Site Visit Self-Report
Campus_______________________________________________________________________
Month/Year Self-Report Completed ________________________________________________
Campus representatives preparing site visit form (include titles)
______________________________________________________________________________
OBR representatives conducting on-site or desk review:
Funding
Do you have a completed schedule of funds received readily available?
Do you have a complete accounting of all COF-related cost share? _______________________
Was COF included in the most recent campus audit? __________
 Were there any audit findings in the most recent audit report? _______ If so, what were
they?___________________________________________________________________
________________________________________________________________________
________________________________________________________________________
 If there were findings, how have the findings been addressed?______________________
________________________________________________________________________
________________________________________________________________________
Matching Funds
Does your campus have an invoicing system for matching funds?
Does your campus have documentation for the source(s) and amounts of matching funds?
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Did your campus use as match, any cash/direct contributions?
Did your campus use as match, any “In-Kind” contributions?
Did these funds total 100% of the required match for the campus? __________________
o If not, why? ____________________________________________________
Were records on the above easily accessed?
Revised March, 2005
1
Accounting Records and Practices
Expenses:
Does your campus have specific accounts within its accounting system for the COF program?
 If not, what method does your campus use to differentiate the program from other funds
it receives?
Does your campus accounting system connect reimbursement requests and the student lists that
correspond to that request?
 Are complete student rosters easily retrieved (for all years of the program)?
Comments/Follow Up Action – Funding
Programming – Operations
Does your President/Provost/CAO Provide oversight for your COF programs?
Does your campus have a dedicated program director/program coordinator?
Does your campus/program have an advisory committee for programming?
Are the COF programs easily identifiable on your campus?
Is the process for connecting students to the COF director/coordinator clear and easy to
understand on your campus?
Is your COF program housed in the particular college or in some other department?
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Do you have an appointed/dedicated advisor for COF students?
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Do you have an appointed/dedicated financial aid person for COF students?
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Do you have a clear application process/eligibility requirement for COF Scholars?
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Do you have a connection to business/industry for co-ops and internships?________
Revised December, 2012
2
Marketing Practices
Does your campus have advertising and marketing efforts to promote or increase awareness of
COF?
 Are the COF logos and branding materials being used?
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Do you have a COF presence on your campus website?
Comments/Follow Up Action – Programming-Operations
Programming – Selection and Criteria
Does your campus/program have an advisory committee for student selection?
Does your campus have an application for the COF program?____________________________
 If no, please describe the process to become a COF Scholar?

Is your application paper or web-based?
Do you require a signed contract/agreement for COF Scholars (please provide a copy)?________
Does your campus have a written policy/handbook in place for COF Scholars? (please provide a
copy)?________________________________________________________________________
Are there efforts to recruit minorities/underrepresented/first-generation students into your COF
program?
Is your COF program merit-based, need-based, some combination of both, or neither?
Is it clear why students are selected to become Choose Ohio First Scholars?
Revised December, 2012
3
Do you have a process for non-compliance with the program, i.e., demerits, loss of funding,
removal from the program, etc.?
Comments/Follow Up Action – Programming-Selection and Criteria
Next Steps
What are some strengths you offer as a COF campus?
What are some areas you could improve as a COF campus?
Items for Site Visit/Desk Review
 Completed Site Visit/Desk Review Self-Report or Completed Site Visit preparation
checklist (if having an in-person visit)
 Binder or Memory Stick with all COF-related documentation readily available
 PowerPoint prepared for WebEx sharing of data pertinent to self-report
 Include questions from campus
 Include data/highlights from your program
Revised December, 2012
4