Se ssio n

14

Information for Financial Aid

Professionals

Vicki Adkins
and
Marcello Rojtman
 Overview and
Objectives
Schools P or tal

Information for Financial Aid P rofess io nals

- IFAP

 IFAP Mem ber S ervice

IFAP S ubscription Service

FS A T ECH

Cus tomer S ervice Call C enter

 The FSA Schools Portal
http://fsa4schools.ed.gov
The Federal Student
Aid (FSA) Schools
Portal web site
provides a gateway to
Federal Student Aid
information and links
to FSA systems.

The four parts of the

Schools Portal
 Masthead
 List of Links
 FSA Calendar
 FSA Headlines
 FSA Schools Portal
Masthead

The Masthead contains the following links:

 Search for simple keywords or advanced search
functions.
 My FSA for a custom look to the FSA Schools Portal
 Other Links to access FSA related web sites.
 Help Center to access HELP, FAQs, Contacts,
Suggestions, Got a Question, About us
 Feedback to send questions and comments to the
Customer Service Call Center.
 Privacy to access the Privacy Disclosure
statement
 IFAP to access the FSA virtual library
 FSA Schools Portal
List of FSA Links
Links grouped into three categories:
Resources and Training:
- Reference materials and software
- Conference and training
opportunities
FAA Access to Student Data:
– Student Application information
– Student Disbursement Information
Participation and Funding:
– School Application information
– School Disbursement Information
 FSA Schools Portal
FSA Calendar

FSA Calendar:
Records FSA events, deadlines,
training and comment periods for
NPRMs.
 FSA Schools Portal
FSA Headlines
FSA Headlines:
 “FSA News”
 “FSA Policy and Rule
Change”

 Selecting the “More” link

allows one to view previous
FSA Headlines.
 FSA Schools Portal
NOT Just for FAA’s
- Financial Partners

(lenders,
guarantee agencies)
 FSA Schools Portal
NOT Just for FAA’s
-Financial Partners

(lenders,
guarantee agencies)

- School Business
Officers
 FSA Schools Portal
NOT Just for FAA’s
-Financial Partners

(lenders, guarantee
agencies)

-Schools Business
Officers

- Software Vendors
 FSA Schools Portal
NOT Just for FAA’s
-Financial Partners

(lenders,
guarantee agencies)

-Schools Business
Officers

-Software Vendors

- Lawyers, auditors
and other
Professionals
 Visitors to Schools Portal
Visits
70
Thousands

60 54
49
45 43 44 46
50 42 40 40 41
39
40 35

30
20
10
0
Jan-03 Feb-03 Mar-03 Apr-03 May-03 Jun-03 Jul-03 Aug-03 Sep-03 Oct-03 Nov-03 Dec-03

Data taken from WebTrends

Reporting System-lcc
 Top 5 Most Requested
Pages for Schools Portal

• Homepage - http://fsa4schools.ed.gov
• Login MyFSA - http://fsa4schools.ed.gov/SCHOOLSWedApp/Logon.jsp
• Reg Comp - http://fsa4schools.ed.gov/IFAPWebApp/currentRegCompsPage.jsp
• FSA for Counselors - http://fsa4schools.ed.gov/counselors
• Calendar - http://fsa4schools.ed.gov
Data taken from WebTrends Reporting System-lcc
 Schools Portal --
FSA Calendar
View all Categories in a View just one category in
month. a month.
 Schools Portal --
FSA Calendar
View all categories in a day. View one category in a day.
 Schools Portal --
FSA Calendar Case Study
Nicki Yc from the University of Miami heard a rumor that the Florida
Association of Student Financial Aid Administrators Fall Training
Conference is at the same time as ED’s Electronic Access
Conference. She is upset because she wants to attend both
conferences.

How can she confirm if the rumor is true?

 Schools Portal --
FSA Calendar

 Submit suggestions for the

FSA Calendar.

 Select “Suggestions” after

you have selected “Help
Center”
 Schools Portal --
FSA Contact

The FSA Contact List is a service

directory for the FSA community.
 Schools Portal --
FSA Contact Case Study

Max from the University of Baltimore received a batch file that is

corrupt but he doesn’t know where to find help.

Where should Max find who to contact?

 
 Schools Portal --
MyFSA
Once Registered with the Schools Portal; access MyFSA.
 Customize the Schools Portal by adding and removing links.
 You will remain logged in to MyFSA until the MyFSA browser
window is closed.
 Schools Portal --
MyFSA
To Register:
2. Select the MyFSA on the Masthead and choose “Register”
4. Complete the registration form

6. Choose “Log in” after selecting “MyFSA” and Log in with the new
password and user name you just received.
 Schools Portal --
MyFSA Case Study
Nicki Yc likes the FSA Schools Portal and needs to change the
personalization of her MyFSA.

How would Nicki add the following personal link to her MyFSA?

 Local paper http://www.miami.com/

 Schools Portal --
Needs Your Feedback
Be part of the enhancement of the FSA
Schools Portal and provide us your
Feedback.

Customer Service Call Center

Toll Free Telephone Number: 1-800-433-7327
Fax number: 1-202-275-5532
E-Mail: [email protected]
 Information for Financial
Aid Professionals – IFAP
http://ifap.ed.gov
 The Information for Financial Aid Professionals (IFAP) web
site is the FSA virtual library.
 It contains the most up to date guidance to manage the
Federal Student Aid Programs.
 IFAP –
Three Areas
• Masthead

• Web Pages
and Functions

• Categorize
Popular
Documents/
Web pages
 IFAP --
NOT Just for FAA’s
- Financial Partners

(lenders,
guarantee agencies)
 IFAP --
NOT Just for FAA’s
Financial Partners

(lenders,
guarantee agencies)

School Business
Officers
 IFAP --
NOT Just for FAA’s
Financial Partners

(lenders,
guarantee agencies)

Schools Business
Officers

Software Vendors
 IFAP --
NOT Just for FAA’s
Financial Partners

(lenders,
guarantee agencies)

Schools Business
Officers

Software Vendors

Lawyers, auditors
and other
Professionals
Visitors to IFAP Website

Data taken from WebTrends

Reporting System-lcc
 Top 5 Most Requested
Pages for IFAP Website
Homepage Reg Comp. Handbooks EDExpress Pubs. By Topic

Homepage
88%

Pubs.
Homepage - By Topic Reg Comp.
http://www.ifap.ed.gov/ ED Handbooks
2% 5%
Express-2% 3%
Reg. Comp. - http://www.ifap.ed.gov/IFAPWebApp/currentRegCompsPag.jsp
Handbooks - http://www.ifap.ed.gov/IFAPWebApp/currentSFAHandbooksPag.jsp
ED Express - http://www.ifap.ed.gov/edexpress
Publications by Topic - http://www.ifap.ed.gov/IFAPWebApp/topicPag.jsp
Data taken from WebTrends Reporting System-lcc
 Searching IFAP with
Google --

Google search engine will replace the current

search engine by the end of the year.

 Google returns more relevant search results

 Customer selects search results sorted by

relevance or date.
IFAP’s --
Tools for Schools

“Tools for Schools”:

aids for increasing
financial aid
awareness and
knowledge.
 IFAP—
Tools for Schools Case Study

Gabby would like to add a FAFSA on the Web banner to the

schools web site so she can encourage her student to file an
electronic FAFSA but doesn’t know where to find it.

Where will she find the FAFSA on the Web banner?

IFAP --
Publications by Topic

View IFAP’s content

through an index.
 IFAP --
Versatile
FAFSAs and Renewal FAFSAs Application Processing
Web Page Web Page

Customer access to the same content in several ways

IFAP --
What’s New
 IFAP—
What’s New Case Study

Gabby received a message from one of her colleagues about the

latest Federal Student Aid news that was just released by FSA a
day or so ago but doesn’t know where to find it.

Where will Gabby find this new information?

 
IFAP --
Member Service

Receive E-mail
notifications of new
content added to IFAP.

Update your Member

Service Profile.

Requires registration
to access.

Different from MyFSA

 IFAP --
Member Services Registration

1. Select Member Services

3. Select Click Here to Register.

5. Complete the IFAP User Registration form and select the

Submit Registration Button
 IFAP --
Subscription Service
48 Hour Weekly
 IFAP—
Subscription Case Study

Max has been getting the weekly subscription for almost

three months. He will be on sabbatical for four months
and would like to suspend his subscription during the
sabbatical.

How does Max suspend the weekly subscription

notification?
IFAP --
Subscription Service

 Only the 48 hour subscription Email

notification will include FSA Calendar
content.

 Undeliverable returned Messages

result in the deletion of corresponding
IFAP Member Service Profile.

 Report all subscription service

problems to the Customer Service Call
Center.
 IFAP—
Member Service Case Study

Max has a new job. He would like to make sure his

member service profile is updated with his new
information.

How does Max update the IFAP member service profile?

 
 IFAP --
Needs Your Feedback
You are a stakeholder of IFAP. Be sure
that your feedback is heard on all future
enhancements.

Customer Service Call Center

Toll Free Telephone Number: 1-800-433-7327
Fax number: 1-202-275-5532
E-Mail: [email protected]
 FSA TECH --

 Subscribers to the FSATECH Listserv can pose technical questions

about FSA systems, software, and mainframe products. Answers
are researched by FSA systems developers and sent to everyone
on the listserv.

 To Sign up for FSA Tech or Change FSATECH Digest

Options:
http://www.ed.gov/offices/OSFAP/services/fsatechsubscribe.h

 Contact the Customer Service Call Center by E-mail at

[email protected] or call 1.800.433.7327 if you have
any questions
 Customer Service
Call Center (CSCC)
-- Contact Us
Assists the Federal Student Aid (FSA) Community with policy and operational
questions regarding Federal Student Aid Programs.

Hours of operation 9 AM to 5 PM Eastern Time.

Voice Mail is available during off hours.

Toll Free Telephone Number: 1-800-433-7327
Fax number: 1-202-275-5532
E-Mail: [email protected]
Web Sites:
FSA Schools Portal: http://fsa4schools.ed.gov
IFAP: http://ifap.ed.gov
Both the Schools Portal
and IFAP web sites
provide timely
information to the
Financial Aid Community
regardless of location or
time of day.
 Customer Service
Call Center --
Wants to Hear From You!

Use the Customer Service Call Center (CSCC) as your liaison to

the Department of Education’s Federal Student Aid Programs.
CSCC is available to provide answers to your questions and make
sure your comments receive the appropriate attention.

Toll Free Telephone Number: 1-800-433-7327

FAX Number: 1-202-275-5532
E-Mail: [email protected]
 Summary

Schools Portal
Profess
Infor mat ion for F inanc ial Aid
ion als - IFAP

IFAP Mem ber S ervice

IFAP S ubscript ion S ervice
FS A T ECH
Customer Servic e Call Cent er
Questions and Comments
[email protected]