Presented by Beth Ziehmer

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Working together to educate borrowers

• Presented by Beth Ziehmer
• 2009 OGSLP Annual Conference

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Agenda

• Introduction
• Regulatory requirements
• Maintaining accounts
• FAO Access Area
• Current
• Redesign
• Summary

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Features
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Counseling sessions
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Counseling sessions
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Demo counseling session
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• Meet regulatory requirements

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New HEOA Requirements

• Counseling sessions are up-to-date with HEOA
  regulations
• Schools must provide additional information to
  complete requirements
• Specific contact information for questions
• Definition of half-time enrollment
• Offices to contact if withdraw
• Written repayment information to Perkins borrowers

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Entrance sample repayment

• For entrance counseling, HEA now requires either
• Range of indebtedness (break out graduate
  borrowers), or
• Average indebtedness of borrowers in the same
  program of study at the same institution
• Range of indebtedness chart was added to entrance
  counseling sessions
• Can still provide school-specific information, if
  preferred

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Range of indebtedness chart
Topic 4 of SE, SPE, SGE Topic 3 of GPE
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Exit sample repayment

• For exits, HEA now requires
• "Information on repayment plans, which includes a
  description of the different features of each
  plan and samples showing average anticipated
  monthly payments with the difference in interest
  paid and total payments shown with each plan."
• Sample payment scenario was added to exit
  counseling sessions
• Can still provide average indebtedness for your
  school, if preferred

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Topic 3 in exit counseling sessions
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Indebtedness
Before the debt salary wizard in counseling
session
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Borrower questions
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Maintain documentation
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SchoolExpress
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Archive policy
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ExitExpress
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ExitExpress
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Other HEOA requirements

• Contact information
• Definition of half-time enrollment
• Appropriate offices to notify if withdraw

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• Maintaining OSLC accounts

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Levels of access

• Super user
• Grant access
• Inactivate access
• Customize
• Retrieve records

• Additional users
• Account
• Customize
• Retrieve records
• Retrieval
• SchoolExpress

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Updating accounts

• Super user and account access
• Change notification options
• Customize account
• Mapping Your Future staff
• Inactivate super user
• Change school name
• Change OPE-ID
• Add counseling types

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Login reminders

• Passwords
• Expire every 90 days
• Users inactive after 180 days
• When in doubt, use Forgot Your Password
• Logging into FAO Access
• No www
• http//mappingyourfuture.org/fap/
• Delete cookies

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• FAO Access Area

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Reports tab Counseling session reports
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Report example Online record example
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Reports tab Ad hoc reports
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Search tab
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Export tab
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Customization
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Customized questions

• Default questions
• Select questions
• Minimum number
• Can submit new questions

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Expanded counseling
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Indebtedness levels
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Indebtedness display
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Budget calculator

• Excluded from entrance
• Included in exit

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Counseling start page

• Should include school-specific information
• Sample repayment information (entrance)
• Contact information for questions
• Half-time definition
• Appropriate offices to contact if withdraw
• Other ideas to include
• Important dates/deadlines
• Disbursement procedures
• Refund policies

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Creating start page
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Example
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End URL
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Display school logo

• Customized start page
• Co-branding document provides information to
  display logo on all pages
• Programming needed
• Also includes information about renaming the Exit
  button
• Request documentation

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Student form

• Regulatory fields vs. all fields
• Require borrowers to complete all fields
• References during entrance
• Great if high drop-out rates

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• FAO Access Area Redesign

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• Summary

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Current school checklist
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Resources

• Mapping Your Future Higher Ed News
• OSLC Users Guide
• SchoolExpress documentation
• Co-branding documentation
• Customized page e-mail
• Training-on-demand videos
• Printable borrower instructions
• Conduct sample counseling session

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Future of OSLC

• Reengineering
• New counseling sessions
• Future releases of OSLC
• PESC Online Loan Counseling standard

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Social networking tools

• MySpace page
• Targeting students
• www.myspace.com/myfmanageyourmoney
• LinkedIn
• Targeting financial aid professionals
• www.linkedin.com (Mapping Your Future group)
• FaceBook fan page
• Twitter

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Contact

• Contact Us links
• feedback_at_mappingyourfuture.org
• Beth ZiehmerCustomer Care/Operations
  Coordinator(573) 796-3730
• Kara HorstmanCustomer Care Assistant