Post on 28-Dec-2015
What’s New at FSA?May 20, 2008
Claire “Micki” Roemer
U.S. Department of Education – Federal Student Aid
Washington, DC
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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
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Early Awareness
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Early Awareness
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Early Awareness
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Early Awareness
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Early Awareness
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Early Awareness
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FSA Assessment Tool
Tools For SchoolsFSA Assessments
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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
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• 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
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This Chart: Ways to Use the Assessments
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This Chart: Ways to Use the Assessments
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This Chart: Ways to Use the Assessments
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This Chart: Ways to Use the Assessments
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This Chart: Ways to Use the Assessments
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Policies and Procedures• Beginner,
Intermediate and Advanced Users
• Minimum Requirements
• Regulations
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Policies and Procedures At a Glance
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Policies and Procedures – Beginners Activity
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Policies and Procedures – Intermediate Activity
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Policies and Procedures - Conflicting Data Template
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Program Related Requirement - Activity 1
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Verification Assessment – Activity 4• Conflicting Data
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Policies and Procedures - Advanced
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Management Enhancement
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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
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Common Origination and Disbursement
(COD)
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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)
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IFAP/ Tools for Schools
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Pell, ACG, SMART and Direct Loan Lessons
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COD Sample Lesson
Lessons and Practice Test
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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
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Sample Grant Reports Lesson
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Sample eMPN FAA Administrator Lesson
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Search for an eMPN
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eCDR Appeal Process
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Where to find eCDR Appeals on FAP (Schools Portal)
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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.
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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
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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
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When Is the Second Release?
• September 18, 2008
– Schools may challenge 2006 official cohort default rates via Uncorrected Data Adjustment and New Data Adjustments
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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
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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.
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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
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HeaderHeader
FooterFooter
Left Navigation
Left Navigation
Main Content
Area
Main Content
Area
Feature Area
Feature Area
New IFAP Home Page Areas
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Layout of IFAP’s Redesigned Web Pages - What’s New
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Layout of IFAP’s Redesigned Web Pages - Calendar
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Layout of IFAP’s Redesigned Web Pages - Feedback
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Layout of IFAP’s Redesigned Web Pages - Help
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Layout of IFAP’s Redesigned Web Pages - Publication Landing Page
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Layout of IFAP’s Redesigned Web Pages - Sitemap
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New FAADraft Layout
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Integrated Partnership Management (IPM)
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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
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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
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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.
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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
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IPM Benefits
Some of the main benefits of IPM include:
• Simplified sign-on• Consistent user
experience• Ease of use and
navigation• Increased security
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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
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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
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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
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• 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
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• 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
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• 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?
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Training
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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
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TFAP
www.ed.gov/offices/OSFAP/training/index.html
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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
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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
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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)
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Questions????We appreciate your feedback and comments.
Claire “Micki” Roemer (202) 377-3452
Claire.Roemer@ed.gov