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Senior Service America, Inc. (SSAI) Bidders’ Webinar Request for Proposal (RFP) Elkhart, Kosciusko, LaGrange, Marshall, Noble and St. Joseph Counties, IN Monday, March 3, :00 p.m. EST

Webinar details  Today’s Presenter: Chris Garland, National SCSEP Director  Webinar Length 1 hour and 30 minutes from 2:00 - 3:30 p.m. Eastern Standard Time We may finish early if not all time is needed We may finish early if not all time is needed  Who is on call today?

Resource for this Webinar  Have a copy of the SSAI RFP for Elkhart, Kosciusko, LaGrange, Marshall, Noble and St. Joseph Counties when participating in this webinar

RFP Overview I. Introduction II. Request for Proposal III. Roles and Responsibilities IV. Funding V. Target Population VI. SSAI SCSEP Performance Measures VII. Eligibility and Minimum Qualifications for Responding Organizations VIII. Content of the Response Package IX. Submission of Proposal in Response to RFP X. Evaluation Criteria and Selection Process XI. Notice of Award XII. Bidders’ Webinar XIII. List of Attachments XIV. Additional Documents to Review

Closing Date for Submission Friday, March 14, 2014, 4:00 p.m. EDT

Total Estimated Funding of Subgrant:  $111,918 from May 1, 2014 – June 30, 2014 (remainder of PY2013)  $671,508 from July 1, 2014 – June 30, 2014 (PY2014) There will be the opportunity for renewal for the next year following the period specified in this announcement.

 Senior Service America Inc. 45 year old 501(c)(3) national nonprofit 45 year old 501(c)(3) national nonprofit 3 rd largest Senior Community Service Employment Program (SCSEP) National Grantee 3 rd largest Senior Community Service Employment Program (SCSEP) National Grantee Headquartered in Silver Spring, MD Headquartered in Silver Spring, MD Work with a national network of 80 subgrantee organizations to operate SCSEP in 16 states Work with a national network of 80 subgrantee organizations to operate SCSEP in 16 states I. Introduction

I. Introduction (cont’d) INDIANA Senior Service America, Inc. is one of four SCSEP national grantees in Indiana Senior Service America, Inc. is one of four SCSEP national grantees in Indiana SSAI has served various parts of Indiana since 1972 SSAI has served various parts of Indiana since 1972 Currently, SSAI partners with two (2) organizations; outcome of RFP will be to partner with three (3) organizations Currently, SSAI partners with two (2) organizations; outcome of RFP will be to partner with three (3) organizations Catholic Charities Fort Wayne/South Bend (CCFWSB) is SSAI’s current subgrantee that serves the counties in this RFP Catholic Charities Fort Wayne/South Bend (CCFWSB) is SSAI’s current subgrantee that serves the counties in this RFP CCFWSB is ending sponsorship of these counties on April 30, 2014 but will continue as a SSAI subgrantee serving other counties CCFWSB is ending sponsorship of these counties on April 30, 2014 but will continue as a SSAI subgrantee serving other counties

II. Request for Proposal (RFP)  SSAI is seeking a qualified organization to administer SCSEP SCSEP is Title V of the Older Americans Act SCSEP is Title V of the Older Americans Act Only federally-sponsored employment and training program for low-income seniors Only federally-sponsored employment and training program for low-income seniors Multiple missions include promoting useful opportunities in community service job training and moving SCSEP participants to unsubsidized employment, where appropriate Multiple missions include promoting useful opportunities in community service job training and moving SCSEP participants to unsubsidized employment, where appropriate

II. RFP (cont’d)  SCSEP participants… Are eligible individuals 55 or older, unemployed, have participated on SCSEP for less than four years, and earn less than 125% of Federal Poverty Guidelines who want or need to re-enter the workforce Are eligible individuals 55 or older, unemployed, have participated on SCSEP for less than four years, and earn less than 125% of Federal Poverty Guidelines who want or need to re-enter the workforce Paid federal, state or local minimum wage (whichever is higher) Paid federal, state or local minimum wage (whichever is higher) For work experience at “host agencies” – 501 (c)(3) nonprofit or government training sites For work experience at “host agencies” – 501 (c)(3) nonprofit or government training sites Typically 20 hours per week Typically 20 hours per week

III. Roles and Responsibilities  Subgrantee Employ a full-time project director and other personnel necessary for programmatic and financial administration and supervision of SCSEP Employ a full-time project director and other personnel necessary for programmatic and financial administration and supervision of SCSEP Recruit and enroll eligible applicants Recruit and enroll eligible applicants Select appropriate host agencies Select appropriate host agencies Promote necessary linkages and partnerships Promote necessary linkages and partnerships Comply with SCSEP regulations and policies Comply with SCSEP regulations and policies Utilize case management method Utilize case management method Meet performance goals outlined in Sponsor Agreement Meet performance goals outlined in Sponsor Agreement

III. Roles & Responsibilities (cont’d)  SSAI Provides training, guidance, coaching on all aspects of program and financial administration, performance, data collection and SCSEP regulations and policy Provides training, guidance, coaching on all aspects of program and financial administration, performance, data collection and SCSEP regulations and policy Provides technical assistance on SSAI’s person- centered approach to IEPs, community service assignments and unsubsidized placement Provides technical assistance on SSAI’s person- centered approach to IEPs, community service assignments and unsubsidized placement Conducts regular compliance and fiscal monitoring Conducts regular compliance and fiscal monitoring

IV. Funding  Each subgrant budget has four line items: 1. Participant Wages and Fringe Benefits 2. Administrative Costs (Adm) 3. Other Program Costs (OPC) 4. Nonfederal Share of Costs/Nonfederal Match

Subgrant Budget The subgrant award is in two parts which total fourteen months. The first subgrant is from May 1, 2014 – June 30, 2014 and the second subgrant starts on July 1, 2014 and ends on June 30, Months 12 Months May 1 – June 30, 2014 July 1, 2014-June 30, slots PWFB $ 98,855 $ 593,128 OPC $ 4,038 $ 24,228 ADM $ 9,025 $ 54,152 Total Federal $111,918 $ 671,508 Non-Federal $ 14,572 $ 87,430 Total $126,490 $ 758,938

V. Target Population  Eligible participant  Priority of Service for Individuals with Multiple Barriers to Employment  Individual Employment Plans (IEP)  Unsubsidized Employment  Community Service Work-Based Training

V. Target Population (cont’d)  Host Agencies  Maintenance of Effort  Other Permissible Training  Coordination with American Job Centers, State and Local WIBS, AAA and other SCSEP providers

VI. SSAI SCSEP Performance Measures Measures while participant is on SCSEP 1. Service level or number of eligible individuals served 2. Community Service Hours 3. Most-in-Need (MIN)

VI. Performance Measures (cont’d) Measures after participant exits – WIA Common Measures 1. Entered Employment 2. Retention 3. Average Earnings * SSAI unsubsidized placement goal *Spend 100% of subgrant funds by June 30th of each year

VI. Performance Measures (cont’d) Additional Indicators – set by Secretary of Labor 1. Retention in Unsubsidized Employment For One Year 2. Satisfaction Level of Participants, Employers and Host Agencies 3. Volunteer Work Indicator

VII. Eligibility and Qualifications of Bidders  Any 501(c)(3) non-profit agency  Any government agency That…  Meet the goals, standards and policies of SSAI for providing SCSEP, as described in this RFP

VIII. Content of Response Package  Attachment A – Application Face Sheet  Attachment B – Complete Narrative Responses  Attachment C – Minimum of 2 letters of support from partner organizations  Pg. 18 of RFP - #7 – attachments requested

IX. Submission Instructions  All requested documents transmitted electronically MS Word or Adobe PDF or combination MS Word or Adobe PDF or combination Do not send Zip files Do not send Zip files  address:  No later than 4:00 p.m. EDT on Friday, March 14 th  SSAI will you acknowledging receipt of application

X. Evaluation Criteria Proposals will be evaluated based on the following criteria: a. Organizational Capacity – 25 points b. Program Design and Approach – 40 points c. Administrative and Fiscal Qualifications – 35 points  Applicants must score a minimum of 70 points to be considered for funding.  Review committee will be comprised of SSAI staff.  SSAI reserves the right to seek additional information from Applicants, potentially including site visits or agency interviews.

XI. Notice of Award  SSAI will announce the contract award no later than Friday, March 28, 2014  SSAI will notify all applicants of decision by  SSAI will facilitate transition activities of SCSEP in April 2014

XII. Bidders’ Webinar, Questions & Technical Assistance  Today  Today  Anyone else join?  Q&A Review questions received to date Review questions received to date Take any new questions from attendees on today’s webinar Take any new questions from attendees on today’s webinar  Not sure if webinar recording can be posted; in process of changing vendors

XIII. Attachments  Attachment A – Application Face Sheet and Checklist Display Display  Attachment B – Narrative Response Display Display

XIV. Additional Documents to Review  2010 SCSEP Final Regulations  2006 Older Americans Act Amendments  2014 Federal Poverty Guidelines TEGL No  Revised Income Inclusions and Exclusions TEGL 12-06

Key Dates/Timeline  RFP Issued – February 20 th  Bidders’ Webinar – March 3 rd  Last Day to Submit RFP Questions – March 11 th  Proposal Submission Deadline – March 14 th  Grant Announcement – By March 28 th  Transition Activities – April 2014  Initiation of Services – May 1, 2014

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Thank you for attending today’s bidders’ webinar.