diahann greene| dec. 2015 u.s. department of education 2015 fsa training conference for financial...
TRANSCRIPT
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Diahann Greene| Dec. 2015
U.S. Department of Education
2015 FSA Training Conference for Financial Aid Professionals
Integrated Partner Management (IPM) Solution – Let’s Get Ready!
Session 40
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AGENDA
1. IPM Overview
2. User Access
3. Outreach and Training
4. Contact Us
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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
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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
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Integrated Processes
• The Integrated Partner Management (IPM) solution is designed to integrate and streamline core business processes and support processes
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FSA UsersFSA UsersPartner UsersPartner Users
IPM
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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
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Integrated Processes
• Navigation Tools• Previous• Save and Next • Cancel
• Track Progress• Upload Documents
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Integrated Processes
• E-sign and Submit • Submission Confirmation
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Integrated Processes
• Manage Partner Groups• Search• View All• Select Partner
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Integrated Processes
• Manage Affiliated Partners• Search and view all affiliated
partners• Add and manage partner details
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Integrated Processes
• Manage Users • Create• Edit• Deactivate
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Integrated Communication• View Profile Summary and Details
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Integrated Communication
• Instant Feedback• Errors and/or Missing
Information • Help Text and Alerts
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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
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New User Access
•New User Enrollment and Resources
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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
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Existing User Access
•Returning Partner Login •Featured Announcements
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Outreach and Training
• 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
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QUESTIONS?
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