Transcript United Way PowerPoint Presentation Template

GIVE. ADVOCATE. VOLUNTEER.
LIVE UNITED
Heart of Florida United Way
Investing in Results
Request for Proposals (RFP) Concept Meeting
Agenda
I. Welcome
II. HFUW’s Investing in Results Grant Process
III. Request for Proposals (RFP)
IV. Collaborations
V. Q & A
VI. Adjournment
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History of Investing in Results
2006
2006:
Our Board of
Directors
approved the
move to
Investing in
Results
2007
2008
2007/2008: Conducted
first comprehensive
Tri-County needs
assessment in a
decade
January 2007:
Steering Committee
convened to guide
United Way’s shift to
Investing in Results
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August 2008:
Board of Directors
approved key
recommendations
2009
2010
Four Investment
Areas of Focus
First year of
Investing
in Results funding
in 2010
Volunteer
Structure
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Investing in Results
Investment Areas
• Alleviating Hunger and Homelessness
Strategies focused on: Food and supportive services to low-income and homeless
individuals and families through programs and initiatives that provide case
management, shelter, meals, counseling and access to community resources and
mainstream public benefits.
• Building Safe Communities through Education
Strategies focused on: Mentoring teens, improve high-school graduation rates and
promote life success.
• Developing Healthy Children and Families
Strategies focused on: Supporting healthy beginnings, access to healthy choices
and encouraging family engagement and lifelong education.
• Improving Financial Stability
Strategies focused on: Helping families increase their financial stability through
financial literacy programs, credit counseling, improved access to affordable
childcare and more.
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Investing in Results
• Goal is to create lasting, measurable
change.
• Program outcomes remain an important
measure at the intervention level.
• A shift in focus is required to include
measures of community impact—We want
to “move the needle” at the community
level.
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Volunteers Critical
BOARD OF DIRECTORS
Investing in
Results Council
Alleviating Hunger
& Homelessness
Building Safe
Communities
through Education
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Improving
Financial Stability
Financial Review
Developing
Healthy Children &
Families
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Investing in Results Council
Community leaders, cabinet chairs, others
COUNCIL GOALS
• Actively guides United Way’s Investing in
Results efforts
• Approves funding strategies
• Initiates new partnerships in the community
• Makes recommendations to United Way’s
Board of Directors
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Investing in Results Council
• (Chair) Ed Timberlake, Seaside National Bank & Trust
• (Vice Chair) Mark Brewer, Community Foundation of Central
Florida
• Robert H. (Bob) Brown, Heart of Florida United Way
• Dr. Michael Frumkin, College of Health & Public Affairs, UCF
• Mark A. Jones, Dr. P. Phillips Hospital
• Patty Maddox, Winter Park Health Foundation
• Dr. Ronald F. Piccolo, Rollins College
• Jacob Stuart, Central Florida Partnership
• Dr. Joy Taylor, Orange County Public Schools
• Chris Toadvine, Toadvine & Associates
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Investment Cabinets
Issue experts, community leaders, and others
CABINET GOALS
• Develop guidelines and criteria for
Community Investment competitive funding
process
• Review, select and recommend best
proposals to the Council
• Identify and facilitate additional community
partnerships to address critical needs in the
community
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Building Safe Communities
through Education Cabinet
• (Chair) Dr. Joy W. Taylor, Orange County Public Schools
• (Vice Chair) Honorable Alicia L. Latimore, Ninth Judicial Circuit
Court
• Polly Anderson, WUCF-TV
• Dr. Mike Blasewitz, Seminole County Public Schools
• Deputy Chief Charles Robinson, Orlando Police Department
• Dr. Tracy Salem, Orange County Government
• Dana Schafer, Osceola School District
• Laureen A. Wells, Insperity
Improving Financial Stability
Cabinet
• (Chair) Chris Toadvine, Toadvine and Associates
• (Vice Chair) Lisa Portelli, Winter Park Health
Foundation
• Carey D’Ortona, Orlando Health
• Dawn Murray, Florida Dept. of Children & Families
• Dr. Nana Robertson, Seminole State College
• Mike Schafer, Schafer, Tschopp, Whitcomb, Mitchell &
Sheridan, LLP
Developing Healthy Children
and Families Cabinet
• (Chair) Dr. Ronald F. Piccolo, Rollins College
• (Vice Chair) Debra Knox, University of Central Florida
• Dr. Nancy Ellis, University of Central Florida
• Therry Feroldi, The Health Council of East Central Florida
• Belinda Johnson-Cornett, Osceola County Health Department
• Dr. Merewyn E. “Libba” Lyons, Orange County Public Schools
(Retired)
• Debbie Watson, Winter Park Health Foundation
• Karen Willis, Early Learning Coalition of Orange County
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2014 – 2015
Competitive
Request For
Proposal (RFP)
Grant Process
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RFP Document
• RFP Overview (p. 1)
• Important Dates (p.1)
• Communities of Interest (p. 2)
• Evaluation of Program Outcomes and
Community Impacts (p. 2)
• Eligibility (p. 2)
• Required Program Structure, Components
and Essential Elements (p.3)
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RFP Document
• Selection Criteria (p. 4)
• Award Information (p.6)
• Applicant Responsibilities (p. 6)
• Application Process (p. 6)
• Stage I (p. 6)
• Stage II (p.7)
 CFCF Knowledge Base (p. 7)
• Stage III
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2014 – 2015 Competitive
RFP Process
• Began in October with media release, emails and
mailings
• Interested organizations may find detailed
information at http://www.hfuw.org.
• Areas issuing RFPs:
 Building Safe Communities through Education
 Developing Healthy Children & Families
 Improving Financial Stability
 Collaborative Initiatives / Programs
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Communities of Interest
HFUW is especially interested in
initiatives/programs targeting the following areas:
Orange County:
Parramore (32805); Pine Hills (32808); Pine Castle
(32809); Carver Shores (32811); Bithlo (32820); Oak
Ridge/Holden Heights (32839)
Osceola County:
S. Osceola (34739, 34972); Kissimmee (34741,
34744); Buenaventura Lakes/BVL (34743);
Poinciana (34758); E. Osceola (34773)
Seminole County:
Altamonte Springs (32701); Fern Park (32730);
Sanford (32771, 32773)
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Schools of Interest
HFUW is also interested in initiatives/programs
targeting the following schools:
Orange County:
Carver Middle School, Evans High School, Lovell Elementary, Memorial
Middle School, Nap Ford Community School, Palmetto Elementary
School, Shingle Creek Elementary, Winegard Elementary, Zellwood
Elementary
Osceola County:
Central Avenue Elementary, Reedy Creek Elementary School, Ventura
Elementary School
Seminole County:
English Estates Elementary School, Journeys Academy - Alternative
Middle/High School, Midway Elementary School, Milwee Middle School,
Pine Crest Elementary School
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2014 – 2015 Competitive
RFP Process
Stage I
• Organizations visit HFUW’s website for complete
details
• Organizations attend Concept Meeting to learn
more about grant opportunities
• Interested organizations invited to submit an
electronic Letter of Interest (LOI)
• LOIs are reviewed by the Cabinet
• Cabinet approves organizations for Stage II
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Eligibility / Minimum Criteria to
Apply (Stage I)
•
Is a not-for-profit organization, has Articles of
Incorporation and exemption from federal
income tax under Section 501(c)(3).
•
Has most recent annual certified audit or
financial statements and annual report.
•
Has IRS Form 990 or 990EZ.
•
Has current fiscal year budget.
•
Serves Orange, Osceola, and/or Seminole
County.
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Letter of Interest (Stage I)
LOI must demonstrate:
•
Alignment with investment area goals.
•
How the listed activities/outputs and
corresponding outcomes/indicators apply to
the proposed program/initiative.
•
The geographic area that will be served.
•
The target population for services.
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Letter of Interest (Stage I)
LOIs have been screened out because:
•
Applicants did not meet the minimum criteria
to apply.
•
The proposed program did not align with
HFUW’s investment areas.
•
The LOI was incomplete and/or insufficient
detail was provided.
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2014 – 2015 Competitive
RFP Process
Stage II
• Applicants attend a technical training and receive
log-in information
• RFP completed online
• RFPs are reviewed by the Cabinet
• Cabinet approves applicants move on to Stage III
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Online Application Selection Criteria
(Stage II)
1. Organizational Capacity
2. Program Structure
3. Investment Area Alignment/Collaborative
Initiatives Investment Area Alignment
4. Soundness of Approach
5. Achieving Results / Program Evaluation
6. Program Budget & Expenditure Detail
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Online Application (Stage II)
Submitted applications have been screened
out because:
•
The application was incomplete and/or
insufficient detail was provided.
•
The applicant did not demonstrate the
capacity to provide the proposed program
services.
•
Insufficient detail was provided about the
program’s structure and how services will be
provided.
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Online Application (Stage II)
Submitted applications have been screened
out because:
•
The application did not match what was
proposed in the LOI and/or did not align with
HFUW investment area goals.
•
The proposed program was not backed by
evidence based practices.
•
Specific outcomes that align with investment
area goals were not identified.
•
The program budget was not clearly
explained.
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2014 – 2015 Competitive
RFP Process
Stage III
• Applicants participate in Q&A sessions with the
Cabinet
• Cabinet formulates recommendations
• Recommendations presented to Council
• Council reviews recommendations across all
Cabinets
• Council makes recommendations to Board of
Directors
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Investing in Results Goals
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Building Safe Communities through
Education
Building safe communities through education
is defined as providing students and their
families with the educational opportunities to
support their success from the cradle to
career.
• The proposed program/initiative must align with
Heart of Florida United Way’s Building Safe
Communities through Education priorities.
• Proposals must demonstrate that services to be
provided are tailored to meet the needs of the
identified population.
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Evidenced Based Practices
Building Safe Communities through Education is
focused on strategies addressing:
• Early Childhood Education
• Early Grade Reading & Math Proficiency
• Middle Grade Success
• On-Time High School Graduation
• College/Career Readiness
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Developing Healthy Children &
Families
• Developing healthy children and families is
defined as improving the health of children
and families through partnerships that
promote mental, physical, spiritual and social
well-being for all.
 The proposed program/initiative must align
with Heart of Florida United Way’s Developing
Healthy Children & Families priorities.
 Proposals must demonstrate that services to
be provided are tailored to meet the needs of
the identified population.
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Evidenced Based Practices
Developing Healthy Children & Families is
focused on strategies addressing:
• Healthy Beginnings
• Supporting Healthy Choices
• Access to Health Care
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Improving Financial Stability
Improving financial stability is defined as
providing low-income working families the
services and supports necessary to succeed.
• The proposed program/initiative must align with
Heart of Florida United Way’s Improving
Financial Stability priorities.
• Proposals must demonstrate that services to be
provided are tailored to meet the needs of the
identified population.
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Evidenced Based Practices
• Improving Financial Stability is focused on
strategies addressing:
• Family Sustaining Employment
• Income Supports
• Affordable Housing
• Manageable Expenses
• Savings and Assets
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Evidenced Based Practices
• Collaborative Initiatives / Programs is
focused on strategies addressing two or
more of HFUW’s investment areas:
 Building Safe Communities through
Education Strategies
 Developing Healthy Children & Families
Strategies
 Improving Financial Stability Strategies
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Collaborative Initiatives: Online
Application Selection Criteria
• Two or more investment areas that will be
addressed.
• Program proposal clearly identifies two or more
organizations as a part of the collaboration.
• Program proposal identifies the lead agency of
the collaborative, its corresponding investment
area, the activities/outputs that will be provided
by the lead agency, and the program outcomes
that will be tracked by the lead agency.
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Collaborative Initiatives: Online
Application Selection Criteria
• Program proposal identifies each partner in the
collaboration partner and its corresponding
investment area, the activities/outputs that will
be provided by each collaborative partner, and
the program outcomes that will be tracked by
each collaborative partner.
• The shared activities/outputs and
corresponding outcomes/indicators that will be
tracked by all partners of the collaborative.
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Collaborative Initiatives
Collaborative Initiatives RFPs have been screened
out because:
• Two or more investment areas were not
addressed.
• Sufficient documentation was not
submitted demonstrating the collaboration
(MOUs/MOAs).
• Not clearly identifying shared outcomes.
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What is a Collaboration?
Collaboration is exchanging information,
altering activities, sharing resources, and
enhancing the capacity of another organization,
for mutual benefit, and to achieve a common
purpose.
Members of a collaborative effort view each
other as partners and are willing to share risks,
resources, responsibilities, and rewards. All
available resources, including community
contacts and funding, are fully shared.
Source: Helping Each Other Help Others: Principles and Practices of Collaboration
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Types of Working Relationships
Elements
Cooperation
Coordination
Collaboration
Partnership
Characteristics
of Relationship
Trust and
reliability
Integrity and
discipline
Understanding and
selflessness
Commitment and
ownership
Nature of
Relationship
Informal, ad hoc
Semi-formal
Formal
Formal, legal
incorporation
Involvement
As few as two
people
Several, maybe
horizontal
organizational
slices
Several, many
horizontal and
vertical
organizational slices
New or refined
organization
Resource
Investment
Minimal
Moderate
Major
Major
Control over
Resource
Unchanged
original
organizations
Modified original
organizations
Shared or transferred
to new unit
Legally binding
Authority to
Make Decisions
Retained by
original
organizations
Retained by
original
organizations
Transferred to new
unit
Create new
structure
Source: 2007 National Victim Assistance Academy, Track 1, Foundation-Level Training - Module 11: Collaboration for Victims’ Rights and Services
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Characteristics of a Successful
Collaboration
• Committed Leadership: Led by people who have
a sense of urgency, who view the collaboration as
part of their regular efforts – not as external to their
organization
• Unambiguous Goals: Document explicit
objectives they need to achieve and monitor to
ensure progress
• Clearly Defined Roles: Have a specific plan for
how each organization will contribute its unique
services to achieve mutually identified goals – to
reduce feelings of disengagement
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Characteristics of a Successful
Collaboration
• Committed at Multiple Levels of the
Organization: Must have commitment from
both executive and staff levels
• Dedicated Staff Time: Realize that
collaboration will require day-to-day staff time
and agency resources
• Sustainability in the Midst of Change:
Engage new members to ensure that there is
continuity in leadership, in the event a key
leader vacates position
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RFP Attachments
• Attachment 1: Key Dates
• Attachment 2: Concept Meeting Dates
• Attachment 3: Performance Measurement
Framework
• Attachment 4: Letter of Interest
• RFP Questions
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Helpful Links
Community Foundation of Central
Florida Knowledge Base
http://cfcf.guidestar.org/
Grant Professional Network
http://www.gpninc.org
UCF Ctr. for Public & Nonprofit Mgmt.
http://www2.cohpa.ucf.edu/cpnm/
Philanthropy & Nonprofit Leadership
Center
http://pnlc.rollins.edu/
Capaciteria
http://capaciteria.org
The Foundation Center
http://www.foundationcenter.org
Center for Community Partnerships
http://www2.cohpa.ucf.edu/ccp/
Council on Foundations
http://www.cof.org
Healthy Measures for East Central
Florida
http://www.cflhealthymeasures.org/
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HFUW RFP Staff Contacts
For information regarding HFUW's RFP process
please contact:
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•
Building Safe Communities through
Education
Anna Maria Lewis, 407-429-2134
[email protected]
•
Developing Healthy Children & Families
JahKiya Bell, 407-429-2171
[email protected]
•
Improving Financial Stability
Mark Batchelor, 407-835-9762
[email protected]
Frequently Asked Questions
• New vs. Existing Programs
• Expansion vs. Enhancement
• Program Sustainability
• New year, new slate
• 5:00 p.m. deadline is a 5:00 p.m. deadline
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Questions?
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Thank you!