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HomeMy WebLinkAboutExhibit 4Attachment A Scope of Services Project: Miami NICE Services: Success Partner Consultant Success Partner consultants will work intensively with faith -based and community organizations (FBCOs) throughout the duration of the FBCO's engagement in training, Technical Assistance (TA), and implementation of individual projects funded with Miami NICE subaward grants. Each FBCO designed their own project. All projects relate to one or more of the following areas: Leadership Development Examples: Board development, staff professional and career development, staff motivation and retention, succession planning, and volunteer training and management. Program Development Examples: Program design and development, curriculum development, program monitoring, and evaluating program outcomes. Community Engagement Examples: Community asset mapping, and methods for community needs assessment. Fund Development Examples: Preparing an organization to receive charitable dollars; grant - writing training, entrepreneurial alternatives to grant funding, individual donor development strategies, and donor tracking software. Organizational Examples: general management systems; human resources infrastructure; Development financial systems and controls; information technology; operational planning, policies and procedures; marketing and communication strategies; and nonprofit incorporation. Success Partners will provide direct consulting services to FBCO leaders related to the broad range of capacity -building issues, activities, and outcomes associated with individual FBCO clients. Especially in cases where a single FBCO client is interacting with multiple consultants and trainers, the Success Partner Consultant will ensure a continuous "case management" function for individual FBCOs. Success Partners will embody a multi -faceted role that involves direct capacity -building/ troubleshooting, plus coaching/mentoring, plus monitoring/reporting of progress. Success partners will be matched with one or more FBCOs. Approximately 30-70 hours of consulting support will be provided to each FBCO during. The majority of the Success Partner activities will be conducted on-site at FBCO client locations, although limited support may be provided by telephone and email. Primary responsibilities and activities may include, but will not be limited to: • .4SSeSS777e7?t: Conduct a site visit to launch the FBCO's participation period. Confirm results of organizational self-assessment. Repeat at end of giant period (or sooner to ensure optimal priority -setting and planning). • Priorities: Facilitate the organization's leadership team to reflect upon organizational assessment results and confirm organizational priorities. • Plarrrling: Assist the FBCO to plan its broader "capacity maximization" goals and objectives. Include grant execution as the primary activity. Complement as appropriate with other training, Miami NICE and other sources), networking, information, and other capacity -building activities (as appropriate). • Project launch: Facilitate FBCO review of expectations and grant requirements, as well as submission of paperwork prior to their implementation of grant -funded, capacity -building projects. Each FBCO must (i) confirm grant activities, timeline, and deliverables; (ii) confirm grant disbursement schedule; and (iii) review and execute Memorandum of Agreement with City of Miami • Ongoing consulting and support: Provide direct consulting services for any and all aspects of the FBCO's project implementation and overall capacity -building activities. Provide coaching and guidance throughout. Include regular communication with FBCOs, on-site meetings, trouble -shooting as needed, assistance with grant reporting, etc. • Monitoring and evaluation: Maintain individual Client Assistance Plans and related documentation for ongoing evaluation and reporting purposes. • Internal: Participate in consultant orientations and meetings, including opportunities for consultants to share experiences, issues, and potential solutions. Contribute to overall evaluation (reports, surveys, focus groups, interviews). Consultant Cost: One -on -One Success Partner Coach ($5,000 per client x 22 clients) Project: Miami NICE Services: Technical Consultant Technical Consultants will be engaged to assist individual faith -based and community organizations (FBCOs) and/or small groups of FBCOs that are implementing individual projects funded with Miami NICE subaward grants. Technical Consultants will provide assistance in one or more of the following areas: Leadership Development Examples: Board development, staff professional and career development, staff motivation and retention, succession planning, and volunteer training and management. Program Development Examples: Program design and development, curriculum development, program monitoring, and evaluating program outcomes. Community Engagement Examples: Community asset mapping, and methods for community needs assessment. Fund Development Examgles: Preparing an organization to receive charitable dollars; grant - writing training, entrepreneurial alternatives to grant funding, individual donor development strategies, and donor tracking software. Organizational Examples: general management systems; human resources infrastructure; Development financial systems and controls; information technology; operational planning, policies and procedures; marketing and communication strategies; and nonprofit incorporation. Engagements will be on a time limited basis during the project period, The length of engagement will vary according to the needs of the FBCO clients. Needs are expected to vary from one FBCO to another. Two ways in which a Technical consultant may be engaged include: Capacity projects: Technical consultant roles may have been pre -identified by the FBCO and integrated into their individual project plan (grant proposal). Miami NICE will assist FBCOs to identify and contract with Technical Consultants. Emerging needs: New needs may be identified within FBCOs during any part of their engagement in training, technical assistance, or project implementation and evaluation. Miami NICE partners may contract and deploy additional Technical Consultants at any time. Consulting Cost: Technical Assistant Consultants (One-on-one TA as needed - approx. 150 hrs. @ $100) Project: Miami NICE Services: Training Consultant Training Consultants will be engaged by Miami NICE to assist with the design and delivery of capacity -building training in any of the areas of leadership development, program development, community engagement, organizational development (HR, financial management, technology, planning, etc.), and fund development. Examples include: Leadership Development Examples: Board development, staff professional and career development, staff motivation and retention, succession planning, and volunteer training and management. Program Development Examples: Program design and development, curriculum development, program monitoring, and evaluating program outcomes. Community Engagement Examples: Community asset mapping, and methods for community needs assessment. Fund Development Examples: Preparing an organization to receive charitable dollars; grant - writing training, entrepreneurial alternatives to grant funding, individual donor development strategies, and donor tracking software. Organizational Examples: general management systems; human resources infrastructure; Development financial systems and controls; information technology; operational planning, policies and procedures; marketing and communication strategies; and nonprofit incorporation. The duration of each training session may vary from a single 2 -hour session to a series of sessions delivered over a period of days. Most training sessions are anticipated to be in the range of 3-6 hours each. Training sessions will be conducted at various locations within Miami -Dade County. Individual training sessions may be repeated at various locations. Training audiences will vary from approximately 30 to more than 100 participants based upon factors of location, topic, and scheduling. Future contracts would be negotiated on a per -project basis.5 Primary responsibilities and activities may include, but will not be limited to: • Design: Utilize existing session designs, or adapt existing session designs, or develop their own session designs. Delivery: Utilize a variety of training formats including large group facilitation, panel presentations, exercises, etc. Interactive formats are preferred. • Evaluation: Contribute to overall evaluation activities (reports, surveys, focus groups, interviews, etc.). Consultant Cost: Training Consultants (16 trainings - approx. 100 hrs. @ $75) Additional Activities for Consultants Due to limited resources, Cycle I of Miami NICE did not fully meet the training potential written into the grant. In order to better serve Miami NICE grantees, as well as the general nonprofit community, Cycle II of Miaini NICE must expand the training component of the initiative. Submitted trainings fulfill a capacity building need in order to increase skills and knowledge in one or more of the five Miami NICE program areas. Additionally, each training is based on one or more needs that Miami NICE consultants saw necessary after working with Cycle I grantees. Below is a list of trainings proposed and the capacity building area filled by each: Training Title Miami NICE Capacity Building Area Legal: How to Establish a Nonprofit- to Consultant Agreement: Practical Guidance from the Legal Field Or anizational Development The Basics of Business Law for Nonprofits Organizational Development Technology Made Simple for FBCOs: Evaluating and Improving Your Infrastructure of Computers, Networks, Servers and Systems Or anizational Development - Technolo Cultural and Linguistic Competency - Introductions Community Engagement, Organizational to Principles Develo ment - Human Resources Building Your Financial Credibility: A Three Part Organizational Development - Financial Financial Management Series for FBCOs Management Fund Raising Boot Camp Fund/ Revenue Development Fund/ Revenue Development Board Leadership Program Development Getting Ready for Grant Funding Community Engagement Miami NICE Resource Fair Communit Engagement Organizational Development - Planning Fund/ Revenue Development Prove Your Success to Donors Program Development How to Write & Edit for the Web: Secrets of Organizational Development - Technology Effective Online Communication Community Engagement Organizational Development - Teclulology Strategic Social Networking & Internet Marketing Community Engagement for Nonprofits Revenue/ Fund Development Training Title (cont. from pg 1) Miami NICE Capacity Building Area Program DevelopmentCommunity Project Design and Management for Cominunity EngagementLeadership Development Organizations and Groups Or anizational Development - Planning Community Engagement Storytelling for Non -Profits Fund/ Revenue Development Fund/ Revenue DevelopmentProgram How to Become a Social Entrepreneur Webinar Develo mentCommunity Engagement Fund Development: How to Generate Non -Grant Revenue to Support Your Nonprofit Revenue/ Fund Development Organizational Development - Financial Building Your Financial Credibility and apabilitMana ement Each training proposal submitted meets at least one capacity building need necessary to guide Miami NICE Grantees to formulate their capacity building project. They all teach technical skills essential to Guide Grantees, as well as other nonprofits throughout Miami -Dade County, to strengthen organizations. These traininas will give participants the ability to review and gain knowledge in all the areas of the Mianu NICE Self -Assessment. Some of the trainings provided are repetitive topics from consultants. This is because the request for proposals was open to approximately 30 consultants from the consultant pool. Miami NICE consultants each have his/her own way of teaching particular topics. It is recommended that training topics under the same subject matter become a collaborative training, conducted by more than one trainer. This gives participants an opportunity to learn from different learning styles, as well as numerous experts in the field. Trainings can be set up in a panel model, providing each trainer with an opportunity to speak, then grouping participants per trainer. This model provides Miami NICE Grantees, as well as other nonprofit professionals attending, to have more individual attention to their organizational needs. Miami NICE Grantee Follow -Up Costs: Miami NICE Grantees have been provided an excellent opportunity to improve their organizational capacity by working with Miami NICE Consultants. It was recommended by the Miami NICE Program Committee, the Miami NICE external evaluator, as well as the Cycle I Miami NICE Consultants, that follow-up is necessary post -project in order to truly evaluate the effectiveness of this initiative. The additional costs are as follows: Cycle I - $10,500 Cycle II - $9,000 Cycle III - $12,500 These numbers are based on 5 hours of follow-up per Grantee. Success Partners will receive $100/hr for their services. Yr III is based on the assumption that there will be 25 grantees.