View source for Grants:APG/Proposal form v4

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{{Caution|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|FDC portal front page]] during open call. Thank you.}}
<noinclude>{{Message|This form is being updated for FDC Round 2 2013-2104. Please '''do not edit the FDC proposal template'''. Instead, if you have comments or feedback, we welcome that on the [[Grants talk:APG/Proposal form v4|talk page]].}}</noinclude>
<includeonly>{{#ifeq: {{{withdrawn}}}|yes|{{Withdrawn proposal to the FDC}}|{{#ifexist: FDC portal/Board decisions/{{#titleparts: {{PAGENAME}}|1|3}}|{{FDC funds allocation}}|}}}}</includeonly>
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<!--T:69-->
''For some guidelines, please see '''[[FDC_portal/Proposals/2013-2014_round2/Example/Proposal_form|this example proposal form]].'''''

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''If you need to review the edit instructions you will find them {{LL|<tvar|link>Grants:APG/FDC portal/Proposal form editintro/2</>|at the editintro.}}''

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All {{LL|<tvar|link1>Grants:APG/FDC portal/Eligibility criteria</>|eligible organizations}} will need to complete this form to request Annual Plan Grant from the {{LL|<tvar|link2>Funds Dissemination Committee</>|Funds Dissemination Committee (FDC)}}. The completed document must be published in English on Meta by the deadline for each round. No changes can be made to the documents after these deadlines pass, and documents will automatically be considered 'submitted' after the deadline closes.

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The purpose of this document is to provide the FDC with an overview of your annual plan, the alignment of the plan to the Wikimedia movement’s strategic goals, and the potential impact and effectiveness of the plan. This proposal should complement any annual planning documents you may have: please complete all fields as mandatory and add links to supporting documents where relevant. If any documents are submitted in a draft form (e.g. an annual plan that has not yet been approved by the General Assembly), please link to the final version when it has been approved, even if after the deadline.

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Please review key FDC documents, including the {{LL|<tvar|link1>Grants:APG/Funds Dissemination Committee/Framework for the Creation and Initial Operation of the FDC</>|FDC Framework}}, [<tvar|link2>http://wikimediafoundation.org/wiki/Minutes/2013-04-18#Guidance_for_the_FDC Guidance</> for the FDC from the Board], and the FDC's funding recommendations: {{LL|<tvar|link3>Grants:APG/FDC portal/FDC recommendations</>|FDC recommendations}}. These documents include critical information for applicants. 

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Each section of the proposal provides guidance on the amount of detail expected in response to each question or field. If you have any questions about the form, please contact <tvar|mail>{{Mail|FDCSupport@Wikimedia.org}}</>

<!--T:75-->
A few terms used in the form:

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* {{FDC glossary link|<tvar|term1>Revenue</>|Revenue}}
* {{FDC glossary link|<tvar|term2>Spending</>|Spending}}
* {{FDC glossary link|<tvar|term1>Costs</>|Costs}}
* {{FDC glossary link|<tvar|term2>Currency requested</>|Currency requested}}
* {{FDC glossary link|<tvar|term1>Program / initiative</>|Program}}
* {{FDC glossary link|<tvar|term2>Staff</>|Staff}}
* {{FDC glossary link|<tvar|term3>Long-term contractors</>|Long-term contractors}}

== Basic information == <!--T:77-->
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<section begin=summary />
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=== Overview of grant request === <!--T:78-->

<!--T:79-->
;1. In order to support community review please provide a brief summary description of your organization's upcoming annual plan, including focus areas and goals.
*

<!--T:80-->
;2. What is your organization's proposed rate of growth in budget since last year? Please explain your organization's rationale if your proposed budget will increase this year.
*

<!--T:81-->
''Note the {{LL|<tvar|link>Grants:APG/Funds Dissemination Committee/Framework for the Creation and Initial Operation of the FDC#Special_funding_guidelines_during_transition_to_the_FDC</>| FDC Framework funding guidelines}} on the rate of growth of year-over-year FDC allocations. These guidelines relate not to an organization's overall budget growth, but rather to movement resources (that is, what the organization received through Annual Plan Grants through the FDC process or what the organization retained via payment processing in the prior funding cycle).'' 
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<section end=summary />
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=== Contact information === <!--T:82-->
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<section begin=table1 />
{{FDC proposal form/2/Table/1
<!--Legal name of affiliated organization-->
| legal name = 1
<!--Organization's fiscal year (mm/dd–mm/dd)-->
| fiscal =2
<!--12 month timeframe of funds currently requested (mm/dd/yy–mm/dd/yy)-->
| timeframe = 3
<!--Contact name-->
| contact name = 4
<!--Contact's position in organization-->
| contact position = 5
<!--Contact username-->
| user = 6
<!--Contact email-->
| email = 7
<!--Second contact name-->
| second contact name = 8
<!--Second contact's position in organization-->
| second contact position = 9
<!--Second contact username-->
| second user = 10
<!--Second contact email-->
| second email = 11
}}
<section end=table1 />
<section begin=table2 />
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=== Amount requested === <!--T:83-->
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{{FDC proposal form/2/Table/2
<!--Currency requested-->
| currency = 1
<!--Exchange rate used-->
| exchange = 2
<!--Total annual expenses of the organization (in currency requested)-->
| budget = 3
<!--Total annual expenses of organization (in USD)-->
| budgetUS = 4
<!--Amount requested from the FDC (in currency requested)-->
| request = 5
<!--Amount requested from the FDC (in USD)-->
| requestUS = 6
<!--Amount to be raised from non-FDC sources (in currency requested)-->
| non-FDC = 7
<!--Amount to be raised from non-FDC sources (in USD)-->
| non-FDCUS = 8
<!--If FDC funds were received last year, the amount received last year (in currency requested)-->
| last year = 9
<!--If FDC funds were received last year, the amount received last year (in USD)-->
| last yearUS = 10
}}
<section end=table2 />
<section begin=background />
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== Community engagement == <!--T:84-->

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''This section provides the FDC an overview of your organization's work with your members, with volunteers, with the communities you serve, and with Wikimedia's online projects.''

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;1. How many members does your organization have, and what is the role of members (e.g., attendance at events, paying dues)?
*

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;2. How many volunteers are engaged with your organization’s work? And ''how'' are volunteers engaged with your organization’s work?
*

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;3. How does you know what the members of the community / communities your organization serves (including chapter members and broader online volunteers) need and want? How does this influence your strategic planning and decision-making?
*

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;4. Does your organization's program work support a particular {{LL|<tvar|link>Wikimedia projects</>|Wikimedia project or projects}}, and if so, which particular project or projects does your work support?
*

== Reflection on past programs and activities == <!--T:90-->

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;1. Please give at least three examples of successful programs or activities that your organization has completed, and explain why they were successful. You may also provide links to information about these programs and activities, when available.
*

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;2. What are the programs or activities that did not work for your organization in the past? What did you learn from those experiences? What changes were made after learning from these experiences?
*

=== Please provide links to your organization’s planning documents and reports === <!--T:93-->
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{{FDC proposal form/2/Table/Links
<!--Link to the organization's mission statement:-->
| current year mission = 
<!--Link to annual plan, including a budget:-->
| completed year annual plan =
| current year annual plan =
| upcoming year annual plan =
<!--Links to community discussions around each annual plan:-->
| completed year discussion =
| current year discussion =
| upcoming year discussion =
<!--Link to annual report, including a financial report:-->
| completed year report =
<!--Links to relevant strategic planning documents:-->
| completed year documents =
| current year documents =
| upcoming year documents =
}}
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''Link table details, if necessary:''
*
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<section end=background />
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== Upcoming year's annual plan: strengths, opportunities and threats == <!--T:95-->

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;1. What organizational strengths enable your organization's plan (e.g., leadership, program planning and goal-setting, program expertise, experience with programs, governance structure)?''
*

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;2. What external opportunities enable your organization's plan (e.g., socio-political contexts, community engagement, ability to raise external funds)?
*

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;3. What are the risks or threats that could prevent your organization from achieving your proposed annual plan (e.g., socio-political contexts, staff or board transitions or turnover, lack of community engagement, extraordinary circumstances, lawsuits, lack of ability to raise funds)? How will you minimize these risks and threats?
*

== Key {{FDC glossary link|<tvar|term>Program / initiative</>|programs}} in the upcoming year's annual plan == <!--T:99-->

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You may also include illustrations such as charts, graphs, and timelines when answering these questions about each of your organization's programs.
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<section begin=programs />
<!--For each program, copy and paste the section below and renumber the section-->
{{FDC proposal/Program
|key= Program title <!--goes here-->
|overview=<!--fill in the spaces below-->
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;1. Please share the a) {{LL|<tvar|link1>Programs:Evaluation_portal/Library/Focusing_on_Program_Goals_and_Measurable_Results</>|goal}} as well as (b) the {{LL|<tvar|link2>Programs:Evaluation_portal/Library/Focusing_on_Program_Goals_and_Measurable_Results</>|measurable result(s)}} your organization hopes to achieve, including (c) ''when'' you expect the result(s) to be achieved.

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''For instance, “We plan to ''a)'' increase the number of active editors ''b)'' on Turkish Wikipedia by 15% ''c)'' by December 2014."  Note that more specific results would be "Increase the number of new editors who become “active” editors on Turkish Wikipedia by 3%, and increase the number of existing editors who are active editors on Turkish Wikipedia by 10%.''
*

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;2. How does this program address [[<tvar|link>wmf:Wikimedia Movement Strategic Plan Summary information</>|Wikimedia movement strategic priorities]]?  

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''Although we understand that a program may address many priorities in different ways, please select the 1-2 strategic priorities this program best addresses. For example, "The measurable result of this program addresses the strategic priority of increasing participation, by increasing active editors contributing to Turkish Wikipedia, a Wikimedia project." 

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;3. What key activities are associated with this program?
*

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;4. How will your organization measure and report the results of this program?
*

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;5. How will what your organization learns from measuring these results direct your future program planning and decision-making? 

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''Any additional details'':
*
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}}

<!--This is the end of one program section-->
<section end=programs />
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== Financials: year-to-date progress == <!--T:109-->

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''"Year-to-date" refers to the period between the start of your organization's current fiscal year and the date your organization submits this proposal. Please provide the most recent year-to-date financials available, whenever possible.''
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<section begin=table3 />
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;1. Please identify the start date (month/year) and end date (month/year) of the 12-month period you define as "year-to-date" in this section.
*
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{{FDC proposal form/2/Table/3
<!--Revenues (from all sources)-->
<!--Current fiscal year planned budget revenues (in currency requested):-->
| revenues planned = 1
<!--Current fiscal year planned budget revenues (in $US):-->
| revenues plannedUS = 2
<!--Total year-to-date actual revenues (in currency requested):-->
| revenues actual = 3
<!--Total year-to-date actual revenues (in $US):-->
| revenues actualUS = 4
<!--Projected final amount (in currency requested):-->
| revenues projected = 5
<!--Projected final amount (in $US):-->
| revenues projectedUS = 6
<!--Spending-->
<!--Current fiscal year planned spending (in currency requested):-->
| spending planned = 7
<!--Current fiscal year planned spending (in $US):-->
| spending plannedUS = 8
<!--Year to date actual spending (in currency requested):-->
| spending actual = 9
<!--Year to date actual spending (in $US):-->
| spending actualUS = 10
<!--Projected final amount (in currency requested):-->
| spending projected = 11
<!--Projected final amount (in $US):-->
| spending projectedUS = 12
}}
''Table 3 details, if necessary:''
*
<section end=table3 />
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== Financials: upcoming year's annual plan == <!--T:112-->

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;1. Please link to your organization's '''detailed budget''' on this Wiki or in a publicly available spreadsheet file.
*

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;2. Beyond the Wikimedia movement, does your organization currently receive or expect to receive financial support from external donors? 

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''If so, the FDC staff will request contact information and your permission to contact the donors.'' 
*

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;3. How much total funding does your organization plan to spend on travel (including staff travel, board travel, other volunteer travel, travel grants, and travel reimbursements)? 
*

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;4. Excluding these travel expenses, how much total funding does your organization plan to re-grant (as reimbursements, grants, or microgrants to individuals, groups, or organizations)?
*

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;5. Overall, please estimate the percentage of total staff time spent on program work, as distinct from the total staff time spent on operational work (such as administration, fundraising, governance, legal, etc.):
*

==== Revenues ==== <!--T:119-->

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''Please list anticipated revenues, by source (e.g., Annual Plan Grants through the FDC process, WMF Project and Event Grants, other grants from Wikimedia organizations, grants from institutional donors, public funding, membership fees, donations, event fees or other revenue)''
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<!--Use table 4 template below-->
<section begin=table4 />
{{FDC proposal form/2/Table/4/Header}}
<!--To make additional rows, copy the template below-->
{{FDC proposal form/2/Table/4/Row
|revenue source = 1
|anticipated = 2
|anticipatedUS = 3
}}
<!--End of row template-->
{{FDC proposal form/2/Table/4/End}}
''Table 4 notes, if necessary:'' 
*
<section end=table4 />
''(Table 5 not used)''
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==== {{FDC glossary link|<tvar|term1>Staff</>|Staff}} and {{FDC glossary link|<tvar|term2>Long-term contractors</>|long-term contractors}} ==== <!--T:121-->

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''Please include both part-time and full-time staff and long-term contractors. '''Current staff should include both staff that are currently hired and staff that your organization plans to hire during the current year.''' Please provide a link to a detailed staffing plan or organogram, if your organization has one.''
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<!--Use table 6 template below-->
<section begin=table6 />
{{FDC proposal form/2/Table/6/Header}}
<!--To make additional rows, copy the template below-->
{{FDC proposal form/2/Table/6/Row
|department = 1
|current number = 2
|current percentage = 3
|upcoming number = 4
|upcoming percentage = 5
|rationale = 6
}}
<!--End of row template-->
{{FDC proposal form/2/Table/6/End}}
''Table 6 notes, if necessary:'' 
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<section end=table6 />
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==== Summary of staff and long-term contractor expenses ==== <!--T:123-->
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<section begin=table7 />
{{FDC proposal form/2/Table/7
<!--Current staff expenses (in currency requested)-->
| current expenses = 1
<!--Current staff expenses (in $US)-->
| current expensesUS = 2
<!--Proposed increase in current staff expenses (in currency requested)-->
| proposed expenses = 3
<!--Proposed increase in current staff expenses (in $US)-->
| proposed expensesUS = 4
<!--Percent increase in current staff expenses-->
| percentage increase = 5
<!--Proposed increase in new staff expenses (in currency requested)-->
| proposed new expenses = 6
<!--Proposed increase in new staff expenses (in USD)-->
| proposed new expensesUS = 7
<!--Percent increase in new staff expenses-->
| percentage new increase = 8
<!--Total staff expenses (in currency requested)-->
| total expenses = 9
<!--Total staff expenses (in USD)-->
| total expensesUS = 10
<!--Percentage total increase-->
| percentage total increase = 11
}}

''Table 7 notes, if necessary:'' 
*


<section end=table7 />
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==== Program expenses ==== <!--T:124-->

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''Program expenses are the costs associated with your organization's programs. These costs do not include operating costs or staff salaries, which will be described in separate tables. For example, program costs 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.''
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<!--Use table 8 template below-->
<section begin=table8 />
{{FDC proposal form/2/Table/8/Header}}
<!--To make additional rows, copy the template below-->
{{FDC proposal form/2/Table/8/Row
| program= 1
| currency= 2
| currencyUS= 3
}}
<!--End of row template-->
{{FDC proposal form/2/Table/8/Total
|total = 4
|totalUS = 5
}}
''Table 8a notes, if necessary:'' 
*

<section end=table8 />
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==== Operating expenses ==== <!--T:126-->

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''Operating costs are the costs associated with running your organization, and include administrative expenses such as office rent and maintenance, legal services and insurance costs, fees, financial services, board costs, internal IT costs, and fundraising costs. These should not include the program-specific costs described above, or staff costs described above.''
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<!--Use table 8 template below-->
<section begin=table8b />
{{FDC proposal form/2/Table/8b/Header}}
<!--To make additional rows, copy the template below-->
{{FDC proposal form/2/Table/8/Row
| program= 1
| currency= 2
| currencyUS= 3
}}
<!--End of row template-->
{{FDC proposal form/2/Table/8/Total
|total = 4
|totalUS = 5
}}
''Table 8b notes, if necessary:'' 
*
<section end=table8 />
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==== Summary of total revenues and expenses ==== <!--T:128-->
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<section begin=table9 />
{{FDC proposal form/2/Table/9
<!--Total cash balance as of proposal submission-->
| cash balance = 1
<!--Total cash balance as of proposal submission, if applicable (in $US)-->
| cash balanceUS = 2
<!--Total Revenues (in currency requested)-->
| total revenues = 3
<!--Total Revenues (in USD)-->
| total revenuesUS = 4
<!--Total Spending (in currency requested)-->
| total spending = 5
<!--Total Spending (in USD)-->
| total spendingUS = 6
<!--Net (total revenues less total costs in currency requested)-->
| net = 7
<!--Net (total revenues less total costs in USD)-->
| netUS = 8
<!--Operating reserves-->
| operating reserves = 9
| operating reservesUS =10
}}
<nowiki>*</nowiki>''<translate><!--T:129-->
Operating reserves are liquid, unrestricted assets available for an organization to use as a cushion, and to cover the costs of operations in case of unanticipated expenses or loss of revenue. Operating reserves are not meant to be considered a solution to everyday cash flow issues; in most cases, they are meant to be held over from year to year, accumulating interest and growing based on each individual organization’s operating reserves policy.</translate>''

''Table 9 notes, if necessary:'' 
*
<section end=table9 />
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==== Additional budget questions ==== <!--T:130-->

== Verification that this proposal requests no funds from the Wikimedia Foundation for political or legislative activities == <!--T:131-->

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''Enter "yes" or "no" for the verification below.''
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<!--Use table 10 template below-->
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<!--T:133-->
:''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. Grants for such activities (when permitted under U.S. law and IRS regulations) should be sought from the {{LL|<tvar|link>Grants:PEG</>|Wikimedia Foundation Project and Event Grants Program}}.''
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<!--"I verify that no funds are being requested from the FDC to support political or legislative activities" Answer, Yes/No after verify=-->
{{FDC proposal form/2/Table/10
|verify=
}}
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<!--T:134-->
'''Once this proposal is complete, please sign below with the usual four tildes.''' No changes should be made to the documents after the the deadline for proposal submission for this round passes without written permission from FDC staff. Proposals will be considered submitted once the deadline for proposal submission for this round passes, unless a proposal is withdrawn by the organization submitting the proposal.
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[[Category:FDC forms]]
[[Category:FDC documentation]]