united way of faribault 2015 community investment agency orientation for member agencies
TRANSCRIPT
United Way of Faribault
2015 Community Investment Agency Orientation
For Member Agencies
Purpose of Orientation
New Mission – Community Impact
New Forms – MN Common Grant Application
Change to funding timeframe
Q&A
UWW Vision
United Way envisions a world where all individuals and families achieve their human potential through:
EDUCATION – helping children and youth achieve their potential
INCOME STABILITY - Promoting family financial stability and economic opportunities
HEALTHY LIVES
UWF Mission
To unite (and mobilize) community resources (financial, material and caring people) around community issues, in order to improve lives.
Community Issues
Strategic Road Map
Incubation partnerships
Strategic Continuum
Strategic Continuum
United Way of Faribault will accomplish these through:•Community Investment Grants•United Way of Faribault Programs•Incubation of new Community Initiatives and collaboratives•Capacity building
United Way Target Outcomes
Outcome 1
Community members can meet their basic needs (foundational stability)Sufficient, nutritional foodAdequate, seasonal clothingStable, affordable housing
Outcome II
Community members of diverse abilities, ages, national origins and races can overcome barriers to employment, independent living, social opportunities and civic engagement. Barriers, such as:
Education and vocational skills
Transportation
Ability to read, write and communicate
A criminal record
Need for adaptive technologies
Outcome III
Community members have access to affordable Vision care
Dental care
Medical care
Prescription drugs
Mental health services
Outcome IV
Community members avoid and/or overcome chemical dependency
Outcome V
Community members live, learn, work and play in safe, empowering environments free of emotional, physical and sexual abuse
Outcome VI
Children and youth have the skills and supports needed to: Enter kindergarten developmentally on
track Be able to read by third grade Be able to avoid or overcome
involvement in risky behaviors
Our Community Investments
Team
Community Investment Team………………………………………………
BoardDirectors
ExecutiveCommittee
V.P. Community Investments
Community Investment Committee
Community Investment Advisory Board
UW Partner AgenciesDocument community needs & cost of service delivery
Review Requests for FundingMake funding recommendations to C.I.C.
Review – approve or amend – C.I.A.B. Recommendations
Present funding recommendationsto Board of Directors
Final Approval of funding recommendations
Annual DutiesYear-Round Duties
Deliver, document and evaluate services
In Recess
Final approval of admissions & emergency funding; recommend agency sanctions to Board of Directors
Review of program activitiesFinal approval of sanctions
Review requests for admissions & emergency funding; Recommend sanctions for noncompliant agencies
Present admissions & emergency funding recommendations and sanctions fornoncompliance to Executive Committee
VP – Community Investments Chairs the Community Investment
Committee
Oversee new admissions, emergency funding requests and agency compliance
Coordinates the community investment review process
Delivers the final grant award recommendations to Board of Directors
Community Investment Advisory Board Teams and Members Chair –CIC member
◦ Facilitates Review Panels◦ Provides Historical Information
Financial Advisor◦ Reviews Finances◦ Presents Financial Analysis
Advisory Board Members◦ Review Requests for Funding◦ Participate in Panel Interviews◦ Recommend Agency Funding
Decision Makers
Voting Member
Non-voting Member
Community Investment Panel Chair
√
Community Investment Advisory Board Panel members
√
Panel Financial Advisor √
Vice President, Community Investments
√
Executive and Deputy Directors √
Requests for Funding
The Review Process
Review Standards
Documented Need
Unduplicated Services
CommunityImpact
United WayAlignment
Organizational Capacity
ExternalDocumentation
ExternalDocumentation
Documented Need
Documented Need
InternalDocumentation
InternalDocumentation
CollaborationCollaboration
UnduplicatedServices
UnduplicatedServices
UniqueProgramServices
UniqueProgramServices
OutcomesRelated toServices
OutcomesRelated toServices
AppropriateEvaluation
Tools
AppropriateEvaluation
Tools
Planned EvaluationConducted
Planned EvaluationConducted
DocumentedImpact
DocumentedImpact
AccurateNumerical Reporting
AccurateNumerical Reporting
UWGlobal
Outcomes
UWGlobal
Outcomes
Community Impact
Community Impact
MeasurableOutcomes
MeasurableOutcomes
MissionDriven
MissionDriven
FiscallySound
FiscallySound
Conditionsof Funding
Conditionsof Funding
AccessibleAccessible
OrganizationalCapacity
OrganizationalCapacity
Staff & Volunteers
Staff & Volunteers
The Panel Interview
Purpose & Protocols
Structure Introductions
Agency Presentation
Program Interview
Financial Interview
5 minutes
10 minutes
15 minutes
15 minutes
Signs of Fiscal Health
• Meets All Reporting Requirements
• Diversified Funding
• Balanced Budget
• Adequate Reserves
United Way of Faribault2016 Proposal Process and Forms
Telling YOUR Story
Vision, Mission, Target Outcomes
Need, Services, Collaboration
Impact on Clients
Financial Viability
Funding Checklist
Required Documents A 8 copies of the complete Request for
Funding for each program requested
Required Documents B 1 copy required for each agency
Cover Sheet
Organizational Information
Proposal Information
2016 Agency Budget Summary
Signature
Proposal Narrative:Agency Information Section I1. History, mission, purpose
2. Overview of agency’s current human services
3. Determination of services, including description of formal needs assessment
4. Collaboration
5. Diversity
6. UW partnership
Proposal Narrative: Program Information Section IISection must be completed for each
program:
1. Funding area checkbox
2. Program description and specific program impact(s) – this includes alignment with the United Way target outcomes in the funding area you chose for your program
Program Information Section IISection must be completed for each program
4. Work Plan and Evaluation Form I – for Direct Service Funding area Program name Brief service
description Total # of clients # units of service Planned outcome Evaluation tool
4. Work Plan and Evaluation Form I – for Education and Support Groups
Total # of participants
# Sessions
Program Information Section II
Section must be completed for each program:
5. Financial sustainability of the program
6. Documenting improved or changed lives of your clients
7. Evaluation tools to measure those improvements or changes Describe
Attach
8. Use of evaluation results
Section III Budget Form 2-A: Agency & Program BudgetForm to be completed for both agency and program income and expense for all programs:
Agency budget is for entire agency, not just southern Rice County
Please name each of the programs
Section III Budget Form 2-B: Reserved FundsForm to be completed for both program restricted and unrestricted reserve funds
Section III Budget Form 2-C: Program Staff and VolunteersForm to be completed for each requested program
Use FTE’s and not percentages
UWF-funded program FTE’s may not add up to Organizational FTE’s if that staff person is also split over non-UW funded programs
Volunteer and volunteer hours should be allocated across programs based on actual hours served
Section III Budget Form 2-D:2014-15 Income SourcesForm to be complete for the agency
Should be program-specific
List all foundation, corporate, and government grants secured, pending, and denied for 2014-15 programming for over $1,000 – with amounts
Required of all agencies with budgets under $1 million
Signs of Fiscal Health
• Meets All Reporting Requirements
• Diversified Funding
• Balanced Budget
• Adequate Reserves
2016 Final Report Form 3-A1. Form is to be completed for each
program. For direct human services numbers:
Planned and actual # total clients Planned and actual # of units of service # of new clients served in 2016 # of former clients served in 2016 Total number of clients served in 2016
2016 Final Report Form 3-A
2. Form is to be completed for each program. For education and support group numbers:
Actual client counts should be included in the numbers noted under direct human service totals
Planned and actual # total participants Planned and actual # session
2016 Final Report Form 3-B: Geographic Distribution
Form is to be completed for each program.
Total number of clients on this page MUST equal the number on Forms 1 and 3-A
2016 Final Report Form 3-C: Client Demographic DataData collection for this form is required of all UWF-
funded agencies in 2016
Section IV
The 2014-15 Partner Intermediate Program Report
Reporting time July 1, 2014 to March 31st, 2015.
Policies
Counterterrorism Compliance
Agency Correspondence
Member Agency Contract
Timeline
May 1st: Proposals Due May 11 - 15: Panel Interviews May 18: C.I. Committee Review
& Approval May 18: Board Review and
Approval May 26th: Agency Notification
Community Investment
Grant Payouts
Current Cycle -- New Cycle
July – June January December
Staff Resource
Jillian Mithun, Deputy Director Prepares and distributes materials Coordinates meetings Facilitates communications and
notifications Provides assistance downloading
material from the UWF website 507.218.8420 [email protected]
Staff Resource
Kim Purscell, Executive Director Provides technical assistance to agencies
during the application process Provides supplemental information to CIAB
panel members and chairs during deliberations
Clarifies protocols and procedures throughout the grant review process
507.363.1634 [email protected]
QUESTIONS?
FAQ’s
How many programs can I apply for?
May I apply in more than one Target Funding Area?
Do I need to submit a separate proposal for each program I apply for?