Gates/Buffet Getting Funded in a Gates/Buffet World Presented by: Partnership for Rural Improvement...
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Getting Funded in a Gates/Buffet Gates/Buffet World Presented by: Partnership for Rural Improvement (a community development collaboration between WSU and select community colleges since 1976)
Gates/Buffet Getting Funded in a Gates/Buffet World Presented by: Partnership for Rural Improvement (a community development collaboration between WSU
Gates/Buffet Getting Funded in a Gates/Buffet World Presented
by: Partnership for Rural Improvement (a community development
collaboration between WSU and select community colleges since
1976)
Slide 2
Overview of Session #1 What is a grant? Overview of
Process/Organizational Development Requirements Grant Research
Developing the Proposal Idea Developing Relationships with Funders
Understanding RFPs Writing the Grant Question/Answer Period
Slide 3
Overview of Session #2 Evaluating the Letter of Intent
Completing the Grant Review of Completed Components Developing
Sustainability Strategies Preparing the Program Budget Writing the
Organization Background Component Writing the Proposal Summary
Grant Implementation/Administration/Mon itoring Evaluation and
Close-Out Question/Answer Period
Slide 4
Introduction of Trainers Laura Cailloux Northwest Program
Associate Director, Business Resource Center & faculty member
of Skagit Valley College former nonprofit manager and small
business owner
Slide 5
Introduction of Trainers Patrick Malone Inland Northwest
Program Associate Former nonprofit executive director Nonprofit
trainer for past 25 years SBDC/NxLevel instructor
Slide 6
Introduction of Trainers Rich Monacelli Southeast Program
Associate Director of the Walla Walla Area Small Business
Center
Slide 7
What is a Grant? A grant is: A gift of resources that does not
need to be repaid but does have strings attached
Slide 8
Giving USA 2005 Data
Slide 9
Slide 10
What is a Grant? Resources may include: Cash Inventory Land
Buildings Equipment Furniture & Fixtures Intellectual Property
Human Resources In Kind
Slide 11
What is a Grant? Conditions may include: The Golden Rule: Those
with the gold make the rules Proposal Presentation Goals and
Objectives of Grantor Dates and Eligibility Matching Requirements
Accountability Evaluation Reporting
Slide 12
What is a Grant? Grants from foundations & corporations
represent only about 15% of American philanthropy The use of grants
can either be restricted or open to operations, capacity-building,
capital or equipment, special projects and sometimes
endowments
Slide 13
Proposal What is a Grant Proposal ? A formal funding
submission, typically to a unit of government, foundation or
corporation Grants funding is rarely a primary source of agency
funding
Slide 14
Emerging Paradigm A hand up, not a handout Show sustainability
Outcomes, not output Value measured in $ ROI Business model, not
social services Grantors as customers
Slide 15
Business Plan Model 1. Market Analysis(Demand) 2. Products and
Services (Supply) 3. Marketing Strategies 4. Financial Projections
5. Schedule of Events 6. Management
Slide 16
Is your cart before your horse? Before thinking about grant
funding, make sure you have: A thorough knowledge of NEEDS within
your community A broad base of support within your community
Mission and resource alignment to address need
Slide 17
Proposal Check Proposal Alignment Is your organization aligned
behind project? Organizational Mission & Project Outcomes
aligned? Community/Collaborators aligned in support? Staff &
Resource Capabilities aligned with scope of work? Is the external
environment ripe?
Slide 18
Proposal Development Process Developing a clear program plan in
response to community NEED Research funders thoroughly Build strong
relationship with funders Target proposal carefully
Slide 19
Question/Answer Period What is a grant? What is a grant
proposal? What is the community need? What organizational
development is required? What process is required? What questions
do you have thus far?
Slide 20
Market Analysis Identify Target Markets Users and Payers
Determine Consumer Profile Determine Consumer Demand Project Sales
Identify Competitors and Partners
Slide 21
Grant Research Catalogue of Federal Domestic Assistance
Grants.gov (federal alerts/email notices) IRS 990s (annual tax
reports) Foundation Directories (Philanthropy Northwest in
Washington St.) Guidestar or GivingUSA (foundation research; fee
for service) Foundation Center (training/technical assistance; fee
for service) Statewide Nonprofit Coalitions (Evergreen Society in
Washington State)
Slide 22
Case Study: Meals Consortium Over 1,000 frail elderly 600 over
the age of 75 500 living on less than $1,000/month No caseworkers
or care provided beyond meal service
Slide 23
Case Study: Meals Consortium Mission Develop and coordinate
resources for support services to homebound persons, primarily
those aged 60 and older Consortium of 5 Meals on Wheels programs
Served 255,000 meals last year
Slide 24
Products and Services Design and supply products and services
to meet the specific demand of target markets
Slide 25
Meals Consortium Over 1,000 frail elderly 600 over the age of
75 500 living on less than $1,000/month No caseworkers or care
provided beyond meal service
Slide 26
Developing the Proposal Idea 6 Questions: What community NEED
does your plan address? What would an improved community situation
look like? What can this organization do to improve the situation?
How will it be determined that the project has succeeded? How much
will the project cost? How will the project be funded in the
future?
Slide 27
Case Study: Meals Consortium Mission Develop and coordinate
resources for support services to homebound persons, primarily
those aged 60 and older Consortium of 5 Meals on Wheels programs
Served 255,000 meals last year
Slide 28
Developing the Proposal Idea: Worksheet 1.1 (page 9-10)
Slide 29
Market Analysis Identify Target Markets Users and Payers
Determine Consumer Profile Determine Consumer Demand Project Sales
Identify Competitors and Partners
Slide 30
Strategic Alliance with Funder MISSION Funding
SourceOrganization/Agency Target Population/Need
Slide 31
Developing Relationships w/ Funders Think of program staff as
friends, build a solid and trusting relationship Do your homework
on the funder Send a letter of intent Place a follow-up telephone
call Regularly meet or communicate with your program officer Think
of ways to satisfy THEIR mission
Slide 32
Developing Relationships with Funders Worksheet 2.1 (page
15)
Slide 33
Developing Relationships with Funders Worksheet 2.1 continued
(page 15)
Slide 34
Understanding RFPs RFP RFP equals Request for Proposals A
common practice by governmental funders (federally publicized
through Federal Register as Notice of Funding Availability (NOFA))
RFPs clearly state the program or project purposes, desired
outcomes and eligibility for prospective funders RFPs typically
reflect policy changes by legislative bodies more quickly than most
foundations or corporations guidelines
Slide 35
Develop a Customized Proposal Checklist Worksheet 11.1 (page
77)
Slide 36
Slide 37
Question/Answer Period Developing the Idea Proposal Developing
Relationships with Funders Understanding RFPs What questions do you
have thus far? Lets also take a 5 minute stretch break (so dont go
too far).
Slide 38
Market Analysis Identify Target Markets Users and Payers
Determine Consumer Profile Determine Consumer Demand Project Sales
Identify Competitors and Partners
Slide 39
Writing a Compelling Need Statement Need statements must
establish a clear relationship between your organizations mission
and the project purpose Need statements must emphasize community,
not organizational needs Need statements must document the
problem/issue youre proposing to address Your need must match the
ability/capacity of your organization to meet it
Slide 40
Compelling Need Statement - Cont Critically important and often
poorly written Provides a framework for the projects goals,
objectives, and methodology Basically a literature review Convince
funder that you understand the issue that they have identified and
that you can help them solve it
Slide 41
Compelling Need Statement - Cont Incidence of problem Factors
and causes Related problems Comparative data Consequences of no
intervention & cost analysis Data and results of similar
activities
Slide 42
Compelling Need Statement - Cont Evidence of demand for service
Data from experts, publications, task force recommendations,
research findings, surveys, local data, interviews Census and
demographic data Comments from target group, providers Dont
overstate your case
Slide 43
Writing a Compelling Need Statement Worksheet 3.1A (page
22)
Slide 44
Case Study: Who?Where?When? Who Who is in need? Frail homebound
seniors over 60 years, old living at home, usually alone. Where
Where are they? Throughout Main County When When is the need most
evident? When illness or institutionalization occurs due to an
absence of social services
Slide 45
Case Study: What? Why? What What is the need? No comprehensive
assessment of nutritional and social service needs. The lack of
need identification and referral for services results in
deteriorating health for frail elders and frequently results in
costly institutionalization. Why Why does this need occur? No
social workers/nutritionists to assess the health and social
service needs Funding is not available within each organization to
hire a social worker
Slide 46
Case Study: Evidence of Problem What evidence do you have to
support your claim? More than 13,000 individuals in the county over
age sixty live below the poverty line. Social workers are not
available to visit the homebound elderly. Many Meals on Wheels
recipients must leave their homes because of lack of coordinated
care.
Slide 47
Case Study: Impact if Problem is Resolved What are the
consequences of meeting the need? Frail elders will be able to
remain in their home longer. Frail elders will remain healthier
with good coordination between social services and nutrition
programs Expensive institutionalization will be avoided.
Slide 48
Case Study: Link to Organization? How is the need linked to
your organization? The Meals Consortium mission is to find
cost-effective ways to serve the countys frail elders. The social
services program will provide a coordinated system of social
services and nutritional care to serve the target population.
Slide 49
Products and Services Design and supply products and services
to meet the specific demand of target markets
Slide 50
Propose Your Solution Solid goals and objectives lead to
achievable outcomes (these are often a refinement from those
contained within your Strategic Plan) Goals and objectives can be
both program and process in nature Make your objectives S.M.A.R.T.
This section measures the impact of your work and project
Goal Case Study: Meals Consortium - Goal Increase the quality
of life for the elderly at risk of institutionalization
Slide 53
Case Study: Objective 1 Direction of Change Reduce Area of
Change Individuals leaving the Consortium for Institutions Target
Population Persons served by the Meals Consortium who are at risk
of institutionalization Degree of change 5 percent Time frame 2
months
Slide 54
Case Study: Objective 2 Direction of Change Expand Area of
Change Individuals remaining in their homes Target Population
Individuals served by the Meals Consortium Degree of change 80
percent Time frame 12 months
Slide 55
Case Study: Objective 3 Direction of Change Increase Area of
Change Social services referrals and follow-up services Target
Population Individuals served by the Meals Consortium Degree of
change 75 percent Time frame 12 months
Slide 56
Objective 4 Direction of Change Increase Area of Change Social
services direct care Target Population Individuals served by the
Meals Consortium who are most vulnerable Degree of change 90
percent Time frame 12 months
Slide 57
Marketing Strategies Position and Image Pricing Placement
Distribution of goods and services Promotion and Advertising
Message and media
Slide 58
Developing Your Methods Methods are also activities,
strategies, actions Methods are detailed descriptions of the
activities youll use to achieve your objectives
Slide 59
Methods Break Down Objectives Into Measurable Tasks/Subtasks
Worksheet 5.1A (page 36)
Slide 60
Case Study: Methods Exercise TasksResponsibleResources Needed
Start/Finish Dates Hire staffConsortium members hire coordinator.
Coordinator hires remaining staff. Funds for salary, benefits; pool
of candidates; job description s. Within three months of program
start-up.
Slide 61
Case Study: Methods Exercise TasksResponsibleResources Needed
Start/Finish Dates Develop detailed timeline Everyone.Within three
months of program start-up.
Slide 62
Case Study: Methods Exercise TasksRespon sible Resources Needed
Start/Finish Dates Identify elders with priority social service
referral needs, and begin referrals Social workers Assessments of
Meals on Wheels recipients; prioritization Within three months of
program start up
Slide 63
Case Study: Methods Exercise TasksResponsibleResources Needed
Start/Finish Dates Design outreach strategies to acquaint targeted
elders with the new program Program coordinator Funds for outreach
Within five months of program start up
Slide 64
Case Study: Methods Exercise TasksResponsibleResources Needed
Start/Finish Dates Begin implementati on with persons needing
immediate assistance Coordinator and social workers Equipment and
supplies to carry out activities. At six months
Slide 65
Case Study: Methods Exercise TasksResponsibleResources Needed
Start/Finish Dates Develop individual service plans Social workers
Background data on elders in the program At six months and
ongoing
Slide 66
Developing Your Methods Cont Publications in the area of the
proposal or related areas Evidence of relevant training such as
degree or certification Unpublished papers, conference presentation
in the topic Experience on other successful projects
Slide 67
Case Study: Recap and Review Need: Twenty percent of the
population of Your County are seniors 65 and older who face
challenges to staying in their homes. Goal 1: The homebound elderly
in Your County will live with dignity and independence in their own
homes. Objective 1a: Increase social service referrals and
follow-up for 75% of the individuals served by the Meals Consortium
by January 1 st. Method 1a1: Consortium members will hire a
qualified Program Coordinator by January 30 th.
Slide 68
Final Question/Answer Period (end of Session #1) Participant
Questions Covering Writing the Grant section Miscellaneous
Participant Questions on Session 1 Homework (due before Session #2)
Worksheet 3.1 for need in your community Email by
Slide 69
Gates/Buffet Getting Funded in a Gates/Buffet World Presented
by: Partnership for Rural Improvement (a community development
collaboration between WSU and select community colleges since
1976)
Slide 70
Overview of Session #2: Evaluating Needs Statements &
Letter of Intent Completing the Grant Review of Completed
Components Developing Sustainability Strategies Preparing the
Program Budget Writing the Organization Background Component
Writing the Proposal Summary Grant Implementation, Administration,
Monitoring Evaluation and Close-Out Question/Answer Period
Slide 71
Evaluating the Letter of Intent Class activity (only 2 or 3
examples)
Slide 72
Question/Answer Period What remaining questions do you have
regarding the Letter of Intent? What other questions do you have
thus far?
Slide 73
Some Day 1 Tips, Resources and Follow-Up: Grant Alerts Research
Grant Guides Research Grant Guides ($89, print form) Chronicle of
Philanthropy Chronicle of Philanthropy ($48 6-month subscription
with web access) Foundation Center Foundation Center On-Line
Directory (priced between $19.95 and $179.95 per month)
Slide 74
Some Day 1 Tips, Resources and Follow-Up: Grants.gov The
following grant opportunity postings were made on the Grants.gov
Find Opportunities service: DOD Department of Defense Office of
Naval Research Force Health Protection Research Initiatives
Modification 3
http://www.grants.gov/search/search.do?mode=VIEW&op pId=12488
http://www.grants.gov/search/search.do?mode=VIEW&op pId=12488
DOD Department of Defense Defense Advanced Research Projects Agency
DARPA - Defense Sciences Office DEFENSE SCIENCES RESEARCH AND
TECHNOLOGY Modification 5
http://www.grants.gov/search/search.do?mode=VIEW&op pId=12612
http://www.grants.gov/search/search.do?mode=VIEW&op
pId=12612
Slide 75
Review of Completed Components So far, you should have prepared
a draft of: A critical proposal idea A compelling need statement
SMART goals and objectives A clear and logical presentation of your
methods
Slide 76
Review of Completed Components Cont Need: Twenty percent of the
population of Your County are seniors 65 and older who face
challenges to staying in their homes. Goal 1: The homebound elderly
in Your County will live with dignity and independence in their own
homes. Objective 1a: Increase social service referrals and
follow-up for 75% of the individuals served by the Meals Consortium
by January 1 st. Method 1a1: Consortium members will hire a
qualified Program Coordinator by January 30 th.
Slide 77
The Logic Model Refining your Program Development Efforts
OUTCOMES Begin at the END: Your Desired OUTCOMES Clarifying and
refining your Goals, Objectives and Methods Have we built a Logical
progression from beginning to end?
Slide 78
Slide 79
Preparing the Evaluation Component This is the process by which
you measure or otherwise determine the effectiveness and efficiency
of your project (or more precisely your plans and methods) Some
benefits from evaluation include: you gain a stronger proposal; you
design stronger programs, and greater trust is built between your
organization and the public
Slide 80
The Evaluation Component Cont What do you hope to accomplish?
Find out whether what was originally proposed did what was
expected. Determine if the methods specified were used and the
objectives met. Determine if an impact was made on the need
identified. Obtain feedback from the target group and others.
Maintain some control over the project. Make adjustments during a
program to increase its success.
Slide 81
Preparing Your Eval. Component Worksheet 6.1A (page 43)
Slide 82
A Quick Review: Program Evaluation What questions will your
organizations evaluation activities seek to answer? Are the
objectives of the program being met? Is the program meeting seniors
needs in a cost-effective way?
Slide 83
A Quick Review: Program Evaluation What are the specific
evaluation plans and time frames? What kinds of data will be
collected? The number of people leaving a Meals on Wheels program
and where they went. The number of referrals made to each senior
and the type of referral. Increase in satisfaction of seniors
living at home.
Slide 84
A Quick Review: Program Evaluation What are the specific
evaluation plans and time frames? What kinds of data will be
collected? At what points? Daily for quantitative data Quarterly
for qualitative data
Slide 85
A Quick Review: Program Evaluation What are the specific
evaluation plans and time frames? What kinds of data will be
collected? At what points? Using what strategies or instruments?
Computer database tracking system interviews
Slide 86
A Quick Review: Program Evaluation What are the specific
evaluation plans and time frames? What kinds of data will be
collected? At what points? Using what strategies or instruments?
Using what comparison group or baseline? Last years population of
persons served
Slide 87
A Quick Review: Program Evaluation If you intend to study a
sample of participants, how will this sample be constructed? And
how are you going to handle the issue of studying humans? (Make
sure you obtain prior written permission).
Slide 88
A Quick Review: Program Evaluation What procedures will you use
to determine whether the program was implemented as planned? A
quarterly review of methods Who will conduct the evaluation?
Program director Who will receive the reports? Funders, board
members, executive director, other interested individuals or
agencies
Slide 89
A Quick Review: Program Evaluation How are you defining success
for this program or project? If we meet our objectives for the
first year, we will consider the new social services program to be
successful. Long-term success will be a decrease in the number of
frail elders leaving their homes for institutions Long-term success
will be a decrease in the number of frail elders leaving their
homes for institutions
Slide 90
Review of Completed Components Cont Need: Twenty percent of the
population of Your County are seniors 65 and older who face
challenges to staying in their homes. Goal 1: The homebound elderly
in Your County will live with dignity and independence in their own
homes. Objective 1a: Increase social service referrals and
follow-up for 75% of the individuals served by the Meals Consortium
by January 1, 2008. Method 1a1: Consortium members will hire a
qualified Program Coordinator by January 30, 2007. Evaluation Q1:
How many referrals were completed by the Program Coordinator by
January 1, 2008?
Slide 91
Developing Sustainability Strategies sustain How will you
sustain the program/project after the grant dollars are spent
(assuming the need has not been completely met)?? Sustainability is
typically focused on funding, but it might also include key staff
or related program components essential to your success
Slide 92
Sustainability Strategies Cont Funders want their investment to
have a lasting impact dont They want to help you get started, but
they dont want to fund it forever How will you continue this
project? Demonstrate continuation with program/budget
construction
Slide 93
Sustainability Strategies Cont Some key questions: Will it
generate fees in the future? Will it become part of the
institutions budget? Is it an enhancement of an on- going
endeavor?
Sustainability-Future Funding Risks and Opportunities Do we
intend to continue this project? Yes For how long? Until no longer
needed What resources are needed? Staffing, Equipment, Social
Services availability, Clients
Slide 96
Sustainability-Future Funding Sources of Future Financial
Resources What sources can we use Governmental Unrestricted gifts
from donors/direct mail/etc. Business contributions/sponsorships
Earned income (product/service income, sales, etc.) Continuation
grant (from some other foundation)
Slide 97
Sustainability-Future Funding Internal Requirements What
internal plans relate to future funding? Collaborate with existing
social services agencies to provide follow-up direct services to
the homebound elderly Use funds from unrestricted monies raised
through the ongoing Consortium development program. Obtain funds
and in-kind gifts from businesses that provide products used by
older individuals.
Slide 98
Sustainability To Self-Sufficiency Program or Earned Income A
hand-up, not a hand-out The final frontier??
Slide 99
Brief Break Period 10 minute stretch break
Slide 100
Financial Projections Revenue Forecast How many customers
Frequency of purchase Average sale Cash Flow Statement Income
Statement Balance Sheet
Slide 101
Preparing the Program Budget The best budgets translate the
methods section of the proposal into dollars ($$$) Revenue = cash
and in-kind (document both; identify all sources of income )
Expenses = direct and indirect (document both; secure firm cost
estimates; document donations) Leverage means maximizing a
relatively small investment by a funder into a larger community
project
Slide 102
Program Budget: Match/Cost Share Funders like to see that the
institution is putting funds into the project as well Match 50%
match for a $100,000 of funding is $50,000 Cost Share a 50% cost
share for a $100,000 from the funder is $100,000 Can be cash,
in-kind, and third party
Slide 103
Program Budget: Allowable Costs Costs must be; Reasonable
Allocable 100% to the project Consistently Treated Guidelines
usually say what they wont pay for Federal Grants regulations that
govern allowable costs No entertainment, no alcohol
Slide 104
Preparing the Program Budget Worksheet 8.1A (page 58)
Slide 105
Slide 106
Revenue & Expense Budget CASH REQUIREDIN-KIND
CONTRIBUTIONSTOTAL BUDGET EXPECTED REVENUE Grants Foundations
Government Corporations Individual contributions Special events
(net) In-kind donations Total revenue EXPECTED EXPENSES Salaries
Program Coordinator Social Worker I Social Worker II Administrative
Assistant Executive Director (part-time: $65,000 20%) Benefits (20%
of salaries) Contract personnel Program services Total personnel
$130,000 83,000 25,000 50,000 20,000 $308,000 45,000 40,000 30,000
13,000 33,600 30,000 $231,600 $22,000 5,000 9,000 $14,000 $130,000
83,000 25,000 50,000 20,000 22,000 $330,000 45,000 40,000 30,000
13,000 33,600 35,000 9,000 $245,000
Revenue & Expense Budget CASH REQUIREDIN-KIND
CONTRIBUTIONSTOTAL BUDGET Membership dues Total Nonpersonnel Total
Expenses 500 $76,500 $308,100 $8,000 $22,000 500 $84,500
$330,100
Slide 109
Schedule of Events Derived from the Cash Flow Projection
Activities will occur when there is enough cash to pay for
them
Slide 110
Program Management Management Team Resumes, experience
Organization Chart Management Functions Planning Organizing
Directing Controlling
Slide 111
Writing the Organizational Background Component Question: Does
your organization have the history, capacity, ability and
reputation to success with this project? At a minimum this
component must sell that your organizations financial secure, well
managed, provides quality services, and has the respect of the
community This is your primary opportunity to argue your
credibility with the funder
Case Study: Organizational Background The Meals Consortium
Location Main County, USA Legal Status Private, nonprofit corp.
501(c)3 Date of Founding 1989
Slide 114
Case Study: Organizational Background Cont Mission Ensure frail
seniors can maintain their independence and live with dignity in
their own homes Target population Persons 55 and over who are
homebound Programs Five consortium members provide home- delivered
meals
Slide 115
Case Study: Organizational Background Cont Summary of need
statement The strategic planning process identified that the area
of greatest need among the frail individuals served is to be linked
up with social services in the county to help them live in their
homes.
Slide 116
Case Study: Organizational Background Cont Accomplishments
Served more than 255,000 meals in 2000 to over 1,000 frail
individuals. Increased the number of persons served in 2000 by more
than 5 percent. First Meals on Wheels program consortium in the
state. Strategic planning process completed in 2000
Slide 117
Case Study: Organizational Background Cont Personnel Governing
board made up of Meals Consortium members and interested community
members Part-time staff skilled in leadership and fundraising
Volunteers provide help with office work and special events
Slide 118
Writing the Proposal Summary & Putting Package Together
almost Your project summary is almost, your most important
component and needs to be written well and last It is typically a
one-page abstract that literally summarizes/highlights the major
features of your proposal
Slide 119
Putting The Package Together Assemble each section in the order
it is in the guidelines If there is a cover form, you do not need a
cover letter unless they request a letter from the institution
official Avoid fancy covers or a slick appearance
Slide 120
Putting The Package Together Cont Staple or clip, follow their
directions Make sure you have the required number of copies Double
check pages before you put in an envelope for things out of
order.
Slide 121
Putting The Package Together Other Enclosures References Cited
- bibliography Facilities Description Adequacy of Resources
Appendices Resumes Letters of support, commitment Sample documents
such as surveys Dont waste trees only put in what they ask for
Slide 122
Proposal Summary Worksheet 10.A (page 71)
Slide 123
Case Study: Summary Questionnaire 1.Who is your organization,
and what is its mission? The Meals Consortium is a consortium of
Meals on Wheels programs serving frail older adults in Main County.
The mission of the Meals Consortium is to deliver a coordinated
system of home-delivered meals to meet the nutritional needs of
homebound seniors.
Slide 124
Case Study: Summary Questionnaire Cont 2.What is the proposed
project (title, purpose, target population)? Recognizing that the
target population of homebound older adults needs more than just a
hot meal and friendly visit each day, the Meals Consortium is
proposing to begin a social services referral program, with skilled
social workers assessing the non nutritional needs of the
individuals served and making appropriate referrals. The purpose of
this new program is to ensure that homebound older adults receive
the services they need to maintain their independence and remain in
their own homes..
Slide 125
Case Study: Summary Questionnaire Cont 3.Why is the proposed
project important? Costly institutionalization is about the only
alternative to living at home for most of the individuals served by
Meals Consortium members. Few individuals have a desire to move to
a convalescent home, and most will struggle to maintain their
independence and dignity in their own homes. With appropriate
social services referrals in addition to a good, nutritionally
sound diet, frail older adults are able to remain in their
homes.
Slide 126
Case Study: Summary Questionnaire Cont 4.What will be
accomplished by this project during the time period of the grant?
The social services referral program has three objectives: (1) to
increase social services referrals and follow-up for individuals
served by the Meals Consortium, (2) to increase social services
direct care for the most vulnerable older adults served by the
Meals Consortium, and (3) to reduce the number of individuals being
institutionalized.
Slide 127
Case Study: Summary Questionnaire Cont 5.Why should your
organization do the project (credibility statement)? Meals
Consortium members have served the target population for many
years, providing frail older adults with nutritional meals. By
forming a consortium six years ago, the Meals on Wheels programs
have increased their cost effectiveness and efficiency. The social
services referral program is another step in the Consortiums
efforts to help individuals maintain their independence.
Slide 128
Case Study: Summary Questionnaire Cont 6.How much will the
project cost during the grant time period? How much is being
requested from this funder? First-year program costs are expected
to be $330,000. This proposal is for $30,000. Remaining funds for
the new program will come from a grant from the County Area Agency
on Aging, from other foundation sources, and from the Meals
Consortium annual event.
Slide 129
Putting the Package Together Worksheet 11.A (page 77)
Slide 130
Slide 131
Question/Answer Period Evaluation Component Sustainability
Component Program Budget Organizational Background Component
Proposal Summary & Packaging What questions do you have thus
far?
Slide 132
Grant Implementation, Administration, Monitoring work Got
funded!!, now the work begins Hiring/assigning staff Financial
controls Program/project oversight
Slide 133
Grant Administration Cont: Project Dissemination Important to
funders that their funds have a broad impact How will you make the
results available to others? Which results will you report?
Slide 134
Grant Administration Cont: Project Dissemination To what
audience? How will the results or products be disseminated? Web,
video tapes, conferences, professional journals, books, chapters,
or monographs?
Slide 135
Sustaining Relationships with Funders Make sure your proposal
has arrived Prepare for a site visit Keep all funders informed
Responding to a funders decision
Slide 136
Evaluation and Close-Out Outcomes Seeking Outcomes, not only
Outputs Importance of recordkeeping Independent review
Slide 137
Evaluation and Close-Out Cont Outcomes Seeking Outcomes, not
only Outputs Importance of recordkeeping Independent review
Slide 138
Final Question/Answer Period Participant Questions Covering
Completing the Grant section Miscellaneous Participant Questions on
Session 2
Slide 139
Final Question/Answer Period Follow-Up (PRI Associates are
available for community consultations/coaching/training) THE END.
THANKS and BEST OF LUCK!