HomeMy WebLinkAboutNB 3 REVENUE SHARING 03-21-83DATE: March 15, 1983
NEW BUSINESS
NO. 3
Inter-Corn
TO:
FROM:
$ UBJ ECT':
William A. Huston, City Manager
Services
Royleen A. White, Director of Community & Administrative V,-,~;;:~.L.?';
REVENUE SHARING CRITERIA
RECOblMENDATIONS
1. Council to adopt attached policies and procedures regarding financial
support for community non-profit organizations.
2. Pleasure of Council regarding establishment of citizens review committee.
BACKGROUND
In 1982, Council received numerous requests for revenue sharing funding from
community non-profit groups. Because the City had no established policy or
procedure for these requests, it was often difficult for staff to research these
applications. Staff was requested to formulate revenue sharing policies and
procedures in order to make the 1983 process fair and logical. The attached
policy suggests the procedure, time line, and criteria for the revenue sharing
process as regards to community non-profit groups. It has been reviewed by the
Community Services Director, Police Chief, and Finance Director; the process,
time line, and criteria all meet general revenue ~haring guidelines as outlined
by the federal government.
Staff feels that this is an equitable process which would allow all groups to
have an opportunity to present their need, and give the council the opportunity
to make a fair decision regarding funding.
SUMMARY OF PROPOSAL
A time table is established, in order that all groups have an equal
opportunity to compete for funding; however, the City Council retains the
right to not allocate money for community groups if Council feels that
city-initiated projects better serve the public good.
Ce
The application process can begin as early as March, before the
proposed-use hearing; in keeping to federal guidelines, applications
will be accepted until 15 days after the City's budget is adopted,
usually sometime in June or July.
In addition to the proposed-use hearing before the Finance Director, the
City Council would hold a public hearing as part of the budget process.
in May or June.
Once the application deadline is reached, no further applications would
be accepted.
Revenue Sharing Criteria
Page Two
II. Citizens Review Committee
Staff suggests that a review committee be created in order to screen ~
all applications. Staff anticipates that this committee be comprised of
5 to 7 Tustin residents, selected by staff, Council or both. Staff
feels that such a committee would be a great benefit to the Council,
being a means to establish citizen input during the revenue sharing
process. Staff definitely recommends that this committee be "ad hoc"
and that it be created only for the purpose of the review and then
disbanded. In the next budget year, different citizens could be
requested to serve on the committee, thus creating a wide spectrum of
community involvement.
Be
While staff feels that with proper Council and staff guidance, the
committee could be very efficient, whether or not to have a committee is
strictly a Council decision. Should Council chose not to have a
committee, staff would screen the applications for council review and
make the recommendations.
The policies and procedures were adaPted from those used by several' other cities
in Orange Co.unty. These cities have had success;.staff feels they are equitab)e
and reasonable..
RAW:kaw
Attachment: Policy & Criteria
PROPOSED COUNCIL POLICY
SUBJECT: FINANCIAL SUPPORT FOR COMMUNITY NON-PROFIT ORGANIZATIONS
PURPOSE: It is the purpose of this policy to define the priorities, methods and
procedures for the disbursement of available City of Tustin General Revenue
Sharing Funds to community-based, non-profit organizations that actively enhance
the quality of life for Tustin residents.
POLICY: It is the policy of the City of Tustin to allocate General Revenue
a~-~F~-~g Funds when available, once each year, to community non-profit organiza-
tions on a priority basis, provided they meet the following requirements and
guidelines.
PROCEDURE:
A. General mandatory guidelines for organizations. They must:
1. Be a non-profit community organization committed to enhancing the
quality of life for Tustin residents.
2. Serve Tustin residents, and provide documentation of such service.
3. Compete with other organizations for limited available funding.
Adhere to the policies and ordinances of ~he. City of Tustin.
Be registered with the State of California as a non-profit community
organization, or for new organizations, be registered at the time
the grant is awarded.
6. Have a Board of Directors, whose meetings are open to the public.
7. Carry adequate public liability insurance naming the City of Tustin
as an additional insured as may be required by the City.
8. Provide theCity of Tustin with a copy of current constitution/
bylaws and policy and procedures.
9. Not discriminate in employment or in clients served because of race,
religion, sex, or national origin.
10. Demonstrate ability to generate financial and human resources from
other sources.
11.
Be accountable for revenue and expenditures through standard book-
keeping procedures. An annual audit at the agency's expense may be
required, with the results available to the City of Tustin upon
request.
12.
Provide access to periodic on-site reviews by City staff (and/or the
revenue-sharing review committee if desired) for purposes of
monitoring the program.
Proposed Council Policy
Page Two
Co
13.
Provide the City with an interim six-month report and an end-of-the-
year full financial accounting and narrative report. The interim or
progress report shall be in writing, may be brief, but should
include a detailed financial summary and program evaluation. These
reports will be reviewed by the City staff and City Council.
14. Apply at the specified time on the appropriate application form.
Time Line
J
March 1-- Applications available and application process begins.
March/April--Proposed-Use hearing (held by Einance Director).
May/June--City Council holds public revenue-sharing hearings as part
of the budget process.
June--City Council establishes revenue-sharing funding levels; these
funding levels would be identified by project for City-coordinated
projects, while revenue-sharing for non-profit community groups (if
available) would be identified as.a lump sum.
June/July-~If money is allocated to non-profit groups, notify groups
bf the application deadline (fifteen days after budge~ adopted).
If there are no funds available, advise the community.
July--Deadline for submission of applications. Following deadline
staff (and Committee if desired) will review and screen applica-
tions.
August--Recommendation to City Council on organizations to be
funded.
Mid-August--City Council makes final decision regarding funding
levels.
Categorical guidelines: Each year staff and the revenue sharing review
committee will develop the recommendations for funding within the following
categorical guidelines. These guidelines are not in order of priority.
Crisis intervention and/or center: provides support to residential
referral or other care facilities which are staffed with pro-
fessionals or para-professionals for the purpose of dealing with
crisis situations. Specifically, crises homes provide individuals
needing inmediate assistance or counseling to solve an urgent
problem, or for individuals requiring protective services that
temporarily provide a shelter away from the family environment.
Proposed Council Policy
Page Three
Youth services: Provides services to youth in such areas as
counseling, emergency referrals, outreach, rehabilitation, and
transportation.
e
Senior Citizens: Provides support to the elderly by assisting them
to participate in programs of meals, transportation, in-home
supportive services, and the like.
Physically handicapped/mentally disabled: Provide support to dis-
abled persons by assisting them to gain access to programs and
services vital to their well-being.
5. Children's day care: Provides support to child care programs.
e
Health and safety: Provides support to programs that include first
aid, CPR training, water safety and other programs that relate to
improving physical health.
e
youth serving agencies: Provides support for programs providing
social development andinformal education programs for children and
youth.
Performing and Fine arts: Provides support for music, theatre,
fine and visual arts; and those groups which offer programs of
instruction, appreciation and exhibits to the public.
Youth Athletic Organizations: Provides support to organizations
providing opportunity for participation in organized athletics for
children and youth.
10.
Other services: Provides support for those services needed in the
community which may not be described adequately within the context
of the preceding definitions.
D. Additional Funding Criteria
Funding level will be the City's determination; this may not
corellate with amount requested by non-profit agency.
2. Funding will be allocated only to those organizations who can
clearly show service to Tustin residents.
3. Funding granted in one year does not assure the applicant of any
future funding.
RAW:kaw
3/15/83