Tenth Federal & Higher Education PKI Coordination Meeting

1. Tenth Federal & Higher Education PKI Coordination Meeting PESC Update Wednesday December 15, 2004 Michael Sessa Executive Director Communicate ~ Collaborate ~ Innovate

2. Agenda • Overview of PESC • Industry Partners • Current Activities • Future Activities

3. Overview of PESC • Mission Established in 1997 and located in Washington, D.C., the Postsecondary Electronic Standards Council (PESC) is a non-profit, community-based, umbrella association of colleges and universities; professional and commercial organizations; data, software and service providers; and state and federal government agencies. PESC’s mission is to lead the establishment and adoption of data exchange standards in education. The goals of the mission are to enable the improvement of institutional performance and foster collaboration across educational communities in order to lower costs, improve service, and attain system interoperability.

4. Overview of PESC • Board of Directors Michael Berberet, Manager of Business Development, Government Solutions, Pearson Steve Biklen, Treasurer, President (retired), Citibank Student Loan Corp, Represents NASLA Judith Flink, Director of Student Financial Services, University of Illinois @ Chicago Bill Hollowsky, Senior Director of Applications Development, Oracle Corporation Mark Jones, Vice Chair, Vice President of Marketing and Business Development, National Student Clearinghouse Dallas Martin, President, NASFAA David Moldoff, Represents Sungard SCT Robert Morley, Associate Registrar, University of Southern California, Represents AACRAO Pete Nalli, Secretary, Director of Software Architecture, Datatel Keith Riccitelli, Chair, Director of Global Sourcing, Sallie Mae Michael Sessa, Executive Director, PESC

5. Overview of PESC • Steering Committee Ed Hauser,General Manager for SCT Banner Student and Financial Aid Systems, Sungard SCT, Chair Holly Hyland,Management Analyst, Office of Federal Student Aid, US Department of Education Robert King,Director of Strategic Development, Citibank Adele Marsh,Vice President of E-Commerce Initiatives, AES Bruce Marton,Associate Director, Student Information Systems, University of Texas at Austin

6. Overview of PESC • Members AACRAO, AES, California Community College System, CBA, Citibank, COHEAO, CollegeBoard, Columbia University, Community College of the Air Force, Datatel Inc., edfinancial, Educaid, EFC, ELM Resources, Florida State University, George Washington University, Iowa State University, Law School Admission Council, Lumina Foundation, Miami University-DARS, NACUBO, NASFAA, NASLA, National Student Clearinghouse, NCHELP, Nelnet, Northern Illinois University, Oracle, Pearson, PeopleSoft, Princeton Review, Purdue University, Sallie Mae, Sungard SCT, SLSA, Susquehanna University, Texas A & M University, University of Illinois at Chicago, University of Illinois System, University of Maryland – University College, University of Minnesota, University of Northern Iowa, University of Oklahoma, University of Phoenix, University of Texas at Austin, University of Virginia, USA Funds, US Department of Education, Virginia Polytechnic Institute • Affiliates Access Group, ACT Inc, ACE, California School Information Services, Docufide, Educause, First Marblehead Education Resources, IDAPP, IMS Global Learning Consortium, Jenzabar, KHEAA, RDA Corporation, SIF

7. Overview of PESC • Operational Schedule • Board Meetings Every other month • Steering Committee Meetings Every month • Membership Meetings Twice per year • Workgroup Summits Twice per year Winter Summit held in partnership with SPEEDE – San Diego 2/17/05 – 2/18/05; Fall Summit held in partnership with AACRAO’s Technology Conference – Atlanta 10/11/05 – 10/12/05 • Annual Conference on May (held in partnership with CBA, EFC, and NCHELP) Technology and Standards 2nd Annual – Washington DC 5/2/05 – 5/4/05

8. Industry Partners • US Department of Education – Office of Federal Student Aid (FSA) • AACRAO’s SPEEDE Committee • NCHELP’s ESC Committee

9. Current Activities • Focus on Membership • Support for EDI • Authentication • Standards Forum for Education • Development Initiatives • XML Registry and Repository • Policies and Procedures • Hierarchy

10. Focus on Membership • Site Visits • Interviews • Sponsorships • PR: Meetings, Conferences, Advisory Boards, Speaking Engagements

11. Support for EDI • Continuing to promote usage statistics and implementation as provided by the Internet Server at the University of Texas at Austin • Continuing to include appropriate EDI sessions at conferences and summits • Communicating that SPEEDE continues to serve as experts on the subject of EDI development and implementation

12. Authentication • Analyze, evaluate, and communicate issues and initiatives for the Membership • Educate PESC membership and higher education community • Identify how authentication might be applied in the education space • Evaluate leverage points, benefits, and issues presented by employing standard student authentication in education- related initiatives • Track major influential organizations: Federal Government, FSA, EAP • Make recommendations for further PESC action

13. Standards Forum for Education • XML Postsecondary Transcript • Jointly developed by the Standards Forum for Education, SPEEDE, and ESC • Based on PESC XML Technical Specifications and Education Data Dictionary • July 2004: version 1.0 approved by PESC Members and released as PESC approved standard

14. Standards Forum for Education • Common Record (loans and grants) • For PELL and Direct Lending: 2002-3 Early adopters 2003-5 Optional 2005-6 Required • For FFELP and Alternative Loans: 2002-3 CommonLine 5 2004-5 Convergence to CRC begins 2005-6 Industry convergence

15. Standards Forum for Education FAFSA - ISIR Graduation Sales Certification Repayment Delinquency MPN Payoff Cure - Claim Consolidation Guarantee Subrogation Disbursement Deferment NSLDS 799 - LARS Changes Forbearance Life of the Loan

16. Standards Forum for Education ? CommonLine 4 Phases out CL95, CL96, CL3 ? CommonLine 5 Common Record Phased out PELL Early Adopters Optional Required Phased out Optional 1.0 Required Direct Lending Phased out Campus-Based FAFSA/ISIR Begin Migration? Servicing/CAM 2001 2002 2003 2004 2005 2006

17. Standards Forum for Education • Initiatives in Process • Request/Response of XML Postsecondary Transcript • Request/Response of Degree Audit • Online Loan Counseling • Secondary to Postsecondary (S2P) XML Transcript • Data Transport • Requests made for: Admissions Application, Test Scores, Course Catalogue

18. Standards Forum for Education • Policies and Procedures • Released to PESC Membership in October 2004 for comment period • Released to Education Community in December 2004 • Focus is on collaboration, submission, approval, and maintenance • XML Registry and Repository • Developed and owned by FSA • Administered by PESC • Stores PESC approved standards

19. Standards Forum for Education Hierarchy Board of Directors Steering Committee Change Control Board Submission Advisory Board Technical Advisory Board Workgroups Transcript Request/Response Loan Counseling Data Transport S2P Transcript Degree Audit Request/Response

20. Future Activities • Certification Services • Open Source • Wireless Technology • Membership in OASIS • Reauthorization of HEA

21. Additional Info • www.PESC.org • The Standard • Winter Workgroup Summit 2005 • 2nd Annual Conference on Technology and Standards • Fall Workgroup Summit 2005

22. Tenth Federal & Higher Education PKI Coordination Meeting PESC Update Michael Sessa Executive Director PESC Sessa@PESC.org 202-293-7383