1. Diahann Greene| Dec. 2015 U.S. Department of Education 2015 FSA Training Conference for Financial Aid Professionals Integrated Partner Management (IPM) Solution – Let’s Get Ready! Session 40

2. AGENDA 1. IPM Overview 2. User Access 3. Outreach and Training 4. Contact Us 2

3. IPM Terminology Partner – Primary entities such as Schools, Lenders, Guaranty Agencies, and Third-party Servicers that participate in federal student financial aid programs Affiliated Partner – Secondary entities, such as Servicers, Auditors, Accrediting Agencies, State Authorizing Agencies, and others who assist in the administration of the Title IV programs on behalf of a participating partner 3

4. IPM Terminology Application Administrator (AA) – Completes the Eligibility Application (determined through the Pre-Eligibility process) Destination Point Administrator (DPA) – Has the ability to create, update, and deactivate users and create DPAs for their affiliated partners Portal User – An authorized, registered user that has a valid user name and password 4

5. Integrated Processes The Integrated Partner Management (IPM) solution is designed to integrate and streamline core business processes and support processes 5 FSA Users Partner Users IPM

6. Integrated Processes Integrated legacy systems: Partner Facing: eApp – Application for Approval to Participate in Federal Student Financial Aid Programs LAP – Lender Application eZ-Audit – Electronic Submission of Financial Statements and Compliance Audits Federal Student Aid Facing: ERM – Electronic Records Management PEPS – Postsecondary Education Participants System 6

7. Integrated Processes Navigation Tools Previous Save and Next Cancel Track Progress Upload Documents 7

8. Integrated Processes E-sign and Submit Submission Confirmation 8

9. Integrated Processes Manage Partner Groups Search View All Select Partner 9

10. Integrated Processes Manage Affiliated Partners Search and view all affiliated partners Add and manage partner details 10

11. Integrated Processes Manage Users Create Edit Deactivate 11

12. Integrated Communication View Profile Summary and Details 12

13. Integrated Communication Instant Feedback Errors and/or Missing Information Help Text and Alerts 13

14. New User Access New partners will go through the IPM enrollment process Initial application does not require user credentials After eligibility processes are complete, Application Administrator (AA) will receive user credentials Destination Point Administrator (DPA) will receive user credentials and establish other users 14

15. New User Access New User Enrollment and Resources 15

16. Existing User Access Existing partner DPAs will be established in IPM prior to deployment Same user credentials as other FSA systems (i.e., COD or NSLDS) Before you can access IPM, all users require: Provisioning Username/password and token Completed Debarment Checks Performed by FSA with user consent System for Award Management (sam.gov) used to perform the debarment checks 16

17. Existing User Access Returning Partner Login Featured Announcements 17

18. Outreach and Training Proactive updates and information will be posted to ifap.ed.gov Customized targeted multi-media training on IPM will be provided for all partners Target timeframe for training is 4–6 weeks prior to ‘Go-Live’ in December 2016 18

19. Questions and Comments Submit questions and comments to: IPMQuestions@ed.gov 19

20. QUESTIONS? 20