United Way committees meet regularly throughout the year to monitor the 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 Web Site in order to receive funding. Deadline for submitting revised program budgets – July 30 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 August 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 (see section C2.) for CIC approval. CIC assigns applications to the appropriate priority 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 Web Site. Programs currently receiving funding must be up-to-date with all compliance documents in order to access the application through their web site. |
