Changes and upgrades are coming to FSA Partner Connect in September of this year. On July 5th, GENERAL-23-54 was published with a preview of the upcoming changes. Read the full notification below.
POSTED DATE July 05, 2023
AUTHOR Federal Student Aid
ELECTRONIC ANNOUNCEMENT ID GENERAL-23-54
SUBJECT FSA Partner Connect – Implementation Planned for September 2023
FSA Partner Connect serves as the digital front door, one-stop-shop for all Federal Student Aid and partner engagement. The main features of Partner Connect include account capabilities such as a dashboard tailored to partner users, easier access to school profile information, integrated views of student and borrower account information, and the student’s view of StudentAid.gov for school staff providing customer support to students. Partner Connect also provides access to the Knowledge Center, the Federal Student Aid Handbook, and FSA Training Conference information.
As presented at the 2022 Virtual Federal Student Aid Training Conference, we have been working to modernize more services used by our partners. In September 2023, we plan to launch our next major FSA Partner Connect implementation, which includes an extensive redesign of the Application for Approval to Participate in the Federal Student Financial Assistance Programs (E-App) and other major enhancements that will be made throughout the site.
This is the first in a series of communications we will publish over the coming weeks to help partners prepare for the implementation. In this announcement, we provide a brief summary of the new FSA Partner Connect features that will be available to partners and highlight key E-App processing impacts that partners need to note.
New FSA Partner Connect Features
Below is a brief summary of the new FSA Partner Connect features we plan to implement. We will provide additional information about these features in forthcoming Electronic Announcements.
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E-App
– A new and improved version of the E-App will be available in FSA Partner Connect for partners to submit new applications for school eligibility, recertifications of school eligibility, and other program participation changes. Partner Connect also will provide access to an automated pre-eligibility application for new applicants and schools seeking reinstatement. Schools that meet the pre-eligibility application criteria will be able to submit an E-App through a temporary Application Administrator identified in the application. The Application Administrator will be able to complete, edit, and submit the application, identify additional temporary users who can complete and edit the application, and track the application process on Partner Connect.We have updated the E-App to provide a more intuitive and simpler user experience through the use of Smart Logic. Smart Logic will instinctively navigate users to the location in the application where updates need to be made.The updated E-App also will include a new navigation menu that identifies which sections are complete, in progress, or not started.
The updated E-App will improve the supporting documentation and signature processes. Supporting documentation, such as the Accrediting Letter and State License/Legal Authorization Letter, will be uploaded within the applicable E-App section and eliminate the need to mail or use a separate system to provide supporting documentation. The updated E-App will utilize DocuSign’s digital signature process to collect the required signatures via email notification and eliminate the need to print and mail the signature page. If an authorized signature authority is unavailable, a delegated signature authority will be able to sign the E-App.
- Eligibility & Oversight Administrator Role – The Eligibility & Oversight Administrator will facilitate account management and grant access to those who will edit and update the E-App and view specific eligibility and oversight-related cases. There also will be an option to designate an alternate. FSA will assign this role to the financial aid administrator at each school initially; that individual will then be able to reassign the role to someone else after implementation.
- Third-Party Servicer Relationships – A school’s Eligibility & Oversight Administrator will be able to grant the school’s third-party servicers access to certain systems.
- Third-Party Servicer Inquiry Form – This form—used to validate the information reported to FSA by higher education institutions about the third-party servicers who administer one or more aspects of the Title IV, HEA programs on an institution’s behalf—will be available on FSA Partner Connect. All third-party servicers will be required to electronically submit the form after implementation and keep it up-to-date going forward.
- Reports – Partners will have access to reports associated with Title IV participation. Users will be able to view and download reports such as:
- – Weekly Institutional Update Reports
- – Weekly School File
- – Monthly Closed School Reports
- – Weekly Closed School Search File
We will offer training opportunities to help partners learn more about these new features.
E-App Processing Impacts During Transition Period
To implement the new E-App in FSA Partner Connect in September 2023, we must cease use of the existing E-App in the eligcert.ed.gov online system on Aug. 25, 2023. We regret this inconvenience, but a transition period is necessary to migrate the data from the old system to the new system.
The processing of E-Apps during the transition period will be impacted as follows:
- If a school is part of the September 30 Re-Certification Cohort, we strongly encourage the school to submit its E-App via eligcert.ed.gov no later than Aug. 25, 2023, as communicated in email notices sent by FSA. If a school does not receive this email notice, it is not part of the September 30 Re-Certification Cohort.
- An E-App submitted by a school via eligcert.ed.gov by Aug. 25, 2023, will be reviewed and processed by FSA via FSA Partner Connect after implementation.
- An E-App started but not submitted by a school via eligcert.ed.gov by Aug. 25, 2023, will need to be re-started by the school and submitted via FSA Partner Connect after implementation.
- If a school encounters a major event impacting its eligibility, such as change in ownership or structure, change in accrediting agency, addition or closure of an additional location after Aug. 25, 2023, the school will need to notify its School Participation Division via email of the event. The school must submit the E-App for this reported event via Partner Connect after implementation.
We will remind schools of these E-App processing impacts throughout the transition period.
Training, Additional Communication Plans, and Questions
We understand the community will have questions about the upcoming FSA Partner Connect implementation. In the coming weeks, we will provide additional information in the following ways:
- Training Opportunities – We will provide FSA Partner Connect training to help partners use the new tools and resources. Training Announcements (ANNs) will be posted on the Knowledge Center to inform the community about these opportunities.
- Additional Electronic Announcements – We will publish additional Electronic Announcements that will help partners prepare for the upcoming implementation. Monitor the Knowledge Center for these announcements.
- Questions – Partners can send us questions through the Customer Support form in the FSA Partner Connect Help Center. To submit a question about the upcoming implementation, complete the form and select “Partner Connect Feedback” as the topic.
We look forward to continuing to work with you.
Source: (GENERAL-23-54) FSA Partner Connect – Implementation Planned for September 2023