CHECKLIST OF REQUIRED APPLICATION MATERIALS
☐ / FFQ Contact Sheet (Submitted prior to application)☐ / Application Cover Sheet
SECTION 1: ORGANIZATIONAL QUESTIONS
☐ / Respond to all narrative prompts. If you do not yet have the information requested, please note the supports your organization will need to acquire or develop the requested information
SECTION 2: ORGANIZATIONAL ATTACHMENTS
QUESTION 1
☐ / Copy of Articles of Incorporation and Corporate Bylaws
☐ / List of Board of Directors including their occupations and area of expertise. Also please indicate male/female, race/ethnicity and tenure on Board
☐ / Copies of the last three Board meeting minutes
☐ / 501(c)3 designation letter
☐ / Most 2 recent annual reports
QUESTION 2
☐ / Family handbook
☐ / Other policies that articulate enrollment priorities
☐ / Other policies that articulate client confidentiality protocols
QUESTION 3
☐ / Enrollment and Attendance report (use FFQ provided template)
☐ / Table Summary of contracts or agreements with CCIS, SDP, OCDEL, PHL PreK, DHS(use FFQ provided template)
☐ / Written marketing plan
☐ / Marketing tools (website, brochures, advertising, etc.)
QUESTION 4
☐ / Organizational budget for the current and next (if available) fiscal years
☐ / Income tax returns for the last 3 fiscal years
☐ / Personal financial statements and tax returns of the owner required for projects over $300,000
☐ / Financial statements for the last 3 fiscal years. Audits preferred1
☐ / Most recent month’s year-to-date financial statements (unaudited) with comparison to budget and prior year interim results [1]
QUESTION 5
☐ / HR policy manual
☐ / Pay scale – position, salary range, tenure
☐ / Summary of staff benefits (use FFQ provided template)
☐ / Job descriptions
☐ / Organizational chart
☐ / Copies of recent staff meeting minutes/agendas/notes
QUESTION 7
☐ / Strategic plan (if available)
☐ / Business plan, addressing expansion project, if different from strategic plan
☐ / Continuous Quality Improvement Plan (if available)
☐ / Risk management plan (if available)
SECTION 3: PROJECT QUESTIONS
☐ / Respond to all narrative prompts.If you do not yet have the information requested, please note the supports your organization will need to acquire or develop the requested information
SECTION 4: PROJECT OPERATING BUDGET AND PROJECTIONS
☐ / Early Child Care Operating Projections (submit in Excel—please retain formulas where appropriate)
☐ / Early Child Care Project Budget (use FFQ provided template)
SECTION 5: PROJECT ATTACHMENTS
☐ / DHS Certificate of Compliance for the proposed project. If project space is not yet licensed attach as many of the following documents as you currently have:
Letter with Vendor/EIN Number
Business Privilege License – City of Philadelphia or Business Registration of other Local Authority, if applicable
Food Preparation and Serving License – City of Philadelphia or other Local Authority, if applicable
Fire and Safety Inspection from Philadelphia Licenses & Inspections or PA Department of Labor & Industry
☐ / Liability Insurance Certification
☐ / Copy of lease, agreement of sale or deed showing ownership of property (whichever is applicable to the expansion site)
☐ / List of project team and their qualifications: lead planner, architect, general contractor, consultants
☐ / Copy of appraisal and environmental audit for projects over $300,000 (for loan financing, appraisal must support mortgage and contemplated improvements)
☐ / Childcare Map report to support your response to Section 3: Project Questions, Question 6
[1]For multi-site providers: please provide consolidated financials for the organization as a whole, and also include a breakout of the proposed expansion center, or, if not applicable, a breakout of a center which most closely mirrors the proposed expansion.