2. FY2011 BIDDER’S CONFERENCE October 20, 2010

3. Purpose
To provide a general overview of United Way of Central Maryland and the 2011 Strategic Plan
To provide information on 2011 Community Impact Grant Application and the competitive grant process
To share information on accessing the RAVEN On-Line System to submit proposals digitally
To share information on next steps if an application is accepted for funding
To answer questions to clarify the grant process from potential applicants

4. UWCM 2011 Strategic Planning
Change in organizational leadership
Central Maryland non-profit community experienced
Increase in demand for services
Reduced funding from traditional funding sources
The need to raise more money for non-profits
Feedback gathered from community stakeholders
The need to cut costs to provide more money for the community

5. UWCM’s challenge is to be: Long-Term and Short-Term
Large and Small
Proactive and Reactive
Flexible and Dynamic
Regional and Local
Long-Term and Short-Term
Jim Dickinson

6. Investment Strategy and Funding Process
Keep it local with key decisions made in the jurisdictions
Engage local experts who know the needs and existing assets in the jurisdiction best
Create a data-driven, equitable way to distribute allocable $$ based on population and poverty

7. Structural Changes to Support New Direction
UWCM Partnership Boards
Restructured to play much greater role in identifying local needs & priorities, selecting programs to fund; and tracking results. Will also respond quarterly to small, local funding requests (discretionary). Partnership Board to be established for Baltimore City.
UWCM Regional Council
Group of volunteer experts/leaders and Partnership Board members representing all jurisdictions who identify needs and relevant indicators, and guide plan of action on region-wide issues and opportunities.
UWCM Standards & Outcomes Committee
Will morph to include expertise in reporting and messaging.

8. Regional Funding Recommendations
50% on Share of General Population in Region
50% on Share of Number of People in Poverty in Region
Basis of Allocations $
Million
Population and dollars in thousands
General Population
Poverty
Total $ Allocable
people $
% of total
Rounded $
Baltimore Co.
788 $
29.9% 61 $
25.6% $
27.8% $
Baltimore City
637 $
24.2%
117 $
49.2%
$ ,026
36.7%
$ ,025
Anne Arundel Co.
520 $
19.7% 25 $
10.5% $
15.1% $
Howard Co.
280 $
10.6% 12 $
5.0% $
7.8% $
Harford Co.
242 $
9.2% 14 $
5.9% $
7.5% $
Carroll Co.
170 $
6.4% 9 $
3.8% $
5.1% $
Totals
2,637
$ ,400
100%
238
$ ,800
Jim Dickinson
Base distributions on a combination of general population in the jurisdiction and share of the number of people in poverty

9. Eligibility
Health and human services 501 (c) 3 nonprofit agency and other organizations that align with IRS tax law are eligible.
An agency that may not be 501 (c) 3 but have other nonprofit IRS designations: Churches, public and charter schools (pre-K through 12), and not for profit hospitals may apply.
University and college programs or schools are also eligible to apply.

10. Application Overview
All applications will be submitted electronically through the RAVEN On-Line System
A separate application is required for each jurisdiction
Multiple applications can be submitted in and across jurisdictions for unique populations
Executive Director/CEO authorization with electronic signature

11. Application Overview
Funding can be used for operational, administrative, staffing and supply expenses.
Funding Requests
If an agency submits one application in a jurisdiction, the request would be capped at $75,000
If an agency submits more than one application in a jurisdiction each application submitted in that jurisdiction would be capped at $50,000
If interested in submitting multiple applications or applications in multiple jurisdictions, a separate application is required for each request

12. Target Population & Result
Target Population: Individuals and families with income below 300% of the Federal Poverty Level
Result: Individuals and families are able to meet their basic human needs and move towards self-sufficiency

13. Suggested Programmatic Activities
Income Supports
Supportive Services
Security deposit
Employment services
Rental assistance
Case management
Energy assistance
Transportation
Prescription assistance
Out of school time
Access to quality child care
Parent support
Housing
Legal services
Shelter
Food Security
Transitional Supportive
Food programs with health objective
Permanent Supportive
Food programs with outreach objective
Permanent
Food programs that increase access to healthy food options
Access to Healthcare

14. Agency General Information
From the RAVEN On-Line System
Previously funded agencies need to update the information in this form
You will need your current RAVEN password to access this form
New agencies need to create this form
This is where you will create your personal password needed to access your organization’s forms
In this area you will attach 5 required documents

15. Agency General Information Required Attachments
Most recent IRS Form 990 (preferably 2009)
Organization’s current IRS determination letter indicating tax-exempt status
Current roster of organization's Board of Directors
Current Organizational Chart
211 Maryland Program Information Form

16. Application Narrative
45 points
Organizational Background
Program Description
Need for Funding

17. Evaluation Program Evaluation Plan 30 points
Unduplicated numbers for clients to be served
Describe major activities/services
Describe how you will know if anyone is better off as a result of your program
Describe tools and methods of measurement

18. Budget 25 points Required to attach budget form
Required to attach salary schedule (if applicable)
Budget Narrative should provide detailed line item expenses
Please check math!

19. Due Diligence Attachments for submission
Agency General Information Attachments
Most recent IRS Form 990 (preferably 2009)
Organization’s current IRS determination letter indicating tax-exempt status
Current roster of organization's Board of Directors
Current Organizational Chart
211 Maryland Program Information Form
Budget Attachements
Line Item budget
Salary Schedule

20. Due Diligence Needed if Awarded Funding
The following documents must be submitted in order to receive funding
Signed grant agreement
Most recent unqualified audited financial statements
Signed Patriot Act Form
Signed Legal Disclosure Form
Performance Measurement Plan

21. The RAVEN System Online Application Instructions

22. Accessing the System There are several ways to access the system
At the bottom of the application website:
By clicking on the LOGIN link at the bottom of our
UWCM website:
By typing the direct link to the login at:

23. Computer Requirements
Microsoft Internet Explorer 6.0 or higher
128-bit encryption
Free download:
For better viewing, set the screen resolution to no less then 800 by 600 or at 1024 by 768

24. Logging In Always login with the generic username applicant and
Password Grant2011

25. The RAVEN System Home Page “My ODM”
Navigation Menu
Returns you to
“My ODM” Home Page, Library or Logout.
My Links
Returns you to UWCM’s website.
My Files
Contains the Files to complete and attach to the online forms.
Click the here link to access the agency search screen or create an agency form

26. Returning Applicants Search for your agency
Use previously assigned password
Verify/Update information on Agency General Information Form and attach 5 Due Diligence Forms

28. New Applicants
Verify Agency with Duplicate Check-using your agency name and city
Create your own Username and Password (you will need this personal password)
Create and complete Agency General Information Form
Attach 5 Due Diligence Documents
Most recent IRS Form, Organizational Chart, current Board of Director’s Roster, 211 Form and organization’s current IRS determination letter indicating tax-exempt status

29. COMMUNITY ISSUES MANAGEMENT (CIM)

30. Grant Application Application Instructions
Timeline and Brief Instructions
Print and Submit Application
Application Forms
Agency General Information
Community Impact Grant Application 2011

31. Grant Application Form
Select the form:
Community Impact Grant Application 2011
Select Create New
Enter data and Save form
Select Edit to update existing forms

32. Grant Application Form
Save – Create Copy will assist applicants that are applying for the same program in multiple locations. If the program name is the same, we recommend that you add the location to the program name.
Enter the required fields to SAVE the Form. Always Save the Form to return to the Grant Application and before printing.

33. Grant Application Form
Attach
Program Line-Item Budget Form
Salary Schedule (if applicable)
Upload file size limit is 8MB

35. System Timing Out
The RAVEN System will time out after 45 minutes of idle time
Do not leave the form open while away from your computer
SAVE…SAVE…SAVE

36. SUBMIT BY NOVEMBER 12TH @ 4:00 PM
Submission
Carefully read the entire application to verify the accuracy of the information that you have entered
Once submitted electronically, no additional changes can be made
SUBMIT BY NOVEMBER 4:00 PM

37. 2011 Community Impact Grant Application Timeline
Applications due by electronic submission by 4:00pm on Friday, November 12, 2010
December, 2010: Local Partnership boards meet to make funding recommendations
December 16, 2010: UWCM Board of Director Meeting to make final funding decisions; grantees notified by and letter
January 2011: Funding begins
January 10, 2011: Partner Orientation, 9:00 a.m.-11:00 a.m.

38. Questions & Technical Assistance
questions to
FAQs document on website and RAVEN
211 Form, Budget, Salary Schedule located in RAVEN “My Files”
RAVEN System On-Line Application Instructions Document
User name: applicant
Password: Grant2011

39. If selected…. Grant agreements Additional Due Diligence
Performance Measures/Evaluation
SAVE THE DATE: 2011 Partner Orientation, January 10, 2011, 9:00 a.m.-11:00 a.m.

40. If selected to receive funding
we ask that partners . . .
Promote & recognize UWCM
How & where do you recognize other funders at similar levels?
2. Place UWCM’s logo on your website & show UWCM window decal or signage at your HQ office entrance
3. When speaking on behalf of UWCM (corporate events/worksites), please represent all of our partners Do not solicit designations directly
(Note: This does not CFC, MCC or CCC worksites/events you represent yourself, not UWCM)
4. Conduct an annual employee campaign among your staff & encourage your board to do so also at their workplaces

41. Be encouraged to diversify your fundraising !!!!
At any time Feel free to approach businesses for corporate gifts, grants, sponsorships, event ticket sales, etc.
At any time Feel free to solicit and appeal to individuals outside the workplace $$
At any time, except during September & October (UWCM’s peak campaign season) Approach individuals en masse in a workplace setting to purchase tickets to events, raffles, etc.
. . . but allow UWCM to serve as your “workplace fundraiser”
At no time Conduct mass fundraising solicitations of individuals in a workplace setting (except among your own employees)

42. Q&A

43. THANK YOU!