Board Reports

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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