Transcript E-Portal Preliminary Concept: Business Case

National Student Loans Service Centre
(NSLSC)
Service Delivery Vision
Master Student Financial Assistance and Electronic Confirmation of Enrolment
May 2012
Presentation Outline
 Introduction
–
–
–
–
–
Current Approach
New Approach
Components
Project Scope
Process Flows
 Solution Overview
– Screen Walkthrough
 EI Account Setup
 Implementation Timelines
Current Situation
 Each time a student receives Student Financial Assistance (SFA)
s/he is required to:
– Sign a Student Loan Agreement and Terms & Conditions
– Obtain Confirmation of Enrolment via signature by authorized official at
their Educational Institution
– Provide Banking Information by attaching a void cheque or completion
of the section by a representative at a Financial Institution
– Submit completed documentation to NSLSC On-Campus Kiosk or
Designated Canada Post Outlet
 Process is cumbersome for students: e.g., a student receiving SFA
for a 4-year university program would undergo the process at least 8
times and sign at least 8 agreements
 Significant effort also required on part of Educational Institution staff
to provide confirmation of enrolment during peak disbursement
periods
Certificate of Eligibility / Student Loan Agreement
 Receiving Student Financial Assistance –
Current Situation:
– Each time a student negotiates a
Certificate of Eligibility s/he must:
• Obtain Confirmation of Enrolment
by authorized official at an
Educational Institution
• Provide Banking Information by
attaching a void cheque or
completion of the section by a
representative at a Financial
Institution
• Sign the Student Loan Agreement
and Terms & Conditions
New Approach
 Master Student Financial Assistance Agreement (MSFAA)
– Students will sign a lifetime loan agreement at the beginning of
their study period that will cover all future awards
– The one-time agreement will replace the student’s requirement to:
• Sign a Student Loan Agreement each time an award is negotiated
• Provide banking information each time an award is negotiated
– Students re-sign a MSFAA if they have a break in study of more
than two years or if they change province of residence
 Electronic Confirmation of Enrolment (ECE)
– Will enable P/T’s or NSLSC to communicate directly with
Educational Institutions to confirm enrolment electronically
– This electronic interface, or Electronic Certificate, with
Educational Institutions will replace the student’s requirement to:
• Line-up at the Educational Institution during peak disbursement periods to have
enrolment confirmed each time an award is negotiated
Master Student Financial Assistance Agreement
 Receiving Student Financial Assistance –
New Approach:
– The first time a student applies for SFA
s/he will be required to:
• Provide Banking Information by
attaching a void cheque or
populating the account information
• Sign the Master Student Financial
Assistance Agreement
– Lifetime agreement (provided no break in
studies >2 years and no change in province of
residence)
– One form for federal and provincial
loans in Integrated Provinces
Electronic Confirmation of Enrolment
 ECE consists of two models for transmitting and processing an
Electronic Certificate of Eligibility file:
– Provincial/Territorial Model: Province/Territory (P/T) obtains confirmation
of enrolment (COE) from Educational Institutions (EI) and communicates
the results to the National Student Loans Service Center (NSLSC).
– NSLSC Portal Model: P/T sends certificate information to the NSLSC, the
NSLSC then contacts the EI to obtain the COE using a secure web portal.
 Introduction of an NSLSC Portal complements existing channels
where P/T’s have limited/no ECE coverage, including:
– Confirmation of Enrolment with Disbursement (current Schedule 1)
– Confirmation of Enrolment for Continuing Studies (current Schedule 2)
– Early Withdrawal/Change in Student Status (current Copy 3)
Confirmation of Enrolment with New Funding
(Schedule 1)
NSLSC Receives
Entitlement
Record
EI Processes
Request in Portal
Update Other
Systems
• Load Entitlement and determine course of action
• Create ECE request on portal (if required)
• Lookup Student in EI Systems
• Review portal request
• Confirm or refuse request / key remittance / submit
• Transaction received at NSLSC
• Identify exceptions (or) update PSED / transmit funds
• Update Borrower Web / Send Welcome Letter
Confirmation of Enrolment without New Funding
(Schedule 2) -- Initiated by Borrower
Borrower
Creates
Request
• Sign-In to Borrower Web Account
• Submit Request for Confirmation of Enrolment
• Request is captured on NSLSC System and ECE Portal
EI Processes
Request in
Portal
• Lookup Student in EI Systems
• Review Request
• Confirm request or refuse with reason / submit
Update Other
Systems
• Transaction received at NSLSC
• Identify exceptions (or) update PSED
• Update Borrower Web / Send Welcome Letter
Confirmation of Enrolment without New Funding
(Schedule 2) -- Initiated by EI
EI Creates
Transaction
Process
Confirmation of
Enrolment
• Search for student
• Create Confirmation of Enrolment transaction on
portal / submit
• Transaction submitted to NSLSC
• Identify exceptions (or) update PSED
• Update Borrower Web / Send PSED Update Letter
Update Other
Systems
Early Withdrawal / Change in Student Status
EI Creates
Transaction
Process Early
Withdrawal
Update Other
Systems
• Lookup existing electronic confirmation or search for
student
• Create early withdrawal transaction on portal / submit
• Transaction submitted to NSLSC
• Identify exceptions (or) update PSED
• Update Borrower Web / Send PSED Update Letter
Login Page
Home Page
Master Queue
With funding
Request ‘selected’ or ‘all records on
page’ for assignment to My Queue
Master Queue – Detail Screen
Request Status
Student Details
Confirmation
Details
Award Details
15
Master Queue – Detail Screen
Non-COE
Reason Codes
16
Master Queue
Without funding
Request ‘selected’ or ‘all records on
page’ for assignment to My Queue
17
Master Queue – Detail Screen
Request Status
Student Details
Confirmation
Details
18
My Queue
Request for Tuition
Remittance
Submit ‘selected’ or ‘all records on
page’ for confirmation of enrolment
19
My Queue – Detail Screen
Request Status
Student Details
Confirmation
Details
Award Details
My Queue – Detail Screen
Non-COE
Reason Codes
My Queue
My Queue – Detail Screen
Request Status
Student Details
Confirmation
Details
My Queue – Detail Screen
Non-COE
Reason Codes
Create Confirmation of Enrolment – Step 1
25
Create Confirmation of Enrolment – Step 1
26
Create Confirmation of Enrolment – Step 2
Enter PSCD and PSED,
Indicate FT/PT and
Program of Study
27
Create Early Withdrawal – Step 1
28
Create Early Withdrawal – Step 1
29
Create Early Withdrawal – Step 2
Enter EW Reason,
First Day of
Classes, Change in
Student Status
Date and Tuition
Refund Amount
30
Archives
View Pending and
Completed Transactions
Archives
View Pending and
Completed Transactions
Archives
View Pending and
Completed Transactions
Batch – Import / Export
34
Batch – Import / Export
35
Reports
36
Transaction Report – Parameter Screen
37
Transaction Report – Sample Output
38
Statistical Report – Parameter Screen
39
Statistical Report – Sample Output
40
Transaction Audit Report – Parameter Screen
41
Transaction Audit Report – Sample Output
42
User Audit Report – Parameter Screen
43
User Audit Report – Sample Output
44
Administration
45
Administration – Portal Settings
Portal
Configuration
Options
46
Administration – User Administration
Create New User
Modify Existing
User
47
Administration – Create New User
48
Administration – My Account
49
EI Account Set-up
 As of May 1st
– EI’s may request access to the ECE Portal via email – [email protected]
– NSLSC will send a package which includes:
• Application and User Access Agreement
– EI’s will return completed package to the NSLSC:
• Via fax, email (scanned copy) or metered mail
– NSLSC will send completed applications to provincial governments for validation
– Upon receipt of validation the NSLSC will create the EI Super User Account
 As of July 9th
– NSLSC will contact the EI Super User via telephone to provide the following:
• Website address
• Username and temporary password
• Assistance with first log-in
• Directions to the user manual and training materials
• Technical assistance contact information
50
Implementation Timelines
 MSFAA
– 11/12 Academic Year
• Launched MSFAA for BC Integration Project
– 12/13 Academic Year
• Launch MSFAA in SK, MB, ON, NS, NL
– 13/14 Academic Year
• Aiming to Launch MSFAA in YK, AB, NB, PE
 ECE
– Solution Development
• System Development Complete – May 4, 2012
• Quality Assurance Complete – June 11, 2012
• User Acceptance Testing – June 18-25, 2012
• Implementation Weekend – July 6-8, 2012
• Solution Go-Live – July 9, 2012
– Educational Institution Engagement / User Account Setup
• Spring FAO Tour across Canada – April-June, 2012
• Receive requests for access – May/June, 2012 (and ongoing)
• Initial setup of EI Super User Accounts – beginning July 9, 2012 (and ongoing)
QUESTIONS
52