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A | B | C | D | E | F | G | H | I | J | K | L | M | N | O | P | Q | R | S | T | U | V | W | X | Y | Z | #
A
| ACE Holdco, PBC DE Renewal: Parent Co Domicile Annual Report and Franchise Tax Return |
| Produced By |
BDO Tax Preparers |
| Timeline |
Annual |
| Report Access |
|
| Data Source |
|
| Key Terms |
DE, Domicile, Annual Report, Franchise Tax |
| Link to Report |
Link |
| Link to SOP |
Link |
| Domicile annual report required with franchise tax return (based on the net worth of or capital held by the entity) in Delaware. |
| ACE Conferred Degree Analysis |
| Produced By |
Institutional Analytics |
| Timeline |
Annual |
| Report Access |
Limited distribution to senior leadership |
| Data Source |
IPEDS Data Center |
| Key Terms |
Degree, Conferred Degree Analysis |
| Link to Report |
Link |
| Link to SOP |
Link |
| Degree Conferral is the recording of Graduate status from the College in the Student Information System (SIS). This is done after all academic requirements and financial obligations have been met. The student will be eligible to receive a diploma, verification, certification, etc. |
| ACE.edu Quarterly Web Audit |
| Produced By |
ORAC/Marketing |
| Timeline |
Quarterly |
| Report Access |
Regulatory Affairs and Compliance |
| Data Source |
|
| Key Terms |
ACE.edu, Web Audit |
| Link to Report |
Link |
| Link to SOP |
Link |
| Used for quarterly meetings. |
| Alabama Business Privilege Tax Return and Annual Report |
| Produced By |
ORAC |
| Timeline |
Annual |
| Report Access |
|
| Data Source |
|
| Key Terms |
AL, Tax Return, Business Privilege |
| Link to Report |
Link |
| Link to SOP |
Link |
| Required business license pursuant to authority, physical prescence or tax nexus. Components include: Business license evidence, BOT or Executive Officers list and personel information, Corporate tax status or report, state income or revenue reporting, tax payment calculations and payments, evidence of insurance or surety bonds. |
| Apps Completed by Degree Type |
| Produced By |
Institutional Analytics |
| Timeline |
On-demand |
| Report Access |
|
| Data Source |
Power BI |
| Key Terms |
Apps Completed by Degree Type, Degree Type, Apps Completed |
| Link to Report |
Link |
| Link to SOP |
Link |
| Shows count of active enrollments this year, last year and % change by term for degree type and program. |
| Apps Started by Degree Type |
| Produced By |
Institutional Analytics |
| Timeline |
On-demand |
| Report Access |
|
| Data Source |
Power BI |
| Key Terms |
Apps Started by Degree Type, Degree Type, Apps Started |
| Link to Report |
Link |
| Link to SOP |
Link |
| Shows count of starts by degree type and term comparing this year to prior year, including percent change. |
| AR Aging |
| Produced By |
Finance |
| Timeline |
Monthly |
| Report Access |
Finance |
| Data Source |
Campus Nexus/NAV |
| Key Terms |
AR Aging |
| Link to Report |
Link |
| Link to SOP |
Link |
| Categorizes accounts receivable according to the length of time an invoice has been outstanding. |
| AZ Biennial Reporting |
| Produced By |
ORAC |
| Timeline |
Biennial |
| Report Access |
Regulatory Affairs and Compliance |
| Data Source |
|
| Key Terms |
AZ, Renewal, MATE, EL |
| Link to Report |
Link |
| Link to SOP |
Link |
| Biennial Renewal Components Include: Accreditation Evidience, Curriculum Outlines, Enrollment Report, Graduate Rate Report, Average GPA report, Withdrawal report, Catalog Policies, Faculty Information, Audited Financial Statement. |
B
| Bahamas Ministry of Education Annual Registration Renewal & Bahama Enrollment Report |
| Produced By |
ORAC |
| Timeline |
Annual |
| Report Access |
Regulatory Affairs and Compliance |
| Data Source |
|
| Key Terms |
|
| Link to Report |
Link |
| Link to SOP |
Link |
| Components include: Accreditation Evidence, Curriculum Outlines, Enrollment Report, Graduate Rate Report, Average GPA report, Withdrawal report, Catalog Policies, Faculty Information, Audited Financial Statement. |
| Bond Tracker |
| Produced By |
ORAC |
| Timeline |
|
| Report Access |
|
| Data Source |
|
| Key Terms |
Bond |
| Link to Report |
Link |
| Link to SOP |
Link |
| Contains list of SOS State accounts, and Payroll tax SIT and SIU accounts. |
C
| CAEP 8 Annual Reporting Measures Website Update |
| Produced By |
CI & Institutional Analytics |
| Timeline |
Annual |
| Report Access |
Online, Public Facing |
| Data Source |
Campus Nexus |
| Key Terms |
CAEP |
| Link to Report |
Link |
| Link to SOP |
Link |
| As a component of CAEP accreditation, every Education Preparation Provider (EPP) must report and prominently display data on their website relating to eight Annual Reporting Measures established by CAEP. |
| CAEP Annual Report |
| Produced By |
CI |
| Timeline |
Annual |
| Report Access |
|
| Data Source |
|
| Key Terms |
CAEP |
| Link to Report |
Link |
| Link to SOP |
Link |
| |
| California BPE Re-Registration |
| Produced By |
ORAC |
| Timeline |
Biennial |
| Report Access |
Regulatory Affairs and Compliance |
| Data Source |
|
| Key Terms |
CA, BPE |
| Link to Report |
Link |
| Link to SOP |
Link |
| Components include: Accreditation Evidience, Curriculum Outlines, Enrollment Report, Graduate Rate Report, Average GPA report, Withdrawal report, Catalog Policies, Faculty Information, Audited Financial Statement. |
| California Debt Collector Renewal |
| Produced By |
ORAC |
| Timeline |
|
| Report Access |
Regulatory Affairs and Compliance |
| Data Source |
|
| Key Terms |
CA, Debt |
| Link to Report |
Link |
| Link to SOP |
Link |
| Components include: Business License information, Audited Financial Statements, Officer and BOT personnel information, Surety Bonds. |
| California Loan Servicer Renewal |
| Produced By |
ORAC |
| Timeline |
|
| Report Access |
Regulatory Affairs and Compliance |
| Data Source |
|
| Key Terms |
CA, Loan |
| Link to Report |
Link |
| Link to SOP |
Link |
| Components include: Business License information, Audited Financial Statements, Officer and BOT personel information, Surety Bonds. |
| Cash App |
| Produced By |
Finance |
| Timeline |
Monthly |
| Report Access |
Finance |
| Data Source |
CampusNexus/NAV |
| Key Terms |
CA, Loan |
| Link to Report |
Link |
| Link to SOP |
Link |
| Reconciliation of cash applied. |
| Change of Start Day Report |
| Produced By |
Institutional Analytics |
| Timeline |
Each Term |
| Report Access |
Restricted |
| Data Source |
CampusNexus |
| Key Terms |
Start, COSD |
| Link to Report |
Link |
| Link to SOP |
Link |
| Term report of Change of Start Day (COSD) student responses. |
| Chicago Public Schools Purchasing |
| Produced By |
ORAC |
| Timeline |
|
| Report Access |
|
| Data Source |
|
| Key Terms |
IL, Invoice, Vendor |
| Link to Report |
Link |
| Link to SOP |
Link |
| Required for bulk invoicing and educator grant administration. Components include IL Business License, Banking Information, Evidence of Insurance. |
| Colorado Loan Servicer Renewal |
| Produced By |
ORAC |
| Timeline |
|
| Report Access |
|
| Data Source |
|
| Key Terms |
CO, Lender, BOT |
| Link to Report |
Link |
| Link to SOP |
Link |
| Components include: Business License information, Audited Financial Statements, Officer and BOT personnel information, surety bonds. |
| Colorado Secretary of State License Renewal |
| Produced By |
ORAC |
| Timeline |
|
| Report Access |
|
| Data Source |
|
| Key Terms |
CO, BOT |
| Link to Report |
Link |
| Link to SOP |
Link |
| Required business license pursuant to authority, physical prescence or tax nexus. Components include: Business license evidence, BOT or Executive Officers list and personnel information, Corporate tax status or report, state income or revenue reporting, tax payment calculations and payments, evidence of insurance or surety bonds. |
| Customer Deposit |
| Produced By |
Finance |
| Timeline |
|
| Report Access |
|
| Data Source |
|
| Key Terms |
|
| Link to Report |
Link |
| Link to SOP |
Link |
| |
| Daily Activity Tracking-Enrollment |
| Produced By |
Institutional Analytics |
| Timeline |
|
| Report Access |
|
| Data Source |
Campus Nexus |
| Key Terms |
Activity, Application, Start |
| Link to Report |
Link |
| Link to SOP |
Link |
| This report provides a daily snapshot of where students are in the academic pipeline, from application to start. |
| Detail Transaction Report |
| Produced By |
Finance |
| Timeline |
Monthly |
| Report Access |
|
| Data Source |
Campus Nexus/NAV |
| Key Terms |
|
| Link to Report |
Link |
| Link to SOP |
Link |
| At the end of the month the GL Accountant runs the Detail Transaction Register in CN and prepares journal entriesto post term revenue, non-term revenue, and deferred revenue in NAV. Term revenue represents student ledger transactions posted to the term that started during the month; non-term revenue represents student ledger transactions for any term prior to the term started during the month; and deferred revenue represents the portion of student ledger transactions that will be recognized in future periods. |
| Enrollment Dashboard |
| Produced By |
Institutional Analytics |
| Timeline |
Refreshes daily at the following times (EST):1:00am, 8:00am, 11:00am,
2:00pm, 5:00pm, 8:00pm
|
| Report Access |
Power BI Access |
| Data Source |
Enrollment Reports Dataset |
| Key Terms |
Viable Inquiries, Gross Inquiries, Contact Rate, Activities |
| Link to Report |
Link |
| Link to SOP |
Link |
| Dashboard view of data from the Enrollment Reports. It displays yesterday’s gross and viable leads and contact Rate. A MoY view of viable and gross leads for the year. A MoY view of the contact rate and the month’s activities. A Month by Month view of the 30, 60, 90, 120 Day Conversions. |
| Faculty Ratio by Term, Department, Level |
| Produced By |
Institutional Analytics |
| Timeline |
|
| Report Access |
SSRS Access |
| Data Source |
Campus Nexus |
| Key Terms |
Faculty |
| Link to Report |
Link |
| Link to SOP |
Link |
| |
| FL IPEP |
| Produced By |
Institutional Analytics, ORAC |
| Timeline |
|
| Report Access |
Regulatory Affairs and Compliance |
| Data Source |
Campus Nexus |
| Key Terms |
FL, IPEP, eIPEP |
| Link to Report |
Link |
| Link to SOP |
Link |
| Components include: Accreditation Evidence, Curriculum Outlines, Enrollment Report, Graduate Rate Report, Average GPA report, Withdrawal report, Catalog Policies, Faculty Information, Audited Financial Statement. |
| Florida Commission for Independent Education Annual LMBA Renewal and Data Submission |
| Produced By |
ORAC |
| Timeline |
Annual |
| Report Access |
Regulatory Affairs and Compliance |
| Data Source |
|
| Key Terms |
FL, LMBA, CIE |
| Link to Report |
Link |
| Link to SOP |
Link |
| Three part process that starts in June and ends with September CIE board review and later form 803 data entry. Components include: Accreditation Evidence, Curriculum Outlines, Enrollment Report, Graduate Rate Report, Average GPA report, Withdrawal report, Catalog Policies, Faculty Information, Audited Financial Statement. |
| Florida Commission for Independent Education Form 802 Student Data Collections |
| Produced By |
ORAC |
| Timeline |
Annual |
| Report Access |
Regulatory Affairs and Compliance |
| Data Source |
|
| Key Terms |
FL, CIE |
| Link to Report |
Link |
| Link to SOP |
Link |
| Required as part of overall FL CIE annual renewal. Components include: Accreditation Evidence, Curriculum Outlines, Enrollment Report, Graduate Rate Report, Average GPA Report, Withdrawal Report, Catalog Policies, Faculty Information, Audited Financial Statement. |
| Florida Commission for Independent Education Renewal and Form 803 Placement/Retention Data |
| Produced By |
ORAC |
| Timeline |
Annual |
| Report Access |
Regulatory Affairs and Compliance |
| Data Source |
|
| Key Terms |
FL, CIE, Placement, Retention |
| Link to Report |
Link |
| Link to SOP |
Link |
| Required as part of overall FL CIE annual renewal. Components include: Accreditation Evidence, Curriculum Outlines, Enrollment Report, Graduate Rate Report, Average GPA report, Withdrawal report, Catalog Policies, Faculty Information, Audited Financial Statement. |
| Florida IPEP Annual Report |
| Produced By |
ORAC, Institutional Analytics, Academics |
| Timeline |
Annual |
| Report Access |
Regulatory Affairs and Compliance |
| Data Source |
|
| Key Terms |
FL, IPEP |
| Link to Report |
Link |
| Link to SOP |
Link |
| Annual requirement that includes district surveys and data entry in stages. Components include: Accreditation Evidence, Curriculum Outlines, Enrollment Report, Graduate Rate Report, Average GPA report, Withdrawal report, Catalog Policies, Faculty Information, Audited Financial statement. |
| Florida Loan Servicer Renewal |
| Produced By |
ORAC |
| Timeline |
|
| Report Access |
Regulatory Affairs and Compliance |
| Data Source |
|
| Key Terms |
FL, Loan |
| Link to Report |
Link |
| Link to SOP |
Link |
| Lender License Renewals-Components include Business License information, Audited Financial Statements, Officer and BOT personel information, Surety Bonds. |
| Florida Secretary of State License Renewal |
| Produced By |
ORAC |
| Timeline |
|
| Report Access |
Regulatory Affairs and Compliance |
| Data Source |
|
| Key Terms |
FL |
| Link to Report |
Link |
| Link to SOP |
Link |
| Required business license pursuant to authority, physical prescence or tax nexus. Components include: Business license evidence, BOT or Executive Officers list and personel information, Corporate tax status or report, state income or revenue reporting, tax payment calculations and payments, evidence of insurance or surety bonds. |
| Report Name |
Produced By |
Timeline |
Report Access |
Data Source |
Key Terms |
Link to Report |
Link to SOP |
| General Liability (Travelers) and Workers Compensation Audit-Annual |
Finance |
Annual |
|
Finance-General Liability (Travelers) and Workers Compensation Audit-Annual |
General, Travelers, Workers Comp, Audit |
|
|
| Insurance agency examines the payroll records and income statements of a policyholder to determine if that policy represents an accurate rating of the company’s exposure to liability. The workers’ comp policy requires audits to verify estimated payrol. The audits help to ensure ACE is paying the right amount for the right coverage. |
| Report Name |
Produced By |
Timeline |
Report Access |
Data Source |
Key Terms |
Link to Report |
Link to SOP |
| Georgia Debt Collector Renewal |
ORAC |
|
Regulatory Affairs and Compliance |
|
Georgia, Debt Collector |
|
|
| TBD-Debt Collector License Renewals-Components include-Business License information, Audited Financial Statements, Officer and BOT personnel information, Surety Bonds. |
| Report Name |
Produced By |
Timeline |
Report Access |
Data Source |
Key Terms |
Link to Report |
Link to SOP |
| Georgia Loan Servicer Renewal |
ORAC |
TBD |
|
|
Georgia, Loan Servicer Renewal |
|
|
| TBD-Lender License Renewals-Components include Business License information, Audited Financial Statements, Officer and BOT personel information, Surety Bonds. |
| Report Name |
Produced By |
Timeline |
Report Access |
Data Source |
Key Terms |
Link to Report |
Link to SOP |
| Georgia Nonpublic Postsecondary Education Commission |
ORAC |
Annual |
Regulatory Affairs and Compliance |
|
Georgia, Nonpublic Postsecondary, Education Commission |
|
|
| Annual renewal-Components include: Accreditation Evidience, Curriculum Outlines, Enrollment Report, Graduate Rate Report, Average GPA report, Withdrawal report, Catalog Policies, Faculty Information, Audited Financial Statement. |
| Report Name |
Produced By |
Timeline |
Report Access |
Data Source |
Key Terms |
Link to Report |
Link to SOP |
| Georgia Secretary of State License Renewal |
ORAC |
Annual |
Regulatory Affairs and Compliance |
ORAC |
Georgia, Secretary of State |
|
|
| Required business license pursuant to authority, physical prescence or tax nexus. Components include: Business license evidence, BOT or Executive Officers list and personel information, Corporate tax status or report, state income or revenue reporting, tax payment calculations and payments, evidence of insurance or surety bonds. |
| Report Name |
Produced By |
Timeline |
Report Access |
Data Source |
Key Terms |
Link to Report |
Link to SOP |
| GL Report |
Finance |
Payperiod |
Finance/Payroll |
Paylocity/NAV |
GL Report |
|
|
| Report in Paylocity for posting the payroll journals. |
| Report Name |
Produced By |
Timeline |
Report Access |
Data Source |
Key Terms |
Link to Report |
Link to SOP |
| Hawaii Secretary of State License Renewal |
ORAC |
Annual |
Regulatory Affairs and Compliance |
ORAC |
Hawaii, Secretary of State, Renewal |
|
|
| Required business license pursuant to authority, physical prescence or tax nexus. Components include: Business license evidence, BOT or Executive Officers list and personel information, Corporate tax status or report, state income or revenue reporting, tax payment calculations and payments, evidence of insurance or surety bonds. |
| Report Name |
Produced By |
Timeline |
Report Access |
Data Source |
Key Terms |
Link to Report |
Link to SOP |
| HLC Annual Institutional Data Update (AIDU) |
Institutional Analytics |
Annual |
Online under HLC access/control; archived copy saved on ORAC SP under HLC |
IPEDS |
HLC, Annual Institutional Data, AIDU |
HLC Annual Institutional Data
|
|
| HLC requires each institution to update data on financials, enrollments, completions, and more. Much of the data draws on IPEDS submissions. |
| Report Name |
Produced By |
Timeline |
Report Access |
Data Source |
Key Terms |
Link to Report |
Link to SOP |
| HLC Non-Financial Indicator Report |
Institutional Analytics |
Not a scheduled and not guaranteed, but has become commonly required. Usually required around August. |
Report is submitted online to HLC and archived on ORAC SP under HLC |
|
HLC, Non-Financial, Indicator |
HLC Non-Financial Indicator
|
|
| Not a scheduled and not guaranteed, but has become commonly required. Usually required around August. |
| Report Name |
Produced By |
Timeline |
Report Access |
Data Source |
Key Terms |
Link to Report |
Link to SOP |
| Illinois Secretary of State Annual Report and Tax Payment |
ORAC |
Annual |
Regulatory Affairs and Compliance |
ORAC-Illinois Secretary of State Annual Report and Tax Payment |
Illinois, Secretary of State, Tax Payment |
|
|
| Required business license pursuant to authority, physical prescence or tax nexus. Components include: Business license evidence, BOT or Executive Officers list and personel information, Corporate tax status or report, state income or revenue reporting, tax payment calculations and payments, evidence of insurance or surety bonds. |
| Report Name |
Produced By |
Timeline |
Report Access |
Data Source |
Key Terms |
Link to Report |
Link to SOP |
| Indiana - Annual Post - Indiana Educator Preparation Program Reporting Requirements. IN SEA 528 |
ORAC/Institutional Analytics |
Annual |
Regulatory Affairs and Compliance |
|
Indiana, Annual Post, Indiana Educator Preparation Program Reporting Requirements. IN SEA |
|
|
| Required to be completed by March of each year and should be exact time as SRTK update. Components include: Accreditation Evidence,Curriculum Outlines, Enrollment Report, Graduate Rate Report, Average GPA report, Withdrawal report, Cataglog Policies, Faculty Infomration, Audited Financial Statement. |
| Report Name |
Produced By |
Timeline |
Report Access |
Data Source |
Key Terms |
Link to Report |
Link to SOP |
| Indiana BPE Authorization Renewal |
ORAC |
Annual |
Regulatory Affairs and Compliance |
|
Indiana, BPE Authorization |
|
|
| Annual requirement/will require completion of CHEDDS report when re-established. Components include: Accreditation Evidence, Curriculum Outlines, Enrollment Report, Graduate Rate Report, Average GPA Report, Withdrawal Report, Catalog Policies, Faculty Information, Audited Financial Statement. |
| Report Name |
Produced By |
Timeline |
Report Access |
Data Source |
Key Terms |
Link to Report |
Link to SOP |
| Indiana BPE Data for Authorization Renewal |
|
ORAC |
|
|
ORAC |
Indiana, BPE Data |
|
|
| State Authority License Renewals and Reports - Components include: Accreditation Evidence, Curriculum Outlines, Enrollment Report, Graduate Rate Report, Average GPA report, Withdrawal report, Catalog Policies, Faculty Information, Audited Finacial Statement. |
| Report Name |
Produced By |
Timeline |
Report Access |
Data Source |
Key Terms |
Link to Report |
Link to SOP |
| Indiana CHE - Quarterly Enrollement Reports |
ORAC/Institutional Analytics |
Annual |
Regulatory Affairs and Compliance |
Analytics |
Indiana, CHE, Quarterly, Quarterly Enrollment Reports |
|
|
| New Annual requirement. State Authority License Renewals and Reports - Components include: Accreditation Evidence, Curriculum Outlines, Enrollment Report, Graduate Rate Report, Average GPA report, Withdrawal report, Catalog Policies, Faculty Information, Audited Finacial Statement. |
| Report Name |
Produced By |
Timeline |
Report Access |
Data Source |
Key Terms |
Link to Report |
Link to SOP |
| Indiana Economic Development Corporation Annual Report |
Finance |
Annual |
Requires a login, which is restricted to Bryce and to KK; data for the report is restricted via Paylocity permissions and SharePoint permissions. |
Paylocity and audited Financial Statements |
Indiana Economic Development, Corporation Annual Report |
|
|
| Annual report to the state of Indiana outlining employment and capital investments within the state to qualify for tax incentives. Due each year by 2/14, but can be extended to 3/31. |
| Report Name |
Produced By |
Timeline |
Report Access |
Data Source |
Key Terms |
Link to Report |
Link to SOP |
| Indiana Loan Servicer Renewal |
ORAC |
TBD |
Regulatory Affairs and Compliance |
|
Indiana, Loan Servicer |
|
|
| TBD-Lender License Renewals-Components include Business License information, Audited Financial Statements, Officer and BOT personel information, Surety Bonds. |
| Report Name |
Produced By |
Timeline |
Report Access |
Data Source |
Key Terms |
Link to Report |
Link to SOP |
| Indiana Secretary of State License Renewal |
ORAC |
Biennial |
Regulatory Affairs and Compliance |
ORAC |
Indiana Secretary of State, License Renewal |
|
|
| Required business license pursuant to authority, physical prescence or tax nexus. Components include: Business license evidence, BOT or Executive Officers list and personel information, Corporate tax status or report, state income or revenue reporting, tax payment calculations and payments, evidence of insurance or surety bonds. |
| Report Name |
Produced By |
Timeline |
Report Access |
Data Source |
Key Terms |
Link to Report |
Link to SOP |
| Indiana Surety Bond Renewal |
ORAC |
TBD |
Regulatory Affairs and Compliance |
|
Indiana, Surety Bond |
|
|
| TBD-State Authority License Renewals and Reports - Components include: Accreditation Evidence, Curriculum Outlines, Enrollment Report, Graduate Rate Report, Average GPA report, Withdrawal report, Catalog Policies, Faculty Information, Audited Finacial Statement. |
| Report Name |
Produced By |
Timeline |
Report Access |
Data Source |
Key Terms |
Link to Report |
Link to SOP |
| IPEDS 12 month enrollment (E12) |
Institutional Analytics |
Fall |
|
|
IPEDS, 12 month enrollment, E12 |
|
|
| Unduplicated headcount of students entrolled over a 12-mo period. Because this enrollment measure encompasses an entire year, it provides a more complete picture of the number of students at non-traditional institutions that enroll students year round or for short-term programs. |
| Report Name |
Produced By |
Timeline |
Report Access |
Data Source |
Key Terms |
Link to Report |
Link to SOP |
| IPEDS Admissions (ADM) |
Institutional Analytics |
Winter |
|
|
IPEDS, ADM |
|
|
| Basic info collected from institutions that do not have an oopen admissions policy on the undergraduate selection process for first-time, degree/cerificate-seeking students. |
| Report Name |
Produced By |
Timeline |
Report Access |
Key Terms |
Link to Report |
Link to SOP |
|
IPEDS Completion Analysis
|
Institutional Analytics |
Annually each Fall (subject to DOE release timeline) |
Available to all |
IPEDS, Completion, Market Share, CIP Code |
|
Link goes here |
| This report uses publicly available IPEDS completion data to quantify the market share of institutions across various sectors. This analysis allows us to understand our current standing as well as potential growth opportunities. There is a one-year delay on information presented in the report. |
| Report Name |
Produced By |
Timeline |
Report Access |
Data Source |
Key Terms |
Link to Report |
Link to SOP |
| IPEDS Fall Enrollment (EF) |
Institutional Analytics |
Spring |
|
|
IPEDS, Fall Enrollment |
|
|
| Measure of student access to higher ED at traditional institutions. Data collected for all students enrolled in credit-bearing courses/programs which could potentially lead to awards ranging from postsecondary certs of less than 1 yr to doctoral degrees. |
| Report Name |
Produced By |
Timeline |
Report Access |
Key Terms |
Link to Report |
Link to SOP |
| Lead Enrollment Analysis |
Institutional Analytics |
Refreshes daily at the following times (EST):
1:30am
8:30am
11:30am
2:30pm
5:30pm
8:30pm |
Accessed via Power BI - ACE Institutional Analytics Reports App |
Partnership
Inquiries
Enrollment Status
App Status |
Lead Enrollment Analysis
|
Link goes here |
|
Report contained in PBI IA App consiting of two pages.
- Inquiries contains Inquiries by Year, Inquiries by Parternship and State, Inquiries by Partnership and Year, Weekly Inquiries by State, and Monthly Inquiries By State
- Enrollments contains Applications by State broken out by App Status, Applications by Parternship and App Status, Monthly Applications by App Status, and Application by Year by App Status.
Both pages can be filtered by Year, Month, Week, State, and Partnership
|
| Report Name |
Produced By |
Timeline |
Report Access |
Data Source |
Key Terms |
Link to Report |
Link to SOP |
| Legislative Update Tracker |
ORAC |
Monthly |
Regulatory Affairs and Compliance |
|
Legislative Update, Tracker |
|
|
| Used with monthly meetings with Academics |
| Report Name |
Produced By |
Timeline |
Report Access |
Data Source |
Key Terms |
Link to Report |
Link to SOP |
| Loan Servicer Application/NMSL (MU1) |
ORAC |
TBD |
Regulatory Affairs and Compliance |
|
Loan Servicer, Application, NMSL, MU1 |
|
|
| TBD-Lender License Renewals-Components include Business License information, Audited Financial Statements, Officer and BOT personel information, Surety Bonds. |
| Report Name |
Produced By |
Timeline |
Report Access |
Data Source |
Key Terms |
Link to Report |
Link to SOP |
| Louisianna Secretary of State License Renewal |
ORAC |
Annual |
Regulatory Affairs and Compliance |
ORAC |
Lousianna Secretary of State, License Renewal |
|
|
| Required business license pursuant to authority, physical prescence or tax nexus. Components include: Business license evidence, BOT or Executive Officers list and personel information, Corporate tax status or report, state income or revenue reporting, tax payment calculations and payments, evidence of insurance or surety bonds. |
| Report Name |
Produced By |
Timeline |
Report Access |
Data Source |
Key Terms |
Link to Report |
Link to SOP |
| Maryland Debt Collector Renewal |
ORAC |
Annual |
Regulatory Affairs and Compliance |
|
Maryland, Debt Collector |
|
|
| TBD-Debt Collector License Renewals-Components include-Business License information, Audited Financial Statements, Officer and BOT personnel information, Surety Bonds. |
| Report Name |
Produced By |
Timeline |
Report Access |
Data Source |
Key Terms |
Link to Report |
Link to SOP |
| Maryland Loan Servicer Renewal |
ORAC |
TBD |
|
|
Maryland, Loan Servicer |
|
|
| TBD-Lender License Renewals-Components include Business License information, Audited Financial Statements, Officer and BOT personel information, Surety Bonds. |
| Report Name |
Produced By |
Timeline |
Report Access |
Data Source |
Key Terms |
Link to Report |
Link to SOP |
| Maryland Secretary of State License and Personal Property Return |
ORAC |
|
|
ORAC-Maryland Secretary of State License and Personal Property Return |
Maryland Secretary of State, Person Property |
|
|
| Required business license pursuant to authority, physical prescence or tax nexus. Components include: Business license evidence, BOT or Executive Officers list and personel information, Corporate tax status or report, state income or revenue reporting, tax payment calculations and payments, evidence of insurance or surety bonds. |
| Report Name |
Produced By |
Timeline |
Report Access |
Data Source |
Key Terms |
Link to Report |
Link to SOP |
| Melt Summary |
Institutional Analytics |
Every Term |
Access restricted in SharePoint Institutional Analytics-only sent to certain stakeholders |
SSRS-Term Outcomes Report |
Melt, drop, apply, enroll, drop date |
|
|
| Students who apply and enroll, but do not show up for the first course, students who show up for the first course but not before the drop date. |
| Report Name |
Produced By |
Timeline |
Report Access |
Data Source |
Key Terms |
Link to Report |
Link to SOP |
| Missouri Secretary of State License Renewal |
ORAC |
|
|
ORAC |
Missouri Secretary of State, License, Renewal |
|
|
| Required business license pursuant to authority, physical prescence or tax nexus. Components include: Business license evidence, BOT or Executive Officers list and personel information, Corporate tax status or report, state income or revenue reporting, tax payment calculations and payments, evidence of insurance or surety bonds. |
| Report Name |
Produced By |
Timeline |
Report Access |
Data Source |
Key Terms |
Link to Report |
Link to SOP |
| Montana Secretary of State License Renewal |
ORAC |
|
|
ORAC |
Montana Secretary of State, License, Renewal |
|
|
| Required business license pursuant to authority, physical prescence or tax nexus. Components include: Business license evidence, BOT or Executive Officers list and personel information, Corporate tax status or report, state income or revenue reporting, tax payment calculations and payments, evidence of insurance or surety bonds. |
| Report Name |
Produced By |
Timeline |
Report Access |
Data Source |
Key Terms |
Link to Report |
Link to SOP |
| Monthly Book Value |
Finance |
Monthly |
Report is restricted in SharePoint to the Finance Group |
NAV |
Book value, fixed assets |
|
|
| Monthly book value report for fixed asset tie out. |
| Report Name |
Produced By |
Timeline |
Report Access |
Data Source |
Key Terms |
Link to Report |
Link to SOP |
| Monthly Financial Statements |
Finance |
Monthly |
Report is restricted in SharePoint to the Finance Group |
NAV (Jet Reports)/SharePoint |
Balance sheet, income statement, cash flow statement |
|
|
| Monthly financial statements (balance sheet, income statement and cash flow statement) |
N
| Report Name |
Produced By |
Timeline |
Report Access |
Data Source |
Key Terms |
Link to Report |
Link to SOP |
| NC SARA Enrollment and Field Experience Data |
ORAC |
|
|
|
NC SARA, Enrollment and Field, Experience Data |
|
|
| Required as part of overall SARA renewal. All reports are provided to BPE and SARA. Components include: Accreditation Evidence, Enrollment and Graduate Rate Report, Withdrawal Report, Faculty Information, Field Placement and Location Report, professional licensure disclosure evidence, business license evidence. |
| Report Name |
Produced By |
Timeline |
Report Access |
Data Source |
Key Terms |
Link to Report |
Link to SOP |
| NC SARA Annual Renewal |
ORAC |
Annual |
|
|
NC SARA, Annual Renewal, NC SARA Annual Renewal |
|
|
| Required as part of overall SARA renewal. All reports are provided to BPE and SARA. Components include: Accreditation Evidence, Enrollment and Graduate Rate Report, Withdrawal Report, Faculty Information, Field Placement and Location Report, professional licensure disclosure evidence, business license evidence. |
| Report Name |
Produced By |
Timeline |
Report Access |
Data Source |
Key Terms |
Link to Report |
Link to SOP |
| NC SARA Enrollment and Field Experience Data Extraction |
Institutional Analytics/Academics |
|
|
|
NC SARA, Enrollment and Field, Experience Data Extraction |
|
|
| Required as part of overall SARA renewal. All reports are provided to BPE and SARA. Components include: Accreditation Evidence, Enrollment and Graduate Rate Report, Withdrawal Report, Faculty Information, Field Placement and Location Report, professional licensure disclosure evidence, business license evidence. |
| Report Name |
Produced By |
Timeline |
Report Access |
Data Source |
Key Terms |
Link to Report |
Link to SOP |
| New Jersey (5 yr renewal) |
ORAC |
Every 5 years |
|
|
New Jersey |
|
|
| 5 year requirement-State Authority License Renewals and Reports-Components include: Accreditation Evidence, Curriculum Outlines, Enrollment Report, Graduate Rate Report, Average GPA report, Withdrawal report, Catalog Policies, Faculty Information, Audidted Financial Statement. |
| Report Name |
Produced By |
Timeline |
Report Access |
Data Source |
Key Terms |
Link to Report |
Link to SOP |
| New Jersey Secretary of State License Renewal |
ORAC |
|
|
|
New Jersey, Secretary of State, License Renewal |
|
|
| Required business license pursuant to authority, physical prescence or tax nexus. Components include: Business license evidence, BOT or Executive Officers list and personel information, Corporate tax status or report, state income or revenue reporting, tax payment calculations and payments, evidence of insurance or surety bonds. |
| Report Name |
Produced By |
Timeline |
Report Access |
Data Source |
Key Terms |
Link to Report |
Link to SOP |
| New Mexico Secretary of State License Renewal |
ORAC |
|
|
|
New Mexico, Secretary of State, License Renewal |
|
|
| Required business license pursuant to authority, physical prescence or tax nexus. Components include: Business license evidence, BOT or Executive Officers list and personel information, Corporate tax status or report, state income or revenue reporting, tax payment calculations and payments, evidence of insurance or surety bonds. |
| Report Name |
Produced By |
Timeline |
Report Access |
Data Source |
Key Terms |
Link to Report |
Link to SOP |
| NPSAS National Post Secondary Aid Study |
Institutional Analytics |
|
|
Analytics |
NPSAS National, Secondary Aid Study |
|
|
| |
| Report Name |
Produced By |
Timeline |
Report Access |
Data Source |
Key Terms |
Link to Report |
Link to SOP |
| Nursing Program Tracker |
ORAC |
Quarterly |
Regulatory Affairs and Compliance |
|
Nursing Program, Tracker, Nursing Program Tracker |
|
|
| Used for quarterly meetings |
O
| Report Name |
Produced By |
Timeline |
Report Access |
Data Source |
Key Terms |
Link to Report |
Link to SOP |
| Ohio 5 year renewal (EL, TESOL) |
ORAC |
Evert 5 years |
|
ORAC |
Ohio 5 year renewal |
|
|
| 5 year renewal-Components include: Accreditation Evidence, Curriculum Outlines, Enrollment Report, Graduate Rate Report, Average GPA report, Withdrawal report, Catalog Policies, Faculty Information, Audited Financial statement. |
| Report Name |
Produced By |
Timeline |
Report Access |
Data Source |
Key Terms |
Link to Report |
Link to SOP |
| Ohio Board of Regents (OBR) Survey Data x 3 each year |
ORAC |
3x’s per year |
|
|
Ohio Board of Regents, OBR, Survey Data |
|
|
| Student Survey assistance requirement. State Authority License Renewals and Reports-Components include: Accreditation Evidence, Curriculum Outlines, Enrollment Report, Graduate Rate Report, Average GPA report, Withdrawal report, Catalog Policies, Faculty Information, Audited Financial statement. |
| Report Name |
Produced By |
Timeline |
Report Access |
Data Source |
Key Terms |
Link to Report |
Link to SOP |
| Ohio Debt Collector Renewal |
ORAC |
|
Regulatory Affairs and Compliance |
|
Ohio Debt, Collector Renewal, Ohio Debt Collector Renewal |
|
|
| TBD-Debt Collector License Renewals-Components include-Business License information, Audited Financial Statements, Officer and BOT personnel information, Surety Bonds. |
| Report Name |
Produced By |
Timeline |
Report Access |
Data Source |
Key Terms |
Link to Report |
Link to SOP |
| Ohio Loan Servicer Application |
ORAC |
TBD |
|
|
Ohio Loan, Servicer Application, Ohio Loan Servicer Application |
|
|
| TBD-Lender License Renewals-Components include Business License information, Audited Financial Statements, Officer and BOT personel information, Surety Bonds |
| Report Name |
Produced By |
Timeline |
Report Access |
Data Source |
Key Terms |
Link to Report |
Link to SOP |
| Ohio MRS Data exptraction for report |
ORAC |
|
|
ORAC |
Ohio MRS, exptraction for report |
|
|
| Annual EL Program renewal requirement. State Authority License Renewals and Reports-Components include: Accreditation Evidence, Curriculum Outlines, Enrollment Report, Graduate Rate Report, Average GPA report, Withdrawal report, Catalog Policies, Faculty Information, Audited Financial statement. |
| Report Name |
Produced By |
Timeline |
Report Access |
Data Source |
Key Terms |
Link to Report |
Link to SOP |
| Ohio MRS Report |
ORAC |
|
|
|
Ohio MRS, Ohio MRS Report |
|
|
| Annual EL Program renewal requirement. State Authority License Renewals and Reports-Components include: Accreditation Evidence, Curriculum Outlines, Enrollment Report, Graduate Rate Report, Average GPA report, Withdrawal report, Catalog Policies, Faculty Information, Audited Financial statement |
| Report Name |
Produced By |
Timeline |
Report Access |
Data Source |
Key Terms |
Link to Report |
Link to SOP |
| Ohio Secretary of State License Renewal |
ORAC |
|
|
ORAC |
Ohio Secretary, State License Renewal |
|
|
| Required business license pursuant to authority, physical prescence or tax nexus. Components include: Business license evidence, BOT or Executive Officers list and personel information, Corporate tax status or report, state income or revenue reporting, tax payment calculations and payments, evidence of insurance or surety bonds. |
| Report Name |
Produced By |
Timeline |
Report Access |
Data Source |
Key Terms |
Link to Report |
Link to SOP |
| Oklahoma-Annual Certificate of Capital Invested in the State |
ORAC |
Annual |
|
|
Oklahoma-Annual, Capital invested in the State |
|
|
| Required business license pursuant to authority, physical prescence or tax nexus. Components include: Business license evidence, BOT or Executive Officers list and personel information, Corporate tax status or report, state income or revenue reporting, tax payment calculations and payments, evidence of insurance or surety bonds. |
| Report Name |
Produced By |
Timeline |
Report Access |
Data Source |
Key Terms |
Link to Report |
Link to SOP |
| Ongoing final numbers by term-Finance Version-Use as of Jan 2018 |
Registrar |
Every Term |
Report resides on SharePoint websited with restricted access |
Campus Nexus/SSRS/PowerBI |
Ongoing final numbers |
|
|
| Report is an Excel workbook listing the final numbers at each term (an overview of other reports). Finance (Nicole Scarsella) verifies numbers with SSRS and Power BI and enters the program level details on the actual vs budget tracking documents. |
| Report Name |
Produced By |
Timeline |
Report Access |
Data Source |
Key Terms |
Link to Report |
Link to SOP |
| Oregon Secretary of State License Renewal |
ORAC |
|
|
ORAC |
Oregon Secretary, State License Renewal |
|
|
| Required business license pursuant to authority, physical prescence or tax nexus. Components include: Business license evidence, BOT or Executive Officers list and personel information, Corporate tax status or report, state income or revenue reporting, tax payment calculations and payments, evidence of insurance or surety bonds. |
| Report Name |
Produced By |
Timeline |
Report Access |
Data Source |
Key Terms |
Link to Report |
Link to SOP |
| Outstanding Checklist |
Finance |
Monthly |
Finance |
NAV |
Outstanding, checklist, bank reconciliations |
|
|
| Monthly outstanding checklist after bank reconciliations. |
P
| Report Name |
Produced By |
Timeline |
Report Access |
Data Source |
Key Terms |
Link to Report |
Link to SOP |
| PA DOE-TBD |
TBD |
TBD |
TBD |
TBD |
TBD |
|
|
| Report listed from Tom Brouwer ORAC |
| Report Name |
Produced By |
Timeline |
Report Access |
Data Source |
Key Terms |
Link to Report |
Link to SOP |
| Payroll Summary |
Finance |
Payperiod |
Finance |
Paylocity |
Payroll Summary
|
|
|
| |
| Report Name |
Produced By |
Timeline |
Report Access |
Data Source |
Key Terms |
Link to Report |
Link to SOP |
| Pennsylvania Corporate Tax Report |
ORAC |
|
|
|
Pennsylvania Corporate Tax Report, Corporate Tax Report |
|
|
| Required business license pursuant to authority, physical prescence or tax nexus. Components include: Business license evidence, BOT or Executive Officers list and personel information, Corporate tax status or report, state income or revenue reporting, tax payment calculations and payments, evidence of insurance or surety bonds. |
Q
| Report Name |
Produced By |
Timeline |
Report Access |
Data Source |
Key Terms |
Link to Report |
Link to SOP |
| Quarterly Compliance Certificate |
Finance |
Quarterly |
|
|
Quarterly Compliance, Quarterly Compliance Certificate |
|
|
| |
R
| Report Name |
Produced By |
Timeline |
Report Access |
Data Source |
Key Terms |
Link to Report |
Link to SOP |
| Reg Affairs & Compliance SOS_SUI_SIT Tracker |
ORAC |
|
|
ORAC |
SIT, SOS, SUI |
|
|
| Contains list of SOS State accounts, and Payroll tax SIT and SIU accounts |
| Report Name |
Produced By |
Timeline |
Report Access |
Data Source |
Key Terms |
Link to Report |
Link to SOP |
| Registration by Degree Type |
Database-SSRS |
|
|
|
Registration by Degree Type |
|
|
| |
| Report Name |
Produced By |
Timeline |
Report Access |
Data Source |
Key Terms |
Link to Report |
Link to SOP |
| Registration/Financing Hold Report |
Finance |
|
|
|
Registration, Financing Hold Report |
|
|
| |
| Report Name |
Produced By |
Timeline |
Report Access |
Data Source |
Key Terms |
Link to Report |
Link to SOP |
| RIC tracker (loan and debt collector applications) |
ORAC |
|
|
|
RIC tracker, loan and debt collector |
|
|
| Used for initial state identification and license application tracking |
S
| Report Name |
Produced By |
Timeline |
Report Access |
Data Source |
Key Terms |
Link to Report |
Link to SOP |
| Scholarship and Grant historical tracker |
Marketing/Finance |
|
Regulatory Affairs and Compliance |
|
Scholoarship, Grant, historical tracker |
|
|
| Historical and current record of all institutional programs. |
| Report Name |
Produced By |
Timeline |
Report Access |
Data Source |
Key Terms |
Link to Report |
Link to SOP |
| South Carolina-Corporate Income Tax Return & Annual Report |
ORAC |
Annual |
|
|
South Carolina, Corporate Income Tax Return, Annual Report |
|
|
| Required business license pursuant to authority, physical prescence or tax nexus. Components include: Business license evidence, BOT or Executive Officers list and personel information, Corporate tax status or report, state income or revenue reporting, tax payment calculations and payments, evidence of insurance or surety bonds. |
| Report Name |
Produced By |
Timeline |
Report Access |
Data Source |
Key Terms |
Link to Report |
Link to SOP |
| Student Faculty Demographics |
|
|
|
|
Student Faculty, Demographics, Student Faculty Demographics |
|
|
| |
| Report Name |
Produced By |
Timeline |
Report Access |
Data Source |
Key Terms |
Link to Report |
Link to SOP |
| Student Ops Enrollments-Active Enrollments by Degree Type and Program |
Database-SSRS |
|
|
|
Student Ops Enrollments, Active Enrollments |
|
|
| |
| Report Name |
Produced By |
Timeline |
Report Access |
Data Source |
Key Terms |
Link to Report |
Link to SOP |
| Student Ops-Registration |
Database-SSRS |
|
|
|
Student Ops, Registration, Student Ops-Registration |
|
|
| |
| Report Name |
Produced By |
Timeline |
Report Access |
Data Source |
Key Terms |
Link to Report |
Link to SOP |
| Student Right to Know Update on Website |
Institutional Analytics |
Annual |
|
|
Student Right to Know |
|
|
| |
| Report Name |
Produced By |
Timeline |
Report Access |
Data Source |
Key Terms |
Link to Report |
Link to SOP |
| Student Tuition Recovery Fund Assessment Reporting Form (STRF) |
Finance |
Quarterly |
Secured in the Finance SharePoint site |
Campus Nexus |
Student Tuition Recovery Fund, Assessment Reporting, STRF |
|
|
| Quarterly report provided to California reporting student enrollment information for potential recovery assessments. |
T
| Report Name |
Produced By |
Timeline |
Report Access |
Data Source |
Key Terms |
Link to Report |
Link to SOP |
| TEA 5 year renewal (EL) |
ORAC |
Every 5 years |
|
|
TEA 5 year renewal |
|
|
| 5 year requirement- Components include: Accreditation Evidence, Curriculum Outlines, Enrollment Report, Graduate Rate Report, Average GPA report, Withdrawal report, Catalog Policies, Faculty Information, Audited Financial statement |
| Report Name |
Produced By |
Timeline |
Report Access |
Data Source |
Key Terms |
Link to Report |
Link to SOP |
| TEA ASEP Data Extraction for reporting |
Institutional Analytics |
Annual |
|
Analytics |
TEA ASEP, Extraction for reporting |
|
|
| Annual report with new enrollment entry all year long. Components include: Accreditation Evidence, Curriculum Outlines, Enrollment Report, Graduate Rate Report, Average GPA report, Withdrawal report, Catalog Policies, Faculty Information, Audited Financial statement. |
| Report Name |
Produced By |
Timeline |
Report Access |
Data Source |
Key Terms |
Link to Report |
Link to SOP |
| Tennesee Secretary of State License Renewal |
ORAC |
|
|
ORAC |
Tennesee Secretary, State License Renewal |
|
|
| Required business license pursuant to authority, physical prescence or tax nexus. Components include: Business license evidence, BOT or Executive Officers list and personel information, Corporate tax status or report, state income or revenue reporting, tax payment calculations and payments, evidence of insurance or surety bonds. |
| Term Attrition |
| Produced By |
Institutional Analytics |
| Timeline |
Each Term |
| Report Access |
SSRS Access |
| Data Source |
Campus Nexus |
| Key Terms |
Attrition |
| Link to Report |
Link |
| Link to SOP |
Link |
For each term in the Report Date range, this report gathers students in an active status as of the term start + 10 days.
Of the active students found, indicate which have Withdrawn/Attrited within the term start + 10 days through the next term start date + 10 days. |
| Term Census Report |
| Produced By |
Institutional Analytics |
| Timeline |
By Term |
| Report Access |
All Employees |
| Data Source |
Campus Nexus |
| Key Terms |
Term, Melt, Add/Drop Period, Start, Census |
| Link to Report |
Link |
| Link to SOP |
Link |
| Report of all actively enrolled students each term. |
| Term Outcomes |
| Produced By |
Institutional Analytics |
| Timeline |
By Term |
| Report Access |
All Employees |
| Data Source |
Campus Nexus |
| Key Terms |
Term, Melt, Add/Drop Period, Start |
| Link to Report |
Link |
| Link to SOP |
Link |
| This report is used to monitor build-up and melt of students during the add/drop period of a term start. It shows the rate at which students cancel or change their start date prior to term start and the rate at which students cancel or change their start date during first ten days of term start. At the end of the ten day period, the report will reflect the total number of students in the term cohort and of those, how many actually started classes. |
| Texas Corporate Franchise Tax Report and Public Information Report |
| Produced By |
ORAC |
| Timeline |
|
| Report Access |
|
| Data Source |
|
| Key Terms |
TX |
| Link to Report |
Link |
| Link to SOP |
Link |
| Required business license pursuant to authority, physical prescence or tax nexus. Components include: Business license evidence, BOT or Executive Officers list and personel information, Corporate tax status or report, state income or revenue reporting, tax payment calculations and payments, evidence of insurance or surety bonds. |
| Texas Education Agency (TEA) Annual ASEP reporting |
| Produced By |
ORAC |
| Timeline |
Annual |
| Report Access |
|
| Data Source |
|
| Key Terms |
TX, ASEP |
| Link to Report |
Link |
| Link to SOP |
Link |
| Verification of enrollments, graduates and continued Ed. Components include: Accreditation Evidence, Curriculum Outlines, Enrollment Report, Graduate Rate Report, Average GPA report, Withdrawal report, Catalog Policies, Faculty Information, Audited Financial statement. |
U
| Report Name |
Produced By |
Timeline |
Report Access |
Data Source |
Key Terms |
Link to Report |
Link to SOP |
| Utah Secretary of State License Renewal |
ORAC |
|
|
ORAC |
Utah Secretary, State License Renewal |
|
|
| Required business license pursuant to authority, physical prescence or tax nexus. Components include: Business license evidence, BOT or Executive Officers list and personel information, Corporate tax status or report, state income or revenue reporting, tax payment calculations and payments, evidence of insurance or surety bonds. |
W
| Report Name |
Produced By |
Timeline |
Report Access |
Data Source |
Key Terms |
Link to Report |
Link to SOP |
| Washington Secretary of State License Renewal |
ORAC |
|
|
ORAC |
Washington Secretary, Washington Secretary State License Renewal, State License Renewal |
|
|
| Required business license pursuant to authority, physical prescence or tax nexus. Components include: Business license evidence, BOT or Executive Officers list and personel information, Corporate tax status or report, state income or revenue reporting, tax payment calculations and payments, evidence of insurance or surety bonds. |
| Report Name |
Produced By |
Timeline |
Report Access |
Data Source |
Key Terms |
Link to Report |
Link to SOP |
| Wyoming-Annual Corporation Report and Licenses Tax |
ORAC |
|
|
ORAC |
Wyoming Annual Corporation Report, Licenses Tax |
|
|
| Required business license pursuant to authority, physical prescence or tax nexus. Components include: Business license evidence, BOT or Executive Officers list and personel information, Corporate tax status or report, state income or revenue reporting, tax payment calculations and payments, evidence of insurance or surety bonds. |
#
| Report Name |
Produced By |
Timeline |
Report Access |
Data Source |
Key Terms |
Link to Report |
Link to SOP |
| 1098-T Reporting |
Finance |
Annual |
Finance |
Campus Nexus |
Tuition statement, IRS Form, Eligible Education Institutions, Reportable transactions |
|
|
| Eligible educational institutions file Form 1098-T for each student they enroll and for whom a reportable transaction is made. |
| Report Name |
Produced By |
Timeline |
Report Access |
Data Source |
Key Terms |
Link to Report |
Link to SOP |
| 1099-DIV Reporting |
Finance |
Annual |
Finance |
NAV |
Dividends, 1099-DIV, 1099 |
|
|
| Used by banks and other financial institutions to report dividends and other distributions to taxpayers and to the IRS. |
| Report Name |
Produced By |
Timeline |
Report Access |
Data Source |
Key Terms |
Link to Report |
Link to SOP |
| 1099-MISC Reporting |
Finance |
Annual |
Finance |
NAV |
IRS Form, Taxpayers, non-employee compensation |
|
|
| IRS form taxpayers use to report non-employee compensation. This is generally a business payment-not a personal payment. |
| Report Name |
Produced By |
Timeline |
Report Access |
Data Source |
Key Terms |
Link to Report |
Link to SOP |
| 30-60-90-120 Day Conversion |
Institutional Analytics |
|
Power BI app permission settings. |
Power BI |
30-60-90-120, Conversion |
|
|
| |
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