NATIONAL STUDENT LOAN
DATA SYSTEM (NSLDS), telephone NSLDS Customer Service
at 1-800-999-8219 or fax inquiries to the same at 903-457-4878.
Or contact the NSLDS Division of ED at 202-708-8125.

(10) For information on transferring to MEERS, contact:

Jay Greenberg
U.S. Department of Education
Financial Payments Group
600 Independence Ave., SW
Room 3321
Washington, DC 20202-4331
202-401-0108


*32* Please note: If your institution participates in the Federal Pell
Grant Program or campus-based programs, you would contact the
representative for your state if you have problems requesting funds
or reporting expenditures for those programs. If your institution
participates in the William D. Ford Federal Direct Loan Program as a
Level One institution, you would contact the representative for your
state if you have problems requesting funds for that program.

Last Modified: 06/30/1995