1February 17 & 18, 2009February 17 & 18, 2009

Pre-Proposal ConferencePre-Proposal Conference

Mental Health RFPMental Health RFP

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Overview

● HCF Mission, Grantmaking and Other Information

● The Mental Health RFP

● The Application Components and Key Dates

● The Online Application Process

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MISSIOMISSIONN

Provide leadership, advocacy and Provide leadership, advocacy and resources that eliminate barriers to resources that eliminate barriers to quality health for uninsured and quality health for uninsured and underserved in our service area. underserved in our service area.

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Service AreaService Area

● Kansas City, MO

● Cass, Jackson and Lafayette counties in Missouri

● Allen, Johnson and Wyandotte counties in Kansas

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Foundation Defined GrantsFoundation Defined Grants Based on Foundation’s determination of need:

– Healthy Lifestyles

– Mental Health

– Safety Net Health Care Request for Proposals 1 to 3 year Grants accepted 1 proposal per RFP (2 for universities and

hospitals) allowed as lead organization Reviewed by staff & outside reviewers –

recommended to program committee – final approval by Board

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Mental Health RFPMental Health RFPTo provide support for programs, projects and services that improve access to effective mental health care and improve overall mental health status of individuals and communities who are indigent and underserved.

Areas of Emphasis Areas of Emphasis (across the lifespan)

DepressionCo-Occurring Disorders

Domestic Violence and Child Abuse

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Mental Health RFP ProcessMental Health RFP Process1. Letter of Intent (MANDATORY) March 25, 2009March 25, 2009

2. Full Narrative Proposal April 29, 2009April 29, 2009

3. HCF Board Review/Approval July 23, 2009July 23, 2009

All proposals should be submitted electronically

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ExceptionsExceptionsOrganizations that lack the IT capacity necessary for electronic submission may submit hard copy requests. Guidelines are found in the Mental Health RFP.

Assistance is available to those organizations that would like to submit electronically but lack the IT capacity. This can be arranged through HCF.

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STEP 1:STEP 1:

LETTER OF INTENT

Due: March 25, 2009

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Letter of Intent (LOI)Letter of Intent (LOI)Includes the following information:1. Electronic Application Form:

Organization Profile Contact Information Project Summary

2. Attachments (Upload):a. Letter of Intent Template: Need or Case Statement that discusses the problem or need to be

addressed by your project or program. Grant Purpose Statement that explains the project/program that

the proposed grant will fund, followed by a brief description of project/program activities.

Amount of Funding to be requested and the proposed grant period.

b. IRS Determination Letter If submitting a hard copy, submit the original and four copies of the LOI and cover page.

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http://www.healthcare4kc.org

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AcknowledgementsAcknowledgementsAfter Submitting the LOI Applicants will receive:

An automated e-mail indicating the application was received & you should proceed with full proposal.

Electronic link to access your application. Application can be accessed easily using this link – Save it.

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Letter of Intent Letter of Intent Due: March 25, 2009Due: March 25, 2009

By By 5:00 p.m.5:00 p.m.

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STEP 2:STEP 2:

FULL PROPOSAL

Due: April 29, 2009by 5:00pm

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2. Full Proposal=Online Application + Proposal Narrative & Attachments

The proposal narrative Includes the followinginformation:

A. Abstract - Not to exceed 250 words (e.g.’s can be found on website)

B. Problem or Need Statement (20 pts)

C. Project Overview (70 pts)

D. Diversity Statement (10 pts)

E. Proposal attachments: Budget Worksheet & Narrative, Letters of Commitment, Fiscal Agent or Sponsor.

If Submitting by hard copy, will need to complete a cover page and submit four copies of it plus the Proposal Narrative, but only one copy of most recent IRS Letter of Determination, IRS 990 & Audit

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Project OverviewProject OverviewIncludes the following information:

1. Brief history of organization including current programs & services. Fit with proposed project.

2. Target population/communities

3. Proposed project activities 4. Outcomes evaluation (Logic Model & Outcomes Measurement

Framework-optional)

5. Staffing & capacity

6. Collaboration

7. Sustainability

8. Rationale for multi-year funding

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Goals of EvaluationGoals of Evaluation

● Purpose is to assess or improve a particular program. In other words, how will you know if your program is successful?

● How will you use the data you collect? If it is only to report to HCF, it probably isn’t the right data.

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Grantees should consider the Grantees should consider the following:following:

● Be realistic about what you hope to accomplish

● Outcomes should make sense for a particular project

● Focus on lessons learned--what worked and what didn’t

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PROGRAM LOGIC MODELS and

OUTCOME MEASUREMENT FRAMEWORKS

(encouraged, but not required)

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A. Budget Worksheet(s) & A. Budget Worksheet(s) & NarrativeNarrative

Budget Worksheet - Excel Templates found on our website:

– 1 Year Grants– Multi-Year Grants

Budget Narrative - Word Document created by applicant

– Detailed explanation of each line item for 1-year and multi-year grants.

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One-Year Budget Requests Funding In-Kind Total From HCF Other

Net Revenue HCF Grant 50,000 0 0 50,000 “X” Foundation 0 7,000 0 7,000 Health Department 0 10,000 2,000 12,000 Total Revenue 50,000 17,000 2,000 69,000

Expense Salary 40,000 15,000 0 55,000 Benefits & Taxes 1,000 0 0 1,000 Total Compensat. 41,000 15,000 0 56,000

Equipment 2,000 1,000 2,000 5,000 Supplies 0 0 0 0 Other Direct Expense 3,000 1,000 0 4,000 Sub-total 46,000 17,000 2,000 65,000 Indirect Expense (10%) 4,000 0 0 4,000

Total Expense 50,000 17,000 2,000 69,000

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Multi-Year Grant Requests Requests Requests Funding In-Kind Total

Budget Overview From HCF From HCF From HCF Other

( First Year) (Second Year) (Third Year) ( Multi-Year) (Multi-Year)

Net revenue

HCF Grant 50,000 50,000 50,000 0 0 150,000

“X” Foundation 0 0 0 20,000 0 20,000

Health Department 0 0 0 30,000 5,000 35,000

Total Revenue 50,000 50,000 50,000 50,000 5,000 205,000

Expense

Salary 40,000 40,000 40,000 45,000 0 165,000

Benefits & Taxes 1,000 1,000 1,000 0 0 3,000

Total Compensat. 41,000 41,000 41,000 45,000 0 168,000

Equipment 2,000 2,000 2,000 2,000 5,000 13,000

Supplies 0 0 0 0 0 0

Other Direct Expense 3,000 3,000 3,000 3,000 0 12,000

Sub-total 46,000 46,000 46,000 50,000 5,000 193,000

Indirect Expense (10%) 4,000 4,000 4,000 0 0 12,000

Total Expense 50,000 50,000 50,000 50,000 5,000 205,000

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Budget Narrative (example)Budget Narrative (example)Net Revenue: We are asking for funds from the Foundation in the amount of $150,000 over

three years. Funding from other sources include $20,000 from “X” Foundation and $30,000 from the Health Department. In-kind monies/equipment included contributions valued at $5,000 from the Health Department.

Expenses: Salaries for three positions (Program Director, Coordinator and a full-time RN)

will be $165,000. Responsibilities will include the coordination of all program activities and collaboration with school personnel and the health department. Benefits and taxes are based on 35%.

Equipment: Equipment necessary for the Fit for Life component is itemized on a separate

sheet and include: 1 Bike, 2 body mass monitors, computer.

Supplies: Office supplies, 4 balls, 6 jump ropes, 4 pedometers.

Indirect Expenses: Foundation will pay no more that 10% of the direct expense sub-total.

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Proposal AttachmentsProposal Attachments

Supporting DocumentsSupporting Documents

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B. Supporting DocumentsB. Supporting DocumentsNon-Profit Applicant Organizations

– Certificate of incorporation

– IRS non-profit determination letter

– Most recent IRS 990 Report (copy of nonprofit tax return)

– Most recent audit

– Roster of Board of Directors w/ demographic composition related to race, ethnicity & gender

– Current Board-approved operating budget

Organization that will carry out fiscal management:- Certificate of Incorporation

- IRS non-profit determination letter

- Most recent IRS 990 Report

- Most recent financial audit

For governmental entities that are the applicant or fiscal sponsor. – Enabling statute/legislation or official description of the entity’s responsibility or purpose

– Most recent financial audit

– List of elected and/or appointed officials who oversee the entity’s performance (not required of fiscal sponsor)

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Proposal AttachmentsProposal Attachments

Letters of CommitmentLetters of Commitment

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Letters of CommitmentLetters of Commitment• Each organization that will receive a portion of the grant

funds must provide a Letter of Commitment on the organization’s official letterhead.

• The letter must state the organization’s commitment to the project, indicate the specific role it will fulfill, and state its share of the grant proceeds.

• In-kind resources also require a Letter of Commitment (e.g. the value—salary and benefit expense—of staff time contributed to the project, the value of office space, equipment or training that is donated, or the value of volunteer time or other forms of direct or indirect support such as the cost of utilities and supplies.

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HCF Grant Support Services

Small organizations may apply for assistance as follows:

• No-Fee Grant Writing Technical Assistance (up to 8 hours) from members of the TA Cadre.

• No Fee Fiscal Agent Services for Organizations without annual financial audits.

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APPLICATION CHECKLISTAPPLICATION CHECKLIST

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Grant Approval ProcessGrant Approval ProcessStaff review of applications -Upon Receipt of Full Proposal with All Required Supporting Documents. -Conduct Due Diligence as requested by Outside Reviewers

Outside Reviewers -Propose slate of recommendations

Program Committee review and recommendations - July 14, 2009

Final Board Approval and Grant Award Announcements - July 23, 2009

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All grant proposals, financial information and other reports

submitted to HCF are subject to public review and consideration.

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Key Dates

• Letter of Intent Due: March 25, 2009 (by 5:00 PM)

• Full Proposal Due: April 29, 2009

(by 5:00 PM )

• Grant Awards Announced: July 23, 2009

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CONTACTCONTACTMary McEniry

Program OfficerHealth Care Foundation of Greater Kansas City

2700 East 18th Street, Suite 220Kansas City, MO 64127

mmceniry@healthcare4kc.org

Ph: 816.241.7006Fax: 816.241.7005

www.healthcare4kc.org