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Decision-Making Process

United Way committees meet regularly throughout the year to monitor the annual investment process with program site visits taking place at times agreed upon by United Way staff, committee members and partner provider program staff.
 

March Deadline for submitting applications – March 1
Required compliance documents must be up to date by March 1
April Site Visits to partner providers conducted by investment teams and/or committee members.
May Funding decisions; contracts issued
June Committee de-briefing on the application process for current year; recommendations for next year’s application and review process.
July

Disbursement of funds begins for the fiscal year July 1 – June 30.
Partner providers must have all compliance documents up-to-date on the Partner Provider Community Investment website in order to receive funding.

Deadline for submitting revised program budgets – August 1. Any organization that receives an allocation that was less than the amount requested in the proposed program budget must submit a revised budget.

August Annual outcomes reports for the previous funding year are due September 1
October Fall Site Visits
November New programs (those organizations and programs seeking United Way funding for the first time) begin the pre-application process for Community Investment Committee (CIC) approval. CIC assigns applications to the appropriate investment area based on the outcomes the programs expect to achieve and are willing to measure.
December Application for the next funding year is available to organizations through their own Partner Provider Community Investment website. Programs currently receiving funding must be up-to-date with all compliance documents in order to access the application through their website.


 

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Annual Investment Process

Annual Investment Process Introduction

Annual Application Process

Decision-Making Process

Investment Priorities

 

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