Transcript Document

What’s New at FSA?
May 20, 2008
Claire “Micki” Roemer
U.S. Department of Education – Federal Student Aid
Washington, DC
•
•
•
•
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
2
Early Awareness
FAFSA4caster
www.FederalStudentAid.ed.gov
3
Where to Find the FASFA4caster on
www.studentaid.ed.gov
4
Early Awareness
5
Early Awareness
6
Early Awareness
7
Early Awareness
8
Early Awareness
9
Early Awareness
10
FSA Assessment Tool
Tools For Schools
FSA Assessments
11
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
12
13
FSA Assessment Highlights
• This Chart: Ways to use the assessments
• Policies and Procedures: Ensure you are
meeting minimum requirements
• Management Enhancements: How to
track your progress
14
This Chart: Ways to Use the
Assessments
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
Policies and Procedures
• Beginner,
Intermediate
and Advanced
Users
• Minimum
Requirements
• Regulations
20
Policies and Procedures At a
Glance
21
Policies and Procedures –
Beginners Activity
22
Policies and Procedures –
Intermediate Activity
23
Policies and Procedures Conflicting Data Template
24
Program Related Requirement Activity 1
25
Verification Assessment – Activity 4
• Conflicting Data
26
Policies and Procedures - Advanced
27
Management Enhancement
28
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
29
Common Origination and
Disbursement
(COD)
30
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)
31
IFAP/ Tools for Schools
32
Pell, ACG, SMART and Direct Loan
Lessons
33
COD Sample Lesson
Lessons and Practice Test
34
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
35
Sample Grant Reports Lesson
36
Sample eMPN FAA Administrator
Lesson
37
Search for an eMPN
38
eCDR Appeal Process
39
Where to find eCDR Appeals on FAP
(Schools Portal)
40
eCDR Appeal Process
e-CDR Appeals, a new vehicle for schools
to electronically submit challenges,
adjustments, and appeals, is a single webbased user interface for schools, data
managers, and FSA.
41
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
42
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
43
When Is the Second Release?
• September 18, 2008
– Schools may challenge 2006
official cohort default rates via
Uncorrected Data Adjustment and
New Data Adjustments
44
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
45
School Portal and IFAP
Redesign
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.
47
High Level IFAP Redesign
Project Schedule Design Production (Fall 2008)
Freeze
Weekly JAD Session
FEB
MAR
APR
MAY
JUN
JUL
AUG
Iteration 1 – Information Architecture
Iteration 2 - New Site Build-out
Iteration 3 – New Site Build-out
Iteration 4 – New Site Build-out
Finalize Site for Production
48
SEP
OCT
New IFAP Home Page Areas
Header
Left
Navigation
Main
Content
Area
49
Footer
Feature
Area
Layout of IFAP’s Redesigned Web Pages
- What’s New
50
Layout of IFAP’s Redesigned Web Pages
- Calendar
51
Layout of IFAP’s Redesigned Web Pages
- Feedback
52
Layout of IFAP’s Redesigned Web Pages
- Help
53
Layout of IFAP’s Redesigned Web Pages
- Publication Landing Page
54
Layout of IFAP’s Redesigned Web Pages
- Sitemap
55
New FAA
Draft Layout
56
Beta IFAP Site is
Under Development.
57
Integrated Partnership
Management (IPM)
58
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
59
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)
60
eZ-Audit
PM
(SAIG)
ERM
eAPP
PEPS
LAP
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.
61
IPM and the Future State
The IPM solution is designed to
consolidate the legacy systems
and streamline core partner
management processes through:
•
•
•
•
62
Reengineering
Automation
Modernization
Migration of services and data
currently being provided by
multiple legacy systems
eZ-Audit
SAIG
ERM
IPM
PEPS
eAPP
LAP
IPM Benefits
Some of the main
benefits of IPM include:
• Simplified sign-on
• Consistent user
experience
• Ease of use and
navigation
• Increased security
63
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
64
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
65
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
66
Project Phases
• 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
67
Project Phases
• 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.
68
Where are We?
• 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
69
Training
70
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
71
TFAP
www.ed.gov/offices/OSFAP/training/index.html
72
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
73
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
74
Webcasts
The 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)
75
Questions????
We appreciate your feedback and comments.
Claire “Micki” Roemer
(202) 377-3452
[email protected]
76