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The intent of SJUW’s admissions policy is to allow the inclusion of agencies that address established community needs and provide significant services to the citizens of San Juan County. Emphasis will be placed on the quality of service provided by the agency and the continued need for its services.
All agencies seeking Partner Agency status must submit an application to San Juan United Way one (1) year in advance of receiving funding. The application process involves a rigorous review of each agency that includes a written application, submission of financial documentation in the form of an audit and IRS Form 990, submission of agencies policies and procedures, submitting to a site visit and a review by the Allocations/New Agencies Committee.
The rigorous review ensures that San Juan United Way Partner Agencies are providing unduplicated, quality services and are fiscally sound and financially responsible.
San Juan United Way Agency Admissions Guidelines
New Agencies are not being admitted at this time.
Policy
The purpose of the Agency Admission Guidelines is to establish guidelines
and criteria by which agencies can apply to become a partner agency
with San Juan United Way (United Way). Applications will be accepted
throughout the year. Those submitted prior to April 1, will be reviewed
for possible inclusion in the following spring allocation process,
for funding to begin April 1 of the next year. Award notifications
are made in late March of the application year.
Agency admissions decisions are made at the sole discretion of the United Way Board of Directors. The Board of Directors receives recommendations for new agency membership from the Allocations/New Agencies Subcommittee. Agencies are considered partner agencies with United Way immediately upon Board approval in the application year and are required to sign and adhere to the Funding Agreement between the agency and United Way (copy attached).
Criteria
Any organization wanting to become a partner agency with United Way should
meet the following minimum criteria:
- Render valid human service programs which meet a genuine community need.
- Be a non-profit tax-exempt corporation as defined under Section 501 (c) (3) of the Internal Revenue Code.
- Be established and functional for a preferred minimum of one year.
- Meet the ongoing criteria for membership in San Juan United Way as set forth in the New Agencies Criteria for Admission.
- Have an annual audit performed by a qualified and independent auditor.
- Meet the criteria, as defined therein, for admission into the Combined Federal Campaign
Procedures
- Any organization wanting to become a partner agency of United Way should first contact the United Way office and speak to the Executive Director, Nancy C. Nelson.
- Upon approval of the Executive Director, the agency must submit a letter of application for membership to the Allocations/New Agency Subcommittee. The letter of application should state that the agency has reviewed the Funding Agreement between the agency and United Way and would, as a partner agency, agree with the conditions set forth in that Agreement.
Along with this letter, the application package must contain the following information:
- The completed application form.
- A copy of the IRS Determination Letter certifying the agency as a non-profit corporation, tax-exempt under Section 501 (c) (3) of the Internal Revenue Code.
- A copy of the organization’s By-Laws.
- A copy of the organization’s Articles of Incorporation.
- A copy of the most recent annual audit by a qualified and independent auditor.
- A copy of the current IRS Form 990.
- The organization’s physical location (including any satellite offices) and a copy of the organization’s Mission Statement.
- A list of local Officers and Directors. This list should include length of service, board attendance record, address, telephone number and the place of employment.
- The agency’s current fiscal year budget and a projection of the next fiscal year budget.
- A copy of the organization’s current strategic plan.
- A copy of the organization’s personnel policies.
- A copy of the organization’s Client Grievance Policies and Procedures.
- A copy of the most recent Annual Report to the agency’s Board of Directors.
- A copy of the agency’s nondiscrimination policy.
- A copy of the State Attorney General’s Letter.
Do not staple any materials in the application. All submissions must be loose leaf and free of staples or binding. This includes audits. Paper clips are acceptable. All applications and supporting documents must be submitted on 8 1/2 x 11 inch paper. Annual reports may be submitted in their original printed format.
Five complete copies of the entire application package and supporting documentation must be submitted.
Complete packages will be forwarded to the Allocations New Agencies Committee which will then meet with selected agencies for further review and consideration. The New Agencies and New/Expanded Programs Subcommittee formulates its recommendation considering the agency’s demonstrated ability to receive and provide benefit through a partnership agreement with United Way.
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