Michael Cagle and Holly Langer-Evans

2013-2014 QA Analysis Training

Training Preparation

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The Process

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Uploading Process

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Prepare Flat File of Verified Records

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Institutional Criteria

Code Description

A • All entering students • Parents with a business • EFC< 40,000, with no fee waiver• Total assets <10k and EFC<5k • Awarded an Institutional Grant

B • All entering students • Parents not having a business • EFC< 40,000, with no fee waiver • Total assets <10k and EFC<5k• Awarded an Institutional Grant

D • Manually selected by reviewer

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Institutional Criteria

Code DescriptionE • Sophomore and Junior

• Will file and haven’t updated status to filed by round one

F • Second Year (entering Prior Year) • EFC change of > 3,000 up or down • Awarded Institutional Grant

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Question to Answer

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Pell Grant Improper Payment Report

• Access Report• Run Report

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Pell Grant Improper Payment Report

• Access Report-Select OK-Select Build A Report-Select Run Icon

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Pell Improper Payment Report

• Save Report to your hard drive-save as webpage.html only

• Open your Pell Improper Payment Reportto begin your Analysis

ISIR Categories

Grey Ribbon Bar

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How to Navigate the Report

Drag to make report larger

Use Icon to add Categories

Use down arrow to select ascending or descending order

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Change count to sum or AVG

Ribbon Bar –Gray Box

Can move pane by clicking on blue bar and dragging it to the side or up or down.

Create A Roll Up Table• From the Ribbon Bar,

locate Selected _By_CPS and select the down arrow

• From the Menu, select Roll Up, and then Selected_By_CPS

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What is the Report telling you?• 254 records not selected

by CPS

• 99 records selected by the CPS

Add a category to the table: Institutional Criteria

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Add a field to the Roll up Table• Select the icon

Click on Chart/Rollup Tool select, INST_VERIF_CRIT and drag it into the Group By column

Hint: Drop it in the Group by column when you see the red line

• Select OK

___________

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What is our Focus?

• 156 records without codes

• 98 records not selected by CPS that were selected by the school

• 37 selected by both CPS and School

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98

Filter on the 98 Records• Go to Gray Ribbon at the top of the

original Report we ran andselect the down arrow onSelected_By_CPS, SelectFilter and select equals, Scroll back to report

• Next to equals box select downarrow and select NO

• Select Add Condition Box, Selectthe Select_By_School Field, SelectEquals, Select down arrow and selectYes

• Select Filter

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What Does this Report Tell Us?• Identifies records not

verified by the CPS but were verified by the school. Identified the verification groupings

• What it doesn’t tell us is the impact the verification groups had on Pell or EFC

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Add ABS Pell and ABS EFC

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• Select the iconClick ADD (Y) select,ABS_EFC_Change

• Select the iconClick ADD (Y) select,ABS_PELL_Change

• Select the icon

and change it to

SUM

Roll Up Report: Added Categories

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• Keep Criteria B, D and F

Live Demonstration

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Analysis Assignment

1. Have your Institutional Criteria available to review

2. Open the Pell Grant Improper Payment Report

3. Create and print the report as indicated in this presentation

4. Determine which institutional criteria you will keep, tweak or delete

5. Bring results to the FSA Conference

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If you have < 20 records:• Select the icon

Click on Chart/Rollup Tool select, Select_BY_School and drag it into the Group By column

Hint: Drop it in the Group by column when you see the red line

• Select OK

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Analysis AssignmentInstead of analyzing individual criteria, analyze all your criteria collectively.

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Conference Assignment

• School criteria you would keep?• School criteria you would tweak?• School criteria you would delete?

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What We Have Learned

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Resource

• QA Web Site- Training and Guidance Link

http://ifap.ed.gov/qadocs/ToolsforSchools/2012QASession1.pdf

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Regional Representatives

Holly Langer-Evans• Phone:617 289 0136• Email: Holly.Langer-Evans@ed.gov Michael Cagle•Phone: 206-615-2586•EMAIL: Michael.Cagle@ed.gov

Anne Tuccillo•Phone: 202-377-4380•Email: Anne.Tuccillo@ed.gov

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