What’s New at FSA? May 20, 2008 Claire “Micki” Roemer U.S. Department of Education – Federal Student Aid Washington, DC

2 Recent Updates FASFA4caster FSA Assessment Tool COD CBT eCDR Appeals Coming Soon IPM IFAP Redesign Upcoming Training Spring 2008 Stand Up Training –CCRAA –New Federal Regulations posted November 2007

3 Early Awareness FAFSA4caster

4 Where to Find the FASFA4caster on

5 Early Awareness

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10 Early Awareness

11 FSA Assessment Tool Tools For Schools FSA Assessments

12 What are the FSA Assessments? Tools to prevent and/or identify compliance issues, and implement Management Enhancements (Action Plans) for problem areas Under Tools For Schools, click on FSA Assessments

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14 This Chart: Ways to use the assessments Policies and Procedures: Ensure you are meeting minimum requirements Management Enhancements: How to track your progress FSA Assessment Highlights

15 This Chart: Ways to Use the Assessments

16 This Chart: Ways to Use the Assessments

17 This Chart: Ways to Use the Assessments

18 This Chart: Ways to Use the Assessments

19 This Chart: Ways to Use the Assessments

20 Policies and Procedures Beginner, Intermediate and Advanced Users Minimum Requirements Regulations

21 Policies and Procedures At a Glance

22 Policies and Procedures – Beginners Activity

23 Policies and Procedures – Intermediate Activity

24 Policies and Procedures - Conflicting Data Template

25 Program Related Requirement - Activity 1

26 Verification Assessment – Activity 4 Conflicting Data

27 Policies and Procedures - Advanced

28 Management Enhancement

29 We Learned That: The assessments can be used to assist with Title IV operations Using the activities and templates can assist us in our development of Policies and Procedures The Management Enhancement can assist in managing our compliance activities

30 Common Origination and Disbursement (COD)

COD Computer Based Training (CBT) Tools Download to your desktop 1.COD CBT –8 self-paced lessons –Uses fictitious data –Focus on navigation 2.DL reports and Grants reports CBT –Overview of types and how to view/retrieve from web 3.Electronic Master Promissory Note (eMPN) –Sub/Unsub, PLUS, Grad PLUS and School Administrator (4 individual simulations)

32 IFAP/ Tools for Schools

33 Pell, ACG, SMART and Direct Loan Lessons

34 COD Sample Lesson Lessons and Practice Test

35 Reports CBTs Describe how you can use the reports Provide a sample of the reports Describe how to set Direct Loan report options Describe how to acquire reports –via batch request for grants –Via the COD website for both grants and Direct Loans

36 Sample Grant Reports Lesson

37 Sample eMPN FAA Administrator Lesson

38 Search for an eMPN

39 eCDR Appeal Process

40 Where to find eCDR Appeals on FAP (Schools Portal)

41 eCDR Appeal Process e-CDR Appeals, a new vehicle for schools to electronically submit challenges, adjustments, and appeals, is a single web- based user interface for schools, data managers, and FSA.

42 When Was It Released? February 11, 2008 – Schools may challenge 2006 draft cohort default rates via Incorrect Data Challenges – Features automatic routing to the correct data manager

43 What Are the Benefits? Eliminates the mailing and tracking of hard copy documents Minimizes the risk for disclosure of personally identifiable info Reduces the chances of late or incomplete submissions

44 When Is the Second Release? September 18, 2008 – Schools may challenge 2006 official cohort default rates via Uncorrected Data Adjustment and New Data Adjustments

45 Need More Information? IFAP electronic announcement dated 1/24/08 Application and User Guide available on DPM website at:

School Portal and IFAP Redesign

47 IFAP Redesign Objectives The web site should allow the public easy access to information about Federal Student Aid. The web site should adhere to FSA’s common look-and-feel. The web site should incorporate industry best practices for organizing and navigating web content.

48 High Level IFAP Redesign Project Schedule Iteration 1 – Information Architecture Iteration 2 - New Site Build-out FEBMARAPRMAYJUNJULAUGSEPOCT Iteration 3 – New Site Build-out Iteration 4 – New Site Build-out Finalize Site for Production Production (Fall 2008) Design Freeze Weekly JAD Session

49 Header Footer Left Navigation Main Content Area Feature Area New IFAP Home Page Areas

50 Layout of IFAP’s Redesigned Web Pages - What’s New

51 Layout of IFAP’s Redesigned Web Pages - Calendar

52 Layout of IFAP’s Redesigned Web Pages - Feedback

53 Layout of IFAP’s Redesigned Web Pages - Help

54 Layout of IFAP’s Redesigned Web Pages - Publication Landing Page

55 Layout of IFAP’s Redesigned Web Pages - Sitemap

56 New FAA Draft Layout

57 Beta IFAP Site is Under Development.

58 Integrated Partnership Management (IPM)

59 Current way of doing business… FSA is looking at improving ways we work with our Title IV Partners FSA understands the current issues: –“Siloed” applications to perform single work processes or streams –Paper intensive processing for Partners and FSA –Slower processing time –Lack of overall common requirements for each system

60 Current way of doing business… Currently FSA Partners use multiple systems that are mapped to various Title IV requirements: –Lender Application Process (LAP) –Electronic Application (eAPP) –Financial Statements & Compliance Audits (eZ-Audit) –Participation Management (PM) portion of Student Aid Internet Gateway (SAIG) –Postsecondary Education Participant System (PEPS) –Electronic Records Management (ERM) PM (SAIG) eZ-Audit ERM PEPS eAPP LAP

61 A new way of doing business… A new initiative called the Integrated Partner Management (IPM) solution provides an end-to-end view of the Federal Student Aid’s approximately 10,000 operating partners including Lenders, Servicers, Guaranty Agencies, Schools, Accreditors, State Agencies, and Software Providers.

62 eZ-Audit SAIG ERM IPM and the Future State The IPM solution is designed to consolidate the legacy systems and streamline core partner management processes through: Reengineering Automation Modernization Migration of services and data currently being provided by multiple legacy systems LAPPEPS eAPP IPM

63 IPM Benefits Some of the main benefits of IPM include: Simplified sign-on Consistent user experience Ease of use and navigation Increased security

64 IPM Benefits Proactive Communications with Federal Student Aid Streamlines and simplifies, through automation, the required notifications (paperless environment) to/from Federal Student Aid Provides eligible Partners with on-line access to entity status and eligibility information Ease of Use & Consistency Single entry point to sign-up for services and maintain eligibility for the Title IV program. Provides consistent data

65 IPM Benefits Reduction of Paper-based Processing Introduces usage of the paperless environment in the processing of compliance audit and financial statement submissions, thus reducing mail processing and time lag Provides the capability for e-Signature on required applications and forms to establish enrollment and maintain eligibility

66 Key Workbench (Website) Concepts IPM Workbench (Website) will provide the foundation for single sign-on to FSA systems Participation Management Services are consolidated with User Management Complex structures allow corporate entities to manage their subsidiaries with a single user experience Affiliations provide a mechanism to manage the data and features granted to servicing partners

67 Pre-Development Phase I and Phase II (Requirements and Design) -Develop detailed Business and Technical Requirements -Develop high-level and Detailed Design Phase I Development and Implementation (Enrollment and Eligibility) -Implement the IPM Portal View using WebSphere, which replaces legacy eAPP, LAP, eZ-Audit and Participation Management (PM) business functions. -Implement the Document Management Solution using FileNet, which replaced legacy ERM functions. -Implement a Case Management solution using Siebel, which replaces legacy eAPP and eZ-Audit business functions -Retire the ERM, eAPP, and Participation Management (PM), and eZ-Audit legacy business functions Project Phases

68 Phase II Development and Implementation (Oversight) -Implement a fully automated partner oversight case management solution including Program Reviews using the COTS products implemented in Phase I -Develop an IPM Risk Model that is integrated with a rules-based engine to systematically analyze data to identify and prioritize potential risks -Implement Siebel Analytics & Reporting tool. Project Phases

69 Developing the IPM Data Mappings in preparation for generating the IPM Data Model Continuing writing test scripts in preparation for testing Continuing to refine Phase II requirements Refining IPM design and actively developing the solution Where are We?

70 Training

71 Where to access FSA Conferences IFAP – under “Tools for Schools” select “Conference Presentations.” Then select “To access FSA's Conference Web Site, click here.”here OR Go directly to

72 TFAP

73 Spring Training Regulatory and Legislative Update –Covering CCRAA and the most recent regulations. –This training will be done at schools and Regional Training Centers throughout the US and Puerto Rico

74 Training via the Web COD Basics for Direct Loans NSLDS Data Overview Available as Podcasts Applicant data resolution  Identifying information sources with FAA Access  Resolving data issues

75 Webcasts The following are available through web screening: –Webinar on the College Cost Reduction and Access Act (CCRAA) –Webinars on new regulations –Operations for the TEACH Grants –COD and Direct Loans ( Intermediate)

76 Questions???? We appreciate your feedback and comments. Claire “Micki” Roemer (202)