1. Standards Make The World Go Round! Michael Sessa, Executive Director

2. 4/23/07Standards Make The World Go Round  Overview of PESC  Current Activities  Standards Forum for Education  Future Activities Agenda

3. 4/23/07Standards Make The World Go Round Mission 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.

4. 4/23/07Standards Make The World Go Round Board of Directors 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

5. 4/23/07Standards Make The World Go Round Steering Committee 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

6. 4/23/07Standards Make The World Go Round  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, infiNET, 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, Oracle, Pearson*, 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*, 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

7. 4/23/07Standards Make The World Go Round Operational Schedule  Board Meetings Every other month  Steering Committee Meetings Every month  Membership Meetings Twice per year  Workgroup Summits Twice per year Winter Summit (January/February) Fall Summit (October)  Annual Conference on April (held in partnership with CBA, EFC, and NCHELP) Technology and Standards 4 th Annual – Washington DC 4/23/07 – 4/25/07  Standards Forum Boards and Weekly Workgroups

8. 4/23/07Standards Make The World Go Round Support for ANSI EDI  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

9. 4/23/07Standards Make The World Go Round

13. PESC supports:  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

14. 4/23/07Standards Make The World Go Round PESC – New Paradigms  “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

15. 4/23/07Standards Make The World Go Round PESC – New Paradigms  Agreement to compete on price and service  Collaboration through PESC, 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

16. 4/23/07Standards Make The World Go Round Industry Partners  AACRAO’s SPEEDE Committee  Data Quality Campaign  NCHELP’s ESC Committee  Schools Interoperability Framework Association (SIFA)  US Department of Education – Office of Federal Student Aid

17. 4/23/07Standards Make The World Go Round Organizational Growth  Milestone - 82 Members and Affiliates  Board and Steering Committee Working in Harmony  Significant National and International Adoption  Formal Policies and Procedures for Development  4 Standards Approved High School Transcript, College Transcript, Common Record: CommonLine (CRC), Data Transport Standard (DTS)  3 “Standards” Submitted Degree Audit, Online Loan Counseling, Transcript Request and Response  6 “Standards” in Development Admission Application, Course Inventory, Education Test Score, Student Aid Inquiry, Taxonomy, Transcript Ack. & Batch

18. 4/23/07Standards Make The World Go Round Standards Forum for Education  Founded August 4, 2000  Serves as the operational 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

19. 4/23/07Standards Make The World Go Round Modernizing Data Exchange  Paper Forms  Wet Signature  Common Forms and Common Applications  Online Applications and E-Sign  Proprietary Formats  EDI  eXtensible Markup Language - XML

20. 4/23/07Standards Make The World Go Round Core Components  Standardizing simple data elements  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

21. 4/23/07Standards Make The World Go Round The Process Review by SAB & Steering Committee Approved? Notification to Steering Committee PESC Membership vote Step One: Request Made – Letter of Intent Change Control Board Review Step Two: Workgroup Formed – Submission Development Step Three: Completed Candidate Proposed Step Four: Public Comment Step Five: PESC Membership Vote Step Six: Ratification Returned with Explanation Workgroup Formed – Candidate Developed Approved? Returned for additional information Returned with Explanation N Y N N Y Y

22. 4/23/07Standards Make The World Go Round 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 ?

23. 4/23/07Standards Make The World Go Round 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

24. 4/23/07Standards Make The World Go Round XML Registry and Repository for the Education Community  Developed and owned by FSA  Administered by PESC  Stores PESC approved standards

25. 4/23/07Standards Make The World Go Round Policies and Procedures  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

26. 4/23/07Standards Make The World Go Round 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

27. 4/23/07Standards Make The World Go Round Authentication  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, Federal E-Authentication Initiative, Liberty Alliance, NASFAA, NCHELP/Meteor, SHEEO, SIFA, US Department of Education

28. 4/23/07Standards Make The World Go Round Outreach  Reaching out to ensure usability and coordination  HR-XML  IMS Global Learning Consortium  Joint Information Systems Committee (JISC) – UK  NCES  OASIS  Open Source Student Services System  SHEEO

29. 4/23/07Standards Make The World Go Round “One” Standard for pK20  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

30. 4/23/07Standards Make The World Go Round “One” Standard for pK20 Future Activities PESC - Standards SIFA – SIF Specification pK12 higher education SIFA Developed Jointly Developed PESC Developed

31. 4/23/07Standards Make The World Go Round “One” Standard for pK20  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 Future Activities

32. 4/23/07Standards Make The World Go Round The “Movement”  Free Code (Standards or Modules)  Allows Greater Control  Requires Resources and Maintenance  Alternative to Packaged Modules  Cost Differential is TBD Open Source

33. 4/23/07Standards Make The World Go Round Evolution of Standardization  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 Future Activities

34. 4/23/07Standards Make The World Go Round 10 th Year Anniversary 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 Future Activities

35. 4/23/07Standards Make The World Go Round Additional Info  www.PESC.org  The Standard  Fall 2007 Summit October 15 - 16, 2007 in Montreal

36. 4/23/07Standards Make The World Go Round Michael Sessa Executive Director PESC One Dupont Circle NW, Suite 520 Washington DC 20036 Sessa@PESC.org 202-293-7383