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					Building the Water Generation
              RFP
 Technical Assistance Session
      9:00 am to 10:30 am
Building the Water Generation
 WIRED Innovation Fund - Round III
  $345,000 available for three priorities

  Projects to operate between 10/1/09 and
   4/30/10, a 7-month maximum
Building the Water Generation

Emphasis
• the importance of ongoing industry
  engagement in developing talent; and

• the need to consider and align newly funded
  activities with existing water-related
  projects, State Sector Strategies and other
  sector partnerships, and the priorities and
  initiatives of the Milwaukee7 Water Council.
Building the Water Generation
 Overall Priorities

 • Funded projects must demonstrate the
  potential for significant, regional impact
  and demonstrate sustainability through
  strong, ongoing partnerships and high
  levels of leveraged resources.
Building the Water Generation
 Preference will be given to projects that:
  Involve highly networked partnerships with ongoing
   investment in project activities;
  Ensure high levels of stakeholder engagement, with an
   emphasis on industry partners;
  Demonstrate high levels of matching funds;
  Show an orientation toward concrete results;
  Demonstrate impact across the entire 7-county region;
  Are transferrable and replicable;
  Outline a clear plan that demonstrates how the project
   will be sustained beyond WIRED funding; and
  Demonstrate flexibility within the sustainability plan to
   adapt to changing economic and political conditions.
Building the Water Generation

 Priority A:

 Leveraging Previously-Funded
  WIRED Exploratory Projects
 3 to 5 projects @ $25,000 to $100,000
   each, not to exceed $260,000
Building the Water Generation

 Priority A:
 Eight eligible projects identified in
  RFP document
 Only one proposal expected from
  each project partnership
 Partnerships may change, grow
Building the Water Generation
 Priority B:
 Engaging Youth with UN Global
  Compact City Projects



 1 project @ up to $40,000
Building the Water Generation
 Priority B:
  Target youth (age 16 and up) for project-
   based learning while working as a team
   on the seven freshwater issues.
  Proposals should outline how students
   will work with teachers and
   private/public sector water experts to
   explore/research the issue, generate
   solution ideas and pilot a test solution.
Building the Water Generation
 Priority B:
 The Milwaukee7 Water Council will
  work closely to guide the funded
  project.
 Projects will engage a minimum of
  15 to 30 youth (age 16 and up)
  across the region.
Building the Water Generation
 Priority C:
 “Think Water” Awareness Campaign




 1 award, up to $45,000 to develop and deliver
    information that raises awareness of the
    emerging water industry within the M7 region
Building the Water Generation
 Priority C:

 Campaign targets should include:
  K-12 teachers, school administrators, & counselors;
  Technical college instructors and administrators;
  High school students (age 16 and up);
  Parents;
  Leaders and staff of community-based organizations,
   workforce development organizations, economic
   development organizations; and
  Community members.
Building the Water Generation
 Priority C:
  Campaign should reach a minimum of
   500 education professionals, 250 adults
   (parents and/or community members)
   and 1500 students.

  One communication methodology must
   be in-person, face-to-face presentations.
Building the Water Generation
 Letters of Intent – Due 8/14/09
   12:00 noon CDT

  Should include the project(s) name(s) the
   Priority (A, B, or C) for which the applicant is
   developing a proposal and should refer to the
   lead contact person
  Do not need to disclose the exact amount of
   funds being requested or a final list of partners
Building the Water Generation
 Partnering with the M7 Water Council
  Letters of intent routed to a team
   member at the Water Council
  Looking for close alignment with
   goals/priorities of Water Council, and no
   duplication of existing or planned efforts
  Letter of commitment from Water
   Council should be attached to proposal
Building the Water Generation
 Evaluation Criteria
    Lead Organization/Partnerships - 15 points
    Opportunity/Benchmarking - 15 points
    Program/Project Design - 20 points
    Outcomes/Impact - 20 points
    Sustainability - 20 points
    Budget - 10 points
Building the Water Generation
 Lead Organization and
  Partnerships – 15 points
  Lead organization’s experience, staff qualifications, and fiscal
   capacity.
  Partners have clear, substantial roles and ongoing investment
   in project outcomes.
  Emphasized role of industry partners and how industry will
   remain engaged throughout project.
  Letter of commitment from each partner organization which
   outlines role in proposed project and the proposed investment
   of staff time, capital, or other resources to the project.
  Demonstrated engagement of M7 Water Council through a
   letter of commitment and clear plan for the Council’s
   involvement in activities proposed.
Building the Water Generation
 Opportunity and
  Benchmarking – 15 points
  Identify regional opportunities (gaps, need) that indicate
   a need for your project.
  Benchmark current efforts or activities being employed
   at local and state level (private and public) to address
   identified opportunities, gaps, or needs.
  Compare and contrast current efforts in the field with
   what your project is proposing to do.
  Demonstrate that project is not duplicative of existing
   efforts across region and can adequately address the
   identified opportunity, gap, or need.
Building the Water Generation
 Project Design – 20 points
  Goals, activities, and outcomes of the proposed project.
  Quarterly timeline of funded and leveraged activities
  Alignment with Building the Water Generation priorities
  Alignment with existing regional water-related projects,
   State Sector Strategies and other sector partnerships,
   and the priorities and initiatives of the Milwaukee7 Water
   Council
  High levels of stakeholder engagement, with an
   emphasis on industry partners.
Building the Water Generation
 Outcomes/Impact – 20 points
  Outcomes that are measurable, reasonable, and
   demonstrate significant impact across the entire
   7-county region.
  Priority B applicants should demonstrate how project will
   engage required minimum number of 15 to 30 youth.
  Priority C applicants should demonstrate how project will
   meet required target of reaching 500 education
   professionals, 250 adults (parents and/or community
   members) and 1500 students within the contract period.
  Orientation toward concrete results.
  Project outcomes will be transferrable and replicable.
Building the Water Generation
 Sustainability – 20 points
  High levels of leveraged resources as a gauge
   of partner engagement and investment.
  A clear plan that demonstrates how project
   activities will be sustained by independent
   sources after WIRED funding.
  Sustainability plan is flexible enough to adapt
   to changing economic and political conditions.
Building the Water Generation
 Budget – 10 points
  Follow WIRED budget templates (http://www.milwaukee7-
   rwa.org has downloadable versions of the budget templates in
   MS Word or Excel)
  Funds requested must be reasonable and necessary to the
   project. Describe methods for calculation (e.g., 15 miles/month
   x $0.55) and justification for requested funds (e.g., mileage for
   travel to local meetings).
  No more than 15% for administration.
  Budgets for Priority A applications must not exceed $100,000.
  Budgets for Priority B applications must not exceed $40,000.
  Budgets for Priority C applications must not exceed $45,000.
Building the Water Generation
 Proposal Submission
  Electronic – both .PDF and MS Word format
  Narrative must be no more than 12 pages, using no
   lower than an 11-point font and 1” margins
  Page limit does not include the letter of transmittal,
   budget, budget narrative, or other attachments
  Keep in mind the size of attachments!

  Deadline 12:00 noon CDT, Monday 8/31/09
  You will receive e-mail confirmation of successful
   submission within 12 hours. Please contact Susan
   Koehn if confirmation not received.
         WIRED Funding
What is the source of WIRED funds?

            DOL/ETA (H1-B funds)

              State of Wisconsin

       W-O-W Workforce Development

               Sub-Recipients
      Funding Guidelines



New or expanded programs
  Leveraging Exploratory Projects RFP
  Further develop or scale up
      Funding Guidelines



Can NOT fund existing programs or
 fill budget gaps
         Allowable Uses

1) Employment Training
2) Capacity Building
                AND
   Must be in high-growth industries
   and economic sectors
         Allowable Costs
 Outreach - program and employer

 Advertising
   Limited to staff recruitment,
    procurement
         Allowable Costs
 Equipment
   “tangible property… useful life of
    more than one year… per-unit cost of
    $5,000 or more”
   Prior approval from DOL
     Equipment Example

$ 10,000 in supplies
$ 2,000 each
NOT Equipment
        Allowable Costs
            Training
 Providing Training
    Instructors
    Supplies
    Space
    Curriculum Development
       Allowable Costs
          Consultant
“An expert in a particular field or
 discipline that is called upon to
 provide technical or professional
 advice or opinions.”
        Allowable Costs
           Consultant
 Specific product NOT a consultant
 (e.g. study)
 Professional services NOT a
  consultant
 (e.g. accountant, legal counsel, auditors)
 Limited to a daily rate of $500 per day
       Allowable Costs
        Procurement
 Promote free and open competition
   Small Purchase - $5,000
   Sealed Bids (Formal Advertising)
   Competitive Proposals: RFP
             Exception
 One exception – partnering
  organization
  • Is critical to the project outcomes
      Proposal Content &
         Procurement

Partner is sufficiently identified =
    no RFP needed

Partner is not identified =
   RFP is needed
          Allowable Cost
   Ages 16+
   Foreign travel with prior approval
    Administrative Cost Limit
   Limited to 15%
   Direct / indirect
   Personnel / non-personnel
   Examples
       General administration
       Financial management
       Procurement/purchasing
       Goods/services for administration
        (e.g., supplies, office space)
         Unallowable Costs
 General economic development
   Infrastructure investments; inventory
 Research and Development
   RFP Engagement of youth with UN Global
    Compact City activities = project based
    learning; delivery of education innovation
 Stipends to receive training
   Example: instructors receiving training,
    students receiving training
         Budget Template
                         WIRED
                                                  Budget Narrative
       BUDGET            Funds
                                   Description of requested funds and calculation
     CATEGORIES         Requeste
                                   (e.g., mileage to local meetings 20 mi x .55/mi = $11.00)
                           d
Program Staff Wages     $

Staff Fringe Benefits   $


Staff Training &
                        $
Development

Participant Training
                        $
Services

Employer Services
                        $
(if applicable)


Travel                  $


Communications,
                        $
Publications/Printing


Materials & Supplies    $
         WIRED Funded
      Products & Materials
Acknowledge Federal funding source

"This project was funded [in part] by
  the Department of Labor
  Employment and Training WIRED
  grant."
   Allowable Costs Link
Link to allowable cost document
   www.milwaukee7-rwa.org

         WIRED Initiative
Uses of the H1-B funding revenue
      Match and Leveraged

 Additional funds contributing to
  project outcomes
 REQUIRED
 Part of evaluation criteria – 2x
  Match and Leveraged

   DOL defines “match” and
“leveraged” as different types of
          resources.
          Match Resources

 Match
   Non-Federal resources
   Further the grant objectives
   Must be an allowable cost activity
      Match Resources
Additional funds or services provided
 and paid for by the grantee and/or any
 sub-recipient.

       2 types:

             Cash

             In-kind
          Match Resources
             Cash Match
               (continued)


In-Kind Match
   Provided by a third party organization and
      Funds towards project
     not paid for by the grantee or sub-recipient
     Value = actual costs incurred
   Example: The local middle school, who is
     Records must be
     not WIRED grantee or sub-recipient, allows
        maintained in an accounting system
     the curriculum development team to use a
        available for audit and review
     class room at no cost.
          Match Resources
            In-Kind Match
                (continued)


In-Kind Match
   Provided by a third party organization and
    Services and resources allocated to project
    not paid for by the grantee or sub-recipient
     (e.g., donated time, facilities)
   Example: The local middle school, who is
   not WIRED grantee orincurred
     Value = actual costs sub-recipient, allows
   the curriculum development team to use a
     Records must be
       maintained no accounting system
    class room atin ancost.
       available for audit and review
           Leveraged
           Resources
All resources used by the grantee to
support grant activity and outcomes
Does NOT need to be an allowable cost
under grant
Must be an allowable cost under the
OMB Circulars
Can be Federal or non-Federal funds
                              Budget Template
                                          Match/Leverage
                                     Description of Match and Leveraged Resources
                              A            B        C      D       E      F      G      H       I       J        K
                                                          Total
                             Total       Levera           Non-                   In-                   Other
                                                                  Cash                        Total
Line      Budget           Calculated      ged     Sour   Fede           Sour   Kind   Sour           Leverag   Sour
                                                                  Matc                        Matc
No.      Categories       Amount/Valu    Federal    ce     ral
                                                                   h
                                                                          ce    Matc    ce
                                                                                                h
                                                                                                        ed       ce
                               e          Funds           Fund                    h                    Funds
                                                            s

        Program Staff
 1                           $0.00                        $0.00                               $0.00
           Wages
         Staff Fringe
 2                           $0.00                        $0.00                               $0.00
           Benefits
       Staff Training &
 3                           $0.00                        $0.00                               $0.00
        Development
         Participant
          Training
 4                           $0.00                        $0.00                               $0.00
         Services (if
         applicable)
          Employer
 5       Services (if        $0.00                        $0.00                               $0.00
         applicable)



                          Instructions provided on RWA website!
          Reporting
     Match and Leveraged
 All match and leveraged resources
   Quarterly Reports
   Monthly Financial Reports – submit
    monthly
          Other Reporting
 Quarterly Reports
   Narrative
   Due 15 days after quarter ends
 Final Report
   Due 45 days after project ends
 ASSET tracking
                 Contact Info
Website: www.milwaukee7-rwa.org

Email:
Susan Koehn, Innovation Fund Specialist - skoehn@wctc.edu
Claus Dunkelberg, Water Industry Specialist -
   cdunkelberg@wctc.edu
Angie Cummings, Fiscal Agent / Budget questions –
   acummings@wctc.edu

				
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