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Final CCF RFP
Final CCF RFP
Final CCF RFP
Final CCF RFP
Final CCF RFP
Final CCF RFP
Final CCF RFP
Final CCF RFP
Final CCF RFP
Final CCF RFP
Final CCF RFP
Final CCF RFP
Final CCF RFP
Final CCF RFP
Final CCF RFP
Final CCF RFP
Final CCF RFP
Final CCF RFP
Final CCF RFP
Final CCF RFP
Final CCF RFP
Final CCF RFP
Final CCF RFP
Final CCF RFP
Final CCF RFP
Final CCF RFP
Final CCF RFP
Final CCF RFP
Final CCF RFP
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Final CCF RFP

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CCF Request For Proposal for San Antonio

CCF Request For Proposal for San Antonio

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  • 1. San Antonio Compassion Capital Fund Request for Proposals I. SUMMARY, DEFINITIONS, AND APPLICATION PROCESS A. Summary. Faith- and community-based organizations across our country reach into the communities and serve some of the most vulnerable and hardest-to-reach constituents in life- changing relationships and service. These faith- and community-based organizations contribute to the transformational power of personal dedication and possess an abiding allegiance to the well-being of the participants they serve. Therefore, the Compassion Capital Fund has been created to help build the organizational capacity of faith- and community-based organizations to improve these services to communities in need through technical assistance, training opportunities, and funding. Family Service Association of San Antonio, Inc. (“Family Service”) has been awarded a Com- passion Capital Fund grant to provide technical assistance and make sub-awards to faith- and community-based organizations providing services in the ten lowest-income zip code communi- ties in San Antonio, Texas 78201, 78207, 78210, 78211, 78221, 78223, 78227, 78228, 78237, 78242 to engage in capacity-building projects to help enhance and expand their services in the following three service areas: • Services for youth (youth is defined as those young people between 10 and 21 years of age) • Services to provide financial education to youth and adults, including programs that provide asset building • Services that provide job readiness programs and/or job attainment for older youth and adults The San Antonio Compassion Capital Fund project is a San Antonio Capacity Building Initiative. B. Deadline/Important Dates. (1)Application Instructions/Deadline. The deadline for submission of complete applications is February 22, 2010, by 5:00 PM. Applications must be received and date stamped at the following address by the deadline. (Postmarks will not constitute compliance with the deadline). Christine Sinick, Director of Services Family Service Association of San Antonio, Inc. 702 San Pedro San Antonio, TX 78212 Applications may be completed electronically, but must be mailed or hand-delivered to Family Service by the application deadline. Mailed or hand-delivered applications must include an original and six (6) copies of the complete application and attachments.
  • 2. Successful applicants will be notified of their selection by phone or email no later than March 9, 2010. Mail notification will be sent to unsuccessful applicants no later than March 10, 2010. (2) Bidders’ Conference will be held on January 29, 2010, as part of the Built for Lasting Impact three-day training at the following location: The Neighborhood Place 3014 Rivas Street San Antonio, Texas 78228 C. Definitions. Bidder’s Conference: An information session to explain the funding opportunity to potential applicants. Capacity Building: Activities that improve an organization’s ability to offer services. Further clarification and examples of eligible capacity-building activities can be found at the end of this document. Individual Technical Assistance Plan: An individualized plan made with the organization and the Family Service Technical Assistance manager detailing specific capacity-building activities to address organizational needs. Built for Lasting Impact Institute: Workshops offered as a part of the San Antonio Compassion Capital Fund project. To be provided on January 27, 28, and 29, 2010 at The Neighborhood Place. MOA: Memorandum of Agreement: This is an agreement made between Family Service and the service organization defining the roles and responsibilities of organizations participating in the San Antonio Compassion Capital Fund project. Sub-Award: A grant given to an organization through an intermediary organization. In this case, Family Service is the intermediary, and organizations serving the community in the designated zip codes apply for the sub-awards. Technical Assistance/Management: One-on-one technical assistance provided to individual organizations to address capacity-building needs. In this case, organizations who are successful in receiving a grant will meet with a Technical Assistance manager. They will create an individual Technical Assistance plan and work toward accomplishing those goals. D. Timetable Training Institute: January 27-29 RFP Announcement: January 29 Sub-Award Application: February 22 Application Review: February 25-26 Conduct Site Visits: March 3-5 Contracts Sent: March 9 Contracts Due Back: March 26 Mandatory Training: March 30
  • 3. E. Attachments • Complete Application • Commitment Page • Organizational Assessment • Copy of financial statement from most recent fiscal year II. PROGRAM PURPOSE A. Program Purpose. The San Antonio Compassion Capital Fund project will provide one-on- one technical assistance and sub-awards to approximately 14-20 faith- and community-based organizations in the ten lowest-income zip code communities with the purpose of building organizational capacity in the delivery of any of the following service areas: services for youth (youth is defined as those young people between 10 and 21 years of age); services to provide financial education to youth and adults, including programs that build assets; services that provide job readiness programs and/or job attainment. The project will provide sub-awards that are integrated with ongoing technical assistance activities in which organizations develop, expand and/or enhance capacity to provide services to the three stated service areas. The technical assistance and sub-awards will build the capacity of participating organizations to provide high-quality, evidence-based services. B. Program Goals and Objectives. The goal of San Antonio Compassion Capital Fund project is to expand and enhance services within the San Antonio community by building the capacity of organizations that provide any of the following service areas: services to provide financial education to youth and adults, including programs that develop and/or provide asset building; services that provide job readiness programs and/or job attainment. C. Target Populations. Organizations funded under this RFP must serve one of the following target services areas within at least one of the ten lowest-income zip codes in San Antonio: services for youth (youth is defined as those young people between 10 and 21 years of age); services to provide financial education to youth and adults, including programs that develop and/or provide asset building; services that provide job readiness programs and/or job attainment. D. Mandatory Program Components. Organizations funded under this RFP must provide services in one or more of the following target services areas:  Services for Youth (youth is defined as those young people between 10 and 21 years of age). To be considered, the organization must provide youth services that address the ability of youth to succeed in life. Examples of program components may include and are not limited to the following: • Tutoring, study skills training, and instruction leading to school completion, including dropout prevention strategies • After school or summer activity programs • Academic and life enrichment programs and activities • Incentives for school success • Job shadowing
  • 4. • Paid and unpaid work experiences, including internships that encourage and support school success • Leadership development opportunities • Adult mentoring • Comprehensive guidance and counseling, including drug and alcohol abuse recovery • Work readiness skills • Comprehensive case management • Preparation for post-secondary educational opportunities • Healthy relationship-building skills • Public school partnerships • Sports programs that encourage healthy development • Music or other art development programs ----OR----  Services to provide financial education to youth and/or adults. Organizations must be prepared to provide research-based curriculum to those desiring financial education. If you do not have or do not know if you have a research-based curriculum, project staff will assist you in determining or selecting a curriculum. Examples of program components may include and are not limited to the following: • Budgeting • Financial planning • Savings strategies • Home and/or automobile purchasing strategies • Family financial strategies ----OR----  Services that provide job readiness programs and/or job attainment. Organizations must be prepared to provide job readiness curriculum to those desiring jobs and/or provide job attainment services leading to the attainment of an appropriate job. If you do not have or do not know if you have a curriculum, project staff will assist you in determining or selecting a curriculum. Examples of program components may include and are not limited to the following: • Job readiness classes including resume preparation, interview skills, positive job attitudes and behaviors, etc. • Job Search programs • Case managers who assist in finding a job • Mentoring programs • Basic job skill development, such as computer skill development, basic reading or math, drivers license training, etc. • Healthy family relationship development classes that focus on stable family situations to support job success  All grantees will agree to participate in ongoing technical assistance supporting organizational capacity building. Organizations must commit to the following activities (with the assistance of the technical assistance team): • Regular meetings with the technical assistance providers
  • 5. • The development of an individualized technical assistance plan (ITAP), with a minimum of two areas to be developed/strengthened • Regular progress toward meeting the goals of the ITAP • Conducting a review of organizational financial management procedures and the development of a financial management improvement action plan (where need is indicated) • Conducting a board/leadership training • Development of a strategic/business plan Failure to participate in any of the above as well as required reporting may result in a hold of or removal of grant award.  All grantees are subject to all federal accounting and compliance requirements found in OMB Circular A-122 and in 45 CFR Part 74. The White House documents: • Guidance to Faith-Based Grantees: http://www.whitehouse.gov/government/fbci/guidance/index.html • White House Protecting the Civil Rights and Religious Liberties of Faith-Based Organizations: http://www.whitehouse.gov/government/fbci/booklet.pdf  All grantees will be required to obtain Board of Director signatures on a sub-award agreement that will specify the following: • The tasks that you have agreed to complete • The budget you have been awarded • The type of accounting documents you will be required to provide prior to: a. the funding of your grant b. the grievance and corrective policy c. reporting requirements • All funds will be used exactly as depicted without prior approval • No funds may be used to support religious activity that is considered “inherently religious” such as worship, instruction, or proselytization. • Service will be made available through your grant-funded program to all eligible persons without making religious faith requirements. III. PROJECT AND APPLICANT ELIGIBILITY San Antonio Compassion Capital Fund invites eligible organizations that provide services in the three approved service areas to submit applications. A. Eligible Applicants. • The organization must be a faithor communitybased organization. • The organization’s annual budget must be no more than $500,000. • The organization has not received federal funding in the past three years. • The organizations must not have previously received Compassion Capital Funds for similar work.
  • 6. • The organization must provide (or plan on providing) one or any of the following service areas: a. Services for Youth (youth is defined as those young people between 10 and 21 years of age) b. Services to provide financial education to youth and adults, including programs that develop and/or provide asset building c. Services that provide job readiness programs and/or job attainment • Provides services within one of the following zip codes: 78201, 78207, 78210, 78211, 78221, 78223, 78227, 78228, 78237, 78242 • May NOT include for-profit entities • Social Competency (provides services that are culturally appropriate) • Readiness for Development (indicates a willingness to grow and invest time by involving its organizational leaders in the process) • History of Meaningful Social Service (provides community services that are meaningful and important within the community) B. Geographic Area. Organizations providing services in at least one of the following ten zip codes: 78201, 78207, 78210, 78211, 78221, 78223, 78227, 78228, 78237, 78242. C. Project Period. March 2010 – September 2010 D. Number/Types of Awards. Approximately 14-20 sub-awards will be made between $12,000 and $20,000. IV. SUB-AWARD RESPONSIBILITIES AND RESTRICTIONS A. Responsibilities Under the Memorandum of Agreement (MOA). (1) Memorandum of Agreement (MOA): Upon notification, each sub-awardee will create an MOA with Family Service setting forth required terms and conditions of the sub-award, including the amount of the sub-award, the approved uses of the sub-award, and reporting requirements. B. Organizational Commitment. Sub-awardees must commit to the following: • Participate in one-on-one coaching, including the development of an individualized technical assistance plan. • Submit monthly financial and program reports. • Conduct a review of financial systems. • Develop a strategic / business plan. • Conduct a board retreat. • Participate in evaluation activities as directed by the Technical Assistance Manager. • Appropriately manage sub-award funds according to Family Service’s standards (training will be provided). • Review and submit all requested reports to Family Service in a timely manner. C. Uses and Restrictions: • Sub-award funds may NOT be used to pay for direct service provision. • Sub-award activities are governed by all applicable Federal laws and regulations including those in 45 CFR 87.1, which state that direct Federal grants, sub-awards funds, or contracts under the Compassion Capital Fund Demonstration Program
  • 7. shall not be used to support inherently religious activities such as religious instruction, worship, or proselytization. • Sub-award funds must be used for capacity-building activities that further the sustainability of sub-awardees social services as set forth in the individualized Technical Assistance plan. • The costs of organized fundraising, including financial campaigns, endowment drives, solicitation of gifts and bequests, and similar expenses solely to raise capital or obtain contributions, are unallowable under a sub-award. [2 CFR 220 (OMB A-21)] • Family Service will consider funds for current staff salary if: (i) the staff salary relates directly to building the applicant’s organizational capacity; or (ii) the proposed staff time to be paid will be used for a non-recurring activity that will build the applicant’s capacity to achieve its objectives, as set forth in the proposal; or (iii) the proposed capacity-building activity would otherwise be contracted.
  • 8. APPLICATION (Part 1 of 2) NOTE: This is a two-part application. Both parts of the application can be completed electronically and submitted to Family Service by mail or hand-delivered by the February 22, 2010, deadline. Please type your responses into this form; it will expand to accommodate your response. A. APPLICATION COVER SHEET Date of Application: Name of Organization: Program Name (if different): Address: City, State, Zip: Phone: Fax: Web site: Name of Contact Person Regarding this Application: Title: Phone: E-mail: Service Area (Job Readiness/Training, Financial Education or Youth): Amount of grant requested:
  • 9. B. Commitments Please respond to the following items and have authorized representatives’ sign below. Our organization is willing to accommodate on-site visits to our facility and any facilities of our subcontractors and/or parties by Family Service Association and/or its designees.  Yes  No Our organization will meet with the Family Service Association technical assistance manager to develop an individualized technical assistance plan.  Yes  No Our organization will meet with Family Service Association technical assistance managers and specialists, as designated in the individualized technical assistance plan.  Yes  No With the assistance of TA managers and specialists, our organization will cooperate in a financial management review and plan.  Yes  No With the assistance of TA managers and specialists, our organization will develop a strategic plan.  Yes  No With the assistance of TA managers and specialists, our organization will develop a Board/Leadership Plan and conduct a board/leadership training.  Yes  No Our organization is a community OR faith-based organization.  Yes  No Our organizational annual budget is no more than $500,000.  Yes  No Our annual budget for 2009 is $_____________________. Our organization has received no federal funding.  Yes  No Our organization has not previously received CCF funds for similar work.  Yes  No Our organizational provides services within one of the targeted zip codes.  Yes  No Our organization is NOT a for-profit entity.  Yes  No
  • 10. Authorized Signature Our organization is willing to accommodate on-site visits to our facility and any facilities of our subcontractors and/or parties by Family Service and/or its designees.  Yes  No By signing this required form, the Board of Directors and staff affirms that all information provided is accurate. Signature also certifies that the organization has received no federal funding in the past. Furthermore, the organization recognizes that the submission of this application does not guarantee that the organization will be selected to participate in the San Antonio Compassion Capital Fund program through Family Service. Board President Printed Name: Name and Title of Top Paid Staff: Signature: Signature: Phone Number: Phone Number:
  • 11. B. ORGANIZATION DESCRIPTION AND HISTORY (3 pages maximum, 20 points). Please type your responses into this form; it will expand to accommodate your response. However, please make sure you do not exceed the page limit for this section. 1. What is the organization’s mission? 2. What are the goals of the organization? 3. Give a brief overview of your organization’s history (when organized, who founded organization, why founded, etc.) 4. Give a brief summary of various programs offered by your organization. 5. List any collaborative partners. 6. Throughout the time you have been providing services in this community, what has been your greatest success? 7. Throughout the time you have been providing services in this community, what has been your greatest challenge (not including funding)? C. GEOGRAPHIC SERVICE AREA (1 page maximum, 10 points). Please type your responses into this form; it may be expanded to accommodate your response. However, please make sure you do not exceed the page limit for this section. 1. Describe the locations and boundaries of your program. 2. Describe the population served by the organization.
  • 12. D. COMMUNITY AND ORGANIZATIONAL NEED (2 page maximum, 10 points). Please type your responses into this form, it will expand to accommodate your response. However, please make sure you do not exceed the page limit for this section. 1. Describe what your organization needs to help improve its performance and impact your target population. (NOTE: The need(s) should relate to your organization, such as “need computerized accounting system,” not to your target population, such as “need to prevent youth from engaging in substance abuse.”) 2. How will addressing the organizational need(s) you have identified above help you better serve your target population? E. PROGRAM INFORMATION (3 pages maximum, 25 points). Please type your responses into this form; it will expand to accommodate your response. However, please make sure you do not exceed the page limit for this section. 1. Provide a summary of any current program(s) provided in any of the 3 approved service areas (job readiness/training, financial education, youth), including number served, curricula or methods of delivery used, goals and objectives. 2. Describe how you will use the resources provided to expand or enhance services in any of the three approved service areas. 3. Describe the benefit you expect from these capacity building activities.
  • 13. F. PROGRAM MANAGEMENT (1 page maximum, 15 points). Please type your responses into this form; it will expand to accommodate your response. However, please make sure you do not exceed the page limit for this section. 1. Please provide the name of each board member, the date appointed to the board, the name of their employer, and the skill they bring to your board. 2. Please provide the name of all paid staff, their position, salary, and hours/week.
  • 14. H. FUNDING REQUEST (20 points) Please type your responses in the tables below. You may be addressing one or more capacity-building areas. If you are addressing more than one area of capacity-building, please complete one table for each area of capacity. (See example on Page 26) CAPACITY-BUILDING AREA #1 What is the Capacity-Building Need you want to address? What area of service are you addressing?  Youth  Financial Education  Job Readiness/Skills Describe the need and how you will address it. What will the Amount of Explanation for Objectives or Goals to Actions Required to Accomplish Timeline for each grant funds be grant funds funding amount be Accomplished this Goal Action Item used for? requested through this activity for this activity TOTAL FUNDS REQUESTED CAPACITY-BUILDING AREA #2 What is the Capacity-Building Need you want to address? What area of service are you addressing?  Youth  Financial Education  Job Readiness/Skills Describe the need and how you will address it. What will the Amount of Explanation for Objectives or Goals to Actions Required to Accomplish Timeline for each grant funds be grant funds funding amount be Accomplished this Goal Action Item used for? requested through this activity for this activity
  • 15. TOTAL FUNDS REQUESTED CAPACITY-BUILDING AREA #3 What is the Capacity-Building Need you want to address? What area of service are you addressing?  Youth  Financial Education  Job Readiness/Skills Describe the need and how you will address it. What will the Amount of Explanation for Objectives or Goals to Actions Required to Accomplish Timeline for each grant funds be grant funds funding amount be Accomplished this Goal Action Item used for? requested through this activity for this activity TOTAL FUNDS REQUESTED
  • 16. I . FINANCIAL INFORMATION NOTE: If you already prepared an organization budget that contains this information, please feel free to submit it in its original form. If you do not have a written budget, please use this format as a guide to presenting your organization’s budget. Add rows as necessary for your organization’s current fiscal year. Organizational Fiscal Year: INCOME SOURCE AMOUNT Government Grants and Contracts (specify) Foundations (specify) Corporations Religious Institutions Fundraising Events and Products Membership Income In-kind Support Other (specify) TOTAL INCOME EXPENSES ITEM AMOUNT Salaries and Wages Fringe Benefits and Payroll taxes Consultant and Professional Fees Travel Training Printing/Copying Telephone and Fax Postage/Delivery Rent and Utilities In-kind Expenses Other Program Expenses TOTAL EXPENSES Please add any comments that will help explain the budget above and the organization’s financial position.
  • 17. APPLICATION (Part 2) Organizational Assessment As part 2 of your application, you must complete and return the accompanying survey. Survey begins on the following page.
  • 18. ORGANIZATIONAL ASSESSMENT SURVEY Name of Organization __________________________________________________________ Organization Address __________________________________________________________ Phone ________________________ E-mail ________________________________________ Name of Contact Person ________________________________________________________ 1. Please check the appropriate box. Our organization is:  Unincorporated  Unincorporated, but hosted by a 501(c)(3) organization that serves as the fiscal agent  In process of obtaining 501(c)(3) status  A 501(c)(3) organization  Other ____________________________________________________ 2. Please check the box that best describes your organization.  Faith-based/ Religious organization  Non-religious, community-based organization 3. Does your organization service any of the following zip code area(s)? If so, please check the appropriate box(s):  78201  78207  78210  78211  78221  78223  78227  78228  78237  78242 PROGRAM SERVICES 4. Does your organization have a written mission statement?  yes  no 5. Does your organization have a written strategic plan?  yes  no 6. Does your organization conduct formal measurements/assessment of the results and benefits of the services provided?  yes  no 7. Has your organization developed well-thought-out-program plans for the target service areas?  yes  no 8. Do you have curricula for all service areas?  yes  no 9. Does your organization implement programs in any of the following social service areas:  Service for youth  Services to provide financial education to youth and/or adults  Services that provide job readiness programs and/or job attainment 10. Explain how you meet one or more of the priority social service areas: ___________________________________________________________________________ ___________________________________________________________________________
  • 19. ___________________________________________________________________________ Below is a table listing possible focus areas for your organization. Please check one box for each area. See the key below: A = Not a focus area because we are satisfied with our achievement in this area B = Have implemented steps to address this focus area C = Have developed plans or ideas to address this area, but have not implemented yet D = Know we should work on this, but we lack the time and/or resources E = Not an area of focus at this time Focus Area A B C D E Development of organizational mission statement, goals,      and objectives Development of an organizational strategic plan      Increasing the number of participants served      Increasing the number or scope of services provided      Incorporating a new approach to providing services to      improve quality Expanding services to include a new group of participants      or geographic area Developing a way to collect more information about our      participants, including demographics and how the services helped Strengthening the organization’s overall ability to measure      effectiveness Development of program plans for each service area      Locating and being trained in necessary program curricula      Development of a jobs readiness/skills program      Development of a teen pregnancy prevention program      Development of a financial education program      FINANCIAL MANAGEMENT 11. In the last completed fiscal year, what were your organization’s total expenditures? $___________________. 12. Does your organization have a designated person who is responsible for financial manage- ment (paying bills, making deposits, keeping records)?  yes  no 13. Your organization prepares its budget:  Annually  Quarterly  Monthly  The organization does not develop a budget on a regular basis  Other ________________________________________________________ 14. Does your organization have written financial management procedures that provide checks and balances for ensuring expenditures are properly authorized?  yes  no
  • 20. Below is a table listing possible focus areas for your organization. Please check one box for each area. See the key below: A = Not a focus area because we are satisfied with our achievement in this area B = Have implemented steps to address this focus area C = Have developed plans or ideas to address this area, but have not implemented yet D = Know we should work on this, but we lack the time or resources E = Not an area of focus at this time Focus Area A B C D E Developing systems that will help manage the      organization’s finances more effectively Putting in place a budgeting process that ensures effective      allocation of resources Identifying and pursuing new sources of government      funding Identifying and pursuing new sources of non-government      funding Identifying and pursuing new sources of in-kind donations      Developing a fund development plan      HUMAN RESOURCES 15. What is the total number of full-time paid staff? ________ 16. What is the total number of part-time paid staff? ________ 17. What is the total number of full-time unpaid staff? ________ 18. What is the average number of volunteers per month? ________ 19. Is there a written job description for each staff or job category?  yes  no 20. Does your organization conduct annual performance reviews?  yes  no Below is a table listing possible focus areas for your organization. Please check one box for each area. See the key below: A = Not a focus area because we are satisfied with our achievement in this area B = Have implemented steps to address this focus area C = Have developed plans or ideas to address this area, but have not implemented yet D = Know we should work on this, but we lack the time or resources E = Not an area of focus at this time Focus Area A B C D E Creating a plan or locating resources to help our executive      director and other staff improve their leadership abilities Providing staff with professional development and training      to enhance skills in service delivery or skills in administration and management
  • 21. Recruiting, developing, and managing volunteers more      effectively Development of job descriptions      GOVERNANCE 21. Do you have a Board of Directors?  yes  no 22. How many members are on your Board of Directors?  yes  no 23. Does the Board provide a formal orientation for new Board members?  yes  no 24. Is the Board active in fundraising?  yes  no 25. Does the Board set goals and strategies for the organization?  yes  no 26. Do Board members participate in Board committees?  yes  no Below is a table listing possible focus areas for your organization. Please check one box for each area. See the key below: A = Not a focus area because we are satisfied with our achievement in this area B = Have implemented steps to address this focus area C = Have developed plans or ideas to address this area, but have not implemented yet D = Know we should work on this, but we lack the time or resources E = Not an area of focus at this time Focus Area A B C D E Recruiting Board members      Providing information to the Board so they can better      understand their responsibilities and create plans for improving their performance Development of Board policies and procedures      TECHNOLOGY 27. Do you have enough functioning computers for your organization?  yes  no 28. Is your staff proficiently sufficient in the use of computers/software as needed by your organization?  yes  no 29. Does your organization have sufficient access to the Internet?  yes  no 30. Does the organization regularly use computer software for financial management?  yes  no 31. Does your organization have a website?  yes  no 32. Does your organization need a website if you do not have one?  yes  no
  • 22. Below is a table listing possible focus areas for your organization. Please check one box for each area. See the key below: A = Not a focus area because we are satisfied with our achievement in this area B = Have implemented steps to address this focus area C = Have developed plans or ideas to address this area, but have not implemented them yet D = Know we should work on this, but we lack the time or resources E = Not an area of focus at this time Focus Area A B C D E Development of a plan to provide sufficient computers and      technology for your organization Training for staff in various computer software skills      Development of a plan to develop or upgrade your website      Development of a donor base      COMMUNITY ENGAGEMENT 33. Is your organization engaged in partnerships with other organizations in the community area?  yes  no 34. Has your organization completed a community assessment or needs assessment?  yes  no Below is a table listing possible focus areas for your organization. Please check one box for each area. See the key below: A = Not a focus area because we are satisfied with our achievement in this area B = Have implemented steps to address this focus area C = Have developed plans or ideas to address this area, but have not implemented yet D = Know we should work on this, but we lack the time or resources E = Not an area of focus at this time Focus Area A B C D E Conducting a community assessment or needs assessment     
  • 23. Capacity-Building Activities Capacity-building activities are those activities that provide or improve organizational knowledge, skills, experience, equipment, or resources to increase organizational capacity to enhance or expand services. They are not direct program delivery expenses. The following chart gives examples of possible and various organizational areas of need: CAPACITY-BUILDING vs. DIRECT SERVICES Capacity-Building Direct Services Researching and developing new programs Implementing a program, program or services activities, or program curriculum that provides services to clients Developing or designing a program or program curriculum Purchasing food for service programs Purchasing program-related equipment and Paying management costs for existing durable supplies programs Implementing systems to keep records on Holding seminars or events for clients client needs, referrals, service recipient satisfaction, or service recipient outcomes Paying staff to work directly with clients Evaluating current needs CAPACITY-BUILDING for Community Engagement Allowable Examples Non-Allowable Examples Assess effectiveness of existing Purchasing food for community events collaborative efforts Conduct assessment of community needs Paying management costs for existing Create a map/inventory of community community partners assets Create action plan for Development of grants for community coordinating/collaborating partnerships and programs Create or update a brochure Create or update a Web site Paying staff to work directly with community Create processes for collaborating with partners partners Develop new strategic partnerships Establish partnership agreements Make presentations to community groups
  • 24. CAPACITY-BUILDING for REVENUE DEVELOPMENT STRATEGIES Allowable Examples Non-Allowable Examples Create a revenue development plan Contacting organizations or individuals for Identify potential funding sources funds (this includes paying for a lunch Implement donor-tracking software meeting) Provide revenue development training to staff Paying management costs Sending appropriate staff to grant-writing seminars Development of grants or proposal Hiring a consultant to develop a fundraising requests for programs strategy for your organization Hiring a full-time development director to Printing and mailing direct mail flyers or focus on long- and short-term fundraising brochures that include the option for donors efforts to make donations Buying donor development software that organizes donor information, but does not Hiring a fundraising consultant to plan enable direct online donations specific events or make funding requests Buying donor development software that enables a direct online donation link (such software is not itself problematic; it is the online donation link feature that may not be funded with CCF funds) CAPACITY-BUILDING for PROGRAM DEVELOPMENT Allowable Examples Non-Allowable Examples Analyze outcome data /evaluate Purchasing and/or rental of facilities effectiveness of current services Collect information related to service Paying for utilities recipient outcomes or satisfaction Create an outcome measurement plan Purchasing disposable curriculum materials Implement systems to keep information for participant use related to client needs, referral sources, services provided, recipient satisfaction Purchasing food for events and/or service recipient outcomes Obtain program related equipment and Paying management costs durable supplies Develop plans for implementing a financial Development of grants for programs education program Paying staff to provide direct program Develop plans for implementing a job services readiness program Purchase of disposable program supplies Develop plans for implementing a youth support program
  • 25. Purchase curriculum (for trainers or staff) for any of the above programs Attend training/seminars on any of the above programs Become certified in any of the above programs Develop training manuals for staff and volunteers Develop policies and procedures CAPACITY-BUILDING for ORGANIZATIONAL DEVELOPMENT Allowable Examples Non-Allowable Examples Create a staff performance review process Purchasing food Create a strategic plan Create financial management procedures/ Paying management costs improve internal controls Create job descriptions Paying staff to conduct ongoing Create marketing materials bookkeeping or regular financial Create/revise organizational identity management processes Create/update an annual report Implement a new accounting system Development of marketing materials that Implement a new budgeting process contain religious content Implement a staff performance review process Implement new financial management procedures Incorporate as a legally recognized organization Install IT infrastructure Obtain 501(c) (3) status with the IRS
  • 26. CAPACITY-BUILDING for LEADERSHIP DEVELOPMENT Allowable Examples Non-Allowable Examples Create a volunteer management plan Purchasing food for leadership events Create a volunteer recruitment plan Create Board policies Paying management costs Create executive succession plan Engage executive coach Paying staff to work directly with volunteers Implement a volunteer management plan Provide management/leadership training to Payment of executive director for ongoing staff organizational management Provide training/written information for Board of directors Recruit Board members Recruit volunteers (non-Board) Examples: 1. You are interested in developing a teen pregnancy prevention program in your organization. Funds may be used for hiring a staff person to develop the program plan, purchase of curricula for the trainers, training facilitators (train the trainer), staff that develop an outreach plan, training manuals, development of a data collection and evaluation process. You may need to upgrade or purchase technology for presentations (such as projectors, screens, a desktop computer for tracking participants and writing grants, etc.) If you are part of a larger organization with multiple sites, you could use the funds for all of the above, as well as linking the resources throughout the sites. If your sites are in various locations, you could use the funds to bring representatives from each site together for training and certification. These funds CANNOT be used to hire facilitators to lead classes or to purchase participant curriculum materials. That is considered direct operations. 2. You currently have an after-school tutoring program and would like to develop a mentoring program also. Capacity-building activities might include salary for a person to develop the program, training for staff and volunteers, and development of training materials. These funds CANNOT be used to pay current program staff salaries. 3. You have a job readiness program but want to develop a computer-training component. Fundable, capacity-building activities might include the purchase of computers, technology for the program, salary for a person to develop the program, and furniture for the classroom. These funds CANNOT be used to hire computer teachers for the classes. 4. You want to develop a financial education class for adults in your community. Nothing now exists. Fundable, capacity-building activities might include conducting a community needs assessment to determine community need, hiring a person to develop the program plan and do the needs assessment, hiring someone to develop a fundraising plan for the program, purchase of computers, curriculum, or software related to the program. 5. You have a job skill training program in place, but your leadership to support the program is not strong. Fundable, capacity-building activities might include hiring a consultant to develop a board manual and to provide board training and costs of a board retreat.
  • 27. EXAMPLE FOR SECTION E. FUNDING REQUEST IN THE APPLICATION CAPACITY-BUILDING AREA #1 What is the Capacity-Building Need you want to address? Develop a program to prevent teen pregnancy What area of service are you addressing? (youth, financial education, or job readiness) Youth Describe the need and how you will address it. Our community has many young women who become pregnant before they complete school or are married. Therefore, they are dropping out of school and living in poverty. We need a program that helps them understand the risks of teen pregnancy and helps them dream for a better future. What will the Amount Explanation for funding Objectives or Actions Required to Accomplish this Timeline for each grant funds of grant amount Goals to be Goal Action Item be used for? funds Accomplished requested through this for this activity activity 1. Hire a staff $6,480 4 months @ .5 FTE @ A teen 1. A staff person will be designated and 1. March 30, 2010 person to $36,000 per year base pregnancy paid to develop the program plan 2. April 30, 2010 research and salary; benefits at 8%; prevention 2. Staff person will research proven 3. May 30, 2010 develop a program plan curricula and program models 4. June 30, 2010 program plan will be 3. Staff person will create draft of program completed model for review 4. Organizational leadership and staff will approve plan 2. Purchase a $1,200 An estimate of various A proven 1. Staff person will research proven 1. April 30, 2010 teen curricula. Final cost curriculum for curricula and program models 2. May 30, 2010 pregnancy dependent upon research addressing teen 2. Curriculum options will be presented to 3. June 30, 2010 prevention pregnancy will leadership 4. July 30, 2010 curriculum be purchased 3. Organizational leadership and staff will curriculum 4. Curriculum will be purchased
  • 28. 3. Get 4 $6,260 Travel – 4 people @ $300 Four individuals 1. Curriculum will be chosen 1. June 30, 2010 people per person = $1200 will be trained to 2. Training will be chosen 2. June 30, 2010 trained in the Hotel – 3 nights for 4 provide teen 3. Four individuals will be chosen 3. June 30, 2010 curriculum people @$110/night = pregnancy 4. Four individuals will complete training 4. July 30, 2010 $1,320 prevention Meals – 3 days for 4 curriculum people at $45/day = $540 Training cost = $500/person = $2000 4. Develop $500 Estimated cost for design Literature for the 1. Draft of brochure will be completed and 1. July 15, 2010 brochures to and printing promotion of the approved 2. July 30, 2010 promote the teen pregnancy 2. Brochures will be printed program program will be developed and printed. TOTAL $8,180 GRANT FUNDS REQUESTED

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