Form 990 Career Builders

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Form 990 Career Builders document sample

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							                              Strengthening Communities Fund (SCF)
                                Nonprofit Capacity Building Program
                                      Application Overview and Instructions

Summary:
NYCON’s SCF program will work to build the capacity of eligible community and faith-based
organizations that provide job training, job readiness, and benefits assistance in NYC, specifically to
community and faith-based organizations serving low-income or underserved individuals located in
and/or serving the Bronx, Brooklyn, and Manhattan. These three boroughs have been hard hit by the
recession and the poverty and unemployment rates demonstrate the need for strong and effective
nonprofits that serve low-income New Yorkers.
NYCON’s Strengthening Communities Fund (SCF) Program is comprised of two components that
require separate applications. You may apply for Component 1 only, but to be eligible to
compete for Component 2 you must apply for Component 1.
 Component #1: Training and Education. You can apply to be one of the 80 Program Participants
  that receive access to a wide variety of free trainings for Board and Staff certain to meet the needs,
  interests, and goals of the community and faith-based organizations who participate in this program.
  These trainings will be provided by NYCON as well as three Training Partners including the Women’s
  Center for Education and Career Advancement, the Support Center for Nonprofit Management and
  the Nonprofit Coordinating Committee of New York. Each organization will have the opportunity to
  attend five to seven half and full day workshops and participate in more intensive training/
  conferences focused on building fundraising skills, financial management skills, and new Executive
  Director training. In addition to the free training, Program Participants will have the opportunity to
  participate in an active online learning community and receive post training consulting support. All
  applicants are required to submit the Component #1 application and these will be accepted
  and reviewed on a first-come, first-served basis between August 1 and November 8, 2010.


 Component #2: Funding and Technical Assistance. Community and faith-based organizations will
  be able to compete to receive a grant ranging from $10,000 to $24,000 and receive 50 hours of free
  technical assistance provided by NYCON’s multi-disciplinary staff team. Both the funding awards and
  technical assistance are designed to build organizational capacity. Approximately 30 community
  and faith-based organizations will be awarded financial and technical assistance and these
  organizations will be known as “Project Partners.” Applications are due November 8, 2010 and will
  be reviewed on a competitive basis among those selected for Component 1.

                    Contact Information for Questions and Application Submission:
                                Jennifer Lockwood, SCF Program Manager
                                   New York Council of Nonprofits, Inc.
                                      305 Seventh Avenue, 11th Floor
                                            New York, NY 10001
                                           jlockwood@nycon.org
                                          1-800-515-5012 x. 152
                    Fall 2010 Application Deadline: November 8, 2010



New York Council of Nonprofits, Inc. Strengthening Communities Fund Application Package                   1
NYCON SCF Program Participant Eligibility:
Please read the program eligibility carefully, applications submitted by organizations that do not
meet the program eligibility will not be considered for program participation.
       Eligible organizations must provide or have specific plans to provide one or more of the following
        services to low-income, underserved teens or adults:
            o   Employment readiness, interview skills, resume writing, and other employment skills
                development (ex: job mentoring, internships, etc.);
            o   Job training including sector specific skills building (i.e. construction, performing/media
                arts, restaurants; etc.);
            o   Screening and facilitating access to state and federal benefits and tax credits; including
                tax preparation services;
            o   Small business development including training, financing, and savings programs, and;
            o   Organizations that are working to convene groups of organizations that provide these
                services in order to strengthen the service delivery system and improve coordination are
                also eligible. These organizations are especially encouraged to speak with the Program
                Manager before applying.
        If you do not provide or plan to provide the above services in Brooklyn, Manhattan, or the
        Bronx you are not eligible to apply.


    Related SCF Program Criteria:
       2010 operating budget (organizational budget, not individual program budget) must be under
        $1,000,000;
       Priority will be given to community and faith-based organizations that propose to work with or
        have experience working with agencies providing TANF (Temporary Assistance to Needy
        Families) services and organizations whose annual budgets do not exceed $500,000 (per federal
        guidelines). TANF providers include nonprofit organizations receiving State grants to assist needy
        families to improve their quality of life (example: to provide training services to the needy to gain
        skills to obtain better paying jobs).
       The financial sub-award application process will be completely open without any recipients being
        pre-selected or otherwise given a competitive advantage.
       Organizations are not required to have a 501c3 designation or have a fiscal sponsor with a 501c3
        designation, but they must be able to demonstrate a history of providing social services.


Program Restrictions:
       For-profit businesses, individuals, and faith-based organizations that do not have at least one
        secular community social service program are not eligible. Faith-based organizations are not
        asked to disclose, nor will award decisions be based on their religious character or affiliation.
        Federally prohibited use of funds includes use to support inherently religious activities such as
        religious instruction, worship, or proselytization. Faith-based organizations receiving SCF
        program resources must separate the time or place of program and service activities that are
        inherently religious in nature from those program and service activities that are seeking
        improvement through the SCF program.



New York Council of Nonprofits, Inc. Strengthening Communities Fund Application Package                       2
       Organizations funded in Round 1 cannot receive a second funding award. Training Partners
        (technical assistance providers/ cost-sharing partners) are not eligible to receive financial
        assistance through the SCF program.


What NYCON will expect from you:
Participating in this program will require you to dedicate staff and board time and resources to attend
trainings, participate in an online learning community, meet with NYCON SCF Program staff, and fully
integrate and report on the lessons learned from these experiences. The SCF Program’s success
depends on your organization’s active participation and effective implementation of capacity building
lessons. Our shared success will enable New York’s residents to obtain job skills, secure employment
opportunities, and access needed benefits.
Organizations that receive funding will be expected to comply will all federal reporting laws and
regulations. NYCON will work provide training and support to help you meet requirements.


Application Procedures:
If your organization is eligible to participate in this program and you are interested in applying to become
a Program Participant please complete the application and submit via mail or e-mail along with the
required attachments.
                                                Mailing address:
                             Attn: Jennifer Lockwood, SCF Program Manager
                                                 NYCON
                                       305 7th Ave, Suite 11th Floor
                                            New York, NY 10001

                                        E-mail: jlockwood@nycon.org

All organizations must complete Component #1 of the application and agree to actively
participate in trainings, the online learning community, and receive capacity building consulting
support.
In addition, you may also apply for funding and technical assistance by filling out Component #2 of the
application. Remember, not all organizations will receive technical and financial assistance.
If you have questions about the application, please feel free to contact the SCF Program Manager,
Jennifer Lockwood @ jlockwood@nycon.org, 1-800-515-5012 x. 152 or 917-522-8304.

All applicants will receive a free one year membership to the New York Council of Nonprofits.
Program Participants and Project Partners will receive two free years of membership.


Application Due Date:
 The first round of applications/awards concluded in the Spring of 2010. All applicants are required
  to submit the Component #1 application and these will be accepted and reviewed on a first-
  come, first-served basis between August 1st and November 8th, 2010.
 The second round application deadline for Project Partner applications are due to NYCON by
  November 8, 2010 and will be reviewed on a competitive basis among those selected for
  Component 1.



New York Council of Nonprofits, Inc. Strengthening Communities Fund Application Package                  3
You may submit your application via e-mail or postal mail. Applications must be postmarked/
submitted by November 8, 2010 and all required attachments must accompany your application
in order to be considered.
NYCON has several Information Sessions scheduled in September & October for interested applicants
to learn more about the SCF program and eligibility requirements and to ask specific application and
program questions. Please visit www.nycon.org for further information and registration.
Please note: First round awardees are not eligible to apply for subsequent funding rounds. First round
Program Participants that were not awarded Technical and Financial Assistance (Component #2) may re-
apply to compete in Round 2.




New York Council of Nonprofits, Inc. Strengthening Communities Fund Application Package           4
                           NYCON Strengthening Communities Fund (SCF)
                               Nonprofit Capacity Building Program
                                        Application Process

                                    Please read this section carefully!

Overview: Unlike typical funding applications where you market your organization’s strengths
and make no mention of its weaknesses or the challenges it faces, this application is designed
to give you the opportunity to present a more balanced perspective. Of course, we want to
know why you are great, but we also want to know how you could be even better. We are
asking you to take an honest look at your organization’s systems and procedures, at your Staff’s
and Board’s training needs, and we are asking you to make the commitment to take time out of
the daily grind to position your organization to meet current, new and unforeseen challenges.
Scoring: Each question is allocated a certain number of points, as specified. Prior to your
proposal’s review, NYCON staff will verify your program, budget, and service area eligibility. If
you are determined eligible, members of our independent Application Review Team will
evaluate your proposal based on your responses and how well you describe your needs,
proposed solutions, and interest in and commitment to the program. Applicants must meet
minimum scoring criteria and funding and technical assistance applications will be scored
competitively. Please review all questions and make sure you respond to each one thoroughly in
the appropriate section.
Component 1: Training Resources and Topics
Question 6 asks you to identify trainings you might be interested in. In order to effectively
respond to this question we ask you to do some preliminary research and thinking about the
program’s resources, the training topics you might be interested in, and how participating in
these might strengthen your organization, and most importantly- how you will integrate lessons
learned into the work you do programmatically, administratively, and in your governance
practices.
The description of the trainings Program Participants will have access to is attached. Trainings
include NYCON’s Board Development and Build a Better Nonprofit series, the Support Center
for Nonprofit Management’s Training and Professional Development Series, the Women Center
for Education and Career Advancement’s training on the Self-Sufficiency Calculator and benefits
eligibility; and the Nonprofit Coordinating Committee of New York’s Basic Fundraising for Small
Nonprofits intensive Skills Builders program. You can also visit our website (www.nycon.org)
and the Support Center’s website (www.supportcenteronline.org) to see a current list of
trainings. If you do not see what you are looking for, let us know... we will try to provide
customized training as well.




New York Council of Nonprofits, Inc. Strengthening Communities Fund Application Package       5
Component 2: Financial and Technical Assistance Resources and Topics
This federally funded program requires that NYCON provide capacity building services in five
critical areas; applicants are required to identify three or more areas where capacity
building assistance is needed. Examples of eligible activities are given below, but you are not
limited to choosing from the examples. Please note that the 50 hours of free technical
assistance for capacity building will be provided by NYCON staff. You do not need to use
your financial award to pay for NYCON technical assistance. If you are thinking of requesting
financial assistance for consulting services, we recommend that you speak to the SCF Program
Manager about whether those consulting services would best be provided through your
technical or financial assistance award.


Technical Assistance: The Five Critical Areas of Capacity Building
    1. Organizational Development – board governance; developing management and human
       resources systems; bylaws; personnel policies; developing communications strategies;
       budgeting and financial reporting; developing and implementing fiscal controls and other
       policies and procedures; strategic planning; resource development planning and skills
       building.
    2. Program Development – curriculum development; creating information systems; making
       program improvements; training job/benefits counselors.
    3. Collaboration and Community Engagement – identification and strategy development
       for forging collaborations; disseminating benefits information; developing referral
       systems.
    4. Leadership Development – board composition and functioning; executive leadership;
       staff development; volunteer development; succession planning.
    5. Evaluation of Effectiveness – training on evaluation and outcome measurement;
       identification of program measures; establishment of evaluation systems and procedures;
       establishment of Quality Assurance plan; replicating effective program models.




New York Council of Nonprofits, Inc. Strengthening Communities Fund Application Package     6
Financial Assistance Request
Your request should be proportional to your capacity building goals and your current
organizational capacity, budget, etc. For instance, if you have never had a grant larger than
$10,000, it would not be realistic to ask for $24,000. You will be evaluated on the rational that
you use to explain how your financial assistance request relates to your capacity building needs
and goals and your Technical Assistance request. We expect that there will be a correlation
between one or more of the three areas of capacity building that an organization has and its
financial request. The acquisition of new financial software for instance, may require training on
its use, modification of financial accounts, and/or training on how to read the reports it produces.


Eligible use of financial assistance will focus on capacity building and will not support
direct services, medical services, direct fundraising activities (i.e., grant writing),
religious activities, construction activities, or the purchase of real property. Meal /food
expenses are unallowable.

Examples of eligible uses of financial assistance include:
       The purchase of technology or related consulting services such as computer hardware
        and software, phone systems, networking an office, office equipment; and website
        development;
       Activities that increase accessibility for clients such as printing, translation, or
        development of resource materials or marketing materials;
       Client research such as focus groups or surveys to determine market interest and need in
        new programs and models;
       Professional development training programs for staff;
       Moving and relocation costs when tied to broader organizational development strategies
        such as being located to client base, being wheel chair accessible, etc.;
       Offset the costs of staff time dedicated to capacity building efforts such as training,
        research, and program and curriculum development.


NOTE: There is no requirement for financial assistance applicants to provide matching funds
nor will applicants be given a preference in the selection process if they offer matching funds in
their applications.




New York Council of Nonprofits, Inc. Strengthening Communities Fund Application Package          7
                             NYCON Strengthening Communities Fund (SCF)
                                       Application Cover Page

Application Submission Date:
Organization Name:
Executive Director or Contact Person
and Title:
Address:
City/State/Zip:
Phone Number:
Fax Number:
Email Address:
Website:
Current Fiscal Year Budget Amount:
Eligible Services (check all that apply)         □  Employment Preparation/Readiness
                                                 □  Job Training and Skills Building
                                                 □  Access to Benefits/Tax Credits
                                                 □  Small Business Development/Finance
                                                 □  Convener of groups to strengthen service provision
Funding Sources & Amounts:                       _______ Individual Contributions
                                                 _______Foundations
                                                 _______Corporate Grants
                                                 _______United Way or Other Federated Org.
                                                 _______Events
                                                 _______ State Government (identify specific NYS
                                                 agencies)
                                                 _______Federal Government
                                                 _______City Government
                                                 _______Fee or Earned Revenue
                                                 _______Other (please specify)
Boroughs Served by eligible programs
(check all that apply):                          □ Brooklyn                     □ Bronx     □ Manhattan
Do you provide TANF (Temporary
Assistance to Needy Families) related            □ ____      Yes ____No: If yes, please describe:
services?
Capacity Building Needs Identified
(check all that apply, minimum required          □ Organizational           □ Leadership Development
is 3)                                                Development
                                                 □ Program                  □ Evaluation of Effectiveness
                                                     Development
                                                 □ Collaboration and Community Engagement
Financial Assistance Request (if                 $
applicable) *attach proposed
financial request budget and
narrative
  New York Council of Nonprofits, Inc. Strengthening Communities Fund Application Package                   8
                             NYCON Strengthening Communities Fund (SCF)
                                       Application Cover Page

My Organization is              ___ SkillsBuilder: Basic Fundraising for Small Nonprofits (NPCC)
interested in:                  ___ Self-Sufficiency Calculator Training (WCECA)
                                ___ Other Staff Training (NYCON and Support Center)
                                ___ Other Board of Directors Training (NYCON and Support Center)
                                ___ Camp Finance: Financial Management Conference
                                ___ Being a Successful Executive Director Retreat (for ED’s w/ less than
                                    5 years of experience in that role)

Checklist of Required Attachments:
   □ Signed Memorandum of Understanding
   □ Board List (including contact information)
   □ Certificate of Incorporation (& Amendments)
   □ Marketing Materials (relevant Agency/program promotional brochures)
   □ Note the year the most recent IRS Form 990 filed (if applicable; if not, please explain- you
       are not required to submit a copy of the 990, only note the year if filed):__________________
   □ Organizational Budget
   □ Other ______________________________________________________________________

                      Please submit completed applications via mail or e-mail to:

                                Jennifer Lockwood, SCF Program Manager
                                   New York Council of Nonprofits, Inc.
                                      305 Seventh Avenue, 11th Floor
                                            New York, NY 10001
                                          jlockwood@nycon.org
                                           1-800-515-5012 x. 152


                            Fall 2010 Application Deadline: November 8, 2010




  New York Council of Nonprofits, Inc. Strengthening Communities Fund Application Package          9
Component 1: Program Participant Application Questions. Page Limit 10 pages
This section related ONLY to training, access to our online learning site, and 5 hours of post
training consultation. The Component 2 application will ask you to consider your extensive
technical and financial assistance needs and request.

Section 1: Organizational Background and Needs
  1. Describe the programs and services you offer. Indicate how your organization is
      contributing to broad economic recovery efforts and/or increasing access to benefits and
      tax credits. (10 points)

    2. Whom do you serve? What are the primary needs and challenges of your
       client/consumer population? How many people participate in each program? (10 points)

    3. Describe your current organizational strengths and challenges as related to program
       delivery, administration, personnel, and governance. (15 points)

    4. What types of information and training will help you address the challenges you describe
       above? What have been the barriers to addressing them thus far? What are the
       implications of not addressing them? (10 points)

5 point Bonus: Budget Size Under $500k - 5 point Bonus: TANF Collaboration
                                                             Section 1 Points Possible: 55

Section 2: Program Participation Goals & Challenges
  5. How will participation in Component 1 of our program help you achieve your goals?
      What specific support could we provide to help you? (10 points)

    6. Identify 5-10 specific trainings that you would like staff and/or board members to attend.
       (15 points) (Please visit the links or view the attached brochures.)
          a. Who will attend each and why?
          b. How will the new information get integrated into the overall organization to
               strengthen it?
          c. Please describe any training you may be interested in that are not currently offered
               by NYCON, Support Center, NPCC, or the Women’s Center.

    7. How do you anticipate being part of an online community of Program Participants? What
       resources would you want to find there? What do you feel you could offer other Program
       Participants? (10 points)

    8. What challenges or barriers might you expect in participating in Component 1 of our
       program and how will you address these? (10 points)
                                                                    Section 2 Points Possible: 45

Section 3: Anticipated Impact of Component 1 Program Participation
   9. How will your organization be different one year from now if you participate in Component
      1 of this program? How will you measure and evaluate this? (10 points)
                                                                   Section 3 Points Possible: 10
Total Component #1 Points Possible: 110

New York Council of Nonprofits, Inc. Strengthening Communities Fund Application Package          10
Component 2: Financial and Technical Assistance Application Questions.
Page Limit 12 pages

Section 1: Technical Assistance Needs. This section asks you to consider how you
would like to use 50 hours of Technical Assistance provided by NYCON staff.

    1. Describe your Technical Assistance needs, goals and strategy in at least three of the five
       critical capacity building areas: Organizational Development; Program Development;
       Collaboration and Community Engagement: Leadership Development; Evaluation of
       Effectiveness (15 points)
    2. Describe the allocation of Staff and Board time to the capacity building process and
       explain how the organization will ensure their ability and commitment to meet technical
       assistance needs and goals. (10 points)
    3. Describe how you see the role of the consultant/technical assistance provider. (5 points)
    4. Describe any obstacles you anticipate and how will you overcome these obstacles. (5
       points)

    10 Bonus Points: Active and engaged board participation and leadership in capacity
    building initiative.
                                                           Total Section 1 Points possible: 45

Section 2: Financial Assistance Needs. This section asks you to discuss how a grant of
$10,000 to $24,000 will help you build your organizational capacity.

    5. Describe your Financial Assistance needs, goals, and strategy. (15 points)
    6. Describe how financial assistance needs are related to overall capacity building needs
       and strategy. (5 points)
    7. What is the anticipated impact of financial assistance? (5 points)
    8. Develop a Budget and budget narrative for use of financial assistance - justify any
       expenses request based on “real” numbers such as cost proposals or budget projections.
       (10 points)
    9. Describe how you will monitor and report on the use of funds. (10 points)

                                                                          Total Section 2 Points Possible: 45

Section 3: Impact of Technical and Financial Assistance. This section asks you to paint a
picture of how participation in Component 2 will help your organization.
   10. Describe how your organization will be different one year from now if your Financial and
       Technical Assistance request is granted. (10 points)
   11. What and how will you measure and evaluate this? (5 points)
   12. Describe how this assistance will help you better serve your target population. (5 points)

                                                                          Total Section 3 Points Possible: 20

                               Total Component #2 Points Possible: 110




New York Council of Nonprofits, Inc. Strengthening Communities Fund Application Package                   11
                         NYCON & Consulting Partner Training Descriptions

NYCON Offered Trainings:

State Board Training Consortium (SBTC) Training Topics:

Board’s Role in Working with Staff Leadership (Developing an exceptional board-staff
partnership)
This session will help Board Members and Staff develops an appropriate balance of governance
and management roles. This session will provide the opportunity for participants to think
through some challenging scenarios using case studies and group discussion.
     Building a dynamic leadership team
     Supporting and evaluating the Executive Director
     Compensation policies and succession planning

Developing a Fiscally Accountable Nonprofit Board (Getting right with the numbers, the
business of your mission)
This session will emphasize how a board can efficiently organize itself to make sound fiscal
decisions and be accountable to donors, funding courses, constituencies and regulating bodies.
     Board fiduciary responsibilities
    Board, committee and staff roles in financial oversight
    Key elements of a financial report
    Budget development, methods and tips
    Investment policy and management

Doing the Right Thing: Board Members as Ethical Leaders and Decision Makers
Through presentations and case examples, this session will explore the ethical considerations of
board service and help participants address some of the challenges organizations may face.
    The importance of developing a shared understanding of ethical behavior
    How to codify ethical behavior in policies and bylaws
    Managing difficult or unethical conduct on the board

Duties and Responsibilities of Nonprofit Boards
This session provides a critical orientation to Board Members with an overview of the
governance responsibilities, knowledge and skill areas needed to be an effective board
member.
     Overview of legal and fiduciary responsibilities
     Policy and monitoring functions of the Board
     Accountability and using a committee structure effectively

Resource Development Strategies for Nonprofit Boards
This session introduces the diverse strategies nonprofits can use to generate revenue for their
organizations with an emphasis on planning, sustainability and the role of Board Members in
fundraising efforts.
     Building a Board-Staff partnership for fund development
     Considering new, different, and entrepreneurial approaches
     Overcoming your fear of “the ask”

New York Council of Nonprofits, Inc. Strengthening Communities Fund Application Package       12
Human Resource Issues for Nonprofit Boards
This session is presented by an attorney and will address the importance of understanding the
role of the Board of Directors as an employer.
     Personnel policy development
     Contract and at-will employees
     ED/CEO and key employee compensation
Nonprofit Accounting Basics for Board Members
This session is designed to demystify nonprofit accounting by providing an overview of key
accounting terms, basic accounting practices, financial statements and reporting requirements.
     Cash vs. Accrual accounting
     Financial reporting to the board
     Internal controls and fraud prevention
     The IRS Form 990, CHAR 500 & CFR
Recruiting, Developing & Retaining a Motivated Board of Directors
This session is designed to help the organization assess, develop, and implement a Board
composition and structure that supports excellence in governance.
    Elements of and approaches to board assessment
    The importance of ongoing board development
    Recruiting, nominating and retention strategies
Strategic Planning: Setting the Course for a Successful Future
This session provides participants with an overview of the strategic planning process and the
importance of implementation and monitoring for success.
    Designing a planning process to meet your needs and goals
    Roles of board & committee members, staff, consumers, etc.
    Strategic goals and their relation to board, committee and staffing structure
The New Form 990: A Focus on Board Governance
The Internal Revenue Service (IRS) has revised the tax reporting form that nonprofit
organizations must file. The new IRS Form 990 requires nonprofit organizations to report on
numerous elements related to board oversight, governance, and relationships with nonprofit
organizations. This training will provide critical information that board members need to have in
order to prepare for and be compliant with the new IRS reporting requirements.
    Recall the relevance of the IRS Form 990 in reporting to stakeholders, constituencies,
       regulators & the donating public
    The core form and relevant schedules that relate to board governance, oversight, and
       relationships with nonprofits
    Policies in accordance with best practices for managing conflicts of interest
Understanding Your Legal Obligations as a Nonprofit Board Member
 This session provides a fundamental and practical understanding of the laws that govern
actions as board members and suggests best practices for managing liability and risk.
     Governance duties, applicable laws & advocacy & lobbying
     Practicing proactive risk management
     Securing insurance and legal counsel
     The importance of a strong set of bylaws and the certificate of incorporation


New York Council of Nonprofits, Inc. Strengthening Communities Fund Application Package         13
Sample NYCON Build a Better Nonprofit Series Workshops:

Social Media & Web 2.0: Is It For You?
There is a lot of buzz out there about Web 2.0 right now. This simple catch phrase is being used
to describe the phenomenon of increased interaction (with donors, clients, board members, and
the general public) online. What impact can (or should) Web 2.0 have on your nonprofit
organization. How do you avoid “drinking the Web 2.0 Kool-Aid?” If someone at your
organization has ever said, “Hey, we need a blog!” this may help you sort through the pros and
cons of doing just that (along with deciding whether you should be on Facebook, Flickr or
YouTube.) First, we will discuss the purpose of Web 2.0 and how these tools can change the
culture of nonprofit organizations. We will discuss specific examples of how they can change the
nature of things like special events, online giving and internal office efficiencies. Second, we will
talk about the basic functionality of different tools like Blogs, RSS Feeds, Video Story-telling,
Social Networking, Social Bookmarking, and others. If time allows we can demonstrate some of
the Web 2.0 tools that allow us to take donations, update websites, share photos, connect to
RSS feeds, post videos online and more.

Introduction to Grantwriting Fundamentals
Participants will learn how to organize, design, and write effective proposals. The session will
address the typical components of a grant proposal and provide you with tips and tools to make
the grant writing process easier. Participants will also gain an understanding of the relationship
of program development to the grant writing process.

Consider Consumer Driven Health Care Plans for Nonprofits
This presentation covers High Deductible Health Plans (HDHP’s), Health Savings Accounts
(HSA’s), Health Reimbursement Arrangements (HRA’s) and IRS Sections 125 Plans, including
Cafeteria Plans and Flexible Spending Accounts. Participants will be given a basic
understanding of these terms and will gain a better understanding so they can determine if any
of these plans are right for them or their organization.

Personnel Policies for Nonprofits: What You Need To Know
A good set of personnel policies not only contributes to a positive working environment but also
can serve as an excellent risk management tool. In this session, you will discover the essential
elements of a strong set of personnel policies for a nonprofit corporation as they relate to New
York State law and federal statutes, including the Family Medical Leave Act (FMLA), the
Americans with Disabilities Act (ADA), and the employee-at-will doctrine. Other topics to be
covered include critical issues associated with sexual harassment, probation periods, and
progressive discipline.

Beyond Collaboration: Re-Engineering for Success
Are your nonprofit resources getting tighter while expenses are increasing? Concerned about
more regulations and accountability demands being placed on you? Are you looking for
solutions other than more belt-tightening, service cut backs, and ramping up fundraising
efforts? Are you missing out on lost opportunities? Have you considered merging, shared
services or developing an alternative legal arrangement with another nonprofit? "Re-
engineering" is a serious solution to the serious issues facing today's nonprofits. Come learn
about the options, the benefits, risks and processes of re-engineering.


New York Council of Nonprofits, Inc. Strengthening Communities Fund Application Package           14
Strategic Management in Tough Times
 Are you finding that some of those assumptions you had just a year ago along with key
elements of your strategic plan are basically out the window in this downhill and uncertain
economic environment? Are you finding that your strategic direction is quickly becoming one of
crisis rather than growth and development? Tough times call for tough, but informed choices
and the will to execute them. This lively session will explore the factors influencing and options
available for nonprofits to stay afloat, navigate and perhaps change directions in these
challenging waters. Although retrenchment and managing risks are the buzz words for survival
these days, these strategies should not be done in isolation of what the future may bring. Board
members and management leaders alike are encouraged to attend.

Program Development & Evaluation
This workshop will explore Program Development and Evaluation with a strong emphasis on the
relationship between them. In this age of increased emphasis and accountability it is more
important than ever to make sure your program is well designed and being implemented to
meet your program goals and objectives. Participants in this workshop will be introduced to the
elements and process of program design, process review (how well are you implementing the
program), and outcome measurement.

Your Nonprofit Bylaws: Understanding Your Governing Documents
Amendment, Construction, Indemnification, Dissolution, Committee Structure. To many non-
profits, such terms appear daunting barriers to good governance. Nevertheless, these along
with other important elements are essential for a complete and legally compliant set of corporate
bylaws. Additionally, given the IRS’s increased emphasis on good governance through their
promulgation of the new Form 990, complete bylaws are a definite must. In this session, you
will be exposed to the essential elements for nonprofit corporate bylaws. All of the above
clauses plus more will be discussed in the context of insulating your nonprofit from outside risks
to Directors and Officers while maximizing your ability to administer to the business and mission
of your organization in the most efficient way possible.

Social Media Sounds Great, But How Do We Integrate It?
Tips and examples of how to integrate blogging, E-News, Facebook, Twitter, Flckr, Youtube,
GoogleAds, and viral marketing into the existing marketing of nonprofits. This seminar is not a
how to use these tools but the purpose is how to learn to integrate these easy to use social
media tools into an organization existing marketing in order to more overall exposure.

Current Legal Issues for NYS Nonprofits
The goal of this session is to enable participants to identify and proactively remedy potentially
troublesome legal concerns commonly encountered by non-profits, before they expand beyond
control. Those in attendance will gain enhanced awareness of the following: statutes and
regulations of the State of New York impacting non-profits, including the Not-for-Profit
Corporation Law and registration and reporting requirements of the Attorney General; Internal
Revenue Services regulations pertaining to tax-exempt organizations; duties and responsibilities
of non-profit directors, officers and staff; proper relations between a non-profit’s board of
directors and its executive director; updates on federal and state employment laws; essential
components of a well-insulating set of a by-laws; and, ways to proactively manage risks,
including advise on obtaining appropriate insurance and securing appropriate professional
assistance.

New York Council of Nonprofits, Inc. Strengthening Communities Fund Application Package        15
Being a Successful Executive Director Retreat
This two day retreat is a highly interactive, dynamic, and intensive training experience for
nonprofit Executive Directors with less than 5 years experience in that role. Participants will be
introduced, through practical application, to the many and varied skills necessary for a
successful Executive Director to master. Led by a multi-disciplinary instructor team, emphasis is
placed on the “real world” elements of nonprofit executive leadership, management, and
problem-solving. Participants will discuss a variety of topics, such as the Executive Director's
Role, The Board-ED Relationship, Nonprofit Accounting, Marketing, Grant Writing & Legal
Accountability.

Camp Finance: Financial Management Conference
Camp Finance is solely dedicated to bringing the latest information on nonprofit financial
management, accounting, and regulatory changes delivered by the foremost experts in the
country.

Trainings Offered by our Consulting Partners:

Nonprofit Coordinating Committee (NPCC) Skills Builders provide intensive training,
coaching, and support in Basic Fundraising for Small Nonprofits with a focus on individual
giving and event planning. NPCC will partner with Cause Effective to provide this program. This
year long program is designed to involve the Executive Director and a Board member and
involves a mix of training, technical assistance, and coaching with a strong emphasis on
outcome measurement. Visit http://www.npccny.org/info/SkillsBuilders.htm for details.

Support Center for Nonprofit Management offers a wide range of public trainings for the staff
and Board of non-profits. The half-day and full day sessions will be available to Program
Participants as part of a training and technical assistance plan to build organizational capacity.
The Support Center provides Board training and development and on-site training in topics such
as financial management and supervisory skills. See attached catalogue or visit
http://www.supportcenteronline.org/training.php for details.

The Women’s Center for Employment and Career Advancement will offer half-day training
sessions for counselors and caseworkers from Program Participants to learn how to utilize the
Women Center’s Self Sufficiency Calculator. The Calculator enables staff to better help clients
assess eligibility for benefits, tax credits, and work supports and assist with household
budgeting. Visit http://www.wceca.org/sufficiency.html for details.




New York Council of Nonprofits, Inc. Strengthening Communities Fund Application Package        16
                  NYCON NYC Strengthening Communities Fund (SCF)
         SCF Program Participant & Project Partner Memorandum of Understanding

Date: ____________________________

Organization Name: ________________________________________________________

Participating in this program will require your organization to dedicate significant staff and Board
time and resources to attend trainings, participate in an online learning community, meet with
program staff, and fully integrate and report on the lessons learned from these experiences. You
will also be required to demonstrate and report on outcomes relative to increased organizational
capacity to address issues relating to economic recovery and the provision of services that
assist low-income individuals secure and retain employment, earn higher wages, obtain better
quality jobs, and gain greater access to state and federal benefits and tax credits.

The purpose of this Memorandum of Understanding is to ensure that NYCON’s Strengthening
Communities Fund Program and our Program Participants and Project Partners meet Federal
regulations and successfully achieve the goals of the program. The Project’s success depends
on your organization’s active participation and effective implementation of capacity building
lessons. Our shared success will enable New York’s residents to obtain job skills, secure
employment opportunities, and access needed benefits.

Project Partners are required to submit monthly financial and quarterly outcome reports to
NYCON’s SCF Program Manager. The Program Manager is responsible for the oversight of the
various SCF projects, programs and activities supported by the award and will ensure Program
Participants and Project Partners are fully compliant with all Department of Health & Human
Services – Administration for Children & Families- Strengthening Communities Fund- Nonprofit
Capacity Building program regulations and comply with national evaluation efforts. NYCON will
release the first half of the financial assistance to approved awardees and will release the
remaining balance of the award upon successful submission of all required Federal and
program reports and verification of program compliance as related to acceptable use of funds.
Non-compliant awardees will be required to remit SCF award funds and are ineligible to receive
any additional SCF funds.

Project Partners receiving competitive financial assistance funds may not use those funds to
support inherently religious activities such as religious instruction, worship, or proselytization.
Faith-based Project Partners must make steps to separate, in time or location, their inherently
religious activities from Federally-funded activities.

 I, _____________________________, Executive Director of ___________________________
hereby agree to commit to the SCF Project obligations stated above.
Signature: ___________________________________________________

I, ___________________________, President of the Board of Directors of _________________
hereby agree to commit to the SCF Project obligations stated above.
Signature: ___________________________________________________

  *Please submit this fully executed Memorandum of Understanding on you agency letterhead,
                along with the complete application and required attachments.
New York Council of Nonprofits, Inc. Strengthening Communities Fund Application Package           17

						
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