The Monitoring Maual below was developed to ensure effective communication and oversight between United Way and its funded agencies and programs. It provides an introduction to the monitoring process and samples of required reporting tools. Our monitoring system attempts to minimize the administrative burden by only requesting information relevant to our accountability standards.

Reporting Basics

Community Program Fund recipients are required to share information related to agency oversight and evaluation of program services. The required information includes Six-Month and Year-End Progress Reports, as well as the agency’s annual financial audit and IRS Form 990. These documents enable United Way to continually evaluate program and agency effectiveness and efficiency, and allow us to communicate with our donors about the impact of their gifts in our community.

To submit information, a set of Microsoft Word templates and an Excel Workbook has been created for your use. These forms are available for download from United Way’s website at www.unitedway-cny.org or by contacting United Way’s Community Impact Division at 315-428-2238.

REPORTING CALENDAR
Reports are due as follows:

• Six-Month Agency and Program Reports are due January 31st for the period of July 1-December 31.
• Year-End Agency and Program Reports are due August 15th for the period of July 1- June 30.
• Agency Fiscal Audit and IRS 990 by the 30th day of the sixth month following the agency’s fiscal year end.
• Qualified Status Reports are due as agreed upon.
• Conditional Status Reports are due as required.

NOTE: Agencies and/or programs needing additional time to complete reports should contact United Way immediately.

Reports may be submitted electronically to United Way Community Impact Division at ciadmin@unitedway-cny.org; however, an original signed cover sheet must also be received by the appropriate deadline at the United Way offices.

DOWNLOAD Monitoring materials

2005-2008 Monitoring Manual (PDF)

Six-Month Agency Report Form (Word)

Six-Month Program Report Form (Word)

Year End Agency Report Form (Word)

Year End Program Report Form (Word)

Qualified Status Report Form (Word)

2005-2008 Excel Workbook (Excel)