1. Common Origination and Disbursement 2002 PESC Conference

2. Session 2-2 Session Objectives  COD: A System of Coalition  XML: The Technology Solution  The Common Record: A Story of Collaboration  Schema: Today’s Partnership  Tomorrow’s Plan: Continued Cooperation  Benefits of Collaboration  Comments, Questions and Feedback

3. Session 2-3 COD: A System of Coalition  Kay Jacks solicited input from FAAs  What don’t you like about the Origination and Disbursement Process?  How should the system work differently?  Modernization Partners  Over 30 business partners  Bringing in state-of-the art technology

4. Session 2-4 COD: A System of Coalition  Streamline process  Record submission  Edit processing  Make the process faster  Allow for change over time (phase-in process)  Make system available 24X7

5. Session 2-5 COD: A System of Coalition Student Applicant Data Origination and Disbursement FFEL FFEL GAs/ Lenders INSTITUTION SOLUTION - Packaged Solution - EDExpress - Homegrown System School Eligibility Data Origination and Disbursement (Pell, Campus-Based, Direct Loans) Loan Servicing Financial Manage- ment NSLDS Version 2.0 PORTAL Student Eligibility/ Demo Common Record

6. Session 2-6 COD: A System of Coalition  A integrated processing system for Direct Loan and Pell  An optional reporting system for Campus-based programs  Web enabled process  Available 24X7

7. Session 2-7 COD: A System of Coalition The Common Origination and Disbursement Breakthrough

8. Session 2-8 COD went Live on 4/27!

9. Session 2-9 XML: The Technology Solution Why did FSA Adopt XML?  XML is technology-neutral allowing trading partners to use different technologies in their own applications  XML allows schools to use one Common Record between disparate databases or different systems  XML allows users to share information seamlessly  XML is future-oriented

10. Session 2-10 XML: The Technology Solution  XML is the standard language of e- business and the internet  XML lets the industry describe virtually any type of data and deliver it across a network  XML would allow for easy inclusion of other student financial resource data (FFEL, ISIR, State Grant, etc.)

11. Session 2-11 XML: The Technology Solution XML Bridges the Technology Gap Legacy Systems XML

12. Session 2-12 The Common Record  “Common” because:  it replaces the separate record layouts for origination, disbursement and change record  it transports different financial aid programs using common elements  “Record” because:  all messages or modules combined are a “record” of the student’s financial aid

13. Session 2-13 The Common Record  Format is student-centric, showing data for multiple financial aid programs in one student complex element  The entire common record or only those portions of the common record which changed can be transmitted  XML allows the Common Record to be easily changed (extensible)  Format is human-readable, facilitating problem solving

14. Session 2-14 The Common Record  Document Structure allows you to send data for:  Multiple Schools  Multiple Years  Multiple Awards In ONE Transmission!

15. Session 2-15 The Common Record – Schema Structure

16. Session 2-16 The Common Record  Developed in cooperation with NCHELP and PESC (Core Components and Technology Workgroup)  Made changes to the initial schema in order to receive PESC endorsement

17. Session 2-17 One Schema: Today’s Partnership  Working with NCHELP (ESC) and PESC (Core Components, Technology Workgroup)  Goal that one schema can be used by schools to transmit financial aid data (whether it’s DL or FFEL info)

18. Session 2-18 Tomorrow’s Plan: Continued Cooperation ISIR Institutional Student Information Report COD Common Origination And Disbursement NSLDS National Student Loan Data System Using XML and Developing Standards will: Simplify business process and technology for Schools Map data to business processes Utilize open technology supporting future enhancements Award Year 2004-05 Schedule and Phase-in process for the Lending Community and Schools to be determined Award Year 2002-03 225 Schools Award Year 2003-04 1,000 or more *FFEL expansion expected for 2003-04 Award Year 2004-05 All Schools Phase-in process for schools to be determined * Effort led by FFLEP

19. Session 2-19 Tomorrow’s Plan: Continued Cooperation 200220032004 Project Kick-off Lifecycle Plan Requirements Development Testing Start XML ISIR

20. Session 2-20 C C O O L L L L A A B B O O R R A A T T I I O O N N S S T T A A N N D D A A R R D D S S T T H H R R O O U U G G H H C C Benefits of Collaboration C C O O M M M M U U N N I I T T Y Y

21. Session 2-21 Benefits of Collaboration  Communities have more commitment to their members than service delivery systems have to their clients  Communities understand their problems better than service professionals  Professionals and bureaucracies delivers services; communities solve problems  Institutions and professionals offers ‘service’; communities offer care

22. Session 2-22 Benefits of Collaboration  Communities are more flexible and creative than large service providers  Communities enforce standards of behavior more efficiently than bureaucracies or service professionals  Communities focus on capacities ; service systems focus on deficiencies

23. Session 2-23 Comments, Questions and Feedback

24. Session 2-24 Contact Information Paul Hill Phone: (202) 377-4323 Fax: (202) 275-3479 Email: Paul.Hill.Jr@ED.GOV Holly Hyland Phone: (202) 377-3710 Fax: (202) 275-3479 Email: Holly.Hyland@ED.GOV