Pre Monitoring Checklist Weatherization Assistance Program 置监控清单越冬辅助计划.docVIP

Pre Monitoring Checklist To be completed before monitoring visit Agency Name Scheduled Monitoring Date 1. Announcement Letter Date 2. Last Monitoring Report Date 3. Most Recent Audit Date 4. Print Screens- HP Financial Contract screen #1 Payments screen #9 Expenditure screen #10 Comment screen #13 Budget comparison #30 4. Entrance and Exit sign in sheet 5. Monitoring Checklist 6. Copies of financial test forms for each contract Transactions Cash Disbursements 7. Review program applications ROMA Goals CaPilot Reports Paper reporting 8. Review most current federal monitoring Head Start Date Examine findings Obtain general impression of management of Head Start program Head Start Program Information Report (PIR) Date 9. Review contracts 10. Review most recent 990 11. Review last year’s agency health scale rating and documentation 12. ESG (Separate implementation manual) (Separate checklist for city, town and county sponsor) 13. Desk Monitoring Program Reports Expenditure Reports Program Type Contract # Date Due Received Admin % Date Due Received CSBG/CFN (No CFN 06) (15%) cap ESG (2.5% cap) HAP SAF/CAA SAF/HS Weatherization DOE Weatherization DHS RX Oklahoma (if applicable) During monitoring visit 1. During entrance conference a. Explain Monitoring process and schedule of activities c. Get names and contact information for key agency staff d. Schedule Board Member interviews e. Schedule Board Meeting (if monitor is going to attend) 2. Use monitoring tool to review contract information 3. Review how the agency uses CAPilot. 4. Schedule Board Member interviews 5. Note any resources information that was offered during visit and follow through with customer service process. 6. Arrange exit time/date Post Monitoring: 1. Send customer satisfaction survey 2. Draft report to team leader 3. Send fin