Process for New Agency Admissions

-Information Sheet-

ABOUT THE UNITED WAY OF THE WABASH VALLEY FUNDING PROCESS

United Way of the Wabash Valley (UWWV) annually funds agency programs through a volunteer-driven annual funding process.  Member agencies submit, during the late fall of each year, requests for funding by program for the following year.

Additionally, each year UWWV conducts a process wherein volunteer committees review applications for the admission of new agencies into its "membership" of agencies.

REQUIREMENTS FOR APPLYING

UWWV will accept and consider applications from any organization that:

   •is a 501 (c)(3) not-for-profit

   •is a health and/or human service agency providing health      and/or human service programs

   •is providing services in the Wabash Valley (Clay, Parke,          Sullivan, and Vigo counties in Indiana, and Clark County in Illinois)

   •has an established Board of Directors

   •has been in operation for at least 18 months prior to the application

   •for the most recent fiscal year, has an external audit

if agency expenditures for the prior year were over $100,000 or an external financial review if $100,000 or less for the prior year.

APPLICATION EVALUATION CRITERIA

Applications will be evaluated using the following criteria:

Purpose of the organization and programs

   •Demonstration, within the application, that the agency addresses substantiated community needs of interest to United Way of the Wabash Valley (UWWV)

   •Extent and manner in which the agency will enhance the UWWV family of agencies/programs

   •Degree of duplication and differentiation of the agency with other programs and services available under the UWWV "umbrella"

   •Ability of the agency to cooperate/collaborate with other United Way member agencies, and human service agencies in general.

Organizational capacity to execute

   •Ability of the agency to develop and operate within annual budgets

   •Ability of the agency to develop ongoing resources

   •Depth of managerial and/or staff resources

THE REVIEW PROCESS

All applications will be screened for eligibility.  UWWV staff reviews each application to determine if it meets the REQUIREMENTS FOR APPLYING (above).  Those that meet the requirements are forwarded to the New Agency Admissions Committee, a committee of volunteers that evaluates the applications to make recommendations to the Fund Distribution Committee.

The Fund Distribution Committee reviews and approves those recommendations and forwards the decisions to the UWWV Board of Directors for ultimate approval.  Only the UWWV Board of Directors can admit new agencies.  All applicants receive written notification of the outcome of the review process.

DURATION OF FUNDING

Any admitted agency will be required to enter into a contractual agreement with UWWV.  That agency will then be eligible to request 2009 annual funding, if desired, along with current "member" agencies, during the 2009 funding process.  No funding is provided at the time of "admittance."  In fact, no funding is guaranteed.  It will be up to the funding volunteers (Fund Distribution Committee and, ultimately, the UWWV Board) to determine if and how much funding to supply each year.

EVALUATION & REVIEW

Any newly-admitted agency will be subject to the same reporting and review requirements as those of "member" agencies, which includes submitting an annual proposed budget (both overall agency and by program), current audit (or financial review in some circumstances), quarterly financial reporting forms, and participating in an annual volunteer visitation/review.

[ top]