1. CED Application Reviewer Training Module 4: Organizational Capacity June 2012

2. CED Application Reviewer Training Module Outline  Module 4 includes: – The basis for scoring the Organizational Capacity criterion – Guidance on evaluating each Organizational Capacity sub- criterion Organizational Profile Past Performance with Similar Job Creation Projects Staff and Position Data – Direction on how to score each sub-criterion – Quiz questions to gauge what you’ve learned

3. 4.1 ORGANIZATIONAL CAPACITY – ORGANIZATIONAL PROFILE CED Application Reviewer Training

4. Organizational Capacity – Organizational Profile  Basis for scoring: Whether the application demonstrates that the organization, its staff, and its partners have sufficient overall experience to successfully implement the proposed project. – 10 points possible – Discussed on p. 42-43 of FOA

5. CED Application Reviewer Training Organizational Capacity – Organizational Profile Section FOA Evaluation Criteria Criterion is Fully Met if the Application… 1 The organization, staff, and partners have sufficient overall experience with past projects of a similar nature. –Includes descriptions of similar past projects where experience was gained and success achieved in program development and operations –Demonstrates that the combined experience of the applicant and any partner organization(s) demonstrates a capacity to successfully undertake the proposed activities and collaboratively implement the project

6. CED Application Reviewer Training Organizational Capacity – Organizational Profile Section FOA Evaluation Criteria Criterion is Fully Met if the Application… 2 For applicants that propose to partner with a more experienced CDC: Documentation of partnership with more experienced CDC partner(s). –Includes a description of a viable partnership with that CDC, including a workable strategy for the more experienced CDC to provide administrative, technical, and/or financial technical assistance –Demonstrates that the partner CDC has experience with activities similar to those to be undertaken

7. CED Application Reviewer Training Organizational Capacity – Organizational Profile  Narrative question: Overall, does the application demonstrate sufficient overall capacity and experience to successfully implement the proposed project?

8. CED Application Reviewer Training Organizational Capacity – Organizational Profile  Points Available:  Scoring Guidelines: – 0 points = No similar experience or partnerships with similar experience – 5 points = Less experienced team or lacking partnerships with a more experienced organization – 10 points = Combined capacity of highly qualified and experienced organizations, staff and/or partners sufficient to successfully carry out the project Minimum 0 Maximum 10

9. CED Application Reviewer Training Self-Review Quiz 1.The application must demonstrate experience of whom? a)Organization b)Staff c)Partners d)Both A and B e)All of the Above

10. CED Application Reviewer Training Self-Review Quiz 1.The application must demonstrate experience of whom? a)Organization b)Staff c)Partners d)Both A and B e)All of the Above

11. CED Application Reviewer Training Self-Review Quiz 2.If an applicant proposes to work with a more experienced CDC, its application must include what? a)A letter from the director of the partnering CDC attesting to the partnership b)A description of the partnership that includes a strategy for the more experienced CDC to provide assistance c)A demonstration that the more experienced CDC has experience with projects similar to the one proposed d)B and C e)All of the above

12. CED Application Reviewer Training Self-Review Quiz 2.If an applicant proposes to work with a more experienced CDC, its application must include what? a)A letter from the director of the partnering CDC attesting to the partnership b)A description of the partnership that includes a strategy for the more experienced CDC to provide assistance c)A demonstration that the more experienced CDC has experience with projects similar to the one proposed d)B and C e)All of the above

13. CED Application Reviewer Training Self-Review Quiz 3.To receive maximum points under this criterion the application must show what? a)A partnership with a more experienced CDC b)Description of prior CED-funded projects c)Combined capacity of highly qualified and experienced organizations, staff and/or partners is sufficient to successfully carry out the project d)All of the above

14. CED Application Reviewer Training Self-Review Quiz 3.To receive maximum points under this criterion the application must show what? a)A partnership with a more experienced CDC b)Description of prior CED-funded projects c)Combined capacity of highly qualified and experienced organizations, staff and/or partners is sufficient to successfully carry out the project d)All of the above

15. 4.2: ORGANIZATIONAL CAPACITY – PAST PERFORMANCE WITH SIMILAR JOB CREATION PROJECTS CED Application Reviewer Training

16. Organizational Capacity – Past Performance  Basis for scoring: Whether the application demonstrates that the applicant and all partner organizations have the experience necessary to successfully carry out the proposed project, including evidence of two similar projects undertaken by the applicant (or undertaken by the more experienced CDC, if applicable). – 10 points possible – Discussed on p. 43 of FOA

17. CED Application Reviewer Training Organizational Capacity – Past Performance Section FOA Evaluation Criteria Criterion is Fully Met if the Application… 1 Evidence of two similar projects undertaken by the applicant (or by the more experienced CDC) with quantitative and qualitative description of the impact and successful results achieved for each project. –Includes brief summaries of two similar job creation projects in the past, documenting the results achieved (number and type of businesses created or expanded, number and type of positions created, benefits generated by the project for low- income communities and individuals, and number of years of project operation and position availability)

18. CED Application Reviewer Training Organizational Capacity – Past Performance  Narrative question: Overall, does the application demonstrate that the applicant and all project partners have the experience necessary to successfully carry out the proposed project?

19. CED Application Reviewer Training Organizational Capacity – Past Performance  Points Available:  Scoring Guidelines: – 0 points = No evidence that applicant and partner have successful similar job creation projects in the past – 5 points = Applicant and/or partner has one successful similar job creation project in the past – 10 points = Applicant and/or partner has two successful similar job creation projects in the past Minimum 0 Maximum 10

20. CED Application Reviewer Training Self-Review Quiz 1.The basis for scoring the Past Performance portion of the application is whether the application demonstrates that the applicant has the experience necessary to successfully carry out the proposed project. a)True b)False

21. CED Application Reviewer Training Self-Review Quiz 1.The basis for scoring the Past Performance portion of the application is whether the application demonstrates that the applicant has the experience necessary to successfully carry out the proposed project. a)True b)False

22. CED Application Reviewer Training Self-Review Quiz 2.How many examples of similar projects must be included in this part of the application? a)1 b)2 c)3 d)4 e)5

23. CED Application Reviewer Training Self-Review Quiz 2.How many examples of similar projects must be included in this part of the application? a)1 b)2 c)3 d)4 e)5

24. 4.3: ORGANIZATIONAL CAPACITY – STAFF AND POSITION DATA CED Application Reviewer Training

25. Organizational Capacity – Staff and Position Data  Basis for scoring: Whether the application demonstrates that the individuals tasked with implementing the project have sufficient qualifications, experience, skills and abilities to successfully carry out the proposed project. Or, in cases where staff has not been hired, whether the application demonstrates an appropriate position description, recruitment strategy, and estimated hiring timeline. – 5 points possible – Discussed on p. 43 of FOA

26. CED Application Reviewer Training Organizational Capacity – Staff and Position Data Section FOA Evaluation Criteria Criterion is Fully Met if the Application… 1 Combined skills of Staff identified are qualified to carry out the proposed project. –Identifies and names key staff that will manage the project, coordinate activities and be responsible for achieving performance targets (may include both applicant staff and project partner staff)

27. CED Application Reviewer Training Organizational Capacity – Staff and Position Data Section FOA Evaluation Criteria Criterion is Fully Met if the Application… 1 (cont) Combined skills of Staff identified are qualified to carry out the proposed project. –Includes resumes and/or biographical sketches that demonstrate proposed staff’s qualifications for their roles on the project, related experience, and percent of time available for the project

28. CED Application Reviewer Training Organizational Capacity – Staff and Position Data Section FOA Evaluation Criteria Criterion is Fully Met if the Application… 2 Key staff together have appropriate experience with supervision, finance and business, and with the target population. –Includes resumes and/or biographical sketches showing that key staff have adequate supervisory experience, experience in finance and business development and management, and experience with the target population to successfully carry out their roles on the proposed project

29. CED Application Reviewer Training Organizational Capacity – Staff and Position Data Section FOA Evaluation Criteria Criterion is Fully Met if the Application… 3 For positions without key staff identified: Documentation of staff recruitment. –Includes position description, description of recruitment strategy and estimated hiring timeline

30. CED Application Reviewer Training Organizational Capacity – Staff and Position Data  Narrative question: Overall, does the application identify qualified staff to carry out the proposed project? If staff have not been hired, does the application demonstrate an appropriate position description, recruitment strategy, and estimated hiring timeline?

31. CED Application Reviewer Training Organizational Capacity – Staff and Position Data  Points Available:  Scoring Guidelines: – 0 points = No staff or staffing plan proposed; or staff proposed are not qualified, experienced and/or available (OR, for staff who have not yet been hired, the recruitment process described is not likely to attract appropriate candidates when their skills are required for the project) Minimum 0 Maximum 5

32. CED Application Reviewer Training Organizational Capacity – Staff and Position Data  Scoring Guidelines(cont): – 3 points = Staff with related skills, but not sufficiently experienced in relevant projects or availability not certain (OR, for staff who have not yet been hired, the position description and recruitment strategy do not clearly target appropriately qualified and experienced candidates, and/or the hiring timeline may not have a person in place within the timeframe required for the project)

33. CED Application Reviewer Training Organizational Capacity – Staff and Position Data  Scoring Guidelines (cont): – 5 points = Highly qualified, experienced, and available staff in the industries of the project (OR, for staff who have not yet been hired, it is clear from the position description and recruitment strategy that the organization is seeking appropriately qualified and experienced candidates, and the hiring timeline shows that that person is likely to be in place within the timeframe required for the project)

34. CED Application Reviewer Training Self-Review Quiz 1.What should be included to demonstrate the proposed staff’s qualifications? a)Resumes and/or biographical sketches b)Related experience c)Percent of time available for the project d)Both A and C e)All of the above

35. CED Application Reviewer Training Self-Review Quiz 1.What should be included to demonstrate the proposed staff’s qualifications? a)Resumes and/or biographical sketches b)Related experience c)Percent of time available for the project d)Both A and C e)All of the above

36. CED Application Reviewer Training Self-Review Quiz 2.The application must identify staff must have experience with which of the following? a)Experience in data management b)Supervisory experience c)Experience in finance and business d)Both B and C e)All of the above

37. CED Application Reviewer Training Self-Review Quiz 2.The application must identify staff must have experience with which of the following? a)Experience in data management b)Supervisory experience c)Experience in finance and business d)Both B and C e)All of the above

38. CED Application Reviewer Training Self-Review Quiz 3.If key staff for the project are not already in place, what recruitment information should application include? a)Position description b)Recruitment strategy c)Hiring timeline d)All of the above

39. CED Application Reviewer Training Self-Review Quiz 3.If key staff for the project are not already in place, what recruitment information should application include? a)Position description b)Recruitment strategy c)Hiring timeline d)All of the above

40. CED Application Reviewer Training Module 4 Wrap-up  What you’ve learned… – The basis for scoring the Organizational Capacity criterion – Guidance on evaluating each Organizational Capacity sub- criterion Organizational Profile Past Performance with Similar Job Creation Projects Staff and Position Data – Direction on how to score each sub-criterion  What’s next? – Module 5: Public Support