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0 INLAND EMPIRE UNITED WAY United
2011-2011 PROGRAM FUNDING AGREEMENT ay
Inland Empire United way
PURPOSE
The Inland Empire United Way (consisting of board of directors, volunteers, employees, contractors),
hereinafter referred to as "IEUW", and City of Redlands hereinafter referred to as '"Organization"enter into
this mutual Agreement, including Attachments A (Eligibility Standards) and P Guidelines to use united
Way name and logo) referred to herein, for the period commencing July 1, 2011 to .lune 30, 2012.
11- RESPONSIBILITIES
A: The Organization agrees to:°
1:, Program Responsibility
a. Operate programs and deliver services as set forth during the application process.
b. Submit proposed changes or reductions in program outcomes affected by United Way funds.
2 Fiscal Responsibility:
a., Use the funds only for the purposes described in the proposal; and not use the funds for any
purpose prohibited by law. Also repay any portion of the funding, which is not used for the
purposes described in the proposal.
b. To Maintain books, records and documents in accordance with generally accepted accounting
procedures and practice whichaccurately and appropriately reflect all expenditures of funds
listed in the Program Budget and the Organization Budget(submitted with the funding request).
c. To provide evidence of adequate financial accountability and accounting procedures
documented by submission of a certified audit for agency budgets of$500,000 or more; a CPA
review for agency budgets of $100,001 - 500,000; a CPA compilation for agency budgets of
199,000 or less and submission of a completed IFAS Form 9901, with a percentage of revenue
directed to managementlgenerallfund raising expenses (including requiredduespayments to
national organisations) of less than 25%. The required documents shall be submitted to IEUW
within. six( ) months of the closing of the agency's fiscal year.
d That all financial records and supporting, documentation shall be subject at all times to
inspection, review, or audit by IEUW personnel or its duly authorized argent.
e; To maintain and submit; in a timely fashion, documentation and progress reports related to
services provided under this agreement.
f. To retain all financial records, supporting documentation, statistical records, and any other
documents;pertinent to this Agreement for a period of three ( ) years after termination of this
Agreement. If an audit has been initiated and audit findings have not been resolved at the end
of three (3)years, all records shall be retained until`resolution of audit findings.
9; Agency shall not assign the responsibility of this Agreement to another party or.subcontract the
program(s)funder/ under this Agreement, without prior written approval of IEUW
. Provide service data, demographics, and other information as requested.
4,. Meet with IEUW staff to coordinate an in-house agency employee campaign for the IEUW
community impact fund; participate in community campaign activities by providing campaign
materials, speakers, tours and/or displays as requested.
5: Complete and submit Agency Profile, Program/Services Profile, and Sites Profile for the 2-1-1
database with, as a minimum, annual updates.
5. Complete and submit Agency Agreement and information about volunteer' opportunities (as
available)for the HandsCn Inland Empire website with,,as a Minimum, annual updates.
E. 1E UW agrees to`
1 Recognize and respect the autonomy of the Organization, through its governing board, to
determine its own policies and to manage its own programs:
2. Provide access to training, technical assistance and other opportunities for the purpose of the
accomplishment of outcomes as set forth in this Agreement.
Conduct periodic evaluations/monitoring of program operations.
I
C. Both Parties agree to:
1. Deep channels of communication open for discussion of matters of common concern.
. Communicate to each other significant changes, in a timely manner throughout the year, of any
circumstances or events that may reasonably be considered to jeopardize its capability to continue
to meet its obligations under the terms of this Agreement.
J. Promote effective service and efficient administration.
III.. PROGRAM OUTCOMES AND ACTIVITIES
For Program Grant Recipients its Daly.° The Organization agrees to perform and collect data from the
outcomes and activities described in the Organization's individual program applications, program logic
models, and evaluation plans„ and report results as requested by United Way, with a reasonable amount
of advance notice.
IV PROGRAM FUNDING
IEUW commits to provide a Program Grant for the following program:
Volunteer& Intern Resources Program $ 6,00
V. TERMSI ETHOD OF PAYMENT
Mini-Grants will be paid in full upon receipt of the Agreement. Unless otherwise agreed upon, IEUW will
issue monthly payments, effective July 1, 2011 through June 30, 2012, via electronic deposit for all Safety
Net and Program Grants,
1V1. TERMINATION OF AGREEMENT
A. If; at any time during the life of this Agreement, it becomes necessary to change the scope or
provisions of the Agreement,the time period of the Agreement, or the conditions of the relationship
between the Organization and the United Way, such changes, after being mutually negotiatedand
agreed upon by both parties, shall` be effective when incorporated in written amendments to this
Agreement.
B Either party may terminate this Agreement by giving written notice to the other party at any time,
with termination normally to take effect at the beginning of the subsequent United Way fiscal year.
C. Terminations to take effect at a time other than the beginning of a new United Way fiscal year must
be agreed upon by both parties, or must result from a significant violation of the terms of this
Agreement or United Way fundraising policies and eligibility standards.
D. The United Way may unilaterally terminate this Agreement and funding of the Organization's
program in the event of any of the following (upon written notice, to be delivered by certified mail,
return receipt requested, or in person with proof of delivery):
I; A clear breach of this Agreement, including all attachments;
. Determination that the program funded in whole or in part; no longer provides a service
appropriate for United Way support.
E. In case of termination as set forth herein, all funding shall terminate, and any funds disbursed and
not used for services rendered per the Agreement shall be refunded,by the Organization, to IEUW.
F. The above provisions shall not limit IEUW°s right to remedies at law or to damages.
VII'. SUSPENSION OF FUND
A,. IEUW shall solely determine;
1. Whether the Organization is performing its obligation satisfactorily as to the Agreement:
The terms and conditions of funding suspension and the terms and conditions in which the
Organization may qualify for full or partial restoration of funding.
. The decision whether to invoke suspension or termination of program funding.
13IEUW may suspend funding to a program, in whole or in part, in the event of
1. Insufficient availability of funds to IEUW
. The Organization's failure to provide timely outcome results or the agency substantially re-defining
the outcomes for this program without consulting with IEUW;
. The Organization mapping substantial changes to the program activities and/or ceasing to provide
the program without consulting with IEUW,
4, Events and/or activities attributable to the Organization or its personnel which result in
a. legative publicity to the Organization and/or IEUW, or
b Call into question the ability of the Organization to satisfactorily perform under the terms of
this Agreement, or
C. Unsatisfactory program performance by the Organization and of its responsibilities under
this Agreement, and/or
d 'Violation of the Program Funding Agreement.
Prior to suspension of agency funding by IEUW, the Organization shall be given an opportunity to explain
its position to the President& CEO of IEUW, or other person designated by the IEUW Board of Directors.
Vill. HOLD HARMLESS CLAUSE
To the extent provided by law, the Organization agrees to indemnify and hold harmless the IEUW from
liability on account of any injuries, damages, omissions, commissions, actions, causes of actions, claims,
suits, judgments and damages accruing, including court costs and attorney's fees, as a result of services
performed or not performed„ or any negligent act by the Organization or funding granted or not granted by
the IEUW or any action arising out of the operation of this funding Agreement.
lX. EVALUATION REQUIREMENTS
The Organization agrees to submit evaluation reports in such format and at such times as may be
prescribed by IEUW, reporting the program progress. The Organization agrees to cooperate in an on-site
monitoring if such is requested by IEUW. All financial and supporting documents should be available for
review at all times.
X. AGENCY ACKNOWLEDGMENT
Ey execution of this Agreement, Organization accepts the working relationship between IEUW and the
Organization providing the program, agrees to the conditions set forth in this Agreement. In addition, the
Organization acknowledges the lack of an appeals process and accepts the funding level set forth in this
Agreement.
INLAND EMPIRE UNITED WAY CITY of REDLANDS
17
Greg o� bard, PresidentdCEO Pete Agu ar, Mayor
r
,duly 5, 2011
bate Date
ATTEST:
Dan yrnes„ Mrd Chair Sam Tr,Ttn, 0it Clerk
r July s, 2011
Date Date
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Intand Empirei '
Standards Of Affitiation
Inland Empire united Way
For an agency to be eligible to receive program grant or contract funding with Inland Ernpire United Way,it must meet all the
criteria below. The agency must remain in compliance with the criteria at all times, All agency afhliations are subject to final
approval by inland Empire United shay Board of Directors.
ELIGIBILITY STANDARDS
for 5ot(c)(3)organizations and select overnment,!public entities'
i. Legal
a, Current IRS 5ot(()t3)status, registration with the stale of California as rola-profit public benefit
corporation,The applicant or funded agency shaft have its Own 501(d'(3),or have the authorized use o
another agency's 50t(c)(3)(*"see note).Government f public entities tan not need to obtain 501(c)(3) status
for the program.
b. Current artic les of incorporation and bylaws,
c, Evidence of compliance with taws,codes,and regulations(including any required licensing standards)
applicable to the particular type of business or organization,
d, Must review and be able and willing to sign the funding agreement and operate under the agreement.
Non-discrimination
Sward-adopted policy or policies for clients, staff,and votUnteers ernpha sizing niai ntaining diversity reflective
of corn munity seared:
3 Organizational/Management
a. Volunteer board of directors which functions in accordance with agency bylaws,and which maintains
accurate and complete rtdcords of its corporate functioning,
b. Adequate liability and 0"ner af)PkCabie in,c.srrarace coverage as require by iary
c., Board-adopted,writ's°n agency policies as necessary(inctalr ing per..,,;o fiei pEaliC les)to provide for legal,
51tre,and af7p:`€prime functConing o7 the agency,with consistent prtJcedL ,res for irnp6errjentatioal,review,
aced revision a,appropriate.
Ci. Evidc,nce ofa furictioning agencyplanning Process, to irlcfi a,'a rami r win of I�C?.'rd aPSS roved '� nc ''•"):3i
and objectives rlJt ontm year of E"il?vratfa..lri.s,
e Evidence C."4i regular con-miunication rMth agency constituency regardling regardingagency sews e s and operationS,
i, @ ani utar l7o,'jid, w left:3ridf Wfiikxr'&tei�'i adtiSi:6=4 i rl¢r;133'fitaoal 4 i?r i#� sa '§ a '
,y i;ont I . ity Clo..°! �,f„and a rentyof l4"'fkl
op rra;'PxJ.n,
l tsturyoil°""a°:o.:(
kl
raatand Empire United Way
. Fiscalmanagement
a Evidence of adequate tinanciat accountability and atccoundrig procedures to be documented by annual
submission of a certified audit for budgets$50o,000 or more a CRA review for agency budgets of
100,001 w$499,999,a CRA cornpitation for agency budgets of$ioo,000 or less. All agencies are also
required to submit a completed lRS Form 99c,whether or not they are required to send one to the IRS,
Agencies who fire Form 99oEZ`with the IRS may subrnit that forma as long as pages 1, z, and ,of the regular
IRS Form 990 are attached and page 6 is signed and dated.
b:- Appropriate.percentage of budget directed to program services; less than 25",G of revenue to be spent on
managernent/generat(including required dues payments to National organizations)and fundralsin
expenses,
c. Broad, stable. funding base and/or plans for maintainir g/developing adequate resources to cover
projected needs;.
Program
a. Mission;statement that indicates a primary focus on provision of health/human services
b, Program which is consistent with the agency's mission:
c. accurate progra ri/service records specific to this United Way's service area,and appropriate data
collection(to include demographic data on service recipients) and record-keeping procedures to ensure
adequate reporting and accountability while protecting rights of service recipients,
d, IEUW funding will only be available for programs provided to low-income households with income.levels of
Up to 250%of the Federal Poverty Level.
P. Evidence of appropriate programa evaluation procedures, iraclucling a systema to measure prograrn
outcomes,
f. Appropriate phvsicat facilities that comply=vith applicable health ;and safety nodes.
Non-profit rofit ate:?,"ci ;s vvitl} p6 mrar"y €l l :i 1: in VIS, `> *tj:i.,„ hc) l,.lw,_se t i :c3 r l)tPE r r r, r`t
shoft?rl, legfi5lative advocacy, rr Fgdon,and other slrnilaar nra Si"'ra w are not eUgible lt)C fiincrng from, tl'ats
United Way,
**doter Th J 4lara�k'atiC ra r n r "v of ar, rf inal, urrrrrat letter,sknied�b the Chair of the � .aru tl&!-e:tOrS Of tl't?aUll!Orizing
igk:�19(y wck.IdOng S h s left €rc,enf.s as` the d u.5;..al'd of director c)i r.x.agency)a'a.,Ihorizes lly a i rtrly)to tvie the not-I -pt;ofit Status
of our ugenc y, and is rc kki g flat r£'st:ei nsin,lity f()''ry,axa r'8:.v 5)prof afro, J 4,si El t'#;,z11 i#,and{l iaa ill r'd<'tgC°t*';'' C♦
Inland Empire i
United Way Name and Logo Usage Guldetines
Intand Empire United way
United Way of Ain erica(UWA)has authoiieed Inland Empire United May(IEUW)to issue guidelines for the usage of the United
Way trademark and the United Way logo, under the terms and conditions sot forth below:
i. This license is royalty free,non-exclusive and for a Service Area not to exceed the Service Area assigned to the
Agency licensing intand Lrr pke United Way,
The Agency'may use the Licensed Marks only in connection with its charitable fundraising and health
education or human service„and more particularly may be described in the affiliation agreernent._
3. The Agency may use the phrase"inland Empire United Way,A Community Partner"on the same terms and
conditions as the Licensed Marks.The Agency may not use the term"Member Agency"inassociation with
IEUVV and./or the use of the Licensed Marls.
The agency shall use its best efforts to comply with written policies,quality and graphics standards and
receive an approval of toga application/artwork from IEI-phl,
5. The Agency shall at all tunes use such notices of registration with the Licensed Marks as indicated in written`
policies, and steal(display the licensed raaarks runty in the format or formats as spechi#gid therein.
. Ail advertising, promotional matter and other printed or graphic,material whethea print media,television
or radio, of the Agency bearng the Licensed Marks shall comply vvith the guidelines and seek approval of logo
apptication/irtworkfrom IEUW,
7 Inland Ernp re.United Way(IEU )shall have the right to reasonably verify the Agency's compliance with the
terms of this license,
d� the license Hereby granted is personal to the Agency and shall not be assigned by the Agency,directly or
indirectly,without the written consent of either ULNA or Inland Empire United Way(IEU ),nor shall the Agency
have the right to grant any sublicense to use the Licensed Marks,
9. This tier nse will remain in effect for a terns not to exceed the duration of the Program Funding Agreern rit with:
Int aril Empire #stirnited Way,Upon to rridMalion of agreernent;the A,,ericy shall disc nti we immediately all usa#g-L
of theLacensela' Marks,
Intan' d Empire United Way
's.rvr"rNq¢.I ).,o „ski„r?F...Brrdi o,Los ra d%and rrverside Coundes
Corporate Office:9644 Hermosa Avenue,Rancho Cucarnonga,CA 9173;
P 909 980 295 . r 909 466 686 . www,leumorg
June 17, 2011
Angela Lopez
Human Resources Manager
City of Redlands
PO Box 3005
Redlands;CA 92373-1505
Dear Ms,. Lopez,
Congratulations] We are very pleased to inform you that you have been elected to receive funding as part of inland
Empire United Way's Community Impact Grant process for 2011-2012.
Fallowing a detailed review and analysis of each submitted application by a committed group of volunteers, the IEUW`
Board of Directors recently approved the Grant review Team's funding recommendations for the coming fiscal year.
Although we are excited to have increased our total amount awarded to Community Impact Partners this year, still only
38 of the 58 total applying,organizations will receive funding. The City of Redlands will receive a Program Grant in the
amount of$5,0041 for the Volunteer&Intern Resources.Program. The funding cycle is July 1, 2011 to June 30, 2012.
The 2011-2012 Program;Funding Agreement (including attachments A & B) is enclosed. Please review it earefull before
signing. please return a signed (original) copy of the agreement to Lorraine Ousley no later than July 1, 2011. The July
grant payment will be submitted to organizations in anticipation of receiving the signed program agreement by July 1.;
However,:if a signed copy is not received by the deadline, August and following payments will be held until the agreement
is submitted;
A few very important reminders:
• Some of the grant amounts are lower than the amount that was requested, If you have any concerns about
being able to provide the program as proposed or provide the rewired reporting, please contact Lorraine Ousley
at LCJus(er ieuw.orr
* A mandatory Community Impact Partners orientation meeting will be held Friday,July 29,2011 at 8:30 a.m.You
will also be receiving a meeting invitation via e-mail.
• Grants are paid via direct deposit. In order to ensure prompt payment of your grant,Suzan Attaway from our
Finance Dept.will be contacting you viae-mail regarding direct deposit information for your organization.
* A timid-year report will be required on or before January 13,2012. Final reports will be due by July 13,2012.
]Detailed information about required format,etc,will be provided in a separate communication.
On behalf of everyone at:United Way, thank you for your commitment to our community, We look forward to working
together in the upcoming year!
Sincerely,
x
Gre dbard Lorraine Ousley
Presi nt&CEO Director of Comrnttgrams
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