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

GIVE. ADVOCATE. VOLUNTEER.

LIVE UNITED

Heart of Florida United WayInvesting in Results Request for Proposals (RFP) Concept Meeting

GIVE. ADVOCATE. VOLUNTEER. LIVE UNITED 2

Agenda

I. Welcome

II. HFUW’s Investing in Results Grant Process

III. Request for Proposals (RFP)

IV. Collaborations

V. Q & A

VI. Adjournment


History of Investing in Results

2006 2007 2008 2009 2010

2006: Our Board of

Directors approved the

move to Investing in

Results

January 2007: Steering Committee convened to guide

United Way’s 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


Investing in ResultsInvestment Areas

• Alleviating Hunger and HomelessnessStrategies 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 EducationStrategies focused on: Mentoring teens, improve high-school graduation rates and promote life success.

• Developing Healthy Children and FamiliesStrategies focused on: Supporting healthy beginnings, access to healthy choices and encouraging family engagement and lifelong education.

• Improving Financial StabilityStrategies focused on: Helping families increase their financial stability through financial literacy programs, credit counseling, improved access to affordable childcare and more.


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 impact—We want to “move the needle” at the community level.


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


Investing in Results Council

Community leaders, cabinet chairs, others

COUNCIL GOALS

• Actively guides United Way’s Investing in Results efforts

• Approves funding strategies

• Initiates new partnerships in the community

• Makes recommendations to United Way’s Board of Directors


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


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

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

Improving Financial Stability Cabinet• (Chair) Chris Toadvine, Toadvine and Associates

• (Vice Chair) Lisa Portelli, Winter Park Health Foundation

• Carey D’Ortona, Orlando Health

• Dawn Murray, Florida Dept. of Children & Families

• Dr. Nana Robertson, Seminole State College

• Mike Schafer, Schafer, Tschopp, Whitcomb, Mitchell & Sheridan, LLP


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


2014 – 2015Competitive Request For

Proposal (RFP) Grant Process


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)


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


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.

• Areas issuing RFPs:

Building Safe Communities through Education

Developing Healthy Children & Families


Collaborative Initiatives / Programs

http://www.hfuw.org/


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)


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


2014 – 2015 Competitive RFP Process

Stage I

• Organizations visit HFUW’s 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


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.


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.


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 HFUW’s investment areas.

• The LOI was incomplete and/or insufficient detail was provided.



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


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


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 program’s structure and how services will be provided.


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.



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

Investing in Results Goals



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 Way’s Building Safe Communities through Education priorities.

• Proposals must demonstrate that services to be provided are tailored to meet the needs of the identified population.


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


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 Way’s Developing Healthy Children & Families priorities.

Proposals must demonstrate that services to be provided are tailored to meet the needs of the identified population.



Developing Healthy Children & Families is focused on strategies addressing:

• Healthy Beginnings

• Supporting Healthy Choices

• Access to Health Care



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 Way’s Improving Financial Stability priorities.

• Proposals must demonstrate that services to be provided are tailored to meet the needs of the identified population.



• Improving Financial Stability is focused on strategies addressing:

• Family Sustaining Employment

• Income Supports

• Affordable Housing

• Manageable Expenses

• Savings and Assets



• Collaborative Initiatives / Programs is focused on strategies addressing two or more of HFUW’s investment areas:

Building Safe Communities through Education Strategies

Developing Healthy Children & Families Strategies

Improving Financial Stability Strategies


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.

Collaborative Initiatives: Online Application Selection Criteria


• 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.

Collaborative Initiatives


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.


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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

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Types of Working Relationships

Elements Cooperation Coordination Collaboration Partnership

Characteristics of Relationship

Trust and reliability

Integrity and discipline

Understanding and selflessness

Commitment and ownership

Nature of Relationship

Informal, ad hoc Semi-formal Formal Formal, legal incorporation

Involvement As few as two people

Several, maybe horizontal organizational slices

Several, many horizontal and vertical organizational slices

New or refined organization

Resource Investment

Minimal Moderate Major Major

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

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

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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

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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

RFP Attachments


• Attachment 1: Key Dates

• Attachment 2: Concept Meeting Dates

• Attachment 3: Performance Measurement Framework

• Attachment 4: Letter of Interest

• RFP Questions

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Helpful Links

Community Foundation of Central Florida Knowledge Basehttp://cfcf.guidestar.org/

UCF Ctr. for Public & Nonprofit Mgmt.http://www2.cohpa.ucf.edu/cpnm/

Capaciteriahttp://capaciteria.org

Center for Community Partnershipshttp://www2.cohpa.ucf.edu/ccp/

Healthy Measures for East Central Floridahttp://www.cflhealthymeasures.org/

Grant Professional Networkhttp://www.gpninc.org

Philanthropy & Nonprofit Leadership Centerhttp://pnlc.rollins.edu/

The Foundation Centerhttp://www.foundationcenter.org

Council on Foundationshttp://www.cof.org

http://cfcf.guidestar.org/

http://www2.cohpa.ucf.edu/cpnm/

http://capaciteria.org/

http://www2.cohpa.ucf.edu/ccp/

http://www.cflhealthymeasures.org/

http://pnlc.rollins.edu/

http://www.foundationcenter.org/

http://www.cof.org/

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HFUW RFP Staff Contacts

For information regarding HFUW's RFP process please contact:

• Building Safe Communities through EducationAnna Maria Lewis, [email protected]

• Developing Healthy Children & FamiliesJahKiya Bell, 407-429-2171 [email protected]

• Improving Financial StabilityMark Batchelor, 407-835-9762 [email protected]

mailto:[email protected]



Frequently Asked Questions


• 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

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Questions?

Thank you!

Documents

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