Templates/Spreadsheets for Schools and Data Managers

Monthly Status Report (XLS)

Instructions on the use of the above spreadsheet can be found in the Guide Under Chapter 3.3 "Data Manager Strategies and Reports."

Loan Record Detail Report (LRDR) Import Tool (XLS)

Instructions for using the tool are provided on the first tab of the workbook.

Schools Record Spreadsheet (XLS)

Instructions on the use of the above spreadsheet can be found in the Guide under Chapter 2.3 "Reviewing the Loan Record Detail Report."

Incorrect Data Challenge/New Data Adjustment/Erroneous Data Appeal (XLS)

Participation Rate Index (XLS)

This is a blank version of the Participation Rate Index Appeal Spreadsheet. Instructions on the use of the above spreadsheet can be found in the Guide under Chapter 4.8 “Participation Rate Index Appeal.”

Participation Rate Index Worksheet (XLS)

This tool will assist schools in determining if they should challenge or appeal their CDR based on low participation.

Loan Servicing Appeal (XLS)

Low Income Rate (XLS)

Placement Rate (XLS)

Completion Rate (XLS)

Instructions on the use of the above spreadsheets can be found in the Guide under Part 4 "Challenges, Adjustments, and Appeals."