Session 66

The Power of the IA Tool

One Report at a Time
(For QA Program Schools)

Michael Cagle
QA Team
Training Objectives
Provide instructions for accessing and
uploading records into the ISIR
Analysis Tool

Identify the records to analyze in 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

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Who Do You Want to Analyze?

Institutional A Random
Verification Sample

2007-2008 2008-2009

http://ifap.ed.gov/qualityassurance 3
Who Do You Want to Analyze?
Additional Considerations:
• CPS

• Estimated Filers

• Professional Judgment
cases

• Recipients of state
need-based aid

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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)

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http://www.fafsa.ed.gov/FOTWWebApp/faa/faa.jsp
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 9
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

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http://ifap.ed.gov/qualityassurance/training.htm
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 Activities
for 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 Report
To 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 Information
We appreciate your feedback and
comments. We can be reached at:

Michael.Cagle@ed.gov
Warren.Farr@ed.gov
Holly.Langer-Evans@ed.gov
David.Rhodes@ed.gov
Anne.Tuccillo@ed.gov

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Questions?
• We are also available in the PC
Lab

• Don’t forget to complete your

session evaluation

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