Board Reports
ISBOE home | view this table in pdf format
State Board of Education | |||||||
Fiscal Reports Required by Board Policies or Other Sources | |||||||
Policy/Other | Name | Description | Date | Used | Prepared by | Required or On Request | Report Format |
OSBE | Cost of Attendance | Cost of Attendance including room, board, books, transp. | February | Yes | CU/OSBE | Required | xxx Cost of Attendance FY03-Fyy.xls |
SBOE V.R.1 | Student Fees | Board approval for more than 10% increase | March | Yes | CU | Required | Summary of Fee Hearings |
SBOE V.R.3.c,iii | Student Fees | Special Course Fees | March | No | CU | On Request | Summary of Fee Hearings |
SBOE V.R.2 | Student Fees | Potential Student Fees | March | Yes | CU/OSBE | Required | xxx Fees Recommended.xls |
SBOE II.C.4.a | Athletics Compensation | Prior year actual and current year budget | March | Yes | CU/OSBE | Required | Athletics Compensation.xls |
SBOE V.X. | Gender Equity | Gender equity compliance reports | March | Yes | CU | Required | EADA report format |
OSBE | Athletics Limits | Expenditure Limits on Athletics | March | Yes | OSBE | Required | Athletics Limits.xls |
SBOE V.X. | Intercollegiate Athletics | Revenues and expenses | March | Yes | CU/OSBE | Required | NCAA Agreed Upon Procedures |
OSBE | CUPA Reports | Needed for President reviews | April | Yes | CU | Required | CUPAyyyy.xls |
SBOE V.S. | CU Allocation | College and Universities Allocation | April | Yes | OSBE | Silent | yy-CU Allocation.xls |
OSBE | CC Allocation | Community College Allocation | April | Yes | OSBE | Required | yy-CC Allocation.xls |
OSBE | Salary Changes Report | Summary of Salary Changes by Employee Group | May | Yes | CU/OSBE | Required | Moved to June operating budgets |
SBOE V.B.3.b.(2) | Operating Budgets | Various reporting requirements | May | Yes | CU/OSBE | Required | Various |
SBOE V.B.1.c | Budget Request Reports | Various reporting requirements | July | Yes | CU/OSBE | Required | FYyy Occupancy Costs xxx.xls |
SBOE V.B.9 | Capital Budget Request | Must be approved by Board | July | Yes | CU | Required | |
SBOE II.C.4.a | Academic Progress Rate | NCAA academic achievement scores | July | Yes | CU/OSBE | Required | NCAA pdf report and Word memo |
SBOE V.V.2 | Scholarships | Aug. 31: Detail report of activity in license plate program | August | No | Required | ||
SBOE V.N.3.b.2 | Waiver of Cost Recoveries | Discretionary reductions or waivers of indirect costs | August | No | Required | ||
Board | Sources and Uses Report | Budgeted revenues and expenses for current fiscal year | September | Yes | CU/OSBE | Required | yyyy Sources and Uses of Funds.xls |
SBOE V.J.4.c | Moving Expense Report | Reimbursed moving expenses | October 1st | Yes | CU | Required | xxx Moving Expense Report FYyy.xls |
SBOE V.T | Fee Waivers | Report of Fee Waivers and Discounts | October 1st | Yes | CU/OSBE | Required | FYyy Fee Waiver Report.xls |
SCO | Gross Square Footage | Annual report for SCO | October | Yes | CU | Required | T:\Fiscal\Surveys\SHEFO |
Board | Financial Ratios | Composite Index ratios and Cost of Instruction | November | Yes | CU/OSBE | Required | Various |
Board | Net Assets Balances | Balances and Reserves of Net Assets | November | Yes | CU/OSBE | Required | Net Asset Balances yy.xls |
Board | Research Expenditures | Research awards and expenditures | November | Yes | CU/OSBE | Required | Various |
OSBE | Cost of College Report | Cost and Price of College | December | Yes | CU/OSBE | Required | yy CoC xxx.xls |
SBOE V.E.3 | Foundations:Agencies & ISDB | Gifts received from foundations with < $100k annual revenue | Annual | No | Required | ||
SBOE V.E.2.c.iv.2)b) | Foundation Transfers | Annual report of all foundation transfers to institutions | Annual Audit | Yes | CU | Required | |
SBOE V.W | Litigation | CEO negotitated settlements up to $100k | As needed | No | Silent | ||
SBOE V.N.2 | Grant/Contract Acceptances | Quarterly to E.D. when exceeds $1,000,000k | As needed | No | Required | ||
SBOE III.T.2. | Athletes - Recruiting Felons | Report to E.D. exemptions granted by President | As needed | No | Required | ||
SBOE III.T.6.a. | Athletes - Conduct | Report convictions no later than 10 days after conviction | As needed | No | Required | ||
SBOE V.I.1.e | Real & Personal Property | Report emergency purchase/disposal of equip./services | As needed | No | Required | ||
SBOE V.M.4.c | Intellectual Property | Patent, copyright, and technology transfer activities | As needed | No | Required | ||
SBOE V.N.4 | Restrictions on Contract Services | CEO approved privileged or restricted contracts | As needed | No | Required | ||
SBOE V.P.2 | Assignment of Delinquent Loans | Annual report of all transfers to U.S. Dept. of Education | As needed | No | On Request | ||
SBOE V.U | Entertainment/Related Expenses | Actual expenses reported upon request | As requested | No | On Request | ||
SBOE V.B.4.b | Auxiliary Operating Reserves | Reports provided upon request | As requested | No | On Request |