Grants:APG/Proposal form v8

Overview

Financials: current year

Programs: upcoming year's annual plan

Staff and contractors: upcoming year's annual plan

Financials: upcoming year

Verification and signature

Detailed budget: upcoming year

Revenues: upcoming year

Operating reserves: current and upcoming years

Expenses: upcoming year's annual plan

Do not create any forms directly from this page. All forms should be created from each organization's proposal hub. The proposal hub is started on the FDC portal front page during open call. Thank you.

This page is now finalized, and is the current version of the Proposal form. This form is currently in use for FDC Round 1 2016-2017. Please do not edit the FDC proposal template. Instead, if you have comments or feedback, we welcome that on the talk page.

Proposal by to support its annual plan with Template:Usamountrequested/.

Template:Summary/

Go to Proposal form v8's proposal form.

Return to the community review page.

We ask that you please don't make any changes directly to this page after the proposal submission date, but comment on the discussion page.

If you need to review the edit instructions you will find them in the edit intro.

Use this form if you are eligible to submit a proposal in the current round, to request funding in the current round.
This form must be published on Meta by the proposal submission date for each round to be considered, and no changes may be made after the submission date without staff approval.
This form complements your organization's annual plan, detailed budget, and strategic plan. It won't be considered complete without a detailed budget and strategic plan.
Organizations may apply for a funding period that does not exactly match their fiscal years. Follow the instructions carefully to understand what time period each question refers to.
Refer to the framework, guidance from the Board, and the FDC's recommendations before using this form, so you have an understanding of the Annual Plan Grants process.
Please Email FDCSupport@Wikimedia.org with questions about using the form.

A few terms used in the form:

FDC proposal form terms	Wikimedia terms	Learning & Evaluation terms
Revenue Spending or Expenses Currency requested Staff Long-term contractors Rate of change Annual plan Funding period Fiscal year	2016 Draft WMF Strategy Wikimedia project	Grant metrics Program Objective Goal Target Needs assessment Logic model Impact

1. In order to support community review, please provide a brief description of your organization's work in the upcoming funding period.

2. Name, fiscal year, and funding period.

Legal name of organization: 1
Organization's fiscal year: 2
12-month funding period requested: 3
Currency requested: 4
Name of primary contact: 5

3. Amount requested.

Table 1

	Currency requested	US$
Total expenses for the upcoming year	1	2
APG funding requested for the upcoming year	3	4
Amount of funding received from WMF for the current year	5	6

4. How does your organization know what community members and contributors to online projects need or want? Does your organization conduct needs assessments or consult the contributors and volunteers most involved with its work?

5. Please provide a link to your organization's strategic plan, and a link to your separate annual plans for the current and upcoming funding periods if you have them.

The purpose of this section is to give the FDC an idea of how your organization is receiving funds and spending funds toward your current plan. Your current funding period is the funding period now in progress (e.g. 1 January 2016 to 31 December 2016 for most organizations).

Table 2

Financials for the current funding period
Revenues or expenses	Planned (budgeted)		Actual, until one month before the proposal due date		Projected
	Currency requested	US dollars	Currency requested	US dollars	Currency requested	US dollars
Revenues (from all sources)	1	2	3	4	5	6
Expenses	7	8	9	10	11	12

Table 2 notes:

This section is about your organization's programs. A program is a defined set of activities that share the same objectives and a similar theory of change. Please share the general goal of each program, and then list the specific objectives that the program will meet. Please do not include information about your organization's operating activities in this section. You may provide information about activities like administration, staff and board training, fundraising, governance, and internal IT in another section or in a supplementary document, but please do not include these activities here as programs.

1. For each program, and overall

Include targets for each of the three shared measures for each program, and overall. If one or more of these required metrics are not relevant to any of your programs, please consult your program officer.
Also choose at least two grantee-defined metrics to highlight in this section, and include targets for each of these grantee-defined metrics for each program, and overall. (Other program-specific metrics may be included in your program objectives, in the detailed program sections below.)

Table 3

Shared metrics

Participants: The number of people who attend your events, programs or activities, either in person or virtually. This definition does not include people organizing activities, social media followers, donors, or others not participating directly.
Newly registered: The number of participants that create new accounts on a Wikimedia project. These include users who register up to two weeks before the start of the event.
Content pages: A content page is an article on Wikipedia, an item on Wikidata, a content page on Wikisource, an entry on Wiktionary, and a media file on Commons, etc. This metric captures the total number of content pages created or improved across all Wikimedia projects.

Grantee-defined metrics

A: A1
B: B2

Program	Participants	Newly registered	Content pages	A	B
1	2	3	4	5	6
TOTAL FOR ALL PROGRAMS	7	8	9	10	11

Table 3 notes:

2. Please list your goals and objectives for each program. Please be sure your objectives meet all three criteria for each program

The objectives listed are each SMART: specific, measurable, attainable and relevant, and include time-bound targets.
Include both qualitative targets and quantitative targets, and remember to highlight your baseline metrics.
Provide any additional information that is important to our understanding of this program. For example, you may include needs assessments, logic models, timelines, tables, or charts. Share how this program will contribute more broadly to movement learning, or explain how your program aligns with important Wikimedia priorities such as increasing participation and improving content on the Wikimedia projects.

1. Please describe your organization's staffing plan or strategy here, and provide a link to your organization's staffing plan or organogram if you have one.

2. List of staff by department or function.: You can use this table (or substitute your own list) to show us the number of FTEs (fulltime equivalents) for each department or function, where one person working at 100% time would be counted as 1.0. We need this information about the total number of staff (FTEs) you plan to have by the end of the current funding period, and staff you plan to have by the end of the upcoming funding period.

Table 4

Table 4 notes or explanation of significant changes:

3. How much does your organization plan to spend on staff by the end of the current funding period, in currency requested and US dollars?

4. How much does your organization plan to spend on staff by the end of the upcoming funding period, in currency requested and US dollars?

Please link to your organization's detailed budget showing planned revenues and expenses for the upcoming funding period (e.g. 1 January 2017 to 31 December 2017). This may be a document included on this Wiki (Meta) or a publicly available spreadsheet.

Please use this table to list your organization's anticipated revenues (income, or the amount your organization is bringing in) by revenue source (where the revenue is coming from) in the upcoming funding period (e.g. 1 January 2017 to 31 December 2017).

Use the status column to show if this funding is already guaranteed, if you are in the process of requesting funding, or if you are planning to request funding at a later time.
Please include in-kind donations and resources in this table, as applicable, and use the status column to show that they are in-kind resources.
Do not include money you plan to draw from your reserves during the upcoming funding period.

Table 5

Table 5 notes: If your organization has significant funding other than FDC funds, please note how those funds will be used.

Please note that there is a policy that places restrictions on how much FDC funding your organization can use to build its operating reserves. If you would like to use FDC funding to for your organization's reserves, you must note that here. You will not be able to decide to allocate FDC funding from this grant to your reserves at a later date.

1. What is your plan for maintaining, building, or spending your reserves in the current year and the upcoming funding period? Please use the table below to show the amounts in your reserves at the beginning, year-to-date, and end of your current year, and the amount you plan to have in your reserves by the end of the upcoming funding period.

Table 6

Year	Year start	Year start (US)	Year-to-date	Year-to-date (US)	Year end	Year end (US)
Current year (e.g. 2017)	1	2	3	4	5	6
Upcoming year (e.g. 2018)	-	-	-	-	7	8

2. How much FDC funding is your organization requesting to add to your reserves in the upcoming funding period? If you are not requesting any FDC funding to add to your reserves in the upcoming funding period, you can write zero.

1. Expenses by program (excludes staff and operations).: Program expenses are the costs associated specifically with your organization's programs, and do not include operating expenses or staff salaries, which will be described in separate tables. Program expenses may be the costs of an event, the costs of outreach materials specific to a program, budgets for microgrants and reimbursements, or technical costs associated with specific programs, for example. The programs listed in this table should correspond to the programs you have listed in the programs section of this proposal form.

Table 7

Program	Currency requested	US dollars
1	2	3
Total program expenses (should equal the sum of the rows)	4	5

Table 7 notes: If your organization has significant funding designated for specific programs (e.g. a restricted grant), please make a note of that here.

2. Total expenses. Please use this table to summarize your organization's total expenses overall.: These are divided into three categories: (1) staff expenses from Table 4 (including expenses for staff working on both programs and operations), (2) expenses for programs from Table 7 (does not include staff expenses or operations expenses), and (3) expenses for operations (does not include staff expenses or program expenses). Be sure to check the totals in this table to make sure they are consistent with the totals in the other tables you have submitted with this form. For example, your total program expenses excluding staff will be equal to the total in Table 7, while your total staff expenses will be equal to the total in Table 4 and your total expenses will be equal to the total in Table 1.

Table 8

Expense type	Currency requested	US dollars
Program expenses (total from Table 7, excludes staff)	1	2
Operations (excludes staff and programs)	3	4
Upcoming staff total expenses (from Table 4)	5	6
Total expenses (should equal the sum of the rows)	7	8

Table 8 notes:

Department or function

End of current funding period

End of upcoming funding period

Explanation of changes

Total (should equal the sum of the rows):

Please enter "yes" or "no" for the verification below.

The term “political or legislative activities” includes any activities relating to political campaigns or candidates (including the contribution of funds and the publication of position statements relating to political campaigns or candidates); voter registration activities; meetings with or submissions and petitions to government executives, ministers, officers or agencies on political or policy issues; and any other activities seeking government intervention or policy implementation (like “lobbying”), whether directed toward the government or the community or public at large. General operating support through the FDC may not be used to cover political and legislative activities, although you may make a separate grant agreement with the WMF for these purposes.

I verify that no funds from the Wikimedia Foundation will be used for political or legislative activities except as permitted by a grant agreement

Please sign below to complete this proposal form.

IMPORTANT. Please do not make any changes to this proposal form after the proposal submission deadline for this round. If a change that is essential to an understanding of your organization's proposal is needed, please request the change on the discussion page of this form so it may be reviewed by FDC staff. Once submitted, complete and valid proposal forms submitted on time by eligible organizations will be considered unless an organization withdraws its application in writing or fails to remain eligible for the duration of the FDC process.

Please sign here once this proposal form is complete, using four tildes.