United Way Community Fund - Application Process

United Way Community Fund

Application Process

UWCNEO believes in a community where all
people are supported and have access to social
programs and supports. Our targeted investments
reflect community conditions and are allocated to
where they will have the greatest impact. These
targeted investments support frontline programs
and services in communities throughout the North
East District.

Process

1. Complete Statement of Interest
2. If aligned, get assigned username and password to
   access application due January 15, 2021
3. Will be provided with links to access application
4. Because it is in a survey form, one application only per
   link – if you will be submitting multiple applications,
   each application must use a different link

Eligibility
Eligible Organizations: UWCNEO considers any one of the following
organizations eligible for funding:

• A charitable organization or foundation registered with the Canada Revenue
Agency
• A First Nation, Metis, Inuit or other Indigenous community registered with CRA.
• A municipality registered with CRA
• A collaboration of two or more organizations, where both organizations meet
UWCNEO eligibility criteria, and the lead organization accepts responsibility for
the application and grant including financial and reporting accountability.

In addition, an applying organization must:

• Have a presence and reputation in Northeast Ontario with
a primary purpose of delivering community programs and
services to benefit people in Northeast Ontario.
• Comply with all applicable legislation
• Demonstrate capacity to manage and complete the
proposed project
• Provide financial information as required by the Applicant
Financial Statements Requirements policy

Ineligible Applicants:
UWCNEO will not support the following:
• Individuals
• Not-for-profit organizations without charitable status
• For-profit organizations
• Organizations with a mandate or history of political or advocacy activities, such as
furthering the aims of a political party; promoting a political doctrine; or persuading the
public to adopt a particular political view
• Any organization whose major activities and/or major resources are used to directly
influence the position of political parties or to bring about change in law or government
policy, through lobbying of government or political activity
• Organizations or agencies established primarily to support/fund otherwise ineligible
organizations
• Organizations that do not have presence, purpose and reputation for delivering
activities with community benefit in Northeast Ontario
• Organizations that discriminate, or that seek to limit the legal rights and activities of
people.

Ineligible Activities:
UWCNEO will not support the following types of funding
activities:
• Financing of deficits
• Purchase, or sale of alcohol or cannabis, related licenses or permits or capital
renovations or repairs to facilities or spaces used for the specific purpose of selling
alcohol or cannabis
• Any political activity (program or project with an established political purpose) including:
    Support of, or opposition to, a particular party or candidate for office
    Promotion of a political or socio-economic ideology
    Intending to bring about or oppose a change in law or governmental policy through
court action, lobby of government, or political activity unless it furthers the non-political
aims of the organizations and is ancillary to its usual non-political activities
    Any program that unreasonably advocates for one side of a public or political debate
between one or more organizations, and federal, provincial or municipal governments
• Religious activities or programs

Ineligible Activities (continued):
UWCNEO will not support the following types of funding
activities:
• Discriminatory Activities, as defined by the Ontario Human Rights Code and OTF Anti-
  Discrimination Policy
• Contributions to general fundraising drives or capital campaigns
• Dollar-for-dollar replacement of government funding
• Organizational core funding
• Project activities, programs or services taking place outside of Northeast Ontario
• Project activities completed or costs incurred before the approval of the request to
UWCNEO
• Flow-through funding (funds that will be reallocated to a third-party organization)
• Subsidization of government mandated positions or activities
• Loans

Statement of Interest

Agencies and their proposals must provide human services
and meet the criteria of United Way/Centraide North East
Ontario’s focus areas and strategies

Registered charities, as well as registered municipalities and band councils registered as
      bodies performing a function of government are eligible donees

Focus Area: Poverty to possibility
                            Basic Needs

•   Clients have increased access to affordable, nutritious and
    appropriate food
•   Clients have increased access to infant supplies
•   Clients have increased access to clothing
•   Clients have increased access to transportation
•   Clients have increased access to shelter
•   Clients have increased access to safe, affordable, permanent
    housing
•   Clients have increased knowledge about supports available

Focus Area: Poverty to possibility

                           Income stability

•   Clients have increased access to skills development and
    employment
•   Clients increase knowledge of financial literacy
•   Clients increase or maintain social benefits/supports to maintain their
    income

Focus Area: Helping kids be all they can be

                       Success in education

•    Children enter school better prepared to learn
•    Children better meet educational and developmental milestones
•    Youth experience more successful educational transitions

Focus Area: Helping kids be all they can be
     Community connection and mental, emotional and
                  physical wellbeing

•    Children and youth have increased confidence and build self esteem
•    Children and youth have more awareness and understanding of how
     to make healthy choices
•    Children and youth have increased healthy relationships/coping skills
•    Children and youth experience social inclusion
•    Children and youth develop leadership skills
•    Clients have increased knowledge about supports available

Focus Area: Building strong communities
      Social and mental health supports and services

•   Clients have increased positive mental health and well being
•   Clients experience increased early identification of mental health
    challenges and avoid escalation of crisis
•   Clients improve social supports/reduce loneliness
•   Clients increase life skills/coping skills
•   Clients develop more stability in their situation
•   Clients increase knowledge about protecting their safety
•   Clients have increased knowledge about supports available

Focus Area: Building strong communities

                    Community engagement

•   Clients increase volunteer engagement
•   Clients increase belonging and inclusion

Types of funding
Applications are due every year – there are no member agencies

1. Equipment
2. Subsidies – funding all or part of the cost for a client to
    participate
3. Project – not a routine operation, but a specific set of operations
    designed to accomplish a singular goal and has a beginning and an
    end e.g., building community garden
4. Program - ongoing

Sample application

The following is a sample application for a
            tutoring program

If you are applying as a municipality or First Nation, you must be registered with CRA

One application needed for each district

Ensure that the amount requested is the amount indicated as revenue from United Way in the budget
                                                    .

This is your program budget, not your agency budget.
Ensure that the amount requested is the amount indicated as revenue from United Way .

Ensure that the revenues and expenses are balance. You will have to add these manually.

Select the appropriate focus area, then review the strategies that drop down

Select the appropriate strategy, then review the outcomes that drop down
Select the appropriate outcome, then review the activities that drop down

Select the appropriate activity, then review the outputs that drop down

Complete the outputs, the projected numbers for your program

Indicators are how you know that you have achieved your outcome
Surveys/reports/interviews, etc.

Continue to check off appropriate strategies and again review outcomes that drop down

Continue to select the appropriate activity, then review and complete appropriate outputs that drop
      down

Complete appropriate metrics for indicators

Do you provide referrals?
Review other focus areas for strategies that might apply to your program

Complete appropriate areas

Sample application

The following is a sample application for a
    food bank applying for equipment

Check off equipment and complete the questions below

Complete revenues, ensuring that the amount under United Way funding is the same amount
     requested – add total revenues.

Complete expenses, ensuring that revenues and expenses are equal

Select the appropriate focus area, then review the strategies that drop down
Select the appropriate strategy, then review the outcomes that drop down

Select the appropriate activity, then complete your anticipated outputs for the upcoming year

Sample application

The following is a sample application for a food bank
                applying for subsidies

Check off subsidies and complete the questions below. Subsidies are used for straightforward
     supports that can be broken down into cost per client.

Complete revenues, ensuring that the amount under United Way funding is the same amount
     requested – add total revenues.

Complete expenses, ensuring that revenues and expenses are equal

Select the appropriate focus area, then review the strategies that drop down
Select the appropriate strategy, then review the outcomes that drop down

Select the appropriate activity, then complete your anticipated outputs for the upcoming year

Next steps

If your application meets all criteria and moves to the next
stage, you will be contacted to provide the following:

List of board of directors or other governing body
Financial Statements
Quotes for equipment

Financial Statement Requirements
Based on the organization’s annual revenue for the most recent fiscal
year, UWNCEO requires the following type of financial statements:

Annual revenue Under $249,999
• Financial statements for the most recent fiscal year end, which must
include comparative information for the prior fiscal year.

Annual revenue of $250,000 and above
• Audited financial statements prepared by a licensed public accountant
external to the organization and need to include an Auditor’s Report and
accompanying notes.

Timelines
Application deadlines: January 15, 2021
Application reviews: February 2021
Your project/program may be selected for a panel interview
conducted via zoom
Applicant notifications: after March 17, 2021
Monthly allocations made beginning April 1, 2021 (after all
contracts are in place) to cover funding period from
April 1, 2021 through March 31, 2022
In some cases, allocations will be made in a lump sum for
equipment or subsidies

Questions?