HomeMy WebLinkAboutCC AG PKT 2012-05-29 #C AGENDA STAFF REPORT { -
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DATE: May 29, 2012
TO: Honorable Mayor and City Council
THRU: Jill R. Ingram, City Manager
FROM: Sean P. Crumby P.E., Assistant City Manager/Public Works
SUBJECT: COUNCIL POLICY 700-04 : NON-PROFIT
CONTRIBUTION
SUMMARY OF REQUEST:
That the City Council approve the proposed City Council Policy 700-04 "Non-
Profit Contribution."
BACKGROUND AND ANALYSIS:
A non-profit contribution policy is intended to establish a formal and fair method
for providing direct and indirect support to City-based non-profit organizations.
Many of the City's non-profit organizations provide a volunteer resource that is
critical to the support and ongoing success of various City programs and
recreation services. To assist with this ongoing effort, the City has created
guidelines (Attachment "A") to establish a formal and fair method for considering
direct and indirect support to community non-profit organizations. In addition, the
City has created an application packet (Attachment "B") for applicants to
complete and submit their grant requests.
Direct funding is defined as cash grants for services provided, while indirect
funding is defined as in-kind services such as staff support, facility fee waiver,
equipment usage, permit fee waivers, and printing services.
ENVIRONMENTAL IMPACT:
There is no Environmental Impact related to this item.
LEGAL ANALYSIS:
The City Attorney has reviewed and approved as to form.
Agenda Item C
FINANCIAL IMPACT:
Staff will be providing an analysis of indirect funding provided to community
groups and co-sponsored City events during the FY 2012/2013 budget study
sessions.
RECOMMENDATION:
It is recommended that the City Council approve the proposed City Council
Policy "Non-Profit Contribution".
SUBMITTED BY: NOTED AND APPROVED:
' R . %,
Sean P. Crumby, .E. V'. Ingram, City 46 ger
Assistant City Manager/Public �,rks
Prepared by: Patrick Gallegos, Administrative Manager
Attachments:
A. City Council Policy 700-04"Non-Profit Contribution"
B. Non-Profit Application Packet for 2013-14 Award Cycle
Page 2
CITY OF SEAL BEACH
COUNCIL POLICY
SUBJECT:
NON-PROFIT CONTRIBUTION POLICY
SECTION INDEX NO. ISSUE DATE REVISION DATE COUNCIL CITY MANAGER
APPROVAL APPROVAL
700 04 N/A
1. SCOPE
Citywide
2. PURPOSE AND INTENT
It is the intent of this policy is to provide a formal and fair method for providing
direct and indirect support to City based non-profit organizations without
receiving a gift of public funds.
3. POLICY
This policy is intended to assist documented non-profit organizations serving
Seal Beach. Those organizations shall have at least 60% of membership living
in Seal Beach or attending Los Alamitos Unified School District, or justify that
proceeds benefit the City of Seal Beach. Approved non-profit organizations may
apply for direct and/or indirect support. Direct funding is defined as cash grants
for services provided, while indirect funding is defined as those services provided
through in-kind benefits such as staff support, facility fee waiver, equipment
usage, permit fee waivers, and including inclusion in city documents.
4. PROCEDURE
Grant Request Program
Organizations will be required to meet all criteria and complete an application
form by February 15th of every year. If February 15th falls on a weekend
applications will be accepted through the 5:00 pm on the following Monday.
Approved applications received by February 15th shall be considered during the
budget process for the upcoming fiscal year. Incomplete applications and those
received after the deadline date will not be considered for funding in the
upcoming fiscal year. All requests submitted will be considered during budget
hearings by the City Council. The grant approvals will be effective July 1st, to
June 30th, of each year to coincide with the City's fiscal year budget.
1 of 3
(700-04)
Facility Rentals
Non-profit organizations approved under this program may request utilization of
designated community center meeting rooms, based on availability at little to no
cost. Below is a list of designated facilities:
1) Senior Center
2) Marina Center
3) Marina Park
4) North Seal Beach Center
5) Fire Station 48 Community Room
6) Eisenhower Park
7) McGaugh Gym
8) Seal Beach Tennis Center
9) Beach and Beach Parking Lots
Non-profit organizations shall adhere to the following:
a) Non-profit organizations approved under this program may utilize up to
twelve (12) uses per group of designated facilities based on availability, at little to
no cost. (Senior Clubs exempted for Senior Center uses).
b) Of the above nine (9) facilities, non-profit organizations are limited to no
more than two (2) uses of a maximum of six hours each per group anytime on
Friday, Saturday and Sunday, at no cost, based on availability. (Senior Clubs
exempted for Senior Center uses).
c) Non-profit organizations must abide by all Community Services and
Recreation facility usage regulations and policies.
Annual Program
The Grant Request Program will be for a one-year request for funds. The first
annual cycle of grants will cover the period of July 1, 2013 through June 30,
2014, with subsequent one-year cycles following thereafter. An annual cycle of
grants allows organizations to better plan for future events and enables the City
to allocate such funds. The grant process will coincide with the City's budgeting
process for the coming fiscal year. Applications will be reviewed and approved
by the City Council and any financial support for the one-year cycle of awards will
take effect after July 1 of each fiscal year.
While non-profit groups submit information for a projected one-year period the
City has the right to request updated information of a group at any time.
If a non-profit organization wishes to amend funding of the award cycle due to
unforeseen circumstances, such requests may be considered by the City Council
on an emergency basis only.
2 of 3
(700-04)
Provisions of Support
Non-profit groups that have been approved for direct funding must provide an
invoice to the City after the service or program has been rendered in order to
receive payment. In the case of direct funding awarded in the amount of $1,000
and over given for annual support of the group's operations with no ties to a
specific program, the City shall issue the financial support on a quarterly basis in
the months of September, December, April and June; and for direct funding
awarded in the amount less than $1,000 under like circumstances the City shall
issue the financial support on a semi-annual basis in the months of December
and June.
The City reserves the right to immediately suspend financial and in-kind support
to non-profit organizations in the unlikely event the City incurs financial
constraints or if the City determines the non-profit organization has undergone a
significant change in terms of operation, finances, direction and/or administration.
Special Event Liability Insurance
For each event held on City property, or as otherwise requested, the organization
must provide Special Event or General Liability Insurance to the limit specified by
the City and list the City as additionally insured. Failure to maintain appropriate
insurance coverage will result in the suspension of financial and in-kind support.
Director's and Officer's Insurance
In addition to the Special Event or General Liability Insurance, although not
required, the City recommends that the organization purchase Director's and
Officer's Insurance to protect their Officers and Directors from personal or
individual liability. Organizations obtain such coverage through outside
insurance agencies, which can include utilization of the City's current broker.
5. ISSUANCE
Approved by City Council on
Date
3 of 3
(700-04)
Attachment B
(Date)
Dear Non-Profit Organization:
The City of Seal Beach is initiating the Non-Profit Grant Request process and
welcomes your submittals. The Grant Request Program will be a one-year
request for funds for organizations currently receiving financial support
through various City budgeted program accounts.
If your organization is interested in applying for the City's 2013/2014 fiscal year
(July 1, 2013 — June 30, 2014) you must submit your completed application no
later than 5:00 p.m. on February 15, 2013 to the Community Services and
Recreation Department at 211 Eighth Street (no post marked applications will be
accepted). Applications not meeting this deadline will not be considered.
Included with this letter is a checklist, application form, and itemized grant
request form for fiscal year 2013/2014. If you are mailing in your application
materials, please allow enough time so that the application arrives by the
deadline. Applications and all supporting documents must be submitted before
the deadline as incomplete applications will not be accepted.
If you have any questions or need clarification, please contact the Community
Services and Recreation Department at (562) 431-2527 Ext. 1341.
Sincerely,
Community Services and Recreation Department
Attachment B
City of Seal Beach Community Services and Recreation Department
Non-Profit Grant Request Application Form
(Please complete this form and return it to the Seal Beach Community Services and
Recreation Department no later than February 15, 2013)
Date of Application:
Name of Organization:
Organization Non-Profit Number:
Mailing Address:
Contact Person:
Telephone Number:
Fax Number:
E-Mail Address (print clearly):
Alternate Contact Person:
Alternate's Telephone Number:
Amount of Grant Request (if cash requested):
Signature of Officer:
Along with this application form, please submit the required items listed on the
application checklist on or before February 15, 2013, at 5:00 p.m.
If you have any questions about the application packet please contact the Community
Services/Recreation Department at (562) 431-2527 Ext. 1341.
Non-Profit Grant Request Application Checklist
Seal Beach Fiscal Budget Year 2013/14
Non-profit Grant Request Application Form
Program Description (Note: include information on purpose of organization, key
activities, groups to be serviced, City staff involved, and use of volunteers)
Documentation of Current Non-Profit Status. (An IRS Letter of Determination
dated within the past year— a current copy can be obtained by contacting the
Internal Revenue Service)
IRS Form 990 — Organization may be exempt from this if:
® Non-Profit has not received tax-exempt status from the IRS
• Is a faith-based organization
® Has an income of$25,000 or less
• Is a subsidiary organization covered under a group return filed by the
parent organization
Organization By-Laws
List of Board of Directors
Current and Original Certificate of Liability Insurance listing the following as
additionally insured:
City of Seal Beach
Seal Beach Community Services/Recreation
211 Eighth Street
Seal Beach, CA 90740
Insurance Endorsement also listing the following as additionally insured:
City of Seal Beach
Seal Beach Community Services/Recreation
211 Eighth Street
Seal Beach, CA 90740
Affidavit of at least 60% of membership living in Seal Beach or attending Los
Alamitos School District. (Official membership rosters may be required for
auditing purposes)
Organization's Current Fiscal Budget
Organization's Balance Sheet
Provide itemized request on the attached sheets for July 1, 2013 —June 30,
2014. (This includes cash grant, in-kind services and support, and all other
requests)
Submit your completed application with the above listed items no later than 5:00 p.m. on February 15,
2013 to the Community Services/Recreation Department, 211 Eighth Street, Seal Beach, CA 90740.
Attachment B Asi STA(9
2013-2014 Itemized Grant Request -
Organization: t`•-tifoRto"
Event Name:
Event Description:
Complete the following funding request table:
Direct and Indirect Time/Date Quantity Unit Comments
Funding Request
Direct Funding
Requested Amount
Indirect Funding �.
Barricades each
Canopies each
Tables each
Chairs each
Facility Uses—Small (meetings) use
Facility Uses— Large (meetings) use
Park and Picnic Shelter use
Printing actual cost
Police Support actual cost
Public Works actual cost
Recreation Support actual cost
Portable Public Address System each
Temporary Use Permits permit
Contact information:
Name:
Phone/Cell Number: