Government

Foundations

Corporations

Donations

Fundraising

www.miamidade.gov/Grants

www.grants.gov

http://www.myflorida.com/apps/vbs/vbs_www.main_menu

www.cfbroward.org

www.nova.edu/library/about/collection/fcindividuals.html

www.floridafunding.com

www.grantstation.com

www.foundationcenter.org

www.cscbroward.org

Strategy – start with the desired result then develop procedures that will ensure a profitable finished product.

Desired Result is defined as: meeting or exceeding “Contract Compliance” or by increasing “General Fund” revenue.

Grant Research ($, In-kind, special requirements)

Grant Funding

Application Process (Deadline)

Award Process

Implementation Process

Monitoring & Amendments

Reimbursement

Audit & Record Retention

Monitor and track Document Flow and Retention

- Become proficient in “paper trail” management

Liaison for Funder and Nonprofit- Most Funders appreciate “One Stop Shopping”

when auditing or reviewing project progress as well as “immediate response” communication.

Board of Directors- Active / Passive- Liability- List (Home/Business Address; Phone No., Experience)

IRS Board Governance Compliance- Comparability Data for Compensation- Family Relationship / Business Relationship- Conflict of Interest Policy- Financial Policy & Procedures- Review of Form 990

Organization History Organization Chart Bylaws Articles of Incorporation 501c3 Determination Letter Licenses (other credentials) Resumes (staff and experience vita for

Board) Mission Statement Activities / Programs / Services

RFP – Request for Funding

NOFA – Notice of Funding Availability

ITN – Invitation to Negotiate

Discretionary Grant or Competitive Grant

Formula Grant

BID RFP – Bid request for a proposal

Foundation Grant

What is the Funding Source “Primary” focus Writing Styles - NARRATIVE - GOALS & OBJECTIVES

Statement of Need Goal

Program Description Measurable Objective

Agency Capability Strategy

Sustainability

Timeline

Evaluation

Personnel (salaries & Fringe Benefits) Equipment Program Supplies (workbooks, art supplies) Supplies (copy paper, pencils, etc.) Operational Costs (insurance, rent, etc.) Workshops Consultants

Letters of Support- Service Agencies- For Profit Companies- Government

Memorandum of Understanding- Scope of Services per Agency

Outside Evaluators (Universities, Companies)

Qualitative – Performance Reports on Quality of Programs

Quantitative – Financial Reports on how $’s spent

SINGLE AUDIT – If receive Federal Funds or Funder requests based on $ expended.

- Single audit means an audit which includes both the entity's financial statements and the Federal awards as described (OMB A-133)

- Fed’s require if expend over $500,000/yr

- > $5K/yr? Still need to keep records for review or audit by Federal agency, pass-through entity, and General Accounting Office (GAO)

IRS requires 3 years for all of the Organizations documents

Federal Grants require between 3 to 5 years

Some funders may require up to 7 years