GRANTWRITING WORKSHOP. Sarah Bailey Director of Community Health Susan G. Komen Charlotte

Transcription

1 GRANTWRITING WORKSHOP Sarah Bailey Director of Community Health Susan G. Komen Charlotte

2 AGENDA Introductions Background Overview of the community grants process Community Profile and funding priorities Request for Applications Grantwriting tutorial Guest speaker Grants emanagement System training (GeMS)

3 INTRODUCTIONS Name Organization Brief description of services and proposed grant program

4 WORKSHOP GOALS Familiarize applicants with the vision, mission, and strategies of Susan G. Komen and the Charlotte Affiliate of Susan G. Komen Inform potential applicants about funding opportunities Help applicants develop a successful application Encourage networking with other breast health professionals

5 ABOUT SUSAN G. KOMEN Vision: A world without breast cancer Promise: The Susan G. Komen promise is to save lives and end breast cancer forever by empowering people, ensuring quality care for all and energizing science to find the cures Since 1982, we ve invested more than $2.6 billion in groundbreaking research, community health outreach, advocacy, and programs in more than 30 countries

6 ABOUT SUSAN G. KOMEN CHARLOTTE Founded on a promise. First Komen Charlotte Race for the Cure in October Eight staff members, Board of Directors and lots of volunteers! To date, Komen Charlotte has invested $14 million in Community Grants and nearly $5.3 million in Komen Research Grants.

7 KOMEN CHARLOTTE SERVICE AREA

8 OVERVIEW OF THE COMMUNITY GRANTS PROCESS

9 HOW AFFILIATE FUNDS ARE DISTRIBUTED 75% of net funds are invested in community outreach including grants for programs that offer breast cancer screening, treatment, education, or support empowering people, ensuring quality care for all 25% of net funds are invested to fund scientific research at the national level to find the cures energizing science to find the cures

10 BREAST CANCER CONTINUUM OF CARE

11 OVERVIEW OF KOMEN COMMUNITY GRANTS PROCESS Learn from the Community Profile Manage and Monitor the Grants Develop the Request for Applications (RFA) Approve and Award Community Grants Solicit Applications Review Applications

12 IMPORTANT DATES Action Grant application deadline Date December 16, 5pm Grant applications reviewed by grant review panel February 2016 Grant slate approved by Affiliate Board of Directors March 2016 Grantees notified By March 30, 2016 First check issued upon execution of contract Six-month progress report due, second check issued upon receipt and formal acceptance of six month progress report Site visits ~ April 1, 2016, may vary October 31, 2016 May vary Deadline to request a no-cost extension March 1, 2017 Final report and return of any unspent funds due May 15, 2017

13 COMMUNITY PROFILE WHAT? An assessment of breast cancer and breast health services in Komen Charlotte service area WHY? To ensure effective and targeted efforts it is vital to understand the needs and barriers experienced by members of the community related to breast health, current programs, and service gaps that exist HOW? Collection and analysis of data including the voices of providers, breast cancer survivors, local leaders, and community residents

14 COMMUNITY PROFILE Healthy People 2020 (HP2020) is a federal government initiative that has set specific health objectives for improving the health of communities, and for the country as a whole, by the year Target communities were prioritized based on the predicted time needed to reach the HP2020 objectives listed for breast cancer latestage incidence and deaths. The objectives specific to breast cancer include: Reducing the rate of late-stage breast cancer diagnoses to 41.0 cases per 100,000 women (US late-stage incidence rate is 43.7 cases per 100,000 women). Reducing the death rate from breast cancer to 20.6 per 100,000 women (US death rate is 22.6 per 100,000 women).

15 COMMUNITY PROFILE County Priority Predicted Time to Achieve Death Rate Target Predicted Time to Achieve Late-stage Incidence Key Population Target Characteristics Cabarrus County - NC Highest 13 years or longer 13 years or longer Mecklenburg County - NC High 8 years 13 years or longer %Black, foreign Cleveland County - NC Medium High 1 year 13 years or longer Education, poverty, rural, medically underserved Gaston County - NC Medium High 6 years 13 years or longer Iredell County - NC Medium High 13 years or longer 6 years Rural Anson County - NC Medium 13 years or longer Currently meets target %Black, older, education, poverty, employment, rural, medically underserved Lincoln County - NC Medium Currently meets target 13 years or longer Rural Stanly County - NC Medium Currently meets target 13 years or longer Older, education, rural, medically underserved York County - SC Medium 7 years 1 year

16 COMMUNITY PROFILE County Priority Predicted Time to Achieve Death Rate Target Predicted Time to Achieve Late-stage Incidence Key Population Target Characteristics Montgomery County - NC Medium Low NA 4 years Education, poverty, rural, insurance, medically underserved Richmond County - NC Medium Low 5 years 5 years %Black, education, poverty, employment, rural, medically underserved Rowan County - NC Medium Low Currently meets target 7 years Rural Union County - NC Lowest Currently meets target Currently meets target Rural, medically underserved

17 COMMUNITY PROFILE AFFILIATE TARGET COMMUNITIES Komen Charlotte will concentrate strategic efforts on these target communities for the next four years. Cabarrus County Projected not to reach the HP 2020 targets for late-stage incidence rate and death rate Mecklenburg County Projected not to reach the HP 2020 target for late-stage incidence rate

18 COMMUNITY PROFILE FAQ: Were Cabarrus and Mecklenburg Counties identified by the data as priority counties because they have larger population sizes? NO!

19 COMMUNITY PROFILE How were these numbers calculated? Incidence, death and late-stage rates are displayed as a number per 100,000 population, in this case women. The data provided in the Quantitative Data Report uses rate calculations at the county level per 100,000 which are comparable from one county to the next and age-adjusted to account for age differences within the county (a county with older population can be compared to a county with a younger population accurately).

20 COMMUNITY PROFILE AFFILIATE TARGET COMMUNITIES KNOWLEDGE/ EDUCATION Information to Dispel Fear Consistent Messaging Financial Resources/ Low Cost Programs PCP Required for Mammogram Provider Inconsistencies ACA/ Medicaid Gaps in Care Lack of Funding Resources ACCESS TO CARE Transportation/Location Financial Barriers LOW PRIORITY FOR PREVENTIVE CARE Cultural/Lifestyle Time/Work Responsibilities Figure 4: Factors in High Late-Stage Diagnosis and Death Rate

21 REQUEST FOR APPLICATIONS

22 FUNDING PRIORITIES Screening and Diagnostic Services: Identify and reach populations who are currently without a primary care provider (PCP), to help them establish a PCP and enter and progress through the breast cancer/breast health continuum of care. Identify and reach populations with low screening rates, with emphasis on the rarely and never screened, the newly uninsured and the Black/African American and Hispanic/Latina populations.

23 FUNDING PRIORITIES Education and Outreach: Implement innovative and culturally competent outreach and education programs utilizing evidence-based best practices to reach underserved individuals who do not have an adequate understanding nor are aware of breast health services available to them, with emphasis on Black/African American and Hispanic/Latina populations in Cabarrus and Mecklenburg Counties.

24 FUNDING PRIORITIES Transportation and Treatment Support: Identify and reach populations who have a barrier to access breast health services due to a lack of transportation, specifically in Cabarrus and Mecklenburg Counties. Identify and reach populations who have a barrier to treatment support programs throughout the Affiliate s 13-county service area including: Pain and symptom management including lymphedema, psychological impacts of breast cancer survivorship, end-of-life issues, quality of life, rehabilitation, etc.

25 ELIGIBILITY Program must be specific to breast health and/or breast cancer All past and current Komen-funded grants and awards are up to date and in compliance Applicant has documentation of current non profit status Be located in or providing services in one of more of the following locations: Anson County Cabarrus County Cleveland County Gaston County Iredell County Lincoln County Mecklenburg County Montgomery County Richmond County Rowan County Stanly County Union County York County, SC

26 ELIGIBILITY Free of conviction of fraud or crime involving financial or administrative impropriety since December 16, If there is cause to believe that an applicant organization is experiencing financial instability, this could impact the review panel s decision to fund or not fund the grant application. Screening grantees must use Komen funding as a last resort by screening women for the BCCCP, other government programs, and private insurance before ever using Komen funding. Additionally, if your organization is requesting funding for screening services, you must have a written agreement in place with a mammography provider in advance of submitting your application.

27 ELIGIBILITY Salaries, if requested, are for personnel related to this project only and must be generally in line with not-for-profit salaries. In the budget justification, please indicate if this grant is the only source of salary (i.e., the position is NOT funded by the institution). If the position is funded by the institution, clearly state why additional funding is needed. Also, include a long term plan to sustain salary for personnel not funded by the institution.

28 ELIGIBILITY For programs requesting funding for screening, diagnostic, and/or treatment: administrative costs may not exceed 25% of the total budget. A minimum of 75% of the budget must go toward direct patient services. Administrative costs include personnel expenses and supplies (not used for patient care). It does not include education materials. This restriction does not apply to grants proposing education outreach as the only component of the program.

29 ALLOWABLE EXPENSES Applicants may request funding for up to $150,000. Organizations may submit multiple grant applications; however, the total sum of grant applications for each organization should not exceed $150,000. Entities with distinct operations that are owned by the same parent organization will be treated individually when calculating the total sum of grant applications. Salaries and fringe benefits for program staff Clinical services or patient care costs Meeting costs Supplies Reasonable travel costs related to the execution of the program Other direct program expenses Equipment, essential to the breast health related program to be conducted

30 FUNDING RESTRICTIONS Research Education regarding breast self-exams/use of breast models Development of educational materials or resources Construction or renovation of facilities Political campaigns or lobbying General operating funds / Indirect costs Debt reduction Fundraising Education via mass media Event sponsorships, scholarships Projects completed before the date of grant approval Payments/reimbursement made directly to individuals Land acquisition Program-related investments/loans Thermography

31 IMPORTANT GRANTING POLICIES INSURANCE REQUIREMENTS Certain insurance coverage must be demonstrated through a certificate of insurance at the execution of the grant agreement, if awarded. Coverage Type Commercial General Liability Minimum Limits Workers Compensation $500,000 Excess/Umbrella $5,000,000 Automobile Liability* $1,000,000 Medical Malpractice Coverage** * If providing transportation services ** If providing direct medical services $1,000,000 per occurrence $2,000,000 in the aggregate $1,000,000 per occurrence $3,000,000 in the aggregate Grantees are required to name Susan G. Komen Breast Cancer Foundation, Inc., Susan G. Komen Charlotte, its officers, employees and agents as Additional Insured on the above policies.

32 SUBMISSION REQUIREMENTS All proposals must be submitted online through the Komen Grants e-management System (GeMS): Applications must be received on or before Wednesday, December 16 at 5pm. No late submissions will be accepted. Remember the submission process requires your organization s Authorized Signer to officially submit the application make sure you allow time and monitor their schedule to ensure you they are able to submit the application before the deadline

33 EDUCATIONAL MATERIALS To reduce confusion and reinforce learning, we only fund programs that involve educational messages and materials that are consistent with those promoted by Komen. Please visit the following webpage before completing your application and be sure that your organization can agree to promote these messages: Komen will not fund education programs that teach or endorse the use of monthly breast self-exams or use breast models. Komen Affiliate grantees must use/distribute only Komen-developed or Komen-approved educational resources. Therefore, applicants should not request funding for educational material creation without approval from the Affiliate and Komen HQ.

34 REVIEW PROCESS Each criteria is scored on a scale of 1-7 Statement of Need 20% Program Design 20% Impact 20% Organization Capacity 20% Monitoring and Evaluation 15% Addressing Specific Gaps 5%

35 REVIEW PROCESS Compliance review by Affiliate staff Peer Review Panel Volunteers recruited by the Affiliate Composed of diverse individuals and may include: Survivors Public health professionals Health care providers Community leaders Representatives from the Target Communities A minimum of three review panel members score each application Review Panel meets to determine the slate of programs to recommend to the Affiliate Board of Directors Board of Directors votes to approve the recommended grant slate

36 PROJECT NARRATIVE NEW THIS YEAR! Project narrative categories have changed Statement of Need Program Design Organization Capacity Monitoring and Evaluation NEW THIS YEAR! Each category allows 5,000 characters (increased from 3,500)

37 PROJECT NARRATIVE STATEMENT OF NEED Population to be served Evidence of risk/need within the population Population characteristics Explain how program aligns with the Affiliate's target communities and/or funding priorities

38 PROJECT NARRATIVE PROGRAM DESIGN Describe program s goal and objectives How will program increase the percentage of people entering, remaining in, and progressing through the Continuum of Care Explain how program is culturally competent Describe the evidence-based or promising practices the program will utilize Describe potential and existing collaborations Rationale for selection of collaborators Strengths of these partnerships

39 PROJECT NARRATIVE ORGANIZATION CAPACITY Explain why your organization and staff are best suited to lead the program Describe successes delivering breast health services to the proposed population Resources your organization possesses to implement the program Current fiscal state and internal controls for management of grant dollars Sustainability plan to secure and allocate resources following the conclusion of the grant period Internal communication plan for organization leadership to ensure long-term support of the program

40 PROGRAM NARRATIVE MONITORING & EVALUATION Describe in detail how the organization will measure progress toward goal and objectives Explain how the organization will assess the effect the program had on selected priorities Explain how you will assess program delivery Describe the monitoring and evaluation resources and expertise at your organization Include documentation as appropriate surveys, logic models, templates, etc.

41 PROJECT WORK PLAN Goal - high level statement that provides overall context for what the program is trying to achieve Each program will have one goal Objectives - specific statements that describe what the program is trying to achieve to meet the Goal. An objective should be evaluated at the end of the program to establish if it was met or not met. No limit to the number of objectives, must have one Objectives must be: Specific Measurable Attainable Realistic Time-bound Who, What, By when, How much?

42 PROJECT WORK PLAN EXAMPLE Goal: Provide patient navigation to women with screening abnormalities in order to reduce delays in and barriers to diagnostic care. Objective 1: During grant period, patient navigator will contact all women with an abnormal screening within three business days to schedule follow-up appointment. Who? Women with an abnormal screening What? Patient navigator will contact to schedule follow-up appointment By when? Within three business days How much? All women with an abnormal screening Objective 2: By end of grant period, provide 30 uninsured/underinsured women free/reduced cost diagnostic mammograms. Who? Uninsured/underinsured women What? Free/reduced cost diagnostic mammograms By when? End of grant period How much? 30 women

43 KEY PERSONNEL/SALARIES NEW THIS YEAR! The key personnel and salary pages have been combined into one page Name Job Title Role on Project Attach Resume/Job Description Attach job description for vacant positions Total Salary Benefits % of Salary on Project Total

44 BUDGET PATIENT CARE NEW THIS YEAR! This section should now include all services for patient care including survivorship support

45 BUDGET PROJECT BUDGET SUMMARY

46 SUPPORTING DOCUMENTS The following attachments are required at the time of submission per the RFA: Attachment Letter of Agreement with mammography provider(s) Resumes/Job Descriptions Proof of Tax Exempt Status Certificate of Insurance GeMS Page Project Profile Key Personnel/Salaries Project Budget Summary Project Budget Summary

47 GRANTWRITING TUTORIAL

48 GRANTWRITING TUTORIAL Developing a Proposal Writing an Abstract Developing Objectives Program Evaluation Budgeting Helpful Hints

49 PLANNING THE PROPOSAL Read everything! Consider the funding priorities carefully Read the Community Profile Discuss ideas with decision-makers in your organization Explore opportunities for collaboration Prepare proposal together do not work in a silo Start early, allow time to craft an innovative application that is truly responsive to the identified needs in the community

50 PROPOSAL ABSTRACT First impressions are important Brief statement of your case and a summary of your proposal Be compelling & concise! Include: The target community served and need to be addressed by the program A description of key activities The expected number of individuals served The expected or resulting change(s) your program will likely bring in your community Do not exceed 1,000 characters (about 200 words)

51 EVALUATION PROCESS EVALUATION What happened How it happened How much Where To whom

52 EVALUATION IMPACT EVALUATION Changes in: Behavior Knowledge Attitudes Beliefs Change among Individuals Providers Organizations Communities

53 BUDGET & EXPENSES Projects become reality because the central idea is sold, not because the proposal is cheap! Be realistic! Ask for what you need. Justify expenses. Do your costs follow with narrative program description?

54 HELPFUL HINTS Read the RFA carefully follow ALL directions Be innovative, realistic, specific Write clearly, use active rather than passive voice Avoid jargon or acronyms Allow plenty of time

55 APPLICANT SUPPORT Contact with questions: Sarah Bailey Director of Community Health Use the updated Applicant Manual to guide you through all steps of the application process, from user registration to application submission

56 DEADLINE Application must be submitted by your organization s Authorized Signer no later than Wednesday, December 16, at 5:00 pm.

57 Questions and Answers