Senior Service America, Inc. (SSAI) Bidders’ Webinar – Indiana

1. Senior Service America, Inc. (SSAI) Bidders’ Webinar – Indiana • We will start in 5 minutes. • Please dial in by following the instructions (to see those instructions again click the audio icon)

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3. Technical Details • This webinar is an I-meeting format; please mute your phones during the presentation. • We will have Question and Answer segments throughout the presentation and at that time, you can unmute your phone and talk with the presenters. • You can also ask a question or make a comment by clicking send a note icon

4. Senior Service America, Inc. (SSAI) Bidders’ Webinar Request for Proposal (RFP) Elkhart, Kosciusko, LaGrange, Marshall, Noble and St. Joseph Counties, IN Monday, March 3, 2014 2:00 p.m. EST

5. Webinar details • Today’s Presenter: Chris Garland, National SCSEP Director • Webinar Length 1 hour and 30 minutes from 2:00 - 3:30 p.m. Eastern Standard Time • We may finish early if not all time is needed • Who is on call today?

6. Resource for this Webinar Have a copy of the SSAI RFP for Elkhart, Kosciusko, LaGrange, Marshall, Noble and St. Joseph Counties when participating in this webinar

7. RFP Overview • Introduction • Request for Proposal • Roles and Responsibilities • Funding • Target Population • SSAI SCSEP Performance Measures • Eligibility and Minimum Qualifications for Responding Organizations • Content of the Response Package • Submission of Proposal in Response to RFP • Evaluation Criteria and Selection Process • Notice of Award • Bidders’ Webinar • List of Attachments • Additional Documents to Review

8. Closing Date for Submission Friday, March 14, 2014, 4:00 p.m. EDT

9. Total Estimated Funding of Subgrant: • $111,918 from May 1, 2014 – June 30, 2014 (remainder of PY2013) • $671,508 from July 1, 2014 – June 30, 2014 (PY2014) There will be the opportunity for renewal for the next year following the period specified in this announcement.

10. I. Introduction • Senior Service America Inc. • 45 year old 501(c)(3) national nonprofit • 3rd largest Senior Community Service Employment Program (SCSEP) National Grantee • Headquartered in Silver Spring, MD • Work with a national network of 80 subgrantee organizations to operate SCSEP in 16 states

11. I. Introduction (cont’d) INDIANA • Senior Service America, Inc. is one of four SCSEP national grantees in Indiana • SSAI has served various parts of Indiana since 1972 • Currently, SSAI partners with two (2) organizations; outcome of RFP will be to partner with three (3) organizations • Catholic Charities Fort Wayne/South Bend (CCFWSB) is SSAI’s current subgrantee that serves the counties in this RFP • CCFWSB is ending sponsorship of these counties on April 30, 2014 but will continue as a SSAI subgrantee serving other counties

12. II. Request for Proposal (RFP) • SSAI is seeking a qualified organization to administer SCSEP • SCSEP is Title V of the Older Americans Act • Only federally-sponsored employment and training program for low-income seniors • Multiple missions include promoting useful opportunities in community service job training and moving SCSEP participants to unsubsidized employment, where appropriate

13. II. RFP (cont’d) • SCSEP participants… • Are eligible individuals 55 or older, unemployed, have participated on SCSEP for less than four years, and earn less than 125% of Federal Poverty Guidelines who want or need to re-enter the workforce • Paid federal, state or local minimum wage (whichever is higher) • For work experience at “host agencies” – 501 (c)(3) nonprofit or government training sites • Typically 20 hours per week

14. III. Roles and Responsibilities • Subgrantee • Employ a full-time project director and other personnel necessary for programmatic and financial administration and supervision of SCSEP • Recruit and enroll eligible applicants • Select appropriate host agencies • Promote necessary linkages and partnerships • Comply with SCSEP regulations and policies • Utilize case management method • Meet performance goals outlined in Sponsor Agreement

15. III. Roles & Responsibilities (cont’d) • SSAI • Provides training, guidance, coaching on all aspects of program and financial administration, performance, data collection and SCSEP regulations and policy • Provides technical assistance on SSAI’s person-centered approach to IEPs, community service assignments and unsubsidized placement • Conducts regular compliance and fiscal monitoring

16. IV. Funding • Each subgrant budget has four line items: • Participant Wages and Fringe Benefits • Administrative Costs (Adm) • Other Program Costs (OPC) • Nonfederal Share of Costs/Nonfederal Match

17. Subgrant Budget The subgrant award is in two parts which total fourteen months. The first subgrant is from May 1, 2014 – June 30, 2014 and the second subgrant starts on July 1, 2014 and ends on June 30, 2015

18. V. Target Population • Eligible participant • Priority of Service for Individuals with Multiple Barriers to Employment • Individual Employment Plans (IEP) • Unsubsidized Employment • Community Service Work-Based Training

19. V. Target Population (cont’d) • Host Agencies • Maintenance of Effort • Other Permissible Training • Coordination with American Job Centers, State and Local WIBS, AAA and other SCSEP providers

20. VI. SSAI SCSEP Performance Measures Measures while participant is on SCSEP • Service level or number of eligible individuals served • Community Service Hours • Most-in-Need (MIN)

21. VI. Performance Measures (cont’d) Measures after participant exits – WIA Common Measures • Entered Employment • Retention • Average Earnings *SSAI unsubsidized placement goal *Spend 100% of subgrant funds by June 30th of each year

22. VI. Performance Measures (cont’d) Additional Indicators – set by Secretary of Labor • Retention in Unsubsidized Employment For One Year • Satisfaction Level of Participants, Employers and Host Agencies • Volunteer Work Indicator

23. VII. Eligibility and Qualifications of Bidders • Any 501(c)(3) non-profit agency • Any government agency That… • Meet the goals, standards and policies of SSAI for providing SCSEP, as described in this RFP

24. VIII. Content of Response Package • Attachment A – Application Face Sheet • Attachment B – Complete Narrative Responses • Attachment C – Minimum of 2 letters of support from partner organizations • Pg. 18 of RFP - #7 – attachments requested

25. IX. Submission Instructions • All requested documents transmitted electronically • MS Word or Adobe PDF or combination • Do not send Zip files • Email address: sga2012@ssa-i.org • No later than 4:00 p.m. EDT on Friday, March 14th • SSAI will email you acknowledging receipt of application

26. X. Evaluation Criteria Proposals will be evaluated based on the following criteria: • Organizational Capacity – 25 points • Program Design and Approach – 40 points • Administrative and Fiscal Qualifications – 35 points • Applicants must score a minimum of 70 points to be considered for funding. • Review committee will be comprised of SSAI staff. • SSAI reserves the right to seek additional information from Applicants, potentially including site visits or agency interviews.

27. XI. Notice of Award • SSAI will announce the contract award no later than Friday, March 28, 2014 • SSAI will notify all applicants of decision by email • SSAI will facilitate transition activities of SCSEP in April 2014

28. XII. Bidders’ Webinar, Questions & Technical Assistance • Today  • Anyone else join? • Q&A • Review questions received to date • Take any new questions from attendees on today’s webinar • Not sure if webinar recording can be posted; in process of changing vendors

29. XIII. Attachments • Attachment A – Application Face Sheet and Checklist • Display • Attachment B – Narrative Response • Display

30. XIV. Additional Documents to Review • 2010 SCSEP Final Regulations • 2006 Older Americans Act Amendments • 2014 Federal Poverty Guidelines TEGL No. 11-13 • Revised Income Inclusions and Exclusions TEGL 12-06

31. Key Dates/Timeline • RFP Issued – February 20th • Bidders’ Webinar – March 3rd • Last Day to Submit RFP Questions – March 11th • Proposal Submission Deadline – March 14th • Grant Announcement – By March 28th • Transition Activities – April 2014 • Initiation of Services – May 1, 2014

32. Questions? Raise Your Hand or Send Me a Note

33. Thank you for attending today’s bidders’ webinar.