1. Michael Cagle and Holly Langer-Evans 2013-2014 QA Analysis Training

2. Training Preparation 2

3. The Process 3

4. Uploading Process 4

5. Prepare Flat File of Verified Records 5

6. Institutional Criteria CodeDescription A All entering students Parents with a business EFC< 40,000, with no fee waiver Total assets <10k and EFC<5k Awarded an Institutional Grant B All entering students Parents not having a business EFC< 40,000, with no fee waiver Total assets <10k and EFC<5k Awarded an Institutional Grant D Manually selected by reviewer 6

7. Institutional Criteria CodeDescription E Sophomore and Junior Will file and haven’t updated status to filed by round one F Second Year (entering Prior Year) EFC change of > 3,000 up or down Awarded Institutional Grant 7

8. Question to Answer 8

9. Pell Grant Improper Payment Report Access Report Run Report 9

10. Pell Grant Improper Payment Report Access Report -Select OK -Select Build A Report -Select Run Icon 10

11. Pell Improper Payment Report Save Report to your hard drive -save as webpage.html only Open your Pell Improper Payment Report to begin your Analysis ISIR Categories Grey Ribbon Bar 11

12. How to Navigate the Report Drag to make report larger Use Icon to add Categories Use down arrow to select ascending or descending order 12 Change count to sum or AVG Ribbon Bar –Gray Box Can move pane by clicking on blue bar and dragging it to the side or up or down.

13. Create A Roll Up Table From the Ribbon Bar, locate Selected _By_CPS and select the down arrow From the Menu, select Roll Up, and then Selected_By_CPS 13

14. What is the Report telling you? 254 records not selected by CPS 99 records selected by the CPS Add a category to the table: Institutional Criteria 14

15. Add a field to the Roll up Table Select the icon Click on Chart/Rollup Tool select, INST_VERIF_CRIT and drag it into the Group By column Hint: Drop it in the Group by column when you see the red line Select OK ___________ 15

16. What is our Focus? 156 records without codes 98 records not selected by CPS that were selected by the school 37 selected by both CPS and School 16 98

17. Filter on the 98 Records Go to Gray Ribbon at the top of the original Report we ran and select the down arrow on Selected_By_CPS, Select Filter and select equals, Scroll back to report Next to equals box select down arrow and select NO Select Add Condition Box, Select the Select_By_School Field, Select Equals, Select down arrow and select Yes Select Filter 17

18. What Does this Report Tell Us? Identifies records not verified by the CPS but were verified by the school. Identified the verification groupings What it doesn’t tell us is the impact the verification groups had on Pell or EFC 18

19. Add ABS Pell and ABS EFC 19 Select the icon Click ADD (Y) select, ABS_EFC_Change Select the icon Click ADD (Y) select, ABS_PELL_Change Select the icon and change it to SUM

20. Roll Up Report: Added Categories 20 Keep Criteria B, D and F

21. Live Demonstration 21

22. Analysis Assignment 1. Have your Institutional Criteria available to review 2. Open the Pell Grant Improper Payment Report 3. Create and print the report as indicated in this presentation 4. Determine which institutional criteria you will keep, tweak or delete 5. Bring results to the FSA Conference 22

23. If you have < 20 records: Select the icon Click on Chart/Rollup Tool select, Select_BY_School and drag it into the Group By column Hint: Drop it in the Group by column when you see the red line Select OK 23 ___________

24. Analysis Assignment Instead of analyzing individual criteria, analyze all your criteria collectively. 24

25. Conference Assignment School criteria you would keep? School criteria you would tweak? School criteria you would delete? 25

26. What We Have Learned 26

27. Resource QA Web Site - Training and Guidance Link http://ifap.ed.gov/qadocs/ToolsforSchools/2012QASession1.pdf http://ifap.ed.gov/qadocs/ToolsforSchools/2012QASession1.pdf 27

28. Regional Representatives Holly Langer-Evans Phone:617 289 0136 Email: Holly.Langer-Evans@ed.gov Holly.Langer-Evans@ed.gov Michael Cagle Phone: 206-615-2586 EMAIL: Michael.Cagle@ed.gov Anne TuccilloMichael.Cagle@ed.gov Phone: 202-377-4380 Email: Anne.Tuccillo@ed.govAnne.Tuccillo@ed.gov 28