Chenango County

Chenango United WayAnnual Celebration Event

Wednesday, March 10, 2010

Fox Run, Sherburne, NY

Chenango County

Welcome and Summary of the Year’s Achievements

Elizabeth Monaco, Executive Director

Chenango County

2009 Community Impact Initiatives

• Frontier Communications’ Great Frontier Donate: Let’s Talk Up A Cause Initiative- $8,000 in funds to benefit the local hunger need

• Norwich High School Youth Philanthropy Council- In May 2009, the students awarded a total of $10,000 in funds to three programs:– KIDS Program at The Place– Parent Academy at the Mothers & Babies Perinatal Network– Parents as Teachers Program at Catholic Charities

• CASH Coalition of Madison and Chenango Counties- For the 2008 tax season, more than 1,277 tax returns were prepared through the project, returning more than $1.8 million in tax returns and more than $829,500 in earned income tax credits to Madison and Chenango County families.

Chenango County

Fall 2009 Campaign Results and Campaign Recognition

Co-Chairs: Amber Harrison, Norwich Pharmaceuticals, Inc. and

Lisa Colabelli, Frontier CommunicationsCampaign Director: Bryne Allport

Chenango County

2009 Officer Recognition

Campaign Co-Chairs Award

Treasurer Award

Board Chair Award

Chenango County

2009: A Board Chair’s Perspective

Jim Currie, Frontier Communications

Chenango County

The Impact of the 2009 Campaign: 2010 Community

Impact Allocations

Anne Drexler, Warner Chilcott

Chenango County

Approximate United Way Calendar

• AUG - RFP Instructions Available On-line • AUG-SEP – Technical Assistance Available• Mid OCT – Completed Proposals Due• Mid OCT-DEC – RFP Panels Review Proposals• SEP-DEC – Fundraising Campaign• JAN – Allocations Committee Meeting• FEB – Agencies Notified• JUN-JUL – Mid-year Site Visits

Chenango County

Changes This Year

RFP Scoring

• Split RFP review into Part 1 (program description and budget) and Part 2 (organizational history, organizational capacity and collaboration/partnerships)

• Fewer RFP panels – 2 panels reviewed Part 1 and 2 panels reviewed Part 2 of the proposals

• Clarified scoring rubric to increase consistency in scoring

Chenango County

Calculation of Allocable Dollars

* Part of the operating budget is offset by the transfer from the endowment / savings. The balance is generally less than 23% of the campaign dollars. Salaries plus benefits represent approximately 2/3 of the total operating budget.

Chenango Community Campaign$423,032.

81

Campaign Designations from Other United Ways

$26,258.25

Transfer from endowment / savings$85,099.0

0

TOTAL REVENUE$534,390

.06

   

Designations to Other United Ways($8,362.5

5)

NET REVENUE$526,027

.51

   

Reserve for Uncollectables($15,000.

00)

Operating Budget($138,000

.00)

PROGRAM DOLLARS $373,027

.51

   

Special Program - Food pantry (1% Program dollars)

($3,730.28)

Special Program - Youth Philanthropy($5,000.0

0)

ALLOCABLE DOLLARS$364,297

.23

Chenango County

Chenango County

Allocations per Focus Area

• Poverty - five programs were funded for a total of $93,710

• Youth - ten programs were funded for a total of $191,663

• Health - three programs were funded for a total of $54,596

• Aging – one program was funded for a total of $24,328

Chenango County

Frequently Asked Questions• How are the RFPs evaluated? This year, four RFP panels

consisting of United Way board members and community representatives scored the RFPs. United Way staff do not participate in RFP scoring. All RFP panelists use the same scoring rubric which is posted along with the RFP instructions.

• How can my agency receive 100% of what we request? Typically no agencies get 100% of their requested dollars. This year, the maximum allocation was 65% and the average allocation was 60% of the requested dollars.

• Why does the RFP process change from year to year? Chenango United Way incorporates feedback each year to help improve the process and positive impact on the community. Feedback comes primarily from the agencies, RFP panelists and Chenango Partners Roundtable participants.

Chenango County

Looking Forward to 2010

Samantha Holbrook,

The Joyce and Holbrook Law Firm

Chenango County

Thank You for Coming!