Session GA-01 Current Electronic Services Offered by Federal Student Aid for GA's and Lenders Pam Eliadis Dwight Vigna U.S. Department of Education

2 Financial Partner Portal

3 What’s New

4 Archive

5 What’s Coming

6 Contact Resources

7 Financial Management System

8 Data Exchange

9 Financial Partner Data Mart

10 Financial Partners Data Mart Upon selecting the “Financial Partners Data Mart” option from the Financial Partners Portal home page, you will be directed to the Financial Partners Data Mart quick access page Current users can log into FP Data Mart and new users can request access to the system

11 Financial Partners Data Mart

12 Financial Partners Data Mart Registration To initiate the request for access to FPDM, a completed User ID Request Form must be signed and delivered to the FPDM System Security Officer. The SSO must have a hard copy of the request form with an original signature before the request can be approved Once the SSO approves it, the access request procedures become automated and the requestor will be notified by

13 Financial Partners Data Mart Registration

14 FP Data Mart Login Page Registered FP Data Mart users can access the login page via – or – User name and password are supplied during the automated registration process after security forms have been submitted

15 FP Data Mart Login Page Users will be prompted to change their password upon first login and every 90 days The password must conform to Department of Ed/Federal Student Aid standard

16 FP Data Mart Login Page The left side-bar allows for access account management in the event of: –Forgotten Password –Change Password –Registration Only used when directed, as part of automated request procedures

17 FP Datamart Login Page

18 FP Data Mart Welcome Page Upon successful login, the Welcome page will appear and list all Microstrategy projects FPDM users will only have access to the Financial Partners project

19 FP Data Mart Welcome Page

20 Navigating FPDM Folders To access public reports, double click on the Shared Reports folder. A list of public folders will appear

21 Navigating FPDM Folders Double click the desired to folder to view reports

22 Running a FPDM Report 1.Double click a report

23 Running a FPDM Report 2.Answer the prompts

24 Running a FPDM Report 3.Report will display

25 Logging out of FPDM Select “logout” and close the web browser

26 National Student Loan Data System

27 NSLDS Logon

28 NSLDS Logon

29 NSLDS Logon

30 NSLDS Logon

31 Password Change

32 System Requirements

33 Download Help

34 NSLDS Main Menu

35 Aid Tab Menu

36 Loan Summary

37 Loan Detail

38 Overpayment Display

39 Enrollment Summary

40 Org Tab Menu

41 Update Information

42 Cohort Default Rate

43 School Profile

44 Report Tab – Lender

45 Report Tab – GA

46 Contact Information We appreciate your feedback and comments. We can be reached at: Phone:

47 Default Management and Collection System

48 Default Management and Collections System (DMCS) Mandatory Assignment Judgment Processing TOP – Treasury Offset Program IRS Skip Trace Processing

49 Mandatory Assignment Moratorium for 2008 through June 2009 New regulations and operational processes for e-signed promissory note assignment –Requires front and back of the note –Requires the lender ID for the originator that activated the note

50 Mandatory Assignment –Requires disbursement data for loans with MPN’s and e-signed notes assigned on or after 7/1/2008 –Requires lender disbursement data for claims paid on or after 7/1/2008

51 Judgment Processing ECMC has a schedule for accepting judgments from each GA FY2009 will be the last year to adjust ending inventory balances Once judgments are with ECMC, no new judgments will be taken until FSA has a new system to accept them

52 TOP FSA Offsets (7/31/08) - $735,380,535 GA Offsets (6/30/08) - $561,013,487 –We are 150% over fiscal year 2007!! Every TOP eligible borrower must have been sent a new notice to be certified Inactivation files are processed by the end of November Activation files are done by mid December

53 IRS Skip Trace Processing No signed agreements with IRS but you must submit to FSA a Safeguard Procedures Report to participate Must submit annual Safeguard Activity report and Safeguard Certification FSA reviews the reports Sweep the SAIG mail boxes only once per month/week Return data within 3 business days

54 Total and Permanent Disability - CDDTS

55 Total and Permanent Disability System name is CDDTS – Conditional Disability Discharge Tracking System Assignments are in the same format as defaulted loan assignments Be on the lookout for a new discharge application –The new format should improve the quality of information we receive

56 Contact Information We appreciate your feedback and comments. We can be reached at: Phone: