United Way of Northeast Florida

Notice of Funding Opportunity Basic Needs This Notice of Funding Opportunity (NOFO) is for social-service nonprofits interested in partnering with United Way to provide Basic Needs to Northeast Florida citizens. Key Dates: Letter of Intent due: June 2, 2017 Invitation to apply for funds: June 30, 2017 Full application due: Aug. 11, 2017

Table of Contents Executive Summary...3 United Way s Basic Needs Strategy...6 Agency Eligibility...8 Agency Prequalification Checklist: Basic Needs... 10 General Information for Basic Needs Funding... 12 Funding Criteria... 13 Mandatory Results-Based Accountability Measurements... 15 Basic Needs Funding Timeline... 16 Frequently Asked Questions... 17 Data Resources...20 2

Community Impact Executive Summary We have a lot to be proud of in our community. complex and must be addressed holistically Our nonprofit and corporate sectors seek every and collectively. opportunity to collaborate and develop new ways to improve Northeast Florida. Community leaders step United Way invests more than $16 million into the up as the voice of change and advocate for progress. community each year. On the following pages is a Individuals transform our neighborhoods through breakdown of that investment. Across the national thousands of community service projects annually. United Way network, a traditional role is to distribute But in terms of opportunities for people to move up funds via a strategic investment process; a majority of the income ladder, much improvement is needed. s investments in the community still use this model. The factors that prevent children and families from experiencing safe, stable and successful lives are 3

United Way has provided funding in the following areas: Youth Success - 33% Too many of our children and youth face challenges that set them back for life: poor preparation for school, stressful home environments and overwhelmed parents, to name a few. United Way strategies give these children a second chance through a continuum of services to address these challenges. Success By 6 United Way s Success By 6, a partnership between United Way and the Early Learning Coalition of Duval and the Early Learning Coalition of North Florida, provides 2-year scholarships to working families with three year old children. In order to access high quality early education the children attend 5 star-rated centers and receive two years of full-day education and care. In 2016/2017 we partnered with 23 early education providers in four counties. Achievers For Life United Way s Achievers for Life (AFL) is a dropout prevention initiative focused on middle school students who are at-risk for academic failure. Dropping out is a gradual process with signs appearing as early as middle school. AFL matches the right students with the right interventions. The initiative also addresses the challenges associated with keeping students on track for high school graduation through the use of the Early Warning and Response System (EWRS) created by Dr. Robert Balfanz of John s Hopkins University. The EWRS focuses on the ABC s of education: Attendance, Behavior, and Core Course grades. Financial Stability - 33% Increasing income, building savings, and gaining and sustaining assets are the basics to building a better future. United Way and its partners offer a range of services to help families move toward financial security and ultimately upward economic mobility. United Way is a lead partner in the Network For Southern Economic Mobility. This MDC-founded support network of four Southern cities is designed to deepen, accelerate and align strategic investments for systemic change in eliminating barriers to economic success for youth. RealSense United Way s RealSense initiative is a community coalition of companies, agencies, government, educational, nonprofits and other organizations. Strengthening the financial stability of Northeast Florida residents for 14 years, RealSense provides free financial education, counseling and tax preparation services to help people save money and build assets. 4

Health - 25% Health is a basic need that affects every aspect of a person s daily life. Good mental and physical health allows children to learn better and adults be independent and productive citizens. Full Service Schools Full Service Schools of Jacksonville is a collaborative approach to meet therapeutic, health and social-service needs of at-risk students and families in Duval County. Led by United Way, these eight school-based neighborhood centers bring together community resources, neighbors and schools to promote the health and wellbeing of students, their families and neighborhood residents. Information and Referral - 9% United Way 2-1-1 Persons living in a nine-county region of Northeast Florida can dial 2-1-1, an easy-to-remember, three-digit telephone number. United Way 2-1-1 connects callers to free information and referrals to health, social and human services. Counties covered are Duval, St. Johns, Clay, Baker, Nassau, Columbia, Suwannee, Hamilton and Putnam. United Way 2-1-1 partners include, United Way of St. Johns County, United Way of Suwannee Valley, City of Jacksonville and the Department of Housing and Urban Development (HUD). Help Me Grow Help Me Grow is a resource for parents and caregivers of children birth through age 8. The resource is designed to connect families to information about child development and community resources. It helps close the gap between the needs and available services for families by providing developmental screenings, referrals and carecoordination services. Any parent or community partner is welcome to dial 2-1-1 and ask for Help Me Grow. 2-1-1 staff answer questions about a child s development, behavior, health and learning. United Way s Strategic Framework United Way envisions a community of opportunity where everyone has hope and can reach their full potential. Our mission is to solve our community s toughest challenges by connecting people, resources and ideas. United Way works to: Develop integrated solutions that improve lives and communities. Focus on what s most needed and what works locally. Get leaders and organizations from all sectors to work together. Invite thousands of people to be part of the change and amplify the impact. Solve problems no one organization can solve alone. Our strategic priorities over the coming years are to: Ensure basic needs are met for all throughout the region. Produce clear and meaningful results in areas of youth success, financial stability and health. Invest in historically challenged neighborhoods connecting efforts to impact generational poverty. 5

United Way s Basic Needs Strategy The Basic Needs strategy will provide funding for services delivered in Duval, Nassau, Clay, Baker and Northern St. Johns counties and will include: Programs that provide temporary food assistance, emergency shelter, utility assistance, emergency financial assistance, clothing and disaster response services to individuals in an immediate crisis situation. Programs that provide legal assistance and emotional support to individuals in a unique situation such as a medical crisis or domestic violence. Funding Purpose and Structure The purpose of this NOFO is to communicate each aspect of United Way s Basic Needs funding process and encourage agencies doing outstanding work in Basic Needs to apply. Basic Needs agencies are allowed to pursue additional funding in the Priority Goals (youth success, health, financial stability) in fall 2017 and Priority Neighborhoods to be determined in 2019. In prior years, the Basic Needs funding was part of the education, income and health funding areas, and it s now prioritized as a separate funding opportunity. Programs that provide health screenings, assistance for persons with disabilities and/or developmental delays, and senior programs promoting independence and healthy lifestyles. 6

Basic Needs Eligibility and Focus Areas Basic Needs grants are a separate funding opportunity within United Way s Community Impact department. Agencies interested in applying for funds in one or more of the Basic Needs areas must use this funding proposal and must offer services that align with at least one of the following funding areas: 1. Disaster Response: Programs that help individuals prepare for, protect against, respond to and recover from natural disasters such as hurricanes, tornados, floods, fires, acts of nature and acts of terrorism. 2. Emergency Assistance: Programs that help individuals manage a crisis situation by providing emergency materials or financial assistance. 3. Food: Programs that help individuals access nutritious food and avoid hunger. 4. Housing/Shelter: Programs that provide safe shelter and/or housing opportunities for individuals who would otherwise be homeless. 5. Domestic Violence: Programs that provide safe shelter and counseling services for victims of domestic violence. 7. Health and Education Screenings/Assessments: Programs that provide health or education screenings/assessments for children, youth or adults that connect to ongoing care services. 8. Disabilities and/or Developmental Delays: Programs that provide assistance and support to children and/or adults with either physical or intellectual disabilities. 9. Life Act 2 Services: Programs that provide assistance and support to senior adults allowing them to live healthy, independent lives. Successful programs in the Basic Needs area will: Demonstrate a clear connection to at least one of the Basic Needs focus areas. Clearly track client progress and/or services. Collaborate with other programs and service providers to help clients become self-sufficient. Serve in at least one of the United Way service counties. 6. Legal Assistance: Programs that provide legal aid to individuals in unique situations such as domestic violence or medical crisis. 7

Agency Eligibility is interested in partnering with the most efficient, effective and innovative service providers in Duval, Nassau, Baker, Northern St. Johns and Clay counties. Any organization seeking United Way funding must demonstrate the ability to operate programs in a manner consistent with the highest standards of quality, which shall include compliance with United Way management and financial requirements. All agencies seeking United Way funding must submit online a Letter of Intent (LOI) on agency letterhead; acknowledgement of Agency Prequalification Checklist; and submit agency financials as outlined in the Prequalification Checklist if you are seeking first-time funding from United Way. Current agency partners should have already submitted their financials. A copy of the checklist is included in this packet on pages 10 and 11. The LOI, Agency Prequalification Checklist acknowledgement and financials must be completed and submitted through United Way s website: unitedwaynefl.org/funding If an agency is seeking funding for multiple programs within the Basic Needs focus areas, they must submit a separate LOI for each program. The LOI must be on agency letterhead and contain: A brief agency history. A description of the program for which the agency is seeking funding. The amount of funding being requested. By signing and submitting the LOI, the agency is affirming all information in the Prequalification Checklist and agency financials are true and available for inspection and audit upon written request. The LOI must be signed by both the agency top executive and its Board of Directors chairman. Each agency that submits an LOI and supporting documents to United Way will be reviewed and notified as to their prequalification status. Agencies will be notified by email on or around June 30, 2017. Agencies that meet prequalification standards will be contacted by United Way and might be required to schedule a site visit. The site visit will focus on a review of the agency operations, programs and financials conducted by United Way s Community Impact volunteers and staff. LOI, Prequalification Checklist acknowledgement and financials are due online no later than 5 p.m. Friday, June 2, 2017. 8

Expectations of Agencies Agencies that receive funding from United Way must agree to the following: Submit the following document for each funded program: a. Mid-Year Report: A mid-year report no later than July 15 of the contract year submitted online via e-cimpact or as directed by United Way. b. End-of-Year Report: An end-of-year report no later than Jan. 15 of the contract year submitted online via e-cimpact or as directed by United Way. Advise United Way of any fiscal or programmatic issues arising during the year that are, or have the potential of, negatively impacting the delivery of the contracted services. Support the partnership with United Way through the following: a. Comply with the United Way Agency Directors Association s (UWADA) ethics policy to promote the Community Impact Fund. b. Place United Way s logo on all agency stationary, pamphlets, signage and website. c. Actively support the Community Impact Fund by participating in an annual United Way fundraising campaign. United Way will provide training, materials and support to conduct an effective campaign. d. If requested, support United Way s campaign by attending Speakers Bureau training and responding to calls for speakers when available. Comply with all rules and laws that apply to background screening of employees and volunteers involved in direct client contact. Hold harmless, indemnify and defend United Way of Northeast Florida, its directors, officers, employees, representatives and agents against any claim, action, loss, damage, injury (including death) or property damage. This includes destruction arising out of or in connection with any negligent act or omission of the provider or any agents, employees, or its assigns in providing the services called for herein in the performance of the work. 9

Agency Prequalification Checklist: Basic Needs Agency is registered and in good standing as a notfor-profit corporation in the State of Florida. If required by Internal Revenue Service (IRS) regulations, agency has filed a Form 990 for the most recent fiscal year. The agency is willing to submit required financial statements and documents (listed below) for the most recently completed fiscal year as a part of the prequalification process. All financial statements must be prepared on an accrual basis according to the generally accepted accounting principles (GAAP) of the American Institute of Certified Public Accountants (AICPA) for nonprofit organizations. Financial statement requirements are based on agency/organization total revenue as follows: Agency revenue of $500,000 and above must submit: Most recent Form 990 A management letter, if applicable An audit conducted by an independent Certified Public Accountant (CPA) according to generally accepted accounting principles (GAAP), which includes an opinion regarding the accuracy of the agency s financial reports. Complete at unitedwaynefl.org/funding Agency revenue of $250,000 to $499,999 must submit: Most recent Form 990, if applicable An independent financial review: a management inquiry conducted by an independent CPA firm according to generally accepted accounting principles (GAAP) Agency revenue less than $250,000 must submit: Most recent Form 990, if applicable Financial statements (i.e. balance sheet, profit and loss statement for the most recently completed year) A management certification or compilation Agencies who have not recently received United Way Community Impact funding through the grant application process must submit the following: Three years of profit and loss statements Two years of agency balance sheets The agency is in compliance with the Uniting and Strengthening America by Providing Appropriate Tools Required to Intercept and Obstruct Terrorism Act of 2001 (USA PATRIOT Act) and other counterterrorism laws. The agency has an equal opportunity and affirmative action policy or a policy on diversity for its staff, governing body, committees, volunteers and services delivered. 10

The agency provides services to persons residing in at least one county in the Northeast Florida area (Duval, Nassau, Baker, Clay or Northern St. Johns). The agency has appropriate insurance coverage and can provide certificate of insurance upon request. The agency has a clearly stated mission. Agency has a permit to solicit funds from the City of Jacksonville s Office of Consumer Affairs and/or the Florida Department of Agriculture and Consumer Services. The agency has outlined its goals in a written strategic plan or is currently working to complete a strategic plan. Board of Directors Requirements: The agency s board maintains written bylaws. The organization s board has a limited tenure with a rotation plan of board members and elected officers. The agency s board meets at least four times a year, operates with a quorum and records minutes of all meetings. The agency s board controls the fiscal affairs of the organization, including the development and adoption of an annual budget. The agency s board is responsible for the employment and ongoing performance evaluation (at least annually) of the agency s top executive. The agency has written personnel policies approved by its governing body/board of directors, and the policies are available to staff. The agency has secured certification or accreditation through a local, state or national affiliate where applicable. The agency s facilities meet minimum health, fire and safety codes and present no architectural barriers to potential clients (seeks to comply with the Americans with Disabilities Act of 1990). Complete at unitedwaynefl.org/funding 11

General Information for Basic Needs Funding 1. will provide a two-year commitment for Basic Needs program funding. The funding agreement is contingent upon the financial success of the United Way annual fundraising campaign as well as continued provider and program performance. 2. United Way Basic Needs funding year is Jan. 1 to Dec. 31. Contracts may be extended at the discretion of United Way. 3. Only programs aligned with United Way Basic Needs strategy will be eligible for Basic Needs funding. 4. United Way has established a Basic Needs evaluation team. The evaluation team will be comprised of United Way community volunteers. They are responsible for completing the funding request review and providing funding recommendations to the United Way s Community Impact Council and United Way s Board of Directors. The evaluation team will use the funding criteria and scoring rubric (page 13, page 14 and Attachment A) as its guide for the evaluation process. 5. Do not attach any additional information to funding request submissions. Attach only the documents and forms required. 6. LOIs are due June 2, 2017, through online submission at unitedwaynefl.org/funding. Funding applications (if invited to participate) are due no later than 5 p.m. Friday, Aug. 11, 2017. 7. Any LOI or application submitted after the deadline will be ineligible for funding. 8. All agencies invited to submit a full application must attend a mandatory application workshop to be eligible for United Way funding. Listed below are dates and times of mandatory trainings. Agencies are required to select one of these times and can send multiple staff persons, if desired. An email with registration instructions will be sent to all agencies completing a full application. Application Workshops (must attend one session) Location: Jessie Ball dupont Center 40 E. Adams St., Jacksonville, FL 32202 July 6, 2017 9-10:30 a.m. July 11, 2017 3-4:30 p.m. July 13, 2017 9-10:30 a.m. By accepting funding from United Way, an agency is agreeing to abide by expectations and obligations as outlined in Expectations of Community Partner Agencies on page 9. 12

Funding Criteria United Way provides program Basic Needs funding to agencies to support programs that demonstrate the ability to address directly one or more of the Basic Needs focus areas. Each agency submitting an application for funding will be required to track and report results using the applicable Results Based Accountability (RBA) framework. Applicants should review the RBA framework and identify the primary strategy with which the proposed program aligns. Award Type and Amount: United Way will not provide financial support more than 25 percent of a program s operating budget. Awards made under this announcement are subject to the availability of United Way campaign funds each year. The award average has been approximately $110,000. Agencies must make a minimum request of $25,000. Period of Performance: The period of performance is two years with the possibility of extension at the discretion of United Way. Evaluation: Agencies will be evaluated by United Way volunteers using the criteria outlined on the following pages. 1. Agency History and Information (15 points maximum) a. Has a history of delivery of Basic Needs services as identified in the Basic Needs description. b. Has identified agency milestones and accomplishments. c. Demonstrates stable and effective organizational oversight. d. Has a clear mission and vision statement that support its work in Basic Needs. e. Maintains, or is in the process of creating, a strategic and operational plan. 2. Program Information (30 points maximum): a. Aligns with at least one of the Basic Needs strategic focus areas. b. Demonstrates the ability and experience to directly benefit the community by addressing identified community needs and target populations. c. Clearly describes and thoroughly documents community conditions using appropriate data. d. Clearly identifies its target population and the services provided to them. e. Leverages existing community resources and volunteers as appropriate. 13

f. Reflects diversity of the community in its volunteers, clients and staff. g. Engages in collaborative activities in which multiple organizations or groups identify a common mission and work together to achieve that mission through shared resources and shared accountability. h. Is able to document formal collaborations (such as Memoranda of Agreement) with collaborative partners and involvement or role each partner has in the proposed project/program efforts. i. Employs documented, evidence- based best practices. 3. Agency and Program Finances and Agency Capacity (25 points maximum) Scored by Volunteer Accounting Committee a. Demonstrates the agency s capability to operate a Basic Needs program: (1) financial and budgeting standards; and (2) program client recordkeeping for the purposes of planning, reporting and evaluation. Has a clear and understandable accounting system that meets current accounting industry standards as well as accounting procedures, budgets and financial audits that meet acceptable criteria. b. Demonstrates diversified funding streams and a plan for program sustainability. c. Has adequate staffing structure to operate proposed program, including trained staff members with the education and experience to be successful. d. Requests realistic funding amount to achieve stated program goals and objectives. e. Carries appropriate and adequate insurance coverage. 4. Data Measurement (30 points maximum) a. Has client-level tracking, data collection, analysis and program evaluation procedures in place or demonstrates they will be in place prior to program implementation and funding. b. Shows a commitment to and understanding of the high value United Way places on the capability of programs to measure, report on and achieve standard outcomes. c. Has at least a three-year program history of demonstrating results to stakeholders that address identified community needs and target population. d. Provides examples of using data and program evaluation results for self- assessment and program improvement. e. Has achievable projections (predefined by RBA framework) consistent with the program narrative and design. These criteria will be assessed using a scorecard to assist volunteers in their evaluation of funding requests. See Attachment A. 14

Mandatory Results-Based Accountability Measurements Agencies seeking funding in Basic Needs must measure and provide data using the RBA measurement tool below. Agencies must select at least one How much did we do? and one How well did we do it? measure. Additional measures and the choice of Is anyone better off? are optional but encouraged. Measurement Tool: Providing Basic Needs Connect individuals and/or families to services including but not limited to: Temporary food assistance; emergency shelter; clothing; legal assistance; disaster response services to individuals in an immediate crisis situation; health and/or education screenings; services to persons with disabilities; or senior independence. How much did we do? (Select at least one item) Number of clients served Number of requests for service Number of households served How well did we do it? (Select at least one item) Number of services provided by category (for example): meals shelter nights utility assistance pounds of food, etc. Use a measure that best matches program goals. Is anyone better off? (Optional) Number of individuals and/or households who followed through with referrals Number and percentage of individuals and/or households who met or exceeded goal of the program Number and percentage of individuals and/or households that returned for emergency assistance during the funding cycle Although there is a single funding pool for Basic Needs, agencies seeking funding must align with one of the nine Basic Needs focus areas listed on page 7. The agency must select the measures from the framework above that are appropriate for the type and level of service being provided. 15

Basic Needs Funding Timeline March 2017 May 1, 2017 June 2, 2017 June 30, 2017 July 6, 2017 July 6, 2017 Aug. 11, 2017 October 2017 January 2018 Agency meetings to inform and receive input Notice of Funding Opportunity (NOFO) released Letter of Intent (LOI) due by electronic submission at 5 p.m. Invitations extended to eligible agencies to apply for funding Mandatory application workshops and technical assistance Funding application opens online Applications are due online by 5 p.m. Funding awards announced Two-year funding cycle begins 16

Frequently Asked Questions What are the funding areas available through? United Way is focusing on three areas of funding that will roll out over the next three to four years. Basic Needs focuses on safety net programs; Priority Goals will focus on specific strategies in the areas of youth success, financial stability and health. Priority Neighborhoods is currently in development and will be geographically specific funding. There will be specific Request For Proposals (RFP) announcements and applications for each area. When will United Way know what is going to be funded in the Priority Goals area? Agency partners will be invited to participate in conversations around the specific goals during summer 2017. Final decisions will likely be made by the end of the summer, and the Priority Goals NOFO will be released in November 2017. When does my current United Way contract end? All current contracts end June 30, 2017. At this time, agencies in good standing will be offered transition contracts for up to 12 months. The amount of those contracts has not been finalized at this time. The transition contracts will be in place until another United Way contract (i.e. Basic Needs or Priority Goals) supersedes it or until June 30, 2018 whichever comes first. When the funding process is opened to all community agencies, won t there be less money available? United Way has not set a specific funding pool or funding percentage for Basic Needs at this time. There will be several determinants for setting the pool such as the current United Way fundraising campaign and the number of agencies seeking Basic Needs funding. Will United Way be seeking large grant awards in order to fund some of its Community Impact work? Yes, it is our hope that, in partnership with our funded agencies, we can tell a compelling story and attract larger national funders and compete for federal opportunities. My agency is applying for funding in Basic Needs. Can we also apply in another area? Yes. Agencies can change their currently funded program(s) and seek funding in the areas they feel are a good fit. Those agencies that apply for services under Basic Needs can also apply for funding under Priority Goals or Priority Neighborhoods. 17

My agency wants to seek funding for multiple programs within the same funding area. Do we submit a separate LOI for each? Yes. Your agency must submit only one Prequalification Checklist and one set of financials, but it must have a separate LOI for each program. How should my agency decide which area to apply under? Agencies should seek funding for programs in which they believe they can drive results. United Way encourages interested agencies to contact Community Impact staff if they have questions. Letters will be sent to currently funded partners with suggestions based on currently funded programs. My agency is a new 501(c)(3). Can we apply for United Way funding? Agencies must demonstrate at least a three-year history of providing the service for which they seek funding. Can our agency set its own outcome measures? No. Outcome measures are predefined for each area (Basic Needs, Priority Goals, Priority Neighborhoods), which allows United Way and its partners to aggregate data. We encourage all agencies to carefully read over the Results Based Accountability (RBA) framework to ensure their program fits within the correct funding area. Can the predefined data requirements be modified to better fit our program? No. Programs must report on the predefined data sets as outlined in the NOFO. Will our program have to collect, track and report on client-level outcomes? Yes. Your agency is required to maintain a client management system for tracking and assessing clientlevel outcomes based on your program s services. What if my program cannot deliver an entire strategy but can deliver a strategy component? United Way encourages any agency whose program is not comprehensive enough to deliver an entire strategy to collaborate/partner with another agency in the application process to implement the strategy. A formal memorandum of agreement between the two organizations will constitute evidence of the partnership. How will agencies be notified of successful prequalification? The top executive or organization s application lead will be contacted by email. How many times per year will the agency be required to report to United Way? Twice. There will be both a mid-year report and an endof-year report. 18

Will our agency have to apply for funding every year? Funding contracts cover two years from the start date of the agreement. United Way volunteers will review outcomes and finances annually. United Way reserves the right to extend contracts for additional years. The actual amount and timing of payments is dependent upon: Program compliance and outcomes Success of annual United Way fundraising campaigns Will United Way continue to allow donors to designate their pledges to specific agencies? Although United Way encourages donations to the Community Impact Fund to support United Way s broad community goals, designations will still be allowed to health and human-services organizations. What research has gone in to United Way s decision to change its funding process and philosophy? United Way sought best practices from United Way organizations across the United States. These learnings have shown this model to be a highly effective funding strategy. Who should I contact for assistance with e-cimpact to set up an agency password? There will be mandatory e-cimpact workshops for all agencies seeking funding. Once completed, your agency will receive its password. For assistance, contact Lorna West at LornaW@uwnefl.org or 904-390-3261. ADDITIONAL QUESTIONS can be directed to the following United Way staff: Prequalification Documentation and Budget Guidelines Jan Morse, Director, Childhood and Youth Strategies JanM@uwnefl.org 904-390-3267 Bob Arnold, Director, United Ways of Northeast Florida 2-1-1 BobA@uwnefl.org 904-390-3278 e-cimpact Technical Assistance Lorna West, Administrative Assistant, Community Impact LornaW@uwnefl.org 904-390-3261 Keto Porter, Director, Full Service Schools KetoP@uwnefl.org 904-390-3247 Lisa Pelle, Grants Development Manager LisaP@uwnefl.org 904-390-3285 19

Data Resources Census, federal and international data American FactFinder: factfinder.census.gov American FactFinder is the primary way to access data from the Decennial Census, the American Community Survey, the Puerto Rico Community Survey, the Economic Census, the Population Estimates Program and Annual Economic Surveys. Data USA: datausa.io U.S. Government public data organized around critical issues like jobs, skills and education across industry and geography. Education National Assessment of Educational Progress: nces.ed.gov/nationsreportcard The National Assessment of Educational Progress (NAEP) is the largest nationally representative and continuous assessment of what America s students know and can do in various subject areas, such as math, reading and science. Condition of Education: nces.ed.gov/programs/coe This resource shares key indicators of the condition of education in the United States. Google Public Data: www.google.com/publicdata/directory The Google Public Data Explorer makes large, publicinterest data sets easy to explore, visualize and communicate. OECD Data: data.oecd.org International data collected by the Organisation for Economic Co-operation and Development (OECD), including metrics on economic, educational and health indicators, among others. Income Self-Sufficiency Standard: uwasc.org/sites/uwasc.org/files/ Standard_2ndEdition_website_0.pdf This document shows what it takes financially to live in communities, states and regions across the U.S. Assets and Opportunities Scorecard: assetsandopportunity.org/scorecard The Assets and Opportunity Scorecard takes a look at Americans financial security today, assessing the 50 states and the District of Columbia on 130 outcome and policy measures. These show how the states are faring and what states can do to help them build and protect assets. 20

Income (continued) Opportunity Index: opportunityindex.org The index is an annual composite measure at the state and county levels of economic, educational and civic factors that expand opportunity. Quarterly Workforce Indicators: qwiexplorer.ces.census.gov This unique data source links Census data and worker earnings data. Allows you to see employment, hires, separations, job creation, earnings and other measures of employment flows. World Wealth and Income Database: wid.world This is an extensive source of wealth, income, savings, prices and population data for the U.S. and world. Local Data Sources Final Community Health Needs Assessment 2016 Report: hpcnef.org/wp-content/uploads/2016/01/ Jacksonville-CB-Partnership-Summary-of-Findings- Final-Community-Health-Needs-Assessment.pdf Lutheran Services Florida Needs Assessment: hpcnef.org/wp-content/uploads/2016/01/lutheran- Services-Florida-Narrative-Final.pdf Northeast Florida Counts Database: nefloridacounts.org Duval County School Data: jaxpef.org/learn 21

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P.O. Box 41428 Jacksonville, Florida 32203-1428 904-390-3200 unitedwaynefl.org

General Scoring Guide Section 1 Attachment A Scoring Sheet for Basic Needs Applications 0-1 pt. 2 pt. 3 pts. Agency provides a substantially incomplete response. Does the response provide evidence that the agency is of significant value to the community. Is there weak or missing information Agency has provided a reasonably complete response but there is not much evidence provided that the agency provides a significant service to the community. Agency has provided thorough answers with detail. There is a clear description of their work and they make the case that they provide significant service to the community. Section One: Agency History (15 points maximum) Up to 3 points per item Agency described a history of working in the delivery of Basic Needs services as identified in the Basic Needs description. Agency identified significant milestones and accomplishments. Mission and vision statements support the agency s work in Basic Needs. The agency indicates it has a strategic and/or operational plan. The plan supports its work in Basic Needs. The agency demonstrates a stable and effective management structure through its organizational oversight and governance structure. Subtotal for Section One P.O. Box 41428 Jacksonville, Florida 32203-1428 904-390-3200 unitedwaynefl.org

General Scoring Guide Section 2 Attachment A Scoring Sheet for Basic Needs Applications 0-1 pt. 2 pt. 3 pts. Agency provides a substantially incomplete response, or the provided response indicates a low probability that the agency can successfully implement the proposed program. Weak or missing information on population to be served. Do not cite any sources of reputable data. Agency has provided a reasonably complete response but the probability of the agencies success is uncertain. Some detail on the target population is provided. Cites some data from at least one source. Agency has provided thorough answers with detail and provides a high probability of success in providing the services being outlined. Agency appears to have a clear understanding of the population that they serve and cites multiple sources of relevant data. Section Two: Program Information (30 points maximum) Up to 3 points per item Identified program aligns with at least one of the Basic Needs strategic focus areas as outlined in the NOFO Demonstrates the ability and experience to directly benefit the local community by addressing the identified community needs and target population. Demonstrates the agency has the ability to have program client recordkeeping for the purposes of planning, reporting and evaluation. Clearly describes and thoroughly documents community conditions using appropriate data. Leverages existing community resources and volunteers as appropriate. Program is designed to meet identified needs of the community. Continued on next page P.O. Box 41428 Jacksonville, Florida 32203-1428 904-390-3200 unitedwaynefl.org

General Scoring Guide Section 2 (continued) Attachment A Scoring Sheet for Basic Needs Applications 0-1 pt. 2 pt. 3 pts. Agency provides a substantially incomplete response, or the provided response indicates a low probability that the agency can successfully implement the proposed program. Weak or missing information on population to be served. Do not cite any sources of reputable data. Agency has provided a reasonably complete response but the probability of the agencies success is uncertain. Some detail on the target population is provided. Cites some data from at least one source. Agency has provided thorough answers with detail and provides a high probability of success in providing the services being outlined. Agency appears to have a clear understanding of the population that they serve and cites multiple sources of relevant data. Section Two: Program Information (continued) Up to 3 points per item Reflects the diversity of the community in its volunteers, clients and staff. Engages in collaborative activities in which multiple organizations or groups identify a common mission and work together to achieve that mission through shared resources and shared accountability. Integrates its goals and services with other community organizations and groups to address critical community needs. Is able to document formal collaborations (such as Memoranda of Agreement) with collaborative partners and identifies involvement or role each partner has in the proposed program. Is creative, innovative and/or employs documented, evidence-based best practices. Subtotal for Section Two P.O. Box 41428 Jacksonville, Florida 32203-1428 904-390-3200 unitedwaynefl.org

General Scoring Guide Section 3 Attachment A Scoring Sheet for Basic Needs Applications 0-1 pt. 2-3 pts. 4-5 pts. Agency provides a substantially incomplete response or the provided response indicates a low probability that the agency can successfully implement the proposed program. Weak or missing information. Agency has provided a reasonably complete response but the probability of the agencies success is uncertain. Some detail. Agency has provided thorough answers with detail and provides a high probability of success in providing the services being outlined. Section Three: Agency/Program Finances and Agency Capacity (25 points maximum) Completed by Volunteer Accounting Committee Up to 5 points per item Demonstrates the agency s capacity to operate a Basic Needs program. Demonstrates financial and budgeting standards. Demonstrates diversified funding streams and a plan for program sustainability. Sufficient financial oversight and internal controls. Clear and understandable accounting system that meets current accounting industry standards as well as accounting procedures, budgets and financial audits that meet acceptable criteria. Agency carries adequate insurance to cover liability. Subtotal for Section Three P.O. Box 41428 Jacksonville, Florida 32203-1428 904-390-3200 unitedwaynefl.org

General Scoring Guide Section 4 Attachment A Scoring Sheet for Basic Needs Applications 0-2 pts. 3-4 pts. 5-6 pts. Agency provides a substantially incomplete response, or the provided response indicates a low probability that the agency can successfully implement the proposed program. Weak or missing information on population to be served. Do not cite any sources of reputable data. Agency has provided a reasonably complete response but the probability of the agencies success is uncertain. Some detail on the target population is provided. Cites some data from at least one source. Agency has provided thorough answers with detail and provides a high probability of success in providing the services being outlined. Agency appears to have a clear understanding of the population that they serve and cites multiple sources of relevant data. Section Four: Data Measurement (30 points maximum) Up to 6 points per item Client-level tracking, data collection, analysis and program evaluation procedures in place or demonstrates procedures will be in place prior to program implementation and funding. Shows a commitment to and understanding of the high value United Way places on the capability of programs to measure, report on and achieve standard outcomes as outlined in the NOFO. Three-year program history of demonstrating results to stakeholders that address identified community needs and target populations. Provides examples of using data and program-evaluation results for self-assessment and program improvement. Achievable projections (predefined by the RBA framework) consistent with the program narrative and design. Subtotal for Section Four P.O. Box 41428 Jacksonville, Florida 32203-1428 904-390-3200 unitedwaynefl.org