COI Forms Disclosure Summary

 

 

The COI Forms Disclosure Summary page displays the forms that the user needs to complete.  There are two possible sets of forms for a user to complete.  Individuals will receive the Individual Disclosure forms and the Outside Trustees or Board Members will receive the Trustee Disclosure forms.

 

Individuals begin by clicking the update button in the Action column.  This will take the individual directly into the Disclosure Statement.  Based on the answers to the questions, the individual may be required to complete one or more of the following forms:

 

Trustees begin by filling out the Trustee Disclosure Statement.  Based on the answers to the questions, Trustees may be required to complete one or more of the following forms:

 

The above forms are considered “multiple” forms which means that one form is filled out for each Outside Activity, Equity Interest, Family Association, or Intellectual Property that applies.

 

 

Main Screen Elements

Column Name

Description

Form

Lists the Form name.  Click the >>Add New link within the section header to add more Outside Activities, Equity Interests, Family Associations, or Intellectual Properties.

Last Modified

Last date the user modified the COI

Status

There is a status for each form that is required. 

Blank – not yet started

Completed – Form has been completed and passed all edits

In Progress – Form is being updated and has not passed edits yet

Action

There are 2 possible Actions:

  • Update will bring up the form so changes can be made

  • Remove will delete that particular form.  A warning message will be displayed to be sure you want to remove it.  Any item removed from here will also be removed from the Disclosure Statement form.  If the last item is removed for a particular section, that question will be switched to N in the Disclosure Statement form.

Form Complete

A checkmark is displayed in this column for those forms that are complete.  Once all forms have checkmarks the user is automatically prompted to electronically sign.

 

 

 

Screenshot of Individual Forms Page

 

If the >>Add New link is clicked from Your Outside Activities, Your Equity Interests, Your Family’s Associations and Equity Interests, or Your Intellectual Properties, then the following page will appear. 

 

Sample Screenshot of Outside Entity:

 

Note:  Trustees will automatically be taken to an Outside Entity Page similar to the one shown above so that they can enter employer name or employment status (such as retired).