united way of central new mexico grant applicant manual… · grantmaking process has changed....

Post on 03-Oct-2020

5 Views

Category:

Documents

0 Downloads

Preview:

Click to see full reader

TRANSCRIPT

rev. 1.15.2020

UNITED WAY OF CENTRAL NEW MEXICO

2020-2021

Impact Program Grants Applicant Manual

This document contains information about United Way of Central New Mexico’s

2020-2021 Impact Program Grant priorities and application process. All applications must be completed online via the eCImpact portal.

This manual can be used to guide your application process. Contact Kat Bradley with questions at kat.bradley@uwcnm.org.

1 rev. 1.15.2020

Table of Contents Understanding Grants at UWCNM ..................................................................................................................... 2

Eligibility Requirements ...................................................................................................................................... 3

Annual Program Grants Process Timeline .......................................................................................................... 4

Documents Required with Submissions ............................................................................................................. 5

Grantmaking Policies .......................................................................................................................................... 6

Non-Discrimination Policy ............................................................................................................................. 6

Social Action Policy ........................................................................................................................................ 6

Capital Request Guidelines ................................................................................................................................. 7

About Results-Based Accountability ................................................................................................................... 8

Overview of Grants ........................................................................................................................................... 10

Result Areas for Funding.............................................................................................................................. 11

Capacity Building .......................................................................................................................................... 12

Basic Needs Specific ..................................................................................................................................... 13

Aligned Impact Program .............................................................................................................................. 15

Application Forms ............................................................................................................................................. 16

PHASE 1: FINANCIAL STANDARDS REVIEW (FSR) PROCESS ........................................................................ 16

PHASE 2: PROGRAM APPLICATION ............................................................................................................. 19

Capacity Building Application .................................................................................................................. 21

Basic Needs Application ........................................................................................................................... 23

Aligned Impact Application ..................................................................................................................... 27

Volunteer Project Proposal (Optional) ............................................................................................................. 32

2 rev. 1.15.2020

Understanding Grants at UWCNM

United Way of Central New Mexico (UWCNM) staff and dedicated volunteers have long worked with community partners to improve health, education, financial stability, and basic needs outcomes in our four-county area. Today, UWNCM Community Impact Program Grants (formerly, the Community Fund Program Grants) are helping individuals and families in central New Mexico achieve potential through education, access affordable and equitable health services, be safe and financially stable, and live life with dignity. With the help of committed community volunteers, local practitioners, researchers, and issue area experts, we aim to align funding relationships and investments with the most pressing needs in the community. UWCNM helps those most vulnerable through grants to qualifying health and human service agencies in Bernalillo, Sandoval, Torrance, and Valencia counties.

The UWCNM grant application process is extremely competitive and lengthy. Prior to completing this application, please be certain that the agency/program for which you are applying for funds meets all eligibility criteria. Current or prior funding does not guarantee future funding or the award amount. Panels of community volunteers will review proposals, select grantees, and determine award amounts. Agencies applying for annual program support will be asked to demonstrate how their work, in conjunction with a broader network of support services, align with the UWCNM Impact Agenda. Our annual grantmaking process has changed. Previously, strategy maps were used to align agencies working in health and human services to strategies. Going forward, UWCNM will evaluate population level results and agencies are encouraged to apply with the strategy that is improving a prescribed result. While UWCNM has provided strategies that are working in our community, this is not an exhaustive list affecting population level results.

UWCNM uses Results-Based Accountability to measure impact. See Results-Based Accountability Framework for more information. Please review the scoring rubrics to understand the criteria used by UWCNM community volunteer Grant Review Panels when scoring proposals and recommending funding.

Basic Needs Program Grants – Programs that meet specific parameters for short-term, urgent needs serving the most vulnerable in our community will apply for funding under the Basic Needs category. Please review the details outlined in this section of the Manual.

Funds for grants come from the Community Impact Fund.

Donor Groups (YLS, WU, HPS) have been empowered to review applications and assist in the grantmaking process as part of the Community Impact Fund application process.

3 rev. 1.15.2020

Eligibility Requirements

All agencies applying for funding from UWCNM must meet the following criteria: • Certified by the IRS as a 501(c)(3) nonprofit organization • Be in good standing with the Attorney General’s office and the New Mexico Secretary of State • Demonstrate financial sustainability through UWCNM Financial Standards Review • Provide health and human service(s) in one or more of the four central New Mexico counties:

Bernalillo, Sandoval, Torrance, and Valencia • Adhere to UWCNM’s Non-Discrimination and Social Action policies • Have an operational Board of Directors

Additionally, applicants must:

• Submit proposal, supporting documents, and grant reports in electronic format through eCImpact by specified deadlines

• Secure as much financial support as possible from other sources, including fees for service, before seeking UWCNM assistance

• Adhere to UWCNM policy that the amount request can be no greater than 50% of agency prior-year revenue (if collaborating, requests should be equal to or less than the sum of all partners’ prior year revenue)

• Preferably the request is less than 100% of program/project budget • Be able to accept electronic ACH deposits if awarded funding

Funding Limitations:

• Fundraising activities are NOT eligible for support through UWCNM grants • Programmatic operational costs are allowed in the request, but not agency operational costs • There are strict limits on capital funding (see Capital Requests Guidelines) • There are strict limits on Capacity Building Grants

4 rev. 1.15.2020

Annual Program Grants Process Timeline

Applying for a UWCNM grant is a multi-phase process. Each phase is mandatory.

Phase One: Financial Standards Review The first phase is submission of Financial Standards Review (FSR) materials. Agencies that meet the eligibility requirements are encouraged to submit materials for the FSR. Only agencies that pass the FSR are invited to submit an application for program funding in the second phase of the process. The FSR is a review of the agency’s financial standing as reviewed by volunteer CPAs. The FSR forms will be available via eCImpact on November 1st through December 2nd, 2019, 4:00 PM. Late submissions will NOT be accepted.

Phase Two: Program Application Upon passing the Financial Standards Review, agencies will be invited to the second phase: Program Application which entails completion of forms with the submission of budget, demographics, RBA performance measures, and other program information. The Program Application will be available January 9th – February 21st, 2020, 4:00 PM.

Program Applications are due by February 21st, 2020, 4:00 PM. Late applications will NOT be accepted.

Phase Three: Presentation to Panels Agencies that submit applications are invited to present their proposal before a Grant Review Panel made up of community volunteers and UWCNM staff. Presentations will occur in late March through mid-April. Each agency will be allotted 20 minutes to present and 10 minutes for Q&A. Collaborations will receive additional time.

Award notifications will be sent to agencies in May 2020 following the approval by the UWCNM Board of Directors.

First Monthly Grant Installment Paid: July 2020

Grant Reports: All grant recipients will report their mid-year and year-end progress. Mid-Year Report Due: January 15th, 2021 Year End Report Due: July 15th, 2021. Failure to submit timely reports may result in loss of remaining funding, and/or inability to apply for funding the following year. Any funds granted through a UWCNM grant process must be expended within the fiscal grant year.

5 rev. 1.15.2020

Documents Required with Submissions

In addition to the forms that each agency must complete, there are required documents that each agency must submit for review in order for the packet to be complete. This is most important for the Financial Standards Review phase of the process. Documents for Financial Standards Review: Forms and documents will be submitted via eCImpact. Supporting documents, listed below, are required as part of the proposal package and must be submitted electronically: Agencies with annual revenues less than $500,000:

• Internally prepared financial statements (balance sheet, statement of income, and an agency prepared statement of functional expenses) signed by the president or treasurer of the Board signifying the statements are correct

• Prior year 990 income tax return, 990EZ or 990N (e postcard) depending on the IRS requirements. Agencies with annual revenues more than or equal to $500,000:

• A prior year audit (management letter optional) • Prior year 990 income tax return, 990EZ or 990N (e postcard) depending on the IRS requirements.

The date range for the Form 990 must match the dates covered in the audit / financial statements and should be dated within the past 18 months. Note on Fiscal Sponsorship: Agencies that do not have their own 501c3 status can apply under a fiscal sponsor, such as APS Education Foundation or UNM Foundation. However, if an agency is using a fiscal sponsor, the financial statements / audit for the sponsor must be provided for the FSR. If multiple applications are submitted under the same fiscal sponsor, each application will be evaluated separately. Program Budget: The form requires complete details regarding the budgets for the agency’s: 1) actual prior year, 2) actual current year, and 3) proposed grant period. Reporting: If awarded funds, you will be asked to complete a mid-year and year-end report via eCImpact. You will report on progress toward goals stated in your United Way funding award agreement. Compliance with reporting guidelines, as well as the reports themselves may affect future funding. Failure to submit timely reports may result in loss of remaining funding, and/or inability to apply for funding the following year.

• Submit electronic mid-year report: January 15th, 2020 • Submit electronic year-end report: July 15th, 2020

6 rev. 1.15.2020

Grantmaking Policies

Non-Discrimination Policy United Way of Central New Mexico (UWCNM) grants support programs that demonstrate a practice of nondiscrimination and inclusion. As such, UWCNM will only support programs that provide equal opportunity and access to individuals regardless of race, religion, national origin, ancestry, gender, sexual orientation, gender identity, age, disability, veteran status, citizenship status, or any other legally protected classification. Programs that require clients to alter their personal character to receive services are a violation of this policy and are not eligible for UWCNM funding. This policy applies to program services rendered to clients, rather than program target populations. Logically, no program will be able to serve all populations and must therefore delineate the target population by some defining characteristics. However, such agencies are expected to provide meaningful referral services to individuals seeking aid who fall outside of their defined target population. UWCNM funds faith-based organizations only if funds will be used for nonreligious programs that provide equal opportunity and access regardless of an individual’s religious affiliation.

Social Action Policy The mission of United Way of Central New Mexico (UWCNM) is to bring people and resources together to measurably improve lives and strengthen our community. We work with varied and diverse partners to accomplish that mission. As responsible stewards of diverse sourced funding, UWCNM cannot be reactionary. Public and community opinion about controversial subjects may change over time. The organization must remain committed to improving the lives of vulnerable New Mexicans by addressing substantiated needs, and therefore, cannot involve itself in a divisive issue to such an extent that it discourages engagement with the exceptional programming that forms our work.

7 rev. 1.15.2020

Capital Request Guidelines

The following are guidelines for agencies applying for capital expenses through UWCNM Grantmaking. Review panelists will use these guidelines in assessing agencies’ proposals. All questions related to these guidelines should be directed to UWCNM staff and may require Community Impact Council review. 1. UWCNM grants CANNOT be used for:

a) Buildings b) Plans c) Construction d) Renovation with a useful life (not depreciable life) of more than three years

2. Additionally, UWCNM grants CANNOT be used for:

a) Capital equipment, in part or completely, with a useful life (not depreciable life) of more than three years

b) Any single item worth more than $4,000 (UWCNM requires a straight-line depreciation based on the industry standard for the item.)

8 rev. 1.15.2020

About Results-Based Accountability

UWCNM staff and volunteers are using Results-Based Accountability (RBA) concepts to improve investment outcomes.

For more detailed information about Results-Based Accountability, go to www.raguide.org or www.resultsaccountability.com. Results-Based Accountability concepts and materials were developed by Mark Friedman, author of Trying Hard is Not Good Enough (Trafford 2005) and founder and director of the Santa Fe-based Fiscal Policy Studies Institute.

What is RBA? RBA is a disciplined way of thinking and taking action used by communities to improve the lives of children, families, and the community as a whole. RBA is also used by agencies to improve the performance of their programs. How does RBA work? RBA starts with the end and works backward, step by step, towards means. For communities, the ends are conditions of well-being for children, families, and the community as a whole. For programs, the ends are how individuals served are better off when the program works the way it should.

UWCNM asks agencies to contribute through their programs at the Performance Level with Program Implementation, Development of Performance Measures, and Data Collection & Continuous Improvement to address the needs of the most vulnerable in our community. The contributions of different programs will, eventually, bring about the desired changes at the Population Level.

Agencies will be expected to consider the questions below related to Quantity and Quality, Effort and Effect to develop the Performance Measures and Data Collection methods. The information provided through the data collection will aid UWCNM in reporting to donors, other funders, and community partners the impact of the funded

9 rev. 1.15.2020

programs. This impact over time will contribute, with other aspects of UWCNM’s work such as Partner Convening and Public Policy Advocacy, to evaluate how well the community has progressed.

The following definitions apply:

Results Accountability has two components:

1) Population Accountability - a group of partners takes on responsibility for the well-being of a population in a geographic area

2) Performance Accountability - a manager or group of managers takes responsibility for the performance of a program, agency or service system

Result – a population condition of well-being for children, adults, families, and communities, stated in plain language Indicator – a measure that helps quantify the achievement of a result Baseline – what the measures show about where we have been and where we are headed Turning the Curve – what success looks like if we do better than the baseline Strategy – a coherent collection of actions that has a reasoned chance of improving results Performance Measure – a universal measure of how well a program, agency or service system is working. The most important performance measures tell us whether program customers are better off. There are several types of performance measures:

• Measures that answer the question “How much did we do?” • Measures that answer the question “How well did we do it?” • Measures that answer the question “Is anyone better off (#)?” • Measures that answer the question “Is anyone better off (%)?”

There are different categories of being better off: Skills/Knowledge, Attitude/Opinion, Behavior, and Circumstance Targets – the articulation of target levels of performance expressed in measurable terms and specified time frames, against which actual achievement is compared.

10 rev. 1.15.2020

Overview of Grants

The Collective Impact Grant Program is under development and will focus on collaborative strategies within Mission: Graduate and Mission: Families using an RFP process with specific outcomes and goals.

11 rev. 1.15.2020

Result Areas for Funding

According to Results Based Accountability, Results are conditions of well-being for children, adults, families or communities. These are the outcomes for all. Mission: Graduate

School Readiness – all children are prepared to enter and succeed in school High School Graduation – All students successfully graduate from high school Post High School Degree/Certificate Attainment - All students and adults have access to certificate

and degree programs and complete a degree or certificate Career & Life Readiness – all Students and adults have access to vocational and life resources

including skill building and training, so they are prepared to enter and succeed in the workforce

Mission: Families

Early Childhood – All children have access to high quality early childhood learning and care Financial Security – All individuals have access to income that covers their expenses Safety and Well-Being – all individuals live in a Safe Community and/or have access to Health-

related services Housing Stability – all individuals have access to affordable housing, including permanent

supportive or transitional housing

Basic Needs – are measured by output. For example, number of meals served, pounds of food distributed (adjusted to report on number of meals served), number of toiletries given, and/or number of people placed into emergency shelter

12 rev. 1.15.2020

Capacity Building In addition to the Annual Impact Grants, UWCNM launched Capacity Building Grants in the 2019-20 grant cycle. These grants were designed to help nonprofits with specific activities related to the impact of their work in the community. Our intention is to provide support to agencies to develop the capacity and capabilities necessary to achieve deeper impact with the populations they serve. These activities should improve the program or agency’s effectiveness and help them to carry out their missions more effectively. Capacity Building Grants applications can be written alone or with either an Impact Grant or Basic Needs application. UWCNM’s Community Impact Council with input from the community developed a list of allowable activities for Capacity Building Grants:

• Staff development and professional training – activities that help agency program staff develop skills and knowledge to better serve clients and/or deliver services.

• Data systems – agencies can apply for funding for data systems, data collection and evaluation, that will help them assess, deliver, or improve their programs to better serve clients.

• Convening and/or collaboration support – Collaborative effort takes time and resources; agencies can apply for funding for staff time, resources or space used to collaborate, develop, strategize or plan to better serve clients.

• Community organizing – focus groups, convening stakeholders, trainings, collaborations, and professional development.

13 rev. 1.15.2020

Basic Needs Specific As UWCNM grantmaking transitions to a focus on those long-term outcomes prioritized by Mission: Graduate and the Mission: Families, funding for programs that provide short-term services to meet the immediate and urgent needs of individuals and families in central New Mexico will be preserved. Basic Needs has its own funding issue area focused on outputs rather than outcomes. Applicants must demonstrate alignment with the categories of Basic Needs funding listed below. Eligibility: Basic Needs specific funding is reserved for programs that meet general Impact Grant eligibility requirements and provide services that are:

• reserved for the most vulnerable, including low/fixed income individuals and families, and those experiencing a temporary crisis;

• accessible, with few barriers to those in need; • output, rather than long-term outcome focused; • able to report on three performance measures; • clearly connected to one of the Basic Needs categories described below; and • designed to provide short-term, time-limited support.

Categories of Services Eligible for Basic Needs Specific Funding: • Transportation assistance • Food bank services • Hunger relief services; both pantry and prepared meal services • Emergency and basic (rather than ongoing and comprehensive) healthcare, dental care, and

prescriptions • Emergency assistance programs that provide materials or financial assistance • Toiletries • Short-term housing and/or shelter for those experiencing homelessness • Emergency or short-term shelter for survivors of domestic violence • Utility Assistance • Birth certificate and driver’s licenses/state ID cards programs

Note:

• Programs that provide more comprehensive or long-term support services must apply for funding in alignment with one of the funding initiatives: Mission: Graduate or Mission: Families.

• Programs that provide services in the event of a community-wide emergency or natural disaster must apply for funding through our Emergency Fund. For more information visit our website.

The application process for the Basic Needs Annual Grant is a simplified version of the Impact Grant process. There are slight variations in the Application forms. Please read each form carefully.

Basic Needs Program Output Measures: Applicants will be required to select three output measures that demonstrate how much the program is delivering in terms of service from the list above. If there is no measure that adequately describes the service provided, there is a text field that will allow the applicant to input one custom output measure. Although potentially subject to revision, the following are examples of output measures related to Basic Needs:

14 rev. 1.15.2020

Available outputs: • clients who receive toiletries • clients who receive transportation assistance • households who receive utility assistance • households who receive rental/mortgage assistance • clients who receive birth certificate/driver’s license or ID services • households who receive emergency or transitional shelter services • individual clients who receive emergency shelter services, including motel vouchers paid by

agency • individual clients who receive emergency or short-term shelter for survivors of domestic

violence, including motel vouchers paid by agency • prepared meals provided • meals provided by pantry services • pounds of food distributed • total pounds of healthy food distributed • clients who receive basic and/or emergency healthcare • clients who receive basic and/or emergency dental care • clients who receive basic and/or emergency prescription services

For each output measure selected, agencies will be asked to indicate the projected number to be served / provided / distributed.

For each output measure you selected, agencies will be asked to describe how data will be collected.

15 rev. 1.15.2020

Aligned Impact Program UWCNM is seeking proposals for the delivery of education, health, and financial security programs aimed at helping the most vulnerable in Bernalillo, Sandoval, Torrance, and Valencia counties. The UWCNM Aligned Impact Grants will support strategies that are working towards the following population level results with program level strategies:

Programs aligned with Mission: Graduate work to improve: School Readiness High School Graduation Post-High School Education & Attainment Career Exploration Programs aligned with Mission: Families work to improve: Early Child Development Housing Stability Safety and Well-being Financial Security Basic Needs See Basic Needs criteria

Applying agencies are asked to demonstrate how their program contributes to the larger goal of accomplishing of one or more population level outcomes. Applicants will benefit by having a practical understanding of Results-Based Accountability Framework, as well as the capacity to create and use performance measures to track progress and report client-level data on a regular basis to UWCNM.

16 rev. 1.15.2020

Application Forms

These questions are provided to help you prepare for and complete the application process. These questions are subject to slight changes prior to opening the online program application. However, the following will give you a sense of the required questions/fields. All applications must be submitted online using eCImpact. Throughout the grant cycle, whenever completing forms, whenever an “*” asterisks appears, it is a required field and must be completed before the packet can be submitted. All materials are completed when the red “Submit” button has been clicked.

Qualification Form Agencies must answer the Qualification Form questions before accessing the FSR Forms.

Please thoughtfully and carefully choose your answers. No changes can be made to this online form once it has been submitted. All fields are required and will be used to determine whether or not your agency qualifies to apply for an Community Impact Program Grant (formerly Community Fund Grant).

1. Does your agency provide health or human services (as opposed to animal welfare or environmental stewardship)?

2. Does your agency provide services in Bernalillo, Sandoval, Torrance and/or Valencia counties? 3. Is your agency certified by the IRS as a 501(c)(3) organization? 4. Do you certify that this agency is in good standing with the Attorney General’s office and the New

Mexico Secretary of State? 5. Does your agency comply with the UWCNM Non-Discrimination and Social Action policies? 6. Does your agency have a volunteer Board of Directors? 7. Does your agency have documented by-laws, policies, or procedures that can be made available to

UWCNM upon request?

PHASE 1: FINANCIAL STANDARDS REVIEW (FSR) PROCESS (for all applicants – single agencies and agencies partnering on a collaborative proposal)

DUE Monday, December 2nd, 2019, 4 PM.

What is the purpose of the Financial Standards Review? Volunteers with financial expertise help us gauge the financial health and sustainability of applicant agencies in order to ensure we are good stewards of donor dollars. They will be looking for:

Internal accounting controls over our funds. Do you have systems and safeguards in place? Evidence that United Way is not the primary funder for your organization Evidence about the financial stability of your agency A general understanding of your agency’s expenses, and how the grant dollars will be spent

Note: For the purposes of the Financial Standards Review, the term Financial Statements refers to the documentation required of agencies to upload with the FSR forms in eCImpact. These documents are provided by agencies that do not have an audit available. The documents should be signed by the Board President or Board Treasurer. These documents include:

17 rev. 1.15.2020

1. Balance Sheet (aka Statement of Financial Position); 2. Profit Loss Statement (aka Statement of Income); and 3. Agency prepared Statement of Functional Expenses.

FSR Forms: Please note that many fields have character limits (limits include spaces). Collaborations

Are you planning to apply for PROGRAM funding as a collaboration (one or more agency partners)? List all expected agency partners if applying as a collaboration: (500 characters available)

Sanctions and/or Contingencies Has your organization (or any of your collaborating agencies) been sanctioned by or received

contingencies from any funding source, including UWCNM, in the last 12 months? (Yes/No)

If yes, what steps has your organization (or your collaborating agency) taken to eliminate the sanction or answer the contingency? (500 characters)

Internal Control Checklist Note: All “No” or “N/A” answers require comment in the space provided below each item. Monthly financial statements are completed on a timely basis and reviewed and approved by the

Board. Monthly bank reconciliations are completed on a timely basis and reviewed along with the bank

statement and approved by a Board member. Monthly United Way funding is deposited intact in the agency’s bank account. Expenditures of United Way funding are appropriately documented and supported to comply with

the United Way grant requirements. The agency is in compliance with all Federal and State filing requirements (income tax, payroll tax,

NM Attorney General, etc.) The agency has adequate insurance coverage. The actual prior year data included in the budget section of the grant application is consistent with

the financial statements submitted to United Way. The agency’s program expenses are not equal to or greater than 75% of total expenses, please

explain. o If the program expenses are less than 75% of total agency expenses, please provide an

explaination.

Reconciliation Form A This form has two sections, first Revenue and then Expense. This is used to reconcile the differences between the board approved financial statements and the IRS Form 990. It is recommended that agencies refer to their Statement of Income and Form 990 (if applicable) to find the correct amounts for these questions.

Investment Reconciliation o Total revenue, gains, and other support per financial statements. o Net unrealized gains (losses) on investments o Donated services and use of facilities o Recoveries of prior year grants o Other Revenues not listed above, including but not limited to Costs of Goods Sold, Special Event

Revenue, Change in Value of Charitable Trusts (use Question #1 on Form B to provide details) o Investment Expenses o Other Investment Expenses (use Question #2 on Form B to provide details)

18 rev. 1.15.2020

Expense Reconciliation

o Total Expenses and Losses per board approved financial statements o Donated services and use of facilities o Prior year adjustments o Other Losses (use Question #3 on Form B to provide details) o Other Expenses not listed above, including but not limited to Special Event Expenses, Cost of Goods

Sold (use Question #4 on Form B to provide details) o Investment Expenses o Other Investment Expenses (use Question #5 on Form B to provide details)

Reconciliation Form B This form provides fields where agencies can provide the details of entries from Reconciliation Form A. Provide details of sources and amounts listed in the fifth question (“Other Resources”) on

Reconciliation Form A. Provide details of sources and amounts that total the amount listed in the ninth question (“Other

Investment Expenses”) from Reconciliation Form A. Provide the sources and amounts that coincide with the fourth question under Expense

Reconciliation (“Other Losses”) from Reconciliation Form A. Provide the sources and amounts that equal the amount listed in the fifth question under Expense

Reconciliation (“Other Expenses not listed above”) from Reconciliation Form A. Provide the sources and amounts that equal the amount listed in the ninth question under Expense

Reconciliation (“Other Investment Expenses”) from Reconciliation Form A.

Documentation Agencies are also required to upload PDF copies of the following under the Attachments section:

The most recent audit or signed Financial Statements (as described above) The IRS Form 990 submitted to the IRS

Please note that the date range for the Form 990 should match the dates covered in the audit / financial statements and should be dated within the past 18 months.

19 rev. 1.15.2020

PHASE 2: PROGRAM APPLICATION All agencies that pass the Financial Standards Review phase of this grant application in December 2019 are invited to apply for an Impact Program Grant. Applicants have access to the complete online application to submit program information January 9th through February 21st. Completed applications are due by FEBRUARY 21st AT 4 PM. Late applications will not be accepted.

Please Note: Most narrative sections will not accept more than 1,000 characters, including spaces, and some sections will allow even less.

Initial Login & Qualification Form First, select a Program and Assign it to this Application. If the program the agency will apply for is already in the system, the agency can access the program from the drop-down menu. (If the agency needs to create a new Program for funding, please email Kat to begin this process with the name and a description of the new program to be created.) When the Program is associated, the next screen is the Qualification Form, which will provide clarification on the correct forms needed for the Application. These questions enable our team to connect your agency to the correct forms. Is the application for a new program? Select the Result that aligns with your program from the list provided. Will your agency be applying for Capacity Building funds? Are you planning to apply for program funding as a collaboration? If YES, are you serving as the designated Lead Agency for the collaborative program?

eCImpact will alert our team of your responses and we will connect your agency to the form set you’ll need. (Please note that if the form is submitted outside of regular business hours, our team will make the connections when we are next in the office.) Once the information has been entered for the Program registration a notification is sent to Kat at UWCNM, and once the short form is submitted and the Program is assigned, the full Program Application will be accessible. As each form is finished, click Save and Mark as Completed in each form; then last step is to click the bright red Submit button, which will send a confirmation to the primary email address associated with the agency. Following the Allocation process, when agencies receive their Funding Agreement, they will be asked to complete a Marketing form. What a Dollar Buys Client Success Story Agency Vision & Mission Upcoming Events

Options for Funding: UWCNM now offers funding under these categories: Basic Needs or Aligned Impact and Capacity Building. Agencies can apply for Capacity Building if they passed the Financial Standards Review and should be prepared to provide specific details on how the Capacity Building funds would be used to increase the agency’s ability to provide deeper impact. Determinations on Capacity Building are separate from the program grant application and are considered independent of the program grant.

20 rev. 1.15.2020

Programmatic funding will be available under either Aligned Impact or Basic Needs. Basic Needs funding focuses on programs that provide short-term services to meet the immediate and urgent needs of individuals and families in central New Mexico. These grants support emergent needs such as food, utility, and rental assistance; emergency shelter; and medical or dental care. Basic Needs programs will be required to report on outputs rather than outcomes. Additional information on Basic Needs eligibility and categories can be found on page 12 of this manual. Aligned Impact Grants (AIG) are available to programs that align with the focused results pursued under Mission: Graduate (education) and Mission: Families (health and financial security). There are four result areas under each Mission. Collective Impact Grants (CIG) is currently under development and will focus on collaborative strategies within Mission: Graduate and Mission: Families. This funding track is not currently available. Stay tuned for new information about CIGs. If you are unsure of how your program fits into these categories, please contact our team for assistance. The following sections group the application questions with the scoring rubrics for each of the available funding streams.

1) Capacity Building a. Form Questions b. Scoring Rubric

2) Basic Needs a. Form Questions b. Scoring Rubric

3) Aligned Impact a. Form Questions b. Scoring Rubric

21 rev. 1.15.2020

Capacity Building Application

Allowable Activities/Requests:

Capacity Building Grants applications can be written either within an Impact Grant or Basic Needs application or alone. UWCNM’s Community Impact Council, along with input from the community, has developed a list of allowable activities for Capacity Building Grants:

• Staff development and professional training – activities that help agency program staff develop skills and knowledge to better serve clients and/or deliver services.

• Data systems – agencies can apply for funding for data systems, data collection and evaluation, that will help them assess, deliver, or improve their programs to better serve clients, including computers, tablets, and equipment under $4,000. In addition, agencies can apply for Donor Management Software or Customer Management Software.

• Convening and/or collaboration support – Collaborative effort takes time and resources; agencies can apply for funding for a percentage staff time, resources or space used to collaborate, develop, strategize or plan to better serve clients.

• Community organizing – focus groups, convening stakeholders, trainings, collaborations, and professional development.

Application Questions:

Amount requested for Capacity Building funds. (up to $15,000)

Please outline the following:

1) How does your program align with the UWCNM Focus Areas (Mission: Families, Mission: Graduate, or Basic Needs)?

2) How will your agency use the funds to improve capacity? 3) How will the funds improve the agency’s impact?

Evaluation Questions:

• The request includes an alignment to a UWCNM Focus Area: either M:F, M:G , and/or Basic Needs: 1-5 scale • How confident are you the funds are being used for allowable capacity building activities? 1-5 scale • How confident are you the funds will be used to increase the agency’s impact – either by serving more

clients, serving existing clients more deeply, or improving continuous improvement at the program or agency level? 1-5 scale

• How confident are you in the successful implementation of the capacity building activity? 1-5 scale

22 rev. 1.15.2020

Capacity Building Rubric 5 = High 4 3 2 1 = Low

How confident are you that the program/agency aligns with Mission: Families, Mission: Graduate and/or Basic Needs?

Clear evidence with supporting data that program/ agency aligns with M:F, M:G or BN.

Sufficient evidence with some supporting data that program/ agency aligns with M:F, M:G or BN.

Some evidence to support the agency/ program aligns with M:F, M:G or BN.

Limited evidence to suggest agency/ program aligns with M:F, M:G or BN.

Limited to no evidence to support alignment, little to no data showing correlation between mission and impact of capacity building funds.

How confident are you the funds are being used for allowable capacity building activities?

Clear evidence the request falls within allowable activities and expenses are delineated and timely.

Sufficient evidence the request falls within the allowable activities, sufficiently delineated expenses

Some evidence the request falls within the allowable activities. Some expenses not explained.

Request has some components under the allowable activities, but it is unclear how the funds will be spent. Lump sum does not delineate expenses.

Request is not an allowable activity, and/or there does not appear to be a plan for implementation.

How confident are you the funds will be used to increase the agency’s impact – either by serving more clients, serving existing clients more deeply, or improving continuous improvement at the program or agency level?

Clear evidence demonstrating the impact of capacity building grant - either more clients will be served, services offered will be expanded and a clear continuous improvement model is being developed/used.

Sufficient evidence demonstrating the impact – more clients will be served, or clients will be served more deeply as clearly defined in request.

Request supports the agency’s impact either generally or broadly but there is limited evidence or data to describe increased clientele or continuous improvement.

Limited evidence to support the agency’s overall impact will be improved and/or limited data to support the request will serve clients (either more or with deeper services).

Request does not support serving clients more deeply or in greater numbers. Request is generic, and/or not aligned with impact.

How confident are you in the successful implementation of the capacity building activity?

An implementation plan is clearly defined in the request and results are achievable and measurable – it is clear with this support capacity will be improved at the agency or program level.

The implementation plan is clear, and results have some achievable benchmarks. There is sound reasoning and some data for supporting capacity building.

The implementation plan is somewhat clear. There is some sound reasoning but limited information for supporting capacity building.

There is limited evidence to suggest there is an implementation plan and/or a plan is referenced but information is limited for supporting capacity building.

There is no evidence to suggest there is a plan to implement capacity building activity. Capacity building request provides limited information to support how the capacity would be improved.

23 rev. 1.15.2020

Basic Needs Application Application Questions: Program Name # of Staff Contributing to program Meals vs. Individuals Executive Program Summary Performance Measures

• Agencies will provide a Primary and a Secondary Output Measure (There is a drop-down menu from which the agency can select, or there is an “Output Measure (Other)” field provided if the preloaded options do not apply to the program.)

• Total # served / provided / distributed (provide the total number of individuals served) • How do you collect data? (provide a description of method of collection, i.e. survey, questionnaire,

conversation, etc.) Budget Part A Total operating budget for Agency per most recently fiscal year. Program Revenue / Income for: Prior Fiscal Year, Current Fiscal Year, and Grant Period

UW Grant Allocation Gov. Funding Foundation/Corporate Support, Contributions/Donations Membership Dues Received Investment Income In-Kind Support (Goods & Services, Materials, Professional Services) Other Income

Program Expense for: Prior Fiscal Year, Current Fiscal Year, Grant Period Budget, and Grant Period UW Funding Salaries Employee Benefits Payroll Taxes Professional Fees and Contracts Occupancy (rent, utilities, building & grounds) Membership Dues / Support to Affiliate Org Supplies Equipment Rental/Maintenance In-Kind Expense (Goods & Services, Materials, Professional Services) Other Expense

Surplus or Deficit for: Prior Fiscal Year, Current Fiscal Year, and Grant Period Budget Justification Amount Requested Describe specifically how your agency plans to use UW funds If requesting more funding than previously awarded, describe how additional funding would improve impact Provide a breakdown of how the UW funds will be used for the specific program (training, mileage, new employees, equipment, etc.) (The total in this field should add up to the total request for UW funds.)

24 rev. 1.15.2020

Demographics Statistics Total Unduplicated Program Individuals Served

Gender Age Ethnicity Location of Individuals Served Location of Services

Demographics Supplement Does your program serve primarily women? (yes/no) Percentage of total individuals that are low-moderate income?

25 rev. 1.15.2020

Basic Needs Rubric Executive Summary 5 = High 4 3 2 1 = Low

How confident are you that the need the program is addressing is critical, as evidenced by data?

Data presented is clear, credible, and speaks to a critical need. Reputable evidence is from both internal and external sources.

Data presented is clear and credible but does not speak to a critical need. Reputable evidence was presented but is singly sourced from either an internal or external source.

Data presented is clear but either does not speak to a need or is not credible. Evidence was present from external and internal sources but is not reputable OR there was internal data reported with limited external, reputable data support.

Data presented is not clear, credible or speak to a critical need. Evidence was present but singly sourced from an internal or external source and was not reputable OR there was only agency specific anecdotal data addressing if the need is critical and no other data from credible external sources.

There was no credible data presented to show the program addresses a critical need. There was not reputable evidence present and/ or it was unclear if the evidence was from internal or external sources.

How confident are you that the program strategies employed are informed by best practices and/or evidence and will be carried out in an effective, efficient manner?

Agency provided data and best practice evidence as supported by 2 or more research, community-driven data and/or logic model that highlights the efficiency and effectiveness of the strategies.

It is evident that the program uses best practices, it is supported by at least one research, community-driven source that supports the efficiency and effectiveness of the strategies.

The program mentions that it is using best practices but did not expand upon the sources. It is not clear if the strategies will be carried out effectively and efficiently.

The program either provides evidence of best practice with no data or provides data with no evidence to support a best practice mode and does not show how the strategies will be carried out effectively or efficiently.

The program offers no best practices or evidence of using best practices and efficacy and efficiency of the strategies were not addressed.

How confident are you that the method of service provision is sustainable?

Method of service delivery is clearly defined and is supported by best practice. Systems are in place to maintain high quality service delivery in a sustainable manner.

Method of service delivery is defined and supported by some evidence of best practice. Some systems are in place to maintain service delivery in a sustainable manner.

Method of service delivery is identified but not clearly defined and/or supported by best practice. Some systems are in place to maintain service delivery but not in a sustainable manner.

Method of service delivery is unclear and has limited support as best practice. Some systems are in place but not used to sustain service delivery.

Method of service delivery is not defined nor supported by best practice. No evidence that systems are in place to sustain service delivery.

How confident are you that the program does not provide unnecessarily duplicative services in its outreach area?

The program serves a unique population and provides clear substantial evidence that services are not duplicated. The program also shows it collaborates with more than two agencies with in the area to enhance service delivery to this population.

The program mentions it serves a unique population, but it is not unique and/or innovative. The program provides strong and compelling evidence it addresses unduplicated services; the program partners with at least one agency in the area.

The program mentions it serves a population, but it is not clear who it is. The program provides enough evidence they work with at least one agency to avoid unnecessary duplication of work; it is unclear if the agency partners is in the area.

It is unclear if the program has a unique population. The program shows limited evidence of trying to provide unduplicated services and collaboration with agencies in the area.

The program does not mention it serves a specific population. There is no evidence the program is not providing duplicative services; no explanation was given; proposal does not offer data to support collaborations with other agencies in the area.

Performance Measures 5 = High 4 3 2 1 = Low How confident are you that the program has clear and determinate performance

The program has at least three performance measures. The program

The program has at least two performance measures. Measures have most (3/5) SMART elements.

The program has at least one performance measure. The program has measurable, attainable

The program mentions performance measures, but they do not align with UWCNM’s

The program has no performance measures or only one. Performance measures are unclear and/or do

26 rev. 1.15.2020

measures? Please consider how confident you are that the stated program goals/ measures are SMART: specific, measurable, attainable, realistic/ relevant and timely.

goals/measures use all (5/5) SMART elements.

performance measures or indicators (2/5) SMART elements.

performance measures. The program has measures that may follow SMART standards (1/5).

not support the work of UWCNM.

Is there a sound plan for collecting data for performance measures and reporting?

The plan clearly states how the data is collected. The plan provides details or a copy of all the instruments used. The plan clearly explains how all the performance measures are reported.

The plan clearly states how the data is collected for at least two performance measures. The plan provides details, or a copy of the instruments used for at least two performance measures. The plan explains how all the performance measures are reported, but it is not clear.

The plan states how the data is collected for at least two performance measures, but it is not clear. The plan provides details, or a copy of the instruments used for at least two performance measures, but it is not clear. The plan vaguely explains how at least two of the performance measures are reported.

The plan clearly states how the data is collected for at least one performance measure. The plan provides details or a copy of the instruments for at least two performance measures. The plan explains how at least one performance measure is reported.

The plan may or may not explain how the data is collected for one or no performance measure. The plan may or may not provide a copy of the instruments used for one or no performance measure. The plan may or may not explain how one or no performance measure is reported.

How confident are you that the program budget justification is clear, justified, efficient, and reasonable per budget narrative?

The budget narrative outlines expenses and revenue, it is clear how the money will be spent, and the funds raised are being used for the sole purpose of operating the program.

The budget narrative outlines expenses and revenue, but it is not clear how the funds will be spent and may or may not show how the funds are used for the sole purpose of operating the program.

The budget provides a general overview of how the funds will be spent. No additional information was provided or explanation of revenue or expenditures. There is little detail on how the funds will be used for the sole purpose for the program.

The budget narrative is missing either the expenses or revenue lines. It may or may not be clear how the funds will be spent. The narrative provides limited detail about how the funds are used for the sole purpose of operating the program.

There is no budget narrative, or the budget narrative does not provide detail as to revenue and expenses. It is not clear how the funds will be spent. There is no explanation to show how the funds are used for the sole purpose of operating the program.

Presentation 5 = High 4 3 2 1 = Low

Did the presentation follow the guidelines and provide consistent information with the application?

The presentation was clear, credible, and supported the application with explanations on how much, how well, and better off metrics. Presenter(s) followed all guidelines.

The presentation was clear and credible. Presentation covered two metrics of how much, how well, and/or better off, but not all three. Presenter(s) followed many of the guidelines.

The presentation was clear. Presentation covered at least one metric of how much, how well, and/or better off. Although the presenter(s) followed many of the guidelines there were a few inconsistencies.

The presentation was somewhat unclear. There were consistencies with the application, but the metrics were not well defined and/or differed somewhat from the application. Presenter(s) may not have followed all guidelines, and/or information presented did not seem credible.

The presentation was unclear. Information did not seem credible and/or relevant. Presenter(s) did not cover any metric nor followed the guidelines.

27 rev. 1.15.2020

Aligned Impact Application Executive Summary Impact Performance Measures Select the Primary Result Select a Secondary Result (if necessary) How Much Will You Do?

The number of unduplicated clients to be served in the program (this should match the Demographics form) Describe how services are provided to clients.

How Well? How will you ensure quality service? How do you collect data?

Better Off? How will your clients be better off as a result of this specific program? How do you collect data to measure how your clients are better off?

Optional: Explain what are you measuring to quantify client outcomes? Budget Part A Total operating budget for Agency per most recently fiscal year. Program Revenue / Income for: Prior Fiscal Year, Current Fiscal Year, and Grant Period

UW Grant Allocation Gov. Funding Foundation/Corporate Support, Contributions/Donations Membership Dues Received Investment Income In-Kind Support (Goods & Services, Materials, Professional Services) Other Income

Program Expense for: Prior Fiscal Year, Current Fiscal Year, Grant Period Budget, and Grant Period UW Funding Salaries Employee Benefits Payroll Taxes Professional Fees and Contracts Occupancy (rent, utilities, building & grounds) Membership Dues / Support to Affiliate Org Supplies Equipment Rental/Maintenance In-Kind Expense (Goods & Services, Materials, Professional Services) Other Expense

Surplus or Deficit for: Prior Fiscal Year, Current Fiscal Year, and Grant Period Budget Justification Amount Requested Number of full-time staff contributing to program Describe specifically how your agency plans to use UW funds If requesting more funding than previously awarded, describe how additional funding would improve impact

28 rev. 1.15.2020

Provide a breakdown of how the UW funds will be used for the specific program (training, mileage, new employees, equipment, etc.) (The total in this field should add up to the total request for UW funds.) Demographics Statistics Total Unduplicated Program Individuals Served

Gender Age Ethnicity Location of Individuals Served Location of Services

Demographics Supplement (used to match programs with Donor Group Initiative panels) Does your program serve primarily women? (yes/no) Does your program primarily serve Pre-K through Elementary school aged students (2-10 years old)? Does your program primarily serve middle school students (11-13 years old)? Does your program primarily serve high school students (14-18 years old)? Percentage of total individuals that are low-moderate income?

29 rev. 1.15.2020

Impact Program Rubric

Executive Summary 5 = High 4 3 2 1 = Low How confident are you that the data or support presented is clearly and credibly addressing a critical need, as evidenced by reputable internal and external data?

Data presented is clear, credible, and speaks to a critical need. Reputable evidence is from both internal and external sources.

Data presented is clear and credible but does not speak to a critical need. Reputable evidence was presented but is singly sourced from either an internal or external source.

Data presented is clear but either does not speak to a need or is not credible. Evidence was present from external and internal sources but is not reputable OR There was internal data reported with limited external, reputable data support.

Data presented is not clear, credible or speak to a critical need. Evidence was present but singly sourced from an internal or external source and was not reputable OR There was only agency specific anecdotal data addressing if the need is critical and no other data from credible external sources were provided.

There was no credible data presented to show the program addresses a critical need. There was not reputable evidence present and/ or it was unclear if the evidence was from internal or external sources.

How confident are you that the program strategies employed are informed by data, best practices and/or evidence and will be carried out in an effective, efficient manner?

Agency provided data and best practice evidence as supported by 2 or more research, community-driven data and/or logic model that highlights the efficiency and effectiveness of the strategies.

It is evident that the program uses best practices, it is supported by at least one research, community-driven source that supports the efficiency and effectiveness of the strategies.

The program mentions that it is using best practices but did not expand upon the sources. It is not clear if the strategies will be carried out effectively and efficiently.

The program either provides evidence of best practice with no data or provides data with no evidence to support a best practice mode and does not show how the strategies will be carried out effectively or efficiently.

The program offers no best practices or evidence of using best practices and efficacy and efficiency of the strategies were not addressed.

How confident are you that the program is not duplicative or complements other programs and collaborates with other agencies and delivers the best practices to a unique population?

The program serves a unique population and provides clear substantial evidence that services are not duplicated. The program also shows it collaborates with more than two agencies within the area to enhance service delivery to this population.

The program mentions it serves a unique population, but it is not unique and/or innovative. The program provides strong and compelling evidence it addresses unduplicated services; the program partners with at least one agency in the area.

The program mentions it serves a population, but it is not clear who it is. The program provides enough evidence they work with at least one agency to avoid unnecessary duplication of work; it is unclear if the agency partners is in the area.

It is unclear if the program has any population. The program shows limited evidence of trying to provide unduplicated services and collaboration with agencies in the area.

The program does not mention it serves a specific population. There is no evidence the program is not providing duplicative services; no explanation was given; proposal does not offer data to support collaborations with other agencies in the area.

30 rev. 1.15.2020

Performance Measures 5 = High 4 3 2 1 = Low How confident are you that the program’s performance measure of “How Well” is clear and well-defined? Please consider how confident you are that the stated program goals/measures are SMART: specific, measurable, attainable, realistic/relevant and timely.

The program’s measure of “How Well” is clear and determinate. The measure can be evaluated within grant deadlines. The measure has all (5/5) SMART elements.

The program’s measure of “How Well” is clear and determinate. Measure has most (3/5) SMART elements, not all.

The program’s measure of “How Well” is clear but indeterminate. Measure only has some of the (2/5) SMART elements.

The program mentions the “How Well” measure but it is unclear and indeterminate. Measure only follows one of the SMART standards (1/5).

The program does not mention the “How Well” measure. The goal(s) are unclear and/or do not support the work of UWCNM. There is no mentioned of the SMART element standards.

Is there a sound plan for collecting data for the performance measure/s “How Well”, including providing details or copies of the instruments used (survey, client self-report observation, etc.), and how the measures will be reported clearly?

The plan clearly states how the data is collected. The plan explains and provides details and/or a copy of all the instruments used to collect data on the “How Well” measure. The plan clearly explains the measurement and reporting of “How Well.”

The plan clearly states how the data is collected. The plan explains the instruments used but did not provide details or a copy of the instruments used to collect data on “How Well.” The plan was clear on the measurement of “How Well” but unclear on the reporting.

The plan clearly states how the data is collected. The plan did not explain the instruments used for collecting data on “How Well.” The plan vaguely explains the measurement and reporting of “How Well.”

The plan states how the data is collected. The plan did not explain the instruments used to collect data on “How Well.” The plan vaguely explains either the measurement or the reporting of “How Well,” but not both.

The plan may or may not explain how the data is collected. The plan may or may not provide a copy of the instruments used. The plan may or may not explain the measurement or reporting on “How Well.”

How confident are you that the program’s performance measure of “Better Off” is clear and determinate? Please consider how confident you are that the stated program goals/measures are SMART: specific, measurable, attainable, realistic/relevant and timely.

The program’s measure of “Better Off” is clear and determinate. The measure can be evaluated within grant deadlines. The measure has all (5/5) SMART elements.

The program’s measure of “Better Off” is clear and determinate. Measure has most (3/5) SMART elements, not all.

The program’s measure of “Better Off” is clear but indeterminate. Measure only has some of the (2/5) SMART elements.

The program mentions the “Better Off” measure but it is unclear and indeterminate. Measure only follows one of the SMART standards (1/5).

The program does not mention the “Better Off” measure. The goal(s) are unclear and/or do not support the work of UWCNM. There is no measure, or the measures do not support the SMART standards.

Is there a substantiated plan for collecting data for the performance measure/s “Better Off”, including providing details or copies of the instruments used (survey, client self-report observation, etc.), and how the measures will be reported clearly?

The plan clearly states how the data is collected and disseminated. The plan provides details and/or a copy of all the instruments used. The plan clearly explains the measurement of “Better Off.”

The plan clearly states how the data is collected and disseminated. The plan explains the instruments used but did not provide details or a copy of the instruments used. The plan was clear on the measurement of “Better Off” but unclear on the reporting.

The plan clearly states how the data is collected. The plan did not explain the instruments used for collecting data on “Better Off.” The plan vaguely explains the measurement and reporting of “Better Off.”

The plan states how the data is collected. The plan did not explain the instruments used to collect data on “Better Off.” The plan vaguely explains either the measurement or the reporting of “Better Off,” but not both.

The plan may or may not explain how the data is collected. The plan may or may not provide a copy of the instruments used. The plan may or may not explain the measurement or reporting on “Better Off.”

31 rev. 1.15.2020

Budget Justification 5 = High 4 3 2 1 = Low How confident are you that the program budget justification is clear, justified, efficient, and reasonable per budget narrative?

The budget narrative outlines expenses and revenue, it is clear how the money will be spent, and the funds raised are being used for the sole purpose of operating the program.

The budget narrative outlines expenses and revenue, but it is not clear how the funds will be spent and may or may not show how the funds are used for the sole purpose of operating the program.

The budget provides a general overview of how the funds will be spent. No additional information was provided or explanation of revenue or expenditures. There is little detail on how the funds will be used for the sole purpose for the program.

The budget narrative is missing either the expenses or revenue lines. It may or may not be clear how the funds will be spent. The narrative provides limited detail about how the funds are used for the sole purpose of operating the program.

There is no budget narrative, or the budget narrative does not provide detail as to revenue and expenses. It is not clear how the funds will be spent. There is no explanation to show how the funds are used for the sole purpose of operating the program.

Presentation 5 = High 4 3 2 1 = Low Did the presentation follow the guidelines and provide consistent information with the application?

The presentation was clear, credible, and supported the application with explanations on how much, how well, and better off metrics. Presenter(s) followed all guidelines.

The presentation was clear and credible. Presentation covered two metrics of how much, how well, and/or better off, but not all three. Presenter(s) followed many of the guidelines.

The presentation was clear. Presentation covered at least one metric of how much, how well, and/or better off. Although the presenter(s) followed many of the guidelines there were a few inconsistencies.

The presentation was somewhat unclear. There were consistencies with the application, but the metrics were not well defined and/or differed somewhat from the application. Presenter(s) may not have followed all guidelines, and/or information presented did not seem credible.

The presentation was unclear. Information did not seem credible and/or relevant. Presenter(s) did not cover any metric nor followed the guidelines.

32 rev. 1.15.2020

Volunteer Project Proposal (Optional)

This form will be provided for agencies to share upcoming opportunities for UWCNM volunteers to participate in specific projects with the agency. Agencies completing this form should provide specific dates and times with the number of volunteers needed, appropriate age ranges, and specific details about the project. This information will be shared with other departments at UWCNM in an effort to further support the work of agencies applying for funding and provide our volunteers with worthwhile engagement.

Agency Mission Statement Date(s) of project Provide 1-3 potential projects with a description that includes: nature of project, expected length of

time, number of volunteers (min/max), ages allowed to participate, and any other pertinent details. (Please also specify whether the project will be held at your agency’s location or could be included in a donor group event.)

Are there any items that volunteers can donate along with the project?

top related