Session 32 FSA s Integrated Partner Management IPM Solution

Session 32 FSA’s Integrated Partner Management (IPM) Solution Diahann Greene | Nov-Dec. 2016 U. S. Department of Education 2016 FSA Training Conference for Financial Aid Professionals

Welcome

Session Description • 3 In this session, you will be guided through a preview of the IPM Solution. IPM will modernize FSA’s oversight and monitoring activities for Title IV financial aid programs participants.

Agenda IPM Solution Overview 2. IPM Partner Portal Preview 3. Communication 4. Training 1. 4

IPM Solution Overview

Key Terms • 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 6

Key Terms Application Administrator (AA) – Completes the Eligibility Application (determined through the Pre-Eligibility process) • Destination Partner 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 • 7

Key Terms • Record – Includes all books, papers, maps, photographs, machine readable materials, or other documentary materials, regardless of physical form or characteristics, made or received by an agency of the United States Government (Federal Records Act) • Integrated Partner Identifier (IPI) – A unique identifier for each Partner in the system. 8

What is Integrated Partner Management (IPM)? • A robust, centralized, web-based platform that will: • • integrate and streamline core business processes and support processes modernize transactions between partners and Program Compliance (PC) 9

Integrated Partner Management Solution IPM Partners 10 Program Compliance

PC Business Processes in IPM Eligibility and Enrollment Program Review Compliance and Financial Statement Audits Heightened Cash Monitoring 11 Establish, reestablish, maintain or expand institutional eligibility and certification Comply with requests for information and documentation for a program review Submit compliance audits and financial statements audit Submit reimbursement requests for funds subject to heightened cash monitoring

IPM Highlights • Integrate multiple stand alone systems IPM 12

IPM Highlights • 13 Expand electronic platform to more partners

IPM Highlights • 14 Expand electronic platform to more processes

IPM Highlights • 15 Increase awareness, security, and access to information

Current vs. Future State Applications and Submissions 16

Current vs. Future State Notifications, Correspondence, and Records 17

Partner Portal Preview

IPM Solution • In general, information stored and available in IPM: • • • 19 Data collected and maintained by Program Compliance Reviewed/approved partner information submitted in an IPM data field Participation information and statuses (composite score, waivers, program reviews, etc. ) Documents uploaded to or generated in IPM (ECAR, PPA, etc. ) Pending and completed activities Important dates (approval, execution, renewal, expiration, etc. )

Consolidated Sign In • One site/One sign in for PC business processes* *See slide 11 20

Partner Home Page • Dynamic ribbon based on: • • Partner Type User Role 21

Notifications, Correspondence, and Records • Notifications can be viewed in summary and detail • • Status updates Action Required Announcements Reminders 22

Notifications, Correspondence, and Records • Partners can • View completed and outstanding correspondence history with PC • Access records and documents 23

User Management • Manage Users Create • Edit • Deactivate • 24

Eligibility Application 25

Compliance Audit/Financial Statement Submissions 26

Partner Information • View summary level information 27

Partner Information • View detail level information 28

Oversight • Automated 270 Form 29

Getting Ready

Communication • IPM/IFAP information page to include: • • 31 Deployment Date (mid-2017) Department Announcements Press Releases Partner-Focused Emails Association and Conference Presentations System Downtimes and Transitions System Requirements

Training • • 32 Customized targeted multi-media training on IPM will be provided for all partners 4– 6 weeks prior to ‘Go-Live’ in mid 2017 IPM Solution User Guide

Questions and Comments • Submit questions and comments to: IPMQuestions@ed. gov 33

QUESTIONS? 34