The Junior League of Austin Project Proposal Orientation

1. 2008 - 2009 The Junior League of Austin Project Proposal Orientation

2. Agenda • Welcome ~ Jamie Cotton, Community Vice President • Overview of The Junior League of Austin ~ Melissa Morrow, President • Orientation Packet – Jamie Cotton, Community Vice President • Proposal Requirements ~ Amber Elenz, Researchers Chair • Funding Requests ~ Benita Trevino, Community Treasurer • Volunteer Placements ~ Beth Ann Dranguet, Placement Chair • Done-In-A-Day Volunteer Opportunities ~ Done-In-A-Day Researcher, Rosemary Wynn • Community Assistance Fund/Sponsorship Fund ~ Kathi Haralson, President- Elect

3. Mission Statement: The Junior League of Austin is an organization of women committed to promoting voluntarism, developing the potential of women, and improving thecommunity through the effective action and leadership of trained volunteers. Its purpose is exclusively educational and charitable. Vision Statement: The Junior League of Austin will strengthen our community through creative solutions to current and future challenges.

4. About The Junior League of Austin Celebrating 75 Years! • Austin League founded in 1934. First League founded in 1901 in NYC. • One of the largest leagues in the country in terms of size, dollars raised and funds contributed to the community. • Over 2000 Provisional, Active and Sustaining members. • 124 New Members work at our Resale Shop at 6555 Burnet Road. • Over 700 Active members volunteer at our community placements and in-League projects. • 77% of members work outside the home in full and part time jobs. League Members 1914 League Members 2008

5. About The Junior League of Austin • We will contribute over $1.1 million to the community through the League’s community projects and programs. Funds are raised through our two cookbooks, A Christmas Affair fundraiser and Resale Shop, the Square on Parkcrest Shopping Center, Grants, and individual donations. • For 2008-2009 the League will have over 500 volunteers placed in 24 community projects and programs.

6. Gifts We Give • 2007-2008 Con Mi MADRE: Mother’s And Daughter’s Raising Expectations formally Hispanic Mother Daughter Program • 2005-2007 The Dell Children’s Medical Center Foundation of Central Texas and The Long Center for the Performing Arts. • 1993-1994 funded “The Junior League of Austin” wing for People’s Community Clinic, for our 60th Anniversary Project. • 1986-1987 Helped design and implement the Child Life Program for the new Children’s Hospital of Austin and helped fund capital projects for the new hospital including an original art mural. • 1983-1984 Helped found the Ronald McDonald House, as the League’s 50th Anniversary Project. • 1979-1980 Helped found Seton League House.

7. The Junior League of Austin 2008 - 2009 Community Advisors

8. Cathy S. Casey Senior Editor Texas Monthly David Balch Executive Director The United Way Capital Area Jolynn Free First Vice President, Financial Consultant RBC Dain Rauscher Jon Hockenyos Managing Director Texas Perspectives Gregory A. Kozmetsky President KMS Ventures, Inc. Susan Engelking President EK Communications Julie Springer Employment and Labor Litigation Joseph C. Parker, Jr. Pastor David Chapel Missionary Baptist Church Olga Campos Anchor/Reporter KVUE-TV The Honorable Orlinda L. Naranjo Judge Travis Co. Scott, Douglass & McConnico, L.L.P. Mark Williams President AISD School Board

9. Orientation Packet • Agency Contact Card • 2009 – 2010 Application Cover Sheet and Application • 2008 – 2009 Community Projects and Programs Sheet • Community Assistance Fund/Sponsorship Fund Information • Done-In-A-Day Information • Envelope for Financial Information • Sample Contract • Reimbursement Guidelines • A Christmas Affair • Cookbook • Con Mi MADRE • Resale Shop

10. Five Types of Funding Project Done–In–A–Day Community Assistance Fund Sponsorship Fund 75th Anniversary Gifts

11. Five Types of Funding • Project- • a year long partnership with an agency where 6 or more JLA volunteers work a minimum of 70 hours. • JLA funds may be awarded.

12. The Project Proposal • Application Requirements • Funding Requests • Volunteer Placements

13. Application Requirements • Use 2009-2010 Project Proposal form found online under How We Help section, “Apply to be a Project” at www.jlaustin.org • Include 28 copies which all include current agency list of Board of Directors • Must request volunteers/funds starting June 1, 2009 through May 31, 2010 • Must be received to JLA Office no later than 3:00 p.m. on August 29, 2008 • Are copied on 8 ½” x 11” paper • Are 3-hole punched • Are stapled or paper clipped in upper left corner (no binding) • Are not faxed or e-mailed

14. Financial Requirements • A copy of your IRS 501c(3) determination letter • 1 copy of your audit, 1 copy of most current balance sheet and 1 copy of previous and current fiscal year’s budget to actual • 1 copy of your most current IRS tax return (Form 990). If your organization does not submit a Form 990, please provide an explanation. All Financial documents will need to be returned in the envelope provided.

15. Funding is granted only for a single year. • Funding is a reimbursement process. • Requests for reimbursements and documentation are due 30 days after purchase. • Funding requests must be related to volunteer placements described in application. Funding Request Reminders

16. Reimbursement Forms • Project Reimbursement forms and Quarterly Salary Reimbursement forms are now available online • Forms can be found in the Community Project section of the JLA website: www.jlaustin.org

17. More Funding Reminders • Our Junior League volunteers cannot raise funds or solicit in-kind donations for you in their placements. • The Junior League will fund an organization for up to 3 consecutive years; the 4th year, only volunteers can be requested; funding can be requested again in the 5th year. • We do not fund endowments. • We do not reimburse for sales tax.

18. Volunteer placements should meet our mission. Mission Statement: The Junior League of Austin is an organization of women committed to promoting voluntarism, developing the potential of women, and improving the community through the effective action and leadership of trained volunteers. Its purpose is exclusively educational and charitable.

19. Volunteer Placement Criteria What is a Placement ? • The selected task a Junior League volunteer performs for the community agency. • Duration of the placement follows the AISD calendar. • Volunteer records commitment hours at agency/monitored by Junior League Project Chair. • Volunteer has a meaningful placement and fills need at agency.

20. Agency Proposal Criteria • A project proposal may consist of volunteers onlyorvolunteers and funding • Minimum of 6 volunteers must be requested for a project to be considered • Funding averages between $0 and $30,000 • Each placement should provide adequate training for our volunteers and a minimum of 70-100 hours

21. Types of Placement • Weekly Placements Regularly scheduled (approximately 3 hours per week on a scheduled day) Flexible weekly (approximately 3 hours per week on flexible days) • Task-oriented (focus on performance or end product) • Flexible Self-Scheduled • Equivalent to a weekly placement • Scheduled to occur during the day and month as approved by the agency

22. Placement Time of Year • Year Long = Aug - May (AISD calendar) • Concentrated = • Summer: June - August • Fall: September-December • Spring: January-May (All placements observe AISD holidays)

23. Placement Days & Hours • Weekday/Weekend • Hours • Daytime (business hours 8-5) • Evening (after 5 p.m.) • Task (anytime)

24. Volunteer Placement Preferences • Task–Oriented: able to be completed anytime and anywhere • Evening: Year-long and start time at 5:30 p.m. or later • Working in pairs or groups • Concentrated: Summer, Fall and Spring • Weekend: Year-Long • Flexible

25. Points to Highlight • Flexibility of schedule • Job description is well-defined with clear expectations • Specific agency contact identified and available to volunteers • Specific time and location for placement • Appropriate training and orientation provided • Safety of the placement - location, parking and task • Necessary skills required, such as prior computer or software training – needs to be noted in proposal • Pregnancy restrictions • Knowledge of a second language • Summer Camp – volunteer’s children permitted

26. Placement Requirements • Immunizations • References or background check required • Uniforms • Parking Passes

27. Examples of Placements • Activity Coordinators • Advocates • Audio Recorders • Camp Staff • Case Managers • Life Skills • Docents • Drivers • Editors • Gardeners • Home Builders • Mediators • Medical Support Team • Mentors • Presenters • Tax Preparers • Veterinarian Assistants • Web Researchers

28. Project Selection Process • Project Orientation – August 13, 2008 • Application deadline – August 29, 2008 by 3:00 p.m. • Initial Review Team – September 2008 • Researchers Committee review – September 2008 – February 2009 • Board of Director’s review – February 2009 • Membership vote – March 3, 2009 • Minimum of 6 volunteers must sign up – April 2009 • Contracts issued – May 2009

29. General Proposal Information If selected as a Junior League Community Project, you will be required to: • Provide liability insurance in amount of $1 million. • Include The Junior League name/new logo in all publicity about the project. • Must invite Junior League Project Chair to attend all Board meetings of your agency as a non-voting advisor. • Complete a year end report (Self - Evaluation Form) to help us communicate to the public about our partnership.

30. PR from The Junior League of Austin • Agency link on JLA website • Listing on JLA printed materials • Listing of each Project in JLA publications • Member awareness about agency and issues • Volunteer experience at agency

31. PR for The Junior League of Austin • Our logo and listing on agency letterhead “as a project of The Junior League of Austin” • The Junior League of Austin’s logo on agency website • The Junior League of Austin’s logo and mention in agency newsletter • The Junior League of Austin’s logo on all printed materials for project

32. Five Types of Funding Project Done–In–A–Day

33. Done-In-A-Day • Historically, a committee of 25 Junior League members who support specific community events of short duration. • Volunteers work 4 hour shifts during concentrated half-day, one-day or two-day periods. • Placement must NOT be part of a fundraising activity. • Request related project funding up to $1000. • Submit application using the form on our website. • Submit only one copy. • Deadline: November 7, 2008

34. Done–In–A–Day Examples • Focus On Special Events • Back-to-School Events • Special Events or Parties • Beautification Projects • Community Service Programs

35. Five Types of Funding Project Done–In–A–Day Community Assistance Fund

36. Community Assistance Fund • Funding for emergency or disaster that impedes agency operation & service • Available one time per Junior League fiscal year (June 1 – May 31) • Request up to $3000 • Form available online • Application may be submitted anytime throughout the year as funds remain available • Applications are reviewed by a 6-member committee of Junior League leadership

37. Sponsorship Fund • Grants for events that address community issues and/or enable The Junior League of Austin to impact newsegments of community population • Please apply at least 60 days prior to event • Request up to $3000 once every 3 years • Form available online • Application may be submitted anytime throughout the year as funds remain available • Applications are reviewed by a 6 - member committee of Junior League leadership

38. Five Types of Funding Project Done–In–A–Day Community Assistance Fund Sponsorship Fund 75th Anniversary Gifts

39. 75th Anniversary Gifts • One Time Grant that will address a community issue or need that will enable The Junior League of Austin to impact the community in increments of 75 (examples 75 beds for a night at a homeless shelter, 75 cribs for a children’s shelter, 75 fans for a fan drive etc.)

40. Deadlines: • Project Proposals due by August 29, 2008 at 3:00 p.m. • Done-In-A-Day Proposals due by November 7, 2008 • Community Assistance Fund and Sponsorship Fund Proposals may be submitted anytime throughout year

41. Let’s Meet Our Missions Together • Promoting voluntarism by agency providing meaningful placements • Developing the potential of women by agency providing training and opportunities to serve to equip our Junior League volunteers • Improving the community by the Junior League providing funds and trained, committed volunteers

42. Together – We can make an impact and address the critical needs in our community