1. National Association of State Student Grant and Aid Programs
Update
Tuesday June 10, 2003
Michael Sessa
Executive Director

2. Industry Relationships Current Activities Future Activities
Agenda
Overview of PESC
Industry Relationships
Current Activities
Future Activities

3. Mission Overview of PESC
Established in 1997 and located in Washington, D.C., PESC is a non-profit association of colleges and universities; professional and commercial organizations; data, software and service providers; and state and federal government agencies.
PESC’s mission is to guide the higher education community in leveraging the value of electronic standards for data exchange with the overall goal of improving service, controlling costs, and attaining interoperability.
PESC supports and promotes the use and adoption of existing electronic standards set through official standards-setting bodies, as well as open industry collaborations, and sets new industry standards where there are no national or international bodies to do so.

4. Board of Directors Overview of PESC Michael Berberet NCS Pearson
Steve Biklen NASLA
Jerry Bracken AACRAO
Judith Flink University of Chicago
Mark Jones National Student Clearinghouse
Jackie Kessler SCT
Dallas Martin NASFAA
Keith Riccitelli Sallie Mae
Michael Sessa PESC

5. Members Affiliates Overview of PESC
AACRAO, American Education Services, Campus Management Corporation, Citibank, COHEAO, CollegeBoard, Datatel Inc., Educaid, ELM Resources, George Washington University, Miami-Dade Community College, Miami University, NASFAA, NASLA, National Student Clearinghouse, NCS Pearson, Northern Illinois University, Oracle, Purdue University, Sallie Mae, SAP, SCT Corporation, SLSA, Temple University, University of Illinois at Chicago, University of Miami at Coral Gables, University of Minnesota, University of Northern Iowa, University of Texas at Austin, University of Wisconsin at Madison, USA Funds, US Department of Education, Virginia Polytechnic Institute
Affiliates
ACT Inc, ACE, EdFund, EFC, EDUCAUSE, infiNET Solutions, Lumina Foundation, NACUBO, NCHELP, RDA Corporation, SIF

6. Annual Schedule Overview of PESC Board Meetings Monthly
Membership Meetings Twice per year
XML Forum for Education Quarterly
(fall meeting held as part of Technology Summit in conjunction with AACRAO’s Technology Conference)
Annual Conference May
(held in conjunction with EFC’s annual Technology Conference)

7. US Department of Education AACRAO’s SPEEDE Committee
Industry Relationships
US Department of Education
– Office of Federal Student Aid
AACRAO’s SPEEDE Committee
NCHELP’s ESC Committee
ANSI ASC X12
EFC

8. Web Services Workgroup Single Institutional ID Workgroup
Current Activities
Focus on Membership
Web Services Workgroup
Single Institutional ID Workgroup
XML Postsecondary Transcript
Common Record

9. April – Membership Campaign May – Full Time Membership Coordinator
Focus on Membership
January – Member category created for non-profit associations, fees lowered
April – Membership Campaign
May – Full Time Membership Coordinator
May – Annual Conference
July – Board plans for
October – Technology Summit

10. Web Services Newest emerging technology
Software and/or components that:
can be called directly by other pieces of software, application to application, behind the scenes
that enable one application or program to communicate with another without having to build new intricate, complex interfaces.
are aimed at other pieces of software, not at people or users.
Web Services are NOT websites or services on the web
Goal is to interconnect or interoperate
Built on open standards and open systems
Directory driven

11. Web Services Workgroup
Analyze and evaluate technologies and standards efforts
Identify how this technology might be applied in the education space
Evaluate leverage points, benefits, and issues presented by employing Web Services in education-related initiatives
Educate PESC membership
The workgroup will not be developing prototypes or determining standards.
Make recommendations for further PESC action

12. Single Institutional ID Workgroup
Identify the extent of the education community’s need for a single code set identifying postsecondary institutions
Catalog requirements for such an identifier
Gather information on code sets currently maintained for foreign institutions
Determine the feasibility of creating a single institutional identifier
Recommend future PESC activity in such an endeavor.
The workgroup is not charged to create a single institutional code set

13. XML Postsecondary Transcript
Based on PESC XML Technical Specifications and Education Data Dictionary
Schedule
Summer 2002: version 0.01 released for public comment
Winter 2003: version 1.0 submitted to ANSI ASC X12 as national standard
Spring 2003: presented at AACRAO’s annual conference
Summer 2003: approved by PESC as industry standard
Fall 2003: presented at EDUCAUSE’s annual conference ?
Winter 2004: approved by ANSI ASC X12 as national standard?

14. Common Record Common Record is the interface…
file format and/or messaging specifications
data transmission
Data element names and definitions:
are standard across programs*
makes up the core data dictionary.
Uses XML
built for real-time data exchange.
Common Record is the language we speak, the communication vehicle, the delivery of the data from point A to point B.

15. Common Record For PELL and Direct Lending:
Early adopters
Optional
Required
For FFELP and Alternative Loans:
CommonLine 5
Convergence to Common Record begins
Industry convergence
What does this mean? It means that all financial aid is looking to ensure that we’re all using the same definitions across industries.

16. Common Record FAFSA - ISIR Graduation Sales Certification Repayment
Delinquency
MPN
Payoff
Cure - Claim
Guarantee
Consolidation
Subrogation
Disbursement
Deferment
NSLDS
Changes
Forbearance
799 - LARS
Life of the Loan

17. Common Record CommonLine 4 CommonLine 5 Common Record PELL?
CommonLine 4
Phases out CL95, CL96, CL3 ?
CommonLine 5
v v v v 4.0
Common Record
PELL
Phased out
Early Adopters
Optional
Required
Direct Lending
Phased out
Begin Migration
Campus-Based
Phased out ?
FAFSA/ISIR
Begin Migration? ?
Servicing/CAM
2001
2002
2003
2004
2005

18. XML
eXtensible Markup Language: designed to improve the functionality of the web by providing flexibility and adaptability:
customized and dynamic
ideal for real-time transactions and messaging
<title>Electronic Initiatives</title>
Flat files:
fixed lengths, always with extra or redundant data
mostly used for batch processing
SESSAMICHAEL

19. XML
Identifying, defining, formatting, and transmitting data from point A to point B
XML 1.0 approved by W3C 2/98
Emerging as the technology for real-time, web-based transactions
Lacks “common” or industry standards

20. Future Activities
Formation of liaison relationships with OASIS and HR-XML
Expansion of work efforts in XML Forum
Reauthorization of HEA
ANSI accreditation
Standards maintenance
Website repository

21. www.StandardsCouncil.org The Standard Technology Summit
Additional Info
The Standard
Technology Summit
October 21-22, 2003
Austin, TX

22. National Association of State Student Grant and Aid Programs
Update
Michael Sessa
Executive Director
PESC