NCHELP Electronic Standards Committee Update 2006

NCHELP Electronic Standards Committee  Sets the data exchange standards for the Student Loan Industry  Cooperative effort of guarantors, lenders, servicers, schools, software providers  60 voting members – representative of the industry  Began as CommonLine Work Group about 13 years ago

NCHELP Electronic Standards Committee The detailed work is performed by Advisory Teams of subject matter experts – They do the heavy lifting…  Origination Standards Advisory Team (OSAT)  Testing and Certification Advisory Team  General Account Maintenance Advisory Team (GAMAT)  Default Aversion and Claims Advisory Team (DACAT)  Electronic Exchange Advisory Team (EEAT)  Communications and Training (CAT)  School Advisory Group

NCHELP Electronic Standards Committee Our Primary Standards are:  CommonLine 4 and 5  Common Record: CommonLine (CRC)  CAM General Account Maintenance Transactions  CAM Default Aversion and Claims Transactions  Test Tool for CL 5 and for CRC

NCHELP Electronic Standards Committee Key Activities this year have included  Updates to CommonLine 4.0, 5.0 and CRC standards to include changes from the Higher Education Reconciliation Act (HERA)  Support for Grad PLUS  Support for Federal Default Fee  Review of Standards to determine need for changes  CRC was accepted as a PESC approved standard  Completion of the CRC Test Tool

NCHELP Electronic Standards Committee  Completion of the CRC Beta Test  Ensure that CRC participants’ systems were coded as the standard intended  Limit the trickle effect of long drawn out implementations  Refine the CRC Implementation Guide and Test Tool  13 week test preceded by a month of prep work  Sigma Systems, AES, ASA, Nelnet, Sallie Mae, USA Funds, U.S. Bank  458 documents traded with 1,202 scenarios successfully tested  NCHELP established a sharepoint site for the team to share XML documents and test documentation

NCHELP Electronic Standards Committee  Completion of the CRC Beta Test  Daily conference calls to review results, share information and resolve issues  78 issues were identified and resolved  Special thanks to the Origination Standards Team leads with extra kudos to Kim Shiflette, Kristi Blabaum, and Terri Slocum, and to Sigma Systems  Biggest issue was different interpretations of formulation of responses with rejects  Some emulation of flat files, some errors with end of line markers and needed better understanding/definition of namespace

NCHELP Electronic Standards Committee Key Activities this year have included  Beta Test Resulted in Version 1.1 of the CRC Standard, Schema and test tool  Updated standards as needed with E-sign custodian information  Updated CAM specifications and CAM claim records  School Group worked with ED and others to gain permission for schools to exclude unallocated amounts in aggregate loan limit calculations, and gained approval to use websites that retrieve data directly from data providers websites to resolve NSLDS discrepancies without having to get a letter...can simply print the web page  The ESC is pleased that the DTS effort is well along in the PESC standards process.

NCHELP Electronic Standards Committee Upcoming Priorities  Develop standard for the CAM reporting of Federal Default Fee  Return to a focus on implementation of CRC  Update the readiness surveys for CAM and CRC  Complete the standard for exchange of image files  Solicit the community for any additional needed standards  Continue updates to the test tools as needed

NCHELP Electronic Standards Committee Contacts: Brian Allison – USA FundsBob King - Citibank

Standards Forum for Education May 2006 Holly Hyland, Management Analyst Federal Student Aid

Standards Forum for Education May 2006 Holly Hyland, Management Analyst Federal Student Aid

STANDARDS FORUM FOR EDUCATION PESC Mission and Purpose: “PESC’s mission is to lead in the establishment and adoption of data exchange standards in education. Its goals are to enable the improvement of institutional performace and foster collaboration across educational communities, in order to lower costs, improve service, and attain system interoperability.”

STANDARDS FORUM FOR EDUCATION Standards Forum for Education Purpose: “The Standards Forum (for Education) facilitates the achievement of PESC’s mission through collaborative development and production of data exchange standards.” The Standards Forum is responsible for standards identification, standards approval, and post approval activities. –Steering Committee –Change Control Board –Submission Advisory Board –Technical Advisory Board –Workgroup Committees

STANDARDS FORUM FOR EDUCATION Steering Committee Purpose: –Provide strategic direction for the Standards Forum for Education –Provide direction and guidance to all Standards Forum for Education workgroups and committees –Recommend the approval of standards to the Board –Authorize the tasks of the workgroups

STANDARDS FORUM FOR EDUCATION Steering Committee Members –Holly Hyland, Chair –Adele Marsh, Vice Chair –Adriana Farella –Ed Hauser –Bob King –Bruce Martin –John Van Weeren

STANDARDS FORUM FOR EDUCATION Submission Advisory Board Purpose: “ The Submission Advisory Board serves as the first point of contact and review for any proposed standards submitted to prepare them for transmittal through the entire process and ultimately to the Change Control Board.”

STANDARDS FORUM FOR EDUCATION Submission Advisory Board Members –Graham Tracey, Chair –Rob Boisen –Jeanenne Rothenberger –Monique Snowden

STANDARDS FORUM FOR EDUCATION Change Control Board Purpose: “The Change Control Board governs the data dictionary, core components documentation, and schemas and authorizes all changes and updates to any and all PESC approved standards.”

STANDARDS FORUM FOR EDUCATION Change Control Members –Randy Mertens, Chair –Kristi Blabaum, Alternate –Holly Hyland –Steve Margenau, Technical Advisory Board –Adele Marsh –Bruce Marton, Primary –Kim Shiflette, Primary –Tom Stewart, Alternate

STANDARDS FORUM FOR EDUCATION Technical Advisory Board Purpose: “ The Technical Advisory Board is responsible for updating and maintaining all technical specifications and for providing guidance on technical and architectural issues related to electronic standards and higher education.”

STANDARDS FORUM FOR EDUCATION Technical Advisory Board Members –Steve Margenau, Chair –Mark Bolembach –Jeff Funck –Stephen Wheat

STANDARDS FORUM FOR EDUCATION Standards Forum for Education Working Committees Purpose: Develop standards collaboratively within the education community in accordance with PESC’s Guidelines for XML Architecture and Data Modeling.

STANDARDS FORUM FOR EDUCATION Standards Forum for Education Working Committees: –High School Transcript, Bruce Marton –Student Aid Inquiry, Tim Cameron –Online Loan Counseling, Carianne Behr –Data Transport, Kim Shiflette –Admission Application, Adriana Farella and Monique Snowden –R&R of Degree Audit, Jason Elwood –R&R of Postsecondary Transcript, Doug Falk –National Test Score Reporting, R. Bruce Nielsen and Monica Montoya

Questions?

More from the SPEEDE Committee Clare Smith-Larson, Chair AACRAO SPEEDE Committee

More from … SPEEDE Committee structure ( ) Chair, Clare Smith-Larson Program Chair, Linda Sather Secretary, Monique Snowden Secretary pro tem, John “Tom” Stewart PESC Inter-association rep, Rick Skeel

More from … How does the committee fit into the big picture …? The focus of SPEEDE is on electronic data exchange and associated technology issues.

More from … How does the committee fit into the big picture …? A strong partnership with the Postsecondary Electronic Standards Council is essential in fulfilling the SPEEDE mission.

More from … AACRAO SPEEDE PESC participated in SPEEDE’s EDI in Education Conferences on a regular basis beginning in 1998.

More from … How does the committee fit into the big picture? AACRAO “morphed” the EDI in Education Conference into the AACRAO Technology Conference in 2003.

More from … How does the committee fit into the big picture? PESC scheduled their October meeting in conjunction with the AACRAO Technology Conference beginning in 2003

More from … How does the committee fit into the big picture? PESC will continue with October meetings even though the AACRAO Technology Conference is moving to July beginning this year.

What’s Happening … ? How does SPEEDE fit into the big picture? Objectives: Partners with the Post-secondary Electronic Standards Council, by participating in sessions and workgroups at the: PESC Annual Technology Conference PESC Workgroup Summits

What’s Happening … ? How does SPEEDE fit into the big picture? Objectives: Contribute to the development of -- Core Main Academic Record Sector Library

What’s Happening … ? How does SPEEDE fit into the big picture? Objectives: Contribute to the development of -- Implementation Guides Crosswalks – EDI XML

What’s Happening … ? Current action items 2006 AACRAO Technology Conference Denver, Colorado, July 23-25, 2006 Develop and deliver workshops, sessions and fireside chats Promote the PESC standards

What’s Happening … ? Current action items Participate in the 2006 PESC 3 rd Annual Technology Conference Washington, D.C. May 1-3, 2006

What’s Happening … ? Major projects being worked on XML College Transcript Schema Implementation NOTE: University of Minnesota, Twin Cities has successfully sent XML transcripts to itself through the Texas Internet (SPEEDE) server

What’s Happening … ? Major projects being worked on Ratification of the XML High School Transcript Schema

What’s Happening … ? Major projects being worked on Collaborate with members of PESC on the Transcript Request/Response Schema

What’s Happening … ? Major projects being worked on Collaborate with members of PESC on the Request/Response Degree Audit Schema

What’s Happening … ? Each of these schema utilizes: Core Main Academic Record Sector Library Pause

What’s Happening … ? Major projects being worked on Complete (done May 1, 2005) : XML to EDI Crosswalk Complete (done April 2006) : EDI to XML Crosswalk

What’s Happening … ? Major projects being worked on Disseminate: Implementation Guide XML College Transcript (post-secondary) NOTE: Posted on the PESC web site

What’s Happening … ? Major projects being worked on Complete: Implementation Guide for the XML High School Transcript

What’s Happening … ? What are the next big projects on the horizon? Convergence of the SIF and PESC views of the XML High School Transcript Schema

What’s Happening … ? What are the next big projects on the horizon? Facilitate implementation of the XML High School Transcript Schema

What’s Happening … ? … next big projects on the horizon? Participate in the development of an XML Admissions Application schema in cooperation with the PESC community and interested vendors.

What’s Happening … ? … next big projects on the horizon? Participate in the development of an XML Test Scores schema in cooperation with the PESC community and interested vendors.

What’s Happening … ? … next big projects on the horizon? Promote use of: the XML to EDI Crosswalk; the EDI to XML Crosswalk; the XML Transcript Implementation Guides

What’s Happening … ? … next big projects on the horizon? The Texas Internet (SPEEDE) server will utilize the XML to EDI Crosswalk and the EDI to XML Crosswalk in their XML translator

What’s Happening … ? Questions? AACRAO SPEEDE Committee PESC Annual Conference on Technology and Standards May 1-3, 2006 Washington, DC

More from SPEEDE … Contact Information Barry Tuan Ahn Bruce Linda Rick Clare Monique Tom