Session 66The Power of the IA Tool

One Report at a Time(For QA Program Schools)

 Michael Cagle

QA Team 

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Training ObjectivesProvide instructions for accessing and uploading records into the ISIR Analysis Tool

Review the Dashboard and Run each of the Standard Reports available in the ISIR Analysis Tool

Review ISIR Analysis Tool Calendar of Activities

Identify the records to analyze in the ISIR Analysis Tool

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Who Do You Want to Analyze?

InstitutionalVerification

2007-2008

A RandomSample

2008-2009

http://ifap.ed.gov/qualityassurance

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Who Do You Want to Analyze?

• CPS

• Estimated Filers

• Professional Judgment cases

• Recipients of state need-based aid

Additional Considerations:

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ISIR Analysis Tool Access• Obtain Access

by contacting the Destination Point Administrator (DPA) at your school

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ISIR Analysis Tool Access (cont’d)

http://www.fafsa.ed.gov/FOTWWebApp/faa/faa.jsp

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ISIR Analysis Tool Access (cont’d)

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ISIR Analysis Tool Access (cont’d)

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Setting Up the ISIR Analysis Tool

http://ifap.ed.gov/qahome/guidance.html

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Creating The Flat ASCII File• SSN of each applicant• First two letters of

the applicant’s last name

• The transaction numbers that you want uploaded into the tool (optional)

• A “Y” indicating if a record met a school’s discretionary verification criteria (optional)

• Field Length: 16

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Data Request – ISIR Data

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Upload Flat File

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Data Validation

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Other Online Training Available

http://ifap.ed.gov/qualityassurance/training.htm

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Hands-on Session

• Review the Dashboard and Run each of the Standard Reports available in the ISIR Analysis Tool

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Session Materials• We will post the workbook after

the conferences on the QA Program website

www.ifap.ed.gov/qualityassurance

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Timeline of Activitiesfor the ISIR Analysis Tool

February Latest Version of IA Tool on the Web

March – September Begin implementing your verification selection criteria & complete verifying your applicants

October Prepare flat file, upload data

November through January Analyze Data; FSA collects school data; Notify QA Rep. of institutional verification criteria (for QA schools only)

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QA Schools Must use these Verification Status Codes

• V VERIFIED by the school.• S Selected by CPS but NOT verified because the

ISIR record did not meet the school verification criteria

• W Selected by the school and the Pell was disbursed without documentation.

• BLANK Not selected

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Tracking your W Codes

• Access the Verification Tracking Report in COD

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Verification Status ReportTo retrieve the report via a Data Request:

Log into the COD web site, select the Batch option from the top tool bar

Select Grant Data Requests, select New Request; from the Report Type dropdown box, select Verification Status Report

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Verification Status Report-Cont’d Make the appropriate selections for Award Year,

Request Type and Data Type, and click the submit button

This process will produce a report with current data from COD. Remember, if there is no student for whom a code is missing, the file will be sent but the results will be blank.

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Related Sessions:Session 65:

Draft Findings from the QA Program for the 2006-07 Award Year

Session 64:Set you knowledge in Motion: Maximize Reports & Graphs

in the ISIR Analysis Tool

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QA Program Resources• QA Program Website - http://ifap.ed.gov/qualityassurance

• QA Program Listserv - Send email to Holly.Langer-Evans@ed.gov to subscribe to the QA Program listserv

• QA Program Mailbox - qualityassurance@ed.gov

• QA Program Training -http://ifap.ed.gov/qualityassurance/training.htm• Information for Financial Aid Professionals - http://ifap.ed.gov• Team Building Website - http://www.Teambuildinginc.com

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Contact InformationWe appreciate your feedback and

comments. We can be reached at:Michael.Cagle@ed.govWarren.Farr@ed.govHolly.Langer-Evans@ed.govDavid.Rhodes@ed.govAnne.Tuccillo@ed.gov

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Questions?• We are also available in the PC

Lab

• Don’t forget to complete your session evaluation