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This guide provides a thorough overview of how to complete the Harvard University Subrecipient Monitoring Guide online. It ensures that users can effectively monitor the programmatic and financial activities of subrecipients in line with Harvard's stewardship of sponsor funds.

Follow the steps to successfully fill out the guide.

1. Use the ‘Get Form’ button to access the Harvard University Subrecipient Monitoring Guide and open it in your editing tool.
2. Begin by reviewing the introduction section of the guide, which outlines the purpose and importance of monitoring subrecipients.
3. Navigate to the Department Reference section to familiarize yourself with the stages of subrecipient monitoring and the roles and responsibilities involved.
4. Complete the Initial Award Stage Monitoring section, filling out the Risk Assessment Matrix to assess the risk level of your subrecipient.
5. If applicable, complete the Domestic or Foreign Subrecipient Profile Questionnaire to determine the financial and management strength of the subrecipient.
6. Develop a Subrecipient Monitoring Plan based on the risk assessment results, ensuring that it addresses the specific monitoring needs of the subrecipient.
7. Proceed to the Ongoing Monitoring section where you should fill in the Welcome Letter for New Subrecipients, providing them with the necessary documents to commence collaboration.
8. Review the Invoice Monitoring Guide and establish a method for monitoring invoices and ensuring compliance with Harvard’s policies.
9. Use the Subrecipient Monitoring Record to document all monitoring efforts, maintaining a comprehensive audit trail.
10. If issues arise, prepare the Problematic Subrecipient Letter to address any inconsistencies and communicate them to the subrecipient.
11. Once completed, save your changes and download or print the guide as needed, or share it with relevant stakeholders.

Complete your documents online by following these steps for thorough subrecipient monitoring.