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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.

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FSA’s Integrated Partner Management (IPM) Solution

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  1. 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

  2. Welcome

  3. Session Description • 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.  

  4. Agenda • IPM Solution Overview • IPM Partner Portal Preview • Communication • Training

  5. IPM Solution Overview

  6. 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

  7. 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

  8. 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.

  9. 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)

  10. Integrated Partner Management Solution IPM Program Compliance Partners

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

  12. IPM Highlights • Integrate multiple stand alone systems IPM

  13. IPM Highlights • Expand electronic platform to more partners

  14. IPM Highlights • Expand electronic platform to more processes

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

  16. Current Current vs. Future State Applications and Submissions

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

  18. Partner Portal Preview

  19. IPM Solution • In general, information stored and available in IPM: • 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.)

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

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

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

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

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

  25. Eligibility Application

  26. Compliance Audit/Financial Statement Submissions

  27. Partner Information • View summary level information

  28. Partner Information • View detail level information

  29. Oversight Automated 270 Form

  30. Getting Ready

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

  32. Training • 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

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

  34. QUESTIONS?

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