1. Overview of Updated Proposal and Reporting Guidelines

2. Marisla Foundation Staff
Beto Bedolfe
Executive Director
Peggy Lauer
Administrator and Human Services
Program Director
Cherish Craig
Foundation/Administration
Associate

3. OCCF Foundation Staff Carol Ferguson
Senior Donor Relations & Programs Officer
Austin Muckenthaler Donor & Community Engagement Associate
Tiffany McCain Donor Relations & Programs Associate

4. Why Update the Guidelines?
Allows Marisla and our granting partners to understand our impact at a finer scale
Gives applicants and grantees an opportunity to discuss potential and actual challenges faced and how they are addressed
Provides an opportunity for grantees to talk about success in a more personal and anecdotal way
Addresses the differences between a project-focused proposal and a general support proposal
Creates consistency across budgets and financial reporting
JUST NARRATIVE, STILL OTHER ADMINISTRATIVE FIELDS LIKE NAME OF ORG, TAX ID #, ADDRESS, ETC.

5. Terminology Proposal = Application Final Report = Grant Report
Program Areas = Human Services & Environment

6. Updated Guideline Roll Out Timing
Updated PROPOSAL guidelines will go live for Q applications, which report to OCCF by September 30, 2018.
If you are/were funded BEFORE Q4 2017, the current REPORTING guidelines are still in place, but the final report will be entered through SurveyMonkey.
Center vertically.

7. Updated Proposal Guidelines
Brief summary of project/program, including goals and objectives. If applying for general support, provide a summary of organizational goals and objectives. (100 word limit)
Goals are defined as long-term desired impacts or results of an effort.
Objectives are defined as mid-term measurable targets to be achieved in reaching your goal.
State the problem and need that this project/program will address (100 word limit)

8. Updated Proposal Guidelines
Project Outcomes (500 word limit)
Defined as impacts or changes that will be achieved in 1-5 years as a result of your efforts, and with partner organization(s) if relevant. These may include a policy, human behavior, or activity.
Project Outputs (150 word limit)
Defined as the direct results of short-term (1-2 year) activities undertaken with the grant, such as:
Services (e.g. housing/rehabilitation)
Events (e.g. workshops/trainings, meetings with key decision-makers)
Publications (e.g. reports, websites, etc.)

9. Updated Proposal Guidelines
Indicators of progress toward stated outcomes (100 word limit)
Defined as quantitative or qualitative measures toward achieving an outcome (e.g., number of reunited families, number of DV clients reporting progress toward self-sufficiency, numbers of newly employed, etc.)
List core project/program partners and describe roles (List a maximum of 5 partners)
Description of potential challenges (internal and/or external) that your organization may encounter when implementing this project/program and potential strategies for overcoming them (100 word limit).

10. Updated Proposal Guidelines--Examples
GOALS are long-term desired impacts or results of an effort.
Example: The number of chronically hungry homeless women seniors is reduced by 50% of 2016 levels in Orange County.
OBJECTIVES are mid-term measurable targets to be achieved in reaching your goal.
Example: Mobile Feeding Program established in Costa Mesa focused on homeless O.C. women seniors.

11. Updated Proposal Guidelines--Examples
OUTCOMES are impacts or changes that will be achieved in 1-5 years
Example: Due to education efforts, a new state policy allocates $50 million for 10 Mobile Feeding Programs in Orange County in 5 years focused on chronically homeless women seniors.
OUTPUTS are the direct results of short-term (1-2 year) activities
Example: 3 community organizations working with homeless in Costa Mesa include services for one Mobile Feeding Program for chronically hungry women seniors.
INDICATORS OF PROGRESS are quantitative or qualitative measures toward achieving an outcome
Example: 1,000 meals provided monthly to chronically homeless women seniors in two Mobile Food Program locations.

12. Updated Proposal Guidelines
Qualifications of key personnel
Annual organizational budget detail (use template provided).
Project/program budget detail (use template provided).

14. Updated Proposal Guidelines
Major organizational funding sources (Current to two years)
Other funding sources for this project/program
List funders and amounts and distinguish between received, committed, and pending approval. If requesting general support, state "See Major Organizational Funding Sources.”
Board of directors and affiliations
#12 will be in two places, the budget and listed here. We would like in both formats.

15. Any Questions on the Proposal Guidelines?

16. Updated Reporting Guidelines
Summary of accomplishments (100 Word Limit)
Include measurable indicators, if feasible
Description of progress towards outcomes described in your proposal (500 word limit)
Defined as impacts or changes that will be achieved in 1-5 years as a result of your (and partner) efforts. These may include a policy, human behavior, or activity.
Description of outputs achieved (200 word limit)
Defined as the direct results of short-term (1-2 year) activities undertaken with the Marisla Foundation grant.
Bulleted lists are acceptable; please include quantitative criteria where appropriate.

17. Updated Reporting Guidelines
Progress toward indicators stated in proposal (100 word limit)
Defined as quantitative or qualitative measures toward achieving an outcome (e.g., number of reunited families, number of DV clients reporting progress toward self-sufficiency, numbers of newly employed, etc.)
Share stories that are relevant to your success.
Description of any challenges (internal and external) faced while undertaking grant-funded activities and how your organization is addressing or has addressed them (100 word limit)

19. OCCF Reporting OCCF provides reporting support for Marisla
OCCF does not review proposals or make funding decisions
Starting August 15, 2017, Final Reports must now be submitted via SurveyMonkey
Word templates will be provided that you can fill out and then copy and paste your answers into SurveyMonkey - make sure to save them for your records
Improves OCCF’s ability to track and aggregate data
For questions contact Austin at

20. Survey Link Survey can be accessed at: Direct survey link:
OCCF reporting page:

21. Select the right form In SurveyMonkey, select your program area
Environment and Human Services grantees use different guidelines

22. Marisla Reporting Dates
For March Board Meeting (Q1 – March Grants) One Time Final Reports are due: December 31st For June Board Meeting (Q2 – June Grants) One Time Final Reports are due: March 31st For September Board Meeting (Q3 – Sept Grants) One Time Final Reports are due: June 30th For December Board Meeting (Q4 – Dec/Jan Grants) One Time Final Reports are due: September 30th

23. Any Questions on the Reporting Guidelines?

24. THANK YOU!
A copy of this webinar will be sent out via and linked to our website at:
questions for Application/Proposal to
questions for Final Report & SurveyMonkey template to