Tenant Selection Policy Doc
Tenant Selection Policy & Process
DRAFT
Author: Jerry Forbes Centre Foundation May 2015
1
May 2015
www.jerryforbescentre.ca
Table of Contents Project Overview………………………………………………….…3 Tenant Selection Policy…………………………………………….4 Tenant Selection Process………………………………………….5 Appendix A – Tenant Application………………………………….6 Appendix B – Tenant Information Summary……………………10 Appendix C – Tenant Evaluation Summary…………………….11
Contact:
2
Debbie Walker, Executive Director Jerry Forbes Centre Foundation www.jerryforbescentre.ca [email protected]
May 2015
www.jerryforbescentre.ca
Project Overview Introduction Imagine a community where CHED Santas Anonymous and many other non-profit organizations have a stable home in a shared location. There is a vision taking shape in Edmonton’s Capital Region: a vision that speaks to the very fabric of who we are and how we care for our community. The Jerry Forbes Centre for Community Spirit will be just that; a multi-tenant, non-profit facility promoting collaboration and innovation for many agencies to deliver their programs in an affordable, visible, safe environment. The Jerry Forbes Centre will be a destination for volunteers, a legacy for Edmonton, AB Canada.
Our Values 1. Ethical Selection of tenants will be open and transparent and ensure fit with the JFC vision and values 2. Quality JFC will be a well-maintained, clean, safe and secure facility 3. Integrity Issues and conflicts will be resolved in fair and equitable manner 4. Collaboration Space appropriation will facilitate the creation of a "Animated Centre", meet the needs of the business hub for the administration of charitable organizations and promote collaboration, innovation and sharing 5. Open Communication Information impacting JFC and stakeholders will be clearly communicated in a timely and efficient fashion 6. Fairness Shared operational costs will be predictable, and allocated fairly and appropriately. 7. Volunteerism JFC will be known as a centre of excellence for volunteerism
Background for Tenant Selection Tenancy in the Jerry Forbes Centre (JFC) is criteria based to ensure JFC values are upheld. When creating this tenant policy we considered the City of Edmonton’s non-profit guidelines for leasing space and combined these with the goals for our Centre and the best practices from other non-profit centers who share their expertise via the Nonprofit Centers Network, www.nonprofitcenters.org. This policy has been vetted through the Tenant Selection team which is part of the Centre Operations and Management Committee of the Jerry Forbes Centre Foundation. Initial policy from 2010 has been reviewed and updated now in 2015 from what we have learned from over 50 interested tenant applicants, 30 actual interviews and the reality of comprise to be successful in a collaborative. The Tenant Selection process needs to be flexible as well as fair. Understanding the culture and fit within the Jerry Forbes Centre is very important and a personal on-site visit to an organization is always recommended. The Tenant Selection Volunteer Committee involvement is crucial for impartiality and transparency. The Board has the final say on moving organizations forward.
3
May 2015
www.jerryforbescentre.ca
Tenant Selection Policy Policy Number
JFCF – 002
Policy Category
Centre Operations and Management
Policy Name
TENANT SELECTION
Purpose
To provide a transparent policy on Tenant Selection in order in ensure that the Jerry Forbes Centre space is leased to tenants who fit the values of the Centre. This provides information to interested organizations and guides the tenant selection process.
Authority
Centre Operations and Management Committee (Tenant Selection)
Policy
The Jerry Forbes Centre is looking for Organizations that: Are non-profits with founding documents Serve Edmonton and/or the Capital Region Are open to innovation and collaboration with other organizations Are willing to invest in collaborative activities Engage volunteers to deliver programs and services Demonstrate financial sustainability
Preference will be given to qualifying tenants with: o o o
CRA registered organizations founded three or more years. Organizations whose primary focus is in the field of Human Services Organizations whose primary use of office space is administrative in nature
Organizations that will not be considered for tenancy are: o o o
Approved Date
For-Profit or corporate organizations Set up for political or religious reasons Whose services may present a security risk to other tenants
May 4, 2015
Review
4
May 2015
www.jerryforbescentre.ca
Tenant Selection Process: 1. Eligibility
Organization determines eligibility based on Primary Criteria (Appendix A – Application) If organization determines they are not eligible they may contact JFCF to discuss If Organization, (Tenant Applicant) believes they pass the Primary Criteria they submit a detailed Application, (on-line or via printed form)
2. Review Tenant Application
JFC staff Verify Completeness and confirm data If incomplete, a request for more data is made otherwise move to next step
3. Interview Organization (Tenant Applicant)
Conduct interview and site visit with Tenant Applicant. Minimum of one JFC staff and at least one Tenant Committee volunteer to attend. (a script is used to draw out further details from applicants to enable better evaluation). Visitation to the Tenant Applicant’s program(s) takes place if possible Summary prepared for Tenant Selection Committee (Appendix B - Tenant Information Summary) Map space requested to space available; if potential fit, move to next step
4. Tenant Selection Committee Evaluates Applicant
Evaluate and rank each application with Tenant Evaluation Summary (see Appendix C), and mapped space request. If organization approved by the committee for tenancy; prepare recommendation report including the Tenant Information Summary and Evaluation
5. Board of Directors Reviews Tenant Applicant Recommendations
Board to review all recommendations If the Board declines; a meeting is set up to speak to the Applicant in-person and explain the findings
If the Board requires more information, the Tenant Selection Committee carries out further research including site visits If the Board approves; the Tenant Applicant moves to Intent-to-Lease
5
May 2015
www.jerryforbescentre.ca
Appendix A – Tenant Application Primary Selection Criteria You are a registered non-profit organization with founding documents Your organization primarily serves Edmonton and the Capital Region Your organization is open to collaboration with other organizations
Organization Information Organization Name and Address: Mailing Address the same as above? YES, NO?
If NO: Mailing Address:
Contact Name Position, Phone, Email, Name of Person Submitting (If different than above), Phone, Email
Incorporation and Charity Information Incorporation Date: Which Act? Societies Act
Part 9 Companies Act
Alberta Co-Operatives
Agricultural Societies Act
Alberta Co-Operatives
Other:
Date of Most Recent Annual Filing to Alberta Corporate Registry:
CRA Registered? Yes
No
Charity Registration Number, CRA Registration Date:
Mission:
Vision and Values: Overview of Programs and Services List and briefly describe the programs that you will provide at the Centre. 6
May 2015
www.jerryforbescentre.ca
Program Name
Clients Served
Description
Total Volunteers
Volunteer Hours
Frequency / Typical Dates
Office Space Needs Will you require Office Space? Yes
No
Number of Private Offices (90-120 square feet) Frequency of Private Offices
Annually
Monthly
Weekly
Other
Provide Timing Details if Needed i.e. 2 full-time staff will use the private office and workstation, One part-time staff and various volunteers will rotate in the second workstation daily Number of Workstations (50-75 square feet) Frequency of Workstations
Annually
Monthly
Weekly
Other
Provide Timing Details if Needed i.e. 2 full-time staff will use the private office and workstation, One part-time staff and various volunteers will rotate in the second workstation daily Number of Hot Desks (20-50 square feet) Frequency of Hot Desks Annually Provide Timing Details if Needed
Monthly
Weekly
Other
Open Area Office Files / Storage Space Needs Total File Storage / Storage Space 10 square feet each – 2’x4’ horizontal file cabinet Number of Storage Cupboards 10’ x 10’ for tents, signage, displays, etc
7
May 2015
www.jerryforbescentre.ca
Office Meeting Needs Room Type
Number of Rooms
Frequency
Interview Rooms (2-4 People) Small Meeting Rooms (6-8 People) Medium Rooms (8-14 People) Large Meeting Rooms / Classrooms (up to 25 People) Other Room Type
Cash Handling Needs Do you require access to a secure count room?
YES, NO
Frequency Do you require access to a money safe compartment? YES, NO Frequency Warehouse Space Needs Do you require Warehouse Space? YES, NO Approximate Warehouse Space (in Square Feet) Frequency:
Annually
Monthly
Weekly
Other
Provide type & timing details if needed i.e. Marching band practice weekly on Saturdays
Current Tenancy Lease Information: Office Space Total Square Feet,
Total Cost Annually,
Warehouse Space Total Square Feet,
8
Total Cost Annually, Date Current Lease Expires
May 2015
www.jerryforbescentre.ca
Usage
Annual Financials Please provide the last three years of financial information Year
Total Revenue
Total Expenses
Net
Benefits (Give) What does your organization have that could be shared for our collective benefit and to help us build capacity, reduce duplication or simply perform more efficiently as a partner?
Benefits (Get) What perceived benefits can you see will be gained by your tenancy in the Jerry Forbes Centre? Examples – solves a pain point, what working with other organizations means. etc.
Board Motion We have a Board Motion demonstrating interest to become a tenant, YES/NO Enter Date() or NO: Motion forthcoming and expected date of Board Motion (enter date)
9
May 2015
www.jerryforbescentre.ca
Appendix B – Tenant Information Summary Organization: «Organization» Recommendation: Proceed with Application and Intent to Lease Date: : «Date» Organization Details: Mission: «Mission» Vision: «Vision» Values: «Core_Values» Volunteer Program Information: «Volunteer Program Information» Programs: «Program_Info» «Programs» (Note: This includes information on time of day programs are run and any special requirements for programs) Hearts Touched Annually: «Hearts_Touched_Annually» Annual Volunteer Hours: «Volunteer_Hours_Annually»
Space Requirements Office Use: year round People:«People» Total Office Space Sq Ft: (approx) «total_office_sq_ft» Offices: «office» Workstations: «workstation» Small Workstations: «small workstation» Hot Desks: «hot_desks» (Note: This will include the size (office, workstation, small workstation) Office Storage: «office_storage» + «longterm_storage» = total storage Warehouse Use: year round
Warehouse: «warehouse_space_when_and_how_much»
Other: «other_space» Current Space: «Current_Office_sqft__cost_annually»«current_warehouse_sqft__cost_annuall» Current Space Rate: Centre Access Requirements: «Human_Resources_Info» (Note: to provide information on Traffic of organization – Example: 3 staff-24 X7 access to centre 27 volunteers for mail outs daily between 45 to 125 clients per day, scheduled and walk ins. Require 2 full time parking stalls – with 10 dedicated stalls for visitor parking – willing to work with visitor parking provided by building.)
Collaboration
Organization’s Offer to Tenant in Centre: «tenant_offer_to_centre» Organization’s Perceived Benefits: «perceived_benefit» 10
May 2015
www.jerryforbescentre.ca
Appendix C – Tenant Evaluation Summary Tenant Prospect (name)
____________________________________________________
This form is used as a guideline to evaluate Tenant Applicants. The evaluation is based on information provided, and interview/discussion(s) with the Tenant Applicant. STEP 1 is an initial eligibility assessment. If all questions in Step 1 are 'Yes', the evaluation will continue on to STEP 2. If any answers differ, then further review will be required. 2 to 4 reviewers will complete the evaluation in STEP 2 using a ranking system for each criteria as per the following scale: 1. Not well suited to the Jerry Forbes Centre 2. Marginal fit for the Centre 3. Satisfactory, could be better 4. Very Good 5. Excellent, meets all criteria, perfect fit Once the form is complete, the scores are weighted to arrive at a ‘final score'. The reviewers will meet to discuss the Tenant Prospect's application, fit, and score. Once a decision is made, it will be presented to the Board for agreement and the Tenant Prospect will be contacted. PLEASE NOTE: this can be subjective, so each team member will complete the evaluation independently and brought together to create an average rank and remove as much bias as possible.
Supporting Documents Document Type
Do we have?
Application
Yes/No
Interview/Discussion Notes and Research
Yes/No
Strategic and/or Business Plan (ideally with some indication of budget)
Yes/No
Current By-laws/Articles of Association
Yes/No
Board Motion with Directors list
Yes/No
11
May 2015
Answer
www.jerryforbescentre.ca
Tenant Prospect (name)
____________________________________________________
STEP 1 – Eligibility
Reviewer
#
Requirement
Values
#1
1.
Organization/Incorporation
Yes/No
2.
Date of last filing for CRA and Alberta - to confirm status of organization
CRA - Yes/No/NA AB - Yes/No/NA
3.
Programs serving local Edmonton and Capital Region Area?
Yes/No
4.
Space needs alignment A – Warehouse B - Office
A. Warehouse Yes/No/Somewhat B. Office Yes/No/Somewhat
5.
Financial ability to lease space
Yes/No/Somewhat
6.
Any significant risks or concerns Are they eligible to continue?
Yes/No - must have comments
Committee Confirmation
STEP 2 – Organizational Alignment Reviewers Requirement
Maximum
7.
Volunteerism (demonstrates established volunteer program)
5
8.
Programming (community benefit, valued, Legitimate?)
5
9.
Space usage alignment
10
10.
Financial Sustainability (Assigned to Financial Reviewer Only)
10
11.
Ability to Contribute to Tenants in the Centre
10
12.
Openness to Actively Collaborate
10
13.
Interest in shared services offered by the Centre
5
14.
Human Services Focus?
5
#
#1
#2
#3
#4
Total Comments/interviews with staff/board members and observation of programs: (ATTACH NOTES)
As prepared by Tenant Selection Sub-committee members at:
on
(date)
Names: _____________________________________________________________________________________ 12
May 2015
www.jerryforbescentre.ca
DRAFT
Author: Jerry Forbes Centre Foundation May 2015
1
May 2015
www.jerryforbescentre.ca
Table of Contents Project Overview………………………………………………….…3 Tenant Selection Policy…………………………………………….4 Tenant Selection Process………………………………………….5 Appendix A – Tenant Application………………………………….6 Appendix B – Tenant Information Summary……………………10 Appendix C – Tenant Evaluation Summary…………………….11
Contact:
2
Debbie Walker, Executive Director Jerry Forbes Centre Foundation www.jerryforbescentre.ca [email protected]
May 2015
www.jerryforbescentre.ca
Project Overview Introduction Imagine a community where CHED Santas Anonymous and many other non-profit organizations have a stable home in a shared location. There is a vision taking shape in Edmonton’s Capital Region: a vision that speaks to the very fabric of who we are and how we care for our community. The Jerry Forbes Centre for Community Spirit will be just that; a multi-tenant, non-profit facility promoting collaboration and innovation for many agencies to deliver their programs in an affordable, visible, safe environment. The Jerry Forbes Centre will be a destination for volunteers, a legacy for Edmonton, AB Canada.
Our Values 1. Ethical Selection of tenants will be open and transparent and ensure fit with the JFC vision and values 2. Quality JFC will be a well-maintained, clean, safe and secure facility 3. Integrity Issues and conflicts will be resolved in fair and equitable manner 4. Collaboration Space appropriation will facilitate the creation of a "Animated Centre", meet the needs of the business hub for the administration of charitable organizations and promote collaboration, innovation and sharing 5. Open Communication Information impacting JFC and stakeholders will be clearly communicated in a timely and efficient fashion 6. Fairness Shared operational costs will be predictable, and allocated fairly and appropriately. 7. Volunteerism JFC will be known as a centre of excellence for volunteerism
Background for Tenant Selection Tenancy in the Jerry Forbes Centre (JFC) is criteria based to ensure JFC values are upheld. When creating this tenant policy we considered the City of Edmonton’s non-profit guidelines for leasing space and combined these with the goals for our Centre and the best practices from other non-profit centers who share their expertise via the Nonprofit Centers Network, www.nonprofitcenters.org. This policy has been vetted through the Tenant Selection team which is part of the Centre Operations and Management Committee of the Jerry Forbes Centre Foundation. Initial policy from 2010 has been reviewed and updated now in 2015 from what we have learned from over 50 interested tenant applicants, 30 actual interviews and the reality of comprise to be successful in a collaborative. The Tenant Selection process needs to be flexible as well as fair. Understanding the culture and fit within the Jerry Forbes Centre is very important and a personal on-site visit to an organization is always recommended. The Tenant Selection Volunteer Committee involvement is crucial for impartiality and transparency. The Board has the final say on moving organizations forward.
3
May 2015
www.jerryforbescentre.ca
Tenant Selection Policy Policy Number
JFCF – 002
Policy Category
Centre Operations and Management
Policy Name
TENANT SELECTION
Purpose
To provide a transparent policy on Tenant Selection in order in ensure that the Jerry Forbes Centre space is leased to tenants who fit the values of the Centre. This provides information to interested organizations and guides the tenant selection process.
Authority
Centre Operations and Management Committee (Tenant Selection)
Policy
The Jerry Forbes Centre is looking for Organizations that: Are non-profits with founding documents Serve Edmonton and/or the Capital Region Are open to innovation and collaboration with other organizations Are willing to invest in collaborative activities Engage volunteers to deliver programs and services Demonstrate financial sustainability
Preference will be given to qualifying tenants with: o o o
CRA registered organizations founded three or more years. Organizations whose primary focus is in the field of Human Services Organizations whose primary use of office space is administrative in nature
Organizations that will not be considered for tenancy are: o o o
Approved Date
For-Profit or corporate organizations Set up for political or religious reasons Whose services may present a security risk to other tenants
May 4, 2015
Review
4
May 2015
www.jerryforbescentre.ca
Tenant Selection Process: 1. Eligibility
Organization determines eligibility based on Primary Criteria (Appendix A – Application) If organization determines they are not eligible they may contact JFCF to discuss If Organization, (Tenant Applicant) believes they pass the Primary Criteria they submit a detailed Application, (on-line or via printed form)
2. Review Tenant Application
JFC staff Verify Completeness and confirm data If incomplete, a request for more data is made otherwise move to next step
3. Interview Organization (Tenant Applicant)
Conduct interview and site visit with Tenant Applicant. Minimum of one JFC staff and at least one Tenant Committee volunteer to attend. (a script is used to draw out further details from applicants to enable better evaluation). Visitation to the Tenant Applicant’s program(s) takes place if possible Summary prepared for Tenant Selection Committee (Appendix B - Tenant Information Summary) Map space requested to space available; if potential fit, move to next step
4. Tenant Selection Committee Evaluates Applicant
Evaluate and rank each application with Tenant Evaluation Summary (see Appendix C), and mapped space request. If organization approved by the committee for tenancy; prepare recommendation report including the Tenant Information Summary and Evaluation
5. Board of Directors Reviews Tenant Applicant Recommendations
Board to review all recommendations If the Board declines; a meeting is set up to speak to the Applicant in-person and explain the findings
If the Board requires more information, the Tenant Selection Committee carries out further research including site visits If the Board approves; the Tenant Applicant moves to Intent-to-Lease
5
May 2015
www.jerryforbescentre.ca
Appendix A – Tenant Application Primary Selection Criteria You are a registered non-profit organization with founding documents Your organization primarily serves Edmonton and the Capital Region Your organization is open to collaboration with other organizations
Organization Information Organization Name and Address: Mailing Address the same as above? YES, NO?
If NO: Mailing Address:
Contact Name Position, Phone, Email, Name of Person Submitting (If different than above), Phone, Email
Incorporation and Charity Information Incorporation Date: Which Act? Societies Act
Part 9 Companies Act
Alberta Co-Operatives
Agricultural Societies Act
Alberta Co-Operatives
Other:
Date of Most Recent Annual Filing to Alberta Corporate Registry:
CRA Registered? Yes
No
Charity Registration Number, CRA Registration Date:
Mission:
Vision and Values: Overview of Programs and Services List and briefly describe the programs that you will provide at the Centre. 6
May 2015
www.jerryforbescentre.ca
Program Name
Clients Served
Description
Total Volunteers
Volunteer Hours
Frequency / Typical Dates
Office Space Needs Will you require Office Space? Yes
No
Number of Private Offices (90-120 square feet) Frequency of Private Offices
Annually
Monthly
Weekly
Other
Provide Timing Details if Needed i.e. 2 full-time staff will use the private office and workstation, One part-time staff and various volunteers will rotate in the second workstation daily Number of Workstations (50-75 square feet) Frequency of Workstations
Annually
Monthly
Weekly
Other
Provide Timing Details if Needed i.e. 2 full-time staff will use the private office and workstation, One part-time staff and various volunteers will rotate in the second workstation daily Number of Hot Desks (20-50 square feet) Frequency of Hot Desks Annually Provide Timing Details if Needed
Monthly
Weekly
Other
Open Area Office Files / Storage Space Needs Total File Storage / Storage Space 10 square feet each – 2’x4’ horizontal file cabinet Number of Storage Cupboards 10’ x 10’ for tents, signage, displays, etc
7
May 2015
www.jerryforbescentre.ca
Office Meeting Needs Room Type
Number of Rooms
Frequency
Interview Rooms (2-4 People) Small Meeting Rooms (6-8 People) Medium Rooms (8-14 People) Large Meeting Rooms / Classrooms (up to 25 People) Other Room Type
Cash Handling Needs Do you require access to a secure count room?
YES, NO
Frequency Do you require access to a money safe compartment? YES, NO Frequency Warehouse Space Needs Do you require Warehouse Space? YES, NO Approximate Warehouse Space (in Square Feet) Frequency:
Annually
Monthly
Weekly
Other
Provide type & timing details if needed i.e. Marching band practice weekly on Saturdays
Current Tenancy Lease Information: Office Space Total Square Feet,
Total Cost Annually,
Warehouse Space Total Square Feet,
8
Total Cost Annually, Date Current Lease Expires
May 2015
www.jerryforbescentre.ca
Usage
Annual Financials Please provide the last three years of financial information Year
Total Revenue
Total Expenses
Net
Benefits (Give) What does your organization have that could be shared for our collective benefit and to help us build capacity, reduce duplication or simply perform more efficiently as a partner?
Benefits (Get) What perceived benefits can you see will be gained by your tenancy in the Jerry Forbes Centre? Examples – solves a pain point, what working with other organizations means. etc.
Board Motion We have a Board Motion demonstrating interest to become a tenant, YES/NO Enter Date() or NO: Motion forthcoming and expected date of Board Motion (enter date)
9
May 2015
www.jerryforbescentre.ca
Appendix B – Tenant Information Summary Organization: «Organization» Recommendation: Proceed with Application and Intent to Lease Date: : «Date» Organization Details: Mission: «Mission» Vision: «Vision» Values: «Core_Values» Volunteer Program Information: «Volunteer Program Information» Programs: «Program_Info» «Programs» (Note: This includes information on time of day programs are run and any special requirements for programs) Hearts Touched Annually: «Hearts_Touched_Annually» Annual Volunteer Hours: «Volunteer_Hours_Annually»
Space Requirements Office Use: year round People:«People» Total Office Space Sq Ft: (approx) «total_office_sq_ft» Offices: «office» Workstations: «workstation» Small Workstations: «small workstation» Hot Desks: «hot_desks» (Note: This will include the size (office, workstation, small workstation) Office Storage: «office_storage» + «longterm_storage» = total storage Warehouse Use: year round
Warehouse: «warehouse_space_when_and_how_much»
Other: «other_space» Current Space: «Current_Office_sqft__cost_annually»«current_warehouse_sqft__cost_annuall» Current Space Rate: Centre Access Requirements: «Human_Resources_Info» (Note: to provide information on Traffic of organization – Example: 3 staff-24 X7 access to centre 27 volunteers for mail outs daily between 45 to 125 clients per day, scheduled and walk ins. Require 2 full time parking stalls – with 10 dedicated stalls for visitor parking – willing to work with visitor parking provided by building.)
Collaboration
Organization’s Offer to Tenant in Centre: «tenant_offer_to_centre» Organization’s Perceived Benefits: «perceived_benefit» 10
May 2015
www.jerryforbescentre.ca
Appendix C – Tenant Evaluation Summary Tenant Prospect (name)
____________________________________________________
This form is used as a guideline to evaluate Tenant Applicants. The evaluation is based on information provided, and interview/discussion(s) with the Tenant Applicant. STEP 1 is an initial eligibility assessment. If all questions in Step 1 are 'Yes', the evaluation will continue on to STEP 2. If any answers differ, then further review will be required. 2 to 4 reviewers will complete the evaluation in STEP 2 using a ranking system for each criteria as per the following scale: 1. Not well suited to the Jerry Forbes Centre 2. Marginal fit for the Centre 3. Satisfactory, could be better 4. Very Good 5. Excellent, meets all criteria, perfect fit Once the form is complete, the scores are weighted to arrive at a ‘final score'. The reviewers will meet to discuss the Tenant Prospect's application, fit, and score. Once a decision is made, it will be presented to the Board for agreement and the Tenant Prospect will be contacted. PLEASE NOTE: this can be subjective, so each team member will complete the evaluation independently and brought together to create an average rank and remove as much bias as possible.
Supporting Documents Document Type
Do we have?
Application
Yes/No
Interview/Discussion Notes and Research
Yes/No
Strategic and/or Business Plan (ideally with some indication of budget)
Yes/No
Current By-laws/Articles of Association
Yes/No
Board Motion with Directors list
Yes/No
11
May 2015
Answer
www.jerryforbescentre.ca
Tenant Prospect (name)
____________________________________________________
STEP 1 – Eligibility
Reviewer
#
Requirement
Values
#1
1.
Organization/Incorporation
Yes/No
2.
Date of last filing for CRA and Alberta - to confirm status of organization
CRA - Yes/No/NA AB - Yes/No/NA
3.
Programs serving local Edmonton and Capital Region Area?
Yes/No
4.
Space needs alignment A – Warehouse B - Office
A. Warehouse Yes/No/Somewhat B. Office Yes/No/Somewhat
5.
Financial ability to lease space
Yes/No/Somewhat
6.
Any significant risks or concerns Are they eligible to continue?
Yes/No - must have comments
Committee Confirmation
STEP 2 – Organizational Alignment Reviewers Requirement
Maximum
7.
Volunteerism (demonstrates established volunteer program)
5
8.
Programming (community benefit, valued, Legitimate?)
5
9.
Space usage alignment
10
10.
Financial Sustainability (Assigned to Financial Reviewer Only)
10
11.
Ability to Contribute to Tenants in the Centre
10
12.
Openness to Actively Collaborate
10
13.
Interest in shared services offered by the Centre
5
14.
Human Services Focus?
5
#
#1
#2
#3
#4
Total Comments/interviews with staff/board members and observation of programs: (ATTACH NOTES)
As prepared by Tenant Selection Sub-committee members at:
on
(date)
Names: _____________________________________________________________________________________ 12
May 2015
www.jerryforbescentre.ca
