HomeMy WebLinkAbout7.1 Community Grant Funding
CITY CLERK
File # D~ru[Q]-[I][Q]
AGENDA STATEMENT
CITY COUNCIL MEETING DATE: September 18, 2007
SUBJECT:
Fiscal Year 2007-2008 City Council Community Grant Funding
Process Improvements
Report Prepared by Joni Pattillo, Assistant City Manager and
Roger Bradley, Administrative Analyst
ATTACHMENTS:
Fiscal Year 2007-2008 Community Group/Organization Application
Packet
RECOMMENDATION:.,..(7v1;\rVieceive the report, approve the desired program improvements, or
~ . provide Staff with other direction.
FINANCIAL STATEMENT: None
DESCRIPTION: At the January 17, 2006 City Council Meeting, the City Council
adopted a new protocol for awarding General Fund grant monies to community organizations. As part of
this new protocol, the Council elected to enact a formal application process, wherein, prospective
applicants would have to submit organizational and programmatic information to the City to be eligible
for funding consideration. In addition, Council wanted to ensure that it received feedback on the process
and wanted a follow-up meeting to be held after completing the cycle to ensure that the new process was
effective, efficient, and equitable for all involved.
As the City has recently completed the first cycle of applications for the new program, Staff has held a
follow-up meeting, in accordance with Council's direction, with the Fiscal Year 2007-2008 grant
recipients to receive feedback on the process. The meeting was held on August 30, 2007 with all groups
that were funded being invited to the meeting.
Out of all the groups that received funding, representatives from two organizations were in attendance at
the critique meeting: the Dublin Fine Arts Foundation and the Tri-Valley Business Council. Even though
attendance was minimal, the City was still able to receive good feedback on improvements to the funding
COPY TO:
Page 1 of2
ITEM NO. I). (
F:\Council\Agenda Staternents\2007-2008\as-CBO Followup.doc
application process. Staff has reviewed all recommendations and believes that all can be easily and
effectively implemented. The recommendations for improvement included:
. Instead of asking for an organization's non-profit ill number, which does not exist, ask for the
organization's federal tax ill number (see Attachment 1, Section 2, and Page 3).
. Clarify in the funding application that funds are to disbursed on a reimbursement basis, and ask the
organization to explain at what frequency reimbursements will be requested (to be placed in
Attachment 1, Section 2, and Page 4).
. If 100% disbursement is needed at the beginning of the fiscal year, include a section where this can
be requested and its need justified (to be placed in Attachment 1, Section 2, and Page 4).
. For the organizational introduction section, include a box that can be checked, which allows past
grantees to indicate that the organizational description they have on file is current and accurate,
thereby, minimizing the application workload (to be placed in Attachment 1, Section 2, Page 9).
. Request a copy of each organization's non-profit status to verify eligibility for grant funding (see
Attachment 1, Section 2, and Page 10).
. Develop a grant website and make application materials available there for easy access.
. Provide a question and answer section on the website to easily provide clarification on various
Issues.
. Condense the space available within the application to make the workload appear less qaunting.
. Allow for electronic submission of the grant application with only a signature page needing
submittal, reducing application costs and transmittal times.
These recommendations represent the bulk ofthe critique provided by meeting attendees. Staff would like
to include a caveat that it believes that a central point for application requests should be maintained to
ensure that new information, answers to questions, and application amendments can be sent to all parties
interested in applying. As far a grant-funding website is concerned, the City could develop this and have it
password protected to help maintain control of the process and application equity. Simply, Staff would be
able to maintain an accounting of all organizations interested in applying to the City Council Community
Grant Program, ensuring that all groups have the required materials, receive clarification to application
questions, and submit the application on time.
RECOMMENDATION: Receive the report, approve the desired program improvements, or
provide Staff with other direction.
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1~~Lf
CITY OF DUBLIN
Community Group/Organizational
Funding Request
Application Packet
Fiscal Year 2007-2008...4+ GAl I 7 ~
"1-fem rr '1,/, /8'D .
SECTION 1
Page 1 of8 ATTACHMENT 1
CITY OF DUBLIN
COMMUNITY GROUP/ORGAN TIONAL
FUNDING REQUE
ApPLICArIO~ PACKET
Fiscal Year
Section 1:
Information and Guidelines
For Applicants
SECTION 1
Page 2 of8
c? ~ ~Lj
2~24
City of Dublin
Fiscal Year 2007-2008
MUST READ INFORMATION
1. Projects/programs proposed must have a start-update not.e.arlier than July 1, 2007, and must
be completed by June 30, 2008.
2. Funds cannot be expended prior to July 1, 2007, or after June 30, 2008.
3. Please read tp.e instructions and applicatioIl9w~fully.
4. A separate application 'must be completed for each project/program requesting funds.
5. For each funding request, please submit:
./ Two (2) copies of a completed Application for Fu
attached Application Checklist to ensure all requ
./ The application form and all requested materials
suitable for copying.
e required (please review
ents are included).
on 8 ~"x 11" paper,
6. Return the completed applications to:
City of Dublin, City Manager's Office
1 00 Civic Plaza
Dublin, CA 94568
7. Applications are due:
No later than 5:00 p.m., Monday, January 29, 2007.
No postmarks/fax/emails will be accepted.
8. No exceptions will be made to the application deadline.
9. Failure to submit a complete application or to comply with any of these p edures will
remove an application from funding consideration.
10. Funds not expended by the end ofthe funding year will revert to the City.
11. The City of Dublin's Community Group funding is limited.
12. If selected for funding a "Funding Agreement" will be required.
13. Please contact Joni Pattillo, Assistant City Manager, at 925-833-6650 with questions regarding
the application process.
SECTION 1
Page 3 of8
City of Dublin
Fiscal Year 2007-2008
ApPLICANT GUIDELINES
a) Applicants must havenonpJ:;ofit st~tU$ and a 501 (c)3 Sta;te of California identification
number, and a current City~usiness License, if requ.r~d pursuanttQ DMC S4.04.
b) Applicants must be a~ommunity...based organization pro.tn~ting anqproviding services to
residents and/or busi sin the
c) Applicants who represent funding foundations or other funding agencies are only eligible
for projects/programs that provide a specified direct service to clients/participants.
Funds cannot be used as -through dollars for individual scholarships.
q) Applicants must qu
how many Dublinr
ber of organization clients, and clearly sp
inesses the proposed project/program will
e.
e) Applicants who propose a
collaboration(s) must subm.
organization along with the
Packet).
ram that identifies other 0 ation
te affidavit form co by each supporting
n (Affidavit Form inclu in ched Application
f) Applicant agenc
Rehabilitation Act
bars discrimination based 0
disability.
must comply with the Civil Rights Act of 1964
ded, and the Age Discrimination Act of 19
, color, national or ethnic origin, gender, age,
g) Applicant programs/services
accessible to the public.
h) Projects/programs involying or
funding.
religious beliefs or activities are
eligible for
i) Funds are available fotpr<i>jects/progt'ID11S that have astart...up dat~..not earlier than July 1,
2007, and will be ,completed by Jt$!e 3~, 2008.
j) Applicant organizations mustcomplet~ .~mandatorypresentation at the designated City
Council Public Hearing.
k) City funding cannot be used to supplant other contract funds or grant awards.
SECTION 1
Page 4 of8
City of Dublin
Fiscal Year 2007-2008
ApPLICATION TIMELINE
Application Packets available to the publi~:
Week of December 11, 2006
Pick-up packets at the City of Dublin Civic Center, City
Manager's Office, located at 100 c Plaza, Dublin, or
request packets to be mailed by ing (925) 833-6650.
Application Deadline
Monday, January 29, 2007
Completed applications must be received by 5 :00 p.m.
No postmarks/fax/emails.
Mandatory Presentation
Week of March 26, 2007
Mandatory
and
will
h applicant
Goal &
lic Hearing.
presentatir:m.
Council Approval
Week of June 18, 2007
After City Council
City Budget Heari
notification lette
after July 1,2007.
Applicants will be notified of
part ual
ded organiz s will receive a
mandatory financial reporting packet
Funds Available
July 1, 2007
Funds will be
after July 1, 2007.
Final Report
August 30, 2008
The Summary Report must be completed and submitted by
the deadline. Failure to submit a report will result in
ineligibility for future funding.
SECTION 1
Page 5 of8
City of Dublin
Fiscal Year 2007-2008
FUNDING GUIDELINES AND CATEGORIES
(Note: A separate, complete application must be submitted for each project/program.)
Funds may be requeste<ifor the following project qse(s):
· Capital Projects (semi or permanent physical facility amenity)
· Operational Expenses
Funding Priorities & Maximum Request
Funding requests are strongly encouraged for, but not limited to rojects/programs
consistent with the City of Dublin's Mission and Vision stat
Mission
The City of Dublin promotes and supports a high quality
environment, fosters new opportunities and provides re
community .
and secure
to our diverse
Vision
Dublin is a vibrant city committed to its citizens, natural
Dublin grows, it will balance history with progress, to
balanced and diverse community.
rces and As
In an enlightened, economically
Dublin, with its distinctive place in the region, highlight~cultllre,div;~rsity~d9ivic stewardship
to create a broad mosaic. This mosaic is enriched by tp.~ inte . of cultures, races and
economic diversity into villages and neighborhoods ..fOJ;ming a on network that welcomes
both residents and businesses alike; supporting the effort~and achievements of all.
The City of Dublin allocates up to $120.000 annually for this grant program.
Each applicant may request a maximum of up to $25.000 per project/program.
The City of Dublin's funding is limited.
SECTION 1
Page 60f8
'1 oj 02
City of Dublin
Fiscal Year 2007-2008
EVALUATION
Application Evaluation Pro s:
1. Application Review/Evaluation:
Staff will screen each application for completeness. Accepted applications will be
forwarded to the City Council r review.
Presentations will be con
Public Hearing:
Week of March 26, 2007;
and Objective
dget Study Session
2. Ma.t:;l:datory Presentation:
ts will be notified
Each applicant organization
City Council. The Council
preseIJ,tations.
its application in a Public Hearing before the
and consider all applicaf based upon the
Presentations will be five minutes ust review the following:
./ Success or impact past funding received
./ Past organizational nges
./ Need for this specific ding request
./ Number of Dublin residents to be served
./ Presentation should eliminate or minimize organizational history
3. City Council APproval:
The City Council will grant th~ fiIl!tll futl,ding approval in June during the City's Annual
Budget Hearing. Agencies whose.proj~ct~/programs are approved will be notified in
writing prior to July 1, 2007.
SECTION 1
Page 7 of8
IS '::f...? ,';
City of Dublin
Fiscal Year 2007-2008
GENERAL REVIEW CRITERIA
Application Che.ck List:
Completed applications are due by
5:00 p.m., Monday, January 29,2007.
No postmarks/fax/emails will be
Application will be reviewed for
eteness to include the following:
o Two copies of
. on form for each project/program submitted.
o Affidavit Form(s) completed
project/program (as required).
ollaborating agency identified for proposed
o Per Agency, only one (1 ) copy
following items needs to be attached:
o Governing Board member
current Board Officers.
o Most recent audit or tax
o Resolution, letter or oth
approves submittal of app
cument providing evidence that Governing Board
n and date of approval.
o Signed Application Verification.
o Organization's ce;rtificate o~insuranceshowing coverage forliability and
worker's compensation.
SECTION 1
Page 8 of8
CITY OF DUBLIN
COMMUNITY GROUP/ORGANIZATIONAL
FUNDING REQUEST
ApPLICA TION PACKET
Fis Year 2 2008
Section 2:
Application for
Community Group/Organizational Funding
SECTION 2
Page 1 of 16
CITY OF DUBLIN
Fiscal Year 2007-2008
COMMUNITY GROUP/ORGANIZATION
ApPLICATION FOR FUNDS
C
GE
AGENCY NAME:
PROPOSED PROJECT/PR
NAME:
FUNDING AMOUNT REQUESTED:
SECTION 2
Page 2 of 16
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I' 1:2
CITY OF DUBLIN
Fiscal Year 2007-2008
ApPLICA TIONFOR FUNDS
1. Please sele.ct one expense categQry: 0 Capital 0 Operating
2. Applica~t Information:
Organizatio1Jj Agency Name
Mailing Address
Street Address
City
Zip
Executive Director/Chairperson
Email
Board President (if applicable)
Email
Please list the Primary Project Contact Person who would. be able to answer questionsa.nout this a,pplication and
project/program during tb,e funding p~riod.
Contact Person for Project/Program
Title
Work Phone
Email
Fax
Nonprofit Identification No. (required)
City of Dublin Business License No. (required)
SECTION 2
Page 3 of 16
City of Dublin
Fiscal Year 2007-2008
Application for Funds
3. Proposed Project/Program Information (po not describe Organization.)
Amount of Funds Requested $
(Maximum $25,000 per project.)
Proposed Project/Program Name
Proposed ProjectlProgram Date(s):
and End
/ /
/
/
mo. day yr.
a.
How would the requested funds be
· Describe, in detail, the PROPOSED
· Bulleted text is acceptable.
· Identify if the proposed
existing one.
· An additional page
service, or extension of an
the Agency).
SECTION 2
Page 4 of 16
Ir) 1 't
City of Dublin
Fiscal Year 2007-2008
Application for Funds
b. How would the PROPOSED PROJECT/PRo6RAM address an unmet community
need and improve the quality of life for Dublln re~ldents. Why is this project/program
needed? (Additional page may be added, if needed)i
c. What documentation/data/records support thelle~d for this PROPOSEl.>
PROJljjCT/PROG~M? Please id~lltify your data sources. (Additional page may be
added, if ne~ded.)
SECTION 2
Page 5 of 16
City of Dublin
Fiscal Year 2007-2008
Application for Funds
d. Specify the PROPOSED fROJECT/PROGRAM population to be served.
e.
Projects/programs must be evaluated to determine
and if project/program goals met.
your project/program's success
· An additional page may
ey are being carried out efficiently
how you
f. Spe~ifynumbers ofcljents served by agency,
PROJECT/PROGRAM:
Total Pro osed Partici ants Served by this Pro' ect/Program
Total Number of Dublin Residents Served by this Project
SECTION 2
Page 6 of 16
City of Dublin
Fiscal Year 2007-2008
Application for Funds
5. Financial Information - Oper3ti.ng Budget
a. Expense Budget
Services & Supplies
Capital C
Other (please specify)
Other (please specify)
TOTAL
FurtherComments/Explanations (if necess
SECTION 2
Page 7 of 16
City of Dublin
Fiscal Year 2007-2008
Application for Funds
b. Revenue Budget
Further Comments/Explanations (if necessary):
SECTION 2
Page 8 of 16
City of Dublin
Fiscal Year 2007-2008
Application for Funds
6. General Agency Information
a. List all years that Organization haspreviouslyrecei~e<i City gfDublin funding (not
Community Qeveloptnent Block Grant - CDBG).
b. Describe the population(s) served
c.
Dublin residents.
Describe all the services the Organization
· An additional page may be added, if needed.
d. Has your agency ever previously receiv~<i fuI1as from tp.~.City of Dublin? If yes,
please specify in what Fiscal Yeats andthe<antount received each year.
SECTION 2
Page 9 of 16
J '7;:f L;
/8 '1c2'
City of Dublin
Fiscal Year 2007-2008
Application for Funds
7. Required Attachments:
o Onlv one (1) COpy per Ae:encv o~each oftlj~ followin,g is requited,ev~. with multiple
projects/programs submitted.
o Appli~ations without the following docum~~t$~i11 not be reviewed foffll-uding.
o Please label attachments: A, B, C, etc.
o A. Names of GovefO.ing
current Board officers.
o B. Current total Or
· Clearly label
PROJECT/PR
mg revenue.
e PROPOSED
o C. Most recent audit report
tax return (if applicable).
o D. Resolution,
Board/Organiza
· Board/Org
document providing eviden
proval of application, and dat roval was granted.
ion app 1 may be pending.
o E. Organization's certificate .of insurance showing coverage
workers' compellsation.
and
o F. Application Verification Declaration Signature Page.
o G. Signed affidavit form fr llaborating agency named in proposed
project/program plan (if app Icable).
SECTION 2
Page 10 of 16
/11;/
City of Dublin
Fiscal Year 2007-2008
Application for Funds
APPLICATION VERIFICATION
I attest that the information contained in this FY 2007-2008 grant application is accurate and that
the funds requested will not supplant any secured by the organization.
Attached is a resolution, letter, or other document providing evidence that the Board of Directors
approved the application as submitted. Successful applicants are required to submit a summary
report as soon as possible after submitting the reimbursement request, but not later than August
30, 2008. Failure to submit a report will result in ineligibility for future funding.
Signatures:
Date
Board President/Chairperson
Date
SECTION 2
Page 11 of 16
cf20 ~,. 4-
City of Dublin
Fiscal Year 2007-2008
Application for Funds
COLLABORATION AGENCY
AFFIDA VIT FORM
o This form is.Jo be c()plpleted by each collaborat!llgorganiza~iol1as named by the
applic;a.n.J a.ge in the .proposed proJ~ctlprogram.
o COJ.:p.pletedfor must be submitted at tiBje of applicatioll.
Collaborating Agency Name:
Agency Division/Department:
Project/Program Title:
Project/Prografu
Description (i.e., facility
Agency Project/Program Contact Person
Title
Phone
Email
I attest that the aPcP~i€ant agency all~ our organizationagreeto.""ork collabor~tively to implement
the proposed project/program as i~entified in the FY 20~7-2~08funding application.
Executive Director
Date
Project/Program Contact Person
Date
SECTION 2
Page 12 of 16
dl ~~L
CITY OF DUBLIN
Fiscal Year 2007-2008
COMMUNITY GROUP/ORGANIZATIONAL FUNDING PROGRAM
REQUEST FOR REIMBURSEMENT
AGENCY NAME
MAILING ADDRESS FOR REIMBURSEMENT:
PROJECT/PROGRAM NAME
CLAIM #
TOTAL FUNDING AMOUNT AWARDED
$
SEMENT REQUESTED THIS
I attest that the above listed expenses are accurate and true and have been used as represented in
the approved funding application.
Submitted by:
Signature:
Date:
SECTION 2
Page 13 of 16
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CITY OF DUBLIN
Fiscal Year 2007-2008
COMMUNITY GROUP/ORGANIZATIONAL FUNDING PROGRAM
SUMMARY REpORT
(Summary Report must be cOIUpleted and submitted prior to August 31, 2008.)
AGENCY NAME
MAILING ADDRESS:
TELEPHONE:
PROJECT/PROGRAM NAME:
TOTAL FUNDING AMOUNT AWARDED
$
$
1.) How has the PROJECT/PROG
the quality for Dublin residents. (A
ddressed an unmet community need and improved
tional page may be added, if needed):
2.) Please evaluate the success o'you~project(program. Were thegoal~ dined in the
application met? Was the proj~~t/program c~~~d out efficiently? Please use the objectives
identified in your application to discuss your program/project's success and impact. Include any
documentation/data/records you have that support your conclusions.
SECTION 2
Page 14 of 16
o?31c2
City of Dublin
Fiscal Year 2007-2008
SUMMARY REpORT
3) How many total participants were served by this project/program?
How many of those participants are Dublill residents?
I attest that the above listed information is accurate and true.
Submitted by:
Signature:
Date:
SECTION 2
Page 15 of 16
I!
o?~ ff
AGREEMENT BETWEEN
CITY OF DUBLIN
AND
(insert organization name)
THIS AGREEMENT, dated for identifiG.ationthis_ day of _ 2007, is entered into
between the City of Dublin ("City") anQ(or~anization).
RECITALS
A. (organization) has asked City to contribute $
(organization) to cover osts in order to provo
described in Exhibit A. The servi pursuant to this
period July 1, 2007 through June
,Dollars) for use by
he services as
eement will be for the
B.
City has determined that it iSlnth
a donation of $
conditions are met to ensure
the residents of the City of Dublin to make
lars) for such purpose, provided certain
ices will benefit the residents of City.
AGREEMENT
City and (organization) agree
1.
Recitals
The foregoing recitals are true and correct and are part
s agreement.
2.
City Donation
City shall donate $
for operational support for
The donation shall be paid upon
used by (organization) to be used
as described in Exhibit A to this Agreement.
to the City.
3.
Records
(Organization) shall maintain re
and/or other purposes .and make tIT
rogram review, evaluation, 911dit
to City upon request.
4. Periodic Reports
Upon request by City, (o~~ani~ation) sRall proyid~reports de~c~l>ing the progress made
by (organization) accompli~hillg the g09ls andpbjectives outlined in the work plan.
CITY OF DUBLIN
Dated:
By:
Richard C. Ambrose, City Manager
Dated:
By:
Title:
SECTION 2
Page 16 of 16