BACK TO WORK 50+: WOMEN’S ECONOMIC STABILITY INITIATIVE

(WESI)

Subgrant Competition: Round 2

Application Technical

Assistance September 23, 2015

AARP Foundation

MISSION

AARP Foundation serves

vulnerable people 50+ by

creating and advancing

effective solutions that help

them secure the essentials.

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BACK TO WORK 50+: WESI Team

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• Emily Allen, VP - Income

• Marc McDonald, Director - Grants

• Joanna Wald, Compliance Manager - Grants

• Lori Strauss, Program Manager - Income

• Joscelyn Silsby, Senior Advisor - Evaluation

• Sharvell Becton, Program Manager - Income

• Peg Walton, AACC BTW 50+ Director

Social Innovation Fund Overview

SIF Mission

To find solutions that

work and make them

work for more people.

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• Implement

• Evaluate

• Sustain & Scale

SIF Approach

The Intervention

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BACK TO WORK 50+: Women’s Economic

Stability Initiative (WESI) is a proactive intervention

to decrease the number of women who slip into

poverty later in life.

WESI builds a pipeline of opportunities and supports

to help women age 50-64 improve their ability to

generate income through employment, and manage

it effectively for as long as needed.

Who is eligible to apply?

1. Non-profit and state/county community colleges

2. Located in AL, AZ, CA, FL, GA, IL, MS, NM, NY,

NC, SC, TN, TX

3. Serve low-income communities and want to target

resources to support older women

4. Current BACK TO WORK 50+ community colleges

AND community colleges with interest in adapting

similar efforts to use this model

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How do you apply?

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www.aarpfoundation.org/sif

Go to the BACK TO WORK 50+: WESI page • Two links:

Start Application Edit/Review Application

Subgrants Are Federal Grants

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All applicants should be aware of federal and Corporation for National and Community Service (CNCS) grant compliance if awarded subgrant. Highlights include: • Compliance as stated in SIF NOFA, SIF Terms &

Conditions and AARP FDN subgrant agreement • Timesheet/time allocation • Budgeted staff eligibility check • Plus many others!

Subgrant Award Information

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• Total awards: Up to 3

• Award range: $100,00-$200,000 per year

• Subgrant period: January 1, 2016- February 28, 2019

• Reporting Systems:

Foundation Connect: grant compliance

Foundation Impact: participant information

Subgrant Details Reporting Details

Reporting Overview

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• Reports completed online

• Quarterly Deadlines:

March 21

June 21

September 21

December 21

• Monthly (21st of month)

OR

• Quarterly

March 21

June 21

September 21

December 21

Programmatic Financial Participant Info

• Near live reporting

• Completed as activities completed

• Reporting through Foundation Impact System

• AARP Foundation will provide training

Application Information

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Five Narrative Sections

1. Program Experience

2. BTW 50+: WESI Implementation

3. Commitment to Evaluation

4. Organizational Capacity

5. Budget Narrative

1. Program Experience

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Review Criteria

• Compelling statement of need within college’s service area

• Current implementers of effective BTW 50+ or similar workforce development program

• Experience providing job search coaching

• Existing functional relationships with local workforce investment boards and employers

• Understanding of local labor market

2. BTW 50+: WESI Implementation

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Review Criteria

• Detailed understanding how current experiences relate to implementation of BTW 50+: WESI

• Clear plan to implement BTW 50+: WESI

• Logic model that explains applicant’s BTW 50+: WESI implementation

• Ability to reach and serve target numbers

• How applicant will manage federal and CNCS grant requirements

• Priority for demonstrating collect impact approach

3. Commitment to Evaluation

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Review Criteria

• Understanding and commitment to evaluation activities and working with evaluation firm

• Clear plan to utilize AARP Foundation Impact system for data entry including quality control use for their own learning

• Demonstrated assessment of prior program experience and effectiveness

• Understanding of the Institutional Review Board (IRB) in their institution

4. Organizational Capacity

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Review Criteria

• Program housed in area of the college with primary responsibility for career training and career counseling engagement with local employers

• Demonstrated organizational capacity to execute program successfully

• Clear plan for program management including dedicated internal staff

• Demonstrated experience and controls with federal grant programs

• Demonstrated institutional and leadership commitment

5. Budget Narrative

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Review Criteria

• Budget line items align with budget narrative

• Budget proposal reasonable and appropriate to meet program goals

• Proper justification and explanation for costs

• Adequate staff time dedicated to the initiative

Proposal Attachments

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1. One-year budget

2. Letter of project commitment from college president

3. Letter from CFO confirming ability to meet match

4. Letters of commitment from local workforce investment board(s) and employer(s)

5. Logic model that outlines how project will be executed

6. Most recent A-133 audit

7. Most recent letter stating current federal indirect cost rate

8. Documentation stating existing tax status

Budget

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• Utilize budget template, which is available: online at aarpfoundation.org/sif via the attachments page on the application portal

• Instructions for budget and line items are included in the Excel budget template

• Upload in Excel – not a PDF • Indirect rate: You must use your federally approved

indirect rate, but it is capped at 10% of federal share of grant; any remaining amount should be used as part of subgrantee share

Indirect Rate Example

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Example: Organization’s Federal Indirect Rate is 50% of Total Personnel Costs

Federal Share Subgrantee Share Project Total

Personnel $60,000 $40,000 $100,000

Other Direct $39,000 $31,000 $70,000

Total Direct $99,000 $71,000 $170,000

Indirect $11,000 $39,000 $50,000

Total Project $110,000 $110,000 $220,000

Represents 50% of Personnel

Costs

Maximum Indirect: 10% of Federal Share

Remaining Amount of

Indirect – No Maximum

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2 3

Selected Lines from Budget Template

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Personnel

Name Title Salary

Time

Allocation

AARP FDN/SIF

Share

Subgrantee

Share Total

$0.00

Subtotals $0.00 $0.00 $0.00 $0.00

Fringe Benefits

Rate

Amount

Applied To

AARP FDN/SIF

Share

Subgrantee

Share Total

Direct Costs

AARP FDN/SIF

Share

Subgrantee

Share Total

Travel

Consultants and Contracts (please list)

Meetings

Communication & Outreach

Rate Description

Brief Explanation

Understanding the Cash Match

Requirement

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For cash match, colleges can use:

• Any unrestricted funds, as long as they didn’t come from

any federal sources

• Funds from state, local or private sources, businesses,

private philanthropic organizations

• Program income, including tuition

Match is demonstrated by expenses

funded by revenue sources above

• Staff time

• Indirect costs

• Session costs

Flow of Federal Grant Funds

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AARP Foundation Subgrantee

Financial Report

(monthly or quarterly

Reimbursement (no greater than

match spent)

Clarification Period

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November 5-12: Finalists contacted regarding application clarification and an on-site visit (November 12-19)

Site Visit (virtual and actual)

• Understand roles and responsibilities of staff towards project

• Review current federal grant compliance processes, including additional SIF grant compliance requirements

• Meet community partners

Timeline

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• September 25, 2015 Letter of Intent

• October 22, 2015 Proposals due

• By November 5, 2015 AARP FDN requests for clarification

• November 12, 2015 Deadline for clarification

• November 12-19, 2015 Site visits (virtual and actual) to finalists

• By December 17, 2015 Subgrantees announced and agreements emailed

• By January 15, 2016 Subgrant agreements returned to AARP FDN

• February/March, 2016 Subgrantee convening

Questions?

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BACK TO WORK 50+:

Women’s Economic Stability Initiative

www.aarpfoundation.org/sif

Send questions to:

sif@aarp.org