Serve Monitoring Plan For AmeriCorps Subgrantees 2016-2017 Monitoring Tool Who Timing Where Financial Risk New Programs DOA Audit review after DOA – award notification but Assessment DOA audit review before official contract Financial Management FMS completed with – Survey application Desk Audit Review Existing Programs As audits are received DOA Fiscal Reports (PERs and All Programs Monthly/quarterly Desk AFRs; Only Invoices for Fixed-Amount Programs) Progress Report Review All Programs At three times per year Desk Program Assessment* All Programs Once per year before on-site Desk visit Member File Review* All Programs Once per year On-site Member Eligibility Check All Programs Once per year Desk Document Review New Programs First year and then once every Desk and once 3 3-year cycle or if there are years for existing extensive document changes programs Financial Desk Review New + Approx. 1/3 Review may be completed by a Desk of Existing Cost contracted accounting firm or Reimbursement Serve Wisconsin staff Programs Performance Measure New Programs First year and then once every On-site Review and once every 3 3-year cycle or if there are years for existing performance measurement programs changes Statewide Evaluation All programs Member evaluation annually Online or by contractor Program Director New Programs or First year or if changes occur On-site Interview change in program or Serve WI staff Financial Director New Programs or First year or if changes occur On-site Interview change in program or Serve WI staff Member/Supervisor Optional tool As necessary On-site Interview or Member Focus Group * Due to Serve Wisconsin staff capacity or other documentable special circumstances, the Program Assessment and Member File Review may be delayed or waived for one program year for programs assessed as being low-risk programs.
Serve Monitoring Plan For AmeriCorps Subgrantees 2016-2017 Monitoring Tool Who Timing Where Financial Risk Assessment DOA audit review Financial Management Survey New Programs DOA Audit review – after award notification but before official contract FMS – completed with application DOA Desk Audit Review Existing Programs As audits are received DOA Fiscal Reports (PERs and AFRs; Only Invoices for Fixed-Amount Programs) All Programs Monthly/quarterly Desk Progress Report Review All Programs At three times per year Desk Program Assessment* All Programs Once per year before on-site visit Desk Member File Review* All Programs Once per year On-site Member Eligibility Check All Programs Once per year Desk Document Review New Programs and once 3 years for existing programs First year and then once every 3-year cycle or if there are extensive document changes Desk Financial Desk Review New + Approx. 1/3 of Existing Cost Reimbursement Programs Review may be completed by a contracted accounting firm or Serve Wisconsin staff Desk Performance Measure Review New Programs and once every 3 years for existing programs First year and then once every 3-year cycle or if there are performance measurement changes On-site Statewide Evaluation All programs Member evaluation annually Online or by contractor Program Director Interview New Programs or change in program or Serve WI staff First year or if changes occur On-site Financial Director Interview New Programs or change in program or Serve WI staff First year or if changes occur On-site Member/Supervisor Interview or Member Focus Group Optional tool As necessary On-site * Due to Serve Wisconsin staff capacity or other documentable special circumstances, the Program Assessment and Member File Review may be delayed or waived for one program year for programs assessed as being low-risk programs.
Monitoring%20Plan%2016-17.docx