The Community Program Fund Monitoring Manual 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 below, 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.
2008-2011 Monitoring
Materials
2008-2011
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)
2008-2011
Excel Workbook (Excel)
2011-2014 Monitoring
Materials
2011-2014 Request for Proposal (Word)
2011-2014
Monitoring Manual (Word)
2011-2014
Excel Workbook (Excel)
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