Capacity Building Grant Proposal 2011-2012

Organization Name:

Mailing Address:

City: Zip Code:

Address Line 2: County:

Counties Where Service Will Be Provided:

Tax ID Number: (9-digit number, no hyphen)

Executive Director:

Project Director:

Project Director Email:

Project Director Phone Number:

Basic Information

Has This Organization Received Funding from The OBB in the Past?

Purpose and Amount of Past Funding:

Capacity Building Grant Proposal 2011-2012

Background Information

Organization’s Mission A brief summary of your organization’s overall mission and purpose. (100 words or less)

Organization’s Goals and Objectives A brief outline of your organization’s overall primary goals and objectives. (100 words or less)

Overview of Programs A list of the programs your organization operates and a brief description of each. (100 words or less)

Number of Families/Individuals Served in State Fiscal Year 2011*, and method(s) for

tracking amount served (*July 2010-June 2011)

Capacity Building Grant Proposal 2011-2012 Narrative Provide an overview of how your organization would benefit from OBB Capacity Building funds and how funding

would assist your organization in expanding the services it offers. (500 words or less)

Capacity Building Grant Proposal 2011-2012 Scope of Services

Outreach Efforts List strategies your organization will use to attract Benefit Bank clients. Identify any events you are planning that

will be targeted at increasing the number of clients served. Also outline plans for the use of at least the required 5%

of your total budgetary request for outreach. Please do not include free OBB marketing materials. (300 words or less)

Plan to Address Potential Barriers to Service Provide a brief description of challenges your organization will need to address to be the most effective Benefit

Bank site possible. Include a plan for addressing these challenges. (300 words or less)

Capacity Building Grant Proposal 2011-2012 Scope of Services, continued

Activities and Outcomes of Tax Season Describe, in detail, the actual services you plan to provide to your clients and the outcomes you hope to achieve.

Include a plan for at least one tax clinic or other event held outside of normal business hours (requirement of

grant). This event can involve outreach through OBB Self-Serve, partnership with the OBB Mobile Express, or

traditional tax clinic events. See www.ohiobenefits.org/taxclinickit.html for more ideas. Also include any wrap-

around services your organization plans to offer as part of tax season, such as financial literacy or benefits

outreach. Be prepared to elaborate on this description in the following Work Plan. (500 words or less)

Capacity Building Grant Proposal 2011-2012 Scope of Services, continued

Collaboration Describe existing relationships with other community-based organizations and Ohio Benefit Bank sites, and how you

will capitalize on these relationships to maximize services provided. If you do not have any existing relationships,

describe how you will strive to foster collaboration to help your organization reach its goals. (300 words or less)

Capacity Building Grant Work Plan 2011-2012

Organization Name:

Formula for Numerical Goal

Explain how you intend to reach your numerical goal. For example, if each tax return takes 1.5 hours to

complete, you might calculate your goal by finding (number of OBB counselors) X (number of hours

worked in tax season per counselor) / 1.5 to reach an approximate, reasonable numerical goal.

Numerical Goal for Federal Tax Returns Completed:

The Work Plan Goals below should reflect steps that will be taken each month to reach your

overall goal for tax season. Use specific target dates (i.e. February 15, 2012) as well as specific

measurable outcomes of each step (i.e. Assist 30 clients at first tax clinic).

Each month, you will submit a report updating your Work Plan with the results you have

attained. There should be multiple Work Plan Goals in each month of the grant period. Focus on

making the goals as detailed, realistic, and measurable as possible.

Month Work Plan Goals

November

December

Capacity Building Grant Work Plan 2011-2012

Month Work Plan Goals

January

February

March

April

Capacity Building Grant Logic Model 2011-2012

Logic Models are used by organizations to help them to address specific needs through strategic programmatic planning. As part of your

application for funding, please complete the following logic model, detailing 1) The specific need(s) for service(s) that exist in your service area,

2) The step(s) your organization intends to take in order to address those need(s), and 3) The outcome(s) your organization plans to reach.

Please be specific; include geographically appropriate statistics, well thought-out activities with targeted outreach and implementation plans,

and both qualitative (i.e. better quality service) and quantitative (i.e. 75% increase in clients) outcomes.

1) Need(s) 2) Activities 3) Outcomes

Organization Name:

Capacity Building Grant Budget Narrative 2011-2012 Organization Name:

Salary/Wages *all amounts should include fringe benefits

OBB Tax Counselor(s) [# ]

OBB Site Administrator

Other:

Months Hrs/Month Rate/Hr Total

Total Salary:

Computer Equipment

PC (Hard drive, keyboard, mouse, cables)

Computer Monitor

Laptop

Printer

Other:

Quantity Rate Total

Total Computer Equipment:

Other Costs

Marketing (must be at least 5% of award)

Office Supplies (paper, ink, etc.)

Mileage (at 55 cents/mile)

Administrative (up to 10% of award)

Other:

Description Cost

Total for Other Costs:

Total:

Capacity Building Grant Final Instructions 2011-2012 Thank you for your application for funding through The Ohio Benefit Bank Capacity Building Grant.

Please read the following final instructions before submitting your application:

1. Your application MUST be electronically submitted. If you have installed the free version of

Adobe Reader on your computer, you should be able to complete and submit this application

by clicking on the “Submit” button below.

a. If you use Microsoft Outlook or another desktop email application, an email will be

automatically generated with your application attached.

b. If you use an internet email server, such as Gmail, Yahoo, Hotmail, etc., you will need

to save your application and submit it in an email manually to Joree Jacobs at

jjacobs@oashf.org.

c. Please rename your email “Your Organization: Capacity Building Grant” i.e.

Hometown Family Services: Capacity Building Grant

2. All applications MUST also include an electronic copy of your organization’s letter of

notification confirming your status as a tax-exempt 501(c)(3) organization in order to be

considered. Please attach the copy to the same email with your application.

a. If for some reason you are unable to submit a copy electronically, please contact

Joree Jacobs at 614.221.4336 ext. 265 to arrange alternative submission.

3. The deadline for submission of applications is October 14, 2011 at 5:00 p.m. No

applications will be accepted after this deadline.

a. You will receive a confirmation email when your application has been received. If for

some reason you do not receive an email confirmation within one business day of

your submission, please contact Joree Jacobs at jjacobs@oashf.org.

4. Notifications of awards will be made by Monday, October 24, 2011. You will be notified

through email, so it is vital that you have provided an accurate email address.

a. All applicants will be notified of our final decision regarding their application by

Monday, October 24, 2011 through email.

b. At least one representative from those organizations selected for funding MUST

attend one of the Grantee Orientation webinars on either Wednesday, October 26

from 10:00 a.m. to 11:00 a.m. or Thursday, October 27 from 2:00 p.m. to 3:00 p.m.

If you have any questions or concerns, please contact Joree Jacobs at jjacobs@oashf.org or by phone

at 614.221.4336 ext. 265.

Thank you again for your interest in this funding opportunity and for all that you do!