United Way Request For Proposals Training for Applicant Agencies

1. United Way Request For Proposals Training for Applicant Agencies Assisting Vulnerable Seniors and Adults with Disabilities July 10, 2009

2. United Way’s Move to Community Impact Bob Nelkin, President & Chief Professional Officer

3. Executive Committee Agreement Changes to Allocation ProcessJune 15, 2006 • Open Allocations Process • Focused on Critical Community Needs • To Performance Based Organizations • Achieving Measurable Outcomes Against Specific Objectives

4. United Way Brand • Well managed by professional staff • Well governed by a volunteer board using best practices • Financially sound • Demonstrating results for a population with great needs

5. Three Key Steps in ImplementingThe New Strategic Direction IDENTIFY/ADDRESSCRITICAL COMMUNITY NEEDS RAISE FUNDINGFOR SELECTEDNEEDS/AGENCIES SELECT AGENCIESWITH GREATESTIMPACT ONCRITICAL NEEDS

6. United Way of Allegheny County Mission:…to Get Maximum Impact for Donor $ DONORCONTRIBUTIONS HEALTHANDHUMANSERVICENEEDSINALLEG.COUNTY HEALTHANDHUMANSERVICEAGENCIESINALLEG.COUNTY BESTPERFORMINGAGENCIES(IN CRITICALNEED AREAS) MOSTCRITICALNEEDS(WHERE DONORS CANHAVE IMPACT) IMPACT

7. From Success measured in dollars raised Funding needs defined by agencies Sole focus on agency outcomes To Success measured in impact against desired outcomes Funding strategies implemented by agencies and other partners for community impact Ultimate focus on community outcomes Making the Shift

8. Community Impact • Review Connecting Progam Outcome Measurement to Community Impact, United Way of America • Discussion

9. Allocations RedesignRFP Steps, Requirements & Scoring Criteria Jenny Michaux, Director Community Impact

10. Needs Assessment Results Focus Impact Fund allocations to achieve better outcomes for: • Teens, Young Adults and Children • Seniors & Adults with Disabilities • Financially Struggling Adults & Families

11. Phase-in for Multi-Year Allocations & Funding Periods during Transition (revised): Children/Teens/Youth Need Area • Year 1 - Oct 1, 2008 to Sept 30, 2010 (8 quarters-extended fm 7) • Year 2 – Oct 1, 2009 to Sept 30, 2010 (4 quarters) • Year 3 – Oct 1, 2010 to June 30, 2013 (11 quarters) Seniors/Adults with Disabilities Need Area • Year 1 – April 1, 2009 to Mar 31, 2011 (8 quarters-decreased fm 9) • Year 2 – April 1, 2010 to Mar 31, 2011 (4 quarters) • Year 3 – April 1, 2011 to June 30, 2014 (13 quarters) Financially Struggling Families • Year 1 - Oct 1, 2009 to Sept 30, 2012 (12 quarters-extended fm 11) • Year 2 – Oct 1, 2010 to Sept 30, 2012 (8 quarters) • Year 3 – Oct 1, 2011 to Sept 30, 2012 (4 quarters) • Year 4 – Oct 1, 2012 to June 30, 2015 (11 quarters)

12. Vulnerable Seniors & Adults with Disabilities2008 RFP Process • 31 Agencies Submitted Step 1 Forms • 12 Agencies Invited for Step 2 • 7 Agencies Invited for Step 3 Site Visits • 5 Agencies Selected for 2-Year Grants

13. Schedule for Seniors/Adults with Disabilities • RFP Announcement – July 1, 2009 • Orientation & Training for Step 1 – July 8 & 10 • Step 1 forms due August 3, 5:00 pm • Agencies invited for Step 2 applications - Sept 8 • Training for Step 2 - Evaluation/Measurement – Sept 14, 16 • Step 2 forms due Sept 28, 5:00 pm • Agencies invited for Step 3 participation Oct 16 • Site visits occur Oct 21- 28 • Recommendations to Impact Cabinet Nov 3

14. Review & Selection of Proposals • Volunteers assist UW staff with the reviews (corporate/business, public sector, community, foundation and university volunteers) • UW staff & volunteer review teams report recommendations to the Selection Committee • Selection Committee reports recommendations to the Impact Cabinet • Impact Cabinet reports recommendations to the Executive Committee and the full Board

15. Criteria for Selection • The program serves a population with great needs • The program utilizes a sound approach • The program achieves measurable results • Program achieves or leads to community-level outcomes that are aligned with United Way’s preferred long term outcomes

16. Criteria for Proposal Reviews • Population with Great Needs: • Serves one or more of the target populations • Serves high need neighborhood/s

17. Criteria, Cont’d. 2) Utilizes a Sound Approach: • Evidence that program or model is effective • Response to cultural norms of participants • Key public and private partners have endorsed the proposal • Collaboration is part of the program’s design, or partnerships are in place

18. Criteria, Cont’d. • Budget is reasonable/appropriate use of UW funds for new, expanded, enhanced service • Sustainability and ability to leverage other dollars

19. Criteria, Cont’d. 3) Achieves Measurable Results: • Evidence that program achieves desired outcomes • Reliable data system (to record participant demographics, participation and results) which is part of process for continuous improvement

20. Criteria, Cont’d. 4) Program Achieves or Leads to Community-level Outcomes Aligned with United Way’s Preferred Long Term Outcomes: • Works across systems • Initiates or leads to policy or system changes • Designed to prevent serious problems in future • Could be replicated more broadly • Impacts well-being of the community

21. Review of RFP Process Three Step Application Process: Step 1 – Agency Cover Page, Budget Summary, Proposal Summary & Logic Model plus Organizational Eligibility Tool Step 2 – Full Proposal with Logic Model, Evaluation Plan plus Agency Capacity Self-Assessment Tool, Audit, IRS Form 990, Board list Step 3 – On-site Visit

22. Organizational Eligibility Tool • It is scored on Pass/Fail basis • Agency must be in compliance with local, state, and federal statutes related to: • Board Governance • Legal and Ethical Considerations • Financial and Administrative Practices • Resource Development • UW Identified Industry Best Practices

23. Assessment Process • (say what you do and why) Define Organizational Aspirations and Purpose • (do what you say you do) Demonstrate ability toevaluate and modify their programs and services • (prove it) Demonstrate consistent measurement and communicate their impact

24. Leadership(Board & Organization): Vision, Mission, Culture, Strategic Planning & Leadership Development, Organizational Alignment, Decision Making Processes Measurement: Setting and monitoring Goals & Performance Targets, Planning Systems, Benchmarking Results: Extent to which the organization consistently achieves its targeted outcomes (client goals, employee goals, quality/productivity goals, growth goals, financial goals) Continuous Improvement: Evidence of continuous improvement culture, improvement of programs and processes Key Indicators of High Performance

25. Critical Needs Vulnerable Seniors and Adults with Disabilities in Allegheny County Mary Phan-Gruber, Consultant

26. Aging in Allegheny County, PA • Older, more disabled, more below poverty level • Dispersed to suburban municipalities • More single households • Growing housing & basic living expenses; Old housing stock • Increasing # of seniors struggling to care for adult children with disabilities • Low engagement in preventative care/health and wellness programs

27. Increasing Poverty Among Seniors

28. Poor Seniors Are Primarily Women

29. Nearly Half of Age 75+ SeniorsHave Disabilities

30. Population Growth Among “Old-Old”with More Seniors in the Future

31. Senior Female House-holders Living Alone Female Senior Alone

32. Poor Senior Pop-ulation, Age 65+and Senior Ctrs.

33. Disability, by Age Group

34. Caregiving is a Family Affair • 80% of all care provided to older adults in our country is provided by family members • A recent study sponsored by Evercare, Survey of the Economic Downturn and its Impact on Family Caregiving, revealed: • In last 12 months, 21% of caregivers report moving into the same household with their loved one.   • One in three working caregivers reports having to work more hours or get an additional job. • Six out of ten caregivers who reported increasing their caregiving spending also reported having difficulty paying for their own basic necessities.

35. Caregiving of Adults with Disabilities • Concern regarding number of older adults who are no longer able to support care of disabled adult children without outside assistance • Over 40% of people registering for mr/dd care from 2004-2007 did not receive subsidies • 67% of 6,000 registrants were adults aged 21-64

36. Volunteer Shortfall • The need for volunteers to serve frail seniors reveals a shortfall of nearly a third in meeting the demand in recent UW Study • The core group of volunteers are older adults who themselves are aging

37. United Way Focus Assisting Vulnerable Seniors and Adults with Disabilities

38. UW Target Population • Seniors (age 65+) at 125%-300% of the federal poverty guidelines, & need more home & community based services • Seniors with one or more functional disability • Seniors over age 85 • African American or single female seniors • Living in area with high no. of poor seniors lacking adequate access to home & community-based services • Isolated Seniors who live alone with one of these above listed risk factors • Adults with disabilities without access to MR/DD subsidized services

39. UW Preferred Outcomes • Long-Term Outcomes • Increase number of frail/vulnerable seniors or adults w/ disabilities who remain safely in homes or in a least restrictive setting • Increase the number of caregivers able to keep their family members at home

40. UW Preferred Outcomes • Supporting Outcomes • Increase in preventive services (safety checks, home modifications, clinical prevention services) • Increase in adequate/improved nutritional, health, and functional status • Increase in access to subsidized programs (rent rebates, tax abatements, SSI) • Increase no. of families with integrated and enhanced access to subsidized services/supports to families with vulnerable senior caregivers and adults with disabilities

41. Vulnerable Seniors & Adults with Disabilities2008 RFP Process Five agencies funded for two years through 2008 RFP: • AgeWell Pittsburgh (collaboration of JCC, JAA and JF&CS) 15 programs to help additional 430 vulnerable adults live independently at home • East Liberty Family Health Center- 100 homebound seniors receive in-home visits by nurses & medical assistants • Family Services/Interfaith Volunteer Caregivers assist 2000 seniors through congregational volunteers • Northern Area Co/Multi-Service Center—serve seniors and people with disabilities living in 16 county public housing communities. • Vintage-Chronic Disease Self-Management Program trains seniors to manage disease and improve health.

42. What has the UW learned? • Agencies have difficulty with “results orientation” • Database development is a process • Organizations can transform themselves

43. Evidence-Based Practice • Synthesis of scientific evidence to improve quality and effectiveness • Explicit approach to problem solving and continual professional learning using current best evidence • Programs or practices proven to be successful through research What is the evidence base for an intervention or program?

44. Evidence-Based Approach: Resources • National Registry of Evidence-based Programs and Practices (NREPP), Substance Abuse and Mental Health Services Administration (SAMHSA): http://www.nrepp.samhsa.gov/ • Agency for Health Care Research and Quality (AHRQ): http://www.ahrq.gov/clinic/epcix.htm

45. Aging Best Practices • Identify evidence base • Review programs that best fit your objectives • Target population • Risk and protective factors • Program resources • Develop and/or revise your program based on review

46. Using the e-CImpact Online RFP Application Process Presentors: • Mary Phan-Gruber, Consultant • Andy Rind, Senior Manager, Northern Area Multi-Service Center (former UW)

47. e-CImpact Online RFP Application • Use of online grant applications spreading • Web-based system allows agency users unlimited access to enter and modify until submission • Each agency has its own website and can control user access • Creates efficiency for UW in information management and reporting impact

48. Using the e-CImpact Online RFP Application Process • We will follow the Online Checklist—feel free to make notes. • We will display the application screens—you will see similar screens in the training manual. • Manual will also be on our UW website as well as the Resource Center section of the online RFP application. • PASSWORD- We will supply your user name and password at the end of the session.

49. Logic Model and Evaluation Plan Susan ChaseConsultantOpen Minds LLC412.855.3290chase.susan@gmail.com

50. Logic model • Picture of your program or intervention • Graphic representation of the “theory of action” – what is invested, what is done, and what will result Wisconsin Extension Services