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BOCES SAMS PROJECT -COSER Application & Approval Process

Presentation to the BOCESTuesday, August 26, 2008

NYS Education DepartmentOffice of Educational Management Services

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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

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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

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COSER Form Set

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

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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it’s “life” – Deleted, Withdrawn, Active, Amended, New and DS Approved

Deleted, Withdrawn and Active can be updated/are assigned using LAS form

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List of Active Services

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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

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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”

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COSER Program Description Form

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DS Certification and SED Approval Page

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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

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Cross-Contracting

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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

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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

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COSER Reports and Notifications

Notifications: LAS Due Date Notification LAS Reminder Notification LAS Rollover Notification Other Notifications in the future

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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