CFA FORUM

WELCOME Mid-Hudson Region

MID-HUDSON CLUSTERS

CONSOLIDATED FUNDING APPLICATION

2011 CFA Round

CFAs Received: 315

Total Funding Requests: $1,739,355,168

CFA’s by County:

Dutchess: 52

Orange: 39

Putnam: 16

Ulster: 31

Rockland: 30

Sullivan: 20

Westchester: 84

Multi-County: 43

www.nyworks.ny.gov

CONSOLIDATED FUNDING APPLICATION

NYS Agencies under the 2011 CFA Process:

Empire State Development

Energy Research and Development Authority

Homes and Community Renewal

Department of Transportation

Environmental Facilities Corporation

Parks, Recreation and Historic Preservation

Department of State

Department of Labor

NYS Canal Corporation

Private Activity Bond Cap (Industrial Development Bond Cap)

No guarantee that the 2012 Agency List will remain the same!!!

CONSOLIDATED FUNDING APPLICATION

2011 Priority Projects Criteria - Priority Given to

Projects and Actions that:

Advance Economic Development Plans

Provide a Positive Economic Benefit

Are Ready to Go

Provide Potential for Growth

Improve or Enhance Infrastructure

Provide a Healthy Housing Mix

Enhance Workforce Development

Protect or Enhance Natural Resources

No guarantee that the 2012 Priority Projects Criteria will remain

CFA ENDORSEMENT STANDARDS

1. Regional Economic Development Vision

(5%) - 1 Point

2. Process (10%) - 2 Points

3. Strategies (35%) - 7 Points

4. Implementation (15%) - 3 Points

5. Leverage Resources (15%) - 3 Points

6. Performance Measures (20%) - 4 Points

SIX SCORING CRITERIA

MAXIMUM OF 20 POINTS

CFA ENDORSEMENT STANDARDS

1. Regional Economic Development Vision

(5%) -1 Point Max

The proposal advances the Regional Council’s

vision statement (1 point)

2. Process (10%) - 2 Points Max

The proposal demonstrates community and

stakeholder support (1 point)

The proposal demonstrates regional support

(1 point)

CFA ENDORSEMENT STANDARDS

3. Strategies (35%) - 7 Points Max

Addresses one or more critical issues and/or

advances significant economic development

opportunities identified in the region’s plan

(2 points)

Advances a specifically identified industry cluster

within the region’s plan (2 points)

Advances a stated strategy within the region’s plan

(1 point)

Acts as a catalyst for other projects or initiatives that

advance strategies identified by the regional plan

(2 points)

CFA ENDORSEMENT STANDARDS

4. Implementation (15%) - 3 Points Max

Demonstrate readiness for implementation

(1 point)

Project can be completed within a three- year

timeframe (1 point)

Project can be completed within a one- year

timeframe (1 point)

CFA ENDORSEMENT STANDARDS

5. Leverage Resources (15%) - 3 Points Max

Project leverages more than 50% of the costs from

other sources (1 point)

Project leverages more than 75% of the costs from

other sources (1 point)

Project leverages opportunities for partnerships

(education, non-profit, public agencies, private,

other) (1 point)

CFA ENDORSEMENT STANDARDS

6. Performance Measures (20%) - 4 Points Max

The proposal can be monitored and evaluated

against the Council’s performance measures

(2 points)

The proposal contributes to the measurable

success of the strategic plan (2 points)

CFA ENDORSEMENT STANDARDS

What does this boil down to?

YOU MUST KNOW AND

FULLY UNDERSTAND

THE REGIONAL

STRATEGIC PLAN

GRANT RESOURCES

So…Where Do I Start?

Grants Action News: www.assembly.state.ny.us

NYS Citizens Guide: www.nysegov.com

Federal Grants: www.grants.gov

Catalog of Federal Domestic Assistance (CFDA):

www.cfda.gov

Foundations: www.foundationcenter.org

5 BASIC STEPS TO START A GRANT

1. Two page narrative/concept paper

2. Establish Goals and Objectives

3. Establish a realistic Budget

4. List Outcomes and Deliverables

5. Gantt Chart

“BAKER’S DOZEN RECIPE”

1. Read ALL the instructions

2. Don’t try to fit a square block in a round circle

3. Reply to the questions asked directly and with a focus

4. Follow the submission instructions

5. Follow the rules for your budget

6. If leverage and match are required – know the difference and provide documentation

“BAKER’S DOZEN RECIPE”

7. Support letters are key

8. Provide a statement of consistency with planning documents

9. Narrative must describe and support deliverables, impacts and outcomes

10. Collaborations and partnerships are critical

11. Create a timeline for submission

12. Be careful of what you ask

13. Always request an exit interview

ADDITIONAL GRANT TRAINING

For additional Grant Training Workshops and Information, please contact:

Joseph Czajka Vice President Research and Grants

845.565.4900

jczajka@pfprogress.org