NJHI Next Generation Community Leaders 2017 Call for Proposals

Transcription

1 NJHI Next Generation Community Leaders 2017 Call for Proposals Eligibility * * Indicates required Review the following criteria to determine applicant eligibility. Applicant organization must be located in New Jersey. Applicant must demonstrate a history of working successfully to provide young people the skills to become healthy, active, productive adults. Applicant organization must be either a public entity or nonprofit organization that is tax-exempt under Section 501(c)(3) of the Internal Revenue Code and is not a private foundation or non-functionally integrated Type III supporting organization. 1. Does the applicant organization meet the eligibility criteria? * Yes No SAMPLE: Page 1 of 26

2 NJHI Next Generation Community Leaders 2017 Call for Proposals Applicant Organization and Tax Verification * * Indicates required Provide the following information about the applicant organization. Include the formal legal name of the organization that, if awarded, will receive grant funds. Note: If the Applicant Organization is a college or university, include the appropriate School, Department or Unit. You may use the "Select organization information" link below to facilitate the entry of data required below. If the information already exists in the GuideStar Exchange or from prior activity with RWJF, the fields below will become prepopulated with the required data. If that occurs, please be sure to proofread the prepopulated information to ensure that it is accurate and current. Feel free to edit as needed. Use this link to learn more about this feature. If, instead, you prefer to manually enter all the required information below, you may do so. Tax Verification Is the applicant organization tax-exempt under section 501(c)(3) of the Internal Revenue Code, or a state university, or a governmental entity? * Yes No 3. Is the applicant organization a private foundation, or a Type III supporting organization? * Yes Organization * School/Department/Unit No Address * Address (line 2) City * Country State / Territory * Zip Code + 4-digit extension * Phone Number * Fax Number Website Applicant Organization Tax ID (Employer ID Number) SAMPLE: Page 2 of 26

3 NJHI Next Generation Community Leaders 2017 Call for Proposals Key Contacts * * Indicates required To save your partially completed page, scroll to the bottom of this page and select "Save, continue editing" or "Save, return home." Use the "Copy feature" to copy completed organizational and address information to a new contact. Choose a role from the drop-down menu and select the "Copy" button. If the Key Contact Organization is a college or university, include the appropriate School, Department, or Unit. You may use the "Select contact information" link below to facilitate the entry of data required below. If the information already exists in the GuideStar Exchange or from prior activity with RWJF, the fields below will become prepopulated with the required data. If that occurs, please be sure to proofread the prepopulated information to ensure that it is accurate and current. Feel free to edit as needed. Use this link to learn more about this feature. If, instead, you prefer to manually enter all the required information below, you may do so. Project Director * This is the person with the responsibility for carrying out the project. This person will be the primary recipient of all key Foundation correspondence: copy of award notice, post-award financial and monitoring, and grant closure. Additionally, after the application is submitted, this person will be asked to provide feedback to an independent survey firm on the application process and applicant characteristics in a brief, online survey. RWJF will share this person's contact information, including address, with the survey firm for the sole purpose of soliciting feedback. * Confirm * Prefix * First Name * Middle Name Last Name * Suffix Degree(s) Organization * Position * School/Department/Unit Address * Address (line 2) City * Country SAMPLE: Page 3 of 26 State / Territory *

4 Zip or Postal Code * Office Phone Number * Phone Extn Cell Phone Number Fax Number Project Co-Director If applicable, provide the following information for the project co-director who will share responsibility for this project. This person will also receive all key Foundation correspondence as described above. * Confirm * Prefix * First Name * Middle Name Last Name * Suffix Degree(s) Organization * Position * School/Department/Unit Address * Address (line 2) City * Country State / Territory * Zip or Postal Code * Office Phone Number * Cell Phone Number Fax Number Phone Extn SAMPLE: Page 4 of 26

5 Authorized Official * This is the person who receives the Letter of Agreement for a project and whom the applicant organization has designated as being authorized to sign contracts on behalf of the organization. This person will receive a copy of the award notice. * Confirm * Prefix * First Name * Middle Name Last Name * Suffix Degree(s) Organization * Position * School/Department/Unit Address * Address (line 2) City * Country State / Territory * Zip or Postal Code * Office Phone Number * Cell Phone Number Fax Number Highest Ranking Official * This person is generally the highest ranking individual of the applicant organization (e.g., CEO, president, chancellor or similar officer). The award notice is addressed to this person. * Confirm * Prefix * First Name * Phone Extn SAMPLE: Page 5 of 26

6 Middle Name Last Name * Suffix Degree(s) Organization * Position * School/Department/Unit Address * Address (line 2) City * Country State / Territory * Zip or Postal Code * Office Phone Number * Cell Phone Number Fax Number Financial Officer * This is the person who will receive all payments for this award. * Confirm * Prefix * First Name * Middle Name Last Name * Suffix Degree(s) Organization * Phone Extn SAMPLE: Page 6 of 26

7 Position * School/Department/Unit Address * Address (line 2) City * Country Financial Contact This is the person with whom we can communicate regarding budgetary matters. Required if different from the Organization Financial Officer. State / Territory * Zip or Postal Code * Office Phone Number * Cell Phone Number Fax Number * Confirm * Prefix * First Name * Middle Name Last Name * Suffix Degree(s) Organization * Position * School/Department/Unit Address * Address (line 2) City * Phone Extn SAMPLE: Page 7 of 26

8 Country State / Territory * Zip or Postal Code * Office Phone Number * Phone Extn Cell Phone Number Fax Number Other Contact The Other Contact should be the Project Director's assistant or another person we can contact if the Project Director is unavailable. * Confirm * Prefix * First Name * Middle Name Last Name * Suffix Degree(s) Organization * Position * School/Department/Unit Address * Address (line 2) City * Country State / Territory * Zip or Postal Code * Office Phone Number * Cell Phone Number Phone Extn SAMPLE: Page 8 of 26

9 Fax Number SAMPLE: Page 9 of 26

10 NJHI Next Generation Community Leaders 2017 Call for Proposals Project Summary * * Indicates required Provide the following information specific to the proposed project. Project title (maximum 150 characters) Total RWJF funding amount requested (up to $200,000) Project summary, not to exceed 2,000 characters (approximately 250 words) Project Title * Total RWJF Funding Amount * Requested $ Start Date 7/1/2017 Project Duration 36 months Project Summary * Provide a description of your project in no more than 250 words (approximately 2,000 characters including spaces) in the text box below. This summary should address the points below: Project title and requested funding Geographic area to be served Type of organization you represent and any project partners Key components of the project, including factors demonstrating youth engagement, development, and skillbuilding. Connections to local government and/or community-focused coalitions that can support and advance this work. SAMPLE: Page 10 of 26

11 NJHI Next Generation Community Leaders 2017 Call for Proposals Project Information Questions * * Indicates required 1. Indicate the county where the applicant organization is located. * Please choose one of the following responses: Statewide Atlantic Bergen Burlington Cape May Camden Cumberland Essex Gloucester Hunterdon Hudson Mercer Middlesex Monmouth Morris Ocean Passaic Salem Somerset Sussex Union Warren 2. Describe the geographic locale in New Jersey that the proposed project will serve. * 3. Has the applicant organization received grant support from the Robert Wood Johnson Foundation? * Yes. We currently have grant support from RWJF. Yes. We have received grant support from RWJF in the past, but are not currently receiving grant support. No. We have never received a grant from RWJF. Not sure. SAMPLE: Page 11 of 26

12 NJHI Next Generation Community Leaders 2017 Call for Proposals Proposal Narrative * * Indicates required To Begin Download the template shown below. Follow the instructions included on the template. Upload the completed template by selecting the "Upload document" button in the Uploaded Documents column. To Upload To maintain the original formatting, you must convert your document(s) to PDF format prior to uploading. For additional information, refer to Troubleshooting Tips located in the Applicant Guide (see link to the left.) Description Templates Uploaded Documents Proposal Narrative * Proposal To maintain the original formatting, you must convert your document Narrative to the PDF format prior to uploading. For additional information, refer to "Troubleshooting Tips," located in the Reference box to the left. Download the template in the "Templates" column to the right, and follow the instructions carefully. Note: Complete proposal narrative instructions are available in the "Reference" box (see link to the left). SAMPLE: Page 12 of 26

13 NJHI Next Generation Community Leaders 2017 Call for Proposals Budget Worksheet * * Indicates required An important component of your full proposal is the preparation of a comprehensive budget. You will complete budgets for three budget periods, for a total grant duration of three years. Grant funds of up to $50,000 will be available in year one to support travel and expenses associated with the team s meetings, participation in retreats, and administration. In grant years two and three, the remaining funds can be allocated to address the specific community priority as identified in the Summer Action Plan, develop a second cohort of youth participants, address the community priority identified in the second Summer Action Plan, and provide administrative support associated with overseeing the two youth teams. Select the "Add" link to the right of the Proposed Budget below to add your second and third budget periods. This online system will create a consolidated budget for the overall project. Complete every field on this page using your best judgment when projecting expenses. Refer to the "Glossary & Instructions" section of the Budget Preparation Guidelines for complete instructions on all budget categories (see link in the "Reference" box on the left). From the Project Title & Summary section. Duration Proposed Budget Personnel Other Direct Costs Purchased Services Indirect Costs Total Project Total Period 1 Total SAMPLE: Page 13 of 26

14 NJHI Next Generation Community Leaders 2017 Call for Proposals Budget Narrative * * Indicates required Download the template shown below. Follow the instructions included on the template. Upload the completed template by selecting the "Upload document" button in the Uploaded Documents column. To maintain the original formatting, you must convert your document(s) to PDF format prior to uploading. For additional information, refer to Troubleshooting Tips located in the Applicant Guide (see link to the left.) Description Templates Uploaded Documents Budget Narrative * For additional information, review the Budget Preparation Guidelines link in the "Reference" box found in the left-hand column. Budget Narrative SAMPLE: Page 14 of 26

15 NJHI Next Generation Community Leaders 2017 Call for Proposals Supporting Documents * * Indicates required The following supporting documents are required: 1. Key Project Staff Resumes 2. Letters of Commitment Download the templates and/or instructions shown below in the Templates column. Follow the instructions for each document to be uploaded. Upload the completed templates and letter(s) by selecting the "Upload document" button in the Uploaded Documents column. To maintain the original formatting, you must convert your document(s) to PDF format prior to uploading. For additional information, refer to Troubleshooting Tips located in the Applicant Guide (see link to the left.) Description Templates Uploaded Documents Key Project Staff Resume(s) * Your resume document should include information on education and professional experience. Upload one document of multiple resumes, not to exceed 11 pages consisting of a cover page and up to five resumes with a two-page limit for each. Letters of Commitment * Signed letters of commitment are required from the highest ranking executive of the applicant organization as well as from the Mayor or highest ranking official of a municipal agency and the highest ranking official from an agency representing a multi-sector, community-focused coalition. This should total three letters of commitment. Resume Template LOC Instructions SAMPLE: Page 15 of 26

16 NJHI Next Generation Community Leaders 2017 Call for Proposals Financial Due Diligence * * Indicates required Respond to the following question(s). If required, download the template shown below. Follow the instructions included on the template. Upload the completed template by selecting the "Upload document" button in the Uploaded Documents column. To maintain the original formatting, you must convert your document(s) to a PDF file prior to uploading. For additional information, refer to Troubleshooting Tips. 1. Is the applicant organization a college, university, or government entity? * No Yes Description Templates Uploaded Documents Financial Due Diligence * Financial Due Diligence SAMPLE: Page 16 of 26

17 NJHI Next Generation Community Leaders 2017 Call for Proposals Polls and Surveys * * Indicates required Please respond to the question below to let us know if there are to be any polls or surveys conducted as a part of this proposed project, or as part of any projects for which you will use Foundation funds, including any subcontract agreements. Note: RWJF-funded surveys must conform to the Code of Professional Ethics and Practices of the American Association for Public Opinion Research (AAPOR). All grantees and subcontractors conducting a survey will be expected to fill out two survey forms, describing their Survey Design and Survey Results. If awarded a grant, links to both survey forms will be ed to the project director 30 days after the award date. Please note it is the responsibility of the project director to acquire this information from all subcontractors and send to the Foundation. A survey is defined as any quantitative study of human populations that has the following characteristics: 1. The population to be studied is defined. 2. A sample is selected from this population. 3. Characteristics of this sample are measured. 4. Sample statistics are calculated. 5. Inferences are made from the sample statistics to the population parameters of interest. The following types of research do not constitute survey research: focus groups, specialized interviewing, additional analysis of a previously fielded survey, laboratory or other experiments. For additional information and FAQs, please read the RWJF Guidelines for Funding and Releasing Polls and Surveys. 1. Will any polls or surveys be conducted as part of this proposed project? * If you are unsure if your proposed project will contain a poll or survey, please select "Yes" at this time. Yes No SAMPLE: Page 17 of 26

18 NJHI 2017: Next Generation Community Leaders Full Proposal Narrative Template Instructions for using this template. This template is to be used to provide your proposal narrative. You should: Print this template in its entirety before you begin, so you have the instructions available at all times. Complete the Identifying Information shown below this block of instructions. Complete the Narrative Text shown below. The complete Proposal Narrative cannot exceed 10 pages. Your Proposal Narrative must be typed in black, 12-point Times New Roman font, double-spaced with normal character spacing. Leave the pagination feature Page x of y as a footer for the document (which is already included). If you are citing references, you may include a reference list, using footnotes or inserting the reference in the narrative text. Those citations are included in the 10-page Proposal Narrative limit. Delete this block of instructions. Save your final Proposal Narrative in PDF format. Refer to the online Applicant Guide, Upload a Document section (see link on left navigation bar) for more information on uploading your PDF file. Refer to Troubleshooting Tips (see link on left navigation bar) for additional information on converting your document to PDF format. Upload the PDF file to the Project Proposal Narrative section of the online system. NOTES: The total proposal narrative may not exceed 10 pages. You will not be able to upload a document that is more than 10 pages. Do not adjust the margins or font style/size of this template. No hardcopy materials will be accepted as part of your online submission. Complete Proposal Narrative instructions are available in the Project Proposal Narrative Instructions section of the Applicant Guide located in the Reference section of the online system. It is highly recommended that you review the supporting references and documents available on the NJHI Web site before preparing your narrative. Remember to delete this block of instructions and the guidelines shown in blue under the Identifying Information section before uploading this template. SAMPLE: Page 18 of 26 Identifying Information Page 1 of 2

19 Project Title: (your project title goes here) Applicant I.D.: (your MyRWJF applicant ID goes here found in the upper right corner of any screen in this online system) Applicant Name: (your Project Director s name goes here) Legal Name of Applicant Organization: (Legal Name of Applicant Organization goes here) A. About the Applicant Organization B. About Your Community C. Youth in Your Community D. Engaging Youth as Next Generation Community Leaders E. Project Staffing F. Project Assessment G. Communications H. Sustainability SAMPLE: Page 19 of 26 Page 2 of 2

20 NJHI 2017: Next Generation Community Leaders Full Proposal Phase Budget Narrative Template Instructions for using this template. An important component of the submission process is the preparation of a detailed budget narrative, which links the requested funding from the budget worksheet with specific elements of the proposed project. Best judgment should be used when projecting program expenses. This template must be used to provide a budget narrative for the proposed project. You should: Familiarize yourself with the Budget Preparation Guidelines located in the Reference box, located on the left-hand side of all screens in the online system. Once you have accessed the guidelines, you can print them by selecting Print Budget Guidelines found in the upper right corner of the screen. Print this template in its entirety before you begin, so you have the instructions available at all times. Complete the Identifying Information shown below this block of instructions. In the table shown below, complete all categories and sub-categories for which you are requesting funding. Delete this block of instructions. Save your Budget Narrative as a PDF file. Refer to the online Applicant Guide, Upload a Document section (see link on left navigation bar) for more information on uploading your PDF file. Refer to the Troubleshooting Tips (see link on left navigation bar) for additional information on converting your document to a PDF file. Upload this file to the Budget Narrative section of the online system. For each of the categories and sub-categories below, explain completely and in as much detail as possible how the funds for this line item will be spent and how the amount was determined. Refer to the Robert Wood Johnson Foundation (RWJF) Budget Preparation Guidelines available in the Reference Materials section of the online system for more information. NOTES: As stated in the call for proposals, grant funds of up to $50,000 will be available in year one to support travel and expenses associated with the team s meetings, participation in retreats, and administration. In grant years two and three, the remaining funds can be allocated to address the specific community priority as identified in the Summer Action Plan, develop a second cohort of youth participants, address the community priority identified in the second Summer Action Plan, and provide administrative support associated with overseeing the two youth teams. In the online system, the first budget period will reflect the first year of the grant, up to $50,000. The second and third budget periods will reflect years two and three. Select the "Add" link to the right of the Proposed Budget to add your second and third budget periods. Include travel expenses in years one and two for attendees at the two-day coaches retreats. Travel expenses should be included in years two and three for coaches and youth SAMPLE: Page 20 of 26 Page 1 of 3

21 teams to participate in the bi-annual, two-day retreats. When budgeting for travel, use your organizations mileage rate. Overnight accommodations will be provided and need not be budgeted. Budgets must include any planned stipends for youth to participate in training, cost for youth summer employment, and honoraria for youth advisory board participation. Budgets may support contracted services (see page 3 for instructions). Upon completion and approval of the youth Summer Action Plan and all required grant reporting at the end of year one, year two grant funds will be released. Year three grant funds will be released at the end of year two upon the same approvals. Delete any categories (e.g., Personnel, Other Direct Costs) or sub-categories (e.g., Other Staff, Travel, Consultants) that are not included in your budget. Include detailed Full Time Equivalent (FTE) information for each person/role in the Personnel category where funds are being requested, whether the role is full- or part-time. If polls or surveys are a component of your project, under Other Direct Costs, list amount of each non-personnel and non-purchased Services cost (e.g., fielding and administrative costs, design and development of survey instruments, mailing of questionnaires, expenses related to telephone surveys, printing and dissemination of findings) associated with your survey in Surveys section. There may also be survey costs budgeted under Personnel (e.g., temporary help, interviewers, data coders) and/or Purchased Services (e.g., consultant or contract costs). RWJF is interested in capturing total poll or survey costs for your project, Therefore, in addition to budgeting poll or survey costs in their appropriate budget subcategories, also state total amount budgeted for poll or survey costs from all budget subcategories in Surveys section. Include a Contract Budget and Fact Chart, if applicable, for any contracts that are a part of your proposed project. Do not adjust the margins or font style/size of this template. No hardcopy materials will be accepted as part of your online submission. Remember to delete this block of instructions before uploading this template. Identifying Information Project Title: (your project title goes here) Proposal I.D.: (your proposal ID goes here found in the upper right corner of any screen in this online system) Applicant Name: (your Project Director s name goes here) Legal Name of Applicant Organization: (Legal Name of Applicant Organization goes here) Category Narrative Personnel Note: You must include base annual salary and full time equivalent (FTE) information for each person/role where funds are being requested in this category. We recommend you insert a table with this information. See Personnel section of Budget Preparation Guidelines for complete instructions. Project Director/ Principal Investigator Project Staff Administrative Staff Other Staff Fringe Benefits SAMPLE: Page 21 of 26 Page 2 of 3

22 Category Narrative Other Direct Costs Office Operations Polls and Surveys Communications/ Marketing Travel Meeting Expenses Equipment Project Space Other Purchased Services Consultants Contracts * Indirect Costs Indirect Costs In-kind Support *If contracts are a part of your proposed budget, you must complete one Contract Budget and Fact Chart for each contract. Copy and paste the chart below if there are multiple contracts. Enter TBD when information is not yet known. See Glossary & Instructions, Contracts and Deliverables sections for additional information. If there are no contracts, delete these instructions and chart shown below before uploading to the online system. Contract Budget and Fact Chart Contractor Name Contract Start Date Contract End Date Scope of Work Deliverables Total Cost Cost Justification BN Form SAMPLE: Page 22 of 26 Page 3 of 3

23 NJHI 2017: Next Generation Community Leaders Full Proposal Key Project Staff Resume Template Instructions for using this template. This template is to be used to provide your key project staff resumes. Resumes should include information on education and professional experience. You should include resumes for the project director and other key project staff (if applicable). Each resume should be no more than two pages in length. Be sure to include: Professional experience, listed in chronological order, with position held and main responsibilities. Education/training, beginning with baccalaureate or other initial professional education, including any graduate education. Using this template as the cover page, scan the cover page and the resumes into a single document and then upload. The total document of multiple resumes must not exceed 11 pages consisting of a cover page and up to five two-page resumes. NOTES: Save your final Key Project Staff Resume Template in PDF format. Refer to the online Applicant Guide, Upload a Document section (see link on left navigation bar) for more information on uploading your PDF file. Refer to Troubleshooting Tips (see link on left navigation bar) for additional information on converting your document to PDF format. The maximum page limit per resume is two. The maximum number of resumes is five. Don t forget delete this block of instructions before uploading this template. Identifying Information Project Title: (your project title goes here) Applicant I.D.: (your MyRWJF applicant ID goes here) Applicant Name: (your Project Director s name goes here) Legal Name of Applicant Organization: (Legal Name of Applicant Organization goes here) SAMPLE: Page 23 of 26 Page 1 of 1

24 NJHI 2017: Next Generation Community Leaders Letters of Commitment Letters of Commitment Instructions Signed letters of commitment are required from the highest ranking executive of the applicant organization as well as from the Mayor or highest ranking official of a municipal agency and the highest ranking official from an agency representing a multi-sector, community-focused coalition. This should total three letters of commitment. Letters must be on each organization s letterhead. The letter of commitment should address how an existing youth advisory board will include youth from this project or how a youth advisory board will be formed as a result of this project. For hard copy letter(s), you must scan the letter(s) and save to your computer in the PDF format. To upload, select the Upload document button found in the Uploaded Documents column. For electronic letter(s), you should save the letter to your computer in the PDF format. To upload, select the Upload document button found in the Uploaded Documents column. You should upload these letters individually as separate PDF files. NOTES: Save your Letters in PDF format. Refer to the online Applicant Guide, Upload a Document section (see link on left navigation bar) for more information on uploading your PDF file. Refer to the Troubleshooting Tips (see link on left navigation bar) for additional information on converting your document to PDF format. You should upload three letters, as separate PDF files. To upload, select Upload document in the Uploaded Documents column. SAMPLE: Page 24 of 26 Page 1 of 1

25 Full Proposal Audited Financials, Auditor Letters and Organizational Staffing Template Instructions for using this template. This template must be used as a cover sheet for your audited financial and organizational staffing information. You should: Print this template in its entirety before you begin, so you have the instructions available at all times. Complete the Identifying Information shown below this block of instructions. Complete the Organizational Staffing section. Delete this block of instructions then print this template. Using this template as a cover sheet, scan it along with your Audited Financial reports and any Auditor Letters. Use a low-resolution setting when scanning. Save your final Audited Financials, Auditor Letters and Organizational Staffing Template in the PDF format. Refer to the Troubleshooting Tips section of the online system for additional information. Specifics on acceptable file formats are available in the online Applicant Guide. Upload this file to the Financial Due Diligence section of the online system. For the Organizational Staffing, include in no more than one page: A listing of key positions or an organizational chart. Indicate the number of full-time equivalent staff for the entire organization. Specifically identify the number of financial staff. For the Audited Financials and Auditor Letters include: A copy of your audited financial statements for the last two years. Provide a copy of the audit prepared by your external auditors covering the last two years. Auditor s management letters for the last two years. Provide any letters you received from external auditors stating their findings, other than the general opinion letter included with the audit. If your financials and auditor letters are available online, you may insert links into this template We suggest you contact your organization s financial office for this information. NOTES: The audited financials, auditor letters, organizational staffing information and this template should be scanned and saved as one file. Do not adjust the margins or font settings of this template (which are already set at Arial 11.) No hardcopy materials will be accepted as part of your online submission. We won t begin to review your submission until you have met the above requirements. Don t forget delete this block of instructions before printing this template. Identifying Information Project Title: (your project title goes here) Application I.D.: (your application ID located in the upper right corner of the online system goes here) Applicant Name: (your Project Director s or Principal Investigator s name goes here) SAMPLE: Page 25 of 26 Page 1 of 2

26 Legal Name of Applicant Organization: (Legal Name of Applicant Organization goes here) Organizational Staffing (Your organizational staffing information goes here - not to exceed one page.) Audited Financials, Auditor Letters If your audited financials and auditor letters are available online, insert link(s) here: Scanned Audited Financials and Auditor Letters begin on next page. SAMPLE: Page 26 of 26 Page 2 of 2