Request for Proposals Community Investment Grants Funding Years 2016-2019 Deadlines: Community Investment Grant Proposals May 13 th, 2016, 4pm CST Electronically submitted via Community Force https://uwsemo.communityforce.com 1 P age
Introduction ABOUT UNITED WAY OF SOUTHEAST MISSOURI At United Way of Southeast Missouri (UWSEMO), we re on a mission to change lives in Southeast Missouri. Yes, it s an incredibly big statement. But it s one that we are making a reality. Since 1954, United Way of Southeast Missouri has invested in the most effective local programs that work to create opportunities and change lives forever. We unite donors and volunteers with organizations focused on producing real results in the areas of Education, Income, and Health. We re tackling tough issues that make a lasting difference and create opportunities for greatness-like graduating high school, continuing on to college, and preparing career-ready teens. We believe in people and possibilities. We believe that everyone- regardless of where they start and what they must overcome- should have the opportunity to be great; sometimes the only thing someone needs in order to turn things around is an opportunity. PURPOSE OF THIS REQUEST FOR PROPOSALS We have an open, competitive allocation process that identifies which organizations will have the greatest impact in helping us reach our communities long-term goals. UWSEMO is able to fund exceptional programs through the implementation of the Community Investment Grants process, a competitive and transparent allocation process that is open to all nonprofit organizations that are able to meet eligibility criteria. The purpose of this Request for Proposals (RFP) is to clearly communicate each aspect of the Community Investment Grants process and, ultimately, to encourage organizations doing outstanding work in the areas of Education, Income, and Health to apply for funding. MULTI-YEAR FUNDING UWSEMO understands that the achievement of long-term community goals will require substantial, longer-term investments in the most exceptional programs in the areas of Education, Income and Health. Therefore, all grants awarded through the upcoming Community Investment Grants process will be three-year grants. The next Community Investment Grants RFP will be released in mid-2018; any program that either does not apply for funding or does not receive funding in the upcoming process must wait until then to apply for the next Community Investment Grant. 2 P age
Multi-year funding represents the best use of community resources. Organizations will be able to focus more on program implementation rather than annual proposal development. UWSEMO staff will be able to work on capacity-building initiatives and identify areas where collective action is possible. Volunteers will develop a deeper understanding of each funded program through monitoring and additional engagement opportunities. Multi-year funding also represents the best way to achieve long-term community goals. Successful programs will be able to articulate clear multi-year funding plans and show a commitment to long-term outcomes and positive results. ELIGIBILITY The following requirements must be met in order for a program to receive funding through the Community Investment Grants process: The proposed program must concentrate its efforts and services within the United Way of Southeast Missouri service area (Cape Girardeau, Jackson, Scott city, Marble Hill, and Perryville). The proposed program must align with one of the Impact Goals, Strategies, and Common Measures. The applying organization must pass the Stewardship Process (to see a complete list of stewardship documentation see Appendix for Stewardship Documentation Checklist). The applying organization must agree to comply with UWSEMO s Community Investment Agency Agreement (see Appendix). COMMUNITY INVESTMENT GRANTS STAFF CONTACT LIST The Community Investment Grants team is responsible for implementing the Community Investment Grants process, and is therefore an important resource for organizations interested in applying. Please call or email one of the team members listed below if you have questions, concerns, or would like to discuss the Community Investment Grants process. Melissa Stickel Director of Community Impact melissa.stickel@unitedwayofsemo.org 573-334-9634 ext. 11 Elizabeth Shelton Executive Director Elizabeth.shelton@unitedwayofsemo.org 573-334-9634 ext. 12 3 P age
Impact Goals, Strategies, and Measures Each applicant must identify an Impact Area, Strategy, and at least one Common Measure. The Strategy selected must correspond with the Impact Area selected. The Common Measure selected must correspond with the Strategy selected. Please refer to appropriate (Education, Income, and Health) Supplements. Community Impact Grants Process OVERVIEW OF THE PROCESS There are seven steps in the Community Investment Grants process: 1. Stewardship Review 2. Proposal Compliance Review 3. Vetting Committee Review 4. Panel Proposal Evaluation 5. Panel Site Visit Evaluation 6. Panel Funding Recommendation 7. Board of Directors Funding Approval The process begins with the Stewardship Review to determine whether or not an organization is eligible to apply for funding. After stewardship is completed and proposals are submitted for review, each proposal is evaluated, first by UWSEMO staff and then by a panel of community volunteers. Programs that pass the initial reviews and are selected for a site visit are eligible to receive a funding recommendation from the panel. Funding recommendations must go through an approval process before being finalized. All programs are evaluated using standardized tools that measure the relative strengths of both the proposal and site visit. Successful programs will demonstrate a connection between program goals and the communities long-term goals, 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 is clearly described below. Stewardship Review 4 P age
A review of the stewardship documents will be completed by UWSEMO staff in order to ensure the organization s financial health. Please see the Stewardship Checklist for a complete list of required documents. Proposal Compliance Review The yes/no questions listed below will be assessed by UWSEMO staff in order to ensure proposal compliance. If a proposal receives a no to any of these questions, it may be removed from the process and the applying organization will be notified via email in August 2016. There is no appeals process. 1. Was the organization application packet submitted on time? 2. Did the organization submit their annual outcomes reports on time (if previously funded) during the 2013-2015 funding cycle? 3. Was the program proposal complete (including all required sections and attachments)? 4. Did the organization pass the Stewardship Review? Vetting Committee Review Once passing the Compliance Review, all proposals will be reviewed by a Vetting Committee that includes the UWSEMO Executive Director, UWSEMO Director of Community Impact, Community Impact Committee Chair, and UWSEMO Board of Directors Executive Committee. This review will consist of an initial assessment of the proposal s alignment with UWSEMO s Mission, Goals, and Strategic Focus. Panel Proposal Evaluation Proposals that advance past the Vetting Committee will be reviewed and scored by members of the volunteer Community Investment Panel, consisting of 20 to 25 volunteers and UWSEMO staff, using a Scoring Rubric. The proposal will receive a score that reflects the average score from all panel members. Panel Site Visit Evaluation Proposals with scores above 70% will advance to the Vetting Committee. Scores below 70% will be reviewed and discussed by the Vetting Committee members to make a decision on whether to remove it from the funding process or allow it to continue for a Site Visit. Those programs selected for a Site Visit will be contacted by UWSEMO staff. UWSEMO staff will then coordinate with organization staff to make arrangements for the Site Visit (schedule/location/directions). The Site Visit Schedule has been set and can be viewed on page 31. Receiving this schedule now will enable organizations to make the necessary arrangements to present on the dates listed. Please mark each date on your calendar now to ensure that you will be available on the date chosen for your program Site Visit. Morning Site Visits will be scheduled between 8:30 am-12:30 pm, and the afternoon Site Visits will be scheduled between 1:00 pm-5:00 pm. Organizations have two opportunities to notify UWSEMO if they have a time conflict with a given Site Visit date: 5 P age
1. Organizations can indicate the time conflict in their Community Force online program proposal in the question that asks From Site Visits Schedule, Days/Times UNAVAILABLE for Site Visit. Please also indicate in this section which other Focus Areas you have applied to so that UWSEMO staff can effectively coordinate Site Visits. 2. After the submission deadline, organizations may notify Melissa Stickel (melissa.stickel@unitedwayofsemo.org) if there are dates/times that are unavailable for a Site Visit. Organizations need to indicate where they will host their Site Visit on the Program Summary page of the Community Force online grant application. Please use the question that states Preferred Location of Site Visit to provide UWSEMO with the name of the site where you will hold your Site Visit, the full address, emergency contact person, as well as any special directions or landmarks to assist volunteers in finding your location. After the Site Visit is scheduled, UWSEMO staff will send a list of the specific questions that were raised by the reviewers. This will allow program staff the ability to specifically respond to key questions at the Site Visit. The programs that receive a Site Visit are encouraged to include the following items during a Site Visit presentation: Review of key program activities Review of outcomes and evidence of impact Responses to Panel questions sent prior to the Site Visit Content that helps the Panel experience or understand the program Aspirations for the next 3 years Identify program challenges and efforts to address those challenges Provide additional information not captured in the limited space available in the application. The total Site Visit is not to exceed 45 minutes. The organization will have the first 25 minutes to give a formal presentation. The remaining 20 minutes are reserved for volunteer questions. In the event the reviewer does not use the full 20 minutes for Q& A, the reviewer will give that time back to the organization to use at their discretion. The site visit is an opportunity for the panel 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 proposed by the panel. It is recommended and highly encouraged that several organization staff be in attendance to help present material and answer questions that the panel may have. Site Visit scores will be determined using a tier-ranking system. Volunteers and UWSEMO staff will organize all programs that received a Site Visit into three tiers defined below in figure 1: 6 P age
Figure 1: Tier 3 Tier 2 Tier 1 Top Tier (30 points) Programs that most clearly satisfy Selection Criteria Middle Tier (20 points) Programs that may satisfy aspects of Selection Criteria, but to a lesser extent than Tier 3 programs Bottom Tier (10 points) Programs that my satisfy aspects of Selection Criteria, but to a lesser extent than Tier 2 and Tier 3 programs. Throughout the entire review process, reviewers will use the Selection Criteria (see page 27) to make their decisions, referring to the programs that most clearly demonstrate: ALIGNMENT: Connection between program goals, strategy selected, measures identified, and Impact Area goal. IMPACT: Effectiveness of programming as reflected by evaluation efforts and outcomes. RESOURCES: Access to the resources (staff, experience, financial, etc.) to successfully implement the program. Panel Funding Recommendation The Community Investment Committee will convene a second time to develop funding recommendations for each program under consideration. UW SEMO staff will present an initial set of funding recommendations that are based on overall application scores. Panel volunteers will then discuss the overall application scores and Selection Criteria, adjust funding levels where necessary, and approve final funding recommendations. Overall Scoring Breakdown: Proposal Score (90-100 points (depending on Focus Area) + Site Visit Score (30 points) = Overall Application Score (120-130 points). Funding Approval 7 P age
The final funding recommendation of the Panel will be reviewed and ratified by the UWSEMO Community Impact Committee and the UWSEMO Board of Directors. The decision of the Board is final. There is no appeals process. The UWSEMO Board will approve final funding amounts on August 25 th, 2016. Funding decisions and detailed feedback explaining the funding decisions will be promptly communicated to each organization via email. Monitoring All programs that are awarded funding will be required to track and report outcomes results to UWSEMO annually. UWSEMO staff and Panel volunteers will utilize the information in the annual reports to determine whether or not each program is exceeding, meeting, or falling below expectations outlined in the original grant proposal. Site Visits will also be conducted during the fall of each funding year. 8 P age
Community Force Online Application System Community Investment Grant Applications must be submitted through Community Force, an online grant application system. Organizations must register online and create a Community Force account. Logging into Community Force https://uwsemo.communityforce.com TIMELINE RFP Release: April 1, 2016 RFP Orientation Sessions: Session 1- April 4 th, 2016, 8am-10am; Session 2- April 4 th, 2016, 1pm-3pm; Session 3, April 5 th, 2016, 11am-1pm (Feel free to bring lunch). RFP Orientation is optional but highly encouraged. Space is limited and an RSVP is encouraged. Please select one of the above sessions and RSVP to Melissa.stickel@unitedwayofsemo.org. Please bring your own copy of this RFP packet to the meeting; copies will not be provided. Proposal Submission Deadline: Complete Application Packets (online via Community Force) must be submitted to UWSEMO by 4:00 pm CST on May 13 th, 2016. Funding Period: The funding period begins July 1, 2016, and extends through June 30, 2019. Continued funding will be formally renewed on an annual basis and is subject to change depending on stewardship, program performance, and the amount of funding available. Checks are paid quarterly beginning in September 2016. See Key Dates in Appendix for additional timeline/dates. SUBMISSION A complete Application Packet will contain the following elements: 1. Program Summary 2. Program Narrative 3. Number of Unduplicated Clients Chart 4. Logic Model 5. Measurement Tool-include a copy of each measurement tool (and scoring key, if applicable). Examples: pre/post-surveys, tests, assessments, etc. 6. Program Budget 9 P age
7. Program Budget Narrative 8. Evaluation Narrative 9. Stewardship Documents 10. Signature ALLOCATION ACCEPTANCE If the proposal is selected for United Way Allocations, the organization will receive the following documents via email by August 31 st, 2016: Allocation Award Letter Proposal Feedback Form Investment Agency Agreement By executing the Investment Agency Agreement, the organization accepts all United Way allocations as awarded in the United Way Allocation Award Letter. In order for the organization to receive the awarded funds, the organization must agree to all United Way requirements for the accepted United Way funding, as outlined in the Investment Agency Agreement. The Agreement must be signed and dated by the organization s Executive Director other authorized representative. A copy of the agreement is included in the Appendix. 10 P age
COMMUNITY IMPACT GRANT APPLICATION Below are directions on how to complete each section of the application. This document cannot be submitted as your official Application. All Applications must be submitted online via Community Force at https://uwsemo.communityforce.com Program Request Summary Complete this section 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. Organization Contact Information Legal Name of Organization: (enter text) Doing Business As (if applicable): (enter text) Mailing Address: (enter text) City: (enter text) State: (enter text) Zip Code: (enter numeric) Phone: (enter phone number - - ) Fax Number: (enter phone number - - ) Organization Website: (enter text) EIN: (enter numeric - ) Agency Mission Statement: (enter text) Type of Organization: (enter text) Please indicate what type of organization this is (i.e. human service provider, chamber of commerce, university, church, school, etc.) CEO or Executive Director Contact Information This person cannot be the same as the Board Chair Salutation: (Mr./Mrs./Ms./Dr.) Title: (enter text) First Name: (enter text) Last Name: (enter text) Phone: (enter phone number - - ) Email: (enter text) Board Chair Contact Information (if applicable) Please enter contact information for the Board Chair who will serve in July 2016. This person cannot be the same as the CEO/President or the Program Contact. 11 P age
Salutation: (Mr./Mrs./Ms./Dr.) Title: (enter text) First Name: (enter text) Last Name: (enter text) Phone: (enter phone number - - ) Email: (enter text) Address: (enter text) City: (enter text) State: (enter text) Zip Code: (enter numeric) Program Contact Information (if applicable) Please enter 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 or CEO/Executive Director. Salutation: (Mr./Mrs./Ms./Dr.) Title: (enter text) First Name: (enter text) Last Name: (enter text) Phone: (enter phone number - - ) Email: (enter text) Program Summary Program Name: Please indicate the name of the proposed program being submitted for funding. (enter text) Number of years the proposed program has been in operation: (enter numeric) Impact Area (Select one from drop down: Education, Income, Health): Select the Impact Area that the proposed program is being submitted under and will be addressing a Strategy within. Primary Strategy Area (select one from drop down): Select the Primary Strategy Area that the proposed program is addressing. The Strategy Area must align with the Impact Area selected. Strategy Area Choices: Education- Early Childhood Literacy Afterschool and Summer College and Career Preparation Parents and Mentors 12 P age
Income- Workforce Development Financial Capability Financial Stability Basic and Emergency Needs Health- Access to Care-Mental Health Health Behaviors-Family Violence Health and Independent Aging Secondary Strategy Area(s): (select from drop down, may select multiple): Select the Secondary Strategy Area(s) that the proposed program is addressing (if applicable). The Secondary Strategy Area(s) must align with the Impact Area selected. Common Measures Addressing: Please list which common measure(s) most align(s) with the Primary Strategy selected. (select from dropdown, must select at least one) Additional Common Measures Addressing: Please list any additional common measure(s) that may align with Secondary Strategy(ies) identified. (select from dropdown) Request Amount: Please indicate the total dollar amount being requested to fund the proposed program for the 2016-2017 fiscal year. Do NOT include a combined three-year funding request. There is no minimum or maximum request amount. Please round to the nearest whole dollar. (enter currency) Program Summary (enter text: 500 word count): Please share the goal of the proposed program and include a brief list of key program activities and outcomes. This answer will be included on the grant portfolio section of the UWSEMO website and other marketing material. What is the Geographic Area Served? (enter text: 300 word count): What is the specific geographic service area for the program? In addition select primary service area (where the majority of the clients served reside) from drop down (City of Cape Girardeau, Cape Girardeau County, City of Jackson, City of Marble Hill, Bollinger County, Scott City, Scott County, City of Perryville, Perry County) Preferred location of Site Visit (enter text: 300 word count): Please provide the name of the location, full address, parking instructions, and any special directions or landmarks. From Site Visit Schedule, Days/Times UNAVAILABLE for Site Visit (enter text: 300 word count): Please refer to the Site Visit Schedule located in the Appendix and indicate which dates/times you are unavailable for a Site Visit. It will be assumed that, unless otherwise indicate here, you are available for a Site Visit on all dates and times listed. Name and phone number of person to contact DURING the Site Visit in case of emergency: Name: (enter text) Phone Number: (enter phone number - - ) 13 P age
This person should be someone who will be at the Site Visit with a cell phone OR able to reach someone at the Site Visit with a cell phone. This is in case the Panel is running late, lost or had some sort of emergency arise. Please include name and cell phone number. PROGRAM NARRATIVE Complete this section 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. Statement of Needs What is the specific need the program plans to address or currently addresses? (enter text: 500 word count). What evidence-based practice(s), proven practice(s), and/or promising practice(s) do your program activities incorporate that will reduce the need? (enter text: 2,500 word count) Please explain how research-based strategies, best practices or model programs support your approach. If the program is not informed by research, best practices or model programs, explain why this is the case. Research should be less than ten years old and include the source of information. Rationale: This question provides the opportunity to present why this program is needed in your community and why funding is being requested. Being able to answer all of the topics outlined in this question demonstrates potential effectiveness of the program. Key Program Staff List the key individuals who are involved in the operation of the proposed program as well as volunteer activity (enter text: 1,000 word count for each bullet): Please include all employees and volunteers who directly oversee, manage, and/or implement the proposed program. A satisfactory description should include the job title and brief job description. If you plan to hire any additional staff who will be involved with the proposed program, please describe the qualifications required. Briefly explain how volunteers are used in the program, and list the number of volunteers and total volunteer hours utilized. If volunteers are not used, please briefly explain why this is the case. 14 P age
Rationale: Successful programs depend on qualified staff members and/or strong volunteer networks. Highlighting the collective experience of staff and the use of volunteers helps illustrate the capacity of the program to provide high quality services that are relevant, current with industry best practices, and able to adapt as new information becomes available. Program Description (enter text: 1,000 word count for each bullet): Detailed 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 in detail and explain how the activities are accessed by clients; a reader with no previous knowledge of the program should be able to understand how the primary activities function and interact. If applicable, include how many days and hours or units of service are delivered through the primary activities. Brief Description of Secondary Program Activities- Secondary program activities refer to tasks, projects, or services that provide important program support but do not directly impact program outcomes. Please describe each secondary activity briefly and explain why such activities contribute to the program s success. Program Outreach- Please describe your outreach techniques and how you locate individuals or families to participate in your program. Describe whether you use referral networks, direct engagement, advertising, etc. to attract participants to your program. Program Criteria- Please briefly describe the criteria used to determine whether or not an individual or family is eligible to receive services from the program. Include information about any special intake procedures completed by program staff. Client Flow- Please describe what the client will experience as they flow through your program. 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. Strategy Alignment- Please describe how this program will support the strategy(ies) identified in the Program Summary and move the needle on UWSEMO goals and target areas outlined in the Education, Income, and Health Supplements. Rationale: This question provides the opportunity to present a thorough description of the specific program for which funding is being requested. Being able to answer all of the topics outlined in the questions demonstrates a well-conceived program that addresses a clearly defined issue. Collaborative Efforts (enter text: 2,000 characters): Describe how the program connects and collaborates with other service providers and articulate the intent and benefit of the approach; List the top 5 most important partnerships the agency has with other community based organizations. 15 P age
For each partnership listed, please describe if the relationship is Coordinated or Collaborative and then describe the relationship: o Coordinated: Organizations/Agencies that provide referrals to your organization for service provision. o Collaborative: Partners share a common agenda for program activities, provide integrated program activities, and /or share administrative/fiscal responsibilities. Rationale: Successful programs typically utilize collaborative networks. Regardless of form-partnerships, collaboration, cooperation, or coordination-these relationships, or strategic alliances, can serve a variety of purposes, including resource sharing, policy influence, and improved operational efficiency. TARGET POPULATION Program Difference (enter text: 2,000 word count) Describe how the program is different from other programs offering similar services in the community. Highlight specific benefits of your programming including the nature of program interventions, staff profiles, specialized training or competencies, etc. Describe how this works to benefit your program participants and helps to meet specifically identified needs. Describe the program s target population, including demographics. (enter text: 300 word count) NUMBER OF UNDUPLICATED CLIENTS 2016-2019 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, not the parents, unless the parents are also involved). Be sure numbers are of individual clients and are not duplicative. If you are not collecting the information asked for, please fill in numbers as unknown, and fill in remaining numbers as 0. Make sure the values in each of the five Total sections are equal within each of the funding year columns. This will be in a different format on the Community Force online application. Gender Ages of Clients Category Male Female Gender Unknown Total Gender Ages Birth -5 Ages 6-12 Ages 13-18 Ages 19-21 Actual-2015-2016 Proposed-2016-2017 Proposed-2017-2018 Proposed 2018-2019 16 P age
Race/ Ethnicity County of Residency Household Income Level 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 Two or more races Other Race/Ethnicity Unknown Total Race/Ethnicity Cape Girardeau County Scott County Bollinger County Perry County Unknown Residence Total Residence Under $24,250 $24,251-35,200 $35,201-56,300 Over $56,300 Income Unknown Total Income 17 P age
Logic Model A Logic Model serves as a visual summary of the proposed program, and should make it clear how various resources and activities lead to a successful client outcomes that align with United Way s Community Investment goals. It is not necessary to use complete sentences or provide descriptions within the Logic Model. All items listed in the Logic Model should be supported in more detail in other areas of the proposal. The specific expectations for each Logic Model section are described below. Resources/Inputs Provide a list of all resources that the program needs in order to provide the key program activities. The term resources should be interpreted broadly and can include staff teams, financial resources, expertise, key collaborations, instructional materials, etc. Activities Provide a list of program activities that directly impact program goals and outcomes. The term activities should be interpreted broadly and can include key processes, projects, services, course, interventions, or anything else that clients do in the program. Activities listed should clearly benefit from resources listed in the previous section. Only include activities that are described in the Program Narrative section of this proposal. Outputs Outputs are the direct numerical result of the program activities. Examples of outputs include the number of clients who complete each activity or the total number of hours provided during one of the program activities. Each output listed should relate to an activity listed in the previous section. Long Term Outcomes Long Term (Year 1) Outcomes are (S.M.A.R.T.): Specific, Measurable, Action-oriented, Realistic, and over Time create changes in a client s behavior, knowledge, or skills that will be tracked and reported to United Way during the first year of funding (July 1, 2016- June 30, 2017). Reviewing the Logic Model Once each of the sections is completed, it is helpful to read through the Logic Model in order to identify any potential gaps. A Logic Model Guide is included as a point of reference. When reviewing, pay attention to the following questions: 18 P age
Consistency: Is the information listed in each section supported in detail in other narrative sections of the proposal? Logical Flow: Does each section flow clearly into the next section (ex: do the activities clearly make use of the resources )? Content: Is the Logic Model missing any key information? Does the Logic Model include information that is not important? Does the Logic Model contain information that is not in the narrative portion of the proposal? LOGIC MODEL GUIDE Resources Activities Outputs Long Term Outcomes What is invested Clients Funding Staff Facilities Research Technology Volunteers Materials Partners What is done Services provided Workshops Case Management Assessments Appointments Trainings Things you count Client demographics/ characteristics Geographic information Participating Recruitment Learning objectives Numbers served Wait list duration Units of service provided Initial or Behavioral Outcomes Expected in Year 1 State the percent and number of clients that will improve, change, or modify their behavior or knowledge and by what percentage. This must include your Common Measure 19 P age
PROGRAM BUDGET Each revenue and expense figure included below should be specific to the proposed program. United Way Request as a Percent of Total Expenses Budget Amounts Amount Requested from UWSEMO 2016-2017 Total Program Expenses Percent You will complete the Program Budget (Revenue and Expenses) on a Budget Template Form to be completed and then uploaded in Community Force. Program Revenue Government Grants Foundations Corporations Individual Contributions Fundraising Events or Products Government Contracts Fee for Services Other Total Actual-2015-2016 Estimated-2016-2017 Projected-2017-2018 Projected 2018-2019 Program Expenses Salaries & Wages Benefits & Payroll Taxes Consultant/Professional Fees Office Supplies/ Materials Rent/Occupancy Actual-2015-2016 Estimated-2016-2017 Projected-2017-2018 Projected 2018-2019 20 P age
Utilities Marketing Travel, Transportation Staff Development Other Total Cost Per Client This section will look different in Community Force Total Program Expenses Total Unduplicated Clients Average Cost per Client Actual-2015-2016 Estimated-2016-2017 Projected-2017-2018 Projected 2018-2019 Reviewing the Budget Once the budget is complete, it is helpful to read through the budget in order to identify any potential gaps or inaccuracies. When reviewing, pay attention to the following questions. Accuracy: Are the numbers listed in each section accurate? Consistency: Are figures that appear in multiple sections of the proposal, such as program request, total program expense, and clients served consistent throughout the proposal? Alignment: Are the items and amounts listed under UW Request (FY2016-2017) supported by the information in the Budget Narrative? PROGRAM BUDGET NARRATIVE How will UWSEMO requested funds be used, specifically? How will UWSEMO requested funds impact the program overall? (enter text: 600 word count): Please detail exactly how the proposed program plans to use the funding amount requested (i.e. expansion of the program, additional staff, more locations, etc.) 21 P age
Please explain any significant budget variances as well as areas of the budget that may require additional explanation. The response must also indicate if UWSEMO funds will be used as a match grant. (enter text: 2,000 words): Rationale: Nonprofits have an obligation to act as responsible stewards in managing their financial resources. Developing a budget is a key step in managing a program. It reflects active decisionmaking with regard to how resources will be allocated to accomplish the program s goals and objectives. Was this specific program awarded funding in the 2013-2015 funding cycle? Yes No (radio button) If this specific program was awarded funding in the 2013-2015 funding cycle, please provide a funding summary. (enter text: 500 word count): A funding summary should briefly list the numerical dollar amount awarded. Rationale: This question provides the opportunity to briefly illustrate the extent to which UWSEMO has supported the particular program in the past. 22 P age
EVALUATION NARRATIVE Outcomes What are the estimated outcomes that will be reported to United Way for Year 1 of the proposed program? (enter text: 1,000 word count) This should be consistent with your Logic Model. What are the estimated outcomes that will be reported to United Way for Year 2 of the proposed program? (enter text: 1,000 word count) What are the estimated outcomes that will be reported to United Way for Year 3 of the proposed program? (enter text: 1,000 word count) This should be consistent with your Logic Model. Each year can include initial (also known as short- term outcomes) and/or behavioral outcomes (also known as long-term outcomes). For each outcome listed, please state the percent and number of clients that will improve/change/modify their behavior or knowledge and by what percentage. Year 1 Outcomes must match the outcomes stated in your logic mode, in the Long Term Outcome section. Outcomes should be S.M.A.R.T (Specific, Measureable, Action-Oriented, Realistic, Timed). Outcome statements typically include: o For whom (i.e., participants, children, families, etc.) o The change or desired effect (i.e., increase, decrease, improve, etc.); and o In what (i.e., ability to, skills for, knowledge of, understanding of, etc.); and o In what time/context (i.e., after completion of the program, during the program, after one month, etc.) Most outcomes will be stated in this format: x% (number) of clients will improve by x% or achieve x in a specific time frame. o Example 1: 70% (175) of students will show a 10-point increase in at least one core subject area between the first semester report card and the final school year report card. o Example 2: 95% (285) children will be up to date on their immunizations by 24 months. o Example 3: 90% (40) of participants will improve their ability to manage finances and increase their financial stability after completion of the 16-week program. Your outcomes must include Common Measure(s) selected in Program Summary. 23 P age
Please note the following: Depending on the structure of your program, each outcome presented must either: Track the progress of the same clients across a two- or three-year time span Track the progress of a different group of clients each year. Describe how the organization measures impact for each of the proposed outcomes listed above. (enter text: 4,000 word count) For each outcome listed above and also presented in the Logic Model, please address the following criteria: Please note the following: Who is responsible for measuring the outcome? What tool(s) is used to measure the outcome? When is the outcome measured? Why is the outcome measured in the manner presented? Make sure the tools and methods used will be able to measure the achievement of the outcomes presented above. Make sure the outcomes listed above are also listed in the appropriate columns of the Logic Model. There should be no new information presented in the Logic Model that is also not presented in either the Program or Evaluation Narratives. If the tool(s) used has evidence-based research to support its use, please provide the citation and supporting research. Upload your measurement tool(s) to Community Force and label clearly. UPLOADING OUTCOME MEASUREMENT TOOLS Outcome Measurement Tools (pre/post-survey, test, assessment, etc,) are required to measure the outcomes associated with a program. Each outcome requires a measurement tool to be uploaded to Community Force. Please label each tool and include answer keys where relevant. Common Measures Overall, please describe how the program will track common measures, with specific reference to: (enter text: 2,000 word count) (refer to Impact Area Supplements and Common Measures FAQ in Appendix) o Measurement tools o Timing of measurement 24 P age
o Frequency of measurement Historical Results Summarize historical evaluation results or findings that demonstrate the program s impact. Indicate the time frame for the results or findings. (enter text: 3,000 word count) Summarize the evaluation results for the proposed program for which the organization is requesting funds. Be sure to include the time frame covered by the evaluation results. For programs awarded funding in previous years, final results for the 2014-2015 year and progress to date on 2015-2016 outcomes must be presented. For programs that are not brand new, but have not received funding through UWSEMO before, please include three years of historical results. For brand new programs, the answer to this question should incorporate any justification or model program for beginning the program. Do not be afraid to share disappointing results. The key is what the organization learns from experience and how it adjusts program practices in light of the results. Since nonprofits are addressing very complex social issues, it is a real sign of strength to have uncovered an area of opportunity to improve a program approach. Deliberately working to address those flaws can lead to improved outcomes in the future. Program Participant Feedback (enter text: 1,000 word count) Describe how you use program participant feedback (including customer satisfaction) in improving the program. Applicants should also discuss how feedback is incorporated into day-to-day activities. Rationale: The strongest nonprofits evaluate their work, analyze and understand the results, and implement modifications to improve programming. UWSEMO wants to work with the best programs that make the most impact in order to improve the lives in our communities. In order to do this, UWSEMO must fund programs that achieve measureable impact in our strategy and goal areas. *Income Supplement Question Each applicant must also answer the supplemental question if selecting Income Focus Area. See Income Supplement. Approval & e-signature Form An e-signature is required from the service provider CEO/Executive Director and Board President verifying that they have reviewed and approved the entire organization application packet before submission to United Way. 25 P age
CEO/Executive Director This organization application packet has been reviewed and approved by the CEO/Executive Director. By typing your name here, you, the CEO/Executive Director are signing a contract verifying that you have reviewed and approved the entire organization application packet. Review & approval date: CEO/Executive Director name: Board President (if applicable) This organization application packet has been reviewed and approved by the Board President. By typing your name here, you, the Board President, are signing a contract verifying that you have reviewed and approved the entire organization application packet. Review & approval date: CEO/Executive Director name: 26 P age
SELECTION CRITERIA Each proposal will be assessed and scored according to the following criteria: Organizational Capacity a. The applicant organization has provided a clear explanation of its mission, vision, and goals. b. The applicant organization possesses the staff, space, and equipment, and general organizational capacity to implement the work plan/logic model. c. The applicant organization has experience in providing initiatives/programs of the general sort being proposed. d. The applicant organization s current budget demonstrates diversified funding sources. Program Structure a. If a current/existing program, the applicant organization has adequately described i. Current services being provided; ii. The geography the program services; iii. The number of unduplicated clients served. b. The proposed program/initiative included a thorough description of how UWSEMO grant funding will be used, to include the following: i. Program services that will be provided; ii. Target population for program services; iii. UWSEMO communities that will be served; iv. Approximate number of unduplicated clients that will be served. Investment Focus Area Alignment a. The proposed program/initiative provides a thorough description of: i. How investment area goals will be addressed; ii. If special-emphasis interest areas are addressed and how; iii. The specific activities/outputs that will be provided as a part of program services; iv. The specific outcomes and corresponding indicators that will be measured, tracked, and reported as a part of program services. Soundness of Approach a. The suggested approach is supported by evidence-based strategies. b. Program proposal provides a clear description of cost per client. c. Program proposal demonstrates a return on investment with measureable benefits to the targeted community. 27 P age
d. Program proposal provides a clear description of community outreach and strategies for targeted participant identification, engagement, and retention. e. Program proposal clearly describes resources (# s of FTE, volunteers, equipment, and supplies) needed to achieve outputs and outcomes. f. Program proposal describes how the proposed initiative/program will contribute to moving the needle on the selected outcomes/indicators. Achieving Results/Program Evaluation a. Program proposal provides a comprehensive logic model and evaluation plan that meets the criteria for a high-quality evaluation process. Program Budget & Expenditure Detail a. If the program is current/ existing, the program proposal adequately describes current funding sources. b. For the grant funding request, the program proposal thoroughly describes a plan to ensure sustainability. c. The grant request amount seems adequate to support the proposed initiative/program. d. Program proposal adequately describes how the requested grant funding will be used. Special Interest Areas UWSEMO strongly encourages application submission by collaborations comprised of multiple programs from different agencies. UWSEMO financial support will be provided to the organization identified as the lead agency of the collaboration. All collaborating agencies must adhere to UWSEMO s funding policies and procedures. Collaborations are required to include a Memorandum of Understanding(s) between participating agencies as part of the application. Special Populations Persons living below the federal poverty level 28 P age
APPENDIX COMMON MEASURE-Frequently asked questions What are Common Measures? Common measures are utilized when agencies and/or programs use a set of uniformly defined outputs and outcomes in order to evaluate programmatic efforts in a collective and systematic manner. As an applicant for United Way funding, programs will be expected to track and report on self-selected common measures throughout the three-year cycle. Reporting will take place annually for each year that funding is received. It is understood that most programs lack the capacity to provide the extent and depth of services necessary to report on all common measures. We also understand that some of the common measures are more difficult to track than others. Over time, more programs will build the capacity to measure more common measures, but at this juncture we only expect programs to track what is relevant to their existing programs and what they are capable of measuring. Why use Common Measures? United Way of Southeast Missouri is committed to positively impacting our community in the areas of Education, Income, and Health; utilizing common measures is one method of achieving this vision. Utilizing common measures will allow the entire nonprofit sector to overcome fragmentation and to work collectively toward community impact. In the article Breakthroughs in Shared Measurement and Social Impact, the authors describe the many benefits of utilizing common measures (called shared measurement in the article). The article states that common measures offer a new vision of the nonprofit sector that goes beyond the current focus on one-off grants and capacity building for individual organizations. Recognizing that no single initiative can solve major social problems, these breakthroughs (referring to shared measurement) offer ways to increase efficiency, knowledge, and effectiveness of the entire system of interrelated organizations that affect complex social issues. Developing and implementing common measures is the next step in United Way s Impact funding strategy. Will the Common Measures look the same in each Impact Area? 29 P age
No, although Education, Income, and Health all have common measures, each impact area has taken a different path to arrive at the current common measures. Education began developing common measures in 2008 and, as a result, has the most robust set of income measures. Income began developing common measures in 2014 through the work of the Income Task Force. Health began the common measures development process in the fall/winter of 2015. Each Impact area will have specific instructions on selecting common measures and can be found in the Impact Area s Supplement. May I choose to report on Common Measures from any Impact Area? No. At this time you may only choose to report common measures if you are funded through that Impact Area. You may select multiple Common Measures, however, aligned with Primary and Secondary Strategy(ies). How will United Way use Common Measures? Common measures will be used, in conjunction with program- specific outcomes (where applicable), to make funding decisions, monitor programs over time, and to better communicate to our donors and the community United Way s work and progress toward achieving our community-directed goals. 30 P age
Site Visit Schedule July 5 th -8:30am-12:30pm or 1:00pm- 5:00pm July 7 th -8:30am-12:30pm or 1:00pm- 5:00pm July 11 th -8:30am-12:30pm or 1:00pm- 5:00pm July 13 th -8:30am-12:30pm or 1:00pm- 5:00pm July 15 th -8:30am-12:30pm or 1:00pm- 5:00pm 31 P age
STEWARDSHIP DOCUMENTATION CHECKLIST Please use this form as a reference. You will need to complete the checklist in Community Force and submit these documents by the relevant stewardship deadline. For the purpose of the Stewardship process please provide documents that are as local as possible. For example, if you are the local chapter of a national organization please provide local chapter documents where available. Please submit these documents: 1. Audit- Most recent audited Financial Statements. Service Providers are expected to obtain an audit of their Financial Statements within six months of the end of their Fiscal Year. The audit is expected to be done within Generally Accepted Accounting Principles. To qualify, the Audit must have a year-end no older than 18 months before the application deadline. * a. Organizations with an annual budget of $500,000 or more, must submit a full, independent audit and management review letter. b. Organizations with an annual budget of at least $100,000 but less than $500,000 are required to submit a review of their financial statements from an outside, independent CPA firm. c. Organizations with an annual budget of less than $100,000 must submit an un-reviewed internal financial statement. d. Exceptions are made for schools and religious institutions when necessary. 2. Management Letter- If the most recent audit had a management letter (also known as internal control deficiency letter) with it; please submit a copy of that management letter and your service provider s formal response. (A management letter is a detailed letter from the auditor that is usually addressed to the board of directors or the audit committee. It presents weakness identified during the audit and offers recommendations to address them.) 3. Tax return- Most recent IRS Form 990 or 990 EZ 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. 4. Budget- Most current Board-approved budget with comparison to previous year and current year to date actual revenue and expenditures. 5. Board Roster- Most current roster of you Board of Directors indicating those who are officers and members of the Executive Committee. 6. Unaudited Financial Statements: Most recent financial statements; should include a Statement of Financial Position (Balance Sheet) and Statement of Activities (Income Statement). 7. Disclosures- Please list any major changes and/or circumstances, fraud, litigations, investigation, or other related occurrences since your most recent audit that would affect the financial health of your organization. If there are not any disclosures, please indicate such when completing form online. 8. IRS Determination Letter- Most recent IRS determination letter. 32 P age
United Way of Southeast Missouri Investment Agency Agreement For the funding cycle July 1, 2016-June 20, 2019 The purpose of this agreement is to define a cooperative and mutually beneficial relationship between United Way of Southeast Missouri (UWSEMO) and its Investment Agencies (funded partners) so that together we achieve a purpose beneficial to all stakeholders: donors, clients, Investment Agencies and UWSEMO. This agreement is to be signed by both parties before allocations may be released. All funding is contingent up on the availability of funds and the agency s ability to provide quality service to its clients. Nothing in this document is to be construed as a guarantee of funding. In order to develop and maintain an effective relationship between UWSEMO and its Investment Agencies, the UWSEMO Board of Directors of UWSEMO wishes to establish guidelines and responsibilities to be observed during the period an agency is accepted for membership. Both agencies understand that this is a voluntary relationship requiring teamwork, understanding, and cooperation for the benefit of the entire community. Both UWSEMO and the Agency agree to: Work cooperatively and collaboratively with each other and with other agencies both not-for-profit and public, in meeting the health and human service needs in the communities we collectively serve Comply with all applicable laws and regulations Demonstrate responsibility for the organization s administration and financial management UWSEMO Responsibilities: Conduct an annual community-wide fundraising campaign and use its best efforts and practices to solicit gifts and contributions to support work in the focus areas of Education, Income, Health for Southeast Missouri 33 P age
Inform the community about the positive impact of the entire UWSEMO network of Investment Agencies at every opportunity and through a comprehensive communications and marketing program Recognize the responsibility and authority of each Investment Agency through its governing Board of Directors to determine its own policies and manage its own programs within the scope and spirit of this agreement Utilize trained volunteers and staff to make recommendations to achieve the greatest impact in meeting the current social service needs of the community as approved by UWSEMO Board of Directors Conduct an annual volunteer Investment Review Panel fund distribution process and maintain responsible stewardship on behalf of contributors, participating agencies and the community. Agency Responsibilities: The success of the UWSEMO campaign is greatly impacted by agency recognition of UWSEMO funding and partnership. As a recipient of funding, the agency agrees to utilize all opportunities to inform the public of the value of United Way to the community and to make known in every practical manner that the agency is a recipient of community support through UWSEMO. The agency thus agrees to identify itself as an Investment Agency of UWSEMO on its communications, including but not limited to: Printed documents, such as newsletters, press releases, letters, billboards and other material Electronic communications, such as websites where they exist Broadcast communications, such as television or radio spots Social media, such as Facebook or Twitter Public speaking opportunities and presentations The agency also agrees to: Provide speakers for events and campaign presentations, host program tours and educate staff and volunteers about United Way Attend and participate in UWSEMO events and encourage support/participation from stakeholders and Board of Directors 34 P age
Conduct an annual United Way fund-raising campaign among your employees and Board Members Have Executive Director and appropriate program staff participate in quarterly Investment Agency meetings Have Executive Director and appropriate program staff attend applicable training opportunities, including but not limited to trainings for outcomes, reporting, and evaluation Accountability- UWSEMO is accountable to its donors. Therefore, the agency must agree to: Provide services within your area of expertise without regard to age, sex, race, national origin, creed, color, disability, or religious affiliations (or lack thereof). Maintain a responsible management, governing body, and staff to administer its programs and/or services. Cooperate with other agencies, both public and private, in preventing duplication of efforts and in promoting efficiency and collaboration. Provide the highest quality of service possible with the well-being of the client as the highest priority. Funding Discontinuance Guidelines: In rare and unusual circumstances, the Investment Agency Panel may recommend that UWSEMO discontinue program funding for one or more of the following reasons: 1. Failure to comply with the Investment Agency Agreement 2. Cessation of program activities 3. Announcement of agency dissolution 4. Revocation of 501c3 status 5. Suspension or revocation of necessary licensure or certification 6. Loss of other funding or contracts calling program performance into question 7. Failure to supply program reporting data or other required documents by due dates 8. Inadequate or deteriorating program performance or outcomes 9. Noncompliance with federal or state governance requirements 10. Circumstances that call into question the integrity of the organization or staff 35 P age
The terms of this agreement have been reviewed and accepted by the authorized representative of UWSEMO and the agency. Agency Name: Authorized Signature: Date: United Way of Southeast Missouri Executive Director Signature: Date: 36 P age
Key RFP Dates April 1, 2016- RFP Open for Completion Online April 4 th -5 th, 2016- We are holding three optional informational sessions at the United Way Conference Room at 430A Broadview St., Cape Girardeau, MO. To RSVP, please email melissa.stickel@unitedwayofsemo.org. Sessions to choose from include: April 4 th, 8am-10am April 4 th, 1pm-3pm April 5 th, 11am-1pm April 13 th and April 15th, 2016-Optional/Limited Application Draft Reviews- UWSEMO Director of Community Impact will review and provide feedback during an individual one-hour meeting beginning at 730 am, and each hour on the hour throughout the day, with the final meeting at 230 pm. Appointments are first-come, first-serve, and can be secured by emailing melissa.stickel@unitedwayofsemo.org. Reviews will be limited to those two days. *A draft review is meant to provide assistance in completing a grant application. A draft review does not guarantee funding. Comments or feedback made by United Way staff can be used as an organization chooses. May 13 th, 2016- Application deadline and beginning of review period. No applications (or application revisions) will be accepted after this date. May 18 th, 2016-Vetting Committee Review May 24 th, 2016- Community Investment Panel Review Instruction Meeting May 25 th - June 14 th, 2016- Application Reviews & Scoring Online June 15 th, 2016-Vetting Committee Review to select for Site Visits July 1 st, July 15 th, July 17 th, July 11 th, July 13 th, 2016- Site Visits July 28 th, 2016-Community Investment Panel prepares recommendations to present to Community Impact Committee August 16 th, 2016-Community Impact Committee prepares recommendations to present to Executive Committee August 17 th, 2016- Executive Committee prepares recommendation to present to Board of Directors 37 P age
August 25 th, 2016- Board of Directors approves final allocation decisions. August 31 st, 2016- Applicants will be notified whether or not they have been selected to receive UWSEMO funds and provided information about allocation determinations, in writing. June 30, 2016: If your program is currently receiving funding and is not successful in the 2016-2019 investment proves, your UWSEMO program funding will end on June 30 th, 2016. July 1 st, 2016- If your application has been approved for funding, your program funding will begin in accordance with written correspondence provided to your organization when announcements are made on August 31 th, 2016. Mid-September, 2016-First Quarter Allocations Check Mid-December, 2016-Second Quarter Allocations Check Mid-March, 2017 Third Quarter Allocations Check Mid-June, 2017- Fourth Quarter Allocations Check July 30 th -2017- Year 1 Outcomes Due August, 2017- Community Investment Panel reviews Annual Outcomes and makes recommendations to Board; Board Approves Year 2 Funding July 30 th, 2018- Year 2 Outcomes Due August, 2018- Community Investment Panel reviews Annual Outcomes and makes recommendations to Board; Board Approves Year 3 Funding July 30 th, 2019-Year 3 Outcomes Due 38 P age
EDUCATION SUPPLEMENT COMMUNITY IMPACT GRANTS FUNDING YEARS 2016-2019 39 P age
Education Supplement Education is a lifelong experience that begins well before a child ever sets foot in a classroom and continues long past a cap-and gown commencement. It is the broadest avenue to opportunity and the most influential factor in ensuring that children will grow up to be successful adults. United Way of Southeast Missouri s Education Impact Area goal is to increase high school graduation rates and post-secondary success, ensuring all students demonstrate career readiness. Affecting change requires a clear-eyed view of the problem and its roots. That is why the entire education continuum- from birth through age 21- must be in our sightline if we are to move the needle. One strategy UWSEMO implements to achieve the Education Area goal is to invest in highly impactful programs that provide services in at least one of the five Education Strategy areas that increase every child s chance for success in school, work, and life. The table below provides a description of each strategy area along with examples of program components that fit within each area. Early Childhood: Preparing children ages 0-5 to enter kindergarten developmentally on track to learn at the kindergarten level. Supporting optimal development in children ages 0-5 through family and/or child-focused programming. Literacy: Programs that increase language and literacy skills for young children. Afterschool and Summer: Providing students the opportunity to continue high-quality learning outcomes of regular school hours; programs that improve school participation through access to needed supports for school-aged children and youth; services designed to support positive academic outcomes through academic achievement, school attendance, and grade promotion. College and Career Preparation: Preparing students for high school graduation and beyond. These programs support students in developing skills that will build a foundation for success after high school graduation using college and/or career preparation strategies. Early child development Family engagement Quality childcare Pre-Kindergarten Early literacy development Early literacy development Accelerated reading Reading interventions Afterschool Programming Enrichment opportunities Extended school day Academic and/or social-emotional focus School day alignment Experiential learning Summer Programming Lessen summer learning loss Academic and/or social-emotional focus College Preparation Life skills, leadership and/or character building Academic: Literacy, ACT/SAT prep, AP courses College/student matching Financial aid process support College-focused mentoring/guidance Career Preparation Life skills, leadership and/or character building Career path awareness 40 P age
Parents and Mentors: Providing education and support to parents with young children; providing students with mentors who foster social/emotional and academic growth in students; providing ongoing processes that increase active participation, communication, and collaboration between parents/ guardians, schools, and communities with the goal of educating the whole child to enhance student achievement and success. Field specific knowledge and skills Employment skills to include technical knowledge and workplace culture/expectations Parenting Parent education Parent support Parent engagement Parent effectiveness Parent/Child relationship Mentoring Peer/mentor relationships One-on-one student support Academic and/or social-emotional focus Life skills, leadership and/or character building Student self-esteem COMMON MEASURES Applying programs will be required to report on Common Measures that align with services offered in the proposed program. Each program is required to report on at least one measure from the list of Common Measures below. One selected measure must come from the strategy area for which you are applying; any additional selected common measures may come from any education strategy area. A program is required to report on programmatic outcomes in addition to the Common Measures. It is encouraged to propose programmatic outcomes that are directly linked to the Common Measures a program selects. Please consider reporting on as many Common Measures as your current data collection allows. This includes Common Measures that are listed in other strategy areas outside of the one to which you are applying. It is more important that the selected Common Measures reflect the program than for the applicant to select a large number of measures. Think quality over quantity. For RFP award purposes, the program evaluation process will be more important than the number of common measures selected. Applying programs will use the separate Education Common Measure Form made available as an addendum to the original RFP to select the Common Measures they will report. Use the form to identify the Common Measure(s) within the strategy to which your program is applying and to identify any Common Measures outside the primary strategy area. Once you have selected the Common Measures, upload the completed Education Common Measure Form in Community Force in the Outcome Measurement Attachments Section. 41 P age
Early Childhood Number of students demonstrating kindergarten readiness Number of students meeting or exceeding developmental milestones Literacy Number of individuals that show improvement in grade-level reading skills Afterschool and Summer Number of students in Green on ABC Today! measurement tool Number of students who have improved on ABC Today! measurement tool Number of students promoted to the next grade level on time Number of students that show an improvement in reading level Number of students receiving academic enrichment or tutoring services Number of students that increase their assets* College and Career Preparation Number of students graduating high school on time** Number of individuals receiving life skills training Number of students that demonstrate an increase in college & career readiness knowledge and/or access Number of students that enroll into a post-secondary training (voc. tech./ 2yr. / 4 yr.) Parents and Mentors Number of students that report having a relationship with a mentor Number of parents/guardians that participate in engagement activities Number of parents/guardians that increase their level of communications with their child s school Number of parents/guardians that report an increase in volunteering at their child s school Number of parents/guardians that report feeling an increased sense of collaboration with their child s school *Search Institute 40 Developmental Assets http://www.search-institute.org/content/40-developmental-assetsadolescents-ages-12-18 **On-time is 4-year graduation 42 P age
INCOME SUPPLEMENT COMMUNITY IMPACT GRANTS FUNDING YEARS 2016-2019 43 P age
INCOME SUPPLEMENT United Way of Southeast Missouri s Income Area goal is to increase the financial stability of low-income families and to help vulnerable households achieve financial stability. Part of the strategy to achieve the Income Area goal is to invest in highly impactful programs that provide services in at least one of the following strategy areas. The table below provides a description of each strategy area along with examples of program components that fit within each area. Workforce Development: Programs that help lowincome individuals find and keep family sustaining employment. Job Training Vocational Training Adult basic education Internships Employment Services Career exploration and navigation Job readiness support Mentoring Financial Capability: Programs that help families acquire the knowledge, behaviors, and access to financial products and services needed to achieve and maintain financial goals. Financial Stability: Programs that assist families navigate health and human services to address financial crises. Support Services: interim child care with vocational training and employment, access to transportation and other services that help reduce barriers to employment for low-income or disadvantages individuals. Programs that only provide support services will be considered for funding if they are able to clearly show how support services positively impact employment services and outcomes. Financial Education and Coaching Financial education Financial coaching Financial counseling Goal setting Budgeting Products and Services Matched saving products/individual Development Accounts Credit building products Information and Referral Case Management Basic and Emergency Needs: Emergency Services Food Pantry Housing/Shelter COMMON MEASURES 44 P age
Applying programs will be required to develop projections for common measures that align with services offered in the proposed programs. If the program would like to report progress on a measure that is not listed on the common measures list, please add it to the other measures area. Programs that are able to demonstrate the ability to track more of the common measures will be more competitive than similar programs that are not able to track as many common measures. Workforce Development Number of individuals who complete a high school equivalency program. Number of individuals who enroll in /complete vocational or career and technical training. Number of individuals who enroll in /complete college. Number of individuals who secure employment. Number of individuals who maintain employment for 6 months. Financial Capability Number of individuals who create/maintain a money management plan for six months or more. Number of individuals who establish/maintain a bank or credit union account for six months or more. Number of individuals who reach short-term (within 1 year) financial goals by program completion. Financial Stability Number of individuals receiving case management support. Number of individuals who develop a plan to address financial crises. Number of individuals connected to resources. Basic Needs Number of individuals served. Number of specific types of services provided (clothing, shelter, food, etc.). INCOME SUPPLEMENT QUESTIONS 1. Please describe how the proposed program helps clients access financial stability services that fall outside of the primary strategy area, and explain to what extent those services are integrated into the proposed program. (2,000 characters). For example, if the primary strategy area is Workforce Development, please describe how your program helps client s access services in the Financial Capability area. If the primary strategy areas are Financial Capability, describe how your program helps client s access services in the Workforce Development area. Applying programs will be required to select a primary strategy area for funding. However UWSEMO is a strong proponent of the Working Families Success Network model, which emphasizes the importance of providing low-income families with a coordinated set of services in the areas of workforce development and financial capability. Programs that are able to demonstrate the ability to help individual s access workforce development and 45 P age
financial capability services will be more competitive than similar programs that are not able to demonstrate coordinated service delivery. To learn more about Integrated Service Delivery and the Annie E. Casey Foundation s approach: http://www.aecf.org/majorinitiatives/centerforfamilyeconomicsuccess/centersforworkingfami lies.aspx 46 P age
HEALTH SUPPLEMENT COMMUNITY IMPACT GRANTS FUNDING YEARS 2016-2019 47 P age