Fee Waiver Checklist - Excel

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Fee Waiver Checklist document sample

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2/4/2011
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							                                           COURSE PREPARATION CHECKLIST
                                                           OTB 00-6 Workshop
                                                             14 - 17 July2000

                                                                 STARTTARGET
                                                         RESOURCE/                               ACTUAL
            TASK TO BE COMPLETED                            NAMES DATE FINISH                    FINISH   COMMENTS
PRE-COURSE TASKS
Reserve Block of Hotel Rooms for students                    Lorrie
Order t-shirts
Order Course Spines and Notebooks                            Penina
Order COMET Mugs                                             Penina
Verify and/or order shipping boxes, tape, etc.               Penina
Order all supplies/pencils, pens, notepads, etc.             Bonnie

Letter asking for fee waiver to RMNP
Get student names from OH Larry Wenzel
Get Instructors' names from Lead Instructor(s)               Bonnie
Write new Confirmation letter for presenters            Lorrie/ Penina
Email Confirmation letters to presenters                Lorrie/ Penina
Update and Link Logistical Pages                             Bonnie
Determine what pre-course material needs to be sent
Put together Orientation Notebooks
Fedex Orientation Notebooks
Email students to expect Fedex

Give copies of Questionnaires to Lead Instr.
Add Students to the Web Page                                 Bonnie


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Verify all students have hotel reservations              Lorrie
Email students who need to send questionnaires           Bonnie
Email students who need to make reservations             Lorrie
Email students for more drivers                          Bonnie
Identify Drivers for class                               Bonnie
Get DMV Information from Drivers                         Bonnie
Send DMV information to Angie Garcia                     Bonnie
Email drivers to let them know about keys, etc.          Bonnie
Purchase Morning & Afternoon break food               Liz/Bonnie
Get VTC information from presenter
Schedule Class Picture
Make Reservations for lunch in Fort Collins
Arrange reception/dinner catering
Give Liz Lessard copy of Reception Form                 Wendy
Complete Café memo/giving number of students            Wendy
Call Shannon to get Classroom Cleaned                   Wendy
Complete Purchase Req. for Enterprise Van               Wendy
Reserve Minivan from Enterprise                         Wendy
Reserve Minivans from CU


Who Needs to be called for Presentations?                Janice
Prepare name tags and tents                             Wendy
Prepare registration receipts                           Wendy
Prepare Access card list                                Wendy
Update 1st day memo and link                            Wendy
Complete 1st day Memo                                   Wendy




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Printout/Copy First Day Memo                                       Wendy
Prepare Envelopes to put keys in for drivers                       Wendy
Clean Vans                                                         Wendy
Gas up Vans                                                        Wendy
Pick up car from Enterprise                                        Wendy
Drop off Vans at Hotel - Golden Buff                               Wendy
Leave 1st day memos at Hotel for distribution, Include map         Wendy
Prepare Visiting Instructor Area (Upstairs)                        Wendy
Check Batteries in Microphones                                     Wendy
Overhead Projector for Hydro Primer                                Wendy
Make sure class homepage is "home" on PC's                         Wendy
Clean COMET Mugs/bring mugs to Kathy/café                          Wendy
Send email request to help for computer/infocus                    Wendy
Set up computers in meeting room(s)                                Wendy
Clean white board/Write pertinent info                             Wendy
Get Whiteboard/Laser Pointer from Eron                             Wendy
Make sure Classroom has been cleaned                               Wendy
Contact Bill Borger (303-753-6084)                                 Wendy
Set up course notebooks/spines & covers                            Wendy
Place Notebooks on the Tables                                      Wendy
COURSE TASKS
Presentation Copies/ See subsequent worksheet                      Wendy
Complete IRF Forms/ See subsequent worksheet

Get IRF Forms Signed by Barb/ See subsequent worksheet

Link PowerPoint presentations on the web                           Wendy
Breakdown extra meeting room                                       Wendy
PowerPoint presentations also in Win95                             Wendy


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Collect Registration Fees                                      Wendy
Send Registration money to Finance                             Wendy
Email Certificate names to Tammy Greene
Record all AMS articles used in class                           Janice
Run VTC                                                        Wendy
Create Sign-up Sheet for Lunches for Trip                      Wendy
Order Box lunches/Just like doing a reception                  Wendy
Buy Sodas for Field Trip                                       Wendy
Collect Money for Lunches ($6.00/lunch)                        Wendy
Order Lunch (Pizza)/Find out if students want to order          Janice
Prepare class pictures/glue names to picture                   Wendy
Add fees and refreshment exp. To spreadsheet                   Wendy
Email Velma and Debbi with returned Beer                       Wendy
Add Beer totals to the discretion spreadsheet                  Wendy
Prepare Shuttle Sign-up sheet                                  Wendy
Have students complete shuttle sign-up sheet                   Wendy
Call Super Shuttle to schedule pick-up                         Wendy
Update Shuttle List                                            Wendy
Prepare Certificates                                            Janice
Obtain Certificate signatures                                   Janice
Make FEDEX LABELS                                              Wendy
POST COURSE TASKS
Make sure to get ALL Access cards returned                     Wendy
Return rental car                                              Wendy
Prepare/mail thank you letters                                  Janice
Add Names (instructors/students) to Database                   Wendy
File Cabinet complete                                          Wendy

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Add Picture to Picture Book         Wendy
Assemble Course Notebooks           Wendy


Orange = In process
Lavender = Not applicable
Pale Blue = Completed




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                       DATE of     TIME of PLACE of DEPART.      PICK UP         DIA
        NAME         DEPARTURE FLIGHT (COMET/Golden Buff)         TIME*      ARVL TIME*
THE SUPER SHUTTLE ARRIVES AT DIA BETWEEN 5 and 15 MINUTES AFTER THE HOUR, EVERY HOUR




       *Super Shuttle arrives at DIA about 15 minutes after the hour every hour.
                                            COURSE INTRODUCTION
   1       Ask how hotel is? Is everyone satisfied? If not, please let Liz Lessard or Hotel Contact (give name) know.
   2       How are vans working out? Any problems?
   3       Mention cafeteria: location, hours - food is fine in classroom just not at the work stations
   4       Mail: Address on board, please put your name and COMET, FL3 on all correspondence
   5       Long distance phone calls: Give instructions and account key, business use
   6       Exercise Facilities: Need to sign waiver if interested.
   7       Online evaluations: four digit number; remember number
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