Mecklenburg County Community Service Grants FY2018 R Reques est f t for P Proposals Infor ormation ion S Session ion October 14, 14, 2016 2016
Agenda What is the intent of the information session? • Purpose of the CSG program • Process Change #1: Submission by Key Themes of the County Department 3-Year Strategic Business Plans • Process Change #2: Sunset Provision • Eligibility Requirements • Submission of Online Application • Questions and Answers • Closing Remarks 2
Purpose Strategic partnerships with local nonprofits Community Service Grants (CSG) provide opportunity for Mecklenburg County to partner with nonprofit agencies, that serve County residents, to deliver services aligned to the County Departments’ strategies. 3
Criteria How do I determine if we’re eligible? Eligib ibilit ility Serve the residents of Mecklenburg County Have a 501(c)3 nonprofit designation with the IRS Submit independently CPA audited financial statements Clearly contribute to Target Area (legacy) or Key Themes Documentation supporting a diversified workforce (i.e. EEO policy) Professional membership that supports organization’s sustainability efforts Require rement nts No revenue suspension No overdue taxes 4
Process Change 1 Transition from Target Areas to Key Themes Background on County FY2017-FY2019 Department Strategic Business Plans and Key Themes • In 2016, Mecklenburg County Departments completed 3-year Strategic Business Plans to cover fiscal years 2017 – 2019 (June 2016 – July 2019). • The plans lay out each department’s vision, mission, and goals to drive their business forward during the next three years. • The departments’ goals in their Strategic Business Plans roll up to seven external Key Themes. • The Strategic Business Plans and Key Themes are key drivers in the decision making during the County’s budget process. 5
FY2017 CSG Target Areas 1. 1. Improve t e the High S School G Graduati tion R Rate To improve literacy, decrease achievement gaps, increase parental involvement; provide access to hobbies, extracurricular activities and mentors. 2. Prevent Hea t Health th Risks a and Diseases To provide immunization, encourage changed behaviors to avoid illness and increase access to health care. 3. Promote R Res esidents ts’ F Financial S Sel elf f Suffi ficiency To provide pre-employment services (i.e. soft skills training), hard skills training, employment support and assist with job retention and advancement. 6
Introducing Key Themes In FY2018, organizations will submit CSG applications under one of the seven Key Themes below instead of the three target areas. Community-Focused (External) Key Themes Theme 5 Theme 6 Theme 7 Theme 8 Theme 9 Theme 10 Theme 11 Optimize Strengthen Economic Greater Aging with Community Environmental Investments Families Development Economic Dignity Health & Stewardship in Criminal Independence Wellness Justice for Residents 7
Target Area (legacy) Improve the High School Graduation Rate • Grantees currently receiving funding under the “Improve the High School Graduation Rate” Target Area will have the option to continue applying under that target area to compete for FY2018 CSG funds o This will allow those organizations to realign from the Target Area they are currently serving to the Key Themes the County will use moving forward • In FY2019 all organizations will be required to apply under one of the seven Key Themes • All new ew education-focused applicants must apply under one of the seven Key Themes starting in FY2018 8
Key Themes Key ey T Themes es Strategic Business P Plans f for each K Key ey T Them eme Aging with dignity Park and Recreation, Public Health, Social Services Community health and wellness Public Health, Park and Recreation Economic development Office of Economic Development Land Use and Environmental Services Agency (LUESA), Park and Environmental stewardship Recreation Greater economic independence for Social Services, Community Support Services, Child Support residents Enforcement, Office of Economic Development, Library Optimize investments in criminal justice Criminal Justice Services, Sheriff’s Office, Medical Examiner’s Office Social Services, Community Support Services, Child Support Strengthen families Enforcement Link to Strategic Plans: http://charmeck.org/mecklenburg/county/CountyManagersOffice/Pages/Strategic-Planning-Evaluation.aspx 9
Process Change #2 Sunset P Prov ovision on • The intentions of the sunset provision is to open the CSG program to new applicants. • Grantees that have been awarded funding for three consecutive fiscal years (FY15, FY16, and FY17) will not be funded as a grant recipient in FY2018. • Grantees that are sunset in FY2018 will be considered as a vendor o A grant application is required in FY2018 for a program to be considered as a County vendor • The vendor selection process will evaluate the following: • Strength of application • Alignment to Key Themes and Department Strategic Business Plans • Whether a gap in County services is filled by funding this organization • Programs sunset in FY2018 will be eligible to apply to the CSG grant program again in FY2019 and future years. 10
Process Change #2 Sunset P Provi vision ( (continued) What h happens i if my organizati tion i is sunset a t and does es not b t bec ecome a a ven endor i in FY2 Y2018? • The County Manager’s Office is working on criteria that will allow organizations, that were sunset in FY2018, to return as a CSG applicant. • The process has not been defined, however, it will be finalized by June 30, 2017. • An example of a criterion would be: reliance on County funds • The process will be communicated once defined 11
Eligibility & Requirements Eligib ibilit ility Serve the residents of Mecklenburg County Have a 501(c)3 nonprofit designation with the IRS Submit independently CPA audited financial statements Clearly contribute to Target Area (legacy) or Key Themes Documentation supporting a diversified workforce (i.e. EEO policy) Professional membership that supports organization’s sustainability efforts Require rement nts No revenue suspension No overdue taxes 12
Audited Financials What are the requirements? A. Audited Financial Statements – must be prepared annually in accordance with Generally Accepted Accounting Principles (GAAP) by an independent Certified Public Accountant (CPA) 1. Independent auditor’s opinion 2. Statement of cash flows 3. Statement of income or statement of revenues and expenses 4. Notes to financial statements and supplemental information 5. Balance sheet, statement of financial position or statement of assets, liabilities, and owner’s equity B. Audited Financial Statements – year-end date must be no more than 12 months prior to the beginning of the contract term FY2016 Audited Financial Statements are due by Friday, May 12, 2017.
Audited Financials (continued) What are the requirements? C. Comply with audit requirements in NCGS 143C-6-22 & 23 and OMB Circular A-133 and disclosure requirements in 42 CFR 455.104-6 D. If audit reveals any reportable or material issue(s) with regard to compliance with GAAP, you must provide (and bear the cost of any professional advice associated with) the following: 1. A written statement explaining each issue 2. An action plan with implementation timetable for resolving each issue 3. Periodic reports on progress toward resolution of each issue FY2016 Audited Financial Statements are due by Friday, May 12, 2017. 14
Audited Financials (continued) What are the requirements? E. If you fail to submit Audited Financial Statements in accordance with these requirements, then: 1. FOR CURRENT GRANT RECIPIENTS – the County may suspend all funds immediately until the County receives them 2. FOR NEW GRANT APPLICANTS – you have not met the application requirements 3. FOR ALL – the County’s Finance Director may grant a reasonable extension if circumstances for submission are beyond your control or your CPA’s control F. If financial records are judged to be un-auditable or if audit reveals competent evidence of reckless or willful financial mismanagement practices or intentional or criminal wrongdoing, the County may suspend all funds immediately without further notice. FY2016 Audited Financial Statements are due by Friday, May 12, 2017. 15
Audited Financials (continued) What are the requirements and industry standards? RED FLAGS STOP • Qualified or Adverse Opinion • NOT prepared by • Negative Equity on Balance Sheet independent CPA • High Debt Ratio • Pending Lawsuits • NOT prepared in accordance with GAAP • Going Concerns noted by CPA • Tax Liabilities • Dated prior to 6/30/16 16
Revenue Suspension How d do I verify o our status? • Organizations out of compliance with the NC Secretary of State requirements to keep their charter will be deemed ineligible • Check your status at http://www.secretary.state.nc.us/corporations/csearch.aspx 17
Overdue Taxes How do I verify our status? • Organizations with overdue taxes (federal or state) will be deemed ineligible for funding • Check your status at http://www.secretary.state.nc.us/taxliens/filingsearch.aspx 18
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