Assets for Independence Resource Center
 
Managing Network Projects > AFI Network Project Models

AFI Network Project Models

AFI Network Project Model #1

AFI Grantee / Sub-Recipient Model

Examples:

  • Community Action Partnership of Riverside, California
  • New Hampshire Community Loan Fund
  • State of Pennsylvania
  • FAIM -- State of Minnesota
AFI Grantee-Subrecipient Chart

How This Model Works

This model works like a hub and spokes wheel. The AFI granete receives the AFI grant and sub-grants the implementation of the grant to one or more sub-recipients / sub-grantees. Currently, the smallest AFI Network Project has a grantee and two sub-grantees while the largest has a grantee and fifty-three sub-grantees.

  • The AFI grantee leads and manages the Network.
  • The AFI grantee manages and disburses AFI grant funds and nonfederal funds for matching participant savings and paying operational expenses. It may disburse a portion of the funds to the sub-recipient agencies. The sub-recipient agencies implement the IDA project at their sites.
  • The AFI grantee may convene a technical advisory committee with housing, higher education, and small business asset expertise.
  • The AFI grantee may convene an advisory council to give direction and address policy issues.
  • The AFI grantee may use a request for proposal (RFP) to select sub-recipients. (For some existing network projects that use this model, the sub-recipients have been selected using other means.)
  • The AFI grantee uses a contract or grant agreement with its sub-recipients.

Example of the Division of Grantee-Subgrantee Roles and Responsibilities

AFI Grantee Functions
  • Manages and disburse funds, handle reporting
  • Negotiates relationships with financial institutions
  • Coordinates entire network including with the sub-recipients
  • Conducts data collection, analysis, reporting for entire network
  • Fundraising for entire network with assistance of sub-recipients
  • Provides overview of performance
  • Provides training and technical assistance
  • Communicates to media, policy makers, and so forth in the name of the entire network
Sub-recipient(s) (sub-grantees or contractors)
  • Implements IDA program and works directly with savers and their asset goals
  • Negotiates with community partners to provide services (e.g. financial education training)
  • Conducts fundraising in coordination with the grantee
  • Provides project data to the AFI grantee and others
Community Partners
  • Financial institutions, community colleges and universities, libraries, first time homebuyer counselors and experts, and many others

AFI network project Model #2

Coordinated AFI Grantee Model

Example:

  • Michigan IDA Partnership

(Click on Image to Enlarge)

How This Model Works

  • This model operates like Model 1 except that the entire state is divided into regions lead by an AFI grantee and one or more sub-grantees.
  • The AFI grantee enters into agreements with each of the sub-grantees to clarify roles for fiscal activities, communication, fundraising, staff training, data collection and reporting, working with financial institutions, working with IDA Savers (or participants), monitoring savings deposits, providing financial education and asset specific education and asset purchases.
AFI network project coordinator
  • Provides technical assistance to AFI grantees and sub-recipients
  • Central compiler of data and information from the AFI grantees
  • Provides reports to funders, media, policymakers, public
  • Coordinates on-going performance management and evaluation for the overall network
AFI Grantee for Region # 1
AFI Grantee for Region # 2
AFI Grantee for Region # 3
AFI Grantee for Region # 4
AFI Grantee for Region # 5
  • Manages and disburses funds, handles reporting
  • Coordination of their sub-recipients
  • Data collection, analysis reporting for their portion of the network
  • Fundraising for their portion of the network with the assistance of sub-recipients and the AFI Network Project Coordinator
  • Coordinates training and technical assistance to their sub-recipients
  • Coordinates communication with media, policymakers, etc., for their portion of the network
Sub-recipients (sub-contractors or sub-grantees)
  • Implements the IDA project
Community partners
  • Community partners include: financial institutions, community colleges and universities, libraries, first-time homebuyer counselors and experts, etc.

AFI Network Project Model #3

Coalition Model

This model is a colation of organizations that work together on policy and/or practice issues. In most cases the coalition will work together to further asset building strategies such as getting persons banked, implementing IDA matched savings accounts, launching EITC and state tax credit campaigns, widening the scope of financial education opportunities, and seed accounts for children at birth.

Examples:

  • New Mexico Association of Community Action Agencies
  • MIDAS Collaborative
  • United Way of Southwest Alabama

(Click on Image to Enlarge)

Coalition Model

How This Model Works

The AFI Network Project grantee and sub-grantees may be members of the coalition along with other partners such as Community Development Corporations, financial institutions, university extension, United Way organizations, Community Action Agencies, and faith-based non-profit organizations.

The coalition may or may not be incorporated.

If the coalition is incorporated, it may receive funding dierectly to implement its workplan.

If the coalition is not incorporated, there may be a Memorandum of Understanding, interagency agreement, or some other formal partnership agreement that lays out the purpose, roles and responsibilities of participating organizations. Usually, one organization serves as a fiscal sponsor for the entire coalition. One organization receives public and/or private funds for the work of the coalition and disburses these funds to the appropriate contracting individuals or organizations to implement the coalition workplan.

Often the success stories of participating organizations, including the AFI Network Project, are used to promote specific policy and/or practice issues.

Coalition Broad Asset-Building Focus
  • Asset-building policies and practices
  • Raising resources for broad initiatives
AFI Grantee
  • Manage and disburse funds, handle reporting
  • Develop relationship(s) with one or more financial institutions
  • Coordinate entire network including sub-recipients of AFI grant funds
  • Data collection, analysis, reporting for entire network
  • Principal agency responsible for fundraising for entire network with assistance of sub-recipients
  • Responsible for on-going performance management and evaluation of entire network project
  • Provides training and technical assistance
  • Communicates to media, policy makers, etc. for entire network
Sub-recipients
  • Implement IDA project sites
  • May secure community partners to assist with implementing IDA activities (e.g. financial literacy training, mentoring first time home buyers and small business owners)
  • May secure nonfederal funds for the project
  • Provides project data to the AFI grantee and others
Community Partners
  • Financial institutions, community colleges and universities, libraries, first time homebuyer counselors and experts, and many others
Last revised: July 2009

Get Adobe Reader Get Adobe Acrobat Reader | Privacy Policy