Prosperity Program Grants Online Grant Submission Manual April 2016

Transcription

1 Prosperity Program Grants Online Grant Submission Manual April 2016 Tap Bui Director of Health Programs and Initiatives United Way of Southeast Louisiana 1 P a g e

2 Table of Contents Area Page Number A. General Information 3 B. Login 4-5 C. Welcome Page 6 D. My Profile 7 E Prosperity Program Grant RFP Welcome Page Proposal Summary Unduplicated Count Grant Details Proposed Program Outcomes Proposed Program Indicators Proposed Program Activities Adherence to Guiding Principles Additional Information Budget Narrative Budget Form and Schedule of Positions Volunteer Board Roster 22 F. Download Submitted RFP 23 G. Sign-Off 23 2 P a g e

3 A. General Information Welcome to UWSELA s Prosperity Program Grant online grant submission manual. The UWSELA online portal, Andar e-community, is now open to accept proposal submission for the Prosperity Program Grant at Our ultimate goal is to partner with agencies that align with our new Prosperity Blueprint and are able to impact our vision of equitable communities where all individuals are healthy, educated and economically stable. Programs must focus on one or more of the four high-level outcomes: Stability Today; Prosperity Tomorrow; Personal Wellness; and Vibrant Communities. The Blueprint for Prosperity framework, grant guidelines, and grant outcomes menu can be found on the Attachments tab on Questions? When submitting information online, should you have questions please contact: Technical Questions for Andar? Tap Bui at TapB@unitedwaysela.org General, Grant-specific Questions? - Senior Vice President of Community Impact Mary Ambrose at MaryA@unitedwaysela.org - Vice President of Education Todd Battiste at ToddB@unitedwaysela.org - Vice President of Economic Opportunity Odessa Adams-Payne at OdessaA@unitedwaysela.org - Director of Health Programs and Initiatives Tap Bui at TapB@unitedwaysela.org 3 P a g e

4 B. Login How to access United Way s online submission portal: Access to the Andar E-community site can be obtained from any computer with dial up or high speed internet capability. - Enter the site: - Enter your User ID and Password. You MUST contact Tap Bui at TapB@unitedwaysela.org to receive a user ID and password if you do not already have one. ** Your User ID WILL ALWAYS be the first initial of your first name and your last name. ** Image 1: Log-in Page 4 P a g e

5 Forgot Password? Should you forget your password: - Click on the Forgot My Password button on the Login page. - Enter either your User ID or address when prompted. - Click My Password to receive your password. (Your User ID and Password will be ed to the address that we have in the database for you.) - Alternately, you can contact Tap Bui to reset your password. Image 2: Forgot Password Page 5 P a g e

6 C. Welcome Page Once logged in, you will be brought to the Welcome Page. On the left side of this page, you will find 8 menu items from which you may choose: - Welcome Page: Answers the question, Who do I contact should I have a question? - My Profile: Allows you to update your information, as CB Administrator, including your password. - CB Packages: Contains the actual application/report components. - Attachments: Where to go to download necessary documents. - My Reports: Location to retrieve reports that have been run. - Signoff: Once clicked, you will be signed off the system. Image 3: Welcome Page 6 P a g e

7 D. My Profile Select the My Profile menu item to see information about you, as a CB Administrator, for your Agency. - It is at this location that you can also CHANGE YOUR PASSWORD by clicking on the update icon next to your current password. Should any information on this page NOT BE CORRECT, please contact us immediately! Image 4: My Profile Page 7 P a g e

8 E Prosperity Program Grant RFP To access the Prosperity Program Grant RFP Application, please see CB Packages. - Double-click Prosperity Program Grant RFP Application to begin your proposal submission. Image 5: CB Packages Page Please note the following: - Populated in the Prosperity Program Grant RFP Application will be a list of ALL programs your agency is applying for (see Image 6). - The CB package will be marked Outstanding until all sections of the package are submitted. 8 P a g e

9 Image 6: List of All Programs in CB Package 9 P a g e

10 1. WELCOME PAGE The Welcome Page introduces the guidelines and proposal information. Please read thoroughly. Once you have understood the page, you have the option to: - Select SAVE, SUBMIT, or RETURN Image 7: Welcome Form in RFP Package 2. PROPOSAL SUMMARY - Respond to all questions on the Proposal Summary page. - Once you have entered your responses, select SAVE, SUBMIT, or RETURN. Image 8: Proposal Summary Form 10 P a g e

11 3. UNDUPLICATED COUNT - Respond to all questions on the Unduplicated Count page. - Once you have entered your responses, select SAVE, SUBMIT, or RETURN. Image 9: Unduplicated Count Form 4. GRANT DETAILS - Respond to all questions on the Grant Details page. - Once you have entered your responses, select SAVE, SUBMIT, or RETURN. Image 10: Grant Details Form 11 P a g e

12 5. PROPOSED PROGRAM OUTCOMES - This section will allow you to select the program outcomes you are proposing to accomplish in this RFP. Please refer to the Program Grant Outcomes Menu document in Attachments to assist you in this process. - Select Add to start the outcomes selection process. Image 11: Proposed Program Outcomes Form - You will be brought to the outcomes selection page. Select from the drop-down list of outcomes under Community Outcome. - Once selected, COPY and PASTE the chosen Community Outcome into the Program Outcome. - Click on Add to enter selected outcome. Image 12: Add Outcomes 12 P a g e

13 - You will be brought back to the previous page. - Repeat the process until all proposed outcomes have been selected for your program. - Once you have completed the selection, please select SAVE, SUBMIT, or RETURN. Image 13: List of Outcomes to Submit 13 P a g e

14 6. PROPOSED PROGRAM INDICATORS - This section will allow you to select the program indicators you are proposing to accomplish in this RFP. Please refer to the Program Grant Outcomes Menu document in Attachments to assist you in this process. - Select Add to start the indicators selection process. Image 14: Proposed Program Indicators Form - You will be brought to the indicators selection page. Select from the drop-down list of outcomes you previously selected to link indicators to. - Then select from the drop-down list of indicators in Community Indicator that are linked to the selected outcome. - Once selected, COPY and PASTE the chosen Community Indicator into the Program Indicator. - Enter your target data for your program indicators in the Measurements section Base: this is the number of X your indicator is hoping to achieve (e.g. number of participating households or individuals) ; PLEASE NOTE: this number remains CONSTANT throughout the program Percent: leave alone Achieved: leave alone Data as of: leave alone Comment: enter any comments Instrument: please describe the data collection methods and tools the program will utilize to measure proposed outcomes and indicators Notes Target: enter any additional notes Click Add to enter selected indicator 14 P a g e

15 Image 15: Add Indicators **Please note** If your program indicator is not represented in the pre-defined list, you have the option of typing in your indicator. Simply choose Other from the drop-down list in Community Indicator. Then TYPE IN your indicator in the Program Indicator text box. Image 16: Add Your Own Indicator with Other 15 P a g e

16 - You will be brought back to the previous page. - Repeat the process until all proposed indicators have been selected for your program. - Once you have completed the selection, please select SAVE, SUBMIT, or RETURN. Image 17: List of Indicators to Submit 16 P a g e

17 7. PROPOSED PROGRAM ACTIVITIES - This section will allow you to select the program activities you are proposing to accomplish in this RFP. Please refer to the Program Grant Outcomes Menu document in Attachments to assist you in this process. - Select Add to start the activities selection process. Image 18: Proposed Activities Form - You will be brought to the activities submission page. - Enter the proposed activity in the Description text box. - You may enter a proposed activity from the pre-defined list in the Program Grant Outcomes Menu document or type in your own. - Select Add to enter the proposed activity. - Under Output Type: Target: Click on Add to enter outputs for the proposed activity Enter the type of output and the target units of service Repeat process until all output types have been entered Click on Update Image 19: Add Activities and Outputs 17 P a g e

18 - You will be brought back to the previous page. - Repeat the process until all proposed activities have been selected for your program. - Once you have completed the selection, please select SAVE, SUBMIT, or RETURN. **Please note** If your program activity is not represented in the pre-defined list, you have the option of typing in your activity. Simply TYPE your program s activity and outputs.** Image 20: List of Activities to Submit 18 P a g e

19 8. ADHERENCE TO GUIDING PRINCIPLES - Respond to all questions on the Adherence to Guiding Principles page. - Once you have entered your responses, select SAVE, SUBMIT, or RETURN. Image 21: Adherence to Guiding Principles Form 9. ADDITIONAL INFORMATION - Respond to all questions on the Additional Information page. - Once you have entered your responses, select SAVE, SUBMIT, or RETURN. Image 22: Additional Information Form 19 P a g e

20 10. BUDGET NARRATIVE - Respond to all questions on the Budget Narrative page. - Once you have entered your responses, select SAVE, SUBMIT, or RETURN. Image 23: Budget Narrative Form 20 P a g e

21 BUDGET FORM AND SCHEDULE OF POSITIONS - Upload and submit the Budget Form and Schedule of Positions - Begin by clicking on Add - Document Description: enter title of document - File Name: search and select the file to be uploaded - Effective Date: enter today s date - Expiry Date: enter June 30, Select ADD to upload your document - Once you have added your document, select SAVE, SUBMIT, or RETURN. Image 24: Upload Budget Form and Schedule of Positions Image 25: Add Budget Form and Schedule of Positions 21 P a g e

22 12. VOLUNTEER BOARD ROSTER - Upload and submit the Volunteer Board Roster - Begin by clicking on Add - Document Description: enter title of document - File Name: search and select the file to be uploaded - Effective Date: enter today s date - Expiry Date: enter June 30, Select ADD to upload your document - Once you have added your document, select SAVE, SUBMIT, or RETURN. Image 26: Upload Volunteer Board Roster Image 27: Add Volunteer Board Roster 22 P a g e

23 F. Download Submitted RFP: At any point in time, you have the option to print the RFP package components or download the information and retrieve at a later date. - To download in PDF, click the printer icon to automatically pull that report up in PDF format. - To download in Excel, click the excel icon to automatically pull that report up in an Excel format. Download RFP package in PDF here. G. Sign Off Once you have completed entering data and are ready to sign off: - Make sure to click Save or Submit on all pages where you entered data before you sign off. 23 P a g e