Nonprofit Contractor Survey on City of San Francisco's Joint Monitoring (FY2006-07)

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  1. What type of joint fiscal & compliance monitoring process did you experience in FY2006-07?  
Site Visit (Monitoring team came to your site)
 
23 64%
Self Assessment (You completed the standard form)
 
13 36%
Total 36 100%
  2. How long did it take City staff to complete the fiscal & compliance site visit at your office?  
About 1/2 day
 
15 65%
One full day
 
4 17%
More than one day
 
2 9%
Other, please specify
 
2 9%
Total 23 100%
  3. FOR SITE VISIT PARTICIPANTS ONLY. Please select 1 to indicate that you "Strongly Agree," 2 to indicate that you "Agree," 3 to indicate that you "Disagree," or 4 to indicate that you "Strongly Disagree" with the following statements.  
Top number is the count of respondents selecting the option.
Bottom % is percent of the total respondents selecting the option.
Strongly Agree Agree Disagree Strongly Disagree
City staff provided a clear explanation of the joint fiscal & compliance monitoring process. 13
59%
8
36%
1
5%
0
0%
I received reasonably advanced notice of my site visit (at least 20 days) and a copy of the monitoring form to help me prepare for it. 15
68%
5
23%
2
9%
0
0%
City staff appeared well coordinated and the site visit went smoothly. 13
59%
8
36%
1
5%
0
0%
City staff checked with me/my staff at the end of the site visit. 15
68%
6
27%
0
0%
1
5%
I received a timely report of the City's findings (within 6 weeks of the site visit). 11
50%
6
27%
3
14%
2
9%
I was given a reasonable deadline to respond to findings. 9
45%
7
35%
2
10%
2
10%
City staff was accessible and responsive when I needed clarification about the monitoring process. 12
55%
9
41%
1
5%
0
0%
  4. FOR SELF ASSESSMENT PARTICIPANTS ONLY. Please select 1 to indicate that you "Strongly Agree," 2 to indicate that you "Agree," 3 to indicate that you "Disagree," or 4 to indicate that you "Strongly Disagree" with the following statements.  
Top number is the count of respondents selecting the option.
Bottom % is percent of the total respondents selecting the option.
Strongly Agree Agree Disagree Strongly Disagree
City staff provided a clear explanation of the joint fiscal & compliance monitoring process. 6
46%
7
54%
0
0%
0
0%
I was given sufficient time to complete my self assessment (4-6 weeks) and understood the City's expectations. 8
62%
4
31%
0
0%
1
8%
I received timely feedback on my self assessment (within 6 weeks of submitting it to the City). 5
45%
6
55%
0
0%
0
0%
I was given a reasonable deadline for corrective action. 6
60%
4
40%
0
0%
0
0%
City staff was accessible and responsive when I needed clarification about the monitoring process. 7
58%
5
42%
0
0%
0
0%
  5. Please rate your level of agreement with the following statements.  
Top number is the count of respondents selecting the option.
Bottom % is percent of the total respondents selecting the option.
Strongly Agree Agree Disagree Strongly Disagree
I have a clear understanding of the fiscal and compliance elements to be monitored in my City contract(s). 18
51%
16
46%
1
3%
0
0%
The City's joint fiscal and compliance process saves me time. 24
69%
10
29%
1
3%
0
0%
The City has offered high-quality training for me/my staff related to the fiscal and compliance monitoring guidelines. 15
44%
15
44%
3
9%
1
3%
3 Responses
  6. What is your preferred method of providing contract documents to the City (e.g., audited financial statements, board rosters, tax forms, etc.)?  
Hard copies by mail
 
13 37%
Electronic copies by email
 
18 51%
Electronic copies uploaded to COOL or other City databases
 
1 3%
Other, please specify
 
3 9%
Total 35 100%
  7. Please rate the value of the following resources in helping you with this year's joint fiscal and compliance monitoring. Please select 1 for "Very Helpful," 2 for "Somewhat Helpful," 3 for "Not Helpful," and 4 for "Did Not Use."  
Top number is the count of respondents selecting the option.
Bottom % is percent of the total respondents selecting the option.
Very helpful Somewhat helpful Not helpful Did not use
Joint monitoring guidelines (weblink: http://www.sfgov.org/site/uploadedfiles/controller/reports/JointNFPGuide.pdf) 11
31%
11
31%
2
6%
11
31%
Controller's "Finance Guide for Nonprofits" 12
34%
11
31%
3
9%
9
26%
My contract officer or other City staff 23
66%
11
31%
1
3%
0
0%
Compasspoint training: Monitoring Guidelines (October 2006) 11
33%
11
33%
2
6%
9
27%
CompassPoint training: Cost Allocation (February 2007) 9
26%
15
44%
2
6%
8
24%
CompassPoint training: Board Governance (June 2007) 3
9%
8
25%
1
3%
20
62%
7 Responses
  8. Please let us know if there are parts of the monitoring form that are not clear or that you suggest changing (weblink: http://www.sfgov.org/site/uploadedfiles/controller/csa/np/smform.pdf). Please refer to specific sections in your comments.  
7 Responses
  9. What other types of resources or training would be helpful to you as they relate to your joint fiscal and compliance monitoring experience with the City?  
12 Responses
  10. What do you think could make joint fiscal and compliance monitoring easier and more effective both for City staff and contractors? Please share any additional feedback that you believe would help the City to improve the process.  
14 Responses
  11. (Optional) Which City department served as the lead contact for your fiscal & compliance monitoring this year?  
Dept. of Children, Youth & Their Families
 
8 28%
Dept. of Public Health/HIV Health Services
       
0 0%
Dept. of Public Health/Housing & Urban Health
 
2 7%
Dept. of Public Health/Comm. & Behavioral Health
 
6 21%
Human Services Agency (also Aging & Adult Svs)
 
10 34%
Mayor's Office of Community Development
 
2 7%
Not Sure
 
1 3%
Total 29 100%
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