Plan each on-site monitoring visit well in advance (preferably at least three to four weeks).

Refer the Project Director to the appropriate procedures in Section 3 of this chapter.

Carefully review the grant agreement to determine which of the objective’s activities should have been accomplished by the on-site monitoring date (for General Grants).

Note any special terms, conditions, problems, or warning signs that need monitoring.

Review all correspondence, Performance Reports, and Requests for Reimbursement (RFRs) submitted prior to the visit.

Set up appointments with key project staff (management and fiscal).

Provide a list of the types of documents to be reviewed, including time sheets, purchase vouchers, and forms.

Note any items requiring follow-up from a previous monitoring visit.