1. Creating Flat ASCII Files and Uploading Records Training Developed by the QA Program Team

2. Training Objectives Identify Population to Upload into the ISIR Analysis Tool for 09-10 Create and Upload a Flat ASCII file to bring records into the ISIR Analysis Tool Review ISIR Analysis Tool Calendar of Activities

3. Have you heard? Preparation is everything

4. Population to Analyze A Sample of Records that Met Your Institutional Criteria

5. Prepare Flat File of Verified Records 1.SSN 2.First Two letters of the last name (CAPS) 3.Initial Transaction 4.Paid on Transaction 5.Y (to indicate the record met your verification criteria) or blank space 111221234MA0105Y 111331235LA0204 111441236EV0106Y Length: 16 Character Field

6. Creating Flat ASCII Files File with BOTH transactions File with only ONE transaction File with NO transactions

7. File With BOTH Transactions Flat ASCII File Introduce the New Policy and Procedure Assessment

8. Upload Your Data

9. Build/Rebuild

11. File With BOTH Transactions

12. Random Sample

13. No Random Sample

14. Locate Your Flat ASCII File

15. Upload File

16. ISIR Data Confirmation

17. Data Validation

18. Data Validation Confirmation

19. Current Status

20. File With Only ONE Transaction Initial Transactions Paid-On Transactions

21. Locate Your Flat ASCII File

22. Don’t Forget …

23. File with NO Transactions Create a flat file with just SSN and First two letters of the last name No blank spaces needed at the end of file Length: 11 Character Field

24. File With NO Transactions

26. Auto Load Initial Step 1: Prepare and Upload Paid-On Transactions into the tool. Step 2: Use Auto Load Initial feature to bring in the initial transactions

27. Auto Load Paid-On Step 1: Prepare and Upload Initial Transactions into the tool. Step 2: Use Auto Load Paid-On feature to bring in the Paid - On transactions

28. Don’t Forget …

29. Institutional Verification Flag

30. 2009-10 QA Program Requirements for Using the ISIR Analysis Tool Upload and Validate 2009-10 Records Analyze Data Provide 2010-11 Institutional Verification Criteria to regional Representative

31. Getting Ready for 2010-11 Upload and Validate 2010-11 Random Sample Analyze 2010-11 Sample Data Provide 2011-12 Institutional Verification Criteria to regional Representative

32. 2010-11 Timeline of Activities for the ISIR Analysis Tool January – September 2010 Pull random sample, verify records in sample, and verify applicants that meet your verification criteria. May 2010 Latest Version of IA Tool on the Web October 2010 Prepare flat file, upload data; November through December 2010; January 2011 Analyze Data; FSA collects school data; Notify QA Rep. of institutional verification criteria

33. QA Program Resources QA Program Website - http://ifap.ed.gov/qualityassurance QA Program Listserv - Send email to Warren.Farr@ed.gov to subscribe to the QA Program listserv QA Program Mailbox – quality.assurance@ed.gov QA Program Training -http://ifap.ed.gov/qahome/training.html Information for Financial Aid Professionals - http://ifap.ed.gov Team Building Website - http://www.Teambuildinginc.com

34. QA Regional Representatives Regions 1, 2, and 5 – Holly Langer-Evans – (617) 289-0136 Holly.Langer-Evans@ed.gov Regions 3, 4, 6 & 7 – Anne Tuccillo – (202) 377-4378 Anne.Tuccillo@ed.gov Regions 8, 9, and 10 – Michael Cagle – (206) 615-2586 Michael.Cagle@ed.gov

35. What We Have Learned Preparation Needed For Creating Flat ASCII Files How To Create and Upload a Flat ASCII File ISIR Analysis Tool Calendar of Activities