Transcript Benefits for All Overview • History • What is Simplify? • How Data Sharing Works • RWJF Case Study • Standards Setting • Key Players • Why Funders.

Benefits for All
Overview
• History
• What is Simplify?
• How Data Sharing Works
• RWJF Case Study
• Standards Setting
• Key Players
• Why Funders Should Participate
• Future
• Questions?
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Simplify History
Nov. 2013
Nov. 2011: Project
streamline report
Idea for
common
database
2012
Nov. 2012
TAG member
survey of
common data
TAG board
approves
project
2011
Simplify launched
Develop API
Fundraising
Branding
Beta Testing API
2012
2013
2012
2012
Nov. 2012
TAG
committee
formed
Identify
TAG partners
TAG and
GuideStar
agree to
partner
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What is Simplify?
What is Simplify?
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Standards-setting Process
Data-sharing Process
Consistent Format for Core Organizational Information
Central Database via GuideStar Exchange
Streamlined Application Process
– Nonprofits Enter Data Once
– Funders Access Data via Application Program Interface (API)
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How Data Sharing
Works
Data Sharing
• First a grantee creates a profile in the
GuideStar Exchange using its EIN as
the identifier
– Grantees that already have their
information in the GuideStar Exchange do
not need to enter it again
• Once the grantee has a profile,
Simplify can access the data in
multiple ways
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Data Sharing
SCENARIO 1
Funder has online application
Grantee enters
EIN into funder’s
online application
Funder’s application
automatically accesses the
GuideStar Exchange
Grantee’s profile data
populates application
GuideStar
Exchange
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Data Sharing
SCENARIO 2
Funder uses Grant Management
System
Funder enters
grantee EIN into grant
management system
(GMS)
Funder’s GMS
automatically accesses the
GuideStar Exchange
Grantee’s profile data
populates application
GuideStar
Exchange
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Data Sharing
SCENARIO 3
Funder accepts application via
email or paper (no GMS)
Funder enters
EIN into Simplify
Directory of
Grantee Profiles
GuideStar Exchange
provides grantee’s profile
Funder gets PDF of
grantee’s profile
GuideStar
Exchange
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Data Included in the Simplify API
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Organization Information
Mission & Impact Statement
Some NTEE Codes
Financial Information
People/Contact Information
Uploaded Documents
IRS Information
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RWJF Case Study
Application Home Page
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The application section has an option to select
information rather then enter it directly
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Grantee provides EIN
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Information from GuideStar Exchange
automatically populates
Grantee selects organization
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Information from GuideStar Exchange
automatically populates
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Grantee opts to pull contacts from GuideStar
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Grantee selects contacts
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Grantee continues this process for each person
named in the application
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Standards Setting
Standards Setting
Consistency,
consistency,
consistency
Open
Transparent
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Key Players
TAG’s Role
Fundraising
Adopt Standards
as TAG Members
Contribute to
Data Standards
Project Oversight
Outreach to
Funders
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GuideStar’s Role
Technical
development
Contribute to
data standards
Outreach to
nonprofits
Marketing
expertise &
communications
Outreach to
GMS vendors
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Funders
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Why Funders Should
Participate
Benefits to Funders
With Simplify, funders can:
• Offer grantees the latest technology with the Simplify API
• Help grantees save time and resources
• Increase accuracy of grantee applications
• Simplify the application process for themselves
• Provide ability to share data sector-wide
• Improve sector reporting
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Costs
Grantees
GMS Vendors
Funders
$0
Invest to
modify
their software
$750
per year
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Timeline
Simplify will be available
beginning Spring 2014
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Participating GMS Vendors
Additional vendors to come
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Simplify Future
Future
Vendors Modify Software
Foundations
Sign up for Simplify
2014
Foundations Use
Simplify Data
Nonprofits Enter Data into
GuideStar Exchange
2015 & Beyond
Grants
Funding
GuideStar
2014–2016
Self-sustaining
2017 & Beyond
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Long-Term Vision
• Set data standards for the sector
• Expand beyond the initial core data
• Establish an independent organization for standards
setting
• Be a widely used, reliable source for data
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Contact Us
• To Implement Simplify, contact [email protected]
or [email protected]
• For technical questions - http://www.simplifynow.org
• For general questions
– Lisa Pool, Executive Director, Technology Affinity Group,
[email protected] , 610.688.6832
– Jim Dobrzeniecki, Vice President, Technology ,GuideStar,
[email protected], 757-941-1431
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Questions?