COI Custom Reports Overview

 

The Super User will have access to the Custom Reports tab header.  Clicking on this tab will bring the Super User to a screen which allows for the entry of various search criteria in order to produce desired reports.  You can search by individual items (such as Last Name only, or on Board only etc.) or by combinations of elements (such as Last Name and First Name, or Last Name and Board, etc.).

 

All information displayed on this page is read only and cannot be modified.  The following columns appear in the search results grid; Name, Supervisor, Title, Policy Question, Outside Activity, Equity Interest, Family Interest, Other Activity, Current COI Report and Date Submitted.  All columns, except Current COI Report, can be sorted by clicking on the column header title link.  The arrow indicates the screen is sorted to that column in either ascending or descending order.  The default sort order of the data is ascending Name (Last Name, First Name). 

 

The page displays 20 records per page.  If a user has access to more than 20 records, the paging links located at the top right or bottom right of the grid (First Page | Previous Page | Next Page | Last Page) will allow the user to scroll through all records.

 

At the bottom right of the grid, just below the (First Page | Previous Page | Next Page | Last Page), there are the following buttons:

 

 

 

Screenshots for Custom Reports

 

Main Screen Elements

Column Name

Description

Search Elements

 

Last Name

Last Name

First Name

First Name

User Name

Partners Logon ID

Start Date

Returns any items that were submitted on the date entered

End Date

Returns any items that were submitted on the date entered

Nothing to Disclose

Checking this box would bring back individuals who did NOT have any Outside Activities, Equity Interests, or Family Interests

Role

This field is used for reporting purposes.  The current roles are:

  • President

  • Chief / Chair

  • Unit / Division Chief

  • Admin Supervisor

  • Member

  • Chairperson

  • Other

Individual Chart I

Checking this returns any individuals who indicated they had Outside Activities.  This box will be non-enterable (“grayed out”) if either of the Outside Trustee Chart boxes is checked. It will also introduce an additional panel to allow for further selection by the following elements:

  • Outside Activity

  • Annual Equity Compensation

  • Fiduciary Position

  • Value of Total Equity Owned

  • Written Agreement

  • Days Spent on Outside Activity

  • Aggregate Equity – checking this box aggregates the ‘Value of Total Equity Owned’ across all Outside Activities for the individual

  • Annual Cash Compensation

Individual Chart II

Checking this returns any individuals who indicated they had Equity Interests.  This box will be non-enterable (“grayed out”) if either of the Outside Trustee Chart boxes is checked. It will also introduce an additional panel to allow for further selection by the following elements:

  • Value of Equity Interest

Individual Chart III

Checking this returns any individuals who indicated they had Family Associations and Equity Interests.  This box will be non-enterable (“grayed out”) if either of the Outside Trustee Chart boxes is checked. It will also introduce an additional panel to allow for further selection by the following elements:

  • Family Member

  • Family Member’s Association

  • Value of Equity Interest

Individual Chart IV

Checking this returns any individuals who indicated they had Intellectual Property.  This box will be non-enterable (“grayed out”) if either of the Outside Trustee Chart boxes is checked. It will also introduce an additional panel to allow for further selection by the following elements:

  • Paid by Partners

  • Purpose of payment

  • Nature of payment

  • Annual Payment

Outside Trustee Chart I

Checking this returns any Outside Trustees who indicated they had Associations with a Non-Partners Entity.  This box will be non-enterable (“grayed out”) if any of the Individual Chart boxes are checked. It will also introduce an additional panel to allow for further selection by the following elements:

  • Non-Partners Association

  • Brief Description of non-Partners Entity’s Business

  • Associated Family Member (This item appear upon checking the box, but it is not enterable (‘grayed out’) unless the Outside Trustee Chart II box is also checked.

Outside Trustee Chart II

Checking this returns any Outside Trustees who indicated they had Family Members who had Associations with a Non-Partners Entity.  This box will be non-enterable (“grayed out”) if any of the Individual Chart boxes are checked. It will also introduce an additional panel to allow for further selection by the following elements:

  • Non-Partners Association

  • Brief Description of non-Partners Entity’s Business

  • Associated Family Member

Non-Partners Entity

Returns selected Non-Partners Entity if it was entered on any of the following forms:

Individual:

  • Outside Activity, Equity Interest, or Family Association

Trustees:

  • Equity Interest or Family Association

Business Nature of Outside Entity

Returns selected Business Nature of Outside Entity if it was entered on any of the following forms:

Individual:

  • Outside Activity, Equity Interest, or Family Association

Trustee:

  • Equity Interest or Family Association

Publicly Traded Company

Returns selected Publicly Traded Company (yes or no) if it was entered on any of the following forms:

Individual:

  • Outside Activity, Equity Interest, or Family Association

Trustee:

  • Equity Interest or Family Association

% of Total Equity Owned

Returns selected % of Total Equity Owned if it was entered on any of the following forms:

Individual:

  • Outside Activity, Equity Interest, or Family Association

Trustee:

  • Equity Interest or Family Association

Grid Elements

 

Name

Name of the Individual

Supervisor

Individual’s immediate Supervisor who reviews their COI

Title

Individual’s Title (if entered)

 

Policy Question

An Asterisk in this field indicates heightened concern due to any of the following:

  • An individual has fiduciary obligations to an outside company or organization (e.g., serving on the Board of Directors)

  • An individual is receiving compensation in excess of $30,000 cash per year from an Outside Entity, equity compensation (including stock options) is valued at more than $30,000, a combination of cash and equity in excess of $30,000, or whose equity holdings consists of more than 1% of the total equity compensation for that outside organization.

  • An individual has more than 5 written or oral agreements to provide consulting or other services to Outside Entities.

  • An individual is providing consulting services to an investment or financial corporation.

  • An individual indicated that he or she spent more than 52 days on a single outside activity

 

Outside Activity

Y or N depending upon how the individual answered the questions on the COI disclosure

Equity Interest

Y or N depending upon how the individual answered the questions on the COI disclosure

Family Interest

Y or N depending upon how the individual answered the questions on the COI disclosure

IP Payment

Y or N depending upon how the individual answered the questions on the COI disclosure

Other Activity

Indicates whether the individual is associated with any Agreements or Protocols within Insight

Current COI Report

PDF Report

Date Submitted

Date the individual last submitted the COI