Richard Clark

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• Richard Clark
• Operations Director
• 919 855-6879
• richard.clark_at_healthwellnc.com
• www.healthwellnc.com

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Background

• The NC Health and Wellness Trust Fund Commission
  (HWTF) invests in programs and partnerships to
  address access, prevention, education and
  research that help all North Carolinians achieve
  better health
• State Agency funded through 25 of NCs share of
  the Tobacco Master Settlement Agreement (MSA)
• HWTF is currently scheduled to pay 350M in debt
  service on capital projects over next 25 years

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Community based grant programs

• TOBACCO USE PREVENTION AND CESSATION grantees
  empower NCs youth to make the right choices when
  it comes to tobacco use.
• ELIMINATING HEALTH DISPARITIES grantees address a
  wide range of disparities with a focus on those
  associated with obesity.
• FIT COMMUNITY grants support policy, programs,
  promotions, planning and physical projects to
  promote active living in NC communities.
• MEDICATION ASSISTANCE PROGRAM - grantees have
  helped over 40,000 patients access over 83
  million in prescription drugs from pharmaceutical
  companies.
• FIT TOGETHER grantees empowered NCs youth and
  their care providers to make the right choices on
  fitness and nutrition.

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Statewide Services

• Quitline in partnership with DHHS
  (1-800-QUIT-NOW)
• Grant to Alcohol Law Enforcement (ALE) to enforce
  Point-of-Sale law
• Training and tools for all elementary and middle
  school teachers to help implement physical
  activity policy.

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Statewide Services (cont)

• CheckMedsNC
• NCRx
• Governors Quality of Care Initiative to
  standardize medical treatment protocols statewide
• 5M for the establishment of a high risk
  insurance pool
• 1M for Rural Hope to help rural hospitals
  acquire capital for expansions/improvements

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Social marketing campaigns

• TV campaigns on tobacco prevention, obesity,
  tobacco-free schools, workplace wellness and
  quitline
• Content-rich Web site
• Radio and print

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HWTFUpcoming Requests for Proposal

• RFPs planned for fall of 2008
• Phase II of Eliminating Health Disparities
  Initiative
• Phase IV of Teen Tobacco Use Prevention and
  Cessation Initiative
• Phase III of Fit Communities Initiative

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HWTF Grant Application Process

• HWTF uses a standardized Request For Proposals
  (RFP) to solicit applications.
• RFPs are posted to the HWTF website and
  advertised through partners and press releases.
• HWTF uses a standardized application that is
  filled out and emailed as an attachment with
  supporting documentation sent by US Mail or
  package service.

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Navigating the HWTF website www.healthwellnc.com
Click on HWTF Funding Opportunities
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RFP Samples

• Every RFP HWTF has ever released is posted on our
  website for reference.
• PREVIOUS FUNDING OPPORTUNITIES (sample)
• RFP for Fit Community A Designation and
  Grants Initiative Phase III - RFP for Medication
  Assistance Program Phase IV - CLOSED RFP for
  Tobacco-Free Colleges Phase II - CLOSED RFP for
  Fit Community Designation and Grants Initiative -
  CLOSED RFP for Quitline NC Paid Media and PR
  Support - CLOSED RFP for Paid Media General
  Support for Health Disparities Initiative
• RFP for Medication Assistance Program Phase III
  - CLOSED
• RFP for Full Services Interactive
  Communications Agency - CLOSED RFP for Teen
  Tobacco Prevention Paid Media  PR Support -
  CLOSED RFP for Eliminating Health Disparities -
  CLOSED

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HWTF RFPs

• STANDARD SECTIONS
• Purpose
• Background
• General Guidelines
• Program Description
• Grant Terms
• Application Process

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RFP Section - Purpose

• Outlines what HWTF plans to accomplish through
  grant funding
• States the rationale for the RFP
• Identifies the target audience

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RFP Section - Background

• Statistical and historical data that defines the
  need for the initiative and efforts to address
  that need
• Brief history of HWTF funding for the initiative

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RFP Section - General Guidelines

• Broad guidance on existing or proposed models for
  successful programs
• List of references/resources for applicants to
  use to determine
• if they should apply
• essential elements to include in proposals (i.e.
  best practices)

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RFP Section - Program

• Identifies preferred types of applicant
  organizations (Lead applicant agency)
• Goals of the initiative
• Objectives within the goals
• Strategies to accomplish goals
• Indicators of success

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RFP Section Grant Terms

• Maximum amount of Grant Awards
• Length of Grant Program
• Minimum Contract requirements
• Limitations on the use of grant funds
• Programmatic reporting requirements
• Financial reporting requirements
• Compliance with GS 143C-6-23

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RFP Section - Application Process

• Submission requirements/steps
• Description of application sections
• Review / selection process
• Timeline

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HWTF APPLICATION

• STANDARD Sections
• Applicant Organization information
• Proposed Project
• Proposed Budget and Budget Narrative
• Additional information (Part IV)

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Application Section
Applicant Information

• Lead Applicant Agencys / Contact info
• Service Area
• Partners / Co-Applicants
• Brief Summary of Proposal
• Free Text block

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Application Section
Proposed Project

• Description of Need
• Project model / target audience / goals
• Timeline
• Organizational Capacity
• Demonstration of collaborative effort
• Expected Outcomes
• Indicators of success

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Application Section Budget
and Fiscal Info

• Line item budget in Excel format provided by HWTF
  using HWTF budget categories
• Detailed budget narrative
• Narrative is the bridge that ties the budget
  numbers to the program activities

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Application Section PART IV
Materials

• Specific information that is required from all
  applicants by the NC General Statutes / NC
  Administrative Code
• Must be sent by mail or delivery service since
  many require signature or are not available in
  digital form.

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Application Section PART IV Materials
(cont)

• Examples of Part IV Materials
• Agreement and Certification form
• Letters of Agreement/Support
• References
• IRS letter of determination of tax status
• General Operating Budget of organization
• Audit
• Previous grant experience related to RFP
• Mission Statement
• No overdue tax certification
• Conflict of interest policy

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HOW HWTF IS DIFFERENT

• HWTF is a state agency
• HWTF funds are state revenue, not federal pass
  through dollars
• NC General Statutes establishes who may receive
  grants and their purpose
• NC Administrative Code establishes guidelines
• HWTF adopted Policies and Procedures apply
• GS 143-C(6)(3)