United Way of Greater Plymouth County We unite people, ideas and - - PowerPoint PPT Presentation
United Way of Greater Plymouth County We unite people, ideas and resources to improve the lives of people in Greater Plymouth County . Request for Proposal (RFP) Workshop for FY 2018 (July 1, 2017 June 30, 2018) January 19, 2017
“We unite people, ideas and resources to improve the lives of people in Greater Plymouth County.”
January 19, 2017
***Please sign in.***
2
3
With a mission to “unite people, ideas and resources to improve the lives of people in Greater Plymouth County”, United Way of Greater Plymouth County aims to direct resources to the most vulnerable, lowest income population in
that promote the education of our youth, the physical health and healthy lifestyles of our most vulnerable neighbors, and the financial stability of
United Way of Greater Plymouth County focuses
education, health and financial stability.
4
Helping our children through early learning opportunities to be ready for school, helping our youth to be successful in school and safe through after school initiatives, vocational
in order to ensure their graduation from high school and success in higher education and gainful employment.
5
Promoting the physical health, wellness and healthy living of our neighbors through access to health care, dental and prevention
interventions are aimed at providing services to our elders as well as to reducing child abuse, mental illness, substance addictions and domestic violence.
6
Providing for the basic needs of food, shelter and clothing for our families and our most vulnerable neighbors as well as affording pathways for them to financial literacy, sustainable employment and decent, affordable housing.
7
Impact Committee, we will likely be revising our United Way funded partner agencies Survey of Success Year End reporting requirements.
testimonials and success stories year round and would love to promote these stories as part of our “United Way Community Partners in ACTION!” social media campaign. Please do not hesitate to share.
8
United Way has partnership compliance, co-branding, and fundraising standards and policies intended to both provide mutual marketing benefits and to fully support the annual fundraising campaign. Please be sure to review the revised agreement. United Way will monitor for compliance. *Revised in 2015. Submit with Forms A & B.
9
Four sections:
Signage, logo usage, website (UWGPC to provide window decals, signs, and electronic logos)
Year end reports, success stories, outcomes
Agency executives meetings, annual meeting, campaign kick-off, Volunteer SouthCoast
Actively solicit employees and, if possible, complete prior to community-wide campaign kickoff. All campaigns must be complete by the third Friday in November.
Initiatives seeking United Way funds must be focused on services and activities that have clear and measurable
effectiveness of your work to improve lives, communicates the value of your work to the community, and helps the United Way to raise additional resources.
and direct.
10
“volunteer-driven” process.
not know about your initiative or the need area you are addressing.
any and all questions they may have, particularly about any inconsistencies between the narrative presentation and the site visit. (Points are often lost when these inconsistencies arise and are not explored or explained.)
11
Though a scoring rubric is utilized, the allocations process is not an exact science, and other considerations including geographic spread of funded initiatives, funding balance among the need areas, and per client costs for services are made by our volunteer Board of Directors. The process, therefore, involves some subjective elements.
applicants.
12
Please consider these additional key points and tips that very
Board of Directors.
decision-makers in an organization matter to our volunteers.
directed to 15% of the local population of 500,000 or 75,000
diverse partnerships.
13
2/10/17 – Deadline for Forms A & B with all required attachments 2/14/17 thru 2/17/17 Audit Committee reviews Applicants Financial records 2/24/17 - Deadline for Forms C & D 3/14/17 – Combined Meeting with Community Impact Committee & Allocations Panelists 3/14/17 – 3/24/17 – Site visit dates scheduled with Agency Contact (not conducted- see site visit form)
14
3/14/17 thru 5/01/17 Allocation Panelists will review Forms C & D and conduct Site Visits 5/02/17 – Allocation Panelist Scoring Sheets due back to United Way 5/9/17 Community Impact Committee to review scores and make Allocation recommendations for the May 17th Board of Directors meeting 5/17/17 – United Way Board of Directors to vote on 2017-2018 Agency Allocations
15
16
Please submit ONE per Organization.
17
Please submit ONE per Organization Please remember to submit all required documentation:
have a DUNS Number)
and Annual Report
18
(UWGPC to provide form)
(Signed by Agency Executive)
(to be submitted with Forms C & D)
19
Agencies may only submit up to three (3) RFP’s per Focus Area* *EDUCATION *HEALTH *FINANCIAL STABILITY
*Request reasonable dollar amount per Initiative and provide percentage of the Total Program Revenues.
*Systemic Change OR Direct Service
*Indicate Impact Focus Area that best describes outcomes to be addressed in this specific Initiative Proposal (Education, Health, or Financial Stability).
20
Initiative Description In the space provided please describe the design of the Initiative Project using the five listed criteria.
mailed/delivered with the other RFP Attachments.
and be in bullet point format. ***Please submit original + 4 copies of both Forms C & D***
21
See Partner Agency Compliance Agreement If your organization has received United Way funds in the past year, you have previously signed a United Way Community Partnership Agreement. United Way will review compliance and score your organization according to the requirements of this agreement. If your organization has not received prior United Way funding, please describe your organization’s specific plan for meeting the partnership and co-branding requirements.
22
2 – Target Population (5 Points)
you intend to serve with this initiative.
special needs, risk factors, barriers or other challenges.
23
need area chosen.
similar services.
with the mission and strategic goals of the
24
that support the proposed strategies to achieve chosen outcomes.
Way funding, please summarize your most recent outcomes and accomplishments.
25
would actively participate that directly contribute to the achievement of the priority initiative outcome(s).
build synergy between multiple agency and community partners.
names & contacts of all committed Collaborating Organizations
26
you plan to achieve for this initiative. *Please be aware that the impact an initiative has on the specific community need it is intended to address ( as measured by the initiative’s outcome(s) ) will affect scoring of future applications for United Way initiative funding.
27
general overview of your facility, staff and the people you serve. If possible, please plan visits during a time when program is “in action”.
schedule visits from March 14- 24thth. Site visits will be performed from March 15th- May 2nd.
witness the consistency of what is contained in the narrative of the proposal for the initiatives and the actual services, staffing and facilities involved in the proposal. Points can be lost for Non- compliance issues.
28
Facility-(Structure clean and neat, appropriate for services performed, handicap accessibility, on or near public transportation for easy accessibility, adequate parking.) b Off Site Programs- Quality Control – (Safety of service providers, safety of service recipients, record of recipients services and quality of services rendered, i.e. client satisfaction survey results, etc.)
ratio.)
29
being served representative of the community or a clearly defined clientele.)
Way signs/logos clearly visible on building and printed
provided.)
30
form.
to the proposed Initiative.
balance, please include an explanation.
initiative revenues and expenses.
31
32
for your knowledge, your experience, and your generous and good natured approach to improving lives and making