Welcome and Opening Remarks

Terri Shaw Chief Operating Officer, FSA

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Scope of Operations
13 million FAFSA Forms for 2003-04 9 million aid recipients from FSA 60 billion dollars in Federal aid in 2003 26 million Direct Loan borrower payments 36 million customer service calls last year 321 billion dollars of federal student loans outstanding 5.1 million students receive Pell Grants totaling 12.5 billion dollars
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Timeline

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Applicant/ Borrower Process

Lifecycle Phase

Aid Awareness & Application

Delivery

Institution Participation

Servicing

AidEducation

Submission

Eligibility

Repayment

Consolidation

Collections

StudentAidonthe W eb

Call Centers
Case Tracking (Ombudsman)

Recommend Policy Changes

A cquisition & Planning Strategy

Enterprise Analytics and Research
Credit Check

Enterprise Performance Management
Servicing Reporting (FFEL &Campus Based)

A nalytics
SSCR

Enterprise Shared Functions

E nablers
EA I
Enter ise pr Application Integr ation

Send/Receive from M atching Agencies

Generate/Distribute ISIR/SAR

T ransfer M onitoring

Process Promissory Notes

Enterprise Shared Functions

Common Data Architecture
Students Transactions
Edit Checks

NSLDS
Warehouse/Data Marts

ITA
Integr ated Technical Ar chitectur e

Trading Partners

FMS
Partner Payment Calculation/PrePopulation CR D

SSIMLogic

M Against CDA(FAH) atch

Distribute Eligibility

Computation Edits - EFC

Authentication &Access M anagement

VDC

FSA

Vir tual D C ata enter

Application
A id A wareness
Establish Person Record
A Eligibility id Determination

Origination & Disbursement
Award&Disbursement Processing
School A Payments & id Funding Level Mgmt

Common Services for Borrowers
Service Loans

Consolidate Loans

Recovery & Resolution

CSB

A t enicat n& uh t io A ccessTo o ls

Relationship Management
B sin u ess Inellig ceTo t en o ls

Partner Enrollment

Trading Partner Management

Partner Eligibility & Oversight

A pplication Process

Partner Payment A dmin
A cillaryServices n

Partner Payment Management
Funds & Internal Controls

Payment State A gency Processing Funding
External Financial Reporting
GL A ccounting

A Managment R

Process Payments

Financial Management

Budgeting

FSA Gateway
Schools Portal
Financial Partners Portal
HelpDesk

Trading Partners & Servicers

State A gencies

Schools

( School Servicer)

Lenders (Lender Servicers)

GuarantyA gencies

Other External Partners

FMSS
Internal Transfer

Department of Education
Partner Application

GAPS

Trading Partner Process

Business Function

To-Be Financial Aid Life Cycle DRAFT
High Level Business View

E D

External Transfer

Origination& Disbursement

Oversight

Student Eligibility: FAFSA
14 12 10 8 6 4 2 0 1.7
19 9 6 97

In Millions
6.3

9.70 9.8 9.9 10.2 10.5 5.7
8.0 7.9 7.5 7.0

12.2 3.5 11.4
4.9

13.0

Paper
Electronic

1.9
19 9 7 98

2.4
19 9 8 99

3.2
19 9 9 00

4.2
200001

5.7

7.3

9.5

We Process OVER 600,000 Applications in a Peak Processing Week. 5

2 0 0 102

200203

200304*

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