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![Page 1: Tools to Assist You in Processing Aid and Sustaining Compliance Ginger Klock Michael Cagle 2006 NASFAA Conference Seattle, WA.](https://reader035.fdocuments.net/reader035/viewer/2022062805/5697c0131a28abf838ccc78d/html5/thumbnails/1.jpg)
Tools to Assist You in Processing Aid and
Sustaining ComplianceGinger Klock
Michael Cagle
2006 NASFAA ConferenceSeattle, 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 field
Sort by Difference
s
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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 - • 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
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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:[email protected]@ed.gov