Session 58 Integrated Partner Management (IPM) for Financial Institutions Presenters Molly Wyatt Susan Stallard Margaret Ayanian Andrea DiDonna

2 Agenda IPM Overview IPM Benefits IPM Workbench Preview Data Migration Overview Outreach & Training Timeline: “We Are Here” Timeline: “What’s Next” Contact Information Q&A

3 IPM Overview Integrated Partner Management (IPM) solution provides an end-to-end view of the Federal Student Aid’s approximately 10,000 operating partners including Lenders, Servicers, Guaranty Agencies, Schools and Software Providers. This initiative is designed to integrate and streamline core partner management business processes through reengineering, automation, modernization, and the migration of the services and data provided in multiple legacy systems.

4 IPM Overview IPM consolidates business functions currently being provided by multiple systems: Lender Application Process (LAP) Electronic Application (eAPP) eZ-Audit Participation Management portion of Student Aid Internet Gateway (SAIG) Post Secondary Education Participant System (PEPS) Electronic Records Management (ERM) IPM provides technology modernization with the following associated benefits: Simplified sign-on Consistent user experience Ease of use and navigation Increased security

5 IPM Benefits Proactive Communications with Federal Student Aid –Streamlines and simplifies through automation the required notifications (paperless environment) to/from Federal Student Aid. –Provides eligible Partners with on-line access to entity status and eligibility information. Ease of Use & Consistency –Single entry point to sign-up for services and maintain eligibility for the Title IV program. –Provides consistent data.

6 IPM Benefits Reduction of Paper-based Processing –Introduces usage of the paperless environment in the processing of compliance audit and financial statement submissions, thus reducing mail processing and time lag. –Provides the capability for e-Signature on required applications and forms to establish enrollment and maintain eligibility.

7 IPM Workbench Preview

8 1. What new functionality are we really gaining with the IPM Phase 1 implementation and what’s the impact?

9 2.What will the IPM website look like?

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12 Phase 1 IPM Functionality Areas Enrollment Services Online Submissions Participation Services User & Partner Management

13 Participation Services – Functionality Online SubmissionsNotifications & Work QueDocument UploadOMB Viewer User Management Partner Management Enrollment Services – Functionality Access Rights

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25 IPM Website Sample Participation Services Online Submissions - Lender Application - Compliance Audit Notifications & Work QueueDocument UploadForm Viewer

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34 IPM Website Sample Enrollment Services User ManagementPartner ManagementAccess Rights

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51 Data Migration Overview

52 Data Migration Overview Provide a scalable, iterative approach to address the data migration needs for IPM. Data migration consists of four cycles including the analysis, validation, cleansing and loading of legacy data to the IPM database.

53 Outreach & Training IPM Outreach/Communications: –Continue to provide IPM project status updates at Federal Student Aid conferences. –Conduct additional focus groups (as possible). IPM Training: –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’.

54 Timeline: We Are Here We Are Here

55 Timeline: What’s Next With the development effort continuing for Phase 1 of IPM, the following key milestones are on the horizon: Construction phase – Targeted completion April-May 2008 Coordinating Data Management and Interfaces – Targeted to begin April 2008 User Acceptance Testing (UAT) – Targeted to begin June 2008 IPM Training – Targeted to begin July 2008 Phase I ‘Go-Live’ – Targeted for August 2008 Phase II ‘Go-Live’ – Targeted for February 2009

56 Contact Information We appreciate your feedback and comments. We can be reached at: Molly Wyatt Phone: Susan Stallard Phone: General IPM Questions: Margaret Ayanian Phone: Andrea DiDonna Phone:

57 Q & A