OCS Evaluation Initiative: Job Opportunities for Low-Income (JOLI) Individuals

				OMB	Control	Number	0970-	XXXX
				Expiration	Date:	XX/	XX/	XXXX
QUESTIONNAIRE TITLE		Questionnaire for OCS -- JOLI Grantees in the US
Introductory Explanation
Dear OCS-JOLI Grantee:
This year, the Office of Community Services (OCS) is collecting key information about the Job Opportunities for Low-Income Individuals (JOLI) projects in the United States. The questionnaire (attached) will collect information concerning outcomes and management. Should you have any questions concerning this questionnaire or the work of AED, you may contact Dr. Rose Ann Renteria at rrenteria@aed.org or by calling (202) 884-8608.
The Paperwork Reduction Act (PRA) of 1995 - Burden Statement
Public reporting burden for this collection of information is estimated to average 1.5 hours including the time for reviewing instructions, gathering and maintaining the data needed, and completing and reviewing the collection of information. An agency may not conduct or sponsor, and a person is not required to respond to, a collection of information unless it displays a currently valid OMB control number. OCS grantees should not use more than 3 hours in total to complete the questionnaire.
What if no data are available to complete the questionnaire?
As needed, simply "click" on the box marked "Data Not Available". As stated in the burden statement (above), OCS grantees must not use more than 3 hours total to complete the questionnaire.
What if my organization has both CED and JOLI projects to report on?
There are separate questionnaires for each Program area. Please complete a CED questionnaire for the CED grant and a JOLI questionnaire for the JOLI grant.
BEGIN JOLI QUESTIONNAIRE
i. Date questionnaire is being completed		Month (pull down)		Day (pull down)		Year (pull down)
ii. Name of person completing the questionnaire		First Name			Last Name
iii. Job Title
iv. Telephone Number
v. Email
PROJECT DESCRIPTION
Instructions
Please review the following information about your project. If the information is correct, click "yes." If the information is incorrect, click "no" and provide correct information in the space provided.
					Click 1 only		if no, please input correct info:
1. Organization Name					○	Yes
					○	No
							if no, please input correct info:
2. JOLI Grantee Project Number					○	Yes
					○	No
							if no, please input correct info:
3. Approved JOLI Award Amount					○	Yes
					○	No
							if no, please input correct info:
4. Project Start Date					○	Yes
					○	No
5. Project End Date					○	Yes	if no, please	input correct
					○	No	info:
6. Did your project start as planned on the above date?		○	Yes	Go to 7
		○	No	Go to 6a
6a	If not, what was the actual start date?		Month (pull down)		Year (pull down)
6b	Why was the start date delayed?		text box
7. Are your project activities on schedule as stated in your work plan?		○	Yes	Go to 8
		○	No	Go to 7a
7a	Please indicate main reasons for the delay in your schedule.		text box
8. Did your organization purchase equity in a business with JOLI grant funds?					○	Yes
					○	No
9. Did your organization create a revolving loan fund with JOLI grant funds?					○	Yes
					○	No
10. What is the geographic location of your JOLI project?		Click 1 only	○	Rural
			○	Urban
11. Please indicate if any of the following development designations apply to the geographic area in which this JOLI project is taking place:		Click all that apply	○	Empowerment zone
			○	Enterprise zone
			○	Enterprise community
			○	Renewal community
			○	Other:	text box
12. During project implementation with which organizations have you coordinated with for participant referrals?
			○	Local TANF office(s)
		Click all that apply	○	Local employment agency(cies)
			○	Local child support enforcement agency(cies)
			○	State TANF office(s)
			○	State employment agency(cies)
			○	State child support enforcement agency(cies)
			○	Other:	text box
13. How many board members does your organization have?
For the following questions, please note that some board members may be classified in more than one category:
13a How many of your board members would you classify as civic leaders?
13b How many of your board members would you classify as business leaders?
13c How many of your board members would you classify as local residents of the JOLI project area?
PROJECT OUTCOMES
Instructions
Please provide information below. This information will be used to summarize key JOLI project outcomes.
AED understands that some of the data requested below may not be currently collected or available. However, last year, we found that some JOLI grantees could provide this type of information. With that in mind, please provide the data requested if you can.
As needed, please "click" on "data not collected" to complete the questionnaire.
NEW BUSINESS CREATION & RETENTION
14. At this point, has your JOLI projected created new businesses?			○	Yes	Go to 14a
			○	No
14a	How many new businesses have been created?
14b	Of the new businesses created, how many have stayed in operation for at least 12 months?		New businesses stayed in operation 12+ months:
NEW JOB CREATION
15. Has your JOLI project created full- and/or part-time jobs for individuals?		Click 1 only	○	Yes	Our project has created BOTH part-time and full-time jobs		Go to 16 and 17
			○	Yes	Our project has created full-time jobs only		Go to 16 then skip to 18
			○	Yes	Our project has created part-time jobs only		Go to 17 then skip to 23
			○	No	Our project has not created jobs		Go to 23
							Data not available
16. How many full-time jobs have been created to date during the JOLI grant period in question?							○
16a What job strategy has been used for this JOLI grant?
		Click all that apply			○	Business Creation
					○	Business Expansion
					○	Microenterprise
					○	Non-traditional Job Training & Placement
					○	Self-employment
					○	Other -- Please provide a description
						of your project:
							text box
16b	What is the average hourly starting wage of the full-time jobs that have been created to date during the JOLI the grant period?						○
16c	How many of the full-time jobs that have been created to date offer health care benefits?						○
16d	How many of the full-time jobs created to date offer retirement benefits?						○
16e	How many of the full-time jobs created to date provide paid sick leave?						○
16f	How many of the full-time jobs created to date offer profit sharing benefits?						○
17. How many part-time jobs have been created to date during the JOLI grant period in question?							○
JOB RETENTION
18. How many of the full-time jobs created by the JOLI project have been retained in the community for at least six months?							Data not available
				# Full-time jobs retained 6+ months:			○
19. How many of the full-time jobs created by the JOLI project have been retained in the community for at least 12 months?							Data not available
				# Full-time jobs retained 12+ months:			○
20. Did any employer or business already operating in the community decide NOT to shut down or relocate to a different location outside the community as a result of this project?				○	Yes	Go to 22a
				○	No
				○	Don't Know
							Data not available
20a	How many existing jobs were retained in the community as a result of the JOLI funded project?						○
EMPLOYMENT & RETENTION OF TARGET POPULATION
							Data not available
21. For full-time jobs that have been created during the grant period, please indicate how many positions have been filled by Low-Income Individuals?							○
21a	What was the average hourly starting wage for these Low-Income Individuals?						○
21b	How many of these individuals retained their jobs for at least six months?				# Who retained full-time jobs 6+ months:		○
21c	How many of these individuals retained their jobs for at least 12 months?				# Who retained full-time jobs 12+ months:		○
22. For full-time jobs that have been created during the grant period, please indicate how many positions have been filled by TANF recipients?							○
							○
22a	What was the average hourly starting wage for these TANF recipients?						○
22b	How many of these TANF recipients retained these jobs for at least 6 months?				# TANF recipients who retained 6+ months:		○
22c	How many of these TANF recipients retained these jobs for at least 12 months?				# TANF recipients who retained 12+ months:		○
INDIVIDUALS TRAINED
23. Were you funded with this JOLI award to train individuals?		Click 1 only	○	Yes	Go to 24a
			○	No	Our JOLI has not trained individuals
							Data not available
23a	At this point, how many individuals in total have been trained by your project?						○
23b	At this point, how many Low-Income Individuals have been trained by your project?						○
23c	At this point, of all individuals trained by your project, how many received TANF at the start of the training?						○
DOLLARS LEVERAGED
24. Has your JOLI grant leveraged additional project dollars?		Click 1 only	○	Yes	Go to 25a
			○	No	If your project was suppose to leverage additional funding and has not, please explain why:
					text box
								Go to 26
							Data not available
24a	At this point, how many total dollars has your JOLI project leveraged?						○
24b	At this point, how many total dollars have been leveraged directly from loans?						○
24c	At this point, how many total dollars have been leveraged directly from government funds?						○
24d	At this point, how many total dollars have been leveraged directly from the private sector?						○
24e	In your opinion, what have been the key positive outcomes of leveraging U.S. dollars?
PROJECT MANAGEMENT
Instructions
Please provide information below on your project's overall capacity. This information will be used to summarize project management successes and challenges. The questions below use the McKinsey Capacity Self Assessment Grid; AED has revised questions and questionnaire responses as needed.
The questions below allow grantees to self-assess their overall management. With that in mind, please circle the questionnaire response that best describes your JOLI project management.
GOALS/ PERFORMANCE TARGETS	1		2		3		4
25. How would you rank your organization's strategy to define project goals/performance targets?	Performance targets are non-existent or few; targets are vague, or confusing, or either too easy or impossible to achieve; not clearly linked to strategy, and may change from year to year; targets largely unknown or ignored by staff		Realistic targets exist in some key areas, and are mostly aligned with aspirations and strategy; may lack aggressiveness, or be short-term, lack milestones, or mostly focused on "inputs" (things to do right), or often renegotiated; staff may or may not know and adopt targets		Quantified, aggressive targets in most areas; linked to aspirations and strategy; mainly focused on "outputs/outcomes" (results of doing things right) with some "inputs"; typically multiyear targets, though may lack milestones; targets are known and adopted by most staff who usually use them to broadly guide work		Limited set of quantified, genuinely demanding performance targets in all areas; targets are tightly linked to aspirations and strategy, output/outcome-focused (i.e., results of doing things right as opposed to inputs, things to do right), have annual milestones, and are long-term nature, staff consistently adopts targets and works diligently to achieve them
PERFORMANCE MANAGEMENT	1		2		3		4
26. How would you rank your organization's performance management?	Very limited measurement and tracking of performance; all or most evaluation based on anecdotal evidence; organization collects some data or project activities and outputs (e.g., number of individuals served) but has no social impact measurement (measurement of social outcomes, e.g., job unemployment rate lowered)		Performance partially measured and progress partially tracked; organization regularly collects solid data on project activities and outputs (e.g., number of individuals served) but lacks data-driven externally validated social impact measurement		Performance measured and progress tracked in multiple ways, several times a year, considering social, financial, and organizational impact of project and activities; multiplicity of performance indicators; social impact measured; but long-term or third-party nature of evaluation is missing		Well-developed comprehensive integrated system (e.g., balanced scorecard) used for measuring organization's performance and progress on continual basis, including social, financial, and organizational impact of project and activities; small number of clear, measurable, and meaningful key performance indicators; social impact measured based on longitudinal studies, and performed or supervised by third-party experts
SYSTEMS AND INFRA-STRUCTURE	1		2		3		4
27. How would you rank your organization's strategic planning systems?	Planning happens on an ad hoc basis only and is not supported by systematically collected data		Planning done regularly and uses some systematically collected data		Regular planning complemented by ad hoc planning when needed; some data collected and used systematically to support planning effort and improve it		Regular planning complemented by ad hoc planning when needed; clear, formal systems for data collection in all relevant areas; data collection in all relevant areas; data used systematically to support planning effort and improve it
28. How would you rank your organization's financial operations management?	1		2		3		4
	Gifts and grants deposited and acknowledged, bills paid, supporting documentation collected/retained		Financial activities transparent, clearly and consistently recorded and documented, include appropriate checks and balances, and tracked to approve budget		Formal internal controls governing all financial operations; fully tracked, supported and reported, annually audited fund flows well managed; attention is paid to cash flow management		Robust systems and controls in place governing all financial operations and their integration with organizational objectives/strategic goals, decision making, and budgeting; cash flow actively managed
CLOSING -- FINAL DATA VERIFICATION
For data quality, all data must be verified by the grantee project manager and/or principal investigator to ensure that all information is accurate and complete.
Who has verified that the data submitted in this JOLI questionnaire is accurate and verified by the JOLI program?		Click all that apply	○	Program Manager		Text box: type in name of person
			○	Principal investigator		Text box: type in name of person
			○	Other:		Text box: type in name and title of person
Thank you.