@UnitedWay_GCR

https://twitter.com/UnitedWay_GCR

https://www.facebook.com/UnitedWayGCR

Community Investment Process 2018-2020

September 15, 2017

United Way of the Greater Capital Region

@UnitedWay_GCR

https://twitter.com/UnitedWay_GCR

1 https://www.facebook.com/UnitedWayGCR

@UnitedWay_GCR

HOUSEKEEPING

•Recorded version of this webinar will be made available on our website and will be emailed to you

http://www.unitedwaygcr.org/funding-opportunities

• Everyone has been automatically muted

• If you have any questions, please submit them through the Chat box in your attendee control panel

2

@UnitedWay_GCR

GoToWebinar Housekeeping: What You See

@UnitedWay_GCR

MEET THE COMMUNITY IMPACT TEAM

Rushka Tcholakova Senior Vice President,

Community Impact communityimpact@unitedwaygcr.org

518-456-2200

4

Tracy Randle Program Director,

CA$H Coalition trandle@unitedwaygcr.org

518-456-2200

Michaelle Mugisha Manager,

Community Impact mmugisha@unitedwaygcr.org

518-456-2200

Alea Simons Intern,

Community Impact MSW CIApprentice@unitedwaygcr.org

518-456-2200

@UnitedWay_GCR

AGENDA

1. Overview of Community Investments 2. Process & Timeline 3. About the Letter of Intent 4. Submission

5

Purpose: Review Community Investment Funding Opportunity

@UnitedWay_GCR

UWGCR’S FUNDING STREAMS

Community Care Fund

Community Investments

(2year)

Strategic Investments

(3year)

People meet their basic needs

for food, shelter and safety

Children and youth have the

foundation for success from

cradle to career

People are financially secure

and self-reliant

People are physically, socially

and emotionally healthy

BASIC NEEDS EDUCATION INCOME HEALTH

@UnitedWay_GCR

OVERVIEW OF COMMUNITY INVESTMENTS • Funding programs not services • Focus on Basic Needs, Education, Income, and Health.

• programs must select at least one of the nine focus areas

• Two year funding commitment starting July 2018 - June 2020 • Open and competitive funding opportunity • Serve Albany, Rensselaer, Saratoga, Schenectady, and

Schoharie counties • Grants awards up to $40,000 • Due by 11:59 PM on Friday, September 22, 2017

7

@UnitedWay_GCR 8

OVERVIEW OF FOCUS AREAS FOR COMMUNITY INVESTMENTS

BASIC NEEDS EDUCATION INCOME HEALTH

• Domestic Safety

• Housing Stability

• Food Security &

Nutrition

• Early Care &

Education

• Youth

Development

• Financial Literacy

& Stability

• Workforce

Development

• Independent

Living

• Behavioral

Health

Details available online: http://www.unitedwaygcr.org/sites/unitedwaygcr.org/files/Presentation_PlatformsONLY.pdf

@UnitedWay_GCR

PROCESS & TIMELINE

Letter of Intent (LOI)

Questions & Org. Review

Sept. 22

LOI Approval

Week of October 16

RFP Release

Oct. 23

RFP Webinar

Nov. 7

RFPs Due

Nov. 20

RFP Approval

March 2018

9

@UnitedWay_GCR

LETTER OF INTENT

• In the form of a survey monkey questionnaire (cannot save online, pdf has all of the questions) • Mirrors our Terms & Conditions www.unitedwaygcr.org/terms-and-conditions • Two-part assessment: organizational review & questionnaire • Joint LOIs are welcomed! • Current grantees will be evaluated at a higher level • Skip logic is applied to some questions • Word limits

10

@UnitedWay_GCR

LETTER OF INTENT QUESTIONNAIRE

•Where do you currently provide your programs

• Is your organization incorporated as a 501(c)(3) or other health and human service organization with tax exempt status?

•How long has your organization been incorporated and in operation?

11

@UnitedWay_GCR

Are you currently receiving funding from United Way of the Greater Capital Region through other initiatives?

If you are currently receiving any funding from United Way, the answer to this question is a yes.

12

@UnitedWay_GCR

CURRENT GRANTEES

What other United Way of the Greater Capital Region funding are you receiving? Is your organization currently following United Way of the Greater Capital Region on social media? Connect with us: www.unitedwaygcr.org Is your organization recognizing United Way of the Greater Capital Region as a funder and partner on print materials (brochures, program flyers, mailings, envelope, annual report, etc.) and online materials (newsletters, website, press releases, etc.)? Are you currently running a United Way of the Greater Capital Region workplace campaign?

13

@UnitedWay_GCR

CONNECTING HEALTHCARE PROVIDERS TO COMMUNITY SERVICES

www.211neny.org

2-1-1 Northeast New York • Albany • Columbia • Fulton • Greene • Hamilton • Montgomery • Rensselaer • Saratoga • Schenectady • Schoharie • Warren and • Washington

One easy phone number to call for free, confidential information and referral 24 hours a day, 7 days a week, 365 days a year. Multilingual capabilities (200 languages).

@UnitedWay_GCR

Has your organization completed a 2-1-1 Northeast Region/United Way Helpline profile?

When was the last time you updated your organization’s information for 2-1-1?

Please provide name, title and contact information of the staff member responsible for your organization’s 2-1-1 updates:

15

@UnitedWay_GCR

UPDATE/INPUT YOUR SERVICES:

Step 1: visit www.211neny.org

Step 2: Click on Partners

Step 3: Select “Update Information”

Step 4: Download Update Form

Step 5: Complete “Update Form”

Step 6: Submit complete “Update Form” to ljacob@uwwp.org

@UnitedWay_GCR

United Way of the Greater Capital Region strives to make a difference in Basic Needs, Education, Income and Health. Please select the platform and focus area for which you are seeking funding: (Agency can apply for more than one platform and focus area)

17

Basic Needs (platform): (Select Choice) ☐ Domestic Safety (focus area) ☐ Housing Stability ☐ Food Security and Nutrition Education: (Select Choice) ☐ Early Care and Education ☐ Youth Development

Income: (Select Choice) ☐ Financial Literacy and Stability ☐ Workforce Development Health: (Select Choice) ☐ Independent Living ☐ Behavioral Health

Details available online: http://www.unitedwaygcr.org/sites/unitedwaygcr.org/files/Presentation_PlatformsONLY.pdf

@UnitedWay_GCR

Tell us about the need: provide quantitative and qualitative data (national, state, local and agency-level data) to describe the need in the community specific to the focus area for which you are seeking funding and the population you are serving. (max: 250 words - bullet points preferred)

Please provide the name(s) of the program(s) for which you are seeking funding

18

@UnitedWay_GCR

In bullet format, list the services for each program

Estimated number of individuals served by program annually

How do you measure success?

19

@UnitedWay_GCR

ORGANIZATIONAL REVIEW

UWGCR volunteers and staff members will analyze your agency’s financial and governance information. In order to complete your application for consideration, please submit the following documents by 11:59 PM on Friday, September 22, 2017.

☐ 501(c)(3) IRS Tax Exemption Notification Letter

☐ IRS Form 990, or 990-EZ

☐ Financial Statements:

• Agencies with operation budgets $750,000 or more: submit Annual Audited Financial Statements with Independent Auditor’s Report

• Agencies with operating budgets between $250,000 but less than $750,000: submit Reviewed Financial Statements that have been prepared by an independent certified public accountant

• Agencies with operating budgets under $250,000 will agree in writing to annual financial reporting requirements

☐ Agency Budget

☐ Board Structure

20

@UnitedWay_GCR

HOW TO SUBMIT ORGANIZATIONAL REVIEW DOCUMENTS

• Email as attachments to communityimpact@unitedwaygcr.org with the subject line: “LOI (insert your agency’s name)”

• Share virtually through a cloud-based system like Dropbox

• Fax documents to 518-456-2839

• Mail documents to Community Impact, United Way of the Greater Capital Region, P.O. Box 13865, Albany, New York 12212

21

@UnitedWay_GCR

MAKE UP OF A STRONG APPLICATION

• Demonstrate how your programs services meet the vision and strategy for the focus area.

• Support your assertions.

• Include data on client needs, best practice research, local statistics.

• Be specific about the nature of partnerships that are key to achieving your goals.

• Answer each question thoroughly.

Do not assume the reviewer has knowledge of your program.

• Clearly address each focus area for which you are applying.

• On time submission of documents and questionnaire: late applications will not be considered without prior approval

• Contact UW staff with any questions or to discuss ideas!

@UnitedWay_GCR

Q&A

@UnitedWay_GCR