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California State Office of Economic Opportunity - Evaluation Report 03/26/1971 (6 of 7)
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California State Office of Economic Opportunity - Evaluation Report 03/26/1971 (6 of 7)
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Ronald Reagan's Governor's Papers of the Press Unit
California Rural Legal Assistance (CRLA) Files
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Ronald Reagan Presidential Library
Digital Library Collections
This is a PDF of a folder from our textual collections.
Collection: Reagan, Ronald: Gubernatorial Papers,
1966-74: Press Unit
Folder Title: California State Office of Economic Opportunity
- Evaluation Report 03/26/1971 (6 of 7)
Box: P27
To see more digitized collections visit:
https://reaganlibrary.gov/archives/digital-library
To see all Ronald Reagan Presidential Library inventories visit:
https://reaganlibrary.gov/document-collection
Contact a reference archivist at: [email protected]
Citation Guidelines: https://reaganlibrary.gov/citing
National Archives Catalogue: https://catalog.archives.gov/
SECTION
Q-VIII
THE OEO REGIONAL OFFICE AND THE SEOO
RATING
QUES. #
REF.
#6.
7501-1
Has the Regional Office jointly worked out a
yes no
7f.
written agreement with the SEOO - dividing
don't know
6f.
responsibilities as staff capability and interest
dictate - to assure maximum of coordination and
a minimum of overlapping of activities and
functions carried out by their respective field
representatives?
#7.
7501-1
Has the Regional Office invited - with adequate
yes no
7g.
advance notice --- the SEOO to all "pre-reviews"
don't know
4b.
held with other OEO grantees in the state?
W.P.
LIST the pre-reviews during the past 6
III-A
months, with dates when notices were mailed.
DESCRIBE cases when the SEOO has been par-
ticularly helpful to the Regional Office
Field Representative.
#8.
7501-1
Has the Regional Office ensured that a copy
yes no
7h.
of all applications and requests for OEO funds
don't know
6d.
as well as requests for reprogramming, submitted
to the Regional Office for approval is sent by
the applicant simultaneously to the SEOO for
information and comment, with written notice
upon the receipt of all applications and with
written comment by the SEOO on funding request,
which receives serious consideration and response
by the Regional Office prior to funding?
LIST grant applications with written SEOO
comments (favorable and unfavorable) during
the past six months which particularly re-
ceived serious consideration.
DESCRIBE the significant cases in relation
to efforts to reach agreement.
SECTION
Q-VIII
RATING
QUES. #
REF.
#9.
7501-1
Has the Regional Office invited the SEOO to
yes no
7i.
participate in all OEO staff evaluation teams
don't know
4c.
which review the overall effectiveness of a
6e.
grantee's program; has shared with the SEOO, the
findings and recommendations of such teams eval-
uations immediately upon completion of the
written report; has jointly worked out a follow-
up procedure and plan to ensure implementation
of OEO's recommendations?
LIST for evaluations conducted during the
past six months:
(1) when invitation was sent to SEOO
(2) when findings and recommendations were
sent to SEOO.
(3) when follow-up procedures and plans
were worked out.
DESCRIBE significant successes or failures
in joint participation.
#10.
7501-1
Has the Regional Office worked through - or
yes no
7j.
in consultation with - the SEOO in any of its
don't know
dealings with other state agencies, unless it
has arranged for a by-pass agreement with the
SEOO for specific types of contacts elsewhere in
the state government?
#11.
7501-1
Have the Regional Director and the SEOO
yes no
7k.
Directors jointly planned and participated in
don't know
regular meetings - to be held at least quarter-
ly - to discuss mutual problems, exchange in-
formation and explore new and innovative ways
to increase their effectiveness in working to-
gether?
-28-
SECTION
Q-IX
HEADQUARTERS/OEO AND THE SEOO
RATING
QUES. #
REF.
#1.
7501-1
Has the Office of Operations fostered an ex-
yes no
8c.
change of information and program experience
don't know
among all the SEOOs and the Regional Offices?
LIST occasions during the past six months
when this was done.
#2.
7501-1
Has the Office of Operations sponsored and
yes no
8c.
jointly planned with the SEOOs and the Regional
don't know
Offices an annual national conference for all
SEOO Directors?
#3.
7501-1
Has OEO Headquarters consulted with the SEOO
yes no
8e.
to ascertain national and inter-regional
don't know
training and technical assistance needs of the
SEOOs and to assist them in meeting such needs by
the use of OEO personnel or through contractors?
LIST occasions when such consultation took
place during the past year. Identify
assistance given and OEO staff or con-
tractors involved.
#4.
7501-1
How well has the Office of Operations assisted
good poor
8h.
the SEOO in its dealings with the Headquarters
don't know
offices or other federal agencies?
#5.
7501-1
Has each OEO Headquarters funding office insured
yes no
8i.
the providing to the SEOO of one copy of each
don't know
6d.
official application (or an "information packet"
summarizing the application), submitted to that
office for approval and insured that written
comment by the SEOO - received serious con-
sideration by OEO Headquarters prior to funding?
LIST when during the past six months such
applications were submitted to the SEOO
and the number of days before the grant
date and when written comments were sent
to OEO.
-29-
SECTION
Q-X
RATING
QUES. #
REF.
SEOO ORGANIZATION AND MANAGEMENT
#1.
7501-1
A. ORGANIZATION
1-
Is the SEOO located at a high level in the state
yes no
government structure, readily accessible to the
don't know
Governor?
DESCRIBE the levels of supervision and con-
trol exist between the SEOO and the Gov-
ernor.
#2.
Does the organizational location of the SEOO
yes no
compare favorably with other similar state
don't know
agencies?
3.
Are certain SEOO functions assigned to other - -
yes no
state offices, e.g. financial accounting, pro-
don't know
gram operations?
LIST delegated functions.
#4.
CAP 81
How well is the SEOO organized to effectively
good poor
I-A
utilize staff and financial resources?
don't know
W.P.
I-C/D
#5.
W.P.
How well does the internal organization of the
good poor
I-D
SEOO match its priority functions of:
don't know
LIST:
1. Advisor to Governor
GPD
2. Resource Mobilization
G P. D
3. Coordination and Planning
G P D
:
4. Advocacy for the Poor
GPD
i
-30-
SECTION
Q-X
SEOO ORGANIZATION AND MANAGEMENT
RATING
QUES. #
REF.
#5.
W.P.
5. Technical Assistance
G P D
I-D
(cont'd)
6. Grant Review/Monitoring/Evaluation
G P D
7. Management
G P D
8. Other
G P D
DESCRIBE the proportion of SEOO resources
allocated to each major task or function.
#6.
B. STAFFING
Do personnel perform job functions contained in the
yes no
approved job descriptions.
don't know
DESCRIBE any departures of job function from approved
job descriptions.
#7.
Are staff personnel qualified for jobs?
yes no
don't know
LIST personnel job title and qualifications.
#8.
Has the SEOO employed poor persons and minority persons?
yes no
don't know
LIST the persons according to poverty or minority
backgrounds and give dates of employment and job
positions.
#9.
Has the SEOO prepared and implemented an affirmative action
yes no
plan in accordance with CAP Form 11?
don't know
#10.
C. STAFF SUPERVISION AND TRAINING
:
Does each staff person receive clear instructions and
yes no.
orientation on his responsibilities and place within the
don't know
overall program?
-31-
SECTION
Q-X
SEOO ORGANIZATION AND MANAGEMENT
RATING
QUES. #
REF.
#11.
Is each person evaluated - -- with performance
yes no
indicators explained and monitored?
don't know
DESCRIBE how often
#12.
W.P.
Is there pre-service training?
yes no
II-D
don't know
LIST training events during past 6 months.
#13.
W.P.
Is there in-service training?
yes no
II-D
don't know
LIST training events during past 6 months.
1.
D. PROGRAM PLANNING AND GRANT APPLICATION
PROCESS
Is the SEOO CAP 81 Planning Process followed?
yes no
don't know
#15.
Are goals and priorities quantified?
yes no
don't know
#16.
Are goals and priorities realistic?
yes no
don't know
#17.
7501-1
Is the SEOO draft work program checkpointed
yes no
9f.
with all CAAs in the state for comment and
don't know
such signed checkpoint forms (76) included as
part of the annual SEOO refunding request?
#18.
7501-1
Does the SECO use the forms and follow the
yes no
9a.
application procedures for SEOOs outlined in
don't know
OEO Notice 6710-2 of February 26, 1969?
-32-
SECTION
Q-X
SEOO ORGANIZATION AND MANAGEMENT
RATING
QUES. #
REF.
#19.
7501-1
Are the SEOO Plans and Priorities submitted to
yes no
9c.
OEO no later than 90 days before Program Year
don't know
End?
#20.
7501-1
Are SEOO Refunding Requests submitted 60 days
yes no
9a.
before Program Year End?
don't know
#21.
7501-1
Does the SEOO include as part of its annual
yes no
9d.
refunding request a progress or self-evaluation
don't know
report on its activities for the previous year,
giving a candid assessment of its successes
and failures in meeting its Work Program?
E. PERSONNEL MANAGEMENT
#22.
W.P.
Is there a career development program?
yes no
II-C
don't know
#23.
Are job classification procedures adequate?
yes no
don't know
F. REPORTS
#24.
7501-1
Are CAP 15s on time?
yes no
don't know
#25.
Are field trip reports adequate, reviewed?
yes no
don't know
G. FILES
#26.
Are files in such shape that documents requested
yes no
can be readily found?
don't t know
-33-
SECTION
Q-XI
SEOO WORK PROGRAM
California
RATING
QUES. #
REF.
(Points Not Covered in Earlier Sections)
#1.
CAP 81
Has the SEOO reached the goal "To develop
yes no
II-B
demonstration projects in the use of volunteer
don't know
services, excess property, and community college
resources, in programs of technical aid to
Indians, disadvantaged youth, and Head Start
day-care projects; and in other specialities
as indicated"?
LIST the demonstration projects and pro-
grams of technical aid which have been
developed during the past year.
#2.
CAP 81
Has the SEOO reached the three-year goal "to ac-
yes no
II-C
celerate the spin-off of effective anti-poverty
don't know
programs to established social agencies"?
LIST the accomplishments reached to date
this past year.
DESCRIBE significant successes toward this
goal.
#3.
CAP 81
Has the SEOO reached toward the three-year goal
yes no
II-C
"to new public and private efforts for the
don't know
prevention of poverty"?
LIST the accomplishments reached to date
this past year.
DESCRIBE significant successes toward this
goal.
#4.
CAP 7-e
Has the SECO served "as a central personnel
yes no
IV-g.
"clearinghouse" for the CAAS, upon request"?
don't know
W.P.
LIST requests made and results this past year.
IV-G
-34-
SECTION
Q-XI
SEOO WORK PROGRAM
RATING
QUES. #
REF.
#5.
CAP 81
Has the SEOO provided "review of and
yes no
II-B
assistance to grantees in greater depth
don't know
by an increased and better trained analyst
W.P.
staff "?
I-B
#6.
CAP 81
Has the SEOO provided "sufficient intensity
yes no
and continuity of state-CAA relationships
don't know
II-B
to resolve as many areas as possible of mutual
W.P.
concern about programs prior to the refunding
I-B
review stage. !??
#7.
W.P.
Has the SEOO provided "higher quality multi-
yes no
IV-A
specialty technical assistance to CAAS" in this
don't know
program year through the "addition of four
management Specialists, eight Field Analysts,
and three Special Programs Coordinators"?
#8.
W.P.
Has the SEOO outstationed analysts in one of
yes no
I-C/D
three (San Francisco, Los Angeles, and
don't know
Sacramento) SEOO Administrative regions?
SEOO ORGANIZATION AND MANAGEMENT
Attachments
REF.
PAGE
ORGANIZATION CHART
13
CPA ASSIGNMENTS
16
FORMAT for MONTHLY NARRATIVES
16
CAA COMPLIANCE CHECKLIST
16
LEGAL SERVICES EVALUATION dtd 2/4/71
16
INFORMATION PACKAGE REVIEW
16
i
L. CHICKERING
L. UHLER
J. SAWICKI
Dep. Director
Administrative
Comm. Dev. and
Director
Assistant
Gen. Counsel
(Fuller)
(Sekafetz)
(Galyan )
B. SCHUR
L. DOWN
Dep. Director
Dep. Director
for Program
Planning, Bud-
Analysis
get. Finance
( Collins)
D. MCKEE
B. HAWKINS
J. SAWICKI
Assist. Dir.
Assist. Dir.
Assist. Dir.
Legal
Operations
Administration
Fattorini, Russo,
(Davis)
(Pearson, Arnold, Varela,
Trigger (Fuller)
Elwell. Young)
CPA
CPA
VISTA
Technical Assistance
Oakland
North
South
B. Schur - Chief
Monitor
Clark
Archuletta
McInnes
Frane
Espana
Charlton
Petersen
Blaker
Archer
(Davis)
McGrath
Brown
Cunningham
Carter
Gurule
Kludjian
Whiteley
Goff
Thies
Taylor
(Brown)
(Singleton)
(Davis)
(Gray, Drockman
Approved--Lewis
Approx 15 Feb-1921
CPA ASSIGNMENTS
Northern California
(6)
Clark
Sonoma
Napa
Oakland
Lake
Mendocino
Charlton
Monterey
San Benito
San Francisco
Santa Clare
San Mateo
McGrath
Placer
El Dorado
Lassen-Modoc-Plumas-Tehama
Sierra
Butte
Shasta
Gurule
Santa Cruz
Kern
Kings
Fresno
Merced
Tulare
San Luis Obispo
Madera
Goff
Marin
Contra Costa
Alameda
Senta Clara
San Joaquin
Stanislaus
Hawkins
Sacramento
Yolo
Solano
Berkeley
Southern California
(5)
Archuletta
EYOA
Quechan Indian Tribe
Single Purpose Grants
Petersen
Santa Barbara
EYOA
Ventura
Casa Loma College
Southern California (Continued)
Brown
EYOA
Compton-Willowbrook
San Diego
San Bernardino
Housing Opportunities Center
Kludjian
EYOA
VCIU
Imperial
Thies
Orange
Riverside
Rio Hondo
Pasadena
REPORTING FORMAT FOR MONTHLY NARRATIVES
Instructions: One of these forms should be completed for
each CAA or Delegate Agency visited and all turned in at
end of each month. KEEP IT BRIEF!!
1. Name of staff member
2. CAA visited
Duration of visit
3. Type of service rendered (i.e., evaluation, technical
assistance, special projects, etc.)
ACTIVITIES
4. Strong points
5., Week points
6. Observations (How do you rate CAA in accomplishing its
goals?)
Duoc purpose :
/
WONKsheet for CPA & TA to wake tis monthly refore
2
material for Chark to make monthly Opus report
REPORTING FORMAT FOR MONTHLY NARRATIVES
Instructions: One of these forms should be completed for
each CAA or Delegate Agency visited and all turned in at
end of each month. KEEP IT BRIEF!!
1. Name of staff member
2. CAA visited
Duration of visit (DATE):
3. Type of service rendered (i.e., evaluation, technical
assistance, special projects, etc.)
ACTIVITIES
4. Strong points
5. 1 Week points
6. Observations (How do you rate CAA in accomplishing its
goals?)
CAA COMPLIANCE CHECKLIST
FISCAL REQUIREMENTS
SOURCE
DESCRIPTION
CHECK
243a, EOA
Statement of responsibility of accounting
system for grantee and delegate agency (ies)
243c, EOA
Annual independent audit completed or
scheduled in last 12 months
AP Memo 60, Par. 3
Respond to audit within 60 days
Inst. 6807-1
Administrative costs 15% less than total cost
Inst. 6910-1
Travel Policies in accordance with Standardized
Government Travel Regulations
DEO Inst. 6910,
Par. 4 & 5
Out of community travel approved
CAP Grantee Finan-
Submitted inventory of property on hand and
cial Policy &
list of what will be required for program.
Procedures Guide,
All inventories must be current
Vol. V, Chap. 1
,uide, Vol. II,
Regional approval of all purchases over
rt I, Par. 2f
$500.00
All purchases within budget
Contract files documented to show purchases
authorized, less than GSA price, bids made
competitively or by rotation and received by
someone other than paying official.
i
All program expenditures within budget
Supervisors' approval of Time and Attendance
reports showing hours worked and all leave
CAP Memo 44-a
All CAP 15's (Grantee Monthly Financial
Report) current and mailed
90 days after end of program year, final
CAP 15 and CAP 28 to OEO
BOARD COMPOSITION AND COMMITTEES
SOURCE
DESCRIPTION
CHE(
CAP Memo 81
Part C Par. 1.
Membership 51 or less
Part C Par. 3
At least 1/3 representatives of the poor
Part C Par. 2.
No more than 1/3 public officials
Part C Par. 3c
All representatives of the poor democratically
elected
Part D Par. 2
All board members (other than public officials)
served less than 3 consecutive years and less
than 6 years total
Part D Par. 1
Each member representing geographical area
reside in that area
Part C Par. 5
Rules of operation include petition procedure
for membership of new groups
Part D Par. 5
Committees reflect composition of board
P
D Par. 3
Quorum requirement for meetings of the board
and executive committee at least 50% of total
membership
Part C Par. 1
Membership of board divisible by 3
$1
"
Membership of committees divisible by 3
i
CIVIL RIGHTS
SOURCE
DESCRIPTION
CHECK
Inst. 6710-1
Written policy of nondiscrimination in
1 Conditions,
employment on grounds of race, creed,
7; CAP Memo 23-A, color, national origin, sex and age
t C Par. 1
"
Policy communicated to all applicants,
employees, supervisors and minority groups
11
Policies and procedures stating affirmative
action to be taken to insure no discrimi-
nation in recruitment, employment and all
other personnel actions
0 Inst. 6710-1
CAP Form 11 on file in region
n'l Conditions,
I. 6; OEO Notice
CAA and delegate agencies installed affirmative
04-2; Requirement
action plan
I Affirmative Civil
ghts, Action Program
Outreach program designed to reach all
tle 45, Chap. X
ethnic groups
11
All ethnic groups included in policy making
bodies, participation in planning and
setting priorities
$1
Location of facilities so it is accessible
by all ethnic groups
11
Staff members who can communicate with all
ethnic groups by way of language and culture
i
"
Program participants are reasonable representa-
tion of all ethnic groups
11
Periodic self-evaluation of affirmative
action plan
Written procedure for informing all persons
or any class of individuals of their rights to
file a complaint with the regional office if
they believe themselves subjected to discrimi-
nation.
PERSONNEL POLICIES AND PROCEDURES
DURCE
DESCRIPTION
CHECK
emo 23-A
Rules governing vacations, sick leave,
D Par. 1
periodic increases and other conditions
=
Rules for promotion, separation, resolution of
grievances and regulation of employee conduct
"
Description of benefit plans with details on
employer and employee contributions
"
Salary and salary ranges for each position
and class of positions
Memo 23-A
A
Formal education not required for positions
if candidate has ability to perform duties
except where limited by state law
B Par. 1
No wages or salaries less than federal minimum
wage laws
B Par. 2
Regional approval to hire for positions over
$5,000 which is an increment of 20% over
previous salary. Previous salary must be
documented
B Par. 3
Employees over $7,000/year receive no overtime
B Par. 4
Reimbursement for interview expenses limited
to director or deputy director
B
Par.
5
OEO approval prior to paying moving expenses
Inst. 6909-1
Agency free from nepotism
Inst. 6909-4
Prohibition against acceptance of gifts and
gratuities
Memo 23-B
Submission of list of employees earning over
B
$10,000 as of June 30
D Par. 3
Records of all personnel actions including
hiring, discharge, promotion, discipline,
time and attendance, and previous salary
E
Biographical information on Director, Deputy
Director, Fiscal and Personnel Officers
Inst. 6903-1
OEO approval for salaries over $15,000
Inst. 6907-1
Statement prohibiting political activity
Inst. 6907-3
Statement prohibiting participation in direct
action in violation of law
Memo 23B, Part A Wage comparability
CE
DESCRIPTION
CHECK
How "bench mark" positions are identified
Explanation on procedures used to obtain
data to establish "bench mark" positions
and how other jobs related to these
Copies of certification or other back-up
information
i
DELEGATE AGENCY CONTRACTS
SOURCE
DESCRIPTION
CHECK
P Guide, Vol. 1
All delegate agency contracts signed and
on file
It
Contracts include minimum requirements of
appendix F, OEO Instruction 6710-1
"
Procedures for monitoring delegate agency
contracts
Established procedures for funding delegate
agencies
RESIDENT PARTICIPATION
SOURCE
DESCRIPTION
CHECK
0 Inst. 6005-1
Adequate provision for CAA to involvement of
r 1 b (3)
the poor through advisory committees and target
area councils
r 2 b (5)
Same policies and procedures for involvement
of the poor in delegate agency contracts
11 2 a (1)
Progress report on implementation of OEO
Instruction 6005-1 submitted with CAP 81
by each delegate agency and CAA
ar 2 a (2)
Progress report include section prepared by
representatives of the poor
1
PUBLIC MEETINGS
SOURCE
DESCRIPTION
CHECK
30 Inst. 7042-1
Public board meetings at least once every 10
ir
1
weeks or in response to written request
ir 2
All meetings held at time and in place
convenient to all
ar 2
Public notice of each meeting, giving time,
place and agenda distributed at least 10
days in advance
ar
3
Minutes kept of each meeting
PUBLIC ACCESS TO INFORMATION
JRCE
DESCRIPTION
CHECK
st. 7041-1
Books and records available to public in
accordance with OEO Instruction 7041-1
NEWS LETTERS AND HOUSE ORGANS
SOURCE
DESCRIPTION
CHE
CAP Memo 77
Grant funds may not be used for publishing
newspapers for general distribution in the
community
Newsletters & house organs:
Free to participants and employees
Contain no paid commercial advertising
Non-partisan
I
PROGRAMS
SOURCE
DESCRIPTIONS
CHEX
uth Programs - OEO Instruction 6168-la
Par 4
Youth involvement in planning, operation and
evaluation of program
Par 5
Program operated on 12 month basis
Par 6
Economic opportunity program, not recreational
Par 7
Grantee providing training & evaluation to
upgrade program
Par 8
Program serving most needy and alienated youth
16-21 years of age
Par 9
Coordinated with other activities of youth
FAMILY PLANNING - CAP Memo 37-A Par 2
Information only supplied to those requesting it
Information consistent with individual's moral,
philosphical or religious beliefs
Participation not requisite to participation in
other CAA programs
COMPREHENSIVE WORK AND TRAINING - Title 1B-EOA
Sect. 124 a 1
No perticipant may be involved on projects
involving political parties, sectarian instruction
or religious worship
Sect. 124 a 2
Program may not result in displacement of
employed workers, impair existing contracts for
services or result in substitution of federal
for other program funds
HOUSING - Sec, 214 EOA
Housing Development Corporations prohibited
from:
Insuring mortages
Providing long term financing
SENIOR OPPORTUNITIES AND SERVICES
Sect. 126 EOA
Title I manpower programs deal with long term
unemployed 55 years and older
Sect. 221
Local initiative programs include programs
for elderly
State of California
LEGAL
Memorandum
To
:
Legal Staff
Ciral
Date
: February 4, 1971
Checklist
Subject: Legal Services
Evaluations
From :
Dennis McKee
We have several legal service programs which will be coming up
for refunding very shortly. It is my hope that we can develop
a general methodology for thorough and efficient evaluation of
these programs.
The following sets forth the procedure to be followed:
Structure of a Legal Service Program Evaluation
1) Depending on whether the program you are going to evaluate
is in the North or South, check with Geoff Clark or Gil Archuletta
to obtain the name of the Program Analyst for that CAP. (Most
legal service programs are a delegate agency within a CAP). The
program anal: should be able to give you some useful background
information and possibly some valuable do's and dont's as regards
your evaluative effort for that particular program.
2) Utilize the telephone to as great an extent as possible.
With the small staff that we have and the large number of legal
service programs it will be necessary for us to conserve time in
every way that we can.
Try to set up your agenda prior to arriving in an area. (Allow
yourself sufficient flexibility SO that you can handle unexpected
contingencies).
3) It would be preferrable for your first appointment to be with
the attorneys in the O.E.O. Legal Service program which is being
evaluated. We want to take a positive approach in this respect.
Let's find out how we might help the program.
Attached find a sample Evaluation Checklist.
IM:lff
attach:
ntact:
1) Leg ) service program
Was this done?
attorneys
(If not, why not?)
Remarks
About:
a) Policies: # of cases handled,
kinds of cases. Ask to see
paperwork to back up these
figures.
b) Office hours kept, interview
schedule, etc.
c) Interview some clients if
possible (randomly select
several which may be in the
office when you are there) -
with permission of legal service
attorneys.
d) Ask what the attorneys think
the thrust of their programs
is, ask what they think it
should be.
e) Ask who we should talk to in
the community.
f) In-kind contributions?
5) Tell them we wish to offer any
assistance we can.
h) What do they see as problems?
i) What improvements do they
suggest?
Evaluation C. klist - 1A
1)
Legal Service program
Was this done?
attorneys - cont.
'If not, why not?)
Remarks
K About:
j)
Office Procedure. HOW are
cases logged in, how assigned,
what documentation is kept,
are hours per client or case
kept by attorneys, etc.
k) What are case priorities?
i.e. What cases are programed
to be handled? HOW are these
priorities set?
1) Check to see if there are any
mechanical bottlenecks. i.e.
are there some classes of cases
which are flooding the office
that could be handled in a
more specialized manner?
Evaluation C. klist - 2
ntact:
2) School Officials (generally
Was this done?
school supt.)
(If not, why not?)
Remarks
sk About:
Relations with the program?
a) Legal
b) Non-legal
c) Any suggested people to
talk with?
3) Police Dept.
Ask About:
Relations with the program?
a) Legal
b) Non-legal
c) Any suggested people to
talk with?
4) Welfare Dept.
Ask About:
a) DO they refer clients to the
O.E.O. Lawyers? Any feedback?
b) Legal
c) Non-legal
Evaluation ecklist - 3
Contact:
1
5) District Attorney's Office
Was this done?
(If not, why not?)
Remarks
Ask About:
a) Referrals? Feedback?
b) Do Legal Service Attorneys
appear in criminal cases?
c) Any suggested people to talk
with?
a) General rapport with Legal
Service Attorneys?
6) Public Defender
Ask About:
a) Referrals? Feedback?
b) Do Legal Service Attorneys
appear in criminal cases?
c) Any suggested people to talk
with?
d) General rapport with Legal
Service Attorneys?
7) Local Bench and Bar
Ask About:
a) Working relationship with
O.E.O. attorneys? Legal,
Non-legal?
b) Do O.E.O. attorneys refer out
fee generating cases (P.I.,
etc.)?
Evaluation cklist - 4
Contact:
8) Local Government Officials
Was this done?
(If not, why not?)
Remarks
Ask About:
Relationship with program?
a) Legal
b) Non-legal
c) Suggested people to talk
with?
9) Local groups (Urban league,
Was this done?
churches, Chicano Organiza-
(If not, why not?)
Remarks
tions, NAACP, etc.)
Ask About:
a) Are poor helped? (One group
more than another?)
b) How could service be
improved?
c) What do they like about
program?
a) Any suggested people to talk
with?
10) CAP Director
Ask About:
How effective is the legal service
element of the CAP?
Contact:
11) Local legal aid groups
Was this done?
(If not, why not?)
Remarks
Ask About:
a) Coordination with O.E.O.
attorneys? (Overlap, etc.)
b) Efficient utilization of
resources?
12) CAP Board of Directors
Ask About:
Their opinion of the program?
Note: Must be completed and turned in two (2) days before due at Governor'
NAME OF ANALYST:
DATE:
PROGRAM ANALYZED:
Guideline For Report Following Examination of Legal Service Program
In each instance be specific and support all generalizations and conclusion
1) General analysis of the program:
2) Weak points:
Strong points:
4) Suggested Changes:
i
5) Help we can provide (asked for or not?):
6) Suggested conditions in grant, if any:
7) Required information we need (in event we lack information you believe
is necessary for our examination and analysis):
Guideline For Report Following Examination of Legal Service Program - 2
8) Suggested position State Office of Economic Opportunities should take
on refunding - and why:
a) Veto:
b) Sustain:
c) Let lapse (i.e. no vetoe, but no positive approval):
d) Veto unless certain conditions put in grant (list and explain):
e) Interim Veto because we haven't been supplied required information
to base our decision on:
i
9) Suggested changes in our examination procedures, if any:
10) People to deal with in future examinations (i.e. was CAP director
helpful? Legal Services Director?):
11) Suggested sources of information on this program (i.e. were church
groups useful here? NAACP? etc.?):
Guideline For Report Following Examination of Legal Service Program - 3
12) Bottlenecks in examination (i.e. were there any dead-ends? Did certain
sources or people close up on you or prove misleading? If so, why?):
INFORMATION PACKAGE REVIEW
ALYST NAME
DATE SUBMITTED
USE BLANK CONTINUATION SHEETS AS NEEDED FOR EXPANDED
EXPLANATIONS. KEEP VISIBLE INDEX IDENTIFICATION CARD
ATTACHED! REPORT REQUIRED FOR EACH COMPONENT OR PRO-
GRAM.
IS THE INFORMATION ON THE VISIBLE INDEX CARD CORRECT? IF NOT, NOTE
CORRECTIONS AND NOTIFY STAFF ASSISTANT FOR PLANNING IMMEDIATELY:
CIRCLE CAP FORM NO. MISSING FROM PACKAGE:
1 5 7 11 25 46 77 81
EXPLAIN OMISSIONS:
OEO FIELD REP.
OEO DISTRICT SUPERVISOR
I. GRANTEE INFORMATION (COMPLETE OR CORRECT AS NECESSARY)
A. NAMES AND HOME ADDRESSES OF GRANTEE PERSONNEL:
EXECUTIVE DIRECTOR
DEPUTY DIRECTOR
FISCAL OFFICER
OTHER KEY STAFF SUCH AS PROGRAM DIRECTORS:
TITLE
NAME
ADDRESS
BOARD CHAIRMAN
NAMES OF OTHER BOARD MEMBERS:
B. NAMES AND HOME ADDRESSES OF DELEGATE AGENCY ("X" OUT IF
NOT APPLICABLE) :
PROJECT DIRECTOR
DEPUTY PROJECT DIRECTOR
FISCAL OFFICER
OTHER KEY STAFF:
i
NAME
TITLE
ADDRESS
/
ADVISORY BOARD CHAIRMAN
OTHER BOARD MEMBERS (NAMES ONLY) :
-2-
HISTORY OF GRANTEE
A. DATE AGENCY FORMED
DELEGATE AGENCY
B. BUDGET HISTORY (INCLUDE ALL SOURCES, I.E., OEO, DOL,
HUD, ETC.)
C. PERSONNEL:
NO. OF PROFESSIONALS
NON-PROFESSIONALS
D. SHORT DESCRIPTION OF PAST PERFORMANCE (SPECIAL SUCCESSES
OR FAILURES) :
E. SPECIAL NOTEWORTHY EVENTS RELATED TO AGENCY OR PROGRAM:
:
F. HAVE ANY POLITICAL SUBDIVISIONS ELECTED TO "OPT OUT" OF
PAST PROGRAMS? (GREEN AMENDMENT) EXPLAIN FULLY:
II. GOALS, OBJECTIVES, AND EVALUATION TECHNIQUES
A. DO THE OBJECTIVES OF THE PROGRAM FIT INTO THE LONG TERM
GOALS OF THE AGENCY? WHAT ARE THE OBJECTIVES?
B. ARE THE OBJECTIVES COMPATIBLE WITH THE STATED OBJECTIVES
IN SECTION 201 OF THE ECONOMIC OPPORTUNITY ACT? (REFER-
ENCE OEO INSTRUCTION 6320-1) EXPLAIN SPECIFICALLY:
C. WHAT EVALUATION TECHNIQUES HAVE BEEN BUILT INTO THE PRO-
GRAM TO MEASURE ATTAINMENT OF STATED OBJECTIVES?