National Council of Higher Education Loan Programs (St Petersburg Beach – November 2005)

1. National Council of Higher Education Loan Programs (St Petersburg Beach – November 2005) Conference Session: Simplified Access for SAIG Ron Bennett And Tim Bornholtz

2. Agenda • Survey of Partner Types • Review Current Participation Management Process • Discuss Shortcoming and Improvement Ideas • Review Vision for Simplified Participant Management • Discuss Improvement Ideas for Plan • Summary, Q&A and Feedback

3. Survey of Partner Types • By a show of hands, how many of you are from: • Lenders? • Servicers? • Guarantors? • Software Providers?

4. The Current Participation Management Process • Overview • The Participation Management (PM) system creates and maintains user participation Electronic Data Exchange of FSA Information through the SAIG system and On-line (CPS, NSLDS and FISAP) through services provided by the various application systems. • The enrollment web site (www.fsawebenroll.ed.gov) allows users of SAIG to create new participants and enables existing users to perform updatesto their current participation profiles.

5. The Current Participation Management Process • On-Line Access • NSLDS • On-line access (multiple destination points) • CPS • FAA Access to CPS Online website • eCampus • eCampus Online website

6. The Current Participation Management Process • Batch Services • Central Processing System (CPS) • Initial FAFSAs • Corrections • ISIRs • Direct Loan • Receive and submit Direct Loan data • Receive Direct Loan Borrowers Delinquency Reports • FISAP • Participate in Federal Work Study, Federal Supplemental Opportunity Grant, and/or Federal Perkins Loan Programs • FMS • Send lender reporting data • GA Financial Reports (GAFR) • NSLDS • Batch - Transfer Monitoring, Enrollment Roster Files, Perkins Loan, and GA Loan Data • eCDR • Electronic Transmission of Default Letters • Pell Processing • Receive and submit Pell payment data

7. The Current Participation Management Process • User Enrollment • DPA • Destination Point Administrator • SDPA • Secondary DPA • NSLDS • NSLDS Online Users • FAA Users • Other Online Services

8. Shortcoming and Improvements Ideas • Let’s get about five answers to each of these questions… • What single aspect of the current participation management process is most problematic to you? • What single participation management process improvement would be most valuable to you? • What current feature do you find to be most useful?

9. Vision for Simplified Participation Management (cont.) The vision for simplified participant management is based on three important tenets: • New solutions must not abridge or constrain current DPA and user rights, privileges, or capabilities. • New solutions must improve the effectiveness and efficiency of DPA tasks. • New solutions must simplify execution of DPA responsibilities and mitigate risks.

10. Vision for Simplified Participation Management DPA Vision Statement: “Simplify the execution of DPA responsibilities and improve the effectiveness and efficiency of DPA tasks without constraining current DPA and user rights, privileges or capabilities.” Goals • Simplified access based on job function • Improved system security • Reduced need for paper signatures from president • Distinguish between online and batch services • Common user ID and password for all FSA systems • Don’t force partners to re-enroll users

11. Vision for Simplified Participation Management (cont.) We are going to demonstrate the current vision for simplified participation management process via three scenarios: • Scenario#1: DPA creates a user rights profile to enroll users. • Scenario #2: DPA approves a user account request and assigns an appropriate user rights profile. • Scenario #3: DPA changes a user account to use a more restrictive user rights profile. • Scenario #4: DPA modifies the batch selections made during the initial application process

12. Vision for Simplified Participation Management (cont.) These scenarios have already met several preconditions: • The partner has been found eligible to participate in Title IV programs. • The partner’s DPA has been created and has the necessary rights to perform all scenario functions. • The DPA has already logged in and is now at the Participation Management page presented on the next slide. NOTE:These scenarios are possible look and feel mockups used to gather feedback. These are not final design screens.

13. DRAFT

14. Vision for Simplified Participation Management (cont.) Scenario#1: DPA creates a user rights profile to enroll users. In this scenario we are demonstrating the use of user entitlement profiles. This new capability allows DPAs to create and save a set of privileges which can be assigned to one to many users during user account creation. A DPA can now make a change in one place to grant new privileges to a group of users.

15. DRAFT

16. DRAFT

17. Vision for Simplified Participation Management (cont.) Scenario #2: DPA approves a user account request and assigns an appropriate user rights profile. This scenario shows a DPA approving a user’s request to have an account created. Not shown is: • the user previously requested an account and the user selected or described the privileges they felt they needed • the user set their account password and the challenge question/answers they will use to reset their passwords without Federal Student Aid assistance

18. DRAFT

19. Vision for Simplified Participation Management (cont.) Scenario #3: DPA changes a user account to a more restrictive user rights profile.

20. DRAFT

21. Vision for Simplified Participation Management (cont.) Scenario#4: DPA modifies the batch selections made during the initial application process. This scenario shows how the DPA will be able to modify their batch option selections without having to go through the entire DPA setup process. This NSLDS batch selections screen on the next slide was pre-populated with information provided during the initial batch selection setup process.

22. DRAFT

23. Discuss Improvement Ideas for Plan • What did we not address? • What did you like/dislike about the plan? • Do you have additional ideas?

24. Summary, Q&A and Feedback • What we heard today was… • Any additional questions? • We appreciate your feedback and comments. We can be reached at cpssaig@ed.gov and the subject of the email should be “NCHELP Simplified Access for SAIG Comments”