1February 16, 2010February 16, 2010

Pre-Proposal ConferencePre-Proposal Conference

Mental Health RFPMental Health RFP

2

MISSIOMISSIONN

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

3

Service AreaService Area

● Kansas City, MO

● Cass, Jackson and Lafayette counties in Missouri

● Allen, Johnson and Wyandotte counties in Kansas

4

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, hospitals

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

recommended to program committee – final approval by Board

5

Mental Health RFPMental Health RFP

To 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

Changes for 2010

• Mental health proposals will be accepted for general mental health and substance abuse services utilizing best practice treatment models.

6

Special Emphasis• School based services at all educational

levels

• Early intervention

• Community-based services; delivering services where people live

• Integration of physical & behavioral health services

7

8

Mental Health RFP ProcessMental Health RFP Process1. Letter of Intent (MANDATORY) March 24, 2010March 24, 20102. Full Narrative Proposal April 28, 2010April 28, 2010

3. HCF Board Review/Approval July 22, 2010July 22, 2010

All proposals should be submitted electronically

9

STEP 1:STEP 1:

LETTER OF INTENT

Due: March 24, 2010

10

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

11

http://www.healthcare4kc.org

12

13

14

15

16

17

18

AcknowledgementsAcknowledgementsAfter Submitting the LOI Applicants will receive:

An automated e-mail indicating the application was submitted properly

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

After staff pulls electronic application into our grant system we will also send an acknowledgement stating it was received & you should proceed with full proposal.

19

STEP 2:STEP 2:

FULL PROPOSAL

Due: April 28, 2010by 5:00pm

2020

Full Proposal=Online Application + Proposal Narrative & Attachments

The proposal narrative Includes the following information:

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, FY10 Operating Budget, List of Board of Directors w/ demographic information, IRS Letter of Determination, IRS 990, & most-recent Audit

21

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, if applicable

22

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.

23

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

24

PROGRAM LOGIC MODELS and

OUTCOME MEASUREMENT FRAMEWORKS

(encouraged, but not required)

25

26

27

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.

28

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

29

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

30

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.

31

Proposal AttachmentsProposal Attachments

Supporting DocumentsSupporting Documents

32

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)

33

Proposal AttachmentsProposal Attachments

Letters of CommitmentLetters of Commitment

34

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.

35

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 HCF TA Cadre.

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

36

APPLICATION CHECKLISTAPPLICATION CHECKLIST

37

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 13, 2010

Final Board Approval and Grant Award Announcements- July 22, 2010

38

All grant proposals, financial information and other reports

submitted to HCF are subject to public review and consideration.

39

Key Dates

• Letter of Intent Due: March 24, 2010 (by 5:00 PM)

• Full Proposal Due: April 28, 2010

(by 5:00 PM )

• Grant Awards Announced: July 22, 2010

40

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