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HomeMy WebLinkAboutAgenda_SPCS_03.02.2017Notice of Meeting for the Strategic Partnerships for Community Serv ices Adv isory Board of the City of Georgetown March 2, 2017 at 3:50 PM at City Hall Main Floor Conference Room located at 113 E. 8th Street, Georgetown, Texas 78626 The City o f G eo rgeto wn is committed to comp lianc e with the Americans with Dis abilities Ac t (ADA). If yo u req uire as s is tanc e in participating at a p ublic meeting d ue to a disability, as d efined und er the ADA, reas onab le as s is tance, ad ap tatio ns , or acc o mmo d ations will b e provid ed up o n req uest. P leas e c o ntact the City Sec retary's Office, at leas t three (3) days prior to the sc hed uled meeting d ate, at (512) 930-3652 o r City Hall at 113 Eas t 8th Street fo r add itional info rmation; TTY us ers ro ute through Relay Texas at 711. Legislativ e Regular Agenda A Call to Ord er--Suzy Pukys , SP CS Advis ory Board Chair B Ro ll Call --Suzy Pukys , SP CS Advis o ry Board Chair C Welc o me and Intro d uc tion of New Board Members – S uzy P ukys, SPCS Advis o ry Bo ard Chair D No minations and elec tion of Vice-Chair and S ecretary o f the SPCS Advis ory Board. – Suzy Pukys , SPCS Advis o ry Bo ard Chair E Review and d is cus s io n regarding the By-Laws fo r the Strategic Partners hips fo r Co mmunity Servic es and the City C o unc il Attendance Polic y fo r Bo ard Members--S uzy Pukys, SP CS Advis o ry Bo ard Chair and Shirley Rinn, Board Liaison F Co nsideration and possible actio n to approve the Minutes fro m the January 19, 2017 S PCS Ad visory Board Meeting—S uzy P ukys, Advis o ry Board Chair G Overview and review of the grant c yc le timeline and review o f the Polic y, Guid elines, Applic ation, and Evaluation and Rec o mmendatio n Proc es s fo r the FY 2017-18 Strategic Partners hip s for Community Servic es G rant C yc le--Suzy Pukys , SPC S Bo ard Chair and Shirley J. Rinn, Board Liaison H Overview and d is cus s io n o f future review of FY 2015-16 Annual Rep orts and proc es s regard ing the future reporting fo rmat fo r the Annual Reports —S uzy P ukys, Advis o ry Bo ard Chair and S hirley Rinn, Bo ard Liais o n I Review and d is cus s io n regarding City Leas e Agreements to loc al no n-p ro fits —Suzy Puky, Advis o ry Board Chair and Shirley J. Rinn, Bo ard Liais on J Co nsideration and possible actio n to s et dates and times for 2017-18 Partners hip s for Community Servic es Ad vis ory Board Meetings--Suzy Pukys Board Chair K Ad jo urn CERTIFICATE OF POSTING I, Shelley No wling, C ity S ecretary fo r the C ity of Geo rgeto wn, Texas , d o hereby c ertify that this Notice of Meeting was p o s ted at City Hall, 113 E. 8th Street, a p lace read ily acc es s ible to the general p ublic at all times , on the ______ d ay o f __________________, 2017, at __________, and remained so p o s ted fo r at leas t 72 c o ntinuo us ho urs p receding the sc heduled time o f s aid meeting. Page 1 of 33 ____________________________________ S helley No wling, City Sec retary Page 2 of 33 City of Georgetown, Texas Strategic Partnerships for Community Services March 2, 2017 SUBJECT: Welcome and Introductio n o f New Bo ard Memb ers – Suzy Pukys , SPCS Ad vis ory Board Chair ITEM SUMMARY: FINANCIAL IMPACT: N/A SUBMITTED BY: Shirley Rinn for Suzy Pukys , Bo ard Chair Page 3 of 33 City of Georgetown, Texas Strategic Partnerships for Community Services March 2, 2017 SUBJECT: Nominations and electio n o f Vic e-Chair and Sec retary of the S PCS Ad viso ry Bo ard . – S uzy P ukys, SPCS Advis o ry Board Chair ITEM SUMMARY: Per the Bylaws of the S trategic P artners hips for Community Services Ad vis o ry Bo ard (S PCS): “S ectio n 3.1 – Officers . The Board Officers are Chairman, Vic e-Chairman and S ecretary. T he Chairman is ap p o inted by the C ity Co uncil d uring the annual ap p o intment proc es s . The other Bo ard Offic ers are elected by a majority vote of the Members at the firs t meeting after the annual ap p o intment proc es s .” The Chair of the Bo ard , Suzy Pukys , will take the no minatio ns fro m the floor, fo r pos itio n o f Vic e-Chair and Sec retary. FINANCIAL IMPACT: N/A SUBMITTED BY: Shirley Rinn for Suzy Pukys , Bo ard Chair Page 4 of 33 City of Georgetown, Texas Strategic Partnerships for Community Services March 2, 2017 SUBJECT: Review and dis c us s ion regard ing the By-Laws for the S trategic P artners hip s for Community Services and the City Co unc il Attend anc e P o licy for Bo ard Memb ers --Suzy Pukys , SPC S Ad vis ory Board Chair and Shirley Rinn, Bo ard Liais o n ITEM SUMMARY: The Bo ard Bylaws and City Co uncil Attendanc e P o licy for Bo ard Members is reviewed annually. The mo s t recent s et of Bylaws for the Strategic Partnership s for Community S ervic es Advis o ry Bo ard was ap p ro ved b y the City Counc il on Oc tober 11, 2016. Tho s e By-Laws are attac hed fo r reference. Sec tion 4.9 Attend anc e of the Bylaws o f the S trategic P artners hips fo r Community Services Ad visory Bo ard states: "Section 4.9. Attendance. Members are req uired to attend Bo ard meetings p rep ared to disc us s the is s ues o n the agenda. A Member s hall notify the Chairman and the S taff Liaison if the Memb er is unab le to attend a meeting. Exc es s ive ab s enteeis m will be s ubjec t to ac tion und er Counc il p o licy and may res ult in the Member being rep laced on the Board . See Ord inance Sec tion 2.36.010D. Exc es s ive ab s enteeis m means failure to attend at least 75% of regularly sc heduled meetings , inc luding Bo ard meetings and Sub committee meetings . If a Member is removed from the Bo ard that positio n shall b e c o nsidered vacant and a new Memb er shall be appointed to the Board in acc ordanc e with Sec tion 2.5 above." Chap ter 2.36 CITY COMMIS SIONS, COMMITTEES , AND BOARDS , Sec tion 2.36.010(D) – Duties of Memb ers of the City o f Georgetown Code of Ord inances, also ad d res s es the C ity Co uncil’s p o licy on attendance for Bo ard Members: SEC 2.36.010 DUTIES OF COMMISSION, COMMITTEE & BOARD MEMBERS “D. Attendance b y Memb ers is integral to s ucc es s of the c o mmis s ion, c ommittee o r b o ard. It is Counc il polic y to req uire a minimum of 75 perc ent attendanc e o f eac h Memb er at eac h regularly s ched uled meeting inc lud ing sub committee meetings . A Memb er shall be allo wed two exc used ab s enc es for the Memb er's personal medic al c are, required medic al care of a Member's immed iate family member (as defined by City O rd inance), or Member's military S ervic e that shall not c o unt agains t the 75 p ercent attend anc e req uirement. Written no tic e shall be s ent to a Member and the Memb er's C ity Co uncil rep res entative when it ap p ears the Member may violate the attendanc e polic y b y b eing ab s ent fro m more than 25 perc ent o f regularly sc heduled meetings , inc lud ing sub committee meetings . Excessive absenteeism may res ult in the Member b eing rep lac ed b y the Co uncil. If a Member is removed from a c ommittee, c o mmis s io n o r board, that p o s ition shall be cons idered vac ant and a new Memb er s hall be ap p o inted to the Board in acc o rd anc e with Sec tio n 2.36.040” The City Sec retary and the Mayo r review attend anc e and determine if warning or remo val letters need to b e Page 5 of 33 s ent to a Member that is in danger o f or has vio lated the 75% Council mandated attendance policy. Absences are exc us ed fo r medic al reasons o r military reas o ns. City Co uncil and S taff Liaisons are notified if any letters are s ent to a Member. Absences for any S p ecial Meetings that are s c hed uled d o no t count to ward the 75% Attend anc e Po licy. The C ity of Georgetown values the vo lunteers that serve o n its C o mmis s io ns, Committees o r Bo ard s and is fo rtunate to have a multitude of c itizens who apply to b e a p art o f the p ublic proc es s b y s erving on them. Ac c o rd ingly, it is very important that the members who are ap p o inted to b e o n a City of Geo rgeto wn Co mmis s io n, Co mmittee or Bo ard und ers tand the imp o rtance o f their attend anc e and their p artic ip ation at the regularly sc heduled meetings o f these Commission, Committee or Bo ard meetings . FINANCIAL IMPACT: N/A SUBMITTED BY: Shirley Rinn for Suzy Pukys , Bo ard Chair ATTACHMENTS: Description Type SPCS Advis ory Board Bylaws Backup Material Page 6 of 33 Page 7 of 33 Page 8 of 33 Page 9 of 33 Page 10 of 33 Page 11 of 33 Page 12 of 33 City of Georgetown, Texas Strategic Partnerships for Community Services March 2, 2017 SUBJECT: Cons id eration and p o s s ib le ac tion to approve the Minutes from the January 19, 2017 SP CS Advis o ry Bo ard Meeting—Suzy Pukys , Ad visory Board C hair ITEM SUMMARY: ATTACHMENTS: 1. Draft Minutes for the January 19, 2017 SP CS Advis o ry Bo ard Meeting. FINANCIAL IMPACT: None SUBMITTED BY: Shirley J. Rinn fo r S uzy P ukys, S PCS Ad vis o ry Bo ard Chair ATTACHMENTS: Description Type DRAFT Minutes January 19, 2017 Backup Material Page 13 of 33 SPCS Advisory Board Minutes January 19, 2017 Page 1 of 3 Minutes of the Meeting of the Strategic Partnerships for Community Services Advisory Boa rd City of Georgetown, Texas January 19, 2017 The Strategic Partnerships for Community Services Advisory Board of the City of Georgetown, Texas, met on Wednesday, Thursday, January 19, at 3:30 p.m. Members Present: Suzy Pukys, Larry Gambone, Barbara Rauch, Alexia Griffin, and George Porter Members Absent: None Staff Present: Shirley J. Rinn, Executive Assistant to the City Manager MINUTES Legislative Regular Agenda A. Call to Order--Suzy Pukys, SPCS Advisory Board Chair The Meeting was called to Order at 3:40 p.m. B. Roll Call --Suzy Pukys, SPCS Advisory Board Chair All Members were present. Councilmember John Hesser was also present. C. Consideration and possible action to approve the Minutes from the July 6, 2016 SPCS Advisory Board Meeting—George Porter, Secretary Motion by Porter, second by Griffin to approve the Minutes from the June 1, 2016 SPCS Advisory Board Meeting, as amended. (Approved 5-0) A. Consideration and possible action to adopt the Second Amended Bylaws for the Strategic Partnerships for Community Services Advisory Board approved by the City Council on October 11, 2016—Suzy Pukys, Board Chair Motion by Porter, second by Gambone to adopt the Second Amended Bylaws for the Strategic Partnerships for Community Services Advisory Board approved by the City Council on October 11, 2016. (Approved 5-0) B. Discussion and possible action regarding a review and evaluation of all of the relationships that the City has with local nonprofits to clearly identify which agencies are benefiting from the City of Georgetown’s monetary and/or in-kind resources—John Hesser, Councilmember, District 3 John Hesser provided an overview of how the Strategic Partnerships for Community Services Advisory Board was established and wanted to circle back around with the Board to see how the process is Page 14 of 33 SPCS Advisory Board Minutes January 19, 2017 Page 2 of 3 working since we have utilized the Advisory Board for two full grant cycles. He wanted to know if the process and methodology was working and if not whether there were any recommendations to improve the process. He also wanted to get the Board’s insight as to whether we were accomplishing what we set out to do. There was a discussion regarding the board’s potential role with regard to vetting in-kind grants for free rent, land leases and/or utilities and also the need for transparency for the public to be able to disclose the full impact of the types of grants the City awards, whether they were monetary or in-kind subsidies of utilities, rent, or land, and which agencies receive those monetary or in-kind subsidies or both. The Board inquired whether it could receive a comprehensive overview of this type information. Rinn provided an overview of why the Board referred Williamson Burnet County Opportunities’ (WBCO) Grant Request for utilities and rental of the Madella Hilliard facility back to the City Council for approval for its FY 2016-17 grant request. There was discussion about the benefit of having a comprehensive overview of all of this type of information so that the Board could make more informed decisions. They told Hesser that if Rinn had not been able to fill them in on WBCO’s receiving the in-kind benefits they would have probably provided them additional grant monies a couple of years ago and that it would be helpful to have this information in advance of the review of the grant applications so that this type of situation doesn’t occur. Rinn and Hesser told the Board know the City recently compiled a listing of all of the properties that were being leased by non-profit organizations. The Board indicated that they would like to see a copy of the comprehensive list. Rinn told the Board that it included some property valuations and estimated rental values for each of the facilities and that this information had been presented to the City Council in Executive Session and that she would need to get permission to provide that information to the Board. However, she would be able to provide a comprehensive list of all of the Lease Agreements and the terms of those agreements to the Board. There was some discussion whether or not the oversight of the lease agreements and property should reside with this Advisory Board or another so that each of them could be properly vetted prior to approval. There was discussion that if that occurred it would mean changing the City Council’s Charge for this Advisory Board. There was additional discussion regarding the need to include in future lease agreements of this nature provisions for maintenance responsibility of the city owned facilities so that they don’t deteriorate and to ensure that the properties are sustaining themselves. Hesser also told the Board that one of the things that the Council wanted to look at was how to approach the renewals of each of these leases as they come due in the long term to ensure that the city’s facilities continued to be maintained over time. As an example, Hesser described the situation with the Grace Church Lease Agreement. Rinn told the Advisory Board that we had City staff that were monitoring the Grace Church Lease Agreement. The Board discussed the potential need to sit down and review all of this information and come up with some guiding principles with regard to how to award grants to organizations that also receive in-kind subsidies. The Board discussed the additional need to review the lease agreements each year to vet whether there were any issues with each of them that needed to be addressed. Rinn told the Board that she could provide them with a list of the Lease Agreements the City has with various organizations in the community. It was clarified that the in-kind subsidies were not included in the $400,049 that is currently allocated for Strategic Partnerships for Community Services grants. Page 15 of 33 SPCS Advisory Board Minutes January 19, 2017 Page 3 of 3 The Board discussed the current process of recommending and allocating the Strategic Partnerships for Community Services Grants, and all agreed that the process is working well. Hesser told the Board that the Council is pleased with the current processes and how the Board has vetted the applications. C. Discussion and possible action regarding the FY 2015-16 Annual Reports and the future reporting format for the Annual Reports—Suzy Pukys, Advisory Board Chair Rinn provided an overview of the Annual Reports that were received for from the Agencies that received grants for FY 2015-16. Discussion regarding the need to find a way to standardize the Annual Reports in the future. The Board discussed adding an exhibit to the Performance Agreements to provide an example of a standardized reporting format for the Annual Reports. Additional discussion regarding the actual need for all of the auditing information and whether having a shorter report that specifically shows how they used the funding they received. Further discussion about how to get more valuable reporting from the agencies that specifically addresses how they used the funding they received. D. Adjourn Meeting was adjourned at 5:20 p.m. Attest: George Porter, Board Secretary Suzy Pukys, Board Chair Page 16 of 33 City of Georgetown, Texas Strategic Partnerships for Community Services March 2, 2017 SUBJECT: Overview and review o f the grant cycle timeline and review of the Po licy, G uidelines , Ap p licatio n, and Evaluatio n and R ec ommend ation P ro cess for the F Y 2017-18 Strategic Partners hips fo r Co mmunity Services Grant Cyc le--S uzy P ukys, SPCS Board Chair and S hirley J. Rinn, Bo ard Liais o n ITEM SUMMARY: Shirley J. Rinn will p ro vide an o verview o f the S trategic P artners hips fo r Community Services Grant Proc es s and will review the timeline and all related materials related to the grant applic ation proc es s . FINANCIAL IMPACT: N/A SUBMITTED BY: Shirley Rinn for Suzy Pukys , Bo ard Chair ATTACHMENTS: Description Type Timeline Backup Material Common Grant Application Backup Material COG Program Addendum Backup Material Program Budget Backup Material Policy and Guidelines Backup Material Page 17 of 33 STRATEGIC PARTNERSHIPS FOR COMMUNITY SERVICES FUNDING PROPOSED TIMELINE FY 2017-18 Dates Task February 22, 2017 Board Appointments March 2, 2017 First Meeting for the Board to elect officers, set meeting schedule, review bylaws, policy and guidelines, grant cycle timeline, application and scoring materials for Grant process. March 15, 2017 Grant Applications mailed to current recipients and others who have requested information during course of the year. March 15, 2017 Grant Application Materials placed on the City of Georgetown Website May 1, 2017 Deadline for Return of Applications May 3, 2017 Board Meeting to review grant applications for completeness. May 17, 2017 Completed Applications and Evaluation Rubric to Boardmembers. June 15-July15, 2017 Schedule SPCS Advisory Board Meeting(s) as necessary in order for the Board to review and discuss grant applications, and make grant allocation recommendations to be presented to the City Council. July 26, 2017 Recommendations from the SPCS Advisory Board to be presented to the City Council for approval. July 15-August 14, 2017 Review of format for Annual Reports to be included as an addendum to the Funding Agreements and discussion regarding the required elements of the Annual Reports and ramifications of incomplete or late reports. September 12, 2017 or September 26, 2017 Approval of Funding Agreements by the City Council (After 2nd Reading of Budget Ordinance) October 1, 2017 New Budget Year November 2017 SPCS Advisory Board Meeting to review Annual Reports Page 18 of 33 2017 COMMON PROGRAM GRANT APPLICATION Williamson County Funders COVER PAGE Instructions: Complete and submit this application along with attachments listed below. Refer to individual funder’s grants processes to determine the deadline to submit this complete application, and to determine whether certain financial documents are required. CHECKLIST OF ATTACHMENTS Budget Information. Include: Program/Project Budget (Excel template provided); Actual Program/Project Budget for last fiscal year (if applicable); Proposed Organizational Budget for current fiscal year; Organization budget for last fiscal year. Key Staff list. Include titles, short bio, and length of time employed. Please speak specifically to the staff member(s) who will be directing the program and explain why her/his oversight positions the program for success. Board list. Specify the percentage of Board members that make a financial contribution to your organization. Under each individual Board member’s name, include: o place of business; o home address; o years with the organization. Citations and additional information (if applicable). This attachment may be used to cite any statistics/research, to define key terms and/or acronyms, and may include critical detail about your organization or program(s) not already in the grant (no marketing material, please). If this proposal will fund collaborative work with Georgetown Independent School District staff and/or students, attach the District’s Letter of Approval of the PIE Partnership Proposal. 501(c)(3) IRS determination letter. Previous fiscal year financials in PDF format. Include: balance sheet; income statement; year-to-date financials (balance sheet and income statement); Audited financials and Form 990. Refer to specific funder’s requirements. Page 19 of 33 Key Terms Defined Please refer to these terms as you respond to requests for information in the Organization Information, Organization Background, Program Request Information, and Evaluation sections of this application. MISSION A statement of the overall purpose of an organization – what you will do every day to make your vision a reality VISION A picture of the “preferred future;” a statement that describes how the community’s future will look if the organization achieves its ultimate aims. VALUES or GUIDING PRINCIPLES General guidelines which set the foundation for how an organization will operate and run mission-related activities. GOALS Broad, long-term aims that define accomplishment of the mission (in a particular work area). STRATEGIC DIRECTION The main themes/focuses/areas that will lead the organization toward accomplishing its MISSION. STRATEGY A plan/activity required to achieve and OUTCOME. ACTION STEPS Specific steps to be taken to implement a strategy: who is involved, what is needed, when this will happen OUTCOME Specific, attainable, realistic result that shows the accomplishment of a strategy. From: “United Way Williamson County Strategic Planning terms defined” Organization Information Organization Name Legal Name (if different) Year Founded Mailing Address Phone Website Federal Tax ID # CEO or Executive Director (include title if other than “CEO” or “ED”) Phone Number & Email Address Organization Mission Organization Vision Total Request Amount # of Current Population Served by Organization (unduplicated individuals and geographic area(s) – cities, counties, etc.) # of Target Population Served through this Program Request (unduplicated individuals and geographic area(s) – cities, counties, etc.) Program Name Description of the Request (1000 character max. Include main objectives, rationale, methods to accomplish your objectives, and anticipated results.) Contact Information Name, Title Email, Phone Page 20 of 33 Organization Background The first five questions in this section were adopted from Charting Impact, developed by the Better Business Bureau Wise Giving Alliance, GuideStar USA, and Independent Sector. We chose to use these five questions because they have been thoroughly tested and encourage strategic thinking. Remember to answer all questions in this section at the organization level, NOT the project/program level. Be sure to cite all statistics and research in a separate attachment. Note: Character maximums include spaces. 2,000 characters with spaces is approximately equivalent to 325 words. 1. What is your organization striving to accomplish? Clearly and concisely state your organization's ultimate goal for intended impact. Identify the groups or communities you aim to assist, the needs your work is addressing, and your expected outcomes. Examine how your goals for the next three to five years (or an alternate timeframe specified in your answer) fit within your overall plan to contribute to lasting, meaningful change. When finished ask yourself, "If someone unfamiliar with our work were to read this, would they have a clear definition of what long-term success means for my organization?" (2,000 character max.) 2. What are your strategies for making this happen? Describe your organization's strategies for accomplishing the long-term goals you cited in your previous answer. Specify the broad approaches you employ and why your organization believes these methods will benefit your target population or advance your issue. State near-term activities that serve as important building blocks for future success, explaining how these elements strengthen your organization's strategic approach. (2,000 character max.) 3. What are your organization's capabilities for doing this? Detail the resources, capacities, and connections that support your progress toward long-term goals. While describing your organization's core assets, identify both internal resources (including, but not limited to, staff, budget, and expertise) and external strengths (including partnerships, collaborations, networks, and influence) that have contributed to, or will contribute in the future to, the accomplishment of these goals. (2,000 character max.) 4. How will your organization know if you are making progress? Explain how your organization assesses progress toward your intended impact. Identify milestones that signal progress and success. Describe your assessment and improvement process: the methods you use as you monitor key indicators and how your organization uses that information to refine your efforts. (2,000 character max.) 5. What have and haven't you accomplished so far? Demonstrate recent progress toward your long-term goals by describing how your near-term objectives are propelling your organization toward your ultimate intended impact. Go beyond the outputs of your work to make clear how these outcomes are contributing to fulfilling long-term goals. In describing both outcomes achieved and those not yet realized, include what your organization has learned about what does and doesn't work, what risks and obstacles exist, and what adjustments to goals, strategies, or objectives have been made along the way. (2,000 character max.) Page 21 of 33 Program Request Information Note: If you have already provided appropriate responses to any of the questions below in the previous Organization Background section, simply type, “Answered in #___ of the Organization Background section.” This section focuses on the program(s) for which you are requesting funding. 1. Describe the program for which you are requesting funding, and the cause/issue it seeks to address. Detail the strategies, resources, capacities, and connections that support your progress toward the program’s identified goals. Provide evidence to support the strategies you employ within the program that reinforce your organization’s long-term goals, and whether such strategies have been proven effective by research. (2,000 character max.) 2. Present data that substantiates the need for the services you wish to provide. Describe the need for services and the tools you use to identify need. If you have wait lists for your services, describe the reasons or conditions that necessitate the wait lists, and how you prioritize them. (2,000 character max.) 3. Provide program service costs in the table below and describe how you arrived at your service cost. If you quantify your service in units, please define what is meant by “unit.” Program Service Costs (Note: Table below will expand should you need to include additional comments/clarifications.) Individuals/Units of Service Total Program Costs Individual/Unit Costs 4. How will you make the program visible to those who would benefit from it? Specify whether the program is new or existing. If the program is new, how do you plan to promote it? If the program already exists, how are you currently promoting it? (1,000 character max.) 5. How do you coordinate, cooperate, or collaborate with other agencies to achieve your program goals? Specifically highlight those organizations with which you have formalized agreements, such as Letters of Commitment or Memoranda of Understanding. (2,000 character max.) Coordination. Harmonious functioning of parts for effective results. Helping each other but not changing the basic way of doing business. Cooperation. Common effort and association for the purpose of common benefit. Helping each other in specific ways. Collaboration. To work jointly with others on a common goal that is beyond what any one group can accomplish alone. (adapted from: Forest, C. Empowerment skills for family workers: A worker handbook. Cornell University, 2003.) 6. Briefly describe what sets you apart from other nonprofits in the area and why your organization is best situated to provide this service. (2,000 character max.) Page 22 of 33 Evaluation Define the primary goal or goals (up to 3) you hope to achieve through this funding for your program. The goal identified below should be attainable within a 12-month period, and must relate to goals/outcomes articulated in the Program Request section of this proposal. GOAL: What will this funding help you accomplish? Example: Increase financial literacy for 200 low-income adults in Williamson County. Inputs: Resources – human, financial, organizational, community – that a program or organization commits to an effort. Example: One part-time coordinator, 4 trained volunteers, classroom space, materials (see Program Budget for more detail). Activities: What activities will support or accomplish your goals? Example: Deliver financial literacy classes. Outputs: What do you expect these activities to produce? Outputs are often quantitative measures such as # of participants, # of sessions held, # of encounters, so be sure to include anticipated benchmarks that will gauge your progress. Example: Present 24 financial literacy classes (2 per month) serving 200 adults. Regular attendance and number of participants (at least 20 per session) serve as key benchmarks in determining the success of the program. Outcomes: Specific, attainable, realistic result that shows the accomplishment of the strategy. What benefits, impact, or changes in behavior, knowledge, skills, and/or attitudes for participants do you anticipate will result from completion of the activities? Example: 85% of the 200 participants in the financial literacy program will exhibit increased financial literacy knowledge and skills as determined by pre- and post-testing. Performance Measures: How will you know when you have accomplished your goal? How will you measure and quantify results? Example: % of participants’ improvement from pre-test to post-test, regular attendance, and number of attendees. GOAL: Inputs Activities Outputs (include quantitative projections, such as anticipated numbers served) Outcomes Performance Measures GOAL: Inputs Activities Outputs (include quantitative projections, such as anticipated numbers served) Outcomes Performance Measures Page 23 of 33 GOAL: Inputs Activities Outputs (include quantitative projections, such as anticipated numbers served) Outcomes Performance Measures What are your plans to ensure that the work described above is continued and supported beyond this grant cycle? (1,000 character max.) Page 24 of 33 Organizational Support SOURCES OF ORGANIZATIONAL SUPPORT (Previous Fiscal Year) The purpose of this section is to provide a top line overview of your funding. Sources Name(s) of Funder(s) Amount Foundation Grants Individual Contributions N/A – no need to disclose the names of individual donors. Corporate Foundations Government Grants Fundraising Efforts Program Service Revenue Investment Income Membership Income Other (specify) TOTAL REVENUE CURRENT FISCAL YEAR DATES: In your current fiscal year, what are your top 5 external sources of organizational support? Please list specific funding entities and award amounts, indicating whether the funds are pending or in-hand. If a top source is an individual donor, state “individual donor” with award amount. 1. 2. 3. 4. 5. What are your cash reserves? How many months could you operate at your continued budget level? Page 25 of 33 City of Georgetown STRATEGIC PARTNERSHIPS FOR COMMUNITY SERVICES FY 2017-2018 Program Addendum Responses to the prompts below will be reviewed to make an initial determination regarding an organization’s eligibility for City of Georgetown funding. Name of Organization: Amount Requested ($10,000-$50,000): Program Addendum 1. Describe how the proposed program aligns with one or more of the City’s priority areas (Public Safety, Transportation, Housing, Veteran’s Services, Parks & Recreation, Safety Net). 500 character max. 2. To what extent do you educate and empower your target population toward self-sufficiency? If this question does not apply to your request, insert “N/A”. 500 character max. 3. Does your organization currently receive any other monetary or in-kind assistance from the City of Georgetown, including, but not limited to, subsidies for utilities, rent, or other services. 500 character max. 4. Does this program provide opportunities for matching or incentive funds within your organization or from other grantees? 500 character max. 5. Provide the total numbers served and the total number of Georgetown citizens served. 500 character max. Page 26 of 33 Program Budget City of Georgetown Grant Application for 2017-18 This format is required. Please enter your information into the shaded cells for rows applicable to your program/project. Use the "Other" sections to provide data for other types of revenue or expense in your program or project budget. Show specifically how our grant is used. Include narrative at the bottom to explain your numbers & assumptions, as needed. Name of Organization: Budget Period From: To: Total Program or Detail for this Revenue/Support for this Program or Project Project Budget Grant Request Individual contributions -$ -$ Fundraisers & Special Events -$ -$ Program/Service Revenues -$ -$ Government, Foundation, Corporate Grants or Other (list below; describe in narrative/notes if more space is needed) -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ Total Revenue/Support (calculated for you or enter your own total)-$ -$ Expenses for this Program or Project Total Amount Grant Request Salaries, benefits and related taxes -$ -$ Consultants and professional fees -$ -$ Professional development including travel, lodging -$ -$ Equipment -$ -$ Supplies and supporting materials -$ -$ Printing, copying, phone, internet, fax, postage -$ -$ Mortgage or Rent, and Utilities -$ -$ Fundraising Expenses -$ -$ Other (list below and describe in narrative/notes if more space is needed) -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ Total Expense (calculated for you or enter your own total)-$ -$ Difference (Revenue/Support less Expense)-$ -$ Narrative/Notes: Please use as many lines as needed for further explanation of budget items above. 1 2 3 4 Page 1 of 2 Page 27 of 33 Program Budget Seeds of Strength Grant Application for 2016 This format is required. Please enter your information into the shaded cells for rows applicable to your program/project. Use the "Other" sections to provide data for other types of revenue or expense in your program or project budget. Show specifically how our grant is used. Include narrative at the bottom to explain your numbers & assumptions, as needed. Name of Organization: Budget Period From:6/1/2016 To:5/31/2017 Total Program or Detail for this Revenue/Support for this Program or Project Project Budget Grant Request Individual contributions -$ -$ Fundraisers & Special Events 1,000.00$ -$ Program/Service Revenues 10,000.00$ -$ Government, Foundation, Corporate Grants or Other (list below; describe in narrative/notes if more space is needed) Foundation Grants 25,000.00$ 15,000.00$ City of Anytown 5,000.00$ -$ XYZ Corporation 8,000.00$ -$ Member Dues 1,000.00$ -$ -$ -$ -$ -$ -$ -$ Total Revenue/Support (calculated for you or enter your own total)50,000.00$ 15,000.00$ Expenses for this Program or Project Total Amount Grant Request Salaries, benefits and related taxes 19,000.00$ 5,000.00$ Consultants and professional fees -$ -$ Professional development including travel, lodging 500.00$ -$ Equipment -$ -$ Supplies and supporting materials 200.00$ -$ Printing, copying, phone, internet, fax, postage 200.00$ -$ Mortgage or Rent, and Utilities -$ -$ Fundraising Expenses -$ -$ Other (list below and describe in narrative/notes if more space is needed) General Liability Insurance 100.00$ -$ Scholarships 30,000.00$ 10,000.00$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ Total Expense (calculated for you or enter your own total)50,000.00$ 15,000.00$ Difference (Revenue/Support less Expense)-$ -$ Narrative/Notes: Please use as many lines as needed for further explanation of budget items above. 1 Applied for $10,000 grant from the X Foundation. Response due May 1. 2 Salaries for: Part-time coordinator $9,000; Part-time instructor $10,000 3 4 ABC Organization Page 2 of 2 Page 28 of 33 FY 2017-2018 Strategic Partnerships for Community Services Grant Funding Policies and Guidelines Page 2 of 2 STRATEGIC PARTNERSHIPS FOR COMMUNITY SERVICES GRANT FUNDING POLICIES AND GUIDELINES FY 2017-2018 I. CRITERIA FOR SUPPORT – CURRENT STANDARDS: A. Purpose Statement for City of Georgetown funding to the nonprofit sector The City of Georgetown values partnerships with organizations that are committed to addressing our community’s greatest public challenges. The purpose of City funding to the nonprofit sector is to cultivate and sustain partnerships with 501(c)3 organizations that strengthen the City’s key priorities in the following areas: • Public Safety; • Transportation; • Housing; • Parks & Recreation; • Veteran Services; and, • Safety Net. B. Key Priority Areas Defined Public Safety. • While the City is Georgetown’s Public Safety leader (Fire & Police), public safety also encompasses a broad scope of work that makes this community safe for all. Eligible organizations and programs may include those that contribute to safe neighborhoods such out of school time, youth empowerment, and neighborhood community centers. Transportation. • Eligible organizations include those that assist in meeting the transportation needs of Georgetown residents unable to access private transportation such as homebound seniors and youth under the age of 16 years. Housing. • Eligible organizations include those that offer emergency shelter, transitional or temporary housing, and affordable housing. Page 29 of 33 FY 2017-2018 Strategic Partnerships for Community Services Grant Funding Policies and Guidelines Page 2 of 2 Parks & Recreation. • Eligible organizations include those that provide affordable, accessible activities that enhance Georgetown residents’ health and well-being, including sports, fitness, and other recreational programs. Veteran’s Services • Support veteran programs and services within the community. Safety Net. • The City recognizes its responsibility to support efforts to address this community’s most pressing basic needs. Examples of basic needs include food insecurity, emergency financial assistance, mental/behavioral health care, substance abuse, domestic/family violence, and health care, including, but not limited to, dental and vision. Safety Net priorities will be based on ongoing analysis of unmet existing needs and emerging needs in this community, and may change over time. II. IMPLEMENTATION POLICIES: A. Appropriation of funds for Strategic Partnerships for Community Services does not encumber subsequent councils to continue appropriations for such funding, and does not imply that subsequent councils may provide such funding. Organizations receiving Strategic Partnerships for Community Services grants from the city are encouraged to identify additional and alternative sources of funding. B. When evaluating applications for Strategic Partnerships for Community Services grant funding, the Council shall consider the portion of funding each organization receives from the City, with the objective of encouraging reliance on funding sources other than the City. III. POLICY FOR ESTABLISHING FUNDING AMOUNTS A. Expenditure targets per the City of Georgetown’s Fiscal and Budgetary Policy approved by the City Council on December 13, 2016: The City has targeted funding for these programs to be $5.00 per capita, which may be adjusted to offset the effects of general inflation based upon CPI. If previous funding levels are higher than the targeted amount, and to avoid significant reductions in levels of funding, the City Council shall seek to attain this target chiefly through population growth. These funds will be allocated and paid according to the City Council’s grant funding policies and guidelines for Strategic Partnerships for Community Services that were approved by the City Council on April 14, 2015. The proposed funding level for 2017/18 is $400,049, which is the same as in the previous year. B. The Minimum Grant that may be applied for is $10,000. C. The Maximum Grant that may be applied for is $50,000. Page 30 of 33 City of Georgetown, Texas Strategic Partnerships for Community Services March 2, 2017 SUBJECT: Overview and dis c us s ion of future review of F Y 2015-16 Annual Reports and p ro ces s regarding the future rep o rting fo rmat for the Annual Rep o rts —Suzy Pukys , Ad visory Board Chair and Shirley Rinn, Board Liaison ITEM SUMMARY: A brief o verview will be p ro vided to the Advis ory Board regarding the review of the Annual Rep o rts that were s ubmitted from the agenc ies who received Strategic Partnership for C o mmunity S ervic es Grants from the City of Georgetown. This review will take p lac e at a future date to be determined b y the Advis o ry Bo ard . The Ad visory Bo ard will also fo rmat that will be req uired fo r all Annual Rep o rts , as well as the ramificatio ns for inc o mp lete and/o r late Annual Reports . FINANCIAL IMPACT: N/A SUBMITTED BY: Shirley J. Rinn fo r S uzy P ukys, S PCS Ad vis o ry Bo ard Chair Page 31 of 33 City of Georgetown, Texas Strategic Partnerships for Community Services March 2, 2017 SUBJECT: Review and dis c us s ion regard ing City Leas e Agreements to lo cal non-p ro fits —S uzy P uky, Ad visory Board Chair and Shirley J. R inn, Bo ard Liais o n ITEM SUMMARY: Shirley Rinn will provid e an overview of the Leas e Agreements the City of Georgetown has with lo cal non- p ro fits. FINANCIAL IMPACT: N/A SUBMITTED BY: Shirley J. Rinn fo r S uzy P ukys, S PCS Ad vis o ry Bo ard Chair Page 32 of 33 City of Georgetown, Texas Strategic Partnerships for Community Services March 2, 2017 SUBJECT: Cons id eration and p o s s ib le ac tion to set dates and times fo r 2017-18 Partners hips fo r Co mmunity Servic es Advis o ry Board Meetings--S uzy P ukys Bo ard Chair ITEM SUMMARY: Per the Bylaws of the S trategic P artners hips for Community Services Ad vis o ry Bo ard (S PCS): "Sec tion 4.1. Time and Date o f Regular Meeting. The Board s hall s ched ule all regular meetings in ac c ordance with the requirements o f the Bo ard 's respons ib ilities ." The SPCS Ad vis ory Board will meet at leas t onc e p er year and whenever nec es s ary to c arry o ut its res p o nsibilities and p urpose. The date, time and plac e of the Board meetings will be d ecided b y the Memb ers at the firs t meeting of the Board after the annual ap p o intment proc es s . After reviewing the grant cycle timeline the S PC S Ad visory Board will d etermine the necessary meetings to complete the F Y 2017-18 Grant Cyc le rec ommend ations to the City Counc il. FINANCIAL IMPACT: N/A SUBMITTED BY: Shirley Rinn for Suzy Pukys , Bo ard Chair Page 33 of 33