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Last updated: 01/19/2016 Page 1 General information Organization Circle the City Contact First name Wendy Contact Last name White Contact e-mail WWhite@circlethecity.org Contact phone number 602-357-4257 Address Street 300 W. Clarendon Avenue, Suite 200 City Phoenix State Arizona ZIP Code 85013 From what tribe is the organization requesting the grant? Gila River Indian Community Total grant amount request 75,000 The Gila River Indian Community offers multi-year awards. If your organization is requesting a multi-year grant for this project or program from the Gila River Indian Community, enter the amount to be requested each year. Amount Year 1 (Gila River Indian Community Grants Only) 75,000 Year 2 (Gila River Indian Community Grants Only) Year 3 (Gila River Indian Community Grants Only) Year 4 (Gila River Indian Community Grants Only) Year 5 (Gila River Indian Community Grants Only) 1 of 1 W-9 Form Request for Taxpayer Give Form to the (Rev. December 2014) requester. Do not Identification Number and Certification Department of the Treasury send to the IRS. Internal Revenue Service 1 Name (as shown on your income tax return). Name is required on this line; do not leave this line blank. Circle the City 2. 2 Business name/disregarded entity name, if different from above page 3 Check appropriate box for federal tax classification; check only one of the following seven boxes: 4 Exemptions (codes apply only to on • Individual/sole proprietor or MI C Corporation • S Corporation iii Partnership • Trust/estate certain entities, not individuals; see instructions on page 3): single-member LLC type • Limited liability company. Enter the tax classification (C=C corporation, S=S corporation, P=partnership) Iii- Exempt payee code (if any) or Instructions Note. For a single-member LLC that is disregarded, do not check LLC; check the appropriate box in the line above for Exemption from FATCA reporting the tax classification of the single-member owner. code (if any) Print ISI Other (see instructions) II- 501(c)(3) (.4,oplies to accounts maintained outside too U.S.) 5 Address (number, street, and apt. or suite no.) Requester's name and address (optional) Specific 300 W Clarendon Ave, Suite 200 6 City, state, and ZIP code I See Phoenix, AZ 85013 7 List account number(s) here (optional) Part I Taxpayer Identification Number (TIN) Enter your TIN in the appropriate box. The TIN provided must match the name given on line 1 to avoid Social security number backup withholding. For individuals, this is generally your social security number (SSN). However, for a resident alien, sole proprietor, or disregarded entity, see the Part I instructions on page 3. For other entities, it is your employer identification number (EIN). If you do not have a number, see How to get a TIN on page 3. or Note. If the account is in more than one name, see the instructions for line 1 and the chart on page 4 for Employer identification number guidelines on whose number to enter. 26 2 4 2 0 7 3 0 Part II Certification Under penalties of perjury, I certify that: 1. The number shown on this form is my correct taxpayer identification number (or I am waiting for a number to be issued to me); and 2. I am not subject to backup withholding because: (a) I am exempt from backup withholding, or (b) I have not been notified by the Internal Revenue Service (IRS) that I am subject to backup withholding as a result of a failure to report all interest or dividends, or (c) the IRS has notified me that I am no longer subject to backup withholding; and 3. I am a U.S. citizen or other U.S. person (defined below); and 4. The FATCA code(s) entered on this form (if any) indicating that I am exempt from FATCA reporting is correct. Certification instructions. You must cross out item 2 above if you have been notified by the IRS that you are currently subject to backup withholding because you have failed to report all interest and dividends on your tax return. For real estate transactions, item 2 does not apply. For mortgage interest paid, acquisition or abandonment of secured property, cancellation of debt, contributions to an individual retirement arrangement (IRA), and generally, payments other than interest and dividends, you are not required to sign the certification, but you must provide your correct TIN. See the instructions on page 3 General In • Form 1098 (home mortgage interest), 109"8-E (student loan interest), 1098-T (tuition) Section references are to the Internal Revenue Code unless otherwise noted. • Form 1099-C (canceled debt) Future developments. Information about developments affecting Form W-9 (such • Form 1099-A (acquisition or abandonment of secured property) as legislation enacted after we release it) is at www.its.gov/fw9. Use Form W-9 only if you are a U.S. person (including a resident alien), to Purpose of Form provide your correct TIN. An individual or entity (Form W-9 requester) who is required to file an information If you do not return Form W-9 to the requester with a TIN, you might be subject return with the IRS must obtain your correct taxpayer identification number (TIN) to backup withholding. See What is backup withholding? on page 2. which may be your social security number (SSN), individual taxpayer identification By signing the filled-out form, you: number (ITIN), adoption taxpayer identification number (AllN), or employer 1. Certify that the TIN you are giving is correct (or you are waiting for a number identification number (EIN), to report on an information return the amount paid to to be issued), you, or other amount reportable on an information return. Examples of information returns include, but are not limited to, the following: 2. Certify that you are not subject to backup withholding, or • Form 1099-INT (interest earned or paid) 3. Claim exemption from backup withholding if you are a U.S. exempt payee. If • Form 1099-DIV (dividends, including those from stocks or mutual funds) applicable, you are also certifying that as a U.S. person, your allocable share of any partnership income from a U.S. trade or business is not subject to the • Form 1099-MISC (various types of income, prizes, awards, or gross proceeds) withholding tax on foreign partners' share of effectively connected income, and • Form 1099-B (stock or mutual fund sales and certain other transactions by 4. Certify that FATCA code(s) entered on this form (if any) indicating that you are brokers) exempt from the FATCA reporting, is correct. See What is FATCA reporting? on • Form 1099-S (proceeds from real estate transactions) page 2 for further information. • Form 1099-K (merchant card and third party network transactions) Cat. No. 10231X Form W-9 (Rev. 12-2014) INTERNAL REVENUE SERVICE DEPARTMENT OF THE TREASURY P. O. BOX 2508 CINCINNATI, OH 45201 Date: SEP - 3 2008 Employer Identlficalzion Number: 26-2420730 DLN: 17053191342048 CIRCLE THE CITY Contact Person: C/O ADELE °SULLIVAN NANCY L HEAGNEY ID # 31306 220 S 12TH AVE Contact Telephone Number: PHOENIX, AZ 85007 (877) 829-5500 Accounting Period Ending: June 30 Public Charity Status: 170(b)(1)(A) (vi) FOLUI 990 Required: Yes Effective Date of Exemption: March 6, 2008 Contribution Deductibility: Yes Advance Ruling Ending Date: June 30, 2012 Addendum Applies: No Dear Applicant: We are pleased to inform you that upon review of your application for tax exempt status we have determined that you are exempt from Federal income tax under section 501(c)(3) of the Internal Revenue Code. Contributions to you are deductible under section 170 of the Code. You are also qualified to receive tax deductible bequests, devises, transfers or gifts under section 2055, 2106 or 2522 of the Code. Because this letter could help resolve any questions regarding your exempt status, you should keep it in your permanent records. Organizations exempt under section 501(c)(3) of the Code are further classified as either public charities or private foundations. During your advance ruling period, you will be treated as a public charity. Your advance ruling period begins with the effective date of your exemption and ends with advance ruling ending date shown in the heading of the letter. Shortly before the end of your advance ruling period, we will send you Form 8734, Support Schedule for Advance Ruling Period. You will have 90 days after the end of your advance ruling period to return the completed form. We will then notify you, in writing, about your public charity status. Please see enclosed Publication 4221-PC, Compliance Guide for 501(c)(3) Public Charities, for some helpful information about your responsibilities as an exempt organization. Letter 1045 (DO/CG) 2IRCLE THE CITY Sincerely, Robert Cho: Director, Exempt Organizations Rulings and Agreements Enclosures: Publication 4221-PC Statute Extension Letter 1045 (DO/CG) 7-arm 1023 (Rev. 6-2006) Name Circle the City EIN: 26 _ 2420730 grir0 Public Charity Status (Continued) age 1 1 509(a)(4)—an organization organized and operated exclusively for testing for public safety. 509(a)(1) and 170(b)(1)(A)(iv)—an organization operated for the benefit of a college or university that is owned or operated by a governmental unit. g 509(a)(1) and 170(b)(1)(A)(vi)—an organization that receives a substantial part of its financial support in the form of contributions from publicly supported organizations, from a governmental unit, or from the general public. 509(a)(2)—an organization that normally receives not more than one-third of its financial support from gross investment income and receives more than one-third of its financial support from contributions, membership fees, and gross receipts from activities related to its exempt functions (subject to certain exceptions). i A publicly supported organization, but unsure if it is described in 5g or 5h. The organization would like the IRS to decide the correct status. 6 If you checked box g, h, or i in question 5 above, you must request either an advance or a definitive ruling by selecting one of the boxes below. Refer to the instructions to determine which type of ruling you are eligible to receive. a Request for Advance Ruling: By checking this box and signing the consent, pursuant to section 6501(c)(4) of the Code you request an advance ruling and agree to extend the statute of limitations on the assessment of excise tax under section 4940 of the Code. The tax will apply only if you do not establish public support status at the end of the 5-year advance ruling period. The assessment period will be extended for the 5 advance ruling years to 8 years, 4 months, and 15 days beyond the end of the first year. You have the right to refuse or limit the extension to a mutually agreed-upon period of time or issue(s). Publication 1035, Extending the Tax Assessment Period, provides a more detailed explanation of your rights and the consequences of the choices you make. You may obtain Publication 1035 free of charge from the IRS web site at www.irs.gov or by calling toll-free 1-800-829-3676. Signing this consent will not deprive you of any appeal rights to which you would otherwise be entitled. If you decide not to extend the statute of limitations, you are not eligible for an advance ruling. Consent Fixing Period of Limitations Upon Assessment of Tax Under Section 4940 of the Internal Revenue Code For Organization (Signature of Officer, Director, Trustee, or other iT pe or pnnt narne of signer) (Date) authonzed official) iType or pent title or authority of signer) For IRS Use Only IRS Director, Exempt Organizations (Date) b Request for Definitive Ruling: Check this box if you have completed one tax year of at least 8 full months and you are requesting a definitive ruling. To confirm your public support status, answer line 6b(i) if you checked box g in line 5 above. Answer line 6b(ii) if you checked box h in line 5 above. If you checked box i in line 5 above, answer both lines 6b(i) and (ii). (i) (a) Enter 2% of line 8, column (e) on Part IX-A. Statement of Revenues and Expenses (b) Attach a list showing the name and amount contributed by each person, company, or organization whose Li1 gifts totaled more than the 2% amount. If the answer is "None," check this box. (ii) (a) For each year amounts are included on lines 1, 2, and 9 of Part IX-A. Statement of Revenues and Expenses, attach a list showing the name of and amount received from each disqualified person. If the answer is "None," check this box. fl (b) For each year amounts are included on line 9 of Part IX-A. Statement of Revenues and Expenses, attach a list showing the name of and amount received from each payer, other than a disqualified person, whose payments were more than the larger of (1) 1% of line 10, Part IX-A. Statement of Revenues and Expenses, or (2) $5,000. If the answer is "None," check this box. 7 Did you receive any unusual grants during any of the years shown on Part IX-A. Statement of Revenues and Expenses? If "Yes," attach a list including the name of the contributor, the date and Yes GZI No amount of the grant, a brief description of the grant, and explain why it is unusual. Form 1023 (Rev. 6-2006) Gila River Indian Community Grant Application Grant Cycle 2016 Cover Sheet Municipality Information 1. Date of Application: 2/18/2016 (NOTE: Click or use up/down arrow keys to move among fields) 2. Name of City, Town or County: Maricopa County 3. Mayor (City or Town) or Board of Supervisor’s Chairman (County): Steve Chucri 4. Mailing Address: 301 W. Jefferson Street, 10th Floor 5. City: Phoenix State: Arizona Zip Code: 85003 6. Acknowledgement of Submission by Authorized Municipality Representative: Typed Name: Amanda Nash Signature: Applicant Information 7. Department/Organization Name: Circle the City 8. Is this a non-profit 501c(3) Organization? No Yes If yes, attach IRS Determination Letter 9. Application Contact Person: Wendy White Title: Grants Specialist 10. Phone Number: 602-357-4257 11. Mailing Address: 300 W. Clarendon Avenue, Suite 200 12. City: Phoenix State: Arizona Zip Code: 85013 13. Email Address: wwhite@circlethecity.org Website Address: www.circlethecity.org Project Information 14. Project Name: Medical Respite Care for Uninsured and Under-Insured People Experiencing Homelessness 15. Purpose of Grant: To provide critical medical respite care and wrap-around services to uninsured and under- insured men and women experiencing homelessness while ill or injured. 16. Priority Funding Area Healthcare 17. Annual amount requested $75,000 18. Number of years that funding is requested 1 19. Total amount requested (annual amount x # $75,000 of years) 20. Has your organization received past funding Yes. Circle the City received a $70,000 grant from the Gila River from GRIC? If yes, list each year and amount Indian Community for FY2014. 21. Geographic area served Maricopa County For Office Use Only: Data Entry Receipt Evaluation Gila River Indian Community Grant Application Grant Cycle 2016 Narrative Please structure your proposal to provide the following information in the order indicated. Provide the narrative in paragraph form in the text field provided. Please be thorough but strive for brevity. 1. Briefly describe the organization’s mission, history and goals. Circle the City is a rapidly growing non-profit community health organization dedicated to creating and delivering innovative healthcare solutions that compassionately address the needs of men, women, and children facing homelessness in Maricopa County. Incorporated in 2008 by Sister Adele O’Sullivan, CSJ, MD, Circle the City offers a continuum of homeless healthcare that is one-of-a-kind in the state and one of the only models of its type in the nation. In 2012, Circle the City launched the state’s first and only medical respite center for men and women experiencing homelessness while ill or injured. Always looking for opportunities to fill critical gaps in the homeless healthcare system, in May 2015 Circle the City initiated a homeless-focused Assertive Community Treatment (ACT) Team that provides street-based, intensive behavioral healthcare services including psychiatric support, case management, and housing assistance for 100 of the most seriously mentally ill people experiencing homelessness. In September 2015, Circle the City opened The Parsons Family Health Center, a homeless-specialty primary care facility that provides comprehensive medical care as well as on-site wrap- around services including case management. Furthering its community outreach, Circle the City also launched a two-room mobile medical clinic that visits parks, supportive housing complexes, and other homeless community service agencies in order to provide healthcare to those who cannot access the fixed primary care site. Collectively, Circle the City expects to serve more than 4,000 individuals in FY2016. Ultimately, Circle the City is committed to ending homelessness by providing high quality medical care and social services that give patients the tools and resources to lead healthy, independent lives. 2. If the organization is a non-profit 501c(3), please describe your relationship with the municipality including past and present support, whether it be through partnerships, collaborations, in-kind contributions, grants, tax-based funding or other. If the organization is a municipality governmental sub-division please enter the text “Not applicable.” Circle the City was the recipient of a 2014 Maricopa County CDGB grant. Additionally, the organization partnered with the Maricopa Association of Governments (MAG) on a 2014 Dignity Health Community of Care grant that worked to test the Service Prioritization Decision Assistance Tool (SPDAT) on medically vulnerable homeless persons in order to prioritize and expedite access to supportive housing for these individuals. 3. Describe the proposed project and planned goals and activities. Project: Gila River Indian Community Grant Application Grant Cycle 2016 Before the Medical Respite Center opened in 2012, Phoenix was the largest metropolitan area in the country without a medical respite facility for men and women experiencing homelessness. Hospitals provided temporary medical care for the most acutely ill and injured but there was no post-discharge option for patients to receive recuperative care. As a result, patients were discharged back to the streets or emergency shelters where—without a clean bed, access to medication, oversight from a physician, and assistance from a caregiver—recovery was difficult, if not impossible. Many patients suffered complications and, often via expensive 911 calls, returned to hospitals and emergency rooms again and again, overutilizing an already overburdened system and costing local taxpayers untold millions of dollars. Since launching three years ago, the 50-bed, 24/7 Medical Respite Center has cared for more than 800 patients and has quickly become one of the nation’s leading models for holistic, homeless-focused integrated healthcare. Approximately 30% of the patient population is either uninsured or under-insured but, at Circle the City, no patient is ever turned away because of an inability to pay. In FY2016, Circle the City expects to provide more than $1 million in charitable care to these patients. Goals: 1. Provide more than 15,300 bed days of acute medical services and case management to ill or injured homeless individuals. Of the approximately 340 total patients who will be cared for, upwards of 125 are expected to be uninsured or under-insured; 2. Establish integrated, holistic plans of care for 100% of these uninsured or under-insured patients; 3. Maintain the necessary engagement to ensure that at least 75% of these patients successfully complete all goals established in their respective care plans; 4. Successfully connect at least 90% of these patients with relevant benefits or entitlements, including nutritional assistance, health insurance, income, and housing; 5. Successfully transition at least 75% of these patients into living situations other than the streets or emergency shelter system. Activities: Each patient interacts daily with compassionate doctors and nurses and receives wrap-around services on-site including psychiatric evaluation, physical therapy, and substance abuse intervention. Patients also meet regularly with case managers to apply for identification and other documents, benefits, and housing to ensure that they are successfully discharged to living environments other than the streets or emergency shelter system. Additionally, more than 150 volunteers lead activities and events for patients including art classes, bingo, crafts Gila River Indian Community Grant Application Grant Cycle 2016 sessions, and tutoring. These activities are an important component in reintegrating patients back into the community from which homelessness has isolated them. 4. Describe how the proposed project satisfies one or more of the priority funding areas identified by the Gila River Indian Community. This request meets the Gila River Indian Community’s Healthcare priority area, specifically direct patient care. 5. Identify the needs/problems to be addressed, target population and number of people to be served by the project. Needs: Homelessness has devastating effects on a person’s health. In one study, the prevalence rate of chronic medical illness in the homeless was one-half of the surveyed population compared with less than one-quarter of the housed population (Donovan et al., 2007). Because of a lack of income, insurance, or transportation, these health conditions are left untreated and are complicated by high incidences of mental health and substance abuse disorders. As a result, people experiencing homelessness are some of the most frequent and costly users of healthcare services. They visit emergency departments 9 to 12 times more than people who are housed, have higher rates of hospitalization, and stay longer per admission (S.W. Hwang et al., 2011). But medical respite care has proven to be a cost-effective and safe stabilization point for men and women to land after long and complex periods of hospitalization or for individuals living in homelessness whose complicated illnesses or injuries have begun to spiral out of control. For the average cost of one day of hospitalization--$2,194—Circle the City provides each patient with more than 10 days of holistic, physican-supervised medical respite care in a safe and clean environment. Target Population: Men and women experiencing homelessness while ill or injured are the Medical Respite Center’s target population. Approximately 42% of Circle the City’s patients are age 55 and older. This data aligns directly with a national phenomenon called “The Aging of the Homeless,” which was discussed in the October 2014 issue of The Lancet medical journal. The median age of the homeless population in the United States has risen to nearly 50 years of age. Individuals between the ages of 50-61 have experienced homelessness at higher rates throughout their lives than previous generations did. This is creating a more intensive medical need for the care of chronic disease, geriatric conditions, frailty, and end-of-life issues. Circle the City has positioned itself to meet the needs of this particularly vulnerable and growing population. Number of People Served: Circle the City expects to care for at least 125 uninsured and under-insured patients in FY2016. 6. Define the project as a new or continuing program. Gila River Indian Community Grant Application Grant Cycle 2016 The medical respite care program is a continuing project that began in October 2012. FY2016 began July 1, 2015, and ends June 30, 2016. 7. Provide a brief timeline including start and finish dates. Indicate if the timeline is flexible. Medical respite care is an ongoing patient care program and, as such, the timeline is flexible with patients being admitted and discharged on a continual basis. Please see the attachment for an example of a timeline of one patient’s Medical Respite Center stay. 8. Identify other organizations, partners or funders participating in the project and their roles. Circle the City collaborates with numerous community partners to provide an array of services for all its patients, including those who are uninsured and under-insured. Four major hospital systems (Abrazo Community Health Network, Banner Health, Dignity Health, and Honor Health) maintain referral contracts with Circle the City and send patients experiencing homelessness to the Medical Respite Center for recuperative care to heal from serious illnesses and injuries. While these hospital contracts pay for a portion of patient stays, Circle the City must use charitable care monies to fund the balance for patients from hospitals or community settings who are uninsured or under-insured. Another important partner is Hospice of the Valley, which owns Circle the City’s building and exchanges reduced rent for end-of-life care for homeless hospice patients. Collaborating with additional local agencies is a critical means for meeting patients’ social service needs, including post-discharge housing. These partners include Native American Connections, Arizona Housing Inc., and Ozanam Manor. Circle the City also has academic affiliations with medical and nursing schools that rotate students into the Medical Respite Center to learn about homeless-specific medical care. Participating schools include A.T. Still University (first- and second-year medical students); Creighton University (fourth-year medical elective course); Mayo School of Graduate Medical Education (resident education in neurology and internal medicine); and Midwestern University (resident education in podiatry). Finally, employee groups from corporations such as Willis of Arizona and Intel provide volunteers for various projects and conduct company-wide collections of items needed by patients. 9. Would you be able to implement the proposed plan if your organization received partial funding for this project? Yes. Circle the City’s ability to meet the needs of vulnerable members of the community—especially those who are uninsured or under-insured—depends on the generosity of donors and grantors. Circle the City is grateful for all levels of financial support. But in the unfortunate case that adequate funding is not secured to support this activity, the organization would scale back either services or scope of operation until key resources are once again secured. Gila River Indian Community Grant Application Grant Cycle 2016 10. Describe your plan for project sustainability beyond the grant period. If this is a program/project previously funded by the Gila River Indian Community describe efforts made towards the previously described sustainability plan. Since the Gila River Indian Community’s last grant, Circle the City has secured bed contracts with local hospitals; continued to put on two annual fundraisers and will add a third annual event—a community breakfast--this April; and has held periodic need-specific campaigns. One of the most important strategic achievements for sustainability occurred in 2014 with the successful integration of the Medical Respite Center into the local Medicaid (AHCCCS) health plans. Additionally, in May 2015, Circle the City received the highly competitive designation of Federally Qualified Health Center (FQHC). This designation allows Circle the City to receive enhanced Medicare and Medicaid reimbursement for eligible medical services. In this new funding environment, Circle the City is able to leverage each philanthropic dollar granted to the organization by a factor of three to four by matching it with the enhanced health services revenue. In FY2016, Circle the City projects to provide, organization-wide, nearly $8M worth of holistic, high-quality healthcare on total fundraising of $2M. 11. Describe your plan to document progress and results. Circle the City’s most advanced method for monitoring outcomes is its electronic medical record (EMR), which tracks patient demographics, frequency and length of engagements with medical providers, and outcomes, both medical and social. Provider notes, charts, and documents are scanned into the integrated medical record, which is then reported on and analyzed to track outcomes for uninsured and under-insured patients. 12. Indicate any application to and/or awards made by a tribe other than the Gila River Indian Community for state shared revenues for this and any other project. If this information is included in a separate attachment, please indicate that here. Circle the City is not applying for additional tribal funding. Gila River Indian Community Grant Application Grant Cycle 2016 Project Budget Budget Period: FY2016 (July 1, 2015, to June 30, 2016) For each budget item listed here please provide a narrative description on the following Project Budget Detail page. Proposed Budget Expense Amount Amount In Kind Total Budget (list each budget item) requested from requested or contributions GRIC secured from other funders 1. Salaries and Wages $ 28,000 $1,357,000 $--------- $1,385,000 2. Consultants and Professional Fees $ 3,000 $ 185,000 $--------- $ 188,000 3. Insurance and Benefits $ 7,000 $ 374,000 $--------- $ 381,000 4. Supplies $ 3,000 $ 136,000 $--------- $ 139,000 5. Rent/Utilities/Phone $ 19,000 $ 697,000 $ 219,000 $ 935,000 6. Other $ 15,000 $ 718,000 $--------- $ 733,000 7. Click here to enter text. $0 $0 $0 $0 8. Click here to enter text. $0 $0 $0 $0 9. Click here to enter text. $0 $0 $0 $0 10. Click here to enter text. $0 $0 $0 $0 11. Click here to enter text. $0 $0 $0 $0 12. Click here to enter text. $0 $0 $0 $0 13. Click here to enter text. $0 $0 $0 $0 14. Click here to enter text. $0 $0 $0 $0 15. Click here to enter text. $0 $0 $0 $0 16. Click here to enter text. $0 $0 $0 $0 17. Click here to enter text. $0 $0 $0 $0 Total Budget $ 75,000 $3,467,000 $ 219,000 $3,761,000 Gila River Indian Community Grant Application Grant Cycle 2016 Project Budget Detail Please provide a narrative description for each of the project budget items listed on the previous page. Include the dollar figure and how it was derived. 1. Salaries and Wages ($28,000 grant; $1,385,000 total) includes salaries for medical staff, behavioral health staff, case managers, and other program direct staff. 2. Consultants and Professional Fees ($3,000 grant; $188,000 total) includes payment for services provided by contract labor, including physical therapists and contract physicians. 3. Insurance and Benefits ($7,000 grant; $381,000 total) includes benefits for program staff. 4. Supplies ($3,000 grant; $139,000) includes medical supplies, linen and laundry, as well as clothing and personal care items for the patients who often arrive without any belongings. 5. Rent/Utilities/Phone ($19,000 grant; $935,000 total) includes facility and administrative direct charges and allocations. This category also includes in-kind rent. 6. Other ($15,000 grant; $733,000 total) includes additional direct respite center expenses, respite in-kind service and expenses, total respite food, and total respite shelter. 7. *The Better Business Bureau’s Wise Giving Standards for Charity Accountability recommends that charities spend at least 65% of total expenses on program activities, which Circle the City exceeds by 20%. Additionally, Circle the City is 18% below the 33% benchmark for spending on general, administrative, and fundraising expenses. 8. Click here to enter text. 9. Click here to enter text. 10. Click here to enter text. 11. Click here to enter text. 12. Click here to enter text. 13. Click here to enter text. 14. Click here to enter text. 15. Click here to enter text. Gila River Indian Community Grant Application Grant Cycle 2016 16. Click here to enter text. 17. Click here to enter text. Other explanation: Click here to enter text. M e d i c a l R e s p i t e C a r e healing and P r i m a r y hope H e a l t h c a r e M o b i l e Medical Outreach C a s e M a n a g e m e n t E n d - o f - a n d H e a l t h L i f e N a v i g a t i o n C a r e M e n t a l Administrative Office a n d 300 W. Clarendon Avenue, Suite 200 B e h a v i o r a l Phoenix, AZ 85013 602-776-0776 H e a l t h c a r e info@circlethecity.org To create and deliver innovative healthcare solutions that compassionately address the needs of men, women, and children facing homelessness. Services: M e d i c a l Circle the City’s Medical Respite Center is a 50-bed, 24/7 333 W. Indian School Road R e s p i t e C a r e facility for homeless adults that provides supervised medical Phoenix, AZ 85013 care, behavioral healthcare, and case management services in order to connect patients with housing and other 602-776-9000 social benefits prior to discharge. By offering patients dedicated time and a place to heal, the Medical Respite Center has helped more than 700 homeless men and women recover from illnesses and injuries during the past three years. Additionally, the respite center has placed 78% of these individuals in living situations other than the streets or emergency shelter system at discharge. P r i m a r y The Parsons Family Health Center is a homeless- 3522 N. 3rd Avenue H e a l t h c a r e specialty primary care facility that provides Phoenix, AZ 85013 comprehensive medical care as well as integrated psychiatric, behavioral health, and 602-776-7676 case management services. Circle the City opened The Parsons Family Health Center to address the gap in primary and preventative healthcare for both individuals and families journeying through homelessness. Services are available through both prescheduled and walk- up appointments during the weekdays between 8 a.m. to 5 p.m. (closed for lunch from 12-1 p.m.). M o b i l e Circle the City furthers its community outreach Please consult M e d i c a l through a two-exam room Mobile Medical www.circlethecity.org for O u t r e a c h Clinic that visits parks, housing complexes, and the Mobile Medical Clinic’s other community service agencies serving the schedule of visits. homeless. Between the fixed site and the mobile clinic, Circle the City will serve more than 4,000 individuals in 2015-2016. B e h a v i o r a l H e a l t h c a r e Continuing its mission to help end homelessness through high quality, integrative healthcare, Circle 3522 N. 3rd Avenue the City has launched Arizona’s first homeless-focused Phoenix, AZ 85013 Assertive Community Treatment (ACT) Team. This multi -disciplinary mental health team serves 100 vulnerable 602-266-6000 adults experiencing homelessness and provides them with intensive psychiatric support; nursing care; case management; substance abuse intervention; employment support; independent-living skills; and housing assistance. Donate now! For more information: www.circlethecity.org/donations info@circlethecity.org 602-776-0776 602-776-0776 Created: 02/02/2016 Last updated: 03/09/2016 Page 1 General information Organization Community Information and Referral Services (CIR) Contact First name Catherine Contact Last name Rea Contact e-mail crea@cir.org Contact phone number 602.263.8845 Address Street 2200 N Central Ave Suite 211 City Phoenix State Arizona ZIP Code 85004 From what tribe is the organization requesting the grant? Gila River Indian Community Total grant amount request 250,000 The Gila River Indian Community offers multi-year awards. If your organization is requesting a multi-year grant for this project or program from the Gila River Indian Community, enter the amount to be requested each year. Amount Year 1 (Gila River Indian Community Grants Only) 50,000 Year 2 (Gila River Indian Community Grants Only) 50,000 Year 3 (Gila River Indian Community Grants Only) 50,000 Year 4 (Gila River Indian Community Grants Only) 50,000 Year 5 (Gila River Indian Community Grants Only) 50,000 1 of 1 4." 1/41 M IRS Internal Department Revenue of the Treasury Service P.O. Box 2508 In reply refer to: 0248344558 Cincinnati OH 45201 Mar. 10, 2015 LTR 4168C 0 86-0374813 000000 00 00017223 BODC: TE COMMUNITY INFORMATION AND REFERRAL SERVICES 2200 N CENTRAL AVE PHOENIX AZ 85004 016912 Employer Identification Number: 86-0374813 Person to Contact: Mr. Burns Toll Free Telephone Number: 1-877-829-5500 Dear Taxpayer: This is in response to your Feb. 27, 2015, request for information regarding your tax-exempt status. Our records indicate that you were recognized as exempt under section 501(c)(3) of the Internal Revenue Code in a determination letter issued in January 1980. Our records also indicate that you are not a private foundation within the meaning of section 509(a) of the Code because you are described in section(s) 509(a)(1) and 170(b)(1)(A)(vi). Donors may deduct contributions to you as provided in section 170 of the Code. Bequests, legacies, devises, transfers, or gifts to you or for your use are deductible for Federal estate and gift tax purposes if they meet the applicable provisions of sections 2055, 2106, and 2522 of the Code. Please refer to our website www.irs.gov/eo for information regarding filing requirements. Specifically, section 6033(j) of the Code provides that failure to file an annual information return for three consecutive years results in revocation of tax-exempt status as of the filing due date of the third return for organizations required to file. We will publish a list of organizations whose tax-exempt status was revoked under section 6033(j) of the Code on our website beginning in early 2011. Gila River Indian Community Grant Application Grant Cycle 2016 Cover Sheet Municipality Information 1. Date of Application: 2/23/2016 (NOTE: Click or use up/down arrow keys to move among fields) 2. Name of City, Town or County: Maricopa County 3. Mayor (City or Town) or Board of Supervisor’s Chairman (County): Clint Hickman 4. Mailing Address: 301 W. Jefferson, 10th Floor 5. City: Phoenix State: Arizona Zip Code: 85003 6. Acknowledgement of Submission by Authorized Municipality Representative: Typed Name: Amanda Nash, Maricopa County Government Relations, 301 W. Jefferson, 10th Floor, Phoenix AZ 85003, 602-506-4485 Signature: Applicant Information 7. Department/Organization Name: Community Information and Referral Services 8. Is this a non-profit 501c(3) Organization? No Yes If yes, attach IRS Determination Letter 9. Application Contact Person: Catherine Rea Title: CEO 10. Phone Number: 602-263-8845 11. Mailing Address: 2200 N. Central Ave., Suite 211 12. City: Phoenix State: Arizona Zip Code: 85004 13. Email Address: crea@cir.org Website Address: www.211arizona.org Project Information 14. Project Name: 2-1-1 Arizona 15. Purpose of Grant: To increase direct service capacity of 2-1-1 Arizona Services 16. Priority Funding Area Healthcare 17. Annual amount requested $50,000 18. Number of years that funding is requested 5 19. Total amount requested (annual amount x # $250,000 of years) 20. Has your organization received past funding No from GRIC? If yes, list each year and amount State of Arizona, primarily Maricopa County at 81% of call center 21. Geographic area served service For Office Use Only: Data Entry Receipt Evaluation Gila River Indian Community Grant Application Grant Cycle 2016 Narrative Please structure your proposal to provide the following information in the order indicated. Provide the narrative in paragraph form in the text field provided. Please be thorough but strive for brevity. 1. Briefly describe the organization’s mission, history and goals. Community Information and Referral Services (CIR) was founded in 1964 and incorporated in 1979 as a 501(c)(3) nonprofit organization. CIR’s mission is “CIR transforms lives by linking individuals and families to vital community services throughout Arizona”, and our vision is that “All Arizonans are easily connected to available health and human services in their communities”. CIR’s 2-1-1 Arizona program is the main source for health and human service information and referrals in the State of Arizona. With currently over 37,000 services available provided by nearly 10,000 participating agency and community programs, 2-1-1 Arizona fulfilled over 1.3 million service requests in FY 2015 through the 2-1-1 call center, our website at www.211arizona.org , a telephone Integrated Voice Response system (IVR) and iPhone and Android applications. 2-1-1 Arizona provides callers with information and referrals to basic human needs, physical and mental health resources, employment support, older adult, persons with disabilities, children, youth and families support, and volunteer opportunities and donations. 2-1-1 Arizona also provides easy access to vital community and government service programs available, coordination of volunteer needs and opportunities statewide, eliminates duplication of information and referral services for providers, provides demographic feedback and tracking of trends in needs, services, gaps, and poverty areas, and valuable support for emergency 9-1-1 operations and disaster relief efforts. 2. If the organization is a non-profit 501c(3), please describe your relationship with the municipality including past and present support, whether it be through partnerships, collaborations, in-kind contributions, grants, tax-based funding or other. If the organization is a municipality governmental sub-division please enter the text “Not applicable.” Community Information and Referral Services is a non-profit 501c(3) agency. We have worked with Maricopa County on several projects including its Childhood Immunization program and Community Disaster Resilience Partnership, and are currently contributing client demographic and need data to several departments. 3. Describe the proposed project and planned goals and activities. 2-1-1 Arizona is requesting $50,000 for FY 2016 and beyond to increase tribal resources available in the 2-1-1 database and enhance call center capacity by increasing direct service to callers, and thereby adding approximately hours of answer time available to callers. Currently, due to increase demand for services, 2-1-1 Arizona is experiencing an average 25 % call abandonment rate. Funding from Gila River Indian Community would greatly assist in increasing fulfilling service requests to 2-1-1 Arizona callers, and to all the programs that depend on us for client referrals. Gila River Indian Community Grant Application Grant Cycle 2016 4. Describe how the proposed project satisfies one or more of the priority funding areas identified by the Gila River Indian Community. 2-1-1 Arizona services satisfy several priority areas identified by the Gila River Indian Community, but namely the areas of healthcare and public safety information and referral services. Healthcare - health promotion, disease prevention, wellness activities, recreational activities that promote physical fitness, nutrition, behavioral health programs, drug, alcohol or tobacco use cessation, direct patient care, health education, and other programs that may assist in improving the overall health of participants or the community. Public Safety - programs and projects that enhance the efforts of police departments and fire departments, crime prevention programs, reduction of environmental hazards, educational programs that promote public and individual safety, shelters. As a healthcare priority, 2-1-1 Arizona acts as the go-to number for healthcare enrollment agencies, immunizations, food and nutrition assistance programs, substance abuse/detox treatment resources, among many other healthcare services that are available in Arizona. For the public safety priority, 2-1- 1 Arizona acts as a backup to emergency and disaster relief efforts by directing those in need to shelters, food, and other emergency services. 5. Identify the needs/problems to be addressed, target population and number of people to be served by the project. As the only 211 call center for the state of Arizona, and with the most comprehensive data base of services and providers, the need that 2-1-1 Arizona fulfills is the ability to connect people to available health, human, community, government and disaster relief services in a free, confidential and efficient manner. The target population of 2-1-1 Arizona are primarily low-income Arizonans with over 1.3 million service requests fulfilled last year through the 2-1- 1 dialling call center, website at www.211Arizona.org, Interactive Voice Response (IVR) system and iPhone and Android applications. 6. Define the project as a new or continuing program. 2-1-1 Arizona was started in October 2011 and is a continuing program. 7. Provide a brief timeline including start and finish dates. Indicate if the timeline is flexible. 2-1-1 Arizona is a continual program. 8. Identify other organizations, partners or funders participating in the project and their roles. 2-1-1 Arizona collaborates with over 37,000 services available through nearly 10,000 providers that depend on 2-1-1 for efficient and confidential information and referrals for needed services available. Funders of 2-1-1 Arizona include Valley of the Sun United Way, Arizona Departments of Economic Security and Housing, the City of Tempe, Gila River Indian Community Grant Application Grant Cycle 2016 the City of Peoria, the City of Goodyear, Yuma County United Way, United Way of Northern Arizona, Salt River Project, APS, South West Gas, Cox Communications, and Seasons for Sharing. 9. Would you be able to implement the proposed plan if your organization received partial funding for this project? Yes, but on a limited service basis. 10. Describe your plan for project sustainability beyond the grant period. If this is a program/project previously funded by the Gila River Indian Community describe efforts made towards the previously described sustainability plan. 2-1-1 Arizona has been engaged in advocacy efforts towards a state wide funding appropriation through the Arizona legislature 11. Describe your plan to document progress and results. 2-1-1 Arizona monthly monitors call and web site searches to determine needs, gaps in service areas, as well as caller satisfaction survey call-backs for continual quality improvement. In addition the call center captures caller demographics as well as the caller’s needs and the agencies referred to. The website at www.211arizona.org captures the viewers city as well as the needs and agencies viewed. Finally, the IVR captures the caller entered zip code and the recording of the need chosen. All of this data is collated and reported to funders and community partners. 12. Indicate any application to and/or awards made by a tribe other than the Gila River Indian Community for state shared revenues for this and any other project. If this information is included in a separate attachment, please indicate that here. 2-1-1 Arizona received one-time funding from the Pima Salt River Indian Community in 2014 in the amount of $78,000. Gila River Indian Community Grant Application Grant Cycle 2016 Project Budget Budget Period: July 1, 2016-June 30, 2017 For each budget item listed here please provide a narrative description on the following Project Budget Detail page. Proposed Budget Expense Amount Amount In Kind Total Budget (list each budget item) requested from requested or contributions GRIC secured from other funders 1. Salaries $50,000 $275,309 $0 $325,309 2. Employee Benefits and Taxes $0 $65,709 $0 $65,709 3. Employee Education and Training $0 $3,000 $0 $3,000 4. Professional Fees and Contracts $0 $15,000 $0 $15,000 5. Communications (phone, postage) $0 $60,000 $0 $60,000 6. Supplies/Equip Rental and Maint. $0 $6,000 $0 $6,000 7. Occupancy (rent, utilities, building) $0 $30,000 $0 $30,000 8. Advertising / Printing $0 $6,000 $0 $6,000 9. Travel / Meetings/ Conferences $0 $6,000 $0 $6,000 10. Non-payroll Insurance $0 $3,000 $0 $3,000 11. Other $0 $-30,633 $0 $-30,633 12. Click here to enter text. $0 $0 $0 $0 13. Click here to enter text. $0 $0 $0 $0 14. Click here to enter text. $0 $0 $0 $0 15. Click here to enter text. $0 $0 $0 $0 16. Click here to enter text. $0 $0 $0 $0 17. Click here to enter text. $0 $0 $0 $0 Total Budget $50,000 $439,385 $0 $489,385 Gila River Indian Community Grant Application Grant Cycle 2016 Project Budget Detail Please provide a narrative description for each of the project budget items listed on the previous page. Include the dollar figure and how it was derived. 1. Salaries – 325,309 – Was derived from actual salary costs for 2-1-1 Arizona personnel 2. Employee Benefits and Taxes – 65,709 – Was derived from actual benefit costs for 2-1-1 Arizona personnel 3. Employee Education and Training – 3,000 – The amount needed for 2-1-1 Arizona personnel for the AIRS Conference classes and for online class courses 4. Professional Fees and Contracts – 15,000 – Agency Audit cost 10,000, Design, Artwork of Directory, Annual Report, Infographic Reports, Website designs – 5,000 5. Communications – 60,000 – Contract cost for telephone provider and average postage cost of mailed material 6. Supplies/Equip Rental and Maint – 6,000 – Equipment lease 2,000, office supplies 2,000, repairs and maintenance 2,000 7. Occupancy – 30,000 – Facility rent cost including electricity and water 8. Advertising/ Printing and Publications – 6,000 – Advertising/Employment adds 1,000, Printing of brochures, cards, 5,000 9. Travel / meetings / conferences – 6,000 – The amount of money needed by 2-1-1 Arizona personnel for air transportation, hotel rooms and food for the AIRS Conference 10. Non-Payroll Insurance – 3,000 – Required insurance for the agency 11. Other – (30,633) – Board Meetings 1,000, Postage 2,500, Directory Postage 500, Public relations and fund raising 6,000 admin allocation 29,117, change in assets (69,750) 12. Click here to enter text. 13. Click here to enter text. 14. Click here to enter text. 15. Click here to enter text. Gila River Indian Community Grant Application Grant Cycle 2016 16. Click here to enter text. 17. Click here to enter text. Other explanation: Click here to enter text. Last updated: 02/04/2016 Page 1 General information Organization Duet: Partners In Health and Aging Contact First name Elizabeth Contact Last name Banta Contact e-mail banta@duetaz.org Contact phone number 602 274 5022 Address Street 555 W Glendale Avenue City Phoenix State AZ ZIP Code 85012 From what tribe is the organization requesting the grant? Gila River Indian Community Total grant amount request 70000 The Gila River Indian Community offers multi-year awards. If your organization is requesting a multi-year grant for this project or program from the Gila River Indian Community, enter the amount to be requested each year. Amount Year 1 (Gila River Indian Community Grants Only) 35000 Year 2 (Gila River Indian Community Grants Only) 35000 Year 3 (Gila River Indian Community Grants Only) Year 4 (Gila River Indian Community Grants Only) Year 5 (Gila River Indian Community Grants Only) 1 of 1 IRS Department or the Treasury Internal Revenue Service P.O. Box 2508, Room 4010 In reply refer to: 4077556534 Cincinnati OH 45201 Sep. 22, 2009 LTR 4168C 0 74-2370522 000000 00 00025918 BODC: TE DUET PARTNERS IN HEALTH & AGING INC 555 W GLENDALE AVE PHOENIX AZ 85021-8763 005227 Employer Identification Number: 74-2370522 Person to Contact: SHARON LENARD Toll Free Telephone Number: 1-877-829-5500 Dear Taxpayer: This is in response to your request of Aug. 28, 2009, regarding your tax-exempt status. Our records indicate that a determination letter was issued in November 1985, that recognized you as exempt from Federal income tax, and discloses that you are currently exempt under section 501(c)(3) of the Internal Revenue Code. Our records also indicate you are not a private foundation within the meaning of section 509(a) of the Code because you are described in section(s) 509(a)(1) and 170(b)(1)(A)(vi). Donors may deduct contributions to you as provided in section 170 of the Code. Bequests, legacies, devises, transfers, or gifts to you or for your use are deductible for Federal estate and gift tax purposes if they meet the applicable provisions of sections 2055, 2106, and 2522 of the Code. If you have any questions, please call us at the telephone number shown in the heading of this letter. Sincerely yours, Cindy Westcott Manager, EO Determinations Gila River Indian Community Grant Application Grant Cycle 2016 Cover Sheet Municipality Information 1. Date of Application: 2/5/2016 (NOTE: Click or use up/down arrow keys to move among fields) 2. Name of City, Town or County: Maricopa 3. Mayor (City or Town) or Board of Supervisor’s Chairman (County): Clint L. Hickman 4. Mailing Address: 301 W. Jefferson St. 10th Floor 5. City: Phoenix State: Arizona Zip Code: 85003 6. Acknowledgement of Submission by Authorized Municipality Representative: Typed Name: Amanda Nash, Maricopa County Government RelationsSignature: Applicant Information 7. Department/Organization Name: Duet:Partners In Health and Aging 8. Is this a non-profit 501c(3) Organization? No Yes If yes, attach IRS Determination Letter 9. Application Contact Person: Elizabeth Banta Title: Executive Director 10. Phone Number: 602 274 5022 11. Mailing Address: 555 W Glendale 12. City: Phoenix State: Arizona Zip Code: 85021 13. Email Address: banta@duetaz.org Website Address: www.duetaz.org Project Information 14. Project Name: Aging With Dignity Through Escorted Transportation 15. Purpose of Grant: Gila River Indian Community’s support will lead to 17000 escorted, free-of- charge rides to medical appointments and grocery stores for elders and adults with disabilities who wish to remain living in their own homes. 16. Priority Funding Area Transportation 17. Annual amount requested $35,000 18. Number of years that funding is 2 requested 19. Total amount requested (annual amount x $70,000 # of years) $43,000 in 2013 20. Has your organization received past $35,000 in 2015 funding from GRIC? If yes, list each year and Both grants were funded for vital transportation amount services for isolated elders and adults with disabilities. For Office Use Only: Data Entry Receipt Evaluation Gila River Indian Community Grant Application Grant Cycle 2016 Phoenix, Scottsdale south of Frank Lloyd Wright 21. Geographic area served Blvd, Glendale, Laveen, Peoria, and Fountain Hills. Gila River Indian Community Grant Application Grant Cycle 2016 Narrative Please structure your proposal to provide the following information in the order indicated. Provide the narrative in paragraph form in the text field provided. Please be thorough but strive for brevity. 1. Briefly describe the organization’s mission, history and goals. Founded in 1981, Duet’s mission is to promote health and well-being through a broad range of services to homebound adults, caregivers, faith communities, and grandparents raising grandchildren. Duet was the first in Arizona – beginning in 1984 - to offer free-of-charge volunteer services for homebound adults. These simple yet vital services not only meet essential needs such as getting food and medical care, but also relieve the isolation and depression common among homebound elders. Nineteen Arizona programs launched programs utilizing our model. Duet refers to those we serve through this program as “neighbors”. Duet was the first organization in Arizona to address challenges facing grandparents who are raising their grandchildren. We offer a wide range of services to help these caregivers persevere, including support groups, family outings, workshops, respite, legal assistance, and personalized guidance. Duet brought the concept of faith community nursing to Arizona in 1994, and is the only entity in the state to offer courses that provide registered nurses the training to serve as faith community nurses. Ongoing training and support help congregational health programs flourish. Seventy-two congregations currently have active health programs in place. 63,900 health interventions help at least 8,000 people in need during a year. Duet helps family caregivers of older adults through support groups, respite, personalized guidance, and workshops and retreats throughout the Valley. Duet was the first organization in Maricopa County to offer general (versus disease-specific) caregiver support services. The Virginia G. Piper Charitable Trust selected Duet as one of six nonprofits to participate in their inaugural “ATLAS” capacity building initiative that began in 2012 and concluded in 2015. As a result of this initiative, Duet board and staff strengthened our governance, financial, management, and administrative systems. We carried out a comprehensive self-assessment and capacity-building work plan, including restructuring and strengthening our development team. We implemented robust outcomes evaluation processes to measure the impact of all services on an ongoing basis. Duet now operates with a greater culture of analysis and longer-view perspective. To increase efficiency, we implemented state-of-the-art software that will integrate multiple service and donor databases into one. Building on the ATLAS work, the board created a new strategic plan that guides our mission- driven work for the next five years. We were honored when the Virginia G. Piper Charitable Trust invited Duet to submit a funding proposal in 2016 to enhance and expand Duet’s caregiver services over the period of three years. BHHS Legacy Foundation, after reviewing the volunteer services grant report we submitted, invited Duet to apply to the Foundation for an increased investment to strengthen and expand our volunteer transport and home-visiting services. Support will include the addition of personnel (part-time outreach coordinator, and social media intern) to bolster outreach in order to recruit more volunteers and inspire them to spread the word about the services available through Duet. Gila River Indian Community Grant Application Grant Cycle 2016 We know our programs are critical to the community, effective, and serve as models for other communities. Still, not all needs in our geographic service area are being filled. Gila River Indian Community’s financial support has been fundamental to our achievements. An award in 2016 will be key to helping achieve our vision of completely meeting the need for our vital transportation services in our service area. Duet’s volunteer services for homebound adults reach those in need in Phoenix, Fountain Hills, Glendale, Laveen, Paradise Valley, Peoria, and Scottsdale – communities that comprise 50% of the 65+ population in Maricopa County. In 2015, 757 homebound or disabled adults were assisted with 46,566 hours of direct service help from Duet volunteers, with 7,404 escorted rides provided to medical, grocery shopping and social service appointments. 2. If the organization is a non-profit 501c(3), please describe your relationship with the municipality including past and present support, whether it be through partnerships, collaborations, in-kind contributions, grants, tax-based funding or other. If the organization is a municipality governmental sub-division please enter the text “Not applicable.” Duet provides unduplicated services for the Cities of Phoenix, Scottsdale, Glendale, Peoria and Town of Paradise Valley, through contracted agreements. These services are complementary rather than duplicative, and provide the extra support needed by elders and adults with disabilities who must be accompanied to appointments and grocery stores. The City of Scottsdale created a one minute public service announcement in partnership with Duet that is on their website and airs on their Channel 11 cable station to recruit volunteers and to let people know where to seek help.Through referrals and general funds, Duet partners with these municipalities. Duet’s service area is Phoenix, Fountain Hills, Glendale, Paradise Valley, Peoria, and Scottsdale, avoiding overlap with seven non-profit organizations which offer volunteer services in-home in Maricopa County - all but one of which began by utilizing Duet’s model. Our award-winning transportation model features an interactive website map that shows people needing help in real time. Requests for our vital volunteer services are constantly increasing. Transportation is the most requested service. Duet has a strong presence in a local, age-friendly initiative with Maricopa Association of Governments, addressing solutions to community transportation issues for seniors. Nancy Cantor is Scottsdale's citizen liaison to the Maricopa Association of Governments Age-Friendly Communities Project. In a September 2014 Op Ed in the Arizona Republic, Nancy states “Probably the best kept secret in Scottsdale is that the city is coming to grips with its status as the Number 1 city in the country with a population over 100,000 that has the biggest portion of Gila River Indian Community Grant Application Grant Cycle 2016 its population over age 65. Thankfully, this is not such a big secret to organizations like Duet: Partners In Health and Aging, known more commonly as Duet.” She goes on to note “For more than 30 years, Duet has worked diligently to improve the quality of life for older adults across the Valley. While Duet helps thousands of elders, it promises to give each person individualized attention and respect, understanding and support.” 3. Describe the proposed project and planned goals and activities. No one should have to face life’s challenges alone. Duet helps homebound adults live in their own homes for as long as possible by pairing them with caring volunteers. In partnership with Gila River Indian Community, Duet will provide 32,000 escorted rides for elders who are too frail to travel unaccompanied to medical appointments and the grocery store. At least 310 elders will receive transportation to medical appointments, and 300 elders will receive ongoing escorted transportation for grocery shopping. Duet offers the essential coordination needed to transform volunteers’ good intentions into action. Volunteers provide their assigned neighbors with transportation – the focus of this proposal – as well as friendly visiting and phoning, home repair services and home safety assessments, computer assistance, respite, help with paperwork, and assistance in writing life stories. With the overarching goal that elders and adults with disabilities who no longer drive will live safely, independently, and with a sense of well-being in their own homes for as long as possible, the following highly effective strategies will be carried out throughout the grant period. • Recruit at least 200 new volunteers. Recruiting will include presenting before at least 30 community organizations, meeting with at least 40 current and prospective partner congregations and distributing monthly articles for their use. We will conduct outreach through regular press releases and story submissions to local media, social media such as Facebook and Twitter, monthly e-news, radio advertising, and equipping and training existing volunteers to reach out to prospective volunteers. We are hiring a part-time outreach staff member to carry out the above recruitment activities together with other staff and communications volunteers. • Conduct at least 18 volunteer orientations, to include fingerprinting, creating photo name badges, and completion of commitment sheets indicating the service(s) volunteers wish to provide, how many neighbors they wish to help, and geographic area(s) they are willing to serve. • Generate community awareness so people in need and referral sources know where to turn to for help through the same methods used to recruit volunteers, as well as by strengthening and building collaborations with nonprofit, for-profit, business, and government partners. The outreach position, noted above, will assist in these efforts, as will a social media intern secured. • Carry out telephone intakes and conduct home visits with neighbors seeking assistance. • Pair neighbors with volunteers who have agreed to offer the specific kinds of service that have been requested. Re-match as needed when volunteers are on vacation or retire from service. • Carry out quality assurance phone calls to volunteers and neighbors, and collect and review report forms submitted by volunteers. Provide ongoing supervision and problem-solving with volunteers and neighbors. • Recognize volunteers to assist with retention through a September, 2016, appreciation dinner, as well as regular communication. Gila River Indian Community Grant Application Grant Cycle 2016 In its new strategic plan Duet committed to increasing the number of neighbors receiving service by a minimum of 5% annually and increasing the net number of volunteers served by a minimum of 5% annually, with a focus on areas of greatest need. We also commit to ensuring volunteers and neighbors continue to have a positive experience from the time of orientation, the beginning of services and beyond. Presently, Duet is achieving 101% of our goal of number of service hours provided; 105% of our goal of number of rides; 102% of our goal of neighbors served, and 96% of our goal of new volunteers. In addition to the above outputs, we exceeded all goals relating to outcomes, as follows: • 98% of individuals knew that they could call Duet if additional help was needed or to reach their assigned volunteers (achieving 109% of our goal of 90%). • Monthly reports submitted by volunteers and quality assurance calls to individuals reflected a respectful, mutually positive match in at least 96% of cases (achieving 107% of our goal of 90%). Note – as part of our process we problem-solve any concerns, and rematch volunteers as needed, typically due to scheduling incompatibility. • 98% of neighbors surveyed by telephone reported that their ability to remain living at home has increased due to Duet’s services (achieving 109% of our goal of 90%). 4. Describe how the proposed project satisfies one or more of the priority funding areas identified by the Gila River Indian Community. Duet will satisfy Gila River Indian Community’s priority regarding transportation. Duet will also support the priority of improved healthcare. Most of us don’t think twice about the freedom we have to drive to work, grocery stores, friends or doctors. However, thousands of people in our community do not have that ability. Elders and adults with disabilities often have health or vision issues that prevent them from driving. This can lead to despair; many move out of their homes because they feel they have no other options. In addition, some elders are too frail to travel unaccompanied, or to manage the long waits and transfers that individuals face with bus and dial-a-ride service. By providing escorted, door-through-door transportation, Duet fills a critical gap in publicly funded transportation services for fragile elders and adults with disabilities. Compassionate volunteers enable homebound adults to fulfill basic needs, thus making it possible to live at home. Family caregivers who work, manage needs from another town, or are overwhelmed also benefit from support offered by caring volunteers to their loved ones. 5. Identify the needs/problems to be addressed, target population and number of people to be served by the project. A July 2015 AAA Foundation study found that driving cessation is associated with declines in general health and physical, social, and cognitive functions, and with increased risks of admission to long- term care facilities and mortality. To mitigate the potential adverse effects of driving cessation on health and well-being in older adults, intervention programs ensuring mobility and social functions are needed. Gila River Indian Community Grant Application Grant Cycle 2016 The US Census Bureau’s 2008 – 2012 American Community Survey reports that 69,341 people in Duet’s service area live in their own homes or apartments and have difficulty doing errands such as transportation or shopping due to physical, mental, or emotional conditions. Of these, 14,188 have incomes less than $25,000 per year. Our community benefits as we help elders maintain their dignity while making it possible for them to remain in their own homes, and out of costly nursing homes, for as long as possible. Based on an estimate of half of our neighbors delaying nursing home placement or assisted living by six months in a given year, Duet’s services result in an annual savings of at least $10.6 million – an expense that would largely be borne by taxpayers due to the low income nature of the population we assist. 310 people will be served by the project. Your investment will impact, on average, a woman with multiple health problems over age 80 with a monthly income of less than $1,000. Of current neighbors, 84% are women who live alone. Forty-four percent have incomes less than $1,000 per month; 34% have monthly incomes between $1,001 and $1,500; 13% fall between $1,501 -$2,000 per month and 9% have monthly income of $2,000 or more. Eighteen percent are 90+; 35% are 80 – 89; 21% are 70-79; 15% are 60 – 69; and 11% are between 19 and 59 years of age. Approximately 50% of Duet volunteers are recruited from the community at large and 50% come from 114 congregations that partner with Duet. Recruiting sufficient volunteers to meet service demands is a continual challenge. In addition to our existing strategies, we are building greater community awareness so that more people learn about our meaningful, flexible service opportunities. While we secure coverage in print and radio formats, and newsletters published by partnering faith communities and nonprofit partners, we are adopting, in 2016, fresh strategies for outreach that are sufficiently financed through a grant. 6. Define the project as a new or continuing program. This transportation proposal is an ongoing component of Duet’s proven volunteer services for homebound adults. Your funds will sustain and grow vitally needed, one-on-one transportation, leading to 32,000 rides for individuals at risk for institutionalization. 7. Provide a brief timeline including start and finish dates. Indicate if the timeline is flexible. Gila River Indian Community’s funding will support services for a two-year period beginning November, 2016, through October, 2018. The budget below reflects the 5% increase in services during year two. 8. Identify other organizations, partners or funders participating in the project and their roles. The very name “Duet: Partners In Health & Aging” celebrates our nature as a collaborative, interfaith organization. Duet meets pressing community needs because of long-standing collaborations with community-based nonprofits, businesses, faith communities, and thousands of generous donors and volunteers. Over 1,000 caring volunteers help fulfill Duet’s mission. We work in tandem with the greater Phoenix community to provide crucial services to older adults. From referrals and volunteers, to donations and in-kind support, our partners help us improve the lives of many who are facing challenges associated with aging. Gila River Indian Community Grant Application Grant Cycle 2016 We work closely with the Foundation for Senior Living; the Area Agency on Aging, Region One; ASU; Adult Protective Services; Rehabilitation and Blind Services; the Alzheimer’s Association; Jewish Family and Children’s Services; ASU; Adult Protective Services, and SAIL (Senior Adults for Independent Living); Foothills Caring Corps; About Care; Neighbors Who Care; Verde Cares; Y OPAS; Benevilla; East Valley Adult Resources, and Muhammad Ali Parkinson Center. In addition, partner congregations from many faiths and denominations have joined with us to create a service network. Many members of the congregations become Duet volunteers and they typically also provide meeting space and financial support. Duet currently is participating in an initiative with MAG addressing solutions to community transportation issues - the number one concern for aging people. Duet is the only organization in our service area that provides its services free-of-charge. There are no other programs in the geographic area served by Duet that offer escort transportation, shopping, friendly phoning and visiting, business assistance, and computer assistance at no fee. 9. Would you be able to implement the proposed plan if your organization received partial funding for this project? Duet will carry out the proposal even with partial funding. The amount of funding correlates to the number of escorted rides we will be able to coordinate. As all services are provided at no cost, their continuation and expansion depends on community support. Duet will stretch your dollars far to change lives. 10.Describe your plan for project sustainability beyond the grant period. If this is a program/project previously funded by the Gila River Indian Community describe efforts made towards the previously described sustainability plan. In 2015 Duet was pleased to receive first-time support to fund aging-in-place services for homebound adults from Del E Webb Foundation and the May and Stanley Smith Charitable Trust. Funding partners include The Arizona Republic / 12 News Season for Sharing, Area Agency on Aging Region One, City of Glendale From the Heart, City of Phoenix, City of Scottsdale, Town of Paradise Valley, SRP, Boeing Employee Fund and Sundt Foundation. In addition, individuals have donated personal gifts to sustain, and grow, our services. Funding sources for Duet’s comprehensive free-of-charge services include corporations, individuals, foundations, trusts, government sources, fundraising events, faith communities, and in-kind occupancy. Duet created its Legacy Circle nine years ago to ultimately grow a robust endowment fund. Eighty-six individuals have joined Duet’s Legacy Circle by including Duet in their estate plans. Our 2016-2020 strategic plan incorporates a variety of initiatives designed to grow individual giving, including a charitable tax credit campaign. The charitable tax credit campaign already has significantly increased individual giving. Our annual Duet Cabaret fundraising event exceeded goal in 2015, and Duet’s winter 2015 fundraising event was one of the most successful in the history of the event – raising $21,000 over the 2014 total. Still raising sufficient funds to continue and grow our vitally needed services is a continual challenge that requires many partners in service. Gila River Indian Community’s generous renewed support will be critical to bringing to life aging in place services. Gila River Indian Community Grant Application Grant Cycle 2016 Duet’s compassionate and cost effective services leverage tens of millions of dollars of savings by deferring or preventing placements in foster homes, hospitals, and nursing homes. 11.Describe your plan to document progress and results. Measurements and Tracking: • Monthly reports submitted by volunteers. Reports include type of service, number of hours provided, and observations on condition of the neighbor served such as declining health or unmet needs • Number of new partner congregations • Number of rides provided to medical appointments and grocery stores • Number of new volunteers • Number of service hours provided • Total number of participants Quantity of service and growth indicators combined with direct feedback from neighbors are the primary indicators used when evaluating performance and determining if our services are indeed improving the quality of neighbors’ lives. Volunteers average 76 hours per client at 1.5 hours a week. 95% of clients indicate that Duet’s services help them remain in their homes. Remaining in their own homes for an average of 2.3 years saves 10.6 million in residential care annually. Monthly report forms are submitted by volunteers. Service interactions are entered into our database when each match is made. New volunteers are entered into our database after attending a volunteer orientation. All outputs may be easily queried and reported. Outcomes are measured through telephone and written surveys. Individuals receiving ongoing service receive quality assurance calls one month after being paired with a volunteer and every six months thereafter. In addition, outcome measurement surveys are mailed annually to all Duet neighbors who have received a minimum of two months’ service. A stamped and addressed envelope is included for ease of return. 12.Indicate any application to and/or awards made by a tribe other than the Gila River Indian Community for state shared revenues for this and any other project. If this information is included in a separate attachment, please indicate that here. Duet received a first-time award of $7,500 from Salt River Maricopa Pima Indian Community in 2014 for general support of all of our programs, and has been invited to reapply. The funding is bolstering services to family caregivers, grandparents and the children they are raising, and homebound adults. Thank you for considering this proposal to partner in service with Duet over the period of two years to provide transportation that will improve the health and well-being of at-risk individuals who wish to age in place with dignity. Gila River Indian Community Grant Application Grant Cycle 2016 Gila River Indian Community Grant Application Grant Cycle 2016 Project Budget Budget Period: Click here to enter text. For each budget item listed here please provide a narrative description on the following Project Budget Detail page. Proposed Budget Expense Amount Amount In Kind Total Budget (list each budget item) requested requested or contributions from GRIC secured from other funders 1. Click here to enter text. $0 $0 $0 $0 2. Click here to enter text. $0 $0 $0 $0 3. Click here to enter text. $0 $0 $0 $0 4. Click here to enter text. $0 $0 $0 $0 5. Click here to enter text. $0 $0 $0 $0 6. Click here to enter text. $0 $0 $0 $0 7. Click here to enter text. $0 $0 $0 $0 8. Click here to enter text. $0 $0 $0 $0 9. Click here to enter text. $0 $0 $0 $0 10. Click here to enter text. $0 $0 $0 $0 11. Click here to enter text. $0 $0 $0 $0 12. Click here to enter text. $0 $0 $0 $0 13. Click here to enter text. $0 $0 $0 $0 14. Click here to enter text. $0 $0 $0 $0 15. Click here to enter text. $0 $0 $0 $0 16. Click here to enter text. $0 $0 $0 $0 17. Click here to enter text. $0 $0 $0 $0 Total Budget $0 $0 $0 $0 Gila River Indian Community Grant Application Grant Cycle 2016 Project Budget Detail Please provide a narrative description for each of the project budget items listed on the previous page. Include the dollar figure and how it was derived. 1. Click here to enter text. 2. Click here to enter text. 3. Click here to enter text. 4. Click here to enter text. 5. Click here to enter text. 6. Click here to enter text. 7. Click here to enter text. 8. Click here to enter text. 9. Click here to enter text. 10. Click here to enter text. 11. Click here to enter text. 12. Click here to enter text. 13. Click here to enter text. 14. Click here to enter text. 15. Click here to enter text. 16. Click here to enter text. 17. Click here to enter text. Other explanation: Click here to enter text. Duet: Partners In Health and Aging Budget, Gila River Indian Community, Aging With Dignity Through Escorted Transportation YEAR I Proposed Budget Amount Amount In Kind Total Budget Expense requested from requested or contributions GRIC secured from other funders 1. Staff to $26,700 $155,300 $0 $182,000 coordinate services 2. Employee $0 $48,500 $0 $48,500 related expenses 3. Volunteer $3,000 $5,700 $0 $8,700 fingerprinting 4. Volunteer hours $0 $0 $704,000 $704,000 5. Mileage to $300 $1,000 $0 $1,300 assess clients 6. Rent and $0 $3,000 $13,300 $16,300 utilities 7. Volunteer $400 $1,900 $0 $2,300 training/apprec. 8. Supplies and $300 $1,600 $0 $1,900 postage 9. Telephone and $400 $2,200 $0 $2,600 copier 10. Printing for $400 $1,400 $0 $1,800 outreach 11. Volunteer $1,500 $4,900 $0 $6,400 insurance 12. Liability $0 $3,300 $0 $3,300 insurance 13. HR and $0 $2,400 $0 $2,400 accounting services 14. Volunteer $2,000 $2,000 $0 $4,000 recruitment 15. Paid $0 $2,000 $0 $2,000 advertising Total Budget $35,000 $235,200 $717,300 $987,500 YEAR II Proposed Budget Amount Amount In Kind Total Budget Expense requested from requested or contributions GRIC secured from other funders 1. Staff to $26,700 $160,300 $0 $187,000 coordinate services 2. Employee $0 $50,000 $0 $50,000 related expenses 3. Volunteer $3,000 $5,700 $0 $8,700 fingerprinting 4. Volunteer hours $0 $0 $704,000 $704,000 5. Mileage to $300 $1,000 $0 $1,300 assess clients 6. Rent and $0 $3,000 $13,300 $16,300 utilities 7. Volunteer $400 $1,900 $0 $2,300 training/apprec. 8. Supplies and $300 $1,600 $0 $1,900 postage 9. Telephone and $400 $2,200 $0 $2,600 copier 10. Printing for $400 $1,400 $0 $1,800 outreach 11. Volunteer $1,500 $4,900 $0 $6,400 insurance 12. Liability $0 $3,300 $0 $3,300 insurance 13. HR and $0 $2,400 $0 $2,400 accounting services 14. Volunteer $2,000 $2,000 $0 $4,000 recruitment 15. Paid $0 $2,000 $0 $2,000 advertising Total Budget $35,000 $241,700 $717,300 $994,000 1. Staff to coordinate services: While volunteers give of their time, there are expenses to run an effective volunteer program. Staff are needed to recruit, train, and supervise volunteers, as well as to process the growing requests for help and match people in need with caring volunteers. The 4.5 full time equivalent employees (approximately 31 hours per week) needed to coordinate Duet's critically needed transportation services will be supplemented this year by a part time outreach coordinator and a social media intern. 2. Employee related expenses: Benefits including health insurance, FICa, and worker’s compensation will be paid by other sources. 3. Volunteer fingerprinting: Your grant will help pay for fingerprinting to obtain Level One fingerprint clearance cards for all new volunteers at the rate of $65 per volunteer. This fee is charged by the AZ Department of Public Safety. Our goal is to recruit and train 200 new volunteers. 4. Volunteer hours: This reflects the tremendous contribution of thousands of hours of service provided by caring volunteers. The rate per hour is based on Independent Sector: The Value of Volunteer Time and is $22 per hour. 5. Mileage to assess clients: This expense covers reimbursement to staff for mileage to home visit assessments of individuals referred for service, as well as to volunteer orientations. 6. Rent and utilities: Church of the Beatitudes offers these key items largely as an in-kind contribution, thereby allowing contributions from other sources to stretch further. 7. Volunteer training / appreciation: Duet hosts monthly volunteer orientations for new volunteers, and provides packets of training materials. In addition, Duet hosts an annual partner appreciation dinner for all volunteers. Your funds will encourage volunteers to continue in their service. 8. Supplies and postage: Mailings are necessary to communicate with volunteers who do not have email. Basic office supplies are needed to coordinate the transportation services, on a modest basis. 9. Telephone and copier: It is essential to have telephones to accept requests for service and to communicate with volunteers. A copier is also necessary to copy materials to volunteers regarding their assignments and to prepare training materials for volunteers. 10.Printing for outreach: Brochures and collateral material are necessary to inform potential volunteers, clients, and supporters about this vital project. 11.Volunteer insurance: Duet offers volunteer accident, excess auto, and personal liability insurance. This is a key volunteer recruitment tool. 12.Liability insurance: Other sources will pay for liability insurance for Duet, although no claims have ever been filed. 13.HR and accounting services: Other sources will pay for costs necessary to having payroll, insurance, and accounting services carried out on a contract basis. 14.Volunteer recruitment: A grant from Gila River Indian Community will allow Duet to pay for outreach and advertising that will inspire people to join Duet as volunteer drivers. 15.Paid advertising: Duet will purchase targeted radio advertising on KJZZ and KBAQ, and other stations, and will equip volunteers with t-shirts for volunteers to wear proudly when volunteering in public places. YEAR II budget reflects a 3% increase in personnel expenses, which will be paid for through other sources. t helps in every way knowing Jim to be here twice a month “It just helps in every way knowing Jim is going to be here twice a month…” Walter Rawlings was 85 years old in 2011 when Duet paired him with Jake Adams who was 34. The more than 50 year age difference was no barrier to their wonderful friendship. Every Wednesday, Jake picks Wally up at 7:30 am and they go to Fry’s. Because Wally has macular degeneration, he cannot drive and needs help finding the freshest produce and best sales. Jake said, "We're a great match because we're both very thrifty." "I look forward to every Wednesday morning, and not just because that's when I get my food. Jake and I have become fast friends and I look forward to seeing him every week," said Wally. Last updated: 02/12/2016 Page 1 General information Organization Equine Spirit Programs Contact First name Julie Contact Last name Jimenez Contact e-mail equinespiritprograms@gmail.com Contact phone number 480 299 2506 Address Street 17016 e. san tan blvd City queen creek State arizona ZIP Code 85142 From what tribe is the organization requesting the grant? Gila River Indian Community Total grant amount request 102350.00 The Gila River Indian Community offers multi-year awards. If your organization is requesting a multi-year grant for this project or program from the Gila River Indian Community, enter the amount to be requested each year. Amount Year 1 (Gila River Indian Community Grants Only) Year 2 (Gila River Indian Community Grants Only) Year 3 (Gila River Indian Community Grants Only) Year 4 (Gila River Indian Community Grants Only) Year 5 (Gila River Indian Community Grants Only) 1 of 1 INTERNAL REVENUE SERVICE DEPARTMENT OF THE TREASURY P. 0. BOX 2508 CINCINNATI, OH 45201 Employer Identification Number: Date: JUL 15 2014 46-4604397 DLN: 17053066316004 EQUINE SPIRIT PROGRAMS Contact Person: C/O JULIE JIMENEZ CUSTOMER SERVICE ID# 31954 17016 EAST SAN TAN BLVD Contact Telephone Number: QUEEN CREEK, AZ 85242 (877) 829-5500 Accounting Period Ending: December 31 Effective Date of Exemption: February 5,2014 Addendum Applies: No Dear Applicant: We are pleased to inform you that upon review of your application for tax exempt status we have determined that you are exempt from Federal income tax under section 501(c)(3) of the Internal Revenue Code. Contributions to you are deductible under section 170 of the Code. You are also qualified to receive tax deductible bequests, devises, transfers or gifts under section 2055, 2106 or 2522 of the Code. Because this letter could help resolve any questions regarding your exempt status, you should keep it in your permanent records. Based on the information you submitted with your application, we have determined you are likely to qualify as a private operating foundation described in section 4942(j)(3) of the Code. Accordingly, you are treated as a private operating foundation for your first year. After that, you will be treated as a private operating foundation as long as you continue to meet the requirements of section 4942(j)(3). You are required to file Form 990-PF annually. For important information about your responsibilities as a tax-exempt organization, go to www.irs.gov/charities . Enter "4221-PF" in the search bar to view Publication 4221-PF, Compliance Guide for 501(c)(3) Private Foundations, which describes your recordkeeping, reporting, and disclosure requirements. Sincerely, Director, Exempt Organizations Letter 1075 Gila River Indian Community Grant Application Grant Cycle 2016 Cover Sheet Municipality Information 1. Date of Application: 2/27/2016 (NOTE: Click or use up/down arrow keys to move among fields) 2. Name of City, Town or County: Maricopa County Government Relations 3. Mayor (City or Town) or Board of Supervisor’s Chairman (County): Clint Hickman 4. Mailing Address: 301 W. Jefferson 10th floor 5. City: Phoenix State: Arizona Zip Code: 85032 6. Acknowledgement of Submission by Authorized Municipality Representative: Typed Name: Amanda Nash Signature: Applicant Information 7. Department/Organization Name: Equine Spirit Programs 8. Is this a non-profit 501c(3) Organization? No Yes If yes, attach IRS Determination Letter 9. Application Contact Person: Julie Jimenez Title: Program Manager 10. Phone Number: 480 299 2506 11. Mailing Address: 17016 San Tan Blvd 12. City: Queen Creek State: Arizona Zip Code: 85142 13. Email Address: equinespiritprograms@gmail.com Website Address: www.equinespiritprograms Project Information 14. Project Name: Bullying Prevention for Casteel High School 15. Purpose of Grant: to provide health promotioin education for the students of Casteel High School 16. Priority Funding Area Healthcare 17. Annual amount requested $$102,350.00 18. Number of years that funding is requested 1 19. Total amount requested (annual amount x # of $$102,350.00 years) 20. Has your organization received past funding no from GRIC? If yes, list each year and amount For Office Use Only: Data Entry Receipt Evaluation Gila River Indian Community Grant Application Grant Cycle 2016 21. Geographic area served Queen Creek Gila River Indian Community Grant Application Grant Cycle 2016 Narrative Please structure your proposal to provide the following information in the order indicated. Provide the narrative in paragraph form in the text field provided. Please be thorough but strive for brevity. 1. Briefly describe the organization’s mission, history and goals. The Equine Spirit Program (ESP) is a successful Equine Assisted Learning program with a 6 year history of promoting resilience among at-risk youth. ESP is an established non-profit since 2014. Equine Assisted Learning is listed as a Best Practice in the First Nations Behavioral Health Association Catalogue of Effective Behavioral Health Practices. The mission of the program is to empower, enrich and educate by providing a safe, research based and equine focused educational experience. ESP connects rehabilitated horses with youth, adults, military veterans, corporate individuals or groups to promote self- discovery, targeted areas of personal growth and professional development We offer activity based life skill programs that utilize a research based equine assisted learning model. The goal of ESP programs is to promote improved mental and physical health by utilizing equine assisted learning through the development of personal interactions between humans and horses. The targeted area of growth for this grant proposal will be anti bullying awareness. 2. If the organization is a non-profit 501c(3), please describe your relationship with the municipality including past and present support, whether it be through partnerships, collaborations, in-kind contributions, grants, tax-based funding or other. If the organization is a municipality governmental sub-division please enter the text “Not applicable.” ESP is a non –profit working in partnership with Casteel High scholl and the Town of Queen Creek, Casteel High School has been requesting our equine services for the past year as we apply for funding through various grant avenues. The town of Queen Creek wants to assist the local High school to meet their goals of using horses to deliver the anti-bullying message to their students in this community of horse enthusiasts. 3. Describe the proposed project and planned goals and activities. The programs goal is to have 585 attending youth Improve their life skills by increasing their sense of purpose and connectedness to their peers, school and community. This increase in connectedness has a direct correlation to reducing bullying among peers. Equined Assisted Learning ( EAL) is experiential in nature, allowing participants to learn about themselves and others by participating in activities with the horses and then processing their responses. The focus is on ground activities, there is no riding, which requires youth to develop and apply certain life skills that can be translated from the arena to their personal life in order to improve their interactions with family, school and community. Gila River Indian Community Grant Application Grant Cycle 2016 Each behavioral health educational lesson builds upon each other and includes creative thinking, communication, problem solving, work ethic, responsibility, teamwork, and respect for the individuals’ personal and cultural differences, self confidence and attitude, all cornerstones for positive leadership. The educational equine lessons will include 12 activities that develop and enhance positive behavioral health resiliency characteristics. All lessons are delivered on school site at the invitation and partnership with the school district being served (see attached letter of support). Casteel High School is requesting life skills education for their students. They have agreed to supply all youth through their referral system school staff volunteers to assist with program operation, and a secured and safe location on campus for the program to operate. 4. Describe how the proposed project satisfies one or more of the priority funding areas identified by the Gila River Indian Community. Equine Assisted Learning (EAL) is as an effective research based approach to health care and education, two of Gila River’s funding priorities. 5. Identify the needs/problems to be addressed, target population and number of people to be served by the project. There is a perceived need of this underserved rural community to have accessible youth focused life skills programming to promote the individual students’ abilities to overcome barriers. Increasing the ability of students to participate in youth programs that promotes positive behavioral health , anti bullying strategies and life choices build the overall health of a growing community. 585 students attending Casteel high school will attend the full cucle of programming. 6. Define the project as a new or continuing program. New 7. Provide a brief timeline including start and finish dates. Indicate if the timeline is flexible. School year 2016-2017 (Oct 2016-May2017) 8. Identify other organizations, partners or funders participating in the project and their roles. Gila River Indian Community Grant Application Grant Cycle 2016 Casteel High School – will supply all participants, support staff as needed, agreed upon location at the school site, assistance in the dissimination and collection of program evaluation surveys 9. Would you be able to implement the proposed plan if your organization received partial funding for this project? We would be able to serve a lesser number of students,. 10. Describe your plan for project sustainability beyond the grant period. If this is a program/project previously funded by the Gila River Indian Community describe efforts made towards the previously described sustainability plan. We will continue to partner with the High School and City to seach for funding to incorporate this lprogram into the curriculum for all entry level freshman. 21st Century grants will become available to this school next year. 11. Describe your plan to document progress and results. Evaluation Methods: staff conducts a survey, and/or focus group at the end of each session to process what was learned and how to apply it to everyday life. In addition, staff does ongoing observation to monitor participants during program delivery, discuss and assess the findings, to make necessary adjustments for ongoing program improvements. Youth actively contribute to their surveys. A summary of the groups responses is created within 60 days of program completion, will be delivered to the grant funders and the Casteel High School Principal to share with staff, youth and parents 12. Indicate any application to and/or awards made by a tribe other than the Gila River Indian Community for state shared revenues for this and any other project. If this information is included in a separate attachment, please indicate that here. None Gila River Indian Community Grant Application Grant Cycle 2016 Project Budget Budget Period: 2016 -2017 For each budget item listed here please provide a narrative description on the following Project Budget Detail page. Proposed Budget Expense Amount Amount In Kind Total Budget requested from requested or contributions (list each budget item) GRIC secured from other funders 1. Program horses10 $49910.00 $0 $0 $ 49910.00 2. Program equipment $ 3450.00 $0 $0 $ 3450.00 3. Truck/Trailer hauling $ 8280.00 $0 $0 $ 8280.00 4. Liability Insurance $ 1840.00 $0 $0 $ 1840.00 5. Mental health Professional $17250.00 $0 $0 $ 17250.00 6. EAGALA Equine specialist $ 8050.00 $0 $0 $ 8050.00 7. Equine assistant handler $ 3450.00 $0 $0 $ 3450.00 8. Program Grants Manager $ 6440.00 $0 $0 $ 6440.00 9. Program book keeper $ 3680.00 $0 $0 $ 3680.00 10. Click here to enter text. $0 $0 $0 $0 11. Click here to enter text. $0 $0 $0 $0 12. Click here to enter text. $0 $0 $0 $0 13. Click here to enter text. $0 $0 $0 $0 14. Click here to enter text. $0 $0 $0 $0 15. Click here to enter text. $0 $0 $0 $0 16. Click here to enter text. $0 $0 $0 $0 17. Click here to enter text. $0 $0 $0 $0 Total Budget $102350.00 $0 $0 $102350.00 Gila River Indian Community Grant Application Grant Cycle 2016 Project Budget Detail Please provide a narrative description for each of the project budget items listed on the previous page. Include the dollar figure and how it was derived. 1. Program Horses Horses are part of the program team and are rotated to accommodate the need for equine for various sessions. Horses are leased at $217 hour x230 program hours. $49910 2. Program equipment are includes the portable corrals necessary to create the area in which the horses and participants conduct activities. In addition, equipment includes the items used to interact with the horses in the actual activities: buckets, cones, brushes, curry combs, lead ropes, halters, incentives etc. $3450 3. Truck Hauling Mobility of the program from site to site requires specialized truck and trailer to haul all horses, equipment and staff to the program site. $8240 4. Liability Insurance is a required form of insurance for those at possible risk of being sued by third parties for negligence. Among the most usual classes of mandatory policy are those that cover businesses who offer professional services to the public. Public policy therefore requires that such businesses should carry insurance so that, if their activities do cause loss or damage to another, money will be available to pay compensation. $1840 5. Contracted Professional Fees allows the program to contract with the certified mental health professional ($75 x 230 hours)$17250, 6. Contracted Professional Fees allows the program to contract with the equine specialist $35x230hours) $8050, 7. Contracted Professional Fees allows the program to contract with grants manager($28 x 230) $6440 8. Contracted Professional Fees allows the program to contract with equine assistant handler ($15x 230 hours) $3450 9. Contracted Professional Fees allows the program to contract with support staff/bookkeeper ($16 x 230hours) $3680 10. Click here to enter text. Gila River Indian Community Grant Application Grant Cycle 2016 11. Click here to enter text. 12. Click here to enter text. 13. Click here to enter text. 14. Click here to enter text. 15. Click here to enter text. 16. Click here to enter text. 17. Click here to enter text. Other explanation: Click here to enter text. CHANDLER UNIFIED SCHOOL DISTRICT NO. 80 James T. Perry Administration Center • 1525 West Frye Road • Chandler, Arizona 85224 (480) 812-7000 • FAX: (480) 812-7015 "Dedicated to Excellence" Camille Casteel, Ed.D., Superintendent February 10, 2016 To Whom It May Concern, This letter is to confirm to you that the Chandler Unified School District is in support of the Equine Assisted Growth and Learning Adventure program that will be utilized at Casteel High School as a part of its anti-bullying and self-esteem building program. We believe that this partnership, at this school, in this community will be a unique opportunity to combine the best of Arizona's past, present and future resources as we work together to enable our youth to form healthy connections within their school, families and community. Please join us in assisting the efforts of Casteel High School and The Equine Spirit Program as they work to make this program a success. Sincerely Craig L. Gilbert, Ed. D. Assistant Superintendent of Secondary Education Chandler Unified School District Last updated: 02/12/2016 Page 1 General information Organization Equine Spirit Programs Contact First name Julie Contact Last name Jimenez Contact e-mail equinespiritprograms@gmail.com Contact phone number 480 299 2506 Address Street 17016 e. san tan blvd City queen creek State arizona ZIP Code 85142 From what tribe is the organization requesting the grant? Gila River Indian Community Total grant amount request 25000 The Gila River Indian Community offers multi-year awards. If your organization is requesting a multi-year grant for this project or program from the Gila River Indian Community, enter the amount to be requested each year. Amount Year 1 (Gila River Indian Community Grants Only) Year 2 (Gila River Indian Community Grants Only) Year 3 (Gila River Indian Community Grants Only) Year 4 (Gila River Indian Community Grants Only) Year 5 (Gila River Indian Community Grants Only) 1 of 1 INTERNAL REVENUE SERVICE DEPARTMENT OF THE TREASURY P. 0. BOX 2508 CINCINNATI, OH 45201 Employer Identification Number: Date: JUL 15 2014 46-4604397 DLN: 17053066316004 EQUINE SPIRIT PROGRAMS Contact Person: C/O JULIE JIMENEZ CUSTOMER SERVICE ID# 31954 17016 EAST SAN TAN BLVD Contact Telephone Number: QUEEN CREEK, AZ 85242 (877) 829-5500 Accounting Period Ending: December 31 Effective Date of Exemption: February 5,2014 Addendum Applies: No Dear Applicant: We are pleased to inform you that upon review of your application for tax exempt status we have determined that you are exempt from Federal income tax under section 501(c)(3) of the Internal Revenue Code. Contributions to you are deductible under section 170 of the Code. You are also qualified to receive tax deductible bequests, devises, transfers or gifts under section 2055, 2106 or 2522 of the Code. Because this letter could help resolve any questions regarding your exempt status, you should keep it in your permanent records. Based on the information you submitted with your application, we have determined you are likely to qualify as a private operating foundation described in section 4942(j)(3) of the Code. Accordingly, you are treated as a private operating foundation for your first year. After that, you will be treated as a private operating foundation as long as you continue to meet the requirements of section 4942(j)(3). You are required to file Form 990-PF annually. For important information about your responsibilities as a tax-exempt organization, go to www.irs.gov/charities . Enter "4221-PF" in the search bar to view Publication 4221-PF, Compliance Guide for 501(c)(3) Private Foundations, which describes your recordkeeping, reporting, and disclosure requirements. Sincerely, Director, Exempt Organizations Letter 1075 Gila River Indian Community Grant Application Grant Cycle 2016 Cover Sheet Municipality Information 1. Date of Application: 2/27/2016 (NOTE: Click or use up/down arrow keys to move among fields) 2. Name of City, Town or County: Maricopa County Government Relations 3. Mayor (City or Town) or Board of Supervisor’s Chairman (County): Clint Hickman 4. Mailing Address: 301 W. Jefferson 10th floor 5. City: Phoenix State: Arizona Zip Code: 85032 6. Acknowledgement of Submission by Authorized Municipality Representative: Typed Name: Amanda Nash Signature: Applicant Information 7. Department/Organization Name: Equine Spirit Programs 8. Is this a non-profit 501c(3) Organization? No Yes If yes, attach IRS Determination Letter 9. Application Contact Person: Julie Jimenez Title: Program Manager 10. Phone Number: 480 299 2506 11. Mailing Address: 17016 San Tan Blvd 12. City: Queen Creek State: Arizona Zip Code: 85142 13. Email Address: equinespiritprograms@gmail.com Website Address: www.equinespiritprograms Project Information 14. Project Name: Warrior Spirit 15. Purpose of Grant: to provide health promotioin education for veterans and their families 16. Priority Funding Area Healthcare 17. Annual amount requested $25000.00 18. Number of years that funding is requested 1 19. Total amount requested (annual amount x # of $25000.00 years) 20. Has your organization received past funding no from GRIC? If yes, list each year and amount For Office Use Only: Data Entry Receipt Evaluation Gila River Indian Community Grant Application Grant Cycle 2016 21. Geographic area served Queen Creek Gila River Indian Community Grant Application Grant Cycle 2016 Narrative Please structure your proposal to provide the following information in the order indicated. Provide the narrative in paragraph form in the text field provided. Please be thorough but strive for brevity. 1. Briefly describe the organization’s mission, history and goals. The Equine Spirit Program (ESP) is a successful Equine Assisted Learning program with a 6 year history of promoting resilience among at-risk youth. ESP is an established non-profit since 2014. Equine Assisted Learning is listed as a Best Practice in the First Nations Behavioral Health Association Catalogue of Effective Behavioral Health Practices. The mission of the program is to empower, enrich and educate by providing a safe, research based and equine focused educational experience. ESP connects rehabilitated horses with youth, adults, military veterans, corporate individuals or groups to promote self- discovery, targeted areas of personal growth and professional development We offer activity based life skill programs that utilize a research based equine assisted learning model. The goal of ESP programs is to promote improved mental and physical health by utilizing equine assisted learning through the development of personal interactions between humans and horses. The targeted area of growth for this grant proposal will be engaging veterans in their own healing process through equine assisted learning. ESP founders are a military family with active military personnel currently serving. This brings a personal passion to this program and a heart for our military who choose to dedicate their lives to serve. 2. If the organization is a non-profit 501c(3), please describe your relationship with the municipality including past and present support, whether it be through partnerships, collaborations, in-kind contributions, grants, tax-based funding or other. If the organization is a municipality governmental sub-division please enter the text “Not applicable.” ESP is a non –profit working in partnership with various veterans groups, including the Veterans Serving Veterans group, an AmeriCorp group from Gila River Indian Community. and the Town of Queen Creek to offer equine assisted learning to area veterans and their family members. 3. Describe the proposed project and planned goals and activities. Goal: The goal of this equine assisted learning (EAL) program is the healthcare education and learning of specific skills as defined by the individual or group for the resiliency training for our military warriors. This is an experiential process where individuals/groups participate with horses in assigned ground activities. There is no riding in this program. Horses are attuned to the feelings more than the behaviors of people near them. This process allows the horse to become "mirrors" of those authentic feelings. EAL addresses a variety of mental health and human development needs including behavioral issues, attention deficit disorder, PTSD, substance abuse, eating disorders, depression, anxiety, relationship problems and communication needs.The unique synergy of the Human and the Horse creates new and challenging ways to Gila River Indian Community Grant Application Grant Cycle 2016 facilitate successful change in the areas of need. Participants are challenged by the experiential process to problem solve, identify and obtain personal goals, build trust and ultimately accept change. Clinical evidence and generations of human experience show that horses have a special ability to help people work through emotional barriers without shame or stigma. This is especially true and valuable for people who suffer the effects of trauma. This allows us to improve the overall health and wellness of those veterans who participate. Activities: 4 cycles of 8 (1 hour) sessions of healthcare EAL sessions will be delivered where service members are engaged in their own healing process.The solutions offered understand the specific needs of the veteran, respecst their culture and meest them on their own terms. Programs are adapted to serve the needs of the veteran returning to their community and the needs of the family members who support them. The veteran program utilizes the research based curriculum designed for 8 sessions which includes an evaluation component. Each session accommodates up tp 12 veterans. Programs are to be delivered to the group's meeting site within the community of Queen Creek to be determined by the veterans group with active returning vets at the notification of funding. The program is delivered to the agency/group by trucking horses to the site and/or rental facility, and utilizing portable corrals to conduct the program sessions when required. 4. Describe how the proposed project satisfies one or more of the priority funding areas identified by the Gila River Indian Community. Equine Assisted Learning (EAL) is as an effective research based strategy to health care and education, two of Gila River’s funding priorities. 5. Identify the needs/problems to be addressed, target population and number of people to be served by the project. There is a perceived need of this underserved population of area vererans to have accessible focused life skills programming to promote necessary solutions to the health and personal healing returning veterans . 6. Define the project as a new or continuing program. New 7. Provide a brief timeline including start and finish dates. Indicate if the timeline is flexible. Grant cycle year 2016-2017 (Sept. 2016-Sept.2017) 8. Identify other organizations, partners or funders participating in the project and their roles. Gila River Indian Community Grant Application Grant Cycle 2016 Veterans Serving Veterans, an Americorp group of Gila River Indian Community, will partner with us to refer and supply program participants. 9. Would you be able to implement the proposed plan if your organization received partial funding for this project? We would not be able implement program. 10. Describe your plan for project sustainability beyond the grant period. If this is a program/project previously funded by the Gila River Indian Community describe efforts made towards the previously described sustainability plan. We will continue to partner with the City to seach for funding to bring this lprogram to the community by applying for any available funding. 11. Describe your plan to document progress and results. Evaluation Methods: staff conducts a survey, and/or focus group at the end of each session to process what was learned and how to apply it to everyday life. In addition, staff does ongoing observation to monitor participants during program delivery, discuss and assess the findings, to make necessary adjustments for ongoing program improvements. Veterans actively contribute to their surveys. A summary of the groups responses is created within 60 days of program completion, will be delivered to the grant funders. And all contributing agency partners upon request. 12. Indicate any application to and/or awards made by a tribe other than the Gila River Indian Community for state shared revenues for this and any other project. If this information is included in a separate attachment, please indicate that here. None Gila River Indian Community Grant Application Grant Cycle 2016 Project Budget Budget Period: 2016 -2017 For each budget item listed here please provide a narrative description on the following Project Budget Detail page. Proposed Budget Expense Amount Amount In Kind Total Budget requested from requested or contributions (list each budget item) GRIC secured from other funders 1. Program horses $ 4950 $0 $0 $ 2. Program supplies $ 330 $0 $0 Click here to enter text. 3. Truck/Trailer hauling $ 1815 $0 $0 $ 4. Liability Insurance $ 1320 $0 $0 $ 5. Mental health Professional $ 2805 Click here to $0 $ enter text. 6. EAGALA Equine specialist $ 2145 Click here to $0 $ enter text. 7. Equine assistant $ 825 Click here to $0 $ enter text. 8. Equine Helper $ 396 $0 $0 $ 9. Program evaluation $ 825 $0 $0 $ 10. Facility Rental $ 3979 $0 $0 $0 11. corral/arena set up $ 4950 $0 $0 $0 12. corral/arena clean up $ 660 $0 $0 $0 13. Click here to enter text. $0 $0 $0 $0 14. Click here to enter text. $0 $0 $0 $0 15. Click here to enter text. $0 $0 $0 $0 16. Click here to enter text. $0 $0 $0 $0 17. Click here to enter text. $0 $0 $0 $0 Total Budget $ 25000 $0 $0 $ Gila River Indian Community Grant Application Grant Cycle 2016 Gila River Indian Community Grant Application Grant Cycle 2016 Project Budget Detail Please provide a narrative description for each of the project budget items listed on the previous page. Include the dollar figure and how it was derived. 1. Program Horses 4 Horses are part of the program team and are rotated to accommodate the need for equine for various sessions. Horses are leased at $150 hour x 33 program hours. $4950.00 2. Pogram supplies include the items used to interact with the horses in the actual activities: buckets, cones, brushes, curry combs, lead ropes, halters, incentives etc. $10 x 33 program hours, $330.00 3. Truck Hauling Mobility of the program from site to site requires specialized truck and trailer to haul all horses, equipment and staff to the program site. $55 x 33 program hours $1815.00 4. Liability Insurance is a required form of insurance for those at possible risk of being sued by third parties for negligence. Among the most usual classes of mandatory policy are those that cover businesses who offer professional services to the public. Public policy therefore requires that such businesses should carry insurance so that, if their activities do cause loss or damage to another, money will be available to pay compensation. $40 x 33 program hours $1320.00 5. Contracted Professional Fees allows the program to contract with the certified mental health professional $85 x 33 program hours. $2805.00 6. Contracted Professional Fees allows the program to contract with the equine specialist $65 x 33 program hours $2145.00 7. Contracted Professional Fees allows the program to contract with equine assistant $25x 33 program hours $825.00 8. Contracted Professional Fees allows the program to contract with equine helper $15 x 33 program hours $396.00 9. Facility Rental: arena time will be required at a Queen Creek facility to conduct all program sessions for veterans and their families. $ x 33 program hours , $3979.00 10. corral/arena set up: staff will be required to set up corrals , and program equipment for each session $150 x 33 program hours, $4950.00 Gila River Indian Community Grant Application Grant Cycle 2016 11. corral/arena take down & clean up: staff will be required to take down corrals and program equipment and clean up facility arena. 420 x 33 program hours , $660.00 12. Program evaluation: allows the program to contract with an evaluator to conduct pre post surveys at the completion of each of the 4 cycles. $25 x 33 program hours. $825.00 13. Click here to enter text. 14. Click here to enter text. 15. Click here to enter text. 16. Click here to enter text. 17. Click here to enter text. Other explanation: Click here to enter text.