United Way of Central Oklahoma Agency Admissions Guidelines

Policy | Criteria | Procedures | Memorandum of Understanding

Policy

The purpose of the Agency Admissions Guidelines policy is to establish guidelines and criteria by which agencies can apply to become a partner agency with United Way of Central Oklahoma (United Way). Applications will be accepted throughout the year. Those submitted prior to February 1, will be reviewed for possible inclusion in the spring allocation process, for funding to begin July 1 of that same year. Award notifications are made in late June 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 New Agencies and New/Expanded Programs Subcommittee. Agencies are considered partner agencies with United Way immediately upon Board approval in June of the application year and are required to sign and adhere to the Memorandum of Understanding between the agency and United Way.

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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 two years.
• Meet the ongoing criteria for membership in the United Way of Central Oklahoma as set forth in the Policy and Procedures Manual.
• Have an annual audit performed by a qualified and independent auditor.
• Meet the criteria, as defined therein, for admission into the Combined Federal Campaign and the Oklahoma State Employee Campaign.

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Procedures

1. Any organization wanting to become a partner agency of United Way should first contact the United Way office and speak to the Vice-President of Community Investment, Ed Pulido.
   
2. Upon approval of the Vice-President of Community Investment and Research the agency must submit a letter of application for membership to the New Agencies and New/Expanded Programs Subcommittee. The letter of application should state that the agency has reviewed the Memorandum of Understanding between the agency and United Way and would, as a partner agency, agree with the conditions set forth in that Memorandum.

   Along with this letter, the application package must contain the following information:The completed application form.
   

   • The completed outcome measurement forms demonstrating current methods of collection and evaluation. Click here for instructions on completing the forms.
     
   • 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 list of the Board of Directors. This list should identify the officers of the board and include length of service for all members along with board attendance record, address, telephone number and the place of employment.
     
   • The agency’s current fiscal year budget, as well as the current fiscal year budget and the proposed fiscal year budget for the specific program for which United Way funds are being sought.
     
   • A copy of the most recent annual audit by a qualified and independent auditor. If the auditor issued a Management Letter, please include a copy of the Management Letter along with a copy of the agency’s written response to that letter.
     
   • A copy of the most recent Annual Report to the agency’s Board of Directors.
     
   • A copy of the current IRS Form 990.
     
   • A copy of the agency’s nondiscrimination policy.
     
   • A copy of the agency’s proof of insurance.

Complete packages will be forwarded to the New Agencies and New/Expanded Programs 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.

Please submit one (1) complete hard copy of the Cover Letter and Application Form with all attachments by the due date (February 1). Do not staple the pages together. Please use a paper clip, binder clip, folder, etc. (Annual Reports and Audits may be submitted in their original printed format.)

The hard copy may be mailed to ATTN: Vice President Community Investment & Research, United Way of Central Oklahoma, PO Box 837, Oklahoma City, OK 73101-0837. Or, you may hand deliver the materials to 1315 N. Broadway Place, Oklahoma City. Please also e-mail an electronic copy of the application form and any of the attachments available electronically to: cstuhr@unitedwayokc.org.

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Memorandum of Understanding

Click here for the Memorandum of Understanding (in Microsoft Word format).

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