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CED Application Reviewer Training

CED Application Reviewer Training. Module 3: Business Plan June 2012. Module Outline. Module 3 includes: The basis for scoring the Business Plan criterion Guidance on evaluating each Business Plan sub-criterion Project Implementation Project Viability Financial Strategies

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CED Application Reviewer Training

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  1. CED Application Reviewer Training Module 3: Business Plan June 2012

  2. Module Outline • Module 3 includes: • The basis for scoring the Business Plan criterion • Guidance on evaluating each Business Plan sub-criterion • Project Implementation • Project Viability • Financial Strategies • Direction on how to score each sub-criterion • Quiz questions to gauge what you’ve learned

  3. CED Application Reviewer Training 3.1 Business Plan – Project Implementation

  4. Business Plan – Project Implementation • Basis for scoring: The extent to which the application demonstrates that the project is well planned and ready to be implemented at the time of award. • 20 points possible • Discussed on p. 39-41 of FOA

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  22. Business Plan – Project Implementation • Narrative question: Overall, does the project present a clear and well-conceived implementation approach that is likely to achieve the project’s goals?

  23. Business Plan – Project Implementation • Points Available: • Scoring Guidelines: • 0 points = Implementation plan not feasible, unclear on how goals will be achieved, or not provided • 10 points = Implementation plan potentially feasible but not clearly explained and/or parts of the concept are problematic • 20 points = Clear, well-conceived, sound and feasible implementation plan

  24. Self-Review Quiz • The criterion that positions be created in a viable industry with promising short- and long-term job outlooks is met by which of the following? • A credible market analysis of the business to be developed • Identifies any critical risks relating to the specific business/industry • Supporting data that is not more than 5 years old • All of the above

  25. Self-Review Quiz • The criterion that positions be created in a viable industry with promising short- and long-term job outlooks is met by which of the following? • A credible market analysis of the business to be developed • Identifies any critical risks relating to the specific business/industry • Supporting data that is not more than 5 years old • All of the above

  26. Self-Review Quiz • The application must show the proposed project will have sustainable positions for how long after the end of the grant period? • At least 6 Months • At least 1 year • At least 2 years • At least 3 years

  27. Self-Review Quiz • The application must show the proposed project will have sustainable positions for how long after the end of the grant period? • At least 6 Months • At least 1 year • At least 2 years • At least 3 years

  28. CED Application Reviewer Training 3.2: Business Plan – Project Viability

  29. Business Plan – Project Viability • Basis for scoring: Whether the application demonstrates that all necessary resources will be available to implement the project as described in the business plan at the time of the award. • 15 points possible • Discussed on p. 41-42 of FOA

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  42. Business Plan – Project Viability • Narrative question: Does the application have all necessary resources to be successful, and does the application show that all partners will comply with the program requirements?

  43. Business Plan – Project Viability • Points Available: • Scoring Guidelines: • 0 points = Adequacy of resources and compliance plan not demonstrated or secured • 8 points = Adequacy of resources and compliance are not fully documented • 15 points = Clearly demonstrates adequate resources and plan for program compliance

  44. Self-Review Quiz • To demonstrate that adequate resources are available for the project that application must show which of the following? • Identification of some activities necessary for the success of the project • Demonstration of the staffing, facilities, equipment and supplies, and funding • Identification of competing activities that might reduce the availability of resources for the project • B and C • All of the above

  45. Self-Review Quiz • To demonstrate that adequate resources are available for the project the application must show which of the following? • Identification of some activities necessary for the success of the project • Demonstration of the staffing, facilities, equipment and supplies, and funding • Identification of competing activities that might reduce the availability of resources for the project • B and C • All of the above

  46. Self-Review Quiz • To illustrate an adequate financial management system, the application must show which of the following? • Financial statements showing an operating budget consistent with the amount of CED funding requested • Financial statements showing revenues consistent with the amount of CED funding requested • Financial statements showing expenses consistent with the amount of CED funding to be spent • All of the above

  47. Self-Review Quiz • To illustrate an adequate financial management system, the application must show which of the following? • Financial statements showing an operating budget consistent with the amount of CED funding requested • Financial statements showing revenues consistent with the amount of CED funding requested • Financial statements showing expenses consistent with the amount of CED funding to be spent • All of the above

  48. CED Application Reviewer Training 3.3 Business Plan – Financial Strategies

  49. Business Plan – Financial Strategies • Basis for scoring: The extent to which the application demonstrates sound and reasonable financial strategies that have a high likelihood of leading to the success of the project. • 10 points possible • Discussed on p. 42 of FOA

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