What’s New at FSA?May 20, 2008
Claire “Micki” Roemer
U.S. Department of Education – Federal Student Aid
Washington, DC
2
Recent Updates• FASFA4caster• FSA Assessment Tool• COD CBT• eCDR Appeals
Coming Soon• IPM• IFAP Redesign
Upcoming Training• Spring 2008 Stand Up Training
– CCRAA– New Federal Regulations posted November 2007
5
Early Awareness
6
Early Awareness
7
Early Awareness
8
Early Awareness
9
Early Awareness
10
Early Awareness
11
FSA Assessment Tool
Tools For SchoolsFSA Assessments
12
What are the FSA Assessments?
Tools to prevent and/or identify compliance issues, and implement Management Enhancements (Action Plans) for problem areas
• http://ifap.ed.gov Under Tools For Schools, click on FSA Assessments
13
14
• This Chart: Ways to use the assessments
• Policies and Procedures: Ensure you are meeting minimum requirements
• Management Enhancements: How to track your progress
FSA Assessment Highlights
15
This Chart: Ways to Use the Assessments
16
This Chart: Ways to Use the Assessments
17
This Chart: Ways to Use the Assessments
18
This Chart: Ways to Use the Assessments
19
This Chart: Ways to Use the Assessments
20
Policies and Procedures• Beginner,
Intermediate and Advanced Users
• Minimum Requirements
• Regulations
21
Policies and Procedures At a Glance
22
Policies and Procedures – Beginners Activity
23
Policies and Procedures – Intermediate Activity
24
Policies and Procedures - Conflicting Data Template
25
Program Related Requirement - Activity 1
26
Verification Assessment – Activity 4• Conflicting Data
27
Policies and Procedures - Advanced
28
Management Enhancement
29
We Learned That:• The assessments can be used to assist
with Title IV operations• Using the activities and templates can
assist us in our development of Policies and Procedures
• The Management Enhancement can assist in managing our compliance activities
30
Common Origination and Disbursement
(COD)
31
2007 COD Computer Based Training (CBT) Tools• Download to your desktop 1. COD CBT
– 8 self-paced lessons– Uses fictitious data– Focus on navigation
2. DL reports and Grants reports CBT– Overview of types and how to view/retrieve from web
3. Electronic Master Promissory Note (eMPN)– Sub/Unsub, PLUS, Grad PLUS and School Administrator
(4 individual simulations)
32
IFAP/ Tools for Schools
33
Pell, ACG, SMART and Direct Loan Lessons
34
COD Sample Lesson
Lessons and Practice Test
35
Reports CBTs• Describe how you can use the reports• Provide a sample of the reports• Describe how to set Direct Loan report
options• Describe how to acquire reports
– via batch request for grants– Via the COD website for both grants and
Direct Loans
36
Sample Grant Reports Lesson
37
Sample eMPN FAA Administrator Lesson
38
Search for an eMPN
39
eCDR Appeal Process
40
Where to find eCDR Appeals on FAP (Schools Portal)
41
eCDR Appeal Process
e-CDR Appeals, a new vehicle for schools
to electronically submit challenges,
adjustments, and appeals, is a single web-
based user interface for schools, data
managers, and FSA.
42
When Was It Released?
• February 11, 2008
– Schools may challenge 2006 draft cohort default rates via Incorrect Data Challenges
– Features automatic routing to the correct data manager
43
What Are the Benefits?
• Eliminates the mailing and tracking of hard copy documents
• Minimizes the risk for disclosure of personally identifiable info
• Reduces the chances of late or incomplete submissions
44
When Is the Second Release?
• September 18, 2008
– Schools may challenge 2006 official cohort default rates via Uncorrected Data Adjustment and New Data Adjustments
45
Need More Information?
• IFAP electronic announcement dated 1/24/08
• Application and User Guide available on DPM website at:
www.ifap.ed.gov/DefaultManagement/DefaultManagement.html
School Portal and IFAP Redesign
47
IFAP Redesign Objectives
• The web site should allow the public easy access to information about Federal Student Aid.
• The web site should adhere to FSA’s common look-and-feel.
• The web site should incorporate industry best practices for organizing and navigating web content.
48
High Level IFAP Redesign Project Schedule
Iteration 1 – Information Architecture
Iteration 2 - New Site Build-out
FEB MAR APR MAY JUN JUL AUG SEP OCT
Iteration 3 – New Site Build-out
Iteration 4 – New Site Build-out
Finalize Site for Production
Production (Fall 2008)DesignFreeze
Weekly JAD Session
49
HeaderHeader
FooterFooter
Left Navigation
Left Navigation
Main Content
Area
Main Content
Area
Feature Area
Feature Area
New IFAP Home Page Areas
50
Layout of IFAP’s Redesigned Web Pages - What’s New
51
Layout of IFAP’s Redesigned Web Pages - Calendar
52
Layout of IFAP’s Redesigned Web Pages - Feedback
53
Layout of IFAP’s Redesigned Web Pages - Help
54
Layout of IFAP’s Redesigned Web Pages - Publication Landing Page
55
Layout of IFAP’s Redesigned Web Pages - Sitemap
56
New FAADraft Layout
58
Integrated Partnership Management (IPM)
59
Current way of doing business…• FSA is looking at improving
ways we work with our Title IV Partners
• FSA understands the current issues:– “Siloed” applications to perform
single work processes or streams– Paper intensive processing for
Partners and FSA– Slower processing time– Lack of overall common
requirements for each system
60
Current way of doing business…•Currently FSA Partners use multiple systems that are mapped to various Title IV requirements:
– Lender Application Process (LAP)
– Electronic Application (eAPP)
– Financial Statements & Compliance Audits (eZ-Audit)
– Participation Management (PM) portion of Student Aid Internet Gateway (SAIG)
– Postsecondary Education Participant System (PEPS)
– Electronic Records Management (ERM)
PM (SAIG)
eZ-Audit
ERM
PEPS
eAPP
LAP
61
A new way of doing business…
A new initiative called the Integrated Partner
Management (IPM) solution provides an end-to-end view
of the Federal Student Aid’s approximately 10,000
operating partners including Lenders, Servicers,
Guaranty Agencies, Schools, Accreditors, State
Agencies, and Software Providers.
62
eZ-Audit
SAIGERM
IPM and the Future State
The IPM solution is designed to consolidate the legacy systems and streamline core partner management processes through:
• Reengineering
• Automation
• Modernization
• Migration of services and data currently being provided by multiple legacy systems
LAPPEPSeAPP
IPM
63
IPM Benefits
Some of the main benefits of IPM include:
• Simplified sign-on• Consistent user
experience• Ease of use and
navigation• Increased security
64
IPM Benefits Proactive Communications with
Federal Student Aid• Streamlines and simplifies, through
automation, the required notifications (paperless environment) to/from Federal Student Aid
• Provides eligible Partners with on-line access to entity status and eligibility information
Ease of Use & Consistency • Single entry point to sign-up for
services and maintain eligibility for the Title IV program.
• Provides consistent data
65
IPM Benefits Reduction of Paper-based
Processing• Introduces usage of the paperless
environment in the processing of compliance audit and financial statement submissions, thus reducing mail processing and time lag
• Provides the capability for e-Signature on required applications and forms to establish enrollment and maintain eligibility
66
Key Workbench (Website) Concepts
• IPM Workbench (Website) will provide the foundation for single sign-on to FSA systems
• Participation Management Services are consolidated with User Management
• Complex structures allow corporate entities to manage their subsidiaries with a single user experience
• Affiliations provide a mechanism to manage the data and features granted to servicing partners
67
• Pre-Development Phase I and Phase II (Requirements and Design) - Develop detailed Business and Technical Requirements
- Develop high-level and Detailed Design
• Phase I Development and Implementation (Enrollment and Eligibility)
- Implement the IPM Portal View using WebSphere, which replaces legacy eAPP, LAP, eZ-Audit and Participation Management (PM) business functions.
- Implement the Document Management Solution using FileNet, which replaced legacy ERM functions.
- Implement a Case Management solution using Siebel, which replaces legacy eAPP and eZ-Audit business functions
- Retire the ERM, eAPP, and Participation Management (PM), and eZ-Audit legacy business functions
Project Phases
68
• Phase II Development and Implementation (Oversight) - Implement a fully automated partner oversight case
management solution including Program Reviews using the COTS products implemented in Phase I
- Develop an IPM Risk Model that is integrated with a rules-based engine to systematically analyze data to identify and prioritize potential risks
- Implement Siebel Analytics & Reporting tool.
Project Phases
69
• Developing the IPM Data Mappings in preparation for generating the IPM Data Model
• Continuing writing test scripts in preparation for testing
• Continuing to refine Phase II requirements
• Refining IPM design and actively developing the solution
Where are We?
70
Training
71
Where to access FSA Conferences • IFAP – under
“Tools for Schools” select “Conference Presentations.”
• Then select “To access FSA's Conference Web Site, click here.”
OR
• Go directly to www.fsaconferences.ed.gov
72
TFAP
www.ed.gov/offices/OSFAP/training/index.html
73
Spring Training
• Regulatory and Legislative Update
– Covering CCRAA and the most recent regulations.
– This training will be done at schools and Regional Training Centers throughout the US and Puerto Rico
74
Training via the Web• COD Basics for Direct Loans
• NSLDS Data Overview
Available as Podcasts• Applicant data resolution
Identifying information sources with FAA Access
Resolving data issues
75
WebcastsThe following are available through web
screening:– Webinar on the College Cost Reduction
and Access Act (CCRAA)– Webinars on new regulations– Operations for the TEACH Grants– COD and Direct Loans ( Intermediate)
76
Questions????We appreciate your feedback and comments.
Claire “Micki” Roemer (202) 377-3452