Web Sales

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Please tell us what you might be interested in purchasing when we go live in a few months. Your answers will help us to organize our web services to serve our clients most effectively. Just mark the items on the left and complete the form at the bottom. Any additional comments you may have are also welcome.

Web Products and Services

  • Tools, Templates & Models Details Initial Purchase Price Initial Consultant Training & Support Annual Registration Fee
    Financial and Other Analysis Tools

  • More Details Free None None

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  • More Details $2,500 One Day $500

  • More Details $2,500 One Day $500

  • More Details Free None None

  • More Details $4500 Two Days $500

  • More Details $4500 Two Days $500

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  • More Details $2500 One Day $500

  • More Details $2500 One Day $500

  • More Details $2500 One Day $500

  • More Details $2500 One Day $500

  • More Details $20,500 Ten Days None
  • Department of Education Required State Distance Education Licensure

  • More Details $6,250 None None

  • More Details $1,250/State 1 None None

  • More Details Minimum of $3,750 1,2 None None
  • Institutional Policy Best Practice Text

  • More Details $100 to $500 per Policy None None

  • More Details $100 to $500 per Policy None None

  • More Details $100 to $500 per Policy None None

  • More Details $100 to $500 per Policy None None

  • More Details $100 to $500 per Policy None None

  • More Details $100 to $500 per Policy None None

  • More Details $100 to $500 per Policy None None
  • Strategic Planning

  • More Details Free None None

  • More Details Free None None

  • More Details $4,500 Two Days $500

  • More Details $8,500 Four Days $500

  • More Details $4,500 Two Days $500

  • More Details $24,500 Twelve Days $500

  • More Details $5000 Two Days $500
  • 1Plus State Application Fees. 2 Four states currently require full licensure; our fee in those states ranges between $3,750 and $26,250.

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Tools – Checklist Bonds

Tools – Checklist Loans

Tools – Common Higher Education, Business, and Credit Rating Ratios

Tools – Dashboard

Tools – Depreciation

Tools – Financial Aid Matrix

Tools –Fixed Debt Payments

Tools – Net Present Value

Tools – Formulas for Different Methods for Computing the Time Value of Money

Analytics – Department of Education (DOE) Financial Test of Responsibility Template

Analytics – Financial Condition, Marketing, and Management Diagnostics

Analytics – Three Key Analysis Sheets

Forecast Level 1 – Quick Budget Estimator

Analytics – Custom Designed Responsibility Centered Models

State Licensure Program:  Joint Project of Stevens Strategy, LLC® and Figuli Law Firm

Compliance with Department of Education State Licensure Requirements

The U.S. Department of Education has mandated that by July 1, 2014, all institutions of higher education must show good faith efforts towards compliance with 34 CFR 600.9(c) which states:

“If an institution is offering postsecondary education through distance or correspondence education to students in a State in which it is not physically located or in which it is otherwise subject to State jurisdiction as determined by the State, the institution must meet any State requirements for it to be legally offering postsecondary distance or correspondence education in that State. An institution must be able to document to the Secretary the State’s approval upon request.”
An institution is required to obtain approval from a state regulatory agency if the institution’s activities trigger a “presence” in the state. The definition of presence and the activities that trigger it vary greatly from state to state. The rules and procedures governing compliance are challenging to navigate and require a solid understanding of the technicalities and legal nuances associated with regulatory compliance management.

Due to the ever-changing nature of the regulatory framework, risk management has become a significant issue. Conflicting requirements can result in unintended consequences that can have a severe negative impact on an institution’s business model. When institutions offer instruction to students in various states through online delivery, protecting the “home institution” from undue regulatory reach and limiting exposure to site visits of the “home campus” by regulators from other states becomes crucial.  The expertise in knowing how and when to “push back” against unreasonable and illegal requests from regulatory bodies is vital to the efficient operation of the institution.

Stevens Strategy®, LLC has partnered with Figuli Law Group to analyze each state’s licensing requirements and to offer our clients comprehensive services to respond to this regulatory morass.  Together, Stevens Strategy and Figuli Law Group have well over 50 years of experience in advising colleges and universities in the US and throughout the world.

We have spent more than 200 hours collecting information from each state to develop our State-by-State Survey.  The experience and the contacts we have gained through our direct work with those state licensing agencies have given us knowledge of the “real” licensing requirements, enabling us to provide unparalleled guidance tailored to your institution’s needs.

Our services range from the provision of a report summarizing each state’s licensure requirements and contact information (State-by-State Survey), to preparing state-by-state registration and exemption applications, to completing applications for licensure in each applicable state.

The cost of compliance depends on the level of service your institution requires, which will be determined by your answers to a brief questionnaire.  The questionnaire ascertains your state-by-state compliance profile based upon your activities within each state.
The services we provide are customizable and will be determined based on your institution’s compliance profile and the filing requirements that are necessary in each applicable state. The requirements of a limited number of states are very extensive, equivalent to an accreditation application, so prices vary–in some cases dramatically–by state.


Service Fee
State By State Survey $6,250
Notification, Registration or Application for Exemption with State(s) $1,250/State
Application for Licensure with State(s) $3,750 – $52,500


Volume I – Governance and Administration

Model Board Bylaws
Model Faculty Senate Bylaws
Model Student Government Association Bylaws
Model Alumni Association Bylaws
Board Conflict of Interest Policy
Executive Compensation Policy
Form 990 Filing Policy
Responsibilities of Board of Trustee Members
Policy Development and Approval
Substantive Change Reporting

Volume II – Community Policies

General Institutional Policies
Appearances before Government and Accreditation Agencies
Assumption of the Risk
Children on Campus
Confidentiality of Student Records (FERPA)
Disability (ADA) Policies

Equal Opportunity
Non-discrimination and Anti-harassment (Title IX)
Political Activities
Posting and Advertising
Reservation and Use of University Facilities
Visiting Speakers and Performers

Health Policies           
Drug and Alcohol Use
Serving Alcohol at University Sponsored Events
Drug Free Schools and Communities Act
Communicable Diseases
Health Insurance Portability and Accountability Act

Environmental Policies
Control of Hazardous Energy Sources
Disposal of Universal Waste
Exposure to Blood Borne Pathogens
Hazard Communication Program
Laboratory and Workshop Safety
Personal Protective Equipment
Refrigerant Management
Smoking Policy

Campus Safety and Protection Policies        
Federal Campus Safety Disclosure Policies

Campus Safety and Protection Policies
Campus Access
Campus Emergency Response
Fire Regulations
Key and Access Cards
Missing Students
Use of Motorcycles, Mopeds, Bicycles, Rollerblades, or Skateboards in Campus
Persona Non Grata
Personal Property
Security Cameras on Campus
Sexual Assault
Student Death
Violence on Campus

Information Technology Policies
Acceptable Use of University Information Technology
Information Technology Security Plan
Gramm-Leach-Bliley Act Information Security
Peer to Peer File Sharing
Red Flag Program
Use of Social Media
University and Departmental Web Sites
Faculty and Staff Web Pages
Use of Computer Labs
Use of Electronic Devices on Campus
Information Technology Change Control

Public Relations Policies
Advertising and Publications
Media Relations
Photography, Videotaping, and Filming
Official University and College Logos
University Publicity

Institutional Advancement Policies
Authority to Solicit and Accept Charitable Gifts         
Gift Acceptance Guidelines
Naming of University Facilities, Space, Endowments, and Programs

Copyright Policies     
Copyright Guidelines

Digital Millennium Copyright Act
Ownership of Copyrightable Materials and Patents

Volume III – General Employment Policies

Employee Status
Employee Categories
Employment at Will
Position Description Policy

Employment Policies 
Administrator and Staff Appointments
Background Screens
Immigration Law Compliance
Probationary Period
New Hires Reporting

General Personnel Policies
Appearance and Dress
Arrest and/or Conviction of Employee
Attendance and Punctuality
Business Expenses
Confidential Information
Conflict of Interest
Employee Conduct
Outside Employment
Personal Relationships
Record Retention
University Property
Use of University Letterhead
Use of University Telephone and Mail Systems
Work Schedule
Workplace Privacy
Meal Periods

Personnel Records     
Confidential Personnel Files
Data Changes
Right to Access
Subpoena of Employee Records

Leave of Absences     
Family and Medical Leave
Military Leave
Personal Leave
Sick Leave

Legislative Benefits
Benefits Continuation
Social Security
Unemployment Compensation
Workers’ Compensation Insurance

Miscellaneous Benefits          
Tuition Waivers

Performance Evaluations
Administrative Staff Evaluations
Staff Evaluations

Administrative Staff Promotion
Staff Promotion

Payroll and Salary
Direct Deposit
Garnishment of Wages
Administrative Pay Corrections
Time Keeping

Constructive Discipline and Separation from Employment 
Administrative and General Staff Constructive Discipline
Administrative and General Staff Separation

Employee Grievances

Volume IV – Faculty Policies

Faculty Status
Ranked Faculty
Assistant Professor
Associate Professor
Adjunct Faculty

Special Status Faculty   

Faculty Contracts
Types of Contracts

Issuance of Faculty Contracts
Variance of Contract Terms

Search and Appointment of Faculty
Procedures For Faculty Appointment
Joint Appointments
Location of Appointment
New Faculty Orientation

Faculty Personnel Records   
Faculty Personnel Files
Access to Files
Maintenance of Records

Faculty Evaluation
Faculty Evaluation Criteria

Faculty Evaluations
Annual Evaluation
Promotion in Rank and Tenure Evaluation
Post-tenure Review

Faculty Rights
Academic Freedom
Due Process
Fair and Respected Treatment
Shared Governance

Faculty Responsibilities         
Academic Duties and Responsibilities
Academic Citizenship
Academic Program Support
Curriculum Development
Library Resources
Compliance with Laws and University Policies
Outside Employment and Activities
Use of Faculty Titles and University Resources

Faculty Separation
Notice of Non-reappointment
Action Short of Dismissal
Curricular Change and Academic Program Reorganization or Discontinuation
Financial Exigency
Severe Mental or Physical Illness

Faculty Grievances

Volume V – Academic Policies

Admissions Policies
Criminal History Background Screens

Financial Aid Policies
Satisfactory Academic Progress
Taxation of Scholarships
Student Employment and Work Study Policies:

Registration Policies
Auditing Courses
Closed Class Permission
Course Cancellations
Course Withdrawal
Course Substitutions and Waivers
Cross Registration
Pre-requisite Overrides
Repeating Courses
Schedule Overloads
Time Conflicts
Leave of Absence
Transcript Requests
Lost Diploma Requests
Withdrawal from the University

Academic Support Services   
Academic Accommodations
Change of Academic Advisor

Academic Policies
Academic Grievances
Academic Integrity
Changes in Degree Requirements
Final Grade Appeals
Academic Standing and Dismissal
Examination Rules and Procedures

Classroom and Laboratory Management Policies
Admission to Class
Class Attendance
Observance of Religious Holidays
Class Cancellations
Classroom Conduct
Course Syllabi

Curriculum and Academic Program Development and Change
Syllabus and Minor Curriculum Changes
New Program Development
Placing a Major on Admission Hiatus or Elimination
Department or Degree Program Discontinuation
Substantive Change Reporting
Requesting Accreditation of a New Degree Program

Research Policies       
Research Ethics and Conduct Guidelines
Principal Investigator Policy
Human Subjects Research
Animal Subjects Research
Retention of and Access to Research Data
Sponsored Research Project Administration
University Sponsored Research Project Administration
Trade Control

Volume VI – Student Life Policies

Residence Life Policies and Standards of Conduct
Alcohol and Drugs
Amplified Instruments/Musical Instruments
Barbecues and Grills
Confiscated Items
Damage Charges and Billing
Guests and Host Responsibilities
Overnight Guests
Hall Meetings
Late/Improper Checkout
Pets and Animals
Prohibited Items
Quiet and Courtesy Hours
Railings, Balconies, Roofs, and Stairwells
Residence Hall Postings
Restricted Areas
Room Access
Room Care
Room Changes
Room Entry
Room Occupancy
Sales, Solicitation, and Canvassing
Sports and Activities
Windows, Balconies, and Hallways

Student Code of Conduct      
Acts of Dishonesty
Alcohol and Other Drugs
Campus Disruption
Computing Devices and University Network Misuse
Dangerous Materials and Firearms
Discrimination and Harassment
Dress Code
Failure to Comply
Fire Safety
Harassing Behavior
Hate Incidents
Improper Off-Campus Behavior
Improper Use of University Information Technology
Notification of Criminal Arrest
Misuse of University Identification Card
Parking Sticker Fraud
Sexual Assault
Social Networking Violations
Tampering with Property
Trespassing and Soliciting
Violation of University Policy

Conduct Review
Model Conduct Review Policy and Procedures
Parental Notification of Violations of the Code of Conduct

Student Rights
Rights and Freedoms
Academic Rights
Procedural Rights
Access to Personal Information

Student Responsibilities     

Student Activities and Organizations           
Student Organization Approval Procedures
Fundraising Events
University Liability
Student Travel

Non-Academic Student Grievance Policy

Volume VII – Business and Financial Affairs Policies

Accounting Policies   
Fiscal Year
Revenue Recognition
External Audits
Receipt of Funds
Fixed Asset Management and Capitalization

Budget Policies
Fiscal Year Budget
Fiscal Budget Approval Process
Submission of Detailed Budgets
Capital Project Budgets
Budget Accountability
Budget Adjustments
Fiscal Year End Budgetary Transactions

Finance Policies         
Debt Policy
Investment Policy
Purchasing Policy

This fee range for the Application for Licensure relates to compliance services for a group of states requiring full or substantial licensure. The amounts represented above are predicated upon the amount of work required by the state with the least burdensome requirements ( $3,750) to the sum of fees that would be required to bring an institution into compliance with all states in this category (e.g. $52,500).  Please note that the fees listed above do not include application fees payable to the state.

Strategic Planning – Components of Strategic Planning

Strategic Planning – Use of Debt

Strategic Planning – CFI (Composite Financial Index) with Debt: Analysis and Planning

Strategic Planning – CFI (Composite Financial Index) with No Debt: Analysis and Planning

Strategic Planning – Cyert Equilibrium Model – Strategic Grid

Forecast Level 2 – Five Year Forecast Estimator for Revenue and Expense Functions

Forecast Level 3 – Custom Designed Financial Planning Model (FPM)

Tools – Operational Planning System (Custom Designed for clients)