AR On-site SFA-level Forms

1. Search for and select a SFA, if necessary.

2. Select Review Tracking from the Compliance menu.

3. Select Detail next to the Review Forms option.

4. Select the Details link for the desired review. The Review Dashboard displays.

5. Select Modify next to the Statistical Sample Generator option.

6. Under the Calculator section, enter the number of free and reduced-price eligible students.

7. Select Calculate. The system will automatically calculate the number of students that must be reviewed, the random starting point, and the review interval.

TIP: The State can click the Calculate button multiple times to change the Random Starting Point.

8. Once the State determines the Samples data (i.e., including the Random Starting Point), select “Yes” for the “Is this the final calculated sample to be used in this review?”.

Note: The State selects whether 95% or 99% will be used on the On-site Assessment Form 100 – Certification and Benefit Issuance via question 126.

1. Search for and select a SFA, if necessary.

2. Select Review Tracking from the Compliance menu.

3. Select the Details link for the desired review. The Review Dashboard displays.

4. Select Detail next to the Review Forms option.

5. Select Modify for the desired On-site Assessment form.

6. Perform a review of all information displayed in the Off-site Assessment section. This information displays the data entered during the off-site portion of the review. Any necessary modifications may be made.

7. Complete each review question in the On-site Assessment section.

o To record Technical Assistance that was provided, select and the Technical Assistance pop-up screen displays for identifying type of assistance given.

o To view additional information, select and the tool tip pop-up will display.

o To supplement a response with an attachment, select to upload an attachment.

o To enter a State comment, select and enter the comment text.

o To enter a finding, select and the Edit Finding pop-up screen displays for describing the finding. This information will be displayed on the system’s Corrective Action Documents screen for the SFA to respond.

Note: Answer responses that display in red indicate that the State may want to cite the SFA by entering a Finding. Select the icon to enter a Finding. All findings that require action are displayed in the Corrective Action Documents screen.

Answer responses displayed in red indicate that if that answer is selected, the State should consider identifying a finding that requires corrective action. This is at the discretion of the State Reviewer; the system will not automatically generate a finding when a red answer is selected.

8. Select Validate to save the form and check for errors.

9. If the form contains errors (e.g., a required question was not answered), an error message displays and the form was saved with an Error status.

10. Select <Edit to return to the form. Questions with errors display with a red indicator () beside the question number.

11. Correct any errors and select Validate. Once the form has been saved without errors, the status changes to “Pending Review.”

Note: Changing or adding information to the Off-site answers within the On-site Assessment form will not change the original answers completed in the Off-site Assessment form.

Note: If a State chooses to have the Lead Reviewer review and finalize a review completed by a State Reviewer, the steps in this section should be followed.

1. Search for and select a SFA, if necessary.

2. Select Review Tracking from the Compliance menu.

3. Select the Details link for the desired review. The Review Dashboard displays.

4. Select Detail next to the Review Forms option. The Review Forms screen displays.

5. Select Modify for the desired On-site Assessment form.

6. Review all information displayed in the Off-site Assessment section.

7. Review all information displayed in the On-site Assessment section.

8. In the Internal Use Only section, select the “Completed” status

9. Enter any Internal Comments (viewable by State users only).

10. Select Validate.

On-site SFA Forms