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Attachment G
CITY OF DALLAS
Office of Housing and Community Empowerment Project: Financial Empowerment Center Proposal Scoring Form
Name of Organization:
Name of Program:
REVIEWER: Please score the Proposal in each of the categories below. The maximum points available for each category and section are shown. Please fill in your score for each category/section and explain your point determination in the Comments section.
ORGANIZATIONAL CAPACITY & HISTORIC NARRATIVE EVALUATION
| Did the organization submit all required documents as requested? |
| 1 |
| Based on the Organization’s History/Experience, does the Organization demonstrate a track record sufficient to undertake and support the program services outlined in the Proposal – specifically a history of CDBG grants administration? Does the organization have the required minimum experience outlined in the solicitation? |
| 5 |
| Does the organization have experience serving the population they intend to serve? |
| 6 |
| Based on the Organization’s Qualifications/Staffing, does the Organization have the professional staff capacity with appropriate credentials to undertake and support the program services outlined in the Proposal? Is the Organization appropriate to administer such a program? |
| 6 |
| Is the organizations financial counseling program already compliant with CFE training and staffing requirements or has the ability to be so within 60 days? |
| 6 |
| Does the organization’s prior years financial counseling program performance or prior City contracts demonstrate that the organization is likely to be successful? |
| 6 |
APPROACH / PROGRAMMING WORK PLAN
| Based on the Organization’s Program Activities Narrative and Work Plan, do the program activities narrative and work plan demonstrate a plan that is the reasonable and appropriate to undertake and support the program services outlined in the Proposal? Is it clear that the programming will deliver the desired scope of services and reach the desired target communities? Does it align with the timeline requirements set forth in the Proposal? |
| 10 |
| Does the proposer outline eligibility requirements to receive services that are aligned with requirements in specifications? Does the proposer outline the process that they will use to ensure compliance with these requirements and how this process fits within the program workplan? |
| 5 |
| Does the proposer articulate a plan for outreach to potentially eligible clients with an emphasis on identified target populations? |
| 5 |
| Does the organization have the necessary partnerships and collaborations for successful program implementation? |
| 10 |
EVALUATION PLAN
| Did the organization submit an Evaluation Plan? Is it clear that the organization has the appropriate processes in place to capture required data for evaluation? |
| 7 |
| Did the organization establish a set of output and outcome metrics and targets that are measurable, reasonable, and demonstrate the impact of the proposed programming? Is it clear that the organization has the staffing, systems, and expertise in place to effectively deliver services and to track and report all proposed metrics and outcomes targets? |
| 7 |
| Is it clear that the organization has the appropriate processes in place to document and verify client eligibility as required, program outcomes as needed, etc? Did the organization agree to report in accordance with City requirements outlined in the solicitation? (Also consider performance under Organization’s History/Experience.) |
| 6 |
COST AND BUDGET
| Is the program a good value for the expected impact, considering clients reached and services delivered? |
| 5 |
| Does the budget align with all outlined service caps and other budget requirements? |
| 5 |
| Did the organization submit a budget narrative that adequately accounts for and explains costs included with the submitted Program Budget? |
| 5 |
| Based on the Organization’s Program Budget is the budget reasonable and appropriate to undertake and support the program services outlined in the Application. |
| 5 |
SUMMARY
| Organizational Capacity Evaluation |
| 30 |
Reviewer Signature:
Date:
Revised: 02/03/2026