1. New York State Education Department
  2. Systems and Applications
  3. State Education Department Delegated Account System (SEDDAS) Guidance for IRS applications

CEO change for schools and districts

At a minimum, at the end of every school year (and during, if there are key personnel changes), schools and districts should review all administrative positions for their institutional location(s) that NYSED has on file in its publicly available online institutional reference system SEDREF - Core Information and SED Institutions.

Using the SEDREF online query tool, anyone can search for an institution by its Institution ID or by its BEDS Code (SED Code), or by typing part of the location's name using a percent sign (%) as a wildcard character replacement (before and/or after, for example: "%Albany%" would bring up any institution with Albany anywhere in its name, whether there are other words before or after "Albany" in that institution's name).

Access to NYSED systems is automatically created and entitled "by default" to select Administrative Accounts (all CEOs; select other roles), but what constitutes "default" systems and permissions vary based on an organization's designated Institution Type/Subtype. CEO permissions are confirmed through email to the CEO Administrative Account on file in SEDREF based on institution type/subtype, administrative role and contact information for that institution.

You can submit CEO changes as follows:

  1. You will need to first sign into the IDEx application via the NYSED Business Portal. 
  2. Once signed into the IDEx, in the top right-hand corner of the screen you will see a link to ‘My Contacts’. It is located next to the ‘Log Out’ link. Click ‘My Contacts’ and you will see a list of the current contacts listed for your institution on file in SEDREF.
  3. UPDATE a contact that is already listed, click the pencil icon next to the title. A pop-up window will appear, update the information, and click ‘Save’. Please do not update a position with a new staff person until the new hire is assuming the role of the position. This is of particular importance for CEO’s as it impacts accounts. Acting CEO or a temporary CEO can be entered until the new permanent CEO can be submitted in the same manner.
  4. The CEO and the CFO contacts will be highlighted in blue when you update them, this is because it is in a pending status waiting for a NYSED staff member to review the request and to make the necessary updates in SEDREF. Once the update has been made the blue highlighting will disappear.
    1. Administrative positions can be updated by the current CEO and CIO on file in SEDREF with their account if they have access to any data collection in the IRS Data Exchange (IDEx) application through the "My Contacts" feature in the top of the IRS Data Exchange (IDEx) application pages when opened.
    2. Updates for the CEO and CFO positions can be further delayed due the volume of CEO and CFO updates submitted statewide. The automated account process for CEO accounts will execute after NYSED staff have applied the update in SEDREF for the CEO.
    3. All other administrative position updates will be applied when submitted.
    4. Updates submitted can be verified by querying your BEDS code/SED code at SEDREF - Core Information on SED Institutions.
  5. SEDREF updates are processed nightly. After CEO information is processed in SEDREF, changes will appear the following business day. An email will be sent (from no-reply@nysed.gov) to the email address on the updated CEO account, confirming any new account information. There is an automated CEO account process that will run on the night of the SEDREF CEO update completed to send the CEO submitted their new account and access. Access is copied from the previous CEO and then the previous CEO account will be disabled. 

Resetting password for a SEDDAS account
For instructions on how to reset a NYSED Application Business Portal account password, go to the SEDDAS Business Portal Password Reset page. Resetting your NYSED Application Business Portal account password will also unlock an account.

Additional Information
For access issues for NYSED Business Portal applications NOT listed in our Help Center article NYSED Office of Information and Reporting Services Web Applications please visit SEDDAS Business Portal Applications and Contact Information to locate the NYSED program office that will assist you.

For general information about SEDDAS accounts, please visit the SEDDAS Help web page.