WEBVTT

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- I'd like to call this meeting of the Sophia Travis grants. It's actually a kickoff meeting. I'd like

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- to call it to order. I'd like to state for the record the following committee members who are present

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- here today in the NatU Hill Room. So I'm going to start here to my right. I'm Julie Robertson. I'm Trent

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- Deckard. And I'm Liz Vidal.

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- Do we have, I believe Jennifer Crossley's not gonna be here this evening, so we don't have anybody on

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- the committee attending virtually. So yeah, I'd like to take a moment to welcome everybody here and

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- those that are watching virtually to the 2026 Sophia Travis kickoff meeting. And I'd like to welcome

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- our newest committee member, Katie Hopkins. So I wanna give her an opportunity to introduce herself and

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- then we'll invite the other committee members to introduce themselves to the public as well. Thanks,

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- Julie. Yeah, my name is Katie Hopkins and fresh on this committee as of two weeks ago.

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- So I've had one meeting and very interested to learn more about this process and to go through it with

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- you all. I work here in Bloomington with M Street Fiber as a digital equity manager and volunteer in

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- several nonprofits. So I'm really excited to get started with this.

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- I guess I'll go next. My name is Julie Robertson. I am the other community committee member. Last year

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- was my first year serving on this committee. I really enjoyed my time here. I'm very active in the community.

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- I do a lot of hands-on volunteer work through several other organizations here in town. And so I'm looking

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- forward to this year and getting it going. My name's Trent Decker. I'm an at-large member of the Monroe

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- County Council. And I'm here as one of the three county council members

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- appointed to this this is my second year this rotation and then earlier in my service I think it was

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- twenty nineteen twenty twenty or so I also served on the committee some of the best service I ever do

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- I generally have a rule of our not for profit community contacts mean ask me I'm

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- I'm going to get myself in trouble here. Ask me to do something or volunteer or step in or do whatever.

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- I do that. And I see that as this work here on this committee and the extension of that. And it's just

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- awesome to get to be back. Hello, I'm Liz Fiddle. This is my second year along with Trent serving as

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- an at-large county council person in this role.

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- I am enjoying the Sophia Travis Grant Committee a lot. I have a lot of nonprofit experience, whether

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- it's union or community service or United Way or a bunch of things, including Rotary. I've been a longtime

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- Rotarian. So community service is a big part of who I am. And I'm happy and happy that others are applying

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- for these monies that we have to distribute. So I look forward to seeing a lot of you be granted those funds.

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- Thank you for those committee members who were speaking to today. Without further delay, I'd like to

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- turn the meeting over to Lihua Aplaca to tell us about the process. Hello and welcome. As council committee

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- member Robertson said, I'm Lihua Aplaca. I am the assistant council administrator. I started in this

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- role last July and actually my first week last year was the same week as

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- Sophia Travis kickoff, so it was a baptism by fire. I have learned a lot in this last year in preparation

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- for this coming year. I do have somewhat of a background in nonprofit. I worked from 2012 to 2017 for

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- Area 10 Agency on Aging. Started out as a real transit driver, driving a little round bus around Owen

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- and Monroe counties.

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- Then was their food pantry director, so went shopping at Hoosier Hills Food Bank every week to get groceries

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- to prepare deliveries for approximately 300 home-bound seniors in Monroe and Owen counties, and then

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- became their nutrition program manager, handling their hot meal delivery program as well as their hot

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- meal site program that they have for seniors. So as I said, I'm a little familiar with some of the concerns

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- that happen, especially with food insecurity in Monroe County for some of our more vulnerable

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- groups in our community. So when you reach out to me to talk to me, just know that I'm familiar with

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- some of the things that you guys are experiencing. But let's go ahead and talk about this year's Sophia Travis.

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- for technical difficulties. Perfect. Okay, so as some of you may have learned last year, due to the

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- county IT security protocols, we are no longer able to send mass emails out to the

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- groups that we've worked with previously, as it triggers our spam filters. So the best way to stay up

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- to date with Sophia Travis is through our Facebook page and our county website page. As you can see

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- on the screen, we've shared those addresses and links. But unfortunately, last year, the week after

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- we shared the Sophia Travis webpage address,

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- our webpage address changed. And so this year, just to demonstrate how you'll be able to find that page,

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- Kim is going to navigate the site so that you'll be able to see how to search for us on the county website. OK.

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- if you can click on a link or whatever, it will take you and you will see this in the, that not popping up now.

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- This is what our new website looks like. You'll see indiana.gov at the top and you'll see Monroe County.

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- In order to find our Sophia Travis portion, you'll want to scroll on the left side of the website and

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- you'll see Boards, Commissions and Committees. You can go here and scroll down through and find Sophia Travis.

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- committee service grants, and that's where our website is. And so here is where we will post

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- the applications, the guidelines, upcoming information for everyone. So you'll just come to this website

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- and you'll get all the links that you will need in order to apply. Also, you'll be able to find, here's

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- the committee members along

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- you know, if you have an email or you want to reach out, we encourage that you send an email to the

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- County Council's office and then we can distribute it to the entire committee for you. So, also here

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- you can click award distributions history, the 2024 recipients,

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- That kind of thing. I think up here is 2025 recipients from last year. So we try to keep this pretty

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- up to date. That way you can go through and see any history that you might need. Or again, you can just

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- reach out to the office. Is the office number on there somewhere for them?

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- It doesn't appear that way, because it's a committee. I'm not in charge of this website, so I don't

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- know. Where? On the flyer. Oh, it is on the flyer, though, that we do have. Hang on just a second. Is

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- the flyer on that link? Yeah, the flyer is right here. Oh, and it's on there. Yeah, it's on there. So

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- it's right here in this section. There is a phone number right here, and as well as the email address.

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- Thanks, Kim. Okay, so let's go over this year's application requirements. Next slide. Now, one of the

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- first things you'll notice when you receive this year's packet is that there is a checklist now on the

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- first page with important information and requirements and reminders for this year's application.

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- Then when you continue on to the application itself, one of the things you'll see at the top of the

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- application is the 501C3 ID number. So applicants to qualify for Sophia Travis grants must be a 501C3

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- organization. If for some reason you don't have your number or you forgot your number, you are able

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- to get that number from the IRS Tax Exempt Organization search website

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- There is the address there is what the website page looks like when you pull it up you have they have

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- drop-down search options that allow you to search either for your organization name or your EIN and

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- The guidelines that will be available on the Sophia Travis webpage will have an active link in the document

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- the guidelines document that you can click on it will also direct you to this IRS search page as well and

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- Please be sure to have the federal 501C3 ID number filled out prior to submitting your application.

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- This is one of the ways we are going to be checking if you qualify for the grant. Additionally, we also

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- need a current calendar year W9 form included in your application submission.

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- This document is needed by our auditor's office because the address that you have on the W-9 is what

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- they will be using for all mailing purposes. We want to ensure that it is also signed by the appropriate

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- person in your organization. If you look at the screen, you'll see there's a little red X and that's

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- where the signature would go.

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- And as a reminder, once again, it does need to be for 2026. 501c3 organizations are required to file

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- one every year, but for our purposes, we can't use 2025 or 2024. It has to be the current year's W9.

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- Is that on the application itself, the place to put that? No, it would be a form that

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- a copy of the form that they would have to attach to the application. But on the application, it doesn't

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- ask for the W9, right? It does. It does. Oh, it does. OK. And then if, again, this website too, if an

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- organization is having trouble locating the W9 site, although a simple Google search will take you there,

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- on the guidelines that we have listed on the website, there is also an active link to direct you to

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- the W9 IRS site as well.

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- As you go through the application and continue on, we will also ask for a distinct primary and secondary

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- contact. This must be two different people and who are knowledgeable about the application project.

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- It would also be helpful to ensure that each contact has a distinct way to be reached, either an additional

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- phone number or email address. We must be able to reach someone if there's an issue with your application,

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- occasionally

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- our communication will be time sensitive, and so we need to be able to get a hold of someone. I realize

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- that sometimes there's like a master phone number or a master email address for the agency or organization,

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- but we also need to be sure that there is an additional way to get a hold of someone. So please be sure

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- that there is distinct ways, one or two ways of getting a hold of someone from your organization who

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- can answer any questions we might have.

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- And then continuing on through the application, we come to the project information. Please remember

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- to fill out the title of the project. This title will be included in the contract in the agreement.

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- That is how we'll refer to what you are doing with the Sophia Travis funds that you receive. Additionally,

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- in this section, you can also fill out what your request is for the grant amount, how much the total

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- project cost will be,

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- how many clients you anticipate will be directly impacted by this project, and how many of those impacted

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- are Monroe County residents. And then continuing on through the application, we come to the other funding

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- sources. At this point, you will share the other funding you are seeking. The name of the funding source

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- and the dropdown menu allows you to select

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- whether that funding is pending or confirmed. And so you'll include the totals you're requesting from

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- those other groups as well as the name of the groups that you are reaching out to. For the itemized

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- budget, in this section you would share an itemized and prioritized project elements list for which

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- funding is requested. Number one is the highest priority and 10 is the lowest, all 10 lines

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- need not be filled. If you don't have 10 items you're requesting grant funding for, you don't need to

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- fill in all the lines. But we would like to see what is most prioritized for you up at the top of the

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- list. Another requirement of the application is your most current year end or comparable end of fiscal

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- year financial statement. This is an example here of what we need to see

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- You need to be sure it includes your agency's fund revenue and expenditure totals. And as I said, this

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- is a required part of the application. It does not need to be in this specific format. Just so long

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- as it's clear, all of the information can be clearly read and understood.

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- Then another requirement is the grant project proposal narrative. It's a thousand word maximum, and

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- this is where you would detail the project for which you are requesting funding. This is your opportunity

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- to go into greater depth about your project, your vision, your goal, and how the funding will help you

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- achieve it. And now that we've reviewed the application, let's go over the criteria for evaluating the

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- application.

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- So first, completion of all required reports from the previous Sophia Travis grant cycles, this would

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- be for 2024 and prior because we do acknowledge that those who received 2025 Sophia Travis funds have

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- until December 31st, 2025 to spend them. But if you received Sophia Travis funds in 2024, your spending

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- report is due on March 31st, so in two weeks basically,

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- of this year. And so the spending report is required to continue to be eligible to apply for Sophia

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- Travis grant funds. Additionally, the projects must primarily serve Monroe County residents.

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- the extents to which the dollar amount sought will accomplish the stated goals of the project, and the

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- extent to which the funds sought will leverage additional funds or assistance. These are all the things

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- that the committee members are going to be looking at when they consider your application for Sophia

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- Travis funding. The areas for support, we have eight included in Sophia Travis. That starts with health, food,

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- nutrition, security, and shelter, transportation assistance, climate change, emergency shortages, first

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- responders, veterans assistance, excellence in government, and youth enrichment opportunities. And Sophia

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- Travis being a dynamic program, we learn lessons every year.

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- and refine it moving forward. As such, here are a few clarifications for the future. First, using Sophia

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- Travis Community Services grant funds to create subgrants is prohibited. Next, the state of Indiana

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- does not permit Sophia Travis grant funding to be used to subsidize a county department. Therefore,

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- a collaborative grant application with a county department partner is not allowed. And third, if a Sophia

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- Travis is so,

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- big pardon, if a Sophia Travis Community Services Grant awardee does not sign the award agreement by

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- Friday, October 30th of this year, 2026, they forfeit their award. And now we come to collaborative

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- applications.

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- In more recent years, with hopes of better leveraging Sophia Travis grant funds, the committee has added

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- the opportunity for collaborative grants among local nonprofits. The committee encourages agencies to

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- continue working together toward common goals. Please refer to the collaborative guidelines in your

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- handout for more information. If you have any further questions, please contact the council office.

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- We'll have that contact information for you again later. A collaborative application includes two or

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- more agencies.

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- You would use the same application form, but there will be a few differences in your submission with

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- the collaborative. You must first have a memorandum of understanding detailing all the parties and their

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- duties. The MLU must accompany the application at time of submission to be eligible for consideration,

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- and an agency is able to apply as a single agency as well as have a collaborative grant application.

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- the scoring procedures are the same. And then we would like to again reiterate that the state of Indiana

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- does not permit Sophia Travis grant funding to be used to subsidize a county department and therefore

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- collaborative grant application with a county department partner is not allowed. Additionally,

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- We come to public presentations. Applicants are requested but not required to give a brief three minute

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- or less presentation on their request. During the presentation, a cover slide will be displayed with

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- the agency's basic information. If you can go to the next slide. This is what that cover slide looks

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- like. We have this template available at the council office. If you'd like a copy of that, we can send

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- it to you. Just reach out to the council office and we'll get that to you.

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- Otherwise, you could develop a cover slide of your own. We just need to be sure that includes a brief

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- mission statement about one to three lines, the address, street, city, state, and zip, the agency's

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- phone number, agency website, and our Facebook address, if applicable, and the leadership team names.

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- As I said, this is not a requirement, but it is highly encouraged because it gives you a chance to share

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- your agency's services and is what

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- and expand on your project as well. Unfortunately, we are not able to accommodate a prerecorded or virtual

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- presentation. All presentations must be done in person. And then lastly, and again, we've mentioned

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- this a few times, we have our grant spending report. This is a crucial component of the grant process.

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- The report must contain a summary of your project and how it went

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- and all invoices and receipts that Sophia Travis Awards funded. There is not a specific form or format

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- for the spending report, but this is information that is required per your agreement. As a reminder,

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- your 2024 grant award summary report is due at the end of the month, March 31st of this year. To ensure

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- your eligibility to apply for the 2026 grant award, please get your report, invoices, receipts, council

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- checks, email to the council office as soon as possible.

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- As a reminder, the 2025 grant spending report is due no later than March 31st, 2027, and due to the

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- fact that we've shifted this year's grant application period forward, the 2026 award report will be

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- due no later than December 31st of 2027.

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- So if you receive funding in 2025 and 2026 from Sophia Travis, you'll have two reports due in 2027,

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- one in March and one December 31st. And all of this will be, yeah. And all these dates and this information

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- will be available on our website. We'll also probably hit the highlights on Facebook as well. And then,

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- Additionally, this year, we've been reaching out to the nonprofit alliance to include information in

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- their newsletter. So that will all be avenues in which you can gain information about these deadlines

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- and tweaks that we've added to this year's process. Not lastly. So contact us if you have any questions

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- after this evening or once you start

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- getting into the application itself, please feel free to reach out to us by email or by phone. Facebook

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- we use mostly for notices. We haven't really been communicating back and forth on Facebook. So email

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- and phone is probably best if you need a response. But if you're looking for notices and just general

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- information, that will be available on the Facebook and website. So lastly, then, are important dates

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- and deadlines coming up.

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- Again, tomorrow, the application period will begin, so Thursday, March 12th. April 27th, the application

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- period will end. May 13th, we'll have the applicants present, that's the presentation night we talked

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- about. June 9th is when the committee would make their award recommendation to the county council. June

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- 10th is when we would like to host those

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- agencies and organizations that receive an award to come sign their agreements. The sooner we can get

00:25:12.584 --> 00:25:19.775
- those agreement signed and submitted, the sooner we can get people their checks. And with that goal

00:25:19.775 --> 00:25:27.540
- in mind, we anticipate being able to have checks ready for the agencies July 16th, pick up in the auditor's

00:25:27.540 --> 00:25:32.286
- office after 1 p.m. And so we would like to turn the time back to

00:25:32.866 --> 00:25:39.305
- committee member Robertson for any questions in there in this next little while. Thank you. Nice job

00:25:39.305 --> 00:25:45.680
- presenting all that information. Appreciate it very much. So now we've come to the point where we'd

00:25:45.680 --> 00:25:52.374
- like to invite anyone that has any questions to please come up to the podium here in the NatU Hill room,

00:25:52.374 --> 00:25:58.558
- or you can raise your hand on teams and we will try to do our best to get to everybody in order.

00:26:09.602 --> 00:26:35.006
- we might have somebody on teams. James, are you able to unmute yourself

00:26:50.274 --> 00:27:01.223
- Okay, I think I unmuted myself. Yes. So, do you need any audited financial statements or is other unaudited

00:27:01.223 --> 00:27:05.886
- statements sufficient for those requirements?

00:27:19.810 --> 00:27:35.742
- We've never had that question before. They're asking if are we requiring audited financial statements? Yeah.

00:27:36.098 --> 00:27:44.075
- We will just have to review that, that we've never made that a requirement that they be audited. I think

00:27:44.075 --> 00:27:51.368
- what we've always requested with regards to what needs to be submitted with the application is,

00:27:51.368 --> 00:27:59.040
- you know, if you spend $500, we need to see a spending report or a check that matches that $500 or a

00:27:59.040 --> 00:28:04.510
- receipt that shows that that. So maybe that might answer your question.

00:28:05.954 --> 00:28:12.907
- but we will get back with you. You have the name and contact information. In our case, the audited statements

00:28:12.907 --> 00:28:19.481
- are usually a little bit older than our most current financial statements. Sometimes there's a timeline

00:28:19.481 --> 00:28:25.802
- between what gets the audited versions and the most recent fiscal year. That's what I was asking. I

00:28:25.802 --> 00:28:29.278
- think that you answered the question. Okay, thank you.

00:28:34.434 --> 00:28:43.269
- Do we have anybody else here in the audience or on teams that would like to ask a question of the council

00:28:43.269 --> 00:28:49.854
- or the committee? Can you come up, right? Please open the podium, please, yes.

00:28:56.802 --> 00:29:07.556
- Thank you. I have two questions. One for the collaborative applications. Do both agencies need to be

00:29:07.556 --> 00:29:18.204
- 501C3? No. You need to designate whoever is going to be the fiscal body for that agency needs to be

00:29:18.204 --> 00:29:22.782
- a 501C. Great. And then are all applicants

00:29:23.010 --> 00:29:31.577
- Do all applicants do the presentations, or is there a selection process prior to that? We send out a

00:29:31.577 --> 00:29:40.145
- date saying, you know, we have the date. So everybody that turns in an application, then we send you

00:29:40.145 --> 00:29:48.882
- the order in which to present. So if you show up, you present. If you don't show up, we move on to the

00:29:48.882 --> 00:29:52.190
- next person that's in line. Thank you.

00:29:52.674 --> 00:30:07.104
- Can you tell us your name, please, so we know who you are? Yes, I'm Sarah Farmer. Thank you. Do we have

00:30:07.104 --> 00:30:21.534
- anyone else in the audience or anyone else via Teams to ask a question? Okay, seeing none, then I would

00:30:21.666 --> 00:30:30.884
- that we are done here today. Thank you all for coming. Thank you all for viewing today, and hopefully

00:30:30.884 --> 00:30:40.012
- we have lots of applicants this year. We had quite a few last year, so I'm excited to see who we get

00:30:40.012 --> 00:30:47.422
- this year. The applications will be posted on the website tomorrow afternoon. So.

00:30:47.874 --> 00:30:54.945
- If they're not there, just give us a chance because we've got to work through with TSD to get all the

00:30:54.945 --> 00:31:02.154
- links working and that kind of thing. So, you know, we'll do our best to have everything ready tomorrow

00:31:02.154 --> 00:31:09.571
- afternoon. But you can always give us a call, like we said. All right. Well, thank you very much. Meetings

00:31:09.571 --> 00:31:10.334
- adjourned.
