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2012.04.26 Informational Workshop: HAA Capacity Building Initiative


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2012.04.26 Informational Workshop: HAA Capacity Building Initiative

  1. 1. Brazilian Arts Foundation Capacity Building Initiative 04/26/2012 Informational Workshop
  2. 2. Presentation Objectives:• Program Overview• Application & Guidelines• Managing Your Grant• Question & Answer
  3. 3. Freneticore To invest, inform, and impact the administrative capacity of arts organizations toward artistic excellence.
  4. 4. Capacity Building Initiative Sustainability (Formerly the MODE Stabilization Program) Accelerator (Formerly the MODE Intensive Services Program) Incubator Pre-Incubator
  5. 5. The Initiative at-a-glance PROGRAM: Pre-Incubator Incubator Accelerator Sustainability Develop orgs from Incubate orgs from Accelerate orgs from Sustain mature orgs through Goal idea to start-up start-up to growth growth to maturity decline & turnaroundPartnership Term 12 months 36 months 12 months 12 months Limited awards of $15,000/year Up to Up to Investment $5000 - $7500 for three years $10,000 - $20,000 $20,000 Client residency, Capacity funding for Capacity funding for Management services & management multiyear strategic Services capacity funding services, & capacity planning or multiyear strategic planning or implementation funding implementationClient budget size $10K - $75K $75K - $200K $100K - $750K $750K+ Client staff size 0 – 1 FTE 0.5 – 2 FTE 2 – 4 FTE Staff > 3 FTE(Full Time Equivalent) Class of 2013 Class of 2013 Class of 2012 Art Cars of Houston Brazilian Arts ArtBridge Class of 2012 Aperio Foundation Houston Center for BooTown Aurora Picture Show Contemporary Craft The Back Porch Players Classical Theatre Houston Blues Museum Company Houston Center for Class of 2013 25 Horse Head Theatre Company Photography MECA Current Clients KASH Dance Source Lone Star Lyric Theatre Festival Houston Voices Breaking HITS Theatre Mildred’s Umbrella Boundaries NobleMotion Dance Freneticore Stark Naked Theatre Company Class of 2013 WindSync InterActive Theatre Hope Stone Inc. Company
  6. 6. PURPOSE:To provide specialized investments in an organization’s infrastructure. Financial Administrative Resources Systems Board Staff Governance Management
  7. 7. PAST INVESTMENTS:• PT/FT • Engaging marketing Development & PR consultants Director hire • Integrated databases• Staffing for new • facilities pro forma earned income • Website redevelopment initiatives Financial Administrative Resources Systems Board Staff Governance Management• Board training on governance, • Program accountability, & Coordinator hire fundraising • Office Manager• Multiyear strategic planning hire
  8. 8. Eligibility at a glance must be a HAA grantee anytime since FY05 Grant cycle (07/2004 to current). For ACCELERATOR Applicants - annual cash revenues are between $100,000.00 and $750,000.00. For SUSTAINABILITY Applicants - annual cash revenues are above $750,000+. at least one (1) full-time employee that acts at the chief executive officer or executive director equivalent. Incubator Program clients are eligible to apply.
  9. 9. Attendee Profile49
  10. 10. Attendee Profile 16 15 9 93
  11. 11. Eligibility at a glance Beginning Sept. 1, 2010, within organization’s lifetime you may receive up to: o Five (5) ACCELERATOR grants = up to two (2) Phase I and three (3) Phase II o Two (2) SUSTAINABILITY grants = a combination of Phase I and Phase IIFor All Phase I: Strategic Plan Applicants: must wait a minimum of two (2) grant Fiscal Years before submitting another Phase I application. Ex.) If awarded an FY2011 MODE Phase 1 grant, you can re- apply for the FY2014 cycle, but not the FY2012 or FY2013 cycle.For All Phase II: Implementation Applicants: must submit their current multi-year strategic plan adopted by its board of directors that is no more than three (3) years old at the time of deadline. must wait a minimum one (1) grant Fiscal Year before submitting another Phase II application. Ex.) If your organization was awarded an FY2011 MODE Phase 2 grant, you can re-apply for FY2013 cycle, but not FY2012 cycle.
  12. 12. Application Tips Provides candidate’s management, governance, and financial position.Be mindful of:• Section C: be succinct with your Statement of Intent• Section F: Leadership Team makeup should be 3 to 5+ staff & board (majority board).• Section G: requesting 3 years reported financials from Form 990, current budget, & next fiscal year budget.• Section H.1: Narrative for Phase I ONLY• Section H.2: Logic Model for Phase II ONLY
  13. 13. Selection Process• Competitive panel review process.• Panel consists of a diverse group of professionals in arts management, foundation, and business management.• Panel will review and evaluate the applications and make a recommendation to the Houston Arts Alliance Board of Directors.
  14. 14. Selection CriteriaCore Competency Phase I Phase IIClarity of Program Role 250 points 0 pointsGovernance 200 points 200 pointsFinancial Resources 200 points 200 pointsManagement (staff) 150 points 100 pointsRealistic & Achievable Goals 100 points 250 points ( Section H.2. Logic Model )Marketing & Public Relations 100 points 0 pointsStrategic Plan Document 0 points 250 points(Phase 2 only)TOTAL 1000 points 1000 points
  15. 15. Calendar TimelineDates Milestones For Phase II applicants:May 14 & 15, 2012 Logic Model Review SessionMay 25, 2012 5PM Application DeadlineJuly 2012 Panel ReviewAugust 2012 Award NotificationsSeptember 2012 Program OrientationOctober 1, 2012 Grant cycle begins
  16. 16. Managing Your Grant• Organizational Assessment• Quarterly Reporting• Final Deliverables • Final Report requesting financial documentation for use of funds • End of Grant Presentation February 2014
  17. 17. Building a Culture of Learning Sustainability clients inform Accelerators as … Accelerator clients inform Incubators as … Incubator clients inform Pre-Incubators as … Pre-Incubators establish critical infrastructure.
  18. 18. For more information, please contact: Jerome VielmanPrograms & Services Manager Houston Arts Alliance 3201 Allen Parkway, Suite 250 Houston, Texas, 77019 Direct: 713.581.6122 Email: 19
  19. 19. Logic Model DiagramA commonly-used tool to clarify & depicta program, initiative, or project within an organization. It also serves as a foundation for planning and evaluation. 21
  20. 20. Logic Model Diagram PROBLEM STATEMENT GOAL LONG TERM OUTCOMES: ShortResources Activities Outputs Term Outcomes 22