Bulletin ID
DLB - 97 - 9
| PublicationDate: 3/1/97 BulletinID: DLB - 97 - 9 DLB-97-9 March 1997 SUMMARY: This bulletin announces the 1997-98 Direct Loan training to be conducted April through June 1997, lists the sites and dates for the training, and includes a registration form. Dear Colleague: The Department of Education (ED) is pleased to announce a training series for new and current participants in the William D. Ford Federal Direct Loan Program. Enclosed is the schedule of training workshops that will begin April 29, 1997. THERE ARE THREE DIFFERENT TRAINING OPPORTUNITIES AVAILABLE, SO PLEASE PAY PARTICULAR ATTENTION TO THE DESCRIPTIONS OF EACH TYPE OF TRAINING WHEN DECIDING WHICH WILL MOST BENEFIT YOUR INSTITUTION. GETTING STARTED WITH EDE TRAINING (NOVICE TRAINING) - ONE DAY The Electronic Data Exchange (EDE) is the service that allows schools to electronically process Title IV financial aid data, using the Title IV Wide Area Network (TIV WAN). EDExpress is the software developed by ED to aid schools in those processes. To participate in the Direct Loan Program, schools will need to be enrolled in EDE. For schools that have little or no experience with EDE and/or EDExpress, we are offering a one day session, Getting Started with EDE. This session covers the basic processes of EDE: how data is exchanged, transmitted and received. The session also focuses on the use and navigation of EDExpress to create, send and receive data and the use of the TIV WAN network in transmitting data. Schools that are not yet enrolled or have recently enrolled in EDE, as well as those that are new to EDExpress, will benefit from this session. Please note that the EDExpress sessions are the first day of the three-day sessions for new users. These sessions are identified, by an asterisk, on the schedule. TRAINING FOR NEW DIRECT LOAN SCHOOLS (YEAR 4 TRAINING) - TWO DAYS The training for new schools will be a two-day integrated curriculum, combining both programmatic and policy information with hands-on instruction on the EDExpress software supporting Direct Loan functions. The sessions will cover all policies and procedures required for a school to administer the Direct Loan program, including the exchange and processing of data with the Direct Loan Origination Center. Trainees will be instructed in all areas of the Direct Loan process, to include: - Creating loan origination records, including changes to origination records; - Printing and management of promissory notes; - Requesting and receiving Direct Loan funds; - Reporting disbursement of Direct Loan funds; and - Managing data and the loan process. The focus of the training will be on using the EDExpress software to perform these functions. These sessions will also aid new schools in understanding the loan process and the procedures for sending and receiving data from the Direct Loan Origination Center. Please note that these sessions are not intended for current participants; however, if a "refresher" session is not being offered in your regional location, you will be allowed to register for this session. DIRECT LOAN UPDATE TRAINING FOR CURRENT DIRECT LOAN SCHOOLS - ONE DAY This session is for Year 1, Year 2 and Year 3 Direct Loan schools interested in learning what's new in programmatic requirements and the l997-98 version of EDExpress Direct Loan software. This "refresher" session is not intended for new Direct Loan schools. REGISTRATION All training will be held in ED's Regional Training Facilities, as indicated on the enclosed schedule. Class sizes are limited and registration is required. Registration is on a first-come, first-served basis; however, participation by any one institution may be limited to four persons if registration demands exceed class capacity. Trainees should register for the appropriate training session using the enclosed form. Registration will be confirmed. The training will begin each day at 9:00 a.m., and will end at approximately 4:00 p.m. IF YOU CANNOT ATTEND THE SESSION FOR WHICH YOU HAVE REGISTERED, PLEASE CALL THE DESIGNATED CONTACT PERSON SO THAT WE CAN PROVIDE YOUR SLOT TO AN INDIVIDUAL ON THE WAITING LIST. Participants should arrange and pay for their own transportation, meals, and lodging. Your regional contacts will be happy to provide information on nearby lodging and directions to the training facilities. The training and workshop materials are provided at no cost to schools. However, you may wish to bring a two-inch 3-ring binder for the Trainee Guide. We look forward to your participation in this training. We hope it will provide you with the information and tools you need to administer the Direct Loan program at your school. Sincerely, Joe L. McCormick, Chair Direct Loan Task Force Enclosures *[[The Direct Loans Training Registration form is currently not available for viewing. Please reference your paper document for additional information.]] DIRECT LOANS Training Dates and Contacts Regions New Users Current Users I 10 Causeway Street Third Floor, Room 343 May 6-7 Boston, MA 02222 June 3-4 Contacts James White (617) 565-6911 (617) 565-8636 fax james_white@ed.gov II May 28 75 Park Place May 1-2 May 29 12th Floor *May 5-7 June 3 New York, NY 10007 May 14-15 June 4 Contacts Anthony Andrade (212) 264-8012 (212) 264-1666 fax anthony_andrade@ed.gov III/Headquarters 7th and D Streets, SW ROB-3, Room 4009 May 6-7 Washington, D.C. 20202-5387 *May 20-22 Contacts Janice Stribling (215) 596-1725 (215) 596-1726 fax janice_stribling@ed.gov IV 61 Forsyth Street, SW 18th Floor *May 20-22 June 10 Atlanta, GA 30303-3104 *June 3-5 June 12 Contacts Keisha Davis (404) 562-6264 (404) 562-6283 fax keisha_davis@ed.gov V 111 North Canal Street *May 13-15 Room 1030 May 20-21 Chicago, IL 60606 May 29-30 Contacts Betty Bultsma (312) 886-8766 (312) 886-6737 fax betty_bultsma@ed.gov VI 1200 Main Tower Room 710 *April 29-May 1 Dallas, TX 75202 *May 13-15 Contacts Sue Goldman (214) 767-9607 (214) 767-9604 fax r6sg1@sfa.ope.ed.gov VII 7505 Tiffany Springs Pkwy *May 5-7 Suite 500 May 8-9 Kansas City, MO 65153-1367 *May 28-30 Contacts Pamela Cannavan (816) 880-4090 (816) 891-8713 fax pamela_cannavan@ed.gov VIII 391 N. Speer Boulevard Suite 800 May 8-9 Denver, CO 80204 May 22-23 Contacts Devin Croft (303) 844-3677 ext. 125 (303) 844-5756 fax devin_croft@ed.gov IX 50 United Nations Plaza *May 6-8 Room 137 *May 13-15 San Francisco, CA 94102 *May 27-29 Contacts Pat Walker (415) 437-8849 (415) 437-8852 fax pat_walker@ed.gov X 1000 Second Avenue *May 13-15 Suite 1200 *June 3-5 May 8 Seattle, WA 98104-1023 *June 17-19 Contacts Bob Martin (206) 287-9840 (206) 553-0800 fax bob_martin@ed.gov *Includes Novice Training. Current schools can attend New Users session if refresher training is not available in their region. |