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GIVE. ADVOCATE. VOLUNTEER. LIVE UNITED Heart of Florida United Way Investing in Results Request for Proposals (RFP) Concept Meeting.

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Presentation on theme: "GIVE. ADVOCATE. VOLUNTEER. LIVE UNITED Heart of Florida United Way Investing in Results Request for Proposals (RFP) Concept Meeting."— Presentation transcript:

1 GIVE. ADVOCATE. VOLUNTEER. LIVE UNITED Heart of Florida United Way Investing in Results Request for Proposals (RFP) Concept Meeting

2 GIVE. ADVOCATE. VOLUNTEER. LIVE UNITED 2 Agenda I.Welcome II.HFUWs Investing in Results Grant Process III.Request for Proposals (RFP) IV.Collaborations V.Q & A VI.Adjournment

3 GIVE. ADVOCATE. VOLUNTEER. LIVE UNITED 3 History of Investing in Results 2006 2007 2008 20092010 2006: Our Board of Directors approved the move to Investing in Results January 2007: Steering Committee convened to guide United Ways shift to Investing in Results 2007/2008: Conducted first comprehensive Tri-County needs assessment in a decade August 2008: Board of Directors approved key recommendations Four Investment Areas of Focus First year of Investing in Results funding in 2010 Volunteer Structure

4 GIVE. ADVOCATE. VOLUNTEER. LIVE UNITED 4 Investing in Results Investment Areas Alleviating Hunger and Homelessness Strategies focused on: Food and supportive services to low-income and homeless individuals and families through programs and initiatives that provide case management, shelter, meals, counseling and access to community resources and mainstream public benefits. Building Safe Communities through Education Strategies focused on: Mentoring teens, improve high-school graduation rates and promote life success. Developing Healthy Children and Families Strategies focused on: Supporting healthy beginnings, access to healthy choices and encouraging family engagement and lifelong education. Improving Financial Stability Strategies focused on: Helping families increase their financial stability through financial literacy programs, credit counseling, improved access to affordable childcare and more.

5 GIVE. ADVOCATE. VOLUNTEER. LIVE UNITED 5 Investing in Results Goal is to create lasting, measurable change. Program outcomes remain an important measure at the intervention level. A shift in focus is required to include measures of community impactWe want to move the needle at the community level.

6 GIVE. ADVOCATE. VOLUNTEER. LIVE UNITED 6 Volunteers Critical Developing Healthy Children & Families Building Safe Communities through Education Improving Financial Stability Alleviating Hunger & Homelessness BOARD OF DIRECTORS Investing in Results Council Financial Review

7 GIVE. ADVOCATE. VOLUNTEER. LIVE UNITED 7 Investing in Results Council Community leaders, cabinet chairs, others COUNCIL GOALS Actively guides United Ways Investing in Results efforts Approves funding strategies Initiates new partnerships in the community Makes recommendations to United Ways Board of Directors

8 GIVE. ADVOCATE. VOLUNTEER. LIVE UNITED 8 Investing in Results Council (Chair) Ed Timberlake, Seaside National Bank & Trust (Vice Chair) Mark Brewer, Community Foundation of Central Florida Robert H. (Bob) Brown, Heart of Florida United Way Dr. Michael Frumkin, College of Health & Public Affairs, UCF Mark A. Jones, Dr. P. Phillips Hospital Patty Maddox, Winter Park Health Foundation Dr. Ronald F. Piccolo, Rollins College Jacob Stuart, Central Florida Partnership Dr. Joy Taylor, Orange County Public Schools Chris Toadvine, Toadvine & Associates

9 GIVE. ADVOCATE. VOLUNTEER. LIVE UNITED 9 Investment Cabinets Issue experts, community leaders, and others CABINET GOALS Develop guidelines and criteria for Community Investment competitive funding process Review, select and recommend best proposals to the Council Identify and facilitate additional community partnerships to address critical needs in the community

10 Building Safe Communities through Education Cabinet (Chair) Dr. Joy W. Taylor, Orange County Public Schools (Vice Chair) Honorable Alicia L. Latimore, Ninth Judicial Circuit Court Polly Anderson, WUCF-TV Dr. Mike Blasewitz, Seminole County Public Schools Deputy Chief Charles Robinson, Orlando Police Department Dr. Tracy Salem, Orange County Government Dana Schafer, Osceola School District Laureen A. Wells, Insperity

11 Improving Financial Stability Cabinet (Chair) Chris Toadvine, Toadvine and Associates (Vice Chair) Lisa Portelli, Winter Park Health Foundation Carey DOrtona, Orlando Health Dawn Murray, Florida Dept. of Children & Families Dr. Nana Robertson, Seminole State College Mike Schafer, Schafer, Tschopp, Whitcomb, Mitchell & Sheridan, LLP

12 GIVE. ADVOCATE. VOLUNTEER. LIVE UNITED 12 Developing Healthy Children and Families Cabinet (Chair) Dr. Ronald F. Piccolo, Rollins College (Vice Chair) Debra Knox, University of Central Florida Dr. Nancy Ellis, University of Central Florida Therry Feroldi, The Health Council of East Central Florida Belinda Johnson-Cornett, Osceola County Health Department Dr. Merewyn E. Libba Lyons, Orange County Public Schools (Retired) Debbie Watson, Winter Park Health Foundation Karen Willis, Early Learning Coalition of Orange County

13 GIVE. ADVOCATE. VOLUNTEER. LIVE UNITED 13 2014 – 2015 Competitive Request For Proposal (RFP) Grant Process

14 GIVE. ADVOCATE. VOLUNTEER. LIVE UNITED 14 RFP Document RFP Overview (p. 1) Important Dates (p.1) Communities of Interest (p. 2) Evaluation of Program Outcomes and Community Impacts (p. 2) Eligibility (p. 2) Required Program Structure, Components and Essential Elements (p.3)

15 GIVE. ADVOCATE. VOLUNTEER. LIVE UNITED 15 RFP Document Selection Criteria (p. 4) Award Information (p.6) Applicant Responsibilities (p. 6) Application Process (p. 6) Stage I (p. 6) Stage II (p.7) CFCF Knowledge Base (p. 7) Stage III

16 GIVE. ADVOCATE. VOLUNTEER. LIVE UNITED 16 2014 – 2015 Competitive RFP Process Began in October with media release, emails and mailings Interested organizations may find detailed information at http://www.hfuw.org.http://www.hfuw.org Areas issuing RFPs: Building Safe Communities through Education Developing Healthy Children & Families Improving Financial Stability Collaborative Initiatives / Programs

17 GIVE. ADVOCATE. VOLUNTEER. LIVE UNITED 17 Communities of Interest HFUW is especially interested in initiatives/programs targeting the following areas: Orange County: Parramore (32805); Pine Hills (32808); Pine Castle (32809); Carver Shores (32811); Bithlo (32820); Oak Ridge/Holden Heights (32839) Osceola County: S. Osceola (34739, 34972); Kissimmee (34741, 34744); Buenaventura Lakes/BVL (34743); Poinciana (34758); E. Osceola (34773) Seminole County: Altamonte Springs (32701); Fern Park (32730); Sanford (32771, 32773)

18 GIVE. ADVOCATE. VOLUNTEER. LIVE UNITED 18 Schools of Interest HFUW is also interested in initiatives/programs targeting the following schools: Orange County: Carver Middle School, Evans High School, Lovell Elementary, Memorial Middle School, Nap Ford Community School, Palmetto Elementary School, Shingle Creek Elementary, Winegard Elementary, Zellwood Elementary Osceola County: Central Avenue Elementary, Reedy Creek Elementary School, Ventura Elementary School Seminole County: English Estates Elementary School, Journeys Academy - Alternative Middle/High School, Midway Elementary School, Milwee Middle School, Pine Crest Elementary School

19 GIVE. ADVOCATE. VOLUNTEER. LIVE UNITED 19 2014 – 2015 Competitive RFP Process Stage I Organizations visit HFUWs website for complete details Organizations attend Concept Meeting to learn more about grant opportunities Interested organizations invited to submit an electronic Letter of Interest (LOI) LOIs are reviewed by the Cabinet Cabinet approves organizations for Stage II

20 GIVE. ADVOCATE. VOLUNTEER. LIVE UNITED 20 Eligibility / Minimum Criteria to Apply (Stage I) Is a not-for-profit organization, has Articles of Incorporation and exemption from federal income tax under Section 501(c)(3). Has most recent annual certified audit or financial statements and annual report. Has IRS Form 990 or 990EZ. Has current fiscal year budget. Serves Orange, Osceola, and/or Seminole County.

21 GIVE. ADVOCATE. VOLUNTEER. LIVE UNITED 21 Letter of Interest (Stage I) LOI must demonstrate: Alignment with investment area goals. How the listed activities/outputs and corresponding outcomes/indicators apply to the proposed program/initiative. The geographic area that will be served. The target population for services.

22 GIVE. ADVOCATE. VOLUNTEER. LIVE UNITED 22 Letter of Interest (Stage I) LOIs have been screened out because: Applicants did not meet the minimum criteria to apply. The proposed program did not align with HFUWs investment areas. The LOI was incomplete and/or insufficient detail was provided.

23 GIVE. ADVOCATE. VOLUNTEER. LIVE UNITED 23 2014 – 2015 Competitive RFP Process Stage II Applicants attend a technical training and receive log-in information RFP completed online RFPs are reviewed by the Cabinet Cabinet approves applicants move on to Stage III

24 GIVE. ADVOCATE. VOLUNTEER. LIVE UNITED 24 Online Application Selection Criteria (Stage II) 1.Organizational Capacity 2.Program Structure 3.Investment Area Alignment/Collaborative Initiatives Investment Area Alignment 4.Soundness of Approach 5.Achieving Results / Program Evaluation 6.Program Budget & Expenditure Detail

25 GIVE. ADVOCATE. VOLUNTEER. LIVE UNITED 25 Online Application (Stage II) Submitted applications have been screened out because: The application was incomplete and/or insufficient detail was provided. The applicant did not demonstrate the capacity to provide the proposed program services. Insufficient detail was provided about the programs structure and how services will be provided.

26 GIVE. ADVOCATE. VOLUNTEER. LIVE UNITED 26 Online Application (Stage II) Submitted applications have been screened out because: The application did not match what was proposed in the LOI and/or did not align with HFUW investment area goals. The proposed program was not backed by evidence based practices. Specific outcomes that align with investment area goals were not identified. The program budget was not clearly explained.

27 GIVE. ADVOCATE. VOLUNTEER. LIVE UNITED 27 2014 – 2015 Competitive RFP Process Stage III Applicants participate in Q&A sessions with the Cabinet Cabinet formulates recommendations Recommendations presented to Council Council reviews recommendations across all Cabinets Council makes recommendations to Board of Directors

28 Investing in Results Goals GIVE. ADVOCATE. VOLUNTEER. LIVE UNITED 28

29 GIVE. ADVOCATE. VOLUNTEER. LIVE UNITED 29 Building Safe Communities through Education Building safe communities through education is defined as providing students and their families with the educational opportunities to support their success from the cradle to career. The proposed program/initiative must align with Heart of Florida United Ways Building Safe Communities through Education priorities. Proposals must demonstrate that services to be provided are tailored to meet the needs of the identified population.

30 GIVE. ADVOCATE. VOLUNTEER. LIVE UNITED 30 Building Safe Communities through Education is focused on strategies addressing: Early Childhood Education Early Grade Reading & Math Proficiency Middle Grade Success On-Time High School Graduation College/Career Readiness Evidenced Based Practices

31 GIVE. ADVOCATE. VOLUNTEER. LIVE UNITED 31 Developing Healthy Children & Families Developing healthy children and families is defined as improving the health of children and families through partnerships that promote mental, physical, spiritual and social well-being for all. The proposed program/initiative must align with Heart of Florida United Ways Developing Healthy Children & Families priorities. Proposals must demonstrate that services to be provided are tailored to meet the needs of the identified population.

32 GIVE. ADVOCATE. VOLUNTEER. LIVE UNITED 32 Evidenced Based Practices Developing Healthy Children & Families is focused on strategies addressing: Healthy Beginnings Supporting Healthy Choices Access to Health Care

33 GIVE. ADVOCATE. VOLUNTEER. LIVE UNITED 33 Improving Financial Stability Improving financial stability is defined as providing low-income working families the services and supports necessary to succeed. The proposed program/initiative must align with Heart of Florida United Ways Improving Financial Stability priorities. Proposals must demonstrate that services to be provided are tailored to meet the needs of the identified population.

34 GIVE. ADVOCATE. VOLUNTEER. LIVE UNITED 34 Evidenced Based Practices Improving Financial Stability is focused on strategies addressing: Family Sustaining Employment Income Supports Affordable Housing Manageable Expenses Savings and Assets

35 GIVE. ADVOCATE. VOLUNTEER. LIVE UNITED 35 Evidenced Based Practices Collaborative Initiatives / Programs is focused on strategies addressing two or more of HFUWs investment areas: Building Safe Communities through Education Strategies Developing Healthy Children & Families Strategies Improving Financial Stability Strategies

36 GIVE. ADVOCATE. VOLUNTEER. LIVE UNITED 36 Collaborative Initiatives: Online Application Selection Criteria Two or more investment areas that will be addressed. Program proposal clearly identifies two or more organizations as a part of the collaboration. Program proposal identifies the lead agency of the collaborative, its corresponding investment area, the activities/outputs that will be provided by the lead agency, and the program outcomes that will be tracked by the lead agency.

37 Collaborative Initiatives: Online Application Selection Criteria GIVE. ADVOCATE. VOLUNTEER. LIVE UNITED 37 Program proposal identifies each partner in the collaboration partner and its corresponding investment area, the activities/outputs that will be provided by each collaborative partner, and the program outcomes that will be tracked by each collaborative partner. The shared activities/outputs and corresponding outcomes/indicators that will be tracked by all partners of the collaborative.

38 Collaborative Initiatives GIVE. ADVOCATE. VOLUNTEER. LIVE UNITED 38 Collaborative Initiatives RFPs have been screened out because: Two or more investment areas were not addressed. Sufficient documentation was not submitted demonstrating the collaboration (MOUs/MOAs). Not clearly identifying shared outcomes.

39 GIVE. ADVOCATE. VOLUNTEER. LIVE UNITED 39

40 40 What is a Collaboration? Collaboration is exchanging information, altering activities, sharing resources, and enhancing the capacity of another organization, for mutual benefit, and to achieve a common purpose. Members of a collaborative effort view each other as partners and are willing to share risks, resources, responsibilities, and rewards. All available resources, including community contacts and funding, are fully shared. Source: Helping Each Other Help Others: Principles and Practices of Collaboration

41 41 Types of Working Relationships ElementsCooperationCoordinationCollaborationPartnership Characteristics of Relationship Trust and reliability Integrity and discipline Understanding and selflessness Commitment and ownership Nature of Relationship Informal, ad hocSemi-formalFormalFormal, legal incorporation InvolvementAs few as two people Several, maybe horizontal organizational slices Several, many horizontal and vertical organizational slices New or refined organization Resource Investment MinimalModerateMajor Control over Resource Unchanged original organizations Modified original organizations Shared or transferred to new unit Legally binding Authority to Make Decisions Retained by original organizations Transferred to new unit Create new structure Source: 2007 National Victim Assistance Academy, Track 1, Foundation-Level Training - Module 11: Collaboration for Victims Rights and Services

42 42 Characteristics of a Successful Collaboration Committed Leadership: Led by people who have a sense of urgency, who view the collaboration as part of their regular efforts – not as external to their organization Unambiguous Goals: Document explicit objectives they need to achieve and monitor to ensure progress Clearly Defined Roles: Have a specific plan for how each organization will contribute its unique services to achieve mutually identified goals – to reduce feelings of disengagement

43 43 Characteristics of a Successful Collaboration Committed at Multiple Levels of the Organization: Must have commitment from both executive and staff levels Dedicated Staff Time: Realize that collaboration will require day-to-day staff time and agency resources Sustainability in the Midst of Change: Engage new members to ensure that there is continuity in leadership, in the event a key leader vacates position

44 RFP Attachments GIVE. ADVOCATE. VOLUNTEER. LIVE UNITED 44 Attachment 1: Key Dates Attachment 2: Concept Meeting Dates Attachment 3: Performance Measurement Framework Attachment 4: Letter of Interest RFP Questions

45 45 Helpful Links Community Foundation of Central Florida Knowledge Base http://cfcf.guidestar.org/ UCF Ctr. for Public & Nonprofit Mgmt. http://www2.cohpa.ucf.edu/cpnm/ http://www2.cohpa.ucf.edu/cpnm/ Capaciteria http://capaciteria.org http://capaciteria.org Center for Community Partnerships http://www2.cohpa.ucf.edu/ccp/ http://www2.cohpa.ucf.edu/ccp/ Healthy Measures for East Central Florida http://www.cflhealthymeasures.org/ Grant Professional Network http://www.gpninc.org Philanthropy & Nonprofit Leadership Center http://pnlc.rollins.edu/ http://pnlc.rollins.edu/ The Foundation Center http://www.foundationcenter.org http://www.foundationcenter.org Council on Foundations http://www.cof.org http://www.cof.org

46 46 HFUW RFP Staff Contacts For information regarding HFUW's RFP process please contact: Building Safe Communities through Education Anna Maria Lewis, 407-429-2134 AnnaMaria.Lewis@hfuw.org Developing Healthy Children & Families JahKiya Bell, 407-429-2171 JahKiya.Bell@hfuw.org JahKiya.Bell@hfuw.org Improving Financial Stability Mark Batchelor, 407-835-9762 Mark.Batchelor@hfuw.org Mark.Batchelor@hfuw.org

47 Frequently Asked Questions GIVE. ADVOCATE. VOLUNTEER. LIVE UNITED 47 New vs. Existing Programs Expansion vs. Enhancement Program Sustainability New year, new slate 5:00 p.m. deadline is a 5:00 p.m. deadline

48 48 Questions?

49 Thank you!


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