1 / 20

Integrated Partner Management (IPM) Solution – Let’s Get Ready!

Session 40. Integrated Partner Management (IPM) Solution – Let’s Get Ready!. Diahann Greene| Dec. 2015 U.S. Department of Education 2015 FSA Training Conference for Financial Aid Professionals. AGENDA. IPM Overview User Access Outreach and Training Contact Us. IPM Terminology.

bernardf
Download Presentation

Integrated Partner Management (IPM) Solution – Let’s Get Ready!

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. Session 40 Integrated Partner Management (IPM) Solution – Let’s Get Ready! Diahann Greene| Dec. 2015 U.S. Department of Education 2015 FSA Training Conference for Financial Aid Professionals

  2. AGENDA • IPM Overview • User Access • Outreach and Training • Contact Us

  3. IPM Terminology • Partner – Primary entities such as Schools, Lenders, Guaranty Agencies, and Third-party Servicers that participate in federal student financial aid programs • Affiliated Partner – Secondary entities, such as Servicers, Auditors, Accrediting Agencies, State Authorizing Agencies, and others who assist in the administration of the Title IV programs on behalf of a participating partner

  4. IPM Terminology • Application Administrator (AA) – Completes the Eligibility Application (determined through the Pre-Eligibility process) • Destination Point Administrator (DPA) – Has the ability to create, update, and deactivate users and create DPAs for their affiliated partners • Portal User – An authorized, registered user that has a valid user name and password

  5. Integrated Processes • The Integrated Partner Management (IPM) solution is designed to integrate and streamline core business processes and support processes FSA Users Partner Users IPM

  6. Integrated Processes • Integrated legacy systems: • Partner Facing: • eApp – Application for Approval to Participate in Federal Student Financial Aid Programs • LAP – Lender Application • eZ-Audit – Electronic Submission of Financial Statements and Compliance Audits • Federal Student Aid Facing: • ERM – Electronic Records Management • PEPS – Postsecondary Education Participants System

  7. Integrated Processes • Navigation Tools • Previous • Save and Next • Cancel • Track Progress • Upload Documents

  8. Integrated Processes • E-sign and Submit • Submission Confirmation

  9. Integrated Processes • Manage Partner Groups • Search • View All • Select Partner

  10. Integrated Processes • Manage Affiliated Partners • Search and view all affiliated partners • Add and manage partner details

  11. Integrated Processes • Manage Users • Create • Edit • Deactivate

  12. Integrated Communication • View Profile Summary and Details

  13. Integrated Communication • Instant Feedback • Errors and/or Missing Information • Help Text and Alerts

  14. New User Access • New partners will go through the IPM enrollment process • Initial application does not require user credentials • After eligibility processes are complete, • Application Administrator (AA) will receive user credentials • Destination Point Administrator (DPA) will receive user credentials and establish other users

  15. New User Access • New User Enrollment and Resources

  16. Existing User Access • Existing partner DPAs will be established in IPM prior to deployment • Same user credentials as other FSA systems (i.e., COD or NSLDS) • Before you can access IPM, all users require: • Provisioning • Username/password and token • Completed Debarment Checks • Performed by FSA with user consent • System for Award Management (sam.gov) used to perform the debarment checks

  17. Existing User Access • Returning Partner Login • Featured Announcements

  18. Proactive updates and information will be posted to ifap.ed.gov Customized targeted multi-media training on IPM will be provided for all partners Target timeframe for training is 4–6 weeks prior to ‘Go-Live’ in December 2016 Outreach and Training

  19. Submit questions and comments to: IPMQuestions@ed.gov Questions and Comments

  20. QUESTIONS?

More Related