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Minutes
ASSET Meeting
December 9, 2021
City of Ames Council Chambers, 2nd Floor of City Hall
5:00 pm
Present: Jehan Faisal, Nikki Fisher, Ed Gillott, Linda Hagedorn, Becky Harker, Sandra King, Jean
Kresse, Tim Neubauer, Anneke Mundel, Deb Schildroth, Jenny Schill, Stephanie Spence, Ashley
Thompson, Quinn Wood, Mary Beth Golemo, and Administrative Assistant, Pandora Lamar.
1. CALL TO ORDER by Chair, Ashley Thompson at 5:04 pm.
2. WELCOME/ INTRODUCTIONS
3. PUBLIC FORUM (1-2 minutes for items not included on the Agenda)
No one present for Public Forum
4. APPROVAL of NOVEMBER 18, 2021 MEETING MINUTES
Ed Gillott moved to approve the November 18, 2021 minutes and Nikki Fisher seconded;
motion was carried unanimously.
5. TREASURER’S REPORT
Treasurer, Jenny Schill reported a balance of $1,805.88.
6. REPORTS
a. Administrative Team Comments
Jenny Schill encourages everyone to review the liaison reports and use those in their
discussions during the agency hearings. She reported that she had received a comment that
the new format was especially useful this year. There are still five outstanding reports that
will be sent out to volunteers and staff as soon as they become available.
Deb Schildroth reported that she will be presenting the ASSET agency budget requests to
the City Council next week. There has been a 28% increase in funding requests to the City.
The total requested of the City is over $2 million. The City of Ames uses local option sales
tax to fund human services. There will be discussion about what level of funding the City
Council will be supporting this year.
Jean Kresse indicated that United Way will also be making their decision on funding
requests next week. United Way received requests for $218,000 from ASSET this year.
Sandra King reported she will be taking the ASSET funding requests of over $2 million to the
Story County Board of Supervisors on the 20th, which is an increase of 26% from last year. A
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number of agencies increased their requests. If similar to last FY, she believes the Story
County increase in ASSET funding could be approximately 5% for FY23.
Lydia Youngquist reported at the December 1st ASSET Adm Team Meeting that ISU Student
Government has allocated $260,277 for ASSET funding the coming year, which reflects an
inflationary increase of 2%.
b. Volunteers
The liaison report process was discussed. Jean said the purpose of the reports is to share
information with the other volunteers to help them make more informed funding
recommendations for each agency. It was suggested that it might be helpful to have the
information from the budget book earlier, to help them prepare for the liaison visits. It was
also suggested that having the outcome data would have been helpful. We tell the agencies
to have their budget request available so any questions can be addressed during the liaison
visits. Jean said there was quite a bit of back and forth with agencies about budget
corrections, so it may not be practical to have the budget book ready before liaison visits
start. Anneke said that in the future, volunteers should be able to access the Scorecard data
online by logging in. One volunteer felt there is a need for more training on the process.
Jean indicated that additional information could be added to the reference manual that
advises agencies of what they should have ready for liaison visits. When the task force
reviewed the liaison report form this year, they pared it down to the key things that we
need to know. Ashley mentioned that she and Bryce Garman were assigned as liaisons to
one of the agencies, and they spent a significant amount of time trying to schedule the
meeting with the agency. The agency did not seem to know what information they should
be prepared to discuss during the visit. So the need for additional guidance on this to the
agencies could be helpful.
7. OLD BUSINESS
None
8. NEW BUSINESS
a. Liaison Reports
Jean mentioned that some volunteers may have been assigned to an agency that was not
grouped in their work team of Education, Health, or Financial Stability.
Ashley noted key items to review as we move into the allocation process and agency
hearings
• the liaison reports
• the budget books with the Scorecard data incorporated
• the agency hearings
• the Funder priorities
The administrative staff will be available to answer questions and help walk volunteers
through filling out the allocation spreadsheet. It was asked if agencies are allowed to
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carry over funds from one year to another. Deb stated that it’s up to each funder and
the situation. An agency may ask Funders to re-allocated funds from one service to
another. Jean said United Way did let agencies know that in order to have claims paid
they needed to submit those requests for carryover by July when the books close.
b. Mid-Year Updates
Anneke will have office hours through Zoom that are posted on the agenda. Mid-Year
Updates are due on December 15. Anneke has received a number of calls and is assisting
agencies with this process, which is now done in Scorecard.
Sample Allocation Spreadsheet Demo
Deb said there are spreadsheets for each funder by work team (Education, Health and
Financial stability); Story County, United Way, ISU Student Government and the City of
Ames. Columns include funding amounts an agency received in the current fiscal year and
requested amounts. Each volunteer will fill out spreadsheets for each funder within their
work team. Every spreadsheet has an amount at the bottom with a total allocation amount
of funds that are available. Ashley said you do not necessarily have to allocate all of the
available funds. It is likely that an agency may be asking for more than is available . At the
work team session volunteers will be able to see everyone’s entries and come to a
consensus on the recommended allocations for that panel. If all of the funds allocated to a
work team are not used or allocated, the volunteers on that team can recommend the
funds be moved to another work team. No agency or funder will see the individual
volunteer recommendations – only other ASSET volunteers and staff.
All of the allocation recommendations will be reviewed at the ASSET meeting the week
following the work team sessions. Agencies and Funders will see the allocations after they
are approved by the entire ASSET Board. Volunteers can call their funder staff
representative if they have questions.
Spreadsheets will be emailed prior to the week of the agency hearings. After completing
the spreadsheets volunteers can email them back to storycountyasset@gmail.com by noon
on January 8.
Also, note that on 7B of the budget sheets there is a new line indicating what percent of
ASSET funding is being requested for both the agency and agency programs.
c. Meal Sign Up Sheet for Agency Hearings and Focus Area/Panel Work Sessions
Sandra will be coordinating the meal arrangements for the Agency Hearings and Focus
Area/Panel Work sessions.
9. ADDITIONAL ITEMS
It was reported that the Boys & Girls Clubs have new administrative office space, but
programming is still being conducted in the building on South 5th.
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10. INFORMATION/ANNOUNCEMENTS
a. December 15, 2021 – Mid-Year Updates Due via Scorecard
b. January 7, 2022, 11 am – 1 pm – Scorecard “Office Hours” (optional) – Virtual
c. January 8, 2022 – Allocation spreadsheets are due at 12:00 Noon
d. January 21, 2022 – Recommendations Posted
11. MEETING DATES
a. December 10, 2021 @ 8:00 am to 9:00 am – Financial Stability Scorecard Review – Virtual
(https://us06web.zoom.us/j/83786940787 )
b. January 5, 2022 @ 4:30 pm – Agency Hearings – CityChurch, 2400 Oakwood Rd
c. January 6, 2022 @ 4:30 pm – Agency Hearings – CityChurch, 2400 Oakwood Rd
d. January 10, 2022 @ 4:30 pm – Education Work Session – CityChurch, 2400 Oakwood Rd
e. January 12, 2022 @ 4:30 pm – Financial Stability Work Session – CityChurch, 2400 Oakwood
Rd
f. January 13, 2022 @ 4:30 pm – Health Work Session – CityChurch, 2400 Oakwood Rd
g. January 20, 2022 @ 5:00 pm – ASSET & Joint Funders Meeting, CityChurch, 2400 Oakwood
Rd
12. ADJOURNMENT
The meeting adjourned at 6:22 pm.