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Getting It Right Together

Getting It Right Together. Terri Shaw and Kay Jacks March 22, 2005. Target State Vision. Business Capability Areas. Audit. Send/Receive from Matching Agencies. Credit Check. Transfer Monitoring. Process Promissory Notes. SSCR. History. Functions. Enterprise Shared. Enterprise Shared.

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Getting It Right Together

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  1. Getting It Right Together Terri Shaw and Kay Jacks March 22, 2005

  2. Target State Vision • Business Capability Areas Audit Send/Receive from Matching Agencies Credit Check Transfer Monitoring Process Promissory Notes SSCR History Functions Enterprise Shared Enterprise Shared Functions Computation Edits - EFC RID Mappings Authentication & Access Management CDR SSIM Logic Match Against CDA (FAH) Edit Checks Ancillary Services Application Origination & Disbursement Establish Person Record Award & Disbursement Processing School Aid Payments & Funding Level Mgmt Aid Eligibility Determination Aid Awareness

  3. Old Project Name FEBI

  4. Old Project Name New Project Name ADvance

  5. Old Project Name New Project Name AidDeliveryvance

  6. ADvance: A School’s View Web Products for Students Student Aid on the Web, FAFSA on the Web, E-MPN Web Products for Schools Schools Portal, FAA Access, COD On-Line, R2T4 Software Products for Schools EDExpress Application Origination & Disbursement Establish Person Record Award & Disbursement Processing Aid Awareness Aid Eligibility Determination School Aid Payments & Funding Level Mgmt Supporting Systems CPS, COD Help Desk Support CPS, COD, EDExpress, PIN, SAIG

  7. Additional Areas • Common views and eligibility determination (NSLDS) • Participation Management Process (SAIG)

  8. Key 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

  9. ADvance Implementation Approach • 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

  10. ADvance Implementation Approach • Risk 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

  11. The 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

  12. Visioning Session Topic Areas Student and Family Perspective School Perspective Aid Awareness and Outreach Student’s Completion of the FAFSA School’s Processing of the Application Reporting, Requesting and Disbursing Funds Accounting for Aid Dollars

  13. The Visioning Process • Solicit Your Feedback • Synthesize Your Feedback • Summarize the Results • Present the Findings

  14. Assumptions • Pell Grants will continue • Direct and FFEL Loan Programs will continue • Paper FAFSA’s and the on-line FAFSA will continue; and • The requirement to tie aid dollars to the students and to schools, and to account to the Federal government for those dollars will continue

  15. March 22 Day 1 March 23 Day 2 March 24 Day 3 General Session Welcome: Terri Shaw Keynote: Susan Patrick Overview: Terri Shaw 9:00 a.m. – 11:30 a.m. Visioning Session #3 8:30 a.m. – 10:00 a.m. General Session Laying the Path Forward 9:00 a.m. – 11:30 a.m. Visioning Session #4 10:30 a.m. – 12:00 p.m. Lunch 11:30 a.m. – 1:00 p.m. Visioning Session #1 1:00 p.m. – 2:30 p.m. Lunch 12:00 p.m. – 1:30 p.m. Break 2:30 p.m. – 3:00 p.m. Visioning Session #5 1:30 p.m. – 3:00 p.m. Visioning Session #2 3:00 p.m. – 4:30 p.m. Refreshments 2:30 p.m. – 3:00 p.m. Components Calendar

  16. Getting It Right Together Terri Shaw and Kay Jacks March 22, 2005

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