Affiliate Grant Program

msea

Affiliate Grant Program

2015-2016

Maryland State Education Association

an NEA affiliate

140 Main Street

Annapolis, MD21401

800/448-6782

MISSION STATEMENT

The Maryland State Education Association dedicates itself to advancing high quality universal free public education built on quality teaching, high student expectations and a genuine opportunity to learn for each student; building a unified education profession with a powerful voice for the rights, professional interests and working conditions of educational employees; and working to enhance the rights of labor and human and civil rights for all.

WHY STATEMENT

MSEA empowersmembers to make a positive difference in their professional lives in order to elevate the quality of public education for all students.

STRONG LOCALS

LEADING THE PROFESSION

CULTURE OF ORGANIZING

T A B L E O F C O N T E N T S

PAGE

GRANT APPLICATION PROCEDURE...... 4

GRANT APPLICATIONS

Membership...... 5

Innovative Membership...... 7

Supplemental Membership...... 9

Affiliate Capacity Building...... 11

Professional Development and Training...... 13

Public Advocacy...... 15

Special Request...... 17

Local Association Technology Quote Request Form………………………….19

Grant Documentation Form………………………………………………………22

GRANT APPLICATION PROCEDURE

The MSEA Affiliate Grant Program Book contains seven grant applications for the 2015-16 membership year that MSEA local affiliates can apply for. You can obtain a copy or view the entire grant book on MSEA’s Intranet, “DOCK” or in the Microsoft Office Program Outlook, by clicking on Public Folders/All Public Folders/MSEA Reference. Please note the following:

1.The Membership Grant is based on a formula and is paid after the review of your local’s 2015-16Local Strategic Plan.In addition, it has its own separate grant application, which is emailed to local affiliates annually. The amount of the grant will be based on your membership count as of August 31, 2015.

2.Merged locals will be considered separate locals when grants are awarded.

3.Your Grant Application should align with at least one of MSEA’s three Strategic Objectives:

1: Strong Locals

2: Leading the Profession

3: Culture of Organizing

4.Grant requests will be evaluated based on the thoroughness of the responses to the application questions and the completeness of the supporting documentation.

5.Grant funds will not be disbursed if the local affiliate is past due in remitting MSEA/NEA dues or has not submitted all the required documentation.

6.Prior to submitting your grant application(s), submit the following:

2015-16 Local Strategic Plan, sometimes called theAffiliate Program Plan;
2015-16 Local Budget;
IRS Form 990 for fiscal year ending August 31, 2014;
Maryland Form 1, filed April 2015; and
Audited Financial Statements for fiscal year ending August 31, 2015or Summary of Prior Year’s Income and Expenses for fiscal year ending August 31, 2015 (if August 31, 2015 statements are not yet available submit audited financial statements for fiscal year ended August 31, 2014.)

7.The following grants will be pre-approved; however, you will only be reimbursed for actual expenses: Innovative Membership, Supplemental Membership, Affiliate Capacity Building, Professional Development & Training, Public Advocacy, and Special Request.

8.Questions about specific grants should be directed to the contact person identified in the grant description.

9.Once all the required documentation is submitted, grant applications may be completed and submitted to:

Cathy Perry

Managing Director, Center for Affiliates and Advocacy

Maryland State Education Association

140 Main Street

Annapolis, MD 21401

10. ALL GRANTS MUST BE SUBMITTED BY: JUNE 30, 2016

MEMBERSHIP GRANT

PURPOSE:

Provide funds to assist local affiliates with programs to recruit and retain membership in the Association.

AMOUNT OF GRANTS:

The grant amount may have up to two components as follows:

A base grant up to $1.00 per member (minimum amount $1,000). The amount will be based on your membership count as of August 31, 2015.

An incentive based on the net membership gain for the prior year multiplied by $30.

DEADLINE:

The 2015-16 Local Strategic Plan must be submitted by September 1. Upon submission and review of an acceptable plan the membership grants will be issued by MSEA in October based on the formula outlined above.

CONTACT PERSON:

Cathy Perry, 1-443-433-3649 or 410-353-9686,

CRITERIA FOR GRANT AWARDS

Thoroughness of the 2015-16 Local Strategic Plan that is submitted. Consider the following:
Year-round plan, encompassing a variety of activities
One-on-one recruiting strategies
Member involvement; example: ARs, local Board members and leaders, membership committee members
A strong local commitment to recruitment and retention of members
Adequate resources to implement the plan
The affiliate was represented at the last Membership Workshop.

The affiliate submitted interim progress reports if they received an MSEA membership grant in the prior year

Special circumstances that require additional support
The local association’s ability to provide resources for membership recruitment and retention activities

INNOVATIVE MEMBERSHIP GRANT

FY2015-16GRANT APPLICATION

Affiliate NameName Abbreviation

The Innovative Membership Grants are designed to assist local affiliates who develop innovative membership recruitment programs. Locals whose plans incorporate unique programs, pilots, or activities will be eligible for this grant.

1. What is the purpose of the grant request?

2. Total cost of program, activity or purchase$

Less amount to be funded by the local affiliate$

Amount of grant requested from MSEA$*

*Receipts required.

Please attach supporting documentation, as appropriate, (examples: invoice copy, equipment specifications, contract, sample program brochure, materials/agenda, plan, timelines, estimate calculations, etc.).

Affiliate President / Date / Managing Director for the / Date
Center for Affiliates and Advocacy
UniServ Director / Date / Managing Director for the / Date
Center for Affiliates and Advocacy

Submit completed application with required supporting documentation to:

Cathy Perry

Managing Director, Center for Affiliates and Advocacy

Maryland State Education Association

140 Main Street

Annapolis, MD 21401

SUPPLEMENTAL MEMBERSHIP GRANT

FY2015-16GRANT APPLICATION

Affiliate NameName Abbreviation

The purpose of the Supplemental Membership Grant is to assist local affiliates with programs to recruit and retain membership in the Association. These include, but are not limited to, the following:

Special circumstances that require additional support; and

The local association’s ability to provide resources for membership recruitment and retention activities

1. What is the purpose of the grant request?

2. Total cost of program, activity or purchase$

Less amount to be funded by the local affiliate$

Amount of grant requested from MSEA$*

*Receipts required.

Affiliate President / Date / Managing Director for the / Date
Center for Affiliates and Advocacy
UniServ Director / Date / Managing Director for the / Date
Center for Affiliates and Advocacy

Submit completed application with required supporting documentation to:

Cathy Perry

Managing Director, Center for Affiliates and Advocacy

Maryland State Education Association

140 Main Street

Annapolis, MD 21401

AFFILIATE CAPACITY BUILDING GRANT

FY2015-16 GRANT APPLICATION

Affiliate NameName Abbreviation

What is the purpose of the grant request (please check applicable purpose)?

Computer for the local treasurer and program for local finances:

Costs associated with office operations (rent, utilities, computer, software, copier, telephone, fax, supplies, etc.)*

Part-time Office Assistant

Time to Lead (release time for local affiliate presidents who are not full- or part-time release)

County Budget Reviews (e.g., Pellicoro)*

2. Total cost of program, activity or purchase$___

Less amount to be funded by the local affiliate$

Amount of grant requested from MSEA$*

*Receipts required.

AMOUNT OF GRANT:

Locals with 1,500 or fewer members may receive “up to” $6,000. Locals with more than 1,500 members may receive “up to” $9,000. Merged locals will be considered as if they were two separate locals.

Please attach supporting documentation, as appropriate, (examples: invoice copy, equipment specifications, contract, sample program brochure, materials/agenda, plan, timelines, estimate calculations, etc.).

To utilize grant funds for technology equipment including computers please complete the Local Association Information Technology Quote Request Form.

Affiliate President / Date / Managing Director for the / Date
Center for Affiliates and Advocacy
UniServ Director / Date / Managing Director for the / Date
Center for Affiliates and Advocacy

Submit completed application with required supporting documentation to:

Cathy Perry

Managing Director, Center for Affiliates and Advocacy

Maryland State Education Association

140 Main Street

Annapolis, MD 21401

PROFESSIONAL DEVELOPMENT TRAINING GRANT

FY2015-16 GRANT APPLICATION

Affiliate NameName Abbreviation

The purpose of the Professional Development & Training Grant is to assist local affiliates with meeting various Professional Development Training needs.

1. What is the purpose of the grant request?

These include, but are not necessarily limited to:

Local Affiliate Board of Directors Training

Local Affiliate Representative Training

MSEA Training – regional, summer leadership, etc.

Other local training, (specify and provide details below)

2. Total cost of program, activity or purchase$

Less amount to be funded by the local affiliate$

Amount of grant requested from MSEA$*

*Receipts Required.

SPECIAL REQUIREMENTS:

Involve an MSEA staff member in the planning process.
Request for MSEA trainers must be made at least six weeks prior to training dates.
The training event is to be scheduled during the same fiscal year (September –August) that MSEA disburses the funds for the event.

AMOUNT OF GRANT:

Each local will receive a grant amount up to $1.00 per member; however, locals will receive a minimum of $1,000 if the training expenses are at least that amount.

Affiliate President / Date / Managing Director for the / Date
Center for Affiliates and Advocacy
UniServ Director / Date / Managing Director for the / Date
Center for Affiliates and Advocacy

Submit completed application with required supporting documentation to:

Cathy Perry

Managing Director, Center for Affiliates and Advocacy

Maryland State Education Association

140 Main Street

Annapolis, MD 21401

PUBLIC ADVOCACY GRANT

FY2015-16 GRANT APPLICATION

Affiliate NameName Abbreviation

The purpose of the Public Advocacy Grant is to assist local affiliates with various public advocacy needs.

1. What is the purpose of the grant request?

These include, but are not necessarily limited to:

Legislative Breakfasts

Annapolis Lobby Nights

Building fund-raising capacity for MSEA Fund for Children and Public Education

Community Relations Campaigns that are consistent with the overall MSEA Public Advocacy

Campaign

2. Total cost of program, activity or purchase$

Less amount to be funded by the local affiliate$

Amount of grant requested from MSEA$*

*Receipts Required

SPECIAL REQUIREMENTS:

Consult with Government Relations & Communications prior to engaging in activities for which you will request grant funds. Funds are limited, and while additional guidelines and cost-sharing notes are below, they only apply for as long as grant funding is available.

CRITERIA FOR PA GRANTS ASSOCIATED WITH LEGISLATIVE ADVOCACY

Include a complete agenda, plan of action, appointments, and list of attendees/participants.
While the grant request requires pre-approval, all invoices and supporting materials must be submitted within 30 days of the legislative event/activity.
Legislative advocacy must incorporate MSEA’s legislative priorities for the given year.
For lobby nights, grant funds will be limited to transportation and some food costs. Grant funds will not be available for alcohol or participation incentives.

LEGISLATIVE RECEPTION COST-SHARING

Grant funds will be available for legislative receptions/breakfasts as part of a cost-sharing agreement with locals as follows:

Each local involved in the event can receive a grant of up to $1,000 the total cost of the event.
If that is insufficient to cover the cost of the event, then the balance will be divided by two and shared between local funds and additional PA grant funds.

For grants related to the legislative breakfasts, lobby nights, and fundraising for the MSEA Fund for Children and Public Education, contact: / For grants related to community relations, contact:
Sean Johnson
800-448-6782, x3632
or 443-433-3632

Fax 410-280-7391 / Adam Mendelson
800/448-6782, x3630
or 443-433-3630

Fax 410-263-7391

AMOUNT OF GRANT:

To be determined annually based on MSEA’s Strategic Plan and Budget.

Affiliate President / Date / Managing Director for the Center for Affiliates & Advocacy / Date
UniServ Director / Date / Managing Director for Communications and Program Services / Date
Assistant Executive Director for Political and Legislative Affairs / Date

Submit completed application with required supporting documentation to:

Cathy Perry

Managing Director, Center for Affiliates and Advocacy

Maryland State Education Association

140 Main Street

Annapolis, MD 21401

SPECIAL REQUEST GRANT

FY2015-16 GRANT APPLICATION

Affiliate NameName Abbreviation

Special Request Grants provide assistance to local affiliates for circumstances not addressed by one of the other grant programs. These are not limited to crisis situations.

1. What is the purpose of the grant request (please describe below)?

2. Total cost of program, activity or purchase$

Less amount to be funded by the local affiliate$

Amount of grant requested from MSEA$*

*Receipts Required.

Grants awarded are generally for significant unexpected expenditures that usually do not recur each year.

DEADLINE:

Request for grant must be made before project is initiated or expenditures are made

AMOUNT OF GRANT:

Determined annually based on MSEA’s Strategic Plan and Budget

Affiliate President / Date / Managing Director for the Center for Affiliates & Advocacy / Date
UniServ Director / Date / Managing Directorfor the Center for Affiliates & Advocacy / Date

Submit completed application with required supporting documentation to:

Cathy Perry

Managing Director, Center for Affiliates and Advocacy

Maryland State Education Association

140 Main Street

Annapolis, MD 21401

Local Association Information Technology Quote Request Form

Local name: ______Date: ______

Contact name: ______

Contact phone number: ______

Contact email: ______

Please check whether this request is a grant request or will be paid by the local association.

_____ MSEA Grant Request – MSEA to purchase equipment and charge against your grant

_____ Bill to Local – MSEA to purchase equipment and bill the local directly

Equipment Requested:

_____ Laptop

_____Desktop

______Printer

______Projector

______Other ______

Please indicate the purpose of the request (i.e. replacement of old equipment, etc.): ______

Return to MSEA IT department at

The purpose of this form is to streamline the acquisition of the equipment for Local Associations and to reduce paperwork if the equipment is approved for payment through a MSEA grant.

Grant Documentation Form

2015-16

Local______

2015-16 Local Strategic Plan (Complete Program Plan)

Membership Plan ONLY

2015-16 Local Budget

IRS Form 990 for fiscal year ending August 31, 2014

Maryland Form 1, filed April 2015

Audited Financial Statements for fiscal year ending August 31, 2015. (if August 31, 2015 statements are not yet available submit audited financial statements for fiscal year ended August 31, 2014.)

Summary of Prior Year’s Income and Expenses for fiscal year ending August 31, 2015

Supporting Documents for grant application