BOCES SAMS PROJECT COSER Application Approval Process Presentation

BOCES SAMS PROJECT COSER Application & Approval Process Presentation to the BOCES Tuesday, August 26, 2008 NYS Education Department Office of Educational Management Services 1

What is Ed. Mgt. Services Doing to Get Ready for SAMS? n Currently, submission of a new or amended COSER is via the prescribed form (paper copy) to our office n All current descriptions on file are being inputted to a data base to be put into SAMS n When there is a description that needs modifying or some change, our office is contacting the BOCES about it 2

Using SAMS n BOCES will use SAMS to submit, amend and review COSERs and communicate with NYSED n NYSED will use SAMS for COSER review and approval and communication with the BOCES n Initially, no change in the way that COSERs are reviewed and approved 3

COSER Form Set n COSER Form Set will be part of the SAMS form tree – 4

List of Active Services (LAS) n Lists all services being provided by a BOCES (Currently “PAD Report”) n Lists all COSERs awaiting approval n Different status’ assigned to COSER during it’s “life” – Deleted, Withdrawn, Active, Amended, New and DS Approved n Deleted, Withdrawn and Active can be updated/are assigned using LAS form 5

List of Active Services 6

List of Active Services n Amended, New and DS Approved COSERs are updated/assigned by the application based on user action n Deleted COSERs cannot be reinstated; would need to be “brought back” as a New Service n LAS form will be able to be displayed for different claim years 7

COSER Program Description Form n Amend and submit new COSER program descriptions through this form n Form shall include a “Comments” section n Will include a link to Criteria Guidelines n Will not be significantly different from current form n Various items will be drop down boxes, other “conveniences” 8

COSER Program Description Form 9

DS Certification and SED Approval Page 10

Cross-Contracting n Cross-Contracting Form will stand alone on Form Tree n This is not a form for SED use and approval – will be read-only for SED n Two sections – Services Provided and Services Received n Includes a comment field n Services Received will be read only; BOCES providing services will need to be contacted in order to make any corrections 11

Cross-Contracting 12

COSER Reports and Notifications n COSER Reports will be run from the “Reports” menu on the main menu bar n Will be standard reports available as well as the ability of the user to create ad-hoc reports n Many will look similar to the reports and notifications that BOCES are currently use to receiving 13

COSER Reports and Notifications n COSER Status Report (Formerly Report 10) n COSER Revenues Report (Formerly Report 11) n COSER Cross-Contract Report n COSER Service Description Status History Report 14

COSER Reports and Notifications n Notifications: n LAS Due Date Notification n LAS Reminder Notification n LAS Rollover Notification n Other Notifications in the future 15

Wrap-Up n Questions? Comments? n Office of Educational Management Services/BOCES – Deborah Cunningham Suzanne Spear Jay O’Connor Phone: 518 -474 -6541 Fax: 518 -474 -1983 16