2018 Safety Net Foundation Defined Grant Safety Net Webinar 1

Transcription

1 2018 Safety Net Foundation Defined Grant 2018 Safety Net Webinar 1

2 INTRODUCTIONS Andres Dominguez Program Officer Bradford Hart Program Officer Karen Guile Grants Manager 2018 Safety Net Webinar 2

3 HCF RESOURCES HCFGKC.org View all funded projects Download reports need for applications and reporting Learn more about health related programs and issues by reading our Local Health Buzz blog, hcfgkc.org/blog KCHealthMatters.org Call us at: Follow us at /hcfgkc 2018 Safety Net Webinar 3

4 AGENDA Key dates and info HCF background History Mission/Vision/Strategies/Outcomes What we fund Funding rounds Safety Net theory of change How we fund it Application process Application components Reminders and resources 2018 Safety Net Webinar 4

5 KEY DATES & INFO Safety Net Foundation Defined Grant Safety Net Webinar 5

6 KEY DATES and DEADLINES Safety Net Forum May 22, 2018 Supports the implementation of service delivery models for physical and oral health Letters of Intent Deadline June 27, 2018 Full Proposal Deadline August 8, 2018 HCF Board Review/Approval December 12, 2018 All Deadlines 12:00 p.m. (noon) 2018 Safety Net Webinar 6

7 MATERIALS ON OUR WEBSITE Safety Net theory of change Narrative template Tips and reminders Application checklist Theory of change outcomes and indicators workbook 2018 Safety Net Webinar 7

8 CONTACT US! WE RE HERE TO HELP! We are happy to work with you: Over the phone Over In-person We can: Answer questions Discuss your proposal 2018 Safety Net Webinar 8

9 ABOUT US HCF Background Safety Net Foundation Defined Grant Safety Net Webinar 9

10 ABOUT US MISSION AND VISION Mission To eliminate barriers and promote quality health for the uninsured and underserved Vision Healthy people in healthy communities 2018 Safety Net Webinar 10

11 ABOUT US SERVICE AREA KANSAS Allen County Johnson County Wyandotte County MISSOURI Cass County Jackson County Lafayette County Kansas City, Missouri (including portions of Clay and Platte counties) Established by the Missouri State Attorney General in Safety Net Webinar 11

12 ABOUT US FUNDING ROUNDS Foundation Defined Grants Healthy Communities Mental Health Safety Net Applicant Defined Grants Special Initiatives 2018 Safety Net Webinar 12

13 WHAT WE FUND Safety Net Theory of Change HCF Funding Rounds 2018 Safety Net Webinar 13

14 WHAT WE FUND SAFETY NET Applicants must address all three aspects of the Triple Aim. STRATEGIES Timely use of personal health care services to achieve the best health outcomes. Health care that is patient-centered, integrated across conditions, providers, and settings and delivered in a way that is safe, timely, effective, efficient, and equitable. Quality health care reduces overall health care costs through improvements Safety Net Webinar 14

15 WHAT WE FUND THEORY OF CHANGE 2018 Safety Net Webinar 15

16 WHAT WE FUND SAFETY NET STRATEGIES 2018 Safety Net Webinar 16

17 WHAT WE FUND OUTCOMES Better health (Access) Better care (Quality) Lower cost (Cost) 2018 Safety Net Webinar 17

18 WHAT WE FUND EXAMPLES OF PAST GRANTS Health or oral health: Service delivery Innovative approaches that address quality improvement, innovation, workforce development, etc. New or existing/ongoing projects Core operating support 2018 Safety Net Webinar 18

19 HOW WE FUND Application Process HCF 2018 Safety Net Foundation Defined Grant 2018 Safety Net Webinar 19

20 APPLICATION PROCESS WHO CAN APPLY Any nonprofit or governmental agency that: Works and/or serves the uninsured and underserved; Operates within HCF s service area; Demonstrates organizational capacity and financially sound practices Safety Net Webinar 20

21 APPLICATION PROCESS NON-DISCRIMINATION POLICY Diversity is a fundamental element of social justice and integral to our mission. Grantee Organization Diversity encompasses both differences in the attributes of individuals and of organizations: Individuals such as race, ethnicity, age, gender, sexual orientation, physical ability, religion and socioeconomic status Organizations such as size, years of operation and location within our service area Grantees will be required to affirm that it will not discriminate:...on the basis of race, color, sex, religion, national origin, age, disability, sexual orientation or veteran status, either in employment practice or in policies and procedures concerning access to services. Provides all services to clients regardless of Does not restrict membership to the Board of Directors based on gender, race, color, ethnicity, religion, national origin, age, disability, sexual orientation, gender identity or veteran status. Promotes staff regardless of Hires staff regardless of 2018 Safety Net Webinar 21

22 APPLICATION PROCESS APPLICATION AND REVIEW PROCESS Application PreProposal Events/ Meetings Letter of Intent Full Proposal Review Board Approval Internal Review Process External Reviews Reviewer Directed Follow-Up 2018 Safety Net Webinar Board Approval Awards Announced Awards Announced 22

23 APPLICATION PROCESS STAGE 1: LETTER OF INTENT Begin an online letter of intent application Download letter of intent narrative template Upload the following to your online application: Completed Letter of Intent narrative template IRS Letter of Determination (for 501(c)(3) orgs) or enabling statute/legislation or official description of purpose (for government agencies) 2018 Safety Net Webinar 23

24 APPLICATION PROCESS STAGE 2: FULL PROPOSAL Log into your online account to access your full proposal application Download the proposal narrative template to create your proposal narrative Download and complete the budget template 2018 Safety Net Webinar 24

25 APPLICATION PROCESS STAGE 2: FULL PROPOSAL Governmental entity applicants q q q Copy of enabling statute/legislation or official description of purpose Copy of authorized budget or current financial statement List of elected/appointed officials who oversee the entity s performance 501(c)(3) applicants q q q q q IRS Letter of Determination Copy of most recent IRS 990 Report (nonprofit tax return) Copy of most recent financial audit Board-approved current fiscal year operating budget for your organization Roster of board of directors with diversity information (race and gender) 2018 Safety Net Webinar 25

26 APPLICATION PROCESS NEED HELP? Contact our Grants Management department They are happy to help Karen Guile 2018 Safety Net Webinar 26

27 HOW WE FUND Application Components HCF 2018 Safety Net Foundation Defined Grant 2018 Safety Net Webinar 27

28 APPLICATION COMPONENTS PROPOSAL GUIDELINES Format Microsoft Word document Typed in clear, legible font (e.g pt. Arial, pt Calibri, or pt Verdana) Single spaced One-inch left /right margins Not to exceed 12 pages 2018 Safety Net Webinar 28

29 APPLICATION COMPONENTS PROPOSAL NARRATIVE SELECTIONS 1. Organizational profile 2. Statement of need 3. Project design 4. Evaluation 5. Sustainability 6. Equity and cultural competency 7. Two-year funding justification 2018 Safety Net Webinar 29

30 APPLICATION COMPONENTS THEORY OF CHANGE AND INDICATORS Increased alignment with theory of change Identify strategies from the theory of change that correspond with your project Explain how your project addresses each part of the Triple Aim (Access, Quality, & Cost) Indicators Identify indicators that correspond with your selected strategies and outcomes and discuss them in the narrative of the proposal New Final Report format aligned with Safety Net theory of change (and your selected strategies, outcomes, and indicators) Required Outcomes Measurement Framework Attach a table that outlines strategies, outcomes, and indicators Safety Net Webinar 30

31 APPLICATION COMPONENTS APPLICATION SECTIONS EQUITY & CULTURAL COMPETENCY Explain how mission, staffing and operations reflect commitment to diversity and inclusion as broadly defined in the HCF Guiding Principles. For example, how does your staffing reflect the communities you serve? How are you responding to your communities needs, values, preferences, etc.? What are your goals and planned activities for improvements? If your organization has a specific diversity and inclusion policy, you may attach it as a supplemental document. It should augment, rather than replace, this section of the narrative Safety Net Webinar 31

32 APPLICATION COMPONENTS REQUIRED ATTACHMENT Outcomes Measurement Frame Strategies Outcomes Indicators Collection Method Access Quality Cost 2018 Safety Net Webinar 32

33 APPLICATION COMPONENTS REQUIRED ATTACHMENTS Combined Budget Worksheet and Budget Narrative Letters of Commitment Certificate of Incorporation IRS Non-Profit Determination Letter Most recent IRS 990 Report (nonprofit tax return) Most recent audit Roster of your board of directors and information about the board s demographic composition Board-approved operating budget 2018 Safety Net Webinar 33

34 APPLICATION COMPONENTS SUPPORTING ATTACHMENTS You may submit additional supporting attachments including: Theory of change Logic model Letters of support Other documents or graphics that support, but do not replace, sections of the proposal narrative 2018 Safety Net Webinar 34

35 APPLICATION COMPONENTS LETTER OF COMMITMENT VS SUPPORT Letter of Commitment States the organization s commitment to the project Indicate the specific role it will fulfill State its share of the grant proceeds REQUIRED vs. Letter of Support Letters written from entities that would be affected by the program for which you are requesting funding SUGGESTED REQUIRED 2018 Safety Net Webinar 35

36 APPLICATION COMPONENTS REVIEWER TIPS Define all acronyms. Describe the history of your organization. This is your opportunity to brag about your accomplishments. Remember, our external reviewers are outside the service area. Describe history and role of partners or organizations referenced in the proposal do not assume familiarity of reviewers. Use Word documents for everything except letters of commitment and support, and reference documents, e.g. audit, signing authority, etc Safety Net Webinar 36

37 PROJECT BUDGET Safety Net Application Process 2018 Safety Net Webinar 37

38 BUDGET REVENUE SOURCES HEALTH CARE FOUNDATION of Greater Kansas City (HCF) -ENTER Org Name HERE- Application Budget Worksheet & Narrative Template enet Revenue YEAR 1 Total funding from the Foundation and Indicate whether funding is other sources are as follows: SECURED (S), or PENDING (P) HCF Other In-Kind Total Health Care Foundation (HCF) P $0 $0 $0 $0 In-Kind $0 $0 $0 $0 Other Sources of Funding HERE $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 Total Revenue $0 $0 $0 $ Safety Net Webinar 38

39 BUDGET SALARY AND BENEFITS Salary The project will pay the salary for the following staff: (e.g. Exec. Director, Intake Specialist, etc.) Annual Salary/Rate (eg. $54,000) Indicate FTE portion being requested from HCF (eg.50 FTE) HCF Cost (eg $27,000) Other In-Kind Total Insert Staff Positions 0.0 FTE $0 $0 $0 $0 0.0 FTE $0 $0 $0 $0 $0 $0 $0 Benefits and Payroll Taxes The project will pay the following benefits and payroll taxes for the above staff (e.g. FICA, Health, Dental, Life Insurance, etc.): Total Salary $0 $0 $0 $0 Benefit % rate of total salary expense (e.g. 20%) HCF Other In-Kind Total Insert Types of Benefits $0 $0 $0 $0 $0 $0 $0 Total Benefits and Payroll Taxes $0 $0 $0 $ Safety Net Webinar 39

40 BUDGET EXPENSES Other Direct Expense: (e.g. Training Expenses, Consulting Fees, etc.) HCF Other In-Kind Total Insert Other Direct Expenses $0 $0 $0 $0 $0 $0 $0 Total Other Direct $0 $0 $0 $0 *Equipment & Supplies: HCF Other In-Kind Total Insert Types of Equipment/Supplies $0 $0 $0 $0 $0 $0 $0 $0 Total Equipment/Supplies $0 $0 $0 $0 SUBTOTAL $0 $0 $0 $0 Indirect Expense HCF Other In-Kind Total Indirect expense represents the project's share of Overhead Expenses (rent, phone, library, etc.) and Administrative Costs. Applicants must limit the HCF portion of Indirect Expense to 10% of the Direct Expenses of the project represented by the sub-total above. $0 $0 $0 $0 Total All Expenses $0 $0 $0 $ Safety Net Webinar 40

41 BUDGET JUSTIFICATION CATEGORIES Provide detail on other sources of funding and in-kind support across all categories of funding and support: HCF funds Other funds In-Kind Address all sections in detail: Revenue Salary Other Direct Expenses Equipment/Supplies Indirect Expenses 2018 Safety Net Webinar 41

42 BUDGET JUSTIFICATION HCF Budget Justification - YEAR 1 Benefits & Payroll Taxes- Explain how each line item of the project Benefits & Payroll Taxes was determined for each: HCF funds, Other funds and/or In-Kind) Revenue -- Explain how each line item of the project Revenue was determined (or calculated) for each: HCF funds, Otherfunds and/or In-kind support. [For example, an entry of $25,000 in volunteer time as part of project revenue requires an explanation of how the amount was calculated, such as: 1086 hours of donated time at $23 an hour=$25,000. In regards to calculating donated time, the following link is is helpful in determining how to calculate volunteer value into a monetary amount: Other Direct Expenses-- Explain how each line item of the project Other Direct Expenses was determined for each: HCF funds, Other funds and/or In-Kind) Salary- - Explain how each line item of the project Salary was determined for each: HCF funds, Other fundsand/or In-kind support. *Equipment/Supplies -- Please attach list of equipment purchases, including prices and quantities, to yourapplication. Also please explainhow each line item of the project Other Direct Expenses was determined for each: HCF funds, Otherfunds and/or In-Kind support) Indirect Expenses- Please explain what the project Indirect expenses will pay for Safety Net Webinar 42

43 BUDGET JUSTIFICATION DETAILS Revenue - Explain how each line item of the project Revenue was determined/calculated for each category. If support is pending, provide history and context about each funding source. Salary - Explain how each line item of the project Salary was determined for each category. Other Direct Expenses - Explain how each line item of the project Other Direct Expenses was determined for each category. Equipment/Supplies - Attach a list of equipment purchases, including prices and quantities, to your application. Also explain how each line item of the project Other Direct Expenses was determined for each category. Indirect Expenses- Please explain what the project Indirect Expenses will cover Safety Net Webinar 43

44 GRANT AWARD Upon approval by the HCF Board of Directors 2018 Safety Net Webinar 44

45 GRANT AWARD DEVELOPING YOUR GRANT AGREEMENT Based on your award amount we will confirm: Revised Budget (if necessary) Revised Outcomes (if necessary) Start Date You will be assigned a program officer for your grant. Your program officer may be different from your program officer on other current or past HCF grants. You may contact your program officer at any point in the process with questions or to discuss your project. You may also contact your program officer to discuss future projects and requests Safety Net Webinar 45

46 GRANT AWARD PROJECT MILESTONES Executed grant agreement (After award; once budget, outcomes, and start date are finalized) Initial payment (Upon execution of the grant agreement) Interim report (Usually due at the six-month point of the grant) Site visit (After receipt of the interim report) Interim payment (Upon approval of interim report) Final report (Within 30 days of grant completion) Final payment (Upon approval of final report) 2018 Safety Net Webinar 46

47 REMINDERS AND RESOURCES HCF 2018 Safety Net Foundation Defined Grant 2018 Safety Net Webinar 47

48 REMINDERS AND RESOURCES GRANT REQUEST CHECKLIST 501(c)3 Organization (Note - Applicants must have submitted a Letter of Intent by the deadline date in order to apply for FDG grants) ü Online Portion of Application ü Proposal Narrative (template found on HCF website) ü Combined Budget Worksheet/Narrative (template found on HCF website) ü Board of Directors Roster w/demographic Info (i.e. race & gender info) ü Current FY Operating Budget ü Certificate of Incorporation ü IRS Letter of Determination ü IRS 990 Report ü Annual Audit (most recent) ü Letters of Commitment (if applicable) ü Letters of Support (optional) ü Theory of change/logic model (optional) ü Outcomes Measurement Framework (required) ü Other 2018 Safety Net Webinar 48

49 REMINDERS AND RESOURCES GRANT REQUEST CHECKLIST Governmental Agency (Note - Applicants must have submitted a Letter of Intent by the deadline date in order to apply for FDG grants) ü Online Portion of Application ü Proposal Narrative (template found on HCF website) ü Combined Budget Worksheet/Narrative (template found on HCF website) ü Enabling statute/legislation ü Authorized Current FY Budget or Financial Statement ü Audit Statement (if applicable) ü List of elected/appointed officials ü Letters of Commitment (if applicable) ü Letters of Support (optional) ü Theory of change/logic model (optional) ü Outcomes Measurement Framework (required) ü Other 2018 Safety Net Webinar 49

50 REMINDERS AND RESOURCES GRANT REQUEST CHECKLIST When possible, do not use a PDF file Safety Net Webinar 50

51 REMINDERS AND RESOURCES SUPPORT SERVICES Grant Writing Technical Assistance HCF offers technical assistance to nonprofit organizations with annual budgets under $500,000 for both Applicant Defined Grant and Foundation Defined Grant requests. For more information, contact Andres Dominguez at or by calling (816) Safety Net Webinar 51

52 REMINDERS AND RESOURCES SUPPORT SERVICES Fiscal Agents HCF connects nonprofit grantees who do not have an annual audit with fiscal agents. For more information, contact a program officer or call Safety Net Webinar 52

53 REMINDERS AND RESOURCES SUPPORT SERVICES Grant Review HCF invites prospective applicants to visit our office to review previously funded proposals. If you are interested in reading exemplary grants, pleasecontact HCF to set up an appointment Safety Net Webinar 53

54 REMINDERS AND RESOURCES SUPPORT SERVICES Feedback Sessions HCF invites applicants who were not awarded funding to receive feedback from the program officer(s) who reviewed their request. Contact HCF within six months of receiving the declination Safety Net Webinar ñ Conducted in person or over the phone. Please contact our office. 54

55 REMINDERS AND RESOURCES KCHEALTHMATTERS.ORG Explore data See how we compare Tools and resources 2018 Safety Net Webinar 55

56 REMINDERS AND RESOURCES HCFGKC.ORG View all funded projects Download reports Download grant application checklist & reviewer tips Get answers on our FAQ page Visit the mental health resource page Sign up for e-newsletters 2018 Safety Net Webinar 56

57 REMINDERS AND RESOURCES SOCIAL MEDIA Follow us at /hcfgkc 2018 Safety Net Webinar 57

58 CONTACT US Andres Dominguez Bradford Hart All staff addresses and phone numbers available at hcfgkc.org Health Care Foundation of Greater Kansas City 2300 Main St., Suite 304 Kansas City, Missouri Safety Net Webinar 58