UNITED WAY OF CENTRAL NEW MEXICO

2018-2019 Community Fund Program Grants

Applicant Manual

This document contains information about United Way of Central New Mexico’s 2018-19 Community Fund Program Grant priorities and application process.

All applications must be completed online via the eCImpact portal. This manual can be used to guide your application process.

Contact Kat Bradley with questions at kat.bradley@uwcnm.org.

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Table of Contents UWCNM Grants Overview .................................................................................................................................. 2

Letter from Leadership ....................................................................................................................................... 3

Basic Needs Specific Funding .............................................................................................................................. 4

Financial Literacy for Family Stability Pilot Grant ............................................................................................... 6

Annual Program Grants Timeline ....................................................................................................................... 8

Eligibility and Required Supporting Documents ................................................................................................. 9

UWCNM Grantmaking Policies ......................................................................................................................... 11

Capital Request Guidelines ............................................................................................................................... 12

Community Fund Program Grant ..................................................................................................................... 13

Application Questions ...................................................................................................................................... 14

Collaboration Applicants .................................................................................................................................. 21

Financial Standards Review Evaluation Form ................................................................................................... 24

Grant Review Panelist Scoring Guidelines and Evaluation Criteria .................................................................. 26

2018-19 Grant Application & Program Presentation Evaluation Form ............................................................ 28

UWCNM Community Impact Strategy Maps .................................................................................................... 30

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UWCNM Grants Overview

UWCNM staff and dedicated volunteers have long worked with community partners to improve health, education, financial stability, and basic needs outcomes in our four-county area. Today, UWNCM Community Fund Program Grants are helping individuals and families in central New Mexico achieve potential through education, access affordable and equitable health services, be safe and financially stable, and live life with dignity. With the help of committed community volunteers, local practitioners, researchers, and issue area experts, we aim to align funding relationships and investments with the most pressing needs in the community. United Way of Central New Mexico helps those most vulnerable through grants to qualifying health and human service agencies in Bernalillo, Sandoval, Torrance and Valencia counties.

The UWCNM grant application process is extremely competitive and lengthy. Prior to completing this application, please be certain that the agency/program for which you are applying for funds meets all eligibility criteria. Current or prior funding does not guarantee future funding or the award amount. Panels of community volunteers will review proposals, select grantees, and determine award amounts. Agencies applying for annual program support will be asked to demonstrate how their work, in conjunction with a broader network of support services, aligns with UWCNM priorities. Our annual program grant funding priorities are outlined in the UWCNM Community Impact Strategy Maps; including an Education, Health, and Financial Stability map. The Strategy Maps outline desired community conditions or “Results”, related indicators, and priority strategies that have a reasoned chance of contributing to progress toward desired community conditions.

UWCNM uses a Results-Based framework to guide our investment process. See Results-Based Accountability Framework for more information. Please review the scoring guidelines and evaluation forms to understand the criteria used by UWCNM community volunteer Grant Review Panels when scoring proposals and recommending funding.

Basic Needs Program Grants – Beginning in the 2018-19 funding cycle, programs that meet specific parameters for short-term, urgent needs serving the most vulnerable in our community will apply for funding under the Basic Needs category. Please review the details outlined in this section of the Manual.

Community Fund Grantmaking Merged - Beginning in 2014, UWCNM merged its Community Fund and Affinity Group grantmaking processes. There is one application and one evaluation process for all Annual Program Grant applicants. Applicants that apply for program funding aligning with specific strategies related to middle school success, high school success, or women’s self-sufficiency will be reviewed by Affinity Group Grant Review Panels and dollars raised specifically for these initiatives will be combined with Community Fund grantmaking dollars to award grants.

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Letter from Leadership

Dear UWCNM Agency Partner:

Following months of research and evaluation, the UWCNM Board determined that in order to work toward achieving our mission, we will focus our work on the major strategic areas of Family Stability and Education/Youth Development, and the nexus between them. We look forward to working with our nonprofit, government, business, and community partners to analyze needed system changes, determine effective advocacy efforts, and develop collaborative projects to increase secure and stable homes for children, improve children’s safety and well-being, and support working families and student success from cradle to career. Working with community partners including nonprofit organizations that provide direct services, UWCNM will confirm measures and goals for all of the Family Stability issue areas. Annual Community Fund grant and advocacy plans will be developed to support those goals. UWCNM grantmaking currently supports more than 100 projects and programs in the issue areas of health, education, and financial stability/basic needs. In future years, all UWCNM grantmaking will seek to further the measurable goals of either Mission: Graduate or the Family Stability Initiative through investments in the strategies pictured above. We intend to develop deep partnership relationships with fewer grantees to increase the impact of our investments in these areas. Two changes to our grantmaking will be made this year to initiate the implementation of this process. We are excited to announce a 2018-19 specific funding opportunity, and the creation of a distinct basic needs funding stream.

Financial Literacy for Family Stability Pilot Grant: In coming years, more initiative-based funding like our Community Impact Projects can be expected. We are excited to present agencies with an opportunity to apply for our first ever family stability grant in collaboration with our Tax Help NM program. Basic Needs Funding: UWCNM funding will support the long-term strategies associated with our Family Stability and Education/Youth Development focus. However, to ensure continued support for safety-net services, a proportion of the total funding available for grants will be set aside for the preservation of a basic needs specific funding stream.

For more information about either funding area, please refer to our Grants Manual. We look forward to your continued partnership. Please feel free to share any information you would like UWCNM to consider as we implement these changes via our Feedback Form: https://www.surveymonkey.com/r/Z8ZM89K.

Thank you for all you do for our central New Mexico communities,

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Basic Needs Specific Funding

As UWCNM grantmaking transitions to a focus on those long-term outcomes prioritized by Mission: Graduate and the Family Stability Initiative, we intend to preserve funding for programs that provide short-term services to meet the immediate and urgent needs of individuals and families in central New Mexico. Beginning with the 2018-19 grant cycle, Basic Needs will be its own funding issue area separate from Financial Stability. Basic Needs related strategies from our Strategy Maps are not available this year. Applicants must now demonstrate alignment with the categories of Basic Needs funding listed below. Eligibility: Basic Needs specific funding is reserved for programs that meet general Community Fund eligibility requirements and provide services that are:

• reserved for the most vulnerable, including low/fixed income individuals and families, and those experiencing a temporary crisis;

• accessible, with few barriers to those in need; • output, rather than long-term outcome focused; • able to report on at least one performance measure; • clearly connected to one of the Basic Needs categories described below; • designed to provide short-term, time-limited support; and • the entirety of the program must support stand-alone Basic Needs services, that are not part of more

comprehensive wrap-around services.

Categories of Services Eligible for Basic Needs Specific Funding: • Toiletries • Transportation assistance • Food bank services • Hunger relief services; both pantry and prepared meal services • Emergency and basic, rather than ongoing and comprehensive, healthcare, dental care, and

prescriptions • Emergency assistance programs that provide materials or financial assistance • Short-term housing and/or shelter for those experiencing homelessness • Emergency or short-term shelter for survivors of domestic violence • Utility Assistance • Birth certificate and driver’s licenses/state ID cards programs

Note:

• Programs that provide more comprehensive or long-term support services must apply for funding in alignment with one of the Community Fund Impact Areas of funding: Health, Education, or Financial Stability.

• Programs that provide services in the event of a community-wide emergency or natural disaster must apply for funding through our Emergency Fund. For more information visit our website.

The application process for the Basic Needs Annual Grant is virtually identical to the Community Fund Annual Grant process. There are slight changes in the Application forms. Please read each form carefully and watch the related training video on our website for more information.

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Basic Needs Program Performance Measures The performance measure section of the Basic Needs grant application contains the most significant changes. Applicants will be required to select one or two output measures that demonstrate how much the program is doing in terms of service delivery from a list provided. If there is no measure that adequately describes the service provided, there is a text field that will allow the applicant to input one custom output measure. Although potentially subject to revision, the following output measures give you a sense of the required questions/fields:

Select an Output Measure • clients who receive toiletries • clients who receive transportation assistance • households who receive utility assistance • households who receive rental/mortgage assistance • clients who receive birth certificate/driver’s license or ID services • households who receive emergency or transitional shelter services • individual clients who receive emergency shelter services, including motel vouchers paid by

agency • individual clients who receive emergency or short-term shelter for survivors of domestic

violence, including motel vouchers paid by agency • prepared meals provided • meals provided by pantry services • pounds of food distributed • total pounds of healthy food distributed • clients who receive basic and/or emergency healthcare • clients who receive basic and/or emergency dental care • clients who receive basic and/or emergency prescription services

For each output measure selected, indicate the projected number to be served / provided / distributed.

For each output measure you selected, please tell us how data will be collected.

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Financial Literacy for Family Stability Pilot Grant

Background and Introduction Following months of research and evaluation, the UWCNM Board has determined that in order to work toward achieving our mission while making the best use of our resources, we will focus our work on the major strategic areas of Family Stability and Education/Youth Development, and the nexus between them. We look forward to working with our nonprofit, government, business, and community partners to analyze needed system changes, determine effective advocacy efforts, and develop collaborative projects to increase secure and stable homes for children, improve children’s safety and well-being, and support working families and student success from cradle to career. UWCNM grantmaking currently supports more than 100 projects and programs in the issue areas of health, education, and financial stability/basic needs. In future years, all UWCNM grantmaking will seek to further the goals of either Mission: Graduate or the Family Stability Initiative through investments in the strategies noted above. We intend to develop deep partnership relationships with fewer grantees in an effort to increase the impact of our investments in these areas. In coming years, more initiative-based funding like our Community Impact Projects (CIPs) can be expected. CIPs are well-informed investments with a discrete issue area focus that have a special emphasis on continuous quality improvement and outcomes measurement. We are excited to announce a 2018-19 specific funding opportunity to help launch these focused efforts. Request for Proposals (RFP): This investment seeks to support the Family Stability Initiative goal of Secure & Stable Homes, by using financial literacy education, along with banking and savings programs to increase a family’s financial stability and security. The successful applicant(s) will collaborate with UWCNM’s Tax Help New Mexico program to achieve the intended outcome. This collaboration may include programming at Tax Help sites in central New Mexico, recruitment of Tax Help clients, or other activities likely to complement Tax Help NM programming and achieve the intended outcome. The selected project(s) will be considered pilot project(s) to demonstrate the power of strategic partnerships in improving family financial stability.

Tax Help New Mexico is a free tax preparation program for low income and elderly New Mexicans. Trained tax preparers work at locations throughout central New Mexico and the state to ensure that low income and senior New Mexicans take advantage of the tax credits to which they are entitled, and avoid paying fees for tax preparation. Tax Help sites are open between January and April. The selected applicant(s) must be prepared to initiate programming as early as February 1, 2018. Intended Outcome: Increase the ability of central New Mexican families to withstand future crises and support the educational development of their children through programming that improves financial literacy, and increases the number of families with savings resources, kids with education funds, and banked families. We are seeking letters of intent from 501(c)(3) organizations adept at using evidence-informed strategies to work toward the stated outcome. Letters of Intent must be no more than two pages and include the following:

a description of organizational credentials, including experience with evidence-informed strategies; summary statement; statement of need;

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description of proposed project activities; project budget; and performance measurement outline that includes specific plans about the assessment of

performance through data collection and analysis.

Eligibility All applicants must meet all UWCNM grant eligibility criteria (enumerated later in this document) and pass UWCNM’s Financial Standards Review.

Application Process • Interested organizations must express their intention to apply for this funding by emailing

kat.bradley@uwcnm.org before November 15th. They will then be contacted with instructions for submitting Letters of Intent through eCimpact.

• Applicants must submit complete Financial Standards Review (FSR) Materials by December 1st, 2017.

• Letters of Intent will also be due on December 1st via eCimpact. • A Grant Review Panel (GRP) will consider letters of intent and choose finalists • Finalists will be notified by Community Impact Grants staff • Finalists will be invited to a conference with the Grant Review Panel designed to allow the GRP to

learn more about the proposed project. • The selected applicant(s) must be prepared to initiate programming as early as February 1. 2018. • Applicants may apply for this funding opportunity and a Community Fund annual grant.

Scope and Approach We are not requiring a particular approach. Instead, we ask that applicants bring creative and innovative strategies that address the intended outcome. Applicants may request up to $20,000 in project funding. Evaluation Criteria: A successful proposal will do the following:

• provide an effective and reasonable proposal for complementing and collaborating with Tax Help NM programming, while achieving the intended outcome;

• ensure programming is equitable, inclusive, and focused on youth and their legal or de facto guardian(s), without regard for any particular definition of a family;

• draw upon evidence informed strategies for accomplishing the intended outcome; • leverage opportunities for inter-organizational collaboration, as appropriate to achieve one’s

project objectives; and • provide an effective plan for performance measurement that includes benchmarks used to assess

progress toward intended outcome, key process measures and outcome indicators, and a clear and detailed method for data collection.

• Note: all project activities/services must be provided within the four counties of central NM: Bernalillo, Sandoval, Torrance, and Valencia.

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Annual Program Grants Process Timeline

Applying for a UWCNM grant is a multi-phase process.

The first phase is submission of Financial Standards Review materials. The Agency / Financial sections of the online application will be available November 1st through December 1st, 2017, 4:00 PM. Late submissions will NOT be accepted.

Upon passing the Financial Standards Review and meeting all eligibility requirements, agencies will be invited to the second phase: Program Proposal includes completion of their application with the submission of budget, demographics, performance measures, and other program information. The Program Proposal portion of the application will be available January 9th through February 21st, 2018, 4:00 PM.

Program Proposals are due by February 21st, 2018, 4:00 PM. Late applications will NOT be accepted.

Applicants that submit complete applications by the deadline are invited to present their proposal(s) before a community volunteer Grant Review Panel that will make funding recommendations. Presentations will occur between April 5th and April 14th, 2018. Each agency will be allotted 20 minutes to present and 10 minutes for Q&A. Collaborations will receive additional time.

Preliminary award notifications will be sent to agencies in May, 2018 following the approval by the Executive Committee of the UWCNM Board of Directors.

First Monthly Grant Installment Paid: July 2018

All grant recipients will report their mid-year and year-end progress. Mid-Year Report Due: January 15, 2019 Year End Report Due: July 15, 2019. Failure to submit timely reports may result in loss of remaining funding, and/or inability to apply for funding the following year.

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Eligibility and Required Supporting Documents

Community Fund Annual Program Grants are available for agencies that meet the following criteria: • Certified by the IRS as a 501(c)(3) nonprofit organization • Be in good standing with the Attorney General’s office and the New Mexico Secretary of State • Demonstrate financial sustainability through UWCNM Financial Standards Review • Provide health and human service(s) in one or more of the four central New Mexico counties:

Bernalillo, Sandoval, Torrance, and Valencia • Serve the most vulnerable through a program/project that aligns with the UWNCM Community

Impact Strategy Maps • Adhere to UWCNM’s Non-Discrimination and Social Action policies • Have a Board of Directors in compliance with agency by-laws

Additionally, applicants must:

• Request no more than 110% of the Ideal Recommendation of the Grant Review Panel that reviewed the request last year. This rule does not apply to new agencies, agencies that have never applied for UWCNM funds, agencies that did not receive a recommendation for funding last year, or returning agencies that are applying for funds for a new program.

• Secure as much financial support as possible from other sources, including fees for service, before seeking UWCNM assistance

• Only apply for support for a program that has a scope of service that aligns with the UWCNM Strategy Maps

• Adhere to UWCNM policy that the amount request can be no greater than 50% of agency prior-year revenue (if collaborating, requests should be equal to or less than the sum of all partners’ prior year revenue)

• Preferably the request is less than 100% of program/project budget • Submit proposal and supporting documents in electronic format through eCImpact by specified

deadlines • Be able to accept electronic ACH deposits if awarded funding

Funding Limitations:

• Fundraising activities are NOT eligible for support through UWCNM grants • There are strict limits on capital funding (see Capital Requests Guidelines)

Required Supporting Documents: Proposals must be submitted in electronic format through eCImpact. Support documents, which are listed below are required as part of the proposal package and may be submitted electronically or as hard copies:

• Prior year financial statements: – Agencies with annual revenues > $500,000; a prior year audit (management letter optional) – Agencies with annual revenues < $500,000; internally prepared financial statements

(balance sheet, statement of income, and an agency prepared statement of functional expenses) signed by the president or treasurer of the Board signifying the statements are correct

• Prior year 990 income tax return, 990EZ or 990N (e postcard) depending on the IRS requirements (if an audit is completed, 990 should include Schedule D)

• IRS tax exempt letter for 501(c)(3) nonprofit status • Current Board of Directors list, including the Chair’s email address

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Fiscal Sponsorship Agencies can apply for only one program within each type of UWCNM Program funding each year. However, if an agency is not administering the program, but instead is serving as the “fiscal sponsor” of one or more eligible programs (that do not have their own nonprofit 501(c)3 status), multiple grants can be applied for under a single fiscal sponsor’s information. For example, UNM Foundation may serve as the fiscal sponsor of numerous applicant programs. Program Budget When completing the Program Budget - Part B, you will need to have specific data on the actual prior year budget, actual current year budget, and grant period projected budget. Reporting If awarded funds, you will be asked to complete a mid-year and year-end report via eCImpact. You will report on progress toward goals stated in your United Way funding award agreement. Compliance with reporting guidelines, as well as the reports themselves may affect future funding. Failure to submit timely reports may result in loss of remaining funding, and/or inability to apply for funding the following year.

• Submit electronic mid-year report: January 15th, 2019 • Submit electronic year-end report: July 15th, 2019

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UWCNM Grantmaking Policies

Non-Discrimination:

United Way of Central New Mexico (UWCNM) grants support programs that demonstrate a practice of nondiscrimination and inclusion. As such, UWCNM will only support programs that provide equal opportunity and access to individuals regardless of race, religion, national origin, ancestry, gender, sexual orientation, gender identity, age, disability, veteran status, citizenship status, or any other legally protected classification. Programs that require clients to alter their personal character to receive services are a violation of this policy and cannot, therefore, receive a UWCNM grant. This policy applies to program services rendered to clients, rather than program target populations. Logically, no program will be able to serve all populations and must therefore delineate the target population by some defining characteristics. However, such agencies are expected to provide meaningful referral services to individuals seeking aid who fall outside of their defined target population. UWCNM funds faith-based organizations only if funds will be used for nonreligious programs that provide equal opportunity and access regardless of an individual’s religious affiliation. Social Action:

The mission of United Way of Central New Mexico (UWCNM) is to bring people and resources together to measurably improve lives and strengthen our community. We work with varied and diverse partners to accomplish that mission. As responsible stewards of diverse sourced funding, UWCNM cannot be reactionary. Public and community opinion about controversial subjects may change over time. The organization must remain committed to improving the lives of vulnerable New Mexicans by addressing substantiated needs, and therefore, cannot involve itself in a divisive issue to such an extent that it discourages engagement with the exceptional programming that forms our work.

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Capital Request Guidelines

The following are guidelines for agencies applying for capital expenses through UWCNM Community Fund or Affinity Group grants. Review panelists will use these guidelines in assessing agencies’ proposals. All questions related to these guidelines should be directed to UWCNM staff and may require Community Impact Council review. 1. UWCNM grants CANNOT be used for:

a) Buildings b) Plans c) Construction d) Renovation with a useful life (not depreciable life) of more than three years

2. Additionally, UWCNM grants CANNOT be used for:

a) Capital equipment, in part or completely, with a useful life (not depreciable life) of more than three years

b) Any single item worth more than $4,000 (UWCNM requires a straight-line depreciation based on the industry standard for the item.)

Any funds granted through a UWCNM grant process must be expended within the fiscal grant year.

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Community Fund Program Grant

UWCNM is seeking proposals for the delivery of education, health, financial stability, and basic needs programs aimed at helping the most vulnerable in Bernalillo, Sandoval, Torrance and Valencia counties. The UWCNM Community Fund Grants will support strategies that contribute to the accomplishment of the following Financial Stability, Health, and Education Results, as well as Basic Needs in our community:

Education Result 1: All children are born healthy and develop on track. Result 2: All children are fully prepared to enter the educational system. Result 3: All students progress successfully through elementary school. Result 4: All students progress successfully through middle school. Result 5: All students graduate high school within 5 years, ready for school, life or work. Health Result 1: All individuals and families receive affordable and equitable health services. Result 2: All individuals and families live in a safe environment. Result 3: All individuals and families exhibit healthy behaviors. Result 4: All individuals and families live in a health promoting environment. Financial Stability Result 1: All individuals and families have adequate and sustainable resources to support their needs. Result 2: All individuals and families have the skills, knowledge, and relationships they need to effectively increase and manage their income. Result 3: All vulnerable populations are safe, socially engaged, and live with dignity. Basic Needs See Basic Needs criteria on page 5

The UWCNM Community Impact Strategy Maps outline Results, Indicators, and Strategies. Funding is available to support programs that align with one or two Strategies on the Strategy Maps. Agencies applying for program support will be asked to demonstrate how their work, in conjunction with the broader network of support services, aligns with UWCNM’s Community Impact priority strategies. Applying agencies are asked to demonstrate how their program contributes to the accomplishment of one or more Results. Applicants will benefit by having a practical understanding of Results-Based Accountability Framework, as well as the capacity to create and use performance measures to track progress and report client-level data on a regular basis to UWCNM.

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Application Questions

These questions are provided to help you prepare for and complete the application process. These questions are subject to slight changes prior to opening the online program application in January 2018. However, the following will give you a sense of the required questions/fields. All applications must be submitted online.

PHASE 1: FINANCIAL STANDARDS REVIEW PROCESS (for all applicants – single agencies and agencies partnering on a collaborative proposal)

DUE Friday, December 1st, 2017, 4 PM.

What is the purpose of the financial standards review? Volunteers with financial expertise help us gauge the financial health and sustainability of applicant agencies in order to ensure we are good stewards of donor dollars. They will be looking for:

Internal accounting controls over our funds. Do you have systems and safeguards in place? Evidence that United Way is not the primary funder for your organization Evidence about the financial stability of your agency A general understanding of your agency’s expenses, and how the grant dollars would be

spent

Internal Control Checklist Note: All “No” or “N/A” answers require comment in the space provided below each item.

• Agency Name Confirmation that:

o Monthly financial statements are completed on a timely basis and reviewed and approved by the Board.

o Monthly bank reconciliations are completed on a timely basis and reviewed along with the bank statement and approved by a Board member.

o Monthly United Way funding is deposited intact in the agency’s bank account. o Expenditures of United Way funding are appropriately documented and supported to

comply with the United Way grant requirements. o The agency is in compliance with all Federal and State filing requirements (income tax,

payroll tax, NM Attorney General, etc.) o The agency has adequate insurance coverage. o The actual prior year data included in the budget section of the grant application is

consistent with the financial statements submitted to United Way. o The agency’s accounting records allocate expenses among Program, Support

(administrative) and Fundraising. If the accounting records do not allocate expenses in this manner, please prepare a

Statement of Functional Expenses. This Statement should accompany the financial statements submitted to United Way.

If program expenses are not equal to or greater than 75% of total expenses please explain below.

• Disclosure of any threatened or pending litigation

Qualification Form

Agencies must answer the Qualification Form questions before accessing the Agency Forms.

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Please thoughtfully and carefully choose your answers. No changes can be made to this online form once it has been submitted. All fields are required and will be used to determine whether or not your agency qualifies to apply for a Community Fund Program Grant.

1. Does your agency provide health or human services? 2. Does your agency provide services in Bernalillo, Sandoval, Torrance and/or Valencia counties? 3. Is your agency certified by the IRS as a 501(c)(3) organization and do you certify that this agency is

in good standing with the Attorney General’s office and the New Mexico Secretary of State? 4. Does your agency comply with the UWCNM Non-Discrimination and Social Action policies? 5. Does your agency have a volunteer Board of Directors? 6. Does your agency have documented by-laws, policies, or procedures that can be made available to

UWCNM upon request? Agency Forms: Please note that many fields have character limits (limits include spaces). Agency Information

• Agency Name • Agency Tax Identification Number • Agency Website Address • Agency Physical Address • County where Agency Headquarters are physically located • Brief Description of Agency • Program Name • Agency’s Fiscal Year • Is Agency Accredited? • If yes, Name of the Accrediting Body

Contact Information

• Name & Title of Primary Contact for questions regarding this proposal • Phone number & Email address of Primary Contact • Name & Title of person completing program proposal • Phone number & Email address of person completing program proposal

Board of Directors (Please provide the name of the Board Chair who will preside during the Grant Cycle)

• Chair Name • Chair Email Address • Chair Term Ending Date • Board Treasurer Name • Board Treasurer Email Address

Executive Director

• Name • Phone number & Email address

Collaborations

1. Are you planning to apply for PROGRAM funding as a collaboration (one or more agency partners)?

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2. If YES, are you serving as the designated Lead Agency for the collaborative program?

NOTE: Agency representatives that agree to apply as a collaboration will designate one Lead Agency. This agency is responsible for submitting all information in the application process.

3. List all expected agency partners if applying as a collaboration: NARRATIVE SPACE 350 characters

Sanctions and/or Contingencies • Has your organization (or any of your collaborating agencies) been sanctioned by or received

contingencies from any funding source, including United Way of Central New Mexico, in the last 12 months? (Yes/No)

• If yes, what steps has your organization (or your collaborating agency) taken to eliminate the sanction or answer the contingency? (500 characters)

PHASE 2: PROGRAM APPLICATION All agencies that pass the Financial Standards Review phase of this grant application in December 2017 are invited to apply for a Community Fund Program Grant. Applicants have access to the complete online application to submit program information January 5th through February 21st. Completed applications are due by FRIDAY, FEBRUARY 21st AT 4 PM. Late applications will not be accepted.

Please Note: Most narrative sections will not accept more than 1,000 characters, including spaces, and some sections will allow even less.

Initial Login When your agency logs in there are two steps before accessing the Program Application. First, please review the information loaded into the 2018 Agency Information form. The data has been preloaded and once this has been reviewed, please click Save and Mark as Completed. Next, please select a Program and Assign it to this Application. If the program the agency will apply for is already in the system, the agency can access the program from the drop down menu. (If the agency needs to create a new Program for funding, please email Kat to begin this process.) Once the information has been entered for the Program registration information is sent to Kat at UWCNM, and once the information has been reviewed, the full Program Application will be accessible. Once all the forms have been finished, click Save and Mark as Completed; then last step is to click the Submit button. Program Information

Program Name (for which UWCNM funds are requested): Primary Program Contact (name, agency affiliation, phone, email): # of full-time staff contributing a significant amount of time to program for which you are

applying for funds: _#_ Identify the Issue Area for which your program will apply: Please provide an executive summary of the program no longer than 350 characters that can be

used on a website, for grant summary documents and reports, and in presentations and announcements.

Expanded Program Description of 4000 characters (including spaces) that describes: • The community need for the program; • The vulnerable population to be served; • The impact of the program will have on the community; • The method of service provision.

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Demographics Does your program serve primarily women? Total Unduplicated Program Clients Served. Gender of Clients Served Ages of Clients Served Ethnicity of Clients Served County of Origin of Clients Served (where do your clients live?) County Where Services are Offered (Bernalillo, Sandoval, Torrance, or Valencia) Projected percentage of total clients to be served by the specific program that are low-

moderate income (visit www.huduser.gov for income limits by county - http://www.huduser.gov/portal/datasets/il/il2015/select_Geography.odn)? If unknown, enter UNKNOWN.

Projected percentage of total clients to be served by the specific program that reside in a rural setting. If unknown, enter UNKNOWN.

Marketing 2018-2019 Throughout the year, UWCNM publishes information about the programs and projects that are funded through the Community Fund. The information you provide in this section will help us communicate the impact of your program on our community. This information will be used in our social media, website, and various other places where we share our message. You are welcome to email pictures of your program in action to our office as well.

If your agency would be interested in participating in additional marketing efforts (like videos, brochures, etc.) please let us know.

What a Contribution buys

• $1.00 a week ($52.00 per year) provides the funds for: • $5.00 a week ($260.00 per year) provides the funds for: • $10.00 a week ($520.00 per year) provides the funds for: • $1.00 a day ($365.00 per year) provides the funds for: • $5.00 a day ($1,825.00 per year) provides the funds for: • $10.00 per day ($3,650.00) provides the funds for:

Success Story Provide a brief client success story. The success story must be available for public use by United Way. Because the story may be used in UWCNM marketing materials, do not use acronyms. This story should be able to stand alone, outside the context of this application.

Stories should provide answers to the following questions. (Up to 2000 characters)

• How did the client come to need the services of your agency? • How did client find out about your services? • What specific services did client benefit from? • How has this specific program changed the client’s life?

Please provide a Phone Number for Success Story Contact, if available

Program Performance Measures – Part A In the Program Information section you were asked to identify the Issue Area (Health, Education, or Financial Stability) with which your program aligns. The first part of this section focuses on establishing the

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Result Area(s) that align with your program. In eCImpact, first select the specific Result Area. The system will then narrow down the Strategies associated with that Result. Select the Strategy from those listed. Please refer to the Strategy Maps listed at the end of this Grant Manual for a list of Results and Strategies.

The second part of this section deals with the Measurable Outcomes for the Program. Enter at least one, AND NO MORE THAN THREE, Client Outcome Performance Measures. These measures should quantify client outcomes.

Note: Programs that serve the most vulnerable with urgent, immediate needs should review the information on the Basic Needs funding category.

• Measure one: • Measure two (optional): • Measure three (optional):

Provide program targets for each Client Outcome Performance Measure, please include the total # of clients, total # achieving outcome, and % of clients achieving outcome per each Measure. Program Performance Measures - Part B (each question / inquiry allows for responses of up to 1000 characters)

How much will you do? • Projected # of unduplicated clients to be served by this specific program from July 1, 2018 –

June 30, 2019. _#_ Note: Unduplicated clients refers to the clients served during the course of the program. If clients are returning from a previous funding cycle, they should be counted for the new funding cycle. However, if a client is receiving multiple services, the client should be counted once and not for each service that is provided.

How will you ensure quality service?

• Explain how you will ensure that activities associated with this specific program are performed well. We want to understand how you assess and manage the quality of program implementation (i.e. % of tutors with appropriate certification/credentials, tutor/student ratio, etc.)

How will your clients be better off as a result of this specific program? • Describe skills/knowledge, attitude/opinion, behavior, and/or circumstance changes you

aim to see among your clients.

(Optional) If necessary, please further explain what are you measuring to quantify client outcomes? (i.e. GED attainment, grade level reading proficiency, employment, etc.)

For each measure listed above, how do you collect data? Based on the above, how and when will progress be evident? (Six months? Twelve months?

Future?)

Program Budget – Part A For the following budget section, please report budget information that relates solely to the program for which you are applying for funding. Do not report general agency budget information, except for the initial line item regarding agency revenue.

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Each line item can be further itemized in the eCImpact online form. Agencies that provide specific, clear, and comprehensive budget information will be more competitive in this application process. Please be as precise and detailed as possible.

Agency Revenue Description Fiscal Year

The agency's total operating budget revenue for the most recently completed fiscal year

was:_________________ Year: _____________

Program Revenue

Description Actual Prior Fiscal Year

Current Fiscal Year Budget

Grant Period Budget (7/1/18 - 6/30/19)

UW Grant Allocation (grant request)

Government Funding Foundation / Corporate Support, Contributions /

Donations

Membership Dues Received

Investment Income

In-Kind Support Other Income

(Add a label to amount)

Total

Program Expense

Description Actual Prior Fiscal Year

Current Fiscal Year Budget

Grant Period Budget

(7/1/18 - 6/30/19)

Grant Period Requested UWCNM

Funding ($)

Salaries

Employee Benefits

Payroll Taxes

Professional Fees & Contracts

Occupancy (rent, utilities, buildings & grounds)

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Supplies

Equipment

Membership Dues / Support to Affiliate Organization

In-Kind Expense (i.e. donated snacks, space, printing, etc.)

Other Expense (anything not covered above)

Total

Program Budget - Part B (each question / inquiry allows for responses of up to 1000 characters)

Amount requested from UWCNM: $_____________

Based on your completed program budget, please further describe specifically how your agency plans to use UWCNM funds.

If this specific program is currently supported by UWCNM grant funding and you are asking for more funding than you are currently receiving through a UWCNM grant, please describe how additional funding would improve impact.

Please provide a breakdown of how the UWCNM funds will be used for the specific program (training, mileage, new employees, equipment for the specific service, etc.) (Total should add up to the total request for UWCNM funds for 2018-19).

Description Actual Prior Fiscal Year Current Fiscal Year Budget Grant Period Budget (7/1/18- 6/30/19)

Surplus or Deficit (Revenue minus Expense)

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Collaboration Applicants

2018-19 Collaboration Proposal - Part A - Supplemental Information

For applicants applying as a collaboration with 1 or more agencies for a Community Fund Program Grant: The collaboration should designate a Lead Agency to complete the application and provide all information about the program.

Each Lead Agency should complete two sections: All Collaborations and either New Collaborations or Existing or Returning Collaborations.

Each Lead Agency is asked to submit this Collaboration Proposal - Supplemental Information form. The responses on this form submitted by the Lead Agency should be agreed upon by all participating agencies. Again, non-Lead agencies need not submit anything online for the application process.

For All Collaborations: (each question / inquiry allows for responses of up to 1000 characters)

What does each agency bring to the collaboration (staff, infrastructure, experience, etc.)? Agency Role Determination: As a complement to the collaboration role budget section, please

describe generally how dollars will be distributed among partnering agencies and why. Agency Role Determination: Among participating agencies, are there redundant administrative

costs? Have duplicate costs been reduced during this funding cycle? Or will they be for new collaborations?

How will you minimize the risk for: • Increased overhead (administrative in particular) • Lack of interagency communication that may lead to failure to achieve intended outcomes • Unforeseen issues with member agencies

Going forward, how will this group of agencies continue to maintain a common agenda, culture and vision? What will be the means and frequency of interagency dialogue and how will that dialogue support the common goals that address a need in the community? Feel free to include a collaboration goal that is separate and distinct from performance measurement goals.

For Existing or Returning Collaborations: (each question / inquiry allows for responses of up to 1000 characters)

Complete the following questions if you are currently receiving UWCNM grant support for this collaborative program.

Describe the impact your collaboration has had. Is the program more impactful as a collaboration than multiple programs would be if each operate independently? Include any compelling reason as to why your collaboration increases impact on client and/or community wellbeing.

Explain why you are choosing to apply for program support as a collaboration. • Have you mitigated duplication of services? How? • Have you reduced costs? • Have you increased awareness or outreach in the community? • Do you share best practices? How has that impacted your ability to serve your clients?

What qualitative changes in agency operations have occurred as a result of the collaboration? Describe a few challenges the collaborative has encountered. What has the collaboration done to

address these challenges?

For New Collaborations: (each question / inquiry allows for responses of up to 1000 characters)

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Complete the following questions if you are applying for Community Fund support for the first time as a collaborative. Explain why you are choosing to apply for program support as a collaboration.

• Do you plan to mitigate duplication of services? • Will you reduce costs? • Will you increase awareness or outreach? • Will you combine best practices? • Include any compelling reason as to why your collaboration will increase impact on client

and/or community wellbeing. Be specific. What, if any, additional costs associated with creating the collaboration do you anticipate? What

challenges do you anticipate?

2018-19 Collaboration Proposal – Part B – Agency Role Program Budget

Enter the following information as it relates to each partnering agency’s ROLE IN THE COLLABORATION. The sum of all Agency Role Program Expenses must equal the expense of the entire collaborative program.

In eCImpact find the form “2017-18 Collaboration Proposal – Part B – Agency Role Program Budget,” click on the link for Expense, and then click Add New Item on the next page one time for each expense. Enter the name of the participating agency, a description of each expense, and the cost. Select Save and Return to Previous Page to return to the budget. Click Save My Work to review and click Save My Work and Mark as Completed when you have completed this form. Remember to finish by clicking on the SUBMIT button.

Collaboration Agency Role Program Budget INSTRUCTIONS (for applicants applying as a Collaboration with one or more agencies): Use this spreadsheet to gather the details that you will submit in the 2018-19 Collaboration Proposal – Part B – Agency Role Program Budget form. On this worksheet, enter the following information as it relates to the expenses of each agency. Use the first column to list the agency name and then complete the details for description and specific amount. Using the sort function in Excel, please sort expenses by Agency on this worksheet and total the expenses at the end of the list. The total from the listed expenses should equal the amount at the top of the worksheet.

Expense of entire collaborative program (must be equal to sum of all individual agency expenses): $

LEAD Agency Name Description Grant Period

(7/1/18-6/30/19) Expense

Agency 2 Name Description Grant Period

(7/1/18-6/30/19) Expense

Agency 3 Name Description Grant Period

(7/1/18-6/30/19) Expense

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Agency 4 Name Description Grant Period

(7/1/18-6/30/19) Expense

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Financial Standards Review Evaluation Form

United Way of Central New Mexico Financial Requirements for Agencies Requesting Funding

Agency Name: ____________________________________________________________________ CPA: ___________________________________________________________________________ Agencies are required to submit the following financial information: Compliance Yes No N/A 1. Prior year financial statements: a. Agencies with annual revenues >$500,000; a prior year audit. b. Agencies with annual revenues <$500,000; internally prepared financial

statements (balance sheet, statement of income and an agency prepared statement of functional expenses) signed by the president or treasurer of the Board signifying the statements are correct.

2. Prior year 990 income tax return, 990EZ or 990N (e postcard) depending on the IRS requirements. If an audit is completed, 990 should include Schedule D.

3. Audit management letter (optional) or Agencies with <$500,000 Internal Controls document.

4. IRS tax exempt letter for 501(c)(3) nonprofit status. 5. Agency Board of Directors list

The CPA Review Subcommittee will interpret financial information and make a determination as to compliance. All agencies reviewed by a the CPA Review Subcommittee will use the same criteria used for larger agencies and rank financial compliance as (a) Pass (b) Pass with Funding Contingency or (c) Fail. The subcommittee will notify the panel of its decision. Using this information, perform the following:

Yes No N/A 1. The financial statements and tax return should be consistent. Significant variances

should be investigated.

2. The financial statements should be reviewed for financial health issues that could affect the agency’s ability to operate and execute the program funded by United Way. Factors to consider are liquidity, profitability, cash flow and capitalization of assets (relations of debt to equity.)

3. The audit management letter, if submitted, or the internal control checklist completed by the agency should be reviewed for issues that could affect the agency’s accountability for United Way Funding.

4. If program expenses total less than 75% of total agency expenses, an acceptable explanation should be included. For agencies with no audit, an agency prepared statement of functional expenses should be reviewed.

5. Attach a list of incomplete items requiring agency action. All incomplete items should be resolved.

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Recommended Contingencies: Follow-Up Items for Panel:

Conclusion:

PASS PASS w/ Contingency FAIL

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Grant Review Panelist Scoring Guidelines and Evaluation Criteria

2018-19 Funding Cycle Scoring Guidelines

Read before completing Grant Application & Program Presentation Evaluation Form

The Grant Application & Program Presentation Evaluation Form is a critical component of the overall process for effectively evaluating grant requests to UWCNM. Panel reviews of the grant applications are designed to identify programs that are making the deepest impact in addressing pressing community needs. It is important that these forms are completed in a thoughtful and consistent manner. The Evaluation Form is designed to capture in one document both the panel member’s overall impression of the grant application itself, as well as the agency presentation. Questions on the Evaluation Form should be answered as accurately as possible, given the information provided by the applicant. Although the document is straightforward to use, the following instructions will help in assuring a consistent and objective approach to evaluating applications.

The document is divided into four sections, as follows:

Section 1: Panel Information Section 2: Minimum Funding Criteria Section 3: Program Evaluation Criteria Section 4: Final Program Evaluation Score

Section 1: Panel Information Enter Date, Panel Number, Panel Member Name, and Agency/Program Evaluated. Section 2: Minimum Funding Criteria The UWCNM grant applicant must meet certain criteria to be considered for a grant award. These criteria are itemized in this section. If the agency DOES meet all five of these criteria, move forward with completing and scoring the request. If, in the panel member’s opinion, the agency/program does NOT meet one or more of these criteria, there is no need to score the grant request. If all panel members agree that the agency/program does NOT meet these criteria, the proposal should be eliminated from consideration. Section 3: Program Evaluation Criteria There are four general areas being evaluated, as follows: Program Design Program Budget Community Need & Impact Program Sustainability

Within each of these general areas, there are questions to be scored. The scoring is set up on a ‘confidence scale,’ with “0” being the low score and “10” being the high score. Based on the grant application and the agency presentation, panel members score each question. This score should be a measure of how ‘confident’ the panel member is in the applicant’s response. The rubric for scoring questions is as follows:

9-10 Extremely Confident The applicant’s program is a ‘model’ or ‘best practice’ in addressing the relevant aspects of this criterion.

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7-8 Highly Confident

The applicant’s program addresses this criterion. The panel member is confident that the agency’s program meets relevant requirements of the criterion. There is evidence that the agency’s program, while perhaps not a ‘best practice’ in this area, is efficiently and comprehensively responding to the significant components of this criterion.

5-6 Confident (default response)

This is where the panel member should ‘start’ in their evaluation.

3-4 Less Confident

Although there may be some evidence that the applicant’s program addresses this criterion, it is inconsistent or unclear. The panel member is uncertain that the application has fully addressed the relevant aspects of this criterion.

1-2 Little Confidence

Panel member believes it is unlikely that the applicant’s program addresses this criterion. There is little evidence in the grant application and/or in the agency presentation that would allow the panel member to be confident in the agency’s ability to meet this element of the criteria.

0 No Confidence Panel member does not believe the applicant meets this criterion.

The panel member should always begin their evaluation by scoring the item as “Confident (default response)” (5-6). The panelist should then increase or decrease the score, based on the actual evidence and/or the panel member’s impression of the program. The goal is to be as consistent as possible in answering the questions.

Section 4: Final Program Evaluation Score Sum the scores of the four areas previously evaluated. Add comments as appropriate.

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2018-19 Grant Application & Program Presentation Evaluation Form

Panel #: Date: ________________________ Panel Member: Agency/Program:

Please read “2018-19 Funding Cycle Scoring Guidelines” before completing this evaluation form.

Reminder - Agencies must meet all of the following funding criteria to be considered:

� Agency provides health and human services in Bernalillo, Sandoval, Torrance and/or Valencia counties � Program helps vulnerable populations (including underserved, disadvantaged, marginalized, or at risk

populations) � Agency/program complies with UWCNM’s Non-Discrimination Policy � If proposal includes a capital request for equipment such as kitchen, exercise, recreational or primary

needs equipment, it meets the Community Fund criteria for a capital request � Agency is NOT applying for funds to support fundraising activities

PROGRAM DESIGN (worth 25% of final score)

0 = “No confidence” 1 = “Low” 10 = “High” How confident are you that the proposal is specific to a single program, rather than general agency support, and that UWCNM funding will be directed solely to the specific program?

0 1 2 3 4 5 6 7 8 9 10

How confident are you that the program will be sustained with or without funding from UWCNM? (i.e. UWCNM is not the sole funder for this program.)

0 1 2 3 4 5 6 7 8 9 10

Is there a sound plan for performance measures and reporting? Please consider how confident you are that the state program goals are: specific, attainable, and measurable.

0 1 2 3 4 5 6 7 8 9 10

______ Points Earned for Program Design (30 points maximum) Notes:

PROGRAM BUDGET (worth 25% of final score)

0 = “No confidence” 1 = “Low” 10 = “High” How confident are you that the program budget is clear, justified, efficient, and reasonable? • The budget submitted with the grant application should be

reasonable compared to prior year actual performance. • The United Way Issue Area Grants are for programs, not general

agency support; therefore, this grant request cannot exceed 50% of the agency’s prior year total revenue.

• United Way does not fund capital expenditures unless they cost less than $4,000 per item and have a depreciable life of less than 5 years (using IRS depreciable guidelines.)

0 1 2 3 4 5 6 7 8 9 10

______ Points Earned for Program Budget (10 points maximum)

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Notes:

COMMUNITY NEED & IMPACT (worth 25% of final score)

0 = “No confidence” 1 = “Low” 10 = “High” How confident are you that the need the program is addressing is critical, as evidenced by data?

0 1 2 3 4 5 6 7 8 9 10

How confident are you that the program strategies employed are informed by best practices and/or evidence and will be carried out in an effective, efficient manner?

0 1 2 3 4 5 6 7 8 9 10

How confident are you that the program does not provide unnecessarily duplicative services in its outreach area?

0 1 2 3 4 5 6 7 8 9 10

How confident are you that the program collaborates or partners with other support services to improve service delivery, sustainability, efficiency, and/or effectiveness?

0 1 2 3 4 5 6 7 8 9 10

______ Points Earned for Community Need & Impact (40 points maximum) Notes:

PROGRAM SUSTAINABILITY (worth 25% of final score)

0 = “No confidence” 1 = “Low” 10 = “High” How confident are you that the program/agency has a good track record and will be able to provide services throughout the duration of the grant period and into the future?

0 1 2 3 4 5 6 7 8 9 10

How confident are you that the agency has done its due diligence in ensuring a diverse pool of funding support for the specific program (i.e. UW is not the sole funder for the program)?

0 1 2 3 4 5 6 7 8 9 10

______ Points Earned for Program Sustainability (20 points maximum) Notes:

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UWCNM Community Impact Strategy Maps

About Results-Based Accountability

UWCNM staff and volunteers are using Results-Based Accountability (RBA) concepts to improve Community Fund Grant Initiatives investment outcomes.

For more detailed information about Results-Based Accountability, go to www.raguide.org or www.resultsaccountability.com. Results-Based Accountability concepts and materials were developed by Mark Friedman, author of Trying Hard is Not Good Enough (Trafford 2005) and founder and director of the Santa Fe-based Fiscal Policy Studies Institute.

What is RBA? RBA is a disciplined way of thinking and taking action used by communities to improve the lives of children, families, and the community as a whole. RBA is also used by agencies to improve the performance of their programs. How does RBA work? RBA starts with ends and works backward, step by step, towards means. For communities, the ends are conditions of well-being for children, families and the community as a whole. For programs, the ends are how customers are better off when the program works the way it should.

The following definitions apply:

Results Accountability has two components:

1) Population Accountability - a group of partners takes on responsibility for the well-being of a population in a geographic area

2) Performance Accountability - a manager or group of managers takes responsibility for the performance of a program, agency or service system

Result – a population condition of well-being for children, adults, families and communities, stated in plain language Indicator – a measure that helps quantify the achievement of a result Baseline – what the measures show about where we have been and where we are headed Turning the Curve – what success looks like if we do better than the baseline Strategy – a coherent collection of actions that has a reasoned chance of improving results Performance Measure – a universal measure of how well a program, agency or service system is working. The most important performance measures tell us whether program customers are better off. There are several types of performance measures:

• Measures that answer the question “How much did we do?” • Measures that answer the question “How well did we do it?” • Measures that answer the question “Is anyone better off (#)?” • Measures that answer the question “Is anyone better off (%)?”

There are different categories of being better off: Skills/Knowledge, Attitude/Opinion, Behavior, and Circumstance Targets – the articulation of target levels of performance expressed in measurable terms and specified time frames, against which actual achievement is compared.

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2018-2019 Strategy Maps

The following three Strategy Maps define the education, health, and financial stability conditions of well-being that UWCNM aims to create progress toward through its annual Community Fund Annual Program Grants. These maps list strategies UWCNM grantmaking will support. Successful applicants will show how the program for which they are applying for funds aligns with one or two strategies on one of these maps, and they will demonstrate how their program will contribute to progress toward the corresponding “Result” or condition of well-being in central New Mexico. PLEASE NOTE:

• Beginning with the 2018-19 grant cycle, Basic Needs will be its own funding issue area separate from financial stability. Basic Needs related strategies from our Strategy Maps are not available this year. Applicants must now demonstrate alignment with the categories of Basic Needs funding outlined earlier in this document.

• In 2016, UWCNM launched four new RFPs related to the following four issues. Programs addressing these issues will no longer be supported through our annual program grantmaking process. Agencies doing this type of work might consider applying for the next round of UWCNM Community Impact Project Multi-Year Grant (to be announced at a later date).

Behavioral Health: Prevention, Early Intervention, and Education School Attendance (pre-school through 12th grade) Summer Learning (pre-school through 12th grade) Adult Transitions to College (ages 18 and up)

Strategy Map Definitions:

Result – (or outcome or goal) is a population condition of well-being for children, adults, families and communities, stated in plain language Strategy – is a coherent collection of actions that has a reasoned chance of improving results

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Education Strategy Map Education Result 1: All children are born healthy and develop on track.

Strategies: E1.2: Strengthen parenting skills and resources to promote early learning and interaction at home E1.3: Support parent and children’s services to reduce child abuse and neglect for children of any age Education Result 2: All children are fully prepared to enter the educational system.

Strategies: E2.1: Promote social, emotional, cognitive, and physical readiness of children entering the education system E2.2: Improve availability of early intake and needs assessment programs to identify at-risk and/or developmental delays E2.4: Improve resources/support for families, parents, and caregivers that increase likelihood of educational success. Education Result 3: All students progress successfully through elementary school.

Strategies: E3.1: Provide supportive services to families of students at risk of poor academic outcomes. E3.2: Promote programs to encourage successful early learning habits E3.3: Improve access to after-care and educational programs E3.5: Improve access to books and literacy programs for elementary school children Education Result 4: All students progress successfully through middle school.

Strategies: E4.1: Provide supportive services to students and the families of students at risk of poor academic outcomes E4.2: Improve mid-school student participation in after-school extracurricular learning activities (ELT) E4.3: Improve tutoring resources/options for at-risk mid-school students failing core courses E4.4: Strengthen family involvement and support structure for mid-school students Education Result 5: All students graduate high school within 5 years, ready for school, life or work.

Strategies: E5.2: Strengthen family involvement and support structure for high school, GED and disconnected youth E5.3: Support programs designed to enhance teen’s social and emotional intelligence E5.4: Increase student participation in after-school extracurricular activities E5.5: Increase tutoring resources/options for high school students

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Health Strategy Map Health Result 1: All individuals and families receive affordable and equitable health services.

Strategies: H1.1: Facilitate connection to health insurance H1.2: Facilitate connections to health and wellness programs H1.3: Address gaps in health services H1.4: Increase disease prevention, detection, and intervention for individuals and families to improve the overall health and quality of life of our community Health Result 2: All individuals and families live in a safe environment.

Strategies: H2.3: Support individuals and families to be in safe living environments Health Result 3: All individuals and families exhibit healthy behaviors.

Strategies: H3.1: Increase access to school and/or community based health centers and other school and/or community based programs available to individuals and families H3.3: Utilize evidence based strategies and clinical interventions for smoking cessation and treatment of alcohol and substance misuse Health Result 4: All individuals and families live in a health promoting environment.

Strategies: H4.2: Provide nutrition education

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Financial Stability Strategy Map Financial Stability Result 1: All individuals and families have adequate and sustainable resources to support their needs.

Strategies: F1.2: Provide comprehensive supportive services to promote ability to withstand future crises and improve sustainability Financial Stability Result 2: All individuals and families have the skills, knowledge, and relationships they need to effectively increase and manage their income.

Strategies: F2.2: Provide job training opportunities, including vocational education, apprenticeships, on-the-job training, and certification F2.3: Provide support for job seekers through career exploration, preparation for employment, job coaching, job placement, and job retention F2.5: Increase financial literacy through programs which provide desired defaults, offer appropriate incentives, simplify the cost of information, demand a commitment, and use social strategies F2.6: Increase access to mainstream financial products and services F2.7: Promote and improve adult literacy Financial Stability Result 3: All vulnerable populations are safe, socially engaged, and live with dignity.

Strategies: F3.2: Provide safe, supportive, and connective environments for vulnerable children, seniors, individuals with disabilities, and other vulnerable populations F3.3: Provide supportive services to ensure that adults can live independently to the extent possible, while also developing capacity and maintaining a sense of purpose

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