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Character Development

Learning Institute, Request

For Proposal Questions &

Rubric Scoring Date: March 2017 Location: YMCA of the USA, 101 N. Wacker Drive, Chicago, IL, 60606

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WELCOME

I would like to invite you to participate in our renewed efforts to support character development across the Movement. Character

is a key element of the Y’s approach to working with youth, and for over 160 years the Y has helped youth develop into ethical,

caring, and successful adults. Today the emerging field of youth character development is documenting with greater rigor the

social and academic benefits of building youth character. Still to be learned in the field is how proven character development

research can be applied effectively by adult practitioners working in out-of-school-time (OST) settings. YMCA of the USA (Y-USA)

seeks to fill this gap through the Character Development Learning Institute (CDLI), a systematic and cooperative effort to rapidly

discover, test, and disseminate best adult practices to positively influence the character development of millions of youth.

We as a Y movement know that adult practices are critical to shaping values, skills, attitudes, and behaviors that encourage

youth to flourish in learning, in work, in life. The CDLI will advance positive youth development through a collaborative,

program-agnostic, and deliberate process that builds on research-informed adult practices and integrates these practices in

programs serving youth ages 5-18.

Our work in character development builds on our strong foundation while being shaped by and inclusive of the interconnected

areas of positive youth development, including social and emotional learning, non-cognitive traits, soft skills, and other

domains such as grit, motivation and growth mindset. The CDLI sees these areas, especially social and emotional learning, as

central to our work. At the Y, the word character reflects our commitment to a holistic approach to youth development, to

evidence-based programming, and to our core organizational values of honesty, caring, respect, and responsibility.

The CDLI approach, informed by an earlier discovery phase designed to learn about the current character development efforts,

operates in four domains:

• Adult Practice (hiring, professional development, pedagogical approach);

• Environments (organizational and physical conditions necessary to deliver quality practices);

• Evaluation (use of data to measure impact, inform decision making, and support continuous improvement);

• Delivery (existing youth programs where we can infuse character development practices)

Based on what the Y has learned about the relative importance of each domain in advancing youth outcomes and its potential

to deliver the greatest impact, the CDLI will focus on adult practices included in program delivery, as well as environmental

conditions, with an assumption that evaluation will be embedded into these domains.

Building on the knowledge and momentum developed through the Discovery Phase, Y-USA seeks to enhance youth character

development practices across its network, and, by extension, influence the OST practice field. The CDLI represents an

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opportunity to instill effective practices among adults working directly with youth and to engage organizational leaders in

supporting and sustaining these practices.

This Request for Proposal (RFP) will select up to 30 YMCA Associations to participate in the next phase of the CDLI development,

the Testing Phase. We would like the Ys to be representative of our youth programs so that we can have diverse program

representation to understand how these practices come to life in various settings. If selected, your Y will join a team of

practitioners and researchers who are working to scale research-informed adult practices in youth development and to close the

gap between theory, practice and implementation.

As you navigate the application process, please take note of the key dates and information sessions available to assist you in

this process. We thank you in advance for your investment and consideration and your unwavering commitment to youth, families

and communities.

With Regards,

Bela Moté

VP of Evidence-Based Youth Development Interventions & National Director of Character Development.

Membership and Programs

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The Character Development Learning Institute (CDLI) Framework

The CDLI considers character to be the non-academic skills that help young people flourish. Character is the values, attitudes,

knowledge, and behaviors that prepare youth to thrive in learning, in work, and in life.

Theory of Action: In an OST setting in a Y, influential and effective character development requires intentional programming

and design, management of talent, effective partnerships, and evaluation (Afterschool Alliance, 2014). With an eye towards

intentional programming and design, as management of talent, the CDLI will field test adult practices in the following areas: 1)

Emotional Management, 2) Empathy, 3) Teamwork, 4) Responsibility, and 5) Motivation.

The CDLI has adopted the following definitions of these practices (Smith, McGovern, Larson, Hillaker, & Peck, 2016):

• Emotional Management – Adults support youth to be aware of and constructively handle both positive and challenging

emotions.

• Empathy – Adults work with youth to relate to others with acceptance, understanding, and a sensitivity to diverse

perspective and experiences.

• Teamwork – Adults foster experiences where youth plan, collaborate, and coordinate action with others.

• Responsibility – Adults develop youth to be reliable, committed, and fulfill obligations and challenging roles.

• Motivation – Adults encourage youth to act, persist, and initiate goals and outcomes even through the ups and downs of

difficult situations and challenges.

In each of the above practices, the CDLI will examine key behaviors and structures that promote efficacy and quality in youth

development (Institute of Medicine & National Research Council, 2002):

1) Appropriate Structure – The organization has the appropriate leadership and staffing model to support youth

development outcomes.

2) Supportive Relationships – Adults and youth have an open line of communication, deliberately collaborate, problem solve

together, and engage in positive interactions (i.e., apprenticeships, mentoring).

3) Opportunities to Belong – Adults and youth appreciate one another by creating an inclusive culture where youth can

explore and express their identities in meaningful and authentic ways.

4) Positive Social Norms – Adults act as role models and provide support for youth to set positive goals.

5) Support for Efficacy and Mattering – Adults intentionally foster with youth a sense of worth, respect, and belonging.

6) Opportunity for Skill Building – Adults provide opportunities for youth to gain new knowledge and skills.

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7) Integration for Family Engagement – Adults recognize and actively include the family and the community as partners in

positive youth development.

The CDLI embraces a philosophy that character can be taught and caught. Intentional actions along with specific shifts in

structure form the basis of the knowledge development and research interests of the CDLI.

Your Role In Advancing the Work: Why should my Y participate?

The CDLI is national in scope, using the Y’s national network of associations and partner organizations as living laboratories to

discover, test, and disseminate best adult practices. In addition, learnings, tools, and resources will be disseminated broadly for

use and adoption by practitioners nationwide.

The CDLI will emphasize how practice is advanced by adults within, and supported by, OST programs. The CDLI will

concentrate its efforts on adults engaging in youth programs/activities (such as seasonal staff, leadership, volunteers, full-time

line and support staff,—in short, any adult coming in contact with youth), as well as organizational leaders who influence

programs and activities—primarily within the Y network, and inclusive of other youth-serving organizations.1 The CDLI will also

yield information about how these practitioners can most effectively engage families, caregivers, in-school staff, and

communities as part of youths’ broader contexts. The CDLI may also learn from and surface lessons to share with others. A

developing toolkit of resources will be available to the public, which will include a research clearinghouse and access to national

experts in the field of youth development.

To support the testing phase of the CDLI, awards of not less than $23,000 will be given for Ys to dedicate to the infusion of

character development in a selected program. This award can be used to fund program enhancements, facilities upgrades, on-

boarding and training, as well as activities and materials related to character development. Your Y will be expected to work

closely with members of the CDLI team at Y-USA to determine how your funds can be expended.

Criteria for Participation: What we’re looking for and will it be a good fit for your Y?

Participating Ys should be eager and have the capacity to engage in an active research process and learning opportunity. In

order to be eligible for this grant, the local Y must be in good standing with Y-USA and offer youth development programs for

1 The CDLI’s program-agnostic approach means that rather than being limited by a specific program curriculum, it will inform adult practice applicable in any

setting. The scope of CDLI activities — and what sets it apart from other work in this area — is its exploration of how adults “know,” “behave,” and “do.” That is,

how adults know what factors encourage positive youth character development, how to behave (internalize or perform) in a way that models positive

characteristics, and what to do to nourish positive development. By “being” and “doing,” adults apply knowledge and bring it to life in the youth with which they

interact.

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youth between the ages of 5-18. Y-USA will ask each Y selected for this grant opportunity to collect and submit data regarding

number of adults reached and other outcome information, as well as provide access to facilities, documents and/or programs

upon request.

What happens next?

The CDLI will follow Y-USA’s established model to develop and scale interventions across the movement. This process consists

of three phases: 1) Discovery, 2) Testing, and 3) Dissemination; this process examines programs and practices, their potential

for replication, and the possibility of bringing them to a broad audience. In the earlier CDLI Discovery Phase, Y-USA

investigated adult practices that emphasized character development implemented within Ys and other OST settings. Several

evidence-informed and promising adult practices were identified and proposed for translation.

We are now in the Testing Phase of the CDLI, specifically looking at the extent to which already-identified adult practices can be

translated to different types of physical settings, social conditions, and workplace staff. The CDLI aims to answer the question,

"Can these adult practices be implemented in different local Ys (e.g., different sizes, locations, program offerings)?" This phase

of the project will take place over six months and transition into a pilot study in 2018. Those programs selected for this

part of the Testing Phase are expected to participate in the subsequent pilot study. Additional grant funds will be

provided to support research efforts during the pilot study.

Below are the key application dates for this part of the Testing Phase (tentative and may be subject to change):

• March 13: Application Opens

• March 31: Application Due

• April 3-10: Application Review Period

• April 14: Announcement of Selected Ys

• May 1: Implementation of the CDLI

Application Guidelines

Completion of this application will help your Y assess if it has the experience and structure to implement character

development. In order to ensure that your Y is poised for success, it must address certain criteria, all of which you will explore

in this application. Please be sure to read each question carefully, paying close attention to the kind of information you are

asked to provide.

Scoring

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Your overall application score will be reviewed by two independent reviewers from Y-USA. Participation in the CDLI will not be

based on receiving a high score but rather an overall fit for implementing the project and the diversity (size, demographic,

programs, etc) of the participating Y-Associations.

Who do I contact if I need assistance while applying?

Dr. Tasha Johnson is the Senior Director of the Character Development Learning Institute at Y-USA. For more information

regarding the application process or CDLI, please contact her at 312-419-8802 or via email at tasha.johnson@ymca.net

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IMPORTANT INFORMATION:

• If you are selected, there will be required staff training that must be completed before your nominated program begins.

Please identify any conflicts or barriers between April 2017 and October 2017 that may prevent your

Association from participating in training.

• Participation in CDLI is limited to 1 location or branch and 1 youth program (ages 5-18). The following

questions should be in response to the program you nominate for the CDLI.

What program do you want to use to implement character development?

Select either 1) a program that is currently infused with character development practices OR 2) a program in

which you would like to build the character development elements. In your response, please indicate which of the

two kinds of program it is.

Identify the setting that best describes the nominated program: [check box]

- Residential Summer Camp

- Branch Day Camp

- Camp Facility Day Camp

- School Program

- Sports and Recreational Program (e.g., Aquatics, Soccer)

- Other

Where is the program located? (local Y, school, etc.)

Size of the program [numerical fields]

# of adult participants (i.e., program participants over the age of 18)

# of youth participants (i.e., program participants between the ages of 5-18)

# of staff

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# volunteers

# others

Program Participants (ages served) (specific age – Only youth between ages 5-18 can participate in the CDLI study)

Describe the participant demographics:

______ percentage of participants who qualify for free or reduced meals

Race/Ethnicity of Program Participants (Percentage)

_____ White

_____ Black or African American

_____ Asian

_____ Hispanic or Latino

_____ American Indian or Native Alaskan

_____ Native Hawaiian and Other Pacific Islander

_____ Two or More Races

Are the youth grouped? Check all that apply

_____ by age ____ by age ranges [please identify the range]

______ ability

Timeline for Program Implementation – when will your nominated program be in session (duration, dates, times)

How would you describe the timing of your program?:

_____Seasonal _____ Session Based _____ Year-Round ______Other

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Identify the type of technology that can be accessed by your nominated program and its participants (to include youth and

adults) [check all that apply]

Smart Phones,

Internet

Email

Social Media (Facebook, Instagram, etc.)

Fax

Instructions: Thinking about the program that you are nominating to participate in this phase of CDLI, please provide a

narrative response describing the adult practices related to each indicated area in the table. Use EVIDENCE and EXAMPLES and

report the current state of the program and not the ideal. Selection to participate in CDLI is not necessarily based

on the highest score. Since we want the CDLI to reflect the variety of Ys within the Movement, we are looking for a

broad spectrum of Ys to participate as translate sites. For example, instead of stating “Our Y has a partnership with X

organization,” communicate the nature of that partnership using names, dates, events, contracts or any other evidence that

supports your response. Then, select the ONE scenario that most accurately represents your narrative response.

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DOMAIN: ADULT PRACTICES Features

Talent Management Supportive Relationships

Safe and Inclusive Environment

Supports for Efficacy and Mattering

Opportunity for Skill Building

Positive Social Norms

Structure and Routine

Opportunities to Belong

Exemplary Features: Adults in your Y have required credentials, experiences, and training. They have access to training and learning opportunities to continue developing professionally.

Exemplary Features: Adults in your Y create opportunities to develop youth character through meaningful and engaging interactions that build trust, respect, and supports.

Exemplary Features Adults in your Y cultivate character through safe and inclusive environments by promoting feelings of mutual respect, acceptance, and appreciation among youth and adults. They also create opportunities for youth and families to understand and reflect on their own and others experiences, points of view, cultures, and beliefs.

Exemplary Features: Adults in your Y (including parents, volunteers and staff) understand the importance of youth voice to be included in planning of activities and decision-making. Adults foster a sense of community and understand the importance of balancing individual needs and interests vs. group needs and interests.

Exemplary Features: Adults in your Y (including parents, volunteers and staff) develop and model character in everything done, allowing youth to witness how to reflect, discuss, and be motivated by others and motivate themselves and others.

Exemplary Features Adults provide clear rules of engagement and behavioral expectations for positive youth development. Adults value and model empathy with youth.

Exemplary Features Adults provide age appropriate monitoring and routines with clear and consistent rules. Youth needs inform structures and routines.

Exemplary Features Adults provide meaningful opportunities for youth to be socially integrated and included. All backgrounds and perspectives are respected.

RFP QUESTIONS – Total weight for this section: 40% Question 1: A. How does your Y ensure that all full-time staff understand an overall youth development approach and reflect their specific understanding of character in lessons, expectations and activities? B. What specific education credentials / qualifications does

Question 2: How does your Y ensure that all of your youth development staff build strong, trusting relationships with the youth enrolled in their programs / services?

Question 3: A. In your programs, how are youth development professionals supporting and engaging youth in expressing and learning about their own and others experiences, points of view, culture and beliefs. B. In your programs how do you create an environment that promotes feelings of

Question 4: A. How do youth development professionals foster a safe, trusting, and inclusive environment in the program? B. How do youth have the opportunity to express thoughts, ideas and differences of opinions?

C. What is your Y’s philosophy around

Question 5: How do adults (including parents, volunteers and staff) create a culture that motivates youth to learn, grow, and make responsible decisions?

Question 6: A. A. How do adults

(including parents, volunteers and staff) communicate rules and expectations with youth? B. In your program, what are the ways in which adults develop empathy with youth?

Question 7: A. How do adults

(including parents, volunteers and staff) provide routines and structures to youth?

B. How do they verify that the routines and structures are age appropriate and respond to youth needs?

Question 8: B. How do adults

(including parents, volunteers and staff) ensure that youth are not marginalized or excluded from others while participating in the program?

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your Y require for full-time youth development staff?

mutual respect, acceptance and appreciation for different points of views and experiences?

the role of youth in these areas?

5% of total score

5% of total score

5% of total score

5% of total score

5% of total score

5% of total score

5% of total score

5% of total score

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Instructions: Please select the ONE appropriate scenario that best describes the program that you are nominating to participate in CDLI.

DOMAIN: ADULT PRACTICES Emotion Management Empathy Teamwork Responsibility Motivation

Exemplar: Adults (including parents, volunteers and staff) in your Y model healthy strategies for dealing with emotions in a caring, age-appropriate, and respectful context.

Exemplar: Adults (including parents, volunteers and staff) in your Y model deep care and understanding of youth. Your Y provides an authentic context for youth to develop an understanding of themselves, others and the world around them.

Exemplar: Adults in your Y coach youth to develop a spirit of generosity, mutual accountability, and collective collaboration.

Exemplar: Adults in your Y (including parents, volunteers and staff) provide opportunities for youth to take on increased obligations and demands.

Exemplar: Adults in your Y (including parents, volunteers and staff) develop and model character in everything done, allowing youth to witness how to reflect, discuss, and be motivated by others and motivate themselves and others.

RFP QUESTIONS – Total weight for this section: 50% Identify the statement which most accurately reflects your Y’s structure and modeling of emotion management:

1- At least once a week, my Y

Association spends time creating time, space, or rituals within program activities for youth to process and learn from emotions.

3. On a daily basis, staff work with youth

on a program activity in which youth participate in authentic work where they experience pride, celebration, disappointment and success.

5. On a daily basis, staff not only work

with youth on a program activity in which youth engage in authentic work where they experience pride, celebration, disappointment and success but they also conclude with an opportunity to reflect.

Identify the statement which most accurately reflects how your Y exemplifies acceptance, understanding and sensitivity to diverse perspectives and experiences. 1 - At least monthly, my Y Association

hosts social activities where youth can share personal stories, listen to others and provide feedback.

3- My local Y provides regular

programming with youth on diversity and inclusion where youth can check in, share, and reflect.

5- My local Y provides training that

builds the knowledge and adjust the practices of the adults and youth to be more understanding, manage judgements, and demonstrate empathy and care.

Identify the statement which most accurately reflects how your Y organizes youth to participate in teamwork. 1- Teamwork opportunities

for youth are limited to youth sports’ activities.

3 My Y Association has at

least one youth-led group activity that is sponsored by an adult.

5 Adults and youth

frequently work together to plan, provide feedback to improve the Association or program, and set goals and objectives together.

Identify the statement which most accurately reflects how your Y cultivates youth responsibility. 1 Adults provide structure

and assign roles and responsibilities for youth.

3 Youth initiate roles and obligations with facilitation by but little interference from adults.

5 Adults model how to use

inner strength, commitment, and resolve upon which youth draw upon to accomplish a goal or fulfill a deliverable.

Identify the statement which most accurately reflects how your Y develops motivation in youth. 1 Adults provide structure and assign

roles and responsibilities for youth.

3 Youth initiate roles and obligations with facilitation by but little interference from adults.

5 Adults model how to use inner

strength, commitment, and resolve upon which youth draw upon to accomplish a goal or fulfill a deliverable.

10% of total score 10% of total score 10% of total score 10% of total score 10% of total score

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Instructions: Please describe in 500 words or fewer how the four core values are represented in the program that you are

nominating to participate in CDLI.

Instructions: Please submit a picture of the physical space in which the nominated program will be implemented (e.g.,

swimming pool, camp site, classrooms). Photos can be mailed to cdli@ymca.net. Please include in the subject header – CDLI

application, [your Association name].

Select the ONE appropriate scenario that best describes the program that you are nominating to participate in CDLI.

DOMAIN: ENVIRONMENT

10% of total score

Physical Environment

1 - During the actual implementation of the program, the physical space is shared with another program or service (i.e.

preschoolers and teens share space at the same time), physical environment is clean and safe, and equipment and

furniture are not age appropriate.

3 - The program shares space with another age group or programmatic activity during hours of program delivery, the space

is clean and safe and age-appropriate, and equipment and furniture can be found

5 - The program has secure dedicated space during program time with age-appropriate and enriching equipment and supplies

and staff maintain the physical environment to support youth learning and development

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Each Y-Association participating in the testing phase of the CDLI will receive grant funds of not less than $23,000. These

resources are purposed to support the following: 1) necessary environmental upgrades; 2) character development program

enhancements. Below you will find a selection of allowable areas in which funds can be used. Please place a check by the areas

in which your Association anticipates using these funds in your nominated program:

☐ Staff Time

☐ Building Improvements

☐ Hiring of New Staff

☐Training

☐ Materials

When selected, the CDLI expects local Ys to create a program-level implementation team, consisting of a Y Association staff

member (e.g., VP of Youth Development), a local Y C-Suite Executive (e.g., Program Director), a program practitioner (e.g.,

camp counselor), a member of the staff training team (if available), and a member of the evaluation team (if available). Please

identify the possible implementation team here (Name, Title, Phone, Email Address). A member of the team will be required to

fill out additional data collection materials in order to be eligible to participate in the CDLI.

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Character Development Learning Institute Pledge

Subject to the availability of funds, if selected to receive a 2017 Character Development Learning Institute (CDLI)

Translate Phase Grant, the following terms and conditions shall apply:

General Compliance

1. The local Y shall remain in compliance with Article II, Section 2 of the National Council of YMCAs Constitution

(Qualifications for Membership).

2. The local Y shall inform, for reporting purposes, the designated YMCA of the USA Technical Advisor and Research and

Evaluation staff of any changes to staff positions and contact information related to the work being conducted, including

but not limited to program leads and grants/development staff.

3. The local Y CEO (or his/her assigned alternate) shall:

• Ensure that the project is being carried out with fidelity

• Meet with the program lead to ensure the lead is fully informed and managing the program in accordance with

the intentions of the model and CDLI.

• Conduct periodic visits to the nominated program and participate in any YMCA of the USA site visits, as requested

• Review and approve evaluation data and program reports prior to submission to YMCA of the USA

• Support solutions to challenges and lead improvement strategies

4. The local Y shall notify the designated YMCA of the USA Technical Advisor of any of the following:

• Vacancy in the site director, site manager, site director supervisor or Association program lead positions

• Any audit finding, including but not limited to government-funded programs and general a-133 (and notification

of any media involvement associated with the findings)

• Criminal investigations associated with the YMCA or any key YMCA partners, including but not limited to school

partner(s) (and notification of any media involvement associated with this event)

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• If a child welfare or child care license becomes probationary or terminated (and notification of any media

involvement associated with this event)

• Death or serious accident of a staff member or child associated with the YMCA program, a YMCA staff member,

any YMCA partner facility/property, a YMCA facility/property or in any other way involved with the YMCA (and

notification of any media involvement associated with this event)

• Any changes in key local YMCA leadership positions (CEO, COO, etc.) or changes in key partnership leadership

positions that may impact the fidelity or quality of the program, including but not limited to school principal or

senior district leadership positions

5. The Local Y shall create a program-level CDLI implementation team, consisting of a Y Association staff member (e.g., VP

of Youth Development), a local Y C-Suite Executive (e.g., Program Director), a program practitioner (e.g., camp

counselor), a member of the staff training team (if available), and a member of the evaluation team (if available). A

member of the team will be required to fill out additional data collection materials (such as an implementation

capacity) prior to the disbursement of funds in order to be eligible to participate in the CDLI.

Funding and Use of Funds

1. During the Translate phase, the local Y recognizes that a single disbursement shall be made from YMCA of the USA.

Failure to submit thorough and timely reporting may require local Y repayment of grant funds issued to-

date and an inability to participate in future funding to include the termination of program.

2. Funding allocations are both approximate and subject to change contingent upon availability of funding.

3. The local Y shall expend all grant funds by October 31, 2017.

4. The local Y shall comply with the requirements stated in all of the Agreements in connection with this grant and will not

redirect funds or sub-contract with any organization that requires the payment of indirect costs on these funds. In

addition, these funds are not intended to fund the indirect costs of local Y.

5. Funds shall not be used as “grants” or “loans” to other organizations.

6. The local Y shall submit a preliminary budget, due May 5, 2017, and two financial reports: 1) July 31, 2017, 2)

September 29, 2017. The budget will provide details on how they intend to spend the funds for 1) program

enhancements and/or 2) facilities improvements. In the case of unanticipated cost changes, the local YMCA will

immediately contact the Senior Director, Character Development Learning Institute at the YMCA of the USA, draft and

submit a letter of explanation and a request for a revised budget for re-approval.

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7. The local Y agrees to and understands that this sub-grant is meant to provide funding for physical plant upgrades and

program enhancements related to the nominated program’s character development initiative. Grant funds cannot be

used for any purpose other than what has been expressed in the CDLI.

8. The local Y shall allocate grant funding in a manner consistent with the terms of this pledge document and the required

scope of the CDLI work for this project. YMCA of the USA, and its contracted staff or designee, may visit, monitor,

and/or conduct an audit of the local Y’s records at any time. The local Y understands and agrees that YMCA of the USA

has no obligation to provide funds other than those granted pursuant to the Application. If YMCA of the USA does not

receive funds or such funds are cancelled, in whole or in part, YMCA of the USA may in turn cancel this agreement in

whole or in part.

Training

1. The local Y program leader(s), anticipated and confirmed program staff (new and returning) and relevant school

leader(s) and staff (as appropriate) shall have completed any required YMCA of the USA orientation webinars and web-

based training and staff development sessions. Attendance at in-person YMCA of the USA CDLI training(s) is required

for all participating program sites. All associated travel costs for new program sites staff to attend the in-person training

sessions, conferences, or convenings are covered by YMCA of the USA.

Participation and Reporting

1. The local Y shall accurately complete required YMCA of the USA financial and narrative reports pertaining to the CDLI,

including the drafting and submission of budgets to YMCA of the USA, along with work plans according to deadlines set

by YMCA of the USA

2. The local Y shall participate in performance monitoring activities with YMCA of the USA staff and any third-party vendors

contracted by YMCA of the USA. This includes but may not be limited to on-site and online data collection (e.g., in-

person interviews and observations or digital assessments and questionnaires), budget reporting and other reporting

requirements with deadlines from YMCA of the USA and YMCA of the USA’s funder(s).

3. The local Y shall comply with and participate in all impact measurement strategies provided by YMCA of the USA and

contracted third-party evaluators and submit data using measurement tools/systems provided by the deadlines

established each program year. The local Y recognizes that all data submitted to YMCA of the USA may be used for

program evaluation purposes and/or shared in aggregate with YMCA of the USA’s partners.

4. The local Y shall comply with the following requirements specific to the program indicated in this section. The local Y

shall:

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a. Draft and maintain a program implementation plan and provide a copy to the designated YMCA of the USA

Technical Advisor prior to the program launch with the first draft submitted by May 19, 2017.

b. Share program documents as requested by YMCA of the USA and contracted third-party evaluators that may

include, but are not limited to: schedules, nominated program materials, or other documentation utilized;

submitted documents may be used by YMCA of the USA for regional and national training purposes

c. Track attendance and maintain required consents for program participation and data reporting and submit data to

the YMCA of the USA and contracted third-party evaluators, according to the established timeline.

5. The local Y recognizes that all data submitted to YMCA of the USA and contracted third-party evaluators may be used for

program evaluation purposes and/or shared in aggregate with YMCA of the USA’s funding partners.

Resources and Technical Assistance

1. YMCA of the USA may provide the following to the local Y as a result of the Y’s participation in the CDLI:

a. Designated Technical Advisor to provide support and coaching to the local Y program

b. One or more program implementation and quality/technical support on site visits during the Translate phase.

c. Full access to eLearning courses, general resources and tools on the on-line community, including recorded

webinars and program documents

d. Full access to impact/measurement strategies, data collection and evaluation tools including, but not limited to

the YMCA of the USA Program Data Management System (Y-PDM)

e. Invitation to participate in support calls with YMCA of the USA Technical Advisors, Research and Evaluation staff

and Program Managers

f. Invitation to YMCA of the USA in-person trainings as needed/desired with the returning local Y covering

associated travel expenses for local Y staff to attend

g. Access to individual site and national evaluation data and reports

h. Invitation to participate in program harvest feedback sessions and focus groups as scheduled by YMCA of the USA

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Media and Communications

1. The local Y agrees that any communications, print materials, reports, etc. will be submitted directly to YMCA of the USA

and approved by YMCA of the USA prior to local distribution.

2. The local Y shall:

a. Provide press clippings, photos, and feedback and success stories of the program to the designated YMCA of the

USA Technical Advisor

b. Participate in YMCA of the USA site visits, along with visits and inquiries from research and program partners