HomeMy WebLinkAbout2001-07-23 01-300 ORDER___000NCILAMON
than No.nr_arm
Date: 7-23-91
Item/Subject: Order, Adopting Policy on Funding of Non -Profit 0rgarl®tions
rtecparuible Department any Manager
Commentary:
Recently, the Clty Council has considered several requests for support from non-proft organizations.
In the process of reviewing them, an effort was made to determine whether the Owe traditional
practice of not funding such requests had ever been formally documented. This practice apparently
dates from the mid fill Na formal documentation has been found. M a result the Council
requested that a formal policy be developed.
The attached policy sets forth the Cil general approach to such requests and outlines a procedure
to be followed when they are made. Generally, the policy indicates that the City will not provide
general operating assistance to non9rofit organizations. It does, however, set forth a procedure
and criteria to be used when requests for assistance in special projects are received. The procedure
requires that requesting agencies be provided with a copy of the policy, be asked to provide
information necessary for Council consideration, and indicates that upon the request of three
members of the City Council, the request will be forwarded to the finance Committee for
consideration. Should the finance Committee recommend approval, the full Council must then
consider the request
A number of exceptions and cladfiradons are also Tall In the policy which cover traditionally
funded requests, the purchase of goods and services from non-profit organizations, memberships in
run -profit organizations, and the authorization of limited levels of In-kind services or support.
This policy has been reviewed by the Strategic Issues Committee, which recommends your approval.
At the request of the Committee, one change has been made in the draft policy. Immediately
following section 3.2.6, we have added that the City Manager shall provide a standardized form or
applil format to insure that the necessary information to evaluate the request is provided.
I would recommend your approval
uepamriart neao
Manager's Comments:
Qty Manager
Assodalled Information: Order, Policy.
Finance Director
Legal Approval:
IN licRar
Int oduced for
X Passage
_
First Reading Paw— of
Referral
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F AscigiW mCouOcibr lkemble. July 23, 2001
CITY OF BANGOR
(MLE.) Order, Adopting Polley on Nrding of Non -Profit Organizations
By tee CRy Coozm7 of Bre Qty ofaswor.
ORDERED,
That the attached policy an Funding of Non -Profit Organizations is hereby adopted.
IN CITY COUNCIL
July 23. 2001
Notion Made and Seconded
for Passage
Passed
I BBB
(TITLE,) Adoptive Police on Ponding of
Non -Profit Ocganiaatiooa
B Fqw WCouncilor _
f / X44 W
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:1r U MMUNTit ak trir`
1.0 PURPOSE
The purpose of this policy is to outline the circumstances under which the
City of Bangor will consider making a contribution W a non-profit
organization or cause and to outline a procedure and guiding principles for
considering such requests for support.
2.0 POLICY
It is the policy of the City of Bangor W not contribute funds W non-profit
organizations for general or unspecified operating purposes. Generally,
non-profit organizations do not pay property taxes, and the qty meets Its
obligations to these agencies through the provision of standard municipal
services. From time to time, the City also receives requests for support
from such organizations for special projects or purposes. Here again, it is
the general policy of the City to not provide such support unless an over-
riding municipal interest is Involved and the conditions specified below are
met
3.0 PROCEDURES FOR PROCESSING REQUESTS
3.1 Operating Requests
When a request for general operating assistance is received from a
non-profit organization, the City Manager is authorized W respond
to that request with a standard form letter indicating the QWs
policy as outlined above.
3.2 Special Project Requests
Should a request be contemplated for a special project or program,
the requesting organization must provide the following information
to the Qty Manager's Office:
3.2.1 A brief des iption of the special project or program;
3.2.2 Information on the number of individuals who will directly
benefit from the project or program, including the number
who are Bangor residents;
3.2.3 The total cost of the project or program and other sources of
funding already available or which are anticipated to be
wised;
o1-3qo
3.2.4 The benefits which the City of Bangor or its residents, taken
as a whole, may anticipate receiving from the project or
program;
3.2.5 The amount of funding requested.
3.2.6 Such other information as may be deemed useful in
addressing the arteria and guidelines outlined in Section 3.4
below.
The City Manager or his/her designee shall provide requesting
organizations a standardized form or application format to insure
that the necessary information is available to the Council.
3.3 Procedure for Processing Requests
3.3.1 Upon receipt, the City Manager shall forward the request to
the members of the Gty Council with a request that those
members of the Council interested in formally considering
the request indicate that interest within seven calendar days.
3.3.2 A request for funding will be forwarded to the Finance
Committee only in instances where three or more Councilors
request that funding be considered.
3.3.3 Should three or more Councilors not request consideration
within seven calendar clays, the City Manager shall respond
W the questioning organization in writing informing them
that the request will not be considered by the City Council,
3.4 Finance Committee Consideration
Should the request be scheduled for Finance Committee
consideration, the Committee will evaluate the request based on
the following criteria:
3.4.1 The extent to which City support is essential for the program
or project to take place. Support should generally be
provided only in instances where it is or is anticipated to be
essential for the project or program to occur.
3.4.2 The benefit which the City or its residents will receive. This
should include an evaluation of Me need for the program
and project and Its anticipated immediate and long-term
Impact.
3.4.3 The number of City of Bangor residents to be directly
benefited. The extent to which the program or project is
open or available to the largest possible number of the class
of targeted beneficiaries should be taken into account.
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Programs or projects which benefit small or select numbers
of individuals shall generally be denied funding.
3.4.4 The extent W which the program or project will further the
goals, objectives, and priorities of the City. The Council
should evaluate the extent to which the program or project
specifically addresses an established Council goal, objective,
or priority. In addition, consideration will be given to
whether and the extent to which the program or project can
be reasonably expected to reduce the demand for City
services or direct expenditures.
3.5 Council Approval
Should the Finance Committee recommend City support for the
program or project, the Committee shall recommend a source of
funding and an item shall be placed on the City Council agenda.
The 0nal decision will be made by the full City Council at the point
where R approves or disapproves of the necessary funding.
4.0 EXCEPTIONS AND CLARIFICATIONS
4.1 Traditionally Funded Requests
The City Council has traditionally funded the following organisations
and programs as an element of the annual budget process and may
continue to do so:
4.1.1 4n of July Corporation
4.1.2 Bangor Convention and Vistors Bureau
4.1.3 Private School Transportation, Books, and Testing Materials
4.1.4 Bangor Public Library
4.1.5 Maine Shakespeare Festival
4.1.6 East/West Highway Association
4.2 Purchase of Goods and Services
Nothing in this policy shall be construed so as to limit the ability of
the City of Bangor to purchase goods or contract for services from
non-profit agencies.
4.3 Memberships
Nothing In this polity shall be construed so as to limit the ability of
the City of Bangor to participate in membership organizations such
as the Maine Municipal Association or National League of Cities or
to provide financial support to non-proflt agencies working
specifically on City of Bangor legislative or programmatic issues
where such support either directly supplements or replaces staff
efforts or the efforts of contracted for profit agendes.
4.4 In -Kind Support
The City Manager is authorized to provide in-kind services or
support to specific projects or programs sponsored by non-profit
agencies where:
4.4.1 Such projects or programs meet the Intent of this policy;
4.4.2 Existing City staff and resources are available for the
purposes requested and can be provided within authorized
budget levels;
4.4.3 The total anticipated support costs are not anticipated to
exceed $5,000;
4.4.4 The provision of such support will not violate any other
administrative policy, rule, or regulation governing City
operations; and
4.4.5 The Manager finds that the support provided is in the
general interest of the citizens of Bangor.
5.0 RESPONSIBILITY FOR REVIEW
The City Manager shall review this polity as necessary and recommend
such changes as may be appropriate to the full Council.