Tools to Assist You in Processing Aid and Sustaining Compliance

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Tools to Assist You in Processing Aid and
Sustaining Compliance

• Ginger Klock
• Michael Cagle
• 2006 NASFAA Conference
• Seattle, WA

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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

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Some of the Tools in FAA Access we will look at
today!
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ISIR Compare
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Sort by Differences
Sort by field
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Sorted by Differences
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Standalone FAA Signature
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Application Status
This tells you there are missing signatures
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Corrections
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Links to SAR
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Verification Tool
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Enter values from tax returns and verification
worksheet, then click on Calculate
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This column appears and shows differences
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Return toTitle IV on the Web
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ISIR Analysis Tool
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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.

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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

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The Dashboard
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Pell Elig/IneligibleDep Indep
Total Fields Changed
Initial vs. Paid On
Pell Increases
Pell Decreases
Initial Pell Eligible and Ineligible
Total Paid on Pell Eligible Ineligible
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Verification Summary Dashboard
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Running Reports

• Click on the report name from the menu on the
  Standard Reports Folder.
• Then click Run the report.

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Field Change Report
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Field Increment Report based on Records with
Parent AGI changes (viewed in Primary EFC
increments)
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Field Increment Report (viewed in Increments of
Parent AGI)
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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

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Helpful Information

• Refer to Guidance on the QA Website
• http//www.ifap.ed.gov/qamodule/guidance.html
• Click on link to 2005 ISIR Guide
• Tapes of Live Sessions
• http//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

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FSA Assessments
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What are the FSA Assessments?

• Tools to prevent and/or identify compliance
  issues, and implement Management Enhancements
  (Action Plans) for areas that need improvement

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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

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Where can I find the FSA Assessments?

• The assessments can be accessed from the
  following websites -
• Schools 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

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FSA Verification Assessment
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Verification File Review Activity 10
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ISIR Comparison Charts
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Conflicting Data Activity 7
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Professional Judgment Activity 13
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New Design
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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

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Resources

• ISIR Analysis Tool Additional Information
• http//ifap.ed.gov/qamodule/guidance.html (ISIR
  Tool Guide)
• http//ifap.ed.gov/qamodule/training.htm
• (Links to Web Recordings)
• FAA Access to CPS Online http//www.fafsa.ed.gov/
  FOTWWebApp/faa/faa.jsp
• FSA Assessments http//ifap.ed.gov

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Questions???

• We appreciate your feedback and comments.
• We can be reached at
• Ginger.Klock_at_ed.gov
• Michael.Cagle_at_ed.gov