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Matt Sessa, Joyce DeMoss, and Kevin Suyo | Dec. 2015 U.S. Department of Education 2015 FSA Training Conference for Financial Aid Professionals Federal Student Aid Complaint System Session 45

Matt Sessa, Joyce DeMoss, and Kevin Suyo | Dec. 2015 U.S. Department of Education 2015 FSA Training Conference for Financial Aid Professionals Federal

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Page 1: Matt Sessa, Joyce DeMoss, and Kevin Suyo | Dec. 2015 U.S. Department of Education 2015 FSA Training Conference for Financial Aid Professionals Federal

Matt Sessa, Joyce DeMoss, and Kevin Suyo | Dec. 2015

U.S. Department of Education

2015 FSA Training Conference for Financial Aid Professionals

Federal Student Aid Complaint System

Session 45

Page 2: Matt Sessa, Joyce DeMoss, and Kevin Suyo | Dec. 2015 U.S. Department of Education 2015 FSA Training Conference for Financial Aid Professionals Federal

Background• Fulfills the Administration Mandate in the Student Aid Bill of Rights to

“create a responsive student feedback system” (2/2015)

• The Enterprise Complaint System will:• Improve the customer experience for filing feedback• Simplify processes to respond to complaints• Improve analytical and reporting capabilities

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Page 3: Matt Sessa, Joyce DeMoss, and Kevin Suyo | Dec. 2015 U.S. Department of Education 2015 FSA Training Conference for Financial Aid Professionals Federal

Who Can Submit?• Federal Aid Customers

• “An applicant, student, student aid recipient, parent/guardian, third-party representative or endorser of a student’s federal financial aid.”

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Page 4: Matt Sessa, Joyce DeMoss, and Kevin Suyo | Dec. 2015 U.S. Department of Education 2015 FSA Training Conference for Financial Aid Professionals Federal

What Can Be Submitted?• Complaints

• A customer’s dissatisfaction with the federal financial aid experience associated with a Title IV policy, process, service (e.g., system, event, quality of education) or entity where an explanation or resolution is expected.

• Compliments

• Allegations of Suspicious Activity

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Page 5: Matt Sessa, Joyce DeMoss, and Kevin Suyo | Dec. 2015 U.S. Department of Education 2015 FSA Training Conference for Financial Aid Professionals Federal

Relationship to Other Contact Centers

• Are you trying to answer a question?• Federal Student Aid Information Center (FSAIC: 1-800-4-FED-AID)• “I don’t understand how to create an FSAID.”• “I don’t know whether I am a dependent or independent student.”

• Are you trying to complain about your Title IV experience?• Enterprise Complaint System• “Your website is terrible.”• “Your collection agency is harassing me.”

• Are you resolving a dispute?• FSA Ombudsman• “I don’t agree with your TPD assessment.”• “My servicer tells me I still owe money, but that’s not true.”

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Page 6: Matt Sessa, Joyce DeMoss, and Kevin Suyo | Dec. 2015 U.S. Department of Education 2015 FSA Training Conference for Financial Aid Professionals Federal

Information We Collect• User information• Contact information (e-mail, phone, address)• Complainant information (if different from submitter)• Military status• Complaint category (sequential drop-downs)• Complaint description (free-form text box)• Desired resolution (free-form text box)

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Page 7: Matt Sessa, Joyce DeMoss, and Kevin Suyo | Dec. 2015 U.S. Department of Education 2015 FSA Training Conference for Financial Aid Professionals Federal

Student Aid Life Cycle• Applying for Aid – FAFSA

• Receiving Aid

• Repaying Aid

• Borrowers in Default

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Page 8: Matt Sessa, Joyce DeMoss, and Kevin Suyo | Dec. 2015 U.S. Department of Education 2015 FSA Training Conference for Financial Aid Professionals Federal

Phases• Phase I – Spring 2016

• Online Customer Portal Available for All Life Cycle Phases• Ability to Submit, Track and Manage Complaints, Compliments, Suspicious

Activity• FSA and Servicer Responses

• Phase II – July 1st, 2016• Phone Capability Available• Chat Capability Available• Data Connections to External Systems (e.g., for data analytics)

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Page 9: Matt Sessa, Joyce DeMoss, and Kevin Suyo | Dec. 2015 U.S. Department of Education 2015 FSA Training Conference for Financial Aid Professionals Federal

Portal: Providing Feedback

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Page 10: Matt Sessa, Joyce DeMoss, and Kevin Suyo | Dec. 2015 U.S. Department of Education 2015 FSA Training Conference for Financial Aid Professionals Federal

Portal: Providing Feedback

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Access on StudentAid.gov

Page 11: Matt Sessa, Joyce DeMoss, and Kevin Suyo | Dec. 2015 U.S. Department of Education 2015 FSA Training Conference for Financial Aid Professionals Federal

Portal: Providing Feedback

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FSAID Log-in (optional)

Access on StudentAid.gov

Page 12: Matt Sessa, Joyce DeMoss, and Kevin Suyo | Dec. 2015 U.S. Department of Education 2015 FSA Training Conference for Financial Aid Professionals Federal

Portal: Providing Feedback

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FSAID Log-in (optional)

Access on StudentAid.gov

English/Spanish Capable

Page 13: Matt Sessa, Joyce DeMoss, and Kevin Suyo | Dec. 2015 U.S. Department of Education 2015 FSA Training Conference for Financial Aid Professionals Federal

Portal: Contact Info

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Page 14: Matt Sessa, Joyce DeMoss, and Kevin Suyo | Dec. 2015 U.S. Department of Education 2015 FSA Training Conference for Financial Aid Professionals Federal

Portal: Contact Info

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Knowledge-base: quick linksto common questions

Page 15: Matt Sessa, Joyce DeMoss, and Kevin Suyo | Dec. 2015 U.S. Department of Education 2015 FSA Training Conference for Financial Aid Professionals Federal

Portal: Contact Info

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Third-party capable

Knowledge-base: quick linksto common questions

Page 16: Matt Sessa, Joyce DeMoss, and Kevin Suyo | Dec. 2015 U.S. Department of Education 2015 FSA Training Conference for Financial Aid Professionals Federal

Portal: Contact Info

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Third-party capable

Military info requested(Optional)

Knowledge-base: quick linksto common questions

Page 17: Matt Sessa, Joyce DeMoss, and Kevin Suyo | Dec. 2015 U.S. Department of Education 2015 FSA Training Conference for Financial Aid Professionals Federal

Features: Categorization

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Page 18: Matt Sessa, Joyce DeMoss, and Kevin Suyo | Dec. 2015 U.S. Department of Education 2015 FSA Training Conference for Financial Aid Professionals Federal

Features: Categorization

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Interactive Progress Bar

Page 19: Matt Sessa, Joyce DeMoss, and Kevin Suyo | Dec. 2015 U.S. Department of Education 2015 FSA Training Conference for Financial Aid Professionals Federal

Features: Categorization

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Interactive Progress Bar

Simple Categorization

Page 20: Matt Sessa, Joyce DeMoss, and Kevin Suyo | Dec. 2015 U.S. Department of Education 2015 FSA Training Conference for Financial Aid Professionals Federal

Features: Complaint Info

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Page 21: Matt Sessa, Joyce DeMoss, and Kevin Suyo | Dec. 2015 U.S. Department of Education 2015 FSA Training Conference for Financial Aid Professionals Federal

Features: Complaint Info

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School DataSelected fromPEPS

Page 22: Matt Sessa, Joyce DeMoss, and Kevin Suyo | Dec. 2015 U.S. Department of Education 2015 FSA Training Conference for Financial Aid Professionals Federal

Features: Complaint Info

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School DataSelected fromPEPS Customer can

describe desired resolution

Page 23: Matt Sessa, Joyce DeMoss, and Kevin Suyo | Dec. 2015 U.S. Department of Education 2015 FSA Training Conference for Financial Aid Professionals Federal

Features: Case Management

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Page 24: Matt Sessa, Joyce DeMoss, and Kevin Suyo | Dec. 2015 U.S. Department of Education 2015 FSA Training Conference for Financial Aid Professionals Federal

Features: Case Management

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Filterable Data

Page 25: Matt Sessa, Joyce DeMoss, and Kevin Suyo | Dec. 2015 U.S. Department of Education 2015 FSA Training Conference for Financial Aid Professionals Federal

Features: Case Management

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Filterable DataSortable Tables

Page 26: Matt Sessa, Joyce DeMoss, and Kevin Suyo | Dec. 2015 U.S. Department of Education 2015 FSA Training Conference for Financial Aid Professionals Federal

Features: Case Management

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Page 27: Matt Sessa, Joyce DeMoss, and Kevin Suyo | Dec. 2015 U.S. Department of Education 2015 FSA Training Conference for Financial Aid Professionals Federal

Features: Case Management

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Status Easily Identified

Page 28: Matt Sessa, Joyce DeMoss, and Kevin Suyo | Dec. 2015 U.S. Department of Education 2015 FSA Training Conference for Financial Aid Professionals Federal

Features: Case Management

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Status Easily Identified

Can Provide Updates or Supporting Documentation

Page 29: Matt Sessa, Joyce DeMoss, and Kevin Suyo | Dec. 2015 U.S. Department of Education 2015 FSA Training Conference for Financial Aid Professionals Federal

QUESTIONS?

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