1 Immigrant & Refugee Capacity Building Initiative April 10, 2018 Request for Proposals (RFPs) Kaiser Permanente Northwest (KPNW) Community Health works in partnership with hundreds of community organizations to address the health needs and inequities affecting our Northwest neighbors. Through these partnerships, we have learned that many nonprofit organizations struggle to find support for meaningful internal capacity building to increase their efficiency, effectiveness, and sustainability to ensure mission success and community impact. We are therefore pleased to announce this $630,000 Capacity Building Initiative. We know through experience and research that the communities facing the most disparities often receive the least amount of philanthropic funding. We believe that investing in these communities will increase overall community health, support families to thrive, and cultivate cultural richness. For that reason, eligibility for this Request for Proposals is limited to nonprofit organizations working on issues that immigrant and refugee communities disproportionately experience. All organizations meeting the general criteria are encouraged to apply. However, priority will be given to organizations that are led by, representative of, and partnered with people who are representative of the immigrant and refugee community or connected to the immigrant and refugee experience. Members of these communities disproportionately experience economic and/or social disadvantage. Successful applicants will be working in the areas of economic opportunity, educational attainment, and access to health care, all key drivers of health. There are three funding components to this initiative. 1. Twelve successful applicants will each receive grants of $40,000 ($20,000 per year for two years) to strengthen their organization s capacity in one of the following categories: Finance & Business Model, Operations & Strategy, People & Organizational Culture, Diversity, Equity and Inclusion, and Communications. See page 3 for a complete list of topics. 2. KPNW will invest $150,000 in a Collective Action group grant. The cohort will decide collectively how to invest the funds to address policy & advocacy work and other system changes. 3. The cohort of twelve grantees will receive non-monetary supports: cohort learning opportunities, organizational assessment, and organizational development consulting if desired. Background & Definitions
2 Drivers of Health. Good health depends on numerous factors and conditions, such as a successful school experience, a living wage job, stable housing, and access to medical, dental, and behavioral health care when needed. Based on community health needs assessments, KPNW prioritizes key drivers of health that affect communities throughout its service area. Successful applicants for this RFP will work in one or more of the following areas providing direct service programs or policy & advocacy work: Economic Opportunity Increase individuals and communities economic means to provide basic needs, such as food, housing, utility assistance, and childcare. Missions should help those working to become self-sufficient with needs such as transportation, mentoring and workforce training, and job placement. Educational Attainment Ensure that all students in Pre-K-12 schools have the opportunity to excel, graduate from high school, and successfully complete post-secondary education or training. Missions should focus on supporting youth, families, and communities experiencing educational attainment gaps by reducing barriers and promoting conditions that facilitate educational equity. Access to Care Create equitable, culturally-appropriate access to medical, dental, behavioral health, and vision care. Missions should focus on ways to increase the availability of needed health services by populations who do not typically receive them. Capacity Building. The purpose of capacity building is to improve the performance of an organization by strengthening internal elements such as management systems, technology, human resources, communications, customer service strategies, and more. KPNW s Capacity Building Initiative encourages thoughtful projects with clear strategic goals that are attainable within the time and resources available and will enable the organization to produce a stronger, sustained community impact. Culturally-Specific Organizations, Multi-Cultural Organizations that are led by and represent people impacted by the issues that immigrant and/or refugee experience. Immigrant and refugee community members are subject to discrimination and marginalization, resulting in disparities that must be eliminated in order to achieve educational, economic, and health equity. KPNW is committed to learning from, supporting, and being guided by the organizations that are embedded in the communities they represent. KPNW believes that those most impacted by disparities are also those who can most effectively identify and lead solutions. Such communities are often best served by organizations that understand their culture, traditions, experience, and circumstances. Therefore, KPNW will prioritize organizations that are led by and represent people impacted by the issues that immigrant and/or refugee experience. This may include people whose families have experienced or been impacted by policies related to immigration and refugee status. KPNW will assess led by, representative of, and partnered with as organizations who can show in their proposal that:
3 The staff, board, and leadership are deeply connected to and representative of immigrant and refugee needs and experiences. The organizational environment is inclusive, welcoming, and accessible - and identified as such by users/members. The organization has a track record of successful service to its community. KPNW believes that success is contextual and should be identified by those working with and benefiting from the organization s activities. Capacity Building Categories Applicants may submit projects for any of the following capacity building categories: finance and business modeling, operations & strategy, people & organizational culture, diversity, equity and inclusion (DEI), or communications. Below are suggestions for project focus areas. Proposals are not limited to these suggestions. Finance & Business Model Operations & Strategy People & Organizational Culture Business Modeling Program Assessment Professional Development Diversity, Equity, and Inclusion General DEI capacity building and business case development Communications Communications Plan Financial Strategic Planning Board Development Interrupting cycles Branding Assessment of oppression Financial Audit Impact Analysis Board Effectiveness Collective healing Marketing Financial Planning Program Effectiveness Leadership Coaching Becoming a more diverse, inclusive, and equitable organization Social Media Financial Management Technology Assessment Succession Planning DEI implementation and integration into organizational culture and practices, policies, procedures Website Earned Income Technology Upgrade Volunteer Programs Communications technology Fundraising Theory of change Human Resources development Grant Writing Legal Services Staff and board trust/team building Policy & Advocacy Sample Allowable Expenses Staff salaries, taxes and benefits.
4 Contracted professional services. Computer software. Redesign of one or more existing programs for improved efficiency and effectiveness. Equipment associated with increased efficiency and effectiveness can be a small portion of the project budget. Indirect costs up to 15 percent of project budget. Expenses Not Funded Capital expenditures (new building or major remodeling). Expansion of existing programs. Cash reserve. Debt retirement. Funding Components 1. Grant Funding - Organization grants will be $40,000 ($20,000 per year for two years) to strengthen their organizations capacity in one of the following categories: Finance & Business Model, Operations & Strategy, People & Organizational Culture, Diversity, Equity and Inclusion, and Communications. See page 4 for a complete list of topics. 2. Collective Action Funding - In addition to the individual organizational capacity building grants, KPNW will invest $150,000 towards a collective action group grant. Cohort participants will be invited to meet for a facilitated process to identify how they would like to invest the $150,000 as a cohort. 3. Additional Resources & Supports - In addition to funding, grant recipients are provided additional resources and capacity building opportunities to enhance the cohort experience and provide additional support to ensure the organization s capacity building goals are achieved. The following opportunities are highly encouraged for organizations to participate in, but not all are required. Participation should be thoughtfully considered and appropriate staff assigned. We hope that these additional assets will: Build a strong peer network Provide a learning space for additional capacity building Give insight into current organizational strengths and challenges, and avenues to address or enhance them The following additional resources are available: 1. Collective Action Initiative described above. 2. Regular cohort convenings and trainings on topics of choice. 3. Individual consulting is available for additional capacity building needs. Examples include strategic planning, board development, staff training, and succession planning.
5 The following engagements are required of grant recipients: 1. One site visit mid-grant cycle 2. Mid cycle report 3. Final report Information Session An Information Session will be held on April 27, 2018 to review details of the grant initiative and to answer any question applicants may have. Location: Kaiser Permanente Building 500 NE Multnomah Portland, OR 97232 1st Floor Conference Room 1A & 1B 1:00pm-2:30pm RSVP to Community.Benefit@kp.org Eligibility Organizations eligible to apply for this funding opportunity will: Be incorporated as a 501(c)(3) nonprofit organization or a project under the fiscal sponsorship of a 501(c)(3) nonprofit organization. Demonstrate at least three (3) consecutive years of programming. Provide services in the KPNW service area of Oregon (*Benton, Clackamas, Columbia, Lane, *Linn, Marion, Multnomah, Polk, Washington, Yamhill Counties); and/or Washington (Clark, Cowlitz, *Skamania, and *Wahkiakum Counties). *represents parts of this service area. Email community.benefit@kp.org to check the zip code. Have a mission to address at least one of the following: economic opportunity, educational attainment, and/or access to health care. Provide services to underrepresented, underserved, and low-income communities. Organizations and activities not eligible for funding are: Government entities. Religious organizations for religious activities only. Faith-based organizations or projects that are inclusive of all beliefs and backgrounds are invited to apply. Organizations that discriminate on the basis of race, color, religion, gender, gender identity or expression, sexual orientation, physical circumstances, age, status as a veteran, national origin or in hiring practices. Capital campaigns.
6 How to Apply Step 1: Letter of Inquiry (LOI) Submit a letter of inquiry (LOI) by email using the template provided in the RFP announcement or by emailing community.benefit@kp.org (maximum length three pages, this includes background information asked for in question 1). Email subject line should contain the organization s name and Letter of Inquiry. Example: Good Works, Inc. Letter of Inquiry. Faxed proposals will not be accepted. All materials must use a 12 point font and 1 inch margins. Materials may be single spaced. Submit letters of inquiry to community.benefit@kp.org by 5 p.m. PDT on May 16, 2018. Step 2: Full Proposal We anticipate selecting 14 to 16 organizations to submit full proposals. Those applicants will be notified by a phone call and email. Applicants will be provided with a link to KPNW s web site where they will submit their full proposals online. Word length for each section of the proposal will be included. The online application will request: a. Executive Summary. Capacity building category selected, brief project summary, intended outcomes, and impact on the organization and community service. b. Applicant history and organization profile. Date founded, and identified community need served. Significance to your community. Capacity to achieve the proposed goals and objectives. Describe how your organization is led by, representative of, and partnered with people who are representative of the immigrant and refugee community or connected to the immigrant and refugee experience. c. Project description. Problem to be addressed, project-specific goals and objectives, and the activities that will take place to meet each objective. Expansion of programs will not be considered in this initiative, only projects that build infrastructure and efficiencies for the operations of the organization. d. Success measures and expected outcomes. How will you measure the project s success? How will the successful capacity building project result in greater quantity, quality and/or sustainability of services to your community? Measures must be specific and can be both qualitative and quantitative. e. Sustainability plan. How will the gains in efficiency and effectiveness be sustained beyond the grant period? f. KPNW visibility: How will the grant be communicated and acknowledged? Attachments a. List of board of directors with community affiliations and titles b. Current operating budget c. Itemized project budget including all anticipated expenses and revenue sources for each year of the two-year project. (template provided) d. Logic model (template and detailed instructions provided)
7 e. Most recent audited financial statement (required for organizations with operating budgets of $750,000 or more). If an audit is unavailable for organizations under the $750,000 threshold, please provide the most recent year-end financial statements (12 months must be included in the form of Statement of Activity, Profit & Loss Statement, Statement of Financial Position or Balance Sheet). f. IRS determination letter Evaluation As a condition of receiving grant funds, grantees must agree to participate in an evaluation of their grant project. Grantees should have a plan to evaluate their efforts and outcomes with assistance from an independent consultant contracted by KPNW. Grantees are requested to participate in the following evaluation activities. a. LOIs should include project goals, objectives, and initial ideas for how they will be measured. b. Full proposals will include a logic model showing inputs, outputs, outcomes, and impacts using a template provided. Successful applicants will clearly articulate their logic model and how proposed activities will lead to desired outcomes and impacts. c. Grantees will submit three 6-month reports on progress, unexpected developments, plan revisions, and expenditures. d. Grantees will submit a final report to KPNW that includes a detailed summary of achievements, challenges, and perspectives on the value of this grant, as well as recommendations for our future work in this area. e. Grantees highly encouraged to attend semi-regular (2-3x year) convenings, and a final celebration and verbal report. Selection Criteria The KPNW Community Engagement Committee will review all proposals. The committee will use the following criteria to assess and select proposals for funding: a. Diversity & Inclusion: organization is led by and inclusive of people impacted by the immigrant and refugee experience. Organizations are encouraged to describe how they prioritize deep relationships with and representation of the communities they work with. b. Capacity: The goals and objectives of the proposed project are clear and achievable. The work plan and budget are reasonable. The assembled team possesses the competencies, commitment, and capacity to carry out the proposed work. c. Potential impact: The project is likely to lead to improved and sustained organizational effectiveness and community impact. d. Community need: The organization s population and geographic location are clearly identified and located within the KPNW region. The applicant demonstrates a deep understanding of the community they are working with. e. Organizational commitment: The applicant is committed to strengthening its capacity for greater effectiveness and impact. It will willingly engage in cohort learning sessions, and, as needed, technical assistance, and/or consulting. f. Financial viability and accountability: The applicant organization exercises fiscal responsibility and is, or is deeply interested in becoming, a financially healthy organization.
8 g. Organizations working with, representative of, and partnered with organizations and people from immigrant and/or refugee communities: The applicant meets many or all of the criteria described in the RFP (see Culturally-Specific Organizations, Multi-Cultural Organizations that are led by and represent people from the immigrant and/or refugee experience, page 2). These applications will be given higher consideration. IMPORTANT DATES 2018 Q2 RFP announcement April 10, 2018 RFP Applicant Information Session April 27, 2018 1:00pm-2:30pm-500 NE Multnomah, Portland, OR 97232 Conf. Room 1A/B Deadline to submit Letters of Inquiry May 16, 2018, 5 pm PDT Notification of invitation to submit full proposal or decline June 15, 2016 Q3 Deadline to submit Full Proposals July 20, 2018 5 pm PDT Notification of grant awards August 27-28, 2018 First year grant payments -- September 2019 2020 Q1 6- month grant reports due March 2019 Cohort learning session TBA Q3 12-month grant reports due September 2019 Second year grant payments Q4 Cohort learning session TBA Q1 18-month grant reports due March 2020 Q3 Final report to KPNW September 2020