1. Tuesday May 8, 2007 Michael Sessa Executive Director SHEEO/NCES Network Conference & IPEDS Workshop St. Petersburg, FL Standards Make the World Go Round!

2. 4/23/07Standards Make The World Go Round 5/8/07 SHEEO/NCES Network Conference & IPEDS Workshop  Overview of PESC  Current Activities  Standards Forum for Education  XML Registry & Repository for the Education Community  Future Activities Agenda

3. 4/23/07Standards Make The World Go Round 5/8/07 SHEEO/NCES Network Conference & IPEDS Workshop Established in 1997 and located in Washington, D.C., the Postsecondary Electronic Standards Council (PESC) is a non-profit, community-based, umbrella 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 lead the establishment and adoption of data exchange standards in education. The goals of the mission are to enable the improvement of institutional performance and foster collaboration across educational communities in order to lower costs, improve service, and attain system interoperability. Mission

4. 4/23/07Standards Make The World Go Round 5/8/07 SHEEO/NCES Network Conference & IPEDS Workshop Pete Nalli, Chair, Director of Architecture and Software Development, Datatel Craig Cornell, Vice Chair, Director of Enrollment Services, Nelnet Steve Biklen, Treasurer, President (retired), Citibank Student Loan Corp Represents NASLA David Moldoff, Secretary, President, AcademyOne, Inc. Barbara Clements, Chief Standards Officer, National Transcript Center Judith Flink, Executive Director of Student Financial Services, University of Illinois System Brian Lecher, Executive Vice President of IT, AES/PHEAA Michael Sessa, Executive Director, PESC Rick Skeel, Director of Academic Records, University of Oklahoma Represents AACRAO Francisco Valines, Director of Financial Aid, Florida International University Represents NASFAA Andy Wood, Development Director, Oracle Corporation Board of Directors

5. 4/23/07Standards Make The World Go Round 5/8/07 SHEEO/NCES Network Conference & IPEDS Workshop Adele Marsh, Chair, Vice President of Industry Initiatives, AES Robert King, Vice Chair, Director of Strategic Development, Citibank Paula Brower, Banner Student Product Manager, SunGard Higher Education Holly Hyland, Management Analyst, Office of Federal Student Aid, US Department of Education Adriana Farella, Executive Director, Strategy & Analytics, College Board Bruce Marton, Associate Director, Student Information Systems, University of Texas at Austin Eddie Upton, Systems Analyst Manager, University of Mississippi Steering Committee

6. 4/23/07Standards Make The World Go Round 5/8/07 SHEEO/NCES Network Conference & IPEDS Workshop  Members AACRAO*, AcademyOne, Inc., AES, Bowling Green State University, California Community College System, CBA, Central Connecticut State University, Citibank*, COHEAO*, College Board*, Columbia University, Community College of the Air Force, Dartmouth College, Datatel, EdFinancial Services, EFC*, ELM Resources, Florida State University, Georgetown University, George Washington University, Georgia Board of Regents, Iowa State University, Law School Admission Council*, Miami University-DARS, NASFAA*, NASLA, National Career Assessment Services, Inc. (NCASI), National Student Clearinghouse, National Transcript Center, NCHELP*, Nelnet, Northern Illinois University, Ohio Board of Regents, Ontario College Application Services (OCAS), Oracle, Purdue University, Sallie Mae*, SmartCatalog, SunGard Higher Education*, SLSA*, Texas A & M University, TG, University of Alaska System, University of Denver, University of Illinois at Chicago, University of Illinois Student Financial Services, University of Illinois at Urbana Champaign, University of Lethbridge, University of Maryland – University College, University of Minnesota, University of Mississippi, University of Northern Iowa, University of Oklahoma, University of Phoenix, University of South Florida, University of Texas at Austin, University of Virginia, USA Funds*, US Department of Education*, Vangent (formerly Pearson)*, Virginia Polytechnic Institute, Wachovia Education Finance, Xap  Affiliates Access Group, ACT*, ACE, California School Information Services, College Source, ConnectEdu, Docufide, Educause*, First Marblehead Education Resources, IDAPP, IMS Global Learning Consortium, Jenzabar, JP Chase Morgan Bank NA, JustIQ, Key Bank, Regent Education, SIFA, Triand * Founder Membership

7. 4/23/07Standards Make The World Go Round 5/8/07 SHEEO/NCES Network Conference & IPEDS Workshop Technical Advisory Board Submission Advisory Board Change Control Board Steering Committee Course Inventory Data TransportTranscript Request/Response Transcript Ackn. & Batch Workgroups Hierarchy Board of Directors Degree Audit Request/Response Education Test Score Report Admission Application Student Aid Inquiry Randy Mertens Chair Monique Snowden, Texas A & M Chair Steve Margenau, Great Lakes Chair Taxonomy EA2 Task Force High School Transcript Online Loan Counseling Charlie Leonhardt, Georgetown Chair

8. 4/23/07Standards Make The World Go Round 5/8/07 SHEEO/NCES Network Conference & IPEDS Workshop Meeting Schedule Board Every other month + Annual Summer Retreat Steering Committee Every month (1 st Monday) + Annual Summer Retreat Membership Twice per year Summits Twice per year (focused on Workgroups & Boards)  Winter Summit (Jan/Feb) + Board + Steering Committee + AACRAO SPEEDE + NCHELP ESC  Fall Summit (Oct) + Board + Steering Committee + Membership + AACRAO SPEEDE Annual Conference on Technology and Standards April (held in partnership with CBA, EFC, & NCHELP)  5 th Annual Conference on Technology & Standards Washington DC 4/28/08 – 4/30/08 + Board + Membership + AACRAO SPEEDE Standards Forum Boards and Workgroups Weekly

9. 4/23/07Standards Make The World Go Round 5/8/07 SHEEO/NCES Network Conference & IPEDS Workshop  Key factors in higher education:  Access  Affordability  Success  Data exchange along the student lifecycle  Secondary to Postsecondary  Postsecondary to Postsecondary  Elimination of redundancy  Reusability of data  Recycling of data PESC Policy Supports

10. 4/23/07Standards Make The World Go Round 5/8/07 SHEEO/NCES Network Conference & IPEDS Workshop  “Coopetition” – Cooperation among competitors for the greater common good  No single law, model, or mandate can standardize higher education  Agreement to not compete on data exchange, that the education network/super highway is a necessary commodity  Development and adoption is voluntary and consensus-based  Lessons learned from the ATM network and SEVIS PESC – New Paradigms

11. 4/23/07Standards Make The World Go Round 5/8/07 SHEEO/NCES Network Conference & IPEDS Workshop  Agreement to compete on price and service  Collaboration through PESC – our cornerstone principle, a neutral objective third party, levels the playing field and allows a trusting environment  PESC does not benefit from the national standards agreed upon by the community  Ability to rely on consistent, accurate data exchange frees you up to focus on the needs of students PESC – New Paradigms

12. 4/23/07Standards Make The World Go Round 5/8/07 SHEEO/NCES Network Conference & IPEDS Workshop  AACRAO’s SPEEDE Committee  Data Quality Campaign  NASFAA’s Technology Initiatives Committee  NCHELP’s ESC Committee  SIFA  US Department of Education – Office of Federal Student Aid (FSA) Industry Partners

13. 4/23/07Standards Make The World Go Round 5/8/07 SHEEO/NCES Network Conference & IPEDS Workshop Reaching out to ensure usability and coordination  CCSSO  HR-XML  IMS Global Learning Consortium  Internet2  Joint Information Systems Committee (JISC) – UK  NCES  OASIS  Open Source Student Services System  Office of Planning, Evaluation, and Policy Development  SHEEO Outreach

14. 4/23/07Standards Make The World Go Round 5/8/07 SHEEO/NCES Network Conference & IPEDS Workshop  Milestone - 82 Members and Affiliates – 6 Partners  Board and Steering Committee Working in Harmony  Significant National and International Adoption  Formal Policies and Procedures for Development  5 Standards Approved High School Transcript, College Transcript, Common Record: CommonLine (CRC), Data Transport Standard (DTS), Online Loan Counseling  2 “Standards” Submitted Degree Audit, Transcript Request and Response  6 “Standards” in Development Admission Application, Course Inventory, Education Test Score, Student Aid Inquiry, Taxonomy, Transcript Ack. & Batch Organizational Growth

15. 4/23/07Standards Make The World Go Round 5/8/07 SHEEO/NCES Network Conference & IPEDS Workshop  Paper Forms  Wet Signature  Common Forms and Common Applications  Online Applications and E-Sign  Proprietary Formats  EDI  eXtensible Markup Language - XML Evolution of Data Exchange

16. 4/23/07Standards Make The World Go Round 5/8/07 SHEEO/NCES Network Conference & IPEDS Workshop  Continuing to promote usage statistics and implementation as provided by the Internet Server at the University of Texas at Austin  Continuing to include appropriate EDI sessions at conferences and summits  Communicating that SPEEDE continues to serve as experts on the subject of EDI development and implementation  EDI embraced and used by admissions and registrar functions but not for financial aid Support for ANSI EDI

17. 4/23/07Standards Make The World Go Round 5/8/07 SHEEO/NCES Network Conference & IPEDS Workshop Support for ANSI EDI

18. 4/23/07Standards Make The World Go Round 5/8/07 SHEEO/NCES Network Conference & IPEDS Workshop Support for ANSI EDI

19. 4/23/07Standards Make The World Go Round 5/8/07 SHEEO/NCES Network Conference & IPEDS Workshop Support for ANSI EDI

20. 4/23/07Standards Make The World Go Round 5/8/07 SHEEO/NCES Network Conference & IPEDS Workshop Support for ANSI EDI

21. 4/23/07Standards Make The World Go Round 5/8/07 SHEEO/NCES Network Conference & IPEDS Workshop  Founded August 4, 2000  Serves as the operational and development arm of PESC  “Candidates” for standards are proposed, developed, and processed by the Standards Forum  Governed by a Steering Committee  Includes multiple Boards and Workgroups Standards Forum for Education

22. 4/23/07Standards Make The World Go Round 5/8/07 SHEEO/NCES Network Conference & IPEDS Workshop CommonLine 4 CommonLine 5 PELL Common Record Direct Lending Campus-Based 200120032002 ? ? Servicing/CAM FAFSA/ISIR Required Begin Migration ?? 20052004 Phases out CL95, CL96, CL3 Phased out Optional 2006 Early Adopters Begin Migration ? Evolution of Data Exchange in Student Aid $80 billion/year

23. 4/23/07Standards Make The World Go Round 5/8/07 SHEEO/NCES Network Conference & IPEDS Workshop FAFSA - ISIR Certification MPN Disbursement Guarantee Changes Graduation Repayment Payoff Deferment Consolidation Forbearance Sales Delinquency Cure - Claim NSLDS Subrogation 799 - LARS Life of the Loan Evolution of Data Exchange in Student Aid

24. 4/23/07Standards Make The World Go Round 5/8/07 SHEEO/NCES Network Conference & IPEDS Workshop  Standardizing simple data elements  Design approach: object-oriented, three-tier architecture  Populating “Core Main” data dictionary with all simple core components/elements  “Sector” libraries allow migration from where an organization or sector is today to national standards  A simple core component in a sector library, which still must be in Core Main, may have a slightly different definition  “Complex” core components/elements, the grouping of several simple core components/elements, follow the same methodology Core Components

25. 4/23/07Standards Make The World Go Round 5/8/07 SHEEO/NCES Network Conference & IPEDS Workshop  Released to PESC Membership in October 2004 for comment period, to Education Community March 2005  Focus is on collaboration, submission, approval, and maintenance  Includes:  Process  PESC Guidelines for XML Architecture and Data Modeling  Users Guide for XML Registry and Repository for the Education Community Policies and Procedures

26. 4/23/07Standards Make The World Go Round 5/8/07 SHEEO/NCES Network Conference & IPEDS Workshop The Process Review by SAB & Steering Committee Approved? Notification to Steering Committee PESC Membership vote Step 1: Request Made – Letter of Intent Change Control Board Review Step 2: Workgroup Formed – Submission Development Step 3: Completed Candidate Proposed Step 4: Public Comment Step 5: PESC Membership Vote Step 6: Ratification Returned with Explanation Workgroup Formed – Candidate Developed Approved? Returned for additional information Returned with Explanation N Y N N Y Y

27. 4/23/07Standards Make The World Go Round 5/8/07 SHEEO/NCES Network Conference & IPEDS Workshop XML Registry and Repository for the Education Community  Developed and owned by FSA  Administered by PESC  Stores PESC approved standards A Single Registry & Repository

28. 4/23/07Standards Make The World Go Round 5/8/07 SHEEO/NCES Network Conference & IPEDS Workshop XML Registry and Repository for the Education Community

29. 4/23/07Standards Make The World Go Round 5/8/07 SHEEO/NCES Network Conference & IPEDS Workshop XML Registry and Repository for the Education Community

30. 4/23/07Standards Make The World Go Round 5/8/07 SHEEO/NCES Network Conference & IPEDS Workshop XML Registry and Repository for the Education Community

31. 4/23/07Standards Make The World Go Round 5/8/07 SHEEO/NCES Network Conference & IPEDS Workshop XML Registry and Repository for the Education Community

32. 4/23/07Standards Make The World Go Round 5/8/07 SHEEO/NCES Network Conference & IPEDS Workshop XML Registry and Repository for the Education Community

33. 4/23/07Standards Make The World Go Round 5/8/07 SHEEO/NCES Network Conference & IPEDS Workshop  DTS – PESC Approved National Education Community Standard  A solution specifically for education  Other specifications not sufficient  Addresses.net & Java interoperability  Option to use free Internet Server at University of Texas at Austin Data Transport Standard

34. 4/23/07Standards Make The World Go Round 5/8/07 SHEEO/NCES Network Conference & IPEDS Workshop Data Transport Standard  Standards  HTTP1.1, SSL2.0, SOAP1.1, XML, WSDL2.0, zLib (RFC 1950), Base64 (RFC 3548), UUID, X.509  SSL encryption of HTTP Streams  WS-Security / XML-DSIG – digital signature standards  Strong authentication with non-repudiation  X.509 encryption keys and certificate authorities

35. 4/23/07Standards Make The World Go Round 5/8/07 SHEEO/NCES Network Conference & IPEDS Workshop  A business process solved with technical and business interoperability standards  Need to create an environment and network of trust  E-Authentication/E-Authorization (EA2) Task Force for a Common Authentication Framework  PESC commission including AACRAO, EAP, Educause, IMS, Internet2, GSA’s Federal E-Authentication Initiative, Liberty Alliance, NASFAA, NCHELP/Meteor, SHEEO, SIFA, US Department of Education Authentication

36. 4/23/07Standards Make The World Go Round 5/8/07 SHEEO/NCES Network Conference & IPEDS Workshop Current Implementations  CRC and DTS being piloted in Student Aid.  Organizations are pairing the XML High School Transcript and the XML College Transcript together to handle all electronic transcript needs in:  California  Georgia  Indiana  Michigan  Ontario  Texas  ?

37. 4/23/07Standards Make The World Go Round 5/8/07 SHEEO/NCES Network Conference & IPEDS Workshop Future Development  Certification Program  Data exchange along student life cycle  IPEDs XML Upload  “One” Standard for pk20

38. 4/23/07Standards Make The World Go Round 5/8/07 SHEEO/NCES Network Conference & IPEDS Workshop  Alignment and bridging of pk12 and higher education  Purpose is to establish one set of objects/core components across the entire student lifecycle  Migration away from silos and/or stovepipes  Realization and implementation will take years “One” Standard for pK20

39. 4/23/07Standards Make The World Go Round 5/8/07 SHEEO/NCES Network Conference & IPEDS Workshop “One” Standard for pK20 PESC - StandardsSIFA – SIF Specification pK12 higher education SIFA Developed Jointly Developed PESC Developed SIFA and PESC

40. 4/23/07Standards Make The World Go Round 5/8/07 SHEEO/NCES Network Conference & IPEDS Workshop  Compare and understand uses of e-Transcript and High School Transcript  Prove usability of e-Transcript in pk12 and High School Transcript in postsecondary  Identify and analyze overlapping core components/objects  Determine strategy on a case-by-case basis  Store core components/objects in a single repository “One” Standard for pK20

41. 4/23/07Standards Make The World Go Round 5/8/07 SHEEO/NCES Network Conference & IPEDS Workshop The “Movement”  Free Code (Standards or Modules)  Allows Greater Control  Requires Resources and Maintenance  Alternative to Packaged Modules  Cost Differential is TBD Open Source

42. 4/23/07Standards Make The World Go Round 5/8/07 SHEEO/NCES Network Conference & IPEDS Workshop  Focus has been on external data exchange in higher education  Methodology has followed the lifecycle of a student  Strategic direction looks to move beyond student administrative standards to standardizing internal data exchange from one system/module to another  Long term goal is to standardize student authentication  Ability to re-use data provides costs savings PESC Strategic Direction

43. 4/23/07Standards Make The World Go Round 5/8/07 SHEEO/NCES Network Conference & IPEDS Workshop Standards Make the Network! Campaign  Case Studies on the Value of Standards in Education  Connecting Kids to College  Improving Institutional Performance  Investing in the Future 10th Year Anniversary

44. 4/23/07Standards Make The World Go Round 5/8/07 SHEEO/NCES Network Conference & IPEDS Workshop Additional Info  www.PESC.org  The Standard – PESC’s monthly eNewsletter  Fall 2007 Summit October 15 - 16, 2007 at Ritz-Carlton Montreal  5 th Annual Conference on Technology & Standards April 28 – 30, 2008 Hyatt Capitol Hill

45. 4/23/07Standards Make The World Go Round 5/8/07 SHEEO/NCES Network Conference & IPEDS Workshop The Cost of Non-Standardization

46. 4/23/07Standards Make The World Go Round 5/8/07 SHEEO/NCES Network Conference & IPEDS Workshop Michael Sessa Executive Director PESC One Dupont Circle NW, Suite 520 Washington DC 20036 Sessa@PESC.org 202-293-7383 Standards Make The World Go Round!