Mutual Expectations

What Sponsored Projects Can Expect from Community Partners:

Fiscal Sponsorship

  • Eligibility to receive grants and operate as a project of Community Partners, a nonprofit charity exempt from federal income tax under Section 501(c)(3) of the Internal Revenue Code
  • Ability to receive tax deductible contributions from donors, to the extent permitted by law

Financial and Administrative Services

  • Individual account for project funds
  • Recordkeeping and reporting of project finances, including cash receipts and disbursements
  • Payment of bills and invoices from project funds
  • Monthly financial statements
  • Contract review
  • Tax accounting
  • Year-end audit
  • Systems to receive online donations and gifts of stock
  • Acknowledgment letters for donations larger than $250
  • IRS 990 tax filing
  • Federal, state, and city lobbying filings
  • Business-related notary service (by appointment only)

Insurance Services

  • General liability
  • Certificates of Insurance for qualifying special events and activities (at additional cost)
  • Special insurance coverage as required by programs, events, and contracts (at additional cost)

Human Resources Services

  • Personnel policies
  • Hire/termination process
  • Payroll administration
  • Benefits administration and group plans for project-paid health, dental, vision, life, and long-term disability insurance
  • 403(b) retirement program
  • Health and dependent care flex spending accounts
  • Tracking and reporting for independent contractors (EDD reports, IRS 1099s)

Programmatic Services 

  • Access to an experienced Community Partners staff member for one-on-one consultation on project development issues
  • Trainings and workshops
  • Networking and peer learning opportunities
  • Meet the grantmaker sessions

Space

  • Limited use of available conference rooms at no cost, on a first-come, first-served basis
  • Consideration for co-location in Community Partners’ offices (on a fee basis)

Communications

  • Visibility in Community Partners’ biennial report and on our website

What Community Partners Expects of Our Projects:

Mission Focus

  • Effective pursuit of clear project aims, in a collaborative and collegial alliance with Community Partners’ program, finance, and administrative team members 

Cost Sharing

  • 9% administrative charge on all project revenues from private sources (such as grants or contributions from foundations, individuals, or corporations)
  • 12% administrative charge on all project revenues from public sources (such as grants from and contracts with government agencies)
  • Minimum Fee: After the first full year of operation, projects must raise a minimum of $22,500 annually or pay a minimum fee of $2,000 in support of administrative costs

Active Advisory Board

  • Recruit an active advisory board to help guide strategic planning, program development, resource development, staffing leadership development and financial management of the project
  • Meet regularly with the advisory board so that advisors can provide counsel and oversight of project programmatic and administrative activities, subject to the ultimate direction of the Community Partners Board of Directors
  • Provide Community Partners a roster of active advisory board members

Regular Reporting

  • Close communication with program liaisons on issues such as current programs, special events, fundraising activities, board development, and budget changes
  • Notification to Community Partners staff of potential risks or liability issues (pending layoffs or terminations, accidents or injuries, large events, long-distance travel by project participants, etc.)
  • Completion of semi-annual Periodic Project Reports (reminders and forms will be provided)

Risk Management

  • Compliance with all policies and procedures outlined in Community Partners’ Project Handbook and Employee Handbook
  • Submission of all contracts and grant agreements to Community Partners for review and signature
  • Submission of grant proposals to your program liaison for review before submitting to funders
  • Adherence to all federal, state, and city rules for lobbying and political activity

Acknowledgement

  • Visible communication that you are a project of Community Partners on all public materials such as web sites and brochures