Getting It Right Together
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Transcript of Getting It Right Together
Getting It Right Getting It Right TogetherTogether
Terri Shaw and Kay Jacks
March 22, 2005
2Creating a Vision for the Aid Delivery Process
3Creating a Vision for the Aid Delivery Process
Target State VisionTarget State VisionBusiness Capability Areas
Origination & DisbursementApplication
Aid Eligibility
Determination
Establish Person Record
AidAwareness
Award & Disbursement
Processing
School Aid Payments &
Funding Level Mgmt
Authentication & Access Management
Credit Check SSCR
Edit Checks
Ente
rpri
se S
hare
dFu
nctio
ns
Enterprise SharedFunctions
Match Against CDA (FAH)
Send/Receive from Matching Agencies
SSIM Logic CDR
Ancillary Services
Computation Edits - EFC
Transfer Monitoring Process Promissory Notes
RID Mappings
AuditHistory
4Creating a Vision for the Aid Delivery Process
FEBI
Old Project NameOld Project Name
5Creating a Vision for the Aid Delivery Process
ADvancADvancee
Old Project NameOld Project NameNew Project NameNew Project Name
6Creating a Vision for the Aid Delivery Process
Old Project NameOld Project Name
AAiiddDDeliveryeliveryvancvancee
New Project NameNew Project Name
7Creating a Vision for the Aid Delivery Process
ADvance: A School’s ViewADvance: A School’s View
Help Desk SupportHelp Desk SupportCPS, COD, EDExpress, PIN, SAIGCPS, COD, EDExpress, PIN, SAIG
Web Products Web Products for Studentsfor Students
Student Aid on the Student Aid on the Web, FAFSA on the Web, FAFSA on the
Web, Web, E-MPN E-MPN
Web Products Web Products for Schoolsfor Schools
Schools Portal, Schools Portal, FAA Access, COD FAA Access, COD
On-Line, R2T4On-Line, R2T4
Supporting SystemsSupporting SystemsCPS, CODCPS, COD
Software Software Products for Products for
SchoolsSchools
EDExpressEDExpress
Origination & DisbursementApplication
Aid Eligibility Determination
Establish Person Record
AidAwareness
Award & Disbursement
Processing
School Aid Payments & Funding Level Mgmt
8Creating a Vision for the Aid Delivery Process
Additional AreasAdditional Areas
Common views and eligibility determination (NSLDS)
Participation Management Process (SAIG)
9Creating a Vision for the Aid Delivery Process
Key ChangesKey Changes
Consolidated system: Application Processing, Origination and Disbursement
Integrated Customer Service Single Help Desk for Schools Portal solution with integrated views
for students and schools
10Creating a Vision for the Aid Delivery Process
ADvance Implementation ADvance Implementation ApproachApproach Initial Go-Live January 2007 for
2007-08, application processing only Includes system and new tools for
customer service (e.g.: integrated views)
Full award year processing for integrated application, origination and disbursement for 2008-09
11Creating a Vision for the Aid Delivery Process
ADvance Implementation ADvance Implementation ApproachApproachRisk Mitigation
Technical Proof of Concept Gradual transition of origination and
disbursement help desk and system processing Transition of oldest prior years first
(lowest volume of transactions) 6 months+ of parallel system
processing 6 months+ of “shadowing” help desk
12Creating a Vision for the Aid Delivery Process
The OpportunityThe Opportunity
ADvance is an opportunity to Define the business needs from multiple
perspectives (FSA, schools, students) Re-define the processes to better serve
students Update technology to provide more
flexible platform for future enhancements
Incorporate the principles of data strategy into the target state
13Creating a Vision for the Aid Delivery Process
Visioning Session Topic AreasVisioning Session Topic Areas
Aid Awareness and OutreachStudent’s Completion of the FAFSA
School’s Processing of the Application Reporting, Requesting and Disbursing Funds
Accounting for Aid Dollars
Student and Family Student and Family PerspectivePerspective
School School PerspectivePerspective
14Creating a Vision for the Aid Delivery Process
The Visioning ProcessThe Visioning Process
Solicit Your Feedback
Synthesize Your Feedback
Summarize the Results
Present the Findings
15Creating a Vision for the Aid Delivery Process
AssumptionsAssumptionsPell Grants will continueDirect and FFEL Loan Programs will continue Paper FAFSA’s and the on-line FAFSA will
continue; andThe requirement to tie aid dollars to the
students and to schools, and to account to the Federal government for those dollars will continue
16Creating a Vision for the Aid Delivery Process
Components CalendarComponents Calendar
General SessionLaying the Path Forward9:00 a.m. – 11:30 a.m.
March 24Day 3
Visioning Session #23:00 p.m. – 4:30 p.m.
Visioning Session #11:00 p.m. – 2:30 p.m.
General SessionWelcome: Terri Shaw
Keynote: Susan PatrickOverview: Terri Shaw9:00 a.m. – 11:30 a.m.
March 22Day 1
Lunch 11:30 a.m. – 1:00 p.m.
Break2:30 p.m. – 3:00 p.m.
Visioning Session #51:30 p.m. – 3:00 p.m.
Visioning Session #410:30 a.m. – 12:00 p.m.
Visioning Session #38:30 a.m. – 10:00 a.m.
March 23Day 2
Lunch 12:00 p.m. – 1:30 p.m.
Refreshments2:30 p.m. – 3:00 p.m.
Getting It Right Getting It Right TogetherTogether
Terri Shaw and Kay Jacks
March 22, 2005