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Government
Foundations
Corporations
Donations
Fundraising
www.miamidade.gov/Grants
www.grants.gov
http://www.myflorida.com/apps/vbs/vbs_www.main_menu
www.cfbroward.org
www.nova.edu/library/about/collection/fcindividuals.html
www.floridafunding.com
www.grantstation.com
www.foundationcenter.org
www.cscbroward.org
Strategy – start with the desired result then develop procedures that will ensure a profitable finished product.
Desired Result is defined as: meeting or exceeding “Contract Compliance” or by increasing “General Fund” revenue.
Grant Research ($, In-kind, special requirements)
Grant Funding
Application Process (Deadline)
Award Process
Implementation Process
Monitoring & Amendments
Reimbursement
Audit & Record Retention
Monitor and track Document Flow and Retention
- Become proficient in “paper trail” management
Liaison for Funder and Nonprofit- Most Funders appreciate “One Stop Shopping”
when auditing or reviewing project progress as well as “immediate response” communication.
Board of Directors- Active / Passive- Liability- List (Home/Business Address; Phone No., Experience)
IRS Board Governance Compliance- Comparability Data for Compensation- Family Relationship / Business Relationship- Conflict of Interest Policy- Financial Policy & Procedures- Review of Form 990
Organization History Organization Chart Bylaws Articles of Incorporation 501c3 Determination Letter Licenses (other credentials) Resumes (staff and experience vita for
Board) Mission Statement Activities / Programs / Services
RFP – Request for Funding
NOFA – Notice of Funding Availability
ITN – Invitation to Negotiate
Discretionary Grant or Competitive Grant
Formula Grant
BID RFP – Bid request for a proposal
Foundation Grant
What is the Funding Source “Primary” focus Writing Styles - NARRATIVE - GOALS & OBJECTIVES
Statement of Need Goal
Program Description Measurable Objective
Agency Capability Strategy
Sustainability
Timeline
Evaluation
Personnel (salaries & Fringe Benefits) Equipment Program Supplies (workbooks, art supplies) Supplies (copy paper, pencils, etc.) Operational Costs (insurance, rent, etc.) Workshops Consultants
Letters of Support- Service Agencies- For Profit Companies- Government
Memorandum of Understanding- Scope of Services per Agency
Outside Evaluators (Universities, Companies)
Qualitative – Performance Reports on Quality of Programs
Quantitative – Financial Reports on how $’s spent
SINGLE AUDIT – If receive Federal Funds or Funder requests based on $ expended.
- Single audit means an audit which includes both the entity's financial statements and the Federal awards as described (OMB A-133)
- Fed’s require if expend over $500,000/yr
- > $5K/yr? Still need to keep records for review or audit by Federal agency, pass-through entity, and General Accounting Office (GAO)
IRS requires 3 years for all of the Organizations documents
Federal Grants require between 3 to 5 years
Some funders may require up to 7 years