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HomeMy WebLinkAboutCOM 0934.002 2022-2024HOLEKA GORO INABA Chairperson MICHELLE M. GALIMBA Vice Chair CINDY EVANS JENN KAGIWADA MATT KANEALI'l-KLEINFELDER ASHLEY KIERKIEWICZ HEATHER L. KIMBALL SUSAN L.K. LEE LOY REBECCA VILLEGAS HAWAPI COUNTY COUNCIL LEGISLATIVE APPROVALS AND ACQUISITIONS COMMITTEE County ofHawai'i West Hawai'i Civic Center, Bldg. A 74-5044 Ane Keohokalole Hwy. Kailua-Kona, Hawai'i 96740 DATE: September 12, 2024 TO: Heather L. Kimball, Chair And Members of the Hawaii County Council FROM: Dr. Holeka Goro Inaba, Council Member Council District 8 SUBJECT: Submits draft documents for discussion regarding Communication No. 934.1 Regarding the upcoming Waiwai Nonprofit Grant cycle Please see the documents attached and listed below for discussion with regard to Communication No. 934.1 as it related to the work of the Waiwai nonprofit grant ad hoc committee that was created on July 23, 2024, via Communication No. 934 regarding the upcoming County Waiwai Grant cycle. • Recommendations Report of the Permitted Interaction Group on County Waiwai Grants • FY 2025-2026 Waiwai Grant Application DRAFT • FY 2025-2026 Waiwai Grant Application Logic Model Reference • FY 2025-2026 Waiwai Grant Application Scoring Rubric DRAFT • Guidelines for the Use of Grant Funds: Waiwai Grants -in -Aid DRAFT • FY 2024-2025 Waiwai Six -Month Progress and Final Reports DRAFT • FY 2024-2025 Waiwai Report Budget Form DRAFT The information to be presented by the ad hoc committee is within the scope of the permitted interaction group as was created: 1. To evaluate and review the 2024-2025 application process; and 2. To discuss and provide recommendations for improvements to the 2025-2026 application process; and 3. To develop a scoring rubric for the 2025-2026 application process; and 4. To make recommendations on the six-month progress and final reports and review processes. Comak. N�FE_ HGI.jv.wpb Ref. To: Ref. Date 2024 Recommendations Report Of the Permitted Interaction Group on County Waiwai Grants Communication No. 934, transmitted by Vice Chair Dr. Holeka Goro Inaba, dated July 2, 2024, established a permitted interaction group for the County Waiwai grants program. The group met on August 30, 2024, to discuss various improvements and developments. These recommendations are put forward for consideration and discussion. 1. Recommendations for Improvements to the 2025-2026 Application Process The group emphasized the importance of ensuring that all components of the grant application are included as part of the contract. There was a discussion on clarifying the distinctions between the missions of fiscal sponsors and the programs they support. Additionally, the group focused on enhancing training and resources to prevent errors in the application process, particularly concerning the logic model, required forms, and requested expenses. The need for standardizing the budget template across grant programs was also considered, along with the need for pre -determined funding priorities and clear definitions for budget categories. It was proposed that administrative and overhead costs be defined as expenses that would be incurred by the organization, regardless of a specific program or service being offered by the organization. To address these points, the group proposed incorporating language into the Certificate of Understanding to clarify that all parts of the application are part of the agreement. They recommended revising the application to include a separate question addressing the mission of programs under fiscal sponsors. The development of new training materials on allowable and unallowable expenses was suggested, along with a revamp of existing resources. The budget template was to be improved to include descriptions for income sources and expenses, a line for administrative and overhead costs, and provisions for applicants to self -determine the allowability of grant requests. 2. Scoring Rubric for the 2025-2026 Application Process The group stressed the need for alignment with the application and accessibility to applicants before the application period begins. It was recommended that the lowest possible rating on a 6-point Likert scale be a zero score for deficient application responses. Furthermore, the inclusion of a subjective metric to assess programs based on community priorities was suggested. The action items included revising the scoring rubric for alignment and scale, adding a notes section for reviewers, detailing scoring criteria for the logic model, sustainability plan, and budget, and incorporating a +/- 5% bonus section for addressing underserved needs. Additionally, training on the revised rubric and scoring was proposed for reviewers 3. Recommendations on Six -Month Progress and Final Reports and Review Processes Regarding six-month progress and final reports, the group highlighted the need for clear budget sheets in reports and discussed clarifications on program funding, administrative costs, and reporting requirements. To address these issues, the group proposed developing a budget template for grantees to track awarded versus actual funds and circulating six-month and final report templates with upcoming grant contracts. FY 2025-26 Application Form The purpose of the County of Hawai'i Nonprofit Grants -in -Aid (Waiwai Grants) is to support qualified nonprofit organizations to carry out programs or services that yield direct benefits to the public and accomplish public purposes within the County of Hawai'i. This grant is coordinated by the Hawai'i County Council in partnership with the Department of Finance. A sum of at least $2.5 million is available on an annual basis through this grant program. Applications will be accepted and can be modified/corrected until submitted to the County of Hawaii. The deadline for submission is 11:59 PM HST on January 31, 2025. What you submit electronically is what the County of Hawaii will receive. Applicants are responsible for ensuring all documents and information provided are complete and accurate before submission. Errors, missing documents, and/or other noncompliance areas will result in your application's immediate disqualification. We urge you to review your submission with extreme care. To resolve any technical problems you might encounter, we encourage you to begin the application process as soon as possible. Each organization is permitted to submit a total of two applications. Each application is limited to a request of up to $50,000. Applications submitted through a nonprofit fiscal sponsor are not counted towards the sponsoring organization's two limit application limit. Any application shall be disqualified if: • Travel funding for training/conferences is requested. • The total score of the application is less than 70%. • Administrative and overhead costs exceed 10% of the total application request. Administrative costs are those incurred by grant recipients or sub -recipients in support of the day-to-day operations of their organization. These overhead costs are the expenses that are not directly tied to a specific program purpose. IMPORTANT NOTICE: Please ensure that you provide the correct email address to save your application progress before submission. Upon saving your application progress (before submittal), you will receive an email containing a link to take you back to your application. Do not lose or delete that email. The link that is provided cannot be retrieved or duplicated by our system. If your application is in progress and your link is lost, you will have to start the application process over. For questions regarding documents required to be submitted with your application, contact: Lisa Tada, Budget Specialist, at (808) 961-8489. For questions regarding the preparation and submission of the application or concerning the overall grant process, contact Jessica Valdez at jessica.valdez@hawaiicounty.gov or 808-961-8387. ***BEGIN NEW SECTION —"Contact °*** Contact Information Organization/Contact Information 1. Nonprofit Organization Name (As KAppears onIRS Forms) %. Nonprofit Organization Mailing Address Street Address Address Line 2 City State/Province/Reg/on PostokZ/P[nde Country 3. Nonprofit Organization Physical Address (if different from above) Street Address Address Line J City State/Province/Reg/on PostokZYP[ode Country Nonprofit Organization Director 4. Title Suffix First Name Lost Name Contact Person for Grant Correspondence This person will be the primary point of contact for all communication related to this grant proposal and award. 5. Title Suffix First Name Last Name 6. Phone Number for Contact Person for Grant Correspondence 7. Email Address for Contact Person for Grant Correspondence 8. Are you serving asafiscal sponsor for this application? o Yes o No ***BfGINhUEWSECT7ON— °*** Progranm/SerwiceInfmrn,ation 1. Program/Service Name 2. Number of years the program/service you are applying for has been in operation. 3. Has your organization submitted, or does it plan to submit, two Waiwai Grant applications for a pro0ram/semiceon its own behalf? Please note that applications submitted through nonprofit fiscal sponsor do not count toward your organization's two -application limit. o Yes o No � (Note for the programmer: Only allow question #4 to be prompted if the applicant selects "Yes"' for question #3.) 4. Please name which program/service your organization is applying for under the Waiwai Grant that you consider the highest priority for funding. 5. For the program/service for which you are applying, do you currently have or anticipate having any other contracts/agreements with any other department of the County of Hawai'i during the fiscal year ofthis grant cycle (July 1,2O2G'June 3O,2O26\? o Yes o No 6. if you answered "yes" to the previous question, please tell us with what department and briefly describe the contract/agreement deliverables. 7. Have you previously applied for and received a County Nonprofit Grant Award within the last five years? o Yes o No 8. If you answered yes, please complete this table: Program/Service Name Amount of Grant Award 9. Select all areas of Hawai'i Island where the program/service will be administered, delivered, and implemented. F]Puna F-]H5m5kua [—lNorthKona F� F� [� �_/SouthHi|o North ��5outhKona 10. If multiple boxes were checked in the previous question, please briefly describe your capacity and plan to outreach to those geographic areas. 11.Identify the age group ofthe target audience(s) the program/service will serve. F-1 Infancy (0-3) 0 Play Age (3'5) F-1 School Age (6-11) [:] Adolescence (12-17)oYoung Adulthood (1O-39) F1Middle Adulthood (40-59) F—lKupuna(GO+) 12. Identify the primary services oractivities tobeprovided. Educational concerns [—lCu|tureandthearts Needs ofthe poor E:]Victims ofHealth orSocial Crises Youth R Aged F-1victims ofCrimes F-1Physical/Emotional Disabilities F� Public health and welfare of the people and the environment |nyears past, applicants were asked to provide the County with an amount needed to advance their program orservice. The County receives more than 200 applications for grants-in-aid each year, resu|tinginnear|yeveryapp|icantgettinAa"s|ice"ofvvhattheyrequestedandsornebeingunab|eto advance ontheir proposal. VVerecognize this grant isasmall piece ofyour larger operation. So, please identify a realistic amount that accurately reflects your need to carry out your program or service. Be thoughtful in what you need as'the County will make a yes/no determination on the amount you are applying for. 13. Identify the amount of funds you are applying for. Must be equivalent to or less than your estimated expenditures. o $25,000 n $30,000 o $35,000 o $40,000 o $45,000 o $50,000 ***8EG/NNEW SECTION - K]HARGE& Ripple ** Tracking CHANGE & Ripple Effect CHANGE Framework Sections: Please select indicators from only ONE sector ofthe CHANGE framework that best applies to the program/service you are requesting funds for (Community & Economy, Health &VVeUness, Arts& Culture, Natural Environment, 6overnnnent& Civics, or Education). Donot select indicators from more than one sector. (Note for the programmer: Allow only one section to be selected.) 1. Does your program/service advance any of the following? o Community & Economy Sector o Health & Wellness Sector o Arts & Culture Sector • Natural Environment Sector o Government & Civics Sector • Education Sector Community & Economy Sector Your program/service works to build a diverse and growing economy that allows people to earn incomes and build assets while also affording opportunities for quality of life. 2. Community & Economy - Select all indicators that apply to your program/service. [-1Diversifies economy F-1Builds income, wealth, assets [-]|noreaseshousing security/affordability [-1Reduces oraddress the cost ofliving Builds community network F-1 increases community safety [l increases community capacity to adapt and/or be self-sufficient Health & Wellness Sector Your program/service works to provide access to care that improves the quality of life on Hawai'i Island and keeps 'ohana safe and thriving. Health & Wellness ' Select all indicators that apply toyour proQnam/service. F- |Addressesphysidanshortages Reduces healthcare costs [-1 increases access to nutrition Provides resources for kupuna care [-]Addresseschildhood poverty [-lProvides services for at -risk youth R|nnprovesaccess tu mental/behavioral health services Arts & Culture Sector Your program/service cultivates Howmi?xrich culture and arts, which enriches the social, economic, and physical elements of community. 4. Arts&Culture -Select all indicators that apply tnyour progranvsenice. F]Supportsarts education for youth RPromotes Native Hawaiian Culture | Provides access and opportunities to participate and practice arts and culture ��Supports economic opportunities inthe arts Natural Environment Sector Yourprogrann/sprvice works to protect and preserve our natural resources and to keep Hawmil Natural Environment - Select all indicators that apply to your program/service. Fl Builds resilience toclimate change [—1 Promotes renewable resources [—] Reduces dependency onfossil fuels F—lProtectswater resources [-1Promotes local food resources and security ElProtects biodiversity [-1Protects watersheds and important natural environments F-1Protects reef and ocean health Government & Civics Sector Your program/service works to position Hawai'i as a model for local and global civic responsibility and collaborative policy development. 6. Government & Civics-SelectaUindicators that apply to yourprogram/senvice. F-1Builds community volunteerism FlHelps todevelop community leaders [—\ Increases voter participation F7 increases civic engagement F-1Promotes government transparency F-7Builds trust ingovernment | |Prornotescornmunityinveutment Education Sector Your program/service works to educate the next generation properly so we can hope to find solutions to our most persistent and disruptive challenges. l Education - Select all indicators that apply toyour prograrn/senvioe. [—1 Reduces truancy 1:1 Increases earning potential F� Increases high school graduation rate F-1 Increases literacy F-1Increases access tnSTEAM education [—1Provides workforce development 1-1Improves access topost-secondary education [—] increases quality and access toearly childhood education ***BEGIN NEW SECTION - "Program/Service Details"*** Please keep in mind that character counts include punctuation and spaces. Note: organizations are required to have at least one year of experience with the proposed program/service OR can demonstrate sufficient expertise. 1. Provide the nonprofit organization's mission statement. 2. If this application is for a program/service using a nonprofit organization as a fiscal sponsor, provide the mission statement of the organization carrying out the program/service. 3. In 500 characters, provide a brief narrative about your organization's experience, knowledge, and capacity to carry out the proposed program/service. 4. In 1,000 characters, briefly describe the program/service you are seeking grant funds for. ***BEG/NNEW SECTION — O8jectiwes& ce°*** Program/Service Objectives & Performance The next set of questions will provide grant application reviewers a clear sense of what your proposal is designed to accomplish and what is needed toget there. Please keep in mind that character counts include punctuation and spaces. 1. In 1,000 characters, explain the community need the program/service intends to fulfill. Evidence (data/oitatiuns) documenting the need must beprovided. 2. |nbullet form, describe the ways your program/service advances the CHANGE category you selected? (500 character limit) Please reference the table below when filling out the following questions: LOGIC MODEL for INPUTS ACTIVITIES OUTPUTS MEASUREABLE OUTCOMES What resources do Dyau What major things will you What q—til7ableres.1ts will What are the measurable outcomes for the puDbficond need to carry out activities do to achieve your your activiti� achieve In participants based on your activities? to achieve outputs? indicators? order to meet Indicators? ^ Click or tap here to enter inputs. ~ /nuudem-mna services, contributions. Examples: ° 1program m=namer' 50mFTE (20hrs/wk ° zprogram staffers — 1o0%rre(4oxrs/wW ° Clickmtap hereto enter activities. ° What will your program do? Exmmoles� , 2-mm,mmmunxv awareness workshop . Local school presentations , Click or tap here to enter outputs. ° Outputs usually begin with anumber and correlates with ^ specific activity, = 4commun/ty awareness workshops conducted. Ave. � � auermanceop*o SHORT-TERM , Click aruap here to emer^m,rt-term meaummeoutcnme5, " What are the immediate changes that will occur within the following weeks and months? # After attending the LONG- TERM ° Click "/ tap here to enter medium to long- term measurable outcomes, , what are the intended changes that will occur vwm/nthe following years and decades' ExarnpW 8. Input in bullet form, what resources do you need to carry out the activities to achieve outputs? 4. Activities In bullet form, what major things will you do to achieve your indicators? S. Outputs In bullet form, what quantifiable results will your activities achieve to meet indicators? 6. Measurable Outcomes in bullet form, what are the measurable outcomes for the public and participants based on your activities? 7. In bullet form, describe a sustainability plan to support the proposed program beyond the grant period 1oinclude: a. One or more strategies to be implemented, b. If any, who the sustainability partner(s) is/are (and their roles/responsibilities), c. Any other business planning efforts to be undertaken and d. Significant challenges and/or barriers you anticipate encountering (or are encountering) and how the program/service will address those challenges/barriers. ***BEGIN NEW SECTION — "Program/Service Budget"*** Program/Service Budget Complete the program/service budget, which clearly identifies how your organization will utilize the grant funds being sought. Program/Service Income CASH Anticipated Committed Total Income Income Description Waiwai Grant $0.00 $0.00 $0.00 Awa rd Applicant $0.00 $0.00 $0.00 Organization Other Funding Sources (list): $0.00 1 $0.00 1$0.00 Add TOTAL 1$0.00 $0.00 $0.00 IN -KIND Anticipated Value Committed Value Total Income CONTRIBUTION al is List type of contribution Add M91 TOTAL 1 $0.00 $0.00 $0.00 INCOME TOTAL 1 $000 $0.00 $0.00 Proeram/Service Expenses Allowable EXPENSE Grant Expense? A. Administrative/ Overhead (list): Waiwai Grant Other Sources Total Expense Expense Description LI 1 $0.00 1 $0.00 1 $0.00 _ I Add TOTAL $0.00 $0.00 $0.00 B. Salary and Waees (list): Ll 1 $0.00 1 $0.00 1 $0.00 1 1 Add TOTAL $0.00 $OA0 $0.00 C. Professional Fees (list): Add TOTAL $0.00 $0.00` $0.00 D. Operations Add E.Supp|ies Add TOTAL $0.00 F.Equipnnent Add Add *Administrative/overhead expenses are limited to 10% of the total Waiwai grant request. ***BEGIN NEW SECTION —"Forms to Review and Sign"*** Forms to Review and Sign When uploading your file, please be sure that all fields are complete and that it is the correct and final document. 1. Please review and upload a signed copy of the Certificate of Understanding. Complete the Agency and Program Name at the top of the form. Do not complete one form and use it for multiple applications. Ensure that the Program Name on the uploaded document is consistent with the program within the application. 2. Please review and upload a signed copy of the County of Hawai'i Disclosure Form. Complete the Agency and Program Name at the top of the form. Do not complete one form and use it for multiple applications. Ensure that the Program Name on the uploaded document is consistent with the program within the application. ***BEGIN NEW SECTION— "Required Organizational Documents"*** Required Organizational Documents Each document section will allow for only one file to be uploaded. Please combine all documents for each section into one file for that document type (ex. two years financials must be scanned into one file for upload). When uploading your files, please be sure that it is the correct and final document. All required documents must be in the current organization name or supporting documents provided with the name change(s) filed with the Department of Commerce & Consumer Affairs (DCCA). "Note: Corporate/Board resolutions, minutes, and other documents of this nature submitted as a requirement must indicate that the policy was adopted at a duly noticed meeting on a specified date and be signed and certified by an authorized member of the Board. 1. Upload your Proof of Authorization (Bylaws, Resolution, etc.) for binding signature. Must be authorized by Board to sign contracts. 2. Upload copies of your Annual Financial Statements for the two most recent years. You are required to provide Financial Statements (Comprehensive Profit & Loss Statement, or better, required; Audited Statements, if available) from the two most recent years. They must reflect financial operations within the past three-year period (1/1/2022—12/31/2024). The preparer's name, title, address, and signature must appear on the statement. If not prepared by a licensed CPA, it must be signed by the Executive Director or authorized member of your organization (title must be indicated, with an explanation to certify accuracy). • A waiver may be granted to provide (a minimum of) one year's information if the organization's date of incorporation is after January 1, 2023. • Financial statements for both years must fall completely within the three-year period. • If your organization does not have two years of audited statements that fall within the three-year period, it is acceptable to submit one year of audited statements and a Comprehensive Profit & Loss Statement or better for the second year. • If your organization does not have any audited statements within the three-year period, it is acceptable to submit a Comprehensive Profit and loss Statement, or better, for both years. 3. Upload a copy of pages 1 and 2 of your most recent IRS Form 990 filing. Provide the filing receipt if you filed the electronic (e-Postcard) version (990N). Must be for a period ending within the past 24 months (the filing period end date must be after January 31, 2023). • Copies marked as drafts are not acceptable. Submissions must be copies or confirmation of documents filed with the IRS. 4. Upload a copy of your organization's IRS letter of determination verifying the agency's IRS 501(c)(3) tax-exempt status. Upload a copy of your Articles of Incorporation. This must have the signature of the Executive Director or highest-ranking member of the organization (title must be indicated, with an explanation to certify validity). This signature may be from the initial incorporation documents or by the current Executive in charge if these are unavailable. • Include all name change documents filed with the DCCA if applicable. • Include copies of the Application for Certificate of Authority for Foreign Corporation filed with the DCCA if applicable (a Foreign Nonprofit Corporation is a corporation not for profit organized under laws other than Hawaii state laws). 6. Upload a copy of your organization's current Bylaws. This must have the signature of the Executive Director or highest-ranking member of the organization (title must be indicated, with an explanation to certify validity). This signature may be from the initial documents of Bylaw adoption or by the current Executive in charge if these are unavailable. 7. Upload a copy of your organization's nepotism clauses (either contained in Bylaws or organization policies). • The nepotism clause must be a policy prohibiting nepotism. Providing only a definition of "Nepotism" is not acceptable. • The document must clearly state where the policy is contained within the organization's policies. 8. Upload a copy of your organization's conflict of interest clauses (either contained in Bylaws or organization policies). • The Conflict of Interest clause must apply to the Governing Board and any other member in a position of authority. • The Conflict of Interest clause must indicate the organization's policy on managing potential conflicts of interest. Providing only a definition of "conflict of interest" is not acceptable. • The document must clearly state where the policy is contained within the organization's policies. ***BEGIN NEWSECTION— "Acknowledgements"*** Acknowledgments 1. 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All scores shall be submitted to the Chair of the permitted interaction group. Any application scoring an average of less than 70% shall not be recommended for funding. Regardless of the award amount, any organization receiving Waiwai Grant funding must meet the outputs and outcomes proposed in its original application. 1. Program/Service Sort Order Number: Program/Service Details 2. The mission statement(s) is clear and relevant to the specific program/service seeking funding. Strongly Disagree (1) Somewhat Somewhat Agree (4) Strongly Disagree 0) Disagree 2) Agree 3) Agree (5) 3. Notes: 4. The brief narrative provided evidence of organizational experience, knowledge, and capacity to carry out the program/service in terms of scale, target population, and area of impact. Strongly Disagree (1) Somewhat Somewhat Agree (4) Strongly Disagree 0 Disagree 2 A ree 3 Agree 5) 5. Notes: 6. The program/service needing funding is described clearly and comprehensively, aligns with the objectives of the Waiwai Grant program, demonstrates direct benefits to the public, and accomplishes public purposes within the County. Strongly Somewhat Somewhat Strongly Disagree 0) Disagree (1) Disagree 2 Agree 3 Agree (4) Agree 5 7. Notes: Program/Service Objectives and Performance 8. The community need the program/service is designed to fulfill is demonstrated and supported by evidence such as data and citations. Strongly Disagree (1) Somewhat Somewhat 1 Agree (4) Strongly Disagree 0 Disagree 2) Agree 3) Agree 5 9. Notes: 10. How the program/service will advance the applicable CHANGE category has been clearly and comprehensively explained in bullet form. Strongly Disagree (1) Somewhat Somewhat Agree (4) Strongly Disagree 0 Disagree 2 Agree 3 Agree 5 11. Notes: 12. The inputs are identified with specific quantities and types of resources and aligned with the program/service. Strongly Disagree (1) Somewhat Somewhat Agree (4) Strongly Disagree 0 Disagree 2 Agree 3 Agree 5 13. Notes: 14. The activities are clearly outlined, feasible given the identified inputs, and aligned with the program/service. Strongly Disagree (1) Somewhat Somewhat Agree (4) Strongly Disagree 0 Disagree 2 Agree 3 Agree 5 15. Notes: 16. Outputs specify quantifiable results directly linked to the program/service's identified activities. Strongly Disagree (1) Somewhat Somewhat Agree (4) Strongly Disagree 0 Disagree 2 Agree 3 Agree S 17. Notes: 18. Outcomes are identified and measurable and demonstrate the program/service's lasting impact on the public and participants. Strongly Somewhat Somewhat Strongly Disagree 0 Disagree (1) Disagree 2 Agree 3 Agree (4) Agree 5 19. Notes: 20. The proposed strategies for sustaining the program/service beyond the grant period are clear and comprehensive and demonstrate a viable path to long-term success. Strongly Disagree (1) Somewhat Somewhat Agree (4) Strongly Disagree 0 Disagree 2 Agree 3 Agree 5 21. Notes: 22. The identified sustainability partners and their roles/responsibilities are clearly defined and are aligned with supporting the program/service's ongoing needs. Strongly Disagree (1) Somewhat Somewhat Agree (4) Strongly Disagree 0 Disagree 2 Agree 3 A ree 5 23. Notes: 24. The business planning efforts described are clear and comprehensive and effectively support the program/service's sustainability and growth beyond the grant period. Strongly Disagree (1) Somewhat Somewhat Agree (4) Strongly Disagree 0 Disagree 2) Agree 3 Agree 5 25. Notes: 26. The anticipated challenges and barriers are identified, and the strategies to address them are practical and well -thought-out. Strongly Disagree (1) Somewhat Somewhat Agree (4) Strongly Disagree 0 Disagree 2 Agree 3 Agree 5 27. Notes: 28. Income sources are delineated and described in detail. Strongly Somewhat Somewhat Strongly Disagree (1) Agree (4) Disagree 0) Disagree 2 Agree 3) Agree 5 29. Notes: 30. Income sources are aligned with the program/service's description and logic model, demonstrating how each source supports the program's goals and objectives. Strongly Somewhat Somewhat Strongly Disagree 0 Disagree (1) Disagree 2 Agree 3 Agree (4) Agree 5 31. Notes: 32. Line item expenses from all income sources are detailed, specific, and categorized appropriately. Strongly Disagree (1) Somewhat I Somewhat Agree (4) Strongly Disagree 0 Disagree 2 Agree 3 Agree 5 33. Notes: 34. Line item expenses align with the program/service's description and logic model, with each expense supporting the program's goals and objectives. Strongly Somewhat Somewhat Strongly Disagree 0 Disagree (1) Disagree 2 Agree 3 Agree (4) Agree 5 35. Notes: 3 6. Each line item expense includes a description that justifies the necessity of the cost in supporting the program/service as it relates to yielding direct benefits to the public and accomplishing public purposes within the County. Strongly � Disagree (1) Somewhat � Somewhat Agree Strongly Disagree (0) Disagree (2) Agree (3) Agree (5) 37. Notes: 38. The budget reflects a reasonable allocation of the requested funds, considering the scope and needs of the program/service, and ensures that the total Waiwai Grant expenses are within the requested grant amount. Strongly Disagree (1) Somewhat Somewhat � Agree (4) Strongly Disagree (0) Disagree (2) Agree (3) Agree (5) 39. Notes: 40. The overall budget demonstrates that the program/service can be feasibly carried out with the proposed income, supporting all identified expenses. Strongly Somewhat Somewhat Strongly Disagree (0) Disagree (1) Disagree (2) � Agr e (3) Agree (4) Agree (5) 41. Notes: Minimum Score: 0/100; 0%. Maximum Score: 100/100; 100%. Additional Questions 42. Bonus Question: Community Priority and Critical Need To what extent do you feel the program/service proposed by the applicant addresses a critical or underserved need in the County at this time? o Essential: The program/service is highly critical and addresses an urgent, underserved, or unserved community need. (+5%) o Not Critical: The program/service is not critical or addresses a lower priority need in the community. (-5%) 43. Notes: 44. Please indicate if the application should not be recommended for an award due to any of the following reasons: o Exceeds 10% for administrative/overhead expenses o Request for travel for training/conference o Request for capital improvements o Not aligned with public purpose o Risk of double-dipping o Acting as a passthrough to multiple organizations 45. Notes: Guidelines for the Use of Grant Funds: Waiwai Grants -in -Aid The following guidelines are intended to ensure that public funds provided through the Waiwai grant are used in accordance with the County of Hawai`i's standards and legal requirements. While some guidelines are mandated by law, others are discretionary and made to align with public purpose. This document outlines key considerations, but it is not exhaustive. Applicants are encouraged to review their proposals carefully to ensure compliance. Public Purpose Requirement All grant payments made by the County to nonprofit organizations are intended to support programs and services deemed by the County to be in the public interest. The County may only grant an award when the program or service proposed in the grant application yields direct benefits to the public and accomplishes public purposes within the County (§2-138, Hawaii County Code 1983, 2016 Edition, as amended). "Public purpose" means a benefit to, improvement of, or promotion of the interests of educational concerns, culture and the arts, needs of the poor, youth, the aged, those with physical or emotional disabilities, victims of crimes, victims of health or social crises, or public health and welfare of the people and the environment (§2-136, Hawaii County Code 1983, 2016 Edition, as amended). Application and Funding Limitations • Minimum Application Score: Applications receiving a total score of less than 70% will not be recommended for funding. • Program/Service Duplication: Organizations may not submit applications for the same program or service serving multiple communities under this grant program. • Application Limits: Each organization is permitted to submit a total of two applications. Each application is limited to a request of up to $50,000. Applications submitted through a nonprofit fiscal sponsor are not counted toward the sponsoring organization's two - application limit. • Double Dipping: Organizations should not seek County funding for the same expense through multiple Waiwai grant applications or other County grants, as this would result in being funded more than once for the same costs. While it is acceptable for shared or overlapping expenses, such as administrative staff or operational costs, to appear in multiple grants, allocating these costs proportionately to each program is crucial. Ensure that each program's budget is separated and detailed breakdowns are provided to show how expenses are divided to avoid duplication of funding. Contract deliverables for each grant should also be distinct to prevent any confusion. Unallowable Expenses The following expenses are not eligible for funding under the County of Hawai`i's Waiwai Grants -in -Aid program as they do not align with ensuring broad, equitable, and direct benefits to the public: Capital Improvements on Private Properties Funds cannot be used for capital improvements unless authorized by law. This includes: • Construction costs. • Materials for construction. • Insurance or securities tied to construction projects. Sub -Grants, Scholarships, and Stipends Funds may not be used for sub -grants, scholarships, or stipends that pass funds directly to individuals or organizations. Sub -granting or Pass -Through Funding: Funds cannot be used for transferring money to another individual(s) or organization(s), unless serving as a nonprofit fiscal sponsor. • Direct financial awards, gifts, incentives, or prizes for individuals or groups are prohibited. Scholarships and Stipends: • Scholarships are prohibited under all circumstances. • Stipends cannot be used for participants where eligibility is not open to the public. • Stipends cannot be used to pay for participation in the same program being funded by the Waiwai Grant. Funds should be used to reduce program costs for all participants, not to provide financial benefits to select individuals. Purchase of Items for Specific Individuals Funds cannot be used to purchase items intended for personal use by specific individuals or as gifts. Purchasing Items for Fundraising Funds cannot be used to purchase items intended for resale in fundraising activities. Personal Entertainment & Perquisites Nonprofit organizations to whom any grant is awarded shall agree to not use any public funds for purposes of personal entertainment or perquisites before receiving the grant (§2-138, Hawaii County Code 1983, 2016 Edition, as amended). "Perquisite" means a privilege furnished or a service rendered by an organization to an employee, officer, director, or member of that organization to reduce the individual's personal expenses (§2-136, Hawaii County Code 1983, 2016 Edition, as amended). Patents, Publications, and Intellectual Property Funds cannot be used for expenses related to creating or securing intellectual property, such as patents or book publications, when the resulting item will financially benefit an individual or organization beyond the program/service's duration. Travel for Training/Conferences Any application requesting funds for travel related to training or conferences will not be recommended for an award. Allowable Expenses with Restrictions The following expenses are subject to restrictions under the County of Hawai`i's Waiwai Grant Program. Each request will be assessed based on its direct public benefit and compliance with guidelines. - Administrative and Overhead Costs No more than 10% of a grant may be used for administrative and overhead costs (§2-138, Hawaii County Code 1983, 2016 Edition, as amended). These costs refer to expenses that would be incurred by the organization, regardless of a specific program or service being offered by the organization. Applications in which the administrative costs exceeding 10% of the total grant request will not be recommended for an award. General Liability Insurance General liability insurance is only eligible for funding if an increase in coverage is directly required by the program/service funded through the grant. In such cases, it will be classified as an administrative/overhead cost. Marketing and Advertising Expenses related to marketing and advertising are eligible if they directly benefit the public and align with the grant's public purpose. However, funds cannot be used for promotional activities primarily intended for fundraising purposes. Salary and Wages Salary and wage expenses must be directly related to the program being funded. Salaries for staff dedicated explicitly to the grant -funded program, such as program coordinators or field workers, should be categorized as salary and wage expenditures. However, if a role, such as that of an Executive Director, supports multiple programs or organizational functions beyond the grant's scope, the application must specify the percentage of time or amount of salary allocated to the program, including the percentage of position salary and the total Full -Time Equivalent (FTE) per position funded by the grant. Salaries for roles that support multiple functions should be classified as administrative/overhead for the portion not directly tied to the program. First Name Contact Email * example@example.com Contact Phone * (000) 000-0000 Please enter a valid phone number. Total Waiwai Grant Award Amount ($) e.g., 23 Last Name Percentage of Waiwai Grant Award Claimed * O 50% 0 100% 0 Other Please click the link below to download the Waiwai Grant Report Budget template. Waiwai Grant Report Budget Template Once completed, please upload the template using the prompt Waiwai Grant Report Program Budget * -------------------------------------------------- Browse Files ; Drag and drop files here ---------------------------------------------------------------------------------------------------------------------------- List your program's activity outputs as outlined from your initial application and indicate measurement of accomplishment for each. Please explain if there is a more than 10% deviation +/-. * Font Size.., Font Family. Font Forma — — List your program's short-term outcome measures as outlined in the Logic Model from your initial application and indicate a quantative measurement of progress for each. Please explain if there is more than 10% deviation +/-. * _ = Font Size... Forst Family. Font Format ��a I§P �u Please explain the progress of your program/project relative to your project timetable and describe next steps. * Please upload a photo or document to illustrate your progress towards meeting your outcome measures and the public benefits derived from use of the County of Hawaii Waiwai Grants -in -Aid funds: * --------------------------------------------------------------------------------------------------------------------------- Browse Files Drag and drop files here Provide a short narrative describing the file you're submitting. * Save ACCESSIBILITY Waiwai Grant Final Report FY 24-25 This final report is provided pursuant to the contract by and between the County of Hawai'i as Grantor and the Organization named as Grantee. All fields marked with * are required and must be filled. Nonprofit Organization (Grantee) Name Program Name Contact Person Name for Report Correspondence First Name Last Name [)■ ■c] Contact Person Email example@example.com Contact Person Phone (000) 000-0000 Please enter a valid phone number. Total Waiwai Grant Award Amount ($} e.g., 23 Percentage of Waiwai Grant Award Claimed O 50% Q 100% 0Other Please click the link below to download the Waiwai Grant Report Budget template. Waiwai Grant Report Budget Template Once completed, please upload the template using the prompt provided below.' Waiwai Grant Report Program Budget --------------------------------------------------------------------------------------------------------------------------- Program Budget Form: Income County of Hawaii • Waiwai Grants -in -Aid Organization Name: Program Name: CASH Anticipated Committed TOTAL Waiwai Grant Award Applicant Program Budget: Individual Contributions $ - $ - Membership Fees $ - Earned Income $ - Current Cash Assets Other Funding Sources: $ - TOTAL CASH INCOME $ - $ - $ - IN -KIND CONTRIBUTION Anticipated Committed TOTAL TOTAL IN -KIND $ - $ - $ - TOTAL PROGRAM INCOME $ - $ - $ - Program Budget Form: Expenses County of Hawaii e Waiwai Grants -in -Aid Organization Name: Program Name: EXPENSE Proposed Grant Expense Actual Grant Expense Other Cash Source In -Kind Contribution TOTAL Salary and Wages $ Professional fees $ Operations $ Supplies $ Equipment $ $ TOTAL PROGRAM EXPENSES $ $