1. Tools to Assist You in Processing Aid and Sustaining Compliance Ginger Klock Michael Cagle 2006 NASFAA Conference Seattle, WA

2. This session will focus on: Web tools that can assist your school with Processing Aid more efficiently Web tools that can assist your school with Sustaining Compliance with the Title IV programs

3. Some of the “Tools” in FAA Access we will look at today!

4. ISIR Compare

6. Sort by field Sort by Differences

7. Sorted by Difference s

8. Standalone FAA Signature

9. Application Status This tells you there are missing signatures

12. Corrections

16. Links to SAR

17. Verification Tool

18. Enter values from tax returns and verification worksheet, then click on “Calculate”

19. This column appears and shows differences

21. Return toTitle IV on the Web

25. ISIR Analysis Tool

26. Getting Started Uploading Records Decide who to analyze –CPS Selected ISIRs Analyze how effectively the CPS edits are working at your institution. –Discretionary Verification Analyze how effectively your own discretionary verification is working at your institution. –Analysis Results Discuss your verification results and revise your verification policies.

27. ISIR Analysis Tool Reports Sample Summary – Dashboard Verification Summary – Dashboard Field Change Pell Eligibility for Dependents Student Listing Student Detail Field Increment Report Verification Tracking Flags

28. The Dashboard

29. Pell Elig/Ineligible Dep & Indep Total Fields Changed Initial vs. Paid On Pell Increases Pell Decreases Initial Pell Eligible and Ineligible Total Paid on Pell Eligible & Ineligible

30. Verification Summary Dashboard

31. Running Reports Click on the report name from the menu on the Standard Reports Folder. Then click “Run” the report.

32. Field Change Report

33. Field Increment Report based on Records with Parent AGI changes (viewed in Primary EFC increments)

34. Field Increment Report (viewed in Increments of Parent AGI)

35. Analysis Conclusions Discuss options to focus discretionary verification for Dependent, Pell Eligible, Parent Estimated Filers on: –EFC Ranges 1-3,000 and Parent AGI between 20,001 and 50,000 –Provide enhanced Consumer Information for 0 EFC applicants

36. Helpful Information Refer to Guidance on the QA Website: –http://www.ifap.ed.gov/qamodule/guidance.htmlhttp://www.ifap.ed.gov/qamodule/guidance.html Click on link to 2005 ISIR Guide Tapes of Live Sessions –http://ifap.ed.gov/qamodule/training.htmhttp://ifap.ed.gov/qamodule/training.htm You can view sessions about uploading data, analyzing data, and other sessions related to using the ISIR Analysis Tool

37. FSA Assessments

38. What are the FSA Assessments? Tools to prevent and/or identify compliance issues, and implement Management Enhancements (Action Plans) for areas that need improvement

39. What are the FSA Assessments? 22 modules updated with hyperlinks to Regulations and the Student Financial Aid Handbook Currently being re-designed as a more streamlined product that will help you find information quickly. The newly designed assessments are scheduled to be deployed Mid August 2006

40. Where can I find the FSA Assessments? The assessments can be accessed from the following websites - School’s portal (http://fsa4schools.ed.gov) –Under “Resources & Training”, click on FSA Self-Assessments IFAP (http://ifap.ed.gov) –Under “Tools for Schools”, click on FSA Assessments

41. FSA Verification Assessment

42. Verification File Review Activity #10

43. ISIR Comparison Charts

44. Conflicting Data Activity #7

45. Professional Judgment Activity #13

46. New Design

47. Summary We demonstrated an umbrella of tools that can assist your school with Processing Aid more efficiently and Sustaining Compliance with the Title IV Programs –ISIR Compare –Standalone FAA Signature –Corrections –Verification Tool –R2T4 –ISIR Analysis Tool –FSA Assessments

48. Resources ISIR Analysis Tool Additional Information: –http://ifap.ed.gov/qamodule/guidance.html (ISIR Tool Guide)http://ifap.ed.gov/qamodule/guidance.html –http://ifap.ed.gov/qamodule/training.htmhttp://ifap.ed.gov/qamodule/training.htm (Links to Web Recordings) FAA Access to CPS Online: http://www.fafsa.ed.gov/FOTWWebApp/f aa/faa.jsp http://www.fafsa.ed.gov/FOTWWebApp/f aa/faa.jsp FSA Assessments: http://ifap.ed.govhttp://ifap.ed.gov

49. Questions??? We appreciate your feedback and comments. We can be reached at: Ginger.Klock@ed.gov Michael.Cagle@ed.gov