Site Monitoring Visit
& SMV Resources

​SMV and TA Visit Documents​

• Round 8 Site Monitoring Visit Report Template (Reformatted 12/19/24)

• Action Plan Agreement Template

• Site Monitoring Visits and Action Plan Fact Sheet

• Glossary for the Site Monitoring Visit Tool

• Technical Assistance Site Visit Template

• Round 8 Welcome Visit Tool (Updated Aug 2023)

• Post SMV Reflections

  • If your program participates in an Site Monitoring Visit (SMV) from July 1, 2025 to June 30, 2026 and you would like to provide feedback about your SMV experience, please use the Post-SMV survey link to access the form. A PDF version is made available for subgrantees to view the survey, prior to using the survey link to submit their responses.

  • The information you provide will help us understand which parts of the SMV process work well and where it can be improved! Any questions related to this survey should be directed to Measurement Incorporated.

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SMV Section A Resources

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Approved for use in the current round (revised Oct. 2021). Programs must collect all of the information in the standard enrollment form, and can make additions if necessary (see 7/12/23 memo below).​​

• Standard Enrollment Form (SMV A-6-a)

  • Translated Versions:

    • Arabic PDF  |  Arabic DOCX

    • Bengali PDF  |  Bengali DOCX

    • Chinese Simplified PDF  |  Chinese Simplified DOCX

    • French (France) PDF  |  French (France) DOCX

    • Haitian Creole PDF  |  Haitian Creole DOCX

    • Korean PDF  |  Korean DOCX

    • Russian PDF  |  Russian DOCX

    • Spanish (US) PDF  |  Spanish (US) DOCX

    • Urdu PDF  |  Urdu DOCX​

• 21st CCLC Enrollment and Forms Memo (7/12/23)

 

SMV Section B Resources

• Sample Staff and Activity Schedule (B-2-a & B-6)

 

SMV Section C Resources

• Personnel Activity Reports (PARS) (C-3-c)

  • Single Funding Source​

  • Multiple Funding Sources

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SMV Section D Resources

• Sample Program Activity Implementation Review (PAIR) Form (D-2)

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SMV Section E Resources

• Lesson Plan Template - Updated 1/24/23 (E-2-a)

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SMV Section F Resources

• "Maximizing the Education Liaison Role in 21st CCLC Programs"

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SMV Section G Resources

• Student Interest Surveys & Focus Group Information (G-1)

• Advisory Board Membership Agreement & Scheduling Organizer Template (G-2-a & c)

• Advisory Board Meeting Agenda & Action Planner Template (G-2-b & d)

• Sample Family Needs Assessment Surveys: Sample 1 | Sample 2 (G-4)

• "Meaningful Family Engagement Strategies for Expanded Learning Programs"

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SMV Section H Resources​

• Evaluability Checklist PDF | DOCX (H-3-a)

• Sample Sustainability Plan (H-7)

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POST SMV - Action Plan

• Action Plan Agreement

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