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FSA Partner Connect Preview Shamarli Kollock, Kwaku Appiah and Eric Hardy U.S. Department of Education 2020 Virtual FSA Training Conference for Financial Aid Professionals BREAKOUT SESSION #25

BREAKOUT SESSION #25 - ed

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Page 1: BREAKOUT SESSION #25 - ed

FSA Partner Connect Preview

Shamarli Kollock, Kwaku Appiah and Eric Hardy

U.S. Department of Education

2020 Virtual FSA Training Conference for Financial Aid Professionals

BREAKOUT SESSION #25

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INTRODUCING FSA PARTNER CONNECT

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NEW DIGITAL SITE

FOR PARTNERS

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NAVIGATING FSA PARTNER CONNECT

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Header and Footer for navigation and access to other FSA sites

Quick Links provides easy access to FSA’s most frequently used sites by partners

Knowledge Center, formerly IFAP, is featured prominently on the homepage for the public searching for Title IV guidance or policy

Header and Footer for navigation and access to other FSA sites

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Important Dates, highlights upcoming relevant dates for partners

What’s New, highlights the most recent Dear Colleague Letters

FSA Twitter, a consolidated list of Tweets from FSA’s Twitter accounts - @fafsa, @FSACOO, and @FSAConf

Help Center, provides assistance, FAQs, and customer service

Log In, provides access to functionality requiring authentication

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PARTNER CONNECT – NAVIGATION LINKS

Knowledge Center

Training Financial Aid Delivery Title IV Program Eligibility

Partner Connect Services

Knowledge Center Homeifap.ed.gov

Training Resourcesfsatraining.ed.gov

Application and Verificationfaaaccess.ed.gov

Title IV Participation Applicationeligcert.ed.gov

Student, Parent, Borrower Accounts

FSA HandbookFSA Training Conferencefsaconferences.ed.gov

Calculating Awards & Packaging(EDESuite)

Maintain Eligibility(PEPS)

Partner Profile

Knowledge Center FAQsFinancial Aid Toolkitfinancialaidtoolkit.ed.gov

• Origination & Disbursement• Campus-Based Processing• Return of Title IV Fundscod.ed.gov

Audit Submissionezaudit.ed.gov The following FSA websites

are also accessible from Partner Connect • SAIG Enrollment

fsawebenroll.ed.gov

• SAIG Mailbox saigportal.ed.gov

• Experimental Sites experimentalsites.ed.gov

• Loan Servicing for Schools

National Student Loan Data Systemnsldsfap.ed.gov/fap

Appealsecdrappeals.ed.gov

Reconciliation & Closeoutwww.g5.gov

Cybersecurity

Default Prevention and Managementdmcseddebt.ed.gov

School Closures

Easy access to 15+ existing FSA websites used by partners today

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HELP CENTER

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KNOWLEDGE

CENTER

Formerly Information for Financial Aid Professionals Website

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KNOWLEDGE CENTER

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KNOWLEDGE CENTER

Key sections include:

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KNOWLEDGE CENTER – SEARCH

Search and Advanced Search capabilities have been updated to provide better results.

Search now includes “Type-Ahead” and “Popular Topics” search capabilities as well as search tips.

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KNOWLEDGE CENTER ARTICLES

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FSA HANDBOOK

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FSA HANDBOOK

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FSA HANDBOOK

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FSA HANDBOOK

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FSA HANDBOOK

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PARTNER DASHBOARDS

Partner Connect Feature

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PARTNER DASHBOARD

• School notifications

• Scheduled system outages

• Snapshots of high-level operational data, as well as FAFSA, Perkins, and Campus Based data, if applicable

• Important Dates, What’s New, FSA Twitter

• Links to frequently used systems20

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PARTNER DASHBOARD

Dashboard View with Notifications

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PARTNER PROFILES:SCHOOLS

Partner Connect Feature

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PARTNER PROFILE: SCHOOL PROFILE

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SCHOOL PROFILE SEARCH

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SCHOOL PROFILE DETAILS

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SCHOOL PROFILE DETAILS – CONTINUED

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STUDENT, PARENT AND BORROWER ACCOUNTS

Partner Connect Feature

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STUDENT, PARENT, BORROWER ACCOUNTS•

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STUDENT, PARENT, BORROWER ACCOUNTS

• Social Security Number; partners are required to enter a 9-digit number for an SSN search

OR

• Date of Birth and Name; partners must enter at least a first or last name

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STUDENT, PARENT, BORROWER ACCOUNTS

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STUDENT, PARENT, BORROWER ACCOUNTS

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STUDENTAID.GOVSTUDENT VIEW

Partner Connect Feature

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STUDENTAID.GOV STUDENT VIEW

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STUDENTAID.GOV STUDENT VIEW

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ACCOUNT ACCESS MANAGEMENT CENTER

Partner Connect Feature

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All users with a Partner Connect Account can view their account access details and request additional access

ACCOUNT ACCESS MANAGEMENT CENTER

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• Provides user account details

• Users can view access for all affiliated organizations

• Primary and Secondary Administrators email addresses are included for easy reference

• Users can also view their specific access and permissions as well as request additional access

ACCOUNT ACCESS MANAGEMENT CENTER

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FSA PARTNER CONNECTMARCH 2021

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WHAT’S COMING NEXT?

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FSA PARTNER

CONNECT TRAINING

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PARTNER EXPERIENCE COUNCIL

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JOIN THE PARTNER EXPERIENCE COUNCILSubmit your interest in joining the Council by scanning the QR code or navigating to the link below!

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Link: https://bit.ly/2FMTmMs

Instructions for QR Code:1. Open the Camera on your smartphone device 2. Hold your device so that the QR code appears in the viewfinder in the Camera app.

Your device will recognize the QR code and show a notification3. Tap the notification to open the survey link associated with the QR code

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Q & A

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SHARE YOUR THOUGHTSPlease take a minute to share your initial thoughts on FSA Partner Connect by scanning the QR code!

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Instructions for QR Code:1. Open the Camera on your smartphone device 2. Hold your device so that the QR code appears in the viewfinder in the Camera app.

Your device will recognize the QR code and show a notification3. Tap the notification to open the survey link associated with the QR code

Menti Code: 20 30 27 1

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PRESENTER CONTACT INFORMATION

[email protected]

KWAKU APPIAH

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[email protected]

SHAMARLI KOLLOCK

[email protected]

ERIC HARDY