Teacher Cancellation Low Income

Teacher Cancellation Low Income Directory
User Guide
March 2012

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Table of Contents

Page

Background Information

1

The TCLI Directory

1

How to Register a New State/Territory Liaison User

2

Logging in to the TCLI Web site for the First Time

5

Updating the State Contact Information

7

Updating the TCLI Directory
Updating/Deleting Existing Individual School and Educational
Service Agency Data Entries
Adding New School and Educational Service Agency Data Entries

8

Downloading, Updating and Uploading the Entire State Directory
How the Public Uses the TCLI Directory
State Contact Information

8
10
12
19
19

Search the TCLI Directory

21

Download Reports

22

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Background Information
This guide provides an orientation for new users and a review for experienced
users who are the State and Territory Teacher Cancellation Low Income
Directory (TCLI) Contacts.
Each July, the Department of Education (the Department) Federal Student Aid
(FSA) Liaison sends an e-mail message to the State and Territory Liaisons to
remind them to update the TCLI Directory for the new award year. .
The TCLI Directory
Eligibility requirements for teachers to receive loan cancellation or forgiveness
under the Federal Perkins Loan (Perkins Loan) Program, the Federal Family
Education Loan (FFEL) Program, and the William D. Ford Federal Direct Loan
(Direct Loan) Program is that they must teach at a school or educational service
agency serving low-income families that is listed in the TCLI Directory. In
addition, teaching at a low-income school or educational service agency listed in
the TCLI Directory is one of the requirements for satisfying the service obligation
under the Teacher Education Assistance for College and Higher Education
(TEACH) Grant Program. If a State or Territory does not update its list of lowincome schools and educational service agencies, Perkins Loan, FFEL, and
Direct Loan borrowers and TEACH Grant recipients who teach in the state may
not receive federal program benefits to which they may be entitled.
The Department of Education provides authorized state officials the ability to
electronically update the list of schools and educational service agencies that
serve low-income families at any time. Although authorized state officials are the
only ones who can use the “Login” button to update the information, the TCLI
Directory may be searched by anyone (including post-secondary schools, loan
holders and the public) by using the “Search” button on the home page.
Instructions explaining how state and territory officials update the TCLI Directory
as well as examples of how the public uses the TCLI Directory are included in
this guide. Note: The TCLI Directory Website is reviewed and updated each
year as needed. The new version is released in July. The current screens and
screen shots in this guide are in the process of being updated. The updated
screens will show on the website when the new version is implemented in July.
The screenshots in this guide will be updated and be available for download soon
thereafter. The state and territory contacts will be notified via email when it is
available.
We appreciate your efforts to keep the TCLI Directory current so that students
can receive these important benefits.
Contact Information
We hope this information is helpful to you. If you have additional questions about
the TCLI Directory requirements or procedures, contact the Campus-Based Call
Center at 877/801-7168. Customer service representatives are available Monday
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through Friday from 8:00 A.M. until 8:00 P.M. (ET). You may also e-mail
[email protected].
Grants & Campus-Based Division
Federal Student Aid

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How to Register a New State/Territory Liaison User
1. Access the TCLI Web site at www.TCLI.ed.gov.

2. Scroll down the page and click the Login button.

3. Click on the Register button.
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4. The New User Registration Form becomes available. Complete the form
as described below.

Complete all fields.
The Reset Phrase is particularly important.
• Choose a question from the drop down list.
• Provide a response that you will remember. The response to this
question is required in order to complete your registration.
• A User ID and a temporary password will be provided to you by the
Federal Student Aid TCLI Liaison when the registration process is
complete.
• If you forget your Reset Phrase or cannot provide it verbally to
the Federal Student Aid TCLI Liaison exactly as you typed it, you
will be asked to re-register and start the process over.

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5. Click on the Register button.

6. You will receive a confirmation message. Then close the screen by
clicking on the Close button.

Note: After completing the online registration, you must send a letter on
your agency letterhead to the Security Officer. The letter must include the
name and contact information for the person or persons at the agency
who will access the TCLI Web site on the agency’s behalf. The screen,
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as displayed on page 3 of this guide, indicates that the letter should be
sent to Calvin Whitaker. However, updates are being made to the TCLI
Directory screens and this letter should be sent to:
Pat Stephenson
Teacher Cancellation Low Income Directory
U.S. Department of Education
830 First Street, NE
Union Center Plaza
Washington, DC 20202-5453
You will then be contacted by the FSA TCLI Liaison who will confirm your
Reset Phrase response and provide your user id and temporary
password.

Logging in to the TLCI Web Site for the First Time
1. Access the TCLI Web site at www.TCLI.ed.gov .
2. Scroll down the page and click on the Login Button on the home page.
3. Enter your User ID and Temporary Password, then click on the Login
button.

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4. You will be prompted to change your password.

5. Enter your current (temporary) password.
a. Enter your new password and confirm it by typing it again in the
“Confirm New Password box.
b. Click on the “Change Password” box.
6. After completing the change to a permanent password, the Home/Setup
page of the TCLI Web site is displayed. You will have access only to your
state.
The Year display will default to the current year. To work with a different
year, use the drop down box to select the year you want, then click on the
Change Year button.

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Updating the State Contact Info
The State Contact Info selection allows you to update the primary and secondary
State/Territory contact responsible for updating the TCLI Directory. The primary
contact is the person the Department will contact with new and updated
information concerning the TCLI Directory. When that duty changes in the
State/Territory office, the information must be updated in the TCLI Directory.

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Updating the TCLI Directory
REMINDER: Your state’s TCLI Directory must be updated each year with all low
income schools and educational service agencies for that year. You can
add/delete/and update specific schools and educational service agencies
individually for any of the years. Please note that the prior year list does not roll
over into the new year. We recommend that if you do not have an automated
system within your procedures, that you download the prior year list, update it,
and then upload it into the new year (see page 13 below). If you are developing
automated procedures, the allowable format as shown below is available online
through a link on the Upload/Download page.

You can update your state’s TCLI Directory by:
• Updating or deleting a school or educational service agency in the
Directory one at a time,
• Adding a new school or educational service agency one at a time, or
• Downloading your state’s list, updating it, then uploading it back to the
TCLI Directory (Recommended).
Updating or Deleting Existing Individual School Data Entries
1. Click on the TCLI Directory link on the Menu located on the left side of the
page. To update or delete just one or a few schools and educational
service agencies, you can narrow your search by entering data in the
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search fields.
To see your state’s entire current list, click the Search button.

2. Your state’s entire list of schools and educational service agencies
currently in the TCLI Directory will be displayed.
Click on the Select button to the right of the school you want to update or
delete. The data fields for that school or educational service agency will
be displayed.

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3. Update them as needed, then click the Save button. If you want to delete
the selected school or educational service agency, click the Delete button.

4. A confirmation message will be displayed.

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Adding New School or Educational Service Agency Data Entries
1. Click on the TCLI Directory link on the Menu located on the left side of the
page. The Search TCLI Directory screen is displayed. Click the Add New
button.

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2. A blank School or Educational Service Agency Information screen will be
displayed. Complete the information and click the Save button.

3. A confirmation message is displayed.

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Downloading, Updating and Uploading the Entire State Directory
An efficient way to review your state’s list of schools and educational service
agencies data is to:
• download the file,
• convert it to an Microsoft Excel spreadsheet,
• review, update, and add information,
• convert the updated spreadsheet to a tab-delimited text file, and
• upload the file back to the TCLI Directory.
Step-by-step instructions are provided below:
1. Click on the Upload/Download link on the Menu located on the left side of
the page. The Upload/Download screen is displayed.
Click on the Download File button.

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2. Save the file to a place on your hard drive where you can find it.

3. Note the naming convention. The file downloaded in this example is the
Missouri 2010 TCLI file in text format (TCLI-MO-2010.txt).

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4. Convert the downloaded text file to a Microsoft Excel file.
a. Using Microsoft Excel, open the downloaded file.
b. If you don’t see your file, ensure that “All Files” is selected.
c. Microsoft Excel will recognize that the file is not an Excel spreadsheet
and will require some selections to be made.
d. Select Delimited. Then click on Next.

e. At the next screen, check the box for Tab Delimiters. Then click on
Finish.

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f. Your current list of schools and educational service agencies in the
TCLI Directory is now in a Microsoft Excel spreadsheet.

5. Update, add, and delete data as needed. Save the file as a Microsoft
Excel spreadsheet as a backup until you have completed the upload.

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6. With the updated spreadsheet open, save the file as a Tab-Delimited.txt
file

7. Upload the file to the TCLI Directory.
a. Click the Upload/Download link on the menu located on the left side of
the page. The Upload/Download page is displayed.

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b. From the Upload/Download main screen click on the Browse button
to select the file you have updated and now want to upload.

c. When you’ve selected the appropriate file, click on the Upload File
button.

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d. When the file is finished uploading, a message indicating a
successful upload will be displayed

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How the Public Uses the TCLI Directory
The TCLI home page (www.tcli.ed.gov) is available to everyone. The public
cannot update school and educational service agency data for a state, but can
use the Web site to research state and school and educational service agency
information.
State Contact Information
By clicking on the State Contact Information link on the home page, the public
can view the listing of all of the State/Territory contacts for the TCLI Directory as
shown below.

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Search the TCLI Directory
By clicking on the Search button on the home page, the public can search for
schools and educational service agencies listed in the TCLI Directory.

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Download Reports
Public users can choose to search the TCLI Directory online or download a
report based on state and year in either a Tab-Delimited or Microsoft Excel
version.

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Example: On line search results for Alaska 2010-2011

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Example: Download Tab-Delimited file

A Tab-Delimited file is normally saved to a hard drive and then imported into a
software application that reads and formats the data.

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Example: Download Microsoft Excel file

A Microsoft Excel download captures the data within a Microsoft Excel
Worksheet where it is ready to be formatted by the user.

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