CBI
Services

CBI directly offers
and/or facilitates two types of services as follows:

1) "Backroom"
Services include accounting, finance, human resource, and in some
instances, information and technology services such as:

• Monthly financial
  statements, monthly cash reconciliation and investments administration
• Accounts payable
  and receivable
• Payroll and benefits
  administration
• Contract billing
• Form 990, 1096
  and 1099 IRS filings
• Staff support on
  independent audits
• In instances when
  the affiliate is either housed in a Pillsbury facility or in a remote
  access arrangement, the affiliate may have access to Pillsbury’s software,
  Great Plains Dynamics accounting system, e-time reporting system, internet,
  e-mail, telephone/voice mail, fax, photocopying, etc.

2) Technical Assistance:

• Preparing groups
  and organizations to become an affiliate of Pillsbury United Communities.
  (It costs CBI staff approximately $68/staff hour, and therefore it is
  important that prospective affiliates are prepared for meetings.
• Leadership coaching
  focusing on lead staff skill development that typically involves external
  training opportunities and one-to-one sessions with CBI staff.
• Serving as a liaison
  between the affiliate and Pillsbury United Communities’ backroom services
  in such areas as: (a) initiating purchases for affiliates that do not
  have direct access to the agency accounting software; (b) day to day
  oversight over finances and cash flow; (c) aligning affiliates’ administrative
  needs with Pillsbury’s administrative systems on items such as job descriptions
  for "assigned employees", budgeting timelines, payroll periods,
  etc.
• Helping leaders
  strategize program development initiatives, create annual development
  plans, and develop funding proposals. CBI staff typically provides significant
  support in developing the first proposal for emerging organizations.
  Additionally, CBI staff assist leaders strategize how the affiliate
  can achieve its organizational goals.
• Teaming with and/or
  initiating contact with other consultants who may be hired by the affiliate
• Customizing and
  interpreting financial information, assisting with budget development,
  seeking budget amendments, revenue collections, etc.
• General advocacy
  both on behalf of affiliates within Pillsbury and with the broader funding
  community.
• Organizational
  assessments/structuring (clarifying roles and responsibilities of staff
  and board members; development of a board operations manual; assisting
  board operating committees establish realistic goals; contract development;
  program evaluation; financial reviews; systems needed in preparation
  for spinning off as an independent organization; etc).