Reports Required by System Policies

Executive Vice Chancellor for Finance

Policy Number Required Report Report Format Responsible SAGO Office Frequency Date Due to SAGO Date Due to Board Prepared By
12.01 Declaration of Financial ExigencyBoard Concurrence(Programmatic and Financial Consideration) Agenda Item EVCF As required Board Schedule Board Schedule CEOCFOCAO
13.03 TPEG and Other Appropriated Scholarships, Guidelines and Rules; Modifications Agenda Item EVCF As required Board Schedule Board Schedule SOBA
17.02 Report of Disclosure of Patentable Discoveries Report TLO Each Fiscal Quarter Fiscal Quarter Fiscal Quarter CEO
17.02 Licensing Agreement Report Status & Distribution of Revenues Report TLO Annually Fall of the Year Board Schedule CEO
17.02 Report of New Licenses Report TLO Each Fiscal Quarter Fiscal Quarter Fiscal Quarter CEO
17.02 Report of Equity Interest or Participation of Employees Govt. Report TLO Annually October By Nov. 1 TLO
18.02 Report on Financial Status of Athletic Programs (See Academic Report) Report EVCF Annually Fall Board Schedule CEOCFO
21.05 Acceptance of Gifts Agenda Item SOBA As required Board Schedule Board Schedule SOBA
22.02 Annual Report for Revision of System Investment Policy Report TS Annually Board Schedule Board Schedule TS
22.02 Quarterly Investment Report Report TS Quarterly Board Schedule Board Schedule TS
22.02 System Depositories Authorization Agenda Item TS As required Board Schedule Board Schedule TS
22.03 Quasi Endowments (Establish or Abolish) Agenda Item TS As required Board Schedule Board Schedule CEO
23.02 Issuance of System Bonded Indebtedness Agenda Item TS As required Board Schedule Board Schedule TS
23.02 Conversion to Long-Term Debt Agenda Item TS As required Board Schedule Board Schedule TS
23.02 Debt Financing Resources Agenda Item TS As required Board Schedule Board Schedule TS
23.02 Status of Revenue Financing System Report TS Annually November January TSCEO
24.02 Report of Status of Health and Safety Program Report RM&S Annually Fall Fall RM&S
24.02 Report of Status of Environmental Management Program Report RM&S Annually Fall Fall RM&S
25.07 Contracts for Real Property, $300,000 and/or More Than Five Years Agenda Item EVCF As required Board Schedule Board Schedule CEO
26.02 Public Hearing and Approval of Fees Agenda Item SOBA Annually January March CEO
26.02 Field Trip Fees Agenda Item SOBA Annually January March CEO
27.02 Legislative Appropriation Request Summary Report: Executive Summary (Review); Detailed Request in Board Office LARExecutive Summary SOBA Biennially Fall Board Schedule CEO
27.03 Annual Operating Budgets (Guidelines and Summary Budget)Detailed Budgets in Board Office Executive Summary Budget SOBA Annually Spring or Summer Board Schedule SOBA
27.04 Budget Increases Above $300,0000 Agenda Item SOBA As required Next Board Meeting Board Schedule CEO
27.04 Budget Increases of $300,000 or Less by the Chancellor Agenda Item SOBA Annually Board Schedule Board Schedule CEO
28.02 Privatization of Business Activities (See System Policy 41.09) Agenda Item EVCF As required Board Schedule Board Schedule CEO
28.03 Report of Vending Operations Report SOBA Annually Fall Board Schedule CEO
41.01 Bequest of Real Property Acceptance Gift List SREO As required Board Schedule Board Schedule CEO
41.02 Purchase of Real Property Agenda Item SREO As required Board Schedule Board Schedule CEO
41.03 Real Property Condemnation Agenda Item SREO As required Board Schedule Board Schedule CEO
41.05 Easement and Permit Fees (Less Exclusion Under Paragraphs 8,9,and 10.) Agenda Item SREO As required Board Schedule Board Schedule SREO
41.05 Surface Leases Over 5 Years or $300,000 Agenda Item SREO As required Board Schedule Board Schedule SREO
41.05 Easements for an Indefinite Period Agenda Item EVCF As required Board Schedule Board Schedule SREO
41.06 Mineral Lease Public Auction Agenda Item EVCF As required Board Schedule Board Schedule SREO
41.07 Transfer of Ownership of Real Property Agenda Item EVCF As required Board Schedule Board Schedule SREO
41.09 Privatization of On-Campus Housing (See System Policy 28.02) Agenda Item SREO As required Board Schedule Board Schedule CEO
51.02 Selection of Project Architect/Engineer Agenda Item FPC As required Board Schedule Board Schedule FPC
51.06 Naming of Buildings or Plan Agenda Item EVCF As required Board Schedule Board Schedule CEO
51.07 Preservation of Historical Properties Agenda Item EVCF As required Board Schedule Board Schedule CEO