Attachment 34 - Pre-Site Visit Checklist


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Attachment 34 - Pre-Site Visit Checklist (pdf)


Pre-Site Visit Checklist

Program Year:

Program Name:

Date of Visit:

Program Director:

Program Officer:


Part #1

To be completed using the WBRS System

Date: By:


Print current Member Roster [Tools-Member Roster]
  • How many slots were granted to the program? FT / PT / Other
  • How many earned an award?
  • How many did not earn an award?
  • How many are pending enrollment?
  • Total Members

Print Member Enrollment Approved Cycle Time report [Members-Extra Views]

  • Were all members enrolled within 30 days?  YES / NO
  • If No, what was the:
    • Lowest days until approved [Line to fill in] days
    • Highest days until approved [Line to fill in] days
Check the submission dates of the following reports: [Financial-All Reports]
End Date of Report Approval Date Comments by Program Officer
Financial Status Report
09/30/
03/31/
Periodic Expense Report
09/30/
12/31/
03/31/
06/30/
Progress Report
09/30/

Do time logs reflect greater than 20% of time is spent on training? ?? YES ?? NO

[A quick way to check this is to go to Tools-Member Query. Select the program, grant year and percent training hours (greater than 20%). If members names are counted, select the member to make sure they completed their entire term of service.]

Are Member End of Term Forms approved within 30 days of member exiting the program? YES / NO

Check at least five Member End of Term Forms.

  • Number approved within 30 days of completion date
  • Number not approved within 30 days of completion date

[Go to Members-Main View and check five Member with the program. Select a member, go to their End of Term Form and compare the completion date (#4) and the date approved by the program director.]

Did the program complete a Change of Term form for a member(s)? YES / NO

  • If yes, what was the member(s) name?

Did the program complete a Change of Status form for a member(s)? YES / NO

  • If yes, what was the member(s) name?

[From Members-Main View, check each member record to see if a Change of Term of Change of Status form was completed]


Part #2

To be completed using the WBRS System

Date: By:


Are there any outstanding or reoccurring issues that need to be addressed? YES / NO

  • If yes, what are they?

If a Change of Term or Change of Status form was completed for a member, did the program request approval from the Commission within thirty (30) days of the change? YES / NO

Is the program meeting their Getting Things Done objectives? [Check APR on WBRS] YES / NO

  • If no, which one(s)?

Is the program meeting their Member Development objectives? [Check APR on WBRS] YES / NO

  • If no, which one(s)?

Is the program meeting their Community Strengthening objectives? [Check APR on WBRS] YES / NO

  • If no, which one(s)?

Does the grantee maintain an acceptable level of communication with ICVCS? YES / NO

Does the grantee respond in a timely manner to CNS and ICVCS requests? YES / NO

Has the program director/representative attended ICVCS sponsored trainings on a regular basis? YES / NO

Is the program meeting its match requirements? [Check most recent PER/FSR in fiscal file] YES / NO

  • If no, why not?
List any other issues you need to discuss with the program at the site visit: