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2009 Healthy Lifestyles Pre-Proposal Powerpoint Presentation ...

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2009 Healthy Lifestyles Pre-Proposal Powerpoint Presentation ...

  1. 1. January 14 & 15, 2009 Pre-Proposal Conference HEALTHY LIFESTYLES RFP
  2. 2. Overview ● HCF Mission, Grantmaking and Other Information ● The Healthy Lifestyles RFP ● The Application Components and Key Dates ● The On Line Application Process
  3. 3. MISSION Provide leadership, advocacy and resources that eliminate barriers to quality health for uninsured and underserved in our service area. 
  4. 4. Service Area ● Kansas City, MO ● Cass, Jackson and Lafayette counties in Missouri ● Allen, Johnson and Wyandotte counties in Kansas
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  6. 6. Foundation Defined Grants <ul><li>Based on Foundation’s determination of need: </li></ul><ul><ul><li>Healthy Lifestyles </li></ul></ul><ul><ul><li>Mental Health </li></ul></ul><ul><ul><li>Safety Net Care </li></ul></ul><ul><li>Request for Proposals </li></ul><ul><li>1 to 3 year Grants accepted </li></ul><ul><li>1 proposal per RFP (2 for universities and hospitals) allowed as lead organization </li></ul><ul><li>Reviewed by staff & outside reviewers – recommended to program committee – final approval by Board </li></ul>6
  7. 7. Healthy Lifestyles RFP <ul><li>To provide support for programs, projects and services </li></ul><ul><li>that promote healthy lifestyles and improve the overall health status of individuals and communities who are indigent and underserved. </li></ul><ul><li>Areas of Emphasis </li></ul><ul><li> ● Nutrition and Fitness </li></ul><ul><li> ● Preventing Tobacco Use </li></ul><ul><li> ● Ages 0 – 25 </li></ul>
  8. 8. Healthy Lifestyles RFP <ul><li>The Health Care Foundation of Greater Kansas City is particularly interested in projects that seek to implement policy or regulatory changes, at an organizational, community or governmental level. </li></ul><ul><li>Examples include: </li></ul><ul><ul><ul><li>Adoption of best practice policies for school lunches </li></ul></ul></ul><ul><ul><ul><li>and/or vending machines </li></ul></ul></ul><ul><ul><ul><li>Adoption of physical education standards </li></ul></ul></ul><ul><ul><ul><li>Community-wide Initiatives to address childhood obesity </li></ul></ul></ul>
  9. 9. Healthy Lifestyles RFP Process <ul><li>Letter of Intent ( MANDATORY) </li></ul><ul><li>February 11, 2009 </li></ul><ul><li>2. Full Narrative Proposal </li></ul><ul><li>March 11, 2009 </li></ul><ul><li>3. HCF Board Review/Approval </li></ul><ul><li>May 21, 2009 </li></ul>All proposals should be submitted electronically
  10. 10. <ul><li>Exceptions </li></ul><ul><li>Organizations that lack the IT capacity necessary for electronic submission may submit hard copy requests. Guidelines are found in the Healthy Lifestyles RFP. </li></ul><ul><li>Assistance is available to those organizations that would like to submit electronically but lack the IT capacity. This can be arranged through HCF. </li></ul>
  11. 11. STEP 1: LETTER OF INTENT Due: February 11, 2009
  12. 12. Letter of Intent (LOI) <ul><li>Includes the following information: </li></ul><ul><li>Electronic Application Form: </li></ul><ul><ul><li>Organization Profile </li></ul></ul><ul><ul><li>Contact Information </li></ul></ul><ul><ul><li>Project Summary </li></ul></ul><ul><li>Attachments (Upload): </li></ul><ul><ul><li>Letter of Intent Template: </li></ul></ul><ul><ul><li>Need or Case Statement that discusses the problem or need to be addressed by your project or program. </li></ul></ul><ul><ul><li>Grant Purpose Statement that explains the project/program that the proposed grant will fund, followed by a brief description of project/program activities. </li></ul></ul><ul><ul><li>Amount of Funding to be requested and the proposed grant period. </li></ul></ul><ul><ul><li>IRS Determination Letter </li></ul></ul><ul><li>If submitting a hard copy, submit the original and four copies of the LOI and cover page. </li></ul>
  13. 13. http://www.healthcare4kc.org
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  18. 18. www.healthcare4kc.org
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  21. 21. Acknowledgements <ul><li>After Submitting the LOI Applicants will receive: </li></ul><ul><li>An automated e-mail indicating the application was received & you should proceed with full proposal. </li></ul><ul><li>Electronic link to access your application. IMPORTANT : Application can only be accessed using this link – Save it. </li></ul><ul><li>After staff pulls electronic application into our grant system we will also send an acknowledgement </li></ul>
  22. 22. STEP 2: FULL PROPOSAL Due: March 11, 2009 By 5 p.m.
  23. 23. 2. Full Proposal <ul><li>The proposal narrative Includes the following </li></ul><ul><li>information: </li></ul><ul><li>A. Cover Page (for hard copy only) </li></ul><ul><li>Abstract (Not to exceed 250 words) </li></ul><ul><li>C. Problem or Need Statement (20 pts) </li></ul><ul><li>Project Overview (70 pts) </li></ul><ul><li>E. Diversity Statement (10 pts) </li></ul><ul><li>Proposal attachments: Budget worksheet & Narrative, Letters of Commitment, Fiscal Agent or Sponsor. </li></ul><ul><li>If Submitting by hard copy, submit the original & four copies of Narrative & cover page </li></ul><ul><li>One copy of most recent IRS 990 & Audit </li></ul>Abstract (Example) <ul><li>Children’s Service Organization of Greater Kansas City requests a three-year grant in the total amount of $300,000 in support of the nationally recognized project, Get Up and exercise. This program will be provided to 250 school aged children ages 6-12 at three of our five community-based locations within Kansas City, Kansas and Kansas City, Missouri. Documented as an exemplary and effective exercise and nutrition program , Get Up and Exercise will seek to establish healthier habits for the children served by this program. The program will equip participants with basic life skills, problem-solving, decision-making and communication skills to resist risky health behaviors. In addition, baseline data will be collected on each participant to measure and document growth and improvement over the three years of the grant. </li></ul>
  24. 24. Project Overview <ul><li>Includes the following information: </li></ul><ul><ul><li>Brief history of organization including current programs & services. </li></ul></ul><ul><ul><li>Fit with proposed project. </li></ul></ul><ul><ul><li>2. Target population/communities </li></ul></ul><ul><ul><li>Proposed project activities </li></ul></ul><ul><ul><li>Outcomes evaluation (Logic Model & Outcomes Measurement Framework-optional) </li></ul></ul><ul><ul><li>Staffing & capacity </li></ul></ul><ul><ul><li>Collaboration </li></ul></ul><ul><ul><li>Sustainability </li></ul></ul><ul><ul><li>Rationale for multi-year funding </li></ul></ul>
  25. 25. Goals of Evaluation ● Purpose is to assess or improve a particular program. In other words, how will you know if your program is successful? ● How will you use the data you collect? If it is only to report to HCF, it probably isn’t the right data.
  26. 26. Grantees should consider the following: ● Be realistic about what they hope to accomplish ● Outcomes should make sense for a particular project ● Focus on lessons learned--what worked and what didn’t
  27. 27. PROGRAM LOGIC MODELS and OUTCOME MEASUREMENT FRAMEWORKS
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  30. 30. A. Budget Worksheet(s) & Narrative <ul><li>Budget Worksheet (2 versions) </li></ul><ul><ul><li>1 Year Grants </li></ul></ul><ul><ul><li>Multi-Year Grants </li></ul></ul><ul><li>Budget Narrative </li></ul><ul><ul><li>Detailed explanation of each line item for 1 year and multi-year grants. </li></ul></ul>
  31. 31. <ul><li>Multi-Year Grant Requests Requests Requests Funding In-Kind Total </li></ul><ul><li>Budget Overview From HCF From HCF From HCF Other (Multi-Year) </li></ul><ul><li>( First Year) (Second Year) (Third Year) ( Multi-Year) </li></ul><ul><li>Net revenue </li></ul><ul><li>HCF Grant 50,000 50,000 50,000 0 0 150,000 </li></ul><ul><li>“ X” Foundation 0 0 0 20,000 0 20,000 </li></ul><ul><li>Health Department 0 0 0 30,000 5,000 35,000 </li></ul><ul><li>Total Revenue 50,000 50,000 50,000 50,000 5,000 205,000 </li></ul><ul><li>Expense </li></ul><ul><li>Salary 40,000 40,000 40,000 45, 000 0 165,000 </li></ul><ul><li>Benefits & Taxes 1,000 1,000 1,000 0 0 3,000 </li></ul><ul><li>Total Compensat. 41,000 41,000 41,000 4 5,000 0 168,000 </li></ul><ul><li>Equipment 2,000 2,000 2,000 2,000 5,000 13,000 </li></ul><ul><li>Supplies 0 0 0 0 0 0 </li></ul><ul><li>Other Direct Expense 3,000 3,000 3,000 3,000 0 12,000 </li></ul><ul><li>Sub-total 46,000 46,000 46,000 5 0,000 5,000 193,000 </li></ul><ul><li>Indirect Expense (10%) 4,000 4,000 4,000 0 0 12,000 </li></ul><ul><li>Total Expense 50,000 50,000 50,000 50,000 5,000 205,000 </li></ul>
  32. 32. <ul><li>Multi-Year Requests Funding In-Kind Total </li></ul><ul><li>First Year Budget From HCF Other </li></ul><ul><li>Net revenue </li></ul><ul><li>HCF Grant 50,000 0 0 50,000 </li></ul><ul><li>“ X” Foundation 0 7,000 0 7,000 </li></ul><ul><li>Health Department 0 10,000 2,000 12,000 </li></ul><ul><li>Total Revenue 50,000 17,000 2,000 69,000 </li></ul><ul><li>Expense </li></ul><ul><li>Salary 40,000 15,000 0 55,000 </li></ul><ul><li>Benefits & Taxes 1,000 0 0 1,000 </li></ul><ul><li>Total Compensat. 41,000 15,000 0 56,000 </li></ul><ul><li>Equipment 2,000 1,000 2,000 5,000 </li></ul><ul><li>Supplies 0 0 0 0 </li></ul><ul><li>Other Direct Expense 3,000 1,000 0 4,000 </li></ul><ul><li>Sub-total 46,000 17,000 2,000 65,000 </li></ul><ul><li>Indirect Expense (10%) 4,000 0 0 4,000 </li></ul><ul><li>Total Expense 50,000 17,000 2,000 69,000 </li></ul>
  33. 33. Budget Narrative (example) <ul><li>Net Revenue : </li></ul><ul><li>We are asking for funds from the Foundation in the amount of $150,000 over three years. Funding from other sources include $20,000 from “X” Foundation and $30,000 from the Health Department. In-kind monies/equipment included contributions valued at $5,000 from the Health Department. </li></ul><ul><li>Expenses: </li></ul><ul><li>Salaries for three positions (Program Director, Coordinator and a full-time RN) will be $165,000. Responsibilities will include the coordination of all program activities and collaboration with school personnel and the health department. Benefits and taxes are based on 35%. </li></ul><ul><li>Equipment : </li></ul><ul><li>Equipment necessary for the Fit for Life component is itemized on a separate sheet and include: 1 Bike, 2 body mass monitors, computer. </li></ul><ul><li>Supplies : </li></ul><ul><li>Office supplies, 4 balls, 6 jump ropes, 4 pedometers. </li></ul><ul><li>Indirect Expenses : </li></ul><ul><li>Foundation will pay no more that 10% of the direct expense sub-total. </li></ul>
  34. 34. Proposal Attachments <ul><li>Supporting Documents </li></ul>
  35. 35. B. Supporting Documents <ul><li>Non-Profit Applicant Organizations </li></ul><ul><ul><li>Certificate of incorporation </li></ul></ul><ul><ul><li>IRS non-profit determination letter </li></ul></ul><ul><ul><li>Most recent IRS 990 Report (copy of nonprofit tax return) </li></ul></ul><ul><ul><li>Most recent audit </li></ul></ul><ul><ul><li>Roster of Board of Directors (demographic composition related to race, ethnicity and gender) </li></ul></ul><ul><ul><li>Current Board approved operating budget </li></ul></ul><ul><li>Organization that will carry out fiscal management : </li></ul><ul><ul><li>Certificate of Incorporation </li></ul></ul><ul><ul><li>IRS non-profit determination letter </li></ul></ul><ul><ul><li>Most recent IRS 990 Report </li></ul></ul><ul><ul><li>Most recent financial audit </li></ul></ul><ul><li>For governmental entities that are the applicant or fiscal sponsor . </li></ul><ul><ul><li>Enabling statute/legislation or official description of the entity’s responsibility or purpose </li></ul></ul><ul><ul><li>Most recent financial audit </li></ul></ul><ul><ul><li>List of elected and/or appointed officials who oversee the entity’s performance (not required of fiscal sponsor) </li></ul></ul>
  36. 36. Proposal Attachments <ul><li>Letters of Commitment </li></ul>
  37. 37. Letters of Commitment <ul><li>Each organization that will receive a portion of the grant funds must provide a Letter of Commitment on the organization’s official letterhead. </li></ul><ul><li>The letter must state the organization’s commitment to the project, indicate the specific role it will fulfill, and state its share of the grant proceeds. </li></ul><ul><li>In-kind resources also require a Letter of Commitment (e.g. the value—salary and benefit expense—of staff time contributed to the project, the value of office space, equipment or training that is donated, or the value of volunteer time or other forms of direct or indirect support such as the cost of utilities and supplies. </li></ul>
  38. 38. <ul><li>Grant Support Services </li></ul><ul><li>Small organizations may apply for assistance as follows. </li></ul><ul><li>No-Fee Grantwriting Technical Assistance (up to 8 hours) from members of the TA Cadre. </li></ul><ul><li>No Fee Fiscal Agent Services for Organizations without annual financial audits. </li></ul>
  39. 39. APPLICATION CHECKLIST
  40. 40. Grant Approval Process <ul><li>Staff review of applications </li></ul><ul><li>- Upon Receipt of Full Proposal with All Required Supporting Documents. </li></ul><ul><li>-Conduct Due Diligence as requested by Outside Reviewers </li></ul><ul><li>Outside Reviewers </li></ul><ul><ul><ul><li>-Propose slate of recommendations </li></ul></ul></ul><ul><li>Program Committee review and recommendations </li></ul><ul><li>- May 2009 </li></ul><ul><li>Final Board Approval and Grant Award Announcements </li></ul><ul><li>- May 21, 2009 </li></ul>
  41. 41. All grant proposals, financial information and other reports submitted to HCF are subject to public review and consideration.
  42. 42. Key Dates <ul><li>Letter of Intent Due: February 11, 2009 by 5:00 PM </li></ul><ul><li>Full Proposal Due: March 11, 2009 by </li></ul><ul><li>5:00 PM </li></ul><ul><li>Grant Awards Announced: May 21, 2009 </li></ul>
  43. 43. CONTACT Jane Mosley, Ph.D. Program Officer Health Care Foundation of Greater Kansas City 2700 East 18th Street, Suite 220 Kansas City, MO 64127 [email_address] Ph: 816.241.7006 Fax: 816.241.7005 www.healthcare4kc.org

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