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Gates/Buffet Getting Funded in a Gates/Buffet World Presented by: Partnership for Rural Improvement (a community development collaboration between WSU.

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Presentation on theme: "Gates/Buffet Getting Funded in a Gates/Buffet World Presented by: Partnership for Rural Improvement (a community development collaboration between WSU."— Presentation transcript:

1 Gates/Buffet Getting Funded in a Gates/Buffet World Presented by: Partnership for Rural Improvement (a community development collaboration between WSU and select community colleges since 1976)

2 Overview of Session #1 What is a grant? Overview of Process/Organizational Development Requirements Grant Research Developing the Proposal Idea Developing Relationships with Funders Understanding RFP’s Writing the Grant Question/Answer Period

3 Overview of Session #2 Evaluating the Letter of Intent Completing the Grant  Review of Completed Components  Developing Sustainability Strategies  Preparing the Program Budget  Writing the Organization Background Component  Writing the Proposal Summary  Grant Implementation/Administration/Mon itoring  Evaluation and Close-Out  Question/Answer Period

4 Introduction of Trainers Laura Cailloux  Northwest Program Associate  Director, Business Resource Center & faculty member of Skagit Valley College  former nonprofit manager and small business owner

5 Introduction of Trainers  Patrick Malone  Inland Northwest Program Associate  Former nonprofit executive director  Nonprofit trainer for past 25 years  SBDC/NxLevel instructor

6 Introduction of Trainers Rich Monacelli  Southeast Program Associate  Director of the Walla Walla Area Small Business Center

7 What is a Grant? A grant is: A gift of resources that does not need to be repaid but does have strings attached

8 Giving USA 2005 Data

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10 What is a Grant? Resources may include:  Cash  Inventory  Land  Buildings  Equipment  Furniture & Fixtures  Intellectual Property  Human Resources  In Kind

11 What is a Grant? Conditions may include:  The Golden Rule: Those with the gold make the rules  Proposal Presentation  Goals and Objectives of Grantor  Dates and Eligibility  Matching Requirements  Accountability Evaluation Reporting

12 What is a Grant?  Grants from foundations & corporations represent only about 15% of American philanthropy  The use of grants can either be restricted or open to operations, capacity-building, capital or equipment, special projects and sometimes endowments

13 Proposal What is a Grant Proposal ?  A formal funding submission, typically to a unit of government, foundation or corporation  Grants funding is rarely a primary source of agency funding

14 Emerging Paradigm  A hand up, not a handout Show sustainability  Outcomes, not output Value measured in $ ROI  Business model, not social services  Grantors as customers

15 Business Plan Model  1. Market Analysis(Demand)  2. Products and Services (Supply)  3. Marketing Strategies  4. Financial Projections  5. Schedule of Events  6. Management

16 Is your cart before your horse?  Before thinking about grant funding, make sure you have: A thorough knowledge of NEEDS within your community A broad base of support within your community Mission and resource alignment to address need

17 Proposal Check Proposal Alignment  Is your organization aligned behind project? Organizational Mission & Project Outcomes aligned? Community/Collaborators aligned in support? Staff & Resource Capabilities aligned with scope of work?  Is the external environment ripe?

18 Proposal Development Process  Developing a clear program plan in response to community NEED  Research funders thoroughly  Build strong relationship with funders  Target proposal carefully

19 Question/Answer Period  What is a grant?  What is a grant proposal?  What is the community need?  What organizational development is required?  What process is required?  What questions do you have thus far?

20 Market Analysis  Identify Target Markets Users and Payers  Determine Consumer Profile  Determine Consumer Demand  Project “Sales”  Identify Competitors and Partners

21 Grant Research  Catalogue of Federal Domestic Assistance  Grants.gov (federal alerts/ notices)  IRS 990’s (annual tax reports)  Foundation Directories (Philanthropy Northwest in Washington St.)  Guidestar or GivingUSA (foundation research; fee for service)  Foundation Center (training/technical assistance; fee for service)  Statewide Nonprofit Coalitions (Evergreen Society in Washington State)

22 Case Study: Meals Consortium  Over 1,000 frail elderly  600 over the age of 75  500 living on less than $1,000/month  No caseworkers or care provided beyond meal service

23 Case Study: Meals Consortium  Mission – Develop and coordinate resources for support services to homebound persons, primarily those aged 60 and older  Consortium of 5 “Meals on Wheels” programs  Served 255,000 meals last year

24 Products and Services  Design and supply products and services to meet the specific demand of target markets

25 Meals Consortium  Over 1,000 frail elderly  600 over the age of 75  500 living on less than $1,000/month  No caseworkers or care provided beyond meal service

26 Developing the Proposal Idea  6 Questions: What community NEED does your plan address? What would an improved community situation look like? What can this organization do to improve the situation? How will it be determined that the project has succeeded? How much will the project cost? How will the project be funded in the future?

27 Case Study: Meals Consortium  Mission – Develop and coordinate resources for support services to homebound persons, primarily those aged 60 and older  Consortium of 5 “Meals on Wheels” programs  Served 255,000 meals last year

28 Developing the Proposal Idea: Worksheet 1.1 (page 9-10)

29 Market Analysis  Identify Target Markets Users and Payers  Determine Consumer Profile  Determine Consumer Demand  Project “Sales”  Identify Competitors and Partners

30 Strategic Alliance with Funder MISSION Funding SourceOrganization/Agency Target Population/Need

31 Developing Relationships w/ Funders  Think of program staff as friends, build a solid and trusting relationship  Do your homework on the funder  Send a letter of intent  Place a follow-up telephone call  Regularly meet or communicate with your program officer  Think of ways to satisfy THEIR mission

32 Developing Relationships with Funders Worksheet 2.1 (page 15)

33 Developing Relationships with Funders Worksheet 2.1 continued (page 15)

34 Understanding RFP’s  RFP  RFP equals Request for Proposals  A common practice by governmental funders (federally publicized through Federal Register as Notice of Funding Availability (NOFA))  RFP’s clearly state the program or project purposes, desired outcomes and eligibility for prospective funders  RFP’s typically reflect policy changes by legislative bodies more quickly than most foundations or corporations guidelines

35 Develop a Customized Proposal Checklist Worksheet 11.1 (page 77)

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37 Question/Answer Period  Developing the Idea Proposal  Developing Relationships with Funders  Understanding RFP’s  What questions do you have thus far?  Let’s also take a 5 minute stretch break (so don’t go too far).

38 Market Analysis  Identify Target Markets Users and Payers  Determine Consumer Profile  Determine Consumer Demand  Project “Sales”  Identify Competitors and Partners

39 Writing a Compelling Need Statement  Need statements must establish a clear relationship between your organization’s mission and the project purpose  Need statements must emphasize community, not organizational needs  Need statements must document the problem/issue you’re proposing to address  Your need must match the ability/capacity of your organization to meet it

40 Compelling Need Statement - Cont  Critically important and often poorly written  Provides a framework for the project’s goals, objectives, and methodology  Basically a literature review  Convince funder that you understand the issue that they have identified and that you can help them solve it

41 Compelling Need Statement - Cont  Incidence of problem  Factors and causes  Related problems  Comparative data  Consequences of no intervention & cost –analysis  Data and results of similar activities

42 Compelling Need Statement - Cont  Evidence of demand for service  Data from experts, publications, task force recommendations, research findings, surveys, local data, interviews  Census and demographic data  Comments from target group, providers  Don’t overstate your case

43 Writing a Compelling Need Statement Worksheet 3.1A (page 22)

44 Case Study: Who?Where?When?  Who  Who is in need? Frail homebound seniors over 60 years, old living at home, usually alone.  Where  Where are they? Throughout Main County  When  When is the need most evident? When illness or institutionalization occurs due to an absence of social services

45 Case Study: What? Why?  What  What is the need? No comprehensive assessment of nutritional and social service needs. The lack of need identification and referral for services results in deteriorating health for frail elders and frequently results in costly institutionalization.  Why  Why does this need occur? No social workers/nutritionists to assess the health and social service needs Funding is not available within each organization to hire a social worker

46 Case Study: Evidence of Problem  What evidence do you have to support your claim? More than 13,000 individuals in the county over age sixty live below the poverty line. Social workers are not available to visit the homebound elderly. Many Meals on Wheels recipients must leave their homes because of lack of coordinated care.

47 Case Study: Impact if Problem is Resolved  What are the consequences of meeting the need? Frail elders will be able to remain in their home longer. Frail elders will remain healthier with good coordination between social services and nutrition programs Expensive institutionalization will be avoided.

48 Case Study: Link to Organization?  How is the need linked to your organization? The Meals Consortium mission is to find cost-effective ways to serve the county’s frail elders. The social services program will provide a coordinated system of social services and nutritional care to serve the target population.

49 Products and Services  Design and supply products and services to meet the specific demand of target markets

50 Propose Your Solution  Solid goals and objectives lead to achievable outcomes (these are often a refinement from those contained within your Strategic Plan)  Goals and objectives can be both “program” and “process” in nature  Make your objectives S.M.A.R.T.  This section “measures the impact” of your work and project

51 Effective Solutions Start With Clear Goals & Objectives Worksheet 4.1A (page 30)

52 Goal Case Study: Meals Consortium - Goal  Increase the quality of life for the elderly at risk of institutionalization

53 Case Study: Objective 1 Direction of Change Reduce Area of Change Individuals leaving the Consortium for Institutions Target Population Persons served by the Meals Consortium who are at risk of institutionalization Degree of change 5 percent Time frame 2 months

54 Case Study: Objective 2 Direction of Change Expand Area of Change Individuals remaining in their homes Target Population Individuals served by the Meals Consortium Degree of change 80 percent Time frame 12 months

55 Case Study: Objective 3 Direction of Change Increase Area of Change Social services referrals and follow-up services Target Population Individuals served by the Meals Consortium Degree of change 75 percent Time frame 12 months

56 Objective 4 Direction of Change Increase Area of Change Social services direct care Target Population Individuals served by the Meals Consortium who are most vulnerable Degree of change 90 percent Time frame 12 months

57 Marketing Strategies  Position and Image  Pricing  Placement Distribution of goods and services  Promotion and Advertising Message and media

58 Developing Your Methods  Methods are also activities, strategies, actions  Methods are detailed descriptions of the activities you’ll use to achieve your objectives

59 Methods Break Down Objectives Into Measurable Tasks/Subtasks Worksheet 5.1A (page 36)

60 Case Study: Methods Exercise TasksResponsibleResources Needed Start/Finish Dates Hire staffConsortium members hire coordinator. Coordinator hires remaining staff. Funds for salary, benefits; pool of candidates; job description s. Within three months of program start-up.

61 Case Study: Methods Exercise TasksResponsibleResources Needed Start/Finish Dates Develop detailed timeline Everyone.Within three months of program start-up.

62 Case Study: Methods Exercise TasksRespon sible Resources Needed Start/Finish Dates Identify elders with priority social service referral needs, and begin referrals Social workers Assessments of Meals on Wheels recipients; prioritization Within three months of program start up

63 Case Study: Methods Exercise TasksResponsibleResources Needed Start/Finish Dates Design outreach strategies to acquaint targeted elders with the new program Program coordinator Funds for outreach Within five months of program start up

64 Case Study: Methods Exercise TasksResponsibleResources Needed Start/Finish Dates Begin implementati on with persons needing immediate assistance Coordinator and social workers Equipment and supplies to carry out activities. At six months

65 Case Study: Methods Exercise TasksResponsibleResources Needed Start/Finish Dates Develop individual service plans Social workers Background data on elders in the program At six months and ongoing

66 Developing Your Methods – Cont  Publications in the area of the proposal or related areas  Evidence of relevant training such as degree or certification  Unpublished papers, conference presentation in the topic  Experience on other successful projects

67 Case Study: Recap and Review  Need: Twenty percent of the population of Your County are seniors 65 and older who face challenges to staying in their homes.  Goal 1: The homebound elderly in Your County will live with dignity and independence in their own homes. Objective 1a: Increase social service referrals and follow-up for 75% of the individuals served by the Meals Consortium by January 1 st.  Method 1a1: Consortium members will hire a qualified Program Coordinator by January 30 th.

68 Final Question/Answer Period (end of Session #1)  Participant Questions Covering Writing the Grant section  Miscellaneous Participant Questions on Session 1  Homework (due before Session #2) Worksheet 3.1 for need in your community by …

69 Gates/Buffet Getting Funded in a Gates/Buffet World Presented by: Partnership for Rural Improvement (a community development collaboration between WSU and select community colleges since 1976)

70  Overview of Session #2: Evaluating Needs Statements & Letter of Intent Completing the Grant  Review of Completed Components  Developing Sustainability Strategies  Preparing the Program Budget  Writing the Organization Background Component  Writing the Proposal Summary  Grant Implementation, Administration, Monitoring  Evaluation and Close-Out  Question/Answer Period

71 Evaluating the Letter of Intent  Class activity (only 2 or 3 examples)

72 Question/Answer Period  What remaining questions do you have regarding the Letter of Intent?  What other questions do you have thus far?

73 Some Day 1 Tips, Resources and Follow-Up:  Grant Alerts – Research Grant Guides Research Grant Guides ($89, print form) Chronicle of Philanthropy Chronicle of Philanthropy ($48 6-month subscription with web access) Foundation Center Foundation Center On-Line Directory (priced between $19.95 and $ per month)

74 Some Day 1 Tips, Resources and Follow-Up: Grants.gov The following grant opportunity postings were made on the Grants.gov Find Opportunities service:  DOD Department of Defense Office of Naval Research Force Health Protection Research Initiatives Modification 3 pId= pId=12488  DOD Department of Defense Defense Advanced Research Projects Agency DARPA - Defense Sciences Office DEFENSE SCIENCES RESEARCH AND TECHNOLOGY Modification 5 pId= pId=12612

75 Review of Completed Components  So far, you should have prepared a draft of: A critical proposal idea A compelling need statement SMART goals and objectives A clear and logical presentation of your methods

76 Review of Completed Components – Cont  Need: Twenty percent of the population of Your County are seniors 65 and older who face challenges to staying in their homes.  Goal 1: The homebound elderly in Your County will live with dignity and independence in their own homes. Objective 1a: Increase social service referrals and follow-up for 75% of the individuals served by the Meals Consortium by January 1 st.  Method 1a1: Consortium members will hire a qualified Program Coordinator by January 30 th.

77 The Logic Model  Refining your Program Development Efforts OUTCOMES  Begin at the END: Your Desired OUTCOMES  Clarifying and refining your Goals, Objectives and Methods  Have we built a Logical progression from beginning to end?

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79 Preparing the Evaluation Component  This is the process by which you measure or otherwise determine the effectiveness and efficiency of your project (or more precisely your plans and methods)  Some benefits from evaluation include: you gain a stronger proposal; you design stronger programs, and greater trust is built between your organization and the public

80 The Evaluation Component Cont  What do you hope to accomplish? Find out whether what was originally proposed did what was expected. Determine if the methods specified were used and the objectives met. Determine if an impact was made on the need identified. Obtain feedback from the target group and others. Maintain some control over the project. Make adjustments during a program to increase its success.

81 Preparing Your Eval. Component Worksheet 6.1A (page 43)

82 A Quick Review: Program Evaluation  What questions will your organization’s evaluation activities seek to answer? Are the objectives of the program being met? Is the program meeting seniors’ needs in a cost-effective way?

83 A Quick Review: Program Evaluation  What are the specific evaluation plans and time frames? What kinds of data will be collected?  The number of people leaving a Meals on Wheels program and where they went.  The number of referrals made to each senior and the type of referral.  Increase in satisfaction of seniors living at home.

84 A Quick Review: Program Evaluation  What are the specific evaluation plans and time frames? What kinds of data will be collected? At what points?  Daily for quantitative data  Quarterly for qualitative data

85 A Quick Review: Program Evaluation  What are the specific evaluation plans and time frames? What kinds of data will be collected? At what points? Using what strategies or instruments?  Computer database tracking system  interviews

86 A Quick Review: Program Evaluation  What are the specific evaluation plans and time frames? What kinds of data will be collected? At what points? Using what strategies or instruments? Using what comparison group or baseline?  Last year’s population of persons served

87 A Quick Review: Program Evaluation  If you intend to study a sample of participants, how will this sample be constructed? And – how are you going to handle the issue of studying humans? (Make sure you obtain prior written permission).

88 A Quick Review: Program Evaluation  What procedures will you use to determine whether the program was implemented as planned? A quarterly review of methods  Who will conduct the evaluation? Program director  Who will receive the reports? Funders, board members, executive director, other interested individuals or agencies

89 A Quick Review: Program Evaluation  How are you defining success for this program or project? If we meet our objectives for the first year, we will consider the new social services program to be successful. Long-term success will be a decrease in the number of frail elders leaving their homes for institutions Long-term success will be a decrease in the number of frail elders leaving their homes for institutions

90 Review of Completed Components – Cont  Need: Twenty percent of the population of Your County are seniors 65 and older who face challenges to staying in their homes.  Goal 1: The homebound elderly in Your County will live with dignity and independence in their own homes. Objective 1a: Increase social service referrals and follow-up for 75% of the individuals served by the Meals Consortium by January 1,  Method 1a1: Consortium members will hire a qualified Program Coordinator by January 30,  Evaluation Q1: How many referrals were completed by the Program Coordinator by January 1, 2008?

91 Developing Sustainability Strategies sustain  How will you sustain the program/project after the grant dollars are spent (assuming the need has not been completely met)??  Sustainability is typically focused on funding, but it might also include key staff or related program components essential to your success

92 Sustainability Strategies – Cont  Funders want their investment to have a lasting impact don’t  They want to help you get started, but they don’t want to fund it forever  How will you continue this project?  Demonstrate continuation with program/budget construction

93 Sustainability Strategies – Cont  Some key questions: Will it generate fees in the future? Will it become part of the institution’s budget? Is it an enhancement of an on- going endeavor?

94 Developing Sustainability Strategies Worksheet 7.1A (page 50)

95 Sustainability-Future Funding  Risks and Opportunities Do we intend to continue this project?  Yes For how long?  Until no longer needed What resources are needed?  Staffing, Equipment, Social Services availability, Clients

96 Sustainability-Future Funding  Sources of Future Financial Resources What sources can we use  Governmental  Unrestricted gifts from donors/direct mail/etc.  Business contributions/sponsorships  Earned income (product/service income, sales, etc.)  Continuation grant (from some other foundation)

97 Sustainability-Future Funding  Internal Requirements What internal plans relate to future funding?  Collaborate with existing social services agencies to provide follow-up direct services to the homebound elderly  Use funds from unrestricted monies raised through the ongoing Consortium development program.  Obtain funds and in-kind gifts from businesses that provide products used by older individuals.

98 Sustainability To Self-Sufficiency  Program or Earned Income A hand-up, not a hand-out The final frontier??

99 Brief Break Period  10 minute stretch break

100 Financial Projections  Revenue Forecast How many “customers” Frequency of purchase Average “sale”  Cash Flow Statement  Income Statement  Balance Sheet

101 Preparing the Program Budget  The best budgets” translate” the methods section of the proposal into dollars ($$$)  Revenue = cash and in-kind (document both; identify all sources of income )  Expenses = direct and indirect (document both; secure firm cost estimates; document donations)  Leverage means maximizing a relatively small investment by a funder into a larger community project

102 Program Budget: Match/Cost Share  Funders like to see that the institution is putting funds into the project as well  Match – 50% match for a $100,000 of funding is $50,000  Cost Share – a 50% cost share for a $100,000 from the funder is $100,000  Can be cash, in-kind, and third party

103 Program Budget: Allowable Costs  Costs must be; Reasonable Allocable 100% to the project Consistently Treated  Guidelines usually say what they won’t pay for  Federal Grants – regulations that govern allowable costs  No entertainment, no alcohol

104 Preparing the Program Budget Worksheet 8.1A (page 58)

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106 Revenue & Expense Budget CASH REQUIREDIN-KIND CONTRIBUTIONSTOTAL BUDGET EXPECTED REVENUE Grants Foundations Government Corporations Individual contributions Special events (net) In-kind donations Total revenue EXPECTED EXPENSES Salaries Program Coordinator Social Worker I Social Worker II Administrative Assistant Executive Director (part-time: $65,000 × 20%) Benefits (20% of salaries) Contract personnel Program services Total personnel $130,000 83,000 25,000 50,000 20,000 $308,000 45,000 40,000 30,000 13,000 33,600 30,000 $231,600 $22,000 5,000 9,000 $14,000 $130,000 83,000 25,000 50,000 20,000 22,000 $330,000 45,000 40,000 30,000 13,000 33,600 35,000 9,000 $245,000

107 Revenue & Expense Budget CASH REQUIREDIN-KIND CONTRIBUTIONSTOTAL BUDGET EXPECTED EXPENSES Office rent Insurance Printing Equipment Office supplies Utilities Telephone Copy services Postage Traveled 10,000 4,000 12,000 20,000 4,000 3,000 2,000 8,000 9,000 4,000 3,000 5,000 10,000 4,000 15,000 25,000 4,000 3,000 2,000 8,000 9,000 4,000

108 Revenue & Expense Budget CASH REQUIREDIN-KIND CONTRIBUTIONSTOTAL BUDGET Membership dues Total Nonpersonnel Total Expenses 500 $76,500 $308,100 $8,000 $22, $84,500 $330,100

109 Schedule of Events  Derived from the Cash Flow Projection  Activities will occur when there is enough cash to pay for them

110 Program Management  Management Team Resumes, experience  Organization Chart  Management Functions Planning Organizing Directing Controlling

111 Writing the Organizational Background Component  Question: Does your organization have the history, capacity, ability and reputation to success with this project?  At a minimum this component must “sell” that your organization’s financial secure, well managed, provides quality services, and has the respect of the community  This is your primary opportunity to argue your credibility with the funder

112 Organizational Background Worksheet 9.1A (page 65)

113 Case Study: Organizational Background  The Meals Consortium Location – Main County, USA Legal Status – Private, nonprofit corp. 501(c)3 Date of Founding – 1989

114 Case Study: Organizational Background Cont  Mission Ensure frail seniors can maintain their independence and live with dignity in their own homes  Target population  Persons 55 and over who are homebound  Programs  Five consortium members provide home- delivered meals

115 Case Study: Organizational Background Cont Summary of need statement  The strategic planning process identified that the area of greatest need among the frail individuals served is to be linked up with social services in the county to help them live in their homes.

116 Case Study: Organizational Background Cont Accomplishments  Served more than 255,000 meals in 2000 to over 1,000 frail individuals.  Increased the number of persons served in 2000 by more than 5 percent.  First Meals on Wheels program consortium in the state.  Strategic planning process completed in 2000

117 Case Study: Organizational Background Cont Personnel  Governing board made up of Meals Consortium members and interested community members  Part-time staff skilled in leadership and fundraising  Volunteers provide help with office work and special events

118 Writing the Proposal Summary & Putting Package Together almost  Your project summary is almost, your most important component and needs to be written well and last  It is typically a one-page abstract that literally summarizes/highlights the major features of your proposal

119 Putting The Package Together  Assemble each section in the order it is in the guidelines  If there is a cover form, you do not need a cover letter unless they request a letter from the institution official  Avoid fancy covers or a slick appearance

120 Putting The Package Together Cont  Staple or clip, follow their directions  Make sure you have the required number of copies  Double check pages before you put in an envelope for things out of order.

121 Putting The Package Together – Other Enclosures  References Cited - bibliography  Facilities Description  Adequacy of Resources  Appendices Resumes Letters of support, commitment Sample documents such as surveys  Don’t waste trees— only put in what they ask for

122 Proposal Summary Worksheet 10.A (page 71)

123 Case Study: Summary Questionnaire 1.Who is your organization, and what is its mission? The Meals Consortium is a consortium of Meals on Wheels programs serving frail older adults in Main County. The mission of the Meals Consortium is to deliver a coordinated system of home-delivered meals to meet the nutritional needs of homebound seniors.

124 Case Study: Summary Questionnaire Cont 2.What is the proposed project (title, purpose, target population)? Recognizing that the target population of homebound older adults needs more than just a hot meal and friendly visit each day, the Meals Consortium is proposing to begin a social services referral program, with skilled social workers assessing the non nutritional needs of the individuals served and making appropriate referrals. The purpose of this new program is to ensure that homebound older adults receive the services they need to maintain their independence and remain in their own homes..

125 Case Study: Summary Questionnaire Cont 3.Why is the proposed project important? Costly institutionalization is about the only alternative to living at home for most of the individuals served by Meals Consortium members. Few individuals have a desire to move to a convalescent home, and most will struggle to maintain their independence and dignity in their own homes. With appropriate social ­ services referrals in addition to a good, nutritionally sound diet, frail older adults are able to remain in their homes.

126 Case Study: Summary Questionnaire Cont 4.What will be accomplished by this project during the time period of the grant? The social services referral program has three objectives: (1) to increase social services referrals and ­follow-up for individuals served by the Meals Consortium, (2) to increase social services direct care for the most vulnerable older adults served by the Meals Consortium, and (3) to reduce the number of individuals being institutionalized.

127 Case Study: Summary Questionnaire Cont 5.Why should your organization do the project (credibility statement)? Meals Consortium members have served the target population for many years, providing frail older adults with nutritional meals. By forming a consortium six years ago, the Meals on Wheels programs have increased their cost effectiveness and efficiency. The social services referral program is another step in the Consortium’s efforts to help individuals maintain their independence.

128 Case Study: Summary Questionnaire Cont 6.How much will the project cost during the grant time period? How much is being requested from this ­funder? First-year program costs are expected to be $330,000. This proposal is for $30,000. Remaining funds for the new program will come from a grant from the County Area Agency on Aging, from other foundation sources, and from the Meals Consortium annual event.

129 Putting the Package Together Worksheet 11.A (page 77)

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131 Question/Answer Period  Evaluation Component  Sustainability Component  Program Budget  Organizational Background Component  Proposal Summary & Packaging  What questions do you have thus far?

132 Grant Implementation, Administration, Monitoring work  Got funded!!, now the work begins  Hiring/assigning staff  Financial controls  Program/project oversight

133 Grant Administration Cont: Project Dissemination  Important to funders that their funds have a broad impact  How will you make the results available to others?  Which results will you report?

134 Grant Administration Cont: Project Dissemination  To what audience?  How will the results or products be disseminated?  Web, video tapes, conferences, professional journals, books, chapters, or monographs?

135 Sustaining Relationships with Funders  Make sure your proposal has arrived  Prepare for a site visit  Keep all funders informed  Responding to a funder’s decision

136 Evaluation and Close-Out Outcomes  Seeking Outcomes, not only Outputs  Importance of recordkeeping  Independent review

137 Evaluation and Close-Out Cont Outcomes  Seeking Outcomes, not only Outputs  Importance of recordkeeping  Independent review

138 Final Question/Answer Period  Participant Questions Covering Completing the Grant section  Miscellaneous Participant Questions on Session 2

139 Final Question/Answer Period  Follow-Up (PRI Associates are available for community consultations/coaching/training)  THE END. THANKS and BEST OF LUCK!


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