REQUEST FOR PROPOSALS BASIC NEEDS GRANTS FUNDING YEAR

UNITED WAY OF METROPOLITAN DALLAS REQUEST FOR PROPOSALS BASIC NEEDS GRANTS FUNDING YEAR 2015-2016 Deadlines: Stewardship Packet New Applicants: Tuesday, January 13, 2015 4:00 p.m. (Electronic & Hard copy only) Each organization applying for grants must submit a Stewardship packet. Basic Needs Grant Proposals Electronic copy via e-cimpact and Single Hard Copy to UWMD: Wednesday, January 28, 2015 4:00 p.m. 1 of 37 UWMD BASIC NEEDS RFP 2015-2016

Contents INTRODUCTION... 4 ABOUT UNITED WAY OF METROPOLITAN DALLAS... 4 PURPOSE OF THIS REQUEST FOR PROPOSALS... 4 BASIC NEEDS... 4 ELIGIBILITY... 5 BASIC NEEDS GRANTS STAFF CONTACT... 5 PERCENTAGE OF FUNDING AVAILABLE FOR BASIC NEEDS... 6 BASIC NEEDS GRANTS PROCESS... 7 OVERVIEW OF PROCESS... 7 STEWARDSHIP REVIEW... 7 PROPOSAL COMPLIANCE AND PROPPSAL REVIEW... 8 PROPOSAL EVALUATION... 8 PROGRAM SITE VISITS... 9 FUNDING RECOMMENDATION AND APPROVAL... 10 CHANGES IN REPORTED INFORMATION... 10 UNRESTRICTED FUNDING... 10 e-cimpact ONLINE APPLICATION SYSTEM... 11 SUBMITTING AN ORGANIZATION APPLICATION... 11 TIMELINE... 12 RFP RELEASE... 12 STEWARDSHIP DEADLINE... 12 PROPOSAL SUBMISSION DEADLINES... 12 FUNDING PERIOD... 12 SUBMISSION... 13 COMPLIANCE REQUIREMENTS... 13 ON TIME... 13 STEWARDSHIP PACKET... 13 BASIC NEEDS GRANTS... 13 COMPLETE... 14 ALLOCATION ACCEPTANCE... 15 BASIC NEEDS GRANT APPLICATION... 16 APPROVAL & e-signature FORM: BASIC NEEDS GRANTS 2015-2016... 16 PROGRAM REQUEST SUMMARY FORM... 17 ORGANIZATION CONTACT INFORMATION... 17 CEO OR PRESIDENT CONTACT INFORMATION... 17 BOARD CHAIR CONTACT INFORMATION... 18 PROGRAM CONTACT INFORMATION... 18 ORGANIZATIONAL MISSION... 18 PROGRAM REQUEST SUMMARY... 19 PROGRAM NARRATIVE FORM... 20 NUMBER OF UNDUPLICATED CLIENTS 2015-2016... 22 EVALUATION NARRATIVE FORM... 24 EXPLANATION OF EVALUATION NARRATIVE SECTIONS/QUESTIONS... 25 2 of 37 UWMD BASIC NEEDS RFP 2015-2016

PROGRAM BUDGET FORM... 26 COMPLETE PROGRAM BUDGET FORM IN E-CIMPACT.... 26 e-cimpact ONLINE APPLICATION INSTRUCTIONS... 28 e-cimpact FREQUENTLY ASKED QUESTIONS... 31 STEWARDSHIP STAFF REVIEW FORM 2015-2016... 33 STEWARDSHIP DOCUMENTATION CHECKLIST... 35 PROPOSAL EVALUATION TOOL... 36 3 of 37 UWMD BASIC NEEDS RFP 2015-2016

INTRODUCTION ABOUT UNITED WAY OF METROPOLITAN DALLAS Mission: Vision: To improve lives in our communities. To be the trusted leader in mobilizing resources for transformational community impact in Education, Income, and Health. Since 1924, United Way of Metropolitan Dallas (UWMD) 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 The purpose of this Request for Proposals (RFP) is to clearly communicate each aspect of the Basic Needs Grants process and, ultimately, to encourage organizations doing outstanding work in the Basic Needs Focus areas of Disaster Response, Emergency Assistance, Food, Housing/Shelter and Emergency Information & Referral to apply for funding. BASIC NEEDS The Basic Needs Area is not part of the Community Impact Grants process. Organizations interested in applying for funds in the Basic Needs Area must use this Basic Needs Request for Proposals. Programs applying for funding in the Basic Needs Area must offer services that align with at least one or more of the following Basic Needs Focus Areas: 1. Disaster Response: Programs that help individuals prepare for, protect against, respond to, and recover from natural disasters such as hurricanes, earthquakes, tornados, floods, fires, hazardous spills, acts of nature and acts of terrorism (http://www.fema.gov/about). 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. Emergency Information & Referral: Programs that offer referral services on a large scale that help connect individuals with social service providers during times of crisis. The Basic Needs Area is separate from UWMD s core Impact Areas of Education, Income, and Health. As a result, the strategies and metrics associated with the Impact Areas of Education, Income, and Health will not be associated with programs submitted in the Basic Needs Area. Successful programs in the Basic Needs Area will: Demonstrate a clear connection to at least one of the five Basic Needs Focus Areas. Offer services that do not fit within the core Impact Areas of Education, Income and Health. Clearly track client progress and services. Collaborate with other programs and service providers to help clients become self-sufficient. 4 of 37 UWMD BASIC NEEDS RFP 2015-2016

Serve the entire UWMD service area (Dallas, Collin, Rockwall, Southern Denton counties), or a portion of this area. ELIGIBILITY The following requirements must be met in order for a program to receive funding through the Basic Needs Grants Process: The proposed program must concentrate its efforts and services within the United Way of Metropolitan Dallas service area (Dallas, Collin, Southern Denton 1 and Rockwall counties). The proposed program must align with one or more of the Basic Needs Focus Areas (page 4). The applying organization must pass the Stewardship process (To see a complete list of stewardship documents see page 35 Stewardship Documentation Checklist) BASIC NEEDS GRANTS STAFF CONTACT The Vice President, Community Impact is responsible for implementing the Basic Needs Grants process, and is therefore an important resource for organizations interested in applying. Please call, e-mail, or set up an appointment if you have questions, concerns, or would like to discuss any aspect of the Basic Needs Grants process. Please send any proposal-related questions to the Vice President, Community Impact. Title Staff Person Phone Email Vice President, Community Impact Director, Community Impact Operations Ashley Brundage 214.978.0023 abrundage@unitedwaydallas.org Mark Pollack 214.978.2012 mpollack@unitedwaydallas.org 1 Lewisville, Flower Mound, The Colony, Highland Village, Double Oak & Copper Canyon 5 of 37 UWMD BASIC NEEDS RFP 2015-2016

PERCENTAGE OF FUNDING AVAILABLE FOR BASIC NEEDS The UWMD Board of Directors sets the percentage of the Community Fund for Basic Needs. Note: While these percentages are set, the dollar amounts will fluctuate depending on the size of the Community Fund. The dollar amount listed in the 2015-2016 Estimated Dollar Amount column reflect our best estimate of available dollars based on the most recent Community Fund total. 2015-2016 Percentage of Community Fund 2015-2016 Estimated Dollar Amount Total Community Fund 100% $20,213,035 Basic Needs 8% $1,617,043 6 of 37 UWMD BASIC NEEDS RFP 2015-2016

BASIC NEEDS GRANTS PROCESS OVERVIEW OF PROCESS There are four steps in the Basic Needs Grants process: 1. Stewardship Review 2. Proposal Compliance and Proposal Review 3. Program Site Visits 4. 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 by UWMD staff. Programs that pass the initial reviews are awarded program site visits and are thereby eligible to receive a funding recommendation. Funding recommendations must go through a volunteer 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 Basic Needs Focus Area(s), effective programming and evaluation efforts, and access to the resources necessary to achieve high impact. Final funding decisions cannot be appealed. Each of the above steps are 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 UWMD staff in order to ensure the organization s financial health. Please see the Stewardship Staff Review Form (pages 33 and 34) 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 January with an 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 email correspondence in January 2015 and your organization will not be eligible to submit grant applications during the 2015-2016 Basic Needs Grants funding cycle. Please note that the Stewardship packet has a separate due date from the grant application. The Stewardship packet for current UWMD Service Providers was due Wednesday, December 31, 2014 4:00 p.m. (Electronically via e-cimpact) The Stewardship packet for new applicants is due Tuesday, January 13, 2015 4:00 p.m. (Hard and electronic via e-cimpact) 7 of 37 UWMD BASIC NEEDS RFP 2015-2016

Please see the Stewardship Checklist (page 35), for a complete list of required documents. 2. Proposal Compliance and Proposal Review The yes/no questions listed below will be assessed by UWMD staff in order to ensure proposal compliance. If a proposal receives a no to any of these questions, it will be removed from the process and the applying organization will be notified via e-mail in January 2015. There is no appeals process. 1. Was the organization application packet submitted on time? 2. Did the organization submit their annual UWMD report on time (if previously funded, must have been submitted via e-cimpact by July 25 th, 2014. Contact Gene Putnam if you have questions)? 3. Was the program proposal complete (including all required sections and attachments)? 4. Did the organization pass the Stewardship Review? Once passing the compliance/review, all proposals will be reviewed and scored by UWMD Staff using the Proposal Evaluation Tool (page 36). The proposal is divided into three major scored sections which are listed below in Figure 1. Figure 1: Program Proposal Evaluation Scoring Program Narrative 40 points Evaluation Narrative 20 points Proposal Score 70 points Budget 10 points 8 of 37 UWMD BASIC NEEDS RFP 2015-2016

The proposal will receive a score for each proposal section. Throughout the review process, proposals are evaluated using the Best Investment criteria to make their decisions. When comparing programs in Basic Needs, Best Investment refers to the programs that most clearly demonstrate: ALIGNMENT: Connection between program goals and UWMD Basic Needs Focus Area(s) IMPACT: Effectiveness of programming as reflected by meeting community need(s), and demonstrating internal and/or external linkages to programs that promote self-sufficiency. RESOURCES: Access to the resources (staff, experience, financial, etc.) to successfully implement the program UWMD Staff and Community Impact Committee Leadership will determine which programs will receive Program Site Visits and which programs will be removed from the process. If a proposal is removed at this step, it will be removed from the process and the applying organization will receive feedback explaining the decision via e-cimpact in early March 2015. There is no appeals process. 3. Program Site Visits a. Scheduling Those programs awarded a site visit will be contacted by UWMD staff. UWMD staff will then coordinate with organization staff to make arrangements for a site visit. Site Visits will be conducted by UWMD staff only. There will be no volunteers involved at this point. b. Content The programs that receive a site visit are encouraged to include the following items during their visit with staff: Review of key program activities and staff Review of key outputs and evidence of impact Content that helps UWMD Staff experience or understand the program The total site visit is not to exceed 1 hour. There is no formal agenda for the site visit. The site visit is an opportunity for UWMD Staff to gain a deeper understanding of the proposed program. It is also the only opportunity available for the organization to share new information about the proposed program and provide answers to pertinent questions posed by UWMD staff. It is recommended and highly encouraged that the following organization staff be in attendance to help present material and answer questions that UWMD staff may have: President, Program staff, Grant Writer and Finance staff. 9 of 37 UWMD BASIC NEEDS RFP 2015-2016

4. Funding Recommendation and Approval UWMD staff will present an initial set of funding recommendations that are based on application score and site visits to the Community Impact Committee Leadership. The final funding recommendations will be reviewed, possibly modified, and then ratified by the UWMD Community Impact Committee, and the UWMD Board of Directors. The decision of the Board is final. There is no appeals process. The UWMD Board will approve final funding amounts in May 2015. Funding decisions will be communicated to each organization via e-mail. Feedback explaining the funding decision will be communicated via e-cimpact. Changes in Reported Information If reported information changes during the Basic Needs Grants Process (after submission of the application, but before funding has been awarded), the organization must submit written (preferably via email) notification to UWMD 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 Vice President, Community Impact, Ashley Brundage, abrundage@unitedwaydallas.org. 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 UWMD 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 Jill Scigliano, Chief Impact Officer, jscigliano@unitedwaydallas.org. Unrestricted Funding UWMD allows up to 10% of the total program award amount to be used as unrestricted funding throughout the organization. For instance, if an organization was awarded $100,000, then up to $10,000 can be used for unrestricted funding and $90,000 must be used for program costs as detailed in the proposal budget. This will be allowed on each award received. 10 of 37 UWMD BASIC NEEDS RFP 2015-2016

e-cimpact ONLINE APPLICATION SYSTEM Logging Into e-cimpact Organizations that are already United Way Service Providers can login to their existing e-cimpact webpage. Service Providers new to the United Way system may create an e-cimpact account from the login screen by selecting Create a New e-cimpact Account (see illustration below). Link to Service Provider login screen: https://agency.e-c Impact.com/login.aspx?org=46217F Submitting an Organization Application 1. Login to your e-cimpact account (using your username and password). 2. Submit your 2014 Stewardship Packet (complete Stewardship forms, attach Stewardship documents, and submit the Stewardship form packet). 3. Complete and submit all Basic Needs Grant program proposal(s) (complete grant forms & attachments, and submit the application). More detailed e-cimpact instructions are provided in this RFP (page 28).We have also included a list of Frequently Asked Questions about e-cimpact on page 31. If, after reviewing both of these documents, you still have questions regarding how to navigate e-cimpact, contact Gene Putnam, 214-978-0028 or gputnam@unitedwaydallas.org. Also, always check the Resource Center on the e-cimpact website for more information. 11 of 37 UWMD BASIC NEEDS RFP 2015-2016

TIMELINE RFP RELEASE Tuesday, January 6, 2015 STEWARDSHIP DEADLINE The Stewardship packet for current UWMD Service Providers was due Wednesday, December 31, 2014 4:00 p.m. (Electronically via e-cimpact) The Stewardship packet for new applicants is due Tuesday, January 13, 2015 4:00 p.m. (Hard copy and electronically via e-cimpact only). New applicants should note that certain forms and information must be completed online via the e-cimpact system and then printed off to be included in the hardcopy Stewardship Packet. PROPOSAL SUBMISSION DEADLINES Complete application packets (online via e-cimpact) must be submitted to UWMD by 4:00 pm on Wednesday, January 28, 2015. Late submissions will not be accepted. Complete application packets (hard copies -1 per proposal) must be submitted to UWMD by 4:00 pm on Wednesday, January 28, 2015. Late submissions will not be accepted. FUNDING PERIOD Funding will begin on July 1, 2015 and extend through June 30, 2016. The funding award is subject to change and is dependent on the amount of dollars raised by the Community Impact Fund. 12 of 37 UWMD BASIC NEEDS RFP 2015-2016

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 Stewardship packet for current UWMD Service Providers was due Wednesday, December 31, 2014 4:00 p.m. (Electronically via e-cimpact). The Stewardship packet for new applicants is due Tuesday, January 13, 2015 4:00 p.m. (Hard copy and via e-cimpact). All submissions are time stamped by the e-cimpact Online Application System. All new organizations have the option of hand delivering or mailing a hardcopy of the Stewardship packet to: Alicia Crews United Way of Metropolitan Dallas 1800 N. Lamar Street Dallas, TX 75202 If you mail your Stewardship packet to us, we must receive your materials by 4:00 p.m., Tuesday, January 13, 2015 in order for your Stewardship packet to be submitted on time. Hand delivered Stewardship Packets can be dropped off at the 5 th floor reception desk at the UWMD offices on 1800 N. Lamar St. Dallas, TX 75202. Basic Needs Grants The deadline for receipt of electronic submissions (via e-cimpact) of all Complete Organization Application Packets is 4:00 p.m., Wednesday, January 28, 2015. All submissions are time stamped by the e-cimpact Online Application System. Organizations have the option of hand delivering or mailing hardcopies of Complete Organization Application Packets to: Alicia Crews United Way of Metropolitan Dallas 1800 N. Lamar Street Dallas, TX 75202 Whether you submit your Organization Application Packet in person or through the mail, we must receive your hardcopy materials no later than 4:00 p.m., Wednesday, January 28, 2015 in order for your Complete Application Packet to be submitted on time. Hand delivered Application Packets can be dropped off at the 5 th floor reception desk at the UWMD offices on 1800 N. Lamar St. Dallas, TX 75202. 13 of 37 UWMD BASIC NEEDS RFP 2015-2016

COMPLETE A complete STEWARDSHIP PACKET (page 35) will contain ONE (1) copy of the following elements (Remember all attachments must be printed separately, see page 30 for printing Instructions): 1) Completed documentation checklist (will need to print completed checklist from e-cimpact, see page 30 for printing instructions) 2) Audit 3) Management Letter (optional, only if one was received) 4) 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. 5) Organization Operating Budget 6) Board Roster 7) Unaudited Financials 8) Patriot Act Compliance (will need to print completed form from e-cimpact, see page 30 for printing instructions) 9) Disclosure Form (will need to print completed form from e-cimpact, see page 30 for printing instructions) 10) IRS Determination Letter (required only for new applicants, for applicants who failed Stewardship in 2014-15, or if information in the document has changed) A complete ORGANIZATION APPLICATION PACKET will contain the following elements: 1) ONE (1) copy of the Approval & e-signature Form 2) ONE (1) copy of EACH Program Proposal (see below for order) being submitted for funding (i.e. If you submit 5 program proposals for funding you will turn in 5 hardcopies total, one for each program proposal) NOTE: The following instructions should be followed in order to ensure proper formatting: 3) Please BINDER CLIP each complete program proposal together so that you have ONE (1) separate and complete packet ready for submission. 4) All hardcopies must be THREE HOLE PUNCHED. 5) UWMD highly encourages you to print your application packets DOUBLED SIDED in order to save on printing costs and paper. 6) All hardcopies must be printed in LARGE FONT PDF from e-cimpact. A complete PROGRAM PROPOSAL will contain the following elements: 1) Program Request Summary Form 2) Program Narrative Form 3) Number of Unduplicated Clients Chart 4) Evaluation Narrative Form 5) Program Budget Form UWMD encourages you to save each of your Organization Applications for your records. Please print out the exact versions of the documents that you submitted/uploaded through the e-cimpact System when 14 of 37 UWMD BASIC NEEDS RFP 2015-2016

you turn in or mail your hardcopies of the Organization Application Packet. Please make sure the hardcopies of all materials you submit match the electronic versions to avoid any discrepancies. If there is a discrepancy, the electronic copy will govern. ALLOCATION ACCEPTANCE If the proposal is selected for United Way Allocations either partially or fully the Service Provider will receive the following documents: Allocation Letter via e-cimpact Proposal Feedback Form via e-cimpact Service Provider Contract via DocuSign By executing the Service Provider Contract, the Service Provider accepts all United Way allocations as awarded in the United Way Allocation Letter. In order for the Service Provider to receive the awarded funds, the Service Provider must agree to all United Way requirements for the accepted United Way funding, as outlined in the Service Provider Contract. The Contract must be electronically signed and dated via DocuSign by both the Service 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 UWMD Community Impact Committee. 2. If the Service Provider elects to decline funding for a program. Letters communicating material changes or declined funding should be addressed to: Jill Scigliano Chief Impact Officer United Way of Metropolitan Dallas 1800 N. Lamar St. Dallas, TX 75202 15 of 37 UWMD BASIC NEEDS RFP 2015-2016

BASIC NEEDS 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 and then submitted in hard copy form. 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: BASIC NEEDS GRANTS 2015-2016 An e-signature is required from the Service Provider 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. Please note - Board Chair and President/CEO cannot be the same person. This form only needs to be submitted once per Organization Application Packet. 1. President/CEO This Organization Application Packet, including all program proposals, has been reviewed and approved by the President/CEO. By typing your name here, you, the President/CEO, are e-signing a contract verifying that you have reviewed and approved the entire Organization Application Packet. Review & approval date: Click here to enter a date. President/CEO name (150 Characters): 2. Board Chair This Organization Application Packet, including all program proposals, has been reviewed and approved by the Board Chair. By typing your name here, you, the Board Chair, are e-signing a contract verifying that you have reviewed and approved the entire Organization Application Packet. Review & approval date: Click here to enter a date. Board Chair name (150 Characters): 16 of 37 UWMD BASIC NEEDS RFP 2015-2016

PROGRAM REQUEST SUMMARY FORM 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. 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: Phone: Fax Number: EIN: Organization Website: Did this Organization run a United Way campaign during the 2014-2015 funding year? Yes No 2. CEO or President Contact Information This person cannot be the same as the Board Chair. Salutation: Title: First Name: Last Name: Phone: Email: (Mr./Ms./Mrs./Dr.) 17 of 37 UWMD BASIC NEEDS RFP 2015-2016

3. Board Chair Contact Information Please enter contact information for the Board Chair that will serve in MAY 2015. This person cannot be the same as the CEO/President or the Program Contact. Salutation: Company: Title: First Name: Last Name: Phone: Email: Address: City: State: Zip Code: (Mr./Ms./Mrs./Dr.) 4. 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. It is recommended this be different from the President/CEO in order to have a backup contact person. Salutation: Title: First Name: Last Name: Phone: Email: (Mr./Ms./Mrs./Dr.) 5. Organizational Mission Type of Organization: Please indicate what type of Organization this is (i.e. human service provider, chamber of commerce, university, church, etc.) 18 of 37 UWMD BASIC NEEDS RFP 2015-2016

Organizational Mission Statement (300 Characters): 6. Program Request Summary a. Program Name: Please indicate the name of the proposed program being submitted for funding. b. Number of years the proposed program has been in operation: c. Focus Areas: Select the Focus Area(s) that the proposed program is addressing. For each Focus Area checked that you will be addressing in this program, there must corresponding Outputs in the Evaluation Narrative Form. Disaster Response: Programs that help individuals prepare for, protect against, respond to, and recover from natural disasters such as hurricanes, earthquakes, tornados, floods, fires, hazardous spills, acts of nature and acts of terrorism (http://www.fema.gov/about). Emergency Assistance: Programs that help individuals manage a crisis situation by providing emergency materials or financial assistance. Food: Programs that help individuals access nutritious food and avoid hunger. Housing/Shelter: Programs that provide safe shelter and/or housing opportunities for homeless individuals. Emergency Information & Referral: Programs that offer referral services on a large scale that help connect individuals with social service providers during times of crisis. d. Request Amount: Please indicate the dollar amount being requested to fund the proposed program. There is no minimum or maximum request amount. Please round to the nearest whole dollar. e. Program Summary (500 Characters): Please indicate the goal of the proposed program, and include a brief list of key program activities and outcomes. This answer will be included on the Community Investments section of the United Way website. f. 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. g. What is the Target Population? (300 Characters): Please provide a brief summary of the target population served by the proposed program. 19 of 37 UWMD BASIC NEEDS RFP 2015-2016

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. Program Plan Provide the plan for the proposed program. Please address all bullet points when answering. Bullet points do not need to be addressed in order presented, just be sure to provide a response to each one. Bullet points are listed in e-cimpact by clicking on the question mark icon ( ) to the left of question a. Provide the plan for the proposed program (4,000 Characters). Community Demand - 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. Data should be as local as possible. Agencies should discuss decreases/increases in services provided and/or number of clients served. How is your program effective and efficient in meeting the community need? Description of Primary Program Activities Primary program activities refer to essential tasks, projects or services that directly impact program goals and outcomes. Please describe each primary activity 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 by the program. Timeline Indicate the duration of the program from the perspective of the client as well as when key milestones occur. If specific dates are associated with key activities such as enrollment, graduation/completion, volunteer recruitment, advocacy efforts, or other activities, please include them. Approach to Service Delivery Provide an 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, bestpractices or model programs, explain why this is the case. Research should be less than ten years old and should be properly cited. Continuum of Care/Other Services Provide an overview of other services provided by your organization or the linkages that you make for clients to other organizations that support the needs of clients accessing basic needs services. Specifically, please detail how your program addresses root causes of client needs (after/while they access basic needs services) to ensure they have opportunities that help them move closer to selfsufficiency. 20 of 37 UWMD BASIC NEEDS RFP 2015-2016

Rationale: This question provides the opportunity to present a 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 and the potential for clients to move closer to self-sufficiency. 21 of 37 UWMD BASIC NEEDS RFP 2015-2016

NUMBER OF UNDUPLICATED CLIENTS 2015-2016 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 UWMD. 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. 1. Gender 2. Ages of Clients 3. Race/Ethnicity Category Male Female Gender Unknown Total Gender Ages Birth-5: Ages 6-12 Ages 13-18 Ages 19-21 Ages 22-44 Ages 45-59 Ages 60-64 Ages 65+ Age Unknown Total Age African American/Black Asian/Pacific American Caucasian Hispanic/Latino Native American Other Race/Ethnicity Unknown Total Race/Ethnicity Actual (Funding Year 2013-2014) Estimated (Funding Year 2014-2015) Proposed (Funding Year 2015-2016) 22 of 37 UWMD BASIC NEEDS RFP 2015-2016

4. County of Residence 5. Household Income Level Category Collin County Dallas County Rockwall County Southern Denton County (see page 5) Other County Unknown Residence Total Residence Under $20,750 $20,751-$34,550 $34,551-$55,300 Over $55,300 Income Unknown Total Income Actual (Funding Year 2013-2014) Estimated (Funding Year 2014-2015) Proposed (Funding Year 2015-2016) 23 of 37 UWMD BASIC NEEDS RFP 2015-2016

EVALUATION NARRATIVE FORM Complete the Outputs and Historical Results information for each Basic Needs Focus Area addressed by the proposed program being submitted for funding. All blanks must be filled in. Please indicate N/A if your program does not address a specific Basic Needs Focus Area. A detailed explanation for what needs to be included in each Evaluation Narrative section is below. The explanation can be referenced in e-cimpact by clicking on the question mark icon ( question. Disaster Response (if applicable for this program): ) to the left of Outputs: What are the outputs that will be reported to United Way for this Focus Area addressed by the proposed program (340 Characters)? Historical Results: Provide two years of historical outputs and/or outcome targets and outcome results that demonstrate the program s impact for this Focus Area. Indicate the time frame for the results or findings (600 Characters). Emergency Assistance (if applicable for this program): Outputs: What are the outputs that will be reported to United Way for this Focus Area addressed by the proposed program (340 Characters)? Historical Results: Provide two years of historical outputs and/or outcome targets and outcome results that demonstrate the program s impact for this Focus Area. Indicate the time frame for the results or findings (600 Characters). Food (if applicable for this program): Outputs: What are the outputs that will be reported to United Way for this Focus Area addressed by the proposed program (340 Characters)? Historical Results: Provide two years of historical outputs and/or outcome targets and outcome results that demonstrate the program s impact for this Focus Area. Indicate the time frame for the results or findings (600 Characters). Housing/Shelter (if applicable for this program): Outputs: What are the outputs that will be reported to United Way for this Focus Area addressed by the proposed program (340 Characters)? Historical Results: Provide two years of historical outputs and/or outcome targets and outcome results that demonstrate the program s impact for this Focus Area. Indicate the time frame for the results or findings (600 Characters). 24 of 37 UWMD BASIC NEEDS RFP 2015-2016

Emergency Information & Referral (if applicable for this program): Outputs: What are the outputs that will be reported to United Way for this Focus Area addressed by the proposed program (340 Characters)? Historical Results: Provide two years of historical outputs and/or outcome targets and outcome results that demonstrate the program s impact for this Focus Area. Indicate the time frame for the results or findings (600 Characters). Explanation of Evaluation Narrative Sections/Questions Outputs Outputs are the direct numerical results of the program activities (i.e. number of classes attended, number of hours of instruction received, and number of pamphlets distributed). 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 a primary activity listed in the Program Narrative section. List the outputs (evidence of service delivery) expected once the stated activities have been provided. Outputs are mandatory for each Basic Needs Focus Area addressed by this proposed program. Historical Results Historical outputs are mandatory. 25 of 37 UWMD BASIC NEEDS RFP 2015-2016

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. UWMD allows up to 10% of the total program award amount to be used as unrestricted funding (see page 10) annually throughout the organization. 1. United Way Request as a Percent of Total Expenses Annual Amount Requested from UWMD 2015-2016 Total Program Expense Percent Budget Amounts 2. Program Revenue United Way of Metropolitan Dallas Basic Needs Grants Fee for Service/Earned Income Other sources Total Actual (Funding Year 2013-2014) Estimated (Funding Year 2014-2015) Projected (Funding Year 2015-2016) 3. Program Expenses Total Actual (Funding Year 2013-2014) Estimated (Funding Year 2014-2015) Projected (Funding Year 2015-2016) UW Request (Funding Year 2015-16) 4. Program Costs/Expenses Total Program Expenses Total Unduplicated Clients Average Cost per Client Actual (Funding Year 2013-2014) Estimated (Funding Year 2014-2015) Projected (Funding Year 2015-2016) 26 of 37 UWMD BASIC NEEDS RFP 2015-2016

5. Budget Narrative (1,000 Characters) Please briefly explain what program costs requested funds will support (staff, food, utility assistance, etc.). The response should also indicate if UWMD funds will be used as a match grant or leveraged to garner other resources. 27 of 37 UWMD BASIC NEEDS RFP 2015-2016

e-cimpact ONLINE APPLICATION INSTRUCTIONS NOTE: The e-cimpact screens feature help icons that are links to additional information: A. Access Link to the e-cimpact service provider login screen: https://agency.e-c Impact.com/login.aspx?org=46217F B. Login Supply your e-cimpact Username and Password, or select Create a New e-cimpact Account if your organization is new to the system. C. If you are new to the system, when you create your e-cimpact account, register for both the Stewardship and the Basic Needs processes. D. Home Page Look to the menu on the left hand side of the screen for key access points in e-cimpact. Note: Please make sure you go into your Profile on the top left of your Home Page and update your Organization s contact information. E. Stewardship Review Below are instructions for submitting the Stewardship form packet: 1. Locate the Stewardship Review section on your e-cimpact home page (left-hand side) 2. Click 2014 Stewardship i. Please note that 2014 Stewardship is named for and aligns with the Community Impact Grant Process Stewardship Review; however, as a new Basic Needs Grant Applicant, when you click on this link, you will be completing Stewardship Review for the 2015-2016 Basic Needs Grant process. ii. If you have received a Community Impact Grants (CIG), you only need to submit one Stewardship form packet for your agency for both the CIG update and Basic Needs Grant Process. 3. Open the link to the Stewardship form packet 4. Complete the following Stewardship forms: i. The Stewardship Ratios ii. The Stewardship Review Questions iii. The Patriot Act Compliance form 5. Save & Mark as Completed the Stewardship Forms 6. Use the Browse button to upload the required Stewardship documents (Packet Attachments) 7. Be sure to Save/Upload each attachment 8. After the Stewardship Forms are Saved & Marked as Completed, and all required packet attachments are uploaded, you will see a Submit button 9. Submit the Stewardship packet 28 of 37 UWMD BASIC NEEDS RFP 2015-2016

You can visit the Stewardship section of the Resource Center on your e-cimpact home page to view the Stewardship Staff Review Form (The Resource Center is located at the bottom left of your home page.): F. Assigning Programs to the Basic Needs Grant Process 1. To assign a program to the 2015-2016 Basic Needs Grant process, click on Assign Program to Investment Process. This will allow you to assign an existing program to the Grant Process, or to Add a New Program if you need to. (Previous Service Providers: please do not add a new program if the program is already in the system. We want to avoid creating duplicate programs.) 2. Click the checkbox next to the Grant Process. 3. Then click on Save and Assign Program to Investment Process. G. Filling out and Submitting Program Proposals via e-cimpact 1. Locate Basic Needs Grants in the left hand menu. 2. Locate Funding Year 2015 2016 Make sure you are in the correct funding year since you may have access to past funding years in your home page. 3. Select Basic Needs Grant Application 4. Select the form packet you want to work with and click edit 5. Select a form to work on and click edit NOTES: a. When entering responses, e-cimpact will show you if you are over the character and space limit for each response. You will not be able to save a Form until the over limit response has been corrected. b. e-cimpact will also let you know if you have input an unacceptable response (for example: inputting.57 when only whole numbers are possible). You will not be able to save a Form until the unacceptable response has been corrected. c. Always save your work before leaving/closing each Form. If you do not save before closing out each Form, you will lose the data you input. 6. Complete and Mark as Completed each required form for submission. The System will not allow an application to be submitted until each individual, required form has been Marked as Completed. 7. When all forms are Marked as Completed select Submit to transfer completed applications to UWMD. (You may have to click on Submit twice to verify your intent to submit.) Once submitted, you cannot modify the application or the attachments. The Status column will change from Completed to Submitted when this step is completed. Do not forget to print copies in order to submit your hardcopies to UWMD. NOTE: Do not press Submit for each of your Program Proposals until your entire proposal is finalized. Once submitted, you cannot modify the proposal or the attachments. If changes have to be made after submission, contact the United Way staff contact. 29 of 37 UWMD BASIC NEEDS RFP 2015-2016

H. Changing a Program Name If you need to change a program name, select Program Profiles from the home page. From this screen, you can edit the program name. Rename your program and hit Save & Update. Make sure your program name matches what will be on the proposals you submit to UWMD. I. Adding a new Program to e-cimpact Select the link on the e-cimpact home page that says Assign Program to Investment Process. That link will allow you to add an existing program to the Basic Needs Grant process, or to add a new program. J. Printing the Organization Application Packet In the application overview screen, use the Edit button to open the agency packet, and print by selecting the link that says Export This Packet to Adobe PDF (Large Font). (This link exports the agency forms packet to a separate PDF file.) K. Printing the Program Proposals In the application overview screen, use the Edit button to open each Form Packet, and print each Form Packet separately by selecting the link that says Export This Packet to Adobe PDF (Large Font). (This link exports each Program Proposal to a separate PDF file.) The export includes the forms only, and does not include attachments. Attachments have to be printed separately. Note: Please DO NOT select the link that says Export Entire Application to Adobe PDF (Large Font) on the Application Overview screen. (This link exports all of the Form Packets to a single large PDF.) L. Printing the Stewardship Packet In the application overview screen, use the Edit button to open the agency packet, and print by selecting the link that says Export This Packet to Adobe PDF (Large Font). (This link exports the agency forms packet to a separate PDF file.) The export includes the forms only, and does not include attachments. Attachments have to be printed separately. M. Resource Center The resource center in e-cimpact provides Organizations with valuable documents to help you through the process. Please refer to this spot on your home page to find information that will help you with the Grants Process, Stewardship, Spell Check, and more. 30 of 37 UWMD BASIC NEEDS RFP 2015-2016

e-cimpact FREQUENTLY ASKED QUESTIONS Q: e-cimpact asked me for the Organization Code. What is it? A: If you are prompted for the Organization Code, UWMD s Organization Code is: 46217F Q: My password for accessing the e-cimpact website isn t working. What should I do? A: If your password is alphanumeric (contains BOTH letters and numbers), fulfills the following the criteria: Must be between 6 and 15 characters in length and contain at least 1 character from 2 of the groups of alpha, numeric, or special characters. Your Password may not contain the following characters:, or % or contain any white-space. Password Examples: abcdefg2 (valid, contains letters and numbers) pa$$word (valid, contains letters and numbers) 1234567# (valid, contains letters and numbers) abcdefgh (invalid, contains only letters) abc23 (invalid, less than 6 characters) If you continue to experience difficulties, please contact Gene Putnam at gputnam@unitedwaydallas.org and he will help you troubleshoot. NOTE: Logins and passwords ARE case sensitive. Q: Do spaces and hard returns count in the character/space limit? A: Yes, spaces and hard returns are counted in the character/space limit. Hard returns are counted as 2 spaces. Q: I input data into a Form last time I logged in and now the information is missing. What happened? A: You should ALWAYS click Save after closing a Form; otherwise, you will lose the information/data you just entered. Q: I m trying to save a form, but it won t allow me to. Why is this occurring? A: Scroll through your entire form and see if there are any error messages in red letters. If there are, make sure those are corrected and then try saving again. If you are over the character limit or place letters in numeric fields, the system will not allow you to save and leave a form. 31 of 37 UWMD BASIC NEEDS RFP 2015-2016

Q: The name of my program has changed since last year. How can I change the name of my program in the online application? A. On the top left of your Agency Home Page, click on Programs. Find the program you need to update and then click on Edit to the right of that program name. Then type in the updated Program Name and click Save/Update. When you return to your Home Page, your Grant Application will be renamed. Q: I have a new program and need a blank grant application to fill out but I have no additional applications to use in e-cimpact. How can I obtain one? A: Select the link on the e-cimpact home page that says Assign Program to Investment Process. That link will allow you to add an existing program to the Basic Needs Grant process, or to add a new program. Q: The data I entered has changed since the last time I logged on. How did this happen? A: If more than one staff person at your Organization has access to the online application system, it s likely that another Organization staff person has modified the grant application. If you are working with another Organization staff to complete a specific application, please make each other aware when you have accessed an application and made revisions. Q: I m ready to submit my application, but I m not seeing the Submit Application option, but I ve completed all my forms. Why is the option not appearing? A: All required forms for an application must be Saved and Marked as Completed before the system will allow you to submit your application. If the Status for each of your forms is Verified and you still do not see the option to submit your application, please contact Gene Putnam at gputnam@unitedwaydallas.org or 214-978-0028 for assistance. Q: When I print out my PDF document, there are some letters that print out like code instead of the letters. Why is this occurring? A: This is most likely because you do not have Adobe Reader 6.0 or above. Please check to see which version of Adobe Reader you have. If the version is not 6.0 or above, simply go to http://www.adobe.com/products/acrobat/readstep2.html to download the most recent version of Adobe Reader. If your PDF document continues to print out in code, contact Gene Putnam, gputnam@unitedwaydallas.org, (214) 978-0028, and he can help you troubleshoot to determine what may be causing the issue. Q: The character/space count feature in e-cimpact is not counting down as I type or when I copy and paste info from a Word document. Why isn t this feature working? A: The character/space counting feature is a fairly advanced feature that requires Microsoft Internet Explorer 6.0 or above. Check the version of the browser you have, if it is not Microsoft Internet Explorer 6.0 or above, then simply update your browser and the character/space count feature will work. 32 of 37 UWMD BASIC NEEDS RFP 2015-2016