Capacity building intake form

Name *

Email address *

Leadership and Governance

Please select at least one option.

Articles of Incorporation

501(c)(3) tax status documentation

Certificate of Good Standing

By-laws

Current board roster with affiliations of board members

Committee charters and responsibilities

Board member orientation manual

Board meeting minutes

Description of Executive Director’s qualifications, job expectations, and responsibilities

Board evaluation of Executive Director

Risk management policies covering, at a minimum, workers compensation, liability, and disability insurance

Written vision, mission statements for the organization

Current Board-adopted strategic plan

Current year operational plan, including staff work plans

Community needs assessment

Fundraising

Please select at least one option.

Board-adopted fundraising plan

Monitoring/tracking system for grant and contract compliance

Personnel

Please select at least one option.

Job descriptions for all staff positions

Staff organization chart

Board-adopted personnel policies in compliance with local, state, and federal laws

Employee handbook or personnel manual

Individual staff training and development plans

Volunteer manual

Communications

Please select at least one option.

Board-approved public relations/communication plan

Promotional materials related to HIV/AIDS services

Internal newsletter or other written communication mechanism

Annual Report

Facilities

Please select at least one option.

Certificate of Occupancy

Deed of Ownership

Rent/lease agreement

Tenant policies and/or occupancy agreements

Collaboration/Partnerships

Please select at least one option.

Referral protocols and policies

Protocols and policies for partner agency feedback

Current memoranda of agreement

Program Services

Please select at least one option.

Program intake/assessment forms

Client services policies and procedures manual

Program evaluation reports

Policies regarding client involvement in planning and decision-making

Results of latest client satisfaction survey or assessment

Client complaints policy

Agency information, brochure, or outreach materials

The Magi Group, LLC