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ISIR Analysis Tool: Drive, Improve Verification Procedures

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Test drive the ISIR Analysis Tool to improve verification procedures for financial aid. Learn new approaches, run reports, and analyze data to enhance verification processes.

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ISIR Analysis Tool: Drive, Improve Verification Procedures

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  1. Session C-10 Test Drive the ISIR Analysis Tool and Improve Verification David Rhodes Anne Tuccillo U.S. Department of Education Derek Kalm Vangent

  2. Session Objectives • To learn about a tool to help improve verification • To run reports and complete exercises using the ISIR Analysis Tool demo site • To learn new approaches for identifying parameters for selecting records for Federal and/or discretionary verification • To have some fun!

  3. What tool can I use to quickly and easily improve verification procedures and consumer information? Can I make federal verification more focused? WIIFM? Questions to Address

  4. “The beginning of knowledge is the discovery of something we do not understand. “ Frank HerbertUS science fiction novelist (1920 - 1986) Who to Verify vs. How to Verify

  5. Test Drive The ISIR Analysis Tool • What is it? • Demo site • Production site

  6. Exercise 1: Log in to FAA Access Demo System • Open Internet Explorer – select “FAFSA Demo Site” from the favorites menu, or • Type http://fafsademo.test.ed.gov in the address bar • Enter the user name (eddemo) and password (fafsatest) found in your booklet • Complete the exercise

  7. Exercise 2: Home page and Navigation • Home page features • Left navigation bar • Complete the exercise

  8. Exercise 3: Dashboard • The “Dashboard”- all systems go? • Two reports • Drilling down • Complete exercise 3

  9. Exercise 4 – Standard Reports and Filters • 8 standard reports • Filters help to focus on specific populations/criteria • Field change report – the gateway to analysis • Complete exercise 4

  10. Discussion - Exercise 4 • Improve educational outreach? • Does CPS target? • Do you verify more than 30%? • Improved consumer info =< corrections to ISIR fields

  11. Exercise 5 – EFC Impact • Which ISIR fields change most? • What EFC ranges have the most change? • Is there a connection? • Complete exercise 5

  12. Discussion –Exercise 5 • Should verification focus on records that experience little or no change? • How much does it cost your office to verify a student? • How many students choose to forgo financial aid when documentation is required?

  13. Things to Consider –Exercise 5 • Do you focus on records with little or no change? • To find out upload your data into the Tool and look at the Verification Summary Report • Among QA Program Schools in a recent study 52% of CPS selected records had no change to EFC

  14. Exercise 6 – Put the Pedal to the Metal • Hit the open road and test drive the tool on your own! • Read the scenario • Run reports and analyze results • Use the “clues” to stay on course

  15. Discussion - Exercise 6 • Can the data help the school improve its approach to verification? • What about discretionary verification?

  16. Things to Consider - Exercise 6 • Can the data help? • Non-zero EFC, Pell eligible • Drill down for more “clues” • Field Increment Report • Student Listing Report • Student Detail Report • Discretionary verification? • Need to set school flag in Tool • Analyze the same as CPS

  17. Reports Available in the ISIR Analysis Tool • If time permits… • Match the correct report with the appropriate research question addressed

  18. Resources Available • ISIR Analysis Tool demo site http://fafsademo.test.ed.gov • ISIR Analysis Tool Guide http://ifap.ed.gov/qahome/guidance.htlm • Quality Assurance Program Web site • http://ifap.ed.gov/qahome

  19. Thank you for attending, we can be reached at: Michael.Cagle@ed.gov Holly.Langer-Evans@ed.gov Warren.Farr@ed.gov David.Rhodes@ed.gov Anne.Tuccillo@ed.gov Contact Information

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