REQUEST FOR PROPOSALS MULTIYEAR GRANTS FUNDING FY 4/16-3/17; FY 4/17-3/18; FY 4/18-3/19 COMMUNITY IMPACT: HEALTH

Transcription

1 UNITED WAY OF AMARILLO & CANYON REQUEST FOR PROPOSALS MULTIYEAR GRANTS FUNDING FY 4/16-3/17; FY 4/17-3/18; FY 4/18-3/19 COMMUNITY IMPACT: HEALTH Deadlines: Stewardship Packet Monday, September 28, :00 pm Community Impact Grant Proposals Via e-cimpact: Monday, November 23, :00 p.m. Each organization applying for grants must submit a Stewardship packet. 1 of 42 UWAC CIG RFP

2 Contents Introduction About United Way of Amarillo & Canyon... 3 Purpose of this Request for Proposals... 3 Multi-year Funding Eligibility... 4 Community Impact Grants Staff Contact List.. 4 Community Impact Focus Area Goals, Strategies and Metrics. 5 Community Impact Grants Process. 8 Overview of Process.. 8 Stewardship Review 8 Proposal Compliance Review 9 Vetting Committee Review 9 Council Proposal Evaluation. 10 Council Funding Recommendation. 10 Funding Approval 10 Changes in Reported Information 11 Monitoring 11 e-cimpact Online Application System 12 Logging Into e-cimpact 12 Submitting an Organization Application.. 12 Timeline.. 13 RFP Release. 13 Stewardship & RFP Training. 13 Stewardship Deadline. 13 Proposal Submission Deadlines 13 Volunteer Council Process 13 Funding Period. 14 Submission 14 Compliance Requirements 14 On Time 14 Stewardship Packet 14 Community Impact Grants 14 Complete 14 Allocation Acceptance 15 Community Impact Grant Application.. 16 Approval & e-signature Form: Community Impact Grants. 16 Program Request Summary Form. 18 Program Narrative Form. 19 Number of Unduplicated Clients 21 Evaluation Narrative Form. 23 Logic Model.. 25 Entering the Logic Model on e-cimpact.. 26 Reviewing the Logic Model.. 27 Program Budget Form. 27 Program Budget Narrative. 29 Reviewing the Budget. 30 e-cimpact Online Application Instructions 31 e-cimpact Frequently Asked Questions 34 Stewardship Staff Review Form. 36 Stewardship Documentation Checklist.. 38 Proposal Evaluation Tool. 39 Logic Model Sample 42 2 of 42 UWAC CIG RFP

3 INTRODUCTION ABOUT UNITED WAY OF AMARILLO & CANYON Mission: To improve lives through the caring power of our community. For 91 years, the United Way of Amarillo & Canyon (UWAC) has been committed to fostering a strong and thriving community. We have learned that the best way to make the biggest possible impact is to first focus on the areas that change people s lives forever: preparing kids to graduate and succeed, helping families leave poverty permanently, and enabling people to live healthy, responsible lives. PURPOSE OF THIS REQUEST FOR PROPOSALS Community Impact is a strategically targeted approach to guide United Way of Amarillo & Canyon to make meaningful and measurable improvements in the lives of people in our community. Community Impact outlines the key strategies that will help transform our community in the areas of Education, Income, and Health. To improve lives in our community, UWAC invests donors gifts in exceptional programs that make measurable progress toward the Community Impact goals. UWAC is able to fund exceptional programs through the implementation of the Community Impact Grants process, a competitive and transparent allocation process that is open to all nonprofit organizations that are able to meet eligibility criteria. The purpose of this Request for Proposals (RFP) is to clearly communicate each aspect of the Community Impact Grants process and, ultimately, to encourage organizations doing outstanding work in the areas of Education, Income and Health to apply for funding. The Request for Proposal process assumes zero-based funding. All requests are reviewed competitively and without consideration to prior or current funding. MULTI-YEAR FUNDING UWAC understands that the achievement of the Community Impact goals will require substantial, longerterm investments in the most exceptional programs in the areas of Education, Income and Health. Therefore, all grants awarded through the Community Impact Grants process will be three-year grants. The next Community Impact Grants RFP will be released in September, Multi-year funding represents the best use of community resources. Organizations will be able to focus more on program implementation rather than annual proposal development. UWAC staff will be able to work on capacity building initiatives and identifying areas where collective action is possible. Volunteers will develop a deeper understanding of each funded program through monitoring and additional engagement opportunities. Multi-year funding also represents the best way to achieve the Community Impact goals. Successful programs will be able to articulate clear multi-year funding plans and show a commitment to long-term outcomes and positive results. Long-term investments in exceptional programs will lead to positive community impact. 3 of 42 UWAC CIG RFP

4 ELIGIBILITY The following requirements must be met in order for a program to receive funding through the Community Impact Grants Process: The proposed program must concentrate its efforts and services within Amarillo & Canyon. The proposed program must align with at least one of the UWAC Community Impact Goals, Strategies and Community Metrics (page 5). The applying organization must pass the Stewardship process (to see a complete list of Stewardship documents see page 38 for the Stewardship Documentation Checklist). Only those organizations proposing programs to meet the Health Goal (see page 5) should apply during the multi-year Community Impact Grant/Request for Proposal process. COMMUNITY IMPACT GRANTS STAFF CONTACT LIST The Community Impact Team is responsible for implementing the Community Impact Grants process, and is therefore an important resource for organizations interested in applying. Please call, , or set up an appointment to meet if you have questions, concerns, or would like to discuss any aspect of the Community Impact Grants process. Title Staff Person Phone Senior Director, Community Impact Susan Barros susan@unitedwayama.org Community Impact Coordinator Kimberley Rose kimberley@unitedwayama.org e-cimpact Laura Manzo laura@unitedwayama.org 4 of 42 UWAC CIG RFP

5 COMMUNITY IMPACT FOCUS AREA GOALS, STRATEGIES AND METRICS Health Impact Area Goal 1. Increase physical fitness and nutrition knowledge and behaviors Strategies aka Activities Provide nutrition, healthy food shopping, and cooking education Provide dual generational recreational opportunities Provide fitness training/programs Community Metrics aka Indicators Increased participation in nutrition programs Increased number of families participating in physical fitness/recreation activities Increased number of individuals participating in fitness/training programs; reduced BMI Examples of Possible Measurements aka Source of Data (Not an Exhaustive List) Pre/post-test knowledge; family surveys to determine behavioral changes Number of families participating; outputs count Number of individuals participating; measure BMI; outputs count 2. Enhance access/increase participation in mental health services for at-risk populations Provide individual or group therapy Outreach to increase participation in anger management, resiliency training, parenting, and workplace success classes Increased number of individuals participating in counseling/psycho-therapy Increased number of individuals participating in soft skills training classes Number of individuals meeting treatment plan goals Job longevity Reduction in divorce rate Reduction in out-of-home child placement Provide teen pregnancy prevention education 3. Decrease risky behaviors Provide drug and alcohol abuse education Provide STI awareness, prevention Increased knowledge of risky behaviors Pre/post-test; Annual County Health Rankings Provide sexual & family violence education *Health Council RFP is open September-November of 42 UWAC CIG RFP

6 COMMUNITY IMPACT FOCUS AREA GOALS, STRATEGIES AND METRICS Education Impact Area Goal Strategies aka Activities Parent/adult mentor child reading Community Metrics aka Indicators Examples of Possible Measurements aka Source of Data (Not an Exhaustive List) 1. Increase parent/adult mentor engagement in child s educational success Dual generational parent/child activities Parent info/seminar programs Increased number of parents/adult mentors participating (reading, school activities, seminar programs) Number or parents/adult mentors, percentages of total participating in projects, activities, programs Adult-Adolescent Parenting Inventory (AAPI) 2. Improve academic achievements for elementary & secondary school youth Provide tutoring, one-on-one academic mentoring, homework help or other strategies to achieve measurable academic results Increased number of students with passing grades in core subjects Academic report cards 3. Increase successful completion of financial literacy, soft skills, nutrition, and fitness education to equip youth for fiscal and physical success Provide financial literacy; money management education to youth Provide nutrition education to youth Provide soft skills/resiliency training to youth Provide physical fitness education and activities Increased number of students successfully completing financial literacy curriculum Increased number of students with enhanced nutritional knowledge Increased number of students without behavioral referrals Increased number of students reducing BMI Pre/post-test; measure increased knowledge Pre/post-test; measure increased knowledge School data; measure increase/decrease Pre/post-test; measure increased knowledge; student behavioral surveys *Education Council RFP is open September-November of 42 UWAC CIG RFP

7 COMMUNITY IMPACT FOCUS AREA GOALS, STRATEGIES AND METRICS Income Impact Area Goal Strategies aka Activities Provide case management, job coaching and referral for homeless, ESL, low-income, and under-educated/trained individuals Community Metrics aka Indicators Increased number of clients obtain new, or higher paying employment Examples of Possible Measurements aka Source of Data (Not an Exhaustive List) day case management follow-up utilizing self-sufficiency matrix Provide financial literacy and moneymanagement courses for adults Increased number of homeless, ESL, low-income, and under-educated/trained individuals completing courses Number of participants completing pre/post-test; participant behavior change survey 1. Increase entitlementlevel and low-moderate household incomes to sustainable living wages Obtain client referrals for case management and income education support from mainstream resource providers (SNAP, TANF, housing voucher programs, social services agencies, churches, and schools). Provide targeted job training/education to homeless, ESL, low-income and undereducated/trained individuals Provide affordable child care for low-moderate income working/training families to increase employment/wages or attend school/training programs Increased number of program participants from mainstream resource referrals Increased number of homeless, ESL, low- income, and under-educated/trained completing targeted job training/education Family incomes increase allowing them to reduce or end child care subsidy Number of referrals; measure outputs Number of participants completing Number of unduplicated families receiving subsidized child care increases Number of completed GED, certificate programs; measure outputs Targeted community outreach to recruit participants Outreach to recruit volunteers/trainers/mentors Increased number of adults completing GED, training/certificate programs Increased number of volunteers/trainers/mentors Family pre/post surveys to assess education and income level changes Number of volunteers/trainers/mentors; measure outputs *Income Council RFP is open September-November of 42 UWAC CIG RFP

8 COMMUNITY IMPACT GRANTS PROCESS OVERVIEW OF PROCESS The steps in the Community Impact Grants process: 1) Stewardship Review 2) Proposal Compliance Review 3) Vetting Committee Review (As Needed) 4) Council Proposal Evaluation 5) Council Funding Recommendation 6) Board Funding Approval The process begins with the Stewardship Review to determine whether or not an organization is eligible to apply for funding. After Stewardship is completed and proposals are submitted for review, each proposal is evaluated, first by UWAC staff and then by a council of community volunteers. Programs that pass the initial reviews are eligible to receive a funding recommendation from the council. Funding recommendations must go through an approval process before being finalized. All programs are evaluated using standardized tools that measure the relative strength of the proposal. Successful programs will demonstrate a connection between program goals and Community Impact goals, effective programming and evaluation efforts, and access to the resources necessary to achieve high impact. Each of the above steps is clearly described below. 1) Stewardship Review The Stewardship Review will occur before the grant application is due. This is to ensure that all Stewardship decisions will be finalized and communicated before the grant application deadline. A review of the Stewardship documents will be completed by UWAC staff and volunteers in order to ensure the organization s financial health. Please see the Stewardship Staff Review Form (page 36) for a complete list of items to be reviewed during this process. Please note that if any of the nonshaded areas of the Review Form are marked no, your organization may be removed from the application process and sent notification in October with a detailed explanation of the decision. If one of the shaded areas of the Review Form is marked no, your Stewardship documents will be moved to a volunteer panel of Certified Public Accountants (CPAs) for further review. The volunteer CPAs will then review your entire Stewardship Packet and decide if your organization passes the Stewardship process. If your organization does not pass the Stewardship Review, you will be notified of this decision via correspondence in October and your organization will not be eligible to submit grant applications during the funding cycle. Please note that the Stewardship packet has a separate due date from the grant application. The Stewardship packet (electronic copy via e-cimpact) is due on Monday, September 28, 2015 by 4:00 pm. Please see the Stewardship Checklist (page 38), for a complete list of required documents. 8 of 42 UWAC CIG RFP

9 2) Proposal Compliance Review The yes/no questions listed below will be assessed by UWAC staff in order to ensure proposal compliance. If a proposal receives a no to any of these questions, it may be removed from the process and the applying organization will be notified via in December Was the organization application packet submitted on time? 2. Did the organization submit their annual UWAC outcomes report for FY (if previously funded)? 3. Was the program proposal complete (including all required sections and attachments)? 4. Did the organization pass the Stewardship Review? 3) Vetting Committee Review (As Needed) Once passing the Compliance Review, all proposals will be reviewed and scored by the appropriate UWAC staff using the Proposal Evaluation Tool (page 39). The proposal is divided into three major scored sections which are listed below in Figure 1. Figure 1: Program Proposal Evaluation Scoring Program Narrative 30 points Evaluation Narrative 30 points Proposal Score 70 points Budget 10 points Proposals with scores of 48 or lower (below 70%) may be reviewed by the Vetting Committee. The Vetting Committee consists of both Co-Chairs of each Impact Council within the appropriate Impact Area, the Vice-Chairs of Community Impact and the Senior Director of Community Impact. The Vetting Committee members will review and discuss each low scoring proposal and make a decision on whether to remove it from the funding process or allow it to advance to the Council Proposal Evaluation. If a proposal is removed by the Vetting Committee it will be eliminated from the process and the applying organization will receive detailed feedback explaining the decision via in January of 42 UWAC CIG RFP

10 4) Council Proposal Evaluation Proposals that advance past the Vetting Committee will be reviewed and scored by all members of the relevant CI Council using the Proposal Evaluation Tool. Each Impact Council consists of 8-15 Council volunteers (including both Co-Chairs) and UWAC staff. The proposal will receive a score for each proposal section that reflects the average score from CI Council members. Throughout the review process, Council volunteers are trained to use the Best Investment criteria to make their decisions. When comparing programs in a particular impact area, Best Investment refers to the programs that most clearly demonstrate: ALIGNMENT: Connection between program goals, UWAC CI Council metric(s), and Community Impact Area goal IMPACT: Effectiveness of programming as reflected by evaluation efforts and outcomes RESOURCES: Access to the resources (staff, experience, financial, etc.) to successfully implement the program Community Impact Councils convene to discuss average proposal scores and Best Investment criteria. If a proposal is removed at the Initial Council Meeting, it will be removed from the process and the applying organization will receive detailed feedback explaining the decision via in February Over the course of the CI Council meetings, UWAC staff will capture key questions raised by the CI Council. Such key questions will be communicated to the appropriate program contact person. This will allow program staff the ability to directly respond to key questions raised by the CI Council. 5) Council Funding Recommendation The Community Impact Council convenes at the Final Deliberations Meeting in order to develop funding recommendations for each program under consideration. UWAC staff will present an initial set of funding recommendations that are based on overall application scores. Council volunteers will then discuss the overall application scores and Best Investment criteria, adjust funding levels where necessary, and approve final funding recommendations. 6) Funding Approval The final funding recommendations of each Council (Income, Education, or Health) will be reviewed, possibly modified, and then ratified by the UWAC Board of Directors. The decision of the Board is final. The UWAC Board will approve final funding amounts in March Funding decisions and detailed feedback explaining the funding decisions will be promptly communicated to each organization. 10 of 42 UWAC CIG RFP

11 Changes in Reported Information If reported information changes during the Community Impact Grants Process (after submission of the application but before funding has been awarded), the organization must submit written (preferably via ) notification to UWAC immediately after the organization becomes aware of the change that explains: what the change has been, why the change was made, and what the effect of the change is on the program/proposal. Please direct such communication to the Senior Director, Community Impact (see staff contact list on page 4). If reported information changes after the proposal has been funded (after the grant has been awarded and organization has started to receive funding), the organization must submit notification to UWAC within 30 days after the organization becomes aware of the change that explains: what the change has been, why the change was made, and what the effect of the change is on the program. Please direct such communication to the Senior Director, Community Impact (see staff contact list on page 4). Monitoring All programs that are awarded funding will be required to track and report outcomes results to UWAC every six months. UWAC staff and Council volunteers will utilize the information in the six-month reports to determine whether or not each program is exceeding, meeting, or falling below expectations outlined in the original grant proposal. The Council will annually visit the program on site to learn more about the program s successes, challenges, and reported outcomes. 11 of 42 UWAC CIG RFP

12 e-cimpact ONLINE APPLICATION SYSTEM Community Impact Grant Organization Applications, Program Proposals and Stewardship Packets must be submitted through e-cimpact, an online grant application system. Organizations new to the United Way system must contact Laura Manzo (see staff contact list on page 4) to assist you in creating an e-cimpact account. If there is a discrepancy in language between this RFP and e-cimpact, default to the language used in this RFP. LOGGING INTO e-cimpact Current Program Providers can access their e-cimpact account from the United Way of Amarillo & Canyon webpage: Go to Under Our Impact, click Agency Resources Or you may use this direct link to the Service Provider login screen: SUBMITTING AN ORGANIZATION APPLICATION 1) Login to your e-cimpact account (using your username and password). 2) Submit your annual Stewardship Packet (complete Stewardship forms, attach Stewardship documents, and submit the Stewardship form packet). 3) Complete and submit all Community Impact Grant program proposal(s) (complete grant forms & attachments, and submit the application). More detailed e-cimpact instructions are provided in this RFP (page 31). We have also included a list of Frequently Asked Questions about e-cimpact on page 34. If, after reviewing both of these documents, you still have questions regarding how to navigate e-cimpact, contact Laura Manzo, or laura@unitedwayama.org. Also, always check the Resource Center on the e- CImpact website for more information. 12 of 42 UWAC CIG RFP

13 TIMELINE RFP RELEASE Tuesday, September 8, 2015 STEWARDSHIP & RFP TRAINING Stewardship and RFP Training is optional but highly encouraged. Please bring your own copy of the RFP to the meeting. Wednesday, September 9 4:00pm 5:00pm United Way of Amarillo & Canyon Conference Room 2207 Line Avenue Amarillo, TX STEWARDSHIP DEADLINE Complete Stewardship Packets (online via e-cimpact) must be submitted to UWAC by 4:00 pm on Monday, September 28, PROPOSAL SUBMISSION DEADLINES Complete Application Packets (online via e-cimpact) must be submitted to UWAC by 4:00 pm on Monday, November 23, VOLUNTEER COUNCIL PROCESS Volunteer Impact Councils will conduct monthly site visit meetings throughout the year for currently funded programs, November 2015 through February 2016 for new applicants. The Health Council will hold final deliberation meetings in March. Final approval will occur in March of 42 UWAC CIG RFP

14 FUNDING PERIOD Funding will begin on April 1, 2016 and extend through March 31, The funding award will be formally renewed on an annual basis on April 1, 2017 and April 1, 2018, and is subject to change depending on scheduled allocation, program performance, and the amount of funding available. SUBMISSION COMPLIANCE REQUIREMENTS Failure to comply fully with the following two requirements will result in a proposal being removed from consideration: 1) On-Time 2) Complete ON TIME Stewardship Packet The deadline for receipt of electronic (via e-cimpact) Stewardship Packets is 4:00 p.m., Monday September 28, All submissions are time stamped by the e-cimpact Online Application System. Community Impact Grants The deadline for receipt of electronic submissions (via e-cimpact) of all Complete Organization Application Packets is 4:00 p.m., Monday, November 23, All submissions are time stamped by the e-cimpact Online Application System. COMPLETE A complete STEWARDSHIP PACKET (page 38) will contain the following elements (Remember all attachments must be provided for packet to be complete and submissible): 1) Audit 2) Board Roster 3) Organization Operating Budget 4) Schedule of Financial Documents Letter letter stating year-end, tax return filing, budget finalization and audit dates 5) IRS Determination Letter 6) Management Letter (optional, only if one was received) 7) Tax Return - IRS Form 990/990EZ o NOTE: You MUST SUBMIT an IRS Form 990/990EZ unless your organization is a church or other house of worship, and thus not required by the IRS to file a return. This exemption DOES NOT apply to general faith-based nonprofit service organizations. 8) Unaudited Financials 9) Patriot Act Compliance (completed electronically and submitted via e-cimpact) 10) Disclosure Form (completed electronically and submitted via e-cimpact) 14 of 42 UWAC CIG RFP

15 A complete PROGRAM PROPOSAL will contain the following elements: 1) Program Request Summary Form 2) Program Narrative Form 3) Number of Unduplicated Clients Chart Evaluation Narrative Form 5) Logic Model 6) Program Budget Form 7) Program Budget Narrative 8) Measurement Tool(s) include a copy of each measurement tool (and scoring key, if applicable) in each program proposal copy. Measurement tool documents must be scanned and attached. UWAC encourages you to save each of your Organization Applications for your records. Please print the exact versions of the documents that you submitted/uploaded through the e-cimpact System. ALLOCATION ACCEPTANCE If the proposal is selected for United Way Allocations either partially or fully the Program Provider will receive the following documents: Allocation Letter Program Provider Contract By executing the Program Provider Contract, the Program Provider accepts all United Way allocations as awarded in the United Way Allocation Letter. In order for the Program Provider to receive the awarded funds, the Program Provider must agree to all United Way requirements for the accepted United Way funding, as outlined in the Program Provider Contract. The Contract must be signed and dated by both the Program Provider's President/CEO and Board Chair. In the following situations, a letter must be submitted to United Way outlining the reasons for changes or declined funding: 1. If any program requires material changes as a result of the level of funding awarded. Changes to the program and continued funding of the program are subject to the approval of the UWAC Impact Council and Governing Board. 2. If the Program Provider elects to decline funding for a program. Letters communicating material changes or declined funding should be addressed to: Susan Barros United Way of Amarillo & Canyon 2207 Line Ave. Amarillo, TX of 42 UWAC CIG RFP

16 COMMUNITY IMPACT GRANT APPLICATION Below are directions on how to complete each section of the application. This document cannot be submitted as your official Grant Application. All Grant Applications must be submitted online via e- CImpact. NOTE: Microsoft Word character counts are not equal to e-cimpact character counts. If copying and pasting content into e-cimpact, double-check for errors that may arise from this discrepancy, or type all final content directly into e-cimpact. APPROVAL & e-signature FORM: COMMUNITY IMPACT GRANTS An e-signature is required from the organization President/CEO and Board Chair verifying that they have reviewed and approved the entire Organization Application Packet, including all program proposals, before submission to United Way. 16 of 42 UWAC CIG RFP

17 ORGANIZATION INFORMATION You will need the following information to complete this form in e-cimpact. Please reference the proposed program being submitted for funding only. This form will need to be completed for each program being submitted for funding. All blanks must be filled in. Do not answer with not applicable unless question specifies if applicable. If a question is not applicable to the proposed program, please explain why. Each of the following questions is allotted 150 characters unless otherwise indicated. 1. Organization Contact Information Legal Name of Organization: Doing Business As (if applicable): Mailing Address City State Zip Code Phone Fax Number EIN Organization Website: Did this organization run a United Way campaign during the funding year? Yes No 2. Program Contact Information Please enter the contact information for the person who will be responsible for handling all communication specific to this particular program proposal. This person cannot be the same as the Board Chair. Salutation: Title: First Name: Last Name: Phone: (Mr./Ms./Mrs./Dr.) 17 of 42 UWAC CIG RFP

18 3. Organizational Mission Type of organization: Please indicate what type of organization this is (i.e. human service provider, chamber of commerce, university, church, etc.) Organizational Mission Statement (500 Characters): PROGRAM REQUEST SUMMARY FORM 1. Program Name: Please indicate the name of the proposed program being submitted for funding. 2. Number of years the proposed program has been in operation: 3. Impact Area Goal: Choose an item. 4. Select the Impact Area (page 5) that the proposed program is being submitted under and will be addressing a Strategy within. 5. Strategy Area: Choose an item. Select the Strategy Area (page 5) that the proposed program is addressing. The Strategy Area must align with the Impact Area selected. 6. Metric(s) Addressing (600 Characters): Please list which metric(s) (page 5) align(s) with the outcomes of the proposed program. The metric(s) selected must align with the Strategy selected. 7. Request Amount: Please indicate the annual dollar amount being requested to fund the proposed program for each of the next three funding years. Do NOT include a combined three-year funding request. There is no minimum or maximum request amount. Please round to the nearer whole dollar. 8. Program Summary (500 Characters): Please share the goal of the proposed program and include a brief list of key program activities and outcomes. 9. What is the Geographic Area Served? (300 Characters): Please indicate the geographic area served specific to the proposed program. Include all locations where the program will be available/offered. 18 of 42 UWAC CIG RFP

19 10. What is the Target Population? (300 Characters): Please provide a brief summary of the target population served by the proposed program. PROGRAM NARRATIVE FORM Complete this form with reference to the proposed program being submitted for funding. This form will need to be completed for each program being submitted for funding. All blanks must be filled in. Do not answer with not applicable unless question specifies if applicable. If a question is not applicable to the proposed program, please explain why. 1. Key Program Staff Describe the key individuals who are involved in the operation of the proposed program as well as volunteer activity (4,000 Characters): a) Please include all employees and volunteers that directly oversee, manage, and/or implement the proposed program. The description of a key individual should include the person s name, title, background and responsibilities. b) If you plan to hire any additional staff that will be involved with the proposed program, please describe the qualifications required. c) Briefly explain how volunteers are used in the program, and list the number of volunteers and total volunteer hours utilized. If volunteers are not used, please briefly explain why this is the case. Rationale: Successful programs depend on qualified staff members and/or strong volunteer networks. Highlighting the collective experience of staff and the use of volunteers helps illustrate the capacity of the program to provide high quality services that are relevant, current with industry best practices and able to adapt as new information becomes available. 2. Program Plan Provide the plan for the proposed program. Be sure to provide a response to each question. Provide the plan for the proposed program (2,000 Characters). a) Detailed Description of Primary Program Activities (2,000 characters) Primary program activities refer to essential tasks, projects or services that directly impact program goals and outcomes. Please describe each primary activity in detail and explain how the activities are accessed by clients; a reader with no previous knowledge of the program should be able to understand how the primary activities function and interact. If applicable, include how many days and hours or units of service are delivered through the primary activities. 19 of 42 UWAC CIG RFP

20 b) Brief Description of Secondary Program Activities (2,000 characters) Secondary program activities refer to tasks, projects or services that provide important program support but do not directly impact program outcomes. Please describe each secondary activity briefly and explain why such activities contribute to the program s success. c) Timeline (2,000 characters) Indicate the duration of the program from the perspective of the client and list specific dates that are associated with key activities such as enrollment, graduation/completion, volunteer recruitment, advocacy efforts, or other important activities. If the program is planning for significant expansion during the grant period, provide details and list key dates for the expansion plan. d) Approach to Service Delivery (2,000 characters) Provide a detailed explanation for the program s approach to service delivery. Please explain how research-based strategies, best practices or model programs support your approach. If the program is not informed by research, best-practices or model programs, explain why this is the case. Research should be less than ten years old and should be properly cited. e) Community Demand (2,000 characters) Briefly describe the existing demand for program services in the geographical area served by the program. Incorporate current statistics, trends, studies and/or data where possible. Rationale: This question provides the opportunity to present a thorough description of the specific program for which funding is being requested. Being able to answer all of the topics outlined in the question demonstrates a well-conceived program that addresses a clearly defined issue. 3. Collaborative Efforts Describe the collaborative efforts utilized by the proposed program (2,000 Characters): Rationale: Successful programs typically utilize collaborative networks. Regardless of form partnerships, collaboration, cooperation, or coordination these relationships, or strategic alliances, can serve a variety of purposes, including resource sharing, policy influence, and improved operational efficiency. 20 of 42 UWAC CIG RFP

21 NUMBER OF UNDUPLICATED CLIENTS Complete this form with reference to the proposed program being submitted for funding only. This form will need to be completed for each program being submitted for funding. For the purposes of this proposal, a client is the actual person being served by program activities and included in the program outcomes (i.e. the child in the afterschool program or child care program, not the parents). Be sure numbers are of individual clients and are not duplicative. Include all program clients, not just those funded by UWAC. If you are not collecting the information asked for, please fill in numbers as unknown. Make sure that the values in each of the five Total sections are equal within each of the funding year columns. Category Actual Previous Year 4/1/14-3/31/15 Estimated Current Year 4/1/15-3/31/16 Proposed Year 1 4/1/16-3/31/17 Proposed Year 2 4/1/17-3/31/18 Proposed Year 3 4/1/18-3/31/19 1. Gender 2. Ages of Clients 3. Race/Ethnicity Male Female Gender Unknown Total Gender Ages Birth-5 Ages 6-12 Ages Ages Ages Ages Ages Ages 65+ Age Unknown Total Age African American/Black Asian/Pacific American Caucasian Hispanic/Latino Native American Other Race/Ethnicity Unknown Total Race/Ethnicity 21 of 42 UWAC CIG RFP

22 Category 4. City of Residence Amarillo Canyon Total Residence Actual Previous Year Estimated Current Year Proposed Year 1 Proposed Year 2 Proposed Year 3 Extremely Low Low Moderate 5. Household Income Level Above Low-Moderate Income Unknown Total Income Family Income Limits as established by The Department of Housing & Urban Development for the Amarillo MSA Effective: March 6, 2015 FY 2015 Median Family Income (MFI): $59,400 (HUD Estimate) Extremely Low Income Low Income Moderate Income Number in Extremely Low Extremely Low Low Low Moderate Family Yearly Monthly Yearly Monthly Yearly 1 $12,700 $1,058 $21,150 $1,763 $33,800 $2,817 2 $15,930 $1,328 $24,150 $2,013 $38,600 $3,217 3 $20,090 $1,674 $27,150 $2,263 $43,450 $3,621 4 $24,250 $2,021 $30,150 $2,513 $48,250 $4,021 5 $28,410 $2,368 $32,600 $2,717 $52,150 $4,346 6 $32,570 $2,714 $35,000 $2,917 $56,000 $4,667 7 $36,730 $3,061 $37,400 $3,117 $59,850 $4,988 8 Plus $39,800 $3,317 $39,800 $3,317 $63,700 $5,308 Moderate Monthly 22 of 42 UWAC CIG RFP

23 EVALUATION NARRATIVE FORM Complete this form with reference to the proposed program being submitted for funding. This form will need to be completed for each program being submitted for funding. All blanks must be filled in. Do not answer with not applicable unless question specifies if applicable. If a question is not applicable to the proposed program, please explain why. 1. Outcomes a. What are the outcomes that will be reported to United Way for Year 1 of the proposed program (1,000 Characters)? b. What are the outcomes that will be reported to United Way for Year 2 of the proposed program (1,000 Characters)? c. What are the outcomes that will be reported to United Way for Year 3 of the proposed program (1,000 Characters)? For each outcome listed please state the percent and number of clients that will improve/change/modify their behavior or knowledge and by what percentage. These must match the outcomes stated in your logic model for each year of the funding cycle. Most outcomes will be stated in this format: X% (number the % represents) of clients will improve by X% or achieve X in a specific time frame. o Example 1: 70% (175) of students will show a 10-point increase in at least one core subject area between the first semester report card and the final school year report card. o Example 2: 70% (300) of clients who create a household budget will show a 10% increase in savings after 90 days. Please note the following: Depending on the structure of your program, each outcome presented in 1(a-c) must either: o Track the progress of the same clients across a two or three-year time span o Track the progress of a different group of clients each year d. Describe how the organization measures impact for each of the proposed outcomes listed above (4,000 Characters). For each outcome listed above, and also presented in the Logic Model, please address the following criteria: o Who is responsible for measuring the outcome? o What tool(s) is used to measure the outcome? o When is the outcome measured? o Why is the outcome measured in the manner presented? 23 of 42 UWAC CIG RFP

24 Please note the following: Make sure that the tools and methods used will be able to measure the achievement of the outcomes presented in 1a-c. Make sure that the outcomes listed in 1a-c are also listed in the appropriate columns of the Logic Model. There should be no new information presented in the Logic Model that s not first presented in either the Program or Evaluation Narratives. If the tool(s) used has evidence based research to support its use, please provide the citation and supporting research. Upload your measurement tool(s) to e-cimpact and label clearly. 2. Historical Results Summarize historical evaluation results or findings that demonstrate the program s impact. Indicate the time frame for the results or findings (3,000 Characters). Summarize the evaluation results for the program for which the organization is requesting funds. Be sure to include the time frame covered by the evaluation results. For programs awarded funding in previous CIG processes, final results for the year and progress-to-date on outcomes must be presented. For programs that are not brand new, but have not received funding through the CIG process before, please include three years of historical results. For a brand new program, the answer to this question should incorporate any justification or model program for beginning the program. Do not be afraid to share disappointing results. The key is what the organization learns from experience and how it adjusts program practices in light of the results. Since nonprofits are addressing very complex social issues, it is a real sign of strength to have uncovered an area of opportunity to improve a program approach. Deliberately working to address those flaws can lead to improved outcomes in the future. Rationale: The strongest nonprofits evaluate their work, analyze and understand the results, and implement modifications to improve programming. UWAC wants to work with the best programs that make the most impact in order to improve lives in our communities. In order to do this, UWAC must fund programs that achieve measureable impact in our strategy and goal areas. 24 of 42 UWAC CIG RFP

25 LOGIC MODEL A logic model serves as a visual summary of the proposed program, and should make it clear how various resources and activities lead to successful client outcomes that align with United Way s Community Impact goals. The logic model should not exceed one page. It is, therefore, important to keep each item in each section as brief as possible. It is not necessary to use complete sentences or provide descriptions. All items listed in the logic model should be supported in more detail in other areas of the proposal. The specific expectations for each logic model section are described below. Resources Provide a list of all resources that the program needs in order to provide the key program activities. The term resources should be interpreted broadly, and can include staff teams, financial resources, expertise, key collaborations, instructional materials, etc. Activities Provide a list of program activities that directly impact program goals and outcomes. The term activities should be interpreted broadly, and can include key processes, projects, services, courses, interventions, or anything else that clients do in the program. Activities listed should clearly benefit from resources listed in the previous section. Only include activities that are described in 2a/2b of the Program Narrative Form. Outputs Outputs are the direct numerical results of the program activities. Examples of outputs include the number of clients who complete each activity or the total number of hours provided during one of the program activities. Each output listed should relate to an activity listed in the previous section. Outcomes o o Year 1 Outcomes Year 1 Outcomes are the specific, measurable, action-oriented, realistic and timed changes in a client s behavior, knowledge, or skills that will be tracked and reported to United Way during the first year of funding (April 1, 2016 March 31, 2017). Only include outcomes that are also listed in 1a of the Evaluation Narrative. Year 2 Outcomes Year 2 Outcomes are the specific, measurable, action-oriented, realistic and timed changes in a client s behavior, knowledge, or skills that will be tracked and reported to United Way during the second year of funding (April 1, 2017 March 31, 2018). Only include outcomes that are also listed in 1b of the Evaluation Narrative. 25 of 42 UWAC CIG RFP

26 o Year 3 Outcomes Year 3 Outcomes are the specific, measurable, action-oriented, realistic and timed changes in a client s behavior, knowledge, or skills that will be tracked and reported to United Way during the third year of funding (April 1, 2018 March 31, 2019). Only include outcomes that are also listed in 1c of the Evaluation Narrative. Metric, Strategy and Impact Area Goal The Metric(s), Strategy, and Impact Area Goal listed in the Logic Model should be the same as the Metric(s), Strategy and Impact Area Goal listed in the Program Summary. Entering the Logic Model on e-cimpact Please utilize the following steps when creating the logic model. Refer to the above section for detailed information for each area of the logic model. a. Select the Impact Area Goal from the drop down box under which the proposed program is applying (Education, Income or Health). The Impact Area Goal selected should be the same as the Impact Area Goal selected in 3 of the Program Summary. (Only one selection/goal for Income) b. Create New Section Select Resources from the drop down box. 1. On next screen under Add New Resources, please list the resources needed in order to accomplish your activities. c. Create New Section Select Activities from the drop down box. 1. On next screen under Add New Activities, please list the activities that are important for program implementation. d. Create New Section Select Outputs from the drop down box. 1. On next screen under Add New Outputs, list all relevant program outputs. (# clients served, # units provided). e. Create New Section Select Year 1 Outcomes from the drop down box. 1. On next screen under Add New Year 1 Outcomes, list each Year 1 outcome that is also listed in 1a of the Evaluation Narrative. f. Create New Section Select Year 2 Outcomes from the drop down box. 1. On next screen under Add New Year 2 Outcomes, list each Year 2 outcome that is also listed in 1b of the Evaluation Narrative. 26 of 42 UWAC CIG RFP

27 g. Create New Section Select Year 3 Outcomes from the drop down box. 1. On next screen under Add New Year 3 Outcomes, list each Year 3 outcome that is also listed in 1c of the Evaluation Narrative. h. Create New Section Select Community Strategy and Metrics from the drop down box. 1. On next screen, select the United Way Strategy that the proposed program is addressing. The Strategy listed should be the same as the Strategy selected in 4 of the Program Summary. 2. Please list which metric(s) align(s) with the outcomes of the proposed program. The metric(s) listed should be the same as the metric(s) listed in 5 of the Program Summary. Reviewing the Logic Model Once each of the above sections is completed, it is helpful to read through the logic model in order to identify any potential gaps. A Logic Model Sample is included on page 42 as a point of reference. When reviewing, pay attention to the following questions: 1. Consistency: Is the information listed in each section supported in detail in other narrative sections of the proposal? 2. Logical Flow: Does each section flow clearly into the next section (ex: do the activities clearly make use of the resources )? 3. Content: Is the Logic Model missing any key information? Does the Logic Model include information that is not important? Does the Logic Model contain information that is not in the narrative portion of the proposal? 4. Length: Does the Logic Model fit onto a single page when printed in landscape diagram mode on e-cimpact? (see page 33 for printing instructions) PROGRAM BUDGET FORM Complete this form with reference to the proposed program being submitted for funding. This form will need to be completed for each program being submitted for funding. Complete Program Budget Form in e-cimpact. Each revenue and expense figure included below should be specific to the proposed program. Shaded areas will be automatically calculated. 27 of 42 UWAC CIG RFP

28 1. United Way Request as a Percent of Total Expenses Budget Amounts Amount Requested from UWAC ** Total Program Expense Percent 2. Program Revenue Government Grants Foundations Corporations United Way of Amarillo & Canyon Community Impact Grant United Way of Amarillo & Canyon Designations Individual Contributions Fundraising Events or Products Government Contracts Fee for Service/Earned Income Other* Total Actual Funding Previous Year Estimated Funding Current Year Projected Funding Year 1 Projected Funding Year 2 Projected Funding Year 3 * In order to enter data into Other in e-cimpact, click on the word Other, which will open up a new page where you can itemize your Other category. Click on Add New Item, if more than two lines are needed. Be sure to label what the other category is. ** The amount requested from UWAC represents the annual dollar amount being requested to fund the proposed program for each of the next three funding years. 28 of 42 UWAC CIG RFP

29 3. Program Expenses Salary & Wages Benefits & Payroll Taxes Consultant/Professional Fees Office Supplies/Materials Rent/Occupancy Utilities Marketing Other* Total Actual Funding Previous Year Estimated Funding Current Year Projected Funding Year 1 Projected Funding Year 2 Projected Funding Year 3 UW Request Funding Year Program Costs/Expenses Actual Funding Previous Year Total Program Expenses Total Unduplicated Clients Average Cost per Client Estimated Funding Current Year Projected Funding Year 1 Projected Funding Year 2 Projected Funding Year 3 * In order to enter data into other in e-cimpact, click on the word Other, this will open up a new page in which you can itemize your other category. Click on Add New Item, if more than two lines are needed. Be sure to label what the other category is. PROGRAM BUDGET NARRATIVE Complete this form with reference to the proposed program being submitted for funding. This form will need to be completed for each program being submitted for funding. All blanks must be filled in. Do not answer with not applicable unless question specifies if applicable. If a question is not applicable to the proposed program, please explain why. 1. Program Budget Narrative (2,000 Characters): Please explain any significant budget variances as well as areas of the budget that may require additional explanation. The response must also indicate if UWAC funds will be used as a match grant. 29 of 42 UWAC CIG RFP