HOW WE WORK
A clear scope.
A practical handoff.
Start with a workload summary. We agree on the work and data-handling arrangements before receiving student-level files.
- 01
Tell us about the workload
Share the school name, work needed, available source files, and reporting deadline. Keep student names, IDs, and records out of the initial email or booking form.
- 02
Agree on scope and price
Choose CHE Data Entry, one-time Reconciliation, or Reconciliation & Monitoring. Confirm the worklist, source files, deliverables, total fee, and school responsibilities. For monitoring, name the engagement start and CHE deadline, business-day check schedule, alert contacts, and weekly report delivery. Review the data-sharing agreement and complete your school’s vendor process.
- 03
Set up approved access
Select and configure the sharing environment with your school. Agree on authorized users, authentication, storage and access locations, retention/deletion, and incident contacts before files move.
- 04
Complete and check the work
Add students, enter transfers, check fields, reconcile records, and make agreed updates using school-confirmed information. With Reconciliation & Monitoring, check district approvals each agreed business day, send actionable alerts, and provide weekly progress reports through the named deadline. Log changes and flag discrepancies that may affect funding.
- 05
Hand off and close out
Receive the agreed entry log, findings, or change report, plus remaining actions. Follow the agreed return/deletion and access-removal process for working copies.
YOUR SCHOOL’S ROLE
Confirmed data.
Clear decisions.
Your school handles supporting documents and eligibility decisions, confirms corrections, and completes its certification. CHE changes follow the active editing window and permitted fields.
BEFORE WE BEGIN
Vendor and security review
Our NJ Business Registration Certificate and data-sharing agreement are available for your review. We also work through the W-9, purchase-order, insurance, and other requirements that apply to your engagement.
View the vendor review guideA PRACTICAL NEXT STEP
Let’s start with your workload.
Tell us what needs entering, checking, or correcting. We’ll agree on the work, total fee, and a secure way to get started.