BOCES SAMS PROJECT - COSER Application & Approval Process

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

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

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

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

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“PAD Report”) • Lists all COSERs awaiting approval • Different status’ assigned to COSER during it’s “life” – Deleted, Withdrawn, Active, Amended, New and DS Approved • Deleted, Withdrawn and Active can be updated/are assigned using LAS form

6. List of Active Services

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

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

9. COSER Program Description Form

10. DS Certification and SED Approval Page

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

12. Cross-Contracting

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

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

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

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